Clarity Wealth Advisors, LLC

CIK 1767384 · 在 SEC EDGAR 上查看 ↗

投资组合价值同比（季度）：+1.4% 13F不披露现金

前十大持仓权重49.96%

前二十五大持仓权重82.22%

持仓高于 1%29

有效持仓数量28.1

仅基于13F多头股票持仓（现金、债券、空头未披露）

周转率 Q3 2026: 1.43% 估计买入 $11885635 · 卖出 $8140428

中位数持有期：7.0 季度跟踪时间 Q1 2025–Q3 2026 · 86.7% 仍持有

新仓位3

增加45

减少53

已结清3

投资组合价值 $574.8M 按 13F 价值排名第 3593（共 9339） · 前 38.5%

持仓 117

截至 2026年9月30日

行业细分

Technology 13.9%

Communication Services 7.7%

Financials 7.4%

Healthcare 4.0%

Retail 2.9%

Consumer Discretionary 1.1%

Utilities 0.1%

Energy 0.1%

Industrials 0.1%

Consumer products 0.0%

其他/未映射 62.6%

完整投资组合 117 持仓

按代码或公司名称搜索持仓

					连胜
AAPL Apple Inc. - Common Stock	$43842742	7.63%	131652	$5140294	下跌 ×3
SPY SPY	$37779665	6.57%	49539	$-422645	下跌 ×2
QQQ Invesco QQQ Trust, Series 1	$37767288	6.57%	51053	$-1409288	下跌 ×2
VTI Vanguard Morningstar Total Stock Market ETF	$36735296	6.39%	98160	$-332817	下跌 ×2
VIG Vanguard Div Appreciation ETF	$24976221	4.34%	107052	$-35666	上涨 ×6
VXUS Vanguard Total International Stock ETF	$23789920	4.14%	280013	$508142	上涨 ×6
DIA State Street SPDR Dow Jones Industrial Average ETF Trust	$23478440	4.08%	46167	$-175069	上涨 ×6
IJH iShares Trust	$22493434	3.91%	312626	$-824151	上涨 ×6
VYMI Vanguard International High Dividend Yield ETF	$18826985	3.28%	186166	$1322032	上涨 ×6
VB Vanguard Morningstar Small-Cap ETF	$17491502	3.04%	61484	$-295126	上涨 ×6
GOOGL Alphabet Inc. - Class A Common Stock	$17232012	3.00%	50081	$-987064	下跌 ×4
CGBL Capital Group Core Balanced ETF	$15781075	2.75%	429417	$1749237	上涨 ×6
EEM iShares, Inc.	$15405509	2.68%	230656	$288684	上涨 ×6
CGGO Capital Group Global Growth Equity ETF	$15240315	2.65%	383115	$-257333	上涨 ×6
META Meta Platforms, Inc. - Class A Common Stock	$13425776	2.34%	18514	$3085909	上涨 ×2
NVDA NVIDIA Corporation - Common Stock	$12601278	2.19%	55177	$1015506	下跌 ×1
JCPB JPMorgan Core Plus Bond ETF	$11966291	2.08%	267224	$-360200	上涨 ×6
BIV VANGUARD BOND INDEX FUNDS	$11495924	2.00%	157781	$-462680	上涨 ×6
FBND Fidelity Merrimack Street Trust	$11296223	1.97%	260883	$-319865	上涨 ×6
JPM JP Morgan Chase & Co. Common Stock	$11089945	1.93%	33522	$126309	上涨 ×1
COST Costco Wholesale Corporation - Common Stock	$11031234	1.92%	12118	$-37456	上涨 ×4
BRK-B (申报为 BRKB) Berkshire Hathaway Inc. Class B	$10316782	1.79%	20719	$119579	上涨 ×6
C Citigroup, Inc. Common Stock	$10050657	1.75%	77623	$-876908	下跌 ×5
GOOG Alphabet Inc. - Class C Capital Stock	$9327555	1.62%	27374	$-374677	下跌 ×3
ABBV AbbVie Inc. Common Stock	$9162215	1.59%	35025	$479777	上涨 ×6
V Visa Inc.	$8914125	1.55%	24808	$542306	上涨 ×6
JNJ Johnson & Johnson Common Stock	$8316279	1.45%	31413	$461837	上涨 ×6
TSLA Tesla, Inc. - Common Stock	$6039931	1.05%	17023	$-1144338	下跌 ×1
MSFT Microsoft Corporation - Common Stock	$5774368	1.00%	11258	$1593252	上涨 ×1
AMGN Amgen Inc. - Common Stock	$5008803	0.87%	11883	$705731
AMZN Amazon.com, Inc. - Common Stock	$4279348	0.74%	17176	$112976	下跌 ×2
JEPI JPMorgan Equity Premium Income ETF	$3504751	0.61%	62340	$-42146	下跌 ×1
JEPQ JPMorgan Nasdaq Equity Premium Income ETF	$3305595	0.58%	53960	$145474	上涨 ×6
VOO Vanguard S&P 500 ETF	$3149629	0.55%	4494	$65183	上涨 ×6
IVV iShares Core S&P 500 ETF	$2723347	0.47%	3556	$-64450	下跌 ×3
TQQQ ProShares UltraPro QQQ	$2607784	0.45%	33420	$-76556	上涨 ×1
INTC Intel Corporation - Common Stock	$2310391	0.40%	19216	$-424064	下跌 ×1
IGM iShares Expanded Tech Sector ETF	$2190418	0.38%	12958	$-195718	下跌 ×6
IXJ iShares Global Healthcare ETF	$1750471	0.30%	17141	$-121633	下跌 ×6
CSCO Cisco Systems, Inc. - Common Stock	$1611385	0.28%	14972	$-151047	下跌 ×4
ANET Arista Networks, Inc. Common Stock	$1536087	0.27%	7545	$188939	下跌 ×1
VCR VANGUARD WORLD FUND	$1489154	0.26%	4083	$-350882	下跌 ×6
AMD Advanced Micro Devices, Inc. - Common Stock	$1398483	0.24%	2286	$21145	下跌 ×3
AVGO Broadcom Inc. - Common Stock	$1361212	0.24%	3876	$-130523	下跌 ×5
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock	$1269741	0.22%	4796	$354736	上涨 ×1
SCHX SCHWAB STRATEGIC TRUST	$1231961	0.21%	41065	$-12730	下跌 ×3
JPST JPMorgan Ultra-Short Income ETF	$1226587	0.21%	24352	$-105798	下跌 ×2
VGLT Vanguard Long-Term Treasury ETF	$1212116	0.21%	24175	$-113826	上涨 ×1
