Clare Market Investments LLC
DALLAS TX · SEC CIK 0002054098
$5.48亿2026Q2 申报市值
174持仓数
56.2%前十大占比 · 第一大 12.6%
33 / 26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
DELL 新建仓+$260.82万
NVDA 加仓+$257.57万
ASML 加仓+$213.27万
INTC 加仓+$209.19万
PTON 加仓+$206.64万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$304.85万
ROK 清仓-$164.58万
ZS 减仓-$160.91万
NOW 清仓-$158.13万
AMD 减仓-$157.25万
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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $63.09万 | 0.12% | 7,450 | 0 | 0.0% | — | 不变 |
| KWEB | KRANESHARES TRUST | $63.31万 | 0.12% | 25,871 | 25,871 | — | $63.31万 | 新建仓 |
| SOXX | ISHARES TR | $63.44万 | 0.12% | 990 | 990 | — | $63.44万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $63.54万 | 0.12% | 1,237 | -1 | -0.1% | -$514 | 减仓 |
| ONDS | ONDAS INC | $64.09万 | 0.12% | 77,775 | -8,350 | -9.7% | -$6.88万 | 减仓 |
| IJR | ISHARES TR | $67.42万 | 0.12% | 4,546 | -35 | -0.8% | -$5,191 | 减仓 |
| CRM | SALESFORCE INC | $74.23万 | 0.14% | 4,738 | -731 | -13.4% | -$11.45万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.14% | 1 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $76.63万 | 0.14% | 3,000 | 1,250 | 71.4% | $31.93万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $78.05万 | 0.14% | 1,030 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $79.81万 | 0.15% | 68,100 | 68,100 | — | $79.81万 | 新建仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $80.97万 | 0.15% | 6,335 | -25 | -0.4% | -$3,195 | 减仓 |
| COPX | GLOBAL X FDS | $85.45万 | 0.16% | 11,102 | 2,015 | 22.2% | $15.51万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $86.28万 | 0.16% | 3,190 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $86.50万 | 0.16% | 4,930 | 0 | 0.0% | — | 不变 |
| WTTR | SELECT WATER SOLUTIONS INC | $88.57万 | 0.16% | 44,329 | -1,946 | -4.2% | -$3.89万 | 减仓 |
| OKE | ONEOK INC NEW | $88.68万 | 0.16% | 10,200 | -300 | -2.9% | -$2.61万 | 减仓 |
| HEI | HEICO CORP NEW | $89.05万 | 0.16% | 2,500 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $89.28万 | 0.16% | 9,355 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD SCOTTSDALE FDS | $91.11万 | 0.17% | 8,570 | -500 | -5.5% | -$5.32万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $92.50万 | 0.17% | 7,887 | 1,761 | 28.7% | $20.65万 | 加仓 |
| SHY | ISHARES TR | $94.46万 | 0.17% | 11,504 | 503 | 4.6% | $4.13万 | 加仓 |
| MDT | MEDTRONIC PLC | $96.04万 | 0.18% | 12,277 | -1,550 | -11.2% | -$12.13万 | 减仓 |
| ACWX | ISHARES TR | $97.65万 | 0.18% | 12,830 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $98.45万 | 0.18% | 5,168 | -511 | -9.0% | -$9.73万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $102.05万 | 0.19% | 5,725 | 350 | 6.5% | $6.24万 | 加仓 |
| ALB | ALBEMARLE CORP | $102.69万 | 0.19% | 7,605 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $102.96万 | 0.19% | 11,730 | -1,964 | -14.3% | -$17.24万 | 减仓 |
| IEMG | ISHARES INC | $105.22万 | 0.19% | 12,701 | -299 | -2.3% | -$2.48万 | 减仓 |
