Clearwave Capital, LLC
UPLAND CA · SEC CIK 0002111821
$1.81亿2026Q2 申报市值
166持仓数
33.0%前十大占比 · 第一大 4.2%
19 / 3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
AVGO 加仓+$117.85万
FENI 加仓+$82.15万
IQLT 加仓+$81.50万
FBND 加仓+$73.54万
AMAT 新建仓+$50.90万
2026Q2 卖出最多 按季末市值估算
PULS 减仓-$119.05万
VOO 减仓-$60.98万
JEPI 减仓-$29.93万
AGG 减仓-$25.89万
EXXON MOBIL CORP 清仓-$23.42万
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,381 | -100.0% | -$23.42万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -3,864 | -100.0% | -$22.81万 | 清仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -2,422 | -100.0% | -$20.04万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $12.77万 | 0.07% | 13,500 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $17.55万 | 0.10% | 13,060 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $20.03万 | 0.11% | 2,282 | 11 | 0.5% | $965 | 加仓 |
| PFF | ISHARES TR | $20.11万 | 0.11% | 6,594 | 0 | 0.0% | — | 重新持有 |
| VOOG | VANGUARD ADMIRAL FDS INC | $20.38万 | 0.11% | 2,466 | 2,466 | — | $20.38万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $20.44万 | 0.11% | 1,019 | 1,019 | — | $20.44万 | 新建仓 |
| PEP | PEPSICO INC | $20.55万 | 0.11% | 1,518 | 1,518 | — | $20.55万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $20.55万 | 0.11% | 608 | 2 | 0.3% | $676 | 重新持有 |
| BA | BOEING CO | $20.89万 | 0.12% | 965 | 35 | 3.8% | $7,576 | 重新持有 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $20.90万 | 0.12% | 3,970 | 21 | 0.5% | $1,106 | 加仓 |
| VB | VANGUARD INDEX FDS | $20.98万 | 0.12% | 692 | 692 | — | $20.98万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $21.51万 | 0.12% | 5,849 | 0 | 0.0% | — | 重新持有 |
| RY | ROYAL BK CDA | $21.54万 | 0.12% | 1,041 | 1,041 | — | $21.54万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $21.56万 | 0.12% | 847 | 847 | — | $21.56万 | 新建仓 |
| BNY | BANK OF NY MELLON CORP | $21.73万 | 0.12% | 1,503 | 1,503 | — | $21.73万 | 新建仓 |
| MRK | MERCK & CO INC | $22.01万 | 0.12% | 1,713 | 1,713 | — | $22.01万 | 新建仓 |
| F | FORD MTR CO | $22.08万 | 0.12% | 15,884 | 15,884 | — | $22.08万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $22.22万 | 0.12% | 5,831 | -3,490 | -37.4% | -$13.30万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $22.44万 | 0.12% | 3,110 | 3,110 | — | $22.44万 | 新建仓 |
| NFLX | NETFLIX INC. | $22.73万 | 0.13% | 3,183 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $22.91万 | 0.13% | 2,483 | -1,501 | -37.7% | -$13.85万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.16万 | 0.13% | 1,693 | 44 | 2.7% | $6,020 | 加仓 |
| BMI | BADGER METER INC | $23.19万 | 0.13% | 1,563 | 4 | 0.3% | $594 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $23.34万 | 0.13% | 1,826 | 2 | 0.1% | $256 | 加仓 |
| ADI | ANALOG DEVICES INC | $23.68万 | 0.13% | 596 | 596 | — | $23.68万 | 新建仓 |
| IGSB | ISHARES TR | $23.90万 | 0.13% | 4,560 | -1,026 | -18.4% | -$5.38万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $24.12万 | 0.13% | 473 | 87 | 22.5% | $4.44万 | 加仓 |
