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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $1,841.82万 | 4.33% | 240,635 | 81,992 | 51.7% | $627.57万 | 加仓 |
| BILS | SPDR SERIES TRUST | $962.01万 | 2.26% | 96,743 | 32,214 | 49.9% | $320.34万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $904.19万 | 2.12% | 78,687 | 2,408 | 3.2% | $27.67万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $831.90万 | 1.95% | 121,836 | 2,478 | 2.1% | $16.92万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $774.19万 | 1.82% | 153,700 | -42,298 | -21.6% | -$213.05万 | 减仓 |
| USFR | WISDOMTREE TR | $689.57万 | 1.62% | 136,982 | 63 | 0.0% | $3,171 | 加仓 |
| VBR | VANGUARD INDEX FDS | $668.64万 | 1.57% | 30,778 | -9,652 | -23.9% | -$209.69万 | 减仓 |
| AAPL | APPLE INC | $667.05万 | 1.57% | 26,284 | -439 | -1.6% | -$11.14万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $664.45万 | 1.56% | 145,554 | 22,903 | 18.7% | $104.55万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $649.70万 | 1.53% | 132,781 | 17,805 | 15.5% | $87.12万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $641.88万 | 1.51% | 36,805 | -203 | -0.5% | -$3.54万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $612.69万 | 1.44% | 134,597 | -42,817 | -24.1% | -$194.90万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $607.24万 | 1.43% | 151,093 | 9,122 | 6.4% | $36.66万 | 加仓 |
| IMFL | INVESCO EXCH TRD SLF IDX FD | $601.18万 | 1.41% | 190,008 | 7,688 | 4.2% | $24.32万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $598.50万 | 1.41% | 25,187 | 68 | 0.3% | $1.62万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $587.47万 | 1.38% | 106,128 | 91,168 | 609.4% | $504.66万 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $567.72万 | 1.33% | 139,114 | 10,727 | 8.4% | $43.78万 | 加仓 |
| IWF | ISHARES TR | $545.37万 | 1.28% | 12,790 | -204 | -1.6% | -$8.70万 | 减仓 |
| GOOGL | ALPHABET INC | $530.99万 | 1.25% | 18,465 | -778 | -4.0% | -$22.37万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $500.00万 | 1.17% | 195,159 | -3,316 | -1.7% | -$8.50万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $487.74万 | 1.15% | 179,646 | 20,985 | 13.2% | $56.97万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $457.30万 | 1.07% | 184,617 | 2,397 | 1.3% | $5.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $451.34万 | 1.06% | 72,272 | 72,272 | — | $451.34万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $445.83万 | 1.05% | 178,084 | -4,944 | -2.7% | -$12.38万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $441.46万 | 1.04% | 88,081 | 46,936 | 114.1% | $235.24万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $437.05万 | 1.03% | 86,034 | 11,292 | 15.1% | $57.36万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $420.37万 | 0.99% | 89,765 | -5,936 | -6.2% | -$27.80万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $412.75万 | 0.97% | 6,347 | -94 | -1.5% | -$6.11万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $406.66万 | 0.96% | 104,647 | 2,495 | 2.4% | $9.70万 | 加仓 |
