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 |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ETF TR | $772.20万 | 5.28% | 155,999 | 17,836 | 12.9% | $88.29万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $669.16万 | 4.58% | 184,494 | 19,225 | 11.6% | $69.73万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $582.14万 | 3.98% | 127,605 | 12,461 | 10.8% | $56.85万 | 加仓 |
| GOOGL | ALPHABET INC | $566.44万 | 3.87% | 19,698 | 758 | 4.0% | $21.80万 | 加仓 |
| MSFT | MICROSOFT CORP | $462.31万 | 3.16% | 12,489 | 7,370 | 144.0% | $272.82万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $442.31万 | 3.02% | 25,362 | 779 | 3.2% | $13.59万 | 加仓 |
| AAPL | APPLE INC | $436.17万 | 2.98% | 17,186 | 474 | 2.8% | $12.03万 | 加仓 |
| AMZN | AMAZON COM INC | $422.91万 | 2.89% | 20,306 | 2,529 | 14.2% | $52.67万 | 加仓 |
| AVGO | BROADCOM INC | $420.63万 | 2.88% | 13,590 | 941 | 7.4% | $29.13万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $412.36万 | 2.82% | 74,649 | 3,772 | 5.3% | $20.84万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $319.69万 | 2.19% | 85,939 | 18,401 | 27.2% | $68.45万 | 加仓 |
| IQLT | ISHARES TR | $307.14万 | 2.10% | 66,438 | 15,106 | 29.4% | $69.83万 | 加仓 |
| GLW | CORNING INC | $266.53万 | 1.82% | 19,602 | 736 | 3.9% | $10.01万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $264.47万 | 1.81% | 52,768 | 4,284 | 8.8% | $21.47万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $259.62万 | 1.78% | 68,321 | 6,966 | 11.4% | $26.47万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $255.16万 | 1.74% | 20,782 | 1,270 | 6.5% | $15.59万 | 加仓 |
| META | META PLATFORMS INC | $241.85万 | 1.65% | 4,227 | 505 | 13.6% | $28.89万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $227.18万 | 1.55% | 63,175 | 11,866 | 23.1% | $42.67万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $201.17万 | 1.38% | 2,019 | 57 | 2.9% | $5.68万 | 加仓 |
| IWD | ISHARES TR | $198.82万 | 1.36% | 9,305 | 23 | 0.2% | $4,914 | 加仓 |
| IWF | ISHARES TR | $194.74万 | 1.33% | 4,567 | -22 | -0.5% | -$9,381 | 减仓 |
| VOO | VANGUARD INDEX FDS | $178.94万 | 1.22% | 2,995 | -1 | -0.0% | -$597 | 减仓 |
| WMT | WALMART INC | $171.10万 | 1.17% | 13,767 | 273 | 2.0% | $3.39万 | 加仓 |
| DE | DEERE & CO | $157.84万 | 1.08% | 2,802 | 137 | 5.1% | $7.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $149.78万 | 1.02% | 23,375 | 1,863 | 8.7% | $11.94万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $148.47万 | 1.02% | 7,567 | 6 | 0.1% | $1,177 | 加仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $146.37万 | 1.00% | 29,116 | 3,032 | 11.6% | $15.24万 | 加仓 |
| GOOG | ALPHABET INC | $145.65万 | 1.00% | 5,077 | 3 | 0.1% | $861 | 加仓 |
| IWS | ISHARES TR | $141.63万 | 0.97% | 9,718 | 187 | 2.0% | $2.73万 | 加仓 |
| EIX | EDISON INTL | $126.72万 | 0.87% | 17,316 | 147 | 0.9% | $1.08万 | 加仓 |
| ENB | ENBRIDGE INC | $118.18万 | 0.81% | 21,829 | 120 | 0.6% | $6,497 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $107.69万 | 0.74% | 3,188 | -399 | -11.1% | -$13.48万 | 减仓 |
| IEFA | ISHARES TR | $106.41万 | 0.73% | 11,755 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $105.48万 | 0.72% | 5,185 | 500 | 10.7% | $10.17万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $96.54万 | 0.66% | 37,435 | 228 | 0.6% | $5,880 | 加仓 |
| CVX | CHEVRON CORPORATION | $93.15万 | 0.64% | 4,502 | 264 | 6.2% | $5.46万 | 加仓 |
| AGG | ISHARES TR | $92.48万 | 0.63% | 9,316 | -39 | -0.4% | -$3,872 | 减仓 |
| ITA | ISHARES TR | $92.31万 | 0.63% | 4,220 | 2 | 0.0% | $438 | 加仓 |
| IWP | ISHARES TR | $85.66万 | 0.59% | 6,686 | 161 | 2.5% | $2.06万 | 加仓 |
| GE | GE AEROSPACE | $83.52万 | 0.57% | 2,943 | 222 | 8.2% | $6.30万 | 加仓 |
| AMGN | AMGEN INC | $82.97万 | 0.57% | 2,358 | 125 | 5.6% | $4.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $81.86万 | 0.56% | 16,306 | 791 | 5.1% | $3.97万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $81.67万 | 0.56% | 965 | 4 | 0.4% | $3,385 | 加仓 |
| VUG | VANGUARD INDEX FDS | $80.89万 | 0.55% | 1,852 | 60 | 3.3% | $2.62万 | 加仓 |
| V | VISA INC | $79.95万 | 0.55% | 2,645 | 190 | 7.7% | $5.74万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $77.00万 | 0.53% | 2,618 | 410 | 18.6% | $12.06万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $75.40万 | 0.52% | 19,926 | 46 | 0.2% | $1,741 | 加仓 |
| CRWV | COREWEAVE INC | $69.62万 | 0.48% | 8,987 | 3,600 | 66.8% | $27.89万 | 加仓 |
