CLEAR INVESTMENT RESEARCH, LLC
ALPHARETTA GA · SEC CIK 0001635523
$6,423.60万2026Q2 申报市值
57持仓数
53.0%前十大占比 · 第一大 13.3%
1 / 185新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MINO 新建仓+$64.85万
DTCR 加仓+$38.19万
VTEB 加仓+$20.27万
FMDE 加仓+$18.67万
AMZN 加仓+$15.78万
2026Q2 卖出最多 按季末市值估算
USO 清仓-$25.35万
LMT 清仓-$20.35万
LDUR 清仓-$19.88万
TLT 减仓-$18.59万
SPYD 清仓-$18.54万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | $37.62万 | 0.59% | 4,964 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $38.47万 | 0.60% | 9,326 | -233 | -2.4% | -$9,611 | 减仓 |
| HYG | ISHARES TR | $40.08万 | 0.62% | 5,012 | 689 | 15.9% | $5.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.90万 | 0.65% | 569 | -1 | -0.2% | -$736 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $43.45万 | 0.68% | 4,822 | 2 | 0.0% | $180 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.89万 | 0.76% | 977 | 18 | 1.9% | $9,007 | 加仓 |
| STIP | ISHARES TR | $49.90万 | 0.78% | 4,885 | -131 | -2.6% | -$1.34万 | 减仓 |
| IAU | ISHARES GOLD TR | $50.72万 | 0.79% | 6,717 | 916 | 15.8% | $6.92万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.73万 | 0.81% | 5,364 | -37 | -0.7% | -$3,568 | 减仓 |
| TQQQ | PROSHARES TR | $51.88万 | 0.81% | 6,405 | 141 | 2.3% | $1.14万 | 加仓 |
| R | RYDER SYS INC | $55.31万 | 0.86% | 2,097 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $56.67万 | 0.88% | 6,841 | -181 | -2.6% | -$1.50万 | 减仓 |
| DTCR | GLOBAL X FDS | $63.81万 | 0.99% | 21,011 | 12,574 | 149.0% | $38.19万 | 加仓 |
| MINO | PIMCO ETF TR | $64.85万 | 1.01% | 14,171 | 14,171 | — | $64.85万 | 新建仓 |
| IEFA | ISHARES TR | $68.58万 | 1.07% | 7,101 | 98 | 1.4% | $9,464 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $69.21万 | 1.08% | 24,987 | -139 | -0.6% | -$3,850 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $71.04万 | 1.11% | 20,409 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $73.54万 | 1.14% | 13,981 | 1,542 | 12.4% | $8.11万 | 加仓 |
| TLT | ISHARES TR | $76.62万 | 1.19% | 8,866 | -2,151 | -19.5% | -$18.59万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $82.33万 | 1.28% | 22,788 | -5 | -0.0% | -$181 | 减仓 |
| GOOGL | ALPHABET INC | $88.19万 | 1.37% | 2,468 | -137 | -5.3% | -$4.90万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $90.55万 | 1.41% | 26,757 | 43 | 0.2% | $1,455 | 加仓 |
| AMZN | AMAZON COM INC | $94.79万 | 1.48% | 3,977 | 662 | 20.0% | $15.78万 | 加仓 |
| BAC | BANK OF AMER CORP | $96.61万 | 1.50% | 16,955 | 1 | 0.0% | $57 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $97.17万 | 1.51% | 36,667 | -629 | -1.7% | -$1.67万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $118.68万 | 1.85% | 5,931 | 86 | 1.5% | $1.72万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $119.60万 | 1.86% | 49,543 | 376 | 0.8% | $9,077 | 加仓 |
| MSFT | MICROSOFT CORP | $122.73万 | 1.91% | 3,290 | 44 | 1.4% | $1.64万 | 加仓 |
| IJR | ISHARES TR | $139.63万 | 2.17% | 9,414 | -207 | -2.2% | -$3.07万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $146.54万 | 2.28% | 39,745 | -162 | -0.4% | -$5,973 | 减仓 |
| IJH | ISHARES TR | $163.66万 | 2.55% | 21,225 | -523 | -2.4% | -$4.03万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $168.38万 | 2.62% | 27,110 | -721 | -2.6% | -$4.48万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $168.66万 | 2.63% | 23,671 | 122 | 0.5% | $8,693 | 加仓 |
| ANGL | VANECK ETF TRUST | $171.96万 | 2.68% | 58,809 | 3,938 | 7.2% | $11.51万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $180.82万 | 2.81% | 26,764 | 147 | 0.6% | $9,931 | 加仓 |
| AAPL | APPLE INC | $193.93万 | 3.02% | 6,702 | 408 | 6.5% | $11.81万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $199.60万 | 3.11% | 188,840 | 150 | 0.1% | $1,586 | 加仓 |
| LLY | ELI LILLY & CO | $326.00万 | 5.07% | 2,718 | -22 | -0.8% | -$2.64万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $331.03万 | 5.15% | 112,481 | -181 | -0.2% | -$5,327 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $449.88万 | 7.00% | 98,897 | -712 | -0.7% | -$3.24万 | 减仓 |
| EDV | VANGUARD WORLD FD | $522.53万 | 8.13% | 80,291 | -317 | -0.4% | -$2.06万 | 减仓 |
| IVV | ISHARES TR | $857.13万 | 13.34% | 11,445 | -34 | -0.3% | -$2.55万 | 减仓 |