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 |
|---|---|---|---|---|---|---|---|---|
| VEEV | VEEVA SYS INC | $61.05万 | 0.11% | 3,440 | 3,440 | — | $61.05万 | 新建仓 |
| REMX | VANECK ETF TRUST | $59.80万 | 0.11% | 6,757 | -6,958 | -50.7% | -$61.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $59.55万 | 0.11% | 867 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $59.49万 | 0.11% | 3,212 | 1,221 | 61.3% | $22.61万 | 加仓 |
| WDAY | WORKDAY INC | $59.25万 | 0.11% | 4,840 | 4,840 | — | $59.25万 | 新建仓 |
| NRG | NRG ENERGY INC | $59.15万 | 0.11% | 4,050 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $58.90万 | 0.11% | 8,460 | 8,460 | — | $58.90万 | 新建仓 |
| HD | HOME DEPOT INC | $58.50万 | 0.11% | 1,659 | -593 | -26.3% | -$20.91万 | 减仓 |
| PL | PLANET LABS PBC | $58.31万 | 0.11% | 17,600 | 17,600 | — | $58.31万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $57.71万 | 0.11% | 500 | 500 | — | $57.71万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $56.21万 | 0.10% | 3,552 | 3,552 | — | $56.21万 | 新建仓 |
| MUB | ISHARES TR | $54.89万 | 0.10% | 5,100 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $54.53万 | 0.10% | 2,916 | -4,374 | -60.0% | -$81.80万 | 减仓 |
| CCJ | CAMECO CORP | $54.50万 | 0.10% | 5,350 | 0 | 0.0% | — | 不变 |
| ICOP | ISHARES TR | $54.16万 | 0.10% | 11,001 | 51 | 0.5% | $2,511 | 加仓 |
| ETN | EATON CORP PLC | $54.12万 | 0.10% | 1,270 | 1,270 | — | $54.12万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $53.83万 | 0.10% | 10,041 | 4,918 | 96.0% | $26.36万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $53.49万 | 0.10% | 6,020 | 10 | 0.2% | $889 | 加仓 |
| IBB | ISHARES TR | $52.50万 | 0.10% | 2,760 | -145 | -5.0% | -$2.76万 | 减仓 |
| QCOM | QUALCOMM INC | $52.05万 | 0.09% | 2,816 | 2,816 | — | $52.05万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $50.74万 | 0.09% | 16,000 | -1,500 | -8.6% | -$4.76万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $50.44万 | 0.09% | 13,722 | 42 | 0.3% | $1,544 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $50.12万 | 0.09% | 42,115 | 15 | 0.0% | $178 | 加仓 |
| AGG | ISHARES TR | $49.34万 | 0.09% | 4,985 | -724 | -12.7% | -$7.17万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $47.92万 | 0.09% | 14,744 | 185 | 1.3% | $6,013 | 加仓 |
| NXT | NEXTPOWER INC | $47.31万 | 0.09% | 3,971 | -3,969 | -50.0% | -$47.29万 | 减仓 |
| IWO | ISHARES TR | $47.20万 | 0.09% | 1,198 | -49 | -3.9% | -$1.93万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $46.53万 | 0.08% | 891 | 53 | 6.3% | $2.77万 | 加仓 |
| UL | UNILEVER PLC | $46.28万 | 0.08% | 7,698 | -443 | -5.4% | -$2.66万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $45.58万 | 0.08% | 22,709 | -3,360 | -12.9% | -$6.74万 | 减仓 |
| MCD | MCDONALDS CORP | $43.92万 | 0.08% | 1,625 | -343 | -17.4% | -$9.27万 | 减仓 |
| RKLB | ROCKET LAB CORP | $43.66万 | 0.08% | 4,295 | 10 | 0.2% | $1,017 | 加仓 |
| ADBE | ADOBE INC | $43.26万 | 0.08% | 2,110 | 2,110 | — | $43.26万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $42.72万 | 0.08% | 4,959 | 3 | 0.1% | $258 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $39.68万 | 0.07% | 2,193 | 111 | 5.3% | $2.01万 | 加仓 |
| MXL | MAXLINEAR INC | $39.05万 | 0.07% | 3,050 | 3,050 | — | $39.05万 | 新建仓 |
| PI | IMPINJ INC | $38.46万 | 0.07% | 2,685 | 2,685 | — | $38.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $38.35万 | 0.07% | 885 | 885 | — | $38.35万 | 新建仓 |
| CRWV | COREWEAVE INC | $37.78万 | 0.07% | 3,795 | -485 | -11.3% | -$4.83万 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $35.82万 | 0.07% | 4,311 | 4,311 | — | $35.82万 | 新建仓 |
| BLK | BLACKROCK INC | $35.34万 | 0.06% | 367 | 112 | 43.9% | $10.78万 | 加仓 |
| ABBV | ABBVIE INC | $35.17万 | 0.06% | 1,398 | 12 | 0.9% | $3,019 | 加仓 |
| MOAT | VANECK ETF TRUST | $34.60万 | 0.06% | 3,329 | -750 | -18.4% | -$7.80万 | 减仓 |
| CSCO | CISCO SYS INC | $34.54万 | 0.06% | 2,941 | -6 | -0.2% | -$705 | 减仓 |
| DOCU | DOCUSIGN INC | $34.53万 | 0.06% | 7,773 | 7,773 | — | $34.53万 | 新建仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $33.14万 | 0.06% | 12,428 | -1,000 | -7.4% | -$2.67万 | 减仓 |
| OEF | ISHARES TR | $32.75万 | 0.06% | 895 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $32.74万 | 0.06% | 2,548 | -185 | -6.8% | -$2.38万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $32.32万 | 0.06% | 1,352 | -1,323 | -49.5% | -$31.63万 | 减仓 |
