Clarendon Private LLC
BOSTON MA · SEC CIK 0001961628
$1.30亿2026Q1 申报市值
119持仓数
40.3%前十大占比 · 第一大 8.8%
23 / 6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
CSMD 加仓+$174.69万
ACWX 加仓+$171.62万
BBT 新建仓+$152.76万
IEMG 新建仓+$132.43万
IJH 加仓+$117.26万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$110.78万
PGR 清仓-$51.15万
MA 减仓-$43.37万
WCN 清仓-$30.81万
NOW 清仓-$28.51万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $114.47万 | 0.88% | 5,263 | 124 | 2.4% | $2.70万 | 加仓 |
| LLY | ELI LILLY & CO | $115.88万 | 0.89% | 1,260 | 190 | 17.8% | $17.47万 | 加仓 |
| IEFA | ISHARES TR | $118.50万 | 0.91% | 13,090 | 872 | 7.1% | $7.89万 | 加仓 |
| MS | MORGAN STANLEY | $119.51万 | 0.92% | 7,262 | -772 | -9.6% | -$12.70万 | 减仓 |
| IEMG | ISHARES INC | $132.43万 | 1.02% | 18,986 | 18,986 | — | $132.43万 | 新建仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $137.91万 | 1.06% | 40,873 | 21,893 | 115.3% | $73.87万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $152.76万 | 1.17% | 50,920 | 50,920 | — | $152.76万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $153.93万 | 1.18% | 6,297 | 698 | 12.5% | $17.06万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $194.72万 | 1.50% | 4,458 | 5 | 0.1% | $2,184 | 加仓 |
| GOOGL | ALPHABET INC | $201.32万 | 1.55% | 7,001 | 1,826 | 35.3% | $52.51万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $206.10万 | 1.58% | 6,424 | -3,453 | -35.0% | -$110.78万 | 减仓 |
| QLTY | GMO ETF TRUST | $217.80万 | 1.67% | 60,198 | 21,758 | 56.6% | $78.72万 | 加仓 |
| — | EXXON MOBIL CORP | $220.35万 | 1.69% | 12,988 | 2,048 | 18.7% | $34.75万 | 加仓 |
| IVV | ISHARES TR | $284.30万 | 2.18% | 4,352 | 1,111 | 34.3% | $72.58万 | 加仓 |
| GOOG | ALPHABET INC | $305.60万 | 2.35% | 10,653 | 867 | 8.9% | $24.87万 | 加仓 |
| QUAL | ISHARES TR | $319.90万 | 2.46% | 16,678 | 3,349 | 25.1% | $64.24万 | 加仓 |
| AVGO | BROADCOM INC | $326.18万 | 2.51% | 10,538 | 1,207 | 12.9% | $37.36万 | 加仓 |
| META | META PLATFORMS INC | $347.31万 | 2.67% | 6,070 | 16 | 0.3% | $9,155 | 加仓 |
| IJH | ISHARES TR | $350.02万 | 2.69% | 51,831 | 17,364 | 50.4% | $117.26万 | 加仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $426.84万 | 3.28% | 138,990 | 56,883 | 69.3% | $174.69万 | 加仓 |
| AMZN | AMAZON COM INC | $446.59万 | 3.43% | 21,443 | 1,645 | 8.3% | $34.26万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $459.84万 | 3.53% | 7,071 | 200 | 2.9% | $13.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $472.43万 | 3.63% | 12,762 | 1,247 | 10.8% | $46.16万 | 加仓 |
| AAPL | APPLE INC | $593.92万 | 4.56% | 23,402 | 2,108 | 9.9% | $53.50万 | 加仓 |
| ACWX | ISHARES TR | $682.75万 | 5.24% | 99,715 | 25,065 | 33.6% | $171.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,145.39万 | 8.80% | 65,676 | 3,883 | 6.3% | $67.72万 | 加仓 |