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 |
|---|---|---|---|---|---|---|---|---|
| AXP | AMERICAN EXPRESS CO | $61.65万 | 0.07% | 2,038 | 870 | 74.5% | $26.32万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $61.39万 | 0.07% | 47,700 | -5,304 | -10.0% | -$6.83万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $61.07万 | 0.07% | 3,182 | 3,182 | — | $61.07万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $60.70万 | 0.07% | 1,691 | 13 | 0.8% | $4,666 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $60.69万 | 0.07% | 4,566 | -1,406 | -23.5% | -$18.69万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $60.51万 | 0.07% | 11,870 | -3,689 | -23.7% | -$18.81万 | 减仓 |
| C | CITIGROUP INC | $60.30万 | 0.07% | 5,317 | 572 | 12.1% | $6.49万 | 加仓 |
| OKE | ONEOK INC NEW | $60.24万 | 0.07% | 6,665 | 68 | 1.0% | $6,146 | 加仓 |
| SHOP | SHOPIFY INC | $60.17万 | 0.07% | 5,072 | -5 | -0.1% | -$593 | 减仓 |
| WM | WASTE MGMT INC DEL | $59.97万 | 0.07% | 2,610 | 233 | 9.8% | $5.35万 | 加仓 |
| CFA | VICTORY PORTFOLIOS II | $59.33万 | 0.07% | 6,486 | 550 | 9.3% | $5.03万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $58.45万 | 0.07% | 4,194 | 4,194 | — | $58.45万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $58.21万 | 0.07% | 8,034 | 1,801 | 28.9% | $13.05万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.80万 | 0.07% | 2,688 | -57 | -2.1% | -$1.23万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $57.39万 | 0.07% | 2,686 | 432 | 19.2% | $9.23万 | 加仓 |
| PAVE | GLOBAL X FDS | $57.30万 | 0.07% | 11,277 | -440 | -3.8% | -$2.24万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $57.05万 | 0.07% | 2,908 | 1,428 | 96.5% | $28.01万 | 加仓 |
| EPAM | EPAM SYS INC | $56.85万 | 0.07% | 4,199 | 4,199 | — | $56.85万 | 新建仓 |
| IVE | ISHARES TR | $56.50万 | 0.07% | 2,676 | -194 | -6.8% | -$4.10万 | 减仓 |
| COR | CENCORA INC | $56.27万 | 0.07% | 1,791 | 975 | 119.5% | $30.63万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $56.19万 | 0.07% | 7,341 | 2,739 | 59.5% | $20.96万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $55.61万 | 0.07% | 2,298 | 24 | 1.1% | $5,808 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $55.14万 | 0.07% | 20,161 | -471 | -2.3% | -$1.29万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $54.74万 | 0.07% | 2,590 | 2,590 | — | $54.74万 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $54.34万 | 0.07% | 6,345 | 2,041 | 47.4% | $17.48万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $53.64万 | 0.06% | 4,521 | 135 | 3.1% | $1.60万 | 加仓 |
| CAT | CATERPILLAR INC | $53.30万 | 0.06% | 752 | 200 | 36.2% | $14.18万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $53.02万 | 0.06% | 13,799 | 1,784 | 14.8% | $6.85万 | 加仓 |
| SBUX | STARBUCKS CORP | $52.82万 | 0.06% | 5,896 | 150 | 2.6% | $1.34万 | 加仓 |
| QXO | QXO INC | $52.26万 | 0.06% | 26,909 | -16,584 | -38.1% | -$32.21万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $51.52万 | 0.06% | 197,405 | 5,000 | 2.6% | $1.31万 | 加仓 |
| LIN | LINDE PLC | $50.99万 | 0.06% | 1,028 | 184 | 21.8% | $9.13万 | 加仓 |
| GTLB | GITLAB INC | $50.91万 | 0.06% | 23,528 | 4,399 | 23.0% | $9.52万 | 加仓 |
| COP | CONOCOPHILLIPS | $50.86万 | 0.06% | 3,853 | 231 | 6.4% | $3.05万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $50.65万 | 0.06% | 8,553 | 253 | 3.0% | $1.50万 | 加仓 |
| LAZ | LAZARD INC | $50.45万 | 0.06% | 11,875 | -3 | -0.0% | -$127 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $50.40万 | 0.06% | 1,209 | 21 | 1.8% | $8,754 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $50.24万 | 0.06% | 8,716 | 326 | 3.9% | $1.88万 | 加仓 |
| LQD | ISHARES TR | $50.15万 | 0.06% | 4,601 | 1,397 | 43.6% | $15.23万 | 加仓 |
| BUFS | FIRST TR EXCHNG TRADED FD VI | $49.84万 | 0.06% | 21,611 | 3,525 | 19.5% | $8.13万 | 加仓 |
| DGRW | WISDOMTREE TR | $49.83万 | 0.06% | 5,673 | 551 | 10.8% | $4.84万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $49.52万 | 0.06% | 5,269 | 2,521 | 91.7% | $23.69万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $49.24万 | 0.06% | 10,191 | 345 | 3.5% | $1.67万 | 加仓 |
| IEI | ISHARES TR | $49.10万 | 0.06% | 4,140 | 4,140 | — | $49.10万 | 新建仓 |
| SANM | SANMINA CORP | $48.76万 | 0.06% | 3,761 | 3,761 | — | $48.76万 | 新建仓 |
| SYK | STRYKER CORPORATION | $48.32万 | 0.06% | 1,470 | 82 | 5.9% | $2.70万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $47.96万 | 0.06% | 6,387 | 698 | 12.3% | $5.24万 | 加仓 |
| BUFY | FIRST TR EXCHNG TRADED FD VI | $47.78万 | 0.06% | 21,350 | 4,748 | 28.6% | $10.63万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $47.48万 | 0.06% | 2,282 | 96 | 4.4% | $2.00万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $47.35万 | 0.06% | 2,301 | 857 | 59.3% | $17.64万 | 加仓 |
