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Clear Trail Advisors, LLC

分散型投资策略趋势追踪型高品质投资策略

申报总市值

US$6.0亿

申报季度: 2026-03-31 · 持股只数: 149

Clear Trail Advisors, LLC在最新一期 13F 报告中披露了 149 项持股，申报期为 2026-03-31，总持股市值约为 US$6.0亿，季度换手率为 44.4%。

机构性格雪花图

集中度
8.79
持仓稳定性
44.37
动能／逆势
100
行业集中度
52.32
多样化
100
仓位均衡度
84.87

近期动向

  • 减仓 GIS

    -6.2%　-US$621.6万

  • 减仓 MSFT

    +8.4%　-US$328.4万

  • 减仓 AAPL

    -2.1%　-US$189.6万

  • 减仓 DRI

    +0.8%　US$217.0万

  • 减仓 AVGO

    -1.5%　-US$205.7万

  • 减仓 JPM

    +1.8%　-US$125.2万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1XOMExxon Mobil CORP股票-能源6.68%+0.02%-0.89%
2DRIDarden Restaurants INC股票-周期性消费5.24%-1.56%+0.81%
3AAPLApple INC股票-科技3.34%-1.75%-2.13%
4GISGeneral Mills INC股票-非周期性消费3.12%-2.68%-6.16%
5DIVOAmplify Cwp Enhan Divid ETFETF-其他2.98%-0.82%+8.35%
6JPMJpmorgan Chase & Co股票-金融2.72%-1.37%+1.75%
7MSFTMicrosoft CORP股票-科技2.66%-1.81%+8.40%
8CVXChevron CORP股票-能源2.62%+0.26%+14.21%
9WMTWalmart INC股票-非周期性消费2.56%-0.54%+3.18%
10AVGOBroadcom INC股票-科技2.53%-1.47%-1.53%
11CGCBCap Group Core BondETF-其他2.46%+2.46%NEW
12WCPBWeitz Core Plus Bond ETFETF-其他2.45%+2.45%NEW
13JBNDJpmorgan Active Bond ETFETF-其他2.45%+2.45%NEW
14EVTREaton Vance Total ReturnETF-其他2.44%+2.44%NEW
15JMUBJpmorgan Municipal ETFETF-其他2.37%+2.37%NEW
16CGMUCap Group Municipal IncomeETF-其他2.32%+2.32%NEW
17JPIEJpmorgan Income ETFETF-其他2.28%+2.28%NEW
18ETNEaton Corporation plc股票-工业1.95%-0.59%-4.66%
19MPCMarathon Petroleum CORP股票-能源1.92%+0.03%-5.46%
20MSIMotorola Solutions INC股票-科技1.69%-0.42%-1.44%
21CGMSCap Group US Multi-sect BondETF-其他1.62%+1.62%NEW
22HDHome Depot INC股票-周期性消费1.58%—+3.02%
23CMECme Group INC股票-金融1.57%—-13.11%
24MRKMerck & Co. INC.股票-医疗保健1.42%—-6.57%
25JNJJohnson & Johnson股票-医疗保健1.30%-0.19%+2.85%
26VNLAJanus Henderson Short DuratiETF-其他1.25%-0.02%+38.59%
27EVSDEaton Vance Shrt Dur INCETF-其他1.13%+1.13%NEW
28CBChubb Limited股票-金融1.08%—-3.15%
29VZVerizon Communications INC股票-通信服务1.03%-0.12%+1.59%
30ADIAnalog Devices INC股票-科技0.96%-0.12%+5.50%
31JNJJohnson & Johnson股票-医疗保健0.95%—+1.82%
32MDTMedtronic plc股票-医疗保健0.93%-0.06%+45.04%
33CATCaterpillar INC股票-工业0.84%—-15.80%
34MLPAGlobal X Mlp ETFETF-其他0.83%+0.83%NEW
35APDAir Products & Chemicals INC股票-原材料0.82%-0.11%+5.39%
36GSGoldman Sachs Group INC股票-金融0.82%—+1.54%
37RTXRtx CORP股票-工业0.81%—+0.75%
38CGHMCap Group Muni High-incomeETF-其他0.81%+0.81%NEW
39EVIMEaton Vance Int Muni IncomeETF-其他0.80%+0.80%NEW
40MMITNyli Mackay Muni Intrm ETFETF-其他0.80%+0.80%NEW
41TJXTjx Companies INC股票-周期性消费0.76%—+1.46%
42VVisa Inc-class A Shares股票-金融0.72%-0.51%-5.28%
43AXPAmerican Express Co股票-金融0.70%-0.46%+2.39%
44MCDMcdonald's CORP股票-周期性消费0.69%—+2.09%
45EPDEnterprise Products Partners股票-能源0.68%—-0.50%
46NEENextera Energy INC股票-公用事业0.67%-0.01%+19.42%
47ORealty Income CORP股票-房地产0.64%—+0.41%
48ETEnergy Transfer LP股票-能源0.59%—-0.33%
49UNPUnion Pacific CORP股票-工业0.58%—+5.65%
50AMGNAmgen INC股票-医疗保健0.56%—+18.36%
1–50 of 149

本季持股变动

Clear Trail Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Cap Group Core Bond (CGCB); 新建仓: Weitz Core Plus Bond ETF (WCPB); 新建仓: Jpmorgan Active Bond ETF (JBND); 新建仓: Eaton Vance Total Return (EVTR); 新建仓: Jpmorgan Municipal ETF (JMUB).

