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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SER TR | $2,218.26万 | 11.23% | 289,817 | 281,248 | 3,282.2% | $2,152.67万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,053.09万 | 5.33% | 136,446 | 136,446 | — | $1,053.09万 | 新建仓 |
| NUDM | NUSHARES ETF TR | $1,033.85万 | 5.23% | 286,305 | -133,615 | -31.8% | -$482.48万 | 减仓 |
| ESGU | ISHARES TR | $963.84万 | 4.88% | 68,154 | -15,450 | -18.5% | -$218.49万 | 减仓 |
| AVSU | AMERICAN CENTY ETF TR | $952.97万 | 4.82% | 128,901 | -290,323 | -69.3% | -$2,146.36万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $885.50万 | 4.48% | 37,266 | 36,078 | 3,036.9% | $857.27万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $808.58万 | 4.09% | 296,946 | 296,946 | — | $808.58万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $754.59万 | 3.82% | 142,969 | 142,070 | 15,803.1% | $749.84万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $736.49万 | 3.73% | 186,548 | 186,548 | — | $736.49万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $693.39万 | 3.51% | 264,049 | 264,049 | — | $693.39万 | 新建仓 |
| MUB | ISHARES TR | $687.43万 | 3.48% | 64,760 | -8,650 | -11.8% | -$91.82万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $628.06万 | 3.18% | 59,798 | 59,798 | — | $628.06万 | 新建仓 |
| USTB | VICTORY PORTFOLIOS II | $566.25万 | 2.87% | 111,951 | 111,951 | — | $566.25万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $493.40万 | 2.50% | 97,491 | 96,134 | 7,084.3% | $486.54万 | 加仓 |
| NULG | NUSHARES ETF TR | $485.64万 | 2.46% | 53,402 | -49,647 | -48.2% | -$451.49万 | 减仓 |
| BWZ | SPDR SER TR | $475.74万 | 2.41% | 176,725 | -85,418 | -32.6% | -$229.95万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $470.12万 | 2.38% | 63,832 | -145,099 | -69.4% | -$1,068.66万 | 减仓 |
| MINO | PIMCO ETF TR | $397.81万 | 2.01% | 88,069 | -7,512 | -7.9% | -$33.93万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $317.31万 | 1.61% | 62,241 | 1,814 | 3.0% | $9.25万 | 加仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $302.09万 | 1.53% | 48,591 | 47,761 | 5,754.3% | $296.93万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $300.38万 | 1.52% | 59,671 | -5,003 | -7.7% | -$25.18万 | 减仓 |
| TSME | THRIVENT ETF TRUST | $293.92万 | 1.49% | 70,687 | -165,646 | -70.1% | -$688.76万 | 减仓 |
| INFL | LISTED FD TR | $262.59万 | 1.33% | 50,440 | 50,060 | 13,173.7% | $260.61万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $230.54万 | 1.17% | 20,535 | -164,608 | -88.9% | -$1,848.02万 | 减仓 |
| DGRO | ISHARES TR | $228.00万 | 1.15% | 32,488 | 31,674 | 3,891.2% | $222.29万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $206.20万 | 1.04% | 68,393 | 68,393 | — | $206.20万 | 新建仓 |
| AVIG | AMERICAN CENTY ETF TR | $168.77万 | 0.85% | 40,629 | 40,629 | — | $168.77万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $163.08万 | 0.83% | 29,738 | 28,631 | 2,586.4% | $157.01万 | 加仓 |
| ITOT | ISHARES TR | $154.22万 | 0.78% | 10,828 | 25 | 0.2% | $3,561 | 加仓 |
| NULV | NUSHARES ETF TR | $146.79万 | 0.74% | 32,261 | -76,825 | -70.4% | -$349.55万 | 减仓 |
