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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $39.01万 | 0.05% | 1,968 | 1,968 | — | $39.01万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $38.86万 | 0.05% | 2,499 | 2,499 | — | $38.86万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $38.74万 | 0.05% | 788 | 17 | 2.2% | $8,357 | 加仓 |
| MO | ALTRIA GROUP INC | $38.59万 | 0.05% | 5,848 | 2,442 | 71.7% | $16.11万 | 重新持有 |
| NOW | SERVICENOW INC | $38.41万 | 0.05% | 3,674 | -832 | -18.5% | -$8.70万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.17万 | 0.05% | 828 | 110 | 15.3% | $5.07万 | 加仓 |
| MOAT | VANECK ETF TRUST | $38.11万 | 0.05% | 3,941 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $38.01万 | 0.05% | 2,577 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $37.95万 | 0.05% | 4,533 | 4,533 | — | $37.95万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $37.87万 | 0.05% | 7,504 | -1,399 | -15.7% | -$7.06万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $37.82万 | 0.05% | 9,580 | -1,106 | -10.3% | -$4.37万 | 减仓 |
| FSK | FS KKR CAP CORP | $37.36万 | 0.05% | 36,700 | 36,700 | — | $37.36万 | 新建仓 |
| MLI | MUELLER INDS INC | $37.14万 | 0.04% | 3,352 | 3,352 | — | $37.14万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $37.12万 | 0.04% | 3,733 | 869 | 30.3% | $8.64万 | 加仓 |
| EXEL | EXELIXIS INC | $36.87万 | 0.04% | 8,597 | 8,597 | — | $36.87万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $36.56万 | 0.04% | 3,941 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $36.50万 | 0.04% | 4,594 | 63 | 1.4% | $5,005 | 加仓 |
| BWA | BORGWARNER INC | $36.32万 | 0.04% | 6,694 | 6,694 | — | $36.32万 | 新建仓 |
| AGG | ISHARES TR | $36.32万 | 0.04% | 3,659 | -72 | -1.9% | -$7,147 | 减仓 |
| BX | BLACKSTONE INC | $36.27万 | 0.04% | 3,154 | -156 | -4.7% | -$1.79万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $36.24万 | 0.04% | 7,428 | 37 | 0.5% | $1,805 | 加仓 |
| ANET | ARISTA NETWORKS INC | $35.86万 | 0.04% | 2,921 | 46 | 1.6% | $5,648 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $35.76万 | 0.04% | 399 | -8 | -2.0% | -$7,171 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $35.71万 | 0.04% | 4,025 | 122 | 3.1% | $1.08万 | 加仓 |
| VO | VANGUARD INDEX FDS | $35.65万 | 0.04% | 1,241 | -15 | -1.2% | -$4,309 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $35.65万 | 0.04% | 578 | -14 | -2.4% | -$8,635 | 减仓 |
| VLO | VALERO ENERGY CORP | $35.49万 | 0.04% | 1,436 | 1,436 | — | $35.49万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $35.42万 | 0.04% | 41,088 | -1,000 | -2.4% | -$8,620 | 减仓 |
| ADSK | AUTODESK INC | $35.36万 | 0.04% | 1,477 | -73 | -4.7% | -$1.75万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $35.33万 | 0.04% | 5,636 | -299 | -5.0% | -$1.87万 | 减仓 |
| EIX | EDISON INTL | $35.08万 | 0.04% | 4,794 | 821 | 20.7% | $6.01万 | 加仓 |
