Clear Retirement Advice LLC
SAN MATEO CA · SEC CIK 0002112984
$1.46亿2026Q2 申报市值
54持仓数
68.8%前十大占比 · 第一大 11.1%
0 / 0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
SCHO 加仓+$173.35万
SPDW 加仓+$138.08万
ITOT 加仓+$116.93万
TBLL 加仓+$99.02万
IGSB 加仓+$98.64万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$75.87万
VUG 减仓-$7.43万
VEA 减仓-$4.43万
SCHF 减仓-$3.49万
SCHG 减仓-$2.61万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SCHO | SCHWAB STRATEGIC TR | $1,617.12万 | 11.07% | 669,894 | 71,811 | 12.0% | $173.35万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,555.35万 | 10.65% | 308,661 | 27,402 | 9.7% | $138.08万 | 加仓 |
| ITOT | ISHARES TR | $1,488.64万 | 10.19% | 90,621 | 7,118 | 8.5% | $116.93万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,287.23万 | 8.81% | 121,931 | 9,380 | 8.3% | $99.02万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $842.97万 | 5.77% | 34,691 | 1,980 | 6.1% | $48.11万 | 加仓 |
| IGSB | ISHARES TR | $795.84万 | 5.45% | 151,850 | 18,820 | 14.1% | $98.64万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $716.21万 | 4.90% | 19,585 | 996 | 5.4% | $36.42万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $631.63万 | 4.33% | 105,818 | 8,773 | 9.0% | $52.37万 | 加仓 |
| SGOL | ETFS GOLD TR | $560.01万 | 3.83% | 146,485 | 24,808 | 20.4% | $94.84万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $544.57万 | 3.73% | 89,583 | 9,640 | 12.1% | $58.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $515.95万 | 3.53% | 13,943 | 114 | 0.8% | $4.22万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $458.52万 | 3.14% | 38,534 | 909 | 2.4% | $10.82万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $299.68万 | 2.05% | 42,061 | -622 | -1.5% | -$4.43万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $278.04万 | 1.90% | 35,181 | -100 | -0.3% | -$7,903 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $241.93万 | 1.66% | 87,339 | -1,260 | -1.4% | -$3.49万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $229.57万 | 1.57% | 79,270 | -647 | -0.8% | -$1.87万 | 减仓 |
| IEMG | ISHARES INC | $217.18万 | 1.49% | 26,217 | -143 | -0.5% | -$1.18万 | 减仓 |
| IAU | ISHARES GOLD TR | $210.98万 | 1.44% | 27,941 | -20 | -0.1% | -$1,510 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $199.72万 | 1.37% | 57,373 | -662 | -1.1% | -$2.30万 | 减仓 |
| AAPL | APPLE INC | $188.81万 | 1.29% | 6,525 | -2,622 | -28.7% | -$75.87万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $141.88万 | 0.97% | 11,909 | -103 | -0.9% | -$1.23万 | 减仓 |
| VGT | VANGUARD WORLD FD | $107.47万 | 0.74% | 8,992 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $99.60万 | 0.68% | 12,130 | 3,549 | 41.4% | $29.14万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $99.28万 | 0.68% | 29,337 | -771 | -2.6% | -$2.61万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $88.50万 | 0.61% | 8,111 | -195 | -2.3% | -$2.13万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $83.86万 | 0.57% | 3,848 | -3 | -0.1% | -$654 | 减仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $70.61万 | 0.48% | 3,613 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $68.72万 | 0.47% | 2,003 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $67.79万 | 0.46% | 1,897 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $65.44万 | 0.45% | 1,852 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $65.27万 | 0.45% | 874 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $57.39万 | 0.39% | 24,235 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $52.85万 | 0.36% | 1,029 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $44.03万 | 0.30% | 2,377 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $40.99万 | 0.28% | 4,759 | -863 | -15.4% | -$7.43万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $39.31万 | 0.27% | 3,352 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $39.15万 | 0.27% | 2,055 | -70 | -3.3% | -$1.33万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $38.38万 | 0.26% | 7,412 | -45 | -0.6% | -$2,330 | 减仓 |
| ITM | VANECK ETF TRUST | $35.49万 | 0.24% | 7,552 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $35.48万 | 0.24% | 2,236 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $34.62万 | 0.24% | 3,217 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $32.32万 | 0.22% | 1,519 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $30.16万 | 0.21% | 6,652 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $30.08万 | 0.21% | 1,635 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $29.00万 | 0.20% | 2,331 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $28.44万 | 0.19% | 89 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $27.54万 | 0.19% | 699 | -8 | -1.1% | -$3,152 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $27.48万 | 0.19% | 1,082 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $27.35万 | 0.19% | 5,694 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $24.92万 | 0.17% | 3,000 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $22.67万 | 0.16% | 453 | 30 | 7.1% | $1.50万 | 加仓 |
| HD | HOME DEPOT INC | $22.64万 | 0.16% | 642 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $22.35万 | 0.15% | 656 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.71万 | 0.15% | 1,433 | 0 | 0.0% | — | 不变 |