Claro Advisors Inc.
BOSTON MA · SEC CIK 0001764386
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LQD | ISHARES TR | $50.15万 | 0.06% | 4,601 | 1,397 | 43.6% | $15.23万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.24万 | 0.06% | 8,716 | 326 | 3.9% | $1.88万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $50.40万 | 0.06% | 1,209 | 21 | 1.8% | $8,754 | 加仓 |
| LAZ | LAZARD INC | $50.45万 | 0.06% | 11,875 | -3 | -0.0% | -$127 | 减仓 |
| SPMD | SPDR SERIES TRUST | $50.65万 | 0.06% | 8,553 | 253 | 3.0% | $1.50万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.86万 | 0.06% | 3,853 | 231 | 6.4% | $3.05万 | 加仓 |
| GTLB | GITLAB INC | $50.91万 | 0.06% | 23,528 | 4,399 | 23.0% | $9.52万 | 加仓 |
| LIN | LINDE PLC | $50.99万 | 0.06% | 1,028 | 184 | 21.8% | $9.13万 | 加仓 |
| PSEC | PROSPECT CAP CORP | $51.52万 | 0.06% | 197,405 | 5,000 | 2.6% | $1.31万 | 加仓 |
| QXO | QXO INC | $52.26万 | 0.06% | 26,909 | -16,584 | -38.1% | -$32.21万 | 减仓 |
| SBUX | STARBUCKS CORP | $52.82万 | 0.06% | 5,896 | 150 | 2.6% | $1.34万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.02万 | 0.06% | 13,799 | 1,784 | 14.8% | $6.85万 | 加仓 |
| CAT | CATERPILLAR INC | $53.30万 | 0.06% | 752 | 200 | 36.2% | $14.18万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $53.64万 | 0.06% | 4,521 | 135 | 3.1% | $1.60万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $54.34万 | 0.07% | 6,345 | 2,041 | 47.4% | $17.48万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $54.74万 | 0.07% | 2,590 | 2,590 | — | $54.74万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $55.14万 | 0.07% | 20,161 | -471 | -2.3% | -$1.29万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $55.61万 | 0.07% | 2,298 | 24 | 1.1% | $5,808 | 加仓 |
| SPYM | SPDR SERIES TRUST | $56.19万 | 0.07% | 7,341 | 2,739 | 59.5% | $20.96万 | 加仓 |
| COR | CENCORA INC | $56.27万 | 0.07% | 1,791 | 975 | 119.5% | $30.63万 | 加仓 |
| IVE | ISHARES TR | $56.50万 | 0.07% | 2,676 | -194 | -6.8% | -$4.10万 | 减仓 |
| EPAM | EPAM SYS INC | $56.85万 | 0.07% | 4,199 | 4,199 | — | $56.85万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $57.05万 | 0.07% | 2,908 | 1,428 | 96.5% | $28.01万 | 加仓 |
| PAVE | GLOBAL X FDS | $57.30万 | 0.07% | 11,277 | -440 | -3.8% | -$2.24万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $57.39万 | 0.07% | 2,686 | 432 | 19.2% | $9.23万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.80万 | 0.07% | 2,688 | -57 | -2.1% | -$1.23万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $58.21万 | 0.07% | 8,034 | 1,801 | 28.9% | $13.05万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.45万 | 0.07% | 4,194 | 4,194 | — | $58.45万 | 新建仓 |
| CFA | VICTORY PORTFOLIOS II | $59.33万 | 0.07% | 6,486 | 550 | 9.3% | $5.03万 | 加仓 |
| WM | WASTE MGMT INC DEL | $59.97万 | 0.07% | 2,610 | 233 | 9.8% | $5.35万 | 加仓 |
| SHOP | SHOPIFY INC | $60.17万 | 0.07% | 5,072 | -5 | -0.1% | -$593 | 减仓 |
| OKE | ONEOK INC NEW | $60.24万 | 0.07% | 6,665 | 68 | 1.0% | $6,146 | 加仓 |
