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 |
|---|---|---|---|---|---|---|---|---|
| THG | HANOVER INS GROUP INC | $107.54万 | 0.13% | 6,204 | 1,440 | 30.2% | $24.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.61万 | 0.13% | 4,051 | 145 | 3.7% | $3.92万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $111.07万 | 0.13% | 112,530 | -897 | -0.8% | -$8,853 | 减仓 |
| AMAT | APPLIED MATLS INC | $111.67万 | 0.13% | 3,267 | 129 | 4.1% | $4.41万 | 加仓 |
| IWX | ISHARES TR | $114.48万 | 0.14% | 12,353 | 2,408 | 24.2% | $22.31万 | 加仓 |
| ET | ENERGY TRANSFER L P | $115.44万 | 0.14% | 59,814 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $115.62万 | 0.14% | 4,074 | 784 | 23.8% | $22.25万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $118.33万 | 0.14% | 40,690 | 2,870 | 7.6% | $8.35万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $118.48万 | 0.14% | 4,728 | 433 | 10.1% | $10.85万 | 加仓 |
| HDV | ISHARES TR | $119.97万 | 0.14% | 8,839 | 94 | 1.1% | $1.28万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $121.92万 | 0.15% | 42,042 | 12,829 | 43.9% | $37.20万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.03万 | 0.15% | 5,076 | 815 | 19.1% | $19.75万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $123.94万 | 0.15% | 32,754 | 190 | 0.6% | $7,190 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $124.03万 | 0.15% | 37,062 | -1,237 | -3.2% | -$4.14万 | 减仓 |
| AMGN | AMGEN INC | $125.15万 | 0.15% | 3,557 | 359 | 11.2% | $12.63万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $126.27万 | 0.15% | 39,998 | -1,687 | -4.0% | -$5.33万 | 减仓 |
| MTZ | MASTEC INC | $127.41万 | 0.15% | 3,960 | 287 | 7.8% | $9.23万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $127.65万 | 0.15% | 51,783 | 8,589 | 19.9% | $21.17万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $128.72万 | 0.16% | 21,011 | -1,574 | -7.0% | -$9.64万 | 减仓 |
| PFE | PFIZER INC | $131.58万 | 0.16% | 46,859 | -252 | -0.5% | -$7,076 | 减仓 |
| DGRO | ISHARES TR | $132.95万 | 0.16% | 18,944 | 100 | 0.5% | $7,018 | 加仓 |
| EMR | EMERSON ELEC CO | $134.29万 | 0.16% | 10,249 | 66 | 0.6% | $8,648 | 加仓 |
| EFV | ISHARES TR | $135.38万 | 0.16% | 18,208 | -25,124 | -58.0% | -$186.80万 | 减仓 |
| BITB | BITWISE BITCOIN ETF TR | $136.41万 | 0.16% | 37,059 | -31,057 | -45.6% | -$114.32万 | 减仓 |
| CVX | CHEVRON CORPORATION | $137.03万 | 0.17% | 6,623 | 1,075 | 19.4% | $22.24万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.17万 | 0.17% | 27,524 | 2,269 | 9.0% | $11.39万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $138.95万 | 0.17% | 12,578 | 777 | 6.6% | $8.58万 | 加仓 |
| EFG | ISHARES TR | $139.11万 | 0.17% | 12,491 | -3,989 | -24.2% | -$44.43万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $139.33万 | 0.17% | 19,200 | -18 | -0.1% | -$1,306 | 减仓 |
| MRK | MERCK & CO INC | $139.99万 | 0.17% | 11,638 | -404 | -3.4% | -$4.86万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $141.93万 | 0.17% | 61,764 | 61,764 | — | $141.93万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $142.09万 | 0.17% | 31,854 | 162 | 0.5% | $7,226 | 加仓 |