| FRDM | EA SERIES TRUST | $142.24万 | 0.72% | 26,027 | 25,326 | 3,612.8% | $138.40万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $140.98万 | 0.71% | 1,937 | 566 | 41.3% | $41.20万 | 加仓 |
| IVW | ISHARES TR | $108.49万 | 0.55% | 9,592 | -5,298 | -35.6% | -$59.93万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $104.31万 | 0.53% | 38,420 | 38,420 | — | $104.31万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $84.53万 | 0.43% | 18,218 | 16,097 | 758.9% | $74.69万 | 加仓 |
| STIP | ISHARES TR | $66.15万 | 0.33% | 6,396 | 6,396 | — | $66.15万 | 新建仓 |
| PYLD | PIMCO ETF TR | $64.29万 | 0.33% | 24,537 | -203,761 | -89.3% | -$533.85万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $55.26万 | 0.28% | 4,929 | 4,227 | 602.1% | $47.39万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $52.87万 | 0.27% | 14,578 | 14,578 | — | $52.87万 | 新建仓 |
| LII | LENNOX INTL INC | $52.39万 | 0.27% | 1,129 | 3 | 0.3% | $1,392 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $49.77万 | 0.25% | 9,620 | 9,620 | — | $49.77万 | 新建仓 |
| COWG | PACER FDS TR | $49.11万 | 0.25% | 14,556 | 14,556 | — | $49.11万 | 新建仓 |
| FENI | FIDELITY COVINGTON TRUST | $45.35万 | 0.23% | 12,190 | -10,392 | -46.0% | -$38.66万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $45.17万 | 0.23% | 11,756 | 8,113 | 222.7% | $31.17万 | 加仓 |
| MMM | 3M CO | $42.76万 | 0.22% | 2,944 | 1 | 0.0% | $145 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $39.83万 | 0.20% | 9,254 | 9,254 | — | $39.83万 | 新建仓 |
| WTMF | WISDOMTREE TR | $38.35万 | 0.19% | 9,663 | 9,663 | — | $38.35万 | 新建仓 |
| FBCG | FIDELITY COVINGTON TRUST | $38.07万 | 0.19% | 7,595 | 7,595 | — | $38.07万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $37.78万 | 0.19% | 8,910 | 8,039 | 923.0% | $34.08万 | 加仓 |
| IGRO | ISHARES TR | $36.99万 | 0.19% | 4,416 | -6,939 | -61.1% | -$58.12万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $33.32万 | 0.17% | 15,297 | 15,297 | — | $33.32万 | 新建仓 |
| FDVV | FIDELITY COVINGTON TRUST | $32.78万 | 0.17% | 5,933 | 5,933 | — | $32.78万 | 新建仓 |
| IJT | ISHARES TR | $32.48万 | 0.16% | 2,244 | 3 | 0.1% | $434 | 加仓 |
| IJJ | ISHARES TR | $32.35万 | 0.16% | 2,442 | 9 | 0.4% | $1,192 | 加仓 |
| VTI | VANGUARD INDEX FDS | $30.99万 | 0.16% | 966 | 0 | 0.0% | — | 不变 |
| — | FIDELITY MERRIMACK STR TR | $30.03万 | 0.15% | 6,109 | 6,109 | — | $30.03万 | 新建仓 |
| MSFT | MICROSOFT CORP | $28.59万 | 0.14% | 772 | 1 | 0.1% | $370 | 加仓 |
| FIVA | FIDELITY COVINGTON TRUST | $26.19万 | 0.13% | 7,523 | 7,523 | — | $26.19万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $26.14万 | 0.13% | 9,193 | 6 | 0.1% | $171 | 加仓 |
| JNJ | JOHNSON JOHNSON | $24.77万 | 0.13% | 1,013 | -136 | -11.8% | -$3.32万 | 减仓 |
| EMXC | ISHARES INC | $21.75万 | 0.11% | 2,765 | -4,350 | -61.1% | -$34.21万 | 减仓 |
| WMT | WALMART INC | $21.44万 | 0.11% | 1,725 | -90 | -5.0% | -$1.12万 | 减仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $21.30万 | 0.11% | 8,414 | 7,586 | 916.2% | $19.21万 | 加仓 |
| CVX | CHEVRON CORP NEW | $20.88万 | 0.11% | 1,009 | -71 | -6.6% | -$1.47万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $20.75万 | 0.11% | 5,049 | 5,049 | — | $20.75万 | 新建仓 |
