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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 45
增持 62
减持 17
清仓 26
方向
标的
Δ市值
现股数(环比)
增持
SCHG
SCHWAB STRATEGIC TR
+$3.9M
153,928
+27%
增持
SPY
SPDR S&P 500 ETF TR
+$3.6M
53,680
+5%
增持
MSFT
MICROSOFT CORP
+$3.3M
48,030
+2%
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
AAPL
APPLE INC
+$3.1M
115,800
+3%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
30,371
+9%
增持
IEFA
ISHARES TR
+$2.3M
100,663
+35%
增持
QQQ
INVESCO QQQ TR
+$1.9M
22,187
+11%
增持
IUSV
ISHARES TR
+$1.9M
26,489
+446%
清仓
—
SCHWAB CHARLES FAMILY FD
-$1.8M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.7M
57,739
+4%
减持
IDXX
IDEXX LABS INC
+$1.5M
13,963
-2%
增持
QUAL
ISHARES TR
+$1.5M
25,407
+49%
增持
AVGO
BROADCOM INC
+$1.3M
2,650
+33%
增持
VTI
VANGUARD INDEX FDS
+$1.2M
25,898
+11%
建仓
IJJ
ISHARES TR
+$1.1M
9,773
增持
JPM
JPMORGAN CHASE & CO
+$1.1M
40,765
+1%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.1M
20,322
清仓
FLV
AMERICAN CENTY ETF TR
-$1.0M
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.0M
34,688
+33%
增持
SCHQ
SCHWAB STRATEGIC TR
+$1.0M
46,272
+144%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.0M
8,382
-66%
增持
BDJ
BLACKROCK ENHANCED EQUITY DI
+$984.8K
143,594
+815%
增持
LQD
ISHARES TR
+$970.0K
28,241
+34%
建仓
—
SPDR S&P 500 ETF TR
+$950.6K
2,000
建仓
SGOV
ISHARES TR
+$949.3K
9,467
增持
GOOG
ALPHABET INC
+$878.9K
30,602
+18%
增持
IVV
ISHARES TR
+$864.8K
11,025
+8%
减持
—
EXXON MOBIL CORP
-$840.8K
39,296
-3%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$790.2K
49,604
建仓
AVSC
AMERICAN CENTY ETF TR
+$720.6K
14,114
建仓
EWJ
ISHARES INC
+$702.8K
10,957
减持
USB
US BANCORP DEL
+$691.3K
68,391
-0%
增持
META
META PLATFORMS INC
+$688.2K
11,877
+1%
增持
NVDA
NVIDIA CORPORATION
+$687.0K
9,815
+2%
减持
PFE
PFIZER INC
-$658.9K
39,072
-27%
清仓
IG
PRINCIPAL EXCHANGE TRADED FD
-$635.6K
0
-100%
清仓
IEI
ISHARES TR
-$632.5K
0
-100%
增持
HD
HOME DEPOT INC
+$630.5K
11,601
+3%
建仓
AVUV
AMERICAN CENTY ETF TR
+$610.1K
6,794
减持
IEUR
ISHARES TR
-$597.4K
12,722
-51%
增持
IWM
ISHARES TR
+$574.7K
17,388
+5%
清仓
XLU
SELECT SECTOR SPDR TR
-$553.8K
0
-100%
建仓
ETB
EATON VANCE TAX MNGED BUY WR
+$552.8K
42,588
建仓
XAR
SPDR SER TR
+$550.5K
4,065
增持
MCD
MCDONALDS CORP
+$548.9K
13,407
+3%
增持
VGM
INVESCO TR INVT GRADE MUNS
+$540.1K
94,009
+105%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$531.7K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$530.4K
10,868
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$506.0K
7,894
+51%
增持
EFA
ISHARES TR
+$497.8K
18,704
+41%
建仓
THQ
ABRDN HEALTHCARE OPPORTUNITI
+$487.9K
26,941
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$485.4K
0
-100%
增持
ACWX
ISHARES TR
+$479.8K
27,179
+41%
增持
TFI
SPDR SER TR
+$476.1K
15,739
+161%
建仓
IQDG
WISDOMTREE TR
+$475.3K
13,105
减持
VZ
VERIZON COMMUNICATIONS INC
-$472.8K
28,794
-40%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$447.4K
44,315
+92%
减持
FV
FIRST TR EXCHANGE-TRADED FD
+$438.1K
82,644
-4%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$436.8K
21,355
增持
VGI
VIRTUS GLOBAL MULTI-SECTOR I
+$422.5K
85,828
+152%
清仓
—
ISHARES TR
-$422.1K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$422.0K
25,486
+34%
增持
VB
VANGUARD INDEX FDS
+$417.0K
16,046
+1%
减持
CVX
CHEVRON CORP NEW
-$413.9K
8,477
-15%
增持
GOOGL
ALPHABET INC
+$409.2K
28,843
+4%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$406.4K
0
-100%
建仓
IOCT
INNOVATOR ETFS TR
+$404.1K
14,463
建仓
VLO
VALERO ENERGY CORP
+$398.0K
3,061
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$397.7K
54,145
+147%
增持
IDCC
INTERDIGITAL INC
+$394.8K
11,030
+10%
建仓
COWZ
PACER FDS TR
+$382.8K
7,364
清仓
FTEC
FIDELITY COVINGTON TRUST
