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 |
|---|---|---|---|---|---|---|---|---|
| TQQQ | PROSHARES TR | $33.73万 | 0.04% | 4,164 | 4,164 | — | $33.73万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $33.79万 | 0.04% | 5,498 | 161 | 3.0% | $9,894 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $33.86万 | 0.04% | 2,573 | 73 | 2.9% | $9,608 | 加仓 |
| NTCT | NETSCOUT SYS INC | $33.94万 | 0.04% | 7,793 | 45 | 0.6% | $1,960 | 加仓 |
| MTG | MGIC INVT CORP WIS | $34.00万 | 0.04% | 12,056 | 27 | 0.2% | $761 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $34.09万 | 0.04% | 9,217 | -340 | -3.6% | -$1.26万 | 减仓 |
| APP | APPLOVIN CORP | $34.16万 | 0.04% | 663 | 1 | 0.2% | $515 | 加仓 |
| NXH | BED BATH & BEYOND INC | $34.32万 | 0.04% | 59,278 | 8,877 | 17.6% | $5.14万 | 加仓 |
| L | LOEWS CORP | $34.40万 | 0.04% | 3,039 | 25 | 0.8% | $2,830 | 加仓 |
| CINF | CINCINNATI FINL CORP | $34.89万 | 0.04% | 1,884 | 68 | 3.7% | $1.26万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $34.90万 | 0.04% | 3,636 | -44 | -1.2% | -$4,223 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $35.21万 | 0.04% | 910 | 2 | 0.2% | $774 | 加仓 |
| EIX | EDISON INTL | $35.28万 | 0.04% | 4,739 | -55 | -1.1% | -$4,095 | 减仓 |
| ACWX | ISHARES TR | $35.29万 | 0.04% | 4,636 | -26 | -0.6% | -$1,979 | 减仓 |
| ITM | VANECK ETF TRUST | $35.59万 | 0.04% | 7,574 | 7,574 | — | $35.59万 | 新建仓 |
| LAUR | LAUREATE ED INC | $35.66万 | 0.04% | 9,817 | -202 | -2.0% | -$7,337 | 减仓 |
| SSO | PROSHARES TR | $36.04万 | 0.04% | 5,349 | 40 | 0.8% | $2,695 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $36.06万 | 0.04% | 14,717 | -150 | -1.0% | -$3,675 | 减仓 |
| ENVX | ENOVIX CORPORATION | $36.13万 | 0.04% | 59,525 | -1,250 | -2.1% | -$7,588 | 减仓 |
| GEL | GENESIS ENERGY L P | $36.13万 | 0.04% | 25,500 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $36.18万 | 0.04% | 1,923 | 1 | 0.1% | $188 | 加仓 |
| SYSB | ISHARES TR | $36.28万 | 0.04% | 4,090 | 341 | 9.1% | $3.03万 | 加仓 |
| VO | VANGUARD INDEX FDS | $36.43万 | 0.04% | 4,522 | -442 | -8.9% | -$3.56万 | 减仓 |
| MMM | 3M CO | $36.51万 | 0.04% | 2,255 | 239 | 11.9% | $3.87万 | 加仓 |
| — | KRANESHARES TRUST | $36.54万 | 0.04% | 13,278 | 13,278 | — | $36.54万 | 新建仓 |
| ACWI | ISHARES TR | $36.73万 | 0.04% | 2,340 | -6 | -0.3% | -$942 | 减仓 |
| EOG | EOG RES INC | $36.76万 | 0.04% | 2,833 | 764 | 36.9% | $9.91万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $36.78万 | 0.04% | 3,916 | -25 | -0.6% | -$2,348 | 减仓 |
| XEL | XCEL ENERGY INC | $36.79万 | 0.04% | 4,581 | -13 | -0.3% | -$1,044 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $36.80万 | 0.04% | 27,649 | 15,863 | 134.6% | $21.11万 | 加仓 |
| NVS | NOVARTIS AG | $37.08万 | 0.04% | 2,366 | 75 | 3.3% | $1.18万 | 加仓 |
