CA

Clarity Asset Management, Inc.

分散型投資策略高頻交易型逆勢操作型

申報總市值

US$2.0億

申報季度: 2026-03-31 · 持股檔數: 290

Clarity Asset Management, Inc.在最新一期 13F 報告中揭露了 290 項持股，申報期為 2026-03-31，總持股市值約為 US$2.0億，季度換手率為 110.9%。

機構性格雪花圖

集中度
15.43
持倉穩定性
100
動能／逆勢
0
產業集中度
49.51
多樣化
100
倉位均衡度
68.03

近期動向

  • 減碼 AVSU

    -69.3%　-US$2245.7萬

  • 減碼 ESGV

    -88.9%　-US$2008.9萬

  • 加碼 SPYM

    +3282.2%　US$2149.5萬

  • 減碼 AVSD

    -69.4%　-US$1081.4萬

  • 加碼 QQQM

    +3036.9%　US$855.5萬

  • 減碼 TSME

    -70.1%　-US$690.2萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長11.23%+10.85%+3282.16%
2BIVVanguard Intermediate-term BETF-其他5.33%+5.33%NEW
3NUDMNuveen Esg Intl Devel Mrk EqETF-其他5.23%-3.14%-31.82%
4ESGUIshares Esg Aware Msci USAETF-其他4.88%-1.97%-18.48%
5AVSUAvantis Resp US Equity ETFETF-其他4.82%-12.78%-69.25%
6QQQMInvesco Nasdaq 100 ETFETF-科技型4.48%+4.31%+3036.87%
7CGMSCap Group US Multi-sect BondETF-其他4.09%+4.09%NEW
8DFIVDimensional International VaETF-其他3.82%+3.80%+15803.11%
9VFLOVictoryshares Free Cash FlowETF-其他3.73%+3.73%NEW
10CGCBCap Group Core BondETF-其他3.51%+3.51%NEW
11MUBIshares National Muni Bond EETF-其他3.48%-0.85%-11.78%
12QGROAmerican Century US QualityETF-其他3.18%+3.18%NEW
13USTBVictoryshares Short-term BonETF-其他2.87%+2.87%NEW
14JPSTJpmorgan Ultra-short IncomeETF-其他2.50%+2.46%+7084.30%
15NULGNuveen Esg Lrg-cap Grw ETFETF-其他2.46%-3.09%-48.18%
16BWZState Street Spdr BloombergETF-其他2.41%-1.54%-32.58%
17AVSDAvantis Reps Intern Equi ETFETF-其他2.38%-6.16%-69.45%
18MINOPimco Municipal Income OpporETF-其他2.01%-0.37%-7.86%
19JMSTJPM Ultra-short Muni IncomeETF-其他1.61%—+3.00%
20FGDLFranklin Resp Sourced GoldETF-避險與商品1.53%+1.50%+5754.34%
21MEARIshrs Short Mat Muni Act ETFETF-其他1.52%—-7.74%
22TSMEThrivent Sml-mdc Eq Etf-us IETF-其他1.49%-3.93%-70.09%
23INFLHorizon Kinetics Infl BenefETF-其他1.33%+1.32%+13173.68%
24ESGVVanguard Esg US Stock ETFETF-其他1.17%-11.16%-88.91%
25DGROIshares Core Dividend GrowthETF-其他1.15%+1.12%+3891.15%
26DBMFImgp Dbi Managed Futures StrETF-其他1.04%+1.04%NEW
27AVIGAvantis Core Fixed IncomeETF-其他0.85%+0.85%NEW
28IDMOInvesco S&p International DeETF-其他0.83%+0.80%+2586.36%
29ITOTIshares Core S&p Total U.s.ETF-其他0.78%—+0.23%
30NULVNuveen Esg Large-cap Val ETFETF-其他0.74%-1.96%-70.43%
31FRDMFreedom 100 Emeging Mrkt ETFETF-其他0.72%+0.70%+3612.84%
32CASYCasey's General Stores INC股票-循環性消費0.71%+0.29%+41.28%
33IVWIshares S&p 500 Growth ETFETF-大型股與成長0.55%-0.46%-35.58%
34CGMUCap Group Municipal IncomeETF-其他0.53%+0.53%NEW
35PVALPutnam Focused Lrg Cap ValueETF-其他0.43%+0.38%+758.93%
36STIPIshares 0-5 Year Tips Bond EETF-其他0.33%+0.33%NEW
37PYLDPimco Multisector Bond ActvETF-其他0.33%-3.02%-89.25%
38SPMOInvesco S&p 500 Momentum ETFETF-大型股與成長0.28%+0.23%+602.14%
39FELCFidelity Enh Lrg Cap Cor ETFETF-其他0.27%+0.27%NEW
40LIILennox International INC股票-工業0.27%—+0.27%
41DFSBDim Glb Sustain Fix INC ETFETF-其他0.25%+0.25%NEW
42COWGPacer US Lrg Cap Cows Gr LdETF-其他0.25%+0.25%NEW
43FENIFidelity Enhanced Intl ETFETF-其他0.23%-0.22%-46.02%
44CGUSCap Group Core EquityETF-其他0.23%+0.15%+222.70%
45MMM3m Co股票-工業0.22%—+0.03%
46FIGBFidelity Invest Grd Bnd ETFETF-其他0.20%+0.20%NEW
47WTMFWisdomtree Mgd Futures StratETF-其他0.19%+0.19%NEW
48FBCGFidelity Blue Chip Grow ETFETF-其他0.19%+0.19%NEW
49DFSIDimensional Int Sus Cor1 ETFETF-其他0.19%+0.17%+922.96%
50IGROIshares Intl Div Growth ETFETF-其他0.19%-0.33%-61.11%
1–50 of 290

