Clearwave Capital, LLC
CIK 2111821 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $181.4M
- पोजीशन
- 166
- तिथि अनुसार
- 30 जून 2026
पोर्टफोलियो मूल्य QoQ: +24.0% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 32.99%
- शीर्ष 25 होल्डिंग्स का भार
- 58.40%
- 1% से ऊपर की स्थितियाँ
- 24
- स्थितियों की प्रभावी संख्या
- 57.1
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 3.01% अनुमानित। खरीदें $19160498 · बेचें $4937296
- नई स्थितियाँ
- 23
- बढ़ाया
- 104
- घटा हुआ
- 26
- बंद
- 3
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
पूर्ण पोर्टफोलियो 166 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| FELC | $7674705 | 4.23% | 183123 | $983112 | नीचे ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $7159362 | 3.95% | 20033 | $1494940 | ऊपर ×2 | ||
| FBND | $6540137 | 3.61% | 143771 | $718786 | ऊपर ×2 | ||
| PULS | $6539241 | 3.61% | 131973 | $-1182715 | नीचे ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $6312023 | 3.48% | 16710 | $2105718 | ऊपर ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5522153 | 3.04% | 27598 | $1099083 | ऊपर ×2 | ||
| GLW Corning Incorporated Common Stock | $5222254 | 2.88% | 20445 | $2556927 | ऊपर ×2 | ||
| AAPL Apple Inc. - Common Stock | $5085355 | 2.80% | 17574 | $723692 | ऊपर ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $5037978 | 2.78% | 21138 | $808847 | ऊपर ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $4753193 | 2.62% | 12742 | $130053 | ऊपर ×2 | ||
| FDVV | $4369324 | 2.41% | 72472 | $245688 | नीचे ×1 | ||
| FENI | $4270271 | 2.35% | 106411 | $1073331 | ऊपर ×2 | ||
| IQLT | $4106965 | 2.26% | 82885 | $1035542 | ऊपर ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $3861861 | 2.13% | 3346 | $2784913 | ऊपर ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $3790193 | 2.09% | 22311 | $1238579 | ऊपर ×2 | ||
| FESM | $3531330 | 1.95% | 73128 | $935127 | ऊपर ×2 | ||
| FBCG | $3238736 | 1.79% | 52145 | $594020 | नीचे ×1 | ||
| FMDE | $3028094 | 1.67% | 74620 | $756315 | ऊपर ×2 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $3012018 | 1.66% | 5185 | $1957233 | |||
| META Meta Platforms, Inc. - Class A Common Stock | $2784643 | 1.54% | 4944 | $366162 | ऊपर ×2 | ||
| IWF | $2269845 | 1.25% | 18280 | $322420 | ऊपर ×1 | ||
| IWD | $2153081 | 1.19% | 8881 | $164920 | नीचे ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1947735 | 1.07% | 2082 | $-64013 | ऊपर ×2 | ||
| DE Deere & Company Common Stock | $1922976 | 1.06% | 3032 | $344562 | ऊपर ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $1795082 | 0.99% | 5080 | $338585 | ऊपर ×2 | ||
| VEA | $1652082 | 0.91% | 23187 | $154233 | नीचे ×1 | ||
| FLTB | $1616180 | 0.89% | 32240 | $152515 | ऊपर ×2 | ||
| WMT Walmart Inc. - Common Stock | $1591280 | 0.88% | 14050 | $-119739 | ऊपर ×2 | ||
| VTV | $1521345 | 0.84% | 6981 | $36619 | नीचे ×1 | ||
| IWS | $1503787 | 0.83% | 9136 | $87511 | नीचे ×1 | ||
| VOO | $1446833 | 0.80% | 2107 | $-342605 | नीचे ×2 | ||
| GE GE Aerospace Common Stock | $1310473 | 0.72% | 3506 | $475255 | ऊपर ×2 | ||
| EIX Edison International Common Stock | $1299222 | 0.72% | 17451 | $32068 | ऊपर ×2 | ||
| ENB Enbridge Inc Common Stock | $1194401 | 0.66% | 22033 | $12581 | ऊपर ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $1134233 | 0.63% | 3326 | $677802 | ऊपर ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1066464 | 0.59% | 3258 | $296470 | ऊपर ×2 | ||
| V Visa Inc. | $1027863 | 0.57% | 2996 | $228350 | ऊपर ×2 | ||
