Total Clarity Wealth Management, Inc.
ST. CHARLES IL · SEC CIK 0001804909
$5.15亿2026Q2 申报市值
368持仓数
22.9%前十大占比 · 第一大 5.4%
75 / 24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
SPYM 加仓+$673.42万
SPYD 加仓+$660.74万
JAAA 加仓+$603.57万
GOVI 加仓+$393.85万
SPAB 加仓+$390.40万
2026Q2 卖出最多 按季末市值估算
VGLT 清仓-$587.47万
XCEM 减仓-$493.49万
SPDW 减仓-$477.21万
INTC 减仓-$450.48万
RWL 减仓-$423.70万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $2,788.12万 | 5.42% | 317,264 | 76,629 | 31.8% | $673.42万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,379.60万 | 2.68% | 273,242 | 119,542 | 77.8% | $603.57万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $1,302.90万 | 2.53% | 273,088 | 138,491 | 102.9% | $660.74万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,299.75万 | 2.53% | 160,345 | 38,509 | 31.6% | $312.15万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,010.36万 | 1.96% | 33,348 | 8,161 | 32.4% | $247.26万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $888.44万 | 1.73% | 348,137 | 152,978 | 78.4% | $390.40万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $880.23万 | 1.71% | 256,328 | 66,320 | 34.9% | $227.74万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $813.37万 | 1.58% | 172,323 | 21,230 | 14.1% | $100.21万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $709.38万 | 1.38% | 134,454 | 1,673 | 1.3% | $8.83万 | 加仓 |
| AAPL | APPLE INC | $708.35万 | 1.38% | 24,480 | -1,804 | -6.9% | -$52.20万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $689.03万 | 1.34% | 13,770 | 6,971 | 102.5% | $348.82万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $662.09万 | 1.29% | 141,260 | 51,495 | 57.4% | $241.36万 | 加仓 |
| IWF | ISHARES TR | $635.25万 | 1.23% | 51,160 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $631.72万 | 1.23% | 125,465 | -11,517 | -8.4% | -$57.99万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $619.31万 | 1.20% | 30,951 | -5,854 | -15.9% | -$117.13万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $592.32万 | 1.15% | 238,069 | 53,452 | 29.0% | $132.99万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $581.60万 | 1.13% | 45,523 | -33,164 | -42.1% | -$423.70万 | 减仓 |
| BILS | SPDR SERIES TRUST | $580.12万 | 1.13% | 58,374 | -38,369 | -39.7% | -$381.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $511.03万 | 0.99% | 15,612 | 3,754 | 31.7% | $122.88万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $508.91万 | 0.99% | 187,444 | 145,064 | 342.3% | $393.85万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $500.78万 | 0.97% | 71,642 | -630 | -0.9% | -$4.40万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $471.76万 | 0.92% | 172,616 | 61,620 | 55.5% | $168.41万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $471.00万 | 0.92% | 96,794 | 10,760 | 12.5% | $52.36万 | 加仓 |
| CAT | CATERPILLAR INC | $467.39万 | 0.91% | 4,389 | -176 | -3.9% | -$18.74万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $464.46万 | 0.90% | 104,702 | 55 | 0.1% | $2,440 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $459.18万 | 0.89% | 6,149 | -198 | -3.1% | -$14.79万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $443.63万 | 0.86% | 18,257 | -12,521 | -40.7% | -$304.25万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $428.06万 | 0.83% | 155,828 | -23,818 | -13.3% | -$65.43万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $418.12万 | 0.81% | 29,516 | -57 | -0.2% | -$8,075 | 减仓 |
