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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 150 项建仓 30增持 63减持 33清仓 24

方向

标的

Δ市值

现股数(环比)

增持

IWF ISHARES TR

+$10.8M

46,514 +155%

增持

KVYO KLAVIYO INC

+$8.4M

1,280,035 +39%

增持

IWD ISHARES TR

+$6.4M

63,683 +141%

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

+$5.2M

118,149 +3%

增持

VOO VANGUARD INDEX FDS

+$5.2M

49,155 +22%

增持

QUAL ISHARES TR

+$4.7M

69,455 +60%

增持

IUSB ISHARES TR

+$4.1M

224,291 +71%

增持

DYNF BLACKROCK ETF TRUST

+$4.0M

133,654 +162%

增持

NVDA NVIDIA CORPORATION

+$3.4M

101,911 +904%

增持

MSFT MICROSOFT CORP

+$2.8M

52,749 +7%

减持

SPY SPDR S&P 500 ETF TR

-$2.1M

44,689 -12%

增持

EFG ISHARES TR

+$2.1M

32,338 +174%

减持

IDXX IDEXX LABS INC

-$2.1M

10,214 -22%

增持

EMXC ISHARES INC

+$2.1M

43,574 +392%

增持

FTEC FIDELITY COVINGTON TRUST

+$2.0M

19,933 +116%

增持

AMZN AMAZON COM INC

+$1.6M

67,972 +7%

增持

AVGO BROADCOM INC

+$1.5M

4,002 +8%

增持

IVV ISHARES TR

+$1.4M

13,559 +18%

减持

SPSM SPDR SER TR

-$1.3M

8,827 -77%

增持

VMBS VANGUARD SCOTTSDALE FDS

+$1.3M

63,908 +79%

增持

GOOG ALPHABET INC

+$1.3M

33,580 +5%

增持

GOOGL ALPHABET INC

+$1.3M

32,036 +6%

减持

SPGP INVESCO EXCHANGE TRADED FD T

-$1.2M

22,004 -33%

减持

VTI VANGUARD INDEX FDS

-$1.2M

20,040 -21%

减持

GBTC GRAYSCALE BITCOIN TR BTC

-$1.2M

109,782 -2%

减持

IWP ISHARES TR

-$1.1M

17,092 -35%

减持

IWM ISHARES TR

-$1.1M

9,469 -33%

增持

CALF PACER FDS TR

+$964.1K

37,783 +172%

清仓

DTD WISDOMTREE TR

-$918.9K

0 -100%

增持

EFV ISHARES TR

+$799.3K

36,727 +74%

增持

TLT ISHARES TR

+$759.7K

18,454 +87%

增持

META META PLATFORMS INC

+$750.4K

14,353 +7%

减持

SCHG SCHWAB STRATEGIC TR

-$749.8K

107,546 -14%

减持

BSTZ BLACKROCK SCIENCE & TECHNOLO

-$743.2K

49,483 -44%

增持

XLK SELECT SECTOR SPDR TR

+$725.9K

10,084 +35%

减持

ROK ROCKWELL AUTOMATION INC

-$716.5K

1,692 -58%

减持

VYM VANGUARD WHITEHALL FDS

-$686.8K

1,721 -77%

增持

LLY ELI LILLY & CO

+$656.2K

3,830 +6%

建仓

AOS SMITH A O CORP

+$637.8K

7,799

建仓

IEUR ISHARES TR

+$619.3K

10,874

增持

BINC BLACKROCK ETF TRUST II

+$613.5K

47,292 +34%

清仓

DDWM WISDOMTREE TR

-$609.4K

0 -100%

增持

TSLA TESLA INC

+$567.0K

11,183 +19%

增持

DGRO ISHARES TR

+$564.4K

20,237 +95%

清仓

AGGY WISDOMTREE TR

-$553.3K

0 -100%

增持

SMH VANECK ETF TRUST

+$547.4K

6,534 +27%

增持

USMV ISHARES TR

+$529.9K

12,510 +101%

减持

BAC BANK AMERICA CORP

-$511.4K

41,912 -27%

清仓

IQDG WISDOMTREE TR

-$507.3K

0 -100%

清仓

DHS WISDOMTREE TR

-$500.4K

0 -100%

减持

IEFA ISHARES TR

-$499.9K

88,306 -5%

增持

SFLR INNOVATOR ETFS TRUST

+$497.6K

26,364 +150%

增持

— INVESCO EXCH TRD SLF IDX FD

+$480.5K

51,025 +85%

建仓

VTC VANGUARD SCOTTSDALE FDS

+$477.6K

6,309

增持

— ACCENTURE PLC IRELAND

-$464.1K

10,781 +0%

增持

MUB ISHARES TR

+$463.0K

10,741 +70%

清仓

UAUG INNOVATOR ETFS TRUST

-$453.6K

0 -100%

增持

COST COSTCO WHSL CORP NEW

+$452.2K

2,282 +12%

清仓

MLPA GLOBAL X FDS

-$441.5K

0 -100%

增持

SCHP SCHWAB STRATEGIC TR

+$440.9K

19,760 +76%

增持

VTEB VANGUARD MUN BD FDS

+$438.8K

16,607 +114%

增持

WMT WALMART INC

+$429.8K

37,906 +7%

减持

UFPI UFP INDUSTRIES INC

-$428.6K

5,411 -36%

减持

MCD MCDONALDS CORP

-$424.7K

13,667 -1%

建仓

— CONFLUENT INC

+$424.4K

14,372

建仓

ZALT INNOVATOR ETFS TRUST

+$424.1K

14,960

建仓

FTRB FEDERATED HERMES ETF TRUST

+$421.3K

17,000

减持

FVD FIRST TR VALUE LINE DIVID IN

-$417.0K

61,768 -11%

增持

PANW PALO ALTO NETWORKS INC

+$412.9K

4,004 +20%

减持

VEA VANGUARD TAX-MANAGED FDS

-$392.9K

18,268 -29%

减持

USB US BANCORP DEL

-$392.7K

62,774 -3%

减持

JNJ JOHNSON & JOHNSON

-$387.4K

22,652 -3%

增持

JPM JPMORGAN CHASE & CO.

