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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 42
增持 63
减持 23
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
IDXX
IDEXX LABS INC
+$5.9M
14,389
+433%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.1M
111,150
+125%
减持
AAPL
APPLE INC
+$3.2M
113,502
-1%
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
VOO
VANGUARD INDEX FDS
+$3.2M
24,935
+35%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
54,278
+5%
减持
MSFT
MICROSOFT CORP
+$2.3M
45,452
-0%
增持
AMZN
AMAZON COM INC
+$1.6M
55,459
+1%
增持
IEFA
ISHARES TR
+$1.6M
56,010
+70%
增持
MBB
ISHARES TR
+$1.6M
19,962
+541%
增持
JNJ
JOHNSON & JOHNSON
+$1.3M
24,853
+37%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.3M
28,305
+191%
增持
HD
HOME DEPOT INC
+$1.3M
10,596
+53%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$1.2M
17,970
-64%
减持
—
SCHWAB CHARLES FAMILY FD
-$1.2M
1,848,801
-39%
增持
LQD
ISHARES TR
+$1.1M
13,775
+245%
增持
QUAL
ISHARES TR
+$1.0M
13,090
+124%
增持
EMR
EMERSON ELEC CO
+$1.0M
15,349
+272%
建仓
—
EATON CORP PLC
+$1.0M
5,078
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.0M
15,709
+228%
减持
QQQ
INVESCO QQQ TR
+$873.3K
18,409
-0%
减持
NVDA
NVIDIA CORPORATION
+$866.5K
7,594
-10%
建仓
UFPI
UFP INDUSTRIES INC
+$816.1K
8,409
建仓
HYG
ISHARES TR
+$778.4K
10,368
建仓
IEUR
ISHARES TR
+$772.3K
14,673
减持
META
META PLATFORMS INC
+$736.9K
11,696
-5%
增持
TRV
TRAVELERS COMPANIES INC
+$674.4K
5,318
+266%
清仓
ICLN
ISHARES TR
-$647.7K
0
-100%
增持
TSLA
TESLA INC
+$633.9K
10,160
+4%
建仓
ECL
ECOLAB INC
+$606.0K
3,246
增持
IWP
ISHARES TR
+$589.3K
33,734
+15%
增持
ABBV
ABBVIE INC
+$585.6K
23,818
+45%
增持
JPM
JPMORGAN CHASE & CO
+$579.5K
38,076
+0%
增持
DGRO
ISHARES TR
+$567.6K
22,109
+93%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$549.8K
0
-100%
建仓
SCHQ
SCHWAB STRATEGIC TR
+$486.6K
13,409
增持
VB
VANGUARD INDEX FDS
+$465.4K
15,014
+13%
建仓
XLI
SELECT SECTOR SPDR TR
+$454.6K
4,236
增持
GOOGL
ALPHABET INC
+$451.9K
22,722
+4%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$450.6K
21,905
增持
UNH
UNITEDHEALTH GROUP INC
+$439.8K
5,128
+20%
增持
VTI
VANGUARD INDEX FDS
+$433.2K
22,373
+2%
建仓
EMB
ISHARES TR
+$432.7K
5,001
增持
MCD
MCDONALDS CORP
+$423.1K
12,250
+6%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$407.1K
133,684
-7%
清仓
CBSH
COMMERCE BANCSHARES INC
-$398.6K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$375.1K
1,066
减持
CVS
CVS HEALTH CORP
-$372.1K
7,924
-36%
减持
AVGO
BROADCOM INC
+$371.8K
1,884
-4%
增持
EOG
EOG RES INC
+$368.6K
5,601
+136%
建仓
EMC
GLOBAL X FDS
+$368.5K
14,774
清仓
MTB
M & T BK CORP
-$366.8K
0
-100%
清仓
PFFV
GLOBAL X FDS
-$354.3K
0
-100%
增持
TJX
TJX COS INC NEW
+$348.2K
15,684
+25%
建仓
SCHI
SCHWAB STRATEGIC TR
+$340.9K
7,739
增持
DTD
WISDOMTREE TR
+$338.4K
19,003
+37%
减持
IVV
ISHARES TR
+$336.8K
11,180
-1%
建仓
FDV
FEDERATED HERMES ETF TRUST
+$327.1K
13,749
减持
GOOG
ALPHABET INC
+$323.9K
23,515
-3%
减持
ORCL
ORACLE CORP
+$309.2K
13,773
-4%
建仓
CALF
PACER FDS TR
+$306.4K
7,529
建仓
LEMB
ISHARES INC
+$302.9K
8,181
建仓
SCHO
SCHWAB STRATEGIC TR
+$291.6K
6,068
增持
—
ACCENTURE PLC IRELAND
+$289.0K
9,088
+3%
建仓
CI
THE CIGNA GROUP
+$287.9K
1,026
减持
PFE
PFIZER INC
-$281.9K
58,758
-2%
建仓
FDN
FIRST TR EXCHANGE-TRADED FD
+$280.8K
1,722
减持
XEL
XCEL ENERGY INC
-$275.1K
27,799
-6%
减持
USB
US BANCORP DEL
-$274.9K
68,451
-3%
清仓
BSMR
INVESCO EXCH TRD SLF IDX FD
-$274.5K
0
-100%
清仓
ABBNY
ABB LTD
-$270.0K
0
-100%
建仓
IWD
ISHARES TR
+$256.5K
1,625
增持
SOFI
SOFI TECHNOLOGIES INC
+$253.7K
40,679
+189%
