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 |
|---|---|---|---|---|---|---|---|---|
| TFI | SPDR SERIES TRUST | $48.98万 | 0.05% | 10,695 | 10,695 | — | $48.98万 | 新建仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $49.23万 | 0.05% | 5,878 | -509 | -8.0% | -$4.26万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $49.25万 | 0.05% | 510 | 510 | — | $49.25万 | 新建仓 |
| GM | GENERAL MTRS CO | $49.67万 | 0.05% | 6,444 | 197 | 3.2% | $1.52万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $49.87万 | 0.05% | 9,631 | -101 | -1.0% | -$5,230 | 减仓 |
| LAZ | LAZARD INC | $50.12万 | 0.05% | 11,951 | 76 | 0.6% | $3,187 | 加仓 |
| VLO | VALERO ENERGY CORP | $50.72万 | 0.05% | 1,947 | 511 | 35.6% | $13.31万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.94万 | 0.05% | 8,807 | 91 | 1.0% | $5,264 | 加仓 |
| SHOP | SHOPIFY INC | $51.65万 | 0.05% | 4,523 | -549 | -10.8% | -$6.27万 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $51.79万 | 0.05% | 2,384 | 2,384 | — | $51.79万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $51.96万 | 0.05% | 1,511 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $52.60万 | 0.06% | 4,163 | -31 | -0.7% | -$3,917 | 减仓 |
| VTV | VANGUARD INDEX FDS | $53.20万 | 0.06% | 2,441 | -467 | -16.1% | -$10.18万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $53.34万 | 0.06% | 3,273 | 32 | 1.0% | $5,215 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $54.08万 | 0.06% | 4,707 | 210 | 4.7% | $2.41万 | 加仓 |
| DGRW | WISDOMTREE TR | $54.11万 | 0.06% | 5,659 | -14 | -0.2% | -$1,339 | 减仓 |
| VXF | VANGUARD INDEX FDS | $54.29万 | 0.06% | 2,205 | -96 | -4.2% | -$2.36万 | 减仓 |
| LIN | LINDE PLC | $55.06万 | 0.06% | 1,061 | 33 | 3.2% | $1.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $55.82万 | 0.06% | 2,623 | -559 | -17.6% | -$11.90万 | 减仓 |
| NEM | NEWMONT CORP | $56.04万 | 0.06% | 6,000 | -585 | -8.9% | -$5.46万 | 减仓 |
| IJJ | ISHARES TR | $56.18万 | 0.06% | 3,803 | -1,106 | -22.5% | -$16.34万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $56.42万 | 0.06% | 8,352 | -201 | -2.4% | -$1.36万 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $56.63万 | 0.06% | 34,241 | -13,459 | -28.2% | -$22.26万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $56.73万 | 0.06% | 561 | 18 | 3.3% | $1.82万 | 加仓 |
| IEF | ISHARES TR | $57.14万 | 0.06% | 6,041 | 6,041 | — | $57.14万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $57.23万 | 0.06% | 19,971 | -190 | -0.9% | -$5,445 | 减仓 |
| SPSM | SPDR SERIES TRUST | $57.58万 | 0.06% | 9,985 | -206 | -2.0% | -$1.19万 | 减仓 |
| ALL | ALLSTATE CORP | $57.80万 | 0.06% | 2,429 | 158 | 7.0% | $3.76万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $57.80万 | 0.06% | 11,334 | -536 | -4.5% | -$2.73万 | 减仓 |
| IGM | ISHARES TR | $57.99万 | 0.06% | 3,545 | 210 | 6.3% | $3.44万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $58.13万 | 0.06% | 2,361 | 79 | 3.5% | $1.95万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $58.24万 | 0.06% | 1,740 | 1,740 | — | $58.24万 | 新建仓 |
| CRM | SALESFORCE INC | $58.93万 | 0.06% | 3,762 | 13 | 0.3% | $2,036 | 加仓 |
