13F 机构持仓

Claro Advisors Inc.

BOSTON MA · SEC CIK 0001764386

2026Q22026Q1 更早 9 个季度 🔒
$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
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 6.3%
IWF 4.0%
IWD 3.5%
VEA 3.1%
AAPL 3.0%
NVDA 2.5%
AMZN 2.2%
MSFT 2.1%
QQQ 2.0%
IUSB 1.9%

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
CF CF INDUSTRIES HOLD $30.59万0.03%2,825 1505.6% $1.62万 加仓
YUMC YUM CHINA HLDGS INC $30.54万0.03%7,473 450.6% $1,839 加仓
COF CAPITAL ONE FINL CORP $30.48万0.03%1,520 36431.5% $7.30万 加仓
EBAY EBAY INC. $30.47万0.03%2,727 -45-1.6% -$5,029 减仓
MDT MEDTRONIC PLC $30.36万0.03%3,880 51315.2% $4.01万 加仓
NYT NEW YORK TIMES CO MTN BE $30.18万0.03%4,312 -221-4.9% -$1.55万 减仓
SHY ISHARES TR $29.95万0.03%3,647 3,647— $29.95万 新建仓
YOU CLEAR SECURE INC $29.75万0.03%5,339 -37-0.7% -$2,062 减仓
ORI OLD REP INTL CORP $29.71万0.03%7,260 -813-10.1% -$3.33万 减仓
FAST FASTENAL CO $29.70万0.03%6,183 821.3% $3,938 加仓
AMP AMERIPRISE FINL INC $29.67万0.03%647 7913.9% $3.62万 加仓
ETH GRAYSCALE ETHEREUM STAKING $29.51万0.03%19,632 5,94543.4% $8.94万 加仓
SPTL SPDR SERIES TRUST $29.32万0.03%11,177 11,177— $29.32万 新建仓
PWR QUANTA SVCS INC $29.28万0.03%407 -2-0.5% -$1,439 减仓
— CALAMOS ETF TR $29.28万0.03%10,417 -53-0.5% -$1,490 减仓
YEAR AB ACTIVE ETFS INC $29.23万0.03%5,807 -1,697-22.6% -$8.54万 减仓
MUSA MURPHY USA INC $28.99万0.03%538 11126.0% $5.98万 加仓
CME CME GROUP INC $28.92万0.03%1,310 -15-1.1% -$3,311 减仓
ASML ASML HLDG NV $28.85万0.03%145 145— $28.85万 新建仓
ARKQ ARK ETF TR $28.41万0.03%2,148 -30-1.4% -$3,967 减仓
ILMN ILLUMINA INC $28.34万0.03%1,612 -74-4.4% -$1.30万 重新持有
NU NU HLDGS LTD $28.34万0.03%21,214 1990.9% $2,659 加仓
AMT AMERICAN TOWER CORP $27.69万0.03%1,693 31022.4% $5.07万 加仓
EFA ISHARES TR $27.62万0.03%2,659 -639-19.4% -$6.64万 减仓
NOW SERVICENOW INC $27.58万0.03%2,778 -896-24.4% -$8.90万 减仓
MD PEDIATRIX MEDICAL GROUP INC $27.42万0.03%10,827 10,827— $27.42万 新建仓
VOE VANGUARD INDEX FDS $27.41万0.03%1,387 -50-3.5% -$9,880 减仓
DVN DEVON ENERGY CORP NEW $27.25万0.03%6,594 6,594— $27.25万 新建仓
IEUR ISHARES TR $27.21万0.03%3,619 -2,248-38.3% -$16.90万 减仓
ECL ECOLAB INC $27.20万0.03%976 -54-5.2% -$1.51万 减仓
FNF FIDELITY NATL FINL INC $27.14万0.03%5,755 3366.2% $1.58万 加仓
TTC TORO CO $26.98万0.03%2,769 -269-8.9% -$2.62万 减仓
— INNOVATOR ETFS TRUST $26.79万0.03%7,470 -540-6.7% -$1.94万 减仓
FOXA FOX CORP $26.68万0.03%5,114 671.3% $3,495 加仓
HALO HALOZYME THERAPEUTICS INC $26.67万0.03%3,407 -165-4.6% -$1.29万 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $26.59万0.03%5,208 -663-11.3% -$3.38万 减仓
VMI VALMONT INDS INC $26.57万0.03%460 460— $26.57万 新建仓
MPC MARATHON PETE CORP $26.52万0.03%1,037 13915.5% $3.56万 加仓
DHI D R HORTON INC $26.49万0.03%1,626 -54-3.2% -$8,797 减仓
NAD NUVEEN QUALITY MUNCP INCOME $26.36万0.03%21,747 -19,000-46.6% -$23.03万 减仓
IPGP IPG PHOTONICS CORP $26.30万0.03%2,242 2,242— $26.30万 新建仓
HMN HORACE MANN EDUCATORS CORP N $26.26万0.03%5,085 350.7% $1,808 加仓
PAYX PAYCHEX INC $26.10万0.03%2,654 -917-25.7% -$9.02万 减仓
IDXX IDEXX LABS INC $26.01万0.03%494 -4-0.8% -$2,106 减仓
EFAV ISHARES TR $26.01万0.03%2,965 210.7% $1,842 加仓
ADM ARCHER DANIELS MIDLAND CO $25.93万0.03%3,394 2869.2% $2.18万 加仓
STT STATE STR CORP $25.90万0.03%1,527 1,527— $25.90万 新建仓