增持
IJH
ISHARES TR
+$251.1K
8,392
+8%
清仓
GPN
GLOBAL PMTS INC
-$249.2K
0
-100%
减持
AADR
ADVISORSHARES TR
-$248.5K
8,068
-41%
建仓
TGT
TARGET CORP
+$247.4K
1,876
增持
ROK
ROCKWELL AUTOMATION INC
+$247.2K
3,890
+10%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$242.2K
14,401
-40%
增持
SNA
SNAP ON INC
+$240.6K
3,249
+15%
清仓
TS
TENARIS S A
-$240.2K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$239.4K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$236.3K
2,341
清仓
CSX
CSX CORP
-$235.2K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$234.9K
4,145
增持
SHW
SHERWIN WILLIAMS CO
+$230.3K
2,887
+21%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$229.9K
42,771
+8%
建仓
TLT
ISHARES TR
+$229.9K
2,233
建仓
PANW
PALO ALTO NETWORKS INC
+$227.9K
892
建仓
NBXG
NEUBERGER BERMAN NEXT GENERA
+$224.9K
20,615
建仓
NOW
SERVICENOW INC
+$223.1K
397
增持
BDX
BECTON DICKINSON & CO
+$222.8K
2,887
+32%
建仓
ARKG
ARK ETF TR
+$222.2K
6,518
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$221.3K
0
-100%
增持
BRO
BROWN & BROWN INC
+$221.1K
10,168
+22%
增持
SPGI
S&P GLOBAL INC
+$219.9K
1,860
+22%
清仓
IUSB
ISHARES TR
-$218.7K
0
-100%
增持
AGG
ISHARES TR
+$218.3K
10,722
+28%
清仓
SPEM
SPDR INDEX SHS FDS
-$217.3K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$216.2K
36,576
+2%
清仓
DES
WISDOMTREE TR
-$215.2K
0
-100%
建仓
TFI
SPDR SER TR
+$214.4K
4,644
增持
—
MEDTRONIC PLC
+$214.1K
11,333
+16%
清仓
—
UBS GROUP AG
-$211.7K
0
-100%
建仓
AXP
AMERICAN EXPRESS CO
+$211.2K
1,212
建仓
COP
CONOCOPHILLIPS
+$210.7K
2,033
建仓
IWR
ISHARES TR
+$209.6K
2,870
建仓
HUM
HUMANA INC
+$208.5K
466
建仓
OMC
OMNICOM GROUP INC
+$207.5K
2,181
建仓
MELI
MERCADOLIBRE INC
+$207.3K
175
建仓
EXC
EXELON CORP
+$207.2K
5,087
建仓
—
CRH PLC
+$206.8K
3,711
清仓
PGR
PROGRESSIVE CORP
-$206.3K
0
-100%
增持
HON
HONEYWELL INTL INC
+$206.1K
10,097
+2%
建仓
PAM
PAMPA ENERGIA S A
+$205.3K
4,739
减持
BSMQ
INVESCO EXCH TRD SLF IDX FD
-$204.7K
9,062
-48%
建仓
XLY
SELECT SECTOR SPDR TR
+$204.5K
1,204
增持
LLY
LILLY ELI & CO
+$202.0K
1,419
+5%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$201.9K
1,219
清仓
OKE
ONEOK INC NEW
-$201.0K
0
-100%
建仓
—
ASTRAZENECA PLC
+$200.9K
2,807
建仓
CX
CEMEX SAB DE CV
+$200.5K
28,323
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$200.5K
1,809
增持
AMD
ADVANCED MICRO DEVICES INC
+$200.4K
8,539
+8%
增持
SPSM
SPDR SER TR
+$195.7K
33,746
+14%
增持
GLD
SPDR GOLD TR
+$193.3K
3,549
+48%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$186.3K
1,417
+8%
增持
NDSN
NORDSON CORP
+$185.3K
2,570
+26%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$183.9K
3,894
+5%
增持
GGG
GRACO INC
+$179.7K
8,651
+11%
清仓
IFV
FIRST TR EXCHANGE-TRADED FD
-$174.8K
0
-100%
增持
MAS
MASCO CORP
+$173.4K
13,286
+12%
增持
—
LINDE PLC
+$173.0K
2,311
+16%
增持
EXPD
EXPEDITORS INTL WASH INC
+$172.2K
5,329
+24%
增持
IWM
ISHARES TR
+$167.3K
16,350
+1%
增持
AMAT
APPLIED MATLS INC
+$167.1K
5,370
+8%
减持
DVY
ISHARES TR
-$166.8K
2,353
-36%
减持
DGRW
WISDOMTREE TR
-$166.4K
16,527
-19%
增持
MRK
MERCK & CO INC
+$165.0K
13,126
+3%
增持
MA
MASTERCARD INCORPORATED
+$161.5K
3,103
+6%
增持
PEP
PEPSICO INC
+$161.2K
20,158
+3%
增持
XLU
SELECT SECTOR SPDR TR
+$158.1K
11,260
+32%
减持
NFLX
NETFLIX INC
+$157.1K
2,184
-6%
增持
BBLU
EA SERIES TRUST
+$152.9K
47,606
+34%
增持
SYK
STRYKER CORPORATION
+$152.0K
3,757
+8%
增持
IWF
ISHARES TR
+$150.7K
1,928
+24%
增持
APD
AIR PRODS & CHEMS INC
+$146.9K
2,809
+16%
清仓
GGB
GERDAU SA
-$146.8K
0
-100%
清仓
IQ
IQIYI INC
-$146.4K
0
-100%
清仓
—
AEGON N V
-$143.6K
0
-100%
减持
ES
EVERSOURCE ENERGY
-$142.7K
11,968
-6%
