Clarity Wealth Advisors, LLC
CIK 1767384 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $566.7M
- Posisi
- 117
- Per tanggal
- 30 Juni 2026
#3.491 dari 9.443 berdasarkan nilai 13F · top 37.0%
Nilai portofolio QoQ: +16.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 50,19%
- Bobot 25 kepemilikan teratas
- 82,22%
- Posisi di atas 1%
- 28
- Jumlah posisi efektif
- 28,2
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q2 2026: 1,38% Perkiraan pembelian $22.375.890 · penjualan $7.250.993
Kepemilikan median: 7,0 kuartal Dilacak Q4 2024–Q2 2026 · 88,0% masih dipegang
- Posisi baru
- 11
- Meningkat
- 44
- Menurun
- 48
- Tertutup
- 1
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan Bernilai Tinggi Kepemilikan yang paling terkonsentrasi pada manajer ini.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
- Posisi yang keluar Posisi yang sepenuhnya dijual oleh manajer pada kuartal lalu.
Rincian sektor
Technology
12,5%
Communication Services
7,0%
Financials
3,9%
Healthcare
3,7%
Retail
2,9%
Financial Services
1,9%
Consumer Discretionary
1,4%
Communications
0,5%
Industrials
0,2%
Utilities
0,1%
Energy
0,1%
Consumer products
0,0%
Lainnya/Tidak terpetakan
65,7%
Portofolio lengkap 117 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $39.176.576 | 6,91% | 53.200 | $7.686.714 | Turun ×1 | ||
| AAPL Apple Inc. - Common Stock | $38.702.448 | 6,83% | 133.752 | $4.330.622 | Turun ×2 | ||
| SPY SPY | $38.202.310 | 6,74% | 51.157 | $4.586.299 | Turun ×1 | ||
| VTI | $37.068.113 | 6,54% | 100.173 | $4.763.825 | Turun ×1 | ||
| VIG | $25.011.887 | 4,41% | 105.705 | $2.617.291 | Naik ×6 | ||
| DIA | $23.653.509 | 4,17% | 45.279 | $3.406.636 | Naik ×6 | ||
| IJH | $23.317.585 | 4,11% | 302.394 | $3.877.881 | Naik ×6 | ||
| VXUS Vanguard Total International Stock ETF | $23.281.778 | 4,11% | 272.333 | $3.369.020 | Naik ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18.219.076 | 3,21% | 50.981 | $2.952.125 | Turun ×3 | ||
| VB | $17.786.628 | 3,14% | 58.679 | $3.353.973 | Naik ×6 | ||
| VYMI Vanguard International High Dividend Yield ETF | $17.504.953 | 3,09% | 178.258 | $2.231.743 | Naik ×6 | ||
| CGGO | $15.497.648 | 2,73% | 366.115 | $4.144.140 | Naik ×6 | ||
| EEM | $15.116.825 | 2,67% | 220.974 | $3.229.207 | Naik ×6 | ||
| CGBL | $14.031.838 | 2,48% | 369.648 | $3.972.384 | Naik ×6 | ||
| JCPB | $12.326.491 | 2,18% | 262.601 | $800.836 | Naik ×6 | ||
| BIV | $11.958.604 | 2,11% | 155.914 | $624.953 | Naik ×6 | ||
| FBND | $11.616.088 | 2,05% | 255.355 | $857.900 | Naik ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $11.585.772 | 2,04% | 57.903 | $2.534.356 | Naik ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $11.068.690 | 1,95% | 11.832 | $-621.211 | Naik ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10.963.636 | 1,93% | 33.494 | $1.066.178 | Turun ×1 | ||
| C Citigroup, Inc. Common Stock | $10.927.565 | 1,93% | 78.076 | $1.837.179 | Turun ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $10.339.867 | 1,82% | 18.356 | $-10.903 | Naik ×1 | ||
| BRKB | $10.197.203 | 1,80% | 20.379 | $618.230 | Naik ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $9.702.232 | 1,71% | 27.459 | $1.664.309 | Turun ×2 | ||
