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 |
|---|---|---|---|---|---|---|---|---|
| AFL | AFLAC INC | $30.89万 | 0.03% | 2,634 | -122 | -4.4% | -$1.43万 | 减仓 |
| DOV | DOVER CORP | $30.15万 | 0.03% | 1,344 | 1 | 0.1% | $224 | 加仓 |
| MGV | VANGUARD WORLD FD | $28.60万 | 0.02% | 1,750 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $27.93万 | 0.02% | 878 | -47 | -5.1% | -$1.50万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $27.47万 | 0.02% | 2,503 | 1 | 0.0% | $110 | 加仓 |
| USMV | ISHARES TR | $27.43万 | 0.02% | 2,843 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $26.97万 | 0.02% | 14,291 | -1,257 | -8.1% | -$2.37万 | 减仓 |
| KO | COCA COLA CO | $26.85万 | 0.02% | 3,304 | 151 | 4.8% | $1.23万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $26.71万 | 0.02% | 10,580 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $26.46万 | 0.02% | 4,982 | -221 | -4.2% | -$1.17万 | 减仓 |
| HD | HOME DEPOT INC | $25.68万 | 0.02% | 728 | 24 | 3.4% | $8,464 | 加仓 |
| EFV | ISHARES TR | $24.08万 | 0.02% | 3,146 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $23.86万 | 0.02% | 3,700 | 3,700 | — | $23.86万 | 新建仓 |
| CSCO | CISCO SYS INC | $23.86万 | 0.02% | 2,031 | 2,031 | — | $23.86万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $22.90万 | 0.02% | 1,023 | 2 | 0.2% | $448 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $22.31万 | 0.02% | 1,252 | -248 | -16.5% | -$4.42万 | 减仓 |
| VO | VANGUARD INDEX FDS | $22.27万 | 0.02% | 2,764 | 2,764 | — | $22.27万 | 新建仓 |
| XHB | SPDR SERIES TRUST | $22.15万 | 0.02% | 1,917 | 1,917 | — | $22.15万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $21.70万 | 0.02% | 4,525 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $21.44万 | 0.02% | 9,770 | 9,770 | — | $21.44万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.37万 | 0.02% | 836 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $21.35万 | 0.02% | 1,021 | 1,021 | — | $21.35万 | 新建仓 |
| TSLA | TESLA INC | $20.67万 | 0.02% | 491 | 491 | — | $20.67万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $20.58万 | 0.02% | 9,205 | -321 | -3.4% | -$7,177 | 减仓 |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | $20.49万 | 0.02% | 10,030 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $20.43万 | 0.02% | 1,302 | 1,302 | — | $20.43万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $20.37万 | 0.02% | 120 | 120 | — | $20.37万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $20.01万 | 0.02% | 3,255 | 3,255 | — | $20.01万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $11.30万 | 0.01% | 12,255 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.00% | 100 | 100 | — | $2.38万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.00万 | 0.00% | 100 | 100 | — | $2.00万 | 新建仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $1.70万 | 0.00% | 100 | 100 | — | $1.70万 | 新建仓 |
| 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 |