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 |
|---|---|---|---|---|---|---|---|---|
| DRI | DARDEN RESTAURANTS INC | $3,322.81万 | 5.07% | 161,294 | 606 | 0.4% | $12.48万 | 加仓 |
| XOM | EXXON MOBIL CORP | $3,224.20万 | 4.92% | 235,825 | 235,825 | — | $3,224.20万 | 新建仓 |
| AAPL | APPLE INC | $2,205.85万 | 3.37% | 76,232 | -2,770 | -3.5% | -$80.15万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $1,883.49万 | 2.87% | 412,141 | 13,000 | 3.3% | $59.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $1,872.89万 | 2.86% | 369,734 | 84,525 | 29.6% | $428.16万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,822.24万 | 2.78% | 663,356 | 151,173 | 29.5% | $415.27万 | 加仓 |
| AVGO | BROADCOM INC | $1,807.58万 | 2.76% | 47,851 | -1,187 | -2.4% | -$44.84万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,789.49万 | 2.73% | 54,669 | -961 | -1.7% | -$31.46万 | 减仓 |
| GIS | GENERAL MLS INC | $1,763.41万 | 2.69% | 506,727 | 2,555 | 0.5% | $8.89万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,632.16万 | 2.49% | 623,439 | 61,154 | 10.9% | $160.10万 | 加仓 |
| WCPB | NORTHERN LTS FD TR II | $1,631.04万 | 2.49% | 643,407 | 60,480 | 10.4% | $153.32万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,619.50万 | 2.47% | 302,710 | 28,632 | 10.4% | $153.18万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $1,615.68万 | 2.47% | 318,612 | 29,893 | 10.4% | $151.59万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,603.36万 | 2.45% | 42,983 | -253 | -0.6% | -$9.44万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,515.06万 | 2.31% | 329,004 | 31,232 | 10.5% | $143.82万 | 加仓 |
| WMT | WALMART INC | $1,399.39万 | 2.14% | 123,555 | -294 | -0.2% | -$3.33万 | 减仓 |
| CVX | CHEVRON CORP NEW | $1,352.19万 | 2.06% | 81,575 | 5,383 | 7.1% | $89.23万 | 加仓 |
| ETN | EATON CORP PLC | $1,329.54万 | 2.03% | 31,201 | -1,619 | -4.9% | -$68.99万 | 减仓 |
| MPC | MARATHON PETE CORP | $1,182.30万 | 1.80% | 46,243 | -1,099 | -2.3% | -$28.10万 | 减仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $1,075.88万 | 1.64% | 393,663 | 36,439 | 10.2% | $99.59万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $944.76万 | 1.44% | 22,749 | -588 | -2.5% | -$24.42万 | 减仓 |
| HD | HOME DEPOT INC | $943.47万 | 1.44% | 26,751 | -2,012 | -7.0% | -$70.96万 | 减仓 |
| MRK | MERCK & CO INC | $912.39万 | 1.39% | 71,003 | 303 | 0.4% | $3.89万 | 加仓 |
| CME | CME GROUP INC | $786.64万 | 1.20% | 35,622 | 3,758 | 11.8% | $82.99万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $785.67万 | 1.20% | 160,783 | 6,950 | 4.5% | $33.96万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $781.35万 | 1.19% | 30,766 | -1,162 | -3.6% | -$29.51万 | 减仓 |
| CAT | CATERPILLAR INC | $752.25万 | 1.15% | 7,064 | -46 | -0.6% | -$4.90万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $750.34万 | 1.15% | 147,544 | 14,019 | 10.5% | $71.29万 | 加仓 |
| ADI | ANALOG DEVICES INC | $741.03万 | 1.13% | 18,658 | 579 | 3.2% | $23.00万 | 加仓 |
| CB | CHUBB LIMITED | $653.00万 | 1.00% | 19,164 | -771 | -3.9% | -$26.27万 | 减仓 |
| JCI | JOHNSON CTLS INTL PLC | $643.57万 | 0.98% | 44,047 | 647 | 1.5% | $9.45万 | 加仓 |
