Clarity Capital Advisors, LLC
CIK 2011219 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $238.5M
- ポジション
- 95
- 時点
- 2026年6月30日
13F価値別で9,443件中 #5,874 位 · 62.2% トップ
ポートフォリオ価値 前期比: +11.2% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 51.05%
- 上位25銘柄のウェイト
- 76.98%
- 1%超のポジション
- 28
- 実効ポジション数
- 28.8
13Fのロングエクイティ保有のみに基づく（現金、債券、ショートは非公開）
ターオーバー Q2 2026: 1.55% 推定買付額 $12,853,099 · 推定売付額 $3,505,611
保有期間中央値: 7.0 四半期 追跡期間 Q4 2024–Q2 2026 · 96.0% はまだ保有
- 新規ポジション
- 1
- 増加
- 64
- 減少
- 6
- クローズ
- 1
このページについて
セクター別内訳
Technology
1.6%
Communication Services
0.4%
Retail
0.3%
Utilities
0.2%
Industrials
0.2%
その他/マッピングなし
97.3%
ポートフォリオ全体 95 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| VTI | $20,741,622 | 8.70% | 56,052 | $3,344,854 | 上昇 ×3 | ||
| DFAU | $16,141,394 | 6.77% | 312,273 | $654,776 | 下落 ×1 | ||
| AVUS | $14,055,734 | 5.89% | 109,742 | $1,888,912 | 上昇 ×2 | ||
| VEA | $12,863,567 | 5.39% | 180,541 | $1,874,019 | 上昇 ×4 | ||
| VXUS Vanguard Total International Stock ETF | $11,005,342 | 4.61% | 128,733 | $1,497,673 | 上昇 ×6 | ||
| AVDE | $9,813,978 | 4.11% | 110,022 | $593,104 | 上昇 ×6 | ||
| VTV | $9,632,638 | 4.04% | 44,201 | $1,779,738 | 上昇 ×4 | ||
| VOO | $9,434,223 | 3.96% | 13,736 | $1,258,123 | 上昇 ×3 | ||
| BSV | $9,149,896 | 3.84% | 117,442 | $132,219 | 上昇 ×5 | ||
| VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares | $8,936,362 | 3.75% | 177,909 | $-81,877 | 下落 ×1 | ||
| DFAI | $8,313,998 | 3.49% | 201,551 | $-213,391 | 下落 ×1 | ||
| BIV | $6,532,039 | 2.74% | 85,163 | $-263 | 上昇 ×6 | ||
| VUG | $5,744,471 | 2.41% | 66,688 | $891,131 | 上昇 ×1 | ||
| DFAC | $4,833,185 | 2.03% | 108,954 | $603,211 | 上昇 ×6 | ||
| BRKB | $4,743,197 | 1.99% | 9,479 | $200,860 | |||
| DFUS | $4,652,048 | 1.95% | 56,774 | $711,183 | 上昇 ×5 | ||
| IVV | $3,586,725 | 1.50% | 4,789 | $465,411 | 上昇 ×2 | ||
| SPY SPY | $3,554,888 | 1.49% | 4,760 | $460,860 | 上昇 ×6 | ||
| DFUV | $3,284,991 | 1.38% | 59,716 | $416,909 | 上昇 ×3 | ||
| AAPL Apple Inc. - Common Stock | $2,927,155 | 1.23% | 10,116 | $359,834 | |||
| VWO | $2,925,474 | 1.23% | 49,011 | $442,673 | 上昇 ×4 | ||
| DFAE | $2,700,453 | 1.13% | 67,159 | $249,537 | 下落 ×1 | ||
| VYM | $2,695,170 | 1.13% | 17,055 | $177,101 | 上昇 ×1 | ||
| VO | $2,686,461 | 1.13% | 33,343 | $298,119 | 上昇 ×6 | ||
| VNQ | $2,677,830 | 1.12% | 27,770 | $-311,539 | 下落 ×1 | ||
| AVEM | $2,471,780 | 1.04% | 25,617 | $417,296 | 上昇 ×6 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $2,439,038 | 1.02% | 30,862 | $141,436 | 上昇 ×6 | ||
| VGSH Vanguard Short-Term Treasury ETF | $2,427,625 | 1.02% | 41,712 | $340,791 | 上昇 ×6 | ||
| VGIT Vanguard Intermediate-Term Treasury ETF | $2,180,316 | 0.91% | 36,967 | $139,727 | 上昇 ×6 | ||
