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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB STRATEGIC TR | $149.17万 | 0.18% | 60,269 | 31,651 | 110.6% | $78.34万 | 加仓 |
| KO | COCA COLA CO | $145.93万 | 0.18% | 19,189 | 926 | 5.1% | $7.04万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $145.45万 | 0.18% | 2,132 | 11 | 0.5% | $7,505 | 加仓 |
| YUM | YUM BRANDS INC | $145.39万 | 0.18% | 9,351 | 51 | 0.5% | $7,930 | 加仓 |
| USMV | ISHARES TR | $143.76万 | 0.17% | 15,501 | 4 | 0.0% | $371 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $143.08万 | 0.17% | 9,781 | 660 | 7.2% | $9.65万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $142.37万 | 0.17% | 3,259 | 546 | 20.1% | $23.85万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $142.09万 | 0.17% | 31,854 | 162 | 0.5% | $7,226 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $141.93万 | 0.17% | 61,764 | 61,764 | — | $141.93万 | 新建仓 |
| MRK | MERCK & CO INC | $139.99万 | 0.17% | 11,638 | -404 | -3.4% | -$4.86万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $139.33万 | 0.17% | 19,200 | -18 | -0.1% | -$1,306 | 减仓 |
| EFG | ISHARES TR | $139.11万 | 0.17% | 12,491 | -3,989 | -24.2% | -$44.43万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $138.95万 | 0.17% | 12,578 | 777 | 6.6% | $8.58万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $138.17万 | 0.17% | 27,524 | 2,269 | 9.0% | $11.39万 | 加仓 |
| CVX | CHEVRON CORPORATION | $137.03万 | 0.17% | 6,623 | 1,075 | 19.4% | $22.24万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $136.41万 | 0.16% | 37,059 | -31,057 | -45.6% | -$114.32万 | 减仓 |
| EFV | ISHARES TR | $135.38万 | 0.16% | 18,208 | -25,124 | -58.0% | -$186.80万 | 减仓 |
| EMR | EMERSON ELEC CO | $134.29万 | 0.16% | 10,249 | 66 | 0.6% | $8,648 | 加仓 |
| DGRO | ISHARES TR | $132.95万 | 0.16% | 18,944 | 100 | 0.5% | $7,018 | 加仓 |
| PFE | PFIZER INC | $131.58万 | 0.16% | 46,859 | -252 | -0.5% | -$7,076 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $128.72万 | 0.16% | 21,011 | -1,574 | -7.0% | -$9.64万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $127.65万 | 0.15% | 51,783 | 8,589 | 19.9% | $21.17万 | 加仓 |
| MTZ | MASTEC INC | $127.41万 | 0.15% | 3,960 | 287 | 7.8% | $9.23万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $126.27万 | 0.15% | 39,998 | -1,687 | -4.0% | -$5.33万 | 减仓 |
| AMGN | AMGEN INC | $125.15万 | 0.15% | 3,557 | 359 | 11.2% | $12.63万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $124.03万 | 0.15% | 37,062 | -1,237 | -3.2% | -$4.14万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $123.94万 | 0.15% | 32,754 | 190 | 0.6% | $7,190 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.03万 | 0.15% | 5,076 | 815 | 19.1% | $19.75万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $121.92万 | 0.15% | 42,042 | 12,829 | 43.9% | $37.20万 | 加仓 |
| HDV | ISHARES TR | $119.97万 | 0.14% | 8,839 | 94 | 1.1% | $1.28万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $118.48万 | 0.14% | 4,728 | 433 | 10.1% | $10.85万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $118.33万 | 0.14% | 40,690 | 2,870 | 7.6% | $8.35万 | 加仓 |
