13F 机构持仓

Claro Advisors Inc.

BOSTON MA · SEC CIK 0001764386

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$9.53亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 5.4%
VEA 3.3%
IWD 3.3%
IWF 3.1%
AAPL 3.0%
NVDA 2.5%
MSFT 2.4%
AMZN 2.2%
IUSB 1.9%
CORO 1.8%

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
QQQI NEOS ETF TRUST $27.21万0.03%5,477 1422.7% $7,056 加仓
ETH GRAYSCALE ETHEREUM STAKING $27.18万0.03%13,687 -1,133-7.6% -$2.25万 减仓
— INNOVATOR ETFS TRUST $26.91万0.03%8,010 2002.6% $6,718 加仓
EFAV ISHARES TR $26.90万0.03%2,944 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $26.84万0.03%3,525 3,525— $26.84万 新建仓
ETW EATON VANCE TAX-MANAGED GLOB $26.75万0.03%30,472 -790-2.5% -$6,936 减仓
ELV ELEVANCE HEALTH INC FORMERLY $26.59万0.03%908 -131-12.6% -$3.84万 减仓
MRSH MARSH & MCLENNAN COS INC $26.56万0.03%1,531 -4-0.3% -$694 减仓
PSX PHILLIPS 66 $26.55万0.03%1,458 1,458— $26.55万 新建仓
VOE VANGUARD INDEX FDS $26.48万0.03%1,437 29625.9% $5.45万 加仓
APP APPLOVIN CORP $26.35万0.03%662 243.8% $9,552 加仓
FOX FOX CORP $26.05万0.03%4,905 4,905— $26.05万 新建仓
YOU CLEAR SECURE INC $26.03万0.03%5,376 5,376— $26.03万 新建仓
BST BLACKROCK SCIENCE & TECHNOLO $25.64万0.03%7,054 -31-0.4% -$1,127 减仓
XLP SELECT SECTOR SPDR TR $25.56万0.03%3,118 3,118— $25.56万 新建仓
FIX COMFORT SYS USA INC $25.51万0.03%185 185— $25.51万 新建仓
PCG PG&E CORP $25.40万0.03%14,455 9897.3% $1.74万 加仓
AMP AMERIPRISE FINL INC $25.25万0.03%568 568— $25.25万 新建仓
EBAY EBAY INC. $25.23万0.03%2,772 2,772— $25.23万 新建仓
FNF FIDELITY NATL FINL INC $25.13万0.03%5,419 5,419— $25.13万 新建仓
LOW LOWES COS INC $24.70万0.03%1,045 16418.6% $3.88万 加仓
NTCT NETSCOUT SYS INC $24.63万0.03%7,748 7,748— $24.63万 新建仓
IDCC INTERDIGITAL INC $24.52万0.03%812 812— $24.52万 新建仓
ARKQ ARK ETF TR $24.50万0.03%2,178 -20-0.9% -$2,249 减仓
AIZ ASSURANT INC $24.35万0.03%1,118 1,118— $24.35万 新建仓
UL UNILEVER PLC $24.26万0.03%4,259 -6-0.1% -$342 减仓
APH AMPHENOL CORP $24.21万0.03%1,916 935.1% $1.17万 加仓
BSJQ INVESCO EXCH TRD SLF IDX FD $24.12万0.03%10,407 -1,190-10.3% -$2.76万 减仓
TRGP TARGA RES CORP $24.05万0.03%959 959— $24.05万 新建仓
MCRI MONARCH CASINO & RESORT INC $23.90万0.03%2,500 2,500— $23.90万 新建仓
AMT AMERICAN TOWER CORP $23.87万0.03%1,383 -101-6.8% -$1.74万 减仓
EWBC EAST WEST BANCORP INC $23.80万0.03%2,229 80.4% $854 加仓
ICSH ISHARES TR $23.80万0.03%4,701 59314.4% $3.00万 加仓
AZN ASTRAZENECA PLC $23.75万0.03%1,204 1,204— $23.75万 新建仓
SEIC SEI INVTS CO $23.74万0.03%3,025 3,025— $23.74万 新建仓
— GRAYSCALE ETHEREUM STAKING E $23.62万0.03%13,838 -195-1.4% -$3,329 减仓
CNX CNX RES CORP $23.54万0.03%6,106 6,106— $23.54万 新建仓
CALM CAL MAINE FOODS INC $23.42万0.03%2,959 2,959— $23.42万 新建仓
NXH BED BATH & BEYOND INC $23.39万0.03%50,401 2,2764.7% $1.06万 加仓
MSTR STRATEGY INC $23.35万0.03%1,871 181.0% $2,246 加仓
FTDR FRONTDOOR INC $23.32万0.03%4,412 4,412— $23.32万 新建仓
BMNR BITMINE IMMERSION TECNOLOGIE $23.31万0.03%11,786 11,786— $23.31万 新建仓
PYPL PAYPAL HLDGS INC $23.18万0.03%5,126 3878.2% $1.75万 加仓
CGBL CAPITAL GROUP CORE BALANCED $23.14万0.03%6,725 00.0% — 不变
HALO HALOZYME THERAPEUTICS INC $23.09万0.03%3,572 3,572— $23.09万 新建仓
DHI D R HORTON INC $23.05万0.03%1,680 1,680— $23.05万 新建仓
SCHV SCHWAB STRATEGIC TR $22.96万0.03%7,528 7,528— $22.96万 新建仓