| C | CITIGROUP INC | $60.30万 | 0.07% | 5,317 | 572 | 12.1% | $6.49万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $60.51万 | 0.07% | 11,870 | -3,689 | -23.7% | -$18.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $60.69万 | 0.07% | 4,566 | -1,406 | -23.5% | -$18.69万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $60.70万 | 0.07% | 1,691 | 13 | 0.8% | $4,666 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $61.07万 | 0.07% | 3,182 | 3,182 | — | $61.07万 | 新建仓 |
| NBXG | NEUBERGER NEXT GENERATION | $61.39万 | 0.07% | 47,700 | -5,304 | -10.0% | -$6.83万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $61.65万 | 0.07% | 2,038 | 870 | 74.5% | $26.32万 | 加仓 |
| WFC | WELLS FARGO & CO | $62.87万 | 0.08% | 7,897 | 87 | 1.1% | $6,926 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.98万 | 0.08% | 3,096 | 392 | 14.5% | $7.97万 | 加仓 |
| AZZ | AZZ INC | $64.36万 | 0.08% | 5,144 | 1,763 | 52.1% | $22.06万 | 加仓 |
| IJJ | ISHARES TR | $65.04万 | 0.08% | 4,909 | -366 | -6.9% | -$4.85万 | 减仓 |
| ES | EVERSOURCE ENERGY | $66.76万 | 0.08% | 9,637 | -43 | -0.4% | -$2,979 | 减仓 |
| NKE | NIKE INC | $67.09万 | 0.08% | 12,701 | 6,288 | 98.1% | $33.22万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $67.75万 | 0.08% | 32,540 | 6,532 | 25.1% | $13.60万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $68.01万 | 0.08% | 13,411 | 13,411 | — | $68.01万 | 新建仓 |
| MS | MORGAN STANLEY | $68.06万 | 0.08% | 4,135 | 181 | 4.6% | $2.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $68.74万 | 0.08% | 1,484 | 2 | 0.1% | $926 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $68.82万 | 0.08% | 2,005 | -48 | -2.3% | -$1.65万 | 减仓 |
| CRM | SALESFORCE INC | $69.98万 | 0.08% | 3,749 | 887 | 31.0% | $16.56万 | 加仓 |
| NEM | NEWMONT CORP | $71.28万 | 0.09% | 6,585 | 3,344 | 103.2% | $36.20万 | 加仓 |
| EMXC | ISHARES INC | $71.69万 | 0.09% | 9,114 | -3,553 | -28.0% | -$27.95万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $71.71万 | 0.09% | 1,606 | -99 | -5.8% | -$4.42万 | 减仓 |
| IVW | ISHARES TR | $71.96万 | 0.09% | 6,362 | -232 | -3.5% | -$2.62万 | 减仓 |
| ADI | ANALOG DEVICES INC | $72.08万 | 0.09% | 2,266 | 24 | 1.1% | $7,634 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $72.12万 | 0.09% | 8,462 | -1,454 | -14.7% | -$12.39万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.53万 | 0.09% | 2,146 | 230 | 12.0% | $7.77万 | 加仓 |
| IWB | ISHARES TR | $73.13万 | 0.09% | 2,051 | 602 | 41.5% | $21.46万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $74.49万 | 0.09% | 38,143 | -20,726 | -35.2% | -$40.48万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $75.14万 | 0.09% | 1,504 | 283 | 23.2% | $14.14万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $75.72万 | 0.09% | 10,527 | 672 | 6.8% | $4.83万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $79.21万 | 0.10% | 15,691 | 35 | 0.2% | $1,767 | 加仓 |
| COWZ | PACER FDS TR | $79.53万 | 0.10% | 12,712 | -31 | -0.2% | -$1,939 | 减仓 |
| IYH | ISHARES TR | $79.76万 | 0.10% | 12,940 | 609 | 4.9% | $3.75万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $80.08万 | 0.10% | 24,048 | -261 | -1.1% | -$8,691 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $80.70万 | 0.10% | 37,325 | -1,593 | -4.1% | -$3.44万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $81.83万 | 0.10% | 54,554 | -8,094 | -12.9% | -$12.14万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $82.81万 | 0.10% | 16,373 | -3,191 | -16.3% | -$16.14万 | 减仓 |
