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Clear Retirement Advice LLC · 13F 持仓分析
期权收益计算器 机构排行

Clear Retirement Advice LLC

No.8243 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.46亿
环比变动 Q1 2026
+$1,866.1万+14.7%
持仓股票数
54
新买入
0
加仓
16
减仓
15
清仓
0
持股不变
23
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
11.07%11.4%$1,617.1万67.0万股$1,451.5万59.8万股+7.2万股+12.01%加仓
SSPDR道富指数基金SPDW
10.65%10.08%$1,555.3万30.9万股$1,283.9万28.1万股+2.7万股+9.74%加仓
IiShares安硕信托ITOT
10.19%9.34%$1,488.6万9.1万股$1,189.3万8.4万股+7,118股+8.52%加仓
IINVESCO SHORT TERM TREASURY ETFTBLL
8.81%9.33%$1,287.2万12.2万股$1,188.0万11.3万股+9,380股+8.33%加仓
V先锋领航·SMALLVBR
5.77%5.58%$843.0万3.5万股$710.7万3.3万股+1,980股+6.05%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
5.45%5.49%$795.8万15.2万股$699.2万13.3万股+1.9万股+14.15%加仓
V先锋领航指数基金VBK
4.9%4.41%$716.2万2.0万股$561.9万1.9万股+996股+5.36%加仓
V先锋领航·FSTEVWO
4.33%4.12%$631.6万10.6万股$524.5万9.7万股+8,773股+9.04%加仓
EETFS GOLD TRSGOL
3.83%4.26%$560.0万14.6万股$542.9万12.2万股+2.5万股+20.39%加仓
S道富SPYV
3.73%3.55%$544.6万9.0万股$452.3万8.0万股+9,640股+12.06%加仓
G通用动力VTI
3.53%3.48%$515.9万1.4万股$443.6万1.4万股+114股+0.82%加仓
SSPDR道富系列信托SPYG
3.14%2.89%$458.5万3.9万股$368.4万3.8万股+909股+2.42%加仓
V先锋领航·FTSEVEA
2.05%2.15%$299.7万4.2万股$273.5万4.3万股-622股-1.46%减仓
V先锋领航斯科茨代尔基金BSV
1.9%2.2%$278.0万3.5万股$279.7万3.5万股-100股-0.28%减仓
S嘉信策略信托SCHF
1.66%1.72%$241.9万8.7万股$219.3万8.9万股-1,260股-1.42%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
1.57%1.57%$229.6万7.9万股$200.6万8.0万股-647股-0.81%减仓
IiShares安硕IEMG
1.49%1.44%$217.2万2.6万股$183.9万2.6万股-143股-0.54%减仓
IiShares黄金信托IAU
1.44%1.94%$211.0万2.8万股$246.5万2.8万股-20股-0.07%减仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.37%1.39%$199.7万5.7万股$177.0万5.8万股-662股-1.14%减仓
苹果AAPL
1.29%1.82%$188.8万6,525股$232.1万9,147股-2,622股-28.67%减仓
S道富SLYG
0.97%0.91%$141.9万1.2万股$116.1万1.2万股-103股-0.86%减仓
V先锋领航全球基金VGT
0.74%0.62%$107.5万8,992股$78.4万1,124股+7,868股+700.00%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
0.68%0.56%$99.6万1.2万股$70.9万8,581股+3,549股+41.36%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
0.68%0.69%$99.3万2.9万股$87.7万3.0万股-771股-2.56%减仓
S道富·EET SPDR S&P 600 SMALL CAP VALUE ETFSLYV
0.61%0.62%$88.5万8,111股$78.6万8,306股-195股-2.35%减仓
V先锋领航指数基金VTV
0.57%0.59%$83.9万3,848股$75.6万3,851股-3股-0.08%减仓
V先锋领航斯科茨代尔基金VTWV
0.48%0.47%$70.6万3,613股$60.4万3,613股00.00%持仓不变
VisaV
0.47%0.48%$68.7万2,003股$60.5万2,003股00.00%持仓不变
谷歌AGOOGL
0.46%0.43%$67.8万1,897股$54.6万1,897股00.00%持仓不变
AAlphabet Inc Class CGOOG
0.45%0.42%$65.4万1,852股$53.1万1,852股00.00%持仓不变
SSPDR标普500 ETFSPY
0.45%0.45%$65.3万874股$56.8万874股00.00%持仓不变
S嘉信·U.S. REIT ETFSCHH
0.39%0.41%$57.4万2.4万股$52.1万2.4万股00.00%持仓不变
万事达MA
0.36%0.4%$52.8万1,029股$51.4万1,029股00.00%持仓不变
S道富XLI
0.3%0.3%$44.0万2,377股$38.4万2,377股00.00%持仓不变
V先锋领航指数基金VUG
0.28%0.32%$41.0万4,759股$40.9万937股+3,822股+407.90%加仓
SSPDR行业精选信托XLY
0.27%0.29%$39.3万3,352股$36.5万3,352股00.00%持仓不变
SSPDR行业精选信托XLK
0.27%0.22%$39.2万2,055股$28.2万2,125股-70股-3.29%减仓
SSPDR道富指数基金SPEM
0.26%0.27%$38.4万7,412股$35.0万7,457股-45股-0.60%减仓
VVANECK INTERMEDIATE MUNIETFITM
0.24%0.28%$35.5万7,552股$35.1万7,552股00.00%持仓不变
S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV
0.24%0.26%$35.5万2,236股$32.8万2,236股00.00%持仓不变
IiShares安硕信托GVI
0.24%0.27%$34.6万3,217股$34.1万3,217股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.22%0.23%$32.3万1,519股$29.2万1,519股00.00%持仓不变
SSPDR行业精选信托XLU
0.21%0.24%$30.2万6,652股$30.5万6,652股00.00%持仓不变
V先锋领航全球基金VOX
0.21%0.23%$30.1万1,635股$29.4万1,635股00.00%持仓不变
IiShares安硕信托EFG
0.2%0.2%$29.0万2,331股$26.0万2,331股00.00%持仓不变
汽车地带AZO
0.19%0.24%$28.4万89股$30.1万89股00.00%持仓不变
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.19%0.17%$27.5万699股$22.2万707股-8股-1.13%减仓
强生JNJ
0.19%0.21%$27.5万1,082股$26.4万1,082股00.00%持仓不变
FFASTENAL COMFAST
0.19%0.21%$27.3万5,694股$26.4万5,694股00.00%持仓不变
SSPDR行业精选信托XLP
0.17%0.19%$24.9万3,000股$24.6万3,000股00.00%持仓不变

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