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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $104.34万 | 0.25% | 1,746 | 69 | 4.1% | $4.12万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $102.67万 | 0.24% | 50,305 | -1,534 | -3.0% | -$3.13万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $101.97万 | 0.24% | 20,256 | -771 | -3.7% | -$3.88万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $101.60万 | 0.24% | 13,682 | 7,821 | 133.4% | $58.08万 | 加仓 |
| IUSV | ISHARES TR | $100.93万 | 0.24% | 9,871 | 5,282 | 115.1% | $54.01万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $100.10万 | 0.24% | 6,041 | -40 | -0.7% | -$6,628 | 减仓 |
| PFE | PFIZER INC | $99.17万 | 0.23% | 35,317 | -192 | -0.5% | -$5,391 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $98.97万 | 0.23% | 4,049 | 212 | 5.5% | $5.18万 | 加仓 |
| META | META PLATFORMS INC | $98.84万 | 0.23% | 1,728 | 79 | 4.8% | $4.52万 | 加仓 |
| SMH | VANECK ETF TRUST | $98.41万 | 0.23% | 2,567 | 27 | 1.1% | $1.04万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $96.51万 | 0.23% | 12,927 | 12,927 | — | $96.51万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $95.72万 | 0.22% | 12,721 | 252 | 2.0% | $1.90万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $95.07万 | 0.22% | 4,954 | 165 | 3.4% | $3.17万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $94.77万 | 0.22% | 38,291 | 2,852 | 8.0% | $7.06万 | 加仓 |
| IJR | ISHARES TR | $94.25万 | 0.22% | 7,582 | 1,517 | 25.0% | $18.86万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $93.72万 | 0.22% | 8,544 | 2,046 | 31.5% | $22.44万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $91.61万 | 0.22% | 6,317 | 6,317 | — | $91.61万 | 新建仓 |
| MINT | PIMCO ETF TR | $90.86万 | 0.21% | 9,035 | -385 | -4.1% | -$3.87万 | 减仓 |
| — | HONEYWELL INTL INC | $90.79万 | 0.21% | 4,017 | 4,017 | — | $90.79万 | 新建仓 |
| DXJ | WISDOMTREE TR | $90.52万 | 0.21% | 5,708 | -190 | -3.2% | -$3.01万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $89.55万 | 0.21% | 16,210 | 8,998 | 124.8% | $49.71万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $87.88万 | 0.21% | 16,343 | 397 | 2.5% | $2.13万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $87.41万 | 0.21% | 21,019 | -27,461 | -56.6% | -$114.20万 | 减仓 |
| LLY | ELI LILLY & CO | $86.78万 | 0.20% | 943 | 56 | 6.3% | $5.15万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $84.88万 | 0.20% | 17,750 | 17,750 | — | $84.88万 | 新建仓 |
| IEMG | ISHARES INC | $82.53万 | 0.19% | 11,832 | 3,675 | 45.1% | $25.63万 | 加仓 |
| ABVX | ABIVAX SA | $82.51万 | 0.19% | 7,410 | -1,835 | -19.8% | -$20.43万 | 减仓 |
| GOOG | ALPHABET INC | $81.33万 | 0.19% | 2,835 | 91 | 3.3% | $2.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.75万 | 0.19% | 1,616 | -26 | -1.6% | -$1.30万 | 减仓 |
| GCOW | PACER FDS TR | $79.79万 | 0.19% | 17,256 | 623 | 3.7% | $2.88万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $79.63万 | 0.19% | 14,597 | -5,729 | -28.2% | -$31.25万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $79.46万 | 0.19% | 14,312 | 1,250 | 9.6% | $6.94万 | 加仓 |
