13F 机构持仓

Claro Advisors Inc.

BOSTON MA · SEC CIK 0001764386

2026Q22026Q1 更早 9 个季度 🔒
$8.30亿2026Q1 申报市值
506持仓数
28.9%前十大占比 · 第一大 5.4%
119 / 26新建仓 / 清仓
申报市值走势$9.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 5.4%
VEA 3.3%
IWD 3.3%
IWF 3.1%
AAPL 3.0%
NVDA 2.5%
MSFT 2.4%
AMZN 2.2%
IUSB 1.9%
CORO 1.8%

2026Q1 买入最多 按季末市值估算

VEA 加仓+$2,657.21万
CORO 新建仓+$1,520.53万
VWO 新建仓+$926.21万
VOO 加仓+$768.63万
HUBS 新建仓+$608.49万

2026Q1 卖出最多 按季末市值估算

MGC 减仓-$889.32万
IEMG 减仓-$407.38万
DYNF 减仓-$351.13万
EFV 减仓-$186.80万
IAU 减仓-$177.55万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
RKLB ROCKET LAB CORP $00.00%0 -20,087-100.0% -$140.13万 清仓
— PROSHARES TR $00.00%0 -12,536-100.0% -$80.73万 清仓
PHYL PGIM ETF TR $00.00%0 -21,861-100.0% -$77.56万 清仓
EMLP FIRST TR EXCHANGE-TRADED FD $00.00%0 -18,955-100.0% -$71.78万 清仓
HIMU BLACKROCK ETF TRUST II $00.00%0 -10,416-100.0% -$50.71万 清仓
— CHEWY INC 看涨期权 $00.00%0 -11,000-100.0% -$36.35万 清仓
XLV SELECT SECTOR SPDR TR $00.00%0 -2,287-100.0% -$35.41万 清仓
DASH DOORDASH INC $00.00%0 -1,430-100.0% -$32.39万 清仓
BNDW VANGUARD SCOTTSDALE FDS $00.00%0 -4,174-100.0% -$28.69万 清仓
XLY SELECT SECTOR SPDR TR $00.00%0 -2,291-100.0% -$27.36万 清仓
IEV ISHARES TR $00.00%0 -3,960-100.0% -$27.17万 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -9,358-100.0% -$26.97万 清仓
EMB ISHARES TR $00.00%0 —— — 申报中断
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -6,558-100.0% -$24.26万 清仓
DSEP FIRST TR EXCHNG TRADED FD VI $00.00%0 -5,085-100.0% -$22.84万 清仓
BIDU BAIDU INC $00.00%0 -1,726-100.0% -$22.55万 清仓
ILMN ILLUMINA INC $00.00%0 —— — 申报中断
VYM VANGUARD WHITEHALL FDS $00.00%0 —— — 申报中断
REET ISHARES TR $00.00%0 -8,778-100.0% -$21.90万 清仓
IVLU ISHARES TR $00.00%0 -5,702-100.0% -$21.70万 清仓
XYZ BLOCK INC $00.00%0 —— — 申报中断
GQI NATIXIS ETF TR $00.00%0 -3,767-100.0% -$21.50万 清仓
ADP AUTOMATIC DATA PROCESSING IN $00.00%0 —— — 申报中断
CHYM CHIME FINL INC $00.00%0 -8,346-100.0% -$21.01万 清仓
BDX BECTON DICKINSON & CO $00.00%0 -1,069-100.0% -$20.74万 清仓
MUNI PIMCO ETF TR $00.00%0 -3,954-100.0% -$20.72万 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -1,268-100.0% -$20.56万 清仓
FIG FIGMA INC $00.00%0 -5,500-100.0% -$20.55万 清仓
CNC CENTENE CORP DEL $00.00%0 —— — 申报中断
DDOG DATADOG INC $00.00%0 —— — 申报中断
BKNG BOOKING HOLDINGS INC $00.00%0 -38-100.0% -$20.35万 清仓
SPGI S&P GLOBAL INC $00.00%0 -385-100.0% -$20.13万 清仓
NXDT NEXPOINT DIVERSIFIED REL ET $00.00%0 -11,377-100.0% -$4.36万 清仓
AUTL AUTOLUS THERAPEUTICS LTD $1.73万0.00%12,500 12,500— $1.73万 新建仓
— CLEANCORE SOLUTIONS INC $4.39万0.01%123,275 55,00080.6% $1.96万 加仓
RZLV REZOLVE AI PLC $5.08万0.01%19,848 6,00643.4% $1.54万 加仓
— EPSILON ENERGY LTD $8.19万0.01%13,298 1,77015.4% $1.09万 加仓
ADT ADT INC DEL $8.98万0.01%13,663 13,663— $8.98万 新建仓
WU WESTERN UN CO $10.31万0.01%11,811 11,811— $10.31万 新建仓
IEP ICAHN ENTERPRISES LP $14.56万0.02%19,280 2,25013.2% $1.70万 加仓
BBLU EA SERIES TRUST $15.81万0.02%10,712 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE INC $16.55万0.02%10,999 670.6% $1,008 加仓
PCT PURECYCLE TECHNOLOGIES INC $17.57万0.02%33,851 -3-0.0% -$16 减仓
BSOL BITWISE SOLANA STAKING ETF $17.75万0.02%16,061 1210.8% $1,337 加仓
FTMA PUTNAM ETF TRUST $20.02万0.02%22,333 22,333— $20.02万 新建仓
CHRW C H ROBINSON WORLDWIDE IN $20.09万0.02%1,210 1,210— $20.09万 新建仓