| CGNX | COGNEX CORP | $31.21万 | 0.06% | 4,310 | 4,310 | — | $31.21万 | 新建仓 |
| IGV | ISHARES TR | $30.03万 | 0.05% | 3,315 | -2,360 | -41.6% | -$21.38万 | 减仓 |
| IJH | ISHARES TR | $29.49万 | 0.05% | 3,825 | -100 | -2.5% | -$7,711 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $28.65万 | 0.05% | 7,680 | 7,680 | — | $28.65万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $28.51万 | 0.05% | 1,944 | 26 | 1.4% | $3,814 | 加仓 |
| SMH | VANECK ETF TRUST | $27.55万 | 0.05% | 420 | -240 | -36.4% | -$15.74万 | 减仓 |
| DASH | DOORDASH INC | $27.13万 | 0.05% | 1,470 | 1,470 | — | $27.13万 | 新建仓 |
| YOU | CLEAR SECURE INC | $26.61万 | 0.05% | 4,775 | 4,775 | — | $26.61万 | 新建仓 |
| URI | UNITED RENTALS INC | $26.13万 | 0.05% | 231 | 231 | — | $26.13万 | 新建仓 |
| SO | SOUTHERN CO | $25.36万 | 0.05% | 2,650 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $23.33万 | 0.04% | 1,299 | 7 | 0.5% | $1,257 | 加仓 |
| IWP | ISHARES TR | $22.46万 | 0.04% | 1,534 | -30 | -1.9% | -$4,393 | 减仓 |
| GE | GE AEROSPACE | $22.42万 | 0.04% | 600 | 600 | — | $22.42万 | 新建仓 |
| AES | AES CORP | $21.99万 | 0.04% | 15,000 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $21.78万 | 0.04% | 3,250 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $21.22万 | 0.04% | 16,630 | 16,630 | — | $21.22万 | 新建仓 |
| IWM | ISHARES TR | $20.91万 | 0.04% | 696 | -223 | -24.3% | -$6.70万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $20.23万 | 0.04% | 4,000 | 4,000 | — | $20.23万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $17.45万 | 0.03% | 17,985 | 17,985 | — | $17.45万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $16.86万 | 0.03% | 29,068 | -79,888 | -73.3% | -$46.33万 | 减仓 |
| COMP | COMPASS INC | $14.43万 | 0.03% | 11,700 | -12,500 | -51.7% | -$15.41万 | 减仓 |
| — | ISHARES ETHEREUM TR | $12.97万 | 0.02% | 10,910 | -2,405 | -18.1% | -$2.86万 | 减仓 |
| — | GRAYSCALE SOLANA STAKING ETF | $10.73万 | 0.02% | 19,400 | 19,400 | — | $10.73万 | 新建仓 |
| BITO | PROSHARES TR | $9.30万 | 0.02% | 11,650 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $5.81万 | 0.01% | 100 | 100 | — | $5.81万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -17,968 | -100.0% | -$304.85万 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -4,586 | -100.0% | -$164.58万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -15,125 | -100.0% | -$158.13万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -6,908 | -100.0% | -$126.45万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -10,499 | -100.0% | -$101.19万 | 清仓 |
| BWXT | BWX TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,405 | -100.0% | -$90.08万 | 清仓 |
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -10,005 | -100.0% | -$81.76万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -10,050 | -100.0% | -$63.06万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -12,500 | -100.0% | -$57.25万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -35,905 | -100.0% | -$57.02万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -2,840 | -100.0% | -$48.62万 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -7,661 | -100.0% | -$47.36万 | 清仓 |
| ERO | ERO COPPER CORP | $0 | 0.00% | 0 | -17,500 | -100.0% | -$46.67万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -2,512 | -100.0% | -$43.22万 | 清仓 |
| UUUU | ENERGY FUELS INC | $0 | 0.00% | 0 | -22,860 | -100.0% | -$41.72万 | 清仓 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -34,165 | -100.0% | -$40.38万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -2,114 | -100.0% | -$36.91万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -5,800 | -100.0% | -$25.03万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -387 | -100.0% | -$23.40万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | -7,474 | -100.0% | -$22.66万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,926 | -100.0% | -$22.28万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -775 | -100.0% | -$21.64万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,079 | -100.0% | -$20.69万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -2,153 | -100.0% | -$20.37万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,400 | -100.0% | -$20.07万 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -29,500 | -100.0% | -$5.75万 | 清仓 |