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
FCFS FIRSTCASH HOLDINGS INC $21.87万0.02%1,011 1,011— $21.87万 新建仓
— INNOVATOR ETFS TRUST $21.85万0.02%6,665 -499-7.0% -$1.64万 减仓
MMIN NEW YORK LIFE INVTS ACTIVE E $21.79万0.02%9,000 00.0% — 不变
IDCC INTERDIGITAL INC $21.72万0.02%767 -45-5.5% -$1.27万 减仓
PCG PG&E CORP $21.65万0.02%12,870 -1,585-11.0% -$2.67万 减仓
EEMV ISHARES INC $21.61万0.02%2,870 2,870— $21.61万 新建仓
QTUM ETF SER SOLUTIONS $21.54万0.02%1,303 1,303— $21.54万 新建仓
SCHP SCHWAB STRATEGIC TR $21.31万0.02%8,040 -46-0.6% -$1,219 减仓
JCI JOHNSON CONTROLS INTERNATION $21.09万0.02%1,444 1,444— $21.09万 新建仓
— GRAYSCALE COINDESK CRYPTO $20.92万0.02%7,929 -1,374-14.8% -$3.63万 减仓
BSJQ INVESCO EXCH TRD SLF IDX FD $20.88万0.02%9,097 -1,310-12.6% -$3.01万 减仓
— INVESCO ACTIVELY MANAGED EXC $20.79万0.02%8,338 -833-9.1% -$2.08万 减仓
CMI CUMMINS INC $20.70万0.02%290 290— $20.70万 新建仓
EVR EVERCORE INC $20.69万0.02%606 606— $20.69万 新建仓
APA APA CORPORATION $20.59万0.02%6,320 6,320— $20.59万 新建仓
LOW LOWES COS INC $20.39万0.02%925 -120-11.5% -$2.65万 减仓
LDOS LEIDOS HOLDINGS INC $20.33万0.02%1,974 -525-21.0% -$5.41万 减仓
HCA HCA HEALTHCARE INC $20.28万0.02%520 -308-37.2% -$12.01万 减仓
EMB ISHARES TR $20.22万0.02%2,096 -590-22.0% -$5.69万 重新持有
XYZ BLOCK INC $20.18万0.02%2,655 -677-20.3% -$5.15万 重新持有
NXPI NXP SEMICONDUCTORS N V $20.08万0.02%715 715— $20.08万 新建仓
RIVN RIVIAN AUTOMOTIVE INC $18.36万0.02%10,584 -415-3.8% -$7,200 减仓
— GRAYSCALE ETHEREUM STAKING E $18.30万0.02%14,338 5003.6% $6,380 加仓
PBI PITNEY BOWES INC $17.77万0.02%10,141 10,141— $17.77万 新建仓
BBLU EA SERIES TRUST $17.68万0.02%10,712 00.0% — 不变
TALO TALOS ENERGY INC $15.37万0.02%11,905 11,905— $15.37万 新建仓
BSOL BITWISE SOLANA STAKING ETF $13.70万0.01%13,685 -2,376-14.8% -$2.38万 减仓
— ROUNDHILL ETF TRUST $12.19万0.01%15,406 -14,905-49.2% -$11.80万 减仓
— CLEANCORE SOLUTIONS INC $10.81万0.01%131,875 8,6007.0% $7,052 加仓
— AGENUS INC $10.21万0.01%33,350 33,350— $10.21万 新建仓
ADT ADT INC DEL $8.01万0.01%12,328 -1,335-9.8% -$8,678 减仓
RZLV REZOLVE AI PLC $3.31万0.00%10,514 -9,334-47.0% -$2.94万 减仓
AUTL AUTOLUS THERAPEUTICS LTD $2.00万0.00%12,500 00.0% — 不变
FDN FIRST TR EXCHANGE-TRADED FD $00.00%0 -1,858-100.0% -$43.47万 清仓
— ISHARES TR $00.00%0 -4,913-100.0% -$41.24万 清仓
FXU FIRST TR EXCHANGE-TRADED FD $00.00%0 -8,092-100.0% -$40.13万 清仓
FSK FS KKR CAP CORP $00.00%0 -36,700-100.0% -$37.36万 清仓
MISL FIRST TR EXCHANGE-TRADED FD $00.00%0 -7,824-100.0% -$34.98万 清仓
ULTA ULTA BEAUTY INC $00.00%0 -617-100.0% -$32.25万 清仓
BUG GLOBAL X FDS $00.00%0 -12,655-100.0% -$31.78万 清仓
FXO FIRST TR EXCHANGE-TRADED FD $00.00%0 -5,611-100.0% -$31.53万 清仓
— CSG SYS INTL INC $00.00%0 -3,707-100.0% -$29.63万 清仓
DHR DANAHER CORP DEL $00.00%0 -1,547-100.0% -$29.33万 清仓
— HOLOGIC INC $00.00%0 -3,748-100.0% -$28.33万 清仓
SCHD SCHWAB STRATEGIC TR $00.00%0 -9,115-100.0% -$27.97万 清仓
ETW EATON VANCE TAX-MANAGED GLOB $00.00%0 -30,472-100.0% -$26.75万 清仓
BST BLACKROCK SCIENCE & TECHNOLO $00.00%0 -7,054-100.0% -$25.64万 清仓
XLP SELECT SECTOR SPDR TR $00.00%0 -3,118-100.0% -$25.56万 清仓
UL UNILEVER PLC $00.00%0 -4,259-100.0% -$24.26万 清仓
EWBC EAST WEST BANCORP INC $00.00%0 -2,229-100.0% -$23.80万 清仓
CNX CNX RES CORP $00.00%0 -6,106-100.0% -$23.54万 清仓
CALM CAL MAINE FOODS INC $00.00%0 -2,959-100.0% -$23.42万 清仓
MSTR STRATEGY INC $00.00%0 -1,871-100.0% -$23.35万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -5,126-100.0% -$23.18万 清仓
NXST NEXSTAR MEDIA GROUP INC $00.00%0 -1,237-100.0% -$22.37万 清仓
— SUPERNUS PHARMACEUTICALS $00.00%0 -4,275-100.0% -$22.10万 清仓
CASY CASEYS GEN STORES INC $00.00%0 -296-100.0% -$21.54万 清仓
TMUS T-MOBILE US INC $00.00%0 -1,024-100.0% -$21.52万 清仓
FTI TECHNIPFMC PLC $00.00%0 -3,082-100.0% -$21.31万 清仓
HURN HURON CONSULTING GROUP INC $00.00%0 -1,662-100.0% -$21.19万 清仓
IGV ISHARES TR $00.00%0 -2,640-100.0% -$21.13万 清仓
RING ISHARES INC $00.00%0 -2,656-100.0% -$20.98万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -733-100.0% -$20.80万 清仓
SPYD SPDR SERIES TRUST $00.00%0 -4,564-100.0% -$20.77万 清仓
JBL JABIL INC $00.00%0 -778-100.0% -$20.67万 清仓
TBIL RBB FD INC $00.00%0 -4,070-100.0% -$20.29万 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -3,229-100.0% -$20.26万 清仓
BCO BRINKS CO $00.00%0 -1,953-100.0% -$20.24万 清仓
LOPE GRAND CANYON ED INC $00.00%0 -1,183-100.0% -$20.11万 清仓
IEP ICAHN ENTERPRISES LP $00.00%0 -19,280-100.0% -$14.56万 清仓
WU WESTERN UN CO $00.00%0 -11,811-100.0% -$10.31万 清仓
— EPSILON ENERGY LTD $00.00%0 -13,298-100.0% -$8.19万 清仓