13F 机构持仓

Clarity Asset Management, Inc.

AMES IA · SEC CIK 0001756759

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.04亿2026Q2
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

SPYM 11.2%
BIV 5.3%
NUDM 5.2%
ESGU 4.9%
AVSU 4.8%
QQQM 4.5%
CGMS 4.1%
DFIV 3.8%
VFLO 3.7%
CGCB 3.5%

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
NUSC NUSHARES ETF TR $7.63万0.04%1,694 00.0% — 不变
— EXXON MOBIL CORP $7.74万0.04%456 30.7% $509 加仓
VYM VANGUARD WHITEHALL FDS $7.80万0.04%527 30.6% $444 加仓
KO COCA COLA CO $7.83万0.04%1,029 -16-1.5% -$1,217 减仓
EMR EMERSON ELEC CO $7.93万0.04%605 -11-1.8% -$1,442 减仓
DIS DISNEY WALT CO $7.94万0.04%824 60.7% $578 加仓
CINF CINCINNATI FINL CORP $8.15万0.04%518 -16-3.0% -$2,518 减仓
LOW LOWES COS INC $8.22万0.04%348 -1-0.3% -$236 减仓
VEA VANGUARD TAX MANAGED FDS $8.73万0.04%1,363 -4,173-75.4% -$26.73万 减仓
DFGX DIMENSIONAL ETF TRUST $8.97万0.05%1,710 00.0% — 不变
FMDE FIDELITY COVINGTON TRUST $9.02万0.05%2,507 2,507— $9.02万 新建仓
TCOM TRIP COM GROUP LTD $9.14万0.05%1,835 00.0% — 不变
AVSE AMERICAN CENTY ETF TR $9.31万0.05%1,399 1,399— $9.31万 新建仓
GE GE AEROSPACE $9.59万0.05%338 10.3% $284 加仓
GOOGL ALPHABET INC $9.85万0.05%342 -100-22.6% -$2.88万 减仓
LNT ALLIANT ENERGY CORP $10.23万0.05%1,425 110.8% $789 加仓
AOA ISHARES TR $10.61万0.05%1,199 812209.8% $7.18万 加仓
WFC WELLS FARGO CO NEW $10.61万0.05%1,333 -94-6.6% -$7,484 减仓
AAPL APPLE INC $11.27万0.06%444 -8-1.8% -$2,030 减仓
AVDV AMERICAN CENTY ETF TR $12.05万0.06%1,207 1,009509.6% $10.07万 加仓
PH PARKER HANNIFIN CORP $12.29万0.06%137 -11-7.4% -$9,866 减仓
IVE ISHARES TR $12.35万0.06%585 -7-1.2% -$1,477 减仓
— FIDELITY COVINGTON TRUST $12.83万0.06%3,629 3,629— $12.83万 新建仓
BKDV BNY MELLON ETF TRUST II $12.85万0.07%4,332 4,332— $12.85万 新建仓
BGRN ISHARES TR $13.33万0.07%2,809 1,28384.1% $6.09万 加仓
XJH ISHARES TR $13.39万0.07%2,952 2,952— $13.39万 新建仓
BRK/B BERKSHIRE HATHAWAY INC DEL $13.56万0.07%283 00.0% — 不变
GRMN GARMIN LTD $13.94万0.07%601 30.5% $696 加仓
EVSD MORGAN STANLEY ETF TRUST $14.29万0.07%2,806 2,806— $14.29万 新建仓
— AMES NATL CORP $14.46万0.07%5,124 460.9% $1,298 加仓
FDLO FIDELITY COVINGTON TRUST $14.55万0.07%2,253 100.4% $646 加仓
FVAL FIDELITY COVINGTON TRUST $14.97万0.08%2,157 90.4% $625 加仓
EVTR MORGAN STANLEY ETF TRUST $15.12万0.08%2,980 2,980— $15.12万 新建仓
ELCV STRATEGY SHS $15.79万0.08%5,446 5,446— $15.79万 新建仓
DFGP DIMENSIONAL ETF TRUST $17.47万0.09%3,235 3,235— $17.47万 新建仓
EMNT PIMCO ETF TR $18.29万0.09%1,849 -59,206-97.0% -$585.72万 减仓
FREL FIDELITY COVINGTON TRUST $18.47万0.09%6,863 -10,968-61.5% -$29.52万 减仓
ESGD ISHARES TR $18.58万0.09%1,943 -19-1.0% -$1,817 减仓
FLTB FIDELITY MERRIMACK STR TR $18.84万0.10%3,747 3,747— $18.84万 新建仓
FELV FIDELITY COVINGTON TRUST $18.90万0.10%5,414 -12,689-70.1% -$44.30万 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $19.22万0.10%2,133 140.7% $1,262 加仓
VXUS VANGUARD STAR FDS $19.62万0.10%2,544 00.0% — 不变
DE DEERE CO $19.70万0.10%350 00.0% — 不变
QGRW WISDOMTREE TR $20.71万0.10%3,877 3,877— $20.71万 新建仓
DFSU DIMENSIONAL ETF TRUST $20.75万0.11%5,049 5,049— $20.75万 新建仓
CVX CHEVRON CORP NEW $20.88万0.11%1,009 -71-6.6% -$1.47万 减仓
CGHM CAPITAL GRP FIXED INCM ETF T $21.30万0.11%8,414 7,586916.2% $19.21万 加仓
WMT WALMART INC $21.44万0.11%1,725 -90-5.0% -$1.12万 减仓
EMXC ISHARES INC $21.75万0.11%2,765 -4,350-61.1% -$34.21万 减仓
JNJ JOHNSON JOHNSON $24.77万0.13%1,013 -136-11.8% -$3.32万 减仓
