Clarity Wealth Development LLC
- SEC CIK
- 0002048774
- 最新申報
- 2026/7/27
2026 年第 2 季持倉
持倉截至 2026/6/30，2026/7/27 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。
- 持股檔數
- 59
- 較 2026 年第 1 季 +15
- 總值
- $1.80 億
- 較 2026 年第 1 季 +$5,765 萬 (+47.1%)
| 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 | 74,351 | $2,751 萬 | 15.3% | −1,120−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V815 | US SMALL CAP ETF | 511,635 | $1,985 萬 | 11.0% | +31,252+6.5% | 加碼 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 218,102 | $1,554 萬 | 8.6% | −2,652−1.2% | 減碼 | – |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 502,374 | $1,239 萬 | 6.9% | +58,202+13.1% | 加碼 | – |
| Dimensional ETF Trust25434V575 | INTL COR FIX ETF | 219,887 | $1,178 萬 | 6.5% | +219,887 | 新進 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 262,588 | $1,067 萬 | 5.9% | +25,213+10.6% | 加碼 | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 337,232 | $814.1 萬 | 4.5% | +337,232 | 新進 | – |
| Dimensional ETF Trust25434V716 | US SUSTAINABILTY | 156,216 | $728.4 萬 | 4.0% | +156,216 | 新進 | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 89,754 | $709.3 萬 | 3.9% | +71,602+394.5% | 加碼 | – |
| Dimensional ETF Trust25434V781 | INTL SMALL CAP V | 168,228 | $675.1 萬 | 3.7% | +17,087+11.3% | 加碼 | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 75,720 | $625.8 萬 | 3.5% | +49,736+191.4% | 加碼 | – |
| Dimensional ETF Trust25434V658 | GLOBAL REAL EST | 189,408 | $548.7 萬 | 3.0% | +11,153+6.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 13,005 | $376.3 萬 | 2.1% | +1,553+13.6% | 加碼 | 歷史 |
| Dimensional ETF Trust25434V674 | GLOBAL SUSTAINA | 72,072 | $375.6 萬 | 2.1% | +72,072 | 新進 | – |
| Dimensional ETF Trust25434V690 | INTERNATIONAL | 74,188 | $334.6 萬 | 1.9% | +74,188 | 新進 | – |
| iShares Tr46435G243 | ESG AWRE 1 5 YR | 132,392 | $330.8 萬 | 1.8% | +2,590+2.0% | 加碼 | – |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 53,358 | $280.7 萬 | 1.6% | +14,169+36.2% | 加碼 | – |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 66,412 | $265.8 萬 | 1.5% | −44,650−40.2% | 減碼 | – |
| Nushares ETF Tr67092P607 | NUVEEN ESG SMLCP | 40,258 | $209.8 萬 | 1.2% | −31,023−43.5% | 減碼 | – |
| Dimensional ETF Trust25434V682 | EMER MARK SU ETF | 33,627 | $164.4 萬 | 0.9% | +33,627 | 新進 | – |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 36,973 | $156.9 萬 | 0.9% | −21,027−36.3% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 3,527 | $131.6 萬 | 0.7% | −3−0.1% | 減碼 | 歷史 |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 15,082 | $123.6 萬 | 0.7% | −407−2.6% | 減碼 | – |
| Vanguard World FD921910691 | ESG US CORP BD | 13,868 | $87.0 萬 | 0.5% | −871−5.9% | 減碼 | – |
| GOOGAlphabet Inc. | Stock | 1,996 | $70.5 萬 | 0.4% | +9+0.5% | 加碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 734 | $68.7 萬 | 0.4% | +59+8.7% | 加碼 | 歷史 |
| INTCIntel Corp | Stock | 4,030 | $56.3 萬 | 0.3% | +4,030 | 新進 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 721 | $54.0 萬 | 0.3% | −19−2.6% | 減碼 | – |
| EPCEdgewell Personal Care Co | COM | 20,000 | $53.7 萬 | 0.3% | +20,000 | 新進 | 歷史 |
| NKENIKE, Inc. | Stock | 12,768 | $52.4 萬 | 0.3% | +206+1.6% | 加碼 | 歷史 |
| SOSouthern Co | Stock | 5,396 | $51.6 萬 | 0.3% | −34−0.6% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 986 | $50.6 萬 | 0.3% | −7−0.7% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,450 | $49.8 萬 | 0.3% | +5+0.3% | 加碼 | 歷史 |
| SPDR Series Trust78464A672 | ST INTER ETF | 16,888 | $47.9 萬 | 0.3% | −40,426−70.5% | 減碼 | – |
| GOOGLAlphabet Inc. | Stock | 1,303 | $46.6 萬 | 0.3% | +23+1.8% | 加碼 | 歷史 |
| ENREnergizer Holdings, Inc. | COM | 21,190 | $45.4 萬 | 0.3% | +21,190 | 新進 | 歷史 |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 3,749 | $43.9 萬 | 0.2% | −778−17.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,823 | $43.1 萬 | 0.2% | −1,194−39.6% | 減碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 560 | $41.3 萬 | 0.2% | −100−15.2% | 減碼 | – |
| PGProcter & Gamble Co | Stock | 2,755 | $40.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,554 | $37.8 萬 | 0.2% | −1,692−18.3% | 減碼 | – |
| GISGeneral Mills Inc | Stock | 9,415 | $32.8 萬 | 0.2% | +9,415 | 新進 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 612 | $30.6 萬 | 0.2% | +85+16.1% | 加碼 | 歷史 |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 3,168 | $30.6 萬 | 0.2% | −10,342−76.6% | 減碼 | – |
| JPMJPMorgan Chase & Co | Stock | 858 | $28.1 萬 | 0.2% | +858 | 新進 | 歷史 |
| CATCaterpillar Inc | Stock | 264 | $28.1 萬 | 0.2% | +264 | 新進 | 歷史 |
| POSTPost Holdings, Inc. | COM | 3,000 | $26.5 萬 | 0.1% | +3,000 | 新進 | 歷史 |
| Vanguard Morningstar Growth ETF922908736 | ETF | 3,034 | $26.1 萬 | 0.1% | −308−9.2% | 減碼依 6 比 1 拆股換算 | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 4,507 | $24.3 萬 | 0.1% | 00.0% | 不變 | – |
| NEENextera Energy Inc | Stock | 2,740 | $24.0 萬 | 0.1% | −60−2.1% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 978 | $23.3 萬 | 0.1% | +978 | 新進 | 歷史 |
| ABBVAbbVie Inc. | Stock | 926 | $23.3 萬 | 0.1% | +926 | 新進 | 歷史 |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,099 | $22.6 萬 | 0.1% | −44−2.1% | 減碼 | – |
| BABoeing Co | Stock | 1,033 | $22.4 萬 | 0.1% | +20+2.0% | 加碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,106 | $22.1 萬 | 0.1% | +1,106 | 新進 | 歷史 |
| QCOMQualcomm Inc | Stock | 1,180 | $21.8 萬 | 0.1% | +1,180 | 新進 | 歷史 |
| UNPUnion Pacific Corp | Stock | 796 | $21.6 萬 | 0.1% | +796 | 新進 | 歷史 |
| LMTLockheed Martin Corp | Stock | 404 | $20.6 萬 | 0.1% | +1+0.2% | 加碼 | 歷史 |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 1,847 | $20.2 萬 | 0.1% | −4,124−69.1% | 減碼 | – |
2026 年第 1 季之後清倉（3 檔）
2026 年第 1 季季末還持有、這份申報已經沒有的部位。