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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $1.09亿 | 11.88% | 920,520 | -437,743 | -32.2% | -$5,191.63万 | 减仓 |
| MBB | ISHARES TR | $5,322.65万 | 5.79% | 560,574 | 560,574 | — | $5,322.65万 | 新建仓 |
| ABBV | ABBVIE INC | $3,973.01万 | 4.32% | 182,676 | 691 | 0.4% | $15.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,835.09万 | 4.17% | 103,603 | 27,850 | 36.8% | $1,030.93万 | 加仓 |
| GOOG | ALPHABET INC | $3,797.91万 | 4.13% | 132,396 | -3,017 | -2.2% | -$86.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $3,624.21万 | 3.94% | 36,372 | 127 | 0.4% | $12.65万 | 加仓 |
| AMZN | AMAZON COM INC | $3,354.85万 | 3.65% | 161,082 | 3,464 | 2.2% | $72.14万 | 加仓 |
| LLY | ELI LILLY & CO | $3,184.79万 | 3.46% | 34,626 | 755 | 2.2% | $69.44万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,939.10万 | 3.20% | 168,526 | -3,463 | -2.0% | -$60.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,924.03万 | 3.18% | 61,019 | -17,196 | -22.0% | -$824.03万 | 减仓 |
| AAPL | APPLE INC | $2,810.46万 | 3.06% | 110,740 | 93,936 | 559.0% | $2,383.99万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,624.94万 | 2.86% | 197,512 | -12,415 | -5.9% | -$165.00万 | 减仓 |
| GEV | GE VERNOVA INC | $2,545.47万 | 2.77% | 29,161 | -5,631 | -16.2% | -$491.53万 | 减仓 |
| MGK | VANGUARD WORLD FD | $2,303.73万 | 2.51% | 62,697 | -9,277 | -12.9% | -$340.87万 | 减仓 |
| SHY | ISHARES TR | $2,164.88万 | 2.35% | 262,188 | 10,699 | 4.3% | $88.34万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,113.47万 | 2.30% | 144,481 | -33,990 | -19.0% | -$497.21万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $2,065.05万 | 2.25% | 157,710 | -33,428 | -17.5% | -$437.71万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $1,985.95万 | 2.16% | 402,258 | -61,495 | -13.3% | -$303.60万 | 减仓 |
| — | EXXON MOBIL CORP | $1,954.18万 | 2.13% | 115,182 | -16,629 | -12.6% | -$282.13万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,935.29万 | 2.11% | 385,515 | -85,612 | -18.2% | -$429.77万 | 减仓 |
| WMT | WALMART INC | $1,872.31万 | 2.04% | 150,653 | -31,047 | -17.1% | -$385.85万 | 减仓 |
| BLK | BLACKROCK INC | $1,770.22万 | 1.93% | 18,407 | -4,439 | -19.4% | -$426.90万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,723.50万 | 1.87% | 107,504 | -23,125 | -17.7% | -$370.74万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,678.14万 | 1.83% | 151,375 | -1,965 | -1.3% | -$21.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,558.74万 | 1.70% | 52,989 | -45,860 | -46.4% | -$1,349.03万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,532.30万 | 1.67% | 456,993 | -586,399 | -56.2% | -$1,966.20万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $1,318.58万 | 1.43% | 160,842 | -36,688 | -18.6% | -$300.77万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,250.65万 | 1.36% | 85,305 | -1,483 | -1.7% | -$21.74万 | 减仓 |
| TLT | ISHARES TR | $1,242.93万 | 1.35% | 143,376 | 7,153 | 5.3% | $62.01万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,229.97万 | 1.34% | 112,862 | -1,728 | -1.5% | -$18.83万 | 减仓 |