本季持股變動

Clarity Asset Management, Inc. 在 2026-03-31 最顯著的持倉異動： 新建倉: Vanguard Intermediate-term B (BIV); 新建倉: Cap Group US Multi-sect Bond (CGMS); 新建倉: Victoryshares Free Cash Flow (VFLO); 新建倉: Cap Group Core Bond (CGCB); 新建倉: American Century US Quality (QGRO).

Clarity Asset Management, Inc. 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1SPYMSte Str Spdr Pt S&p 500 ETF+10.9%+3282.16%加碼
2QQQMInvesco Nasdaq 100 ETF+4.3%+3036.87%加碼
3DFIVDimensional International Va+3.8%+15803.11%加碼
4JPSTJpmorgan Ultra-short Income+2.5%+7084.30%加碼
5FGDLFranklin Resp Sourced Gold+1.5%+5754.34%加碼
6INFLHorizon Kinetics Infl Benef+1.3%+13173.68%加碼
7DGROIshares Core Dividend Growth+1.1%+3891.15%加碼
8IDMOInvesco S&p International De+0.8%+2586.36%加碼
9FRDMFreedom 100 Emeging Mrkt ETF+0.7%+3612.84%加碼
10PVALPutnam Focused Lrg Cap Value+0.4%+758.93%加碼
11CASYCasey's General Stores INC+0.3%+41.28%加碼
12SPMOInvesco S&p 500 Momentum ETF+0.2%+602.14%加碼
13DFSIDimensional Int Sus Cor1 ETF+0.2%+922.96%加碼
14CGUSCap Group Core Equity+0.2%+222.70%加碼
15FENIFidelity Enhanced Intl ETF-0.2%-46.02%減碼
16FELVFidelity Enh Lrg Cap Val ETF-0.3%-70.09%減碼
17AVUSAvantis U.s. Equity ETF-0.3%-90.62%減碼
18IGROIshares Intl Div Growth ETF-0.3%-61.11%減碼
19MINOPimco Municipal Income Oppor-0.4%-7.86%減碼
20IVWIshares S&p 500 Growth ETF-0.5%-35.58%減碼
21MUBIshares National Muni Bond E-0.9%-11.78%減碼
22BWZState Street Spdr Bloomberg-1.5%-32.58%減碼
23NULVNuveen Esg Large-cap Val ETF-2%-70.43%減碼
24ESGUIshares Esg Aware Msci USA-2%-18.48%減碼
25PYLDPimco Multisector Bond Actv-3%-89.25%減碼
26NULGNuveen Esg Lrg-cap Grw ETF-3.1%-48.18%減碼
27NUDMNuveen Esg Intl Devel Mrk Eq-3.1%-31.82%減碼
28EMNTPimco Enhcd St M-active Esg-3.2%-96.97%減碼
29TSMEThrivent Sml-mdc Eq Etf-us I-3.9%-70.09%減碼
30AVSDAvantis Reps Intern Equi ETF-6.2%-69.45%減碼
31ESGVVanguard Esg US Stock ETF-11.2%-88.91%減碼
32AVSUAvantis Resp US Equity ETF-12.8%-69.25%減碼
33BIVVanguard Intermediate-term B—NEW新建倉
