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 |
|---|---|---|---|---|---|---|---|---|
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -913 | -100.0% | -$22.47万 | 清仓 |
| RITM | RITHM CAPITAL CORP | $12.68万 | 0.02% | 13,376 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $17.45万 | 0.03% | 16,245 | 2,596 | 19.0% | $2.79万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $18.15万 | 0.03% | 19,882 | 5,823 | 41.4% | $5.32万 | 加仓 |
| PEP | PEPSICO INC | $20.48万 | 0.03% | 1,319 | -150 | -10.2% | -$2.33万 | 减仓 |
| GLD | SPDR GOLD TR | $20.57万 | 0.03% | 478 | 478 | — | $20.57万 | 新建仓 |
| ITOT | ISHARES TR | $20.70万 | 0.03% | 1,453 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $20.83万 | 0.03% | 2,142 | -45 | -2.1% | -$4,375 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.34万 | 0.04% | 1,184 | 1,184 | — | $21.34万 | 新建仓 |
| IDVO | AMPLIFY ETF TR | $22.07万 | 0.04% | 5,453 | -88 | -1.6% | -$3,561 | 减仓 |
| BP | BP PLC | $22.81万 | 0.04% | 4,854 | 4,854 | — | $22.81万 | 新建仓 |
| DXCM | DEXCOM INC | $23.30万 | 0.04% | 3,710 | -46 | -1.2% | -$2,889 | 减仓 |
| IJK | ISHARES TR | $23.58万 | 0.04% | 2,343 | -85 | -3.5% | -$8,553 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.06万 | 0.04% | 523 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $26.15万 | 0.04% | 1,809 | 1,809 | — | $26.15万 | 新建仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $26.53万 | 0.04% | 7,344 | 350 | 5.0% | $1.26万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $28.29万 | 0.05% | 468 | 0 | 0.0% | — | 不变 |
| QDVO | AMPLIFY ETF TR | $29.02万 | 0.05% | 10,889 | 29 | 0.3% | $773 | 加仓 |
| NEM | NEWMONT CORP | $29.78万 | 0.05% | 2,751 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $30.28万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $32.77万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SVCS INC | $32.85万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $33.78万 | 0.06% | 2,147 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $34.47万 | 0.06% | 1,500 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $35.81万 | 0.06% | 7,076 | -2,392 | -25.3% | -$12.11万 | 减仓 |
| IWD | ISHARES TR | $35.94万 | 0.06% | 1,682 | -98 | -5.5% | -$2.09万 | 减仓 |
| AMLP | ALPS ETF TR | $36.55万 | 0.06% | 6,943 | -9,844 | -58.6% | -$51.82万 | 减仓 |
| SHEL | SHELL PLC | $38.01万 | 0.06% | 4,087 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $38.21万 | 0.06% | 585 | 5 | 0.9% | $3,266 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.96万 | 0.06% | 2,972 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $39.39万 | 0.07% | 926 | -19 | -2.0% | -$8,083 | 减仓 |
| IWF | ISHARES TR | $40.51万 | 0.07% | 950 | -120 | -11.2% | -$5.12万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $42.01万 | 0.07% | 2,409 | 23 | 1.0% | $4,011 | 加仓 |
| STE | STERIS PLC | $42.28万 | 0.07% | 1,912 | -48 | -2.4% | -$1.06万 | 减仓 |
| SDY | SPDR SER TR | $42.65万 | 0.07% | 2,922 | 37 | 1.3% | $5,401 | 加仓 |
| IQV | IQVIA HLDGS INC | $43.86万 | 0.07% | 2,572 | -38 | -1.5% | -$6,481 | 减仓 |
| GOOG | ALPHABET INC | $44.01万 | 0.07% | 1,534 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $47.13万 | 0.08% | 5,885 | -122 | -2.0% | -$9,770 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $47.39万 | 0.08% | 2,396 | -51 | -2.1% | -$1.01万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $48.32万 | 0.08% | 21,232 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $48.62万 | 0.08% | 2,470 | -12 | -0.5% | -$2,362 | 减仓 |
| ORCL | ORACLE CORP | $48.94万 | 0.08% | 3,327 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $50.90万 | 0.08% | 17,558 | 426 | 2.5% | $1.23万 | 加仓 |
| ALL | ALLSTATE CORP | $53.05万 | 0.09% | 2,559 | -12 | -0.5% | -$2,488 | 减仓 |
| CRM | SALESFORCE INC | $53.14万 | 0.09% | 2,847 | -20 | -0.7% | -$3,733 | 减仓 |
| QCOM | QUALCOMM INC | $53.41万 | 0.09% | 4,147 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $54.32万 | 0.09% | 8,408 | -394 | -4.5% | -$2.55万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $55.39万 | 0.09% | 3,522 | -72 | -2.0% | -$1.13万 | 减仓 |
| COP | CONOCOPHILLIPS | $56.93万 | 0.09% | 4,313 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $58.77万 | 0.10% | 3,226 | 3,226 | — | $58.77万 | 新建仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $58.78万 | 0.10% | 953 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $59.27万 | 0.10% | 3,505 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $59.69万 | 0.10% | 12,082 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $60.52万 | 0.10% | 1,628 | 25 | 1.6% | $9,294 | 加仓 |
