CLEAR INVESTMENT RESEARCH, LLC
ALPHARETTA GA · SEC CIK 0001635523
$6,389.16万2026Q1 申报市值
241持仓数
48.2%前十大占比 · 第一大 11.7%
14 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DTCR 新建仓+$20.21万
SPMD 加仓+$19.88万
CARILLON SER TR 新建仓+$17.23万
CLOI 重新持有+$13.70万
NLR 新建仓+$13.15万
2026Q1 卖出最多 按季末市值估算
IWO 重新持有-$49.05万
IVE 减仓-$47.78万
IWN 重新持有-$44.61万
IEFA 减仓-$44.41万
IVW 减仓-$43.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $2.37万 | 0.04% | 123 | 18 | 17.1% | $3,473 | 重新持有 |
| PNC | PNC FINL SVCS GROUP INC | $2.46万 | 0.04% | 118 | 0 | 0.0% | — | 重新持有 |
| SMOT | VANECK ETF TRUST | $2.47万 | 0.04% | 703 | 10 | 1.4% | $352 | 重新持有 |
| IVE | ISHARES TR | $2.51万 | 0.04% | 119 | -2,263 | -95.0% | -$47.78万 | 减仓 |
| AZN | ASTRAZENECA PLC | $2.76万 | 0.04% | 140 | 140 | — | $2.76万 | 新建仓 |
| USB | US BANCORP | $2.83万 | 0.04% | 544 | 0 | 0.0% | — | 重新持有 |
| IVW | ISHARES TR | $2.90万 | 0.05% | 256 | -3,870 | -93.8% | -$43.77万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2.93万 | 0.05% | 49 | 4 | 8.9% | $2,390 | 重新持有 |
| TXN | TEXAS INSTRS INC | $2.99万 | 0.05% | 154 | 0 | 0.0% | — | 重新持有 |
| MRSH | MARSH & MCLENNAN COS INC | $3.02万 | 0.05% | 174 | 1 | 0.6% | $173 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3.03万 | 0.05% | 500 | 0 | 0.0% | — | 重新持有 |
| IMTM | ISHARES TR | $3.06万 | 0.05% | 636 | 31 | 5.1% | $1,489 | 重新持有 |
| UNH | UNITEDHEALTH GROUP INC | $3.12万 | 0.05% | 115 | 27 | 30.7% | $7,330 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $3.21万 | 0.05% | 95 | 95 | — | $3.21万 | 新建仓 |
| DJP | BARCLAYS BANK PLC | $3.30万 | 0.05% | 686 | -4,666 | -87.2% | -$22.46万 | 重新持有 |
| TSPA | T ROWE PRICE ETF INC | $3.55万 | 0.06% | 867 | 5 | 0.6% | $205 | 重新持有 |
| PSX | PHILLIPS 66 | $3.59万 | 0.06% | 197 | 0 | 0.0% | — | 重新持有 |
| TRV | TRAVELERS COMPANIES INC | $3.65万 | 0.06% | 125 | 0 | 0.0% | — | 重新持有 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.67万 | 0.06% | 94 | 0 | 0.0% | — | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $3.68万 | 0.06% | 125 | 3 | 2.5% | $882 | 重新持有 |
| SBUX | STARBUCKS CORP | $3.70万 | 0.06% | 413 | -18 | -4.2% | -$1,613 | 重新持有 |
| SRE | SEMPRA | $3.72万 | 0.06% | 383 | 1 | 0.3% | $97 | 重新持有 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3.74万 | 0.06% | 174 | -2 | -1.1% | -$430 | 重新持有 |
| IWM | ISHARES TR | $3.86万 | 0.06% | 156 | 21 | 15.6% | $5,200 | 重新持有 |
| MPLX | MPLX LP | $3.99万 | 0.06% | 700 | 0 | 0.0% | — | 重新持有 |
| FIS | FIDELITY NATL INFORMATION SV | $4.05万 | 0.06% | 863 | 1 | 0.1% | $47 | 重新持有 |
| MCD | MCDONALDS CORP | $4.36万 | 0.07% | 140 | 0 | 0.0% | — | 重新持有 |
| ETN | EATON CORP PLC | $4.39万 | 0.07% | 123 | 1 | 0.8% | $357 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $4.63万 | 0.07% | 467 | -11 | -2.3% | -$1,090 | 重新持有 |
| PLD | PROLOGIS INC. | $4.63万 | 0.07% | 351 | 8 | 2.3% | $1,056 | 重新持有 |
| USMV | ISHARES TR | $4.64万 | 0.07% | 500 | 16 | 3.3% | $1,484 | 重新持有 |
