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 |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | $162.85万 | 0.17% | 13,053 | 475 | 3.8% | $5.93万 | 加仓 |
| BLK | BLACKROCK INC | $162.62万 | 0.17% | 1,691 | -17 | -1.0% | -$1.63万 | 减仓 |
| RTX | RTX CORPORATION | $161.75万 | 0.17% | 8,525 | -56 | -0.7% | -$1.06万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $161.29万 | 0.17% | 54,271 | -2,577 | -4.5% | -$7.66万 | 减仓 |
| NVDL | GRANITESHARES ETF TR | $161.02万 | 0.17% | 54,015 | -3,585 | -6.2% | -$10.69万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $159.97万 | 0.17% | 42,703 | 2,705 | 6.8% | $10.13万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $159.10万 | 0.17% | 3,828 | -223 | -5.5% | -$9.27万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $156.91万 | 0.16% | 5,580 | 504 | 9.9% | $14.17万 | 加仓 |
| USMV | ISHARES TR | $155.50万 | 0.16% | 16,120 | 619 | 4.0% | $5.97万 | 加仓 |
| MTZ | MASTEC INC | $155.11万 | 0.16% | 3,728 | -232 | -5.9% | -$9.65万 | 减仓 |
| HON | HONEYWELL INTL INC | $154.26万 | 0.16% | 6,889 | -7,255 | -51.3% | -$162.45万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $154.18万 | 0.16% | 12,181 | 135 | 1.1% | $1.71万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $152.30万 | 0.16% | 6,889 | 6,889 | — | $152.30万 | 新建仓 |
| MRK | MERCK & CO INC | $151.70万 | 0.16% | 11,805 | 167 | 1.4% | $2.15万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $151.43万 | 0.16% | 4,523 | -205 | -4.3% | -$6.86万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $150.82万 | 0.16% | 65,205 | 27,368 | 72.3% | $63.30万 | 加仓 |
| YUM | YUM BRANDS INC | $149.95万 | 0.16% | 9,380 | 29 | 0.3% | $4,636 | 加仓 |
| GE | GE AEROSPACE | $149.04万 | 0.16% | 3,988 | -86 | -2.1% | -$3.21万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $148.49万 | 0.16% | 41,099 | 409 | 1.0% | $1.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $146.63万 | 0.15% | 10,243 | -6 | -0.1% | -$859 | 减仓 |
| IWX | ISHARES TR | $142.51万 | 0.15% | 13,552 | 1,199 | 9.7% | $12.61万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $140.58万 | 0.15% | 54,112 | 2,329 | 4.5% | $6.05万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $140.09万 | 0.15% | 24,313 | -779 | -3.1% | -$4.49万 | 减仓 |
| EFG | ISHARES TR | $138.15万 | 0.14% | 11,103 | -1,388 | -11.1% | -$17.27万 | 减仓 |
| THG | HANOVER INS GROUP INC | $133.62万 | 0.14% | 6,240 | 36 | 0.6% | $7,709 | 加仓 |
| NEAR | ISHARES U S ETF TR | $131.33万 | 0.14% | 25,925 | 25,925 | — | $131.33万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $130.40万 | 0.14% | 2,559 | -159 | -5.8% | -$8.10万 | 减仓 |
| ZALT | INNOVATOR ETFS TRUST | $129.21万 | 0.14% | 38,150 | -8,780 | -18.7% | -$29.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $129.12万 | 0.14% | 7,790 | 1,167 | 17.6% | $19.34万 | 加仓 |
| EFV | ISHARES TR | $127.32万 | 0.13% | 16,633 | -1,575 | -8.7% | -$12.06万 | 减仓 |
| MET | METLIFE INC | $127.30万 | 0.13% | 15,045 | 88 | 0.6% | $7,446 | 加仓 |
| SHYG | ISHARES TR | $126.47万 | 0.13% | 29,822 | 5,997 | 25.2% | $25.43万 | 加仓 |