| VO | VANGUARD INDEX FDS | $68.89万 | 0.47% | 2,399 | 7 | 0.3% | $2,010 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $68.65万 | 0.47% | 16,138 | 0 | 0.0% | — | 不变 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $66.69万 | 0.46% | 24,490 | 199 | 0.8% | $5,419 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $65.68万 | 0.45% | 29,400 | 208 | 0.7% | $4,647 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $65.42万 | 0.45% | 16,278 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $65.31万 | 0.45% | 1,986 | 11 | 0.6% | $3,617 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $62.52万 | 0.43% | 4,774 | 11 | 0.2% | $1,441 | 加仓 |
| ETR | ENTERGY CORP NEW | $62.05万 | 0.42% | 5,522 | 23 | 0.4% | $2,584 | 加仓 |
| VTI | VANGUARD INDEX FDS | $60.43万 | 0.41% | 1,884 | 6 | 0.3% | $1,924 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $59.81万 | 0.41% | 22,775 | 132 | 0.6% | $3,466 | 加仓 |
| TSLA | TESLA INC | $58.36万 | 0.40% | 1,570 | -19 | -1.2% | -$7,063 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $57.69万 | 0.39% | 2,909 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $55.58万 | 0.38% | 9,806 | 61 | 0.6% | $3,458 | 加仓 |
| CB | CHUBB LTD SWITZ | $54.91万 | 0.38% | 1,685 | 6 | 0.4% | $1,955 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $54.53万 | 0.37% | 5,543 | -4 | -0.1% | -$394 | 减仓 |
| VLO | VALERO ENERGY CORP | $54.05万 | 0.37% | 2,187 | 1 | 0.0% | $247 | 加仓 |
| SO | SOUTHERN CO | $52.70万 | 0.36% | 5,460 | -22 | -0.4% | -$2,123 | 减仓 |
| LLY | ELI LILLY & CO | $51.75万 | 0.35% | 563 | 82 | 17.0% | $7.54万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $50.83万 | 0.35% | 1,302 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $49.88万 | 0.34% | 3,453 | 267 | 8.4% | $3.86万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $49.68万 | 0.34% | 8,948 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $49.61万 | 0.34% | 52,336 | 365 | 0.7% | $3,460 | 加仓 |
| TXN | TEXAS INSTRS INC | $48.29万 | 0.33% | 2,487 | 9 | 0.4% | $1,748 | 加仓 |
| SHOP | SHOPIFY INC | $47.42万 | 0.32% | 3,998 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.69万 | 0.31% | 523 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $45.64万 | 0.31% | 2,847 | 1,692 | 146.5% | $27.13万 | 加仓 |
| IYE | ISHARES TR | $44.96万 | 0.31% | 6,941 | 17 | 0.2% | $1,101 | 加仓 |
| C | CITIGROUP INC | $44.62万 | 0.31% | 3,934 | 3,934 | — | $44.62万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.41万 | 0.30% | 683 | 2 | 0.3% | $1,300 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $44.36万 | 0.30% | 1,639 | 11 | 0.7% | $2,977 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $42.83万 | 0.29% | 1,752 | 128 | 7.9% | $3.13万 | 加仓 |
| TFC | TRUIST FINL CORP | $42.45万 | 0.29% | 9,235 | 768 | 9.1% | $3.53万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $42.15万 | 0.29% | 1,069 | 1,069 | — | $42.15万 | 新建仓 |
| SPH | SUBURBAN PROPANE PARTNERS L | $42.11万 | 0.29% | 21,386 | 36 | 0.2% | $709 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $41.76万 | 0.29% | 7,727 | 729 | 10.4% | $3.94万 | 加仓 |
| MBB | ISHARES TR | $40.53万 | 0.28% | 4,269 | 21 | 0.5% | $1,994 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $40.50万 | 0.28% | 2,769 | 375 | 15.7% | $5.49万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $40.01万 | 0.27% | 2,128 | 2,128 | — | $40.01万 | 新建仓 |
| WMB | WILLIAMS COS INC | $39.99万 | 0.27% | 5,495 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $39.80万 | 0.27% | 6,799 | 27 | 0.4% | $1,581 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.50万 | 0.27% | 1,630 | 3 | 0.2% | $727 | 加仓 |
| IJR | ISHARES TR | $39.19万 | 0.27% | 3,153 | 4 | 0.1% | $497 | 加仓 |
| ABBV | ABBVIE INC | $38.86万 | 0.27% | 1,787 | 5 | 0.3% | $1,087 | 加仓 |
| ORCL | ORACLE CORP | $38.68万 | 0.26% | 2,629 | 845 | 47.4% | $12.43万 | 加仓 |
| IEMG | ISHARES INC | $38.53万 | 0.26% | 5,524 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $38.12万 | 0.26% | 1,066 | 3 | 0.3% | $1,073 | 加仓 |
| IJH | ISHARES TR | $37.65万 | 0.26% | 5,575 | 5 | 0.1% | $338 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $37.44万 | 0.26% | 3,984 | 744 | 23.0% | $6.99万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $37.39万 | 0.26% | 342 | 342 | — | $37.39万 | 新建仓 |
| MCK | MCKESSON CORP | $37.04万 | 0.25% | 428 | 428 | — | $37.04万 | 新建仓 |
| BX | BLACKSTONE INC | $36.82万 | 0.25% | 3,202 | 969 | 43.4% | $11.14万 | 加仓 |
| QQQ | INVESCO QQQ TR | $36.18万 | 0.25% | 627 | -7 | -1.1% | -$4,040 | 减仓 |