Clarity Financial LLC
Houston TX · SEC CIK 0001862145
$9.19亿2026Q1 申报市值
118持仓数
47.7%前十大占比 · 第一大 11.9%
14 / 13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
MBB 新建仓+$5,322.65万
AAPL 加仓+$2,383.99万
MSFT 加仓+$1,030.93万
CRM 新建仓+$975.03万
NOW 重新持有+$742.79万
2026Q1 卖出最多 按季末市值估算
IEI 减仓-$5,191.63万
META 减仓-$3,877.97万
MO 减仓-$2,197.47万
KMI 减仓-$1,966.20万
NLY 减仓-$1,852.04万
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 |
|---|---|---|---|---|---|---|---|---|
| CRM | SALESFORCE INC | $975.03万 | 1.06% | 52,233 | 52,233 | — | $975.03万 | 新建仓 |
| RTX | RTX CORPORATION | $1,185.43万 | 1.29% | 61,453 | -2,866 | -4.5% | -$55.29万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $1,229.97万 | 1.34% | 112,862 | -1,728 | -1.5% | -$18.83万 | 减仓 |
| TLT | ISHARES TR | $1,242.93万 | 1.35% | 143,376 | 7,153 | 5.3% | $62.01万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,250.65万 | 1.36% | 85,305 | -1,483 | -1.7% | -$21.74万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,318.58万 | 1.43% | 160,842 | -36,688 | -18.6% | -$300.77万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,532.30万 | 1.67% | 456,993 | -586,399 | -56.2% | -$1,966.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,558.74万 | 1.70% | 52,989 | -45,860 | -46.4% | -$1,349.03万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,678.14万 | 1.83% | 151,375 | -1,965 | -1.3% | -$21.78万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,723.50万 | 1.87% | 107,504 | -23,125 | -17.7% | -$370.74万 | 减仓 |
| BLK | BLACKROCK INC | $1,770.22万 | 1.93% | 18,407 | -4,439 | -19.4% | -$426.90万 | 减仓 |
| WMT | WALMART INC | $1,872.31万 | 2.04% | 150,653 | -31,047 | -17.1% | -$385.85万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,935.29万 | 2.11% | 385,515 | -85,612 | -18.2% | -$429.77万 | 减仓 |
| — | EXXON MOBIL CORP | $1,954.18万 | 2.13% | 115,182 | -16,629 | -12.6% | -$282.13万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,985.95万 | 2.16% | 402,258 | -61,495 | -13.3% | -$303.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,065.05万 | 2.25% | 157,710 | -33,428 | -17.5% | -$437.71万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,113.47万 | 2.30% | 144,481 | -33,990 | -19.0% | -$497.21万 | 减仓 |
| SHY | ISHARES TR | $2,164.88万 | 2.35% | 262,188 | 10,699 | 4.3% | $88.34万 | 加仓 |
| MGK | VANGUARD WORLD FD | $2,303.73万 | 2.51% | 62,697 | -9,277 | -12.9% | -$340.87万 | 减仓 |
| GEV | GE VERNOVA INC | $2,545.47万 | 2.77% | 29,161 | -5,631 | -16.2% | -$491.53万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $2,624.94万 | 2.86% | 197,512 | -12,415 | -5.9% | -$165.00万 | 减仓 |
| AAPL | APPLE INC | $2,810.46万 | 3.06% | 110,740 | 93,936 | 559.0% | $2,383.99万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,924.03万 | 3.18% | 61,019 | -17,196 | -22.0% | -$824.03万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,939.10万 | 3.20% | 168,526 | -3,463 | -2.0% | -$60.39万 | 减仓 |
| LLY | ELI LILLY & CO | $3,184.79万 | 3.46% | 34,626 | 755 | 2.2% | $69.44万 | 加仓 |
| AMZN | AMAZON COM INC | $3,354.85万 | 3.65% | 161,082 | 3,464 | 2.2% | $72.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,624.21万 | 3.94% | 36,372 | 127 | 0.4% | $12.65万 | 加仓 |
| GOOG | ALPHABET INC | $3,797.91万 | 4.13% | 132,396 | -3,017 | -2.2% | -$86.55万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,835.09万 | 4.17% | 103,603 | 27,850 | 36.8% | $1,030.93万 | 加仓 |
| ABBV | ABBVIE INC | $3,973.01万 | 4.32% | 182,676 | 691 | 0.4% | $15.03万 | 加仓 |
| MBB | ISHARES TR | $5,322.65万 | 5.79% | 560,574 | 560,574 | — | $5,322.65万 | 新建仓 |
| IEI | ISHARES TR | $1.09亿 | 11.88% | 920,520 | -437,743 | -32.2% | -$5,191.63万 | 减仓 |