13F 机构持仓

CLEAR INVESTMENT RESEARCH, LLC

ALPHARETTA GA · SEC CIK 0001635523

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6,423.60万2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IVV 13.3%
EDV 8.1%
FBND 7.0%
SCHX 5.2%
LLY 5.1%
GPK 3.1%
AAPL 3.0%
SPMD 2.8%
ANGL 2.7%
VEA 2.6%

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
USO UNITED STS OIL FD LP $00.00%0 -1,992-100.0% -$25.35万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -337-100.0% -$20.35万 清仓
LDUR PIMCO ETF TR $00.00%0 -2,075-100.0% -$19.88万 清仓
SPYD SPDR SERIES TRUST $00.00%0 -4,072-100.0% -$18.54万 清仓
SO SOUTHERN CO $00.00%0 -1,867-100.0% -$18.02万 清仓
IMCV ISHARES TR $00.00%0 -2,035-100.0% -$17.25万 清仓
— CARILLON SER TR $00.00%0 -6,449-100.0% -$17.23万 清仓
SCHH SCHWAB STRATEGIC TR $00.00%0 -7,959-100.0% -$17.10万 清仓
LRGF ISHARES TR $00.00%0 -2,571-100.0% -$16.97万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -5,336-100.0% -$16.37万 清仓
SCZ ISHARES TR $00.00%0 -2,010-100.0% -$15.76万 清仓
META META PLATFORMS INC $00.00%0 -270-100.0% -$15.43万 清仓
WFC WELLS FARGO & CO $00.00%0 -1,743-100.0% -$13.88万 清仓
EVIM MORGAN STANLEY ETF TRUST $00.00%0 -2,626-100.0% -$13.80万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -2,409-100.0% -$13.63万 清仓
TSLA TESLA INC $00.00%0 -365-100.0% -$13.57万 清仓
NLR VANECK ETF TRUST $00.00%0 -987-100.0% -$13.15万 清仓
SPYG SPDR SERIES TRUST $00.00%0 -1,338-100.0% -$13.10万 清仓
TFLR T ROWE PRICE ETF INC $00.00%0 -2,591-100.0% -$13.05万 清仓
SCHE SCHWAB STRATEGIC TR $00.00%0 -3,882-100.0% -$12.79万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -775-100.0% -$11.19万 清仓
IWF ISHARES TR $00.00%0 -1,028-100.0% -$10.96万 清仓
TFC TRUIST FINL CORP $00.00%0 -2,324-100.0% -$10.68万 清仓
JHMM JOHN HANCOCK EXCHANGE TRADED $00.00%0 -1,582-100.0% -$10.62万 清仓
SPDW SPDR INDEX SHS FDS $00.00%0 -2,297-100.0% -$10.49万 清仓
EEMV ISHARES INC $00.00%0 -1,595-100.0% -$10.33万 清仓
— DIMENSIONAL ETF TRUST $00.00%0 -1,637-100.0% -$10.23万 清仓
NFLX NETFLIX INC. $00.00%0 -948-100.0% -$9.12万 清仓
MRK MERCK & CO INC $00.00%0 -676-100.0% -$8.13万 清仓
CVX CHEVRON CORPORATION $00.00%0 -385-100.0% -$7.97万 清仓
HD HOME DEPOT INC $00.00%0 -239-100.0% -$7.86万 清仓
ISTB ISHARES TR $00.00%0 -1,585-100.0% -$7.68万 清仓
FPXI FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,186-100.0% -$7.32万 清仓
JNJ JOHNSON & JOHNSON $00.00%0 -300-100.0% -$7.32万 清仓
AGG ISHARES TR $00.00%0 -735-100.0% -$7.30万 清仓
CGUS CAPITAL GROUP CORE EQUITY ET $00.00%0 -1,848-100.0% -$7.10万 清仓
TBLL INVESCO EXCH TRADED FD TR II $00.00%0 -658-100.0% -$6.95万 清仓
SPLV INVESCO EXCH TRADED FD TR II $00.00%0 -943-100.0% -$6.90万 清仓
COST COSTCO WHOLESALE CORPORATION $00.00%0 -69-100.0% -$6.83万 清仓
IYR ISHARES TR $00.00%0 -712-100.0% -$6.73万 清仓
PEP PEPSICO INC $00.00%0 -418-100.0% -$6.49万 清仓
VTV VANGUARD INDEX FDS $00.00%0 -311-100.0% -$6.10万 清仓
ABBV ABBVIE INC $00.00%0 -279-100.0% -$6.06万 清仓
CGGR CAPITAL GROUP GROWTH ETF $00.00%0 -1,507-100.0% -$6.05万 清仓
HODL VANECK BITCOIN ETF $00.00%0 -3,157-100.0% -$6.05万 清仓
SCHC SCHWAB STRATEGIC TR $00.00%0 -1,253-100.0% -$5.86万 清仓
