Claro Advisors Inc.
BOSTON MA · SEC CIK 0001764386
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $5,977.33万 | 6.27% | 87,030 | 11,398 | 15.1% | $782.83万 | 加仓 |
| IWF | ISHARES TR | $3,781.36万 | 3.97% | 304,531 | 62,259 | 25.7% | $773.07万 | 加仓 |
| IWD | ISHARES TR | $3,346.66万 | 3.51% | 138,046 | 10,558 | 8.3% | $255.96万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,960.93万 | 3.11% | 415,569 | -12,067 | -2.8% | -$85.98万 | 减仓 |
| AAPL | APPLE INC | $2,832.22万 | 2.97% | 97,879 | 258 | 0.3% | $7.47万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,382.25万 | 2.50% | 119,059 | 205 | 0.2% | $4.10万 | 加仓 |
| AMZN | AMAZON COM INC | $2,074.10万 | 2.18% | 87,023 | -662 | -0.8% | -$15.78万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,982.79万 | 2.08% | 53,155 | 307 | 0.6% | $11.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,891.85万 | 1.99% | 25,691 | -430 | -1.6% | -$31.66万 | 减仓 |
| IUSB | ISHARES TR | $1,809.72万 | 1.90% | 392,139 | 51,055 | 15.0% | $235.62万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,771.89万 | 1.86% | 260,533 | 22,479 | 9.4% | $152.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,572.86万 | 1.65% | 21,062 | -365 | -1.7% | -$27.26万 | 减仓 |
| IVV | ISHARES TR | $1,551.34万 | 1.63% | 20,715 | -129 | -0.6% | -$9.66万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,347.72万 | 1.41% | 368,231 | -104,674 | -22.1% | -$383.11万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,322.12万 | 1.39% | 40,391 | -72 | -0.2% | -$2.36万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $1,202.40万 | 1.26% | 42,104 | 4,544 | 12.1% | $129.77万 | 加仓 |
| GOOGL | ALPHABET INC | $1,190.23万 | 1.25% | 33,305 | 186 | 0.6% | $6.65万 | 加仓 |
| AVGO | BROADCOM INC | $1,114.09万 | 1.17% | 29,493 | 497 | 1.7% | $18.77万 | 加仓 |
| GOOG | ALPHABET INC | $1,060.69万 | 1.11% | 30,020 | 538 | 1.8% | $19.01万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,004.95万 | 1.05% | 168,361 | -3,001 | -1.8% | -$17.91万 | 减仓 |
| META | META PLATFORMS INC | $984.00万 | 1.03% | 17,469 | 718 | 4.3% | $40.44万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $946.52万 | 0.99% | 25,579 | -509 | -2.0% | -$18.83万 | 减仓 |
| IEMG | ISHARES INC | $875.99万 | 0.92% | 105,745 | -2,408 | -2.2% | -$19.95万 | 减仓 |
| KLAC | KLA CORP | $786.64万 | 0.83% | 26,073 | 53 | 0.2% | $1.60万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $764.80万 | 0.80% | 226,006 | 4,912 | 2.2% | $16.62万 | 加仓 |
| SMH | VANECK ETF TRUST | $746.12万 | 0.78% | 11,376 | 2,237 | 24.5% | $146.72万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $683.68万 | 0.72% | 84,343 | 4,725 | 5.9% | $38.30万 | 加仓 |
| MTUM | ISHARES TR | $681.09万 | 0.71% | 19,867 | -5,280 | -21.0% | -$181.01万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $676.67万 | 0.71% | 156,963 | -33,835 | -17.7% | -$145.86万 | 减仓 |
| TSLA | TESLA INC | $631.52万 | 0.66% | 15,015 | 491 | 3.4% | $20.65万 | 加仓 |
| ABBV | ABBVIE INC | $585.87万 | 0.61% | 23,282 | -108 | -0.5% | -$2.72万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $575.52万 | 0.60% | 22,661 | 69 | 0.3% | $1.75万 | 加仓 |