| IYW | ISHARES TR | $37.10万 | 0.04% | 1,471 | -41 | -2.7% | -$1.03万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $37.21万 | 0.04% | 3,859 | -166 | -4.1% | -$1.60万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $37.57万 | 0.04% | 1,261 | 1,261 | — | $37.57万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $37.70万 | 0.04% | 3,536 | 33 | 0.9% | $3,518 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.06万 | 0.04% | 957 | 129 | 15.6% | $5.13万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $38.31万 | 0.04% | 707 | -9 | -1.3% | -$4,876 | 减仓 |
| UNP | UNION PAC CORP | $38.41万 | 0.04% | 1,412 | 74 | 5.5% | $2.01万 | 加仓 |
| USFD | US FOODS HLDG CORP | $38.56万 | 0.04% | 3,771 | 8 | 0.2% | $818 | 加仓 |
| FTNT | FORTINET INC | $38.73万 | 0.04% | 2,521 | 2,521 | — | $38.73万 | 新建仓 |
| BX | BLACKSTONE INC | $38.82万 | 0.04% | 3,299 | 145 | 4.6% | $1.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $39.18万 | 0.04% | 782 | -6 | -0.8% | -$3,006 | 减仓 |
| DDOG | DATADOG INC | $39.18万 | 0.04% | 1,505 | 7 | 0.5% | $1,823 | 重新持有 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $39.57万 | 0.04% | 4,391 | 4,391 | — | $39.57万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $39.69万 | 0.04% | 3,994 | 261 | 7.0% | $2.59万 | 加仓 |
| GL | GLOBE LIFE INC | $39.99万 | 0.04% | 2,238 | 18 | 0.8% | $3,216 | 加仓 |
| MLI | MUELLER INDS INC | $40.05万 | 0.04% | 3,258 | -94 | -2.8% | -$1.16万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $40.06万 | 0.04% | 1,616 | 1,616 | — | $40.06万 | 新建仓 |
| — | CALAMOS ETF TR | $40.55万 | 0.04% | 14,795 | -100 | -0.7% | -$2,741 | 减仓 |
| COP | CONOCOPHILLIPS | $40.62万 | 0.04% | 3,907 | 54 | 1.4% | $5,614 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $40.63万 | 0.04% | 50,100 | 16,249 | 48.0% | $13.18万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $40.65万 | 0.04% | 578 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $40.71万 | 0.04% | 8,367 | 657 | 8.5% | $3.20万 | 加仓 |
| ROST | ROSS STORES INC | $40.75万 | 0.04% | 1,914 | 78 | 4.2% | $1.66万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $40.80万 | 0.04% | 417 | 18 | 4.5% | $1.76万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $40.82万 | 0.04% | 2,403 | -518 | -17.7% | -$8.80万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $41.12万 | 0.04% | 9,022 | 9,022 | — | $41.12万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $41.56万 | 0.04% | 9,084 | -496 | -5.2% | -$2.27万 | 减仓 |
| IWL | ISHARES TR | $41.65万 | 0.04% | 2,252 | 396 | 21.3% | $7.32万 | 加仓 |
| RSST | TIDAL TRUST II | $41.90万 | 0.04% | 12,816 | 641 | 5.3% | $2.10万 | 加仓 |
| QXO | QXO INC | $41.91万 | 0.04% | 24,256 | -2,653 | -9.9% | -$4.58万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $42.09万 | 0.04% | 17,435 | 17,435 | — | $42.09万 | 新建仓 |
| — | CALAMOS ETF TR | $42.11万 | 0.04% | 15,776 | -610 | -3.7% | -$1.63万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $42.19万 | 0.04% | 5,752 | 616 | 12.0% | $4.52万 | 加仓 |
| IXUS | ISHARES TR | $42.45万 | 0.04% | 4,448 | 1,218 | 37.7% | $11.62万 | 加仓 |
| — | ELECTRONIC ARTS INC | $42.62万 | 0.04% | 2,078 | -19 | -0.9% | -$3,896 | 减仓 |