ORCL ORACLE CORP $00.00%0 -391-100.0% -$5.75万 清仓
VTI VANGUARD INDEX FDS $00.00%0 -157-100.0% -$5.05万 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -876-100.0% -$5.05万 清仓
FTA FIRST TR EXCHANGE-TRADED ALP $00.00%0 -537-100.0% -$4.96万 清仓
V VISA INC $00.00%0 -162-100.0% -$4.91万 清仓
HDV ISHARES TR $00.00%0 -1,795-100.0% -$4.87万 清仓
T AT&T INC $00.00%0 -1,648-100.0% -$4.78万 清仓
APD AIR PRODUCTS AND CHEMICALS I $00.00%0 -160-100.0% -$4.66万 清仓
USMV ISHARES TR $00.00%0 -500-100.0% -$4.64万 清仓
PLD PROLOGIS INC. $00.00%0 -351-100.0% -$4.63万 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -467-100.0% -$4.63万 清仓
ETN EATON CORP PLC $00.00%0 -123-100.0% -$4.39万 清仓
MCD MCDONALDS CORP $00.00%0 -140-100.0% -$4.36万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -863-100.0% -$4.05万 清仓
MPLX MPLX LP $00.00%0 -700-100.0% -$3.99万 清仓
IWM ISHARES TR $00.00%0 -156-100.0% -$3.86万 清仓
VIG VANGUARD SPECIALIZED FUNDS $00.00%0 -174-100.0% -$3.74万 清仓
SRE SEMPRA $00.00%0 -383-100.0% -$3.72万 清仓
SBUX STARBUCKS CORP $00.00%0 -413-100.0% -$3.70万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -125-100.0% -$3.68万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -94-100.0% -$3.67万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -125-100.0% -$3.65万 清仓
PSX PHILLIPS 66 $00.00%0 -197-100.0% -$3.59万 清仓
TSPA T ROWE PRICE ETF INC $00.00%0 -867-100.0% -$3.55万 清仓
DJP BARCLAYS BANK PLC $00.00%0 -686-100.0% -$3.30万 清仓
MU MICRON TECHNOLOGY INC $00.00%0 -95-100.0% -$3.21万 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -115-100.0% -$3.12万 清仓
IMTM ISHARES TR $00.00%0 -636-100.0% -$3.06万 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -500-100.0% -$3.03万 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -174-100.0% -$3.02万 清仓
TXN TEXAS INSTRS INC $00.00%0 -154-100.0% -$2.99万 清仓
VOO VANGUARD INDEX FDS $00.00%0 -49-100.0% -$2.93万 清仓
IVW ISHARES TR $00.00%0 -256-100.0% -$2.90万 清仓
USB US BANCORP $00.00%0 -544-100.0% -$2.83万 清仓
AZN ASTRAZENECA PLC $00.00%0 -140-100.0% -$2.76万 清仓
IVE ISHARES TR $00.00%0 -119-100.0% -$2.51万 清仓
SMOT VANECK ETF TRUST $00.00%0 -703-100.0% -$2.47万 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -118-100.0% -$2.46万 清仓
RTX RTX CORPORATION $00.00%0 -123-100.0% -$2.37万 清仓
CRM SALESFORCE INC $00.00%0 -119-100.0% -$2.22万 清仓
EMB ISHARES TR $00.00%0 -225-100.0% -$2.11万 清仓
DG DOLLAR GEN CORP $00.00%0 -176-100.0% -$2.09万 清仓
IJK ISHARES TR $00.00%0 -200-100.0% -$2.01万 清仓
RAAX VANECK ETF TRUST $00.00%0 -489-100.0% -$1.99万 清仓
O REALTY INCOME CORP $00.00%0 -316-100.0% -$1.94万 清仓
IYW ISHARES TR $00.00%0 -106-100.0% -$1.92万 清仓
VWO VANGUARD INTL EQUITY INDEX F $00.00%0 -353-100.0% -$1.91万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 -86-100.0% -$1.76万 清仓
QCOM QUALCOMM INC $00.00%0 -136-100.0% -$1.75万 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -180-100.0% -$1.69万 清仓
ET ENERGY TRANSFER L P $00.00%0 -776-100.0% -$1.50万 清仓
— HONEYWELL INTL INC $00.00%0 -59-100.0% -$1.33万 清仓
ECL ECOLAB INC $00.00%0 -45-100.0% -$1.19万 清仓
PFE PFIZER INC $00.00%0 -391-100.0% -$1.10万 清仓