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 |
|---|---|---|---|---|---|---|---|---|
| DAL | DELTA AIR LINES INC | $23.60万 | 0.02% | 2,520 | 2,520 | — | $23.60万 | 新建仓 |
| — | BONDBLOXX ETF TRUST | $23.69万 | 0.02% | 4,693 | 489 | 11.6% | $2.47万 | 加仓 |
| TRGP | TARGA RES CORP | $23.73万 | 0.02% | 885 | -74 | -7.7% | -$1.98万 | 减仓 |
| TGT | TARGET CORP | $23.92万 | 0.03% | 1,831 | 24 | 1.3% | $3,135 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $23.96万 | 0.03% | 3,150 | 119 | 3.9% | $9,051 | 加仓 |
| ICSH | ISHARES TR | $23.99万 | 0.03% | 4,743 | 42 | 0.9% | $2,125 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $24.00万 | 0.03% | 1,716 | 2 | 0.1% | $280 | 加仓 |
| CVSA | COVISTA INC | $24.30万 | 0.03% | 1,949 | 59 | 3.1% | $7,355 | 加仓 |
| WAB | WABTEC | $24.36万 | 0.03% | 903 | -16 | -1.7% | -$4,316 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $24.46万 | 0.03% | 7,026 | -502 | -6.7% | -$1.75万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $24.50万 | 0.03% | 887 | 887 | — | $24.50万 | 新建仓 |
| HCI | HCI GROUP INC | $24.59万 | 0.03% | 1,403 | -45 | -3.1% | -$7,886 | 减仓 |
| DINO | HF SINCLAIR CORP | $24.62万 | 0.03% | 3,534 | 3,534 | — | $24.62万 | 新建仓 |
| UNM | UNUM GROUP | $24.68万 | 0.03% | 2,760 | -236 | -7.9% | -$2.11万 | 减仓 |
| — | ISHARES TR | $24.84万 | 0.03% | 9,375 | 9,375 | — | $24.84万 | 新建仓 |
| SEIC | SEI INVTS CO | $24.90万 | 0.03% | 2,839 | -186 | -6.1% | -$1.63万 | 减仓 |
| KR | KROGER CO | $24.91万 | 0.03% | 4,485 | 238 | 5.6% | $1.32万 | 加仓 |
| SYY | SYSCO CORP | $24.97万 | 0.03% | 2,988 | 37 | 1.3% | $3,092 | 加仓 |
| EME | EMCOR GROUP INC | $25.15万 | 0.03% | 303 | -235 | -43.7% | -$19.50万 | 减仓 |
| MOAT | VANECK ETF TRUST | $25.38万 | 0.03% | 2,441 | -1,500 | -38.1% | -$15.59万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $25.45万 | 0.03% | 7,952 | 11 | 0.1% | $352 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $25.53万 | 0.03% | 6,725 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $25.67万 | 0.03% | 6,102 | 6,102 | — | $25.67万 | 新建仓 |
| NDAQ | NASDAQ INC | $25.85万 | 0.03% | 3,279 | -29 | -0.9% | -$2,286 | 减仓 |
| PSX | PHILLIPS 66 | $25.88万 | 0.03% | 1,531 | 73 | 5.0% | $1.23万 | 加仓 |
| STT | STATE STR CORP | $25.90万 | 0.03% | 1,527 | 1,527 | — | $25.90万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $25.93万 | 0.03% | 3,394 | 286 | 9.2% | $2.18万 | 加仓 |
| EFAV | ISHARES TR | $26.01万 | 0.03% | 2,965 | 21 | 0.7% | $1,842 | 加仓 |
| IDXX | IDEXX LABS INC | $26.01万 | 0.03% | 494 | -4 | -0.8% | -$2,106 | 减仓 |
| PAYX | PAYCHEX INC | $26.10万 | 0.03% | 2,654 | -917 | -25.7% | -$9.02万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $26.26万 | 0.03% | 5,085 | 35 | 0.7% | $1,808 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $26.30万 | 0.03% | 2,242 | 2,242 | — | $26.30万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $26.36万 | 0.03% | 21,747 | -19,000 | -46.6% | -$23.03万 | 减仓 |
