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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 56
增持 58
减持 14
清仓 22
方向
标的
Δ市值
现股数(环比)
建仓
—
SCHWAB CHARLES FAMILY FD
+$3.5M
3,505,676
建仓
USB
US BANCORP DEL
+$3.2M
72,479
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
35,090
+110%
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。
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.3M
42,133
建仓
XEL
XCEL ENERGY INC
+$2.1M
30,021
增持
—
EXXON MOBIL CORP
+$2.0M
28,154
+115%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.8M
49,192
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
37,557
+28%
增持
MSFT
MICROSOFT CORP
+$1.5M
41,133
+27%
增持
SPY
SPDR S&P 500 ETF TR
+$1.4M
49,917
+7%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.4M
24,796
增持
VOO
VANGUARD INDEX FDS
+$1.3M
19,402
+23%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
19,647
+378%
减持
META
META PLATFORMS INC
-$1.3M
11,766
-30%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
44,473
-26%
建仓
MMIN
INDEXIQ ACTIVE ETF TR
+$1.1M
45,443
清仓
MMIT
INDEXIQ ACTIVE ETF TR
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
-$1.0M
60,207
+5%
建仓
IDXX
IDEXX LABS INC
+$1.0M
2,498
建仓
—
ISHARES TR
+$964.0K
39,020
增持
TSLA
TESLA INC
-$961.0K
9,602
+202%
增持
IEFA
ISHARES TR
+$930.0K
27,223
+114%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$892.0K
3,193
+153%
减持
PFFV
GLOBAL X FDS
-$806.0K
16,500
-66%
增持
QQQ
INVESCO QQQ TR
+$789.0K
22,806
+21%
增持
VB
VANGUARD INDEX FDS
+$783.0K
14,439
+36%
减持
CDC
VICTORY PORTFOLIOS II
-$779.0K
27,066
-27%
建仓
MCK
MCKESSON CORP
+$745.0K
1,985
增持
MCD
MCDONALDS CORP
+$711.0K
11,467
+22%
清仓
MINT
PIMCO ETF TR
-$704.0K
0
-100%
增持
KO
COCA COLA CO
+$697.0K
25,520
+73%
增持
HD
HOME DEPOT INC
+$665.0K
7,000
+24%
减持
AADR
ADVISORSHARES TR
-$655.0K
19,594
-40%
增持
SO
SOUTHERN CO
+$631.0K
20,574
+75%
增持
VTI
VANGUARD INDEX FDS
+$612.0K
23,315
+14%
建仓
SCHV
SCHWAB STRATEGIC TR
+$609.0K
9,220
增持
PEP
PEPSICO INC
+$569.0K
19,202
+10%
建仓
INTU
INTUIT
+$565.0K
1,451
建仓
DTD
WISDOMTREE TR
+$553.0K
9,126
建仓
SHW
SHERWIN WILLIAMS CO
+$519.0K
2,187
建仓
—
VMWARE INC
+$514.0K
4,191
增持
ORCL
ORACLE CORP
+$501.0K
13,092
+61%
增持
V
VISA INC
+$501.0K
5,059
+81%
清仓
SCHB
SCHWAB STRATEGIC TR
-$496.0K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$483.0K
4,461
建仓
BBLU
EA SERIES TRUST
+$481.0K
59,771
增持
CVX
CHEVRON CORP NEW
+$476.0K
8,373
+18%
建仓
BSMO
INVESCO EXCH TRD SLF IDX FD
+$472.0K
19,079
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$470.0K
9,250
-51%
建仓
MAS
MASCO CORP
+$463.0K
9,916
建仓
APH
AMPHENOL CORP NEW
+$450.0K
5,915
增持
MRK
MERCK & CO INC
+$439.0K
10,746
+30%
增持
DGRO
ISHARES TR
+$424.0K
14,062
+140%
建仓
FEZ
SPDR INDEX SHS FDS
+$421.0K
10,881
增持
HON
HONEYWELL INTL INC
+$415.0K
9,970
+1%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$412.0K
13,340
增持
NVDA
NVIDIA CORPORATION
+$409.0K
7,947
+60%
建仓
QUAL
ISHARES TR
+$406.0K
3,560
增持
TJX
TJX COS INC NEW
+$405.0K
11,822
+23%
清仓
SHM
SPDR SER TR
-$402.0K
0
-100%
清仓
NVS
NOVARTIS AG
-$397.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$394.0K
23,292
+14%
清仓
INTC
INTEL CORP
-$388.0K
0
-100%
增持
GOOGL
ALPHABET INC
-$370.0K
18,983
+1924%
建仓
LQD
ISHARES TR
+$356.0K
3,374
增持
LMT
LOCKHEED MARTIN CORP
+$351.0K
3,194
+14%
增持
ABBV
ABBVIE INC
+$349.0K
16,730
+9%
增持
BCX
BLACKROCK RES & COMMODITIES
+$343.0K
53,086
+157%
增持
APD
AIR PRODS & CHEMS INC
+$342.0K
2,227
+55%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$339.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$338.0K
