Clarity Wealth Advisors, LLC
SAN JOSE CA · SEC CIK 0001767384
$5.67亿2026Q2 申报市值
117持仓数
50.2%前十大占比 · 第一大 6.9%
8 / 2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
CGBL 加仓+$293.46万
VYMI 加仓+$159.00万
VGLT 新建仓+$132.59万
VXUS 加仓+$120.50万
NVDA 加仓+$120.11万
2026Q2 卖出最多 按季末市值估算
QQQ 减仓-$100.00万
GOOGL 减仓-$75.41万
VCR 减仓-$66.87万
IXJ 减仓-$57.68万
AAPL 减仓-$48.67万
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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $1,106.87万 | 1.95% | 11,832 | 100 | 0.9% | $9.35万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,158.58万 | 2.04% | 57,903 | 6,003 | 11.6% | $120.11万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,161.61万 | 2.05% | 255,355 | 19,533 | 8.3% | $88.86万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $1,195.86万 | 2.11% | 155,914 | 9,067 | 6.2% | $69.54万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,232.65万 | 2.18% | 262,601 | 17,791 | 7.3% | $83.51万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,403.18万 | 2.48% | 369,648 | 77,307 | 26.4% | $293.46万 | 加仓 |
| EEM | ISHARES TR | $1,511.68万 | 2.67% | 220,974 | 11,648 | 5.6% | $79.68万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,549.76万 | 2.73% | 366,115 | 25,884 | 7.6% | $109.57万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,750.50万 | 3.09% | 178,258 | 16,191 | 10.0% | $159.00万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,778.66万 | 3.14% | 58,679 | 3,576 | 6.5% | $108.39万 | 加仓 |
| GOOGL | ALPHABET INC | $1,821.91万 | 3.21% | 50,981 | -2,110 | -4.0% | -$75.41万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $2,328.18万 | 4.11% | 272,333 | 14,095 | 5.5% | $120.50万 | 加仓 |
| IJH | ISHARES TR | $2,331.76万 | 4.11% | 302,394 | 14,526 | 5.0% | $112.01万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,365.35万 | 4.17% | 45,279 | 1,567 | 3.6% | $81.86万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $2,501.19万 | 4.41% | 105,705 | 1,573 | 1.5% | $37.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,706.81万 | 6.54% | 100,173 | -523 | -0.5% | -$19.35万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $3,820.23万 | 6.74% | 51,157 | -533 | -1.0% | -$39.80万 | 减仓 |
| AAPL | APPLE INC | $3,870.24万 | 6.83% | 133,752 | -1,682 | -1.2% | -$48.67万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,917.66万 | 6.91% | 53,200 | -1,358 | -2.5% | -$100.00万 | 减仓 |