Clarion Wealth Managment Partners, LLC
FAIRFAX VA · SEC CIK 0002081211
$1.10亿2026Q1 申报市值
84持仓数
52.9%前十大占比 · 第一大 11.1%
4 / 4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
AVDE 加仓+$506.72万
VSLU 加仓+$371.51万
VT 新建仓+$35.44万
FNDE 新建仓+$34.57万
SPY 加仓+$30.43万
2026Q1 卖出最多 按季末市值估算
VIGI 减仓-$307.57万
AHR 减仓-$119.03万
VGLT 减仓-$43.18万
IWF 减仓-$39.65万
VGIT 减仓-$38.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -5,930 | -100.0% | -$38.20万 | 清仓 |
| ABT | ABBOTT LABS | $0 | 0.00% | 0 | -1,886 | -100.0% | -$23.63万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,070 | -100.0% | -$23.55万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -2,919 | -100.0% | -$23.44万 | 清仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $18.17万 | 0.16% | 14,871 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $19.69万 | 0.18% | 15,742 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $20.04万 | 0.18% | 3,813 | 1 | 0.0% | $53 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $20.14万 | 0.18% | 1,823 | -397 | -17.9% | -$4.38万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $20.78万 | 0.19% | 5,653 | 5,653 | — | $20.78万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $20.84万 | 0.19% | 650 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.10万 | 0.19% | 870 | 39 | 4.7% | $9,458 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $21.50万 | 0.19% | 2,077 | 4 | 0.2% | $414 | 重新持有 |
| BA | BOEING CO | $22.87万 | 0.21% | 1,149 | 149 | 14.9% | $2.97万 | 重新持有 |
| GD | GENERAL DYNAMICS CORP | $24.00万 | 0.22% | 699 | 1 | 0.1% | $343 | 加仓 |
| GLW | CORNING INC | $26.15万 | 0.24% | 1,923 | 1,923 | — | $26.15万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $26.39万 | 0.24% | 457 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $26.41万 | 0.24% | 3,472 | -574 | -14.2% | -$4.37万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $29.09万 | 0.26% | 5,845 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.71万 | 0.27% | 2,031 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $30.36万 | 0.28% | 1,285 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $30.77万 | 0.28% | 1,979 | 5 | 0.3% | $777 | 加仓 |
| PFE | PFIZER INC | $31.84万 | 0.29% | 11,338 | -215 | -1.9% | -$6,037 | 减仓 |
| MGK | VANGUARD WORLD FD | $31.87万 | 0.29% | 867 | -25 | -2.8% | -$9,191 | 减仓 |
| LIN | LINDE PLC | $33.36万 | 0.30% | 673 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $33.36万 | 0.30% | 3,470 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $34.57万 | 0.31% | 9,035 | 9,035 | — | $34.57万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $34.86万 | 0.32% | 1,621 | -46 | -2.8% | -$9,892 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $35.26万 | 0.32% | 583 | 2 | 0.3% | $1,210 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $35.44万 | 0.32% | 2,562 | 2,562 | — | $35.44万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $39.11万 | 0.35% | 3,073 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $40.51万 | 0.37% | 3,260 | 115 | 3.7% | $1.43万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $41.32万 | 0.37% | 2,488 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $43.07万 | 0.39% | 1,386 | -125 | -8.3% | -$3.88万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.65万 | 0.40% | 3,063 | -25 | -0.8% | -$3,645 | 减仓 |
| TSLA | TESLA INC | $47.10万 | 0.43% | 1,267 | -104 | -7.6% | -$3.87万 | 减仓 |
| PWR | QUANTA SVCS INC | $47.76万 | 0.43% | 870 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $48.62万 | 0.44% | 16,772 | 21 | 0.1% | $609 | 加仓 |
| ORCL | ORACLE CORP | $52.44万 | 0.48% | 3,564 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $52.97万 | 0.48% | 8,027 | 58 | 0.7% | $3,827 | 加仓 |
| VOO | VANGUARD INDEX FDS | $54.53万 | 0.49% | 913 | 1 | 0.1% | $597 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $55.00万 | 0.50% | 9,936 | -7,801 | -44.0% | -$43.18万 | 减仓 |
| MUB | ISHARES TR | $58.17万 | 0.53% | 5,480 | -110 | -2.0% | -$1.17万 | 减仓 |
| PPG | PPG INDS INC | $58.23万 | 0.53% | 5,449 | 3 | 0.1% | $321 | 加仓 |