| GE | GE AEROSPACE | $115.62万 | 0.14% | 4,074 | 784 | 23.8% | $22.25万 | 加仓 |
| ET | ENERGY TRANSFER L P | $115.44万 | 0.14% | 59,814 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $114.48万 | 0.14% | 12,353 | 2,408 | 24.2% | $22.31万 | 加仓 |
| AMAT | APPLIED MATLS INC | $111.67万 | 0.13% | 3,267 | 129 | 4.1% | $4.41万 | 加仓 |
| — | INVESCO TR INVT GRADE MUNS | $111.07万 | 0.13% | 112,530 | -897 | -0.8% | -$8,853 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $109.61万 | 0.13% | 4,051 | 145 | 3.7% | $3.92万 | 加仓 |
| THG | HANOVER INS GROUP INC | $107.54万 | 0.13% | 6,204 | 1,440 | 30.2% | $24.96万 | 加仓 |
| IJS | ISHARES TR | $106.58万 | 0.13% | 8,998 | 187 | 2.1% | $2.22万 | 加仓 |
| MET | METLIFE INC | $105.78万 | 0.13% | 14,957 | 1,840 | 14.0% | $13.01万 | 加仓 |
| T | AT&T INC | $105.30万 | 0.13% | 36,324 | 11,088 | 43.9% | $32.14万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $103.55万 | 0.12% | 20,973 | 1,976 | 10.4% | $9.76万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $102.60万 | 0.12% | 2,628 | 2 | 0.1% | $781 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $102.18万 | 0.12% | 61,517 | 11,313 | 22.5% | $18.79万 | 加仓 |
| BIL | SPDR SERIES TRUST | $100.90万 | 0.12% | 11,011 | -344 | -3.0% | -$3.15万 | 减仓 |
| SHYG | ISHARES TR | $100.80万 | 0.12% | 23,825 | 1,390 | 6.2% | $5.88万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $99.56万 | 0.12% | 28,115 | -89 | -0.3% | -$3,152 | 减仓 |
| GLW | CORNING INC | $98.00万 | 0.12% | 7,207 | -39 | -0.5% | -$5,303 | 减仓 |
| SO | SOUTHERN CO | $96.54万 | 0.12% | 10,002 | -228 | -2.2% | -$2.20万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $96.09万 | 0.12% | 20,939 | 2,584 | 14.1% | $11.86万 | 加仓 |
| TLT | ISHARES TR | $96.08万 | 0.12% | 11,083 | -2,813 | -20.2% | -$24.39万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $94.80万 | 0.11% | 31,612 | -16,449 | -34.2% | -$49.33万 | 减仓 |
| FEZ | SPDR INDEX SHS FDS | $94.41万 | 0.11% | 15,208 | 2,692 | 21.5% | $16.71万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $93.57万 | 0.11% | 48,861 | 4,217 | 9.4% | $8.08万 | 加仓 |
| BOXX | EA SERIES TRUST | $91.84万 | 0.11% | 7,897 | 2,823 | 55.6% | $32.83万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $91.80万 | 0.11% | 7,157 | 18 | 0.3% | $2,309 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $91.60万 | 0.11% | 29,740 | 2,799 | 10.4% | $8.62万 | 加仓 |
| IJR | ISHARES TR | $91.12万 | 0.11% | 7,330 | -5 | -0.1% | -$622 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $89.86万 | 0.11% | 26,609 | -1,380 | -4.9% | -$4.66万 | 减仓 |
| BA | BOEING CO | $89.20万 | 0.11% | 4,482 | 430 | 10.6% | $8.56万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $87.86万 | 0.11% | 37,837 | -1,076 | -2.8% | -$2.50万 | 减仓 |
| GEV | GE VERNOVA INC | $87.23万 | 0.11% | 999 | 79 | 8.6% | $6.90万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $87.12万 | 0.10% | 5,269 | -316 | -5.7% | -$5.22万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $87.04万 | 0.10% | 33,945 | 575 | 1.7% | $1.47万 | 加仓 |
| SPYI | NEOS ETF TRUST | $85.92万 | 0.10% | 17,403 | 203 | 1.2% | $1.00万 | 加仓 |
