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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,519.39万 | 5.44% | 75,632 | 12,863 | 20.5% | $768.63万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,740.29万 | 3.30% | 427,636 | 414,670 | 3,198.1% | $2,657.21万 | 加仓 |
| IWD | ISHARES TR | $2,724.04万 | 3.28% | 127,488 | -2,514 | -1.9% | -$53.72万 | 减仓 |
| IWF | ISHARES TR | $2,582.63万 | 3.11% | 60,568 | 206 | 0.3% | $8.78万 | 加仓 |
| AAPL | APPLE INC | $2,477.53万 | 2.98% | 97,621 | 8,820 | 9.9% | $223.84万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,072.82万 | 2.50% | 118,854 | 15,059 | 14.5% | $262.63万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,956.28万 | 2.36% | 52,848 | 10,816 | 25.7% | $400.38万 | 加仓 |
| AMZN | AMAZON COM INC | $1,826.21万 | 2.20% | 87,685 | 22,938 | 35.4% | $477.73万 | 加仓 |
| IUSB | ISHARES TR | $1,575.47万 | 1.90% | 341,084 | 35,281 | 11.5% | $162.96万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,520.53万 | 1.83% | 472,905 | 472,905 | — | $1,520.53万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $1,507.63万 | 1.82% | 26,121 | 889 | 3.5% | $51.31万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,393.50万 | 1.68% | 21,427 | -794 | -3.6% | -$51.64万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $1,385.00万 | 1.67% | 238,054 | -60,352 | -20.2% | -$351.13万 | 减仓 |
| IVV | ISHARES TR | $1,361.52万 | 1.64% | 20,844 | 1,670 | 8.7% | $109.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,190.26万 | 1.43% | 40,463 | 1,854 | 4.8% | $54.54万 | 加仓 |
| META | META PLATFORMS INC | $958.38万 | 1.15% | 16,751 | 1,478 | 9.7% | $84.56万 | 加仓 |
| GOOGL | ALPHABET INC | $952.36万 | 1.15% | 33,119 | 4,401 | 15.3% | $126.55万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $926.21万 | 1.12% | 171,362 | 171,362 | — | $926.21万 | 新建仓 |
| AVGO | BROADCOM INC | $897.46万 | 1.08% | 28,996 | 3,678 | 14.5% | $113.84万 | 加仓 |
| QUAL | ISHARES TR | $874.67万 | 1.05% | 45,601 | -2,986 | -6.1% | -$57.27万 | 减仓 |
| GOOG | ALPHABET INC | $845.71万 | 1.02% | 29,482 | 3,338 | 12.8% | $95.75万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $836.92万 | 1.01% | 26,088 | 11,250 | 75.8% | $360.91万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $781.44万 | 0.94% | 37,560 | 919 | 2.5% | $19.12万 | 加仓 |
| IEMG | ISHARES INC | $754.36万 | 0.91% | 108,153 | -58,406 | -35.1% | -$407.38万 | 减仓 |
| — | EXXON MOBIL CORP | $735.21万 | 0.89% | 43,334 | 1,574 | 3.8% | $26.70万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $691.07万 | 0.83% | 190,798 | 5,458 | 2.9% | $19.77万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $644.05万 | 0.78% | 221,094 | 189 | 0.1% | $5,506 | 加仓 |
| HUBS | HUBSPOT INC | $608.49万 | 0.73% | 24,928 | 24,928 | — | $608.49万 | 新建仓 |
| MTUM | ISHARES TR | $603.49万 | 0.73% | 25,147 | 1,036 | 4.3% | $24.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $552.23万 | 0.67% | 22,592 | 973 | 4.5% | $23.78万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $543.63万 | 0.65% | 79,618 | 437 | 0.6% | $2.98万 | 加仓 |
| TSLA | TESLA INC | $539.93万 | 0.65% | 14,524 | 2,242 | 18.3% | $83.35万 | 加仓 |
