Total Clarity Wealth Management, Inc.
ST. CHARLES IL · SEC CIK 0001804909
$4.26亿2026Q1 申报市值
311持仓数
20.3%前十大占比 · 第一大 4.3%
42 / 26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
SPYM 加仓+$627.57万
VGLT 加仓+$504.66万
DIMENSIONAL ETF 新建仓+$451.34万
PKW 加仓+$357.81万
BILS 加仓+$320.34万
2026Q1 卖出最多 按季末市值估算
SCHD 清仓-$334.29万
VIOO 减仓-$308.17万
GOVI 减仓-$275.15万
VZ 减仓-$222.00万
JAAA 减仓-$213.05万
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 |
|---|---|---|---|---|---|---|---|---|
| KNG | FIRST TR EXCHANGE-TRADED FD | $31.21万 | 0.07% | 6,407 | -375 | -5.5% | -$1.83万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $31.30万 | 0.07% | 2,390 | 15 | 0.6% | $1,964 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.35万 | 0.07% | 3,789 | 483 | 14.6% | $4.00万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $31.47万 | 0.07% | 6,299 | 6,299 | — | $31.47万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $32.21万 | 0.08% | 14,320 | 14,320 | — | $32.21万 | 新建仓 |
| IWN | ISHARES TR | $32.22万 | 0.08% | 1,700 | -812 | -32.3% | -$15.39万 | 减仓 |
| GIS | GENERAL MILLS INC | $32.27万 | 0.08% | 8,670 | 8,670 | — | $32.27万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $32.30万 | 0.08% | 1,272 | 86 | 7.3% | $2.18万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $32.36万 | 0.08% | 762 | -162 | -17.5% | -$6.88万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $32.67万 | 0.08% | 10,835 | 10,835 | — | $32.67万 | 新建仓 |
| NEM | NEWMONT CORP | $32.69万 | 0.08% | 3,020 | 195 | 6.9% | $2.11万 | 加仓 |
| CMI | CUMMINS INC | $32.73万 | 0.08% | 608 | 3 | 0.5% | $1,615 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $33.67万 | 0.08% | 14,142 | -16,219 | -53.4% | -$38.62万 | 减仓 |
| HPQ | HP INC | $34.35万 | 0.08% | 17,879 | 17,879 | — | $34.35万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.37万 | 0.08% | 6,742 | 1,159 | 20.8% | $5.91万 | 加仓 |
| IXUS | ISHARES TR | $34.61万 | 0.08% | 3,995 | 465 | 13.2% | $4.03万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $34.65万 | 0.08% | 3,586 | 3,586 | — | $34.65万 | 新建仓 |
| FMB | FIRST TR EXCH TRADED FD III | $34.79万 | 0.08% | 6,867 | -2,595 | -27.4% | -$13.15万 | 重新持有 |
| PCY | INVESCO EXCH TRADED FD TR II | $35.03万 | 0.08% | 16,763 | -21,695 | -56.4% | -$45.34万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.78万 | 0.08% | 1,557 | 48 | 3.2% | $1.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.87万 | 0.08% | 2,484 | -113 | -4.4% | -$1.63万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $35.89万 | 0.08% | 6,953 | 172 | 2.5% | $8,878 | 加仓 |
| SPIB | SPDR SERIES TRUST | $36.81万 | 0.09% | 10,974 | 2,905 | 36.0% | $9.74万 | 加仓 |
| ACWX | ISHARES TR | $36.98万 | 0.09% | 5,402 | 2,361 | 77.6% | $16.16万 | 加仓 |
| KO | COCA COLA CO | $37.18万 | 0.09% | 4,889 | 839 | 20.7% | $6.38万 | 加仓 |
| EXC | EXELON CORP | $37.23万 | 0.09% | 7,594 | -3,420 | -31.1% | -$16.77万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $37.38万 | 0.09% | 2,285 | -739 | -24.4% | -$12.09万 | 减仓 |
| ARTY | ISHARES TR | $37.74万 | 0.09% | 8,111 | 8,111 | — | $37.74万 | 新建仓 |
| DBEF | DBX ETF TR | $37.79万 | 0.09% | 7,649 | -90 | -1.2% | -$4,446 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $38.02万 | 0.09% | 1,108 | 1 | 0.1% | $343 | 加仓 |
