Claro Advisors Inc.
BOSTON MA · SEC CIK 0001764386
$9.53亿2026Q2 申报市值
533持仓数
30.5%前十大占比 · 第一大 6.3%
59 / 39新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$782.83万
IWF 加仓+$773.07万
BLCR 新建仓+$504.31万
IALT 新建仓+$348.85万
IWD 加仓+$255.96万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$568.66万
EXXON MOBIL CORP 减仓-$545.93万
CORO 减仓-$383.11万
TD 减仓-$322.97万
MTUM 减仓-$181.01万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FDN | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -1,858 | -100.0% | -$43.47万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -4,913 | -100.0% | -$41.24万 | 清仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -8,092 | -100.0% | -$40.13万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -36,700 | -100.0% | -$37.36万 | 清仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -7,824 | -100.0% | -$34.98万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -617 | -100.0% | -$32.25万 | 清仓 |
| BUG | GLOBAL X FDS | $0 | 0.00% | 0 | -12,655 | -100.0% | -$31.78万 | 清仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -5,611 | -100.0% | -$31.53万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -3,707 | -100.0% | -$29.63万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,547 | -100.0% | -$29.33万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,748 | -100.0% | -$28.33万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,115 | -100.0% | -$27.97万 | 清仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | -30,472 | -100.0% | -$26.75万 | 清仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $0 | 0.00% | 0 | -7,054 | -100.0% | -$25.64万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,118 | -100.0% | -$25.56万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -4,259 | -100.0% | -$24.26万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -2,229 | -100.0% | -$23.80万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -6,106 | -100.0% | -$23.54万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -2,959 | -100.0% | -$23.42万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,871 | -100.0% | -$23.35万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -5,126 | -100.0% | -$23.18万 | 清仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $0 | 0.00% | 0 | -1,237 | -100.0% | -$22.37万 | 清仓 |
| — | SUPERNUS PHARMACEUTICALS | $0 | 0.00% | 0 | -4,275 | -100.0% | -$22.10万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -296 | -100.0% | -$21.54万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -1,024 | -100.0% | -$21.52万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -3,082 | -100.0% | -$21.31万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | -1,662 | -100.0% | -$21.19万 | 清仓 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | -2,640 | -100.0% | -$21.13万 | 清仓 |
| RING | ISHARES INC | $0 | 0.00% | 0 | -2,656 | -100.0% | -$20.98万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -733 | -100.0% | -$20.80万 | 清仓 |
| SPYD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -4,564 | -100.0% | -$20.77万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -778 | -100.0% | -$20.67万 | 清仓 |
| TBIL | RBB FD INC | $0 | 0.00% | 0 | -4,070 | -100.0% | -$20.29万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -3,229 | -100.0% | -$20.26万 | 清仓 |
| BCO | BRINKS CO | $0 | 0.00% | 0 | -1,953 | -100.0% | -$20.24万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,183 | -100.0% | -$20.11万 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -19,280 | -100.0% | -$14.56万 | 清仓 |
| WU | WESTERN UN CO | $0 | 0.00% | 0 | -11,811 | -100.0% | -$10.31万 | 清仓 |
| — | EPSILON ENERGY LTD | $0 | 0.00% | 0 | -13,298 | -100.0% | -$8.19万 | 清仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $2.00万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| RZLV | REZOLVE AI PLC | $3.31万 | 0.00% | 10,514 | -9,334 | -47.0% | -$2.94万 | 减仓 |
| ADT | ADT INC DEL | $8.01万 | 0.01% | 12,328 | -1,335 | -9.8% | -$8,678 | 减仓 |
| — | AGENUS INC | $10.21万 | 0.01% | 33,350 | 33,350 | — | $10.21万 | 新建仓 |
| — | CLEANCORE SOLUTIONS INC | $10.81万 | 0.01% | 131,875 | 8,600 | 7.0% | $7,052 | 加仓 |
| — | ROUNDHILL ETF TRUST | $12.19万 | 0.01% | 15,406 | -14,905 | -49.2% | -$11.80万 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $13.70万 | 0.01% | 13,685 | -2,376 | -14.8% | -$2.38万 | 减仓 |
| TALO | TALOS ENERGY INC | $15.37万 | 0.02% | 11,905 | 11,905 | — | $15.37万 | 新建仓 |