+$386.0K

42,847 +4%

增持

VB VANGUARD INDEX FDS

+$385.8K

17,470 +17%

增持

NVO NOVO-NORDISK A S

+$381.9K

23,579 +1%

减持

VEU VANGUARD INTL EQUITY INDEX F

-$378.0K

7,628 -46%

增持

COWZ PACER FDS TR

+$371.0K

14,031 +107%

减持

ABBV ABBVIE INC

-$367.7K

23,296 -3%

增持

XLE SELECT SECTOR SPDR TR

+$365.5K

22,958 +25%

增持

XLF SELECT SECTOR SPDR TR

+$364.6K

24,417 +61%

减持

IXC ISHARES TR

-$358.8K

5,273 -61%

减持

ACWX ISHARES TR

-$348.2K

13,560 -32%

增持

VRTX VERTEX PHARMACEUTICALS INC

+$346.1K

1,954 +43%

清仓

AIO VIRTUS ARTIFICIAL INTELLIGEN

-$345.4K

0 -100%

建仓

GIGB GOLDMAN SACHS ETF TR

+$336.7K

7,441

清仓

QHY WISDOMTREE TR

-$334.0K

0 -100%

建仓

SCHR SCHWAB STRATEGIC TR

+$331.9K

6,806

减持

EFA ISHARES TR

-$331.7K

11,970 -25%

增持

KLAC KLA CORP

+$327.9K

2,509 +1%

减持

SCHQ SCHWAB STRATEGIC TR

-$327.9K

12,363 -43%

增持

HYDB ISHARES TR

+$323.2K

17,252 +69%

增持

HD HOME DEPOT INC

-$322.3K

12,665 +4%

增持

ORCL ORACLE CORP

+$322.2K

17,235 +3%

建仓

BALT INNOVATOR ETFS TRUST

+$316.5K

10,540

建仓

IGRO ISHARES TR

+$314.9K

4,672

增持

IUSV ISHARES TR

+$312.4K

8,917 +70%

清仓

MTGP WISDOMTREE TR

-$312.2K

0 -100%

建仓

QTEC FIRST TR NASDAQ 100 TECH IND

+$306.3K

1,551

清仓

SCHV SCHWAB STRATEGIC TR

-$306.1K

0 -100%

建仓

TMUS T-MOBILE US INC

+$306.0K

1,737

建仓

DIVB ISHARES TR

+$290.5K

6,566

建仓

SUSC ISHARES TR

+$280.6K

12,352

清仓

FMX FOMENTO ECONOMICO MEXICANO S

-$280.0K

0 -100%

清仓

QYLD GLOBAL X FDS

-$274.6K

0 -100%

清仓

DON WISDOMTREE TR

-$274.0K

0 -100%

减持

FV FIRST TR EXCHANGE-TRADED FD

-$269.6K

77,301 -6%

减持

SBUX STARBUCKS CORP

-$269.3K

12,481 -8%

增持

NBXG NEUBERGER BERMAN NEXT GENERA

+$267.0K

70,179 +29%

清仓

VCIT VANGUARD SCOTTSDALE FDS

-$265.6K

0 -100%

增持

DIS DISNEY WALT CO

-$265.4K

15,410 +5%

建仓

WDC WESTERN DIGITAL CORP.

+$262.4K

