CLARIS ADVISORS, LLC / MO /

报告期 2026-03-31 · CIK 0001905092

持仓数

前50大市值合计

$329.0M

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

22Q3 调仓2022-06-30 → 2022-09-30 · 共 28 项增持 10减持 14清仓 4

方向

标的

Δ市值

现股数(环比)

减持

DFAC DIMENSIONAL ETF TRUST

-$1.6M

1,243,472 -1%

增持

DFIV DIMENSIONAL ETF TRUST

-$755.0K

337,208 +3%

增持

DFUV DIMENSIONAL ETF TRUST

-$507.0K

378,493 +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。

DFAX DIMENSIONAL ETF TRUST

清仓

SWK STANLEY BLACK & DECKER INC

-$267.0K

0 -100%

增持

USB US BANCORP DEL

-$265.0K

46,578 +0%

清仓

— MEDTRONIC PLC

-$222.0K

0 -100%

减持

DFAT DIMENSIONAL ETF TRUST

-$216.0K

81,779 -3%

清仓

CSCO CISCO SYS INC

-$206.0K

0 -100%

清仓

INTC INTEL CORP

-$200.0K

0 -100%

减持

MSFT MICROSOFT CORP

-$191.0K

6,662 -2%

增持

DFUS DIMENSIONAL ETF TRUST

-$136.0K

228,903 +3%

减持

WFC WELLS FARGO CO NEW

-$126.0K

20,301 -16%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$108.0K

4,233 -24%

减持

PFE PFIZER INC

-$80.0K

7,262 -4%

增持

DFAS DIMENSIONAL ETF TRUST

+$67.0K

106,939 +5%

减持

JNJ JOHNSON & JOHNSON

-$60.0K

1,761 -10%

增持

DFAI DIMENSIONAL ETF TRUST

+$48.0K

17,621 +28%

减持

JPM JPMORGAN CHASE & CO

-$43.0K

2,312 -8%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$38.0K

1,288 -8%

减持

MRK MERCK & CO INC

-$29.0K

2,697 -6%

增持

DFAE DIMENSIONAL ETF TRUST

-$21.0K

10,688 +5%

减持

AAPL APPLE INC

+$16.0K

12,551 -0%

增持

— EXXON MOBIL CORP

+$13.0K

6,540 +0%

减持

CI CIGNA CORP NEW

+$11.0K

856 -0%

增持

AXP AMERICAN EXPRESS CO

-$10.0K

2,709 +0%

减持

CVX CHEVRON CORP NEW

-$10.0K

2,152 -2%

减持

AMZN AMAZON COM INC

+$4.0K

3,732 -5%