13F 机构持仓

Clearview Wealth Management LLC

IRVINE CA · SEC CIK 0001857588

2026Q22026Q1 更早 9 个季度 🔒
$1.41亿2026Q1 申报市值
60持仓数
65.6%前十大占比 · 第一大 21.7%
0 / 0新建仓 / 清仓
申报市值走势$1.56亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SPHQ 21.7%
XMHQ 9.4%
JAAA 9.2%
IQLT 6.5%
SPYM 4.1%
FBND 4.0%
JBBB 3.1%
SPY 2.8%
USEW 2.5%
MTUM 2.3%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 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
SPHQ INVESCO EXCHANGE TRADED FD T $3,070.22万21.72%408,328 —— — —
XMHQ INVESCO EXCHANGE TRADED FD T $1,330.28万9.41%128,691 —— — —
JAAA JANUS DETROIT STR TR $1,305.42万9.23%259,167 —— — —
IQLT ISHARES TR $912.89万6.46%197,467 —— — —
SPYM SPDR SERIES TRUST $574.28万4.06%75,030 —— — —
FBND FIDELITY MERRIMACK STR TR $568.91万4.02%124,707 —— — —
JBBB JANUS DETROIT STR TR $433.17万3.06%92,944 —— — —
SPY STATE STR SPDR S&P 500 ETF T $397.18万2.81%6,107 —— — —
USEW EA SERIES TRUST $352.39万2.49%72,093 —— — —
MTUM ISHARES TR $329.29万2.33%13,721 —— — —
AGG ISHARES TR $303.38万2.15%30,561 —— — —
SDSI AMERICAN CENTY ETF TR $279.98万1.98%54,588 —— — —
VOO VANGUARD INDEX FDS $279.95万1.98%4,685 —— — —
XLK SELECT SECTOR SPDR TR $274.40万1.94%20,647 —— — —
IEFA ISHARES TR $267.38万1.89%29,535 —— — —
AAPL APPLE INC $219.70万1.55%8,657 —— — —
GOOG ALPHABET INC $207.11万1.46%7,220 —— — —
VO VANGUARD INDEX FDS $184.25万1.30%6,416 —— — —
SCHA SCHWAB STRATEGIC TR $174.42万1.23%59,980 —— — —
VCSH VANGUARD SCOTTSDALE FDS $159.32万1.13%20,099 —— — —
LOAR LOAR HOLDINGS INC $154.69万1.09%27,001 —— — —
VTEB VANGUARD MUN BD FDS $136.48万0.97%27,357 —— — —
XLRE SELECT SECTOR SPDR TR $134.87万0.95%33,032 —— — —
NVDA NVIDIA CORPORATION $129.95万0.92%7,451 —— — —
MSFT MICROSOFT CORP $120.62万0.85%3,259 —— — —
IJR ISHARES TR $111.73万0.79%8,988 —— — —
ORCL ORACLE CORP $99.95万0.71%6,794 —— — —
CGGR CAPITAL GROUP GROWTH ETF $99.55万0.70%24,770 —— — —
V VISA INC $99.10万0.70%3,279 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $97.23万0.69%2,029 —— — —
AOA ISHARES TR $90.13万0.64%10,185 —— — —
AMZN AMAZON COM INC $89.33万0.63%4,289 —— — —
CGNG CAPITAL GROUP NEW GEOGRAPHY $80.32万0.57%25,443 —— — —
IJH ISHARES TR $78.81万0.56%11,670 —— — —
VV VANGUARD INDEX FDS $73.49万0.52%2,459 —— — —
VTV VANGUARD INDEX FDS $73.46万0.52%3,744 —— — —
SPEM SPDR INDEX SHS FDS $70.49万0.50%15,026 —— — —
AOR ISHARES TR $68.64万0.49%10,666 —— — —
TAXF AMERICAN CENTY ETF TR $65.54万0.46%13,094 —— — —
RODM LATTICE STRATEGIES TR $59.19万0.42%15,015 —— — —
SMLV SPDR SERIES TRUST $58.11万0.41%4,239 —— — —
XLV SELECT SECTOR SPDR TR $52.53万0.37%3,583 —— — —
TIP ISHARES TR $51.67万0.37%4,682 —— — —
TSLA TESLA INC $47.32万0.33%1,273 —— — —
XLE SELECT SECTOR SPDR TR $43.79万0.31%7,149 —— — —
NULG NUSHARES ETF TR $36.16万0.26%3,976 —— — —
AVGO BROADCOM INC $35.63万0.25%1,151 —— — —
NULV NUSHARES ETF TR $35.06万0.25%7,705 —— — —
USMV ISHARES TR $35.04万0.25%3,778 —— — —
FREL FIDELITY COVINGTON TRUST $30.94万0.22%11,496 —— — —
NUDM NUSHARES ETF TR $30.35万0.21%8,405 —— — —
VEA VANGUARD TAX-MANAGED FDS $24.67万0.17%3,850 —— — —
TMDX TRANSMEDICS GROUP INC $23.12万0.16%2,326 —— — —
NUBD NUSHARES ETF TR $22.31万0.16%10,047 —— — —
PDO PIMCO DYNAMIC INCOME OPRNTS $21.15万0.15%16,354 —— — —
ASTS AST SPACEMOBILE INC $20.72万0.15%2,500 —— — —
— ALLSPRING GLOBAL DIVIDEND OP $7.06万0.05%12,103 —— — —
— T3 DEFENSE INC $2.94万0.02%40,952 —— — —
— REKOR SYSTEMS INC $1.23万0.01%15,000 —— — —
— HUMACYTE INC $7,8870.01%13,000 —— — —