Clearview Wealth Management LLC
CIK 1857588 · SEC EDGAR で表示 ↗
- ポートフォリオ評価額
- $155.6M
- ポジション
- 62
- 時点
- 2026年6月30日
13F価値別で9,443件中 #7,268 位 · 77.0% トップ
ポートフォリオ価値 前期比: +10.1% 13Fは現金を公開しない
- 上位10銘柄のウェイト
- 64.92%
- 上位25銘柄のウェイト
- 86.88%
- 1%超のポジション
- 21
- 実効ポジション数
- 12.1
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: 1.67% 推定買付額 $2,472,661 · 推定売付額 $4,124,382
- 新規ポジション
- 3
- 増加
- 9
- 減少
- 31
- クローズ
- 1
このページについて
セクター別内訳
Technology
4.5%
Communication Services
1.8%
Industrials
1.4%
Financial Services
0.7%
Retail
0.7%
Consumer Discretionary
0.3%
Telecommunication
0.1%
Healthcare
0.0%
その他/マッピングなし
90.5%
ポートフォリオ全体 62 ポジション
| タイプ | 連続 | 8四半期トレンド | |||||
|---|---|---|---|---|---|---|---|
| SPHQ | $36,309,283 | 23.34% | 402,989 | $5,607,068 | 下落 ×1 | ||
| XMHQ | $14,469,733 | 9.30% | 128,187 | $1,166,942 | 下落 ×1 | ||
| JAAA | $11,230,264 | 7.22% | 222,426 | $-1,823,953 | 下落 ×1 | ||
| IQLT | $9,881,144 | 6.35% | 199,418 | $752,230 | 上昇 ×1 | ||
| SPYM | $6,411,549 | 4.12% | 72,958 | $668,756 | 下落 ×1 | ||
| FBND | $5,595,963 | 3.60% | 123,015 | $-93,177 | 下落 ×1 | ||
| SPY SPY | $4,521,335 | 2.91% | 6,055 | $549,573 | 下落 ×1 | ||
| MTUM | $4,359,083 | 2.80% | 12,715 | $1,066,180 | 下落 ×1 | ||
| JBBB | $4,330,126 | 2.78% | 91,449 | $-1,530 | 下落 ×1 | ||
| USEW | $3,900,457 | 2.51% | 69,865 | $376,549 | 下落 ×1 | ||
| XLK XLK | $3,859,824 | 2.48% | 20,259 | $1,115,777 | 下落 ×1 | ||
| VOO | $3,217,705 | 2.07% | 4,685 | $418,183 | |||
| AGG | $2,976,428 | 1.91% | 30,071 | $-57,362 | 下落 ×1 | ||
| IEFA | $2,837,424 | 1.82% | 29,379 | $163,620 | 下落 ×1 | ||
| SDSI American Century Short Duration Strategic Income ETF | $2,678,159 | 1.72% | 52,155 | $-121,605 | 下落 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2,537,622 | 1.63% | 7,182 | $466,489 | 下落 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2,502,252 | 1.61% | 8,648 | $305,218 | 下落 ×1 | ||
| LOAR Loar Holdings Inc. Common Stock | $2,176,551 | 1.40% | 27,001 | $629,664 | |||
| SCHA | $2,130,514 | 1.37% | 58,968 | $386,296 | 下落 ×1 | ||
| VO | $2,067,748 | 1.33% | 25,664 | $225,201 | 上昇 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1,588,740 | 1.02% | 20,103 | $-4,508 | 上昇 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1,474,958 | 0.95% | 7,371 | $175,439 | 下落 ×1 | ||
| XLRE XLRE | $1,427,188 | 0.92% | 32,414 | $78,491 | 下落 ×1 | ||
| VTEB | $1,384,172 | 0.89% | 27,366 | $19,331 | 上昇 ×1 | ||
| IJR | $1,316,229 | 0.85% | 8,875 | $198,893 | 下落 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1,218,697 | 0.78% | 3,267 | $12,497 | 上昇 ×1 | ||
| CGGR | $1,209,122 | 0.78% | 25,617 | $213,616 | 上昇 ×1 | ||
