Clarity Wealth Advisors, LLC
CIK 1767384 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $566.7M
- 持仓
- 117
- 截至
- 2026年6月30日
按 13F 价值排名第 3490（共 9443） · 前 37.0%
投资组合价值同比（季度）：+16.5% 13F不披露现金
- 前十大持仓权重
- 50.19%
- 前二十五大持仓权重
- 82.22%
- 持仓高于 1%
- 28
- 有效持仓数量
- 28.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.38% 估计买入 $22375890 · 卖出 $7250993
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 88.0% 仍持有
- 新仓位
- 11
- 增加
- 44
- 减少
- 48
- 已结清
- 1
本页内容
行业细分
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%
其他/未映射
65.7%
完整投资组合 117 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| QQQ Invesco QQQ Trust, Series 1 | $39176576 | 6.91% | 53200 | $7686714 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $38702448 | 6.83% | 133752 | $4330622 | 下跌 ×2 | ||
| SPY SPY | $38202310 | 6.74% | 51157 | $4586299 | 下跌 ×1 | ||
| VTI | $37068113 | 6.54% | 100173 | $4763825 | 下跌 ×1 | ||
| VIG | $25011887 | 4.41% | 105705 | $2617291 | 上涨 ×6 | ||
| DIA | $23653509 | 4.17% | 45279 | $3406636 | 上涨 ×6 | ||
| IJH | $23317585 | 4.11% | 302394 | $3877881 | 上涨 ×6 | ||
| VXUS Vanguard Total International Stock ETF | $23281778 | 4.11% | 272333 | $3369020 | 上涨 ×6 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $18219076 | 3.21% | 50981 | $2952125 | 下跌 ×3 | ||
| VB | $17786628 | 3.14% | 58679 | $3353973 | 上涨 ×6 | ||
| VYMI Vanguard International High Dividend Yield ETF | $17504953 | 3.09% | 178258 | $2231743 | 上涨 ×6 | ||
| CGGO | $15497648 | 2.73% | 366115 | $4144140 | 上涨 ×6 | ||
| EEM | $15116825 | 2.67% | 220974 | $3229207 | 上涨 ×6 | ||
| CGBL | $14031838 | 2.48% | 369648 | $3972384 | 上涨 ×6 | ||
| JCPB | $12326491 | 2.18% | 262601 | $800836 | 上涨 ×6 | ||
| BIV | $11958604 | 2.11% | 155914 | $624953 | 上涨 ×6 | ||
| FBND | $11616088 | 2.05% | 255355 | $857900 | 上涨 ×6 | ||
| NVDA NVIDIA Corporation - Common Stock | $11585772 | 2.04% | 57903 | $2534356 | 上涨 ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $11068690 | 1.95% | 11832 | $-621211 | 上涨 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $10963636 | 1.93% | 33494 | $1066178 | 下跌 ×1 | ||
| C Citigroup, Inc. Common Stock | $10927565 | 1.93% | 78076 | $1837179 | 下跌 ×4 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $10339867 | 1.82% | 18356 | $-10903 | 上涨 ×1 | ||
| BRKB | $10197203 | 1.80% | 20379 | $618230 | 上涨 ×6 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $9702232 | 1.71% | 27459 | $1664309 | 下跌 ×2 | ||
| ABBV AbbVie Inc. Common Stock | $8682438 | 1.53% | 34503 | $1327348 | 上涨 ×6 | ||
| V Visa Inc. | $8371819 | 1.48% | 24401 | $1158626 | 上涨 ×6 | ||
| JNJ Johnson & Johnson Common Stock | $7854442 | 1.39% | 30927 | $461024 | 上涨 ×6 | ||
| TSLA Tesla, Inc. - Common Stock | $7184269 | 1.27% | 17081 | $893887 | 上涨 ×1 | ||
| AMGN Amgen Inc. - Common Stock | $4303072 | 0.76% | 11883 | $101279 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $4181116 | 0.74% | 11209 | $19659 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4166372 | 0.74% | 17481 | $456294 | 下跌 ×1 | ||
| JEPI | $3546897 | 0.63% | 62799 | $48499 | 上涨 ×1 | ||
| JEPQ JPMorgan Nasdaq Equity Premium Income ETF | $3160121 | 0.56% | 51418 | $410578 | 上涨 ×6 | ||
| VOO | $3084446 | 0.54% | 4491 | $485080 | 上涨 ×6 | ||