| RTX | RTX CORPORATION | $38.12万 | 0.09% | 1,976 | -21 | -1.1% | -$4,051 | 减仓 |
| MLPA | GLOBAL X FDS | $38.17万 | 0.09% | 7,085 | -112 | -1.6% | -$6,034 | 减仓 |
| COWG | PACER FDS TR | $38.55万 | 0.09% | 11,425 | 1,796 | 18.7% | $6.06万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $38.59万 | 0.09% | 5,378 | -1,666 | -23.7% | -$11.95万 | 减仓 |
| ET | ENERGY TRANSFER L P | $38.69万 | 0.09% | 20,048 | 118 | 0.6% | $2,277 | 加仓 |
| PAVE | GLOBAL X FDS | $38.91万 | 0.09% | 7,659 | 201 | 2.7% | $1.02万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $39.24万 | 0.09% | 5,533 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $39.92万 | 0.09% | 8,848 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $40.60万 | 0.10% | 4,293 | 1,082 | 33.7% | $10.23万 | 加仓 |
| IWY | ISHARES TR | $41.63万 | 0.10% | 1,673 | 37 | 2.3% | $9,207 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $41.85万 | 0.10% | 10,614 | -350 | -3.2% | -$1.38万 | 减仓 |
| MGK | VANGUARD WORLD FD | $42.00万 | 0.10% | 1,143 | 0 | 0.0% | — | 不变 |
| FLO | FLOWERS FOODS INC | $42.23万 | 0.10% | 51,812 | 37,932 | 273.3% | $30.91万 | 加仓 |
| DE | DEERE & CO | $42.73万 | 0.10% | 759 | -5 | -0.7% | -$2,815 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $42.91万 | 0.10% | 16,794 | -108 | -0.6% | -$2,759 | 减仓 |
| SMDV | PROSHARES TR | $43.21万 | 0.10% | 6,282 | 51 | 0.8% | $3,508 | 加仓 |
| MBB | ISHARES TR | $43.23万 | 0.10% | 4,553 | 1,270 | 38.7% | $12.06万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.41万 | 0.10% | 1,483 | 1,483 | — | $43.41万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $43.58万 | 0.10% | 1,550 | 68 | 4.6% | $1.91万 | 加仓 |
| NFLX | NETFLIX INC. | $43.76万 | 0.10% | 4,551 | 611 | 15.5% | $5.87万 | 加仓 |
| DGRW | WISDOMTREE TR | $44.77万 | 0.11% | 5,097 | -137 | -2.6% | -$1.20万 | 减仓 |
| CALF | PACER FDS TR | $44.83万 | 0.11% | 9,991 | 0 | 0.0% | — | 不变 |
| IPKW | INVESCO EXCH TRADED FD TR II | $45.05万 | 0.11% | 8,008 | 339 | 4.4% | $1.91万 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $45.09万 | 0.11% | 48,586 | 48,586 | — | $45.09万 | 新建仓 |
| KARO | KAROOOOO LTD | $45.10万 | 0.11% | 9,049 | 100 | 1.1% | $4,984 | 加仓 |
| IONQ | IONQ INC | $45.24万 | 0.11% | 15,693 | -42 | -0.3% | -$1,211 | 减仓 |
| V | VISA INC | $45.46万 | 0.11% | 1,504 | -256 | -14.5% | -$7.74万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.10万 | 0.11% | 1,943 | 183 | 10.4% | $4.44万 | 加仓 |
| GRC | GORMAN RUPP CO | $47.22万 | 0.11% | 7,600 | 7,600 | — | $47.22万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $47.30万 | 0.11% | 55,650 | 55,650 | — | $47.30万 | 新建仓 |
| GOVT | ISHARES TR | $47.64万 | 0.11% | 20,793 | 7,557 | 57.1% | $17.31万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $48.22万 | 0.11% | 19,836 | 19,836 | — | $48.22万 | 新建仓 |
| ACWI | ISHARES TR | $50.51万 | 0.12% | 3,650 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $50.65万 | 0.12% | 10,193 | -110 | -1.1% | -$5,466 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $50.73万 | 0.12% | 3,164 | 3,164 | — | $50.73万 | 新建仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $50.82万 | 0.12% | 13,228 | 100 | 0.8% | $3,842 | 加仓 |