-$381.4K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$361.6K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$360.8K
2,063
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$346.6K
45,566
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$338.2K
13,675
+60%
清仓
EMC
GLOBAL X FDS
-$336.9K
0
-100%
减持
DGRO
ISHARES TR
-$334.2K
10,019
-43%
清仓
TIP
ISHARES TR
-$325.1K
0
-100%
增持
MRNA
MODERNA INC
+$322.7K
5,612
+146%
增持
ITOT
ISHARES TR
+$320.4K
15,390
+12%
清仓
LSAT
TWO RDS SHARED TR
-$318.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$316.0K
54,649
-2%
减持
LIT
GLOBAL X FDS
-$312.8K
9,103
-35%
增持
ETW
EATON VANCE TAX-MANAGED GLOB
+$311.8K
125,849
+44%
增持
XLY
SELECT SECTOR SPDR TR
+$311.2K
4,647
+44%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$309.9K
18,856
-14%
清仓
DNL
WISDOMTREE TR
-$309.5K
0
-100%
建仓
—
BITWISE FUNDS TRUST
+$299.9K
8,783
增持
V
VISA INC
+$297.8K
6,120
+9%
增持
NFLX
NETFLIX INC
+$296.6K
2,189
+7%
建仓
BSEP
INNOVATOR ETFS TR
+$295.3K
8,051
清仓
CARR
CARRIER GLOBAL CORPORATION
-$294.9K
0
-100%
增持
NBXG
NEUBERGER BERMAN NEXT GENERA
+$292.0K
51,824
+97%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$291.7K
24,154
-39%
清仓
MMM
3M CO
-$291.1K
0
-100%
增持
SPSM
SPDR SER TR
+$290.5K
36,508
+8%
增持
NVO
NOVO-NORDISK A S
+$283.0K
22,495
+0%
建仓
—
ISHARES TR
+$282.9K
11,858
建仓
LSEQ
HARBOR ETF TRUST
+$280.2K
11,675
建仓
SCHO
SCHWAB STRATEGIC TR
+$279.9K
5,776
清仓
LSAF
TWO RDS SHARED TR
-$279.7K
0
-100%
减持
CSHI
NEOS ETF TRUST
-$279.2K
11,967
-32%
清仓
OIH
VANECK ETF TRUST
-$274.3K
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$271.8K
28,736
+14%
增持
TTC
TORO CO
+$271.4K
7,047
+45%
建仓
SPMD
SPDR SER TR
+$269.4K
5,530
清仓
CAH
CARDINAL HEALTH INC
-$263.7K
0
-100%
增持
HON
HONEYWELL INTL INC
+$263.2K
10,347
+0%
增持
ADI
ANALOG DEVICES INC
+$263.1K
5,605
+15%
建仓
SCHR
SCHWAB STRATEGIC TR
+$258.9K
5,208
建仓
DON
WISDOMTREE TR
+$258.5K
5,657
建仓
SPDW
SPDR INDEX SHS FDS
+$255.8K
7,522
建仓
AXP
AMERICAN EXPRESS CO
+$254.1K
1,356
建仓
URI
UNITED RENTALS INC
+$253.5K
442
建仓
BKNG
BOOKING HOLDINGS INC
+$248.3K
70
建仓
IUSB
ISHARES TR
+$247.7K
5,377
建仓
UNP
UNION PAC CORP
+$244.9K
997
清仓
SCHI
SCHWAB STRATEGIC TR
-$244.5K
0
-100%
建仓
WDI
WESTERN ASSET DIVERSIFIED IN
+$241.7K
17,140
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$240.9K
0
-100%
减持
CDC
VICTORY PORTFOLIOS II
-$240.6K
6,531
-40%
建仓
STAG
STAG INDL INC
+$238.7K
6,081
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$238.7K
1,831
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$238.2K
2,290
增持
IJH
ISHARES TR
+$237.2K
8,526
+0%
建仓
PAM
PAMPA ENERGIA S A
+$237.2K
4,789
清仓
DGX
QUEST DIAGNOSTICS INC
-$236.2K
0
-100%
清仓
AADR
ADVISORSHARES TR
-$233.6K
0
-100%
建仓
IWR
ISHARES TR
+$232.7K
2,994
建仓
AMT
AMERICAN TOWER CORP NEW
+$229.9K
1,065
增持
GD
GENERAL DYNAMICS CORP
+$228.2K
5,125
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$227.7K
5,110
-0%
增持
COST
COSTCO WHSL CORP NEW
+$225.2K
1,942
+4%
建仓
AETH
BITWISE FUNDS TRUST
+$225.1K
6,973
增持
BSTZ
BLACKROCK SCIENCE & TECHNOLO
+$224.7K
95,648
+15%
增持
XLV
SELECT SECTOR SPDR TR
+$223.4K
6,838
+24%
建仓
SAP
SAP SE
+$223.4K
1,445
建仓
ELV
ELEVANCE HEALTH INC
+$222.7K
472
建仓
PSX
PHILLIPS 66
+$221.4K
1,663
增持
XLK
SELECT SECTOR SPDR TR
+$221.2K
3,359
+29%
建仓
ISRG
INTUITIVE SURGICAL INC
+$221.0K
655
建仓
BUG
GLOBAL X FDS
+$220.2K
7,513
清仓
EEMV
ISHARES INC
-$217.2K
0
-100%
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$217.1K
2,290
增持
PANW
PALO ALTO NETWORKS INC
+$211.9K
1,807
+32%
增持
UBER
UBER TECHNOLOGIES INC
+$211.2K
12,456
+3%
增持
XLI
SELECT SECTOR SPDR TR
+$210.8K
7,990
+16%
清仓
—
TWO RDS SHARED TR
-$207.6K
0
-100%
增持
MEGI
MAINSTAY CBRE GBL INFRA MEG
+$206.0K
50,415
+32%
