Clarity Wealth Advisors, LLC

SAN JOSE CA · SEC CIK 0001767384

$4.86亿2026Q1 申报市值

108持仓数

50.2%前十大占比 · 第一大 7.1%

6 / 6新建仓 / 清仓

申报市值走势$5.67亿2026Q2

26Q126Q2

AAPL 7.1%

SPY 6.9%

VTI 6.6%

QQQ 6.5%

VIG 4.6%

DIA 4.2%

VXUS 4.1%

IJH 4.0%

VYMI 3.1%

GOOGL 3.1%

CGBL 加仓+$294.71万

VYMI 加仓+$175.73万

VXUS 加仓+$163.04万

DIA 加仓+$120.66万

IJH 加仓+$111.92万

GOOGL 减仓-$47.39万

VCR 减仓-$34.83万

AAPL 减仓-$33.55万

WDAY 清仓-$33.12万

JEPI 减仓-$24.22万

2026Q1 持仓明细点表头排序 · 每页 100 行

代码	名称	市值 ▲	占比	股数	变动股数	变动	估算买卖额	操作
FBND	FIDELITY MERRIMACK STR TR	$1,075.82万	2.21%	235,822	21,963	10.3%	$100.20万	加仓
BIV	VANGUARD BD INDEX FDS	$1,133.37万	2.33%	146,847	11,823	8.8%	$91.25万	加仓
CGGO	CAPITAL GROUP GBL GROWTH EQT	$1,135.35万	2.33%	340,231	22,240	7.0%	$74.21万	加仓
JCPB	J P MORGAN EXCHANGE TRADED F	$1,152.57万	2.37%	244,810	20,817	9.3%	$98.01万	加仓
COST	COSTCO WHOLESALE CORPORATION	$1,168.99万	2.40%	11,732	10	0.1%	$9,964	加仓
EEM	ISHARES TR	$1,188.76万	2.44%	209,326	18,637	9.8%	$105.84万	加仓
VB	VANGUARD INDEX FDS	$1,443.27万	2.97%	55,103	3,673	7.1%	$96.20万	加仓
GOOGL	ALPHABET INC	$1,526.70万	3.14%	53,091	-1,648	-3.0%	-$47.39万	减仓
VYMI	VANGUARD WHITEHALL FDS	$1,527.32万	3.14%	162,067	18,647	13.0%	$175.73万	加仓
IJH	ISHARES TR	$1,943.97万	4.00%	287,868	16,574	6.1%	$111.92万	加仓
VXUS	VANGUARD STAR FDS	$1,991.28万	4.09%	258,238	21,144	8.9%	$163.04万	加仓
DIA	STATE STR SPDR DOW JONES IND	$2,024.69万	4.16%	43,712	2,605	6.3%	$120.66万	加仓
VIG	VANGUARD SPECIALIZED FUNDS	$2,239.46万	4.60%	104,132	2,368	2.3%	$50.93万	加仓
QQQ	INVESCO QQQ TR	$3,148.99万	6.47%	54,558	170	0.3%	$9.81万	加仓
VTI	VANGUARD INDEX FDS	$3,230.43万	6.64%	100,696	792	0.8%	$25.41万	加仓
SPY	STATE STR SPDR S&P 500 ETF T	$3,361.60万	6.91%	51,690	205	0.4%	$13.33万	加仓
AAPL	APPLE INC	$3,437.18万	7.07%	135,434	-1,322	-1.0%	-$33.55万	减仓