| DVY | ISHARES TR | $50.98万 | 0.12% | 3,367 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $51.35万 | 0.12% | 1,114 | 67 | 6.4% | $3.09万 | 加仓 |
| GLDM | WORLD GOLD TR | $51.42万 | 0.12% | 5,547 | 1,009 | 22.2% | $9.35万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $51.50万 | 0.12% | 471 | 49 | 11.6% | $5.36万 | 加仓 |
| AMLP | ALPS ETF TR | $52.08万 | 0.12% | 9,893 | 9,893 | — | $52.08万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $52.47万 | 0.12% | 2,546 | -2,010 | -44.1% | -$41.42万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.83万 | 0.12% | 1,183 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $53.41万 | 0.13% | 2,039 | -4 | -0.2% | -$1,048 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $53.53万 | 0.13% | 22,408 | -2,471 | -9.9% | -$5.90万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $54.15万 | 0.13% | 19,445 | 2,698 | 16.1% | $7.51万 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $54.23万 | 0.13% | 20,252 | 13,022 | 180.1% | $34.87万 | 加仓 |
| BE | BLOOM ENERGY CORP | $54.25万 | 0.13% | 4,004 | -3,517 | -46.8% | -$47.65万 | 减仓 |
| ITB | ISHARES TR | $55.26万 | 0.13% | 6,103 | -187 | -3.0% | -$1.69万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $55.52万 | 0.13% | 2,830 | -58 | -2.0% | -$1.14万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $55.94万 | 0.13% | 5,391 | 226 | 4.4% | $2.34万 | 加仓 |
| BROS | DUTCH BROS INC | $59.22万 | 0.14% | 11,689 | -390 | -3.2% | -$1.98万 | 减仓 |
| ORCL | ORACLE CORP | $60.77万 | 0.14% | 4,131 | 80 | 2.0% | $1.18万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.85万 | 0.15% | 2,215 | -1,813 | -45.0% | -$50.63万 | 减仓 |
| HD | HOME DEPOT INC | $62.54万 | 0.15% | 1,901 | -171 | -8.3% | -$5.63万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $62.89万 | 0.15% | 74,421 | 74,421 | — | $62.89万 | 新建仓 |
| GEV | GE VERNOVA INC | $63.02万 | 0.15% | 722 | 21 | 3.0% | $1.83万 | 加仓 |
| ESLT | ELBIT SYS LTD | $63.34万 | 0.15% | 746 | -727 | -49.4% | -$61.73万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $64.69万 | 0.15% | 38,300 | 38,300 | — | $64.69万 | 新建仓 |
| GE | GE AEROSPACE | $64.90万 | 0.15% | 2,287 | -218 | -8.7% | -$6.19万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $65.05万 | 0.15% | 13,039 | 5,440 | 71.6% | $27.14万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $65.45万 | 0.15% | 23,143 | -637 | -2.7% | -$1.80万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.99万 | 0.16% | 662 | 10 | 1.5% | $9,969 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $66.48万 | 0.16% | 8,745 | 8,745 | — | $66.48万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $69.34万 | 0.16% | 10,849 | 69 | 0.6% | $4,410 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $69.39万 | 0.16% | 27,647 | 9,147 | 49.4% | $22.96万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $69.92万 | 0.16% | 12,935 | 155 | 1.2% | $8,378 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $70.68万 | 0.17% | 6,155 | -26,837 | -81.3% | -$308.17万 | 减仓 |
| SLV | ISHARES SILVER TR | $71.53万 | 0.17% | 10,498 | -4,435 | -29.7% | -$30.22万 | 减仓 |
| ASML | ASML HLDG NV | $72.25万 | 0.17% | 547 | 547 | — | $72.25万 | 新建仓 |