| V Visa Inc. | $1,131,168 | 0.73% | 3,297 | $140,123 | 上昇 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1,022,240 | 0.66% | 4,289 | $128,970 | |||
| BRKB | $1,014,791 | 0.65% | 2,028 | $42,494 | 下落 ×1 | ||
| ORCL Oracle Corporation Common Stock | $994,195 | 0.64% | 6,784 | $-5,270 | 下落 ×1 | ||
| AOA | $967,796 | 0.62% | 9,916 | $66,505 | 下落 ×1 | ||
| CGNG | $937,661 | 0.60% | 25,031 | $134,425 | 下落 ×1 | ||
| IJH | $899,874 | 0.58% | 11,670 | $111,799 | |||
| VV | $866,309 | 0.56% | 2,519 | $131,437 | 上昇 ×1 | ||
| VTV | $747,718 | 0.48% | 3,431 | $13,145 | 下落 ×1 | ||
| AOR | $744,345 | 0.48% | 10,710 | $57,988 | 上昇 ×1 | ||
| SPEM | $716,635 | 0.46% | 13,840 | $11,765 | 下落 ×1 | ||
| TAXF | $660,893 | 0.42% | 13,001 | $5,525 | 下落 ×1 | ||
| SMLV | $651,010 | 0.42% | 4,137 | $69,939 | 下落 ×1 | ||
| RODM | $606,756 | 0.39% | 15,015 | $14,865 | |||
| XLV XLV | $568,479 | 0.37% | 3,583 | $43,175 | |||
| TSLA Tesla, Inc. - Common Stock | $528,063 | 0.34% | 1,256 | $54,825 | 下落 ×1 | ||
| TIP | $504,582 | 0.32% | 4,611 | $-12,124 | 下落 ×1 | ||
| NULG | $465,431 | 0.30% | 3,976 | $103,854 | |||
| AVGO Broadcom Inc. - Common Stock | $434,882 | 0.28% | 1,151 | $78,578 | |||
| NULV | $385,173 | 0.25% | 7,705 | $34,595 | |||
| XLE XLE | $379,683 | 0.24% | 7,149 | $-58,265 | |||
| USMV | $364,426 | 0.23% | 3,778 | $14,054 | |||
| AMAT Applied Materials, Inc. - Common Stock | $348,486 | 0.22% | 482 | 上昇 ×1 | |||
| FREL | $336,833 | 0.22% | 11,496 | $27,476 | |||
| NUDM | $331,366 | 0.21% | 8,280 | $27,861 | 下落 ×1 | ||
| VEA | $274,313 | 0.18% | 3,850 | $27,605 | |||
| NUBD | $222,390 | 0.14% | 10,047 | $-754 | |||
| ASTS AST SpaceMobile, Inc. - Class A Common Stock | $222,150 | 0.14% | 2,500 | $14,975 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $202,629 | 0.13% | 567 | 上昇 ×1 | |||
| JOET | $200,461 | 0.13% | 4,331 | 上昇 ×1 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $142,948 | 0.09% | 10,813 | $-68,509 | 下落 ×1 | ||
| EOD Allspring Global Dividend Opportunity Fund Common Shares of Beneficial Interest | $79,033 | 0.05% | 12,103 | $8,473 | |||
| REKR Rekor Systems, Inc. - Common Stock | $10,424 | 0.01% | 15,000 | $-1,876 | |||
| HUMA Humacyte, Inc. - Common Stock | $10,145 | 0.01% | 13,000 | $2,258 | |||
| DFNS T3 Defense Inc. - Common Stock | $7,003 | 0.00% | 40,952 | $-22,372 | |||
| 一致なし | |||||||
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。
上位変動銘柄（四半期比）
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。
| 証券 | 四半期 | 変更前株式数 | 変更前評価額 | 解消後の価格 |
|---|---|---|---|---|
| TMDX | 2026年6月30日 | 2,326 | $231,228 | 41.1% |