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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $72.64万 | 0.17% | 6,422 | -792 | -11.0% | -$8.96万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.24万 | 0.17% | 5,075 | -583 | -10.3% | -$8.53万 | 减仓 |
| F | FORD MTR CO | $75.89万 | 0.18% | 65,761 | -60,063 | -47.7% | -$69.31万 | 减仓 |
| EXI | ISHARES TR | $76.87万 | 0.18% | 4,247 | -138 | -3.1% | -$2.50万 | 减仓 |
| MCD | MCDONALDS CORP | $77.26万 | 0.18% | 2,486 | 284 | 12.9% | $8.83万 | 加仓 |
| USB | US BANCORP | $77.27万 | 0.18% | 14,857 | -23,866 | -61.6% | -$124.12万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $77.99万 | 0.18% | 3,611 | -115 | -3.1% | -$2.48万 | 减仓 |
| IWM | ISHARES TR | $78.37万 | 0.18% | 3,160 | -1,876 | -37.3% | -$46.52万 | 减仓 |
| APH | AMPHENOL CORP | $78.69万 | 0.18% | 6,228 | 135 | 2.2% | $1.71万 | 加仓 |
| AVGO | BROADCOM INC | $78.70万 | 0.18% | 2,543 | 121 | 5.0% | $3.74万 | 加仓 |
| MUB | ISHARES TR | $79.37万 | 0.19% | 7,477 | 1,534 | 25.8% | $16.28万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $79.46万 | 0.19% | 14,312 | 1,250 | 9.6% | $6.94万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $79.63万 | 0.19% | 14,597 | -5,729 | -28.2% | -$31.25万 | 减仓 |
| GCOW | PACER FDS TR | $79.79万 | 0.19% | 17,256 | 623 | 3.7% | $2.88万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.75万 | 0.19% | 1,616 | -26 | -1.6% | -$1.30万 | 减仓 |
| GOOG | ALPHABET INC | $81.33万 | 0.19% | 2,835 | 91 | 3.3% | $2.61万 | 加仓 |
| ABVX | ABIVAX SA | $82.51万 | 0.19% | 7,410 | -1,835 | -19.8% | -$20.43万 | 减仓 |
| IEMG | ISHARES INC | $82.53万 | 0.19% | 11,832 | 3,675 | 45.1% | $25.63万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $84.88万 | 0.20% | 17,750 | 17,750 | — | $84.88万 | 新建仓 |
| LLY | ELI LILLY & CO | $86.78万 | 0.20% | 943 | 56 | 6.3% | $5.15万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $87.41万 | 0.21% | 21,019 | -27,461 | -56.6% | -$114.20万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $87.88万 | 0.21% | 16,343 | 397 | 2.5% | $2.13万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $89.55万 | 0.21% | 16,210 | 8,998 | 124.8% | $49.71万 | 加仓 |
| DXJ | WISDOMTREE TR | $90.52万 | 0.21% | 5,708 | -190 | -3.2% | -$3.01万 | 减仓 |
| — | HONEYWELL INTL INC | $90.79万 | 0.21% | 4,017 | 4,017 | — | $90.79万 | 新建仓 |
| MINT | PIMCO ETF TR | $90.86万 | 0.21% | 9,035 | -385 | -4.1% | -$3.87万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $91.61万 | 0.22% | 6,317 | 6,317 | — | $91.61万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $93.72万 | 0.22% | 8,544 | 2,046 | 31.5% | $22.44万 | 加仓 |
| IJR | ISHARES TR | $94.25万 | 0.22% | 7,582 | 1,517 | 25.0% | $18.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $94.77万 | 0.22% | 38,291 | 2,852 | 8.0% | $7.06万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $95.07万 | 0.22% | 4,954 | 165 | 3.4% | $3.17万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $95.72万 | 0.22% | 12,721 | 252 | 2.0% | $1.90万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $96.51万 | 0.23% | 12,927 | 12,927 | — | $96.51万 | 新建仓 |
| SMH | VANECK ETF TRUST | $98.41万 | 0.23% | 2,567 | 27 | 1.1% | $1.04万 | 加仓 |
