Clarity Asset Management, Inc.
AMES IA · SEC CIK 0001756759
$1.98亿2026Q1 申报市值
290持仓数
51.1%前十大占比 · 第一大 11.2%
61 / 19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
SPYM 加仓+$2,152.67万
BIV 新建仓+$1,053.09万
QQQM 加仓+$857.27万
CGMS 新建仓+$808.58万
DFIV 加仓+$749.84万
2026Q1 卖出最多 按季末市值估算
AVSU 减仓-$2,146.36万
ESGV 减仓-$1,848.02万
AVSD 减仓-$1,068.66万
TSME 减仓-$688.76万
EMNT 减仓-$585.72万
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $1.64万 | 0.01% | 150 | 1 | 0.7% | $109 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1.66万 | 0.01% | 201 | 2 | 1.0% | $165 | 加仓 |
| ITM | VANECK ETF TRUST | $1.68万 | 0.01% | 362 | 2 | 0.6% | $93 | 加仓 |
| INTC | INTEL CORP | $1.77万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $1.77万 | 0.01% | 131 | 1 | 0.8% | $135 | 加仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $1.83万 | 0.01% | 681 | 0 | 0.0% | — | 不变 |
| ESGE | ISHARES INC | $1.85万 | 0.01% | 406 | 0 | 0.0% | — | 不变 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $1.91万 | 0.01% | 414 | 4 | 1.0% | $185 | 加仓 |
| TJX | TJX COS INC NEW | $1.93万 | 0.01% | 121 | 1 | 0.8% | $159 | 加仓 |
| CUZ | COUSINS PPTYS INC | $1.95万 | 0.01% | 864 | 11 | 1.3% | $248 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2.17万 | 0.01% | 814 | 814 | — | $2.17万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $2.18万 | 0.01% | 118 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2.20万 | 0.01% | 65 | 65 | — | $2.20万 | 新建仓 |
| HD | HOME DEPOT INC | $2.23万 | 0.01% | 68 | 1 | 1.5% | $328 | 加仓 |
| RTX | RTX CORPORATION | $2.27万 | 0.01% | 118 | -8 | -6.3% | -$1,542 | 减仓 |
| BAC | BANK AMERICA CORP | $2.33万 | 0.01% | 478 | 3 | 0.6% | $146 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $2.36万 | 0.01% | 491 | 0 | 0.0% | — | 不变 |
| OALC | UNIFIED SER TR | $2.37万 | 0.01% | 691 | 4 | 0.6% | $137 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2.39万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2.51万 | 0.01% | 385 | 0 | 0.0% | — | 不变 |
| EVIM | MORGAN STANLEY ETF TRUST | $2.58万 | 0.01% | 491 | 2 | 0.4% | $105 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $2.59万 | 0.01% | 457 | 9 | 2.0% | $510 | 加仓 |
| SYY | SYSCO CORP | $2.60万 | 0.01% | 364 | -50 | -12.1% | -$3,567 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2.68万 | 0.01% | 125 | -334 | -72.8% | -$7.16万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $2.68万 | 0.01% | 247 | 247 | — | $2.68万 | 新建仓 |
| SUSB | ISHARES TR | $2.71万 | 0.01% | 1,079 | -3,965 | -78.6% | -$9.94万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $2.73万 | 0.01% | 322 | -3,154 | -90.7% | -$26.76万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2.77万 | 0.01% | 81 | 1 | 1.2% | $342 | 加仓 |
| MSA | MSA SAFETY INC | $2.79万 | 0.01% | 170 | -14 | -7.6% | -$2,296 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $2.82万 | 0.01% | 589 | 589 | — | $2.82万 | 新建仓 |
