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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,399 | -100.0% | -$35.09万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -4,762 | -100.0% | -$29.88万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -666 | -100.0% | -$28.80万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,567 | -100.0% | -$24.65万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -511 | -100.0% | -$23.56万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -1,004 | -100.0% | -$21.74万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $20.67万 | 0.13% | 923 | -105 | -10.2% | -$2.35万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.04万 | 0.14% | 208 | 208 | — | $21.04万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $21.91万 | 0.14% | 343 | 343 | — | $21.91万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $22.05万 | 0.14% | 1,395 | 8 | 0.6% | $1,265 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $22.29万 | 0.14% | 231 | 231 | — | $22.29万 | 新建仓 |
| IYF | ISHARES TR | $22.82万 | 0.15% | 1,790 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $22.99万 | 0.15% | 8,100 | -15,202 | -65.2% | -$43.16万 | 减仓 |
| KO | COCA COLA CO | $23.55万 | 0.15% | 2,898 | -358 | -11.0% | -$2.91万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $23.56万 | 0.15% | 1,322 | -2,678 | -67.0% | -$47.73万 | 减仓 |
| GEV | GE VERNOVA INC | $23.85万 | 0.15% | 203 | -34 | -14.3% | -$3.99万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $24.25万 | 0.16% | 1,025 | 2 | 0.2% | $473 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $24.80万 | 0.16% | 1,941 | 3 | 0.2% | $383 | 加仓 |
| GE | GE AEROSPACE | $25.08万 | 0.16% | 671 | -168 | -20.0% | -$6.28万 | 减仓 |
| RTX | RTX CORPORATION | $25.59万 | 0.16% | 1,349 | 76 | 6.0% | $1.44万 | 加仓 |
| CVX | CHEVRON CORPORATION | $25.92万 | 0.17% | 1,564 | -254 | -14.0% | -$4.21万 | 减仓 |
| SPGI | S&P GLOBAL INC | $26.55万 | 0.17% | 652 | -201 | -23.6% | -$8.19万 | 减仓 |
| PWR | QUANTA SVCS INC | $26.86万 | 0.17% | 373 | -4 | -1.1% | -$2,880 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $27.65万 | 0.18% | 3,078 | 8 | 0.3% | $719 | 重新持有 |
| DE | DEERE & CO | $27.87万 | 0.18% | 439 | 45 | 11.4% | $2.86万 | 加仓 |
| EQT | EQT CORP | $28.36万 | 0.18% | 5,333 | -2,916 | -35.3% | -$15.50万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $29.51万 | 0.19% | 1,539 | 6 | 0.4% | $1,151 | 加仓 |
| VB | VANGUARD INDEX FDS | $29.77万 | 0.19% | 982 | 982 | — | $29.77万 | 新建仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $31.39万 | 0.20% | 5,108 | 757 | 17.4% | $4.65万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $31.83万 | 0.20% | 10,039 | 79 | 0.8% | $2,505 | 加仓 |
| VO | VANGUARD INDEX FDS | $31.92万 | 0.21% | 3,962 | 10 | 0.3% | $806 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $32.38万 | 0.21% | 3,046 | 12 | 0.4% | $1,276 | 加仓 |
