Clear Wave Wealth Management LLC
- SEC CIK
- 0002113615
- 最新申報
- 2026/8/6
2026 年第 1 季持倉
持倉截至 2026/3/31，2026/5/13 申報。只含多頭部位。
- 持股檔數
- 170
- 2025 年第 4 季沒有申報
- 總值
- $3.94 億
- 2025 年第 4 季沒有申報
Clear Wave Wealth Management LLC 沒有申報 2025 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 77,825 | $5,084 萬 | 12.9% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 128,507 | $2,466 萬 | 6.3% | – | – | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 412,078 | $1,997 萬 | 5.1% | – | – | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 236,935 | $1,663 萬 | 4.2% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 179,261 | $1,480 萬 | 3.8% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 145,638 | $1,351 萬 | 3.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,538 | $1,336 萬 | 3.4% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 74,409 | $1,298 萬 | 3.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 175,420 | $1,185 萬 | 3.0% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 56,636 | $1,178 萬 | 3.0% | – | – | – |
| IAUiShares Gold Trust | ETF | 123,567 | $1,089 萬 | 2.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 48,906 | $1,062 萬 | 2.7% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 49,174 | $1,038 萬 | 2.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 50,343 | $965.6 萬 | 2.5% | – | – | – |
| MSFTMicrosoft Corp | Stock | 22,051 | $816.3 萬 | 2.1% | – | – | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 37,212 | $814.0 萬 | 2.1% | – | – | – |
| AAPLApple Inc. | Stock | 31,737 | $805.5 萬 | 2.0% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 29,976 | $624.3 萬 | 1.6% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 62,622 | $572.2 萬 | 1.5% | – | – | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 97,985 | $570.1 萬 | 1.4% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 9,417 | $538.8 萬 | 1.4% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 75,292 | $461.2 萬 | 1.2% | – | – | – |
| AVGOBroadcom Inc. | Stock | 14,719 | $455.6 萬 | 1.2% | – | – | 歷史 |
| BlackRock ETF Trust09290C780 | ISHA I IN TE ETF | 134,562 | $443.4 萬 | 1.1% | – | – | – |
| J P Morgan Exchange Traded F46654Q716 | ACTIVE BOND ETF | 65,953 | $354.6 萬 | 0.9% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 5,766 | $332.8 萬 | 0.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 11,422 | $327.7 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 8,608 | $320.0 萬 | 0.8% | – | – | 歷史 |
| iShares Inc464286533 | MSCI EMERG MRKT | 47,725 | $308.9 萬 | 0.8% | – | – | – |
| State Street Utilities Select Sector SPDR ETF81369Y886 | ETF | 66,370 | $304.6 萬 | 0.8% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 9,096 | $261.6 萬 | 0.7% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 8,575 | $252.2 萬 | 0.6% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 11,238 | $241.7 萬 | 0.6% | – | – | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 21,011 | $223.8 萬 | 0.6% | – | – | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 6,445 | $217.8 萬 | 0.6% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 3,601 | $215.2 萬 | 0.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 4,851 | $208.7 萬 | 0.5% | – | – | 歷史 |
| XYLXylem Inc. | COM | 17,462 | $208.7 萬 | 0.5% | – | – | 歷史 |
| BACBank of America Corp | Stock | 37,274 | $181.7 萬 | 0.5% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 5,027 | $176.9 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 13,934 | $173.2 萬 | 0.4% | – | – | – |
| NBISNebius Group N.V. | Stock | 16,460 | $170.8 萬 | 0.4% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 31,542 | $158.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 13,490 | $135.8 萬 | 0.3% | – | – | – |
| WDCWestern Digital Corp | COM | 4,915 | $132.9 萬 | 0.3% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 5,140 | $125.6 萬 | 0.3% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 4,975 | $123.4 萬 | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 11,863 | $115.2 萬 | 0.3% | – | – | – |
| LLYEli Lilly & Co | Stock | 1,189 | $109.4 萬 | 0.3% | – | – | 歷史 |
