CLARIS ADVISORS, LLC / MO /
ST. LOUIS MO · SEC CIK 0001905092
$3.34亿2026Q1 申报市值
70持仓数
68.6%前十大占比 · 第一大 19.2%
3 / 2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
DFUS 加仓+$125.11万
DFGR 加仓+$56.58万
DFSD 加仓+$39.37万
VGIT 加仓+$39.23万
DIHP 加仓+$36.71万
2026Q1 卖出最多 按季末市值估算
DFIV 减仓-$54.07万
AVUV 减仓-$51.62万
DISV 减仓-$44.72万
DFAX 减仓-$43.01万
MSFT 减仓-$33.69万
2026Q1 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 | $6,417.54万 | 19.21% | 1,651,450 | 3,945 | 0.2% | $15.33万 | 加仓 |
| BSVO | EA SERIES TRUST | $3,102.32万 | 9.28% | 1,222,832 | 1,300 | 0.1% | $3.30万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $2,187.15万 | 6.55% | 308,441 | 17,643 | 6.1% | $125.11万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,953.60万 | 5.85% | 432,980 | -1,225 | -0.3% | -$5.53万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $1,909.51万 | 5.71% | 394,038 | -5,745 | -1.4% | -$27.84万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1,890.85万 | 5.66% | 358,252 | -10,245 | -2.8% | -$54.07万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,648.08万 | 4.93% | 149,187 | -4,673 | -3.0% | -$51.62万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $1,452.24万 | 4.35% | 427,506 | -12,660 | -2.9% | -$43.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,210.63万 | 3.62% | 329,334 | 7,131 | 2.2% | $26.21万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,154.00万 | 3.45% | 296,202 | 1,737 | 0.6% | $6.77万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $932.18万 | 2.79% | 289,317 | 11,394 | 4.1% | $36.71万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $865.98万 | 2.59% | 255,752 | 3,947 | 1.6% | $13.36万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $796.96万 | 2.39% | 202,069 | -11,339 | -5.3% | -$44.72万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $752.44万 | 2.25% | 105,784 | -423 | -0.4% | -$3.01万 | 减仓 |
| ITOT | ISHARES TR | $707.11万 | 2.12% | 49,645 | 394 | 0.8% | $5.61万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $666.15万 | 1.99% | 66,708 | 390 | 0.6% | $3.89万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $588.89万 | 1.76% | 94,298 | 589 | 0.6% | $3.68万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $556.65万 | 1.67% | 161,113 | 6,566 | 4.2% | $22.69万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $538.70万 | 1.61% | 90,462 | 6,588 | 7.9% | $39.23万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $451.44万 | 1.35% | 94,287 | 8,222 | 9.6% | $39.37万 | 加仓 |
| IDEV | ISHARES TR | $350.28万 | 1.05% | 41,915 | 830 | 2.0% | $6.94万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $316.76万 | 0.95% | 119,174 | 21,286 | 21.7% | $56.58万 | 加仓 |
| MSFT | MICROSOFT CORP | $213.78万 | 0.64% | 5,775 | -910 | -13.6% | -$33.69万 | 减仓 |
| CAT | CATERPILLAR INC | $198.22万 | 0.59% | 2,798 | 0 | 0.0% | — | 不变 |
| VLUE | ISHARES TR | $182.39万 | 0.55% | 12,827 | 29 | 0.2% | $4,124 | 加仓 |
| AAPL | APPLE INC | $159.13万 | 0.48% | 6,270 | -67 | -1.1% | -$1.70万 | 减仓 |
| AMZN | AMAZON COM INC | $158.17万 | 0.47% | 7,594 | -72 | -0.9% | -$1.50万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $116.36万 | 0.35% | 23,295 | 1,498 | 6.9% | $7.48万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $109.29万 | 0.33% | 3,406 | 4 | 0.1% | $1,283 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $108.82万 | 0.33% | 22,705 | 4,274 | 23.2% | $20.48万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $103.29万 | 0.31% | 16,580 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $101.69万 | 0.30% | 1,777 | -208 | -10.5% | -$11.90万 | 减仓 |
| GOOGL | ALPHABET INC | $97.54万 | 0.29% | 3,392 | -47 | -1.4% | -$1.35万 | 减仓 |
| — | EXXON MOBIL CORP | $68.78万 | 0.21% | 4,054 | 2 | 0.0% | $339 | 加仓 |
| HD | HOME DEPOT INC | $68.56万 | 0.21% | 2,085 | -5 | -0.2% | -$1,644 | 减仓 |
| BA | BOEING CO | $63.17万 | 0.19% | 3,174 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $60.47万 | 0.18% | 17,256 | 432 | 2.6% | $1.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $60.22万 | 0.18% | 3,452 | -173 | -4.8% | -$3.02万 | 减仓 |
| EFV | ISHARES TR | $58.39万 | 0.17% | 7,854 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $58.09万 | 0.17% | 4,674 | -33 | -0.7% | -$4,101 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $56.56万 | 0.17% | 2,314 | -24 | -1.0% | -$5,867 | 减仓 |
| PFE | PFIZER INC | $53.00万 | 0.16% | 18,874 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $52.82万 | 0.16% | 6,808 | -90 | -1.3% | -$6,983 | 减仓 |
| PCAR | PACCAR INC | $51.17万 | 0.15% | 4,430 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $45.00万 | 0.13% | 1,663 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $44.84万 | 0.13% | 2,167 | -39 | -1.8% | -$8,069 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $41.62万 | 0.12% | 11,000 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $41.48万 | 0.12% | 451 | -4 | -0.9% | -$3,679 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $37.02万 | 0.11% | 7,525 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $36.71万 | 0.11% | 4,631 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $36.64万 | 0.11% | 3,296 | 3 | 0.1% | $334 | 加仓 |
| PEP | PEPSICO INC | $32.55万 | 0.10% | 2,096 | -103 | -4.7% | -$1.60万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $32.40万 | 0.10% | 9,120 | -428 | -4.5% | -$1.52万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $31.96万 | 0.10% | 1,087 | -31 | -2.8% | -$9,115 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $29.83万 | 0.09% | 11,885 | 33 | 0.3% | $828 | 加仓 |
| EMR | EMERSON ELEC CO | $28.72万 | 0.09% | 2,192 | -24 | -1.1% | -$3,144 | 减仓 |
| VBR | VANGUARD INDEX FDS | $28.57万 | 0.09% | 1,315 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $28.18万 | 0.08% | 588 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $24.81万 | 0.07% | 723 | -10 | -1.4% | -$3,432 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $24.19万 | 0.07% | 716 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $23.10万 | 0.07% | 2,867 | 2 | 0.1% | $161 | 加仓 |
| DIS | DISNEY WALT CO | $22.88万 | 0.07% | 2,374 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $22.66万 | 0.07% | 2,890 | 0 | 0.0% | — | 不变 |
| AMAT | APPLIED MATLS INC | $22.59万 | 0.07% | 661 | 661 | — | $22.59万 | 新建仓 |
| CI | THE CIGNA GROUP | $22.51万 | 0.07% | 844 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.06万 | 0.07% | 563 | 563 | — | $22.06万 | 新建仓 |
| KO | COCA COLA CO | $21.91万 | 0.07% | 2,881 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $21.33万 | 0.06% | 328 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $20.61万 | 0.06% | 8,713 | 0 | 0.0% | — | 重新持有 |
| VTV | VANGUARD INDEX FDS | $20.46万 | 0.06% | 1,043 | 1,043 | — | $20.46万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -701 | -100.0% | -$25.93万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,212 | -100.0% | -$21.54万 | 清仓 |