| MRK | MERCK & CO INC | $33.49万 | 0.22% | 2,606 | 165 | 6.8% | $2.12万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $33.88万 | 0.22% | 493 | 1 | 0.2% | $687 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $34.95万 | 0.22% | 606 | -211 | -25.8% | -$12.17万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $35.95万 | 0.23% | 2,452 | -273 | -10.0% | -$4.00万 | 减仓 |
| SNDK | SANDISK CORP | $37.74万 | 0.24% | 166 | 166 | — | $37.74万 | 新建仓 |
| COP | CONOCOPHILLIPS | $38.45万 | 0.25% | 3,698 | 3,698 | — | $38.45万 | 新建仓 |
| HD | HOME DEPOT INC | $40.27万 | 0.26% | 1,142 | -150 | -11.6% | -$5.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $40.92万 | 0.26% | 566 | 566 | — | $40.92万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $42.23万 | 0.27% | 3,677 | 486 | 15.2% | $5.58万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $43.09万 | 0.28% | 1,148 | 63 | 5.8% | $2.36万 | 加仓 |
| NFLX | NETFLIX INC. | $43.38万 | 0.28% | 6,075 | -878 | -12.6% | -$6.27万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $43.90万 | 0.28% | 2,027 | 596 | 41.6% | $12.91万 | 加仓 |
| PEP | PEPSICO INC | $43.96万 | 0.28% | 3,246 | -374 | -10.3% | -$5.06万 | 减仓 |
| ECL | ECOLAB INC | $44.55万 | 0.29% | 1,599 | -31 | -1.9% | -$8,637 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $45.09万 | 0.29% | 461 | 129 | 38.9% | $12.62万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $46.44万 | 0.30% | 7,781 | 172 | 2.3% | $1.03万 | 加仓 |
| CSCO | CISCO SYS INC | $46.55万 | 0.30% | 3,963 | 50 | 1.3% | $5,873 | 加仓 |
| DIS | DISNEY WALT CO | $47.18万 | 0.30% | 4,902 | -325 | -6.2% | -$3.13万 | 减仓 |
| IVE | ISHARES TR | $47.99万 | 0.31% | 2,114 | -116 | -5.2% | -$2.63万 | 减仓 |
| VPU | VANGUARD WORLD FD | $48.84万 | 0.31% | 2,495 | 16 | 0.6% | $3,132 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $48.94万 | 0.31% | 1,495 | -94 | -5.9% | -$3.08万 | 减仓 |
| INTC | INTEL CORP | $50.13万 | 0.32% | 3,590 | 3,590 | — | $50.13万 | 新建仓 |
| IGSB | ISHARES TR | $50.38万 | 0.32% | 9,613 | 163 | 1.7% | $8,543 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $51.53万 | 0.33% | 1,730 | 1,730 | — | $51.53万 | 新建仓 |
| SYK | STRYKER CORPORATION | $52.87万 | 0.34% | 1,679 | 169 | 11.2% | $5.32万 | 加仓 |
| SO | SOUTHERN CO | $53.28万 | 0.34% | 5,567 | -853 | -13.3% | -$8.16万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $56.25万 | 0.36% | 1,122 | 137 | 13.9% | $6.87万 | 加仓 |
| MCD | MCDONALDS CORP | $56.56万 | 0.36% | 2,092 | 181 | 9.5% | $4.89万 | 加仓 |
| CAT | CATERPILLAR INC | $57.56万 | 0.37% | 541 | 33 | 6.5% | $3.51万 | 加仓 |
| LOW | LOWES COS INC | $58.95万 | 0.38% | 2,674 | 296 | 12.4% | $6.53万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $59.62万 | 0.38% | 1,804 | 79 | 4.6% | $2.61万 | 加仓 |
| WMT | WALMART INC | $60.93万 | 0.39% | 5,380 | -156 | -2.8% | -$1.77万 | 减仓 |
| CSX | CSX CORP | $64.06万 | 0.41% | 13,478 | 585 | 4.5% | $2.78万 | 加仓 |
| NET | CLOUDFLARE INC | $64.44万 | 0.41% | 2,627 | -6 | -0.2% | -$1,472 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $67.30万 | 0.43% | 1,345 | 55 | 4.3% | $2.75万 | 加仓 |