| IVV | $2787797 | 0.49% | 3723 | $302204 | 下跌 ×2 | ||
| INTC Intel Corporation - Common Stock | $2734455 | 0.48% | 19584 | $1907465 | 上涨 ×1 | ||
| TQQQ ProShares UltraPro QQQ | $2684340 | 0.47% | 33140 | $1194697 | 下跌 ×1 | ||
| IGM | $2386136 | 0.42% | 14587 | $407026 | 下跌 ×6 | ||
| IXJ | $1872104 | 0.33% | 19029 | $-456271 | 下跌 ×6 | ||
| VCR | $1840036 | 0.32% | 4639 | $-430961 | 下跌 ×6 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1762432 | 0.31% | 15005 | $595981 | 下跌 ×3 | ||
| AVGO Broadcom Inc. - Common Stock | $1491735 | 0.26% | 3949 | $255830 | 下跌 ×4 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $1377338 | 0.24% | 2371 | $787798 | 下跌 ×2 | ||
| ANET Arista Networks, Inc. Common Stock | $1347148 | 0.24% | 7930 | $613169 | 上涨 ×2 | ||
| JPST | $1332385 | 0.24% | 26347 | $-13241 | 下跌 ×1 | ||
| VGLT Vanguard Long-Term Treasury ETF | $1325942 | 0.23% | 24029 | 上涨 ×1 | |||
| AMAT Applied Materials, Inc. - Common Stock | $1294170 | 0.23% | 1790 | $682366 | |||
| SCHX | $1244691 | 0.22% | 42293 | $138270 | 下跌 ×2 | ||
| SNPS Synopsys, Inc. - Common Stock | $954590 | 0.17% | 2140 | $106123 | |||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $915005 | 0.16% | 1199 | $446123 | 下跌 ×1 | ||
| FISV Fiserv, Inc. - Common Stock | $833850 | 0.15% | 17000 | ||||
| CDNS Cadence Design Systems, Inc. - Common Stock | $814069 | 0.14% | 2169 | $211369 | |||
| PEG Public Service Enterprise Group Incorporated Common Stock | $808592 | 0.14% | 9963 | $8613 | 上涨 ×6 | ||
| ORCL Oracle Corporation Common Stock | $784618 | 0.14% | 5354 | $-1757 | 上涨 ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $778260 | 0.14% | 10900 | $-241315 | 上涨 ×5 | ||
| CAT Caterpillar, Inc. Common Stock | $775276 | 0.14% | 728 | $71217 | 下跌 ×2 | ||
| PANW Palo Alto Networks, Inc. - Common Stock | $773092 | 0.14% | 2267 | $409166 | 下跌 ×1 | ||
| IBB IBB | $759619 | 0.13% | 3994 | $-56171 | 下跌 ×6 | ||
| IWF | $685791 | 0.12% | 5523 | $8241 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $658632 | 0.12% | 1282 | $-7051 | 下跌 ×6 | ||
| VUG | $649357 | 0.11% | 7538 | $6664 | 上涨 ×1 | ||
| SMCI Super Micro Computer, Inc. - Common Stock | $648486 | 0.11% | 22110 | $145041 | |||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $635268 | 0.11% | 5445 | $-156838 | 上涨 ×2 | ||
| IJR | $630873 | 0.11% | 4254 | $138633 | 上涨 ×3 | ||
| XLF XLF | $626768 | 0.11% | 11691 | $-215895 | 下跌 ×6 | ||
| FICO Fair Isaac Corporation Common Stock | $615312 | 0.11% | 515 | $66596 | 上涨 ×2 | ||
| BALI | $581876 | 0.10% | 17200 | $58106 | 上涨 ×1 | ||
| CVX Chevron Corporation Common Stock | $559013 | 0.10% | 3372 | $-109754 | 上涨 ×1 | ||
| SCHB | $508221 | 0.09% | 17549 | $42455 | 下跌 ×5 | ||
| SDY | $452901 | 0.08% | 2976 | $806 | 下跌 ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $451724 | 0.08% | 4693 | $-36301 | 下跌 ×4 | ||
| IEMG | $451349 | 0.08% | 5448 | $75435 | 上涨 ×2 | ||
| VYM | $446593 | 0.08% | 2826 | $28062 | |||
| HD Home Depot, Inc. (The) Common Stock | $437534 | 0.08% | 1241 | $22292 | 下跌 ×2 | ||
| CVNA Carvana Co. Class A Common Stock | $432306 | 0.08% | 6568 | $17953 | 上涨 ×1 | ||
| VWO | $427248 | 0.08% | 7158 | $9065 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $421253 | 0.07% | 1498 | $55244 | 下跌 ×5 | ||
