Clear Trail Advisors, LLC
HOUSTON TX · SEC CIK 0002097856
$6.01亿2026Q1 申报市值
149持仓数
34.5%前十大占比 · 第一大 6.7%
25 / 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
CGCB 新建仓+$1,476.56万
WCPB 新建仓+$1,474.22万
JBND 新建仓+$1,473.72万
EVTR 新建仓+$1,465.25万
JMUB 新建仓+$1,425.76万
2026Q1 卖出最多 按季末市值估算
META 减仓-$218.28万
CME 减仓-$142.00万
GIS 减仓-$123.09万
BIL 减仓-$114.81万
CAT 减仓-$94.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $322.62万 | 0.54% | 42,422 | 268 | 0.6% | $2.04万 | 加仓 |
| AMGN | AMGEN INC | $335.63万 | 0.56% | 9,539 | 1,480 | 18.4% | $52.07万 | 加仓 |
| UNP | UNION PAC CORP | $347.22万 | 0.58% | 14,311 | 765 | 5.6% | $18.56万 | 加仓 |
| ET | ENERGY TRANSFER L P | $355.45万 | 0.59% | 184,173 | -602 | -0.3% | -$1.16万 | 减仓 |
| O | REALTY INCOME CORP | $383.26万 | 0.64% | 62,644 | 253 | 0.4% | $1.55万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $403.20万 | 0.67% | 43,411 | 7,058 | 19.4% | $65.55万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $407.18万 | 0.68% | 107,605 | -542 | -0.5% | -$2.05万 | 减仓 |
| MCD | MCDONALDS CORP | $412.52万 | 0.69% | 13,273 | 272 | 2.1% | $8.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $418.62万 | 0.70% | 13,840 | 323 | 2.4% | $9.77万 | 加仓 |
| V | VISA INC | $434.51万 | 0.72% | 14,376 | -801 | -5.3% | -$24.21万 | 减仓 |
| TJX | TJX COS INC NEW | $456.19万 | 0.76% | 28,565 | 410 | 1.5% | $6.55万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $478.55万 | 0.80% | 198,526 | 198,526 | — | $478.55万 | 新建仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $480.78万 | 0.80% | 91,499 | 91,499 | — | $480.78万 | 新建仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $485.35万 | 0.81% | 191,686 | 191,686 | — | $485.35万 | 新建仓 |
| RTX | RTX CORPORATION | $486.73万 | 0.81% | 25,232 | 188 | 0.8% | $3.63万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $490.95万 | 0.82% | 5,803 | 88 | 1.5% | $7.45万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $494.55万 | 0.82% | 17,025 | 870 | 5.4% | $25.27万 | 加仓 |
| MLPA | GLOBAL X FDS | $497.61万 | 0.83% | 92,373 | 92,373 | — | $497.61万 | 新建仓 |
| CAT | CATERPILLAR INC | $503.72万 | 0.84% | 7,110 | -1,334 | -15.8% | -$94.51万 | 减仓 |
| MDT | MEDTRONIC PLC | $560.68万 | 0.93% | 64,706 | 20,094 | 45.0% | $174.11万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $568.32万 | 0.95% | 43,400 | 775 | 1.8% | $10.15万 | 加仓 |
| ADI | ANALOG DEVICES INC | $575.16万 | 0.96% | 18,079 | 942 | 5.5% | $29.97万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $619.20万 | 1.03% | 123,347 | 1,930 | 1.6% | $9.69万 | 加仓 |
| CB | CHUBB LIMITED | $649.74万 | 1.08% | 19,935 | -649 | -3.2% | -$21.15万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $680.18万 | 1.13% | 133,525 | 133,525 | — | $680.18万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $751.63万 | 1.25% | 153,833 | 42,837 | 38.6% | $209.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $780.45万 | 1.30% | 31,928 | 885 | 2.9% | $21.63万 | 加仓 |
| MRK | MERCK & CO INC | $850.45万 | 1.42% | 70,700 | -4,971 | -6.6% | -$59.80万 | 减仓 |
| CME | CME GROUP INC | $941.10万 | 1.57% | 31,864 | -4,808 | -13.1% | -$142.00万 | 减仓 |
| HD | HOME DEPOT INC | $945.98万 | 1.58% | 28,763 | 843 | 3.0% | $27.73万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $972.72万 | 1.62% | 357,224 | 357,224 | — | $972.72万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,012.75万 | 1.69% | 23,337 | -340 | -1.4% | -$14.75万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,156.01万 | 1.92% | 47,342 | -2,735 | -5.5% | -$66.78万 | 减仓 |
| ETN | EATON CORP PLC | $1,173.87万 | 1.95% | 32,820 | -1,605 | -4.7% | -$57.41万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,371.84万 | 2.28% | 297,772 | 297,772 | — | $1,371.84万 | 新建仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,390.58万 | 2.32% | 512,183 | 512,183 | — | $1,390.58万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,425.76万 | 2.37% | 285,209 | 285,209 | — | $1,425.76万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,465.25万 | 2.44% | 288,719 | 288,719 | — | $1,465.25万 | 新建仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,473.72万 | 2.45% | 274,078 | 274,078 | — | $1,473.72万 | 新建仓 |
| WCPB | NORTHERN LTS FD TR II | $1,474.22万 | 2.45% | 582,927 | 582,927 | — | $1,474.22万 | 新建仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,476.56万 | 2.46% | 562,285 | 562,285 | — | $1,476.56万 | 新建仓 |
| AVGO | BROADCOM INC | $1,517.79万 | 2.53% | 49,038 | -760 | -1.5% | -$23.52万 | 减仓 |
| WMT | WALMART INC | $1,539.19万 | 2.56% | 123,849 | 3,814 | 3.2% | $47.40万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1,576.42万 | 2.62% | 76,192 | 9,481 | 14.2% | $196.16万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,600.45万 | 2.66% | 43,236 | 3,352 | 8.4% | $124.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,636.42万 | 2.72% | 55,630 | 959 | 1.8% | $28.21万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $1,790.15万 | 2.98% | 399,141 | 30,774 | 8.4% | $138.02万 | 加仓 |
| GIS | GENERAL MLS INC | $1,876.53万 | 3.12% | 504,172 | -33,070 | -6.2% | -$123.09万 | 减仓 |
| AAPL | APPLE INC | $2,004.99万 | 3.34% | 79,002 | -1,723 | -2.1% | -$43.73万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $3,150.13万 | 5.24% | 160,688 | 1,296 | 0.8% | $25.41万 | 加仓 |
| — | EXXON MOBIL CORP | $4,014.36万 | 6.68% | 236,612 | -2,114 | -0.9% | -$35.87万 | 减仓 |