3,463

增持

TJX TJX COS INC NEW

+$257.5K

20,174 +4%

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$257.2K

4,105

减持

LQD ISHARES TR

-$256.5K

14,690 -13%

建仓

VRT VERTIV HOLDINGS CO

+$256.1K

2,958

清仓

YUMC YUM CHINA HLDGS INC

-$252.8K

0 -100%

清仓

DLS WISDOMTREE TR

-$250.5K

0 -100%

建仓

BSCQ INVESCO EXCH TRD SLF IDX FD

+$249.6K

13,019

增持

IEMG ISHARES INC

+$243.1K

30,242 +13%

增持

NEE NEXTERA ENERGY INC

+$242.2K

21,502 +7%

增持

— EXXON MOBIL CORP

+$241.7K

44,543 +6%

清仓

DEM WISDOMTREE TR

-$241.2K

0 -100%

建仓

REGN REGENERON PHARMACEUTICALS

+$238.6K

227

清仓

DGS WISDOMTREE TR

-$238.1K

0 -100%

增持

PG PROCTER AND GAMBLE CO

+$237.4K

35,577 +3%

建仓

QLTA ISHARES TR

+$233.8K

4,989

清仓

PFFD GLOBAL X FDS

-$233.3K

0 -100%

增持

HON HONEYWELL INTL INC

+$233.2K

15,884 +3%

建仓

PH PARKER-HANNIFIN CORP

+$232.2K

459

清仓

FTSM FIRST TR EXCHANGE-TRADED FD

-$231.5K

0 -100%

建仓

FLV AMERICAN CENTY ETF TR

+$228.9K

3,661

增持

NFLX NETFLIX INC

+$228.8K

2,493 +4%

建仓

SNOW SNOWFLAKE INC

+$227.5K

1,684

建仓

TME TENCENT MUSIC ENTMT GROUP

+$225.3K

16,034

清仓

SHAG WISDOMTREE TR

-$225.1K

0 -100%

建仓

MPC MARATHON PETE CORP

+$224.0K

1,291

建仓

— LAM RESEARCH CORP

+$223.7K

210

增持

QCOM QUALCOMM INC

+$223.7K

5,997 +5%

减持

CRM SALESFORCE INC

-$222.9K

3,926 -4%

增持

SO SOUTHERN CO

+$218.9K

25,077 +4%

清仓

ELD WISDOMTREE TR

-$217.6K

0 -100%

增持

BMY BRISTOL-MYERS SQUIBB CO

-$217.2K

23,208 +7%

减持

AMAT APPLIED MATLS INC

-$216.5K

4,247 -28%

建仓

HPQ HP INC

+$215.8K

6,163

建仓

ICE INTERCONTINENTAL EXCHANGE IN

+$215.6K

1,575

减持

EMLP FIRST TR EXCHANGE-TRADED FD

-$215.0K

18,251 -30%

建仓

SHEL SHELL PLC

+$214.2K

2,967

清仓

SHOP SHOPIFY INC

-$213.4K

0 -100%

建仓

XLP SELECT SECTOR SPDR TR

+$212.3K

2,772

减持

EWJ ISHARES INC

-$211.7K

13,031 -16%