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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $25.82万 | 0.05% | 763 | -24 | -3.0% | -$8,122 | 减仓 |
| VTV | VANGUARD INDEX FDS | $25.75万 | 0.05% | 1,181 | 66 | 5.9% | $1.44万 | 加仓 |
| IWD | ISHARES TR | $24.92万 | 0.04% | 1,028 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $24.55万 | 0.04% | 514 | 514 | — | $24.55万 | 新建仓 |
| ITOT | ISHARES TR | $24.21万 | 0.04% | 1,474 | -60 | -3.9% | -$9,854 | 减仓 |
| WMT | WALMART INC | $22.65万 | 0.04% | 2,000 | 21 | 1.1% | $2,379 | 加仓 |
| TGT | TARGET CORP | $22.46万 | 0.04% | 1,720 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $22.05万 | 0.04% | 218 | 218 | — | $22.05万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $21.69万 | 0.04% | 881 | 881 | — | $21.69万 | 新建仓 |
| NTNX | NUTANIX INC | $21.51万 | 0.04% | 4,221 | 0 | 0.0% | — | 重新持有 |
| HACK | AMPLIFY ETF TR | $21.28万 | 0.04% | 2,028 | 2,028 | — | $21.28万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.46万 | 0.04% | 757 | -90 | -10.6% | -$2.43万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $20.42万 | 0.04% | 4,728 | -267 | -5.3% | -$1.15万 | 减仓 |
| JOBY | JOBY AVIATION INC | $10.53万 | 0.02% | 11,810 | 11,810 | — | $10.53万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $10.00万 | 0.02% | 500 | 500 | — | $10.00万 | 新建仓 |
| NIO | NIO INC | $5.82万 | 0.01% | 11,500 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $4.33万 | 0.01% | 11,803 | -197 | -1.6% | -$723 | 减仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$50.76万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,961 | -100.0% | -$44.33万 | 清仓 |