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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $4,014.36万 | 6.68% | 236,612 | -2,114 | -0.9% | -$35.87万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $3,150.13万 | 5.24% | 160,688 | 1,296 | 0.8% | $25.41万 | 加仓 |
| AAPL | APPLE INC | $2,004.99万 | 3.34% | 79,002 | -1,723 | -2.1% | -$43.73万 | 减仓 |
| GIS | GENERAL MLS INC | $1,876.53万 | 3.12% | 504,172 | -33,070 | -6.2% | -$123.09万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,790.15万 | 2.98% | 399,141 | 30,774 | 8.4% | $138.02万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,636.42万 | 2.72% | 55,630 | 959 | 1.8% | $28.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,600.45万 | 2.66% | 43,236 | 3,352 | 8.4% | $124.08万 | 加仓 |
| CVX | CHEVRON CORP NEW | $1,576.42万 | 2.62% | 76,192 | 9,481 | 14.2% | $196.16万 | 加仓 |
| WMT | WALMART INC | $1,539.19万 | 2.56% | 123,849 | 3,814 | 3.2% | $47.40万 | 加仓 |
| AVGO | BROADCOM INC | $1,517.79万 | 2.53% | 49,038 | -760 | -1.5% | -$23.52万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,476.56万 | 2.46% | 562,285 | 562,285 | — | $1,476.56万 | 新建仓 |
| WCPB | NORTHERN LTS FD TR II | $1,474.22万 | 2.45% | 582,927 | 582,927 | — | $1,474.22万 | 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 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,465.25万 | 2.44% | 288,719 | 288,719 | — | $1,465.25万 | 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 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,390.58万 | 2.32% | 512,183 | 512,183 | — | $1,390.58万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,371.84万 | 2.28% | 297,772 | 297,772 | — | $1,371.84万 | 新建仓 |
| ETN | EATON CORP PLC | $1,173.87万 | 1.95% | 32,820 | -1,605 | -4.7% | -$57.41万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,156.01万 | 1.92% | 47,342 | -2,735 | -5.5% | -$66.78万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,012.75万 | 1.69% | 23,337 | -340 | -1.4% | -$14.75万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $972.72万 | 1.62% | 357,224 | 357,224 | — | $972.72万 | 新建仓 |
| HD | HOME DEPOT INC | $945.98万 | 1.58% | 28,763 | 843 | 3.0% | $27.73万 | 加仓 |
| CME | CME GROUP INC | $941.10万 | 1.57% | 31,864 | -4,808 | -13.1% | -$142.00万 | 减仓 |
| MRK | MERCK & CO INC | $850.45万 | 1.42% | 70,700 | -4,971 | -6.6% | -$59.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $780.45万 | 1.30% | 31,928 | 885 | 2.9% | $21.63万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $751.63万 | 1.25% | 153,833 | 42,837 | 38.6% | $209.30万 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $680.18万 | 1.13% | 133,525 | 133,525 | — | $680.18万 | 新建仓 |
| CB | CHUBB LIMITED | $649.74万 | 1.08% | 19,935 | -649 | -3.2% | -$21.15万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $619.20万 | 1.03% | 123,347 | 1,930 | 1.6% | $9.69万 | 加仓 |
| ADI | ANALOG DEVICES INC | $575.16万 | 0.96% | 18,079 | 942 | 5.5% | $29.97万 | 加仓 |
| JCI | JOHNSON CTLS INTL PLC | $568.32万 | 0.95% | 43,400 | 775 | 1.8% | $10.15万 | 加仓 |
| MDT | MEDTRONIC PLC | $560.68万 | 0.93% | 64,706 | 20,094 | 45.0% | $174.11万 | 加仓 |
