Clear Trail Advisors, LLC
HOUSTON TX · SEC CIK 0002097856
$6.55亿2026Q2 申报市值
161持仓数
32.5%前十大占比 · 第一大 5.1%
17 / 6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
XOM 新建仓+$3,224.20万
JMUB 加仓+$428.16万
CGMU 加仓+$415.27万
VTI 加仓+$359.74万
CGBL 新建仓+$355.75万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$4,014.36万
RTX 减仓-$169.88万
APO 清仓-$147.22万
MDT 减仓-$121.92万
V 减仓-$90.57万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $75.74万 | 0.12% | 23,887 | 23,887 | — | $75.74万 | 新建仓 |
| QCOM | QUALCOMM INC | $73.20万 | 0.11% | 3,961 | -186 | -4.5% | -$3.44万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $70.63万 | 0.11% | 1,352 | 723 | 114.9% | $37.77万 | 重新持有 |
| TSLA | TESLA INC | $68.98万 | 0.11% | 1,640 | 12 | 0.7% | $5,047 | 加仓 |
| TPR | TAPESTRY INC | $67.63万 | 0.10% | 4,620 | 4,620 | — | $67.63万 | 新建仓 |
| EMR | EMERSON ELEC CO | $66.97万 | 0.10% | 4,678 | 8 | 0.2% | $1,145 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $66.69万 | 0.10% | 2,373 | -97 | -3.9% | -$2.73万 | 减仓 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $66.33万 | 0.10% | 943 | -10 | -1.0% | -$7,033 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $63.93万 | 0.10% | 7,010 | -1,398 | -16.6% | -$12.75万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $63.63万 | 0.10% | 14,188 | -20 | -0.1% | -$897 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $62.48万 | 0.10% | 12,354 | 5,278 | 74.6% | $26.69万 | 加仓 |
| XME | SPDR SERIES TRUST | $61.91万 | 0.09% | 5,790 | 5,790 | — | $61.91万 | 新建仓 |
| DBEF | DBX ETF TR | $58.90万 | 0.09% | 10,782 | -1,300 | -10.8% | -$7.10万 | 减仓 |
| ALL | ALLSTATE CORP | $57.09万 | 0.09% | 2,399 | -160 | -6.3% | -$3.81万 | 减仓 |
| GOOG | ALPHABET INC | $54.63万 | 0.08% | 1,546 | 12 | 0.8% | $4,240 | 加仓 |
| PSX | PHILLIPS 66 | $54.54万 | 0.08% | 3,226 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $54.44万 | 0.08% | 21,232 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $51.98万 | 0.08% | 1,789 | -74 | -4.0% | -$2.15万 | 减仓 |
| HAL | HALLIBURTON CO | $50.86万 | 0.08% | 14,982 | -546 | -3.5% | -$1.85万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $50.48万 | 0.08% | 5,580 | -305 | -5.2% | -$2.76万 | 减仓 |
| ORCL | ORACLE CORP | $48.64万 | 0.07% | 3,319 | -8 | -0.2% | -$1,172 | 减仓 |
| IWF | ISHARES TR | $47.18万 | 0.07% | 3,800 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $46.67万 | 0.07% | 29,634 | 29,634 | — | $46.67万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $46.10万 | 0.07% | 2,386 | -186 | -7.2% | -$3.59万 | 减仓 |
| COP | CONOCOPHILLIPS | $44.84万 | 0.07% | 4,313 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SER TR | $43.51万 | 0.07% | 2,859 | -63 | -2.2% | -$9,587 | 减仓 |
| CRM | SALESFORCE INC | $43.02万 | 0.07% | 2,746 | -101 | -3.5% | -$1.58万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC | $41.65万 | 0.06% | 3,383 | -139 | -3.9% | -$1.71万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $40.66万 | 0.06% | 2,972 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $40.30万 | 0.06% | 2,292 | -104 | -4.3% | -$1.83万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $39.75万 | 0.06% | 2,147 | 0 | 0.0% | — | 不变 |