| VB | VANGUARD INDEX FDS | $557.22万 | 0.58% | 18,383 | -417 | -2.2% | -$12.64万 | 减仓 |
| CSCO | CISCO SYS INC | $545.86万 | 0.57% | 46,472 | -1,305 | -2.7% | -$15.33万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $526.90万 | 0.55% | 93,290 | 7,829 | 9.2% | $44.22万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $504.31万 | 0.53% | 100,121 | 100,121 | — | $504.31万 | 新建仓 |
| SHLD | GLOBAL X FDS | $502.02万 | 0.53% | 84,077 | 17,294 | 25.9% | $103.26万 | 加仓 |
| ITOT | ISHARES TR | $499.83万 | 0.52% | 30,427 | -168 | -0.5% | -$2.76万 | 减仓 |
| OEF | ISHARES TR | $483.56万 | 0.51% | 13,217 | -174 | -1.3% | -$6.37万 | 减仓 |
| WMT | WALMART INC | $477.21万 | 0.50% | 42,134 | -463 | -1.1% | -$5.24万 | 减仓 |
| LLY | ELI LILLY & CO | $467.28万 | 0.49% | 3,896 | 128 | 3.4% | $15.35万 | 加仓 |
| IEFA | ISHARES TR | $462.26万 | 0.49% | 47,863 | -3,334 | -6.5% | -$32.20万 | 减仓 |
| IJH | ISHARES TR | $462.14万 | 0.49% | 59,933 | 2,631 | 4.6% | $20.29万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $458.80万 | 0.48% | 60,464 | -398 | -0.7% | -$3.02万 | 减仓 |
| GLDM | WORLD GOLD TR | $450.62万 | 0.47% | 56,739 | 3 | 0.0% | $238 | 加仓 |
| QUAL | ISHARES TR | $431.98万 | 0.45% | 19,686 | -25,915 | -56.8% | -$568.66万 | 减仓 |
| HD | HOME DEPOT INC | $421.13万 | 0.44% | 11,941 | -337 | -2.7% | -$11.89万 | 减仓 |
| TLH | ISHARES TR | $411.38万 | 0.43% | 40,995 | 3,211 | 8.5% | $32.22万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $397.86万 | 0.42% | 161,338 | 33,297 | 26.0% | $82.11万 | 加仓 |
| HUBS | HUBSPOT INC | $382.80万 | 0.40% | 20,974 | -3,954 | -15.9% | -$72.16万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $377.07万 | 0.40% | 82,836 | -9 | -0.0% | -$410 | 减仓 |
| PG | PROCTER & GAMBLE CO | $370.23万 | 0.39% | 25,247 | -2,037 | -7.5% | -$29.87万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $348.85万 | 0.37% | 124,367 | 124,367 | — | $348.85万 | 新建仓 |
| SGOV | ISHARES TR | $348.64万 | 0.37% | 34,632 | -1,859 | -5.1% | -$18.71万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $342.03万 | 0.36% | 37,673 | 208 | 0.6% | $1.89万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $332.83万 | 0.35% | 71,102 | 4,688 | 7.1% | $21.94万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $327.81万 | 0.34% | 67,687 | 5,810 | 9.4% | $28.14万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $321.00万 | 0.34% | 9,413 | -475 | -4.8% | -$16.20万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $316.42万 | 0.33% | 29,358 | 223 | 0.8% | $2.40万 | 加仓 |
| MCD | MCDONALDS CORP | $300.78万 | 0.32% | 11,127 | -294 | -2.6% | -$7.95万 | 减仓 |
| IWM | ISHARES TR | $284.79万 | 0.30% | 9,479 | -367 | -3.7% | -$11.03万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $276.30万 | 0.29% | 54,625 | 1,526 | 2.9% | $7.72万 | 加仓 |
| BAC | BANK OF AMER CORP | $275.05万 | 0.29% | 48,271 | 1,512 | 3.2% | $8.62万 | 加仓 |
| IGSB | ISHARES TR | $273.90万 | 0.29% | 52,261 | 6,099 | 13.2% | $31.97万 | 加仓 |
| CSHI | NEOS ETF TRUST | $261.38万 | 0.27% | 52,474 | -10,622 | -16.8% | -$52.91万 | 减仓 |