| APPAppLovin Corp | COM CL A | 2,519 | $100.3 萬 | 0.3% | – | – | 歷史 |
| ALBAlbemarle Corp | Stock | 5,261 | $94.5 萬 | 0.2% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,925 | $92.2 萬 | 0.2% | – | – | 歷史 |
| MSMorgan Stanley | Stock | 5,597 | $92.1 萬 | 0.2% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 12,090 | $91.9 萬 | 0.2% | – | – | 歷史 |
| NFLXNetflix Inc | Stock | 9,462 | $91.0 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,726 | $80.2 萬 | 0.2% | – | – | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 5,000 | $80.2 萬 | 0.2% | – | – | 歷史 |
| TLNTalen Energy Corp | COM | 2,484 | $79.3 萬 | 0.2% | – | – | 歷史 |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 9,900 | $76.4 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 14,481 | $75.8 萬 | 0.2% | – | – | – |
| ECLEcolab Inc. | Stock | 2,829 | $75.3 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 2,486 | $75.1 萬 | 0.2% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 7,843 | $71.0 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 5,465 | $65.7 萬 | 0.2% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 751 | $63.5 萬 | 0.2% | – | – | 歷史 |
| NTRANatera, Inc. | COM | 3,143 | $62.9 萬 | 0.2% | – | – | 歷史 |
| GEVGE Vernova Inc. | Stock | 714 | $62.3 萬 | 0.2% | – | – | 歷史 |
| VRTVertiv Holdings Co | COM CL A | 2,343 | $58.7 萬 | 0.1% | – | – | 歷史 |
| QXOQXO, Inc. | COM NEW | 29,397 | $57.1 萬 | 0.1% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 3,250 | $56.2 萬 | 0.1% | – | – | – |
| WMTWalmart Inc. | Stock | 4,495 | $55.9 萬 | 0.1% | – | – | 歷史 |
| CVXChevron Corp | Stock | 2,694 | $55.7 萬 | 0.1% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 3,798 | $55.6 萬 | 0.1% | – | – | 歷史 |
| AMDAdvanced Micro Devices Inc | Stock | 2,631 | $53.5 萬 | 0.1% | – | – | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,160 | $53.5 萬 | 0.1% | – | – | 歷史 |
| MUMicron Technology Inc | Stock | 1,520 | $51.4 萬 | 0.1% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 11,040 | $51.3 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 5,467 | $50.8 萬 | 0.1% | – | – | 歷史 |
| COPConocoPhillips | Stock | 3,839 | $50.7 萬 | 0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 3,451 | $49.8 萬 | 0.1% | – | – | 歷史 |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,242 | $48.5 萬 | 0.1% | – | – | 歷史 |
| NVSNovartis AG | ADR | 3,114 | $47.6 萬 | 0.1% | – | – | 歷史 |
| JCIJohnson Controls International plc | Stock | 3,572 | $46.8 萬 | 0.1% | – | – | 歷史 |
| RTXRTX Corp | Stock | 2,335 | $45.0 萬 | 0.1% | – | – | 歷史 |
| WELLWelltower Inc. | REIT | 2,267 | $44.8 萬 | 0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 6,574 | $44.8 萬 | 0.1% | – | – | 歷史 |
| SESea Ltd | SPONSORD ADS | 5,337 | $44.2 萬 | 0.1% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 5,401 | $41.9 萬 | 0.1% | – | – | 歷史 |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 2,547 | $41.2 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,469 | $40.8 萬 | 0.1% | – | – | 歷史 |
| ALABAstera Labs, Inc. | Stock | 3,657 | $40.1 萬 | 0.1% | – | – | 歷史 |
| TAT&T Inc. | Stock | 13,505 | $39.2 萬 | 0.1% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 380 | $37.9 萬 | 0.1% | – | – | 歷史 |
| GFLGFL Environmental Inc. | SUB VTG SHS | 9,017 | $37.6 萬 | 0.1% | – | – | 歷史 |
| HEIHeico Corp | COM | 1,326 | $36.4 萬 | 0.1% | – | – | 歷史 |
| LRCXLam Research Corp | Stock | 1,695 | $36.2 萬 | 0.1% | – | – | 歷史 |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,425 | $35.6 萬 | 0.1% | – | – | – |
| WGSGeneDx Holdings Corp. | COM CL A | 5,497 | $35.3 萬 | 0.1% | – | – | 歷史 |
| MOAltria Group, Inc. | Stock | 5,178 | $34.2 萬 | 0.1% | – | – | 歷史 |
| CAHCardinal Health Inc | Stock | 1,595 | $33.7 萬 | 0.1% | – | – | 歷史 |
選擇權（7 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| SPDR Gold Tr78463V907 | CALL | $3,511 萬 | – |
| JPMorgan Chase & Co46625H900 | CALL | $1,500 萬 | – |
| NVIDIA Corporation67066G904 | CALL | $732.5 萬 | – |
| Apple Inc037833900 | CALL | $543.7 萬 | – |
| Broadcom Inc11135F901 | CALL | $464.3 萬 | – |
| Alphabet Inc02079K955 | PUT | $86.3 萬 | – |
| Apple Inc037833950 | PUT | $81.6 萬 | – |