Total Clarity Wealth Management, Inc. 13F 持仓 · 2026年Q2

Total Clarity Wealth Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 361 只证券，申报市值合计 5.15 亿美元。前几大持仓：SPYM（5.42%）、JAAA（2.68%）、RDVY（2.53%）。本季前 25 大持仓中：增持 18 只、减持 7 只。

排名	代码	公司	市值	占组合	股数	变动
1	SPYM	SPDR SERIES TRUST	$27.9M	5.42%	317,264	增持
2	JAAA	JANUS DETROIT STR TR	$13.8M	2.68%	273,242	增持
3	RDVY	FIRST TR EXCHANGE TRADED FD	$13.0M	2.53%	160,345	增持
4	SPYD	SPDR SERIES TRUST	$13.0M	2.53%	273,088	增持
5	QQQM	INVESCO EXCH TRADED FD TR II	$10.1M	1.96%	33,348	增持
6	SPAB	SPDR SERIES TRUST	$8.9M	1.73%	348,137	增持
7	IMFL	INVESCO EXCH TRD SLF IDX FD	$8.8M	1.71%	256,328	增持
8	CGGR	CAPITAL GROUP GROWTH ETF	$8.1M	1.58%	172,323	增持
9	AAPL	APPLE INC	$7.1M	1.38%	24,480	减持
10	FNDF	SCHWAB STRATEGIC TR	$7.1M	1.38%	134,454	增持
11	BRKB	BERKSHIRE HATHAWAY INC DEL	$6.9M	1.34%	13,770	增持
12	GTO	INVESCO ACTIVELY MANAGED EXC	$6.6M	1.29%	141,260	增持
13	IWF	ISHARES TR	$6.4M	1.23%	51,160	增持
14	USFR	WISDOMTREE TR	$6.3M	1.23%	125,465	减持
15	NVDA	NVIDIA CORPORATION	$6.2M	1.20%	30,951	减持
16	UCON	FIRST TR EXCHNG TRADED FD VI	$5.9M	1.15%	238,069	增持
17	BILS	SPDR SERIES TRUST	$5.8M	1.13%	58,374	减持
18	RWL	INVESCO EXCH TRADED FD TR II	$5.8M	1.13%	45,523	减持
19	GOVI	INVESCO EXCH TRADED FD TR II	$5.1M	0.99%	187,444	增持
20	JPM	JPMORGAN CHASE & CO	$5.1M	0.99%	15,612	增持
21	DFAT	DIMENSIONAL ETF TRUST	$5.0M	0.97%	71,642	减持
22	CGMS	CAPITAL GRP FIXED INCM ETF T	$4.7M	0.92%	172,616	增持
23	FDL	FIRST TR EXCHANGE-TRADED FD	$4.7M	0.92%	96,794	增持
24	CAT	CATERPILLAR INC	$4.7M	0.91%	4,389	减持
25	DFAC	DIMENSIONAL ETF TRUST	$4.6M	0.90%	104,702	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