| GLW | CORNING INC | $68.58万 | 0.44% | 2,685 | 2,685 | — | $68.58万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $68.67万 | 0.44% | 11,798 | -3,537 | -23.1% | -$20.59万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $70.93万 | 0.46% | 2,097 | 28 | 1.4% | $9,471 | 加仓 |
| LQD | ISHARES TR | $71.07万 | 0.46% | 6,516 | 56 | 0.9% | $6,108 | 加仓 |
| IVW | ISHARES TR | $72.34万 | 0.46% | 5,260 | -181 | -3.3% | -$2.49万 | 减仓 |
| QCOM | QUALCOMM INC | $73.03万 | 0.47% | 3,952 | 336 | 9.3% | $6.21万 | 加仓 |
| ASML | ASML HLDG NV | $73.21万 | 0.47% | 368 | 32 | 9.5% | $6.37万 | 加仓 |
| APH | AMPHENOL CORP | $73.26万 | 0.47% | 4,155 | 675 | 19.4% | $11.90万 | 加仓 |
| TJX | TJX COS INC NEW | $73.73万 | 0.47% | 4,867 | 12 | 0.2% | $1,818 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $76.64万 | 0.49% | 2,851 | 455 | 19.0% | $12.23万 | 加仓 |
| IJR | ISHARES TR | $77.20万 | 0.50% | 5,205 | -147 | -2.7% | -$2.18万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $79.05万 | 0.51% | 9,439 | 45 | 0.5% | $3,769 | 加仓 |
| MBB | ISHARES TR | $82.21万 | 0.53% | 8,697 | -6 | -0.1% | -$567 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $82.75万 | 0.53% | 885 | -1 | -0.1% | -$935 | 减仓 |
| NEE | NEXTERA ENERGY INC | $86.49万 | 0.56% | 9,855 | -156 | -1.6% | -$1.37万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $86.74万 | 0.56% | 1,766 | 109 | 6.6% | $5.35万 | 加仓 |
| ETN | EATON CORP PLC | $86.76万 | 0.56% | 2,036 | 12 | 0.6% | $5,113 | 加仓 |
| TSLA | TESLA INC | $87.23万 | 0.56% | 2,074 | 181 | 9.6% | $7.61万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $87.67万 | 0.56% | 1,707 | -87 | -4.8% | -$4.47万 | 减仓 |
| LIN | LINDE PLC | $87.74万 | 0.56% | 1,691 | -5 | -0.3% | -$2,594 | 减仓 |
| WFC | WELLS FARGO & CO | $89.32万 | 0.57% | 10,809 | -206 | -1.9% | -$1.70万 | 减仓 |
| V | VISA INC | $89.98万 | 0.58% | 2,623 | -68 | -2.5% | -$2.33万 | 减仓 |
| KLAC | KLA CORP | $92.41万 | 0.59% | 3,063 | -57 | -1.8% | -$1.72万 | 减仓 |
| AIQ | GLOBAL X FDS | $103.19万 | 0.66% | 15,727 | 0 | 0.0% | — | 不变 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $107.69万 | 0.69% | 1,531 | 3 | 0.2% | $2,110 | 加仓 |
| TXN | TEXAS INSTRS INC | $110.11万 | 0.71% | 3,694 | 174 | 4.9% | $5.19万 | 加仓 |
| GOVT | ISHARES TR | $111.34万 | 0.72% | 48,877 | 281 | 0.6% | $6,401 | 加仓 |
| ABBV | ABBVIE INC | $112.68万 | 0.72% | 4,478 | -785 | -14.9% | -$19.75万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $115.05万 | 0.74% | 2,409 | 92 | 4.0% | $4.39万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $115.13万 | 0.74% | 3,376 | 1,340 | 65.8% | $45.70万 | 加仓 |
| BAC | BANK OF AMER CORP | $123.92万 | 0.80% | 21,747 | 866 | 4.1% | $4.93万 | 加仓 |
| — | EXXON MOBIL CORP | $125.23万 | 0.80% | 9,160 | -3,828 | -29.5% | -$52.34万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $128.26万 | 0.82% | 3,086 | 351 | 12.8% | $14.59万 | 加仓 |