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Clearview Wealth Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Clearview Wealth Management LLC

报告期 2026-03-31 · CIK 0001857588

持仓数

60

前50大市值合计

$139.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

SPHQ INVESCO EXCHANGE TRADED FD T

S&P500 QUALITY

$30.7M

408,328

22.0%

XMHQ INVESCO EXCHANGE TRADED FD T

S&P MDCP QUALITY

$13.3M

128,691

9.5%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$13.1M

259,167

9.3%

IQLT ISHARES TR

MSCI INTL QUALTY

$9.1M

197,467

6.5%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$5.7M

75,030

4.1%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$5.7M

124,707

4.1%

JBBB JANUS DETROIT STR TR

B-BBB CLO ETF

$4.3M

92,944

3.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$4.0M

6,107

2.8%

USEW EA SERIES TRUST

CAMBRIA US EQUAL

$3.5M

72,093

2.5%

MTUM ISHARES TR

MSCI USA MMENTM

$3.3M

13,721

2.4%

AGG ISHARES TR

CORE US AGGBD ET

$3.0M

30,561

2.2%

SDSI AMERICAN CENTY ETF TR

SHORT DURTN STRG

$2.8M

54,588

2.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$2.8M

4,685

2.0%

XLK SELECT SECTOR SPDR TR

STATE STREET TEC

$2.7M

20,647

2.0%

IEFA ISHARES TR

CORE MSCI EAFE

$2.7M

29,535

1.9%

AAPL APPLE INC

COM

$2.2M

8,657

1.6%

GOOG ALPHABET INC

CAP STK CL C

$2.1M

7,220

1.5%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.8M

6,416

1.3%

SCHA SCHWAB STRATEGIC TR

US SML CAP ETF

$1.7M

59,980

1.2%

VCSH VANGUARD SCOTTSDALE FDS

SHRT TRM CORP BD

$1.6M

20,099

1.1%

LOAR LOAR HOLDINGS INC

COM SHS

$1.5M

27,001

1.1%

VTEB VANGUARD MUN BD FDS

TAX EXEMPT BD

$1.4M

27,357

1.0%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$1.3M

33,032

1.0%

NVDA NVIDIA CORPORATION

COM

$1.3M

7,451

0.9%

MSFT MICROSOFT CORP

COM

$1.2M

3,259

0.9%

IJR ISHARES TR

CORE S&P SCP ETF

$1.1M

8,988

0.8%

ORCL ORACLE CORP

COM

$999.5K

6,794

0.7%

CGGR CAPITAL GROUP GROWTH ETF

SHS CREATION UNI

$995.5K

24,770

0.7%

V VISA INC

COM CL A

$991.0K

3,279

0.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$972.3K

2,029

0.7%

AOA ISHARES TR

CORE 80/20 AGGRE

$901.3K

10,185

0.6%

AMZN AMAZON COM INC

COM

$893.3K

4,289

0.6%

CGNG CAPITAL GROUP NEW GEOGRAPHY

SHS

$803.2K

25,443

0.6%

IJH ISHARES TR

CORE S&P MCP ETF

$788.1K

11,670

0.6%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$734.9K

2,459

0.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$734.6K

3,744

0.5%

SPEM SPDR INDEX SHS FDS

STATE STREET SPD

$704.9K

15,026

0.5%

AOR ISHARES TR

CORE 60/40 BALAN

$686.4K

10,666

0.5%

TAXF AMERICAN CENTY ETF TR

DIVERSIFIED MU

$655.4K

13,094

0.5%

RODM LATTICE STRATEGIES TR

HARTFORD MLT ETF

$591.9K

15,015

0.4%

SMLV SPDR SERIES TRUST

STATE STREET SPD

$581.1K

4,239

0.4%

XLV SELECT SECTOR SPDR TR

STATE STREET HEA

$525.3K

3,583

0.4%

TIP ISHARES TR

TIPS BD ETF

$516.7K

4,682

0.4%

TSLA TESLA INC

COM

$473.2K

1,273

0.3%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$437.9K

7,149

0.3%

NULG NUSHARES ETF TR

NUVEEN ESG LRGCP

$361.6K

3,976

0.3%

AVGO BROADCOM INC

COM

$356.3K

1,151

0.3%

NULV NUSHARES ETF TR

NUVEEN ESG LRGVL

$350.6K

7,705

0.3%

USMV ISHARES TR

MSCI USA MIN VOL

$350.4K

3,778

0.3%

FREL FIDELITY COVINGTON TRUST

MSCI RL EST ETF

$309.4K

11,496

0.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

56%前 6 大占比

SPHQ22.0%XMHQ9.5%JAAA9.3%IQLT6.5%SPYM4.1%FBND4.1%