| MUB | ISHARES TR | $24.41万 | 0.13% | 2,268 | 18 | 0.8% | $1,937 | 加仓 |
| LOW | LOWES COS INC | $24.43万 | 0.13% | 1,108 | 1,108 | — | $24.43万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $24.78万 | 0.14% | 2,476 | 25 | 1.0% | $2,502 | 加仓 |
| MCD | MCDONALDS CORP | $25.09万 | 0.14% | 928 | 229 | 32.8% | $6.19万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $25.45万 | 0.14% | 4,507 | -5,299 | -54.0% | -$29.93万 | 减仓 |
| WM | WASTE MGMT INC DEL | $25.60万 | 0.14% | 1,149 | 1,149 | — | $25.60万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $25.63万 | 0.14% | 948 | 948 | — | $25.63万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $25.71万 | 0.14% | 560 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $27.14万 | 0.15% | 4,664 | -2,135 | -31.4% | -$12.43万 | 减仓 |
| RIO | RIO TINTO PLC | $27.43万 | 0.15% | 2,889 | 6 | 0.2% | $570 | 加仓 |
| VXUS | VANGUARD STAR FDS | $27.72万 | 0.15% | 3,243 | 15 | 0.5% | $1,282 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $27.72万 | 0.15% | 1,532 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $27.86万 | 0.15% | 497 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $27.90万 | 0.15% | 1,179 | 5 | 0.4% | $1,183 | 加仓 |
| ARCC | ARES CAPITAL CORP | $28.02万 | 0.15% | 15,120 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $28.04万 | 0.15% | 2,796 | 2,796 | — | $28.04万 | 新建仓 |
| MBB | ISHARES TR | $28.12万 | 0.16% | 2,975 | -1,294 | -30.3% | -$12.23万 | 减仓 |
| EQIX | EQUINIX INC | $28.28万 | 0.16% | 271 | 1 | 0.4% | $1,044 | 加仓 |
| EMR | EMERSON ELEC CO | $28.50万 | 0.16% | 1,991 | 7 | 0.4% | $1,002 | 加仓 |
| IWO | ISHARES TR | $28.67万 | 0.16% | 728 | 1 | 0.1% | $394 | 加仓 |
| ADBE | ADOBE INC | $29.34万 | 0.16% | 1,431 | 277 | 24.0% | $5.68万 | 加仓 |
| IWN | ISHARES TR | $31.64万 | 0.17% | 1,430 | 4 | 0.3% | $885 | 加仓 |
| BLK | BLACKROCK INC | $31.83万 | 0.18% | 331 | 331 | — | $31.83万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $33.45万 | 0.18% | 4,122 | 741 | 21.9% | $6.01万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $33.61万 | 0.19% | 2,655 | 53 | 2.0% | $6,709 | 加仓 |
| PWR | QUANTA SVCS INC | $34.64万 | 0.19% | 481 | 481 | — | $34.64万 | 新建仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $35.02万 | 0.19% | 6,564 | 6,564 | — | $35.02万 | 新建仓 |
| MMM | 3M CO | $35.25万 | 0.19% | 2,177 | 8 | 0.4% | $1,295 | 加仓 |
| IVW | ISHARES TR | $35.40万 | 0.20% | 2,574 | 2 | 0.1% | $275 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $36.39万 | 0.20% | 3,119 | 350 | 12.6% | $4.08万 | 加仓 |
| IEMG | ISHARES INC | $36.62万 | 0.20% | 4,420 | -1,104 | -20.0% | -$9.15万 | 减仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $36.63万 | 0.20% | 21,423 | 37 | 0.2% | $633 | 加仓 |
| CAT | CATERPILLAR INC | $36.95万 | 0.20% | 347 | 1 | 0.3% | $1,065 | 加仓 |
| MCK | MCKESSON CORP | $37.50万 | 0.21% | 496 | 68 | 15.9% | $5.14万 | 加仓 |
| IJH | ISHARES TR | $38.85万 | 0.21% | 5,039 | -536 | -9.6% | -$4.13万 | 减仓 |
| LRN | STRIDE INC | $38.88万 | 0.21% | 4,508 | 548 | 13.8% | $4.73万 | 加仓 |