| MUB | ISHARES TR | $79.37万 | 0.19% | 7,477 | 1,534 | 25.8% | $16.28万 | 加仓 |
| AVGO | BROADCOM INC | $78.70万 | 0.18% | 2,543 | 121 | 5.0% | $3.74万 | 加仓 |
| APH | AMPHENOL CORP | $78.69万 | 0.18% | 6,228 | 135 | 2.2% | $1.71万 | 加仓 |
| IWM | ISHARES TR | $78.37万 | 0.18% | 3,160 | -1,876 | -37.3% | -$46.52万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $77.99万 | 0.18% | 3,611 | -115 | -3.1% | -$2.48万 | 减仓 |
| USB | US BANCORP | $77.27万 | 0.18% | 14,857 | -23,866 | -61.6% | -$124.12万 | 减仓 |
| MCD | MCDONALDS CORP | $77.26万 | 0.18% | 2,486 | 284 | 12.9% | $8.83万 | 加仓 |
| EXI | ISHARES TR | $76.87万 | 0.18% | 4,247 | -138 | -3.1% | -$2.50万 | 减仓 |
| F | FORD MTR CO | $75.89万 | 0.18% | 65,761 | -60,063 | -47.7% | -$69.31万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $74.24万 | 0.17% | 5,075 | -583 | -10.3% | -$8.53万 | 减仓 |
| IVW | ISHARES TR | $72.64万 | 0.17% | 6,422 | -792 | -11.0% | -$8.96万 | 减仓 |
| ASML | ASML HLDG NV | $72.25万 | 0.17% | 547 | 547 | — | $72.25万 | 新建仓 |
| SLV | ISHARES SILVER TR | $71.53万 | 0.17% | 10,498 | -4,435 | -29.7% | -$30.22万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $70.68万 | 0.17% | 6,155 | -26,837 | -81.3% | -$308.17万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $69.92万 | 0.16% | 12,935 | 155 | 1.2% | $8,378 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $69.39万 | 0.16% | 27,647 | 9,147 | 49.4% | $22.96万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $69.34万 | 0.16% | 10,849 | 69 | 0.6% | $4,410 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $66.48万 | 0.16% | 8,745 | 8,745 | — | $66.48万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $65.99万 | 0.16% | 662 | 10 | 1.5% | $9,969 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $65.45万 | 0.15% | 23,143 | -637 | -2.7% | -$1.80万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $65.05万 | 0.15% | 13,039 | 5,440 | 71.6% | $27.14万 | 加仓 |
| GE | GE AEROSPACE | $64.90万 | 0.15% | 2,287 | -218 | -8.7% | -$6.19万 | 减仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $64.69万 | 0.15% | 38,300 | 38,300 | — | $64.69万 | 新建仓 |
| ESLT | ELBIT SYS LTD | $63.34万 | 0.15% | 746 | -727 | -49.4% | -$61.73万 | 减仓 |
| GEV | GE VERNOVA INC | $63.02万 | 0.15% | 722 | 21 | 3.0% | $1.83万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $62.89万 | 0.15% | 74,421 | 74,421 | — | $62.89万 | 新建仓 |
| HD | HOME DEPOT INC | $62.54万 | 0.15% | 1,901 | -171 | -8.3% | -$5.63万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.85万 | 0.15% | 2,215 | -1,813 | -45.0% | -$50.63万 | 减仓 |
| ORCL | ORACLE CORP | $60.77万 | 0.14% | 4,131 | 80 | 2.0% | $1.18万 | 加仓 |
| BROS | DUTCH BROS INC | $59.22万 | 0.14% | 11,689 | -390 | -3.2% | -$1.98万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $55.94万 | 0.13% | 5,391 | 226 | 4.4% | $2.34万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $55.52万 | 0.13% | 2,830 | -58 | -2.0% | -$1.14万 | 减仓 |
| ITB | ISHARES TR | $55.26万 | 0.13% | 6,103 | -187 | -3.0% | -$1.69万 | 减仓 |
