CLARIS ADVISORS, LLC / MO /
ST. LOUIS MO · SEC CIK 0001905092
$3.83亿2026Q2 申报市值
74持仓数
67.6%前十大占比 · 第一大 19.7%
5 / 1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
ITOT 加仓+$259.22万
DIMENSIONAL ETF 加仓+$215.33万
VGIT 加仓+$162.54万
DFSD 加仓+$103.16万
DIHP 加仓+$94.05万
2026Q2 卖出最多 按季末市值估算
DFUS 减仓-$64.11万
DFAU 减仓-$61.73万
DFUV 减仓-$52.16万
EPD 清仓-$41.62万
HD 减仓-$35.25万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $7,541.16万 | 19.69% | 1,699,992 | 48,542 | 2.9% | $215.33万 | 加仓 |
| BSVO | EA SERIES TRUST | $3,541.79万 | 9.25% | 1,213,370 | -9,462 | -0.8% | -$27.62万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,463.26万 | 6.43% | 300,617 | -7,824 | -2.5% | -$64.11万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,176.35万 | 5.68% | 421,038 | -11,942 | -2.8% | -$61.73万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,115.44万 | 5.52% | 384,556 | -9,482 | -2.4% | -$52.16万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,927.81万 | 5.03% | 356,869 | -1,383 | -0.4% | -$7.47万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,849.52万 | 4.83% | 148,246 | -941 | -0.6% | -$11.74万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,560.31万 | 4.07% | 423,536 | -3,970 | -0.9% | -$14.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,430.93万 | 3.74% | 342,901 | 13,567 | 4.1% | $56.62万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,277.26万 | 3.33% | 309,638 | 13,436 | 4.5% | $55.42万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,081.35万 | 2.82% | 316,878 | 27,561 | 9.5% | $94.05万 | 加仓 |
| ITOT | ISHARES TR | $1,074.73万 | 2.81% | 65,425 | 15,780 | 31.8% | $259.22万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,003.01万 | 2.62% | 249,442 | -6,310 | -2.5% | -$25.37万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $851.50万 | 2.22% | 103,413 | -2,371 | -2.2% | -$19.52万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $793.31万 | 2.07% | 197,686 | -4,383 | -2.2% | -$17.59万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $759.67万 | 1.98% | 73,718 | 7,010 | 10.5% | $72.24万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $696.09万 | 1.82% | 118,021 | 27,559 | 30.5% | $162.54万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $695.98万 | 1.82% | 171,254 | 10,141 | 6.3% | $41.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $641.60万 | 1.68% | 91,789 | -2,509 | -2.7% | -$17.54万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $553.38万 | 1.44% | 115,891 | 21,604 | 22.9% | $103.16万 | 加仓 |
| IDEV | ISHARES TR | $402.06万 | 1.05% | 45,171 | 3,256 | 7.8% | $28.98万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $363.05万 | 0.95% | 125,318 | 6,144 | 5.2% | $17.80万 | 加仓 |
| CAT | CATERPILLAR INC | $297.86万 | 0.78% | 2,797 | -1 | -0.0% | -$1,065 | 减仓 |
| VLUE | ISHARES TR | $255.72万 | 0.67% | 12,798 | -29 | -0.2% | -$5,794 | 减仓 |
| MSFT | MICROSOFT CORP | $222.94万 | 0.58% | 5,976 | 201 | 3.5% | $7.50万 | 加仓 |
| AAPL | APPLE INC | $182.59万 | 0.48% | 6,310 | 40 | 0.6% | $1.16万 | 加仓 |
| AMZN | AMAZON COM INC | $179.05万 | 0.47% | 7,512 | -82 | -1.1% | -$1.95万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $159.41万 | 0.42% | 31,736 | 8,441 | 36.2% | $42.40万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $126.20万 | 0.33% | 3,410 | 4 | 0.1% | $1,480 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $121.81万 | 0.32% | 25,201 | 2,496 | 11.0% | $12.06万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $121.60万 | 0.32% | 16,580 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $121.04万 | 0.32% | 3,387 | -5 | -0.1% | -$1,787 | 减仓 |
| META | META PLATFORMS INC | $100.27万 | 0.26% | 1,780 | 3 | 0.2% | $1,690 | 加仓 |