| CAT | CATERPILLAR INC | $503.72万 | 0.84% | 7,110 | -1,334 | -15.8% | -$94.51万 | 减仓 |
| MLPA | GLOBAL X FDS | $497.61万 | 0.83% | 92,373 | 92,373 | — | $497.61万 | 新建仓 |
| APD | AIR PRODS & CHEMS INC | $494.55万 | 0.82% | 17,025 | 870 | 5.4% | $25.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $490.95万 | 0.82% | 5,803 | 88 | 1.5% | $7.45万 | 加仓 |
| RTX | RTX CORPORATION | $486.73万 | 0.81% | 25,232 | 188 | 0.8% | $3.63万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $485.35万 | 0.81% | 191,686 | 191,686 | — | $485.35万 | 新建仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $480.78万 | 0.80% | 91,499 | 91,499 | — | $480.78万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $478.55万 | 0.80% | 198,526 | 198,526 | — | $478.55万 | 新建仓 |
| TJX | TJX COS INC NEW | $456.19万 | 0.76% | 28,565 | 410 | 1.5% | $6.55万 | 加仓 |
| V | VISA INC | $434.51万 | 0.72% | 14,376 | -801 | -5.3% | -$24.21万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $418.62万 | 0.70% | 13,840 | 323 | 2.4% | $9.77万 | 加仓 |
| MCD | MCDONALDS CORP | $412.52万 | 0.69% | 13,273 | 272 | 2.1% | $8.45万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $407.18万 | 0.68% | 107,605 | -542 | -0.5% | -$2.05万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $403.20万 | 0.67% | 43,411 | 7,058 | 19.4% | $65.55万 | 加仓 |
| O | REALTY INCOME CORP | $383.26万 | 0.64% | 62,644 | 253 | 0.4% | $1.55万 | 加仓 |
| ET | ENERGY TRANSFER L P | $355.45万 | 0.59% | 184,173 | -602 | -0.3% | -$1.16万 | 减仓 |
| UNP | UNION PAC CORP | $347.22万 | 0.58% | 14,311 | 765 | 5.6% | $18.56万 | 加仓 |
| AMGN | AMGEN INC | $335.63万 | 0.56% | 9,539 | 1,480 | 18.4% | $52.07万 | 加仓 |
| KO | COCA COLA CO | $322.62万 | 0.54% | 42,422 | 268 | 0.6% | $2.04万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $319.98万 | 0.53% | 13,201 | -398 | -2.9% | -$9.65万 | 减仓 |
| MLPX | GLOBAL X FDS | $294.21万 | 0.49% | 39,791 | 36,244 | 1,021.8% | $267.99万 | 加仓 |
| ENB | ENBRIDGE INC | $292.78万 | 0.49% | 54,078 | 17,504 | 47.9% | $94.77万 | 加仓 |
| BIL | SPDR SER TR | $287.95万 | 0.48% | 31,422 | -12,528 | -28.5% | -$114.81万 | 减仓 |
| GOOGL | ALPHABET INC | $256.17万 | 0.43% | 8,908 | 2,270 | 34.2% | $65.28万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $249.99万 | 0.42% | 12,316 | 2,052 | 20.0% | $41.65万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $223.83万 | 0.37% | 17,094 | 319 | 1.9% | $4.18万 | 加仓 |
| QQQ | INVESCO QQQ TR | $222.73万 | 0.37% | 3,859 | -161 | -4.0% | -$9.29万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $221.17万 | 0.37% | 77,035 | -14,285 | -15.6% | -$41.01万 | 减仓 |
| BBY | BEST BUY INC | $219.12万 | 0.36% | 34,132 | -201 | -0.6% | -$1.29万 | 减仓 |
| ABBV | ABBVIE INC | $203.22万 | 0.34% | 9,344 | 3,488 | 59.6% | $75.86万 | 加仓 |
| FDX | FEDEX CORP | $198.46万 | 0.33% | 5,572 | 5,572 | — | $198.46万 | 新建仓 |
| OKE | ONEOK INC NEW | $178.95万 | 0.30% | 19,797 | 978 | 5.2% | $8.84万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $175.28万 | 0.29% | 6,478 | -424 | -6.1% | -$11.47万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $170.62万 | 0.28% | 59,656 | 33,655 | 129.4% | $96.25万 | 加仓 |
