Clarity Financial LLC
Houston TX · SEC CIK 0001862145
$11.77亿2026Q2 申报市值
132持仓数
48.2%前十大占比 · 第一大 9.4%
24 / 11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
MBB 加仓+$5,779.38万
VRT 新建仓+$2,434.64万
AVGO 加仓+$2,274.75万
RTX 加仓+$1,879.66万
MSFT 加仓+$1,825.15万
2026Q2 卖出最多 按季末市值估算
IEI 减仓-$4,510.83万
PANW 减仓-$3,607.27万
BRK/B 减仓-$2,954.48万
DUK 减仓-$1,912.19万
CRM 清仓-$975.03万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -52,233 | -100.0% | -$975.03万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -88,465 | -100.0% | -$924.90万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -63,192 | -100.0% | -$505.85万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -3,838 | -100.0% | -$76.39万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -16,934 | -100.0% | -$23.86万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -2,244 | -100.0% | -$22.98万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,377 | -100.0% | -$22.85万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,344 | -100.0% | -$20.87万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -486 | -100.0% | -$20.67万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -660 | -100.0% | -$20.51万 | 清仓 |
| CB | CHUBB LTD SWITZ | $0 | 0.00% | 0 | -618 | -100.0% | -$20.14万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $1.70万 | 0.00% | 100 | 100 | — | $1.70万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.00万 | 0.00% | 100 | 100 | — | $2.00万 | 新建仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.00% | 100 | 100 | — | $2.38万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.30万 | 0.01% | 12,255 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.01万 | 0.02% | 3,255 | 3,255 | — | $20.01万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $20.37万 | 0.02% | 120 | 120 | — | $20.37万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.43万 | 0.02% | 1,302 | 1,302 | — | $20.43万 | 新建仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $20.49万 | 0.02% | 10,030 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20.58万 | 0.02% | 9,205 | -321 | -3.4% | -$7,177 | 减仓 |
| TSLA | TESLA INC | $20.67万 | 0.02% | 491 | 491 | — | $20.67万 | 新建仓 |
| MS | MORGAN STANLEY | $21.35万 | 0.02% | 1,021 | 1,021 | — | $21.35万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.37万 | 0.02% | 836 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $21.44万 | 0.02% | 9,770 | 9,770 | — | $21.44万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $21.70万 | 0.02% | 4,525 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $22.15万 | 0.02% | 1,917 | 1,917 | — | $22.15万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $22.27万 | 0.02% | 2,764 | 2,764 | — | $22.27万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $22.31万 | 0.02% | 1,252 | -248 | -16.5% | -$4.42万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.90万 | 0.02% | 1,023 | 2 | 0.2% | $448 | 加仓 |
| CSCO | CISCO SYS INC | $23.86万 | 0.02% | 2,031 | 2,031 | — | $23.86万 | 新建仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $23.86万 | 0.02% | 3,700 | 3,700 | — | $23.86万 | 新建仓 |
| EFV | ISHARES TR | $24.08万 | 0.02% | 3,146 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $25.68万 | 0.02% | 728 | 24 | 3.4% | $8,464 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $26.46万 | 0.02% | 4,982 | -221 | -4.2% | -$1.17万 | 减仓 |
| DMLP | DORCHESTER MINERALS L P | $26.71万 | 0.02% | 10,580 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.85万 | 0.02% | 3,304 | 151 | 4.8% | $1.23万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $26.97万 | 0.02% | 14,291 | -1,257 | -8.1% | -$2.37万 | 减仓 |
| USMV | ISHARES TR | $27.43万 | 0.02% | 2,843 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $27.47万 | 0.02% | 2,503 | 1 | 0.0% | $110 | 加仓 |
| PSA | PUBLIC STORAGE | $27.93万 | 0.02% | 878 | -47 | -5.1% | -$1.50万 | 减仓 |
| MGV | VANGUARD WORLD FD | $28.60万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $30.15万 | 0.03% | 1,344 | 1 | 0.1% | $224 | 加仓 |
| AFL | AFLAC INC | $30.89万 | 0.03% | 2,634 | -122 | -4.4% | -$1.43万 | 减仓 |
| DKL | DELEK LOGISTICS PARTNERS LP | $30.92万 | 0.03% | 6,000 | 6,000 | — | $30.92万 | 新建仓 |
| SHV | ISHARES TR | $30.98万 | 0.03% | 2,807 | -1 | -0.0% | -$110 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $31.64万 | 0.03% | 34,508 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $31.96万 | 0.03% | 4,486 | 752 | 20.1% | $5.36万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $32.07万 | 0.03% | 646 | 1 | 0.2% | $496 | 加仓 |