| QCOM | QUALCOMM INC | $38.90万 | 0.21% | 2,105 | 304 | 16.9% | $5.62万 | 加仓 |
| IJR | ISHARES TR | $39.05万 | 0.22% | 2,633 | -520 | -16.5% | -$7.71万 | 减仓 |
| IYE | ISHARES TR | $39.39万 | 0.22% | 6,960 | 19 | 0.3% | $1,075 | 加仓 |
| WMB | WILLIAMS COS INC | $40.85万 | 0.23% | 5,495 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $42.01万 | 0.23% | 1,670 | -117 | -6.5% | -$2.94万 | 减仓 |
| APG | API GROUP CORP | $42.49万 | 0.23% | 10,034 | 1,336 | 15.4% | $5.66万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $42.85万 | 0.24% | 3,971 | 612 | 18.2% | $6.60万 | 加仓 |
| ETN | EATON CORP PLC | $45.53万 | 0.25% | 1,068 | 2 | 0.2% | $853 | 加仓 |
| BX | BLACKSTONE INC | $45.76万 | 0.25% | 3,888 | 686 | 21.4% | $8.07万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.17万 | 0.25% | 7,735 | 8 | 0.1% | $478 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.28万 | 0.26% | 628 | 1 | 0.2% | $737 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.44万 | 0.26% | 1,652 | 22 | 1.3% | $6,185 | 加仓 |
| VSEC | VSE CORP | $48.08万 | 0.27% | 2,104 | 359 | 20.6% | $8.20万 | 加仓 |
| ORCL | ORACLE CORP | $48.63万 | 0.27% | 3,319 | 690 | 26.2% | $10.11万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $49.13万 | 0.27% | 355 | 13 | 3.8% | $1.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.91万 | 0.28% | 1,965 | 213 | 12.2% | $5.41万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $50.00万 | 0.28% | 53,246 | 910 | 1.7% | $8,545 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.90万 | 0.28% | 704 | 704 | — | $50.90万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $51.11万 | 0.28% | 2,363 | 235 | 11.0% | $5.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.12万 | 0.28% | 684 | 1 | 0.1% | $747 | 加仓 |
| TFC | TRUIST FINL CORP | $53.10万 | 0.29% | 10,659 | 1,424 | 15.4% | $7.09万 | 加仓 |
| VO | VANGUARD INDEX FDS | $55.26万 | 0.30% | 6,859 | -2,737 | -28.5% | -$22.05万 | 减仓 |
| CSCO | CISCO SYS INC | $56.06万 | 0.31% | 4,773 | 580 | 13.8% | $6.81万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $56.47万 | 0.31% | 21,570 | -1,205 | -5.3% | -$3.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $56.85万 | 0.31% | 3,877 | 424 | 12.3% | $6.22万 | 加仓 |
| VLO | VALERO ENERGY CORP | $57.01万 | 0.31% | 2,189 | 2 | 0.1% | $521 | 加仓 |
| CB | CHUBB LIMITED | $57.57万 | 0.32% | 1,690 | 5 | 0.3% | $1,703 | 加仓 |
| SO | SOUTHERN CO | $57.59万 | 0.32% | 6,017 | 557 | 10.2% | $5.33万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.04万 | 0.32% | 9,444 | 496 | 5.5% | $3.05万 | 加仓 |
| XSD | SPDR SERIES TRUST | $59.30万 | 0.33% | 951 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $60.17万 | 0.33% | 22,015 | -2,475 | -10.1% | -$6.76万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $60.95万 | 0.34% | 5,670 | 127 | 2.3% | $1.37万 | 加仓 |
| HD | HOME DEPOT INC | $61.58万 | 0.34% | 1,746 | -240 | -12.1% | -$8.46万 | 减仓 |
| C | CITIGROUP INC | $61.77万 | 0.34% | 4,414 | 480 | 12.2% | $6.72万 | 加仓 |