| ITA ITA | $1023518 | 0.56% | 4222 | $100391 | ऊपर ×2 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $993608 | 0.55% | 1302 | $485294 | |||
| IWP | $979867 | 0.54% | 6693 | $123240 | ऊपर ×2 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $962710 | 0.53% | 952 | $145963 | नीचे ×1 | ||
| AMGN Amgen Inc. - Common Stock | $915414 | 0.50% | 2528 | $85732 | ऊपर ×2 | ||
| IEFA | $912804 | 0.50% | 9451 | $-151342 | नीचे ×1 | ||
| VUG | $900259 | 0.50% | 10451 | $91368 | ऊपर ×2 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $894566 | 0.49% | 8987 | $198343 | |||
| MRVL Marvell Technology, Inc. - Common Stock | $878081 | 0.48% | 2948 | $586209 | ऊपर ×2 | ||
| GEV GE Vernova Inc. Common Stock | $851332 | 0.47% | 725 | $394432 | ऊपर ×1 | ||
| CGSD | $844821 | 0.47% | 32834 | $-120625 | नीचे ×1 | ||
| CGDV | $829372 | 0.46% | 16830 | $142846 | ऊपर ×1 | ||
| CVX Chevron Corporation Common Stock | $822925 | 0.45% | 4965 | $-108589 | ऊपर ×2 | ||
| CGGR | $809334 | 0.45% | 17147 | $155125 | ऊपर ×1 | ||
| LLY Eli Lilly and Company Common Stock | $795803 | 0.44% | 663 | $278310 | ऊपर ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $743554 | 0.41% | 17562 | $-75002 | ऊपर ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $743539 | 0.41% | 2495 | $260617 | ऊपर ×2 | ||
| EPD Enterprise Products Partners L.P. Common Stock | $738692 | 0.41% | 20095 | $-15319 | ऊपर ×2 | ||
| STX Seagate Technology Holdings PLC - Ordinary Shares (Ireland) | $737201 | 0.41% | 764 | $469569 | ऊपर ×1 | ||
| CRS Carpenter Technology Corporation Common Stock | $725891 | 0.40% | 1177 | $304385 | ऊपर ×1 | ||
| JCI Johnson Controls International plc Ordinary Share | $698917 | 0.39% | 4784 | $73730 | ऊपर ×2 | ||
| VTI | $698902 | 0.39% | 1889 | $94622 | ऊपर ×2 | ||
| KLAC KLA Corporation - Common Stock | $697116 | 0.38% | 2311 | $475856 | ऊपर ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $684909 | 0.38% | 1648 | $241283 | ऊपर ×2 | ||
| DKS Dick's Sporting Goods Inc Common Stock | $666327 | 0.37% | 2938 | $89472 | ऊपर ×1 | ||
| CGCP | $663660 | 0.37% | 29774 | $6871 | ऊपर ×2 | ||
| AMKR Amkor Technology, Inc. - Common Stock | $663503 | 0.37% | 7695 | $347943 | ऊपर ×1 | ||
| AGG | $663310 | 0.37% | 6701 | $-261530 | नीचे ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $660342 | 0.36% | 1570 | $76694 | |||
| ETR Entergy Corporation Common Stock | $636924 | 0.35% | 5545 | $16425 | ऊपर ×2 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $622053 | 0.34% | 5448 | $147810 | ऊपर ×1 | ||
| URI United Rentals, Inc. Common Stock | $619775 | 0.34% | 547 | $328907 | ऊपर ×2 | ||
| C Citigroup, Inc. Common Stock | $617742 | 0.34% | 4414 | $171574 | ऊपर ×1 | ||
| HD Home Depot, Inc. (The) Common Stock | $615827 | 0.34% | 1746 | $-37296 | नीचे ×1 | ||
| UPS United Parcel Service, Inc. Common Stock | $609504 | 0.34% | 5670 | $64211 | ऊपर ×1 | ||
| CGMS | $601665 | 0.33% | 22015 | $-65205 | नीचे ×1 | ||
| XSD | $593048 | 0.33% | 951 | $283024 | |||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $580401 | 0.32% | 9444 | $83608 | ऊपर ×1 | ||
| SO Southern Company (The) Common Stock | $575922 | 0.32% | 6017 | $48951 | ऊपर ×1 | ||
| CB Chubb Limited Common Stock | $575695 | 0.32% | 1690 | $26645 | ऊपर ×2 | ||
| VLO Valero Energy Corporation Common Stock | $570053 | 0.31% | 2189 | $29588 | ऊपर ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $568471 | 0.31% | 3877 | $69709 | ऊपर ×2 | ||
| CGCB | $564701 | 0.31% | 21570 | $-33373 | नीचे ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $560625 | 0.31% | 4773 | $235272 | ऊपर ×2 | ||
