Clarity Wealth Development LLC
Corvallis OR · SEC CIK 0002048774
$1.80亿2026Q2 申报市值
59持仓数
70.5%前十大占比 · 第一大 15.3%
16 / 3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
DFGX 新建仓+$1,178.48万
SCHO 新建仓+$814.08万
DFSU 新建仓+$728.44万
VCSH 加仓+$565.87万
VCIT 加仓+$411.07万
2026Q2 卖出最多 按季末市值估算
NUDM 减仓-$178.69万
NUSC 减仓-$161.69万
SPTI 减仓-$114.77万
AVEM 减仓-$99.79万
NUEM 减仓-$89.23万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $2,751.28万 | 15.27% | 74,351 | -1,120 | -1.5% | -$41.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,984.63万 | 11.02% | 511,635 | 31,252 | 6.5% | $121.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,553.98万 | 8.63% | 218,102 | -2,652 | -1.2% | -$18.90万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,238.85万 | 6.88% | 502,374 | 58,202 | 13.1% | $143.53万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $1,178.48万 | 6.54% | 219,887 | 219,887 | — | $1,178.48万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $1,067.16万 | 5.92% | 262,588 | 25,213 | 10.6% | $102.47万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $814.08万 | 4.52% | 337,232 | 337,232 | — | $814.08万 | 新建仓 |
| DFSU | DIMENSIONAL ETF TRUST | $728.44万 | 4.04% | 156,216 | 156,216 | — | $728.44万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $709.32万 | 3.94% | 89,754 | 71,602 | 394.5% | $565.87万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $675.10万 | 3.75% | 168,228 | 17,087 | 11.3% | $68.57万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $625.82万 | 3.47% | 75,720 | 49,736 | 191.4% | $411.07万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $548.72万 | 3.05% | 189,408 | 11,153 | 6.3% | $32.31万 | 加仓 |
| AAPL | APPLE INC | $376.33万 | 2.09% | 13,005 | 1,553 | 13.6% | $44.94万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $375.57万 | 2.08% | 72,072 | 72,072 | — | $375.57万 | 新建仓 |
| DFSI | DIMENSIONAL ETF TRUST | $334.59万 | 1.86% | 74,188 | 74,188 | — | $334.59万 | 新建仓 |
| SUSB | ISHARES TR | $330.85万 | 1.84% | 132,392 | 2,590 | 2.0% | $6.47万 | 加仓 |
| MUNI | PIMCO ETF TR | $280.66万 | 1.56% | 53,358 | 14,169 | 36.2% | $74.53万 | 加仓 |
| NUDM | NUSHARES ETF TR | $265.78万 | 1.48% | 66,412 | -44,650 | -40.2% | -$178.69万 | 减仓 |
| NUSC | NUSHARES ETF TR | $209.82万 | 1.16% | 40,258 | -31,023 | -43.5% | -$161.69万 | 减仓 |
| DFSE | DIMENSIONAL ETF TRUST | $164.37万 | 0.91% | 33,627 | 33,627 | — | $164.37万 | 新建仓 |
| NUEM | NUSHARES ETF TR | $156.90万 | 0.87% | 36,973 | -21,027 | -36.3% | -$89.23万 | 减仓 |
| MSFT | MICROSOFT CORP | $131.55万 | 0.73% | 3,527 | -3 | -0.1% | -$1,119 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $123.58万 | 0.69% | 15,082 | -407 | -2.6% | -$3.33万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $87.04万 | 0.48% | 13,868 | -871 | -5.9% | -$5.47万 | 减仓 |
| GOOG | ALPHABET INC | $70.52万 | 0.39% | 1,996 | 9 | 0.5% | $3,180 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $68.69万 | 0.38% | 734 | 59 | 8.7% | $5.52万 | 加仓 |
| INTC | INTEL CORP | $56.28万 | 0.31% | 4,030 | 4,030 | — | $56.28万 | 新建仓 |
