Clear Retirement Advice LLC
SAN MATEO CA · SEC CIK 0002112984
$1.27亿2026Q1 申报市值
54持仓数
67.6%前十大占比 · 第一大 11.4%
1 / 0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
AAPL 加仓+$152.27万
SCHO 加仓+$22.89万
VCSH 加仓+$21.74万
ITOT 加仓+$21.32万
SCHB 加仓+$20.73万
2026Q1 卖出最多 按季末市值估算
SCHV 减仓-$9.79万
SCHH 减仓-$9.24万
VUG 减仓-$5.55万
SCHF 减仓-$5.04万
IAU 减仓-$3.40万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $20.27万 | 0.16% | 423 | 423 | — | $20.27万 | 新建仓 |
| HD | HOME DEPOT INC | $21.11万 | 0.17% | 642 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $21.38万 | 0.17% | 656 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $22.19万 | 0.17% | 707 | -3 | -0.4% | -$941 | 减仓 |
| TJX | TJX COS INC NEW | $22.89万 | 0.18% | 1,433 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $24.59万 | 0.19% | 3,000 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $25.96万 | 0.20% | 2,331 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $26.42万 | 0.21% | 5,694 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $26.45万 | 0.21% | 1,082 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $28.24万 | 0.22% | 2,125 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $29.15万 | 0.23% | 1,519 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $29.40万 | 0.23% | 1,635 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $30.06万 | 0.24% | 89 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $30.53万 | 0.24% | 6,652 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $32.78万 | 0.26% | 2,236 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $34.15万 | 0.27% | 3,217 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $34.98万 | 0.27% | 7,457 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $35.06万 | 0.28% | 7,552 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $36.53万 | 0.29% | 3,352 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $38.44万 | 0.30% | 2,377 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $40.93万 | 0.32% | 937 | -127 | -11.9% | -$5.55万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $51.41万 | 0.40% | 1,029 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $52.08万 | 0.41% | 24,235 | -4,301 | -15.1% | -$9.24万 | 减仓 |
| GOOG | ALPHABET INC | $53.13万 | 0.42% | 1,852 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $54.55万 | 0.43% | 1,897 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $56.84万 | 0.45% | 874 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $60.42万 | 0.47% | 3,613 | -33 | -0.9% | -$5,518 | 减仓 |
| V | VISA INC | $60.54万 | 0.48% | 2,003 | 89 | 4.6% | $2.69万 | 加仓 |
| SHY | ISHARES TR | $70.85万 | 0.56% | 8,581 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $75.56万 | 0.59% | 3,851 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $78.42万 | 0.62% | 1,124 | 0 | 0.0% | — | 不变 |
| SLYV | SPDR SERIES TRUST | $78.56万 | 0.62% | 8,306 | -15 | -0.2% | -$1,419 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $87.70万 | 0.69% | 30,108 | 1,528 | 5.3% | $4.45万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $116.06万 | 0.91% | 12,012 | 798 | 7.1% | $7.71万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $177.01万 | 1.39% | 58,035 | -3,210 | -5.2% | -$9.79万 | 减仓 |
| IEMG | ISHARES INC | $183.86万 | 1.44% | 26,360 | 14 | 0.1% | $976 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $200.59万 | 1.57% | 79,917 | 8,258 | 11.5% | $20.73万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $219.28万 | 1.72% | 88,599 | -2,035 | -2.2% | -$5.04万 | 减仓 |
| AAPL | APPLE INC | $232.14万 | 1.82% | 9,147 | 6,000 | 190.7% | $152.27万 | 加仓 |
| IAU | ISHARES GOLD TR | $246.50万 | 1.94% | 27,961 | -386 | -1.4% | -$3.40万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $273.51万 | 2.15% | 42,683 | -273 | -0.6% | -$1.75万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $279.67万 | 2.20% | 35,281 | 2,743 | 8.4% | $21.74万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $368.39万 | 2.89% | 37,625 | 1,303 | 3.6% | $12.76万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $443.65万 | 3.48% | 13,829 | 356 | 2.6% | $11.42万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $452.32万 | 3.55% | 79,943 | 2,576 | 3.3% | $14.57万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $524.53万 | 4.12% | 97,045 | -215 | -0.2% | -$1.16万 | 减仓 |
| SGOL | ETFS GOLD TR | $542.92万 | 4.26% | 121,677 | 2,025 | 1.7% | $9.04万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $561.87万 | 4.41% | 18,589 | -74 | -0.4% | -$2.24万 | 减仓 |
| IGSB | ISHARES TR | $699.20万 | 5.49% | 133,030 | 200 | 0.2% | $1.05万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $710.65万 | 5.58% | 32,711 | 275 | 0.8% | $5.97万 | 加仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $1,187.98万 | 9.33% | 112,551 | 645 | 0.6% | $6.81万 | 加仓 |
| ITOT | ISHARES TR | $1,189.34万 | 9.34% | 83,503 | 1,497 | 1.8% | $21.32万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,283.95万 | 10.08% | 281,259 | 1,572 | 0.6% | $7.18万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $1,451.55万 | 11.40% | 598,083 | 9,432 | 1.6% | $22.89万 | 加仓 |