Clarion Wealth Managment Partners, LLC
FAIRFAX VA · SEC CIK 0002081211
$1.24亿2026Q2 申报市值
87持仓数
54.1%前十大占比 · 第一大 12.6%
8 / 5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
AVDE 加仓+$270.84万
VSLU 加仓+$159.49万
AMD 新建仓+$56.23万
MU 新建仓+$54.05万
IVV 新建仓+$42.81万
2026Q2 卖出最多 按季末市值估算
VIGI 减仓-$108.52万
LDOS 清仓-$30.77万
PLTR 清仓-$29.71万
AHR 减仓-$22.43万
DIMENSIONAL ETF 清仓-$20.78万
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 |
|---|---|---|---|---|---|---|---|---|
| AVDE | AMERICAN CENTY ETF TR | $1,554.84万 | 12.55% | 174,309 | 30,363 | 21.1% | $270.84万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $1,322.50万 | 10.68% | 285,970 | 34,488 | 13.7% | $159.49万 | 加仓 |
| AAPL | APPLE INC | $915.52万 | 7.39% | 31,640 | 279 | 0.9% | $8.07万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $832.42万 | 6.72% | 89,143 | -11,621 | -11.5% | -$108.52万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $627.27万 | 5.06% | 120,281 | -4,301 | -3.5% | -$22.43万 | 减仓 |
| IWF | ISHARES TR | $434.38万 | 3.51% | 34,983 | 3 | 0.0% | $373 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $324.36万 | 2.62% | 45,525 | -913 | -2.0% | -$6.51万 | 减仓 |
| IWD | ISHARES TR | $242.02万 | 1.95% | 9,983 | -73 | -0.7% | -$1.77万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $224.29万 | 1.81% | 17,549 | 47 | 0.3% | $6,007 | 加仓 |
| TPR | TAPESTRY INC | $222.40万 | 1.80% | 15,194 | 2 | 0.0% | $293 | 加仓 |
| AMZN | AMAZON COM INC | $199.63万 | 1.61% | 8,376 | 12 | 0.1% | $2,860 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $198.49万 | 1.60% | 7,816 | 18 | 0.2% | $4,571 | 加仓 |
| HD | HOME DEPOT INC | $189.56万 | 1.53% | 5,375 | 11 | 0.2% | $3,879 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $187.00万 | 1.51% | 17,590 | 300 | 1.7% | $3.19万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $167.50万 | 1.35% | 2,243 | 3 | 0.1% | $2,240 | 加仓 |
| IWP | ISHARES TR | $166.53万 | 1.34% | 11,374 | -265 | -2.3% | -$3.88万 | 减仓 |
| MSFT | MICROSOFT CORP | $158.51万 | 1.28% | 4,249 | -127 | -2.9% | -$4.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $153.34万 | 1.24% | 7,664 | 324 | 4.4% | $6.48万 | 加仓 |
| V | VISA INC | $150.35万 | 1.21% | 4,382 | 100 | 2.3% | $3.43万 | 加仓 |
| IWS | ISHARES TR | $146.11万 | 1.18% | 8,877 | -99 | -1.1% | -$1.63万 | 减仓 |
| — | EXXON MOBIL CORP | $133.30万 | 1.08% | 9,750 | -1,212 | -11.1% | -$16.57万 | 减仓 |
| IWO | ISHARES TR | $132.04万 | 1.07% | 3,352 | -56 | -1.6% | -$2.21万 | 减仓 |
| WPC | WP CAREY INC | $129.65万 | 1.05% | 18,133 | -447 | -2.4% | -$3.20万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $121.76万 | 0.98% | 1,302 | -87 | -6.3% | -$8.14万 | 减仓 |
| IAU | ISHARES GOLD TR | $121.38万 | 0.98% | 16,075 | -113 | -0.7% | -$8,533 | 减仓 |
| IWN | ISHARES TR | $117.23万 | 0.95% | 5,300 | 15 | 0.3% | $3,318 | 加仓 |
| CAT | CATERPILLAR INC | $116.71万 | 0.94% | 1,096 | -25 | -2.2% | -$2.66万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $116.69万 | 0.94% | 3,153 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $115.34万 | 0.93% | 3,086 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $109.96万 | 0.89% | 7,499 | -159 | -2.1% | -$2.33万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $106.47万 | 0.86% | 17,837 | 269 | 1.5% | $1.61万 | 加仓 |
| CSL | CARLISLE COS INC | $96.41万 | 0.78% | 2,658 | -21 | -0.8% | -$7,617 | 减仓 |
| ABBV | ABBVIE INC | $92.45万 | 0.75% | 3,674 | 239 | 7.0% | $6.01万 | 加仓 |
| D | DOMINION ENERGY INC | $91.14万 | 0.74% | 13,346 | -278 | -2.0% | -$1.90万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $86.88万 | 0.70% | 6,864 | -74 | -1.1% | -$9,366 | 减仓 |
| GEV | GE VERNOVA INC | $86.73万 | 0.70% | 738 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $85.15万 | 0.69% | 2,410 | -1 | -0.0% | -$353 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $80.26万 | 0.65% | 1,604 | -2 | -0.1% | -$1,001 | 减仓 |
| GOOGL | ALPHABET INC | $77.79万 | 0.63% | 2,177 | 71 | 3.4% | $2.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $77.53万 | 0.63% | 9,000 | -858 | -8.7% | -$7.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $72.29万 | 0.58% | 2,209 | -48 | -2.1% | -$1.57万 | 减仓 |
| RTX | RTX CORPORATION | $69.69万 | 0.56% | 3,673 | 16 | 0.4% | $3,036 | 加仓 |