| SHOP | SHOPIFY INC | $106.76万 | 0.19% | 9,350 | -1,970 | -17.4% | -$22.49万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $107.98万 | 0.20% | 1,415 | -376 | -21.0% | -$28.69万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $110.06万 | 0.20% | 31,250 | 11,250 | 56.2% | $39.62万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $110.08万 | 0.20% | 6,938 | 3,572 | 106.1% | $56.67万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $111.56万 | 0.20% | 64,300 | 3,450 | 5.7% | $5.99万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $113.51万 | 0.21% | 4,275 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $113.61万 | 0.21% | 3,750 | 695 | 22.7% | $21.06万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $114.81万 | 0.21% | 18,256 | -375 | -2.0% | -$2.36万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $117.19万 | 0.21% | 3,500 | 3,500 | — | $117.19万 | 新建仓 |
| SNDK | SANDISK CORP | $120.28万 | 0.22% | 529 | 529 | — | $120.28万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $121.88万 | 0.22% | 1,205 | 43 | 3.7% | $4.35万 | 加仓 |
| VGT | VANGUARD WORLD FD | $128.62万 | 0.23% | 10,761 | 361 | 3.5% | $4.31万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $137.16万 | 0.25% | 3,300 | 120 | 3.8% | $4.99万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $140.27万 | 0.26% | 33,129 | 23,652 | 249.6% | $100.14万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $149.52万 | 0.27% | 24,800 | -500 | -2.0% | -$3.01万 | 减仓 |
| PSA | PUBLIC STORAGE | $152.17万 | 0.28% | 4,781 | -540 | -10.1% | -$17.19万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $152.73万 | 0.28% | 40,480 | 7,620 | 23.2% | $28.75万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $153.70万 | 0.28% | 4,656 | -80 | -1.7% | -$2.64万 | 减仓 |
| FNV | FRANCO NEV CORP | $154.14万 | 0.28% | 7,395 | -85 | -1.1% | -$1.77万 | 减仓 |
| ENB | ENBRIDGE INC | $154.49万 | 0.28% | 28,499 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $159.76万 | 0.29% | 21,825 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $165.75万 | 0.30% | 1,772 | 278 | 18.6% | $26.00万 | 加仓 |
| L | LOEWS CORP | $167.44万 | 0.31% | 14,790 | -200 | -1.3% | -$2.26万 | 减仓 |
| TSLA | TESLA INC | $169.92万 | 0.31% | 4,040 | 578 | 16.7% | $24.31万 | 加仓 |
| CVX | CHEVRON CORPORATION | $170.51万 | 0.31% | 10,286 | 7,086 | 221.4% | $117.46万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $173.51万 | 0.32% | 11,185 | -100 | -0.9% | -$1.55万 | 减仓 |
| WMT | WALMART INC | $173.70万 | 0.32% | 15,336 | 1,673 | 12.2% | $18.95万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $189.17万 | 0.35% | 6,727 | 6,727 | — | $189.17万 | 新建仓 |
| SLV | ISHARES SILVER TR | $194.99万 | 0.36% | 36,467 | -150 | -0.4% | -$8,020 | 减仓 |
| MCK | MCKESSON CORP | $199.48万 | 0.36% | 2,640 | -25 | -0.9% | -$1.89万 | 减仓 |
| ROG | ROGERS CORP | $201.80万 | 0.37% | 12,325 | 12,325 | — | $201.80万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $202.46万 | 0.37% | 5,091 | -459 | -8.3% | -$18.25万 | 减仓 |
| UNP | UNION PAC CORP | $227.20万 | 0.41% | 8,353 | 121 | 1.5% | $3.29万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $243.26万 | 0.44% | 53,652 | -23,021 | -30.0% | -$104.38万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $243.35万 | 0.44% | 73,100 | -12,665 | -14.8% | -$42.16万 | 减仓 |
| KO | COCA COLA CO | $249.12万 | 0.45% | 30,654 | -32 | -0.1% | -$2,601 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $260.82万 | 0.48% | 6,045 | 6,045 | — | $260.82万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $261.31万 | 0.48% | 442,150 | 349,650 | 378.0% | $206.64万 | 加仓 |