| GOOGL | ALPHABET INC | $417.21万 | 0.81% | 11,674 | -6,791 | -36.8% | -$242.70万 | 减仓 |
| IVV | ISHARES TR | $414.71万 | 0.81% | 5,538 | 695 | 14.4% | $52.04万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $377.76万 | 0.73% | 48,412 | 3,808 | 8.5% | $29.71万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $356.04万 | 0.69% | 134,940 | -5,498 | -3.9% | -$14.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $332.54万 | 0.65% | 8,915 | -1,744 | -16.4% | -$65.05万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $319.70万 | 0.62% | 11,369 | 9,426 | 485.1% | $265.06万 | 加仓 |
| WMT | WALMART INC | $306.26万 | 0.60% | 27,041 | 3,946 | 17.1% | $44.69万 | 加仓 |
| AMZN | AMAZON COM INC | $306.22万 | 0.60% | 12,848 | -2,796 | -17.9% | -$66.64万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $302.77万 | 0.59% | 24,268 | 22,215 | 1,082.1% | $277.15万 | 加仓 |
| — | VANECK ETF TRUST | $300.94万 | 0.58% | 134,707 | 21,270 | 18.8% | $47.52万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $298.90万 | 0.58% | 116,848 | 5,794 | 5.2% | $14.82万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $298.88万 | 0.58% | 39,904 | 39,904 | — | $298.88万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $296.79万 | 0.58% | 117,916 | 17,710 | 17.7% | $44.58万 | 加仓 |
| DES | WISDOMTREE TR | $289.77万 | 0.56% | 71,231 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $289.57万 | 0.56% | 58,760 | -6,689 | -10.2% | -$32.96万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $287.46万 | 0.56% | 173,956 | 56,046 | 47.5% | $92.62万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $286.87万 | 0.56% | 66,497 | 55,883 | 526.5% | $241.08万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $285.92万 | 0.56% | 114,049 | -64,035 | -36.0% | -$160.54万 | 减仓 |
| MLN | VANECK ETF TRUST | $281.70万 | 0.55% | 158,435 | 20,285 | 14.7% | $36.07万 | 加仓 |
| QQQ | INVESCO QQQ TR | $269.94万 | 0.52% | 3,666 | -523 | -12.5% | -$38.51万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $268.35万 | 0.52% | 44,143 | -1,549 | -3.4% | -$9.42万 | 减仓 |
| GLD | SPDR GOLD TR | $267.44万 | 0.52% | 7,260 | -253 | -3.4% | -$9.32万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $264.89万 | 0.51% | 27,453 | 7,853 | 40.1% | $75.77万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $263.44万 | 0.51% | 54,487 | 36,737 | 207.0% | $177.62万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $256.24万 | 0.50% | 50,851 | -94,703 | -65.1% | -$477.21万 | 减仓 |
| LLY | ELI LILLY & CO | $253.26万 | 0.49% | 2,112 | 1,169 | 124.0% | $140.18万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $246.06万 | 0.48% | 14,462 | 8,145 | 128.9% | $138.58万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $242.14万 | 0.47% | 45,791 | -93,323 | -67.1% | -$493.49万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $236.40万 | 0.46% | 39,210 | 33,975 | 649.0% | $204.84万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $231.93万 | 0.45% | 53,000 | 3,284 | 6.6% | $14.37万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $231.50万 | 0.45% | 6,256 | -1,561 | -20.0% | -$57.76万 | 减仓 |
| TSLA | TESLA INC | $222.79万 | 0.43% | 5,297 | 1,292 | 32.3% | $54.34万 | 加仓 |
| — | EXXON MOBIL CORP | $211.45万 | 0.41% | 15,466 | 8,944 | 137.1% | $122.28万 | 加仓 |