| NVO | NOVO-NORDISK A S | $85.28万 | 0.10% | 23,201 | 2,282 | 10.9% | $8.39万 | 加仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $84.52万 | 0.10% | 18,083 | -175 | -1.0% | -$8,180 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $83.99万 | 0.10% | 11,406 | 3,296 | 40.6% | $24.27万 | 加仓 |
| SRE | SEMPRA | $83.34万 | 0.10% | 8,577 | 45 | 0.5% | $4,373 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $82.81万 | 0.10% | 16,373 | -3,191 | -16.3% | -$16.14万 | 减仓 |
| — | BITWISE ETHEREUM ETF | $81.83万 | 0.10% | 54,554 | -8,094 | -12.9% | -$12.14万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $80.70万 | 0.10% | 37,325 | -1,593 | -4.1% | -$3.44万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $80.08万 | 0.10% | 24,048 | -261 | -1.1% | -$8,691 | 减仓 |
| IYH | ISHARES TR | $79.76万 | 0.10% | 12,940 | 609 | 4.9% | $3.75万 | 加仓 |
| COWZ | PACER FDS TR | $79.53万 | 0.10% | 12,712 | -31 | -0.2% | -$1,939 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $79.21万 | 0.10% | 15,691 | 35 | 0.2% | $1,767 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $75.72万 | 0.09% | 10,527 | 672 | 6.8% | $4.83万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $75.14万 | 0.09% | 1,504 | 283 | 23.2% | $14.14万 | 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 |
| IWB | ISHARES TR | $73.13万 | 0.09% | 2,051 | 602 | 41.5% | $21.46万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.53万 | 0.09% | 2,146 | 230 | 12.0% | $7.77万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $72.12万 | 0.09% | 8,462 | -1,454 | -14.7% | -$12.39万 | 减仓 |
| ADI | ANALOG DEVICES INC | $72.08万 | 0.09% | 2,266 | 24 | 1.1% | $7,634 | 加仓 |
| IVW | ISHARES TR | $71.96万 | 0.09% | 6,362 | -232 | -3.5% | -$2.62万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $71.71万 | 0.09% | 1,606 | -99 | -5.8% | -$4.42万 | 减仓 |
| EMXC | ISHARES INC | $71.69万 | 0.09% | 9,114 | -3,553 | -28.0% | -$27.95万 | 减仓 |
| NEM | NEWMONT CORP | $71.28万 | 0.09% | 6,585 | 3,344 | 103.2% | $36.20万 | 加仓 |
| CRM | SALESFORCE INC | $69.98万 | 0.08% | 3,749 | 887 | 31.0% | $16.56万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $68.82万 | 0.08% | 2,005 | -48 | -2.3% | -$1.65万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $68.74万 | 0.08% | 1,484 | 2 | 0.1% | $926 | 加仓 |
| MS | MORGAN STANLEY | $68.06万 | 0.08% | 4,135 | 181 | 4.6% | $2.98万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $68.01万 | 0.08% | 13,411 | 13,411 | — | $68.01万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $67.75万 | 0.08% | 32,540 | 6,532 | 25.1% | $13.60万 | 加仓 |
| NKE | NIKE INC | $67.09万 | 0.08% | 12,701 | 6,288 | 98.1% | $33.22万 | 加仓 |
| ES | EVERSOURCE ENERGY | $66.76万 | 0.08% | 9,637 | -43 | -0.4% | -$2,979 | 减仓 |
| IJJ | ISHARES TR | $65.04万 | 0.08% | 4,909 | -366 | -6.9% | -$4.85万 | 减仓 |
| AZZ | AZZ INC | $64.36万 | 0.08% | 5,144 | 1,763 | 52.1% | $22.06万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $62.98万 | 0.08% | 3,096 | 392 | 14.5% | $7.97万 | 加仓 |
| WFC | WELLS FARGO & CO | $62.87万 | 0.08% | 7,897 | 87 | 1.1% | $6,926 | 加仓 |