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 |
|---|---|---|---|---|---|---|---|---|
| FLO | FLOWERS FOODS INC | $42.23万 | 0.10% | 51,812 | 37,932 | 273.3% | $30.91万 | 加仓 |
| MGK | VANGUARD WORLD FD | $42.00万 | 0.10% | 1,143 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $41.85万 | 0.10% | 10,614 | -350 | -3.2% | -$1.38万 | 减仓 |
| IWY | ISHARES TR | $41.63万 | 0.10% | 1,673 | 37 | 2.3% | $9,207 | 加仓 |
| SLYV | SPDR SERIES TRUST | $40.60万 | 0.10% | 4,293 | 1,082 | 33.7% | $10.23万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $39.92万 | 0.09% | 8,848 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $39.24万 | 0.09% | 5,533 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $38.91万 | 0.09% | 7,659 | 201 | 2.7% | $1.02万 | 加仓 |
| ET | ENERGY TRANSFER L P | $38.69万 | 0.09% | 20,048 | 118 | 0.6% | $2,277 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $38.59万 | 0.09% | 5,378 | -1,666 | -23.7% | -$11.95万 | 减仓 |
| COWG | PACER FDS TR | $38.55万 | 0.09% | 11,425 | 1,796 | 18.7% | $6.06万 | 加仓 |
| MLPA | GLOBAL X FDS | $38.17万 | 0.09% | 7,085 | -112 | -1.6% | -$6,034 | 减仓 |
| RTX | RTX CORPORATION | $38.12万 | 0.09% | 1,976 | -21 | -1.1% | -$4,051 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $38.02万 | 0.09% | 1,108 | 1 | 0.1% | $343 | 加仓 |
| DBEF | DBX ETF TR | $37.79万 | 0.09% | 7,649 | -90 | -1.2% | -$4,446 | 减仓 |
| ARTY | ISHARES TR | $37.74万 | 0.09% | 8,111 | 8,111 | — | $37.74万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $37.38万 | 0.09% | 2,285 | -739 | -24.4% | -$12.09万 | 减仓 |
| EXC | EXELON CORP | $37.23万 | 0.09% | 7,594 | -3,420 | -31.1% | -$16.77万 | 减仓 |
| KO | COCA COLA CO | $37.18万 | 0.09% | 4,889 | 839 | 20.7% | $6.38万 | 加仓 |
| ACWX | ISHARES TR | $36.98万 | 0.09% | 5,402 | 2,361 | 77.6% | $16.16万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $36.81万 | 0.09% | 10,974 | 2,905 | 36.0% | $9.74万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $35.89万 | 0.08% | 6,953 | 172 | 2.5% | $8,878 | 加仓 |
| PG | PROCTER & GAMBLE CO | $35.87万 | 0.08% | 2,484 | -113 | -4.4% | -$1.63万 | 减仓 |
| WM | WASTE MGMT INC DEL | $35.78万 | 0.08% | 1,557 | 48 | 3.2% | $1.10万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $35.03万 | 0.08% | 16,763 | -21,695 | -56.4% | -$45.34万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $34.79万 | 0.08% | 6,867 | -2,595 | -27.4% | -$13.15万 | 重新持有 |
| SLYG | SPDR SERIES TRUST | $34.65万 | 0.08% | 3,586 | 3,586 | — | $34.65万 | 新建仓 |
| IXUS | ISHARES TR | $34.61万 | 0.08% | 3,995 | 465 | 13.2% | $4.03万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $34.37万 | 0.08% | 6,742 | 1,159 | 20.8% | $5.91万 | 加仓 |
| HPQ | HP INC | $34.35万 | 0.08% | 17,879 | 17,879 | — | $34.35万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $33.67万 | 0.08% | 14,142 | -16,219 | -53.4% | -$38.62万 | 减仓 |
| CMI | CUMMINS INC | $32.73万 | 0.08% | 608 | 3 | 0.5% | $1,615 | 加仓 |