| GEV | GE VERNOVA INC | $125.06万 | 0.13% | 1,064 | 65 | 6.5% | $7.64万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $124.48万 | 0.13% | 29,401 | 1,877 | 6.8% | $7.95万 | 加仓 |
| IJS | ISHARES TR | $124.11万 | 0.13% | 9,080 | 82 | 0.9% | $1.12万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $123.75万 | 0.13% | 2,856 | 170 | 6.3% | $7.37万 | 加仓 |
| DIS | DISNEY WALT CO | $123.61万 | 0.13% | 12,843 | -2,920 | -18.5% | -$28.10万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $122.61万 | 0.13% | 33,354 | 600 | 1.8% | $2.21万 | 加仓 |
| AMGN | AMGEN INC | $122.58万 | 0.13% | 3,385 | -172 | -4.8% | -$6.23万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $120.71万 | 0.13% | 9,700 | 541 | 5.9% | $6.73万 | 加仓 |
| HDV | ISHARES TR | $119.70万 | 0.13% | 43,670 | -525 | -1.2% | -$1.44万 | 减仓 |
| — | CALAMOS ETF TR | $117.68万 | 0.12% | 42,467 | 42,467 | — | $117.68万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $115.18万 | 0.12% | 21,688 | 677 | 3.2% | $3.60万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $114.81万 | 0.12% | 39,010 | 5,065 | 14.9% | $14.91万 | 加仓 |
| GLD | SPDR GOLD TR | $114.72万 | 0.12% | 3,114 | -922 | -22.8% | -$33.97万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $114.67万 | 0.12% | 30,513 | -1,341 | -4.2% | -$5.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $114.41万 | 0.12% | 9,806 | 25 | 0.3% | $2,917 | 加仓 |
| ET | ENERGY TRANSFER L P | $114.36万 | 0.12% | 59,814 | 0 | 0.0% | — | 不变 |
| FEZ | SPDR INDEX SHS FDS | $113.28万 | 0.12% | 16,494 | 1,286 | 8.5% | $8.83万 | 加仓 |
| PFE | PFIZER INC | $113.18万 | 0.12% | 47,000 | 141 | 0.3% | $3,395 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $112.51万 | 0.12% | 20,987 | 14 | 0.1% | $751 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $111.03万 | 0.12% | 23,688 | 23,688 | — | $111.03万 | 新建仓 |
| IJR | ISHARES TR | $108.96万 | 0.11% | 7,347 | 17 | 0.2% | $2,521 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $108.66万 | 0.11% | 34,105 | -2,954 | -8.0% | -$9.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $108.64万 | 0.11% | 2,133 | 1 | 0.0% | $509 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $107.19万 | 0.11% | 6,274 | 6,274 | — | $107.19万 | 新建仓 |
| — | INVESCO TR INVT GRADE MUNS | $105.97万 | 0.11% | 99,973 | -12,557 | -11.2% | -$13.31万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $104.51万 | 0.11% | 3,090 | 1,052 | 51.6% | $35.58万 | 加仓 |
| NVO | NOVO-NORDISK A S | $103.61万 | 0.11% | 21,612 | -1,589 | -6.8% | -$7.62万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $101.60万 | 0.11% | 2,127 | -19 | -0.9% | -$9,075 | 减仓 |
| EMXC | ISHARES INC | $99.46万 | 0.10% | 9,722 | 608 | 6.7% | $6.22万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $99.02万 | 0.10% | 21,838 | 899 | 4.3% | $4.08万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $98.88万 | 0.10% | 5,466 | 197 | 3.7% | $3.56万 | 加仓 |