| TNC | TENNANT CO | $2.90万 | 0.01% | 437 | 35 | 8.7% | $2,326 | 加仓 |
| KMB | KIMBERLY CLARK CORP | $2.91万 | 0.01% | 302 | 75 | 33.0% | $7,234 | 加仓 |
| KVUE | KENVUE INC | $2.92万 | 0.01% | 1,695 | 446 | 35.7% | $7,687 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $2.92万 | 0.01% | 112 | -8 | -6.7% | -$2,088 | 减仓 |
| ABT | ABBOTT LABS | $2.93万 | 0.01% | 285 | 62 | 27.8% | $6,364 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $2.94万 | 0.01% | 313 | -44 | -12.3% | -$4,139 | 减仓 |
| RLI | RLI CORP | $2.95万 | 0.01% | 517 | 113 | 28.0% | $6,441 | 加仓 |
| GRC | GORMAN RUPP CO | $2.96万 | 0.01% | 476 | -317 | -40.0% | -$1.97万 | 减仓 |
| SWK | STANLEY BLACK DECKER INC | $2.97万 | 0.02% | 418 | -62 | -12.9% | -$4,401 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2.97万 | 0.02% | 146 | 49 | 50.5% | $9,965 | 加仓 |
| HRL | HORMEL FOODS CORP | $2.97万 | 0.02% | 1,313 | 287 | 28.0% | $6,502 | 加仓 |
| MGEE | MGE ENERGY INC | $2.98万 | 0.02% | 385 | 385 | — | $2.98万 | 新建仓 |
| PNR | PENTAIR PLC | $2.98万 | 0.02% | 342 | 342 | — | $2.98万 | 新建仓 |
| BDX | BECTON DICKINSON CO | $3.00万 | 0.02% | 191 | 16 | 9.1% | $2,514 | 加仓 |
| BKH | BLACK HILLS CORP | $3.00万 | 0.02% | 433 | -61 | -12.3% | -$4,231 | 减仓 |
| FTS | FORTIS INC | $3.01万 | 0.02% | 539 | -73 | -11.9% | -$4,075 | 减仓 |
| GWW | GRAINGER W W INC | $3.02万 | 0.02% | 28 | 0 | 0.0% | — | 不变 |
| CBSH | COMMERCE BANCSHARES INC | $3.02万 | 0.02% | 614 | 119 | 24.0% | $5,855 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $3.02万 | 0.02% | 580 | 97 | 20.1% | $5,053 | 加仓 |
| PPG | PPG INDS INC | $3.02万 | 0.02% | 283 | 17 | 6.4% | $1,815 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $3.03万 | 0.02% | 731 | -115 | -13.6% | -$4,766 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $3.05万 | 0.02% | 672 | 67 | 11.1% | $3,037 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $3.06万 | 0.02% | 270 | -3 | -1.1% | -$340 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $3.06万 | 0.02% | 357 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $3.07万 | 0.02% | 309 | 40 | 14.9% | $3,975 | 加仓 |
| NUE | NUCOR CORP | $3.07万 | 0.02% | 182 | -39 | -17.6% | -$6,583 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $3.08万 | 0.02% | 290 | -10 | -3.3% | -$1,061 | 减仓 |
| TR | TOOTSIE ROLL INDS INC | $3.08万 | 0.02% | 720 | -135 | -15.8% | -$5,771 | 减仓 |
| SPGI | S P GLOBAL INC | $3.09万 | 0.02% | 73 | 16 | 28.1% | $6,770 | 加仓 |
| HTO | SJW GROUP | $3.09万 | 0.02% | 527 | -22 | -4.0% | -$1,290 | 减仓 |
| SCL | STEPAN CO | $3.09万 | 0.02% | 619 | 75 | 13.8% | $3,746 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3.13万 | 0.02% | 430 | -147 | -25.5% | -$1.07万 | 减仓 |
| ET | ENERGY TRANSFER L P | $3.15万 | 0.02% | 1,631 | 28 | 1.7% | $540 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.15万 | 0.02% | 584 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $3.16万 | 0.02% | 145 | -5 | -3.3% | -$1,089 | 减仓 |
