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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $136.32万 | 0.88% | 14,115 | 1,025 | 7.8% | $9.90万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $138.78万 | 0.89% | 4,580 | -150 | -3.2% | -$4.55万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $141.05万 | 0.91% | 1,222 | 48 | 4.1% | $5.54万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $145.69万 | 0.94% | 20,447 | 6,555 | 47.2% | $46.70万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $146.44万 | 0.94% | 43,410 | 2,537 | 6.2% | $8.56万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $152.81万 | 0.98% | 50,185 | -735 | -1.4% | -$2.24万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $154.23万 | 0.99% | 2,655 | 1,089 | 69.5% | $63.26万 | 加仓 |
| MS | MORGAN STANLEY | $156.26万 | 1.00% | 7,475 | 213 | 2.9% | $4.45万 | 加仓 |
| LLY | ELI LILLY & CO | $157.24万 | 1.01% | 1,311 | 51 | 4.0% | $6.12万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $162.43万 | 1.04% | 6,395 | 98 | 1.6% | $2.49万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $177.80万 | 1.14% | 4,103 | 2,462 | 150.0% | $106.69万 | 加仓 |
| RAAX | VANECK ETF TRUST | $178.25万 | 1.15% | 44,932 | 25,722 | 133.9% | $102.04万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $230.64万 | 1.48% | 26,775 | 27 | 0.1% | $2,326 | 加仓 |
| IEMG | ISHARES INC | $232.18万 | 1.49% | 28,027 | 9,041 | 47.6% | $74.90万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $233.38万 | 1.50% | 6,307 | -117 | -1.8% | -$4.33万 | 减仓 |
| GOOGL | ALPHABET INC | $259.02万 | 1.66% | 7,248 | 247 | 3.5% | $8.83万 | 加仓 |
| META | META PLATFORMS INC | $274.75万 | 1.77% | 4,878 | -1,192 | -19.6% | -$67.14万 | 减仓 |
| QLTY | GMO ETF TRUST | $275.49万 | 1.77% | 66,191 | 5,993 | 10.0% | $24.94万 | 加仓 |
| IVV | ISHARES TR | $350.96万 | 2.26% | 4,686 | 334 | 7.7% | $25.01万 | 加仓 |
| GOOG | ALPHABET INC | $384.82万 | 2.47% | 10,891 | 238 | 2.2% | $8.41万 | 加仓 |
| QUAL | ISHARES TR | $387.32万 | 2.49% | 17,651 | 973 | 5.8% | $21.35万 | 加仓 |
| AVGO | BROADCOM INC | $408.67万 | 2.63% | 10,818 | 280 | 2.7% | $10.58万 | 加仓 |
| IJH | ISHARES TR | $439.28万 | 2.82% | 56,968 | 5,137 | 9.9% | $39.61万 | 加仓 |
| MSFT | MICROSOFT CORP | $469.27万 | 3.02% | 12,580 | -182 | -1.4% | -$6.79万 | 减仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $481.56万 | 3.09% | 131,970 | -7,020 | -5.1% | -$25.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $562.93万 | 3.62% | 7,538 | 467 | 6.6% | $34.88万 | 加仓 |
| AMZN | AMAZON COM INC | $564.53万 | 3.63% | 23,686 | 2,243 | 10.5% | $53.46万 | 加仓 |
| AAPL | APPLE INC | $688.39万 | 4.42% | 23,790 | 388 | 1.7% | $11.23万 | 加仓 |
| ACWX | ISHARES TR | $806.23万 | 5.18% | 105,929 | 6,214 | 6.2% | $47.29万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,308.54万 | 8.41% | 65,398 | -278 | -0.4% | -$5.56万 | 减仓 |