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Total Clarity Wealth Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Total Clarity Wealth Management, Inc.
报告期 2026-03-31 · CIK 0001804909
持仓数
311
前50大市值合计
$248.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 47
增持 49
减持 20
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
SPYD
SPDR SERIES TRUST
+$5.1M
177,414
+208%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$4.3M
158,661
增持
RWL
INVESCO EXCH TRADED FD TR II
+$3.6M
76,279
+65%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$3.2M
120,605
减持
GOVI
INVESCO EXCH TRADED FD TR II
-$2.2M
143,243
-35%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$2.1M
83,408
建仓
XMPT
VANECK ETF TRUST
+$2.1M
94,197
建仓
MLN
VANECK ETF TRUST
+$2.1M
117,135
减持
SPAB
SPDR SERIES TRUST
-$1.8M
198,475
-26%
增持
SPMD
SPDR SERIES TRUST
+$1.8M
54,973
+133%
增持
BILS
SPDR SERIES TRUST
+$1.8M
64,529
+39%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$1.5M
14,960
-64%
增持
GOOGL
ALPHABET INC
+$1.5M
19,243
+4%
增持
SPDW
SPDR INDEX SHS FDS
+$1.4M
122,651
+30%
清仓
BUZZ
VANECK ETF TRUST
-$1.3M
0
-100%
清仓
FIIG
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
建仓
ABVX
ABIVAX SA
+$1.2M
9,245
清仓
LUMN
LUMEN TECHNOLOGIES INC
-$1.2M
0
-100%
建仓
DES
WISDOMTREE TR
+$1.2M
34,846
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$1.1M
41,145
+121%
清仓
VNQ
VANGUARD INDEX FDS
-$1.1M
0
-100%
建仓
TUSI
TOUCHSTONE ETF TRUST
+$1.1M
43,749
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$1.1M
95,701
-19%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$1.1M
119,358
+11%
建仓
SNPS
SYNOPSYS INC
+$1.1M
2,311
清仓
MRK
MERCK & CO INC
-$1.1M
0
-100%
增持
JAAA
JANUS DETROIT STR TR
+$1.0M
195,998
+12%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$973.6K
1,760
-67%
增持
VRT
VERTIV HOLDINGS CO
+$948.4K
12,027
+81%
清仓
KD
KYNDRYL HLDGS INC
-$902.2K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$893.7K
40,430
+10%
增持
TSLA
TESLA INC
+$863.3K
4,294
+79%
清仓
SNAP
SNAP INC
-$851.6K
0
-100%
建仓
—
ELBIT SYS LTD
+$851.0K
1,473
建仓
AVEM
AMERICAN CENTY ETF TR
+$843.0K
10,945
减持
USFR
WISDOMTREE TR
-$840.9K
136,919
-11%
减持
SPYM
SPDR SERIES TRUST
-$828.9K
158,643
-8%
清仓
TEM
TEMPUS AI INC
-$804.6K
0
-100%
清仓
AAL
AMERICAN AIRLS GROUP INC
-$800.1K
0
-100%
增持
JMEE
J P MORGAN EXCHANGE TRADED F
+$795.9K
36,398
+49%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$789.9K
20,326
+182%
减持
—
NEBIUS GROUP N.V.
-$786.8K
5,165
-52%
增持
FNDF
SCHWAB STRATEGIC TR
+$777.7K
114,976
+12%
建仓
ALMU
AELUMA INC
+$740.0K
43,100
清仓
LOW
LOWES COS INC
-$714.8K
0
-100%
减持
TMUS
T-MOBILE US INC
-$711.3K
1,202
-70%
建仓
MUB
ISHARES TR
+$636.6K
5,943
建仓
IUSG
ISHARES TR
+$631.3K
3,759
增持
AAPL
APPLE INC
+$599.8K
26,723
+2%
清仓
PAYS
PAYSIGN INC
-$598.5K
0
-100%
增持
IMFL
INVESCO EXCH TRD SLF IDX FD
+$592.6K
182,320
+4%
减持
VRIG
INVESCO ACTIVELY MANAGED EXC
-$574.8K
183,028
-11%
减持
GEV
GE VERNOVA INC
-$557.6K
701
-58%
增持
VZ
VERIZON COMMUNICATIONS INC
+$554.9K
67,541
+35%
建仓
IEMG
ISHARES INC
+$548.3K
8,157
建仓
PRAX
PRAXIS PRECISION MEDICINES I
+$536.4K
1,820
增持
VONG
VANGUARD SCOTTSDALE FDS
+$507.7K
6,498
+176%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$505.2K
7,044
增持
F
FORD MTR CO
+$502.7K
125,824
+31%
增持
PRU
PRUDENTIAL FINL INC
+$494.1K
11,430
+49%
减持
UPS
UNITED PARCEL SERVICE INC
+$487.3K
31,745
-0%
增持
XCEM
COLUMBIA ETF TR II
+$482.4K
128,387
+5%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$479.7K
0
-100%
建仓
MGK
VANGUARD WORLD FD
+$471.8K
1,143
建仓
IUSV
ISHARES TR
+$470.6K
4,589
建仓
GRID
FIRST TR EXCHANGE TRADED FD
+$462.7K
3,024
清仓
FOUR
SHIFT4 PMTS INC
-$460.1K
0
-100%
增持
QUAL
ISHARES TR
+$456.3K
9,673
+28%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$448.8K
7,254
+194%
清仓
—
UNIQURE NV
-$444.1K
0