34CGMSCap Group US Multi-sect Bond—NEW新建倉
35VFLOVictoryshares Free Cash Flow—NEW新建倉
36CGCBCap Group Core Bond—NEW新建倉
37QGROAmerican Century US Quality—NEW新建倉
38USTBVictoryshares Short-term Bon—NEW新建倉
39DBMFImgp Dbi Managed Futures Str—NEW新建倉
40AVIGAvantis Core Fixed Income—NEW新建倉
41CGMUCap Group Municipal Income—NEW新建倉
42STIPIshares 0-5 Year Tips Bond E—NEW新建倉
43FELCFidelity Enh Lrg Cap Cor ETF—NEW新建倉
44DFSBDim Glb Sustain Fix INC ETF—NEW新建倉
45COWGPacer US Lrg Cap Cows Gr Ld—NEW新建倉
46FIGBFidelity Invest Grd Bnd ETF—NEW新建倉
47WTMFWisdomtree Mgd Futures Strat—NEW新建倉
48FBCGFidelity Blue Chip Grow ETF—NEW新建倉
49UBNDVictoryshares Core Plus Bond—NEW新建倉
50FDVVFidelity High Dividend ETF—NEW新建倉

FAQ

Clarity Asset Management, Inc. 是什麼機構？屬於哪種投資人類型？
Clarity Asset Management, Inc. 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.0億，分佈在 290 個已申報部位之中。
Clarity Asset Management, Inc. 目前前幾大持股有哪些？
根據最新 13F 申報，Clarity Asset Management, Inc. 按市值排列的前幾大持股為： 1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$2218.3萬 (11.2%) 2. Vanguard Intermediate-term B (BIV) — US$1053.1萬 (5.3%) 3. Nuveen Esg Intl Devel Mrk Eq (NUDM) — US$1033.8萬 (5.2%) 4. Ishares Esg Aware Msci USA (ESGU) — US$963.8萬 (4.9%) 5. Avantis Resp US Equity ETF (AVSU) — US$953.0萬 (4.8%)
Clarity Asset Management, Inc. 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Clarity Asset Management, Inc. 共進行了 50 項顯著調整：新建倉 18 個部位、加碼 14 個既有持股、減碼 18 個部位，並完全清倉 0 個持股。 其中幅度最大的異動：新建倉: Vanguard Intermediate-term B (BIV); 新建倉: Cap Group US Multi-sect Bond (CGMS); 新建倉: Victoryshares Free Cash Flow (VFLO); 新建倉: Cap Group Core Bond (CGCB); 新建倉: American Century US Quality (QGRO)
Clarity Asset Management, Inc. 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Clarity Asset Management, Inc. 的主要板塊分佈如下： • Industrials: 25.6% • Consumer Discretionary: 24.5% • Financials: 11.9% • Information Technology: 9.8% • Consumer Staples: 9.0% • Health Care: 5.2%