Clarendon Private LLC
BOSTON MA · SEC CIK 0001961628
$1.56亿2026Q2 申报市值
124持仓数
39.3%前十大占比 · 第一大 8.4%
10 / 6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
LRCX 加仓+$106.69万
RAAX 加仓+$102.04万
IEMG 加仓+$74.90万
GLW 新建仓+$68.58万
AMD 加仓+$63.26万
2026Q2 卖出最多 按季末市值估算
META 减仓-$67.14万
EXXON MOBIL CORP 减仓-$52.34万
BKNG 减仓-$47.73万
SPTI 减仓-$43.16万
PLTR 清仓-$35.09万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $1,308.54万 | 8.41% | 65,398 | -278 | -0.4% | -$5.56万 | 减仓 |
| ACWX | ISHARES TR | $806.23万 | 5.18% | 105,929 | 6,214 | 6.2% | $47.29万 | 加仓 |
| AAPL | APPLE INC | $688.39万 | 4.42% | 23,790 | 388 | 1.7% | $11.23万 | 加仓 |
| AMZN | AMAZON COM INC | $564.53万 | 3.63% | 23,686 | 2,243 | 10.5% | $53.46万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $562.93万 | 3.62% | 7,538 | 467 | 6.6% | $34.88万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $481.56万 | 3.09% | 131,970 | -7,020 | -5.1% | -$25.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $469.27万 | 3.02% | 12,580 | -182 | -1.4% | -$6.79万 | 减仓 |
| IJH | ISHARES TR | $439.28万 | 2.82% | 56,968 | 5,137 | 9.9% | $39.61万 | 加仓 |
| AVGO | BROADCOM INC | $408.67万 | 2.63% | 10,818 | 280 | 2.7% | $10.58万 | 加仓 |
| QUAL | ISHARES TR | $387.32万 | 2.49% | 17,651 | 973 | 5.8% | $21.35万 | 加仓 |
| GOOG | ALPHABET INC | $384.82万 | 2.47% | 10,891 | 238 | 2.2% | $8.41万 | 加仓 |
| IVV | ISHARES TR | $350.96万 | 2.26% | 4,686 | 334 | 7.7% | $25.01万 | 加仓 |
| QLTY | GMO ETF TRUST | $275.49万 | 1.77% | 66,191 | 5,993 | 10.0% | $24.94万 | 加仓 |
| META | META PLATFORMS INC | $274.75万 | 1.77% | 4,878 | -1,192 | -19.6% | -$67.14万 | 减仓 |
| GOOGL | ALPHABET INC | $259.02万 | 1.66% | 7,248 | 247 | 3.5% | $8.83万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $233.38万 | 1.50% | 6,307 | -117 | -1.8% | -$4.33万 | 减仓 |
| IEMG | ISHARES INC | $232.18万 | 1.49% | 28,027 | 9,041 | 47.6% | $74.90万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $230.64万 | 1.48% | 26,775 | 27 | 0.1% | $2,326 | 加仓 |
| RAAX | VANECK ETF TRUST | $178.25万 | 1.15% | 44,932 | 25,722 | 133.9% | $102.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $177.80万 | 1.14% | 4,103 | 2,462 | 150.0% | $106.69万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $162.43万 | 1.04% | 6,395 | 98 | 1.6% | $2.49万 | 加仓 |
| LLY | ELI LILLY & CO | $157.24万 | 1.01% | 1,311 | 51 | 4.0% | $6.12万 | 加仓 |
| MS | MORGAN STANLEY | $156.26万 | 1.00% | 7,475 | 213 | 2.9% | $4.45万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $154.23万 | 0.99% | 2,655 | 1,089 | 69.5% | $63.26万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $152.81万 | 0.98% | 50,185 | -735 | -1.4% | -$2.24万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $146.44万 | 0.94% | 43,410 | 2,537 | 6.2% | $8.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.69万 | 0.94% | 20,447 | 6,555 | 47.2% | $46.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $141.05万 | 0.91% | 1,222 | 48 | 4.1% | $5.54万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $138.78万 | 0.89% | 4,580 | -150 | -3.2% | -$4.55万 | 减仓 |
