13FBOX
Clay Northam Wealth Management, LLC · 13F 持仓分析
期权收益计算器 机构排行

Clay Northam Wealth Management, LLC

No.7092 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.03亿
环比变动 Q1 2026
+$2,518.5万+14.1%
持仓股票数
109
新买入
12
加仓
24
减仓
38
清仓
4
持股不变
35
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
PPacer基金信托COWZ
8.45%9.73%$1,718.2万27.6万股$1,732.2万27.7万股-642股-0.23%减仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
7.98%7.92%$1,621.4万47.9万股$1,409.6万48.4万股-4,766股-0.98%减仓
苹果AAPL
7.29%7.35%$1,482.5万5.1万股$1,309.6万5.2万股-369股-0.72%减仓
AAlphabet Inc Class CGOOG
6.48%6.01%$1,318.1万3.7万股$1,070.4万3.7万股-9股-0.02%减仓
亚马逊AMZN
6.2%6.17%$1,259.5万5.3万股$1,098.2万5.3万股+116股+0.22%加仓
S嘉信策略信托SCHD
5.94%6.65%$1,207.7万38.1万股$1,184.9万38.6万股-5,362股-1.39%减仓
SSPDR行业精选信托XLK
4.05%3.23%$824.1万4.3万股$576.1万4.3万股-89股-0.21%减仓
英伟达NVDA
3.58%3.52%$728.7万3.6万股$626.4万3.6万股+502股+1.40%加仓
CrowdStrikeCRWD
3.08%1.8%$626.4万8,208股$321.0万8,223股-15股-0.18%减仓
微软MSFT
2.61%2.88%$529.8万1.4万股$513.5万1.4万股+330股+2.38%加仓
特斯拉TSLA
2.57%2.61%$522.4万1.2万股$464.2万1.2万股-66股-0.53%减仓
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
2.53%3.07%$514.8万22.3万股$547.3万23.6万股-1.3万股-5.57%减仓
IiShares安硕·COREIJH
2.19%2.16%$445.2万5.8万股$385.0万5.7万股+725股+1.27%加仓
PPacer基金信托CALF
1.73%1.81%$351.1万6.9万股$322.3万7.2万股-2,455股-3.42%减仓
Meta平台META
1.69%1.95%$343.1万6,090股$347.6万6,075股+15股+0.25%加仓
DDIGITALOCEANDOCN
1.66%1.04%$337.8万2.2万股$185.2万2.2万股-78股-0.36%减仓
GGOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFGEM
1.65%1.52%$335.5万6.5万股$270.1万6.3万股+2,000股+3.20%加仓
IiShares安硕信托TLT
1.21%1.41%$246.1万2.8万股$250.2万2.9万股-390股-1.35%减仓
AALPS O SHRS U S SML CP QLTY DIV ETFOUSM
1.08%1.16%$219.9万4.6万股$205.8万4.7万股-776股-1.65%减仓
G高盛ETF信托GINC
0.94%0.97%$190.7万3.4万股$173.5万3.5万股-350股-1.01%减仓
AASTERA LABSALAB
0.92%0.26%$186.1万3,853股$46.1万4,203股-350股-8.33%减仓
S嘉信策略信托SCHE
0.87%0.9%$176.1万4.9万股$160.0万4.9万股00.00%持仓不变
TTHORNBURG ETF TRTMB
0.84%0.91%$170.9万6.7万股$161.5万6.3万股+4,100股+6.48%加仓
AARDELYXARDX
0.84%1.12%$170.4万33.4万股$198.8万33.2万股+2,150股+0.65%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BFPAUG
0.82%0.9%$166.0万3.6万股$159.6万3.7万股-1,000股-2.68%减仓
PPACER FDS TR US LRG CP CASHCOWG
0.77%0.86%$155.9万3.9万股$152.7万4.5万股-6,430股-14.20%减仓
谷歌AGOOGL
0.72%0.66%$147.3万4,122股$118.2万4,110股+12股+0.29%加仓
应用材料AMAT
0.7%0.38%$141.6万1,959股$67.0万1,959股00.00%持仓不变
SSPDR黄金信托GLD
0.61%1.09%$123.2万3,345股$193.4万4,494股-1,149股-25.57%减仓
S嘉信策略信托SCHF
0.6%0.61%$122.5万4.4万股$109.5万4.4万股00.00%持仓不变
希捷STX
0.6%0.34%$122.1万1,265股$60.7万1,549股-284股-18.33%减仓
DDirexion股票ETF信托SOXL
0.58%$117.8万4,415股$00股+4,415股新买入
MERCADOLIBRE COMMELI
0.56%0.51%$114.7万676股$91.1万527股+149股+28.27%加仓
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
0.56%0.57%$113.8万2.5万股$102.2万2.5万股-200股-0.79%减仓
NNEOS ETF TRUSTQQQI
0.55%0.51%$111.4万2.0万股$90.3万1.8万股+1,438股+7.91%加仓
帕兰提尔PLTR
0.53%0.74%$107.7万9,235股$132.5万9,057股+178股+1.97%加仓
IINNOVATOR ETFS TRUST US EQTY PWR BUFPJAN
0.53%0.58%$107.0万2.2万股$103.9万2.3万股-900股-3.99%减仓
EEXCHANGE TRADED CONCEPTS TR ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX ETFROBO
0.53%0.51%$106.9万1.2万股$90.9万1.3万股-800股-6.02%减仓
NNEOS ETF TRUSTSPYI
0.49%0.48%$100.0万1.9万股$86.2万1.7万股+1,382股+7.91%加仓
TTHORNBURG ETF TRDIHP
0.49%0.43%$98.8万2.9万股$77.3万2.4万股+4,600股+19.15%加仓
伯克希尔哈撒韦BRK.B
0.47%0.52%$95.8万1,914股$91.7万1,914股00.00%持仓不变
沃尔玛WMT
0.46%0.57%$93.0万8,214股$102.1万8,214股00.00%持仓不变
J摩根大通交易所交易基金JEPQ
0.44%0.45%$88.5万1.4万股$80.0万1.4万股00.00%持仓不变
VertivVRT
0.4%0.32%$82.2万2,455股$56.4万2,250股+205股+9.11%加仓
IiShares安硕信托XT
0.4%0.38%$81.9万9,914股$67.6万9,913股+1股+0.01%加仓
摩根大通JPM
0.39%0.4%$80.1万2,447股$72.0万2,447股00.00%持仓不变
GGLOBAL E ONLINEGLBE
0.37%0.41%$74.9万2.2万股$73.9万2.4万股-2,385股-9.96%减仓
S嘉信·FUNDAMENTAL U.S. SMALL COMPANY ETFFNDA
0.36%0.35%$73.5万1.9万股$62.7万1.9万股00.00%持仓不变
卡特彼勒CAT
0.36%0.27%$72.5万681股$48.2万681股00.00%持仓不变
ShopifySHOP
0.33%0.41%$66.2万5,796股$73.3万6,181股-385股-6.23%减仓

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