| VB | $2,087,742 | 0.88% | 6,888 | $287,500 | 上昇 ×2 | ||
| VBR | $1,910,533 | 0.80% | 7,863 | $210,992 | 上昇 ×5 | ||
| SCHG | $1,860,571 | 0.78% | 54,981 | $259,431 | 上昇 ×6 | ||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $1,713,001 | 0.72% | 20,726 | $86,046 | 上昇 ×6 | ||
| DFAX | $1,618,607 | 0.68% | 43,936 | $58,139 | 下落 ×1 | ||
| DFAS | $1,579,553 | 0.66% | 19,183 | $218,445 | 上昇 ×6 | ||
| SCHX | $1,481,676 | 0.62% | 50,346 | $194,188 | 上昇 ×6 | ||
| DFIV | $1,371,611 | 0.58% | 25,391 | $46,992 | 上昇 ×6 | ||
| FNDX | $1,126,354 | 0.47% | 36,217 | $121,529 | 上昇 ×6 | ||
| VV | $978,240 | 0.41% | 2,844 | $130,574 | 上昇 ×6 | ||
| IJH | $977,540 | 0.41% | 12,677 | $121,448 | |||
| QQQ Invesco QQQ Trust, Series 1 | $963,967 | 0.40% | 1,309 | $208,423 | |||
| MSFT Microsoft Corporation - Common Stock | $915,375 | 0.38% | 2,454 | $81,028 | 上昇 ×3 | ||
| AVLV | $885,713 | 0.37% | 9,711 | $105,383 | 上昇 ×2 | ||
| VXF | $884,937 | 0.37% | 3,594 | $146,269 | 上昇 ×6 | ||
| SCHF | $883,673 | 0.37% | 31,902 | $98,852 | 上昇 ×1 | ||
| SPXT | $863,387 | 0.36% | 7,975 | 上昇 ×1 | |||
| FNDA | $833,629 | 0.35% | 21,903 | $125,140 | 上昇 ×6 | ||
| VBK | $829,042 | 0.35% | 2,267 | $143,841 | |||
| IVE | $826,284 | 0.35% | 3,639 | $57,897 | |||
| FNDF | $804,331 | 0.34% | 15,245 | $62,587 | 上昇 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $783,743 | 0.33% | 2,218 | $225,800 | 上昇 ×1 | ||
| BRKA | $748,850 | 0.31% | 1 | $30,710 | |||
| IDEV | $722,010 | 0.30% | 8,112 | $52,205 | 上昇 ×1 | ||
| FNDE | $714,902 | 0.30% | 18,017 | $28,845 | 上昇 ×1 | ||
| CWI | $625,830 | 0.26% | 15,388 | $62,783 | |||
| SCHE | $623,646 | 0.26% | 17,199 | $57,633 | 上昇 ×1 | ||
| VIOO | $563,089 | 0.24% | 4,094 | $92,975 | |||
| VEU | $561,788 | 0.24% | 6,708 | $60,392 | 上昇 ×6 | ||
| SCHB | $547,248 | 0.23% | 18,897 | $73,520 | 上昇 ×5 | ||
| VSS | $517,651 | 0.22% | 3,355 | $30,023 | 上昇 ×1 | ||
| SCHA | $514,654 | 0.22% | 14,245 | $101,602 | 上昇 ×5 | ||
| VOE | $513,339 | 0.22% | 2,598 | $42,060 | 上昇 ×6 | ||
| DISV | $511,583 | 0.21% | 12,748 | $16,116 | 上昇 ×6 | ||
| IWF | $502,977 | 0.21% | 4,051 | $71,178 | 上昇 ×1 | ||
| SGOV iShares 0-3 Month Treasury Bond ETF | $492,296 | 0.21% | 4,890 | $4,386 | 上昇 ×2 | ||
| VIG | $489,483 | 0.21% | 2,069 | $44,675 | 上昇 ×1 | ||
| SPYV | $487,587 | 0.20% | 8,021 | $33,768 | |||
| AKRE | $479,827 | 0.20% | 9,021 | $3,067 | |||
| SPDW | $469,063 | 0.20% | 9,309 | $50,161 | 上昇 ×1 | ||
| BND Vanguard Total Bond Market ETF | $466,056 | 0.20% | 6,349 | $2,559 | 上昇 ×1 | ||
| SCHY | $462,528 | 0.19% | 14,577 | $1,020 | |||
| AMZN Amazon.com, Inc. - Common Stock | $452,369 | 0.19% | 1,898 | $57,073 | |||
| SPEM | $438,019 | 0.18% | 8,459 | $45,264 | 上昇 ×1 | ||
