Clarity Retirement & Wealth, LLC
NEW BEDFORD MA · SEC CIK 0002103352
$1.45亿2026Q2 申报市值
33持仓数
82.3%前十大占比 · 第一大 19.6%
7 / 0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
GLD 新建仓+$356.70万
PHYL 加仓+$190.64万
BCI 新建仓+$183.47万
FENI 加仓+$107.81万
SPYM 加仓+$74.90万
2026Q2 卖出最多 按季末市值估算
HEFA 减仓-$529.66万
HELO 减仓-$92.57万
ALLW 减仓-$35.12万
AGG 减仓-$23.74万
XLK 减仓-$14.75万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | $2,834.01万 | 19.55% | 456,289 | 7,545 | 1.7% | $46.86万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,209.26万 | 15.24% | 448,307 | -2,634 | -0.6% | -$12.98万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,530.54万 | 10.56% | 381,396 | 26,866 | 7.6% | $107.81万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,292.13万 | 8.91% | 147,034 | 8,523 | 6.2% | $74.90万 | 加仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $951.98万 | 6.57% | 222,269 | 13,097 | 6.3% | $56.09万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $924.23万 | 6.38% | 254,398 | 9,463 | 3.9% | $34.38万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $904.19万 | 6.24% | 198,767 | 10,175 | 5.4% | $46.29万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $431.49万 | 2.98% | 112,926 | 2,906 | 2.6% | $11.10万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $429.67万 | 2.96% | 85,235 | 10,223 | 13.6% | $51.53万 | 加仓 |
| PHYL | PGIM ETF TR | $427.86万 | 2.95% | 122,668 | 54,656 | 80.4% | $190.64万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $370.31万 | 2.55% | 72,039 | 5,135 | 7.7% | $26.40万 | 加仓 |
| GLD | SPDR GOLD TR | $356.70万 | 2.46% | 9,683 | 9,683 | — | $356.70万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $236.79万 | 1.63% | 35,039 | -13,698 | -28.1% | -$92.57万 | 减仓 |
| IVV | ISHARES TR | $199.06万 | 1.37% | 2,658 | -129 | -4.6% | -$9.66万 | 减仓 |
| BCI | ABRDN ETFS | $183.47万 | 1.27% | 82,126 | 82,126 | — | $183.47万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $162.09万 | 1.12% | 2,360 | -164 | -6.5% | -$11.26万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $151.20万 | 1.04% | 6,938 | 108 | 1.6% | $2.35万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $121.89万 | 0.84% | 48,425 | 3,098 | 6.8% | $7.80万 | 加仓 |
| AGG | ISHARES TR | $120.48万 | 0.83% | 12,172 | -2,398 | -16.5% | -$23.74万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $102.76万 | 0.71% | 39,178 | 3,567 | 10.0% | $9.36万 | 加仓 |
| — | DBX ETF TR | $94.13万 | 0.65% | 37,192 | 1,266 | 3.5% | $3.20万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $73.26万 | 0.51% | 25,030 | -11,997 | -32.4% | -$35.12万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $62.83万 | 0.43% | 12,403 | 694 | 5.9% | $3.52万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $52.66万 | 0.36% | 2,764 | -774 | -21.9% | -$14.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $43.31万 | 0.30% | 580 | 36 | 6.6% | $2.69万 | 加仓 |
| QQQ | INVESCO QQQ TR | $40.21万 | 0.28% | 546 | 162 | 42.2% | $11.93万 | 加仓 |
| HEFA | ISHARES TR | $32.24万 | 0.22% | 6,871 | -112,874 | -94.3% | -$529.66万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $30.38万 | 0.21% | 1,428 | 1,428 | — | $30.38万 | 新建仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $29.46万 | 0.20% | 400 | 400 | — | $29.46万 | 新建仓 |
| SPDW | SPDR INDEX SHS FDS | $27.45万 | 0.19% | 5,447 | 5,447 | — | $27.45万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $24.57万 | 0.17% | 3,049 | 3,049 | — | $24.57万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $23.20万 | 0.16% | 700 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $20.62万 | 0.14% | 3,846 | 3,846 | — | $20.62万 | 新建仓 |