| EVIM | MORGAN STANLEY ETF TRUST | $629.41万 | 0.96% | 118,166 | 26,667 | 29.1% | $142.04万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $623.42万 | 0.95% | 256,024 | 57,498 | 29.0% | $140.01万 | 加仓 |
| MLPA | GLOBAL X FDS | $565.37万 | 0.86% | 106,513 | 14,140 | 15.3% | $75.05万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $564.81万 | 0.86% | 5,585 | -218 | -3.8% | -$22.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $542.78万 | 0.83% | 128,195 | 4,848 | 3.9% | $20.53万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $536.71万 | 0.82% | 207,624 | 15,938 | 8.3% | $41.20万 | 加仓 |
| APD | AIR PRODS & CHEMS INC | $516.29万 | 0.79% | 17,610 | 585 | 3.4% | $17.15万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $513.01万 | 0.78% | 13,864 | 9,722 | 234.7% | $359.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $440.96万 | 0.67% | 13,037 | -803 | -5.8% | -$27.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $438.79万 | 0.67% | 49,993 | 6,582 | 15.2% | $57.77万 | 加仓 |
| TJX | TJX COS INC NEW | $422.82万 | 0.65% | 27,909 | -656 | -2.3% | -$9.94万 | 减仓 |
| V | VISA INC | $402.64万 | 0.61% | 11,736 | -2,640 | -18.4% | -$90.57万 | 减仓 |
| UNP | UNION PAC CORP | $400.99万 | 0.61% | 14,742 | 431 | 3.0% | $11.72万 | 加仓 |
| KO | COCA COLA CO | $397.61万 | 0.61% | 48,924 | 6,502 | 15.3% | $52.84万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $397.08万 | 0.61% | 108,019 | 414 | 0.4% | $1.52万 | 加仓 |
| O | REALTY INCOME CORP | $385.53万 | 0.59% | 62,223 | -421 | -0.7% | -$2.61万 | 减仓 |
| MDT | MEDTRONIC PLC | $384.27万 | 0.59% | 49,121 | -15,585 | -24.1% | -$121.92万 | 减仓 |
| GOOGL | ALPHABET INC | $375.97万 | 0.57% | 10,521 | 1,613 | 18.1% | $57.64万 | 加仓 |
| BIL | SPDR SER TR | $362.79万 | 0.55% | 39,589 | 8,167 | 26.0% | $74.84万 | 加仓 |
| ET | ENERGY TRANSFER L P | $357.53万 | 0.55% | 186,994 | 2,821 | 1.5% | $5.39万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $355.75万 | 0.54% | 93,718 | 93,718 | — | $355.75万 | 新建仓 |
| AMGN | AMGEN INC | $353.24万 | 0.54% | 9,755 | 216 | 2.3% | $7.82万 | 加仓 |
| MLPX | GLOBAL X FDS | $349.24万 | 0.53% | 47,413 | 7,622 | 19.2% | $56.14万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $341.02万 | 0.52% | 12,127 | -1,074 | -8.1% | -$30.20万 | 减仓 |
| MCD | MCDONALDS CORP | $331.97万 | 0.51% | 12,281 | -992 | -7.5% | -$26.81万 | 减仓 |
| RTX | RTX CORPORATION | $308.84万 | 0.47% | 16,278 | -8,954 | -35.5% | -$169.88万 | 减仓 |
| ABBV | ABBVIE INC | $299.55万 | 0.46% | 11,904 | 2,560 | 27.4% | $64.42万 | 加仓 |
| ENB | ENBRIDGE INC | $292.00万 | 0.45% | 53,865 | -213 | -0.4% | -$1.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $266.72万 | 0.41% | 3,622 | -237 | -6.1% | -$17.45万 | 减仓 |
| GLW | CORNING INC | $239.05万 | 0.36% | 9,359 | 4,048 | 76.2% | $103.39万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $237.67万 | 0.36% | 11,878 | 9,469 | 393.1% | $189.47万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $236.93万 | 0.36% | 5,700 | -778 | -12.0% | -$32.34万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $232.48万 | 0.35% | 4,002 | -242 | -5.7% | -$14.06万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $218.76万 | 0.33% | 17,282 | 188 | 1.1% | $2.38万 | 加仓 |