| DHI | D R HORTON INC | $26.49万 | 0.03% | 1,626 | -54 | -3.2% | -$8,797 | 减仓 |
| MPC | MARATHON PETE CORP | $26.52万 | 0.03% | 1,037 | 139 | 15.5% | $3.56万 | 加仓 |
| VMI | VALMONT INDS INC | $26.57万 | 0.03% | 460 | 460 | — | $26.57万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $26.59万 | 0.03% | 5,208 | -663 | -11.3% | -$3.38万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $26.67万 | 0.03% | 3,407 | -165 | -4.6% | -$1.29万 | 减仓 |
| FOXA | FOX CORP | $26.68万 | 0.03% | 5,114 | 67 | 1.3% | $3,495 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.79万 | 0.03% | 7,470 | -540 | -6.7% | -$1.94万 | 减仓 |
| TTC | TORO CO | $26.98万 | 0.03% | 2,769 | -269 | -8.9% | -$2.62万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $27.14万 | 0.03% | 5,755 | 336 | 6.2% | $1.58万 | 加仓 |
| ECL | ECOLAB INC | $27.20万 | 0.03% | 976 | -54 | -5.2% | -$1.51万 | 减仓 |
| IEUR | ISHARES TR | $27.21万 | 0.03% | 3,619 | -2,248 | -38.3% | -$16.90万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $27.25万 | 0.03% | 6,594 | 6,594 | — | $27.25万 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $27.41万 | 0.03% | 1,387 | -50 | -3.5% | -$9,880 | 减仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $27.42万 | 0.03% | 10,827 | 10,827 | — | $27.42万 | 新建仓 |
| NOW | SERVICENOW INC | $27.58万 | 0.03% | 2,778 | -896 | -24.4% | -$8.90万 | 减仓 |
| EFA | ISHARES TR | $27.62万 | 0.03% | 2,659 | -639 | -19.4% | -$6.64万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $27.69万 | 0.03% | 1,693 | 310 | 22.4% | $5.07万 | 加仓 |
| NU | NU HLDGS LTD | $28.34万 | 0.03% | 21,214 | 199 | 0.9% | $2,659 | 加仓 |
| ILMN | ILLUMINA INC | $28.34万 | 0.03% | 1,612 | -74 | -4.4% | -$1.30万 | 重新持有 |
| ARKQ | ARK ETF TR | $28.41万 | 0.03% | 2,148 | -30 | -1.4% | -$3,967 | 减仓 |
| ASML | ASML HLDG NV | $28.85万 | 0.03% | 145 | 145 | — | $28.85万 | 新建仓 |
| CME | CME GROUP INC | $28.92万 | 0.03% | 1,310 | -15 | -1.1% | -$3,311 | 减仓 |
| MUSA | MURPHY USA INC | $28.99万 | 0.03% | 538 | 111 | 26.0% | $5.98万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $29.23万 | 0.03% | 5,807 | -1,697 | -22.6% | -$8.54万 | 减仓 |
| — | CALAMOS ETF TR | $29.28万 | 0.03% | 10,417 | -53 | -0.5% | -$1,490 | 减仓 |
| PWR | QUANTA SVCS INC | $29.28万 | 0.03% | 407 | -2 | -0.5% | -$1,439 | 减仓 |
| SPTL | SPDR SERIES TRUST | $29.32万 | 0.03% | 11,177 | 11,177 | — | $29.32万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $29.51万 | 0.03% | 19,632 | 5,945 | 43.4% | $8.94万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $29.67万 | 0.03% | 647 | 79 | 13.9% | $3.62万 | 加仓 |
| FAST | FASTENAL CO | $29.70万 | 0.03% | 6,183 | 82 | 1.3% | $3,938 | 加仓 |
| ORI | OLD REP INTL CORP | $29.71万 | 0.03% | 7,260 | -813 | -10.1% | -$3.33万 | 减仓 |
| YOU | CLEAR SECURE INC | $29.75万 | 0.03% | 5,339 | -37 | -0.7% | -$2,062 | 减仓 |
| SHY | ISHARES TR | $29.95万 | 0.03% | 3,647 | 3,647 | — | $29.95万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $30.18万 | 0.03% | 4,312 | -221 | -4.9% | -$1.55万 | 减仓 |