| ABBV AbbVie Inc. Common Stock | $8.682.438 | 1,53% | 34.503 | $1.327.348 | Naik ×6 | ||
| V Visa Inc. | $8.371.819 | 1,48% | 24.401 | $1.158.626 | Naik ×6 | ||
| JNJ Johnson & Johnson Common Stock | $7.854.442 | 1,39% | 30.927 | $461.024 | Naik ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $7.184.269 | 1,27% | 17.081 | $893.887 | Naik ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4.303.072 | 0,76% | 11.883 | $101.279 | Turun ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4.181.116 | 0,74% | 11.209 | $19.659 | Turun ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4.166.372 | 0,74% | 17.481 | $456.294 | Turun ×1 | ||
| JEPI | $3.546.897 | 0,63% | 62.799 | $48.499 | Naik ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3.160.121 | 0,56% | 51.418 | $410.578 | Naik ×6 | ||
| VOO | $3.084.446 | 0,54% | 4.491 | $485.080 | Naik ×6 | ||
| IVV | $2.787.797 | 0,49% | 3.723 | $302.204 | Turun ×2 | ||
| INTC Intel Corporation - Common Stock | $2.734.455 | 0,48% | 19.584 | $1.907.465 | Naik ×1 | ||
| TQQQ ProShares UltraPro QQQ | $2.684.340 | 0,47% | 33.140 | $1.194.697 | Turun ×1 | ||
| IGM | $2.386.136 | 0,42% | 14.587 | $407.026 | Turun ×6 | ||
| IXJ | $1.872.104 | 0,33% | 19.029 | $-456.271 | Turun ×6 | ||
| VCR | $1.840.036 | 0,32% | 4.639 | $-430.961 | Turun ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1.762.432 | 0,31% | 15.005 | $595.981 | Turun ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1.491.735 | 0,26% | 3.949 | $255.830 | Turun ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1.377.338 | 0,24% | 2.371 | $787.798 | Turun ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $1.347.148 | 0,24% | 7.930 | $613.169 | Naik ×2 | ||
| JPST | $1.332.385 | 0,24% | 26.347 | $-13.241 | Turun ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $1.325.942 | 0,23% | 24.029 | Naik ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1.294.170 | 0,23% | 1.790 | $682.366 | |||
| SCHX | $1.244.691 | 0,22% | 42.293 | $138.270 | Turun ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $954.590 | 0,17% | 2.140 | $106.123 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $915.005 | 0,16% | 1.199 | $446.123 | Turun ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $833.850 | 0,15% | 17.000 | ||||
| CDNS Cadence Design Systems, Inc. - Common Stock | $814.069 | 0,14% | 2.169 | $211.369 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $808.592 | 0,14% | 9.963 | $8.613 | Naik ×6 | ||
| ORCL Oracle Corporation Common Stock | $784.618 | 0,14% | 5.354 | $-1.757 | Naik ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $778.260 | 0,14% | 10.900 | $-241.315 | Naik ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $775.276 | 0,14% | 728 | $71.217 | Turun ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $773.092 | 0,14% | 2.267 | $409.166 | Turun ×1 | ||
| IBB IBB | $759.619 | 0,13% | 3.994 | $-56.171 | Turun ×6 | ||
| IWF | $685.791 | 0,12% | 5.523 | $8.241 | Naik ×1 | ||
| MA Mastercard Incorporated Common Stock | $658.632 | 0,12% | 1.282 | $-7.051 | Turun ×6 | ||
| VUG | $649.357 | 0,11% | 7.538 | $6.664 | Naik ×1 | ||