| PEP | PEPSICO INC | $3.37万 | 0.02% | 217 | -20 | -8.4% | -$3,106 | 减仓 |
| VB | VANGUARD INDEX FDS | $3.40万 | 0.02% | 130 | 1 | 0.8% | $261 | 加仓 |
| QLTY | 2023 ETF SERIES TRUST II | $3.42万 | 0.02% | 944 | 2 | 0.2% | $72 | 加仓 |
| FUL | FULLER H B CO | $3.42万 | 0.02% | 554 | 27 | 5.1% | $1,667 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3.52万 | 0.02% | 827 | 827 | — | $3.52万 | 新建仓 |
| IAU | ISHARES GOLD TR | $3.54万 | 0.02% | 402 | 82 | 25.6% | $7,229 | 重新持有 |
| FQAL | FIDELITY COVINGTON TRUST | $3.85万 | 0.02% | 530 | 2 | 0.4% | $145 | 加仓 |
| JUST | GOLDMAN SACHS ETF TR | $3.85万 | 0.02% | 417 | 1 | 0.2% | $92 | 加仓 |
| ABM | ABM INDS INC | $4.29万 | 0.02% | 1,113 | 190 | 20.6% | $7,320 | 加仓 |
| SPHY | SPDR SER TR | $4.40万 | 0.02% | 1,887 | 1,887 | — | $4.40万 | 新建仓 |
| TGT | TARGET CORP | $4.49万 | 0.02% | 371 | -45 | -10.8% | -$5,449 | 减仓 |
| SPY | SPDR S P 500 ETF TR | $4.59万 | 0.02% | 71 | 1 | 1.4% | $647 | 加仓 |
| MFC | MANULIFE FINL CORP | $4.64万 | 0.02% | 1,348 | 12 | 0.9% | $413 | 加仓 |
| VO | VANGUARD INDEX FDS | $4.65万 | 0.02% | 162 | 51 | 45.9% | $1.46万 | 加仓 |
| AMZN | AMAZON COM INC | $4.71万 | 0.02% | 226 | -80 | -26.1% | -$1.67万 | 减仓 |
| EUSB | ISHARES TR | $4.84万 | 0.02% | 1,112 | 7 | 0.6% | $304 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5.08万 | 0.03% | 1,113 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $5.35万 | 0.03% | 482 | -4,658 | -90.6% | -$51.74万 | 减仓 |
| MZTI | LANCASTER COLONY CORP | $5.47万 | 0.03% | 396 | 32 | 8.8% | $4,423 | 加仓 |
| GPC | GENUINE PARTS CO | $5.68万 | 0.03% | 537 | 40 | 8.0% | $4,229 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5.69万 | 0.03% | 667 | 23 | 3.6% | $1,961 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $5.69万 | 0.03% | 1,144 | 10 | 0.9% | $498 | 加仓 |
| IVV | ISHARES TR | $5.81万 | 0.03% | 89 | 35 | 64.8% | $2.29万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $6.31万 | 0.03% | 1,185 | -123 | -9.4% | -$6,548 | 减仓 |
| JPM | JPMORGAN CHASE CO | $6.47万 | 0.03% | 220 | 1 | 0.5% | $294 | 加仓 |
| AWR | AMER STATES WTR CO | $6.60万 | 0.03% | 872 | 32 | 3.8% | $2,421 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $6.64万 | 0.03% | 1,330 | -12 | -0.9% | -$599 | 减仓 |
| NDSN | NORDSON CORP | $7.09万 | 0.04% | 266 | -27 | -9.2% | -$7,193 | 减仓 |
| DOV | DOVER CORP | $7.13万 | 0.04% | 342 | -28 | -7.6% | -$5,841 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $7.29万 | 0.04% | 2,922 | 2,922 | — | $7.29万 | 新建仓 |
| UMBF | UMB FINL CORP | $7.34万 | 0.04% | 650 | 2 | 0.3% | $226 | 加仓 |
| GEV | GE VERNOVA INC | $7.34万 | 0.04% | 84 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $7.38万 | 0.04% | 181 | 0 | 0.0% | — | 不变 |
| PG | PROCTER AND GAMBLE CO | $7.38万 | 0.04% | 511 | 24 | 4.9% | $3,468 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7.63万 | 0.04% | 315 | 2 | 0.6% | $484 | 加仓 |