PLTR Palantir Technologies Inc. - Class A Common Stock	$1052343	0.18%	5626	$417075	上涨 ×3
SMCI Super Micro Computer, Inc. - Common Stock	$949538	0.17%	23120	$301052	上涨 ×1
SNPS Synopsys, Inc. - Common Stock	$928597	0.16%	2135	$-25993	下跌 ×1
AMAT Applied Materials, Inc. - Common Stock	$915370	0.16%	1790	$-378800
PANW Palo Alto Networks, Inc. - Common Stock	$900702	0.16%	2267	$127610
ORCL Oracle Corporation Common Stock	$862720	0.15%	6283	$78102	上涨 ×3
NFLX Netflix, Inc. - Common Stock	$814851	0.14%	11711	$36591	上涨 ×6
IBB iShares Trust	$771803	0.13%	3666	$12184	下跌 ×6
FISV Fiserv, Inc. - Common Stock	$768060	0.13%	17000	$-65790
CDNS Cadence Design Systems, Inc. - Common Stock	$716171	0.12%	2169	$-97898
PEG Public Service Enterprise Group Incorporated Common Stock	$677533	0.12%	10061	$-131059	上涨 ×6
MA Mastercard Incorporated Common Stock	$671403	0.12%	1217	$12771	下跌 ×6
IWF iShares Trust	$668888	0.12%	5340	$-16903	下跌 ×1
ITOT iShares Trust	$646451	0.11%	3888	$404362	上涨 ×1
VUG Vanguard Morningstar Growth ETF	$639817	0.11%	7100	$-9540	下跌 ×1
BALI iShares U.S. Large Cap Premium Income Active ETF	$609942	0.11%	17700	$28066	上涨 ×2
CVX Chevron Corporation Common Stock	$596380	0.10%	2920	$37367	下跌 ×1
IJR iShares Trust	$589608	0.10%	4334	$-41265	上涨 ×4
XLF SELECT SECTOR SPDR TRUST	$551355	0.10%	10325	$-75413	下跌 ×6
IBM International Business Machines Corporation Common Stock	$544107	0.09%	2474	$122854	上涨 ×1
CAT Caterpillar, Inc. Common Stock	$508506	0.09%	627	$-266770	下跌 ×3
SHOP Shopify Inc. - Class A Subordinate Voting Shares	$493691	0.09%	3329	$107192	下跌 ×2
DIS Walt Disney Company (The) Common Stock	$456946	0.08%	4356	$5222	下跌 ×5
SCHB SCHWAB STRATEGIC TRUST	$449154	0.08%	15324	$-59067	下跌 ×6
CRM Salesforce, Inc. Common Stock	$438708	0.08%	1911	$165806	上涨 ×1
GPIX Goldman Sachs S&P 500 Premium Income ETF	$429891	0.07%	7700	$54793	上涨 ×2
VWO Vanguard FTSE Emerging Markets ETF	$422571	0.07%	7125	$-4677	下跌 ×2
LOGI Logitech International S.A. - Registered Shares	$418604	0.07%	4145	$5110	下跌 ×1
CVNA Carvana Co. Class A Common Stock	$410763	0.07%	6568	$-21543
QCOM QUALCOMM Incorporated - Common Stock	$403921	0.07%	2195	$-8923	下跌 ×4
IEMG iShares, Inc.	$403563	0.07%	4972	$-47786	下跌 ×1
SCHM SCHWAB STRATEGIC TRUST	$386053	0.07%	11348	$-32341
SDY SPDR SERIES TRUST	$385250	0.07%	2630	$-67651	下跌 ×3
SNOW Snowflake Inc. Common Stock	$373516	0.06%	1100	$88476	下跌 ×1
BAC Bank of America Corporation Common Stock	$370325	0.06%	6804	$7605	上涨 ×1
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF	$366144	0.06%	6315	$69594	上涨 ×2
MRVL Marvell Technology, Inc. - Common Stock	$355098	0.06%	1344		上涨 ×1
LLY Eli Lilly and Company Common Stock	$352601	0.06%	305	$-23614	下跌 ×1
PRF Invesco Exchange-Traded Fund Trust	$346522	0.06%	6366	$-14202	下跌 ×3
IXN iShares Global Tech ETF	$344098	0.06%	2322	$13	下跌 ×4
IYY iShares Trust	$340209	0.06%	1835	$-9222	下跌 ×1
HD Home Depot, Inc. (The) Common Stock	$335627	0.06%	1180	$-101907	下跌 ×3
VYM Vanguard High Dividend Yield ETF	$332438	0.06%	2142	$-114155	下跌 ×1
VOOG Vanguard S&P 500 Growth ETF	$324765	0.06%	3799	$11006	上涨 ×3
DLN WisdomTree Trust	$314933	0.05%	3240	$-15354	下跌 ×3
VEA VANGUARD TAX-MANAGED FUNDS	$314144	0.05%	4449	$-1636	上涨 ×1
ADSK Autodesk, Inc. - Common Stock	$310365	0.05%	1485	$13874	下跌 ×1
FICO Fair Isaac Corporation Common Stock	$305122	0.05%	515	$-310190
SCHF SCHWAB STRATEGIC TRUST	$292142	0.05%	10635	$-2446
RIVN Rivian Automotive, Inc. - Class A Common Stock	$279214	0.05%	18689	$-11728	上涨 ×1
TGT Target Corporation Common Stock	$269507	0.05%	1720	$44858
NTNX Nutanix, Inc. - Class A Common Stock	$261996	0.05%	3721	$46894	下跌 ×1
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	$24976221	4.34%	上涨 ×6
VXUS	$23789920	4.14%	上涨 ×6
DIA	$23478440	4.08%	上涨 ×6
IJH	$22493434	3.91%	上涨 ×6
VYMI	$18826985	3.28%	上涨 ×6
VB	$17491502	3.04%	上涨 ×6
CGBL	$15781075	2.75%	上涨 ×6
EEM	$15405509	2.68%	上涨 ×6
CGGO	$15240315	2.65%	上涨 ×6
JCPB	$11966291	2.08%	上涨 ×6
BIV	$11495924	2.00%	上涨 ×6
FBND	$11296223	1.97%	上涨 ×6
COST	$11031234	1.92%	上涨 ×4
BRK-B (申报为 BRKB)	$10316782	1.79%	上涨 ×6
ABBV	$9162215	1.59%	上涨 ×6

