CF

Clarity Financial LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$9.2億

申報季度: 2026-03-31 · 持股檔數: 118

Clarity Financial LLC在最新一期 13F 報告中揭露了 118 項持股，申報期為 2026-03-31，總持股市值約為 US$9.2億，季度換手率為 40.6%。

機構性格雪花圖

集中度
15.37
持倉穩定性
40.6
動能／逆勢
100
產業集中度
45.92
多樣化
100
倉位均衡度
81.12

近期動向

  • 減碼 META

    -97.6%　-US$4490.0萬

  • 減碼 IEI

    -32.2%　-US$5293.5萬

  • 加碼 AAPL

    +559.0%　US$2353.6萬

  • 減碼 NLY

    -98.9%　-US$1959.1萬

  • 減碼 MO

    -96.4%　-US$1909.8萬

  • 減碼 V

    -97.3%　-US$1783.0萬

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
1IEIIshares 3-7 Year Treasury BoETF-政府公債11.88%-3.11%-32.23%
2MBBIshares Mbs ETFETF-其他5.79%+5.79%NEW
3ABBVAbbvie INC股票-醫療保健4.32%+0.47%+0.38%
4MSFTMicrosoft CORP股票-科技4.17%+0.78%+36.76%
5GOOGAlphabet Inc-cl C股票-通訊服務4.13%+0.20%-2.23%
6COSTCostco Wholesale CORP股票-非循環性消費3.94%+1.05%+0.35%
7AMZNAmazon.com INC股票-循環性消費3.65%+0.29%+2.20%
8LLYEli Lilly & Co股票-醫療保健3.46%+0.09%+2.23%
9NVDANvidia CORP股票-科技3.20%+0.23%-2.01%
10BRK-BBerkshire Hathaway Inc-cl B股票-其他3.18%-0.46%-21.99%
11AAPLApple INC股票-科技3.06%+2.64%+559.01%
12XLKSs Technology Select SectorETF-科技型2.86%+0.06%-5.91%
13GEVGE Vernova INC股票-工業2.77%+0.67%-16.18%
14MGKVanguard Mega Cap Growth ETFETF-其他2.51%-0.24%-12.89%
15SHYIshares 1-3 Year Treasury BoETF-政府公債2.35%+0.42%+4.25%
16PLTRPalantir Technologies Inc-a股票-科技2.30%-0.63%-19.05%
17DUKDuke Energy CORP股票-公用事業2.25%+0.18%-17.49%
18XLFSs Financial Select SectorETF-其他2.16%-0.19%-13.26%
19XOMExxon Mobil CORP股票-能源2.13%+0.66%-12.62%
20VZVerizon Communications INC股票-通訊服務2.11%—-18.17%
21WMTWalmart INC股票-非循環性消費2.04%+0.17%-17.09%
22BLKBlackrock INC股票-金融1.93%-0.33%-19.43%
23PANWPalo Alto Networks INC股票-科技1.87%-0.36%-17.70%
24XLCSs Comm Select Sector SpdrETF-其他1.83%+0.16%-1.28%
25JPMJpmorgan Chase & Co股票-金融1.70%-1.25%-46.39%
26KMIKinder Morgan INC股票-能源1.67%-0.98%-56.20%
27XLPSs Consumer Staples Sel SectETF-其他1.43%+0.01%-18.57%
28XLVSs Health Care Select SectorETF-其他1.36%+0.12%-1.71%
29TLTIshares 20+ Year Treasury BdETF-政府公債1.35%+0.25%+5.25%
30XLYSs Consumer Disc Select SectETF-其他1.34%+0.07%-1.51%
31RTXRtx CORP股票-工業1.29%—-4.46%
32CRMSalesforce INC股票-科技1.06%+1.06%NEW
33NOWServicenow INC股票-科技1.01%+1.01%NEW
34XLUSt Sr Utl Sl Se Spdr Etf-usdETF-其他0.92%—-2.36%
35XLISs Industrial Select SectorETF-其他0.84%-0.06%-23.86%
36IGVIshares Expanded Tech-softwaETF-科技型0.55%+0.55%NEW
37SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股與成長0.37%—-3.87%
38AMLPAlerian Mlp ETFETF-其他0.31%-0.19%-53.42%
39XLBSs Materials Select SectorETF-其他0.30%—-1.45%
40BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債0.28%-0.08%-35.11%
41SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長0.21%—+10.34%
42AGGIshares Core U.s. AggregateETF-其他0.20%—-3.62%
43VYMVanguard High Dvd Yield ETFETF-其他0.19%—-5.81%
44IEFIshares 7-10 Year Treasury BETF-政府公債0.15%—+1.30%
45VTIVanguard Total Stock Mkt ETFETF-其他0.14%—+40.98%
46IVVIshares Core S&p 500 ETFETF-大型股與成長0.12%—+3.80%
47CVXChevron CORP股票-能源0.11%—-4.83%
48IJHIshares Core S&p Midcap ETFETF-其他0.11%—+0.79%
49METAMeta Platforms Inc-class A股票-通訊服務0.10%-4.14%-97.63%
50GOOGLAlphabet Inc-cl A股票-通訊服務0.10%—-5.59%
1–50 of 118

本季持股變動

Clarity Financial LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ishares Mbs ETF (MBB); 新建倉: Salesforce INC (CRM); 新建倉: Servicenow INC (NOW); 清倉: Ishares Mortgage Real Estate (REM); 清倉: Global X Superdividend Use (DIV).