| FDX | FEDEX CORP | $218.66万 | 0.33% | 6,983 | 1,411 | 25.3% | $44.18万 | 加仓 |
| BBY | BEST BUY INC | $213.83万 | 0.33% | 28,180 | -5,952 | -17.4% | -$45.16万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $204.38万 | 0.31% | 6,497 | 1,341 | 26.0% | $42.18万 | 加仓 |
| IVV | ISHARES TR | $199.13万 | 0.30% | 2,659 | 2,074 | 354.5% | $155.32万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $199.12万 | 0.30% | 38,380 | 16,756 | 77.5% | $86.93万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $193.26万 | 0.29% | 12,458 | 142 | 1.2% | $2.20万 | 加仓 |
| WELL | WELLTOWER INC | $191.52万 | 0.29% | 8,438 | 3,907 | 86.2% | $88.68万 | 加仓 |
| CMI | CUMMINS INC | $191.24万 | 0.29% | 2,681 | 665 | 33.0% | $47.43万 | 加仓 |
| — | STELLAR BANCORP INC | $182.32万 | 0.28% | 46,368 | 0 | 0.0% | — | 不变 |
| MDST | ULTIMUS MANAGERS TR | $180.59万 | 0.28% | 62,639 | 2,983 | 5.0% | $8.60万 | 加仓 |
| MPLX | MPLX LP | $176.14万 | 0.27% | 31,269 | 1,425 | 4.8% | $8.03万 | 加仓 |
| OKE | ONEOK INC NEW | $172.35万 | 0.26% | 19,823 | 26 | 0.1% | $2,260 | 加仓 |
| SYY | SYSCO CORP | $167.55万 | 0.26% | 20,047 | 8,990 | 81.3% | $75.14万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $162.65万 | 0.25% | 25,862 | 25,862 | — | $162.65万 | 新建仓 |
| — | CARILLON SER TR | $158.33万 | 0.24% | 54,000 | 1,871 | 3.6% | $5.49万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $155.83万 | 0.24% | 20,397 | 20,397 | — | $155.83万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $154.24万 | 0.24% | 6,264 | 2,904 | 86.4% | $71.50万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $152.73万 | 0.23% | 62,211 | -14,824 | -19.2% | -$36.39万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $146.76万 | 0.22% | 2,988 | -168 | -5.3% | -$8.25万 | 减仓 |
| AMZN | AMAZON COM INC | $146.22万 | 0.22% | 6,135 | -22 | -0.4% | -$5,243 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $141.35万 | 0.22% | 57,575 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 ETF TR | $136.43万 | 0.21% | 1,827 | -21 | -1.1% | -$1.57万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $133.36万 | 0.20% | 7,000 | 7,000 | — | $133.36万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $133.19万 | 0.20% | 16,411 | -3,621 | -18.1% | -$29.39万 | 减仓 |
| RY | ROYAL BK CDA | $133.06万 | 0.20% | 6,429 | -1,116 | -14.8% | -$23.10万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $126.99万 | 0.19% | 57,047 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $121.85万 | 0.19% | 10,374 | 192 | 1.9% | $2.26万 | 加仓 |
| WMB | WILLIAMS COS INC | $121.84万 | 0.19% | 16,389 | 99 | 0.6% | $7,360 | 加仓 |
| TXN | TEXAS INSTRS INC | $120.99万 | 0.18% | 4,059 | -120 | -2.9% | -$3.58万 | 减仓 |
| XNTK | SPDR SERIES TRUST | $117.19万 | 0.18% | 3,000 | 3,000 | — | $117.19万 | 新建仓 |
| IEFA | ISHARES TR | $109.29万 | 0.17% | 11,316 | 11,316 | — | $109.29万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $100.76万 | 0.15% | 25,915 | -6,710 | -20.6% | -$26.09万 | 减仓 |
| META | META PLATFORMS INC | $94.48万 | 0.14% | 1,677 | -62 | -3.6% | -$3.49万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $82.73万 | 0.13% | 5,642 | -423 | -7.0% | -$6.20万 | 减仓 |
| NUE | NUCOR CORP | $78.07万 | 0.12% | 3,505 | 0 | 0.0% | — | 不变 |