Clearwave Capital, LLC
UPLAND CA · SEC CIK 0002111821
$1.46亿2026Q1 申报市值
146持仓数
35.5%前十大占比 · 第一大 5.3%
21 / 9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
MSFT 加仓+$272.82万
PULS 加仓+$88.29万
IQLT 加仓+$69.83万
FELC 加仓+$69.73万
FENI 加仓+$68.45万
2026Q1 卖出最多 按季末市值估算
CRDO 清仓-$70.79万
COHR 清仓-$68.57万
MTZ 清仓-$49.23万
DELL 清仓-$35.90万
WAB 清仓-$33.78万
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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP | $0 | 0.00% | 0 | -4,920 | -100.0% | -$70.79万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -3,715 | -100.0% | -$68.57万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -2,265 | -100.0% | -$49.23万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,852 | -100.0% | -$35.90万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1,583 | -100.0% | -$33.78万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES | $0 | 0.00% | 0 | -1,229 | -100.0% | -$31.56万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -612 | -100.0% | -$27.30万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -2,733 | -100.0% | -$21.77万 | 清仓 |
| PFF | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -101 | -100.0% | -$20.34万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LWLG | LIGHTWAVE LOGIC INC | $9.49万 | 0.06% | 13,500 | 13,500 | — | $9.49万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $14.03万 | 0.10% | 13,060 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $20.00万 | 0.14% | 1,824 | 1,824 | — | $20.00万 | 新建仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $20.04万 | 0.14% | 2,422 | 12 | 0.5% | $993 | 加仓 |
| NEE | NEXTERA ENERGY INC | $21.10万 | 0.14% | 2,271 | 2,271 | — | $21.10万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $21.11万 | 0.14% | 497 | -76 | -13.3% | -$3.23万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $21.62万 | 0.15% | 1,649 | 1,649 | — | $21.62万 | 新建仓 |
| MCD | MCDONALDS CORP | $21.71万 | 0.15% | 699 | 699 | — | $21.71万 | 新建仓 |
| KLAC | KLA CORP | $22.13万 | 0.15% | 150 | 150 | — | $22.13万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $22.22万 | 0.15% | 2,451 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $22.81万 | 0.16% | 3,864 | -99 | -2.5% | -$5,843 | 减仓 |
| IWO | ISHARES TR | $22.81万 | 0.16% | 727 | 35 | 5.1% | $1.10万 | 加仓 |
| QCOM | QUALCOMM INC | $23.19万 | 0.16% | 1,801 | 349 | 24.0% | $4.49万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $23.36万 | 0.16% | 386 | 386 | — | $23.36万 | 新建仓 |
| — | EXXON MOBIL CORP | $23.42万 | 0.16% | 1,381 | 1,381 | — | $23.42万 | 新建仓 |
| BMI | BADGER METER INC | $23.75万 | 0.16% | 1,559 | 4 | 0.3% | $609 | 加仓 |
| MUB | ISHARES TR | $23.89万 | 0.16% | 2,250 | 12 | 0.5% | $1,274 | 加仓 |
| CAT | CATERPILLAR INC | $24.54万 | 0.17% | 346 | 346 | — | $24.54万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $24.89万 | 0.17% | 3,228 | 3 | 0.1% | $231 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.25万 | 0.17% | 1,174 | 5 | 0.4% | $1,075 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $25.33万 | 0.17% | 1,532 | 1 | 0.1% | $165 | 加仓 |
| EMR | EMERSON ELEC CO | $26.00万 | 0.18% | 1,984 | 6 | 0.3% | $786 | 加仓 |
| EQIX | EQUINIX INC | $26.47万 | 0.18% | 270 | 1 | 0.4% | $980 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $26.76万 | 0.18% | 683 | 683 | — | $26.76万 | 新建仓 |
| RIO | RIO TINTO PLC | $26.90万 | 0.18% | 2,883 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $27.03万 | 0.18% | 1,426 | 67 | 4.9% | $1.27万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $27.16万 | 0.19% | 560 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $27.25万 | 0.19% | 15,120 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $27.37万 | 0.19% | 3,381 | 540 | 19.0% | $4.37万 | 加仓 |
| ADBE | ADOBE INC | $28.05万 | 0.19% | 1,154 | 1,154 | — | $28.05万 | 新建仓 |
| URI | UNITED RENTALS INC | $29.09万 | 0.20% | 399 | 97 | 32.1% | $7.07万 | 加仓 |
| IVW | ISHARES TR | $29.09万 | 0.20% | 2,572 | 2 | 0.1% | $226 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $29.19万 | 0.20% | 2,947 | 2 | 0.1% | $198 | 加仓 |
| IGSB | ISHARES TR | $29.36万 | 0.20% | 5,586 | 29 | 0.5% | $1,524 | 加仓 |
| NFLX | NETFLIX INC. | $30.60万 | 0.21% | 3,183 | 635 | 24.9% | $6.11万 | 加仓 |
| XSD | SPDR SERIES TRUST | $31.00万 | 0.21% | 951 | 1 | 0.1% | $326 | 加仓 |