最大新仓位

本季度新开仓位，按规模从大到小排序。

证券	价值	股份	% 占投资组合
MRVL	$355098	1344	0.06%
W	$205120	2000	0.04%
NET	$203853	587	0.04%

季度涨幅榜

证券	操作	股份变动	价值变动
AAPL	削减	-2K	+$5.1M
META	增持	+158	+$3.1M
CGBL	增持	+60K	+$1.7M
MSFT	增持	+49	+$1.6M
QQQ	削减	-2K	-$1.4M
VYMI	增持	+8K	+$1.3M
TSLA	削减	-58	-$1.1M
NVDA	削减	-3K	+$1.0M
GOOGL	削减	-900	-$987K
C	削减	-453	-$877K

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	-3.0%
WDAY	2026年3月31日	1542	$331191	57.9%
DUOL	2025年6月30日	950	$295013	-65.7%
UNH	2025年6月30日	536	$280841	31.4%
NTNX	2026年3月31日	5221	$269873	94.3%
VRNT	2025年12月31日	11805	$239051	不再跟踪
SNOW	2026年3月31日	1070	$234715	124.9%
WMT	2026年9月30日	2000	$226547	14.5%
SCHG	2026年3月31日	6896	$224952	24.5%
BX	2025年12月31日	1299	$221934	-22.8%
GS	2026年9月30日	218	$220479	1.4%
UBER	2025年9月30日	2263	$211138	-32.9%
PINS	2026年3月31日	8060	$208673	13.7%
MCD	2026年9月30日	757	$204639	7.9%
VV	2026年3月31日	650	$204514
FISV	2026年3月31日	3010	$202182	-14.5%
W	2026年3月31日	2000	$200820	50.4%
BR	2025年9月30日	824	$200257	-25.4%
BXMX	2025年9月30日	10091	$140063	不再跟踪
CLOV	2025年12月31日	10000	$30600	96.8%