| RTX | RTX CORPORATION | $1,185.43万 | 1.29% | 61,453 | -2,866 | -4.5% | -$55.29万 | 减仓 |
| CRM | SALESFORCE INC | $975.03万 | 1.06% | 52,233 | 52,233 | — | $975.03万 | 新建仓 |
| NOW | SERVICENOW INC | $924.90万 | 1.01% | 88,465 | 71,047 | 407.9% | $742.79万 | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $842.82万 | 0.92% | 183,660 | -4,431 | -2.4% | -$20.33万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $768.29万 | 0.84% | 47,504 | -14,889 | -23.9% | -$240.80万 | 减仓 |
| IGV | ISHARES TR | $505.85万 | 0.55% | 63,192 | 63,192 | — | $505.85万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $337.44万 | 0.37% | 44,086 | -1,777 | -3.9% | -$13.60万 | 减仓 |
| AMLP | ALPS ETF TR | $283.71万 | 0.31% | 53,897 | -61,812 | -53.4% | -$325.38万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $279.47万 | 0.30% | 55,928 | -823 | -1.5% | -$4.11万 | 减仓 |
| BIL | SPDR SERIES TRUST | $253.59万 | 0.28% | 27,673 | -14,974 | -35.1% | -$137.22万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $195.73万 | 0.21% | 3,010 | 282 | 10.3% | $18.34万 | 加仓 |
| AGG | ISHARES TR | $181.19万 | 0.20% | 18,253 | -686 | -3.6% | -$6.81万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $175.66万 | 0.19% | 11,861 | -732 | -5.8% | -$10.84万 | 减仓 |
| IEF | ISHARES TR | $138.41万 | 0.15% | 14,502 | 186 | 1.3% | $1.78万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $132.35万 | 0.14% | 4,125 | 1,199 | 41.0% | $38.47万 | 加仓 |
| IVV | ISHARES TR | $114.31万 | 0.12% | 1,750 | 64 | 3.8% | $4.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $98.26万 | 0.11% | 4,749 | -241 | -4.8% | -$4.99万 | 减仓 |
| IJH | ISHARES TR | $97.08万 | 0.11% | 14,376 | 113 | 0.8% | $7,631 | 加仓 |
| META | META PLATFORMS INC | $94.03万 | 0.10% | 1,644 | -67,801 | -97.6% | -$3,877.97万 | 减仓 |
| GOOGL | ALPHABET INC | $92.31万 | 0.10% | 3,210 | -190 | -5.6% | -$5.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $83.69万 | 0.09% | 1,916 | -43 | -2.2% | -$1.88万 | 减仓 |
| CBRE | CBRE GROUP INC | $83.04万 | 0.09% | 6,130 | -1,871 | -23.4% | -$25.34万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $82.67万 | 0.09% | 6,733 | -360 | -5.1% | -$4.42万 | 减仓 |
| MO | ALTRIA GROUP INC | $81.65万 | 0.09% | 12,373 | -333,013 | -96.4% | -$2,197.47万 | 减仓 |
| PWR | QUANTA SVCS INC | $77.85万 | 0.08% | 1,418 | -114 | -7.4% | -$6.26万 | 减仓 |
| AVGO | BROADCOM INC | $76.96万 | 0.08% | 2,486 | -1,852 | -42.7% | -$57.33万 | 减仓 |
| BA | BOEING CO | $76.39万 | 0.08% | 3,838 | 16 | 0.4% | $3,184 | 加仓 |
| EFA | ISHARES TR | $74.93万 | 0.08% | 7,714 | 18 | 0.2% | $1,748 | 加仓 |
| SMH | VANECK ETF TRUST | $73.95万 | 0.08% | 1,929 | -352 | -15.4% | -$13.49万 | 减仓 |
| SLB | SLB LIMITED | $68.03万 | 0.07% | 13,238 | 2,814 | 27.0% | $14.46万 | 加仓 |
| SGOV | ISHARES TR | $67.31万 | 0.07% | 6,687 | 1,473 | 28.3% | $14.83万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $66.12万 | 0.07% | 3,370 | 3,370 | — | $66.12万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.08万 | 0.07% | 2,793 | -144 | -4.9% | -$3.10万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $57.83万 | 0.06% | 2,247 | 2,247 | — | $57.83万 | 新建仓 |