| SMCI Super Micro Computer, Inc. - Common Stock | $648.486 | 0,11% | 22.110 | $145.041 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $635.268 | 0,11% | 5.445 | $-156.838 | Naik ×2 | ||
| IJR | $630.873 | 0,11% | 4.254 | $138.633 | Naik ×3 | ||
| XLF XLF | $626.768 | 0,11% | 11.691 | $-215.895 | Turun ×6 | ||
| FICO Fair Isaac Corporation Common Stock | $615.312 | 0,11% | 515 | $66.596 | Naik ×2 | ||
| BALI | $581.876 | 0,10% | 17.200 | $58.106 | Naik ×1 | ||
| CVX Chevron Corporation Common Stock | $559.013 | 0,10% | 3.372 | $-109.754 | Naik ×1 | ||
| SCHB | $508.221 | 0,09% | 17.549 | $42.455 | Turun ×5 | ||
| SDY | $452.901 | 0,08% | 2.976 | $806 | Turun ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $451.724 | 0,08% | 4.693 | $-36.301 | Turun ×4 | ||
| IEMG | $451.349 | 0,08% | 5.448 | $75.435 | Naik ×2 | ||
| VYM | $446.593 | 0,08% | 2.826 | $28.062 | |||
| HD Home Depot, Inc. (The) Common Stock | $437.534 | 0,08% | 1.241 | $22.292 | Turun ×2 | ||
| CVNA Carvana Co. Class A Common Stock | $432.306 | 0,08% | 6.568 | $17.953 | Naik ×1 | ||
| VWO | $427.248 | 0,08% | 7.158 | $9.065 | Turun ×1 | ||
| IBM International Business Machines Corporation Common Stock | $421.253 | 0,07% | 1.498 | $55.244 | Turun ×5 | ||
| SCHM | $418.394 | 0,07% | 11.348 | $67.065 | |||
| LOGI Logitech International S.A. - Registered Shares | $413.494 | 0,07% | 4.397 | Naik ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $412.844 | 0,07% | 2.234 | $90.179 | Turun ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $386.499 | 0,07% | 3.385 | $-32.823 | Turun ×1 | ||
| LLY Eli Lilly and Company Common Stock | $376.215 | 0,07% | 314 | $89.629 | Naik ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $375.098 | 0,07% | 6.750 | $47.336 | Naik ×1 | ||
| BAC Bank of America Corporation Common Stock | $362.720 | 0,06% | 6.366 | $47.107 | Turun ×1 | ||
| PRF | $360.724 | 0,06% | 6.676 | $40.639 | Turun ×2 | ||
| IYY | $349.431 | 0,06% | 1.917 | $45.682 | |||
| IXN | $344.085 | 0,06% | 2.382 | $88.508 | Turun ×3 | ||
| DLN | $330.287 | 0,06% | 3.429 | $15.572 | Turun ×2 | ||
| GE GE Aerospace Common Stock | $318.145 | 0,06% | 851 | $103.355 | Naik ×2 | ||
| VEA | $315.780 | 0,06% | 4.432 | $22.230 | Turun ×1 | ||
| VOOG | $313.759 | 0,06% | 3.798 | $55.804 | Naik ×2 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $298.620 | 0,05% | 3.000 | $66.210 | |||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $296.550 | 0,05% | 5.000 | $58.998 | Naik ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $296.491 | 0,05% | 1.525 | $-68.594 | |||
| SCHF | $294.588 | 0,05% | 10.635 | $30.712 | Turun ×1 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $290.942 | 0,05% | 16.769 | $38.569 | |||
| SNOW Snowflake Inc. Common Stock | $285.040 | 0,05% | 1.120 | ||||
| PG Procter & Gamble Company (The) Common Stock | $275.830 | 0,05% | 1.881 | $-18.250 | Turun ×6 | ||
| CRM Salesforce, Inc. Common Stock | $272.902 | 0,05% | 1.742 | $-62.357 | Turun ×4 | ||
| SCHA | $267.758 | 0,05% | 7.411 | $52.247 | |||
| Tidak ada hasil | |||||||
Kepemilikan dengan keyakinan
Posisi meningkat selama 3+ kuartal berturut-turut.
Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)
| Sekuritas | Nilai | % dari portofolio | Rentetan |
|---|---|---|---|
| VIG | $25.011.887 | 4,41% | naik ×6 |
| DIA | $23.653.509 | 4,17% | naik ×6 |
| IJH | $23.317.585 | 4,11% | naik ×6 |
| VXUS | $23.281.778 | 4,11% | naik ×6 |
| VB | $17.786.628 | 3,14% | naik ×6 |
| VYMI | $17.504.953 | 3,09% | naik ×6 |
| CGGO | $15.497.648 | 2,73% | naik ×6 |
| EEM | $15.116.825 | 2,67% | naik ×6 |
| CGBL | $14.031.838 | 2,48% | naik ×6 |
| JCPB | $12.326.491 | 2,18% | naik ×6 |
| BIV | $11.958.604 | 2,11% | naik ×6 |
| FBND | $11.616.088 | 2,05% | naik ×6 |
| COST | $11.068.690 | 1,95% | naik ×3 |
| BRKB | $10.197.203 | 1,80% | naik ×6 |
| ABBV | $8.682.438 | 1,53% | naik ×6 |
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
| Sekuritas | Nilai | Saham | % dari portofolio |
|---|---|---|---|
| VGLT | $1.325.942 | 24.029 | 0,23% |
| FISV | $833.850 | 17.000 | 0,15% |
| LOGI | $413.494 | 4.397 | 0,07% |
| SNOW | $285.040 | 1.120 | 0,05% |
| TSM | $245.471 | 514 | 0,04% |
| GS | $220.479 | 218 | 0,04% |
| VXF | $216.937 | 881 | 0,04% |
| NTNX | $215.102 | 4.221 | 0,04% |
| HACK | $212.798 | 2.028 | 0,04% |
| JOBY | $105.345 | 11.810 | 0,02% |
| NVDA | $100.045 | 500 | 0,02% |
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| QQQ | Dipangkas | -1K | +$7.7M |
| VTI | Dipangkas | -523 | +$4.8M |
| SPY | Dipangkas | -533 | +$4.6M |
| AAPL | Dipangkas | -2K | +$4.3M |
| CGGO | Beli lebih banyak | +26K | +$4.1M |
| CGBL | Beli lebih banyak | +77K | +$4.0M |
| IJH | Beli lebih banyak | +15K | +$3.9M |
| DIA | Beli lebih banyak | +2K | +$3.4M |
| VXUS | Beli lebih banyak | +14K | +$3.4M |
| VB | Beli lebih banyak | +4K | +$3.4M |
Posisi yang keluar
Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan
Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.
| Sekuritas | Kuartal | Saham sebelumnya | Nilai sebelumnya | Harga sejak keluar |
|---|---|---|---|---|
| HON | 30 Juni 2026 | 1.961 | $443.268 | -1,2% |
| WDAY | 31 Maret 2026 | 1.542 | $331.191 | 52,0% |
| DUOL | 30 Juni 2025 | 950 | $295.013 | -64,0% |
| UNH | 30 Juni 2025 | 536 | $280.841 | 25,8% |
| NTNX | 31 Maret 2026 | 5.221 | $269.873 | 74,6% |
| VRNT | 31 Des. 2025 | 11.805 | $239.051 | Tidak lagi dilacak |
| TGT | 31 Maret 2025 | 1.743 | $235.676 | 53,6% |
| SNOW | 31 Maret 2026 | 1.070 | $234.715 | 112,7% |
| SCHG | 31 Maret 2026 | 6.896 | $224.952 | Tidak lagi dilacak |
| BX | 31 Des. 2025 | 1.299 | $221.934 | -7,1% |
| UBER | 30 Sep. 2025 | 2.263 | $211.138 | -18,7% |
| PINS | 31 Maret 2026 | 8.060 | $208.673 | 27,4% |
| VV | 31 Maret 2026 | 650 | $204.514 | Tidak lagi dilacak |
| FISV | 31 Maret 2026 | 3.010 | $202.182 | -8,0% |
| W | 31 Maret 2026 | 2.000 | $200.820 | 42,8% |
| BR | 30 Sep. 2025 | 824 | $200.257 | -25,8% |
| BXMX | 30 Sep. 2025 | 10.091 | $140.063 | Tidak lagi dilacak |
| CLOV | 31 Des. 2025 | 10.000 | $30.600 | 80,0% |