| GOOGL | ALPHABET INC | $60.56万 | 0.55% | 2,106 | 1 | 0.0% | $288 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $62.61万 | 0.57% | 10,514 | -6,453 | -38.0% | -$38.43万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $62.61万 | 0.57% | 3,191 | 153 | 5.0% | $3.00万 | 加仓 |
| GEV | GE VERNOVA INC | $64.43万 | 0.58% | 738 | -12 | -1.6% | -$1.05万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $66.40万 | 0.60% | 2,257 | 2 | 0.1% | $588 | 加仓 |
| GOOG | ALPHABET INC | $69.15万 | 0.63% | 2,411 | 1 | 0.0% | $287 | 加仓 |
| CVX | CHEVRON CORPORATION | $69.46万 | 0.63% | 3,357 | 752 | 28.9% | $15.56万 | 加仓 |
| RTX | RTX CORPORATION | $70.55万 | 0.64% | 3,657 | 340 | 10.3% | $6.56万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $71.76万 | 0.65% | 1,643 | 48 | 3.0% | $2.10万 | 加仓 |
| ABBV | ABBVIE INC | $74.71万 | 0.68% | 3,435 | 80 | 2.4% | $1.74万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $76.96万 | 0.70% | 1,606 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $79.42万 | 0.72% | 1,121 | -151 | -11.9% | -$10.70万 | 减仓 |
| D | DOMINION ENERGY INC | $84.22万 | 0.76% | 13,624 | -32 | -0.2% | -$1,978 | 减仓 |
| GE | GE AEROSPACE | $87.57万 | 0.79% | 3,086 | -35 | -1.1% | -$9,931 | 减仓 |
| CSL | CARLISLE COS INC | $89.38万 | 0.81% | 2,679 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $90.85万 | 0.82% | 6,938 | 483 | 7.5% | $6.32万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $94.95万 | 0.86% | 17,568 | 126 | 0.7% | $6,810 | 加仓 |
| IWN | ISHARES TR | $100.20万 | 0.91% | 5,285 | -234 | -4.2% | -$4.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $101.15万 | 0.92% | 3,153 | 21 | 0.7% | $6,737 | 加仓 |
| IWO | ISHARES TR | $106.95万 | 0.97% | 3,408 | -38 | -1.1% | -$1.19万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $110.61万 | 1.00% | 7,658 | -18 | -0.2% | -$2,600 | 减仓 |
| WPC | WP CAREY INC | $126.27万 | 1.14% | 18,580 | -932 | -4.8% | -$6.33万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $128.01万 | 1.16% | 7,340 | -40 | -0.5% | -$6,976 | 减仓 |
| V | VISA INC | $129.43万 | 1.17% | 4,282 | 1 | 0.0% | $302 | 加仓 |
| IWS | ISHARES TR | $130.81万 | 1.19% | 8,976 | 73 | 0.8% | $1.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $138.36万 | 1.25% | 1,389 | -29 | -2.0% | -$2.89万 | 减仓 |
| IAU | ISHARES GOLD TR | $142.71万 | 1.29% | 16,188 | -1,490 | -8.4% | -$13.14万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $145.66万 | 1.32% | 2,240 | 468 | 26.4% | $30.43万 | 加仓 |
| IWP | ISHARES TR | $149.13万 | 1.35% | 11,639 | -143 | -1.2% | -$1.83万 | 减仓 |
| MSFT | MICROSOFT CORP | $161.97万 | 1.47% | 4,376 | 42 | 1.0% | $1.55万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $162.08万 | 1.47% | 17,290 | -176 | -1.0% | -$1.65万 | 减仓 |
| AMZN | AMAZON COM INC | $174.20万 | 1.58% | 8,364 | -288 | -3.3% | -$6.00万 | 减仓 |
| HD | HOME DEPOT INC | $176.43万 | 1.60% | 5,364 | 32 | 0.6% | $1.05万 | 加仓 |
| — | EXXON MOBIL CORP | $185.98万 | 1.69% | 10,962 | 710 | 6.9% | $12.05万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $190.61万 | 1.73% | 7,798 | 17 | 0.2% | $4,155 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $191.98万 | 1.74% | 17,502 | -272 | -1.5% | -$2.98万 | 减仓 |
| TPR | TAPESTRY INC | $214.38万 | 1.94% | 15,192 | 1 | 0.0% | $141 | 加仓 |
| IWD | ISHARES TR | $214.86万 | 1.95% | 10,056 | -440 | -4.2% | -$9.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $297.58万 | 2.70% | 46,438 | -3,980 | -7.9% | -$25.50万 | 减仓 |
| IWF | ISHARES TR | $372.88万 | 3.38% | 8,745 | -930 | -9.6% | -$39.65万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $587.53万 | 5.32% | 124,582 | -25,240 | -16.8% | -$119.03万 | 减仓 |
| AAPL | APPLE INC | $795.91万 | 7.21% | 31,361 | -914 | -2.8% | -$23.20万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $891.36万 | 8.08% | 100,764 | -34,769 | -25.7% | -$307.57万 | 减仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $1,051.45万 | 9.53% | 251,482 | 88,856 | 54.6% | $371.51万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $1,221.24万 | 11.06% | 143,946 | 59,726 | 70.9% | $506.72万 | 加仓 |