| MMM | 3M CO | $31.50万 | 0.22% | 2,169 | 8 | 0.4% | $1,162 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $31.56万 | 0.22% | 7,008 | 7,008 | — | $31.56万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $31.81万 | 0.22% | 3,949 | 3,949 | — | $31.81万 | 新建仓 |
| VSEC | VSE CORP | $32.19万 | 0.22% | 1,745 | 1,745 | — | $32.19万 | 新建仓 |
| CSCO | CISCO SYS INC | $32.54万 | 0.22% | 4,193 | 461 | 12.4% | $3.58万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $32.82万 | 0.22% | 3,359 | 18 | 0.5% | $1,759 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $33.28万 | 0.23% | 9,321 | 70 | 0.8% | $2,499 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $34.07万 | 0.23% | 2,602 | 17 | 0.7% | $2,226 | 加仓 |
| LRN | STRIDE INC | $34.92万 | 0.24% | 3,960 | 3,960 | — | $34.92万 | 新建仓 |
| APG | API GROUP CORP | $35.24万 | 0.24% | 8,698 | 8,698 | — | $35.24万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $36.18万 | 0.25% | 627 | -7 | -1.1% | -$4,040 | 减仓 |
| BX | BLACKSTONE INC | $36.82万 | 0.25% | 3,202 | 969 | 43.4% | $11.14万 | 加仓 |
| MCK | MCKESSON CORP | $37.04万 | 0.25% | 428 | 428 | — | $37.04万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.39万 | 0.26% | 342 | 342 | — | $37.39万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $37.44万 | 0.26% | 3,984 | 744 | 23.0% | $6.99万 | 加仓 |
| IJH | ISHARES TR | $37.65万 | 0.26% | 5,575 | 5 | 0.1% | $338 | 加仓 |
| ETN | EATON CORP PLC | $38.12万 | 0.26% | 1,066 | 3 | 0.3% | $1,073 | 加仓 |
| IEMG | ISHARES INC | $38.53万 | 0.26% | 5,524 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $38.68万 | 0.26% | 2,629 | 845 | 47.4% | $12.43万 | 加仓 |
| ABBV | ABBVIE INC | $38.86万 | 0.27% | 1,787 | 5 | 0.3% | $1,087 | 加仓 |
| IJR | ISHARES TR | $39.19万 | 0.27% | 3,153 | 4 | 0.1% | $497 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.50万 | 0.27% | 1,630 | 3 | 0.2% | $727 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $39.80万 | 0.27% | 6,799 | 27 | 0.4% | $1,581 | 加仓 |
| WMB | WILLIAMS COS INC | $39.99万 | 0.27% | 5,495 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $40.01万 | 0.27% | 2,128 | 2,128 | — | $40.01万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.50万 | 0.28% | 2,769 | 375 | 15.7% | $5.49万 | 加仓 |
| MBB | ISHARES TR | $40.53万 | 0.28% | 4,269 | 21 | 0.5% | $1,994 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.76万 | 0.29% | 7,727 | 729 | 10.4% | $3.94万 | 加仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $42.11万 | 0.29% | 21,386 | 36 | 0.2% | $709 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $42.15万 | 0.29% | 1,069 | 1,069 | — | $42.15万 | 新建仓 |
| TFC | TRUIST FINL CORP | $42.45万 | 0.29% | 9,235 | 768 | 9.1% | $3.53万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.83万 | 0.29% | 1,752 | 128 | 7.9% | $3.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.36万 | 0.30% | 1,639 | 11 | 0.7% | $2,977 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.41万 | 0.30% | 683 | 2 | 0.3% | $1,300 | 加仓 |
| C | CITIGROUP INC | $44.62万 | 0.31% | 3,934 | 3,934 | — | $44.62万 | 新建仓 |
| IYE | ISHARES TR | $44.96万 | 0.31% | 6,941 | 17 | 0.2% | $1,101 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $45.64万 | 0.31% | 2,847 | 1,692 | 146.5% | $27.13万 | 加仓 |
| GEV | GE VERNOVA INC | $45.69万 | 0.31% | 523 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $47.42万 | 0.32% | 3,998 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $48.29万 | 0.33% | 2,487 | 9 | 0.4% | $1,748 | 加仓 |
| RITM | RITHM CAPITAL CORP | $49.61万 | 0.34% | 52,336 | 365 | 0.7% | $3,460 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $49.68万 | 0.34% | 8,948 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $49.88万 | 0.34% | 3,453 | 267 | 8.4% | $3.86万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $50.83万 | 0.35% | 1,302 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $51.75万 | 0.35% | 563 | 82 | 17.0% | $7.54万 | 加仓 |
| SO | SOUTHERN CO | $52.70万 | 0.36% | 5,460 | -22 | -0.4% | -$2,123 | 减仓 |
| VLO | VALERO ENERGY CORP | $54.05万 | 0.37% | 2,187 | 1 | 0.0% | $247 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.53万 | 0.37% | 5,543 | -4 | -0.1% | -$394 | 减仓 |
| CB | CHUBB LTD SWITZ | $54.91万 | 0.38% | 1,685 | 6 | 0.4% | $1,955 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $55.58万 | 0.38% | 9,806 | 61 | 0.6% | $3,458 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $57.69万 | 0.39% | 2,909 | 0 | 0.0% | — | 不变 |