| META | META PLATFORMS INC | $98.84万 | 0.23% | 1,728 | 79 | 4.8% | $4.52万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $98.97万 | 0.23% | 4,049 | 212 | 5.5% | $5.18万 | 加仓 |
| PFE | PFIZER INC | $99.17万 | 0.23% | 35,317 | -192 | -0.5% | -$5,391 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $100.10万 | 0.24% | 6,041 | -40 | -0.7% | -$6,628 | 减仓 |
| IUSV | ISHARES TR | $100.93万 | 0.24% | 9,871 | 5,282 | 115.1% | $54.01万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $101.60万 | 0.24% | 13,682 | 7,821 | 133.4% | $58.08万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $101.97万 | 0.24% | 20,256 | -771 | -3.7% | -$3.88万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $102.67万 | 0.24% | 50,305 | -1,534 | -3.0% | -$3.13万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $104.34万 | 0.25% | 1,746 | 69 | 4.1% | $4.12万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $105.14万 | 0.25% | 25,934 | 12,730 | 96.4% | $51.61万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $106.01万 | 0.25% | 36,391 | 5,091 | 16.3% | $14.83万 | 加仓 |
| ALL | ALLSTATE CORP | $107.17万 | 0.25% | 5,169 | 76 | 1.5% | $1.58万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.48万 | 0.25% | 3,210 | 1,922 | 149.2% | $64.95万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $110.32万 | 0.26% | 43,569 | -180 | -0.4% | -$4,558 | 减仓 |
| — | EXXON MOBIL CORP | $110.65万 | 0.26% | 6,522 | 78 | 1.2% | $1.32万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $112.57万 | 0.26% | 33,733 | -11,620 | -25.6% | -$38.78万 | 减仓 |
| LIN | LINDE PLC | $112.59万 | 0.26% | 2,271 | 35 | 1.6% | $1.74万 | 加仓 |
| COWZ | PACER FDS TR | $112.62万 | 0.26% | 18,002 | 135 | 0.8% | $8,445 | 加仓 |
| AMGN | AMGEN INC | $113.36万 | 0.27% | 3,222 | -5,269 | -62.1% | -$185.38万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $115.61万 | 0.27% | 42,380 | -100,863 | -70.4% | -$275.15万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $116.58万 | 0.27% | 11,934 | 504 | 4.4% | $4.92万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $117.06万 | 0.27% | 23,318 | -44,223 | -65.5% | -$222.00万 | 减仓 |
| NOBL | PROSHARES TR | $117.93万 | 0.28% | 11,124 | 542 | 5.1% | $5.75万 | 加仓 |
| SHOP | SHOPIFY INC | $119.78万 | 0.28% | 10,098 | 5,160 | 104.5% | $61.21万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $122.02万 | 0.29% | 24,110 | 4,243 | 21.4% | $21.47万 | 加仓 |
| LONZ | PIMCO ETF TR | $122.88万 | 0.29% | 24,885 | 2,137 | 9.4% | $10.55万 | 加仓 |
| IUSG | ISHARES TR | $123.27万 | 0.29% | 7,947 | 4,188 | 111.4% | $64.96万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $123.29万 | 0.29% | 12,346 | 7,708 | 166.2% | $76.97万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $127.29万 | 0.30% | 13,579 | 6,325 | 87.2% | $59.29万 | 加仓 |
| IAU | ISHARES GOLD TR | $130.30万 | 0.31% | 14,780 | -760 | -4.9% | -$6.70万 | 减仓 |
| IEFA | ISHARES TR | $141.70万 | 0.33% | 15,652 | 8,107 | 107.4% | $73.39万 | 加仓 |
| CB | CHUBB LTD SWITZ | $142.20万 | 0.33% | 4,363 | 116 | 2.7% | $3.78万 | 加仓 |
| QUAL | ISHARES TR | $142.40万 | 0.33% | 7,424 | -2,249 | -23.3% | -$43.14万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $144.16万 | 0.34% | 10,847 | 43 | 0.4% | $5,715 | 加仓 |