| WMT | WALMART INC | $529.40万 | 0.64% | 42,597 | 5,709 | 15.5% | $70.95万 | 加仓 |
| GLDM | WORLD GOLD TR | $525.89万 | 0.63% | 56,736 | 56,736 | — | $525.89万 | 新建仓 |
| ABBV | ABBVIE INC | $508.72万 | 0.61% | 23,390 | 1,861 | 8.6% | $40.48万 | 加仓 |
| VB | VANGUARD INDEX FDS | $492.41万 | 0.59% | 18,800 | 539 | 3.0% | $14.12万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $484.39万 | 0.58% | 85,461 | 2,888 | 3.5% | $16.37万 | 加仓 |
| SHLD | GLOBAL X FDS | $473.09万 | 0.57% | 66,783 | 19,493 | 41.2% | $138.09万 | 加仓 |
| IEFA | ISHARES TR | $463.48万 | 0.56% | 51,197 | 23,610 | 85.6% | $213.74万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $437.09万 | 0.53% | 82,845 | -7,345 | -8.1% | -$38.75万 | 减仓 |
| ITOT | ISHARES TR | $435.77万 | 0.52% | 30,595 | 2,497 | 8.9% | $35.57万 | 加仓 |
| OEF | ISHARES TR | $425.93万 | 0.51% | 13,391 | 3,259 | 32.2% | $103.66万 | 加仓 |
| HD | HOME DEPOT INC | $403.83万 | 0.49% | 12,278 | 614 | 5.3% | $20.19万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $394.09万 | 0.47% | 27,284 | -344 | -1.2% | -$4.97万 | 减仓 |
| IJH | ISHARES TR | $386.96万 | 0.47% | 57,302 | 2,660 | 4.9% | $17.96万 | 加仓 |
| KLAC | KLA CORP | $383.18万 | 0.46% | 2,602 | 10 | 0.4% | $1.47万 | 加仓 |
| TLH | ISHARES TR | $380.56万 | 0.46% | 37,784 | 5,144 | 15.8% | $51.81万 | 加仓 |
| CSCO | CISCO SYS INC | $370.70万 | 0.45% | 47,777 | 2,880 | 6.4% | $22.35万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $367.83万 | 0.44% | 60,862 | -267 | -0.4% | -$1.61万 | 减仓 |
| SGOV | ISHARES TR | $367.32万 | 0.44% | 36,491 | 7,226 | 24.7% | $72.74万 | 加仓 |
| MCD | MCDONALDS CORP | $354.96万 | 0.43% | 11,421 | 258 | 2.3% | $8.02万 | 加仓 |
| SMH | VANECK ETF TRUST | $350.38万 | 0.42% | 9,139 | 194 | 2.2% | $7.44万 | 加仓 |
| LLY | ELI LILLY & CO | $346.54万 | 0.42% | 3,768 | 633 | 20.2% | $58.22万 | 加仓 |
| — | HONEYWELL INTL INC | $319.70万 | 0.39% | 14,144 | 214 | 1.5% | $4.84万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $318.95万 | 0.38% | 128,041 | 114,746 | 863.1% | $285.83万 | 加仓 |
| CSHI | NEOS ETF TRUST | $314.09万 | 0.38% | 63,096 | -23,904 | -27.5% | -$118.99万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $311.82万 | 0.38% | 66,414 | 6,563 | 11.0% | $30.81万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $297.32万 | 0.36% | 61,877 | 16,260 | 35.6% | $78.13万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $296.20万 | 0.36% | 37,465 | 2,338 | 6.7% | $18.48万 | 加仓 |
| NFLX | NETFLIX INC. | $287.91万 | 0.35% | 29,944 | 2,362 | 8.6% | $22.71万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $271.80万 | 0.33% | 29,128 | -190 | -0.6% | -$1.77万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $264.91万 | 0.32% | 53,099 | 1,024 | 2.0% | $5.11万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $262.53万 | 0.32% | 29,135 | 2,157 | 8.0% | $19.44万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $256.85万 | 0.31% | 49,461 | 3,406 | 7.4% | $17.69万 | 加仓 |
| IWM | ISHARES TR | $244.17万 | 0.29% | 9,846 | 602 | 6.5% | $14.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $243.26万 | 0.29% | 2,441 | 337 | 16.0% | $33.58万 | 加仓 |
