Clarity Wealth Development LLC
- SEC CIK
- 0002048774
2026 年第 2 季 持倉
持倉截至 2026/6/30，申報日 2026/7/27。SEC
- 持股檔數
- 59
- 較 2026 年第 1 季 +15
- 總值
- $1.8 億
- 較 2026 年第 1 季 +$5,764.71 萬 (+47.1%)
持股
只含多頭部位。變化是跟 2026 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769 | ETF | 74,351 | $2,751.28 萬 | 15.27% | −1,120−1.5% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V815 | US SMALL CAP ETF | 511,635 | $1,984.63 萬 | 11.02% | +31,252+6.5% | 加碼 | – |
| VANGUARD FTSE DEVELOPED MARKETS ETF921943858 | ETF | 218,102 | $1,553.98 萬 | 8.63% | −2,652−1.2% | 減碼 | – |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854 | ETF | 502,374 | $1,238.85 萬 | 6.88% | +58,202+13.1% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V575 | INTL COR FIX ETF | 219,887 | $1,178.48 萬 | 6.54% | +219,887 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V732 | EMERGING MKTS CO | 262,588 | $1,067.16 萬 | 5.92% | +25,213+10.6% | 加碼 | – |
| SCHWAB STRATEGIC TR808524862 | SHT TM US TRES | 337,232 | $814.08 萬 | 4.52% | +337,232 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V716 | US SUSTAINABILTY | 156,216 | $728.44 萬 | 4.04% | +156,216 | 新進 | – |
| VANGUARD SCOTTSDALE FDS92206C409 | SHRT TRM CORP BD | 89,754 | $709.32 萬 | 3.94% | +71,602+394.5% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V781 | INTL SMALL CAP V | 168,228 | $675.1 萬 | 3.75% | +17,087+11.3% | 加碼 | – |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C870 | ETF | 75,720 | $625.82 萬 | 3.47% | +49,736+191.4% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V658 | GLOBAL REAL EST | 189,408 | $548.72 萬 | 3.05% | +11,153+6.3% | 加碼 | – |
| AAPLAPPLE INC COM | Stock | 13,005 | $376.33 萬 | 2.09% | +1,553+13.6% | 加碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V674 | GLOBAL SUSTAINA | 72,072 | $375.57 萬 | 2.08% | +72,072 | 新進 | – |
| DIMENSIONAL ETF TRUST25434V690 | INTERNATIONAL | 74,188 | $334.59 萬 | 1.86% | +74,188 | 新進 | – |
| ISHARES TR46435G243 | ESG AWRE 1 5 YR | 132,392 | $330.85 萬 | 1.84% | +2,590+2.0% | 加碼 | – |
| PIMCO ETF TR72201R866 | INTER MUN BD ACT | 53,358 | $280.66 萬 | 1.56% | +14,169+36.2% | 加碼 | – |
| NUSHARES ETF TR67092P805 | NUVEEN ESG INTL | 66,412 | $265.78 萬 | 1.48% | −44,650−40.2% | 減碼 | – |
| NUSHARES ETF TR67092P607 | NUVEEN ESG SMLCP | 40,258 | $209.82 萬 | 1.16% | −31,023−43.5% | 減碼 | – |
| DIMENSIONAL ETF TRUST25434V682 | EMER MARK SU ETF | 33,627 | $164.37 萬 | 0.91% | +33,627 | 新進 | – |
| NUSHARES ETF TR67092P888 | NUVEEN ESG EMRGN | 36,973 | $156.9 萬 | 0.87% | −21,027−36.3% | 減碼 | – |
| MSFTMICROSOFT CORP COM | Stock | 3,527 | $131.55 萬 | 0.73% | −3−0.1% | 減碼 | 查看 |
| DIMENSIONAL ETF TRUST25434V401 | US EQUI MARK ETF | 15,082 | $123.58 萬 | 0.69% | −407−2.6% | 減碼 | – |
| VANGUARD WORLD FD921910691 | ESG US CORP BD | 13,868 | $87.04 萬 | 0.48% | −871−5.9% | 減碼 | – |
| GOOGALPHABET INC CAP STK CL C | Stock | 1,996 | $70.52 萬 | 0.39% | +9+0.5% | 加碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 734 | $68.69 萬 | 0.38% | +59+8.7% | 加碼 | 查看 |
| INTCINTEL CORP COM | Stock | 4,030 | $56.28 萬 | 0.31% | +4,030 | 新進 | 查看 |
| ISHARES CORE S&P 500 ETF464287200 | ETF | 721 | $53.96 萬 | 0.30% | −19−2.6% | 減碼 | – |
| EPCEDGEWELL PERSONAL CARE CO | COM | 20,000 | $53.72 萬 | 0.30% | +20,000 | 新進 | 查看 |
| NKENIKE INC CL B | Stock | 12,768 | $52.41 萬 | 0.29% | +206+1.6% | 加碼 | 查看 |
| SOSOUTHERN CO COM | Stock | 5,396 | $51.65 萬 | 0.29% | −34−0.6% | 減碼 | 查看 |
| MAMASTERCARD INCORPORATED CL A | Stock | 986 | $50.63 萬 | 0.28% | −7−0.7% | 減碼 | 查看 |
| VVISA INC COM CL A | Stock | 1,450 | $49.76 萬 | 0.28% | +5+0.3% | 加碼 | 查看 |
| SPDR SERIES TRUST78464A672 | ST INTER ETF | 16,888 | $47.95 萬 | 0.27% | −40,426−70.5% | 減碼 | – |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,303 | $46.57 萬 | 0.26% | +23+1.8% | 加碼 | 查看 |
| ENRENERGIZER HLDGS INC | COM | 21,190 | $45.43 萬 | 0.25% | +21,190 | 新進 | 查看 |
| NUSHARES ETF TR67092P201 | NUVEEN ESG LRGCP | 3,749 | $43.89 萬 | 0.24% | −778−17.2% | 減碼 | – |
| VANGUARD DIVIDEND APPRECIATION ETF921908844 | ETF | 1,823 | $43.15 萬 | 0.24% | −1,194−39.6% | 減碼 | – |
| INVESCO QQQ TRUST SERIES I46090E103 | ETF | 560 | $41.25 萬 | 0.23% | −100−15.2% | 減碼 | – |
| PGPROCTER & GAMBLE CO COM | Stock | 2,755 | $40.4 萬 | 0.22% | +2+0.1% | 加碼 | 查看 |
| NUSHARES ETF TR67092P300 | NUVEEN ESG LRGVL | 7,554 | $37.76 萬 | 0.21% | −1,692−18.3% | 減碼 | – |
| GISGENERAL MILLS INC COM | Stock | 9,415 | $32.76 萬 | 0.18% | +9,415 | 新進 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 612 | $30.62 萬 | 0.17% | +85+16.1% | 加碼 | 查看 |
| AMERICAN CENTY ETF TR025072604 | AVANTIS EMGMKT | 3,168 | $30.57 萬 | 0.17% | −10,342−76.6% | 減碼 | – |
| JPMJPMORGAN CHASE & CO COM | Stock | 858 | $28.09 萬 | 0.16% | +858 | 新進 | 查看 |
| CATCATERPILLAR INC COM | Stock | 264 | $28.08 萬 | 0.16% | +264 | 新進 | 查看 |
| POSTPOST HLDGS INC | COM | 3,000 | $26.48 萬 | 0.15% | +3,000 | 新進 | 查看 |
| VANGUARD MORNINGSTAR GROWTH ETF922908736 | ETF | 3,034 | $26.13 萬 | 0.15% | +2,477+444.7% | 加碼 | – |
| DIMENSIONAL ETF TRUST25434V807 | INTERNATNAL VAL | 4,507 | $24.35 萬 | 0.14% | 00.0% | 不變 | – |
| NEENEXTERA ENERGY INC COM | Stock | 2,740 | $24.05 萬 | 0.13% | −60−2.1% | 減碼 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 978 | $23.31 萬 | 0.13% | +978 | 新進 | 查看 |
| ABBVABBVIE INC COM | Stock | 926 | $23.3 萬 | 0.13% | +926 | 新進 | 查看 |
| ISHARES TR464288414 | NATIONAL MUN ETF | 2,099 | $22.59 萬 | 0.13% | −44−2.1% | 減碼 | – |
| BABOEING CO COM | Stock | 1,033 | $22.36 萬 | 0.12% | +20+2.0% | 加碼 | 查看 |
| NVDANVIDIA CORPORATION COM | Stock | 1,106 | $22.13 萬 | 0.12% | +1,106 | 新進 | 查看 |
| QCOMQUALCOMM INC COM | Stock | 1,180 | $21.81 萬 | 0.12% | +1,180 | 新進 | 查看 |
| UNPUNION PAC CORP COM | Stock | 796 | $21.64 萬 | 0.12% | +796 | 新進 | 查看 |
| LMTLOCKHEED MARTIN CORP COM | Stock | 404 | $20.58 萬 | 0.11% | +1+0.2% | 加碼 | 查看 |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF78464A300 | ETF | 1,847 | $20.15 萬 | 0.11% | −4,124−69.1% | 減碼 | – |
各季 13F 申報
| 季度 | 申報日 | 持股檔數 | 總值 | 變化 | 申報原文 |
|---|---|---|---|---|---|
| 2026 年第 2 季 | 2026/7/27 | 59 | $1.8 億 | 與 2026 年第 1 季 比較 | SEC |
| 2026 年第 1 季 | 2026/4/22 | 44 | $1.23 億 | 與 2025 年第 4 季 比較 | SEC |
| 2025 年第 4 季 | 2026/2/11 | 45 | $1.18 億 | 與 2025 年第 3 季 比較 | SEC |
| 2025 年第 3 季 | 2025/11/12 | 45 | $1.11 億 | 與 2025 年第 2 季 比較 | SEC |
| 2025 年第 2 季 | 2025/8/5 | 44 | $1 億 | 與 2025 年第 1 季 比較 | SEC |
| 2025 年第 1 季 | 2025/5/12 | 41 | $8,962.02 萬 | 與 2024 年第 4 季 比較 | SEC |
| 2024 年第 4 季 | 2025/2/10 | 46 | $9,213.19 萬 | – | SEC |