Clearview Wealth Management LLC
CIK 1857588 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $155.6M
- 持仓
- 62
- 截至
- 2026年6月30日
按 13F 价值排名第 7271（共 9443） · 前 77.0%
投资组合价值同比（季度）：+10.1% 13F不披露现金
- 前十大持仓权重
- 64.92%
- 前二十五大持仓权重
- 86.88%
- 持仓高于 1%
- 21
- 有效持仓数量
- 12.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.67% 估计买入 $2472661 · 卖出 $4124382
- 新仓位
- 3
- 增加
- 9
- 减少
- 31
- 已结清
- 1
本页内容
行业细分
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%
其他/未映射
90.5%
完整投资组合 62 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPHQ | $36309283 | 23.34% | 402989 | $5607068 | 下跌 ×1 | ||
| XMHQ | $14469733 | 9.30% | 128187 | $1166942 | 下跌 ×1 | ||
| JAAA | $11230264 | 7.22% | 222426 | $-1823953 | 下跌 ×1 | ||
| IQLT | $9881144 | 6.35% | 199418 | $752230 | 上涨 ×1 | ||
| SPYM | $6411549 | 4.12% | 72958 | $668756 | 下跌 ×1 | ||
| FBND | $5595963 | 3.60% | 123015 | $-93177 | 下跌 ×1 | ||
| SPY SPY | $4521335 | 2.91% | 6055 | $549573 | 下跌 ×1 | ||
| MTUM | $4359083 | 2.80% | 12715 | $1066180 | 下跌 ×1 | ||
| JBBB | $4330126 | 2.78% | 91449 | $-1530 | 下跌 ×1 | ||
| USEW | $3900457 | 2.51% | 69865 | $376549 | 下跌 ×1 | ||
| XLK XLK | $3859824 | 2.48% | 20259 | $1115777 | 下跌 ×1 | ||
| VOO | $3217705 | 2.07% | 4685 | $418183 | |||
| AGG | $2976428 | 1.91% | 30071 | $-57362 | 下跌 ×1 | ||
| IEFA | $2837424 | 1.82% | 29379 | $163620 | 下跌 ×1 | ||
| SDSI American Century Short Duration Strategic Income ETF | $2678159 | 1.72% | 52155 | $-121605 | 下跌 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $2537622 | 1.63% | 7182 | $466489 | 下跌 ×1 | ||
| AAPL Apple Inc. - Common Stock | $2502252 | 1.61% | 8648 | $305218 | 下跌 ×1 | ||
| LOAR Loar Holdings Inc. Common Stock | $2176551 | 1.40% | 27001 | $629664 | |||
| SCHA | $2130514 | 1.37% | 58968 | $386296 | 下跌 ×1 | ||
| VO | $2067748 | 1.33% | 25664 | $225201 | 上涨 ×1 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $1588740 | 1.02% | 20103 | $-4508 | 上涨 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1474958 | 0.95% | 7371 | $175439 | 下跌 ×1 | ||
| XLRE XLRE | $1427188 | 0.92% | 32414 | $78491 | 下跌 ×1 | ||
| VTEB | $1384172 | 0.89% | 27366 | $19331 | 上涨 ×1 | ||
| IJR | $1316229 | 0.85% | 8875 | $198893 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $1218697 | 0.78% | 3267 | $12497 | 上涨 ×1 | ||
| CGGR | $1209122 | 0.78% | 25617 | $213616 | 上涨 ×1 | ||
| V Visa Inc. | $1131168 | 0.73% | 3297 | $140123 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $1022240 | 0.66% | 4289 | $128970 | |||
| BRKB | $1014791 | 0.65% | 2028 | $42494 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $994195 | 0.64% | 6784 | $-5270 | 下跌 ×1 | ||
| AOA | $967796 | 0.62% | 9916 | $66505 | 下跌 ×1 | ||
| CGNG | $937661 | 0.60% | 25031 | $134425 | 下跌 ×1 | ||
| IJH | $899874 | 0.58% | 11670 | $111799 | |||
| VV | $866309 | 0.56% | 2519 | $131437 | 上涨 ×1 | ||
| VTV | $747718 | 0.48% | 3431 | $13145 | 下跌 ×1 | ||
| AOR | $744345 | 0.48% | 10710 | $57988 | 上涨 ×1 | ||
| SPEM | $716635 | 0.46% | 13840 | $11765 | 下跌 ×1 | ||
| TAXF | $660893 | 0.42% | 13001 | $5525 | 下跌 ×1 | ||
| SMLV | $651010 | 0.42% | 4137 | $69939 | 下跌 ×1 | ||
| RODM | $606756 | 0.39% | 15015 | $14865 | |||
| XLV XLV | $568479 | 0.37% | 3583 | $43175 | |||
| TSLA Tesla, Inc. - Common Stock | $528063 | 0.34% | 1256 | $54825 | 下跌 ×1 | ||
| TIP | $504582 | 0.32% | 4611 | $-12124 | 下跌 ×1 | ||
| NULG | $465431 | 0.30% | 3976 | $103854 | |||
| AVGO Broadcom Inc. - Common Stock | $434882 | 0.28% | 1151 | $78578 | |||
| NULV | $385173 | 0.25% | 7705 | $34595 | |||
| XLE XLE | $379683 | 0.24% | 7149 | $-58265 | |||
| USMV | $364426 | 0.23% | 3778 | $14054 | |||
| AMAT Applied Materials, Inc. - Common Stock | $348486 | 0.22% | 482 | 上涨 ×1 | |||
| FREL | $336833 | 0.22% | 11496 | $27476 | |||
| NUDM | $331366 | 0.21% | 8280 | $27861 | 下跌 ×1 | ||
| VEA | $274313 | 0.18% | 3850 | $27605 | |||
| NUBD | $222390 | 0.14% | 10047 | $-754 | |||
| ASTS AST SpaceMobile, Inc. - Class A Common Stock | $222150 | 0.14% | 2500 | $14975 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $202629 | 0.13% | 567 | 上涨 ×1 | |||
| JOET | $200461 | 0.13% | 4331 | 上涨 ×1 | |||
| PDO PIMCO Dynamic Income Opportunities Fund Common Shares of Beneficial Interest | $142948 | 0.09% | 10813 | $-68509 | 下跌 ×1 | ||
| EOD Allspring Global Dividend Opportunity Fund Common Shares of Beneficial Interest | $79033 | 0.05% | 12103 | $8473 | |||
| REKR Rekor Systems, Inc. - Common Stock | $10424 | 0.01% | 15000 | $-1876 | |||
| HUMA Humacyte, Inc. - Common Stock | $10145 | 0.01% | 13000 | $2258 | |||
| DFNS T3 Defense Inc. - Common Stock | $7003 | 0.00% | 40952 | $-22372 | |||
| 无匹配项 | |||||||
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 |
|---|---|---|---|---|
| TMDX | 2026年6月30日 | 2326 | $231228 | 38.8% |