| ALL | ALLSTATE CORP | $47.09万 | 0.06% | 2,271 | 2,271 | — | $47.09万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $46.93万 | 0.06% | 5,094 | 77 | 1.5% | $7,093 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $46.86万 | 0.06% | 40,747 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $46.82万 | 0.06% | 1,843 | -248 | -11.9% | -$6.30万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $46.66万 | 0.06% | 4,743 | -115 | -2.4% | -$1.13万 | 减仓 |
| GM | GENERAL MTRS CO | $46.54万 | 0.06% | 6,247 | 362 | 6.2% | $2.70万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $46.42万 | 0.06% | 3,241 | 1,498 | 85.9% | $21.45万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $46.26万 | 0.06% | 23,574 | -821 | -3.4% | -$1.61万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $46.17万 | 0.06% | 3,680 | 1,000 | 37.3% | $12.55万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $45.93万 | 0.06% | 543 | 74 | 15.8% | $6.26万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $45.65万 | 0.05% | 9,732 | -62 | -0.6% | -$2,908 | 减仓 |
| ABT | ABBOTT LABORATORIES | $45.64万 | 0.05% | 4,445 | 587 | 15.2% | $6.03万 | 加仓 |
| GEL | GENESIS ENERGY L P | $45.47万 | 0.05% | 25,500 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $45.16万 | 0.05% | 1,511 | -15 | -1.0% | -$4,483 | 减仓 |
| CMCSA | COMCAST CORP NEW | $44.97万 | 0.05% | 15,665 | 4,222 | 36.9% | $12.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $44.89万 | 0.05% | 9,834 | 0 | 0.0% | — | 不变 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $44.80万 | 0.05% | 14,824 | 14,824 | — | $44.80万 | 新建仓 |
| COKE | COCA COLA CONS INC | $44.48万 | 0.05% | 2,320 | 2,320 | — | $44.48万 | 新建仓 |
| IUSV | ISHARES TR | $44.43万 | 0.05% | 4,345 | 213 | 5.2% | $2.18万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $44.00万 | 0.05% | 17,500 | -500 | -2.8% | -$1.26万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $43.89万 | 0.05% | 568 | 11 | 2.0% | $8,499 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $43.64万 | 0.05% | 14,475 | 14,475 | — | $43.64万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $43.47万 | 0.05% | 1,858 | 35 | 1.9% | $8,189 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $43.09万 | 0.05% | 1,275 | 324 | 34.1% | $10.95万 | 加仓 |
| — | ELECTRONIC ARTS INC | $42.76万 | 0.05% | 2,097 | 1,039 | 98.2% | $21.19万 | 加仓 |
| ADBE | ADOBE INC | $42.71万 | 0.05% | 1,757 | 1,065 | 153.9% | $25.89万 | 加仓 |
| — | CALAMOS ETF TR | $42.47万 | 0.05% | 16,386 | -200 | -1.2% | -$5,183 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $42.46万 | 0.05% | 716 | 716 | — | $42.46万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $42.12万 | 0.05% | 4,497 | 35 | 0.8% | $3,278 | 加仓 |
| VXUS | VANGUARD STAR FDS | $41.95万 | 0.05% | 5,441 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $41.61万 | 0.05% | 4,480 | 198 | 4.6% | $1.84万 | 加仓 |
| — | ISHARES TR | $41.24万 | 0.05% | 4,913 | -16 | -0.3% | -$1,343 | 减仓 |
| IEUR | ISHARES TR | $41.23万 | 0.05% | 5,867 | -1,023 | -14.8% | -$7.19万 | 减仓 |
| QCOM | QUALCOMM INC | $41.17万 | 0.05% | 3,197 | -91 | -2.8% | -$1.17万 | 减仓 |
| EES | WISDOMTREE TR | $40.95万 | 0.05% | 7,054 | 5 | 0.1% | $290 | 加仓 |
| MBB | ISHARES TR | $40.55万 | 0.05% | 4,271 | 1,158 | 37.2% | $10.99万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $40.53万 | 0.05% | 6,895 | 451 | 7.0% | $2.65万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $40.47万 | 0.05% | 2,993 | 2,993 | — | $40.47万 | 新建仓 |
| WRB | BERKLEY W R CORP | $40.24万 | 0.05% | 6,071 | 6,071 | — | $40.24万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $40.13万 | 0.05% | 8,092 | 4 | 0.0% | $198 | 加仓 |
| ROST | ROSS STORES INC | $39.78万 | 0.05% | 1,836 | 1,836 | — | $39.78万 | 新建仓 |
| EME | EMCOR GROUP INC | $39.72万 | 0.05% | 538 | 538 | — | $39.72万 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $39.67万 | 0.05% | 7,963 | -1,115 | -12.3% | -$5.55万 | 减仓 |
| — | CALAMOS ETF TR | $39.58万 | 0.05% | 14,895 | -50 | -0.3% | -$1,329 | 减仓 |
| IGM | ISHARES TR | $39.52万 | 0.05% | 3,335 | -224 | -6.3% | -$2.65万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $39.19万 | 0.05% | 828 | 828 | — | $39.19万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $39.17万 | 0.05% | 7,710 | 17 | 0.2% | $864 | 加仓 |
| CME | CME GROUP INC | $39.13万 | 0.05% | 1,325 | 44 | 3.4% | $1.30万 | 加仓 |
| INCY | INCYTE CORP | $39.09万 | 0.05% | 4,153 | 4,153 | — | $39.09万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $39.02万 | 0.05% | 8,210 | 0 | 0.0% | — | 不变 |