Clearview Wealth Management LLC
IRVINE CA · SEC CIK 0001857588
$1.56亿2026Q2 申报市值
62持仓数
64.9%前十大占比 · 第一大 23.3%
3 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMAT 新建仓+$34.85万
GOOGL 新建仓+$20.26万
JOET 新建仓+$20.05万
IQLT 加仓+$9.67万
CGGR 加仓+$4.00万
2026Q2 卖出最多 按季末市值估算
JAAA 减仓-$185.50万
SPHQ 减仓-$48.10万
MTUM 减仓-$34.49万
TMDX 清仓-$23.12万
SPYM 减仓-$18.21万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -2,326 | -100.0% | -$23.12万 | 清仓 |
| — | T3 DEFENSE INC | $7,003 | 0.00% | 40,952 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $1.01万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $1.04万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $7.90万 | 0.05% | 12,103 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $14.29万 | 0.09% | 10,813 | -5,541 | -33.9% | -$7.33万 | 减仓 |
| JOET | VIRTUS ETF TR II | $20.05万 | 0.13% | 4,331 | 4,331 | — | $20.05万 | 新建仓 |
| GOOGL | ALPHABET INC | $20.26万 | 0.13% | 567 | 567 | — | $20.26万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $22.21万 | 0.14% | 2,500 | 0 | 0.0% | — | 不变 |
| NUBD | NUSHARES ETF TR | $22.24万 | 0.14% | 10,047 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $27.43万 | 0.18% | 3,850 | 0 | 0.0% | — | 不变 |
| NUDM | NUSHARES ETF TR | $33.14万 | 0.21% | 8,280 | -125 | -1.5% | -$5,003 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $33.68万 | 0.22% | 11,496 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $34.85万 | 0.22% | 482 | 482 | — | $34.85万 | 新建仓 |
| USMV | ISHARES TR | $36.44万 | 0.23% | 3,778 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $37.97万 | 0.24% | 7,149 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $38.52万 | 0.25% | 7,705 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $43.49万 | 0.28% | 1,151 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $46.54万 | 0.30% | 3,976 | 0 | 0.0% | — | 不变 |
| TIP | ISHARES TR | $50.46万 | 0.32% | 4,611 | -71 | -1.5% | -$7,770 | 减仓 |
| TSLA | TESLA INC | $52.81万 | 0.34% | 1,256 | -17 | -1.3% | -$7,147 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $56.85万 | 0.37% | 3,583 | 0 | 0.0% | — | 不变 |
| RODM | LATTICE STRATEGIES TR | $60.68万 | 0.39% | 15,015 | 0 | 0.0% | — | 不变 |
| SMLV | SPDR SERIES TRUST | $65.10万 | 0.42% | 4,137 | -102 | -2.4% | -$1.61万 | 减仓 |
| TAXF | AMERICAN CENTY ETF TR | $66.09万 | 0.42% | 13,001 | -93 | -0.7% | -$4,728 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $71.66万 | 0.46% | 13,840 | -1,186 | -7.9% | -$6.14万 | 减仓 |
| AOR | ISHARES TR | $74.43万 | 0.48% | 10,710 | 44 | 0.4% | $3,058 | 加仓 |
| VTV | VANGUARD INDEX FDS | $74.77万 | 0.48% | 3,431 | -313 | -8.4% | -$6.82万 | 减仓 |
| VV | VANGUARD INDEX FDS | $86.63万 | 0.56% | 2,519 | 60 | 2.4% | $2.06万 | 加仓 |
| IJH | ISHARES TR | $89.99万 | 0.58% | 11,670 | 0 | 0.0% | — | 不变 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $93.77万 | 0.60% | 25,031 | -412 | -1.6% | -$1.54万 | 减仓 |
| AOA | ISHARES TR | $96.78万 | 0.62% | 9,916 | -269 | -2.6% | -$2.63万 | 减仓 |
| ORCL | ORACLE CORP | $99.42万 | 0.64% | 6,784 | -10 | -0.1% | -$1,465 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.48万 | 0.65% | 2,028 | -1 | -0.0% | -$500 | 减仓 |
| AMZN | AMAZON COM INC | $102.22万 | 0.66% | 4,289 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $113.12万 | 0.73% | 3,297 | 18 | 0.5% | $6,176 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $120.91万 | 0.78% | 25,617 | 847 | 3.4% | $4.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $121.87万 | 0.78% | 3,267 | 8 | 0.2% | $2,984 | 加仓 |
| IJR | ISHARES TR | $131.62万 | 0.85% | 8,875 | -113 | -1.3% | -$1.68万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $138.42万 | 0.89% | 27,366 | 9 | 0.0% | $455 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $142.72万 | 0.92% | 32,414 | -618 | -1.9% | -$2.72万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $147.50万 | 0.95% | 7,371 | -80 | -1.1% | -$1.60万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $158.87万 | 1.02% | 20,103 | 4 | 0.0% | $316 | 加仓 |
| VO | VANGUARD INDEX FDS | $206.77万 | 1.33% | 25,664 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $213.05万 | 1.37% | 58,968 | -1,012 | -1.7% | -$3.66万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $217.66万 | 1.40% | 27,001 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $250.23万 | 1.61% | 8,648 | -9 | -0.1% | -$2,604 | 减仓 |
| GOOG | ALPHABET INC | $253.76万 | 1.63% | 7,182 | -38 | -0.5% | -$1.34万 | 减仓 |
| SDSI | AMERICAN CENTY ETF TR | $267.82万 | 1.72% | 52,155 | -2,433 | -4.5% | -$12.49万 | 减仓 |
| IEFA | ISHARES TR | $283.74万 | 1.82% | 29,379 | -156 | -0.5% | -$1.51万 | 减仓 |
| AGG | ISHARES TR | $297.64万 | 1.91% | 30,071 | -490 | -1.6% | -$4.85万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $321.77万 | 2.07% | 4,685 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $385.98万 | 2.48% | 20,259 | -388 | -1.9% | -$7.39万 | 减仓 |
| USEW | EA SERIES TRUST | $390.05万 | 2.51% | 69,865 | -2,228 | -3.1% | -$12.44万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $433.01万 | 2.78% | 91,449 | -1,495 | -1.6% | -$7.08万 | 减仓 |
| MTUM | ISHARES TR | $435.91万 | 2.80% | 12,715 | -1,006 | -7.3% | -$34.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $452.13万 | 2.91% | 6,055 | -52 | -0.9% | -$3.88万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $559.60万 | 3.60% | 123,015 | -1,692 | -1.4% | -$7.70万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $641.15万 | 4.12% | 72,958 | -2,072 | -2.8% | -$18.21万 | 减仓 |
| IQLT | ISHARES TR | $988.11万 | 6.35% | 199,418 | 1,951 | 1.0% | $9.67万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $1,123.03万 | 7.22% | 222,426 | -36,741 | -14.2% | -$185.50万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $1,446.97万 | 9.30% | 128,187 | -504 | -0.4% | -$5.69万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $3,630.93万 | 23.34% | 402,989 | -5,339 | -1.3% | -$48.10万 | 减仓 |