Clear Trail Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1MLPXGlobal X Mlp & Energy Infras+0.4%+1021.82%加仓
2CVXChevron CORP+0.3%+14.21%加仓
3MDSTWestwd Sat Encd Mdstr In ETF+0.1%+129.44%加仓
4ENBEnbridge INC+0.1%+47.86%加仓
5MPCMarathon Petroleum CORP0%-5.46%减仓
6XOMExxon Mobil CORP0%-0.89%减仓
7AEMAgnico Eagle Mines LTD0%+19.99%加仓
8NEENextera Energy INC0%+19.42%加仓
9VNLAJanus Henderson Short Durati0%+38.59%加仓
10MDTMedtronic plc-0.1%+45.04%加仓
11APDAir Products & Chemicals INC-0.1%+5.39%加仓
12VZVerizon Communications INC-0.1%+1.59%加仓
13ADIAnalog Devices INC-0.1%+5.50%加仓
14JNJJohnson & Johnson-0.2%+2.85%加仓
15PGProcter & Gamble Co/the-0.3%-50.17%减仓
16FISFidelity National Info Serv-0.4%-16.27%减仓
17IBMIntl Business Machines CORP-0.4%-2.93%减仓
18MSIMotorola Solutions INC-0.4%-1.44%减仓
19BILSs Spdr Bb 1-3m T-bill ETF-0.5%-28.51%减仓
20AXPAmerican Express Co-0.5%+2.39%加仓
21VVisa Inc-class A Shares-0.5%-5.28%减仓
22WMTWalmart INC-0.5%+3.18%加仓
23ETNEaton Corporation plc-0.6%-4.66%减仓
24METAMeta Platforms Inc-class A-0.7%-68.69%减仓
25DIVOAmplify Cwp Enhan Divid ETF-0.8%+8.35%加仓
26JPMJpmorgan Chase & Co-1.4%+1.75%加仓
27AVGOBroadcom INC-1.5%-1.53%减仓
28DRIDarden Restaurants INC-1.6%+0.81%加仓
29AAPLApple INC-1.8%-2.13%减仓
30MSFTMicrosoft CORP-1.8%+8.40%加仓
31GISGeneral Mills INC-2.7%-6.16%减仓
32CGCBCap Group Core Bond—NEW新建仓
33WCPBWeitz Core Plus Bond ETF—NEW新建仓
34JBNDJpmorgan Active Bond ETF—NEW新建仓
35EVTREaton Vance Total Return—NEW新建仓
36JMUBJpmorgan Municipal ETF—NEW新建仓
37CGMUCap Group Municipal Income—NEW新建仓
38JPIEJpmorgan Income ETF—NEW新建仓
39CGMSCap Group US Multi-sect Bond—NEW新建仓
40EVSDEaton Vance Shrt Dur INC—NEW新建仓
41MLPAGlobal X Mlp ETF—NEW新建仓
42CGHMCap Group Muni High-income—NEW新建仓
43EVIMEaton Vance Int Muni Income—NEW新建仓
44MMITNyli Mackay Muni Intrm ETF—NEW新建仓
45FDXFedex CORP—NEW新建仓
46NSCNorfolk Southern CORP—NEW新建仓
47RJDIRj Eagle Gcm Div S INC ETF—NEW新建仓
48MAINMain Street Capital CORP—NEW新建仓
49SYYSysco CORP—NEW新建仓
50GLWCorning INC—NEW新建仓

FAQ

Clear Trail Advisors, LLC 是什么机构？属于哪种投资人类型？
Clear Trail Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$6.0亿，分布在 149 个已申报仓位之中。
Clear Trail Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Clear Trail Advisors, LLC 按市值排列的前几大持股为： 1. Exxon Mobil CORP (XOM) — US$4014.4万 (6.7%) 2. Darden Restaurants INC (DRI) — US$3150.1万 (5.2%) 3. Apple INC (AAPL) — US$2005.0万 (3.3%) 4. General Mills INC (GIS) — US$1876.5万 (3.1%) 5. Amplify Cwp Enhan Divid ETF (DIVO) — US$1790.1万 (3.0%)
Clear Trail Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Clear Trail Advisors, LLC 共进行了 50 项显著调整：新建仓 19 个仓位、加仓 18 个既有持股、减仓 13 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Cap Group Core Bond (CGCB); 新建仓: Weitz Core Plus Bond ETF (WCPB); 新建仓: Jpmorgan Active Bond ETF (JBND); 新建仓: Eaton Vance Total Return (EVTR); 新建仓: Jpmorgan Municipal ETF (JMUB)
Clear Trail Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Clear Trail Advisors, LLC 的主要板块分布如下： • Energy: 25.6% • Information Technology: 24.1% • Financials: 15.4% • Health Care: 11.0% • Consumer Staples: 7.4% • Industrials: 5.8%