| BBLU | EA SERIES TRUST | $17.68万 | 0.02% | 10,712 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $17.77万 | 0.02% | 10,141 | 10,141 | — | $17.77万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $18.30万 | 0.02% | 14,338 | 500 | 3.6% | $6,380 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $18.36万 | 0.02% | 10,584 | -415 | -3.8% | -$7,200 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.08万 | 0.02% | 715 | 715 | — | $20.08万 | 新建仓 |
| XYZ | BLOCK INC | $20.18万 | 0.02% | 2,655 | -677 | -20.3% | -$5.15万 | 重新持有 |
| EMB | ISHARES TR | $20.22万 | 0.02% | 2,096 | -590 | -22.0% | -$5.69万 | 重新持有 |
| HCA | HCA HEALTHCARE INC | $20.28万 | 0.02% | 520 | -308 | -37.2% | -$12.01万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $20.33万 | 0.02% | 1,974 | -525 | -21.0% | -$5.41万 | 减仓 |
| LOW | LOWES COS INC | $20.39万 | 0.02% | 925 | -120 | -11.5% | -$2.65万 | 减仓 |
| APA | APA CORPORATION | $20.59万 | 0.02% | 6,320 | 6,320 | — | $20.59万 | 新建仓 |
| EVR | EVERCORE INC | $20.69万 | 0.02% | 606 | 606 | — | $20.69万 | 新建仓 |
| CMI | CUMMINS INC | $20.70万 | 0.02% | 290 | 290 | — | $20.70万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $20.79万 | 0.02% | 8,338 | -833 | -9.1% | -$2.08万 | 减仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $20.88万 | 0.02% | 9,097 | -1,310 | -12.6% | -$3.01万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $20.92万 | 0.02% | 7,929 | -1,374 | -14.8% | -$3.63万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $21.09万 | 0.02% | 1,444 | 1,444 | — | $21.09万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $21.31万 | 0.02% | 8,040 | -46 | -0.6% | -$1,219 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $21.54万 | 0.02% | 1,303 | 1,303 | — | $21.54万 | 新建仓 |
| EEMV | ISHARES INC | $21.61万 | 0.02% | 2,870 | 2,870 | — | $21.61万 | 新建仓 |
| PCG | PG&E CORP | $21.65万 | 0.02% | 12,870 | -1,585 | -11.0% | -$2.67万 | 减仓 |
| IDCC | INTERDIGITAL INC | $21.72万 | 0.02% | 767 | -45 | -5.5% | -$1.27万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $21.79万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.85万 | 0.02% | 6,665 | -499 | -7.0% | -$1.64万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $21.87万 | 0.02% | 1,011 | 1,011 | — | $21.87万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $21.89万 | 0.02% | 1,564 | 1,564 | — | $21.89万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $21.91万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| IEI | ISHARES TR | $21.95万 | 0.02% | 1,869 | -2,271 | -54.9% | -$26.68万 | 减仓 |
| SLV | ISHARES SILVER TR | $21.99万 | 0.02% | 4,113 | -130 | -3.1% | -$6,951 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.03万 | 0.02% | 1,394 | -147 | -9.5% | -$2.32万 | 重新持有 |
| ITW | ILLINOIS TOOL WKS INC | $22.13万 | 0.02% | 818 | -40 | -4.7% | -$1.08万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $22.14万 | 0.02% | 1,328 | -203 | -13.3% | -$3.38万 | 减仓 |
| CNC | CENTENE CORP DEL | $22.16万 | 0.02% | 3,452 | -1,537 | -30.8% | -$9.87万 | 重新持有 |
| MAS | MASCO CORP | $22.27万 | 0.02% | 2,737 | 2,737 | — | $22.27万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $22.32万 | 0.02% | 1,193 | -307 | -20.5% | -$5.74万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $22.36万 | 0.02% | 13,527 | -1,063 | -7.3% | -$1.76万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $22.37万 | 0.02% | 1,817 | -226 | -11.1% | -$2.78万 | 减仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $22.40万 | 0.02% | 7,001 | -178 | -2.5% | -$5,694 | 减仓 |
| DE | DEERE & CO | $22.44万 | 0.02% | 354 | 354 | — | $22.44万 | 新建仓 |
| PJT | PJT PARTNERS INC | $22.44万 | 0.02% | 1,487 | -101 | -6.4% | -$1.52万 | 减仓 |
| AZN | ASTRAZENECA PLC | $22.48万 | 0.02% | 1,185 | -19 | -1.6% | -$3,604 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $22.49万 | 0.02% | 1,194 | -16 | -1.3% | -$3,013 | 减仓 |
| — | ROUNDHILL ETF TRUST | $22.59万 | 0.02% | 7,638 | -2,467 | -24.4% | -$7.29万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $22.88万 | 0.02% | 25,079 | 2,746 | 12.3% | $2.51万 | 加仓 |
| BYD | BOYD GAMING CORP | $22.89万 | 0.02% | 2,591 | 23 | 0.9% | $2,032 | 加仓 |
| CLX | CLOROX CO DEL | $22.93万 | 0.02% | 2,402 | 2,402 | — | $22.93万 | 新建仓 |
| TER | TERADYNE INC | $22.93万 | 0.02% | 474 | 474 | — | $22.93万 | 新建仓 |
| FOX | FOX CORP | $23.06万 | 0.02% | 4,924 | 19 | 0.4% | $890 | 加仓 |
| HAS | HASBRO INC | $23.23万 | 0.02% | 2,813 | 2,813 | — | $23.23万 | 新建仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $23.32万 | 0.02% | 3,450 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $23.37万 | 0.02% | 3,202 | 9 | 0.3% | $657 | 加仓 |
| IWC | ISHARES TR | $23.46万 | 0.02% | 1,173 | 1,173 | — | $23.46万 | 新建仓 |
| CNA | CNA FINL CORP | $23.56万 | 0.02% | 4,847 | -1 | -0.0% | -$49 | 减仓 |