| NVS | NOVARTIS AG | $35.00万 | 0.04% | 2,291 | 196 | 9.4% | $2.99万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $34.98万 | 0.04% | 7,824 | 1 | 0.0% | $45 | 加仓 |
| LAUR | LAUREATE ED INC | $34.91万 | 0.04% | 10,019 | 10,019 | — | $34.91万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $34.73万 | 0.04% | 2,675 | 2,675 | — | $34.73万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $34.70万 | 0.04% | 3,763 | 3,763 | — | $34.70万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $34.66万 | 0.04% | 5,871 | -249 | -4.1% | -$1.47万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $34.52万 | 0.04% | 30,311 | -621 | -2.0% | -$7,073 | 减仓 |
| RSST | TIDAL TRUST II | $34.43万 | 0.04% | 12,175 | -3 | -0.0% | -$85 | 减仓 |
| DG | DOLLAR GEN CORP | $34.34万 | 0.04% | 2,892 | 2,892 | — | $34.34万 | 新建仓 |
| IOCT | INNOVATOR ETFS TRUST | $33.50万 | 0.04% | 9,557 | -173 | -1.8% | -$6,063 | 减仓 |
| SYSB | ISHARES TR | $33.37万 | 0.04% | 3,749 | -87 | -2.3% | -$7,743 | 减仓 |
| PAYX | PAYCHEX INC | $32.89万 | 0.04% | 3,571 | 643 | 22.0% | $5.92万 | 加仓 |
| UNP | UNION PAC CORP | $32.47万 | 0.04% | 1,338 | 118 | 9.7% | $2.86万 | 加仓 |
| ACWI | ISHARES TR | $32.46万 | 0.04% | 2,346 | 2,346 | — | $32.46万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $32.25万 | 0.04% | 617 | 617 | — | $32.25万 | 新建仓 |
| ORI | OLD REP INTL CORP | $32.21万 | 0.04% | 8,073 | 8,073 | — | $32.21万 | 新建仓 |
| L | LOEWS CORP | $32.17万 | 0.04% | 3,014 | 3,014 | — | $32.17万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $32.14万 | 0.04% | 2,043 | 323 | 18.8% | $5.08万 | 加仓 |
| EFA | ISHARES TR | $32.03万 | 0.04% | 3,298 | -382 | -10.4% | -$3.71万 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $32.01万 | 0.04% | 4,695 | -50 | -1.1% | -$3,408 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $32.00万 | 0.04% | 5,136 | -466 | -8.3% | -$2.90万 | 减仓 |
| ACWX | ISHARES TR | $31.92万 | 0.04% | 4,662 | -306 | -6.2% | -$2.10万 | 减仓 |
| BUG | GLOBAL X FDS | $31.78万 | 0.04% | 12,655 | 5,955 | 88.9% | $14.95万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $31.58万 | 0.04% | 12,029 | 12,029 | — | $31.58万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $31.53万 | 0.04% | 5,560 | 5,560 | — | $31.53万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $31.53万 | 0.04% | 5,611 | 5 | 0.1% | $281 | 加仓 |
| ENVX | ENOVIX CORPORATION | $31.48万 | 0.04% | 60,775 | 97 | 0.2% | $502 | 加仓 |
| FDX | FEDEX CORP | $31.22万 | 0.04% | 877 | 98 | 12.6% | $3.49万 | 加仓 |
| AFL | AFLAC INC | $30.94万 | 0.04% | 2,820 | 2,820 | — | $30.94万 | 新建仓 |
| GL | GLOBE LIFE INC | $30.90万 | 0.04% | 2,220 | 2,220 | — | $30.90万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $30.88万 | 0.04% | 3,503 | 3,503 | — | $30.88万 | 新建仓 |
| KR | KROGER CO | $30.73万 | 0.04% | 4,247 | 4,247 | — | $30.73万 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $30.73万 | 0.04% | 14,590 | -1,467 | -9.1% | -$3.09万 | 减仓 |