| VUG | VANGUARD INDEX FDS | $142.37万 | 0.17% | 3,259 | 546 | 20.1% | $23.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $143.08万 | 0.17% | 9,781 | 660 | 7.2% | $9.65万 | 加仓 |
| USMV | ISHARES TR | $143.76万 | 0.17% | 15,501 | 4 | 0.0% | $371 | 加仓 |
| YUM | YUM BRANDS INC | $145.39万 | 0.18% | 9,351 | 51 | 0.5% | $7,930 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $145.45万 | 0.18% | 2,132 | 11 | 0.5% | $7,505 | 加仓 |
| KO | COCA COLA CO | $145.93万 | 0.18% | 19,189 | 926 | 5.1% | $7.04万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $149.17万 | 0.18% | 60,269 | 31,651 | 110.6% | $78.34万 | 加仓 |
| DIS | DISNEY WALT CO | $151.93万 | 0.18% | 15,763 | 809 | 5.4% | $7.80万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $152.19万 | 0.18% | 25,092 | 7,724 | 44.5% | $46.85万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $152.33万 | 0.18% | 46,930 | -290 | -0.6% | -$9,413 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $153.48万 | 0.18% | 63,135 | 1,032 | 1.7% | $2.51万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $157.72万 | 0.19% | 12,046 | 243 | 2.1% | $3.18万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $158.52万 | 0.19% | 9,888 | -285 | -2.8% | -$4.57万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $159.17万 | 0.19% | 56,848 | 2,444 | 4.5% | $6.84万 | 加仓 |
| ORCL | ORACLE CORP | $161.19万 | 0.19% | 10,957 | -468 | -4.1% | -$6.88万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $164.29万 | 0.20% | 2,718 | 335 | 14.1% | $20.25万 | 加仓 |
| BLK | BLACKROCK INC | $164.30万 | 0.20% | 1,708 | 17 | 1.0% | $1.64万 | 加仓 |
| RTX | RTX CORPORATION | $165.52万 | 0.20% | 8,581 | 469 | 5.8% | $9.05万 | 加仓 |
| CB | CHUBB LTD SWITZ | $166.39万 | 0.20% | 5,105 | 37 | 0.7% | $1.21万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $169.08万 | 0.20% | 12,899 | 127 | 1.0% | $1.66万 | 加仓 |
| IRM | IRON MTN INC DEL | $170.97万 | 0.21% | 16,739 | 224 | 1.4% | $2.29万 | 加仓 |
| GLD | SPDR GOLD TR | $173.67万 | 0.21% | 4,036 | 806 | 25.0% | $34.68万 | 加仓 |
| CAIE | CALAMOS ETF TR | $179.97万 | 0.22% | 71,589 | 1,410 | 2.0% | $3.54万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $180.18万 | 0.22% | 11,141 | 6,893 | 162.3% | $111.48万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $180.82万 | 0.22% | 33,148 | 4,208 | 14.5% | $22.95万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $181.61万 | 0.22% | 9,159 | -453 | -4.7% | -$8.98万 | 减仓 |
| MGC | VANGUARD WORLD FD | $184.38万 | 0.22% | 7,801 | -37,627 | -82.8% | -$889.32万 | 减仓 |
| CALF | PACER FDS TR | $185.88万 | 0.22% | 41,427 | -708 | -1.7% | -$3.18万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $186.68万 | 0.22% | 39,693 | -12,127 | -23.4% | -$57.03万 | 减仓 |
| IWP | ISHARES TR | $195.06万 | 0.23% | 15,225 | -55 | -0.4% | -$7,047 | 减仓 |
| IAU | ISHARES GOLD TR | $203.02万 | 0.24% | 23,029 | -20,139 | -46.7% | -$177.55万 | 减仓 |
| PEP | PEPSICO INC | $204.38万 | 0.25% | 13,161 | -2,595 | -16.5% | -$40.30万 | 减仓 |
| V | VISA INC | $205.81万 | 0.25% | 6,809 | 1,058 | 18.4% | $31.98万 | 加仓 |