| IAU | ISHARES GOLD TR | $57.02万 | 0.06% | 6,468 | -2,960 | -31.4% | -$26.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $53.24万 | 0.06% | 2,178 | 12 | 0.6% | $2,933 | 加仓 |
| EDV | VANGUARD WORLD FD | $51.64万 | 0.06% | 7,950 | 3,000 | 60.6% | $19.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $51.53万 | 0.06% | 3,567 | -2,488 | -41.1% | -$35.94万 | 减仓 |
| TIP | ISHARES TR | $50.41万 | 0.05% | 4,568 | 322 | 7.6% | $3.55万 | 加仓 |
| IWD | ISHARES TR | $47.20万 | 0.05% | 2,209 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $45.11万 | 0.05% | 755 | 243 | 47.5% | $14.52万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $43.62万 | 0.05% | 11,528 | 1,056 | 10.1% | $4.00万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $43.00万 | 0.05% | 2,601 | 6 | 0.2% | $992 | 加仓 |
| V | VISA INC | $42.79万 | 0.05% | 1,416 | -50,643 | -97.3% | -$1,530.51万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $42.78万 | 0.05% | 12,071 | 548 | 4.8% | $1.94万 | 加仓 |
| MMM | 3M CO | $40.41万 | 0.04% | 2,782 | 163 | 6.2% | $2.37万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $39.88万 | 0.04% | 4,053 | 4,053 | — | $39.88万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $37.92万 | 0.04% | 15,548 | -3,683 | -19.2% | -$8.98万 | 减仓 |
| QUAL | ISHARES TR | $36.89万 | 0.04% | 1,923 | 190 | 11.0% | $3.64万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $35.63万 | 0.04% | 1,686 | 54 | 3.3% | $1.14万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.39万 | 0.04% | 1,047 | 1,047 | — | $35.39万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.15万 | 0.04% | 1,679 | -1,764 | -51.2% | -$35.88万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $33.19万 | 0.04% | 12,945 | -935 | -6.7% | -$2.40万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $31.87万 | 0.03% | 5,203 | -1,645 | -24.0% | -$10.08万 | 减仓 |
| ETN | EATON CORP PLC | $31.87万 | 0.03% | 891 | -93 | -9.5% | -$3.33万 | 减仓 |
| BHK | BLACKROCK CORE BD TR | $31.61万 | 0.03% | 34,508 | -5,500 | -13.7% | -$5.04万 | 减仓 |
| SHV | ISHARES TR | $31.00万 | 0.03% | 2,808 | -88 | -3.0% | -$9,715 | 减仓 |
| AFL | AFLAC INC | $30.24万 | 0.03% | 2,756 | 118 | 4.5% | $1.29万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $28.80万 | 0.03% | 645 | 0 | 0.0% | — | 不变 |
| DMLP | DORCHESTER MINERALS L P | $28.67万 | 0.03% | 10,580 | 60 | 0.6% | $1,626 | 加仓 |
| AEHR | AEHR TEST SYS | $28.67万 | 0.03% | 7,732 | 108 | 1.4% | $4,005 | 重新持有 |
| DOV | DOVER CORP | $27.99万 | 0.03% | 1,343 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $26.37万 | 0.03% | 2,843 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $25.37万 | 0.03% | 1,750 | 1,750 | — | $25.37万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $25.26万 | 0.03% | 60 | 60 | — | $25.26万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $25.06万 | 0.03% | 925 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $24.27万 | 0.03% | 2,048 | 100 | 5.1% | $1.19万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $24.14万 | 0.03% | 2,502 | 2 | 0.1% | $193 | 加仓 |
| KO | COCA COLA CO | $23.98万 | 0.03% | 3,153 | 169 | 5.7% | $1.29万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $23.93万 | 0.03% | 3,734 | 0 | 0.0% | — | 不变 |