| AOM | ISHARES TR | $30.55万 | 0.04% | 6,450 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.27万 | 0.04% | 6,860 | 327 | 5.0% | $1.44万 | 加仓 |
| NU | NU HLDGS LTD | $30.20万 | 0.04% | 21,015 | -1,670 | -7.4% | -$2.40万 | 减仓 |
| URI | UNITED RENTALS INC | $30.16万 | 0.04% | 414 | 6 | 1.5% | $4,372 | 加仓 |
| MPLX | MPLX LP | $29.98万 | 0.04% | 5,253 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $29.97万 | 0.04% | 1,298 | 1,298 | — | $29.97万 | 新建仓 |
| EOG | EOG RES INC | $29.91万 | 0.04% | 2,069 | 2,069 | — | $29.91万 | 新建仓 |
| CCK | CROWN HLDGS INC | $29.84万 | 0.04% | 2,977 | 2,977 | — | $29.84万 | 新建仓 |
| IUSG | ISHARES TR | $29.81万 | 0.04% | 1,922 | -47 | -2.4% | -$7,289 | 减仓 |
| IWL | ISHARES TR | $29.78万 | 0.04% | 1,856 | 1,856 | — | $29.78万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $29.74万 | 0.04% | 2,716 | 2,716 | — | $29.74万 | 新建仓 |
| — | CSG SYS INTL INC | $29.63万 | 0.04% | 3,707 | 3,707 | — | $29.63万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $29.63万 | 0.04% | 5,337 | 1,382 | 34.9% | $7.67万 | 加仓 |
| PRDO | PERDOCEO ED CORP | $29.55万 | 0.04% | 7,941 | 7,941 | — | $29.55万 | 新建仓 |
| FOXA | FOX CORP | $29.47万 | 0.04% | 5,047 | 5,047 | — | $29.47万 | 新建仓 |
| DHR | DANAHER CORP DEL | $29.33万 | 0.04% | 1,547 | 282 | 22.3% | $5.35万 | 加仓 |
| MMM | 3M CO | $29.28万 | 0.04% | 2,016 | 10 | 0.5% | $1,452 | 加仓 |
| MDT | MEDTRONIC PLC | $29.18万 | 0.04% | 3,367 | 1,176 | 53.7% | $10.19万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $29.02万 | 0.03% | 9,303 | -100 | -1.1% | -$3,119 | 减仓 |
| SLV | ISHARES SILVER TR | $28.91万 | 0.03% | 4,243 | 65 | 1.6% | $4,429 | 加仓 |
| CINF | CINCINNATI FINL CORP | $28.58万 | 0.03% | 1,816 | 1,816 | — | $28.58万 | 新建仓 |
| — | CALAMOS ETF TR | $28.45万 | 0.03% | 10,470 | -100 | -0.9% | -$2,717 | 减仓 |
| TTC | TORO CO | $28.39万 | 0.03% | 3,038 | 3,038 | — | $28.39万 | 新建仓 |
| — | HOLOGIC INC | $28.33万 | 0.03% | 3,748 | 3,748 | — | $28.33万 | 新建仓 |
| FAST | FASTENAL CO | $28.31万 | 0.03% | 6,101 | 111 | 1.9% | $5,151 | 加仓 |
| THC | TENET HEALTHCARE CORP | $28.31万 | 0.03% | 1,500 | 1,500 | — | $28.31万 | 新建仓 |
| NDAQ | NASDAQ INC | $28.08万 | 0.03% | 3,308 | 147 | 4.7% | $1.25万 | 加仓 |
| BITQ | BITWISE FUNDS TRUST | $28.04万 | 0.03% | 14,867 | -82 | -0.5% | -$1,547 | 减仓 |
| IXUS | ISHARES TR | $27.99万 | 0.03% | 3,230 | 177 | 5.8% | $1.53万 | 加仓 |
| IDXX | IDEXX LABS INC | $27.98万 | 0.03% | 498 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $27.97万 | 0.03% | 9,115 | -6,969 | -43.3% | -$21.38万 | 减仓 |
| — | CALAMOS ETF TR | $27.62万 | 0.03% | 11,587 | 11,587 | — | $27.62万 | 新建仓 |
| SSO | PROSHARES TR | $27.54万 | 0.03% | 5,309 | -635 | -10.7% | -$3.29万 | 减仓 |
| — | ROUNDHILL ETF TRUST | $27.43万 | 0.03% | 10,105 | 1,080 | 12.0% | $2.93万 | 加仓 |
| IYW | ISHARES TR | $27.43万 | 0.03% | 1,512 | 144 | 10.5% | $2.61万 | 加仓 |
| ECL | ECOLAB INC | $27.40万 | 0.03% | 1,030 | 43 | 4.4% | $1.14万 | 加仓 |