| SCHM | $418394 | 0.07% | 11348 | $67065 | |||
| LOGI Logitech International S.A. - Registered Shares | $413494 | 0.07% | 4397 | 上涨 ×1 | |||
| QCOM QUALCOMM Incorporated - Common Stock | $412844 | 0.07% | 2234 | $90179 | 下跌 ×3 | ||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $386499 | 0.07% | 3385 | $-32823 | 下跌 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $376215 | 0.07% | 314 | $89629 | 上涨 ×1 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $375098 | 0.07% | 6750 | $47336 | 上涨 ×1 | ||
| BAC Bank of America Corporation Common Stock | $362720 | 0.06% | 6366 | $47107 | 下跌 ×1 | ||
| PRF | $360724 | 0.06% | 6676 | $40639 | 下跌 ×2 | ||
| IYY | $349431 | 0.06% | 1917 | $45682 | |||
| IXN | $344085 | 0.06% | 2382 | $88508 | 下跌 ×3 | ||
| DLN | $330287 | 0.06% | 3429 | $15572 | 下跌 ×2 | ||
| GE GE Aerospace Common Stock | $318145 | 0.06% | 851 | $103355 | 上涨 ×2 | ||
| VEA | $315780 | 0.06% | 4432 | $22230 | 下跌 ×1 | ||
| VOOG | $313759 | 0.06% | 3798 | $55804 | 上涨 ×2 | ||
| CRWV CoreWeave, Inc. - Class A Common Stock | $298620 | 0.05% | 3000 | $66210 | |||
| GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF | $296550 | 0.05% | 5000 | $58998 | 上涨 ×1 | ||
| ADSK Autodesk, Inc. - Common Stock | $296491 | 0.05% | 1525 | $-68594 | |||
| SCHF | $294588 | 0.05% | 10635 | $30712 | 下跌 ×1 | ||
| RIVN Rivian Automotive, Inc. - Class A Common Stock | $290942 | 0.05% | 16769 | $38569 | |||
| SNOW Snowflake Inc. Common Stock | $285040 | 0.05% | 1120 | ||||
| PG Procter & Gamble Company (The) Common Stock | $275830 | 0.05% | 1881 | $-18250 | 下跌 ×6 | ||
| CRM Salesforce, Inc. Common Stock | $272902 | 0.05% | 1742 | $-62357 | 下跌 ×4 | ||
| SCHA | $267758 | 0.05% | 7411 | $52247 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| VIG | $25011887 | 4.41% | 上涨 ×6 |
| DIA | $23653509 | 4.17% | 上涨 ×6 |
| IJH | $23317585 | 4.11% | 上涨 ×6 |
| VXUS | $23281778 | 4.11% | 上涨 ×6 |
| VB | $17786628 | 3.14% | 上涨 ×6 |
| VYMI | $17504953 | 3.09% | 上涨 ×6 |
| CGGO | $15497648 | 2.73% | 上涨 ×6 |
| EEM | $15116825 | 2.67% | 上涨 ×6 |
| CGBL | $14031838 | 2.48% | 上涨 ×6 |
| JCPB | $12326491 | 2.18% | 上涨 ×6 |
| BIV | $11958604 | 2.11% | 上涨 ×6 |
| FBND | $11616088 | 2.05% | 上涨 ×6 |
| COST | $11068690 | 1.95% | 上涨 ×3 |
| BRKB | $10197203 | 1.80% | 上涨 ×6 |
| ABBV | $8682438 | 1.53% | 上涨 ×6 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| HON | 2026年6月30日 | 1961 | $443268 | -1.9% |
| WDAY | 2026年3月31日 | 1542 | $331191 | 50.4% |
| DUOL | 2025年6月30日 | 950 | $295013 | -64.6% |
| UNH | 2025年6月30日 | 536 | $280841 | 24.2% |
| NTNX | 2026年3月31日 | 5221 | $269873 | 74.2% |
| VRNT | 2025年12月31日 | 11805 | $239051 | 不再跟踪 |
| TGT | 2025年3月31日 | 1743 | $235676 | 55.6% |
| SNOW | 2026年3月31日 | 1070 | $234715 | 109.5% |
| SCHG | 2026年3月31日 | 6896 | $224952 | 不再跟踪 |
| BX | 2025年12月31日 | 1299 | $221934 | -7.0% |
| UBER | 2025年9月30日 | 2263 | $211138 | -20.2% |
| PINS | 2026年3月31日 | 8060 | $208673 | 25.8% |
| VV | 2026年3月31日 | 650 | $204514 | 不再跟踪 |
| FISV | 2026年3月31日 | 3010 | $202182 | -7.6% |
| W | 2026年3月31日 | 2000 | $200820 | 34.6% |
| BR | 2025年9月30日 | 824 | $200257 | -24.8% |
| BXMX | 2025年9月30日 | 10091 | $140063 | 不再跟踪 |
| CLOV | 2025年12月31日 | 10000 | $30600 | 74.5% |