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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $749.84万 | 11.74% | 11,479 | -309 | -2.6% | -$20.18万 | 减仓 |
| EDV | VANGUARD WORLD FD | $523.55万 | 8.19% | 80,608 | -2,972 | -3.6% | -$19.30万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $454.42万 | 7.11% | 99,609 | 2,570 | 2.6% | $11.72万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $288.87万 | 4.52% | 112,662 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $251.98万 | 3.94% | 2,740 | 17 | 0.6% | $1.56万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $187.56万 | 2.94% | 188,690 | 1,825 | 1.0% | $1.81万 | 加仓 |
| AAPL | APPLE INC | $159.74万 | 2.50% | 6,294 | 94 | 1.5% | $2.39万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $157.62万 | 2.47% | 26,617 | 3,357 | 14.4% | $19.88万 | 加仓 |
| ANGL | VANECK ETF TRUST | $157.59万 | 2.47% | 54,871 | -7,050 | -11.4% | -$20.25万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $150.90万 | 2.36% | 23,549 | 926 | 4.1% | $5.93万 | 加仓 |
| IJH | ISHARES TR | $146.87万 | 2.30% | 21,748 | -6,011 | -21.7% | -$40.59万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $139.49万 | 2.18% | 27,831 | 2,408 | 9.5% | $12.07万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $123.55万 | 1.93% | 39,907 | 6 | 0.0% | $186 | 加仓 |
| MSFT | MICROSOFT CORP | $120.16万 | 1.88% | 3,246 | 182 | 5.9% | $6.74万 | 加仓 |
| IJR | ISHARES TR | $119.60万 | 1.87% | 9,621 | -458 | -4.5% | -$5.69万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $119.33万 | 1.87% | 49,167 | -3,220 | -6.1% | -$7.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $101.94万 | 1.60% | 5,845 | -176 | -2.9% | -$3.07万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $99.25万 | 1.55% | 37,296 | 987 | 2.7% | $2.63万 | 加仓 |
| TLT | ISHARES TR | $95.51万 | 1.49% | 11,017 | -29 | -0.3% | -$2,514 | 减仓 |
| BAC | BANK AMERICA CORP | $82.65万 | 1.29% | 16,954 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $77.82万 | 1.22% | 26,714 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $74.92万 | 1.17% | 2,605 | 125 | 5.0% | $3.59万 | 加仓 |
| AMZN | AMAZON COM INC | $69.04万 | 1.08% | 3,315 | 259 | 8.5% | $5.39万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $66.28万 | 1.04% | 22,793 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $64.92万 | 1.02% | 12,439 | 9 | 0.1% | $470 | 加仓 |
| IEFA | ISHARES TR | $63.40万 | 0.99% | 7,003 | -4,906 | -41.2% | -$44.41万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $62.25万 | 0.97% | 20,409 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $62.19万 | 0.97% | 25,126 | 0 | 0.0% | — | 不变 |
| STIP | ISHARES TR | $51.88万 | 0.81% | 5,016 | -65 | -1.3% | -$6,722 | 减仓 |
| IAU | ISHARES GOLD TR | $51.14万 | 0.80% | 5,801 | -771 | -11.7% | -$6.80万 | 减仓 |
| IEMG | ISHARES INC | $48.98万 | 0.77% | 7,022 | -1,173 | -14.3% | -$8.18万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $47.91万 | 0.75% | 5,401 | -108 | -2.0% | -$9,580 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $45.96万 | 0.72% | 959 | -3 | -0.3% | -$1,438 | 减仓 |
| R | RYDER SYS INC | $42.93万 | 0.67% | 2,097 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $40.42万 | 0.63% | 5,932 | -2,314 | -28.1% | -$15.77万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $37.24万 | 0.58% | 9,559 | 12 | 0.1% | $467 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $36.25万 | 0.57% | 4,820 | 8 | 0.2% | $602 | 加仓 |
| DGRO | ISHARES TR | $34.84万 | 0.55% | 4,964 | -234 | -4.5% | -$1.64万 | 减仓 |
| HYG | ISHARES TR | $34.40万 | 0.54% | 4,323 | 4 | 0.1% | $318 | 加仓 |
| QQQ | INVESCO QQQ TR | $32.90万 | 0.51% | 570 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $32.89万 | 0.51% | 2,980 | 891 | 42.7% | $9.83万 | 加仓 |
| KO | COCA COLA CO | $32.20万 | 0.50% | 4,235 | 141 | 3.4% | $1.07万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $32.05万 | 0.50% | 2,191 | 179 | 8.9% | $2.62万 | 加仓 |
| QUAL | ISHARES TR | $30.47万 | 0.48% | 1,588 | -314 | -16.5% | -$6.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $30.24万 | 0.47% | 465 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $29.10万 | 0.46% | 2,342 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $27.70万 | 0.43% | 1,633 | 0 | 0.0% | — | 重新持有 |
