Clear Wave Wealth Management LLC 13F 持仓 · 2026年Q2
Clear Wave Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 182 只证券，申报市值合计 5.41 亿美元。前几大持仓：IVV（10.47%）、JPM（7.56%）、RSP（5.09%）。本季前 25 大持仓中：新建仓 3 只、增持 18 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $56.7M | 10.47% | 75,673 | 减持 |
| 2 | JPM | JPMORGAN CHASE & CO | $40.9M | 7.56% | 125,000 | 增持 |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $27.6M | 5.09% | 129,659 | 增持 |
| 4 | GOOGN | ALPHABET INC | $25.0M | 4.62% | 70,000 | 新建仓 |
| 5 | ISTB | ISHARES TR | $21.2M | 3.92% | 440,393 | 增持 |
| 6 | DGRO | ISHARES TR | $18.4M | 3.40% | 243,115 | 增持 |
| 7 | SHY | ISHARES TR | $15.7M | 2.90% | 191,530 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $15.0M | 2.77% | 75,071 | 增持 |
| 9 | SPY | STATE STR SPDR S&P 500 ETF T | $14.9M | 2.75% | 19,950 | 减持 |
| 10 | USMV | ISHARES TR | $14.1M | 2.61% | 146,448 | 增持 |
| 11 | IJH | ISHARES TR | $13.8M | 2.54% | 178,526 | 增持 |
| 12 | VBR | VANGUARD INDEX FDS | $12.1M | 2.23% | 49,775 | 增持 |
| 13 | FTEC | FIDELITY COVINGTON TRUST | $11.6M | 2.13% | 40,454 | 减持 |
| 14 | IVE | ISHARES TR | $11.4M | 2.10% | 50,066 | 增持 |
| 15 | QUAL | ISHARES TR | $11.3M | 2.09% | 51,591 | 增持 |
| 16 | IAU | ISHARES GOLD TR | $10.9M | 2.01% | 144,266 | 增持 |
| 17 | ITA | ISHARES TR | $10.4M | 1.93% | 43,008 | 增持 |
| 18 | AAPL | APPLE INC | $9.5M | 1.75% | 32,743 | 增持 |
| 19 | MSFT | MICROSOFT CORP | $8.5M | 1.57% | 22,756 | 增持 |
| 20 | AMZN | AMAZON COM INC | $7.3M | 1.35% | 30,642 | 增持 |
| 21 | AMZN | AMAZON COM INC | $7.2M | 1.32% | 30,000 | 新建仓 |
| 22 | DYNF | BLACKROCK ETF TRUST | $6.5M | 1.21% | 95,995 | 减持 |
| 23 | XLE | SELECT SECTOR SPDR TR | $5.8M | 1.08% | 110,009 | 增持 |
| 24 | C-PLCL | CITIGROUP INC | $5.6M | 1.03% | 40,000 | 新建仓 |
| 25 | META | META PLATFORMS INC | $5.5M | 1.01% | 9,754 | 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