| BA | BOEING CO | $97.88万 | 0.10% | 4,522 | 40 | 0.9% | $8,658 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $97.03万 | 0.10% | 25,151 | -2,964 | -10.5% | -$11.44万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $97.01万 | 0.10% | 30,906 | 1,166 | 3.9% | $3.66万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $96.88万 | 0.10% | 38,353 | 1,028 | 2.8% | $2.60万 | 加仓 |
| BOXX | EA SERIES TRUST | $96.31万 | 0.10% | 8,225 | 328 | 4.2% | $3.84万 | 加仓 |
| SO | SOUTHERN CO | $95.58万 | 0.10% | 9,987 | -15 | -0.1% | -$1,436 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $95.40万 | 0.10% | 27,837 | -9,225 | -24.9% | -$31.61万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $95.25万 | 0.10% | 73,211 | 11,694 | 19.0% | $15.21万 | 加仓 |
| IJT | ISHARES TR | $95.14万 | 0.10% | 5,327 | 5,327 | — | $95.14万 | 新建仓 |
| INTC | INTEL CORP | $93.49万 | 0.10% | 6,695 | -165 | -2.4% | -$2.30万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $93.41万 | 0.10% | 43,627 | 11,087 | 34.1% | $23.74万 | 加仓 |
| SPYI | NEOS ETF TRUST | $92.23万 | 0.10% | 17,372 | -31 | -0.2% | -$1,646 | 减仓 |
| IYH | ISHARES TR | $91.42万 | 0.10% | 13,643 | 703 | 5.4% | $4.71万 | 加仓 |
| BIL | SPDR SERIES TRUST | $90.75万 | 0.10% | 9,903 | -1,108 | -10.1% | -$10.15万 | 减仓 |
| CAT | CATERPILLAR INC | $90.04万 | 0.09% | 846 | 94 | 12.5% | $10.00万 | 加仓 |
| MS | MORGAN STANLEY | $88.53万 | 0.09% | 4,235 | 100 | 2.4% | $2.09万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $88.12万 | 0.09% | 33,957 | 2,345 | 7.4% | $6.09万 | 加仓 |
| ADI | ANALOG DEVICES INC | $87.91万 | 0.09% | 2,214 | -52 | -2.3% | -$2.06万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $87.53万 | 0.09% | 23,960 | -2,649 | -10.0% | -$9.68万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $87.27万 | 0.09% | 51,486 | 2,625 | 5.4% | $4.45万 | 加仓 |
| IVW | ISHARES TR | $87.01万 | 0.09% | 6,326 | -36 | -0.6% | -$4,951 | 减仓 |
| DJUL | FIRST TR EXCHNG TRADED FD VI | $86.28万 | 0.09% | 17,207 | -876 | -4.8% | -$4.39万 | 减仓 |
| SANM | SANMINA CORP | $86.15万 | 0.09% | 3,404 | -357 | -9.5% | -$9.03万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $85.13万 | 0.09% | 9,286 | 824 | 9.7% | $7.55万 | 加仓 |
| IWB | ISHARES TR | $84.74万 | 0.09% | 2,069 | 18 | 0.9% | $7,372 | 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 |
| ROK | ROCKWELL AUTOMATION INC | $83.93万 | 0.09% | 1,695 | 4 | 0.2% | $1,981 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $82.60万 | 0.09% | 22,643 | -1,405 | -5.8% | -$5.13万 | 减仓 |
| SBUX | STARBUCKS CORP | $82.33万 | 0.09% | 8,056 | 2,160 | 36.6% | $22.07万 | 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 |
| DELL | DELL TECHNOLOGIES INC | $81.26万 | 0.09% | 1,883 | 541 | 40.3% | $23.35万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.51万 | 0.08% | 1,567 | 63 | 4.2% | $3.24万 | 加仓 |
| SRE | SEMPRA | $80.30万 | 0.08% | 8,661 | 84 | 1.0% | $7,788 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $80.15万 | 0.08% | 1,534 | 50 | 3.4% | $2.61万 | 加仓 |
| AZZ | AZZ INC | $79.89万 | 0.08% | 5,153 | 9 | 0.2% | $1,395 | 加仓 |
| WFC | WELLS FARGO & CO | $78.87万 | 0.08% | 9,544 | 1,647 | 20.9% | $13.61万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $78.59万 | 0.08% | 15,525 | -848 | -5.2% | -$4.29万 | 减仓 |