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 |
|---|---|---|---|---|---|---|---|---|
| ICLO | INVESCO ACTIVELY MANAGED EXC | $283.30万 | 0.67% | 111,054 | 111,054 | — | $283.30万 | 新建仓 |
| WMT | WALMART INC | $287.03万 | 0.67% | 23,095 | -252 | -1.1% | -$3.13万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $297.82万 | 0.70% | 44,604 | 8,206 | 22.5% | $54.79万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $302.24万 | 0.71% | 110,996 | 488 | 0.4% | $1.33万 | 加仓 |
| IVV | ISHARES TR | $316.34万 | 0.74% | 4,843 | 17 | 0.4% | $1.11万 | 加仓 |
| GLD | SPDR GOLD TR | $323.28万 | 0.76% | 7,513 | -327 | -4.2% | -$14.07万 | 减仓 |
| CAT | CATERPILLAR INC | $323.42万 | 0.76% | 4,565 | 182 | 4.2% | $12.89万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $325.81万 | 0.77% | 6,799 | -140 | -2.0% | -$6.71万 | 减仓 |
| AMZN | AMAZON COM INC | $325.82万 | 0.77% | 15,644 | 345 | 2.3% | $7.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $348.82万 | 0.82% | 11,858 | 161 | 1.4% | $4.74万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.84% | 5 | 0 | 0.0% | — | 不变 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $369.07万 | 0.87% | 140,438 | 19,833 | 16.4% | $52.12万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $388.14万 | 0.91% | 29,573 | 27,262 | 1,179.7% | $357.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $394.58万 | 0.93% | 10,659 | -183 | -1.7% | -$6.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $406.66万 | 0.96% | 104,647 | 2,495 | 2.4% | $9.70万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $412.75万 | 0.97% | 6,347 | -94 | -1.5% | -$6.11万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $420.37万 | 0.99% | 89,765 | -5,936 | -6.2% | -$27.80万 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $437.05万 | 1.03% | 86,034 | 11,292 | 15.1% | $57.36万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $441.46万 | 1.04% | 88,081 | 46,936 | 114.1% | $235.24万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $445.83万 | 1.05% | 178,084 | -4,944 | -2.7% | -$12.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $451.34万 | 1.06% | 72,272 | 72,272 | — | $451.34万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $457.30万 | 1.07% | 184,617 | 2,397 | 1.3% | $5.94万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $487.74万 | 1.15% | 179,646 | 20,985 | 13.2% | $56.97万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $500.00万 | 1.17% | 195,159 | -3,316 | -1.7% | -$8.50万 | 减仓 |
| GOOGL | ALPHABET INC | $530.99万 | 1.25% | 18,465 | -778 | -4.0% | -$22.37万 | 减仓 |
| IWF | ISHARES TR | $545.37万 | 1.28% | 12,790 | -204 | -1.6% | -$8.70万 | 减仓 |
| XCEM | COLUMBIA ETF TR II | $567.72万 | 1.33% | 139,114 | 10,727 | 8.4% | $43.78万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $587.47万 | 1.38% | 106,128 | 91,168 | 609.4% | $504.66万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $598.50万 | 1.41% | 25,187 | 68 | 0.3% | $1.62万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $601.18万 | 1.41% | 190,008 | 7,688 | 4.2% | $24.32万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $607.24万 | 1.43% | 151,093 | 9,122 | 6.4% | $36.66万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $612.69万 | 1.44% | 134,597 | -42,817 | -24.1% | -$194.90万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $641.88万 | 1.51% | 36,805 | -203 | -0.5% | -$3.54万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $649.70万 | 1.53% | 132,781 | 17,805 | 15.5% | $87.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $664.45万 | 1.56% | 145,554 | 22,903 | 18.7% | $104.55万 | 加仓 |
| AAPL | APPLE INC | $667.05万 | 1.57% | 26,284 | -439 | -1.6% | -$11.14万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $668.64万 | 1.57% | 30,778 | -9,652 | -23.9% | -$209.69万 | 减仓 |
| USFR | WISDOMTREE TR | $689.57万 | 1.62% | 136,982 | 63 | 0.0% | $3,171 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $774.19万 | 1.82% | 153,700 | -42,298 | -21.6% | -$213.05万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $831.90万 | 1.95% | 121,836 | 2,478 | 2.1% | $16.92万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $904.19万 | 2.12% | 78,687 | 2,408 | 3.2% | $27.67万 | 加仓 |
| BILS | SPDR SERIES TRUST | $962.01万 | 2.26% | 96,743 | 32,214 | 49.9% | $320.34万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,841.82万 | 4.33% | 240,635 | 81,992 | 51.7% | $627.57万 | 加仓 |