| APD | AIR PRODUCTS AND CHEMICALS I | $4.66万 | 0.07% | 160 | 1 | 0.6% | $291 | 重新持有 |
| T | AT&T INC | $4.78万 | 0.07% | 1,648 | 0 | 0.0% | — | 重新持有 |
| HDV | ISHARES TR | $4.87万 | 0.08% | 359 | -150 | -29.5% | -$2.03万 | 重新持有 |
| V | VISA INC | $4.91万 | 0.08% | 162 | 18 | 12.5% | $5,454 | 重新持有 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $4.96万 | 0.08% | 537 | 6 | 1.1% | $554 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $5.05万 | 0.08% | 876 | 16 | 1.9% | $922 | 重新持有 |
| VTI | VANGUARD INDEX FDS | $5.05万 | 0.08% | 157 | 1 | 0.6% | $322 | 重新持有 |
| ORCL | ORACLE CORP | $5.75万 | 0.09% | 391 | 97 | 33.0% | $1.43万 | 重新持有 |
| SCHC | SCHWAB STRATEGIC TR | $5.86万 | 0.09% | 1,253 | 0 | 0.0% | — | 重新持有 |
| HODL | VANECK BITCOIN ETF | $6.05万 | 0.09% | 3,157 | 620 | 24.4% | $1.19万 | 重新持有 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.05万 | 0.09% | 1,507 | 3 | 0.2% | $121 | 重新持有 |
| ABBV | ABBVIE INC | $6.06万 | 0.09% | 279 | 1 | 0.4% | $217 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $6.10万 | 0.10% | 311 | -9 | -2.8% | -$1,766 | 重新持有 |
| VTEB | VANGUARD MUN BD FDS | $6.19万 | 0.10% | 1,241 | 21 | 1.7% | $1,048 | 重新持有 |
| PEP | PEPSICO INC | $6.49万 | 0.10% | 418 | 0 | 0.0% | — | 重新持有 |
| IYR | ISHARES TR | $6.73万 | 0.11% | 712 | -1,657 | -69.9% | -$15.67万 | 重新持有 |
| COST | COSTCO WHOLESALE CORPORATION | $6.83万 | 0.11% | 69 | 1 | 1.5% | $990 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $6.90万 | 0.11% | 943 | -643 | -40.5% | -$4.70万 | 重新持有 |
| TBLL | INVESCO EXCH TRADED FD TR II | $6.95万 | 0.11% | 658 | 12 | 1.9% | $1,267 | 重新持有 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $7.10万 | 0.11% | 1,848 | 38 | 2.1% | $1,460 | 重新持有 |
| AGG | ISHARES TR | $7.30万 | 0.11% | 735 | -2,944 | -80.0% | -$29.22万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $7.32万 | 0.11% | 300 | -1,576 | -84.0% | -$38.46万 | 重新持有 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $7.32万 | 0.11% | 1,186 | 0 | 0.0% | — | 重新持有 |
| ISTB | ISHARES TR | $7.68万 | 0.12% | 1,585 | -349 | -18.0% | -$1.69万 | 重新持有 |
| HD | HOME DEPOT INC | $7.86万 | 0.12% | 239 | 3 | 1.3% | $986 | 重新持有 |
| CVX | CHEVRON CORPORATION | $7.97万 | 0.12% | 385 | 58 | 17.7% | $1.20万 | 重新持有 |
| MRK | MERCK & CO INC | $8.13万 | 0.13% | 676 | 0 | 0.0% | — | 重新持有 |
| NFLX | NETFLIX INC. | $9.12万 | 0.14% | 948 | 860 | 977.3% | $8.27万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $10.15万 | 0.16% | 499 | 2 | 0.4% | $407 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $10.23万 | 0.16% | 1,637 | -20 | -1.2% | -$1,249 | 重新持有 |
| EEMV | ISHARES INC | $10.33万 | 0.16% | 1,595 | -2,424 | -60.3% | -$15.70万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $10.49万 | 0.16% | 2,297 | 139 | 6.4% | $6,346 | 重新持有 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $10.62万 | 0.17% | 1,582 | -79 | -4.8% | -$5,303 | 重新持有 |
| TFC | TRUIST FINL CORP | $10.68万 | 0.17% | 2,324 | -36 | -1.5% | -$1,655 | 重新持有 |