| QGRW | WISDOMTREE TR | $20.71万 | 0.10% | 3,877 | 3,877 | — | $20.71万 | 新建仓 |
| DE | DEERE CO | $19.70万 | 0.10% | 350 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $19.62万 | 0.10% | 2,544 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $19.22万 | 0.10% | 2,133 | 14 | 0.7% | $1,262 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $18.90万 | 0.10% | 5,414 | -12,689 | -70.1% | -$44.30万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $18.84万 | 0.10% | 3,747 | 3,747 | — | $18.84万 | 新建仓 |
| ESGD | ISHARES TR | $18.58万 | 0.09% | 1,943 | -19 | -1.0% | -$1,817 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $18.47万 | 0.09% | 6,863 | -10,968 | -61.5% | -$29.52万 | 减仓 |
| EMNT | PIMCO ETF TR | $18.29万 | 0.09% | 1,849 | -59,206 | -97.0% | -$585.72万 | 减仓 |
| DFGP | DIMENSIONAL ETF TRUST | $17.47万 | 0.09% | 3,235 | 3,235 | — | $17.47万 | 新建仓 |
| ELCV | STRATEGY SHS | $15.79万 | 0.08% | 5,446 | 5,446 | — | $15.79万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $15.12万 | 0.08% | 2,980 | 2,980 | — | $15.12万 | 新建仓 |
| FVAL | FIDELITY COVINGTON TRUST | $14.97万 | 0.08% | 2,157 | 9 | 0.4% | $625 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $14.55万 | 0.07% | 2,253 | 10 | 0.4% | $646 | 加仓 |
| — | AMES NATL CORP | $14.46万 | 0.07% | 5,124 | 46 | 0.9% | $1,298 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $14.29万 | 0.07% | 2,806 | 2,806 | — | $14.29万 | 新建仓 |
| GRMN | GARMIN LTD | $13.94万 | 0.07% | 601 | 3 | 0.5% | $696 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.56万 | 0.07% | 283 | 0 | 0.0% | — | 不变 |
| XJH | ISHARES TR | $13.39万 | 0.07% | 2,952 | 2,952 | — | $13.39万 | 新建仓 |
| BGRN | ISHARES TR | $13.33万 | 0.07% | 2,809 | 1,283 | 84.1% | $6.09万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $12.85万 | 0.07% | 4,332 | 4,332 | — | $12.85万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $12.83万 | 0.06% | 3,629 | 3,629 | — | $12.83万 | 新建仓 |
| IVE | ISHARES TR | $12.35万 | 0.06% | 585 | -7 | -1.2% | -$1,477 | 减仓 |
| PH | PARKER HANNIFIN CORP | $12.29万 | 0.06% | 137 | -11 | -7.4% | -$9,866 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $12.05万 | 0.06% | 1,207 | 1,009 | 509.6% | $10.07万 | 加仓 |
| AAPL | APPLE INC | $11.27万 | 0.06% | 444 | -8 | -1.8% | -$2,030 | 减仓 |
| WFC | WELLS FARGO CO NEW | $10.61万 | 0.05% | 1,333 | -94 | -6.6% | -$7,484 | 减仓 |
| AOA | ISHARES TR | $10.61万 | 0.05% | 1,199 | 812 | 209.8% | $7.18万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $10.23万 | 0.05% | 1,425 | 11 | 0.8% | $789 | 加仓 |
| GOOGL | ALPHABET INC | $9.85万 | 0.05% | 342 | -100 | -22.6% | -$2.88万 | 减仓 |
| GE | GE AEROSPACE | $9.59万 | 0.05% | 338 | 1 | 0.3% | $284 | 加仓 |
| AVSE | AMERICAN CENTY ETF TR | $9.31万 | 0.05% | 1,399 | 1,399 | — | $9.31万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $9.14万 | 0.05% | 1,835 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $9.02万 | 0.05% | 2,507 | 2,507 | — | $9.02万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $8.97万 | 0.05% | 1,710 | 0 | 0.0% | — | 不变 |