| MSFT | MICROSOFT CORP | $394.58万 | 0.93% | 10,659 | -183 | -1.7% | -$6.77万 | 减仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $388.14万 | 0.91% | 29,573 | 27,262 | 1,179.7% | $357.81万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $369.07万 | 0.87% | 140,438 | 19,833 | 16.4% | $52.12万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $359.07万 | 0.84% | 5 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $348.82万 | 0.82% | 11,858 | 161 | 1.4% | $4.74万 | 加仓 |
| AMZN | AMAZON COM INC | $325.82万 | 0.77% | 15,644 | 345 | 2.3% | $7.19万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $325.81万 | 0.77% | 6,799 | -140 | -2.0% | -$6.71万 | 减仓 |
| CAT | CATERPILLAR INC | $323.42万 | 0.76% | 4,565 | 182 | 4.2% | $12.89万 | 加仓 |
| GLD | SPDR GOLD TR | $323.28万 | 0.76% | 7,513 | -327 | -4.2% | -$14.07万 | 减仓 |
| IVV | ISHARES TR | $316.34万 | 0.74% | 4,843 | 17 | 0.4% | $1.11万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $302.24万 | 0.71% | 110,996 | 488 | 0.4% | $1.33万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $297.82万 | 0.70% | 44,604 | 8,206 | 22.5% | $54.79万 | 加仓 |
| WMT | WALMART INC | $287.03万 | 0.67% | 23,095 | -252 | -1.1% | -$3.13万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $283.30万 | 0.67% | 111,054 | 111,054 | — | $283.30万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $278.42万 | 0.65% | 65,449 | -1,195 | -1.8% | -$5.08万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $258.53万 | 0.61% | 45,692 | -1,487 | -3.2% | -$8.41万 | 减仓 |
| DES | WISDOMTREE TR | $256.00万 | 0.60% | 71,231 | 36,385 | 104.4% | $130.77万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $250.76万 | 0.59% | 7,817 | 201 | 2.6% | $6.45万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $248.81万 | 0.58% | 42,014 | -12,959 | -23.6% | -$76.74万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $248.41万 | 0.58% | 100,206 | 16,798 | 20.1% | $41.64万 | 加仓 |
| — | VANECK ETF TRUST | $243.89万 | 0.57% | 113,437 | 19,240 | 20.4% | $41.37万 | 加仓 |
| QQQ | INVESCO QQQ TR | $241.78万 | 0.57% | 4,189 | -82 | -1.9% | -$4.73万 | 减仓 |
| MLN | VANECK ETF TRUST | $240.93万 | 0.57% | 138,150 | 21,015 | 17.9% | $36.65万 | 加仓 |
| TFLO | ISHARES TR | $233.70万 | 0.55% | 46,158 | 3,668 | 8.6% | $18.57万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $212.96万 | 0.50% | 17,345 | 260 | 1.5% | $3.19万 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $209.95万 | 0.49% | 49,716 | -12,384 | -19.9% | -$52.30万 | 减仓 |
| ENB | ENBRIDGE INC | $207.81万 | 0.49% | 38,384 | 4 | 0.0% | $217 | 加仓 |
| IWP | ISHARES TR | $204.25万 | 0.48% | 15,942 | -667 | -4.0% | -$8.55万 | 减仓 |
| NFLT | ETFIS SER TR I | $202.76万 | 0.48% | 89,127 | 13,979 | 18.6% | $31.80万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $200.41万 | 0.47% | 7,998 | -4,029 | -33.5% | -$100.96万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $190.66万 | 0.45% | 117,910 | 2,424 | 2.1% | $3.92万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $185.12万 | 0.43% | 18,817 | -12,928 | -40.7% | -$127.19万 | 减仓 |
| D | DOMINION ENERGY INC | $184.48万 | 0.43% | 29,841 | 357 | 1.2% | $2.21万 | 加仓 |
| JOET | VIRTUS ETF TR II | $182.93万 | 0.43% | 45,698 | -1,699 | -3.6% | -$6.80万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $182.21万 | 0.43% | 28,434 | -1,931 | -6.4% | -$12.37万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $180.98万 | 0.43% | 53,278 | 1,330 | 2.6% | $4.52万 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $179.33万 | 0.42% | 38,479 | -3,608 | -8.6% | -$16.81万 | 减仓 |
