小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 54
增持 44
减持 30
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$5.1M
114,135
+8%
增持
MSFT
MICROSOFT CORP
+$3.3M
45,548
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$2.0M
51,596
+3%
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。
增持
SCHG
SCHWAB STRATEGIC TR
+$1.8M
49,342
+99%
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.4M
0
-100%
增持
—
EXXON MOBIL CORP
+$1.3M
39,720
+41%
增持
META
META PLATFORMS INC
+$1.2M
12,360
+5%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
8,446
+6%
建仓
MMIT
INDEXIQ ACTIVE ETF TR
+$1.1M
44,219
清仓
MMIN
INDEXIQ ACTIVE ETF TR
-$1.1M
0
-100%
减持
DGRW
WISDOMTREE TR
-$896.9K
20,341
-43%
建仓
NOC
NORTHROP GRUMMAN CORP
+$882.4K
1,911
增持
TSLA
TESLA INC
+$842.6K
9,764
+2%
清仓
SCHW
SCHWAB CHARLES CORP
-$804.0K
0
-100%
增持
DUK
DUKE ENERGY CORP NEW
+$771.5K
13,377
+165%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$723.5K
27,934
建仓
IG
PRINCIPAL EXCHANGE TRADED FD
+$714.8K
34,051
建仓
—
LINDE PLC
+$707.7K
1,991
建仓
SCHA
SCHWAB STRATEGIC TR
+$669.8K
15,975
建仓
SRE
SEMPRA
+$652.1K
4,314
减持
USB
US BANCORP DEL
-$624.5K
70,361
-3%
增持
MDLZ
MONDELEZ INTL INC
+$607.1K
12,924
+193%
清仓
—
LINDE PLC
-$601.0K
0
-100%
增持
GOOGL
ALPHABET INC
+$592.9K
21,864
+15%
减持
AMZN
AMAZON COM INC
+$587.3K
54,645
-9%
增持
ROK
ROCKWELL AUTOMATION INC
+$575.4K
3,525
+98%
增持
PFE
PFIZER INC
-$535.9K
59,734
+3%
减持
CDC
VICTORY PORTFOLIOS II
-$528.0K
19,004
-30%
增持
IEFA
ISHARES TR
+$522.1K
32,912
+21%
建仓
WEC
WEC ENERGY GROUP INC
+$501.6K
5,292
减持
—
SCHWAB CHARLES FAMILY FD
-$482.7K
3,023,331
-14%
清仓
CFR
CULLEN FROST BANKERS INC
-$463.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$442.4K
18,081
-2%
建仓
HDV
ISHARES TR
+$429.7K
4,227
增持
GOOG
ALPHABET INC
+$412.8K
24,238
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$410.3K
7,880
+41%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$408.7K
4,791
减持
CVS
CVS HEALTH CORP
-$407.1K
12,379
-13%
建仓
PYPL
PAYPAL HLDGS INC
+$394.5K
5,196
建仓
—
LAZARD LTD
+$393.2K
11,875
减持
—
ISHARES TR
-$393.2K
23,008
-41%
建仓
HQH
TEKLA HEALTHCARE INVS
+$387.7K
21,968
建仓
SCHF
SCHWAB STRATEGIC TR
+$387.4K
11,133
清仓
FTXN
FIRST TR EXCHANGE-TRADED FD
-$377.0K
0
-100%
建仓
LSAT
TWO RDS SHARED TR
+$362.7K
11,407
增持
DIS
DISNEY WALT CO
+$352.1K
13,534
+17%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$351.0K
0
-100%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$342.9K
2,906
建仓
DKNG
DRAFTKINGS INC NEW
+$338.5K
17,484
清仓
DEO
DIAGEO PLC
-$336.0K
0
-100%
建仓
GTOS
INVESCO ACTIVELY MANAGED ETF
+$332.7K
13,344
增持
IDXX
IDEXX LABS INC
+$330.2K
2,698
+8%
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$329.9K
6,352
减持
BX
BLACKSTONE INC
-$322.8K
4,454
-54%
增持
QUAL
ISHARES TR
+$318.7K
5,841
+64%
建仓
LSAF
TWO RDS SHARED TR
+$318.1K
10,455
建仓
DYLD
TWO RDS SHARED TR
+$316.5K
14,046
减持
XLU
SELECT SECTOR SPDR TR
-$315.2K
8,550
-33%
增持
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$311.5K
82,638
+5%
增持
MEGI
MAINSTAY CBRE GBL INFRSTR ME
+$308.3K
37,275
+130%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$307.6K
46,240
+205%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$306.2K
93,341
-4%
建仓
DNL
WISDOMTREE TR
+$301.1K
8,490
建仓
MBB
ISHARES TR
+$294.8K
3,112
建仓
QHY
WISDOMTREE TR
+$294.5K
6,582
减持
KO
COCA COLA CO
-$294.1K
21,424
-16%
建仓
SHAG
WISDOMTREE TR
+$293.7K
6,226
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$289.6K
5,337
增持
DTD
WISDOMTREE TR
+$288.5K
13,889
+52%
减持
AADR
ADVISORSHARES TR
-$287.2K
13,581
-31%
增持
SPTM
SPDR SER TR
+$279.3K
19,301
