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Claro Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Claro Advisors LLC
报告期 2026-03-31 · CIK 0001764386
持仓数
506
前50大市值合计
$514.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 35
增持 41
减持 30
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$3.7M
100,516
+2%
增持
AMZN
AMAZON COM INC
-$3.3M
57,427
+1947%
增持
QQQ
INVESCO QQQ TR
+$3.1M
18,852
+246%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP
-$3.0M
32,411
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
46,869
+49%
建仓
DGRW
WISDOMTREE TR
+$2.4M
42,056
减持
IWP
ISHARES TR
-$1.8M
28,696
-19%
增持
META
META PLATFORMS INC
-$1.8M
16,790
+27%
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
50,928
-57%
减持
TSLA
TESLA INC
-$1.5M
3,184
-7%
减持
—
ACCENTURE PLC IRELAND
-$1.3M
8,426
-4%
减持
IWM
ISHARES TR
-$1.3M
17,057
-10%
建仓
PFFV
GLOBAL X FDS
+$1.2M
48,750
增持
VOO
VANGUARD INDEX FDS
+$1.1M
15,776
+58%
增持
CDC
VICTORY PORTFOLIOS II
+$1.0M
37,200
+78%
清仓
—
EDWARDS LIFESCIENCES CORP
-$829.0K
0
-100%
增持
BSTZ
BLACKROCK SCIENCE & TECHNOLO
-$810.0K
70,617
+25%
减持
WCLD
WISDOMTREE TR
-$796.0K
15,505
-35%
增持
JPM
JPMORGAN CHASE & CO
-$793.0K
29,407
+13%
减持
DIS
DISNEY WALT CO
-$786.0K
10,866
-7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$770.0K
59,737
+37%
增持
ABBV
ABBVIE INC
+$766.0K
15,378
+31%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$741.0K
1,668
-67%
增持
XLE
SELECT SECTOR SPDR TR
+$732.0K
23,153
+39%
减持
USMV
ISHARES TR
-$711.0K
7,112
-52%
减持
—
SPOTIFY TECHNOLOGY S A
-$705.0K
4,576
-6%
建仓
MINT
PIMCO ETF TR
+$704.0K
7,100
增持
VTI
VANGUARD INDEX FDS
+$702.0K
20,391
+57%
清仓
PYPL
PAYPAL HLDGS INC
-$698.0K
0
-100%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$683.0K
0
-100%
清仓
VGM
INVESCO TR INVT GRADE MUNS
-$679.0K
0
-100%
清仓
FINX
GLOBAL X FDS
-$673.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$616.0K
4,961
+7%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$612.0K
6,440
清仓
ARKG
ARK ETF TR
-$610.0K
0
-100%
减持
ICLN
ISHARES TR
-$601.0K
45,190
-35%
减持
TAN
INVESCO EXCH TRADED FD TR II
-$595.0K
8,854
-44%
减持
SBUX
STARBUCKS CORP
-$586.0K
10,092
-13%
清仓
XBI
SPDR SER TR
-$575.0K
0
-100%
增持
NFLX
NETFLIX INC
-$573.0K
2,597
+52%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$569.0K
23,195
增持
FV
FIRST TR EXCHANGE-TRADED FD
-$527.0K
111,986
+7%
建仓
HSY
HERSHEY CO
+$526.0K
2,446
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$522.0K
1,262
减持
ACWX
ISHARES TR
-$516.0K
13,995
-32%
建仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$513.0K
43,644
增持
BAC
BK OF AMERICA CORP
-$505.0K
44,348
+5%
建仓
IWR
ISHARES TR
+$480.0K
7,420
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$474.0K
18,387
-19%
清仓
IDXX
IDEXX LABS INC
-$460.0K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$454.0K
37,616
-2%
清仓
SHYD
VANECK ETF TRUST
-$453.0K
0
-100%
建仓
BSMQ
INVESCO EXCH TRD SLF IDX FD
+$437.0K
18,500
建仓
XEXGX
EATON VANCE TAX-MANAGED GLOB
+$435.0K
56,377
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$412.0K
22,883
增持
ARKK
ARK ETF TR
-$411.0K
16,721
+47%
增持
—
EXXON MOBIL CORP
+$410.0K
13,097
+13%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$410.0K
23,189
-13%
增持
CSCO
CISCO SYS INC
-$409.0K
33,717
+16%
清仓
XTN
SPDR SER TR
-$405.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$402.0K
20,360
+13%
建仓
SHM
SPDR SER TR
+$402.0K
8,500
清仓
QTWO
Q2 HLDGS INC
-$396.0K
0
-100%
清仓
SQ
BLOCK INC
-$386.0K
0
-100%
建仓
FIS
FIDELITY NATL INFORMATION SV
+$382.0K
4,171
减持
BST
BLACKROCK SCIENCE & TECHNOLO
-$374.0K
20,015
-2%
建仓
BSMR
INVESCO EXCH TRD SLF IDX FD
+$366.0K
15,500
清仓
TGT
TARGET CORP
-$362.0K
0
-100%
清仓
VOX
VANGUARD WORLD FDS
-$359.0K
0
-100%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$358.0K
43,704
-18%
清仓
IGF
ISHARES TR
-$356.0K
0
-100%
增持
PFE