| IWP | ISHARES TR | $210.94万 | 0.41% | 14,408 | -1,534 | -9.6% | -$22.46万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $203.96万 | 0.40% | 18,973 | 156 | 0.8% | $1.68万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $203.44万 | 0.40% | 50,128 | 24,194 | 93.3% | $98.19万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $202.02万 | 0.39% | 10,604 | -243 | -2.2% | -$4.63万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $202.00万 | 0.39% | 6,033 | -1,965 | -24.6% | -$65.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $199.65万 | 0.39% | 28,021 | -413 | -1.5% | -$2.94万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $196.59万 | 0.38% | 53,365 | 87 | 0.2% | $3,205 | 加仓 |
| JOET | VIRTUS ETF TR II | $196.33万 | 0.38% | 42,418 | -3,280 | -7.2% | -$15.18万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $196.14万 | 0.38% | 4,107 | 897 | 27.9% | $42.84万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $194.71万 | 0.38% | 18,895 | 6,549 | 53.0% | $67.49万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $191.88万 | 0.37% | 21,296 | 1,002 | 4.9% | $9.03万 | 加仓 |
| ABBV | ABBVIE INC | $177.96万 | 0.35% | 7,072 | 254 | 3.7% | $6.39万 | 加仓 |
| ENB | ENBRIDGE INC | $177.93万 | 0.35% | 32,822 | -5,562 | -14.5% | -$30.15万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $175.25万 | 0.34% | 31,111 | 23,103 | 288.5% | $130.14万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $174.14万 | 0.34% | 23,365 | 10,644 | 83.7% | $79.33万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $171.67万 | 0.33% | 40,545 | 17,227 | 73.9% | $72.94万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $165.64万 | 0.32% | 12,431 | -2,100 | -14.5% | -$27.98万 | 减仓 |
| QUAL | ISHARES TR | $165.27万 | 0.32% | 7,532 | 108 | 1.5% | $2.37万 | 加仓 |
| SMH | VANECK ETF TRUST | $163.35万 | 0.32% | 2,490 | -77 | -3.0% | -$5.05万 | 减仓 |
| IVW | ISHARES TR | $161.22万 | 0.31% | 11,723 | 5,301 | 82.5% | $72.90万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $160.71万 | 0.31% | 89,882 | 75,261 | 514.7% | $134.57万 | 加仓 |
| IEFA | ISHARES TR | $155.02万 | 0.30% | 16,051 | 399 | 2.5% | $3.85万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $152.13万 | 0.30% | 8,955 | -8,390 | -48.4% | -$142.53万 | 减仓 |
| IUSG | ISHARES TR | $150.98万 | 0.29% | 8,027 | 80 | 1.0% | $1.50万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $149.63万 | 0.29% | 29,836 | -58,245 | -66.1% | -$292.10万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $147.89万 | 0.29% | 13,911 | 332 | 2.4% | $3.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $144.75万 | 0.28% | 5,699 | 1,650 | 40.8% | $41.91万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $142.98万 | 0.28% | 56,603 | 13,034 | 29.9% | $32.92万 | 加仓 |
| META | META PLATFORMS INC | $141.49万 | 0.27% | 2,512 | 784 | 45.4% | $44.16万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $140.36万 | 0.27% | 27,756 | 3,646 | 15.1% | $18.44万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $138.71万 | 0.27% | 32,768 | -965 | -2.9% | -$4.08万 | 减仓 |
| AVGO | BROADCOM INC | $137.20万 | 0.27% | 3,632 | 1,089 | 42.8% | $41.14万 | 加仓 |
| TFLO | ISHARES TR | $135.21万 | 0.26% | 26,706 | -19,452 | -42.1% | -$98.48万 | 减仓 |
| GE | GE AEROSPACE | $130.73万 | 0.25% | 3,498 | 1,211 | 53.0% | $45.26万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $128.47万 | 0.25% | 11,903 | -31 | -0.3% | -$3,346 | 减仓 |
| IWM | ISHARES TR | $128.02万 | 0.25% | 4,261 | 1,101 | 34.8% | $33.08万 | 加仓 |
| ALL | ALLSTATE CORP | $122.69万 | 0.24% | 5,156 | -13 | -0.3% | -$3,093 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $119.85万 | 0.23% | 25,311 | -13,168 | -34.2% | -$62.35万 | 减仓 |