Clay Northam Wealth Management, LLC
HUNTINGTON BEACH CA · SEC CIK 0001915687
$2.03亿2026Q2 申报市值
109持仓数
55.7%前十大占比 · 第一大 8.5%
9 / 4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
SOXL 新建仓+$117.75万
MU 新建仓+$52.29万
MELI 加仓+$25.29万
HONA 新建仓+$23.59万
ETN 新建仓+$23.44万
2026Q2 卖出最多 按季末市值估算
RONB 清仓-$168.36万
GLD 减仓-$42.33万
CEF 清仓-$32.07万
SCHZ 减仓-$30.34万
STX 减仓-$27.41万
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 |
|---|---|---|---|---|---|---|---|---|
| COWZ | PACER FDS TR | $1,718.20万 | 8.45% | 276,239 | -642 | -0.2% | -$3.99万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,621.38万 | 7.98% | 479,132 | -4,766 | -1.0% | -$16.13万 | 减仓 |
| AAPL | APPLE INC | $1,482.50万 | 7.29% | 51,234 | -369 | -0.7% | -$10.68万 | 减仓 |
| GOOG | ALPHABET INC | $1,318.09万 | 6.48% | 37,305 | -9 | -0.0% | -$3,180 | 减仓 |
| AMZN | AMAZON COM INC | $1,259.49万 | 6.20% | 52,844 | 116 | 0.2% | $2.76万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,207.70万 | 5.94% | 380,858 | -5,362 | -1.4% | -$17.00万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $824.11万 | 4.05% | 43,256 | -89 | -0.2% | -$1.70万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $728.73万 | 3.58% | 36,420 | 502 | 1.4% | $10.04万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $626.39万 | 3.08% | 8,208 | -15 | -0.2% | -$1.14万 | 减仓 |
| MSFT | MICROSOFT CORP | $529.79万 | 2.61% | 14,203 | 330 | 2.4% | $12.31万 | 加仓 |
| TSLA | TESLA INC | $522.39万 | 2.57% | 12,420 | -66 | -0.5% | -$2.78万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $514.79万 | 2.53% | 222,565 | -13,117 | -5.6% | -$30.34万 | 减仓 |
| IJH | ISHARES TR | $445.16万 | 2.19% | 57,730 | 725 | 1.3% | $5.59万 | 加仓 |
| CALF | PACER FDS TR | $351.06万 | 1.73% | 69,365 | -2,455 | -3.4% | -$12.42万 | 减仓 |
| META | META PLATFORMS INC | $343.06万 | 1.69% | 6,090 | 15 | 0.2% | $8,450 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $337.79万 | 1.66% | 21,511 | -78 | -0.4% | -$1.22万 | 减仓 |
| GEM | GOLDMAN SACHS ETF TR | $335.49万 | 1.65% | 64,517 | 2,000 | 3.2% | $10.40万 | 加仓 |
| TLT | ISHARES TR | $246.08万 | 1.21% | 28,475 | -390 | -1.4% | -$3.37万 | 减仓 |
| OUSM | ALPS ETF TR | $219.87万 | 1.08% | 46,268 | -776 | -1.6% | -$3.69万 | 减仓 |
| GPIX | GOLDMAN SACHS ETF TR | $190.69万 | 0.94% | 34,315 | -350 | -1.0% | -$1.94万 | 减仓 |
| ALAB | ASTERA LABS INC | $186.11万 | 0.92% | 3,853 | -350 | -8.3% | -$16.91万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $176.06万 | 0.87% | 48,556 | 0 | 0.0% | — | 不变 |
| TMB | THORNBURG ETF TR | $170.86万 | 0.84% | 67,400 | 4,100 | 6.5% | $10.39万 | 加仓 |
| ARDX | ARDELYX INC | $170.40万 | 0.84% | 334,115 | 2,150 | 0.6% | $1.10万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $165.99万 | 0.82% | 36,370 | -1,000 | -2.7% | -$4.56万 | 减仓 |
| COWG | PACER FDS TR | $155.94万 | 0.77% | 38,843 | -6,430 | -14.2% | -$25.81万 | 减仓 |
| GOOGL | ALPHABET INC | $147.31万 | 0.72% | 4,122 | 12 | 0.3% | $4,288 | 加仓 |
| AMAT | APPLIED MATLS INC | $141.64万 | 0.70% | 1,959 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $123.22万 | 0.61% | 3,345 | -1,149 | -25.6% | -$42.33万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $122.50万 | 0.60% | 44,225 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $122.07万 | 0.60% | 1,265 | -284 | -18.3% | -$27.41万 | 减仓 |
| SOXL | DIREXION SHARES ETF TRUST | $117.75万 | 0.58% | 4,415 | 4,415 | — | $117.75万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $114.74万 | 0.56% | 676 | 149 | 28.3% | $25.29万 | 加仓 |
| QDPL | PACER FDS TR | $113.83万 | 0.56% | 25,256 | -200 | -0.8% | -$9,014 | 减仓 |
| QQQI | NEOS ETF TRUST | $111.41万 | 0.55% | 19,617 | 1,438 | 7.9% | $8.17万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $107.74万 | 0.53% | 9,235 | 178 | 2.0% | $2.08万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $107.04万 | 0.53% | 21,629 | -900 | -4.0% | -$4.45万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $106.93万 | 0.53% | 12,483 | -800 | -6.0% | -$6.85万 | 减仓 |
| SPYI | NEOS ETF TRUST | $100.04万 | 0.49% | 18,843 | 1,382 | 7.9% | $7.34万 | 加仓 |
| TXUE | THORNBURG ETF TR | $98.81万 | 0.49% | 28,625 | 4,600 | 19.1% | $15.88万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $95.77万 | 0.47% | 1,914 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $93.03万 | 0.46% | 8,214 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $88.53万 | 0.44% | 14,405 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $82.20万 | 0.40% | 2,455 | 205 | 9.1% | $6.86万 | 加仓 |