ENVA ENOVA INTL INC $20.10万0.02%1,480 1,480— $20.10万 新建仓
LOPE GRAND CANYON ED INC $20.11万0.02%1,183 1,183— $20.11万 新建仓
SNOW SNOWFLAKE INC $20.12万0.02%1,334 40.3% $603 加仓
BCO BRINKS CO $20.24万0.02%1,953 1,953— $20.24万 新建仓
BSX BOSTON SCIENTIFIC CORP $20.26万0.02%3,229 -619-16.1% -$3.88万 减仓
TBIL RBB FD INC $20.29万0.02%4,070 4,070— $20.29万 新建仓
SYF SYNCHRONY FINANCIAL $20.62万0.02%3,031 3,031— $20.62万 新建仓
JBL JABIL INC $20.67万0.02%778 778— $20.67万 新建仓
SPYD SPDR SERIES TRUST $20.77万0.03%4,564 -1,765-27.9% -$8.03万 减仓
LNG CHENIERE ENERGY INC $20.80万0.03%733 733— $20.80万 新建仓
— INNOVATOR ETFS TRUST $20.80万0.03%7,164 -429-5.6% -$1.25万 减仓
FEX FIRST TR EXCHANGE-TRADED ALP $20.89万0.03%1,714 30.2% $366 加仓
— BONDBLOXX ETF TRUST $20.95万0.03%4,204 4,204— $20.95万 新建仓
RING ISHARES INC $20.98万0.03%2,656 -555-17.3% -$4.38万 减仓
WDC WESTERN DIGITAL CORP $21.02万0.03%777 777— $21.02万 新建仓
SYY SYSCO CORP $21.05万0.03%2,951 2,951— $21.05万 新建仓
MUSA MURPHY USA INC $21.09万0.03%427 427— $21.09万 新建仓
COF CAPITAL ONE FINL CORP $21.10万0.03%1,156 787.2% $1.42万 加仓
BYD BOYD GAMING CORP $21.10万0.03%2,568 2,568— $21.10万 新建仓
RUSHA RUSH ENTERPRISES INC $21.11万0.03%3,193 3,193— $21.11万 新建仓
IGV ISHARES TR $21.13万0.03%2,640 2,640— $21.13万 新建仓
HURN HURON CONSULTING GROUP INC $21.19万0.03%1,662 1,662— $21.19万 新建仓
FTI TECHNIPFMC PLC $21.31万0.03%3,082 3,082— $21.31万 新建仓
MMIN NEW YORK LIFE INVTS ACTIVE E $21.34万0.03%9,000 00.0% — 不变
SCHP SCHWAB STRATEGIC TR $21.52万0.03%8,086 8,086— $21.52万 新建仓
TMUS T-MOBILE US INC $21.52万0.03%1,024 1,024— $21.52万 新建仓
CASY CASEYS GEN STORES INC $21.54万0.03%296 296— $21.54万 新建仓
HMN HORACE MANN EDUCATORS CORP N $21.55万0.03%5,050 5,050— $21.55万 新建仓
MMIT NEW YORK LIFE INVTS ACTIVE E $21.69万0.03%9,000 00.0% — 不变
CVSA COVISTA INC $21.78万0.03%1,890 1,890— $21.78万 新建仓
UNM UNUM GROUP $21.88万0.03%2,996 2,996— $21.88万 新建仓
TGT TARGET CORP $21.90万0.03%1,807 1,807— $21.90万 新建仓
MPC MARATHON PETE CORP $21.94万0.03%898 898— $21.94万 新建仓
DELL DELL TECHNOLOGIES INC $22.03万0.03%1,342 -82-5.8% -$1.35万 重新持有
HELO J P MORGAN EXCHANGE TRADED F $22.05万0.03%3,450 00.0% — 不变
— SUPERNUS PHARMACEUTICALS $22.10万0.03%4,275 4,275— $22.10万 新建仓
PJT PJT PARTNERS INC $22.18万0.03%1,588 1,588— $22.18万 新建仓
CNA CNA FINL CORP $22.26万0.03%4,848 4,848— $22.26万 新建仓
ITW ILLINOIS TOOL WKS INC $22.34万0.03%858 858— $22.34万 新建仓
NXST NEXSTAR MEDIA GROUP INC $22.37万0.03%1,237 1,237— $22.37万 新建仓
HCI HCI GROUP INC $22.39万0.03%1,448 1,448— $22.39万 新建仓
PWR QUANTA SVCS INC $22.43万0.03%409 409— $22.43万 新建仓
ADM ARCHER DANIELS MIDLAND CO $22.60万0.03%3,108 3,108— $22.60万 新建仓
— INVESCO ACTIVELY MANAGED EXC $22.88万0.03%9,171 -2,051-18.3% -$5.12万 减仓
FGD FIRST TR EXCHANGE-TRADED FD $22.92万0.03%7,179 30.0% $96 加仓
WAB WABTEC $22.96万0.03%919 919— $22.96万 新建仓
SCHV SCHWAB STRATEGIC TR $22.96万0.03%7,528 7,528— $22.96万 新建仓
DHI D R HORTON INC $23.05万0.03%1,680 1,680— $23.05万 新建仓
HALO HALOZYME THERAPEUTICS INC $23.09万0.03%3,572 3,572— $23.09万 新建仓
CGBL CAPITAL GROUP CORE BALANCED $23.14万0.03%6,725 00.0% — 不变
PYPL PAYPAL HLDGS INC $23.18万0.03%5,126 3878.2% $1.75万 加仓
BMNR BITMINE IMMERSION TECNOLOGIE $23.31万0.03%11,786 11,786— $23.31万 新建仓
FTDR FRONTDOOR INC $23.32万0.03%4,412 4,412— $23.32万 新建仓
MSTR STRATEGY INC $23.35万0.03%1,871 181.0% $2,246 加仓