Clarity Retirement & Wealth, LLC
NEW BEDFORD MA · SEC CIK 0002103352
$1.24亿2026Q1 申报市值
26持仓数
83.2%前十大占比 · 第一大 18.1%
5 / 12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
FBCG 加仓+$434.28万
CGDV 加仓+$430.61万
FIDELITY MERRIMA 新建仓+$338.55万
FENI 加仓+$229.29万
FDEM 加仓+$135.72万
2026Q1 卖出最多 按季末市值估算
FBND 减仓-$153.21万
ALLW 减仓-$146.15万
SSGA ACTIVE TR 清仓-$126.45万
PRIV 清仓-$108.92万
FNDE 清仓-$91.80万
2026Q1 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 | $2,249.11万 | 18.14% | 448,744 | 86,648 | 23.9% | $434.28万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,918.30万 | 15.47% | 450,941 | 101,224 | 28.9% | $430.61万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $1,318.85万 | 10.64% | 354,530 | 61,638 | 21.0% | $229.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,060.16万 | 8.55% | 138,511 | -10,664 | -7.1% | -$81.62万 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $900.28万 | 7.26% | 209,172 | 16,882 | 8.8% | $72.66万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $860.36万 | 6.94% | 188,592 | -33,583 | -15.1% | -$153.21万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $773.50万 | 6.24% | 244,935 | 42,977 | 21.3% | $135.72万 | 加仓 |
| HEFA | ISHARES TR | $508.85万 | 4.10% | 119,745 | -19,816 | -14.2% | -$84.21万 | 减仓 |
| TFLR | T ROWE PRICE ETF INC | $377.76万 | 3.05% | 75,012 | 4,191 | 5.9% | $21.11万 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $351.51万 | 2.83% | 110,020 | 19,014 | 20.9% | $60.75万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $338.55万 | 2.73% | 66,904 | 66,904 | — | $338.55万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $311.48万 | 2.51% | 48,737 | 10,349 | 27.0% | $66.14万 | 加仓 |
| PHYL | PGIM ETF TR | $235.52万 | 1.90% | 68,012 | 5,166 | 8.2% | $17.89万 | 加仓 |
| IVV | ISHARES TR | $182.05万 | 1.47% | 2,787 | -170 | -5.7% | -$11.10万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $150.82万 | 1.22% | 2,524 | 2,098 | 492.5% | $125.37万 | 加仓 |
| AGG | ISHARES TR | $144.64万 | 1.17% | 14,570 | 11,742 | 415.2% | $116.56万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $134.00万 | 1.08% | 6,830 | 6,830 | — | $134.00万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $112.37万 | 0.91% | 45,327 | 45,327 | — | $112.37万 | 新建仓 |
| ALLW | SSGA ACTIVE TR | $106.82万 | 0.86% | 37,027 | -50,657 | -57.8% | -$146.15万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $93.66万 | 0.76% | 35,611 | -16,088 | -31.1% | -$42.31万 | 减仓 |
| — | DBX ETF TR | $88.50万 | 0.71% | 35,926 | 35,926 | — | $88.50万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $58.53万 | 0.47% | 11,709 | 11,709 | — | $58.53万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $47.02万 | 0.38% | 3,538 | 1,213 | 52.2% | $16.12万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.38万 | 0.29% | 544 | 176 | 47.8% | $11.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $22.16万 | 0.18% | 384 | -200 | -34.2% | -$11.54万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $20.13万 | 0.16% | 700 | -146 | -17.3% | -$4.20万 | 减仓 |
| — | SSGA ACTIVE TR | $0 | 0.00% | 0 | -39,021 | -100.0% | -$126.45万 | 清仓 |
| PRIV | SSGA ACTIVE TR | $0 | 0.00% | 0 | -42,858 | -100.0% | -$108.92万 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -25,457 | -100.0% | -$91.80万 | 清仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -5,686 | -100.0% | -$58.24万 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -21,478 | -100.0% | -$53.31万 | 清仓 |
| VB | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,499 | -100.0% | -$38.67万 | 清仓 |
| RWO | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -6,886 | -100.0% | -$31.00万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -7,811 | -100.0% | -$30.39万 | 清仓 |
| EMHY | ISHARES INC | $0 | 0.00% | 0 | -7,130 | -100.0% | -$28.78万 | 清仓 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -2,772 | -100.0% | -$27.81万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,392 | -100.0% | -$27.13万 | 清仓 |
| — | BLACKROCK FLOATING RATE INC | $0 | 0.00% | 0 | -20,481 | -100.0% | -$23.20万 | 清仓 |