PSX PHILLIPS 66 $25.88万0.03%1,531 735.0% $1.23万 加仓
NDAQ NASDAQ INC $25.85万0.03%3,279 -29-0.9% -$2,286 减仓
ARKG ARK ETF TR $25.67万0.03%6,102 6,102— $25.67万 新建仓
CGBL CAPITAL GROUP CORE BALANCED $25.53万0.03%6,725 00.0% — 不变
PRDO PERDOCEO ED CORP $25.45万0.03%7,952 110.1% $352 加仓
MOAT VANECK ETF TRUST $25.38万0.03%2,441 -1,500-38.1% -$15.59万 减仓
EME EMCOR GROUP INC $25.15万0.03%303 -235-43.7% -$19.50万 减仓
SYY SYSCO CORP $24.97万0.03%2,988 371.3% $3,092 加仓
KR KROGER CO $24.91万0.03%4,485 2385.6% $1.32万 加仓
SEIC SEI INVTS CO $24.90万0.03%2,839 -186-6.1% -$1.63万 减仓
— ISHARES TR $24.84万0.03%9,375 9,375— $24.84万 新建仓
UNM UNUM GROUP $24.68万0.03%2,760 -236-7.9% -$2.11万 减仓
DINO HF SINCLAIR CORP $24.62万0.03%3,534 3,534— $24.62万 新建仓
HCI HCI GROUP INC $24.59万0.03%1,403 -45-3.1% -$7,886 减仓
NBIS NEBIUS GROUP N.V. $24.50万0.03%887 887— $24.50万 新建仓
SCHV SCHWAB STRATEGIC TR $24.46万0.03%7,026 -502-6.7% -$1.75万 减仓
WAB WABTEC $24.36万0.03%903 -16-1.7% -$4,316 减仓
CVSA COVISTA INC $24.30万0.03%1,949 593.1% $7,355 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $24.00万0.03%1,716 20.1% $280 加仓
ICSH ISHARES TR $23.99万0.03%4,743 420.9% $2,125 加仓
SYF SYNCHRONY FINANCIAL $23.96万0.03%3,150 1193.9% $9,051 加仓
TGT TARGET CORP $23.92万0.03%1,831 241.3% $3,135 加仓
TRGP TARGA RES CORP $23.73万0.02%885 -74-7.7% -$1.98万 减仓
— BONDBLOXX ETF TRUST $23.69万0.02%4,693 48911.6% $2.47万 加仓
DAL DELTA AIR LINES INC $23.60万0.02%2,520 2,520— $23.60万 新建仓
CNA CNA FINL CORP $23.56万0.02%4,847 -1-0.0% -$49 减仓
IWC ISHARES TR $23.46万0.02%1,173 1,173— $23.46万 新建仓
RUSHA RUSH ENTERPRISES INC $23.37万0.02%3,202 90.3% $657 加仓
HELO J P MORGAN EXCHANGE TRADED F $23.32万0.02%3,450 00.0% — 不变
HAS HASBRO INC $23.23万0.02%2,813 2,813— $23.23万 新建仓
FOX FOX CORP $23.06万0.02%4,924 190.4% $890 加仓
TER TERADYNE INC $22.93万0.02%474 474— $22.93万 新建仓
CLX CLOROX CO DEL $22.93万0.02%2,402 2,402— $22.93万 新建仓
BYD BOYD GAMING CORP $22.89万0.02%2,591 230.9% $2,032 加仓
FTMA PUTNAM ETF TRUST $22.88万0.02%25,079 2,74612.3% $2.51万 加仓
— ROUNDHILL ETF TRUST $22.59万0.02%7,638 -2,467-24.4% -$7.29万 减仓
CHRW C H ROBINSON WORLDWIDE IN $22.49万0.02%1,194 -16-1.3% -$3,013 减仓
AZN ASTRAZENECA PLC $22.48万0.02%1,185 -19-1.6% -$3,604 减仓
PJT PJT PARTNERS INC $22.44万0.02%1,487 -101-6.4% -$1.52万 减仓
DE DEERE & CO $22.44万0.02%354 354— $22.44万 新建仓
FGD FIRST TR EXCHANGE-TRADED FD $22.40万0.02%7,001 -178-2.5% -$5,694 减仓
ICE INTERCONTINENTAL EXCHANGE IN $22.37万0.02%1,817 -226-11.1% -$2.78万 减仓
— ROUNDHILL ETF TRUST $22.36万0.02%13,527 -1,063-7.3% -$1.76万 减仓
THC TENET HEALTHCARE CORP $22.32万0.02%1,193 -307-20.5% -$5.74万 减仓
MAS MASCO CORP $22.27万0.02%2,737 2,737— $22.27万 新建仓
CNC CENTENE CORP DEL $22.16万0.02%3,452 -1,537-30.8% -$9.87万 重新持有
MRSH MARSH & MCLENNAN COS INC $22.14万0.02%1,328 -203-13.3% -$3.38万 减仓
ITW ILLINOIS TOOL WKS INC $22.13万0.02%818 -40-4.7% -$1.08万 减仓
VYM VANGUARD WHITEHALL FDS $22.03万0.02%1,394 -147-9.5% -$2.32万 重新持有
SLV ISHARES SILVER TR $21.99万0.02%4,113 -130-3.1% -$6,951 减仓
IEI ISHARES TR $21.95万0.02%1,869 -2,271-54.9% -$26.68万 减仓
MMIT NEW YORK LIFE INVTS ACTIVE E $21.91万0.02%9,000 00.0% — 不变
AFG AMERICAN FINANCIAL GROUP INC $21.89万0.02%1,564 1,564— $21.89万 新建仓