| NEE | NEXTERA ENERGY INC | $42.62万 | 0.04% | 4,855 | 375 | 8.4% | $3.29万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $42.98万 | 0.05% | 4,737 | -357 | -7.0% | -$3.24万 | 减仓 |
| PGR | PROGRESSIVE CORP | $43.47万 | 0.05% | 1,990 | 22 | 1.1% | $4,806 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $43.76万 | 0.05% | 13,144 | -655 | -4.7% | -$2.18万 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $43.92万 | 0.05% | 17,500 | 0 | 0.0% | — | 不变 |
| UFOX | ETF SER SOLUTIONS | $44.08万 | 0.05% | 4,639 | -56 | -1.2% | -$5,322 | 减仓 |
| MO | ALTRIA GROUP INC | $44.17万 | 0.05% | 6,138 | 290 | 5.0% | $2.09万 | 加仓 |
| BWA | BORGWARNER INC | $44.34万 | 0.05% | 6,677 | -17 | -0.3% | -$1,129 | 减仓 |
| WRB | BERKLEY W R CORP | $44.36万 | 0.05% | 6,289 | 218 | 3.6% | $1.54万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $44.36万 | 0.05% | 8,210 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $44.42万 | 0.05% | 8,164 | -433 | -5.0% | -$2.36万 | 减仓 |
| COKE | COCA COLA CONS INC | $44.47万 | 0.05% | 2,329 | 9 | 0.4% | $1,718 | 加仓 |
| PSEC | PROSPECT CAP CORP | $44.51万 | 0.05% | 192,700 | -4,705 | -2.4% | -$1.09万 | 减仓 |
| COR | CENCORA INC | $44.63万 | 0.05% | 1,577 | -214 | -11.9% | -$6.06万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $44.63万 | 0.05% | 8,965 | 1,002 | 12.6% | $4.99万 | 加仓 |
| ADSK | AUTODESK INC | $44.64万 | 0.05% | 2,296 | 819 | 55.5% | $15.92万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $44.65万 | 0.05% | 7,099 | 204 | 3.0% | $1.28万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $44.69万 | 0.05% | 1,568 | -1,009 | -39.2% | -$28.76万 | 减仓 |
| BFLX | BLACKROCK ETF TRUST | $44.81万 | 0.05% | 17,493 | 17,493 | — | $44.81万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $45.50万 | 0.05% | 23,194 | -380 | -1.6% | -$7,454 | 减仓 |
| ARM | ARM HOLDINGS PLC | $45.70万 | 0.05% | 1,289 | 1,289 | — | $45.70万 | 新建仓 |
| IUSV | ISHARES TR | $46.47万 | 0.05% | 4,219 | -126 | -2.9% | -$1.39万 | 减仓 |
| — | EXXON MOBIL CORP | $46.55万 | 0.05% | 3,405 | -39,929 | -92.1% | -$545.93万 | 减仓 |
| AGG | ISHARES TR | $46.67万 | 0.05% | 4,715 | 1,056 | 28.9% | $10.45万 | 加仓 |
| URI | UNITED RENTALS INC | $47.02万 | 0.05% | 415 | 1 | 0.2% | $1,133 | 加仓 |
| VXUS | VANGUARD STAR FDS | $47.02万 | 0.05% | 5,501 | 60 | 1.1% | $5,129 | 加仓 |
| LQD | ISHARES TR | $47.11万 | 0.05% | 4,319 | -282 | -6.1% | -$3.08万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $47.24万 | 0.05% | 3,564 | 571 | 19.1% | $7.57万 | 加仓 |
| NKE | NIKE INC | $47.42万 | 0.05% | 11,551 | -1,150 | -9.1% | -$4.72万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $47.61万 | 0.05% | 5,160 | -109 | -2.1% | -$1.01万 | 减仓 |
| INCY | INCYTE CORP | $47.75万 | 0.05% | 4,212 | 59 | 1.4% | $6,688 | 加仓 |
| EES | WISDOMTREE TR | $47.90万 | 0.05% | 7,066 | 12 | 0.2% | $813 | 加仓 |
| MBB | ISHARES TR | $48.12万 | 0.05% | 5,091 | 820 | 19.2% | $7.75万 | 加仓 |
| ADBE | ADOBE INC | $48.45万 | 0.05% | 2,363 | 606 | 34.5% | $12.42万 | 加仓 |