Clear Trail Advisors, LLC 13F 持仓 · 2026年Q2
Clear Trail Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 161 只证券，申报市值合计 6.55 亿美元。前几大持仓：DRI（5.07%）、XOM（4.92%）、AAPL（3.37%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DRI | DARDEN RESTAURANTS INC | $33.2M | 5.07% | 161,294 | 增持 |
| 2 | XOM | EXXON MOBIL CORP | $32.2M | 4.92% | 235,825 | 新建仓 |
| 3 | AAPL | APPLE INC | $22.1M | 3.37% | 76,232 | 减持 |
| 4 | DIVO | AMPLIFY ETF TR | $18.8M | 2.87% | 412,141 | 增持 |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | $18.7M | 2.86% | 369,734 | 增持 |
| 6 | CGMU | CAPITAL GRP FIXED INCM ETF T | $18.2M | 2.78% | 663,356 | 增持 |
| 7 | AVGO | BROADCOM INC | $18.1M | 2.76% | 47,851 | 减持 |
| 8 | JPM | JPMORGAN CHASE & CO | $17.9M | 2.73% | 54,669 | 减持 |
| 9 | GIS | GENERAL MLS INC | $17.6M | 2.69% | 506,727 | 增持 |
| 10 | CGCB | CAPITAL GRP FIXED INCM ETF T | $16.3M | 2.49% | 623,439 | 增持 |
| 11 | WCPB | NORTHERN LTS FD TR II | $16.3M | 2.49% | 643,407 | 增持 |
| 12 | EVTR | MORGAN STANLEY ETF TRUST | $16.2M | 2.47% | 318,612 | 增持 |
| 13 | JBND | J P MORGAN EXCHANGE TRADED F | $16.2M | 2.47% | 302,710 | 增持 |
| 14 | MSFT | MICROSOFT CORP | $16.0M | 2.45% | 42,983 | 减持 |
| 15 | JPIE | J P MORGAN EXCHANGE TRADED F | $15.2M | 2.31% | 329,004 | 增持 |
| 16 | WMT | WALMART INC | $14.0M | 2.14% | 123,555 | 减持 |
| 17 | CVX | CHEVRON CORP NEW | $13.5M | 2.06% | 81,575 | 增持 |
| 18 | ETN | EATON CORP PLC | $13.3M | 2.03% | 31,201 | 减持 |
| 19 | MPC | MARATHON PETE CORP | $11.8M | 1.80% | 46,243 | 减持 |
| 20 | CGMS | CAPITAL GRP FIXED INCM ETF T | $10.8M | 1.64% | 393,663 | 增持 |
| 21 | HD | HOME DEPOT INC | $9.4M | 1.44% | 26,751 | 减持 |
| 22 | MSI | MOTOROLA SOLUTIONS INC | $9.4M | 1.44% | 22,749 | 减持 |
| 23 | MRK | MERCK & CO INC | $9.1M | 1.39% | 71,003 | 增持 |
| 24 | CME | CME GROUP INC | $7.9M | 1.20% | 35,622 | 增持 |
| 25 | VNLA | JANUS DETROIT STR TR | $7.9M | 1.20% | 160,783 | 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