Clarity Financial LLC 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
1AAPLApple INC+2.6%+559.01%加碼
2COSTCostco Wholesale CORP+1.1%+0.35%加碼
3MSFTMicrosoft CORP+0.8%+36.76%加碼
4GEVGE Vernova INC+0.7%-16.18%減碼
5XOMExxon Mobil CORP+0.7%-12.62%減碼
6ABBVAbbvie INC+0.5%+0.38%加碼
7SHYIshares 1-3 Year Treasury Bo+0.4%+4.25%加碼
8AMZNAmazon.com INC+0.3%+2.20%加碼
9TLTIshares 20+ Year Treasury Bd+0.3%+5.25%加碼
10NVDANvidia CORP+0.2%-2.01%減碼
11GOOGAlphabet Inc-cl C+0.2%-2.23%減碼
12DUKDuke Energy CORP+0.2%-17.49%減碼
13WMTWalmart INC+0.2%-17.09%減碼
14XLCSs Comm Select Sector Spdr+0.2%-1.28%減碼
15XLVSs Health Care Select Sector+0.1%-1.71%減碼
16LLYEli Lilly & Co+0.1%+2.23%加碼
17XLYSs Consumer Disc Select Sect+0.1%-1.51%減碼
18XLKSs Technology Select Sector+0.1%-5.91%減碼
19XLPSs Consumer Staples Sel Sect0%-18.57%減碼
20CBRECbre Group INC - A0%-23.38%減碼
21XLISs Industrial Select Sector-0.1%-23.86%減碼
22AVGOBroadcom INC-0.1%-42.69%減碼
23BILSs Spdr Bb 1-3m T-bill ETF-0.1%-35.11%減碼
24XLFSs Financial Select Sector-0.2%-13.26%減碼
25AMLPAlerian Mlp ETF-0.2%-53.42%減碼
26MGKVanguard Mega Cap Growth ETF-0.2%-12.89%減碼
27BLKBlackrock INC-0.3%-19.43%減碼
28PANWPalo Alto Networks INC-0.4%-17.70%減碼
29BRK-BBerkshire Hathaway Inc-cl B-0.5%-21.99%減碼
30PLTRPalantir Technologies Inc-a-0.6%-19.05%減碼
31KMIKinder Morgan INC-1%-56.20%減碼
32JPMJpmorgan Chase & Co-1.3%-46.39%減碼
33VVisa Inc-class A Shares-1.6%-97.28%減碼
34MOAltria Group INC-1.8%-96.42%減碼
35NLYAnnaly Capital Management In-1.8%-98.92%減碼
36IEIIshares 3-7 Year Treasury Bo-3.1%-32.23%減碼
37METAMeta Platforms Inc-class A-4.1%-97.63%減碼
38MBBIshares Mbs ETF—NEW新建倉
39CRMSalesforce INC—NEW新建倉
40NOWServicenow INC—NEW新建倉
41REMIshares Mortgage Real Estate—EXIT清倉
42DIVGlobal X Superdividend Use—EXIT清倉
43IGVIshares Expanded Tech-softwa—NEW新建倉
44VTVVanguard Value ETF—NEW新建倉
45AEPAmerican Electric Power—EXIT清倉
46VOTVanguard Mid-cap Growth ETF—NEW新建倉
47IJKIshares S&p Mid-cap 400 Grow—EXIT清倉
48BALLBall CORP—EXIT清倉
49IJJIshares S&p Mid-cap 400 Valu—EXIT清倉
50UPSUnited Parcel Service-cl B—NEW新建倉

FAQ

Clarity Financial LLC 是什麼機構？屬於哪種投資人類型？
Clarity Financial LLC 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$9.2億，分佈在 118 個已申報部位之中。
Clarity Financial LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Clarity Financial LLC 按市值排列的前幾大持股為： 1. Ishares 3-7 Year Treasury Bo (IEI) — US$1.1億 (11.9%) 2. Ishares Mbs ETF (MBB) — US$5322.7萬 (5.8%) 3. Abbvie INC (ABBV) — US$3973.0萬 (4.3%) 4. Microsoft CORP (MSFT) — US$3835.1萬 (4.2%) 5. Alphabet Inc-cl C (GOOG) — US$3797.9萬 (4.1%)
Clarity Financial LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Clarity Financial LLC 共進行了 50 項顯著調整：新建倉 7 個部位、加碼 8 個既有持股、減碼 29 個部位，並完全清倉 6 個持股。 其中幅度最大的異動：新建倉: Ishares Mbs ETF (MBB); 新建倉: Salesforce INC (CRM); 新建倉: Servicenow INC (NOW); 清倉: Ishares Mortgage Real Estate (REM); 清倉: Global X Superdividend Use (DIV)
Clarity Financial LLC 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 Financial LLC 的主要板塊分佈如下： • Information Technology: 28.8% • Health Care: 13.4% • Financials: 11.7% • Communication Services: 10.9% • Consumer Staples: 10.6% • Industrials: 7.4%