| SRE | SEMPRA | $83.34万 | 0.10% | 8,577 | 45 | 0.5% | $4,373 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $83.99万 | 0.10% | 11,406 | 3,296 | 40.6% | $24.27万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $84.52万 | 0.10% | 18,083 | -175 | -1.0% | -$8,180 | 减仓 |
| NVO | NOVO-NORDISK A S | $85.28万 | 0.10% | 23,201 | 2,282 | 10.9% | $8.39万 | 加仓 |
| SPYI | NEOS ETF TRUST | $85.92万 | 0.10% | 17,403 | 203 | 1.2% | $1.00万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $87.04万 | 0.10% | 33,945 | 575 | 1.7% | $1.47万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $87.12万 | 0.10% | 5,269 | -316 | -5.7% | -$5.22万 | 减仓 |
| GEV | GE VERNOVA INC | $87.23万 | 0.11% | 999 | 79 | 8.6% | $6.90万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $87.86万 | 0.11% | 37,837 | -1,076 | -2.8% | -$2.50万 | 减仓 |
| BA | BOEING CO | $89.20万 | 0.11% | 4,482 | 430 | 10.6% | $8.56万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $89.86万 | 0.11% | 26,609 | -1,380 | -4.9% | -$4.66万 | 减仓 |
| IJR | ISHARES TR | $91.12万 | 0.11% | 7,330 | -5 | -0.1% | -$622 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $91.60万 | 0.11% | 29,740 | 2,799 | 10.4% | $8.62万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $91.80万 | 0.11% | 7,157 | 18 | 0.3% | $2,309 | 加仓 |
| BOXX | EA SERIES TRUST | $91.84万 | 0.11% | 7,897 | 2,823 | 55.6% | $32.83万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $93.57万 | 0.11% | 48,861 | 4,217 | 9.4% | $8.08万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $94.41万 | 0.11% | 15,208 | 2,692 | 21.5% | $16.71万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $94.80万 | 0.11% | 31,612 | -16,449 | -34.2% | -$49.33万 | 减仓 |
| TLT | ISHARES TR | $96.08万 | 0.12% | 11,083 | -2,813 | -20.2% | -$24.39万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $96.09万 | 0.12% | 20,939 | 2,584 | 14.1% | $11.86万 | 加仓 |
| SO | SOUTHERN CO | $96.54万 | 0.12% | 10,002 | -228 | -2.2% | -$2.20万 | 减仓 |
| GLW | CORNING INC | $98.00万 | 0.12% | 7,207 | -39 | -0.5% | -$5,303 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $99.56万 | 0.12% | 28,115 | -89 | -0.3% | -$3,152 | 减仓 |
| SHYG | ISHARES TR | $100.80万 | 0.12% | 23,825 | 1,390 | 6.2% | $5.88万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.90万 | 0.12% | 11,011 | -344 | -3.0% | -$3.15万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $102.18万 | 0.12% | 61,517 | 11,313 | 22.5% | $18.79万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $102.60万 | 0.12% | 2,628 | 2 | 0.1% | $781 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $103.55万 | 0.12% | 20,973 | 1,976 | 10.4% | $9.76万 | 加仓 |
| T | AT&T INC | $105.30万 | 0.13% | 36,324 | 11,088 | 43.9% | $32.14万 | 加仓 |
| MET | METLIFE INC | $105.78万 | 0.13% | 14,957 | 1,840 | 14.0% | $13.01万 | 加仓 |
| IJS | ISHARES TR | $106.58万 | 0.13% | 8,998 | 187 | 2.1% | $2.22万 | 加仓 |