13F 机构持仓

Total Clarity Wealth Management, Inc.

ST. CHARLES IL · SEC CIK 0001804909

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$5.15亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPYM 5.4%
JAAA 2.7%
SPYD 2.5%
RDVY 2.5%
QQQM 2.0%
SPAB 1.7%
IMFL 1.7%
CGGR 1.6%
FNDF 1.4%
AAPL 1.4%

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
VGLT VANGUARD SCOTTSDALE FDS $00.00%0 -106,128-100.0% -$587.47万 清仓
BRK/A BERKSHIRE HATHAWAY INC DEL $00.00%0 -5-100.0% -$359.07万 清仓
SPMD SPDR SERIES TRUST $00.00%0 -42,014-100.0% -$248.81万 清仓
STNG SCORPIO TANKERS INC $00.00%0 -12,927-100.0% -$96.51万 清仓
VIOO VANGUARD ADMIRAL FDS INC $00.00%0 -6,155-100.0% -$70.68万 清仓
DXYZ DESTINY TECH100 INC $00.00%0 -20,252-100.0% -$54.23万 清仓
GRC GORMAN RUPP CO $00.00%0 -7,600-100.0% -$47.22万 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -1,483-100.0% -$43.41万 清仓
ET ENERGY TRANSFER L P $00.00%0 -20,048-100.0% -$38.69万 清仓
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 -14,142-100.0% -$33.67万 清仓
TMFC RBB FD INC $00.00%0 -4,667-100.0% -$30.79万 清仓
DRS LEONARDO DRS INC $00.00%0 -6,655-100.0% -$29.63万 清仓
COPX GLOBAL X FDS $00.00%0 -3,755-100.0% -$28.67万 清仓
T AT&T INC $00.00%0 -9,657-100.0% -$28.00万 清仓
SMMU PIMCO ETF TR $00.00%0 -4,913-100.0% -$24.79万 清仓
TMDX TRANSMEDICS GROUP INC $00.00%0 -2,322-100.0% -$23.08万 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -671-100.0% -$22.93万 清仓
EFV ISHARES TR $00.00%0 -3,068-100.0% -$22.81万 清仓
— GLOBAL X FDS $00.00%0 -5,813-100.0% -$22.21万 清仓
EME EMCOR GROUP INC $00.00%0 -297-100.0% -$21.93万 清仓
— TERNS PHARMACEUTICALS INC $00.00%0 -3,950-100.0% -$20.82万 清仓
ECOW PACER FDS TR $00.00%0 -7,725-100.0% -$20.60万 清仓
FUMB FIRST TR EXCH TRADED FD III $00.00%0 -10,139-100.0% -$20.33万 清仓
KRP KIMBELL RTY PARTNERS LP $00.00%0 -12,500-100.0% -$18.09万 清仓
JBS JBS N.V. 看涨期权 $4,0500.00%2,000 2,000— $4,050 新建仓
QQQ INVESCO QQQ TR 看跌期权 $4,3580.00%1,500 1,500— $4,358 新建仓
AIG AMERICAN INTL GROUP INC 看涨期权 $5,1750.00%4,500 4,500— $5,175 新建仓
CLF CLEVELAND-CLIFFS INC NEW 看涨期权 $6,2600.00%12,000 12,000— $6,260 新建仓
CHWY CHEWY INC 看涨期权 $6,9500.00%10,000 10,000— $6,950 新建仓
KD KYNDRYL HLDGS INC 看涨期权 $7,0880.00%4,500 4,500— $7,088 新建仓
TTD THE TRADE DESK INC 看涨期权 $1.32万0.00%19,400 19,400— $1.32万 新建仓
PALI PALISADE BIO INC $6.65万0.01%31,795 4,79517.8% $1.00万 加仓
OVID OVID THERAPEUTICS INC $7.37万0.01%27,411 6,43630.7% $1.73万 加仓
XNEAX NUVEEN AMT FREE QLTY MUN INC $13.29万0.03%11,318 00.0% — 不变
BPRE BLUEROCK PVT REAL ESTATE FD $13.58万0.03%10,437 -3,680-26.1% -$4.79万 减仓
AES AES CORP $15.69万0.03%10,701 380.4% $557 加仓
SMR NUSCALE PWR CORP $17.00万0.03%16,945 16,945— $17.00万 新建仓
HBAN HUNTINGTON BANCSHARES INC $18.96万0.04%10,694 00.0% — 不变
PSLV SPROTT ASSET MANAGEMENT LP $19.06万0.04%10,101 50.0% $94 加仓
VOE VANGUARD INDEX FDS $20.12万0.04%1,018 1,018— $20.12万 新建仓
WTAI WISDOMTREE TR $20.12万0.04%4,239 4,239— $20.12万 新建仓
HON HONEYWELL INTL INC $20.19万0.04%902 -3,115-77.5% -$69.73万 减仓
PZA INVESCO EXCH TRADED FD TR II $20.52万0.04%8,726 8,726— $20.52万 新建仓
RDVI FIRST TR EXCHANGE-TRADED FD $20.58万0.04%7,000 -9,794-58.3% -$28.79万 减仓
VDE VANGUARD WORLD FD $20.82万0.04%1,387 -71-4.9% -$1.07万 减仓
TMSL T ROWE PRICE EXCHANGE-TRADED $20.82万0.04%4,748 4,748— $20.82万 新建仓
SPSB SPDR SERIES TRUST $20.83万0.04%6,941 6,941— $20.83万 新建仓