| PPG | PPG INDS INC | $65.83万 | 0.53% | 5,427 | -22 | -0.4% | -$2,669 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $65.59万 | 0.53% | 16,530 | 7,495 | 83.0% | $29.74万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $62.82万 | 0.51% | 915 | 2 | 0.2% | $1,373 | 加仓 |
| VTV | VANGUARD INDEX FDS | $61.25万 | 0.49% | 2,810 | -381 | -11.9% | -$8.30万 | 减仓 |
| PWR | QUANTA SVCS INC | $59.04万 | 0.48% | 820 | -50 | -5.7% | -$3.60万 | 减仓 |
| MUB | ISHARES TR | $58.76万 | 0.47% | 5,460 | -20 | -0.4% | -$2,152 | 减仓 |
| MO | ALTRIA GROUP INC | $58.09万 | 0.47% | 8,073 | 46 | 0.6% | $3,310 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $56.23万 | 0.45% | 968 | 968 | — | $56.23万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $54.05万 | 0.44% | 468 | 468 | — | $54.05万 | 新建仓 |
| TSLA | TESLA INC | $53.29万 | 0.43% | 1,267 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $52.25万 | 0.42% | 3,565 | 1 | 0.0% | $147 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $50.71万 | 0.41% | 8,598 | -1,916 | -18.2% | -$11.30万 | 减仓 |
| GLW | CORNING INC | $49.81万 | 0.40% | 1,950 | 27 | 1.4% | $6,897 | 加仓 |
| CVX | CHEVRON CORPORATION | $48.93万 | 0.40% | 2,952 | -405 | -12.1% | -$6.71万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $46.86万 | 0.38% | 2,488 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $46.67万 | 0.38% | 3,025 | -38 | -1.2% | -$5,863 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $43.96万 | 0.35% | 7,966 | -1,970 | -19.8% | -$10.87万 | 减仓 |
| IVV | ISHARES TR | $42.81万 | 0.35% | 572 | 572 | — | $42.81万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $40.36万 | 0.33% | 2,571 | 9 | 0.4% | $1,413 | 加仓 |
| WMT | WALMART INC | $39.02万 | 0.31% | 3,445 | 185 | 5.7% | $2.10万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $38.72万 | 0.31% | 3,073 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $38.14万 | 0.31% | 4,338 | 3 | 0.1% | $264 | 加仓 |
| MCD | MCDONALDS CORP | $35.73万 | 0.29% | 1,322 | -64 | -4.6% | -$1.73万 | 减仓 |
| LIN | LINDE PLC | $34.93万 | 0.28% | 673 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $33.74万 | 0.27% | 458 | 1 | 0.2% | $737 | 加仓 |
| T | AT&T INC | $31.81万 | 0.26% | 15,366 | -1,406 | -8.4% | -$2.91万 | 减仓 |
| EFAX | SPDR INDEX SHS FDS | $31.77万 | 0.26% | 5,870 | 25 | 0.4% | $1,353 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $29.85万 | 0.24% | 586 | 3 | 0.5% | $1,528 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $29.80万 | 0.24% | 1,259 | -362 | -22.3% | -$8.57万 | 减仓 |
| LOW | LOWES COS INC | $28.34万 | 0.23% | 1,285 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $28.32万 | 0.23% | 3,484 | 12 | 0.3% | $975 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.41万 | 0.21% | 4,297 | 4,297 | — | $26.41万 | 新建仓 |
| PFE | PFIZER INC | $25.86万 | 0.21% | 10,738 | -600 | -5.3% | -$1.44万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $24.98万 | 0.20% | 888 | 18 | 2.1% | $5,064 | 加仓 |
| BA | BOEING CO | $24.87万 | 0.20% | 1,149 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.84万 | 0.20% | 701 | 2 | 0.3% | $709 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $22.90万 | 0.18% | 2,077 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $22.72万 | 0.18% | 2,196 | 2,196 | — | $22.72万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.63万 | 0.18% | 3,170 | -300 | -8.6% | -$2.14万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $22.38万 | 0.18% | 650 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $22.09万 | 0.18% | 1,848 | 1,848 | — | $22.09万 | 新建仓 |
| INTC | INTEL CORP | $20.67万 | 0.17% | 1,480 | 1,480 | — | $20.67万 | 新建仓 |
| CSCO | CISCO SYS INC | $20.06万 | 0.16% | 1,708 | 1,708 | — | $20.06万 | 新建仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $18.93万 | 0.15% | 14,871 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $17.55万 | 0.14% | 15,742 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -1,979 | -100.0% | -$30.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$29.71万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,653 | -100.0% | -$20.78万 | 清仓 |
| AVUV | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,823 | -100.0% | -$20.14万 | 清仓 |
| IGSB | ISHARES TR | $0 | 0.00% | 0 | -3,813 | -100.0% | -$20.04万 | 清仓 |