Clarity Wealth Development LLC
Corvallis OR · SEC CIK 0002048774
$1.23亿2026Q1 申报市值
44持仓数
78.1%前十大占比 · 第一大 19.8%
2 / 1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
SCHR 加仓+$142.97万
VTI 加仓+$133.33万
DIMENSIONAL ETF 加仓+$94.66万
VEA 加仓+$50.26万
DFEM 加仓+$46.04万
2026Q1 卖出最多 按季末市值估算
REET 清仓-$51.16万
SPTI 减仓-$10.25万
VIG 减仓-$6.47万
SLYV 减仓-$5.52万
AVEM 减仓-$4.42万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| REET | ISHARES TR | $0 | 0.00% | 0 | -20,506 | -100.0% | -$51.16万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $20.16万 | 0.16% | 1,013 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.41万 | 0.17% | 1,262 | 1,262 | — | $21.41万 | 新建仓 |
| MUB | ISHARES TR | $22.75万 | 0.19% | 2,143 | -27 | -1.2% | -$2,866 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $23.79万 | 0.19% | 4,507 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $24.32万 | 0.20% | 557 | -17 | -3.0% | -$7,424 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.36万 | 0.20% | 403 | 403 | — | $24.36万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.25万 | 0.21% | 527 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.01万 | 0.21% | 2,800 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.81万 | 0.30% | 1,280 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $38.10万 | 0.31% | 660 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $39.76万 | 0.32% | 2,753 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $41.17万 | 0.34% | 4,527 | -37 | -0.8% | -$3,365 | 减仓 |
| NULV | NUSHARES ETF TR | $42.07万 | 0.34% | 9,246 | -345 | -3.6% | -$1.57万 | 减仓 |
| V | VISA INC | $43.69万 | 0.36% | 1,445 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $48.31万 | 0.39% | 740 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $49.60万 | 0.40% | 993 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $52.41万 | 0.43% | 5,430 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $53.85万 | 0.44% | 2,383 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $56.47万 | 0.46% | 5,971 | -584 | -8.9% | -$5.52万 | 减仓 |
| GOOG | ALPHABET INC | $57.00万 | 0.47% | 1,987 | -134 | -6.3% | -$3.84万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $64.89万 | 0.53% | 3,017 | -301 | -9.1% | -$6.47万 | 减仓 |
| NKE | NIKE INC | $66.35万 | 0.54% | 12,562 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $67.28万 | 0.55% | 675 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $68.90万 | 0.56% | 6,900 | -367 | -5.1% | -$3.66万 | 减仓 |
| VCEB | VANGUARD WORLD FD | $92.61万 | 0.76% | 14,739 | 454 | 3.2% | $2.85万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $108.86万 | 0.89% | 13,510 | -549 | -3.9% | -$4.42万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $109.83万 | 0.90% | 15,489 | -372 | -2.3% | -$2.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $130.67万 | 1.07% | 3,530 | -100 | -2.8% | -$3.70万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $143.89万 | 1.17% | 18,152 | 342 | 1.9% | $2.71万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $164.26万 | 1.34% | 57,314 | -3,577 | -5.9% | -$10.25万 | 减仓 |
| MUNI | PIMCO ETF TR | $204.53万 | 1.67% | 39,189 | 696 | 1.8% | $3.63万 | 加仓 |
| NUEM | NUSHARES ETF TR | $213.08万 | 1.74% | 58,000 | -618 | -1.1% | -$2.27万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $215.02万 | 1.76% | 25,984 | 665 | 2.6% | $5.50万 | 加仓 |
| AAPL | APPLE INC | $290.64万 | 2.37% | 11,452 | -40 | -0.3% | -$1.02万 | 减仓 |
| NUSC | NUSHARES ETF TR | $321.19万 | 2.62% | 71,281 | 557 | 0.8% | $2.51万 | 加仓 |
| SUSB | ISHARES TR | $325.35万 | 2.66% | 129,802 | 2,625 | 2.1% | $6.58万 | 加仓 |
| NUDM | NUSHARES ETF TR | $401.04万 | 3.27% | 111,062 | -427 | -0.4% | -$1.54万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $473.80万 | 3.87% | 178,255 | 7,014 | 4.1% | $18.64万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $596.10万 | 4.87% | 151,141 | 5,121 | 3.5% | $20.20万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $820.13万 | 6.69% | 237,375 | 13,327 | 5.9% | $46.04万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,106.43万 | 9.03% | 444,172 | 57,395 | 14.8% | $142.97万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,414.59万 | 11.55% | 220,754 | 7,844 | 3.7% | $50.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,683.26万 | 13.74% | 480,383 | 27,016 | 6.0% | $94.66万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,421.18万 | 19.76% | 75,471 | 4,156 | 5.8% | $133.33万 | 加仓 |