| ANGL | VANECK ETF TRUST | $176.25万 | 0.41% | 61,369 | -2,279 | -3.6% | -$6.55万 | 减仓 |
| INTC | INTEL CORP | $173.13万 | 0.41% | 39,233 | -11,122 | -22.1% | -$49.08万 | 减仓 |
| CVX | CHEVRON CORPORATION | $164.32万 | 0.39% | 7,942 | 300 | 3.9% | $6.21万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $160.97万 | 0.38% | 14,531 | -206 | -1.4% | -$2.28万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $157.94万 | 0.37% | 19,600 | 8,655 | 79.1% | $69.74万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $152.59万 | 0.36% | 20,294 | 6,482 | 46.9% | $48.74万 | 加仓 |
| OKE | ONEOK INC NEW | $150.23万 | 0.35% | 16,620 | 45 | 0.3% | $4,068 | 加仓 |
| TSLA | TESLA INC | $148.89万 | 0.35% | 4,005 | -289 | -6.7% | -$10.74万 | 减仓 |
| ABBV | ABBVIE INC | $148.28万 | 0.35% | 6,818 | 159 | 2.4% | $3.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $144.16万 | 0.34% | 10,847 | 43 | 0.4% | $5,715 | 加仓 |
| QUAL | ISHARES TR | $142.40万 | 0.33% | 7,424 | -2,249 | -23.3% | -$43.14万 | 减仓 |
| CB | CHUBB LTD SWITZ | $142.20万 | 0.33% | 4,363 | 116 | 2.7% | $3.78万 | 加仓 |
| IEFA | ISHARES TR | $141.70万 | 0.33% | 15,652 | 8,107 | 107.4% | $73.39万 | 加仓 |
| IAU | ISHARES GOLD TR | $130.30万 | 0.31% | 14,780 | -760 | -4.9% | -$6.70万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $127.29万 | 0.30% | 13,579 | 6,325 | 87.2% | $59.29万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $123.29万 | 0.29% | 12,346 | 7,708 | 166.2% | $76.97万 | 加仓 |
| IUSG | ISHARES TR | $123.27万 | 0.29% | 7,947 | 4,188 | 111.4% | $64.96万 | 加仓 |
| LONZ | PIMCO ETF TR | $122.88万 | 0.29% | 24,885 | 2,137 | 9.4% | $10.55万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $122.02万 | 0.29% | 24,110 | 4,243 | 21.4% | $21.47万 | 加仓 |
| SHOP | SHOPIFY INC | $119.78万 | 0.28% | 10,098 | 5,160 | 104.5% | $61.21万 | 加仓 |
| NOBL | PROSHARES TR | $117.93万 | 0.28% | 11,124 | 542 | 5.1% | $5.75万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $117.06万 | 0.27% | 23,318 | -44,223 | -65.5% | -$222.00万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $116.58万 | 0.27% | 11,934 | 504 | 4.4% | $4.92万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $115.61万 | 0.27% | 42,380 | -100,863 | -70.4% | -$275.15万 | 减仓 |
| AMGN | AMGEN INC | $113.36万 | 0.27% | 3,222 | -5,269 | -62.1% | -$185.38万 | 减仓 |
| COWZ | PACER FDS TR | $112.62万 | 0.26% | 18,002 | 135 | 0.8% | $8,445 | 加仓 |
| LIN | LINDE PLC | $112.59万 | 0.26% | 2,271 | 35 | 1.6% | $1.74万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $112.57万 | 0.26% | 33,733 | -11,620 | -25.6% | -$38.78万 | 减仓 |
| — | EXXON MOBIL CORP | $110.65万 | 0.26% | 6,522 | 78 | 1.2% | $1.32万 | 加仓 |
| TUSI | TOUCHSTONE ETF TRUST | $110.32万 | 0.26% | 43,569 | -180 | -0.4% | -$4,558 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $108.48万 | 0.25% | 3,210 | 1,922 | 149.2% | $64.95万 | 加仓 |
| ALL | ALLSTATE CORP | $107.17万 | 0.25% | 5,169 | 76 | 1.5% | $1.58万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $106.01万 | 0.25% | 36,391 | 5,091 | 16.3% | $14.83万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $105.14万 | 0.25% | 25,934 | 12,730 | 96.4% | $51.61万 | 加仓 |