Clear Investment Research, LLC 13F 持仓 · 2026年Q2
Clear Investment Research 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 57 只证券，申报市值合计 6,423.60 万美元。前几大持仓：IVV（13.34%）、EDV（8.13%）、FBND（7.00%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $8.6M | 13.34% | 11,445 | 减持 |
| 2 | EDV | VANGUARD WORLD FD | $5.2M | 8.13% | 80,291 | 减持 |
| 3 | FBND | FIDELITY MERRIMACK STR TR | $4.5M | 7.00% | 98,897 | 减持 |
| 4 | SCHX | SCHWAB STRATEGIC TR | $3.3M | 5.15% | 112,481 | 减持 |
| 5 | LLY | ELI LILLY & CO | $3.3M | 5.07% | 2,718 | 减持 |
| 6 | GPK | GRAPHIC PACKAGING HLDG CO | $2.0M | 3.11% | 188,840 | 增持 |
| 7 | AAPL | APPLE INC | $1.9M | 3.02% | 6,702 | 增持 |
| 8 | SPMD | SPDR SERIES TRUST | $1.8M | 2.81% | 26,764 | 增持 |
| 9 | ANGL | VANECK ETF TRUST | $1.7M | 2.68% | 58,809 | 增持 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $1.7M | 2.63% | 23,671 | 增持 |
| 11 | FBCG | FIDELITY COVINGTON TRUST | $1.7M | 2.62% | 27,110 | 减持 |
| 12 | IJH | ISHARES TR | $1.6M | 2.55% | 21,225 | 减持 |
| 13 | SCHM | SCHWAB STRATEGIC TR | $1.5M | 2.28% | 39,745 | 减持 |
| 14 | IJR | ISHARES TR | $1.4M | 2.17% | 9,414 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $1.2M | 1.91% | 3,290 | 增持 |
| 16 | SCHO | SCHWAB STRATEGIC TR | $1.2M | 1.86% | 49,543 | 增持 |
| 17 | NVDA | NVIDIA CORPORATION | $1.2M | 1.85% | 5,931 | 增持 |
| 18 | SCHP | SCHWAB STRATEGIC TR | $971,686 | 1.51% | 36,667 | 减持 |
| 19 | BAC | BANK OF AMER CORP | $966,089 | 1.50% | 16,955 | 增持 |
| 20 | AMZN | AMAZON COM INC | $947,878 | 1.48% | 3,977 | 增持 |
| 21 | SCHG | SCHWAB STRATEGIC TR | $905,457 | 1.41% | 26,757 | 增持 |
| 22 | GOOGL | ALPHABET INC | $881,949 | 1.37% | 2,468 | 减持 |
| 23 | SCHA | SCHWAB STRATEGIC TR | $823,330 | 1.28% | 22,788 | 减持 |
| 24 | TLT | ISHARES TR | $766,235 | 1.19% | 8,866 | 减持 |
| 25 | MUNI | PIMCO ETF TR | $735,410 | 1.14% | 13,981 | 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