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 |
|---|---|---|---|---|---|---|---|---|
| TIP | ISHARES TR | $32.89万 | 0.51% | 2,980 | 891 | 42.7% | $9.83万 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.90万 | 0.51% | 570 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $34.40万 | 0.54% | 4,323 | 4 | 0.1% | $318 | 加仓 |
| DGRO | ISHARES TR | $34.84万 | 0.55% | 4,964 | -234 | -4.5% | -$1.64万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $36.25万 | 0.57% | 4,820 | 8 | 0.2% | $602 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $37.24万 | 0.58% | 9,559 | 12 | 0.1% | $467 | 加仓 |
| SLV | ISHARES SILVER TR | $40.42万 | 0.63% | 5,932 | -2,314 | -28.1% | -$15.77万 | 减仓 |
| R | RYDER SYS INC | $42.93万 | 0.67% | 2,097 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.96万 | 0.72% | 959 | -3 | -0.3% | -$1,438 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $47.91万 | 0.75% | 5,401 | -108 | -2.0% | -$9,580 | 减仓 |
| IEMG | ISHARES INC | $48.98万 | 0.77% | 7,022 | -1,173 | -14.3% | -$8.18万 | 减仓 |
| IAU | ISHARES GOLD TR | $51.14万 | 0.80% | 5,801 | -771 | -11.7% | -$6.80万 | 减仓 |
| STIP | ISHARES TR | $51.88万 | 0.81% | 5,016 | -65 | -1.3% | -$6,722 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $62.19万 | 0.97% | 25,126 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB STRATEGIC TR | $62.25万 | 0.97% | 20,409 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $63.40万 | 0.99% | 7,003 | -4,906 | -41.2% | -$44.41万 | 减仓 |
| MUNI | PIMCO ETF TR | $64.92万 | 1.02% | 12,439 | 9 | 0.1% | $470 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $66.28万 | 1.04% | 22,793 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $69.04万 | 1.08% | 3,315 | 259 | 8.5% | $5.39万 | 加仓 |
| GOOGL | ALPHABET INC | $74.92万 | 1.17% | 2,605 | 125 | 5.0% | $3.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $77.82万 | 1.22% | 26,714 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $82.65万 | 1.29% | 16,954 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $95.51万 | 1.49% | 11,017 | -29 | -0.3% | -$2,514 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $99.25万 | 1.55% | 37,296 | 987 | 2.7% | $2.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $101.94万 | 1.60% | 5,845 | -176 | -2.9% | -$3.07万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $119.33万 | 1.87% | 49,167 | -3,220 | -6.1% | -$7.81万 | 减仓 |
| IJR | ISHARES TR | $119.60万 | 1.87% | 9,621 | -458 | -4.5% | -$5.69万 | 减仓 |
| MSFT | MICROSOFT CORP | $120.16万 | 1.88% | 3,246 | 182 | 5.9% | $6.74万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $123.55万 | 1.93% | 39,907 | 6 | 0.0% | $186 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $139.49万 | 2.18% | 27,831 | 2,408 | 9.5% | $12.07万 | 加仓 |
| IJH | ISHARES TR | $146.87万 | 2.30% | 21,748 | -6,011 | -21.7% | -$40.59万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.90万 | 2.36% | 23,549 | 926 | 4.1% | $5.93万 | 加仓 |
| ANGL | VANECK ETF TRUST | $157.59万 | 2.47% | 54,871 | -7,050 | -11.4% | -$20.25万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $157.62万 | 2.47% | 26,617 | 3,357 | 14.4% | $19.88万 | 加仓 |
| AAPL | APPLE INC | $159.74万 | 2.50% | 6,294 | 94 | 1.5% | $2.39万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $187.56万 | 2.94% | 188,690 | 1,825 | 1.0% | $1.81万 | 加仓 |
| LLY | ELI LILLY & CO | $251.98万 | 3.94% | 2,740 | 17 | 0.6% | $1.56万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $288.87万 | 4.52% | 112,662 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY MERRIMACK STR TR | $454.42万 | 7.11% | 99,609 | 2,570 | 2.6% | $11.72万 | 加仓 |
| EDV | VANGUARD WORLD FD | $523.55万 | 8.19% | 80,608 | -2,972 | -3.6% | -$19.30万 | 减仓 |
| IVV | ISHARES TR | $749.84万 | 11.74% | 11,479 | -309 | -2.6% | -$20.18万 | 减仓 |