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 |
|---|---|---|---|---|---|---|---|---|
| FELC | FIDELITY COVINGTON TRUST | $767.47万 | 4.23% | 183,123 | -1,371 | -0.7% | -$5.75万 | 减仓 |
| GOOGL | ALPHABET INC | $715.94万 | 3.95% | 20,033 | 335 | 1.7% | $11.97万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $654.01万 | 3.61% | 143,771 | 16,166 | 12.7% | $73.54万 | 加仓 |
| PULS | PGIM ETF TR | $653.92万 | 3.61% | 131,973 | -24,026 | -15.4% | -$119.05万 | 减仓 |
| AVGO | BROADCOM INC | $631.20万 | 3.48% | 16,710 | 3,120 | 23.0% | $117.85万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $552.22万 | 3.04% | 27,598 | 2,236 | 8.8% | $44.74万 | 加仓 |
| GLW | CORNING INC | $522.23万 | 2.88% | 20,445 | 843 | 4.3% | $21.53万 | 加仓 |
| AAPL | APPLE INC | $508.54万 | 2.80% | 17,574 | 388 | 2.3% | $11.23万 | 加仓 |
| AMZN | AMAZON COM INC | $503.80万 | 2.78% | 21,138 | 832 | 4.1% | $19.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $475.32万 | 2.62% | 12,742 | 253 | 2.0% | $9.44万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $436.93万 | 2.41% | 72,472 | -2,177 | -2.9% | -$13.13万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $427.03万 | 2.35% | 106,411 | 20,472 | 23.8% | $82.15万 | 加仓 |
| IQLT | ISHARES TR | $410.70万 | 2.26% | 82,885 | 16,447 | 24.8% | $81.50万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $386.19万 | 2.13% | 3,346 | 158 | 5.0% | $18.24万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $379.02万 | 2.09% | 22,311 | 1,529 | 7.4% | $25.97万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $353.13万 | 1.95% | 73,128 | 4,807 | 7.0% | $23.21万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $323.87万 | 1.79% | 52,145 | -623 | -1.2% | -$3.87万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $302.81万 | 1.67% | 74,620 | 11,445 | 18.1% | $46.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $301.20万 | 1.66% | 5,185 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $278.46万 | 1.54% | 4,944 | 717 | 17.0% | $40.38万 | 加仓 |
| IWF | ISHARES TR | $226.98万 | 1.25% | 18,280 | 12 | 0.1% | $1,490 | 加仓 |
| IWD | ISHARES TR | $215.31万 | 1.19% | 8,881 | -424 | -4.6% | -$10.28万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $194.77万 | 1.07% | 2,082 | 63 | 3.1% | $5.89万 | 加仓 |
| DE | DEERE & CO | $192.30万 | 1.06% | 3,032 | 230 | 8.2% | $14.59万 | 加仓 |
| GOOG | ALPHABET INC | $179.51万 | 0.99% | 5,080 | 3 | 0.1% | $1,060 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $165.21万 | 0.91% | 23,187 | -188 | -0.8% | -$1.34万 | 减仓 |
| FLTB | FIDELITY MERRIMACK STR TR | $161.62万 | 0.89% | 32,240 | 3,124 | 10.7% | $15.66万 | 加仓 |
| WMT | WALMART INC | $159.13万 | 0.88% | 14,050 | 283 | 2.1% | $3.21万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $152.13万 | 0.84% | 6,981 | -586 | -7.7% | -$12.77万 | 减仓 |
| IWS | ISHARES TR | $150.38万 | 0.83% | 9,136 | -582 | -6.0% | -$9.58万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $144.68万 | 0.80% | 2,107 | -888 | -29.6% | -$60.98万 | 减仓 |
| GE | GE AEROSPACE | $131.05万 | 0.72% | 3,506 | 563 | 19.1% | $21.04万 | 加仓 |
| EIX | EDISON INTL | $129.92万 | 0.72% | 17,451 | 135 | 0.8% | $1.01万 | 加仓 |
| ENB | ENBRIDGE INC | $119.44万 | 0.66% | 22,033 | 204 | 0.9% | $1.11万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $113.42万 | 0.63% | 3,326 | 479 | 16.8% | $16.33万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $106.65万 | 0.59% | 3,258 | 640 | 24.4% | $20.95万 | 加仓 |
| V | VISA INC | $102.79万 | 0.57% | 2,996 | 351 | 13.3% | $12.04万 | 加仓 |
| ITA | ISHARES TR | $102.35万 | 0.56% | 4,222 | 2 | 0.0% | $485 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $99.36万 | 0.55% | 1,302 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $97.99万 | 0.54% | 6,693 | 7 | 0.1% | $1,025 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $96.27万 | 0.53% | 952 | -13 | -1.3% | -$1.31万 | 减仓 |
| AMGN | AMGEN INC | $91.54万 | 0.50% | 2,528 | 170 | 7.2% | $6.16万 | 加仓 |
| IEFA | ISHARES TR | $91.28万 | 0.50% | 9,451 | -2,304 | -19.6% | -$22.25万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $90.03万 | 0.50% | 10,451 | -661 | -5.9% | -$5.69万 | 减仓 |
| CRWV | COREWEAVE INC | $89.46万 | 0.49% | 8,987 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $87.81万 | 0.48% | 2,948 | 1 | 0.0% | $298 | 加仓 |
| GEV | GE VERNOVA INC | $85.13万 | 0.47% | 725 | 202 | 38.6% | $23.72万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $84.48万 | 0.47% | 32,834 | -4,601 | -12.3% | -$11.84万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $82.94万 | 0.46% | 16,830 | 692 | 4.3% | $3.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $82.29万 | 0.45% | 4,965 | 463 | 10.3% | $7.67万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $80.93万 | 0.45% | 17,147 | 869 | 5.3% | $4.10万 | 加仓 |