| MPLX | MPLX LP | $170.32万 | 0.28% | 29,844 | -186 | -0.6% | -$1.06万 | 减仓 |
| — | STELLAR BANCORP INC | $169.75万 | 0.28% | 46,368 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $162.16万 | 0.27% | 20,032 | -4,985 | -19.9% | -$40.35万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $153.05万 | 0.25% | 32,625 | -6,340 | -16.3% | -$29.74万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $147.98万 | 0.25% | 5,156 | 5,156 | — | $147.98万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $147.22万 | 0.25% | 13,213 | 0 | 0.0% | — | 不变 |
| — | CARILLON SER TR | $139.32万 | 0.23% | 52,129 | 52,129 | — | $139.32万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $136.16万 | 0.23% | 57,575 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $132.89万 | 0.22% | 4,142 | -127 | -3.0% | -$4.07万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $131.52万 | 0.22% | 3,156 | -44 | -1.4% | -$1.83万 | 减仓 |
| AMZN | AMAZON COM INC | $128.23万 | 0.21% | 6,157 | -31 | -0.5% | -$6,456 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $127.39万 | 0.21% | 57,047 | 858 | 1.5% | $1.92万 | 加仓 |
| RY | ROYAL BK CDA | $122.06万 | 0.20% | 7,545 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $120.18万 | 0.20% | 1,848 | -601 | -24.5% | -$39.09万 | 减仓 |
| WMB | WILLIAMS COS INC | $118.56万 | 0.20% | 16,290 | 321 | 2.0% | $2.34万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $114.52万 | 0.19% | 21,624 | 21,624 | — | $114.52万 | 新建仓 |
| CMI | CUMMINS INC | $108.46万 | 0.18% | 2,016 | 1,144 | 131.2% | $61.55万 | 加仓 |
| META | META PLATFORMS INC | $99.50万 | 0.17% | 1,739 | -3,815 | -68.7% | -$218.28万 | 减仓 |
| WELL | WELLTOWER INC | $89.58万 | 0.15% | 4,531 | 2,892 | 176.4% | $57.18万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $87.60万 | 0.15% | 6,065 | -6,107 | -50.2% | -$88.21万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $86.34万 | 0.14% | 4,244 | -120 | -2.7% | -$2.44万 | 减仓 |
| TXN | TEXAS INSTRS INC | $81.13万 | 0.14% | 4,179 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $79.00万 | 0.13% | 10,182 | -184 | -1.8% | -$1.43万 | 减仓 |
| SYY | SYSCO CORP | $78.87万 | 0.13% | 11,057 | 11,057 | — | $78.87万 | 新建仓 |
| GLW | CORNING INC | $72.21万 | 0.12% | 5,311 | 5,311 | — | $72.21万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $69.92万 | 0.12% | 3,360 | 3,360 | — | $69.92万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.29万 | 0.11% | 1,863 | -48 | -2.5% | -$1.66万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $63.15万 | 0.11% | 14,208 | 880 | 6.6% | $3.91万 | 加仓 |
| EMR | EMERSON ELEC CO | $61.19万 | 0.10% | 4,670 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $60.55万 | 0.10% | 15,528 | -351 | -2.2% | -$1.37万 | 减仓 |
| TSLA | TESLA INC | $60.52万 | 0.10% | 1,628 | 25 | 1.6% | $9,294 | 加仓 |
| DBEF | DBX ETF TR | $59.69万 | 0.10% | 12,082 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $59.27万 | 0.10% | 3,505 | 0 | 0.0% | — | 不变 |
| MDY | SPDR S&P MIDCAP 400 ETF TR | $58.78万 | 0.10% | 953 | 0 | 0.0% | — | 不变 |