| ABBV | ABBVIE INC | $148.28万 | 0.35% | 6,818 | 159 | 2.4% | $3.46万 | 加仓 |
| TSLA | TESLA INC | $148.89万 | 0.35% | 4,005 | -289 | -6.7% | -$10.74万 | 减仓 |
| OKE | ONEOK INC NEW | $150.23万 | 0.35% | 16,620 | 45 | 0.3% | $4,068 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $152.59万 | 0.36% | 20,294 | 6,482 | 46.9% | $48.74万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $157.94万 | 0.37% | 19,600 | 8,655 | 79.1% | $69.74万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $160.97万 | 0.38% | 14,531 | -206 | -1.4% | -$2.28万 | 减仓 |
| CVX | CHEVRON CORPORATION | $164.32万 | 0.39% | 7,942 | 300 | 3.9% | $6.21万 | 加仓 |
| INTC | INTEL CORP | $173.13万 | 0.41% | 39,233 | -11,122 | -22.1% | -$49.08万 | 减仓 |
| ANGL | VANECK ETF TRUST | $176.25万 | 0.41% | 61,369 | -2,279 | -3.6% | -$6.55万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $179.33万 | 0.42% | 38,479 | -3,608 | -8.6% | -$16.81万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $180.98万 | 0.43% | 53,278 | 1,330 | 2.6% | $4.52万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.21万 | 0.43% | 28,434 | -1,931 | -6.4% | -$12.37万 | 减仓 |
| JOET | VIRTUS ETF TR II | $182.93万 | 0.43% | 45,698 | -1,699 | -3.6% | -$6.80万 | 减仓 |
| D | DOMINION ENERGY INC | $184.48万 | 0.43% | 29,841 | 357 | 1.2% | $2.21万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $185.12万 | 0.43% | 18,817 | -12,928 | -40.7% | -$127.19万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $190.66万 | 0.45% | 117,910 | 2,424 | 2.1% | $3.92万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $200.41万 | 0.47% | 7,998 | -4,029 | -33.5% | -$100.96万 | 减仓 |
| NFLT | ETFIS SER TR I | $202.76万 | 0.48% | 89,127 | 13,979 | 18.6% | $31.80万 | 加仓 |
| IWP | ISHARES TR | $204.25万 | 0.48% | 15,942 | -667 | -4.0% | -$8.55万 | 减仓 |
| ENB | ENBRIDGE INC | $207.81万 | 0.49% | 38,384 | 4 | 0.0% | $217 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $209.95万 | 0.49% | 49,716 | -12,384 | -19.9% | -$52.30万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $212.96万 | 0.50% | 17,345 | 260 | 1.5% | $3.19万 | 加仓 |
| TFLO | ISHARES TR | $233.70万 | 0.55% | 46,158 | 3,668 | 8.6% | $18.57万 | 加仓 |
| MLN | VANECK ETF TRUST | $240.93万 | 0.57% | 138,150 | 21,015 | 17.9% | $36.65万 | 加仓 |
| QQQ | INVESCO QQQ TR | $241.78万 | 0.57% | 4,189 | -82 | -1.9% | -$4.73万 | 减仓 |
| — | VANECK ETF TRUST | $243.89万 | 0.57% | 113,437 | 19,240 | 20.4% | $41.37万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $248.41万 | 0.58% | 100,206 | 16,798 | 20.1% | $41.64万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $248.81万 | 0.58% | 42,014 | -12,959 | -23.6% | -$76.74万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $250.76万 | 0.59% | 7,817 | 201 | 2.6% | $6.45万 | 加仓 |
| DES | WISDOMTREE TR | $256.00万 | 0.60% | 71,231 | 36,385 | 104.4% | $130.77万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $258.53万 | 0.61% | 45,692 | -1,487 | -3.2% | -$8.41万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $278.42万 | 0.65% | 65,449 | -1,195 | -1.8% | -$5.08万 | 减仓 |