CP
Clear Perspective Advisors, LLC
分散型投资策略长期持有型高品质投资策略
申报总市值
US$3.3亿
申报季度: 2021-12-31 · 持股只数: 181
Clear Perspective Advisors, LLC在最新一期 13F 报告中披露了 181 项持股，申报期为 2021-12-31，总持股市值约为 US$3.3亿，季度换手率为 0.0%。
机构性格雪花图
- 集中度
- 19.48
- 持仓稳定性
- 0
- 动能／逆势
- 50
- 行业集中度
- 59.71
- 多样化
- 100
- 仓位均衡度
- 71.97
近期动向
本季暂无持股变动
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 |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 17.14% | — | +20.67% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 7.27% | — | +1.68% | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-其他 | 5.96% | — | -7.77% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 4.31% | — | -1.95% | |
| 5 | TMFC | Motley Fool 100 Index ETF | ETF-大型股与成长 | 4.29% | — | +4.34% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.92% | — | +5.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.86% | — | +5.15% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 2.85% | — | +14.98% | |
| 9 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | — | +24.05% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-其他 | 1.80% | — | +3.85% | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.79% | — | +35.47% | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.64% | — | +3.84% | |
| 13 | VUG | Vanguard Growth ETF | ETF-其他 | 1.52% | — | -2.50% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.21% | — | +0.51% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.14% | — | +0.67% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-其他 | 1.06% | — | -39.45% | |
| 17 | SPHB | Invesco S&p 500 High Beta Et | ETF-大型股与成长 | 0.97% | — | -70.64% | |
| 18 | V | Visa Inc-class A Shares | 股票-金融 | 0.97% | — | +8.28% | |
| 19 | MA | Mastercard INC - A | 股票-金融 | 0.96% | — | +1.90% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-其他 | 0.92% | — | +43.88% | |
| 21 | BND | Vanguard Total Bond Market | ETF-其他 | 0.87% | — | -0.40% | |
| 22 | OIH | Vaneck Oil Services ETF | ETF-其他 | 0.85% | — | +7.19% | |
| 23 | VTV | Vanguard Value ETF | ETF-其他 | 0.82% | — | — | |
| 24 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.78% | — | +31.50% | |
| 25 | XLE | Ss Energy Select Sector | ETF-其他 | 0.74% | — | +10.52% | |
| 26 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型股 | 0.71% | — | +20.84% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-其他 | 0.66% | — | +595.72% | |
| 28 | UNP | Union Pacific CORP | 股票-工业 | 0.64% | — | -2.42% | |
| 29 | TSLA | Tesla INC | 股票-周期性消费 | 0.63% | — | +91.75% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-其他 | 0.59% | — | — | |
| 31 | STOT | Ss Dl St Dur Tr Tact ETF | ETF-其他 | 0.58% | — | -2.51% | |
| 32 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.56% | — | -0.32% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.56% | — | +6.26% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.50% | — | -2.66% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.50% | — | -27.75% | |
| 36 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.49% | — | -1.27% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-其他 | 0.49% | — | +17.29% | |
| 38 | PYPL | Paypal Holdings INC | 股票-金融 | 0.49% | — | +13.73% | |
| 39 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.48% | — | +4.18% | |
| 40 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.48% | — | -2.29% | |
| 41 | INTC | Intel CORP | 股票-科技 | 0.45% | — | +0.96% | |
| 42 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.45% | — | — | |
| 43 | VXF | Vanguard Extended Market ETF | ETF-其他 | 0.42% | — | +29.73% | |
| 44 | BLKCHF | Blackrock INC | 股票-其他 | 0.38% | — | +7.04% | |
| 45 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.38% | — | -9.98% | |
| 46 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.38% | — | +14.94% | |
| 47 | AMGN | Amgen INC | 股票-医疗保健 | 0.36% | — | +2.12% | |
| 48 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.36% | — | -2.17% | |
| 49 | ORCL | Oracle CORP | 股票-科技 | 0.35% | — | +4.48% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.35% | — | -2.37% |
1–50 of 181
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2021-12-31 | 181 | US$3.3亿 | 0 | |
| 2021-09-30 | 169 | US$2.9亿 | 0 | |
| 2021-06-30 | 162 | US$2.9亿 | 94 | |
| 2021-03-31 | 152 | US$2.6亿 | 33 | |
| 2020-12-31 | 143 | US$2.4亿 | 100 | |
| 2020-09-30 | 137 | US$2.1亿 | 100 | |
| 2020-06-30 | 120 | US$1.8亿 | 32 | |
| 2020-03-31 | 111 | US$1.5亿 | 44 | |
| 2019-12-31 | 134 | US$1.6亿 | 43 | |
| 2019-09-30 | 189 | US$2.2亿 | 45 | |
| 2019-06-30 | 189 | US$1.6亿 | 21 | |
| 2019-03-31 | 137 | US$1.4亿 | 27 | |
| 2018-12-31 | 135 | US$1.2亿 | 25 | |
| 2018-09-30 | 143 | US$1.3亿 | 31 | |
| 2018-06-30 | 489 | US$1.4亿 | 23 | |
| 2018-03-31 | 493 | US$1.3亿 | 20 | |
| 2017-12-31 | 479 | US$1.3亿 | 15 | |
| 2017-09-30 | 493 | US$1.2亿 | 17 | |
| 2017-06-30 | 484 | US$1.2亿 | 42 | |
| 2017-03-31 | 427 | US$1.5亿 | 25 | |
| 2016-12-31 | 425 | US$1.5亿 | 0 |
本季持股变动
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|
FAQ
Clear Perspective Advisors, LLC 是什么机构？属于哪种投资人类型？
Clear Perspective 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（2021-12-31），该机构追踪的股票投资组合估值约为 US$3.3亿，分布在 181 个已申报仓位之中。
Clear Perspective Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Clear Perspective Advisors, LLC 按市值排列的前几大持股为：
1. Ste Str Spdr Pt S&p 500 ETF (SPYM) — US$5646.1万 (17.1%)
2. Schwab US Dvd Equity ETF (SCHD) — US$2393.5万 (7.3%)
3. First Trust Low Duration Opp (LMBS) — US$1962.9万 (6.0%)
4. Vanguard S&p 500 ETF (VOO) — US$1421.5万 (4.3%)
5. Motley Fool 100 Index ETF (TMFC) — US$1411.8万 (4.3%)
Clear Perspective Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
最新一期申报显示 Clear Perspective Advisors, LLC 的持仓并无明显异动，组合整体维持相对稳定。
Clear Perspective 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 Perspective Advisors, LLC 的主要板块分布如下：
• Information Technology: 33.6%
• Financials: 19.3%
• Communication Services: 14.3%
• Consumer Discretionary: 12.6%
• Health Care: 9.3%
• Industrials: 4.7%