13F 机构持仓

Clarus Group, Inc.

HOUSTON TX · SEC CIK 0001844568

2026Q22026Q1 更早 9 个季度 🔒
$2.95亿2026Q2 申报市值
127持仓数
67.5%前十大占比 · 第一大 16.5%
17 / 5新建仓 / 清仓
申报市值走势$2.95亿2026Q2
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

ACIO 16.5%
DRSK 12.1%
SPYM 8.5%
JPST 7.6%
RDVI 4.2%
RSP 3.9%
EXXON MOBIL CO 3.9%
OSCV 3.8%
AAPL 3.6%
PAVE 3.4%

2026Q2 买入最多 按季末市值估算

TBIL 加仓+$44.87万
AMD 新建仓+$40.66万
FFLC 新建仓+$33.66万
ACYN 新建仓+$32.84万
MRVL 新建仓+$32.84万

2026Q2 卖出最多 按季末市值估算

SGOV 减仓-$173.39万
ACIO 减仓-$96.13万
EXXON MOBIL CORP 减仓-$82.69万
DRSK 减仓-$64.09万
NVDA 减仓-$56.86万

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
VYM VANGUARD WHITEHALL FDS $24.89万0.08%1,575 00.0% — 不变
EOG EOG RES INC $24.69万0.08%1,903 00.0% — 不变
XLG INVESCO EXCHANGE TRADED FD T $24.49万0.08%4,000 00.0% — 不变
IVV ISHARES TR $24.38万0.08%326 10.3% $748 加仓
DE DEERE & CO $24.30万0.08%383 00.0% — 不变
LRCX LAM RESEARCH CORP $24.27万0.08%560 560— $24.27万 新建仓
TXN TEXAS INSTRS INC $24.12万0.08%809 809— $24.12万 新建仓
HONA HONEYWELL AEROSPACE INC $24.05万0.08%1,088 1,088— $24.05万 新建仓
DOW DOW HLDGS INC $23.98万0.08%8,763 -780-8.2% -$2.13万 减仓
WMB WILLIAMS COS INC $23.64万0.08%3,179 -4,293-57.5% -$31.92万 减仓
MPC MARATHON PETE CORP $23.52万0.08%920 30.3% $767 加仓
CRWD CROWDSTRIKE HLDGS INC $23.26万0.08%305 305— $23.26万 新建仓
NVS NOVARTIS AG $22.90万0.08%1,461 00.0% — 不变
CGBD CARLYLE SECURED LENDING INC $22.42万0.08%21,291 00.0% — 不变
OKE ONEOK INC NEW $22.12万0.07%2,544 140.6% $1,217 加仓
AMAT APPLIED MATLS INC $21.69万0.07%300 300— $21.69万 新建仓
RSPT INVESCO EXCHANGE TRADED FD T $21.29万0.07%3,300 3,300— $21.29万 新建仓
HROW HARROW INC $21.23万0.07%5,000 00.0% — 重新持有
VO VANGUARD INDEX FDS $20.95万0.07%2,600 2,600— $20.95万 新建仓
LASR NLIGHT INC $20.89万0.07%3,000 3,000— $20.89万 新建仓
VB VANGUARD INDEX FDS $20.55万0.07%678 678— $20.55万 新建仓
AIOT POWERFLEET INC $15.32万0.05%40,000 14,21055.1% $5.44万 加仓
INSE INSPIRED ENTMT INC $14.85万0.05%18,000 2,40915.5% $1.99万 加仓
NXH BED BATH & BEYOND INC $9.76万0.03%16,855 16,855— $9.76万 新建仓
FRMI FERMI INC $9.66万0.03%10,547 10,547— $9.66万 新建仓
CGNT COGNYTE SOFTWARE LTD $8.78万0.03%10,000 10,000— $8.78万 新建仓
SOC SABLE OFFSHORE CORP $6.61万0.02%21,450 -63-0.3% -$194 减仓
PTLC PACER FDS TR $00.00%0 -6,091-100.0% -$31.95万 清仓
PG PROCTER & GAMBLE CO $00.00%0 -1,447-100.0% -$20.91万 清仓
SOUN SOUNDHOUND AI INC $00.00%0 -10,000-100.0% -$6.87万 清仓
ASPN ASPEN AEROGELS INC $00.00%0 -10,504-100.0% -$3.59万 清仓
— THE BRAND HOUSE COLLECTIVE I $00.00%0 -26,011-100.0% -$2.42万 清仓