| VO | $552605 | 0.30% | 6859 | $-136263 | ऊपर ×2 | ||
| TFC Truist Financial Corporation Common Stock | $531023 | 0.29% | 10659 | $106492 | ऊपर ×2 | ||
| SPY SPY | $511163 | 0.28% | 684 | $67071 | ऊपर ×2 | ||
| FCFS FirstCash Holdings, Inc. - Common Stock | $511073 | 0.28% | 2363 | $111001 | ऊपर ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $508956 | 0.28% | 704 | ऊपर ×1 | |||
| RITM Rithm Capital Corp. Common Stock | $499980 | 0.28% | 53246 | $3838 | ऊपर ×2 | ||
| JNJ Johnson & Johnson Common Stock | $499093 | 0.28% | 1965 | $70787 | ऊपर ×2 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $491331 | 0.27% | 355 | $117401 | ऊपर ×1 | ||
| ORCL Oracle Corporation Common Stock | $486337 | 0.27% | 3319 | $99570 | ऊपर ×2 | ||
| VSEC VSE Corporation - Common Stock | $480829 | 0.27% | 2104 | $158970 | ऊपर ×1 | ||
| IBM International Business Machines Corporation Common Stock | $464440 | 0.26% | 1652 | $69421 | ऊपर ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $462824 | 0.26% | 628 | $100999 | ऊपर ×1 | ||
| VWO | $461713 | 0.25% | 7735 | $44094 | ऊपर ×2 | ||
| BX Blackstone Inc. Common Stock | $457554 | 0.25% | 3888 | $89306 | ऊपर ×2 | ||
| ETN Eaton Corporation, PLC Ordinary Shares | $455302 | 0.25% | 1068 | $74064 | ऊपर ×2 | ||
| PRU Prudential Financial, Inc. Common Stock | $428543 | 0.24% | 3971 | $100387 | ऊपर ×2 | ||
| APG APi Group Corporation Common Stock | $424940 | 0.23% | 10034 | $72497 | ऊपर ×1 | ||
| ABBV AbbVie Inc. Common Stock | $420113 | 0.23% | 1670 | $31521 | नीचे ×1 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $408498 | 0.23% | 5495 | $8572 | |||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| AMAT | $508956 | 704 | 0.28% |
| RSPA | $350189 | 6564 | 0.19% |
| PWR | $346400 | 481 | 0.19% |
| BLK | $318257 | 331 | 0.18% |
| HOOD | $280383 | 2796 | 0.15% |
| ITW | $256338 | 948 | 0.14% |
| WM | $255979 | 1149 | 0.14% |
| LOW | $244270 | 1108 | 0.13% |
| ADI | $236800 | 596 | 0.13% |
| UBER | $224418 | 3110 | 0.12% |
| F | $220785 | 15884 | 0.12% |
| MRK | $220113 | 1713 | 0.12% |
| BK | $217289 | 1503 | 0.12% |
| SNOW | $215562 | 847 | 0.12% |
| RY | $215436 | 1041 | 0.12% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
| सुरक्षा | कार्रवाई | शेयर Δ | मूल्य Δ |
|---|---|---|---|
| MU | अधिक खरीदा | +158 | +$2.8M |
| GLW | अधिक खरीदा | +843 | +$2.6M |
| AVGO | अधिक खरीदा | +3K | +$2.1M |
| AMD | केवल मूल्य चाल | +0 | +$2.0M |
| GOOGL | अधिक खरीदा | +335 | +$1.5M |
| ANET | अधिक खरीदा | +2K | +$1.2M |
| PULS | छंटनी की | -24K | -$1.2M |
| NVDA | अधिक खरीदा | +2K | +$1.1M |
| FENI | अधिक खरीदा | +20K | +$1.1M |
| IQLT | अधिक खरीदा | +16K | +$1.0M |
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| CRDO | 31 मार्च 2026 | 4920 | $707939 | 173.1% |
| COHR | 31 मार्च 2026 | 3715 | $685678 | 31.8% |
| MTZ | 31 मार्च 2026 | 2265 | $492343 | -8.9% |
| DELL | 31 मार्च 2026 | 2852 | $358957 | 190.8% |
| WAB | 31 मार्च 2026 | 1583 | $337846 | 19.2% |
| AIT | 31 मार्च 2026 | 1229 | $315581 | 33.3% |
| CYBR | 31 मार्च 2026 | 612 | $272989 | अब ट्रैक नहीं किया जा रहा है |
| XOM | 30 जून 2026 | 1381 | $234248 | 20.1% |
| FBTC | 30 जून 2026 | 3864 | $228069 | अब ट्रैक नहीं किया जा रहा है |
| AXP | 31 मार्च 2026 | 606 | $224111 | 11.8% |
| SFM | 31 मार्च 2026 | 2733 | $217738 | 2.9% |
| PFF | 31 मार्च 2026 | 6594 | $204150 | |
| CGIE | 31 मार्च 2026 | 5849 | $203673 | अब ट्रैक नहीं किया जा रहा है |
| MELI | 31 मार्च 2026 | 101 | $203440 | 3.1% |
| BA | 31 मार्च 2026 | 930 | $201922 | 13.0% |
| VCIT | 30 जून 2026 | 2422 | $200437 |