Clarity Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Clarity Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 116 只证券，申报市值合计 5.67 亿美元。前几大持仓：QQQ（6.91%）、AAPL（6.83%）、SPY（6.74%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $39.2M | 6.91% | 53,200 | 减持 |
| 2 | AAPL | APPLE INC | $38.7M | 6.83% | 133,752 | 减持 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $38.2M | 6.74% | 51,157 | 减持 |
| 4 | VTI | VANGUARD INDEX FDS | $37.1M | 6.54% | 100,173 | 减持 |
| 5 | VIG | VANGUARD SPECIALIZED FUNDS | $25.0M | 4.41% | 105,705 | 增持 |
| 6 | DIA | STATE STR SPDR DOW JONES IND | $23.7M | 4.17% | 45,279 | 增持 |
| 7 | IJH | ISHARES TR | $23.3M | 4.11% | 302,394 | 增持 |
| 8 | VXUS | VANGUARD STAR FDS | $23.3M | 4.11% | 272,333 | 增持 |
| 9 | GOOGL | ALPHABET INC | $18.2M | 3.21% | 50,981 | 减持 |
| 10 | VB | VANGUARD INDEX FDS | $17.8M | 3.14% | 58,679 | 增持 |
| 11 | VYMI | VANGUARD WHITEHALL FDS | $17.5M | 3.09% | 178,258 | 增持 |
| 12 | CGGO | CAPITAL GROUP GBL GROWTH EQT | $15.5M | 2.73% | 366,115 | 增持 |
| 13 | EEM | ISHARES TR | $15.1M | 2.67% | 220,974 | 增持 |
| 14 | CGBL | CAPITAL GROUP CORE BALANCED | $14.0M | 2.48% | 369,648 | 增持 |
| 15 | JCPB | J P MORGAN EXCHANGE TRADED F | $12.3M | 2.18% | 262,601 | 增持 |
| 16 | BIV | VANGUARD BD INDEX FDS | $12.0M | 2.11% | 155,914 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $11.7M | 2.06% | 58,403 | 增持 |
| 18 | FBND | FIDELITY MERRIMACK STR TR | $11.6M | 2.05% | 255,355 | 增持 |
| 19 | COST | COSTCO WHOLESALE CORPORATION | $11.1M | 1.95% | 11,832 | 增持 |
| 20 | C | CITIGROUP INC | $10.9M | 1.93% | 78,076 | 减持 |
| 21 | JPM | JPMORGAN CHASE & CO | $11.0M | 1.93% | 33,494 | 减持 |
| 22 | META | META PLATFORMS INC | $10.3M | 1.82% | 18,356 | 增持 |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $10.2M | 1.80% | 20,379 | 增持 |
| 24 | GOOG | ALPHABET INC | $9.7M | 1.71% | 27,459 | 减持 |
| 25 | ABBV | ABBVIE INC | $8.7M | 1.53% | 34,503 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR