Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/8/5 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 44
- 較 2025 年第 1 季 +3
- 總值
- $1.00 億
- 較 2025 年第 1 季 +$1,082 萬 (+12.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 65,266 | $1,984 萬 | 19.7% | +3,078+4.9% | 加碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 380,726 | $1,120 萬 | 11.2% | +16,964+4.7% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 191,336 | $1,091 萬 | 10.9% | +3,050+1.6% | 加碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 332,843 | $833.1 萬 | 8.3% | +23,194+7.5% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 188,021 | $558.0 萬 | 5.6% | +4,814+2.6% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 124,646 | $410.2 萬 | 4.1% | +2,414+2.0% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 113,127 | $401.5 萬 | 4.0% | −1,764−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 139,106 | $373.2 萬 | 3.7% | +2,387+1.7% | 加碼 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 120,767 | $304.0 萬 | 3.0% | +6,829+6.0% | 加碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 71,876 | $292.8 萬 | 2.9% | +636+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,237 | $271.6 萬 | 2.7% | +20.0% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 69,030 | $198.6 萬 | 2.0% | −5,394−7.2% | 減碼 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 59,799 | $198.6 萬 | 2.0% | −1,038−1.7% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,834 | $190.7 萬 | 1.9% | +800+26.4% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 20,901 | $173.3 萬 | 1.7% | +331+1.6% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 32,186 | $165.3 萬 | 1.6% | +231+0.7% | 加碼 | – |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 17,869 | $119.8 萬 | 1.2% | −600−3.2% | 減碼 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 14,851 | $118.1 萬 | 1.2% | −109−0.7% | 減碼 | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 14,720 | $100.9 萬 | 1.0% | 00.0% | 不變 | – |
| COSTCostco Wholesale Corp | Stock | 904 | $89.5 萬 | 0.9% | −3−0.3% | 減碼 | 歷史 |
| NKENIKE, Inc. | Stock | 12,560 | $89.2 萬 | 0.9% | +12,560 | 新進 | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 13,593 | $86.2 萬 | 0.9% | +1,059+8.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,730 | $76.3 萬 | 0.8% | −321−7.9% | 減碼 | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 7,690 | $61.0 萬 | 0.6% | 00.0% | 不變 | – |
| HONHoneywell International Inc | COM | 2,462 | $57.3 萬 | 0.6% | −61−2.4% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,010 | $56.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| VVisa Inc. | Stock | 1,569 | $55.7 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 6,937 | $55.3 萬 | 0.6% | 00.0% | 不變 | – |
| SOSouthern Co | Stock | 5,396 | $49.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 740 | $45.9 萬 | 0.5% | 00.0% | 不變 | – |
| PGProcter & Gamble Co | Stock | 2,796 | $44.5 萬 | 0.4% | +2,796 | 新進 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 4,347 | $40.8 萬 | 0.4% | +130+3.1% | 加碼 | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 9,229 | $38.7 萬 | 0.4% | +324+3.6% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 2,171 | $38.5 萬 | 0.4% | −74−3.3% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 660 | $36.4 萬 | 0.4% | 00.0% | 不變 | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 10,965 | $27.1 萬 | 0.3% | +481+4.6% | 加碼 | – |
| BABoeing Co | Stock | 1,283 | $26.9 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,492 | $26.0 萬 | 0.3% | 00.0% | 不變 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 527 | $25.6 萬 | 0.3% | −50−8.7% | 減碼 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 574 | $25.2 萬 | 0.3% | 00.0% | 不變 | – |
| UNPUnion Pacific Corp | Stock | 1,023 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,280 | $22.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,112 | $20.6 萬 | 0.2% | −66−5.6% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 546 | $20.0 萬 | 0.2% | +546 | 新進 | 歷史 |