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
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
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
2026Q1 卖出最多 按季末市值估算
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
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 |
|---|---|---|---|---|---|---|---|---|
| IWD | ISHARES TR | $21.97万 | 0.05% | 1,028 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $21.88万 | 0.04% | 1,115 | -22 | -1.9% | -$4,318 | 减仓 |
| ITOT | ISHARES TR | $21.84万 | 0.04% | 1,534 | -83 | -5.1% | -$1.18万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $21.55万 | 0.04% | 7,411 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $21.48万 | 0.04% | 757 | 5 | 0.7% | $1,419 | 加仓 |
| TGT | TARGET CORP | $20.85万 | 0.04% | 1,720 | 1,720 | — | $20.85万 | 新建仓 |
| NIO | NIO INC | $6.93万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.22万 | 0.01% | 12,000 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -1,542 | -100.0% | -$33.12万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -6,896 | -100.0% | -$22.50万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -8,060 | -100.0% | -$20.87万 | 清仓 |
| VV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -650 | -100.0% | -$20.45万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$20.08万 | 清仓 |
| NTNX | NUTANIX INC 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.17万 | 清仓 |