| LLY | ELI LILLY & CO | $79.58万 | 0.44% | 663 | 100 | 17.8% | $12.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $74.36万 | 0.41% | 17,562 | 1,256 | 7.7% | $5.32万 | 加仓 |
| TXN | TEXAS INSTRS INC | $74.35万 | 0.41% | 2,495 | 8 | 0.3% | $2,384 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $73.87万 | 0.41% | 20,095 | 169 | 0.8% | $6,212 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $73.72万 | 0.41% | 764 | 81 | 11.9% | $7.82万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $72.59万 | 0.40% | 1,177 | 108 | 10.1% | $6.66万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $69.89万 | 0.39% | 4,784 | 10 | 0.2% | $1,461 | 加仓 |
| VTI | VANGUARD INDEX FDS | $69.89万 | 0.39% | 1,889 | 5 | 0.3% | $1,850 | 加仓 |
| KLAC | KLA CORP | $69.71万 | 0.38% | 2,311 | 811 | 54.1% | $24.46万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $68.49万 | 0.38% | 1,648 | 9 | 0.5% | $3,740 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $66.63万 | 0.37% | 2,938 | 29 | 1.0% | $6,577 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $66.37万 | 0.37% | 29,774 | 374 | 1.3% | $8,336 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $66.35万 | 0.37% | 7,695 | 687 | 9.8% | $5.92万 | 加仓 |
| AGG | ISHARES TR | $66.33万 | 0.37% | 6,701 | -2,615 | -28.1% | -$25.89万 | 减仓 |
| TSLA | TESLA INC | $66.03万 | 0.36% | 1,570 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $63.69万 | 0.35% | 5,545 | 23 | 0.4% | $2,642 | 加仓 |
| SHOP | SHOPIFY INC | $62.21万 | 0.34% | 5,448 | 1,450 | 36.3% | $16.56万 | 加仓 |
| URI | UNITED RENTALS INC | $61.98万 | 0.34% | 547 | 148 | 37.1% | $16.77万 | 加仓 |
| C | CITIGROUP INC | $61.77万 | 0.34% | 4,414 | 480 | 12.2% | $6.72万 | 加仓 |
| HD | HOME DEPOT INC | $61.58万 | 0.34% | 1,746 | -240 | -12.1% | -$8.46万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $60.95万 | 0.34% | 5,670 | 127 | 2.3% | $1.37万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $60.17万 | 0.33% | 22,015 | -2,475 | -10.1% | -$6.76万 | 减仓 |
| XSD | SPDR SERIES TRUST | $59.30万 | 0.33% | 951 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $58.04万 | 0.32% | 9,444 | 496 | 5.5% | $3.05万 | 加仓 |
| SO | SOUTHERN CO | $57.59万 | 0.32% | 6,017 | 557 | 10.2% | $5.33万 | 加仓 |
| CB | CHUBB LIMITED | $57.57万 | 0.32% | 1,690 | 5 | 0.3% | $1,703 | 加仓 |
| VLO | VALERO ENERGY CORP | $57.01万 | 0.31% | 2,189 | 2 | 0.1% | $521 | 加仓 |
| PG | PROCTER & GAMBLE CO | $56.85万 | 0.31% | 3,877 | 424 | 12.3% | $6.22万 | 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 |
| CSCO | CISCO SYS INC | $56.06万 | 0.31% | 4,773 | 580 | 13.8% | $6.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $55.26万 | 0.30% | 6,859 | -2,737 | -28.5% | -$22.05万 | 减仓 |
| TFC | TRUIST FINL CORP | $53.10万 | 0.29% | 10,659 | 1,424 | 15.4% | $7.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $51.12万 | 0.28% | 684 | 1 | 0.1% | $747 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $51.11万 | 0.28% | 2,363 | 235 | 11.0% | $5.08万 | 加仓 |
| AMAT | APPLIED MATLS INC | $50.90万 | 0.28% | 704 | 704 | — | $50.90万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $50.00万 | 0.28% | 53,246 | 910 | 1.7% | $8,545 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $49.91万 | 0.28% | 1,965 | 213 | 12.2% | $5.41万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $49.13万 | 0.27% | 355 | 13 | 3.8% | $1.80万 | 加仓 |
| ORCL | ORACLE CORP | $48.63万 | 0.27% | 3,319 | 690 | 26.2% | $10.11万 | 加仓 |
| VSEC | VSE CORP | $48.08万 | 0.27% | 2,104 | 359 | 20.6% | $8.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $46.44万 | 0.26% | 1,652 | 22 | 1.3% | $6,185 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.28万 | 0.26% | 628 | 1 | 0.2% | $737 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.17万 | 0.25% | 7,735 | 8 | 0.1% | $478 | 加仓 |
| BX | BLACKSTONE INC | $45.76万 | 0.25% | 3,888 | 686 | 21.4% | $8.07万 | 加仓 |
| ETN | EATON CORP PLC | $45.53万 | 0.25% | 1,068 | 2 | 0.2% | $853 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $42.85万 | 0.24% | 3,971 | 612 | 18.2% | $6.60万 | 加仓 |
| APG | API GROUP CORP | $42.49万 | 0.23% | 10,034 | 1,336 | 15.4% | $5.66万 | 加仓 |
| ABBV | ABBVIE INC | $42.01万 | 0.23% | 1,670 | -117 | -6.5% | -$2.94万 | 减仓 |
| WMB | WILLIAMS COS INC | $40.85万 | 0.23% | 5,495 | 0 | 0.0% | — | 不变 |