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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $857.13万 | 13.34% | 11,445 | -34 | -0.3% | -$2.55万 | 减仓 |
| EDV | VANGUARD WORLD FD | $522.53万 | 8.13% | 80,291 | -317 | -0.4% | -$2.06万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $449.88万 | 7.00% | 98,897 | -712 | -0.7% | -$3.24万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $331.03万 | 5.15% | 112,481 | -181 | -0.2% | -$5,327 | 减仓 |
| LLY | ELI LILLY & CO | $326.00万 | 5.07% | 2,718 | -22 | -0.8% | -$2.64万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $199.60万 | 3.11% | 188,840 | 150 | 0.1% | $1,586 | 加仓 |
| AAPL | APPLE INC | $193.93万 | 3.02% | 6,702 | 408 | 6.5% | $11.81万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $180.82万 | 2.81% | 26,764 | 147 | 0.6% | $9,931 | 加仓 |
| ANGL | VANECK ETF TRUST | $171.96万 | 2.68% | 58,809 | 3,938 | 7.2% | $11.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $168.66万 | 2.63% | 23,671 | 122 | 0.5% | $8,693 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $168.38万 | 2.62% | 27,110 | -721 | -2.6% | -$4.48万 | 减仓 |
| IJH | ISHARES TR | $163.66万 | 2.55% | 21,225 | -523 | -2.4% | -$4.03万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $146.54万 | 2.28% | 39,745 | -162 | -0.4% | -$5,973 | 减仓 |
| IJR | ISHARES TR | $139.63万 | 2.17% | 9,414 | -207 | -2.2% | -$3.07万 | 减仓 |
| MSFT | MICROSOFT CORP | $122.73万 | 1.91% | 3,290 | 44 | 1.4% | $1.64万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $119.60万 | 1.86% | 49,543 | 376 | 0.8% | $9,077 | 加仓 |
| NVDA | NVIDIA CORPORATION | $118.68万 | 1.85% | 5,931 | 86 | 1.5% | $1.72万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $97.17万 | 1.51% | 36,667 | -629 | -1.7% | -$1.67万 | 减仓 |
| BAC | BANK OF AMER CORP | $96.61万 | 1.50% | 16,955 | 1 | 0.0% | $57 | 加仓 |
| AMZN | AMAZON COM INC | $94.79万 | 1.48% | 3,977 | 662 | 20.0% | $15.78万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $90.55万 | 1.41% | 26,757 | 43 | 0.2% | $1,455 | 加仓 |
| GOOGL | ALPHABET INC | $88.19万 | 1.37% | 2,468 | -137 | -5.3% | -$4.90万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $82.33万 | 1.28% | 22,788 | -5 | -0.0% | -$181 | 减仓 |
| TLT | ISHARES TR | $76.62万 | 1.19% | 8,866 | -2,151 | -19.5% | -$18.59万 | 减仓 |
| MUNI | PIMCO ETF TR | $73.54万 | 1.14% | 13,981 | 1,542 | 12.4% | $8.11万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $71.04万 | 1.11% | 20,409 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $69.21万 | 1.08% | 24,987 | -139 | -0.6% | -$3,850 | 减仓 |
| IEFA | ISHARES TR | $68.58万 | 1.07% | 7,101 | 98 | 1.4% | $9,464 | 加仓 |
| MINO | PIMCO ETF TR | $64.85万 | 1.01% | 14,171 | 14,171 | — | $64.85万 | 新建仓 |
| DTCR | GLOBAL X FDS | $63.81万 | 0.99% | 21,011 | 12,574 | 149.0% | $38.19万 | 加仓 |
| IEMG | ISHARES INC | $56.67万 | 0.88% | 6,841 | -181 | -2.6% | -$1.50万 | 减仓 |
| R | RYDER SYS INC | $55.31万 | 0.86% | 2,097 | 0 | 0.0% | — | 不变 |
| TQQQ | PROSHARES TR | $51.88万 | 0.81% | 6,405 | 141 | 2.3% | $1.14万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $51.73万 | 0.81% | 5,364 | -37 | -0.7% | -$3,568 | 减仓 |
| IAU | ISHARES GOLD TR | $50.72万 | 0.79% | 6,717 | 916 | 15.8% | $6.92万 | 加仓 |
| STIP | ISHARES TR | $49.90万 | 0.78% | 4,885 | -131 | -2.6% | -$1.34万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.89万 | 0.76% | 977 | 18 | 1.9% | $9,007 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $43.45万 | 0.68% | 4,822 | 2 | 0.0% | $180 | 加仓 |
| QQQ | INVESCO QQQ TR | $41.90万 | 0.65% | 569 | -1 | -0.2% | -$736 | 减仓 |
| HYG | ISHARES TR | $40.08万 | 0.62% | 5,012 | 689 | 15.9% | $5.51万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $38.47万 | 0.60% | 9,326 | -233 | -2.4% | -$9,611 | 减仓 |
| DGRO | ISHARES TR | $37.62万 | 0.59% | 4,964 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $35.20万 | 0.55% | 6,584 | 652 | 11.0% | $3.49万 | 加仓 |
| QUAL | ISHARES TR | $35.00万 | 0.54% | 1,595 | 7 | 0.4% | $1,536 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $34.72万 | 0.54% | 465 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $34.41万 | 0.54% | 4,234 | -1 | -0.0% | -$81 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $34.40万 | 0.54% | 8,478 | 4,602 | 118.7% | $18.67万 | 加仓 |
| TIP | ISHARES TR | $33.82万 | 0.53% | 3,090 | 110 | 3.7% | $1.20万 | 加仓 |