| NEM | NEWMONT CORP | $32.69万 | 0.08% | 3,020 | 195 | 6.9% | $2.11万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $32.67万 | 0.08% | 10,835 | 10,835 | — | $32.67万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $32.36万 | 0.08% | 762 | -162 | -17.5% | -$6.88万 | 减仓 |
| XAR | SPDR SERIES TRUST | $32.30万 | 0.08% | 1,272 | 86 | 7.3% | $2.18万 | 加仓 |
| GIS | GENERAL MILLS INC | $32.27万 | 0.08% | 8,670 | 8,670 | — | $32.27万 | 新建仓 |
| IWN | ISHARES TR | $32.22万 | 0.08% | 1,700 | -812 | -32.3% | -$15.39万 | 减仓 |
| KHC | KRAFT HEINZ CO | $32.21万 | 0.08% | 14,320 | 14,320 | — | $32.21万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $31.47万 | 0.07% | 6,299 | 6,299 | — | $31.47万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $31.35万 | 0.07% | 3,789 | 483 | 14.6% | $4.00万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $31.30万 | 0.07% | 2,390 | 15 | 0.6% | $1,964 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $31.21万 | 0.07% | 6,407 | -375 | -5.5% | -$1.83万 | 减仓 |
| CGON | CG ONCOLOGY INC | $31.13万 | 0.07% | 4,600 | 4,600 | — | $31.13万 | 新建仓 |
| TMFC | RBB FD INC | $30.79万 | 0.07% | 4,667 | 694 | 17.5% | $4.58万 | 加仓 |
| CCJ | CAMECO CORP | $30.73万 | 0.07% | 2,829 | -921 | -24.6% | -$10.00万 | 减仓 |
| SO | SOUTHERN CO | $30.54万 | 0.07% | 3,164 | -119 | -3.6% | -$1.15万 | 减仓 |
| ESGU | ISHARES TR | $29.92万 | 0.07% | 2,116 | -17 | -0.8% | -$2,404 | 减仓 |
| DRS | LEONARDO DRS INC | $29.63万 | 0.07% | 6,655 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $29.58万 | 0.07% | 639 | -15 | -2.3% | -$6,943 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $28.71万 | 0.07% | 5,235 | -550 | -9.5% | -$3.02万 | 减仓 |
| COPX | GLOBAL X FDS | $28.67万 | 0.07% | 3,755 | 3,755 | — | $28.67万 | 新建仓 |
| SM | SM ENERGY COMPANY | $28.49万 | 0.07% | 9,139 | 9,139 | — | $28.49万 | 新建仓 |
| IGF | ISHARES TR | $28.40万 | 0.07% | 4,239 | 4,239 | — | $28.40万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $28.09万 | 0.07% | 1,219 | 150 | 14.0% | $3.46万 | 加仓 |
| T | AT&T INC | $28.00万 | 0.07% | 9,657 | -2,904 | -23.1% | -$8.42万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $26.98万 | 0.06% | 15,579 | 15,579 | — | $26.98万 | 新建仓 |
| DIVB | ISHARES TR | $26.89万 | 0.06% | 4,985 | 4,985 | — | $26.89万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $26.55万 | 0.06% | 2,712 | -706 | -20.7% | -$6.91万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $25.95万 | 0.06% | 14,621 | 14,621 | — | $25.95万 | 新建仓 |
| HYG | ISHARES TR | $25.72万 | 0.06% | 3,233 | 558 | 20.9% | $4.44万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $25.56万 | 0.06% | 7,094 | 1,168 | 19.7% | $4.21万 | 加仓 |
| TMUS | T-MOBILE US INC | $25.54万 | 0.06% | 1,216 | 14 | 1.2% | $2,940 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $25.48万 | 0.06% | 2,023 | -130 | -6.0% | -$1.64万 | 减仓 |
| VDE | VANGUARD WORLD FD | $25.23万 | 0.06% | 1,458 | -376 | -20.5% | -$6.51万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $25.18万 | 0.06% | 5,353 | 80 | 1.5% | $3,762 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $25.16万 | 0.06% | 6,372 | 6,372 | — | $25.16万 | 新建仓 |