WAB WABTEC $22.96万0.03%919 919— $22.96万 新建仓
FGD FIRST TR EXCHANGE-TRADED FD $22.92万0.03%7,179 30.0% $96 加仓
— INVESCO ACTIVELY MANAGED EXC $22.88万0.03%9,171 -2,051-18.3% -$5.12万 减仓
ADM ARCHER DANIELS MIDLAND CO $22.60万0.03%3,108 3,108— $22.60万 新建仓
PWR QUANTA SVCS INC $22.43万0.03%409 409— $22.43万 新建仓
HCI HCI GROUP INC $22.39万0.03%1,448 1,448— $22.39万 新建仓
NXST NEXSTAR MEDIA GROUP INC $22.37万0.03%1,237 1,237— $22.37万 新建仓
ITW ILLINOIS TOOL WKS INC $22.34万0.03%858 858— $22.34万 新建仓
CNA CNA FINL CORP $22.26万0.03%4,848 4,848— $22.26万 新建仓
PJT PJT PARTNERS INC $22.18万0.03%1,588 1,588— $22.18万 新建仓
— SUPERNUS PHARMACEUTICALS $22.10万0.03%4,275 4,275— $22.10万 新建仓
HELO J P MORGAN EXCHANGE TRADED F $22.05万0.03%3,450 00.0% — 不变
DELL DELL TECHNOLOGIES INC $22.03万0.03%1,342 -82-5.8% -$1.35万 重新持有
MPC MARATHON PETE CORP $21.94万0.03%898 898— $21.94万 新建仓
TGT TARGET CORP $21.90万0.03%1,807 1,807— $21.90万 新建仓
UNM UNUM GROUP $21.88万0.03%2,996 2,996— $21.88万 新建仓
CVSA COVISTA INC $21.78万0.03%1,890 1,890— $21.78万 新建仓
MMIT NEW YORK LIFE INVTS ACTIVE E $21.69万0.03%9,000 00.0% — 不变
HMN HORACE MANN EDUCATORS CORP N $21.55万0.03%5,050 5,050— $21.55万 新建仓
CASY CASEYS GEN STORES INC $21.54万0.03%296 296— $21.54万 新建仓
TMUS T-MOBILE US INC $21.52万0.03%1,024 1,024— $21.52万 新建仓
SCHP SCHWAB STRATEGIC TR $21.52万0.03%8,086 8,086— $21.52万 新建仓
MMIN NEW YORK LIFE INVTS ACTIVE E $21.34万0.03%9,000 00.0% — 不变
FTI TECHNIPFMC PLC $21.31万0.03%3,082 3,082— $21.31万 新建仓
HURN HURON CONSULTING GROUP INC $21.19万0.03%1,662 1,662— $21.19万 新建仓
IGV ISHARES TR $21.13万0.03%2,640 2,640— $21.13万 新建仓
RUSHA RUSH ENTERPRISES INC $21.11万0.03%3,193 3,193— $21.11万 新建仓
BYD BOYD GAMING CORP $21.10万0.03%2,568 2,568— $21.10万 新建仓
COF CAPITAL ONE FINL CORP $21.10万0.03%1,156 787.2% $1.42万 加仓
MUSA MURPHY USA INC $21.09万0.03%427 427— $21.09万 新建仓
SYY SYSCO CORP $21.05万0.03%2,951 2,951— $21.05万 新建仓
WDC WESTERN DIGITAL CORP $21.02万0.03%777 777— $21.02万 新建仓
RING ISHARES INC $20.98万0.03%2,656 -555-17.3% -$4.38万 减仓
— BONDBLOXX ETF TRUST $20.95万0.03%4,204 4,204— $20.95万 新建仓
FEX FIRST TR EXCHANGE-TRADED ALP $20.89万0.03%1,714 30.2% $366 加仓
— INNOVATOR ETFS TRUST $20.80万0.03%7,164 -429-5.6% -$1.25万 减仓
LNG CHENIERE ENERGY INC $20.80万0.03%733 733— $20.80万 新建仓
SPYD SPDR SERIES TRUST $20.77万0.03%4,564 -1,765-27.9% -$8.03万 减仓
JBL JABIL INC $20.67万0.02%778 778— $20.67万 新建仓
SYF SYNCHRONY FINANCIAL $20.62万0.02%3,031 3,031— $20.62万 新建仓
TBIL RBB FD INC $20.29万0.02%4,070 4,070— $20.29万 新建仓
BSX BOSTON SCIENTIFIC CORP $20.26万0.02%3,229 -619-16.1% -$3.88万 减仓
BCO BRINKS CO $20.24万0.02%1,953 1,953— $20.24万 新建仓
SNOW SNOWFLAKE INC $20.12万0.02%1,334 40.3% $603 加仓
LOPE GRAND CANYON ED INC $20.11万0.02%1,183 1,183— $20.11万 新建仓
ENVA ENOVA INTL INC $20.10万0.02%1,480 1,480— $20.10万 新建仓
CHRW C H ROBINSON WORLDWIDE IN $20.09万0.02%1,210 1,210— $20.09万 新建仓
FTMA PUTNAM ETF TRUST $20.02万0.02%22,333 22,333— $20.02万 新建仓
BSOL BITWISE SOLANA STAKING ETF $17.75万0.02%16,061 1210.8% $1,337 加仓
PCT PURECYCLE TECHNOLOGIES INC $17.57万0.02%33,851 -3-0.0% -$16 减仓
RIVN RIVIAN AUTOMOTIVE INC $16.55万0.02%10,999 670.6% $1,008 加仓
BBLU EA SERIES TRUST $15.81万0.02%10,712 00.0% — 不变
IEP ICAHN ENTERPRISES LP $14.56万0.02%19,280 2,25013.2% $1.70万 加仓