-100%
增持
CAT
CATERPILLAR INC
+$441.1K
4,383
+1%
建仓
AVDV
AMERICAN CENTY ETF TR
+$435.8K
4,638
清仓
TGT
TARGET CORP
-$418.8K
0
-100%
清仓
NOW
SERVICENOW INC
-$418.7K
0
-100%
清仓
QBTS
D-WAVE QUANTUM INC
-$417.8K
0
-100%
增持
IEFA
ISHARES TR
+$417.6K
7,545
+156%
增持
SPYV
SPDR SERIES TRUST
+$413.8K
47,179
+15%
建仓
—
KAROOOOO LTD
+$407.2K
8,949
减持
SMMU
PIMCO ETF TR
-$404.6K
4,913
-62%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$384.8K
141,971
+5%
增持
AMGN
AMGEN INC
+$384.2K
8,491
+0%
清仓
CSX
CSX CORP
-$382.6K
0
-100%
建仓
VTEB
VANGUARD MUN BD FDS
+$382.2K
7,599
增持
SLV
ISHARES SILVER TR
+$376.8K
14,933
+8%
增持
INTC
INTEL CORP
-$368.2K
103,355
+55%
建仓
RTX
RTX CORPORATION
+$366.2K
1,997
清仓
—
GLOBALFOUNDRIES INC
-$359.2K
0
-100%
增持
IWF
ISHARES TR
+$352.5K
12,994
+5%
增持
SPBC
SIMPLIFY EXCHANGE TRADED FUN
+$350.8K
48,480
+20%
增持
VIOO
VANGUARD ADMIRAL FDS INC
+$347.6K
32,992
+10%
清仓
SFM
SPROUTS FMRS MKT INC
-$347.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$324.6K
10,842
+1%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$321.5K
5,785
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$319.1K
66,644
+8%
清仓
TAP
MOLSON COORS BEVERAGE CO
-$315.7K
0
-100%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$310.4K
2,311
增持
NFLX
NETFLIX INC
-$310.4K
3,940
+595%
建仓
GOVT
ISHARES TR
+$304.8K
13,236
减持
QQQ
INVESCO QQQ TR
-$301.3K
4,271
-12%
建仓
XBI
SPDR SERIES TRUST
+$300.2K
2,462
增持
LONZ
PIMCO ETF TR
+$300.1K
22,748
+38%
建仓
SLYV
SPDR SERIES TRUST
+$292.1K
3,211
减持
MINT
PIMCO ETF TR
-$290.5K
9,420
-23%
减持
ANET
ARISTA NETWORKS INC
-$289.4K
17,085
-2%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$282.7K
51,839
-21%
建仓
NEM
NEWMONT CORP
+$282.1K
2,825
增持
LLY
ELI LILLY & CO
+$278.2K
887
+0%
建仓
CAH
CARDINAL HEALTH INC
+$277.1K
1,349
建仓
DFAI
DIMENSIONAL ETF TRUST
+$276.9K
7,265
建仓
RKLB
ROCKET LAB CORP
+$273.1K
3,915
建仓
SPIB
SPDR SERIES TRUST
+$272.8K
8,069
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$268.7K
0
-100%
清仓
TFI
SPDR SERIES TRUST
-$264.5K
0
-100%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$258.5K
17,232
建仓
IJH
ISHARES TR
+$258.5K
3,916
清仓
CRUS
CIRRUS LOGIC INC
-$256.7K
0
-100%
增持
IONQ
IONQ INC
-$253.4K
15,735
+1%
减持
AXON
AXON ENTERPRISE INC
-$253.2K
924
-15%
清仓
XHLF
BONDBLOXX ETF TRUST
-$243.9K
0
-100%
清仓
PTLO
PORTILLOS INC
-$243.7K
0
-100%
增持
IWN
ISHARES TR
+$243.0K
2,512
+109%
增持
BCE
BCE INC
+$241.3K
40,007
+31%
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$238.4K
0
-100%
减持
IWP
ISHARES TR
-$234.7K
16,609
-6%
建仓
AVUV
AMERICAN CENTY ETF TR
+$230.8K
2,263
清仓
BF/B
BROWN FORMAN CORP
-$230.7K
0
-100%
建仓
MCK
MCKESSON CORP
+$228.9K
279
建仓
MS
MORGAN STANLEY
+$228.7K
1,288
增持
ORCL
ORACLE CORP
-$228.2K
4,051
+12%
清仓
TFC
TRUIST FINL CORP
-$225.1K
0
-100%
增持
BBIO
BRIDGEBIO PHARMA INC
+$222.4K
5,861
+35%
建仓
DXYZ
DESTINY TECH100 INC
+$221.5K
7,230
增持
ANGL
VANECK ETF TRUST
+$219.8K
63,648
+15%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$219.6K
15,946
+34%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$218.4K
1,020
建仓
FTXL
FIRST TR EXCHANGE TRADED FD
+$216.7K
1,673
建仓
HYG
ISHARES TR
+$215.7K
2,675
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$214.2K
0
-100%
增持
WMT
WALMART INC
+$212.3K
23,347
+1%
建仓
KNGZ
FIRST TR EXCHANGE TRADED FD
+$212.2K
5,926
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$210.6K
14,737
+15%
建仓
AEE
AMEREN CORP
+$210.4K
2,107
增持
DXJ
WISDOMTREE TR
+$210.1K
5,898
+18%
清仓
NVS
NOVARTIS AG
-$210.1K
0
-100%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$208.2K
0
-100%
减持
META
META PLATFORMS INC
-$207.6K
1,649
-7%
清仓
TLT
ISHARES TR
-$207.6K
0
-100%
清仓
QQQE
DIREXION SHS ETF TR
-$206.0K
0
-100%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$205.3K
5,399
建仓
ACWX
ISHARES TR
+$204.1K
3,041