| ZS | ZSCALER INC | $271.53万 | 0.50% | 19,237 | -11,400 | -37.2% | -$160.91万 | 减仓 |
| ORCL | ORACLE CORP | $273.93万 | 0.50% | 18,692 | 3,728 | 24.9% | $54.63万 | 加仓 |
| CAT | CATERPILLAR INC | $281.67万 | 0.51% | 2,645 | -60 | -2.2% | -$6.39万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $322.42万 | 0.59% | 27,635 | -410 | -1.5% | -$4.78万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $353.15万 | 0.64% | 10,789 | -2,389 | -18.1% | -$78.20万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $371.45万 | 0.68% | 7,778 | -100 | -1.3% | -$4.78万 | 减仓 |
| COR | CENCORA INC | $390.23万 | 0.71% | 13,790 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $392.42万 | 0.72% | 23,100 | -160 | -0.7% | -$2.72万 | 减仓 |
| WM | WASTE MGMT INC DEL | $412.15万 | 0.75% | 18,492 | -1,315 | -6.6% | -$29.31万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $416.30万 | 0.76% | 41,514 | 1,775 | 4.5% | $17.80万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $441.99万 | 0.81% | 61,251 | -19,134 | -23.8% | -$138.07万 | 减仓 |
| AUR | AURORA INNOVATION INC | $461.45万 | 0.84% | 676,608 | 22,000 | 3.4% | $15.00万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $490.15万 | 0.89% | 14,373 | -876 | -5.7% | -$29.87万 | 减仓 |
| LLY | ELI LILLY & CO | $505.17万 | 0.92% | 4,212 | -3 | -0.1% | -$3,598 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $506.55万 | 0.92% | 8,720 | -2,707 | -23.7% | -$157.25万 | 减仓 |
| GLD | SPDR GOLD TR | $527.15万 | 0.96% | 14,310 | -1,370 | -8.7% | -$50.47万 | 减仓 |
| AMLP | ALPS ETF TR | $626.04万 | 1.14% | 120,740 | 5,449 | 4.7% | $28.25万 | 加仓 |
| AVGO | BROADCOM INC | $783.72万 | 1.43% | 20,747 | 2,402 | 13.1% | $90.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $795.12万 | 1.45% | 15,890 | -380 | -2.3% | -$19.01万 | 减仓 |
| ASML | ASML HLDG NV | $842.35万 | 1.54% | 4,234 | 1,072 | 33.9% | $213.27万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $884.61万 | 1.61% | 11,846 | 1,769 | 17.6% | $132.10万 | 加仓 |
| NFLX | NETFLIX INC. | $977.39万 | 1.78% | 136,890 | -6,125 | -4.3% | -$43.73万 | 减仓 |
| INTC | INTEL CORP | $1,155.86万 | 2.11% | 82,780 | 14,982 | 22.1% | $209.19万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,170.68万 | 2.14% | 15,897 | 1,612 | 11.3% | $118.71万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,330.69万 | 2.43% | 30,406 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $1,441.50万 | 2.63% | 25,713 | 2,799 | 12.2% | $156.91万 | 加仓 |
| META | META PLATFORMS INC | $1,669.13万 | 3.05% | 29,632 | -1,270 | -4.1% | -$71.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,917.97万 | 3.50% | 95,856 | 12,873 | 15.5% | $257.57万 | 加仓 |
| GOOGL | ALPHABET INC | $2,987.12万 | 5.45% | 83,586 | -504 | -0.6% | -$18.01万 | 减仓 |
| GOOG | ALPHABET INC | $3,647.38万 | 6.65% | 103,229 | 2,773 | 2.8% | $97.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,998.48万 | 7.30% | 107,192 | 3,315 | 3.2% | $123.66万 | 加仓 |
| AMZN | AMAZON COM INC | $5,707.56万 | 10.41% | 239,471 | 3,188 | 1.3% | $75.98万 | 加仓 |
| AAPL | APPLE INC | $6,919.45万 | 12.63% | 239,130 | 349 | 0.1% | $10.10万 | 加仓 |