| IEFA | ISHARES TR | $136.32万 | 0.88% | 14,115 | 1,025 | 7.8% | $9.90万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.26万 | 0.82% | 3,086 | 351 | 12.8% | $14.59万 | 加仓 |
| — | EXXON MOBIL CORP | $125.23万 | 0.80% | 9,160 | -3,828 | -29.5% | -$52.34万 | 减仓 |
| BAC | BANK OF AMER CORP | $123.92万 | 0.80% | 21,747 | 866 | 4.1% | $4.93万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.13万 | 0.74% | 3,376 | 1,340 | 65.8% | $45.70万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.05万 | 0.74% | 2,409 | 92 | 4.0% | $4.39万 | 加仓 |
| ABBV | ABBVIE INC | $112.68万 | 0.72% | 4,478 | -785 | -14.9% | -$19.75万 | 减仓 |
| GOVT | ISHARES TR | $111.34万 | 0.72% | 48,877 | 281 | 0.6% | $6,401 | 加仓 |
| TXN | TEXAS INSTRS INC | $110.11万 | 0.71% | 3,694 | 174 | 4.9% | $5.19万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $107.69万 | 0.69% | 1,531 | 3 | 0.2% | $2,110 | 加仓 |
| AIQ | GLOBAL X FDS | $103.19万 | 0.66% | 15,727 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $92.41万 | 0.59% | 3,063 | -57 | -1.8% | -$1.72万 | 减仓 |
| V | VISA INC | $89.98万 | 0.58% | 2,623 | -68 | -2.5% | -$2.33万 | 减仓 |
| WFC | WELLS FARGO & CO | $89.32万 | 0.57% | 10,809 | -206 | -1.9% | -$1.70万 | 减仓 |
| LIN | LINDE PLC | $87.74万 | 0.56% | 1,691 | -5 | -0.3% | -$2,594 | 减仓 |
| MA | MASTERCARD INCORPORATED | $87.67万 | 0.56% | 1,707 | -87 | -4.8% | -$4.47万 | 减仓 |
| TSLA | TESLA INC | $87.23万 | 0.56% | 2,074 | 181 | 9.6% | $7.61万 | 加仓 |
| ETN | EATON CORP PLC | $86.76万 | 0.56% | 2,036 | 12 | 0.6% | $5,113 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.74万 | 0.56% | 1,766 | 109 | 6.6% | $5.35万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $86.49万 | 0.56% | 9,855 | -156 | -1.6% | -$1.37万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.75万 | 0.53% | 885 | -1 | -0.1% | -$935 | 减仓 |
| MBB | ISHARES TR | $82.21万 | 0.53% | 8,697 | -6 | -0.1% | -$567 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.05万 | 0.51% | 9,439 | 45 | 0.5% | $3,769 | 加仓 |
| IJR | ISHARES TR | $77.20万 | 0.50% | 5,205 | -147 | -2.7% | -$2.18万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $76.64万 | 0.49% | 2,851 | 455 | 19.0% | $12.23万 | 加仓 |
| TJX | TJX COS INC NEW | $73.73万 | 0.47% | 4,867 | 12 | 0.2% | $1,818 | 加仓 |
| APH | AMPHENOL CORP | $73.26万 | 0.47% | 4,155 | 675 | 19.4% | $11.90万 | 加仓 |
| ASML | ASML HLDG NV | $73.21万 | 0.47% | 368 | 32 | 9.5% | $6.37万 | 加仓 |
| QCOM | QUALCOMM INC | $73.03万 | 0.47% | 3,952 | 336 | 9.3% | $6.21万 | 加仓 |
| IVW | ISHARES TR | $72.34万 | 0.46% | 5,260 | -181 | -3.3% | -$2.49万 | 减仓 |
| LQD | ISHARES TR | $71.07万 | 0.46% | 6,516 | 56 | 0.9% | $6,108 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $70.93万 | 0.46% | 2,097 | 28 | 1.4% | $9,471 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $68.67万 | 0.44% | 11,798 | -3,537 | -23.1% | -$20.59万 | 减仓 |
| GLW | CORNING INC | $68.58万 | 0.44% | 2,685 | 2,685 | — | $68.58万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.30万 | 0.43% | 1,345 | 55 | 4.3% | $2.75万 | 加仓 |
| NET | CLOUDFLARE INC | $64.44万 | 0.41% | 2,627 | -6 | -0.2% | -$1,472 | 减仓 |
