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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -121,869 | -100.0% | -$334.29万 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -76,628 | -100.0% | -$210.65万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -15,570 | -100.0% | -$152.21万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -5,024 | -100.0% | -$136.25万 | 清仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $0 | 0.00% | 0 | -39,749 | -100.0% | -$117.46万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -2,311 | -100.0% | -$108.55万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -28,138 | -100.0% | -$97.72万 | 清仓 |
| BCE | BCE INC | $0 | 0.00% | 0 | -40,007 | -100.0% | -$95.30万 | 清仓 |
| ALMU | AELUMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,449 | -100.0% | -$64.63万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -4,651 | -100.0% | -$58.27万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -8,750 | -100.0% | -$54.22万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -1,820 | -100.0% | -$53.64万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -6,062 | -100.0% | -$51.05万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -3,811 | -100.0% | -$48.58万 | 清仓 |
| RGEN | REPLIGEN CORP | $0 | 0.00% | 0 | -2,680 | -100.0% | -$43.91万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,928 | -100.0% | -$34.78万 | 清仓 |
| XBI | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,462 | -100.0% | -$30.02万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -2,062 | -100.0% | -$29.67万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -408 | -100.0% | -$27.49万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -738 | -100.0% | -$24.93万 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -279 | -100.0% | -$22.89万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FMHI | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -4,315 | -100.0% | -$20.68万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLDT | CHATHAM LODGING TR | $0 | 0.00% | 0 | -19,888 | -100.0% | -$13.54万 | 清仓 |
| INN | SUMMIT HOTEL PPTYS INC | $0 | 0.00% | 0 | -19,554 | -100.0% | -$9.52万 | 清仓 |
| — | SERITAGE GROWTH PPTYS | $0 | 0.00% | 0 | -15,471 | -100.0% | -$5.03万 | 清仓 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | -53,000 | -100.0% | -$3,975 | 清仓 |
| OVID | OVID THERAPEUTICS INC | $4.66万 | 0.01% | 20,975 | -7,625 | -26.7% | -$1.69万 | 减仓 |
| PALI | PALISADE BIO INC | $4.72万 | 0.01% | 27,000 | -2,935 | -9.8% | -$5,136 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $12.71万 | 0.03% | 11,318 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $15.02万 | 0.04% | 10,663 | -831 | -7.2% | -$1.17万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $16.74万 | 0.04% | 10,694 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $18.09万 | 0.04% | 12,500 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.10万 | 0.05% | 5,469 | 70 | 1.3% | $2,573 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $20.33万 | 0.05% | 10,139 | 0 | 0.0% | — | 不变 |
| ECOW | PACER FDS TR | $20.60万 | 0.05% | 7,725 | 7,725 | — | $20.60万 | 新建仓 |
| — | TERNS PHARMACEUTICALS INC | $20.82万 | 0.05% | 3,950 | 3,950 | — | $20.82万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $21.09万 | 0.05% | 122 | 6 | 5.2% | $1.04万 | 加仓 |
| MS | MORGAN STANLEY | $21.74万 | 0.05% | 1,321 | 33 | 2.6% | $5,431 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $21.90万 | 0.05% | 3,346 | 3,346 | — | $21.90万 | 新建仓 |
| EME | EMCOR GROUP INC | $21.93万 | 0.05% | 297 | 297 | — | $21.93万 | 新建仓 |
| — | GLOBAL X FDS | $22.21万 | 0.05% | 5,813 | 5,813 | — | $22.21万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.46万 | 0.05% | 1,104 | 84 | 8.2% | $1.71万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $22.48万 | 0.05% | 5,770 | -1,495 | -20.6% | -$5.82万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $22.48万 | 0.05% | 5,047 | 5,047 | — | $22.48万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $22.62万 | 0.05% | 2,468 | 13 | 0.5% | $1,191 | 加仓 |
| IJT | ISHARES TR | $22.64万 | 0.05% | 1,565 | 1 | 0.1% | $145 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.68万 | 0.05% | 2,053 | -210 | -9.3% | -$2.32万 | 减仓 |
