CLEAR WAVE WEALTH MANAGEMENT LLC
RED BANK NJ · SEC CIK 0002113615
$5.41亿2026Q2 申报市值
191持仓数
46.1%前十大占比 · 第一大 10.5%
37 / 23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
VEA 新建仓+$495.30万
XLE 加仓+$184.38万
SPCX 新建仓+$177.57万
IAU 加仓+$156.30万
ITA 加仓+$140.51万
2026Q2 卖出最多 按季末市值估算
FTEC 减仓-$462.12万
EFAV 减仓-$439.00万
BAI 减仓-$185.26万
IVV 减仓-$161.16万
NBIS 减仓-$148.05万
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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $1,136.79万 | 2.10% | 50,066 | 892 | 1.8% | $20.25万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,155.28万 | 2.13% | 40,454 | -16,182 | -28.6% | -$462.12万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $1,209.48万 | 2.23% | 49,775 | 869 | 1.8% | $21.12万 | 加仓 |
| IJH | ISHARES TR | $1,376.61万 | 2.54% | 178,526 | 3,106 | 1.8% | $23.95万 | 加仓 |
| USMV | ISHARES TR | $1,412.64万 | 2.61% | 146,448 | 810 | 0.6% | $7.81万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,489.83万 | 2.75% | 19,950 | -588 | -2.9% | -$43.91万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,502.09万 | 2.77% | 75,071 | 662 | 0.9% | $13.25万 | 加仓 |
| SHY | ISHARES TR | $1,572.65万 | 2.90% | 191,530 | 12,269 | 6.8% | $100.74万 | 加仓 |
| DGRO | ISHARES TR | $1,842.57万 | 3.40% | 243,115 | 6,180 | 2.6% | $46.84万 | 加仓 |
| ISTB | ISHARES TR | $2,124.90万 | 3.92% | 440,393 | 28,315 | 6.9% | $136.62万 | 加仓 |
| — | ALPHABET INC 看跌期权 | $2,501.59万 | 4.62% | 70,000 | 70,000 | — | $2,501.59万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $2,758.76万 | 5.09% | 129,659 | 1,152 | 0.9% | $24.51万 | 加仓 |
| — | JPMORGAN CHASE & CO 看跌期权 | $4,091.62万 | 7.56% | 125,000 | 74,000 | 145.1% | $2,422.24万 | 加仓 |
| IVV | ISHARES TR | $5,667.06万 | 10.47% | 75,673 | -2,152 | -2.8% | -$161.16万 | 减仓 |