| ED Consolidated Edison, Inc. Common Stock | $418,053 | 0.18% | 3,779 | $-9,636 | |||
| GLDM | $412,746 | 0.17% | 5,197 | $-68,964 | |||
| IJR | $410,458 | 0.17% | 2,768 | $67,362 | 上昇 ×2 | ||
| TDY Teledyne Technologies Incorporated Common Stock | $400,140 | 0.17% | 600 | $37,134 | |||
| FNDC | $388,468 | 0.16% | 8,000 | $19,718 | 上昇 ×1 | ||
| DFSV | $378,655 | 0.16% | 9,762 | $37,555 | 上昇 ×5 | ||
| DGCB Dimensional Global Credit ETF | $365,860 | 0.15% | 6,692 | $7,719 | 上昇 ×1 | ||
| DFGP Dimensional Global Core Plus Fixed Income ETF | $363,197 | 0.15% | 6,669 | $7,201 | 上昇 ×1 | ||
| DFIC | $353,645 | 0.15% | 9,491 | $20,528 | 上昇 ×5 | ||
| XLF XLF | $352,539 | 0.15% | 6,576 | $27,882 | |||
| DFAT | $328,341 | 0.14% | 4,697 | $34,995 | |||
| VGT | $326,743 | 0.14% | 2,734 | $88,477 | 上昇 ×1 | ||
| SCHM | $326,445 | 0.14% | 8,854 | $53,137 | 上昇 ×6 | ||
| DUHP | $325,647 | 0.14% | 7,804 | $39,443 | 上昇 ×5 | ||
| IVW | $315,708 | 0.13% | 2,296 | $56,057 | |||
| DFIS | $312,952 | 0.13% | 8,934 | $15,705 | 上昇 ×6 | ||
| DBEF | $311,847 | 0.13% | 5,708 | $29,854 | |||
| VOT | $272,437 | 0.11% | 889 | $43,539 | |||
| ITOT | $267,731 | 0.11% | 1,630 | $35,596 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $255,877 | 0.11% | 716 | $49,984 | |||
| SCHC | $211,838 | 0.09% | 4,402 | $6,538 | 上昇 ×1 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $202,556 | 0.08% | 1,337 | $-10,963 | |||
| 一致なし | |||||||
確信度保有銘柄
3四半期以上連続でポジションが増加しました。
株式数は13F提出書類に基づく（株式分割調整なし）
| 証券 | 評価額 | % ポートフォリオの | 連続 |
|---|---|---|---|
| VTI | $20,741,622 | 8.70% | 3倍増 |
| VEA | $12,863,567 | 5.39% | 4倍増 |
| VXUS | $11,005,342 | 4.61% | 6倍増 |
| AVDE | $9,813,978 | 4.11% | 6倍増 |
| VTV | $9,632,638 | 4.04% | 4倍増 |
| VOO | $9,434,223 | 3.96% | 3倍増 |
| BSV | $9,149,896 | 3.84% | 5倍増 |
| BIV | $6,532,039 | 2.74% | 6倍増 |
| DFAC | $4,833,185 | 2.03% | 6倍増 |
| DFUS | $4,652,048 | 1.95% | 5倍増 |
| SPY | $3,554,888 | 1.49% | 6倍増 |
| DFUV | $3,284,991 | 1.38% | 3倍増 |
| VWO | $2,925,474 | 1.23% | 4倍増 |
| VO | $2,686,461 | 1.13% | 6倍増 |
| AVEM | $2,471,780 | 1.04% | 6倍増 |
最大の新規投資
今四半期に新規開設されたポジション、大きい順。
| 証券 | 評価額 | 株式数 | % ポートフォリオの |
|---|---|---|---|
| SPXT | $863,387 | 7,975 | 0.36% |
上位変動銘柄（四半期比）
| 証券 | アクション | 株式数Δ | 金額Δ |
|---|---|---|---|
| VTI | 買い増し | +2K | +$3.3M |
| AVUS | 買い増し | +308 | +$1.9M |
| VEA | 買い増し | +9K | +$1.9M |
| VTV | 買い増し | +4K | +$1.8M |
| VXUS | 買い増し | +5K | +$1.5M |
| VOO | 買い増し | +53 | +$1.3M |
| VUG | 買い増し | +56K | +$891K |
| DFUS | 買い増し | +1K | +$711K |
| DFAU | 削減 | -31K | +$655K |
| DFAC | 買い増し | +102 | +$603K |
解消済みポジション
企業イベント（合併、上場廃止）を含む — 全ての離脱が売りとは限らない
クローズド・ポジションは13F報告の変更を反映しています。インデックス・マネージャーの場合、これらは能動的な決定ではなく、機械的なもの（上場廃止、M&A、インデックスのリバランス）であることがよくあります。