| XT | ISHARES TR | $81.92万 | 0.40% | 9,914 | 1 | 0.0% | $83 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $80.10万 | 0.39% | 2,447 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $74.86万 | 0.37% | 21,555 | -2,385 | -10.0% | -$8.28万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $73.53万 | 0.36% | 19,320 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $72.52万 | 0.36% | 681 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $66.18万 | 0.33% | 5,796 | -385 | -6.2% | -$4.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.27万 | 0.31% | 1,072 | 9 | 0.8% | $5,228 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $60.78万 | 0.30% | 3,831 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $60.63万 | 0.30% | 13,065 | -500 | -3.7% | -$2.32万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $60.57万 | 0.30% | 20,916 | -605 | -2.8% | -$1.75万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $60.26万 | 0.30% | 11,240 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $59.66万 | 0.29% | 16,000 | -1,500 | -8.6% | -$5.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $52.29万 | 0.26% | 453 | 453 | — | $52.29万 | 新建仓 |
| ROKU | ROKU INC | $52.02万 | 0.26% | 3,766 | -25 | -0.7% | -$3,453 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $50.94万 | 0.25% | 11,100 | -100 | -0.9% | -$4,589 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $48.59万 | 0.24% | 11,515 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $48.37万 | 0.24% | 517 | 10 | 2.0% | $9,357 | 加仓 |
| IAU | ISHARES GOLD TR | $45.86万 | 0.23% | 6,074 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $45.41万 | 0.22% | 3,866 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $44.89万 | 0.22% | 4,677 | -160 | -3.3% | -$1.54万 | 减仓 |
| — | ALPS ETF TR | $43.94万 | 0.22% | 9,869 | -4,638 | -32.0% | -$20.65万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $42.94万 | 0.21% | 12,900 | -1,300 | -9.2% | -$4.33万 | 减仓 |
| TXN | TEXAS INSTRS INC | $41.01万 | 0.20% | 1,376 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $40.64万 | 0.20% | 4,630 | -33 | -0.7% | -$2,897 | 减仓 |
| TQQQ | PROSHARES TR | $39.93万 | 0.20% | 4,930 | -3,370 | -40.6% | -$27.30万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $39.25万 | 0.19% | 533 | 0 | 0.0% | — | 不变 |
| PMAR | INNOVATOR ETFS TRUST | $39.00万 | 0.19% | 8,165 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $38.24万 | 0.19% | 5,829 | 459 | 8.5% | $3.01万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $37.62万 | 0.19% | 4,125 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $37.22万 | 0.18% | 6,532 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $34.52万 | 0.17% | 14,300 | 0 | 0.0% | — | 不变 |
| PJUN | INNOVATOR ETFS TRUST | $32.55万 | 0.16% | 7,530 | 600 | 8.7% | $2.59万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $32.19万 | 0.16% | 431 | 8 | 1.9% | $5,974 | 加仓 |
| HD | HOME DEPOT INC | $31.88万 | 0.16% | 904 | 1 | 0.1% | $353 | 加仓 |
| LLY | ELI LILLY & CO | $31.78万 | 0.16% | 265 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $31.65万 | 0.16% | 1,462 | 0 | 0.0% | — | 不变 |
| — | INVESCO CALIF VALUE MUN INCO | $31.52万 | 0.16% | 29,211 | 145 | 0.5% | $1,565 | 加仓 |
| HR | HEALTHCARE RLTY TR | $31.43万 | 0.15% | 15,581 | -136 | -0.9% | -$2,743 | 减仓 |
| GSAT | GLOBALSTAR INC | $29.48万 | 0.15% | 3,626 | 0 | 0.0% | — | 不变 |
| PSEP | INNOVATOR ETFS TRUST | $29.47万 | 0.14% | 6,400 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.33万 | 0.14% | 4,108 | -2 | -0.0% | -$143 | 减仓 |
| — | EXXON MOBIL CORP | $28.33万 | 0.14% | 2,072 | -3 | -0.1% | -$410 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $27.09万 | 0.13% | 277 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $26.70万 | 0.13% | 3,637 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.64万 | 0.13% | 1,049 | 0 | 0.0% | — | 不变 |
| PJUL | INNOVATOR ETFS TRUST | $25.92万 | 0.13% | 5,310 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $24.92万 | 0.12% | 1,130 | -10 | -0.9% | -$2,205 | 减仓 |
| HON | HONEYWELL INTL INC | $23.89万 | 0.12% | 1,067 | -1,068 | -50.0% | -$23.91万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $23.59万 | 0.12% | 1,067 | 1,067 | — | $23.59万 | 新建仓 |
| ETN | EATON CORP PLC | $23.44万 | 0.12% | 550 | 550 | — | $23.44万 | 新建仓 |
| DXJ | WISDOMTREE TR | $23.43万 | 0.12% | 1,350 | 0 | 0.0% | — | 不变 |
| PFEB | INNOVATOR ETFS TRUST | $23.04万 | 0.11% | 5,350 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $22.57万 | 0.11% | 438 | 80 | 22.3% | $4.12万 | 重新持有 |
| WM | WASTE MGMT INC DEL | $22.29万 | 0.11% | 1,000 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $22.19万 | 0.11% | 5,242 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $22.13万 | 0.11% | 2,000 | 0 | 0.0% | — | 不变 |