| STE | STERIS PLC | $38.47万 | 0.06% | 1,827 | -85 | -4.4% | -$1.79万 | 减仓 |
| SPGI | S&P GLOBAL INC | $37.11万 | 0.06% | 911 | -15 | -1.6% | -$6,110 | 减仓 |
| T | AT&T INC | $36.33万 | 0.06% | 17,549 | -9 | -0.1% | -$186 | 减仓 |
| AMLP | ALPS ETF TR | $36.27万 | 0.06% | 6,995 | 52 | 0.7% | $2,696 | 加仓 |
| DHS | WISDOMTREE TR | $34.11万 | 0.05% | 3,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $33.68万 | 0.05% | 1,511 | 11 | 0.7% | $2,452 | 加仓 |
| RSG | REPUBLIC SVCS INC | $32.18万 | 0.05% | 1,510 | 10 | 0.7% | $2,131 | 加仓 |
| IWD | ISHARES TR | $31.37万 | 0.05% | 1,294 | -388 | -23.1% | -$9.41万 | 减仓 |
| DVY | ISHARES TR | $31.26万 | 0.05% | 2,000 | 0 | 0.0% | — | 不变 |
| SCHB | SCHWAB STRATEGIC TR | $31.11万 | 0.05% | 10,741 | 10,741 | — | $31.11万 | 新建仓 |
| GEV | GE VERNOVA INC | $28.44万 | 0.04% | 242 | 242 | — | $28.44万 | 新建仓 |
| SHEL | SHELL PLC | $28.23万 | 0.04% | 3,641 | -446 | -10.9% | -$3.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.07万 | 0.04% | 561 | 38 | 7.3% | $1.90万 | 加仓 |
| IGV | ISHARES TR | $27.63万 | 0.04% | 3,050 | 3,050 | — | $27.63万 | 新建仓 |
| BIP | BROOKFIELD INFRAST PARTNERS | $26.80万 | 0.04% | 7,344 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $25.82万 | 0.04% | 2,765 | 14 | 0.5% | $1,307 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $25.80万 | 0.04% | 4,000 | 4,000 | — | $25.80万 | 新建仓 |
| GE | GE AEROSPACE | $24.92万 | 0.04% | 667 | 667 | — | $24.92万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $24.05万 | 0.04% | 472 | 4 | 0.9% | $2,038 | 加仓 |
| ITOT | ISHARES TR | $23.87万 | 0.04% | 1,453 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $23.47万 | 0.04% | 1,809 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $23.29万 | 0.04% | 3,458 | -252 | -6.8% | -$1.70万 | 减仓 |
| IJT | ISHARES TR | $22.52万 | 0.03% | 1,261 | 1,261 | — | $22.52万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $21.77万 | 0.03% | 16,199 | -46 | -0.3% | -$618 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $21.26万 | 0.03% | 1,184 | 0 | 0.0% | — | 不变 |
| IDVO | AMPLIFY ETF TR | $20.32万 | 0.03% | 4,839 | -614 | -11.3% | -$2.58万 | 减仓 |
| IWR | ISHARES TR | $20.14万 | 0.03% | 1,826 | -316 | -14.8% | -$3.49万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $20.14万 | 0.03% | 6,749 | -4,140 | -38.0% | -$12.35万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $19.36万 | 0.03% | 22,131 | 2,249 | 11.3% | $1.97万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $12.56万 | 0.02% | 13,376 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -236,612 | -100.0% | -$4,014.36万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -13,213 | -100.0% | -$147.22万 | 清仓 |
| IJK | ISHARES TR | $0 | 0.00% | 0 | -2,343 | -100.0% | -$23.58万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -4,854 | -100.0% | -$22.81万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -478 | -100.0% | -$20.57万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -1,319 | -100.0% | -$20.48万 | 清仓 |