| HAL | HALLIBURTON CO | $60.55万 | 0.10% | 15,528 | -351 | -2.2% | -$1.37万 | 减仓 |
| EMR | EMERSON ELEC CO | $61.19万 | 0.10% | 4,670 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $63.15万 | 0.11% | 14,208 | 880 | 6.6% | $3.91万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.29万 | 0.11% | 1,863 | -48 | -2.5% | -$1.66万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.92万 | 0.12% | 3,360 | 3,360 | — | $69.92万 | 新建仓 |
| GLW | CORNING INC | $72.21万 | 0.12% | 5,311 | 5,311 | — | $72.21万 | 新建仓 |
| SYY | SYSCO CORP | $78.87万 | 0.13% | 11,057 | 11,057 | — | $78.87万 | 新建仓 |
| CSCO | CISCO SYS INC | $79.00万 | 0.13% | 10,182 | -184 | -1.8% | -$1.43万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.13万 | 0.14% | 4,179 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $86.34万 | 0.14% | 4,244 | -120 | -2.7% | -$2.44万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $87.60万 | 0.15% | 6,065 | -6,107 | -50.2% | -$88.21万 | 减仓 |
| WELL | WELLTOWER INC | $89.58万 | 0.15% | 4,531 | 2,892 | 176.4% | $57.18万 | 加仓 |
| META | META PLATFORMS INC | $99.50万 | 0.17% | 1,739 | -3,815 | -68.7% | -$218.28万 | 减仓 |
| CMI | CUMMINS INC | $108.46万 | 0.18% | 2,016 | 1,144 | 131.2% | $61.55万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $114.52万 | 0.19% | 21,624 | 21,624 | — | $114.52万 | 新建仓 |
| WMB | WILLIAMS COS INC | $118.56万 | 0.20% | 16,290 | 321 | 2.0% | $2.34万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR | $120.18万 | 0.20% | 1,848 | -601 | -24.5% | -$39.09万 | 减仓 |
| RY | ROYAL BK CDA | $122.06万 | 0.20% | 7,545 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $127.39万 | 0.21% | 57,047 | 858 | 1.5% | $1.92万 | 加仓 |
| AMZN | AMAZON COM INC | $128.23万 | 0.21% | 6,157 | -31 | -0.5% | -$6,456 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $131.52万 | 0.22% | 3,156 | -44 | -1.4% | -$1.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $132.89万 | 0.22% | 4,142 | -127 | -3.0% | -$4.07万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $136.16万 | 0.23% | 57,575 | 0 | 0.0% | — | 不变 |
| — | CARILLON SER TR | $139.32万 | 0.23% | 52,129 | 52,129 | — | $139.32万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $147.22万 | 0.25% | 13,213 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $147.98万 | 0.25% | 5,156 | 5,156 | — | $147.98万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $153.05万 | 0.25% | 32,625 | -6,340 | -16.3% | -$29.74万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $162.16万 | 0.27% | 20,032 | -4,985 | -19.9% | -$40.35万 | 减仓 |
| — | STELLAR BANCORP INC | $169.75万 | 0.28% | 46,368 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $170.32万 | 0.28% | 29,844 | -186 | -0.6% | -$1.06万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $170.62万 | 0.28% | 59,656 | 33,655 | 129.4% | $96.25万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $175.28万 | 0.29% | 6,478 | -424 | -6.1% | -$11.47万 | 减仓 |
| OKE | ONEOK INC NEW | $178.95万 | 0.30% | 19,797 | 978 | 5.2% | $8.84万 | 加仓 |
| FDX | FEDEX CORP | $198.46万 | 0.33% | 5,572 | 5,572 | — | $198.46万 | 新建仓 |
| ABBV | ABBVIE INC | $203.22万 | 0.34% | 9,344 | 3,488 | 59.6% | $75.86万 | 加仓 |
| BBY | BEST BUY INC | $219.12万 | 0.36% | 34,132 | -201 | -0.6% | -$1.29万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $221.17万 | 0.37% | 77,035 | -14,285 | -15.6% | -$41.01万 | 减仓 |
| QQQ | INVESCO QQQ TR | $222.73万 | 0.37% | 3,859 | -161 | -4.0% | -$9.29万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $223.83万 | 0.37% | 17,094 | 319 | 1.9% | $4.18万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $249.99万 | 0.42% | 12,316 | 2,052 | 20.0% | $41.65万 | 加仓 |
| GOOGL | ALPHABET INC | $256.17万 | 0.43% | 8,908 | 2,270 | 34.2% | $65.28万 | 加仓 |
| BIL | SPDR SER TR | $287.95万 | 0.48% | 31,422 | -12,528 | -28.5% | -$114.81万 | 减仓 |
| ENB | ENBRIDGE INC | $292.78万 | 0.49% | 54,078 | 17,504 | 47.9% | $94.77万 | 加仓 |
| MLPX | GLOBAL X FDS | $294.21万 | 0.49% | 39,791 | 36,244 | 1,021.8% | $267.99万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $319.98万 | 0.53% | 13,201 | -398 | -2.9% | -$9.65万 | 减仓 |