| OKE | ONEOK INC NEW | $59.02万 | 0.06% | 6,789 | 124 | 1.9% | $1.08万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $60.01万 | 0.06% | 25,638 | 4,288 | 20.1% | $10.04万 | 加仓 |
| FDX | FEDEX CORP | $60.13万 | 0.06% | 1,921 | 1,044 | 119.0% | $32.68万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $60.52万 | 0.06% | 2,547 | -43 | -1.7% | -$1.02万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $60.68万 | 0.06% | 1,235 | 26 | 2.2% | $1.28万 | 加仓 |
| IVE | ISHARES TR | $60.78万 | 0.06% | 2,677 | 1 | 0.0% | $227 | 加仓 |
| WM | WASTE MGMT INC DEL | $60.91万 | 0.06% | 2,733 | 123 | 4.7% | $2.74万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $60.92万 | 0.06% | 2,574 | -114 | -4.2% | -$2.70万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $60.98万 | 0.06% | 54,059 | -495 | -0.9% | -$5,584 | 减仓 |
| — | NEOS ETF TRUST | $62.19万 | 0.07% | 13,596 | 13,596 | — | $62.19万 | 新建仓 |
| QCOM | QUALCOMM INC | $62.89万 | 0.07% | 3,403 | 206 | 6.4% | $3.81万 | 加仓 |
| — | CALAMOS ETF TR | $63.14万 | 0.07% | 23,516 | 11,929 | 103.0% | $32.03万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $63.38万 | 0.07% | 7,054 | 1,418 | 25.2% | $12.74万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $63.39万 | 0.07% | 24,437 | 9,613 | 64.8% | $24.94万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $63.79万 | 0.07% | 4,411 | -110 | -2.4% | -$1.59万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $64.24万 | 0.07% | 7,310 | -31 | -0.4% | -$2,724 | 减仓 |
| SYK | STRYKER CORPORATION | $65.33万 | 0.07% | 2,075 | 605 | 41.2% | $19.05万 | 加仓 |
| GTLB | GITLAB INC | $65.49万 | 0.07% | 21,451 | -2,077 | -8.8% | -$6.34万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $65.96万 | 0.07% | 11,085 | -4,606 | -29.4% | -$27.41万 | 减仓 |
| CFA | VICTORY PORTFOLIOS II | $66.25万 | 0.07% | 6,706 | 220 | 3.4% | $2.17万 | 加仓 |
| PAVE | GLOBAL X FDS | $66.42万 | 0.07% | 11,272 | -5 | -0.0% | -$295 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $66.44万 | 0.07% | 13,185 | 3,351 | 34.1% | $16.89万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $66.64万 | 0.07% | 1,881 | -124 | -6.2% | -$4.39万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $67.96万 | 0.07% | 2,331 | 33 | 1.4% | $9,622 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $68.17万 | 0.07% | 13,497 | 86 | 0.6% | $4,343 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $68.61万 | 0.07% | 27,345 | 5,734 | 26.5% | $14.39万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $68.75万 | 0.07% | 22,460 | 7,985 | 55.2% | $24.44万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $70.15万 | 0.07% | 35,930 | -2,213 | -5.8% | -$4.32万 | 减仓 |
| COWZ | PACER FDS TR | $70.95万 | 0.07% | 11,407 | -1,305 | -10.3% | -$8.12万 | 减仓 |
| TLT | ISHARES TR | $71.16万 | 0.07% | 8,235 | -2,848 | -25.7% | -$24.61万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $71.32万 | 0.07% | 9,715 | -1,691 | -14.8% | -$12.41万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $71.77万 | 0.08% | 1,445 | -161 | -10.0% | -$8.00万 | 减仓 |
| C | CITIGROUP INC | $75.15万 | 0.08% | 5,369 | 52 | 1.0% | $7,278 | 加仓 |