| IWF | ISHARES TR | $10.96万 | 0.17% | 257 | 0 | 0.0% | — | 重新持有 |
| PG | PROCTER & GAMBLE CO | $11.19万 | 0.18% | 775 | -395 | -33.8% | -$5.70万 | 重新持有 |
| SCHE | SCHWAB STRATEGIC TR | $12.79万 | 0.20% | 3,882 | 3 | 0.1% | $99 | 重新持有 |
| TFLR | T ROWE PRICE ETF INC | $13.05万 | 0.20% | 2,591 | 1,926 | 289.6% | $9.70万 | 重新持有 |
| SPYG | SPDR SERIES TRUST | $13.10万 | 0.21% | 1,338 | 4 | 0.3% | $392 | 重新持有 |
| NLR | VANECK ETF TRUST | $13.15万 | 0.21% | 987 | 987 | — | $13.15万 | 新建仓 |
| TSLA | TESLA INC | $13.57万 | 0.21% | 365 | -71 | -16.3% | -$2.64万 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $13.63万 | 0.21% | 2,409 | 23 | 1.0% | $1,301 | 重新持有 |
| EVIM | MORGAN STANLEY ETF TRUST | $13.80万 | 0.22% | 2,626 | 46 | 1.8% | $2,417 | 重新持有 |
| WFC | WELLS FARGO & CO | $13.88万 | 0.22% | 1,743 | -958 | -35.5% | -$7.63万 | 重新持有 |
| FMDE | FIDELITY COVINGTON TRUST | $13.94万 | 0.22% | 3,876 | 2,588 | 200.9% | $9.31万 | 重新持有 |
| META | META PLATFORMS INC | $15.43万 | 0.24% | 270 | 78 | 40.6% | $4.46万 | 重新持有 |
| SCZ | ISHARES TR | $15.76万 | 0.25% | 2,010 | -153 | -7.1% | -$1.20万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $16.37万 | 0.26% | 5,336 | -8 | -0.1% | -$245 | 重新持有 |
| SOXX | ISHARES TR | $16.73万 | 0.26% | 509 | 33 | 6.9% | $1.08万 | 重新持有 |
| LRGF | ISHARES TR | $16.97万 | 0.27% | 2,571 | 0 | 0.0% | — | 重新持有 |
| SCHH | SCHWAB STRATEGIC TR | $17.10万 | 0.27% | 7,959 | 0 | 0.0% | — | 重新持有 |
| — | CARILLON SER TR | $17.23万 | 0.27% | 6,449 | 6,449 | — | $17.23万 | 新建仓 |
| IMCV | ISHARES TR | $17.25万 | 0.27% | 2,035 | -39 | -1.9% | -$3,306 | 重新持有 |
| SO | SOUTHERN CO | $18.02万 | 0.28% | 1,867 | -51 | -2.7% | -$4,922 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $18.54万 | 0.29% | 4,072 | 0 | 0.0% | — | 重新持有 |
| LDUR | PIMCO ETF TR | $19.88万 | 0.31% | 2,075 | 97 | 4.9% | $9,295 | 重新持有 |
| DTCR | GLOBAL X FDS | $20.21万 | 0.32% | 8,437 | 8,437 | — | $20.21万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.35万 | 0.32% | 337 | 0 | 0.0% | — | 重新持有 |
| IXUS | ISHARES TR | $20.75万 | 0.32% | 2,395 | -693 | -22.4% | -$6.00万 | 减仓 |
| CLOI | VANECK ETF TRUST | $22.51万 | 0.35% | 4,271 | 2,599 | 155.4% | $13.70万 | 重新持有 |
| AVGO | BROADCOM INC | $24.06万 | 0.38% | 777 | 100 | 14.8% | $3.10万 | 加仓 |
| USO | UNITED STS OIL FD LP | $25.35万 | 0.40% | 1,992 | 0 | 0.0% | — | 重新持有 |
| TQQQ | PROSHARES TR | $26.11万 | 0.41% | 6,264 | 35 | 0.6% | $1,459 | 加仓 |
| — | EXXON MOBIL CORP | $27.70万 | 0.43% | 1,633 | 0 | 0.0% | — | 重新持有 |
| WMT | WALMART INC | $29.10万 | 0.46% | 2,342 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.24万 | 0.47% | 465 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES TR | $30.47万 | 0.48% | 1,588 | -314 | -16.5% | -$6.02万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.05万 | 0.50% | 2,191 | 179 | 8.9% | $2.62万 | 加仓 |
| KO | COCA COLA CO | $32.20万 | 0.50% | 4,235 | 141 | 3.4% | $1.07万 | 加仓 |