| — | AMPLIFY ETF TR | $22.68万 | 0.05% | 3,286 | 3,286 | — | $22.68万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $22.77万 | 0.05% | 674 | 674 | — | $22.77万 | 新建仓 |
| EFV | ISHARES TR | $22.81万 | 0.05% | 3,068 | 211 | 7.4% | $1.57万 | 加仓 |
| SNOW | SNOWFLAKE INC | $22.86万 | 0.05% | 1,516 | -22 | -1.4% | -$3,318 | 减仓 |
| NI | NISOURCE INC | $22.92万 | 0.05% | 4,912 | 0 | 0.0% | — | 不变 |
| KNSL | KINSALE CAP GROUP INC | $22.93万 | 0.05% | 671 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $23.02万 | 0.05% | 4,721 | 156 | 3.4% | $7,606 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $23.08万 | 0.05% | 2,322 | 112 | 5.1% | $1.11万 | 加仓 |
| NET | CLOUDFLARE INC | $23.15万 | 0.05% | 1,122 | -55 | -4.7% | -$1.13万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $23.45万 | 0.06% | 14,117 | -3,115 | -18.1% | -$5.17万 | 减仓 |
| AEE | AMEREN CORP | $23.75万 | 0.06% | 2,161 | 54 | 2.6% | $5,936 | 加仓 |
| RKLB | ROCKET LAB CORP | $23.98万 | 0.06% | 3,734 | -181 | -4.6% | -$1.16万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $24.09万 | 0.06% | 1,140 | -209 | -15.5% | -$4.42万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.10万 | 0.06% | 797 | -77 | -8.8% | -$2.33万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $24.14万 | 0.06% | 1,637 | -36 | -2.2% | -$5,308 | 减仓 |
| VUG | VANGUARD INDEX FDS | $24.15万 | 0.06% | 553 | -96 | -14.8% | -$4.19万 | 减仓 |
| LNT | ALLIANT ENERGY CORP | $24.18万 | 0.06% | 3,370 | 0 | 0.0% | — | 不变 |
| UTG | REAVES UTIL INCOME FD | $24.31万 | 0.06% | 6,190 | 6,190 | — | $24.31万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.62万 | 0.06% | 10,096 | -4,041 | -28.6% | -$9.86万 | 减仓 |
| SMMU | PIMCO ETF TR | $24.79万 | 0.06% | 4,913 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $24.88万 | 0.06% | 1,209 | -35 | -2.8% | -$7,203 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.00万 | 0.06% | 1,270 | 130 | 11.4% | $2.56万 | 加仓 |
| PWR | QUANTA SVCS INC | $25.15万 | 0.06% | 458 | 458 | — | $25.15万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $25.16万 | 0.06% | 6,372 | 6,372 | — | $25.16万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.18万 | 0.06% | 5,353 | 80 | 1.5% | $3,762 | 加仓 |
| VDE | VANGUARD WORLD FD | $25.23万 | 0.06% | 1,458 | -376 | -20.5% | -$6.51万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.48万 | 0.06% | 2,023 | -130 | -6.0% | -$1.64万 | 减仓 |
| TMUS | T-MOBILE US INC | $25.54万 | 0.06% | 1,216 | 14 | 1.2% | $2,940 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.56万 | 0.06% | 7,094 | 1,168 | 19.7% | $4.21万 | 加仓 |
| HYG | ISHARES TR | $25.72万 | 0.06% | 3,233 | 558 | 20.9% | $4.44万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.95万 | 0.06% | 14,621 | 14,621 | — | $25.95万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $26.55万 | 0.06% | 2,712 | -706 | -20.7% | -$6.91万 | 减仓 |
| DIVB | ISHARES TR | $26.89万 | 0.06% | 4,985 | 4,985 | — | $26.89万 | 新建仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $26.98万 | 0.06% | 15,579 | 15,579 | — | $26.98万 | 新建仓 |
| T | AT&T INC | $28.00万 | 0.07% | 9,657 | -2,904 | -23.1% | -$8.42万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $28.09万 | 0.07% | 1,219 | 150 | 14.0% | $3.46万 | 加仓 |
| IGF | ISHARES TR | $28.40万 | 0.07% | 4,239 | 4,239 | — | $28.40万 | 新建仓 |
| SM | SM ENERGY COMPANY | $28.49万 | 0.07% | 9,139 | 9,139 | — | $28.49万 | 新建仓 |
| COPX | GLOBAL X FDS | $28.67万 | 0.07% | 3,755 | 3,755 | — | $28.67万 | 新建仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $28.71万 | 0.07% | 5,235 | -550 | -9.5% | -$3.02万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $29.58万 | 0.07% | 639 | -15 | -2.3% | -$6,943 | 减仓 |
| DRS | LEONARDO DRS INC | $29.63万 | 0.07% | 6,655 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $29.92万 | 0.07% | 2,116 | -17 | -0.8% | -$2,404 | 减仓 |
| SO | SOUTHERN CO | $30.54万 | 0.07% | 3,164 | -119 | -3.6% | -$1.15万 | 减仓 |
| CCJ | CAMECO CORP | $30.73万 | 0.07% | 2,829 | -921 | -24.6% | -$10.00万 | 减仓 |
| TMFC | RBB FD INC | $30.79万 | 0.07% | 4,667 | 694 | 17.5% | $4.58万 | 加仓 |
| CGON | CG ONCOLOGY INC | $31.13万 | 0.07% | 4,600 | 4,600 | — | $31.13万 | 新建仓 |