| IVV | ISHARES TR | $53.96万 | 0.30% | 721 | -19 | -2.6% | -$1.42万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $53.72万 | 0.30% | 20,000 | 20,000 | — | $53.72万 | 新建仓 |
| NKE | NIKE INC | $52.41万 | 0.29% | 12,768 | 206 | 1.6% | $8,457 | 加仓 |
| SO | SOUTHERN CO | $51.65万 | 0.29% | 5,396 | -34 | -0.6% | -$3,254 | 减仓 |
| MA | MASTERCARD INCORPORATED | $50.63万 | 0.28% | 986 | -7 | -0.7% | -$3,594 | 减仓 |
| V | VISA INC | $49.76万 | 0.28% | 1,450 | 5 | 0.3% | $1,716 | 加仓 |
| SPTI | SPDR SERIES TRUST | $47.95万 | 0.27% | 16,888 | -40,426 | -70.5% | -$114.77万 | 减仓 |
| GOOGL | ALPHABET INC | $46.57万 | 0.26% | 1,303 | 23 | 1.8% | $8,220 | 加仓 |
| ENR | ENERGIZER HLDGS INC | $45.43万 | 0.25% | 21,190 | 21,190 | — | $45.43万 | 新建仓 |
| NULG | NUSHARES ETF TR | $43.89万 | 0.24% | 3,749 | -778 | -17.2% | -$9.11万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.15万 | 0.24% | 1,823 | -1,194 | -39.6% | -$28.26万 | 减仓 |
| QQQ | INVESCO QQQ TR | $41.25万 | 0.23% | 560 | -100 | -15.2% | -$7.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $40.40万 | 0.22% | 2,755 | 2 | 0.1% | $293 | 加仓 |
| NULV | NUSHARES ETF TR | $37.76万 | 0.21% | 7,554 | -1,692 | -18.3% | -$8.46万 | 减仓 |
| GIS | GENERAL MILLS INC | $32.76万 | 0.18% | 9,415 | 9,415 | — | $32.76万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.62万 | 0.17% | 612 | 85 | 16.1% | $4.25万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $30.57万 | 0.17% | 3,168 | -10,342 | -76.6% | -$99.79万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $28.09万 | 0.16% | 858 | 858 | — | $28.09万 | 新建仓 |
| CAT | CATERPILLAR INC | $28.08万 | 0.16% | 264 | 264 | — | $28.08万 | 新建仓 |
| POST | POST HLDGS INC | $26.48万 | 0.15% | 3,000 | 3,000 | — | $26.48万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $26.13万 | 0.15% | 3,034 | -308 | -9.2% | -$2.65万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $24.35万 | 0.14% | 4,507 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $24.05万 | 0.13% | 2,740 | -60 | -2.1% | -$5,266 | 减仓 |
| AMZN | AMAZON COM INC | $23.31万 | 0.13% | 978 | 978 | — | $23.31万 | 新建仓 |
| ABBV | ABBVIE INC | $23.30万 | 0.13% | 926 | -71 | -7.1% | -$1.79万 | 重新持有 |
| MUB | ISHARES TR | $22.59万 | 0.13% | 2,099 | -44 | -2.1% | -$4,735 | 减仓 |
| BA | BOEING CO | $22.36万 | 0.12% | 1,033 | 20 | 2.0% | $4,329 | 加仓 |
| NVDA | NVIDIA CORPORATION | $22.13万 | 0.12% | 1,106 | 1,106 | — | $22.13万 | 新建仓 |
| QCOM | QUALCOMM INC | $21.81万 | 0.12% | 1,180 | -29 | -2.4% | -$5,359 | 重新持有 |
| UNP | UNION PAC CORP | $21.64万 | 0.12% | 796 | 796 | — | $21.64万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $20.58万 | 0.11% | 404 | 1 | 0.2% | $509 | 加仓 |
| SLYV | SPDR SERIES TRUST | $20.15万 | 0.11% | 1,847 | -4,124 | -69.1% | -$45.00万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -6,900 | -100.0% | -$68.90万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -2,383 | -100.0% | -$53.85万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,262 | -100.0% | -$21.41万 | 清仓 |