| CSCO | CISCO SYS INC | $79.94万 | 0.21% | 6,806 | -2 | -0.0% | -$235 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $69.12万 | 0.18% | 1,663 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $68.71万 | 0.18% | 3,174 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $66.85万 | 0.17% | 3,342 | -110 | -3.2% | -$2.20万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $64.99万 | 0.17% | 563 | -153 | -21.4% | -$17.66万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $61.79万 | 0.16% | 15,930 | -1,326 | -7.7% | -$5.14万 | 减仓 |
| EFV | ISHARES TR | $61.70万 | 0.16% | 8,060 | 206 | 2.6% | $1.58万 | 加仓 |
| — | EXXON MOBIL CORP | $55.45万 | 0.14% | 4,056 | 2 | 0.0% | $273 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $54.33万 | 0.14% | 563 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $54.09万 | 0.14% | 451 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $52.87万 | 0.14% | 4,668 | -6 | -0.1% | -$680 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.61万 | 0.13% | 1,914 | -400 | -17.3% | -$10.16万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.79万 | 0.12% | 661 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $45.46万 | 0.12% | 18,880 | 6 | 0.0% | $144 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $43.47万 | 0.11% | 7,527 | 2 | 0.0% | $116 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $39.54万 | 0.10% | 3,087 | -209 | -6.3% | -$2.68万 | 减仓 |
| HD | HOME DEPOT INC | $38.32万 | 0.10% | 1,086 | -999 | -47.9% | -$35.25万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.60万 | 0.10% | 4,631 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $35.92万 | 0.09% | 2,167 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $35.44万 | 0.09% | 1,083 | -4 | -0.4% | -$1,309 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $34.98万 | 0.09% | 9,389 | 269 | 2.9% | $1.00万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $34.51万 | 0.09% | 11,916 | 31 | 0.3% | $898 | 加仓 |
| VBR | VANGUARD INDEX FDS | $31.93万 | 0.08% | 1,314 | -1 | -0.1% | -$243 | 减仓 |
| EMR | EMERSON ELEC CO | $31.39万 | 0.08% | 2,193 | 1 | 0.0% | $143 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $30.06万 | 0.08% | 1,009 | 1,009 | — | $30.06万 | 新建仓 |
| PCAR | PACCAR INC | $29.72万 | 0.08% | 2,474 | -1,956 | -44.2% | -$23.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.37万 | 0.08% | 587 | -1 | -0.2% | -$500 | 减仓 |
| PEP | PEPSICO INC | $28.38万 | 0.07% | 2,096 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $27.71万 | 0.07% | 2,872 | 5 | 0.2% | $482 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $25.61万 | 0.07% | 723 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.49万 | 0.06% | 328 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $23.78万 | 0.06% | 2,890 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $23.49万 | 0.06% | 2,890 | 9 | 0.3% | $731 | 加仓 |
| DIS | DISNEY WALT CO | $22.85万 | 0.06% | 2,374 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $22.78万 | 0.06% | 1,045 | 2 | 0.2% | $436 | 加仓 |
| IEMG | ISHARES INC | $22.62万 | 0.06% | 2,731 | 2,731 | — | $22.62万 | 新建仓 |
| NUE | NUCOR CORP | $22.50万 | 0.06% | 1,010 | 1,010 | — | $22.50万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $21.30万 | 0.06% | 8,141 | -572 | -6.6% | -$1.50万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $21.08万 | 0.06% | 1,366 | 1,366 | — | $21.08万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $20.52万 | 0.05% | 2,880 | 2,880 | — | $20.52万 | 新建仓 |
| CI | THE CIGNA GROUP | $20.51万 | 0.05% | 744 | -100 | -11.8% | -$2.76万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -11,000 | -100.0% | -$41.62万 | 清仓 |