+31%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$278.2K
41,450
-28%
清仓
—
NXP SEMICONDUCTORS N V
-$278.0K
0
-100%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$272.9K
67,195
+93%
建仓
EOG
EOG RES INC
+$272.3K
2,376
清仓
IBN
ICICI BANK LIMITED
-$271.0K
0
-100%
减持
NVO
NOVO-NORDISK A S
+$266.2K
11,306
-0%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$262.6K
3,274
增持
ORCL
ORACLE CORP
+$260.9K
14,324
+9%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$257.5K
143,588
+4%
建仓
BCAT
BLACKROCK CAP ALLOCATION TR
+$253.6K
16,750
减持
EMR
EMERSON ELEC CO
-$248.9K
4,121
-35%
减持
HON
HONEYWELL INTL INC
-$247.9K
9,884
-1%
建仓
ASX
ASE TECHNOLOGY HLDG CO LTD
+$242.6K
30,439
建仓
BABA
ALIBABA GROUP HLDG LTD
+$239.4K
2,343
增持
IEMG
ISHARES INC
+$239.1K
24,289
+20%
建仓
—
TWO RDS SHARED TR
+$236.1K
8,146
建仓
VGI
VIRTUS GLOBAL MULTI-SECTOR I
+$235.5K
30,385
清仓
EQNR
EQUINOR ASA
-$234.0K
0
-100%
增持
DVY
ISHARES TR
+$233.5K
3,699
+123%
建仓
MPC
MARATHON PETE CORP
+$232.0K
1,721
减持
XLE
SELECT SECTOR SPDR TR
-$231.7K
18,476
-8%
建仓
MTGP
WISDOMTREE TR
+$228.3K
5,179
建仓
VBR
VANGUARD INDEX FDS
+$225.1K
1,418
增持
ITOT
ISHARES TR
+$225.1K
9,830
+25%
清仓
—
PROSHARES TR
-$221.0K
0
-100%
建仓
GM
GENERAL MTRS CO
+$220.2K
6,004
清仓
—
TATA MTRS LTD
-$219.0K
0
-100%
建仓
IUSB
ISHARES TR
+$218.7K
4,739
建仓
ELV
ELEVANCE HEALTH INC
+$218.5K
475
清仓
DG
DOLLAR GEN CORP NEW
-$218.0K
0
-100%
清仓
IJT
ISHARES TR
-$217.0K
0
-100%
建仓
FAST
FASTENAL CO
+$217.0K
4,023
增持
GILD
GILEAD SCIENCES INC
+$215.9K
7,966
+54%
建仓
DES
WISDOMTREE TR
+$215.2K
7,535
建仓
MU
MICRON TECHNOLOGY INC
+$212.4K
3,520
清仓
IWR
ISHARES TR
-$212.0K
0
-100%
建仓
DGS
WISDOMTREE TR
+$210.9K
4,606
增持
MCD
MCDONALDS CORP
+$210.5K
11,561
+1%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$209.5K
1,526
建仓
INTC
INTEL CORP
+$209.5K
6,411
建仓
DRIV
GLOBAL X FDS
+$209.0K
8,768
增持
VYM
VANGUARD WHITEHALL FDS
+$208.7K
6,556
+47%
建仓
RELX
RELX PLC
+$207.8K
6,406
建仓
PGR
PROGRESSIVE CORP
+$206.3K
1,442
增持
FEZ
SPDR INDEX SHS FDS
+$204.6K
13,934
+28%
增持
SYK
STRYKER CORPORATION
+$203.2K
3,483
+8%
建仓
ELD
WISDOMTREE TR
+$202.3K
7,472
清仓
NOW
SERVICENOW INC
-$201.0K
0
-100%
减持
TIP
ISHARES TR
-$196.5K
4,113
-33%
减持
CRM
SALESFORCE INC
+$194.5K
3,652
-9%
减持
—
SPOTIFY TECHNOLOGY S A
+$192.2K
4,013
-8%
增持
—
ACCENTURE PLC IRELAND
+$183.2K
8,800
+1%
增持
ADI
ANALOG DEVICES INC
+$179.4K
4,312
+5%
增持
AVGO
BROADCOM INC
+$177.6K
1,968
+1%
清仓
KT
KT CORP
-$172.0K
0
-100%
减持
HD
HOME DEPOT INC
-$171.3K
6,911
-1%
建仓
BTX
BLACKROCK INNOVATION AND GRW
+$167.7K
20,880
建仓
VIPS
VIPSHOP HOLDINGS LIMITED
+$166.3K
10,952
减持
BBLU
EA SERIES TRUST
-$165.5K
35,572
-40%
增持
DDWM
WISDOMTREE TR
+$164.8K
16,169
+41%
增持
UNH
UNITEDHEALTH GROUP INC
-$164.0K
4,285
+4%
增持
AGGY
WISDOMTREE TR
+$160.7K
11,254
+45%
建仓
—
ANGI INC
+$159.7K
70,349
增持
MRK
MERCK & CO INC
+$157.6K
12,685
+18%
增持
—
CHUBB LIMITED
-$156.5K
6,718
+1%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$155.5K
18,783
清仓
—
NUVEEN PFD & INCOME SECS FD
-$153.0K
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$152.9K
18,534
-4%
减持
ICLN
ISHARES TR
-$151.3K
32,748
-19%
建仓
IQ
IQIYI INC
+$146.4K
20,114
减持
VTV
VANGUARD INDEX FDS
-$146.3K
2,358
-30%
清仓
ITUB
ITAU UNIBANCO HLDG S A
-$146.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$145.9K
19,410
-1%
减持
QQQ
INVESCO QQQ TR
-$145.7K
18,469
-19%
减持
XEXGX
EATON VANCE TAX-MANAGED GLOB
-$145.1K
31,097
-39%
清仓
—
COMPANHIA PARANAENSE ENERG C
-$145.0K
0
-100%
减持
IWP
ISHARES TR
+$141.4K
29,328
-3%
增持
TD
TORONTO DOMINION BK ONT
-$141.0K
32,320
+1%
清仓
AXIA
CENTRAIS ELETRICAS BRASILEIR
-$140.0K
0
-100%