| CSX | CSX CORP | $64.06万 | 0.41% | 13,478 | 585 | 4.5% | $2.78万 | 加仓 |
| WMT | WALMART INC | $60.93万 | 0.39% | 5,380 | -156 | -2.8% | -$1.77万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $59.62万 | 0.38% | 1,804 | 79 | 4.6% | $2.61万 | 加仓 |
| LOW | LOWES COS INC | $58.95万 | 0.38% | 2,674 | 296 | 12.4% | $6.53万 | 加仓 |
| CAT | CATERPILLAR INC | $57.56万 | 0.37% | 541 | 33 | 6.5% | $3.51万 | 加仓 |
| MCD | MCDONALDS CORP | $56.56万 | 0.36% | 2,092 | 181 | 9.5% | $4.89万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.25万 | 0.36% | 1,122 | 137 | 13.9% | $6.87万 | 加仓 |
| SO | SOUTHERN CO | $53.28万 | 0.34% | 5,567 | -853 | -13.3% | -$8.16万 | 减仓 |
| SYK | STRYKER CORPORATION | $52.87万 | 0.34% | 1,679 | 169 | 11.2% | $5.32万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $51.53万 | 0.33% | 1,730 | 1,730 | — | $51.53万 | 新建仓 |
| IGSB | ISHARES TR | $50.38万 | 0.32% | 9,613 | 163 | 1.7% | $8,543 | 加仓 |
| INTC | INTEL CORP | $50.13万 | 0.32% | 3,590 | 3,590 | — | $50.13万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $48.94万 | 0.31% | 1,495 | -94 | -5.9% | -$3.08万 | 减仓 |
| VPU | VANGUARD WORLD FD | $48.84万 | 0.31% | 2,495 | 16 | 0.6% | $3,132 | 加仓 |
| IVE | ISHARES TR | $47.99万 | 0.31% | 2,114 | -116 | -5.2% | -$2.63万 | 减仓 |
| DIS | DISNEY WALT CO | $47.18万 | 0.30% | 4,902 | -325 | -6.2% | -$3.13万 | 减仓 |
| CSCO | CISCO SYS INC | $46.55万 | 0.30% | 3,963 | 50 | 1.3% | $5,873 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.44万 | 0.30% | 7,781 | 172 | 2.3% | $1.03万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $45.09万 | 0.29% | 461 | 129 | 38.9% | $12.62万 | 加仓 |
| ECL | ECOLAB INC | $44.55万 | 0.29% | 1,599 | -31 | -1.9% | -$8,637 | 减仓 |
| PEP | PEPSICO INC | $43.96万 | 0.28% | 3,246 | -374 | -10.3% | -$5.06万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $43.90万 | 0.28% | 2,027 | 596 | 41.6% | $12.91万 | 加仓 |
| NFLX | NETFLIX INC. | $43.38万 | 0.28% | 6,075 | -878 | -12.6% | -$6.27万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.09万 | 0.28% | 1,148 | 63 | 5.8% | $2.36万 | 加仓 |
| ETR | ENTERGY CORP NEW | $42.23万 | 0.27% | 3,677 | 486 | 15.2% | $5.58万 | 加仓 |
| AMAT | APPLIED MATLS INC | $40.92万 | 0.26% | 566 | 566 | — | $40.92万 | 新建仓 |
| HD | HOME DEPOT INC | $40.27万 | 0.26% | 1,142 | -150 | -11.6% | -$5.29万 | 减仓 |
| COP | CONOCOPHILLIPS | $38.45万 | 0.25% | 3,698 | 3,698 | — | $38.45万 | 新建仓 |
| SNDK | SANDISK CORP | $37.74万 | 0.24% | 166 | 166 | — | $37.74万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $35.95万 | 0.23% | 2,452 | -273 | -10.0% | -$4.00万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $34.95万 | 0.22% | 606 | -211 | -25.8% | -$12.17万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $33.88万 | 0.22% | 493 | 1 | 0.2% | $687 | 加仓 |
| MRK | MERCK & CO INC | $33.49万 | 0.22% | 2,606 | 165 | 6.8% | $2.12万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $32.38万 | 0.21% | 3,046 | 12 | 0.4% | $1,276 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.92万 | 0.21% | 3,962 | 10 | 0.3% | $806 | 加仓 |