| PWR | QUANTA SVCS INC | $25.15万 | 0.06% | 458 | 458 | — | $25.15万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $25.00万 | 0.06% | 1,270 | 130 | 11.4% | $2.56万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $24.88万 | 0.06% | 1,209 | -35 | -2.8% | -$7,203 | 减仓 |
| SMMU | PIMCO ETF TR | $24.79万 | 0.06% | 4,913 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $24.62万 | 0.06% | 10,096 | -4,041 | -28.6% | -$9.86万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $24.31万 | 0.06% | 6,190 | 6,190 | — | $24.31万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $24.18万 | 0.06% | 3,370 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.15万 | 0.06% | 553 | -96 | -14.8% | -$4.19万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $24.14万 | 0.06% | 1,637 | -36 | -2.2% | -$5,308 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $24.10万 | 0.06% | 797 | -77 | -8.8% | -$2.33万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $24.09万 | 0.06% | 1,140 | -209 | -15.5% | -$4.42万 | 减仓 |
| RKLB | ROCKET LAB CORP | $23.98万 | 0.06% | 3,734 | -181 | -4.6% | -$1.16万 | 减仓 |
| AEE | AMEREN CORP | $23.75万 | 0.06% | 2,161 | 54 | 2.6% | $5,936 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $23.45万 | 0.06% | 14,117 | -3,115 | -18.1% | -$5.17万 | 减仓 |
| NET | CLOUDFLARE INC | $23.15万 | 0.05% | 1,122 | -55 | -4.7% | -$1.13万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $23.08万 | 0.05% | 2,322 | 112 | 5.1% | $1.11万 | 加仓 |
| BAC | BANK AMERICA CORP | $23.02万 | 0.05% | 4,721 | 156 | 3.4% | $7,606 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $22.93万 | 0.05% | 671 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $22.92万 | 0.05% | 4,912 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $22.86万 | 0.05% | 1,516 | -22 | -1.4% | -$3,318 | 减仓 |
| EFV | ISHARES TR | $22.81万 | 0.05% | 3,068 | 211 | 7.4% | $1.57万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $22.77万 | 0.05% | 674 | 674 | — | $22.77万 | 新建仓 |
| — | AMPLIFY ETF TR | $22.68万 | 0.05% | 3,286 | 3,286 | — | $22.68万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $22.68万 | 0.05% | 2,053 | -210 | -9.3% | -$2.32万 | 减仓 |
| IJT | ISHARES TR | $22.64万 | 0.05% | 1,565 | 1 | 0.1% | $145 | 加仓 |
| BIL | SPDR SERIES TRUST | $22.62万 | 0.05% | 2,468 | 13 | 0.5% | $1,191 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $22.48万 | 0.05% | 5,047 | 5,047 | — | $22.48万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $22.48万 | 0.05% | 5,770 | -1,495 | -20.6% | -$5.82万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.46万 | 0.05% | 1,104 | 84 | 8.2% | $1.71万 | 加仓 |
| — | GLOBAL X FDS | $22.21万 | 0.05% | 5,813 | 5,813 | — | $22.21万 | 新建仓 |
| EME | EMCOR GROUP INC | $21.93万 | 0.05% | 297 | 297 | — | $21.93万 | 新建仓 |
| QINT | AMERICAN CENTY ETF TR | $21.90万 | 0.05% | 3,346 | 3,346 | — | $21.90万 | 新建仓 |
| MS | MORGAN STANLEY | $21.74万 | 0.05% | 1,321 | 33 | 2.6% | $5,431 | 加仓 |