PFIZER INC
-$354.0K
54,215
+0%
减持
LOW
LOWES COS INC
-$346.0K
3,754
-3%
建仓
SPGI
S&P GLOBAL INC
+$345.0K
1,024
建仓
RELY
REMITLY GLOBAL INC
+$345.0K
45,051
减持
MRNA
MODERNA INC
-$342.0K
2,353
-12%
清仓
—
ASML HOLDING N V
-$340.0K
0
-100%
减持
ITOT
ISHARES TR
-$339.0K
6,634
-21%
增持
TD
TORONTO DOMINION BK ONT
-$333.0K
31,475
+1%
增持
BX
BLACKSTONE INC
-$326.0K
11,526
+8%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$321.0K
137,717
+5%
建仓
STZ
CONSTELLATION BRANDS INC
+$317.0K
1,359
建仓
NJR
NEW JERSEY RES CORP
+$317.0K
7,112
增持
LMT
LOCKHEED MARTIN CORP
+$313.0K
2,798
+12%
建仓
MTB
M & T BK CORP
+$311.0K
1,954
增持
JNJ
JOHNSON & JOHNSON
+$303.0K
16,444
+8%
建仓
CBSH
COMMERCE BANCSHARES INC
+$302.0K
4,603
清仓
FTXR
FIRST TR EXCHANGE-TRADED FD
-$296.0K
0
-100%
增持
KO
COCA COLA CO
+$295.0K
14,722
+38%
清仓
SNOW
SNOWFLAKE INC
-$294.0K
0
-100%
增持
GDRX
GOODRX HLDGS INC
-$294.0K
11,523
+4%
增持
SCHX
SCHWAB STRATEGIC TR
-$294.0K
9,854
+53%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$292.0K
0
-100%
清仓
—
NUANCE COMMUNICATIONS INC
-$290.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$289.0K
0
-100%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$289.0K
0
-100%
建仓
EES
WISDOMTREE TR
+$286.0K
6,963
清仓
DOCU
DOCUSIGN INC
-$285.0K
0
-100%
清仓
XLY
SELECT SECTOR SPDR TR
-$285.0K
0
-100%
清仓
ARKF
ARK ETF TR
-$284.0K
0
-100%
建仓
DCI
DONALDSON INC
+$279.0K
5,804
增持
DNA
GINKGO BIOWORKS HOLDINGS INC
-$277.0K
100,000
+61%
清仓
ULTA
ULTA BEAUTY INC
-$271.0K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$269.0K
2,530
减持
VUG
VANGUARD INDEX FDS
-$267.0K
2,619
-1%
建仓
SPEM
SPDR INDEX SHS FDS
+$267.0K
7,665
减持
AGG
ISHARES TR
-$263.0K
6,157
-21%
清仓
QCLN
FIRST TR EXCHANGE-TRADED FD
-$261.0K
0
-100%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$258.0K
14,105
-49%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$258.0K
15,175
+4%
减持
VNQ
VANGUARD INDEX FDS
-$257.0K
9,252
-2%
清仓
BIL
SPDR SER TR
-$256.0K
0
-100%
增持
AVGO
BROADCOM INC
-$255.0K
1,791
+6%
建仓
FBIN
FORTUNE BRANDS HOME & SEC IN
+$254.0K
4,236
增持
UBER
UBER TECHNOLOGIES INC
-$254.0K
15,331
+13%
减持
MMM
3M CO
-$253.0K
2,971
-17%
清仓
XRT
SPDR SER TR
-$252.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$252.0K
938
+18%
建仓
—
SPDR SER TR
+$250.0K
3,125
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$249.0K
0
-100%
建仓
—
ISHARES INC
+$247.0K
9,207
清仓
SCHE
SCHWAB STRATEGIC TR
-$245.0K
0
-100%
建仓
SSL
SASOL LTD
+$244.0K
10,569
建仓
RAAX
VANECK ETF TRUST
+$243.0K
9,820
清仓
—
DRAFTKINGS INC
-$239.0K
0
-100%
清仓
ROBO
EXCHANGE TRADED CONCEPTS TR
-$238.0K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$238.0K
1,855
建仓
MEGI
MAINSTAY CBRE GBL INFRSTR ME
+$238.0K
15,000
增持
—
BLACKROCK INC
-$237.0K
838
+3%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$236.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$236.0K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$234.0K
3,305
-15%
增持
UNH
UNITEDHEALTH GROUP INC
+$233.0K
3,942
+10%
清仓
VBR
VANGUARD INDEX FDS
-$233.0K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$232.0K
26,833
+88%
清仓
—
LISTED FD TR
-$232.0K
0
-100%
清仓
BA
BOEING CO
-$231.0K
0
-100%
建仓
FTXG
FIRST TR EXCHANGE-TRADED FD
+$231.0K
9,013
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$228.0K
29,800
-7%
清仓
RBLX
ROBLOX CORP
-$227.0K
0
-100%
清仓
—
HEALTHCARE TR AMER INC
-$227.0K
0
-100%
清仓
DKS
DICKS SPORTING GOODS INC
-$223.0K
0
-100%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$223.0K
6,874
清仓
TXN
TEXAS INSTRS INC
-$222.0K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$222.0K
1,128
增持
ESS
ESSEX PPTY TR INC
-$221.0K
2,530
+1%
清仓
XBMEX
BLACKROCK HEALTH SCIENCS TR
-$221.0K
0
-100%
清仓
BCYC
BICYCLE THERAPEUTICS PLC
-$221.0K
0
-100%
增持
HON
HONEYWELL INTL INC
-$218.0K
9,908
+7%
增持
CL
COLGATE PALMOLIVE CO
+$218.0K
16,485
+28%