| IGM | ISHARES TR | $33.50万 | 0.03% | 2,048 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $33.85万 | 0.03% | 1,591 | 430 | 37.0% | $9.15万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $36.21万 | 0.03% | 9,000 | 9,000 | — | $36.21万 | 新建仓 |
| — | PROSHARES TR | $37.49万 | 0.03% | 2,416 | -150 | -5.8% | -$2.33万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $38.05万 | 0.03% | 1,602 | -84 | -5.0% | -$2.00万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $38.10万 | 0.03% | 12,945 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $38.19万 | 0.03% | 12,658 | 587 | 4.9% | $1.77万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $38.50万 | 0.03% | 10,473 | -1,055 | -9.2% | -$3.88万 | 减仓 |
| ETN | EATON CORP PLC | $38.94万 | 0.03% | 914 | 23 | 2.6% | $9,798 | 加仓 |
| EDV | VANGUARD WORLD FD | $39.71万 | 0.03% | 6,101 | -1,849 | -23.3% | -$12.03万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $42.27万 | 0.04% | 3,933 | -120 | -3.0% | -$1.29万 | 减仓 |
| SLB | SLB LIMITED | $42.97万 | 0.04% | 9,242 | -3,996 | -30.2% | -$18.58万 | 减仓 |
| QUAL | ISHARES TR | $43.30万 | 0.04% | 1,973 | 50 | 2.6% | $1.10万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $44.09万 | 0.04% | 3,006 | -561 | -15.7% | -$8.23万 | 减仓 |
| MMM | 3M CO | $45.46万 | 0.04% | 2,808 | 26 | 0.9% | $4,209 | 加仓 |
| V | VISA INC | $45.66万 | 0.04% | 1,331 | -85 | -6.0% | -$2.92万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $46.82万 | 0.04% | 2,588 | -13 | -0.5% | -$2,352 | 减仓 |
| KLAC | KLA CORP | $47.14万 | 0.04% | 1,562 | 2 | 0.1% | $604 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $48.73万 | 0.04% | 1,020 | -27 | -2.6% | -$1.29万 | 减仓 |
| IAU | ISHARES GOLD TR | $51.32万 | 0.04% | 6,796 | 328 | 5.1% | $2.48万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.57万 | 0.04% | 2,070 | -108 | -5.0% | -$2.74万 | 减仓 |
| IWD | ISHARES TR | $53.55万 | 0.05% | 2,209 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 看跌期权 | $57.48万 | 0.05% | 3,400 | 3,400 | — | $57.48万 | 新建仓 |
| TIP | ISHARES TR | $57.86万 | 0.05% | 5,288 | 720 | 15.8% | $7.88万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $58.38万 | 0.05% | 2,467 | -326 | -11.7% | -$7.71万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $59.76万 | 0.05% | 1,752 | -105,752 | -98.4% | -$3,607.27万 | 减仓 |
| CVX | CHEVRON CORPORATION | $60.71万 | 0.05% | 3,663 | -1,086 | -22.9% | -$18.00万 | 减仓 |
| SGOV | ISHARES TR | $65.12万 | 0.06% | 6,468 | -219 | -3.3% | -$2.20万 | 减仓 |
| PSX | PHILLIPS 66 | $65.26万 | 0.06% | 3,861 | 3,861 | — | $65.26万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $67.97万 | 0.06% | 990 | 235 | 31.1% | $16.13万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $68.83万 | 0.06% | 2,247 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $70.55万 | 0.06% | 1,214 | -465 | -27.7% | -$27.02万 | 减仓 |
| AEHR | AEHR TEST SYS | $73.28万 | 0.06% | 7,629 | -103 | -1.3% | -$9,894 | 减仓 |
| EFA | ISHARES TR | $80.63万 | 0.07% | 7,762 | 48 | 0.6% | $4,986 | 加仓 |
| CBRE | CBRE GROUP INC | $82.99万 | 0.07% | 6,162 | 32 | 0.5% | $4,310 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $84.07万 | 0.07% | 6,642 | -151,068 | -95.8% | -$1,912.19万 | 减仓 |
| GOOGL | ALPHABET INC | $85.76万 | 0.07% | 2,400 | -810 | -25.2% | -$28.94万 | 减仓 |
| MO | ALTRIA GROUP INC | $89.38万 | 0.08% | 12,422 | 49 | 0.4% | $3,526 | 加仓 |
| META | META PLATFORMS INC | $96.28万 | 0.08% | 1,709 | 65 | 4.0% | $3.66万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.19万 | 0.08% | 1,982 | -59,037 | -96.8% | -$2,954.48万 | 减仓 |
| PWR | QUANTA SVCS INC | $103.07万 | 0.09% | 1,431 | 13 | 0.9% | $9,363 | 加仓 |
| VUG | VANGUARD INDEX FDS | $104.61万 | 0.09% | 12,144 | 648 | 5.6% | $5.58万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $114.41万 | 0.10% | 6,735 | 2 | 0.0% | $340 | 加仓 |
| IJH | ISHARES TR | $115.48万 | 0.10% | 14,976 | 600 | 4.2% | $4.63万 | 加仓 |
| IVV | ISHARES TR | $126.26万 | 0.11% | 1,686 | -64 | -3.7% | -$4.79万 | 减仓 |
| SMH | VANECK ETF TRUST | $126.44万 | 0.11% | 1,928 | -1 | -0.1% | -$656 | 减仓 |
| IEF | ISHARES TR | $142.67万 | 0.12% | 15,086 | 584 | 4.0% | $5.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $156.38万 | 0.13% | 4,226 | 101 | 2.4% | $3.74万 | 加仓 |
| AGG | ISHARES TR | $179.65万 | 0.15% | 18,151 | -102 | -0.6% | -$1.01万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $188.16万 | 0.16% | 11,907 | 46 | 0.4% | $7,269 | 加仓 |
| MAIN | MAIN STR CAP CORP | $190.05万 | 0.16% | 36,632 | 36,632 | — | $190.05万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $202.40万 | 0.17% | 2,710 | -300 | -10.0% | -$22.41万 | 减仓 |