6,119
-34%
减持
BX
BLACKSTONE INC
-$337.0K
9,620
-17%
建仓
DDWM
WISDOMTREE TR
+$335.0K
11,467
增持
IVV
ISHARES TR
+$333.0K
11,923
+6%
建仓
AGGY
WISDOMTREE TR
+$331.0K
7,758
增持
NKE
NIKE INC
+$331.0K
8,562
+30%
增持
SCHW
SCHWAB CHARLES CORP
+$326.0K
9,662
+28%
增持
JNJ
JOHNSON & JOHNSON
+$326.0K
18,368
+12%
增持
GOOG
ALPHABET INC
-$326.0K
23,757
+2035%
增持
WMT
WALMART INC
+$321.0K
9,662
+12%
清仓
—
TWITTER INC
-$316.0K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$315.0K
11,325
+4%
减持
ARKK
ARK ETF TR
-$313.0K
11,344
-32%
建仓
TRV
TRAVELERS COMPANIES INC
+$310.0K
1,652
增持
—
CHUBB LIMITED
+$300.0K
6,621
+12%
增持
SBUX
STARBUCKS CORP
+$297.0K
10,766
+7%
建仓
PSEC
PROSPECT CAP CORP
+$296.0K
42,390
建仓
MDLZ
MONDELEZ INTL INC
+$294.0K
4,412
建仓
TS
TENARIS S A
+$288.0K
8,193
建仓
TXN
TEXAS INSTRS INC
+$288.0K
1,744
减持
NFLX
NETFLIX INC
+$284.0K
2,501
-4%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$281.0K
0
-100%
增持
XLV
SELECT SECTOR SPDR TR
+$276.0K
3,785
+104%
清仓
PPG
PPG INDS INC
-$275.0K
0
-100%
增持
EMR
EMERSON ELEC CO
+$274.0K
6,331
+51%
建仓
QYLD
GLOBAL X FDS
+$274.0K
17,220
建仓
NAD
NUVEEN QUALITY MUNCP INCOME
+$272.0K
23,050
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$271.0K
0
-100%
清仓
VLO
VALERO ENERGY CORP
-$269.0K
0
-100%
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$269.0K
0
-100%
清仓
DRIV
GLOBAL X FDS
-$268.0K
0
-100%
减持
IWR
ISHARES TR
-$268.0K
3,146
-58%
增持
AMAT
APPLIED MATLS INC
+$266.0K
4,931
+110%
建仓
EA
ELECTRONIC ARTS INC
+$265.0K
2,171
增持
IWP
ISHARES TR
+$256.0K
30,250
+5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$255.0K
40,853
+9%
增持
MA
MASTERCARD INCORPORATED
+$255.0K
2,705
+24%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$254.0K
0
-100%
建仓
REET
ISHARES TR
+$254.0K
11,196
减持
LIT
GLOBAL X FDS
-$253.0K
16,228
-2%
建仓
DHI
D R HORTON INC
+$251.0K
2,815
清仓
—
SPDR SER TR
-$250.0K
0
-100%
清仓
—
DANAOS CORPORATION
-$250.0K
0
-100%
减持
DGRW
WISDOMTREE TR
-$245.0K
35,865
-15%
清仓
SSL
SASOL LTD
-$244.0K
0
-100%
清仓
RAAX
VANECK ETF TRUST
-$243.0K
0
-100%
清仓
GM
GENERAL MTRS CO
-$243.0K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$241.0K
3,427
建仓
SCHD
SCHWAB STRATEGIC TR
+$239.0K
3,170
清仓
DNA
GINKGO BIOWORKS HOLDINGS INC
-$238.0K
0
-100%
建仓
SHOP
SHOPIFY INC
+$237.0K
6,820
建仓
CAT
CATERPILLAR INC
+$237.0K
989
增持
BAC
BANK AMERICA CORP
+$235.0K
48,801
+10%
建仓
GPC
GENUINE PARTS CO
+$224.0K
1,288
建仓
DGX
QUEST DIAGNOSTICS INC
+$224.0K
1,432
建仓
C
CITIGROUP INC
+$224.0K
4,956
建仓
—
PROSHARES TR
+$221.0K
4,801
增持
IJH
ISHARES TR
+$220.0K
7,621
+6%
建仓
DLS
WISDOMTREE TR
+$219.0K
3,773
建仓
COR
AMERISOURCEBERGEN CORP
+$218.0K
1,315
清仓
FAST
FASTENAL CO
-$218.0K
0
-100%
建仓
DG
DOLLAR GEN CORP NEW
+$218.0K
884
建仓
FCX
FREEPORT-MCMORAN INC
+$217.0K
5,709
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$217.0K
57,219
+23%
建仓
ABBNY
ABB LTD
+$217.0K
7,136
建仓
IJT
ISHARES TR
+$217.0K
2,013
增持
CVS
CVS HEALTH CORP
+$216.0K
14,243
+19%
增持
SNA
SNAP ON INC
+$216.0K
2,630
+35%
增持
AVGO
BROADCOM INC
+$215.0K
1,941
+8%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$215.0K
5,222
建仓
CSX
CSX CORP
+$214.0K
6,910
增持
GD
GENERAL DYNAMICS CORP
+$214.0K
4,213
+12%
增持
ADI
ANALOG DEVICES INC
+$214.0K
4,091
+31%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$212.0K
11,496
增持
FPE
FIRST TR EXCH TRADED FD III
+$211.0K
64,760
+27%
增持
IEMG
ISHARES INC
+$211.0K
20,252
+35%
建仓
DEM
WISDOMTREE TR
+$210.0K
5,902
减持
EW
EDWARDS LIFESCIENCES CORP
-$207.0K
5,429
-16%
建仓
OKE
ONEOK INC NEW
+$207.0K
3,146
建仓
DHS
WISDOMTREE TR
+$206.0K
2,396