OSS ONE STOP SYS INC $20.90万0.04%11,494 11,494— $20.90万 新建仓
COF CAPITAL ONE FINL CORP $21.11万0.04%1,052 10.1% $201 重新持有
OMC OMNICOM GROUP INC $21.23万0.04%2,915 2,915— $21.23万 新建仓
CSCO CISCO SYS INC $21.36万0.04%1,818 1,818— $21.36万 新建仓
O REALTY INCOME CORP $21.51万0.04%3,471 3,471— $21.51万 新建仓
FVD FIRST TR EXCHANGE-TRADED FD $21.57万0.04%4,478 -875-16.3% -$4.22万 减仓
SM SM ENERGY COMPANY $21.66万0.04%8,299 -840-9.2% -$2.19万 减仓
NLY ANNALY CAPITAL MANAGEMENT IN $21.74万0.04%9,725 9,725— $21.74万 新建仓
BIL SPDR SERIES TRUST $21.87万0.04%2,387 -81-3.3% -$7,423 减仓
VGT VANGUARD WORLD FD $21.97万0.04%1,838 1,571588.4% $18.78万 重新持有
GABC GERMAN AMERN BANCORP INC $22.04万0.04%4,643 4,643— $22.04万 新建仓
FEZ SPDR INDEX SHS FDS $22.29万0.04%3,246 3,246— $22.29万 新建仓
USMV ISHARES TR $22.64万0.04%2,347 2,347— $22.64万 新建仓
— DIMENSIONAL ETF TRUST $22.82万0.04%5,469 00.0% — 不变
ABVX ABIVAX SA $22.92万0.04%1,720 -5,690-76.8% -$75.82万 减仓
JPIE J P MORGAN EXCHANGE TRADED F $23.12万0.04%5,021 5,021— $23.12万 新建仓
NI NISOURCE INC $23.36万0.05%4,912 00.0% — 不变
AEE AMEREN CORP $23.70万0.05%2,096 -65-3.0% -$7,348 减仓
PHYS SPROTT ASSET MANAGEMENT LP $24.02万0.05%7,960 7,960— $24.02万 新建仓
XLI SELECT SECTOR SPDR TR $24.37万0.05%1,316 1,316— $24.37万 新建仓
AXP AMERICAN EXPRESS CO $24.38万0.05%721 -76-9.5% -$2.57万 减仓
FTHI FIRST TR EXCHANGE TRADED FD $24.42万0.05%10,241 10,241— $24.42万 新建仓
VXUS VANGUARD STAR FDS $24.57万0.05%2,874 2,874— $24.57万 新建仓
AXON AXON ENTERPRISE INC $24.61万0.05%439 -323-42.4% -$18.11万 减仓
PDBC INVESCO ACTVELY MNGD ETC FD $25.26万0.05%15,905 3262.1% $5,177 加仓
DFAI DIMENSIONAL ETF TRUST $25.39万0.05%6,154 3846.7% $1.58万 加仓
CCJ CAMECO CORP $25.39万0.05%2,493 -336-11.9% -$3.42万 减仓
VCIT VANGUARD SCOTTSDALE FDS $25.57万0.05%3,094 -695-18.3% -$5.74万 减仓
MO ALTRIA GROUP INC $25.92万0.05%3,602 3,602— $25.92万 新建仓
MS MORGAN STANLEY $25.92万0.05%1,240 -81-6.1% -$1.69万 减仓
ONDS ONDAS INC $26.59万0.05%32,274 32,274— $26.59万 新建仓
RCAT RED CAT HLDGS INC $26.73万0.05%25,094 25,094— $26.73万 新建仓
CAH CARDINAL HEALTH INC $26.73万0.05%1,125 -15-1.3% -$3,565 减仓
ROUS LATTICE STRATEGIES TR $27.32万0.05%4,053 4,053— $27.32万 新建仓
VUG VANGUARD INDEX FDS $27.50万0.05%3,192 -126-3.8% -$1.09万 减仓
EDIV SPDR INDEX SHS FDS $27.56万0.05%6,730 3585.6% $1.47万 加仓
BAC BANK OF AMER CORP $27.86万0.05%4,889 1683.6% $9,573 加仓
QINT AMERICAN CENTY ETF TR $28.08万0.05%4,044 69820.9% $4.85万 加仓
VXF VANGUARD INDEX FDS $28.13万0.05%1,142 -67-5.5% -$1.65万 减仓
CAG CONAGRA BRANDS INC $28.29万0.05%21,020 21,020— $28.29万 新建仓
IGF ISHARES TR $28.78万0.06%4,321 821.9% $5,461 加仓
IYW ISHARES TR $28.88万0.06%1,145 1,145— $28.88万 新建仓
DUK DUKE ENERGY CORP NEW $29.49万0.06%2,330 -60-2.5% -$7,593 减仓
FIX COMFORT SYS USA INC $30.13万0.06%152 152— $30.13万 新建仓
PWR QUANTA SVCS INC $30.17万0.06%419 -39-8.5% -$2.81万 减仓
PFE PFIZER INC $30.65万0.06%12,728 -22,589-64.0% -$54.40万 减仓
DIA STATE STR SPDR DOW JONES IND $30.66万0.06%587 -52-8.1% -$2.72万 减仓
SPMO INVESCO EXCH TRADED FD TR II $30.76万0.06%1,904 1,904— $30.76万 新建仓
DBEF DBX ETF TR $31.00万0.06%5,675 -1,974-25.8% -$10.78万 减仓
— FIRST TR EXCHANGE TRADED FD $31.48万0.06%7,856 76210.7% $3.05万 加仓
DBMF LITMAN GREGORY FDS TR $31.58万0.06%10,316 -519-4.8% -$1.59万 减仓
IJH ISHARES TR $31.63万0.06%4,102 1864.7% $1.43万 重新持有
LUNR INTUITIVE MACHINES INC $31.71万0.06%14,825 14,825— $31.71万 新建仓