| MDT | MEDTRONIC PLC | $30.36万 | 0.03% | 3,880 | 513 | 15.2% | $4.01万 | 加仓 |
| EBAY | EBAY INC. | $30.47万 | 0.03% | 2,727 | -45 | -1.6% | -$5,029 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $30.48万 | 0.03% | 1,520 | 364 | 31.5% | $7.30万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $30.54万 | 0.03% | 7,473 | 45 | 0.6% | $1,839 | 加仓 |
| CF | CF INDUSTRIES HOLD | $30.59万 | 0.03% | 2,825 | 150 | 5.6% | $1.62万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $30.73万 | 0.03% | 1,372 | 555 | 67.9% | $12.43万 | 重新持有 |
| TD | TORONTO DOMINION BK ONT | $30.73万 | 0.03% | 2,531 | -26,597 | -91.3% | -$322.97万 | 减仓 |
| FHI | FEDERATED HERMES INC | $30.76万 | 0.03% | 5,570 | 10 | 0.2% | $552 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $30.86万 | 0.03% | 483 | -294 | -37.8% | -$18.78万 | 减仓 |
| AIZ | ASSURANT INC | $30.88万 | 0.03% | 1,150 | 32 | 2.9% | $8,593 | 加仓 |
| SUB | ISHARES TR | $31.09万 | 0.03% | 2,920 | 2,920 | — | $31.09万 | 新建仓 |
| QQQI | NEOS ETF TRUST | $31.28万 | 0.03% | 5,509 | 32 | 0.6% | $1,817 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $31.33万 | 0.03% | 502 | -66 | -11.6% | -$4.12万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $31.60万 | 0.03% | 2,939 | -1,804 | -38.0% | -$19.39万 | 减仓 |
| DG | DOLLAR GEN CORP | $31.61万 | 0.03% | 2,746 | -146 | -5.0% | -$1.68万 | 减仓 |
| DLTR | DOLLAR TREE INC | $31.69万 | 0.03% | 2,620 | -96 | -3.5% | -$1.16万 | 减仓 |
| EPAM | EPAM SYS INC | $31.76万 | 0.03% | 4,002 | -197 | -4.7% | -$1.56万 | 减仓 |
| CCK | CROWN HLDGS INC | $31.80万 | 0.03% | 2,844 | -133 | -4.5% | -$1.49万 | 减仓 |
| MPLX | MPLX LP | $31.84万 | 0.03% | 5,653 | 400 | 7.6% | $2.25万 | 加仓 |
| FTDR | FRONTDOOR INC | $32.12万 | 0.03% | 4,140 | -272 | -6.2% | -$2.11万 | 减仓 |
| AOM | ISHARES TR | $32.18万 | 0.03% | 6,450 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $32.28万 | 0.03% | 1,083 | 1,083 | — | $32.28万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $32.37万 | 0.03% | 3,653 | 128 | 3.6% | $1.13万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $32.38万 | 0.03% | 3,568 | -877 | -19.7% | -$7.96万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $32.58万 | 0.03% | 1,273 | -25 | -1.9% | -$6,397 | 减仓 |
| SNDK | SANDISK CORP | $32.74万 | 0.03% | 144 | 144 | — | $32.74万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $32.85万 | 0.03% | 34,327 | -6,761 | -16.5% | -$6.47万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $32.86万 | 0.03% | 13,385 | -2,280 | -14.6% | -$5.60万 | 减仓 |
| AFL | AFLAC INC | $33.05万 | 0.03% | 2,819 | -1 | -0.0% | -$117 | 减仓 |
| ENVA | ENOVA INTL INC | $33.22万 | 0.03% | 1,380 | -100 | -6.8% | -$2.41万 | 减仓 |
| FIX | COMFORT SYS USA INC | $33.49万 | 0.04% | 169 | -16 | -8.6% | -$3.17万 | 减仓 |
| APH | AMPHENOL CORP | $33.50万 | 0.04% | 1,900 | -16 | -0.8% | -$2,821 | 减仓 |
| SNOW | SNOWFLAKE INC | $33.65万 | 0.04% | 1,322 | -12 | -0.9% | -$3,054 | 减仓 |