| IGSB | ISHARES TR | $242.63万 | 0.29% | 46,162 | -1,183 | -2.5% | -$6.22万 | 减仓 |
| TJX | TJX COS INC NEW | $232.42万 | 0.28% | 14,554 | 1,931 | 15.3% | $30.84万 | 加仓 |
| BAC | BANK AMERICA CORP | $227.95万 | 0.27% | 46,759 | 3,741 | 8.7% | $18.24万 | 加仓 |
| MUB | ISHARES TR | $220.04万 | 0.27% | 20,729 | 2,591 | 14.3% | $27.50万 | 加仓 |
| ETN | EATON CORP PLC | $215.25万 | 0.26% | 6,018 | -29 | -0.5% | -$1.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $209.45万 | 0.25% | 4,371 | 823 | 23.2% | $39.44万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $208.22万 | 0.25% | 7,139 | 1,112 | 18.5% | $32.43万 | 加仓 |
| MCK | MCKESSON CORP | $208.07万 | 0.25% | 2,404 | 404 | 20.2% | $34.97万 | 加仓 |
| V | VISA INC | $205.81万 | 0.25% | 6,809 | 1,058 | 18.4% | $31.98万 | 加仓 |
| PEP | PEPSICO INC | $204.38万 | 0.25% | 13,161 | -2,595 | -16.5% | -$40.30万 | 减仓 |
| IAU | ISHARES GOLD TR | $203.02万 | 0.24% | 23,029 | -20,139 | -46.7% | -$177.55万 | 减仓 |
| IWP | ISHARES TR | $195.06万 | 0.23% | 15,225 | -55 | -0.4% | -$7,047 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $186.68万 | 0.22% | 39,693 | -12,127 | -23.4% | -$57.03万 | 减仓 |
| CALF | PACER FDS TR | $185.88万 | 0.22% | 41,427 | -708 | -1.7% | -$3.18万 | 减仓 |
| MGC | VANGUARD WORLD FD | $184.38万 | 0.22% | 7,801 | -37,627 | -82.8% | -$889.32万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $181.61万 | 0.22% | 9,159 | -453 | -4.7% | -$8.98万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $180.82万 | 0.22% | 33,148 | 4,208 | 14.5% | $22.95万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $180.18万 | 0.22% | 11,141 | 6,893 | 162.3% | $111.48万 | 加仓 |
| CAIE | CALAMOS ETF TR | $179.97万 | 0.22% | 71,589 | 1,410 | 2.0% | $3.54万 | 加仓 |
| GLD | SPDR GOLD TR | $173.67万 | 0.21% | 4,036 | 806 | 25.0% | $34.68万 | 加仓 |
| IRM | IRON MTN INC DEL | $170.97万 | 0.21% | 16,739 | 224 | 1.4% | $2.29万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $169.08万 | 0.20% | 12,899 | 127 | 1.0% | $1.66万 | 加仓 |
| CB | CHUBB LTD SWITZ | $166.39万 | 0.20% | 5,105 | 37 | 0.7% | $1.21万 | 加仓 |
| RTX | RTX CORPORATION | $165.52万 | 0.20% | 8,581 | 469 | 5.8% | $9.05万 | 加仓 |
| BLK | BLACKROCK INC | $164.30万 | 0.20% | 1,708 | 17 | 1.0% | $1.64万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $164.29万 | 0.20% | 2,718 | 335 | 14.1% | $20.25万 | 加仓 |
| ORCL | ORACLE CORP | $161.19万 | 0.19% | 10,957 | -468 | -4.1% | -$6.88万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $159.17万 | 0.19% | 56,848 | 2,444 | 4.5% | $6.84万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $158.52万 | 0.19% | 9,888 | -285 | -2.8% | -$4.57万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $157.72万 | 0.19% | 12,046 | 243 | 2.1% | $3.18万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $153.48万 | 0.18% | 63,135 | 1,032 | 1.7% | $2.51万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $152.33万 | 0.18% | 46,930 | -290 | -0.6% | -$9,413 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $152.19万 | 0.18% | 25,092 | 7,724 | 44.5% | $46.85万 | 加仓 |
| DIS | DISNEY WALT CO | $151.93万 | 0.18% | 15,763 | 809 | 5.4% | $7.80万 | 加仓 |