| T | AT&T INC | $75.36万 | 0.08% | 36,407 | 83 | 0.2% | $1,718 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $76.43万 | 0.08% | 4,012 | -554 | -12.1% | -$10.55万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $76.89万 | 0.08% | 7,999 | -35 | -0.4% | -$3,364 | 减仓 |
| ES | EVERSOURCE ENERGY | $77.05万 | 0.08% | 10,661 | 1,024 | 10.6% | $7.40万 | 加仓 |
| XAR | SPDR SERIES TRUST | $78.17万 | 0.08% | 2,754 | 911 | 49.4% | $25.86万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $78.53万 | 0.08% | 10,882 | 355 | 3.4% | $2.56万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $78.59万 | 0.08% | 15,525 | -848 | -5.2% | -$4.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $78.87万 | 0.08% | 9,544 | 1,647 | 20.9% | $13.61万 | 加仓 |
| AZZ | AZZ INC | $79.89万 | 0.08% | 5,153 | 9 | 0.2% | $1,395 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $80.15万 | 0.08% | 1,534 | 50 | 3.4% | $2.61万 | 加仓 |
| SRE | SEMPRA | $80.30万 | 0.08% | 8,661 | 84 | 1.0% | $7,788 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.51万 | 0.08% | 1,567 | 63 | 4.2% | $3.24万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $81.26万 | 0.09% | 1,883 | 541 | 40.3% | $23.35万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $81.98万 | 0.09% | 5,605 | -1,552 | -21.7% | -$22.70万 | 减仓 |
| SBUX | STARBUCKS CORP | $82.33万 | 0.09% | 8,056 | 2,160 | 36.6% | $22.07万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $82.60万 | 0.09% | 22,643 | -1,405 | -5.8% | -$5.13万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $83.93万 | 0.09% | 1,695 | 4 | 0.2% | $1,981 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $84.62万 | 0.09% | 9,203 | 2,858 | 45.0% | $26.28万 | 加仓 |
| IWB | ISHARES TR | $84.74万 | 0.09% | 2,069 | 18 | 0.9% | $7,372 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $85.13万 | 0.09% | 9,286 | 824 | 9.7% | $7.55万 | 加仓 |
| SANM | SANMINA CORP | $86.15万 | 0.09% | 3,404 | -357 | -9.5% | -$9.03万 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $86.28万 | 0.09% | 17,207 | -876 | -4.8% | -$4.39万 | 减仓 |
| IVW | ISHARES TR | $87.01万 | 0.09% | 6,326 | -36 | -0.6% | -$4,951 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $87.27万 | 0.09% | 51,486 | 2,625 | 5.4% | $4.45万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $87.53万 | 0.09% | 23,960 | -2,649 | -10.0% | -$9.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $87.91万 | 0.09% | 2,214 | -52 | -2.3% | -$2.06万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $88.12万 | 0.09% | 33,957 | 2,345 | 7.4% | $6.09万 | 加仓 |
| MS | MORGAN STANLEY | $88.53万 | 0.09% | 4,235 | 100 | 2.4% | $2.09万 | 加仓 |
| CAT | CATERPILLAR INC | $90.04万 | 0.09% | 846 | 94 | 12.5% | $10.00万 | 加仓 |
| BIL | SPDR SERIES TRUST | $90.75万 | 0.10% | 9,903 | -1,108 | -10.1% | -$10.15万 | 减仓 |
| IYH | ISHARES TR | $91.42万 | 0.10% | 13,643 | 703 | 5.4% | $4.71万 | 加仓 |
| SPYI | NEOS ETF TRUST | $92.23万 | 0.10% | 17,372 | -31 | -0.2% | -$1,646 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.41万 | 0.10% | 43,627 | 11,087 | 34.1% | $23.74万 | 加仓 |
| INTC | INTEL CORP | $93.49万 | 0.10% | 6,695 | -165 | -2.4% | -$2.30万 | 减仓 |