| MCK | MCKESSON CORP | $208.07万 | 0.25% | 2,404 | 404 | 20.2% | $34.97万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $208.22万 | 0.25% | 7,139 | 1,112 | 18.5% | $32.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.45万 | 0.25% | 4,371 | 823 | 23.2% | $39.44万 | 加仓 |
| ETN | EATON CORP PLC | $215.25万 | 0.26% | 6,018 | -29 | -0.5% | -$1.04万 | 减仓 |
| MUB | ISHARES TR | $220.04万 | 0.27% | 20,729 | 2,591 | 14.3% | $27.50万 | 加仓 |
| BAC | BANK AMERICA CORP | $227.95万 | 0.27% | 46,759 | 3,741 | 8.7% | $18.24万 | 加仓 |
| TJX | TJX COS INC NEW | $232.42万 | 0.28% | 14,554 | 1,931 | 15.3% | $30.84万 | 加仓 |
| IGSB | ISHARES TR | $242.63万 | 0.29% | 46,162 | -1,183 | -2.5% | -$6.22万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $243.26万 | 0.29% | 2,441 | 337 | 16.0% | $33.58万 | 加仓 |
| IWM | ISHARES TR | $244.17万 | 0.29% | 9,846 | 602 | 6.5% | $14.93万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $256.85万 | 0.31% | 49,461 | 3,406 | 7.4% | $17.69万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $262.53万 | 0.32% | 29,135 | 2,157 | 8.0% | $19.44万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $264.91万 | 0.32% | 53,099 | 1,024 | 2.0% | $5.11万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $271.80万 | 0.33% | 29,128 | -190 | -0.6% | -$1.77万 | 减仓 |
| NFLX | NETFLIX INC. | $287.91万 | 0.35% | 29,944 | 2,362 | 8.6% | $22.71万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $296.20万 | 0.36% | 37,465 | 2,338 | 6.7% | $18.48万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $297.32万 | 0.36% | 61,877 | 16,260 | 35.6% | $78.13万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $311.82万 | 0.38% | 66,414 | 6,563 | 11.0% | $30.81万 | 加仓 |
| CSHI | NEOS ETF TRUST | $314.09万 | 0.38% | 63,096 | -23,904 | -27.5% | -$118.99万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $318.95万 | 0.38% | 128,041 | 114,746 | 863.1% | $285.83万 | 加仓 |
| — | HONEYWELL INTL INC | $319.70万 | 0.39% | 14,144 | 214 | 1.5% | $4.84万 | 加仓 |
| LLY | ELI LILLY & CO | $346.54万 | 0.42% | 3,768 | 633 | 20.2% | $58.22万 | 加仓 |
| SMH | VANECK ETF TRUST | $350.38万 | 0.42% | 9,139 | 194 | 2.2% | $7.44万 | 加仓 |
| MCD | MCDONALDS CORP | $354.96万 | 0.43% | 11,421 | 258 | 2.3% | $8.02万 | 加仓 |
| SGOV | ISHARES TR | $367.32万 | 0.44% | 36,491 | 7,226 | 24.7% | $72.74万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $367.83万 | 0.44% | 60,862 | -267 | -0.4% | -$1.61万 | 减仓 |
| CSCO | CISCO SYS INC | $370.70万 | 0.45% | 47,777 | 2,880 | 6.4% | $22.35万 | 加仓 |
| TLH | ISHARES TR | $380.56万 | 0.46% | 37,784 | 5,144 | 15.8% | $51.81万 | 加仓 |
| KLAC | KLA CORP | $383.18万 | 0.46% | 2,602 | 10 | 0.4% | $1.47万 | 加仓 |
| IJH | ISHARES TR | $386.96万 | 0.47% | 57,302 | 2,660 | 4.9% | $17.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $394.09万 | 0.47% | 27,284 | -344 | -1.2% | -$4.97万 | 减仓 |
| HD | HOME DEPOT INC | $403.83万 | 0.49% | 12,278 | 614 | 5.3% | $20.19万 | 加仓 |
| OEF | ISHARES TR | $425.93万 | 0.51% | 13,391 | 3,259 | 32.2% | $103.66万 | 加仓 |
| ITOT | ISHARES TR | $435.77万 | 0.52% | 30,595 | 2,497 | 8.9% | $35.57万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $437.09万 | 0.53% | 82,845 | -7,345 | -8.1% | -$38.75万 | 减仓 |