| BE | BLOOM ENERGY CORP | $54.25万 | 0.13% | 4,004 | -3,517 | -46.8% | -$47.65万 | 减仓 |
| DXYZ | DESTINY TECH100 INC | $54.23万 | 0.13% | 20,252 | 13,022 | 180.1% | $34.87万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $54.15万 | 0.13% | 19,445 | 2,698 | 16.1% | $7.51万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $53.53万 | 0.13% | 22,408 | -2,471 | -9.9% | -$5.90万 | 减仓 |
| VB | VANGUARD INDEX FDS | $53.41万 | 0.13% | 2,039 | -4 | -0.2% | -$1,048 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $52.83万 | 0.12% | 1,183 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $52.47万 | 0.12% | 2,546 | -2,010 | -44.1% | -$41.42万 | 减仓 |
| AMLP | ALPS ETF TR | $52.08万 | 0.12% | 9,893 | 9,893 | — | $52.08万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $51.50万 | 0.12% | 471 | 49 | 11.6% | $5.36万 | 加仓 |
| GLDM | WORLD GOLD TR | $51.42万 | 0.12% | 5,547 | 1,009 | 22.2% | $9.35万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $51.35万 | 0.12% | 1,114 | 67 | 6.4% | $3.09万 | 加仓 |
| DVY | ISHARES TR | $50.98万 | 0.12% | 3,367 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $50.82万 | 0.12% | 13,228 | 100 | 0.8% | $3,842 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $50.73万 | 0.12% | 3,164 | 3,164 | — | $50.73万 | 新建仓 |
| DEM | WISDOMTREE TR | $50.65万 | 0.12% | 10,193 | -110 | -1.1% | -$5,466 | 减仓 |
| ACWI | ISHARES TR | $50.51万 | 0.12% | 3,650 | 0 | 0.0% | — | 不变 |
| HMC | HONDA MOTOR CO LTD | $48.22万 | 0.11% | 19,836 | 19,836 | — | $48.22万 | 新建仓 |
| GOVT | ISHARES TR | $47.64万 | 0.11% | 20,793 | 7,557 | 57.1% | $17.31万 | 加仓 |
| RDW | REDWIRE CORPORATION | $47.30万 | 0.11% | 55,650 | 55,650 | — | $47.30万 | 新建仓 |
| GRC | GORMAN RUPP CO | $47.22万 | 0.11% | 7,600 | 7,600 | — | $47.22万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $47.10万 | 0.11% | 1,943 | 183 | 10.4% | $4.44万 | 加仓 |
| V | VISA INC | $45.46万 | 0.11% | 1,504 | -256 | -14.5% | -$7.74万 | 减仓 |
| IONQ | IONQ INC | $45.24万 | 0.11% | 15,693 | -42 | -0.3% | -$1,211 | 减仓 |
| KARO | KAROOOOO LTD | $45.10万 | 0.11% | 9,049 | 100 | 1.1% | $4,984 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $45.09万 | 0.11% | 48,586 | 48,586 | — | $45.09万 | 新建仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $45.05万 | 0.11% | 8,008 | 339 | 4.4% | $1.91万 | 加仓 |
| CALF | PACER FDS TR | $44.83万 | 0.11% | 9,991 | 0 | 0.0% | — | 不变 |
| DGRW | WISDOMTREE TR | $44.77万 | 0.11% | 5,097 | -137 | -2.6% | -$1.20万 | 减仓 |
| NFLX | NETFLIX INC. | $43.76万 | 0.10% | 4,551 | 611 | 15.5% | $5.87万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $43.58万 | 0.10% | 1,550 | 68 | 4.6% | $1.91万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $43.41万 | 0.10% | 1,483 | 1,483 | — | $43.41万 | 新建仓 |
| MBB | ISHARES TR | $43.23万 | 0.10% | 4,553 | 1,270 | 38.7% | $12.06万 | 加仓 |
| SMDV | PROSHARES TR | $43.21万 | 0.10% | 6,282 | 51 | 0.8% | $3,508 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $42.91万 | 0.10% | 16,794 | -108 | -0.6% | -$2,759 | 减仓 |
| DE | DEERE & CO | $42.73万 | 0.10% | 759 | -5 | -0.7% | -$2,815 | 减仓 |