| ETN | EATON CORP PLC | $261.16万 | 0.27% | 6,129 | 111 | 1.8% | $4.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $244.13万 | 0.26% | 4,879 | 508 | 11.6% | $25.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $240.72万 | 0.25% | 3,330 | 63 | 1.9% | $4.55万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $237.70万 | 0.25% | 7,200 | 61 | 0.9% | $2.01万 | 加仓 |
| MUB | ISHARES TR | $231.22万 | 0.24% | 21,485 | 756 | 3.6% | $8.14万 | 加仓 |
| V | VISA INC | $229.48万 | 0.24% | 6,689 | -120 | -1.8% | -$4.12万 | 减仓 |
| IWP | ISHARES TR | $228.03万 | 0.24% | 15,575 | 350 | 2.3% | $5.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $227.32万 | 0.24% | 2,430 | -11 | -0.5% | -$1.03万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $225.04万 | 0.24% | 3,874 | 778 | 25.1% | $45.19万 | 加仓 |
| TJX | TJX COS INC NEW | $221.59万 | 0.23% | 14,627 | 73 | 0.5% | $1.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $215.59万 | 0.23% | 2,825 | 197 | 7.5% | $15.03万 | 加仓 |
| NFLX | NETFLIX INC. | $213.09万 | 0.22% | 29,845 | -99 | -0.3% | -$7,069 | 减仓 |
| IRM | IRON MTN INC DEL | $211.84万 | 0.22% | 16,771 | 32 | 0.2% | $4,042 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $210.21万 | 0.22% | 11,349 | 208 | 1.9% | $3.85万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $207.63万 | 0.22% | 33,910 | 762 | 2.3% | $4.67万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $201.05万 | 0.21% | 38,412 | -11,049 | -22.3% | -$57.83万 | 减仓 |
| CAIE | CALAMOS ETF TR | $201.03万 | 0.21% | 73,881 | 2,292 | 3.2% | $6.24万 | 加仓 |
| IAU | ISHARES GOLD TR | $198.68万 | 0.21% | 26,312 | 3,283 | 14.3% | $24.79万 | 加仓 |
| CALF | PACER FDS TR | $197.12万 | 0.21% | 38,948 | -2,479 | -6.0% | -$12.55万 | 减仓 |
| GLW | CORNING INC | $186.81万 | 0.20% | 7,314 | 107 | 1.5% | $2.73万 | 加仓 |
| MCK | MCKESSON CORP | $180.59万 | 0.19% | 2,390 | -14 | -0.6% | -$1.06万 | 减仓 |
| DGRO | ISHARES TR | $178.93万 | 0.19% | 23,609 | 4,665 | 24.6% | $35.36万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $178.13万 | 0.19% | 75,735 | 13,971 | 22.6% | $32.86万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $178.13万 | 0.19% | 64,306 | 4,037 | 6.7% | $11.18万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $177.77万 | 0.19% | 12,994 | 95 | 0.7% | $1.30万 | 加仓 |
| PEP | PEPSICO INC | $176.75万 | 0.19% | 13,054 | -107 | -0.8% | -$1.45万 | 减仓 |
| CB | CHUBB LIMITED | $174.82万 | 0.18% | 5,130 | 25 | 0.5% | $8,519 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $172.50万 | 0.18% | 56,299 | 14,257 | 33.9% | $43.68万 | 加仓 |
| ORCL | ORACLE CORP | $171.93万 | 0.18% | 11,732 | 775 | 7.1% | $11.36万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $171.25万 | 0.18% | 35,543 | -4,150 | -10.5% | -$19.99万 | 减仓 |
| MGC | VANGUARD WORLD FD | $170.98万 | 0.18% | 6,249 | -1,552 | -19.9% | -$42.46万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $168.31万 | 0.18% | 19,539 | -15 | -0.1% | -$1,292 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $166.15万 | 0.17% | 1,439 | 164 | 12.9% | $18.94万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $165.73万 | 0.17% | 59,745 | -3,390 | -5.4% | -$9.40万 | 减仓 |
| KO | COCA COLA CO | $164.05万 | 0.17% | 20,186 | 997 | 5.2% | $8.10万 | 加仓 |