| TQQQ | PROSHARES TR | $26.11万 | 0.41% | 6,264 | 35 | 0.6% | $1,459 | 加仓 |
| USO | UNITED STS OIL FD LP | $25.35万 | 0.40% | 1,992 | 0 | 0.0% | — | 重新持有 |
| AVGO | BROADCOM INC | $24.06万 | 0.38% | 777 | 100 | 14.8% | $3.10万 | 加仓 |
| CLOI | VANECK ETF TRUST | $22.51万 | 0.35% | 4,271 | 2,599 | 155.4% | $13.70万 | 重新持有 |
| IXUS | ISHARES TR | $20.75万 | 0.32% | 2,395 | -693 | -22.4% | -$6.00万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $20.35万 | 0.32% | 337 | 0 | 0.0% | — | 重新持有 |
| DTCR | GLOBAL X FDS | $20.21万 | 0.32% | 8,437 | 8,437 | — | $20.21万 | 新建仓 |
| LDUR | PIMCO ETF TR | $19.88万 | 0.31% | 2,075 | 97 | 4.9% | $9,295 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $18.54万 | 0.29% | 4,072 | 0 | 0.0% | — | 重新持有 |
| SO | SOUTHERN CO | $18.02万 | 0.28% | 1,867 | -51 | -2.7% | -$4,922 | 重新持有 |
| IMCV | ISHARES TR | $17.25万 | 0.27% | 2,035 | -39 | -1.9% | -$3,306 | 重新持有 |
| — | CARILLON SER TR | $17.23万 | 0.27% | 6,449 | 6,449 | — | $17.23万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $17.10万 | 0.27% | 7,959 | 0 | 0.0% | — | 重新持有 |
| LRGF | ISHARES TR | $16.97万 | 0.27% | 2,571 | 0 | 0.0% | — | 重新持有 |
| SOXX | ISHARES TR | $16.73万 | 0.26% | 509 | 33 | 6.9% | $1.08万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $16.37万 | 0.26% | 5,336 | -8 | -0.1% | -$245 | 重新持有 |
| SCZ | ISHARES TR | $15.76万 | 0.25% | 2,010 | -153 | -7.1% | -$1.20万 | 重新持有 |
| META | META PLATFORMS INC | $15.43万 | 0.24% | 270 | 78 | 40.6% | $4.46万 | 重新持有 |
| FMDE | FIDELITY COVINGTON TRUST | $13.94万 | 0.22% | 3,876 | 2,588 | 200.9% | $9.31万 | 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 |
| EVIM | MORGAN STANLEY ETF TRUST | $13.80万 | 0.22% | 2,626 | 46 | 1.8% | $2,417 | 重新持有 |
| SPYV | SPDR SERIES TRUST | $13.63万 | 0.21% | 2,409 | 23 | 1.0% | $1,301 | 重新持有 |
| TSLA | TESLA INC | $13.57万 | 0.21% | 365 | -71 | -16.3% | -$2.64万 | 重新持有 |
| NLR | VANECK ETF TRUST | $13.15万 | 0.21% | 987 | 987 | — | $13.15万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $13.10万 | 0.21% | 1,338 | 4 | 0.3% | $392 | 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 |
| SCHE | SCHWAB STRATEGIC TR | $12.79万 | 0.20% | 3,882 | 3 | 0.1% | $99 | 重新持有 |
| PG | PROCTER & GAMBLE CO | $11.19万 | 0.18% | 775 | -395 | -33.8% | -$5.70万 | 重新持有 |
| IWF | ISHARES TR | $10.96万 | 0.17% | 257 | 0 | 0.0% | — | 重新持有 |
| TFC | TRUIST FINL CORP | $10.68万 | 0.17% | 2,324 | -36 | -1.5% | -$1,655 | 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 |
| SPDW | SPDR INDEX SHS FDS | $10.49万 | 0.16% | 2,297 | 139 | 6.4% | $6,346 | 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 |
| — | DIMENSIONAL ETF TRUST | $10.23万 | 0.16% | 1,637 | -20 | -1.2% | -$1,249 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $10.15万 | 0.16% | 499 | 2 | 0.4% | $407 | 重新持有 |
| NFLX | NETFLIX INC. | $9.12万 | 0.14% | 948 | 860 | 977.3% | $8.27万 | 重新持有 |
| MRK | MERCK & CO INC | $8.13万 | 0.13% | 676 | 0 | 0.0% | — | 重新持有 |
| CVX | CHEVRON CORPORATION | $7.97万 | 0.12% | 385 | 58 | 17.7% | $1.20万 | 重新持有 |
| HD | HOME DEPOT INC | $7.86万 | 0.12% | 239 | 3 | 1.3% | $986 | 重新持有 |
| ISTB | ISHARES TR | $7.68万 | 0.12% | 1,585 | -349 | -18.0% | -$1.69万 | 重新持有 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $7.32万 | 0.11% | 1,186 | 0 | 0.0% | — | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $7.32万 | 0.11% | 300 | -1,576 | -84.0% | -$38.46万 | 重新持有 |
| AGG | ISHARES TR | $7.30万 | 0.11% | 735 | -2,944 | -80.0% | -$29.22万 | 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 |
| TBLL | INVESCO EXCH TRADED FD TR II | $6.95万 | 0.11% | 658 | 12 | 1.9% | $1,267 | 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 |
| COST | COSTCO WHOLESALE CORPORATION | $6.83万 | 0.11% | 69 | 1 | 1.5% | $990 | 重新持有 |
| IYR | ISHARES TR | $6.73万 | 0.11% | 712 | -1,657 | -69.9% | -$15.67万 | 重新持有 |
| PEP | PEPSICO INC | $6.49万 | 0.10% | 418 | 0 | 0.0% | — | 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 |
| VTV | VANGUARD INDEX FDS | $6.10万 | 0.10% | 311 | -9 | -2.8% | -$1,766 | 重新持有 |
| ABBV | ABBVIE INC | $6.06万 | 0.09% | 279 | 1 | 0.4% | $217 | 重新持有 |
| CGGR | CAPITAL GROUP GROWTH ETF | $6.05万 | 0.09% | 1,507 | 3 | 0.2% | $121 | 重新持有 |