| SOXX | ISHARES TR | $31.78万 | 0.49% | 496 | -13 | -2.6% | -$8,331 | 减仓 |
| AVGO | BROADCOM INC | $29.38万 | 0.46% | 778 | 1 | 0.1% | $378 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.75万 | 0.45% | 495 | -4 | -0.8% | -$2,324 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $26.55万 | 0.41% | 5,249 | 4,008 | 323.0% | $20.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.55万 | 0.40% | 2,190 | -1 | -0.0% | -$117 | 减仓 |
| WMT | WALMART INC | $23.56万 | 0.37% | 2,080 | -262 | -11.2% | -$2.97万 | 减仓 |
| CLOI | VANECK ETF TRUST | $23.03万 | 0.36% | 4,350 | 79 | 1.8% | $4,183 | 加仓 |
| IXUS | ISHARES TR | $22.16万 | 0.34% | 2,322 | -73 | -3.0% | -$6,966 | 减仓 |
| — | EXXON MOBIL CORP | $20.59万 | 0.32% | 1,506 | -127 | -7.8% | -$1.74万 | 减仓 |
| USO | UNITED STS OIL FD LP | $0 | 0.00% | 0 | -1,992 | -100.0% | -$25.35万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -337 | -100.0% | -$20.35万 | 清仓 |
| LDUR | PIMCO ETF TR | $0 | 0.00% | 0 | -2,075 | -100.0% | -$19.88万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,072 | -100.0% | -$18.54万 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -1,867 | -100.0% | -$18.02万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -2,035 | -100.0% | -$17.25万 | 清仓 |
| — | CARILLON SER TR | $0 | 0.00% | 0 | -6,449 | -100.0% | -$17.23万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,959 | -100.0% | -$17.10万 | 清仓 |
| LRGF | ISHARES TR | $0 | 0.00% | 0 | -2,571 | -100.0% | -$16.97万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -5,336 | -100.0% | -$16.37万 | 清仓 |
| SCZ | ISHARES TR | $0 | 0.00% | 0 | -2,010 | -100.0% | -$15.76万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -270 | -100.0% | -$15.43万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -1,743 | -100.0% | -$13.88万 | 清仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -2,626 | -100.0% | -$13.80万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,409 | -100.0% | -$13.63万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -365 | -100.0% | -$13.57万 | 清仓 |
| NLR | VANECK ETF TRUST | $0 | 0.00% | 0 | -987 | -100.0% | -$13.15万 | 清仓 |
| SPYG | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,338 | -100.0% | -$13.10万 | 清仓 |
| TFLR | T ROWE PRICE ETF INC | $0 | 0.00% | 0 | -2,591 | -100.0% | -$13.05万 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -3,882 | -100.0% | -$12.79万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -775 | -100.0% | -$11.19万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,028 | -100.0% | -$10.96万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -2,324 | -100.0% | -$10.68万 | 清仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $0 | 0.00% | 0 | -1,582 | -100.0% | -$10.62万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -2,297 | -100.0% | -$10.49万 | 清仓 |
| EEMV | ISHARES INC | $0 | 0.00% | 0 | -1,595 | -100.0% | -$10.33万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,637 | -100.0% | -$10.23万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -948 | -100.0% | -$9.12万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -676 | -100.0% | -$8.13万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -385 | -100.0% | -$7.97万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -239 | -100.0% | -$7.86万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -1,585 | -100.0% | -$7.68万 | 清仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,186 | -100.0% | -$7.32万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -300 | -100.0% | -$7.32万 | 清仓 |
| AGG | ISHARES TR | $0 | 0.00% | 0 | -735 | -100.0% | -$7.30万 | 清仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $0 | 0.00% | 0 | -1,848 | -100.0% | -$7.10万 | 清仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -658 | -100.0% | -$6.95万 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -943 | -100.0% | -$6.90万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -69 | -100.0% | -$6.83万 | 清仓 |
| IYR | ISHARES TR | $0 | 0.00% | 0 | -712 | -100.0% | -$6.73万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -418 | -100.0% | -$6.49万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -311 | -100.0% | -$6.10万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -279 | -100.0% | -$6.06万 | 清仓 |