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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $463.48万 | 0.56% | 51,197 | 23,610 | 85.6% | $213.74万 | 加仓 |
| SHLD | GLOBAL X FDS | $473.09万 | 0.57% | 66,783 | 19,493 | 41.2% | $138.09万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $484.39万 | 0.58% | 85,461 | 2,888 | 3.5% | $16.37万 | 加仓 |
| VB | VANGUARD INDEX FDS | $492.41万 | 0.59% | 18,800 | 539 | 3.0% | $14.12万 | 加仓 |
| ABBV | ABBVIE INC | $508.72万 | 0.61% | 23,390 | 1,861 | 8.6% | $40.48万 | 加仓 |
| GLDM | WORLD GOLD TR | $525.89万 | 0.63% | 56,736 | 56,736 | — | $525.89万 | 新建仓 |
| WMT | WALMART INC | $529.40万 | 0.64% | 42,597 | 5,709 | 15.5% | $70.95万 | 加仓 |
| TSLA | TESLA INC | $539.93万 | 0.65% | 14,524 | 2,242 | 18.3% | $83.35万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $543.63万 | 0.65% | 79,618 | 437 | 0.6% | $2.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $552.23万 | 0.67% | 22,592 | 973 | 4.5% | $23.78万 | 加仓 |
| MTUM | ISHARES TR | $603.49万 | 0.73% | 25,147 | 1,036 | 4.3% | $24.86万 | 加仓 |
| HUBS | HUBSPOT INC | $608.49万 | 0.73% | 24,928 | 24,928 | — | $608.49万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $644.05万 | 0.78% | 221,094 | 189 | 0.1% | $5,506 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $691.07万 | 0.83% | 190,798 | 5,458 | 2.9% | $19.77万 | 加仓 |
| — | EXXON MOBIL CORP | $735.21万 | 0.89% | 43,334 | 1,574 | 3.8% | $26.70万 | 加仓 |
| IEMG | ISHARES INC | $754.36万 | 0.91% | 108,153 | -58,406 | -35.1% | -$407.38万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $781.44万 | 0.94% | 37,560 | 919 | 2.5% | $19.12万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $836.92万 | 1.01% | 26,088 | 11,250 | 75.8% | $360.91万 | 加仓 |
| GOOG | ALPHABET INC | $845.71万 | 1.02% | 29,482 | 3,338 | 12.8% | $95.75万 | 加仓 |
| QUAL | ISHARES TR | $874.67万 | 1.05% | 45,601 | -2,986 | -6.1% | -$57.27万 | 减仓 |
| AVGO | BROADCOM INC | $897.46万 | 1.08% | 28,996 | 3,678 | 14.5% | $113.84万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $926.21万 | 1.12% | 171,362 | 171,362 | — | $926.21万 | 新建仓 |
| GOOGL | ALPHABET INC | $952.36万 | 1.15% | 33,119 | 4,401 | 15.3% | $126.55万 | 加仓 |
| META | META PLATFORMS INC | $958.38万 | 1.15% | 16,751 | 1,478 | 9.7% | $84.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,190.26万 | 1.43% | 40,463 | 1,854 | 4.8% | $54.54万 | 加仓 |
| IVV | ISHARES TR | $1,361.52万 | 1.64% | 20,844 | 1,670 | 8.7% | $109.08万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,385.00万 | 1.67% | 238,054 | -60,352 | -20.2% | -$351.13万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,393.50万 | 1.68% | 21,427 | -794 | -3.6% | -$51.64万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1,507.63万 | 1.82% | 26,121 | 889 | 3.5% | $51.31万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,520.53万 | 1.83% | 472,905 | 472,905 | — | $1,520.53万 | 新建仓 |
| IUSB | ISHARES TR | $1,575.47万 | 1.90% | 341,084 | 35,281 | 11.5% | $162.96万 | 加仓 |
| AMZN | AMAZON COM INC | $1,826.21万 | 2.20% | 87,685 | 22,938 | 35.4% | $477.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,956.28万 | 2.36% | 52,848 | 10,816 | 25.7% | $400.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,072.82万 | 2.50% | 118,854 | 15,059 | 14.5% | $262.63万 | 加仓 |
| AAPL | APPLE INC | $2,477.53万 | 2.98% | 97,621 | 8,820 | 9.9% | $223.84万 | 加仓 |
| IWF | ISHARES TR | $2,582.63万 | 3.11% | 60,568 | 206 | 0.3% | $8.78万 | 加仓 |
| IWD | ISHARES TR | $2,724.04万 | 3.28% | 127,488 | -2,514 | -1.9% | -$53.72万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,740.29万 | 3.30% | 427,636 | 414,670 | 3,198.1% | $2,657.21万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $4,519.39万 | 5.44% | 75,632 | 12,863 | 20.5% | $768.63万 | 加仓 |