BIDD BLACKROCK ETF TRUST $26.14万0.13%9,193 60.1% $171 加仓
FIVA FIDELITY COVINGTON TRUST $26.19万0.13%7,523 7,523— $26.19万 新建仓
MSFT MICROSOFT CORP $28.59万0.14%772 10.1% $370 加仓
— FIDELITY MERRIMACK STR TR $30.03万0.15%6,109 6,109— $30.03万 新建仓
VTI VANGUARD INDEX FDS $30.99万0.16%966 00.0% — 不变
IJJ ISHARES TR $32.35万0.16%2,442 90.4% $1,192 加仓
IJT ISHARES TR $32.48万0.16%2,244 30.1% $434 加仓
FDVV FIDELITY COVINGTON TRUST $32.78万0.17%5,933 5,933— $32.78万 新建仓
UBND VICTORY PORTFOLIOS II $33.32万0.17%15,297 15,297— $33.32万 新建仓
IGRO ISHARES TR $36.99万0.19%4,416 -6,939-61.1% -$58.12万 减仓
DFSI DIMENSIONAL ETF TRUST $37.78万0.19%8,910 8,039923.0% $34.08万 加仓
FBCG FIDELITY COVINGTON TRUST $38.07万0.19%7,595 7,595— $38.07万 新建仓
WTMF WISDOMTREE TR $38.35万0.19%9,663 9,663— $38.35万 新建仓
FIGB FIDELITY MERRIMACK STR TR $39.83万0.20%9,254 9,254— $39.83万 新建仓
MMM 3M CO $42.76万0.22%2,944 10.0% $145 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $45.17万0.23%11,756 8,113222.7% $31.17万 加仓
FENI FIDELITY COVINGTON TRUST $45.35万0.23%12,190 -10,392-46.0% -$38.66万 减仓
COWG PACER FDS TR $49.11万0.25%14,556 14,556— $49.11万 新建仓
DFSB DIMENSIONAL ETF TRUST $49.77万0.25%9,620 9,620— $49.77万 新建仓
LII LENNOX INTL INC $52.39万0.27%1,129 30.3% $1,392 加仓
FELC FIDELITY COVINGTON TRUST $52.87万0.27%14,578 14,578— $52.87万 新建仓
SPMO INVESCO EXCH TRADED FD TR II $55.26万0.28%4,929 4,227602.1% $47.39万 加仓
PYLD PIMCO ETF TR $64.29万0.33%24,537 -203,761-89.3% -$533.85万 减仓
STIP ISHARES TR $66.15万0.33%6,396 6,396— $66.15万 新建仓
PVAL PUTNAM ETF TRUST $84.53万0.43%18,218 16,097758.9% $74.69万 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $104.31万0.53%38,420 38,420— $104.31万 新建仓
IVW ISHARES TR $108.49万0.55%9,592 -5,298-35.6% -$59.93万 减仓
CASY CASEYS GEN STORES INC $140.98万0.71%1,937 56641.3% $41.20万 加仓
FRDM EA SERIES TRUST $142.24万0.72%26,027 25,3263,612.8% $138.40万 加仓
NULV NUSHARES ETF TR $146.79万0.74%32,261 -76,825-70.4% -$349.55万 减仓
ITOT ISHARES TR $154.22万0.78%10,828 250.2% $3,561 加仓
IDMO INVESCO EXCH TRADED FD TR II $163.08万0.83%29,738 28,6312,586.4% $157.01万 加仓
AVIG AMERICAN CENTY ETF TR $168.77万0.85%40,629 40,629— $168.77万 新建仓
DBMF LITMAN GREGORY FDS TR $206.20万1.04%68,393 68,393— $206.20万 新建仓
DGRO ISHARES TR $228.00万1.15%32,488 31,6743,891.2% $222.29万 加仓
ESGV VANGUARD WORLD FD $230.54万1.17%20,535 -164,608-88.9% -$1,848.02万 减仓
INFL LISTED FD TR $262.59万1.33%50,440 50,06013,173.7% $260.61万 加仓
TSME THRIVENT ETF TRUST $293.92万1.49%70,687 -165,646-70.1% -$688.76万 减仓
MEAR ISHARES U S ETF TR $300.38万1.52%59,671 -5,003-7.7% -$25.18万 减仓
— FRANKLIN TEMPLETON HOLDINGS $302.09万1.53%48,591 47,7615,754.3% $296.93万 加仓
JMST J P MORGAN EXCHANGE TRADED F $317.31万1.61%62,241 1,8143.0% $9.25万 加仓
MINO PIMCO ETF TR $397.81万2.01%88,069 -7,512-7.9% -$33.93万 减仓
AVSD AMERICAN CENTY ETF TR $470.12万2.38%63,832 -145,099-69.4% -$1,068.66万 减仓
BWZ SPDR SER TR $475.74万2.41%176,725 -85,418-32.6% -$229.95万 减仓
NULG NUSHARES ETF TR $485.64万2.46%53,402 -49,647-48.2% -$451.49万 减仓
JPST J P MORGAN EXCHANGE TRADED F $493.40万2.50%97,491 96,1347,084.3% $486.54万 加仓
USTB VICTORY PORTFOLIOS II $566.25万2.87%111,951 111,951— $566.25万 新建仓
QGRO AMERICAN CENTY ETF TR $628.06万3.18%59,798 59,798— $628.06万 新建仓
MUB ISHARES TR $687.43万3.48%64,760 -8,650-11.8% -$91.82万 减仓
CGCB CAPITAL GRP FIXED INCM ETF T $693.39万3.51%264,049 264,049— $693.39万 新建仓