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 |
|---|---|---|---|---|---|---|---|---|
| MELI | MERCADOLIBRE INC | $21.09万 | 0.05% | 122 | 6 | 5.2% | $1.04万 | 加仓 |
| — | TERNS PHARMACEUTICALS INC | $20.82万 | 0.05% | 3,950 | 3,950 | — | $20.82万 | 新建仓 |
| ECOW | PACER FDS TR | $20.60万 | 0.05% | 7,725 | 7,725 | — | $20.60万 | 新建仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $20.33万 | 0.05% | 10,139 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.10万 | 0.05% | 5,469 | 70 | 1.3% | $2,573 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $18.09万 | 0.04% | 12,500 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $16.74万 | 0.04% | 10,694 | 0 | 0.0% | — | 不变 |
| AES | AES CORP | $15.02万 | 0.04% | 10,663 | -831 | -7.2% | -$1.17万 | 减仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $12.71万 | 0.03% | 11,318 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $4.72万 | 0.01% | 27,000 | -2,935 | -9.8% | -$5,136 | 减仓 |
| OVID | OVID THERAPEUTICS INC | $4.66万 | 0.01% | 20,975 | -7,625 | -26.7% | -$1.69万 | 减仓 |
| 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 |