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CLARIS ADVISORS, LLC / MO / 13F 持仓明细(2026-03-31) · 小隐寺数据中心
CLARIS ADVISORS, LLC / MO /
报告期 2026-03-31 · CIK 0001905092
持仓数
70
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 111
增持 33
减持 5
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.3M
1,654,843
+4%
增持
BSVO
EA SERIES TRUST
+$4.1M
1,511,527
+5%
增持
DFAX
DIMENSIONAL ETF TRUST
+$2.1M
556,139
+9%
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
ITOT
ISHARES TR
+$1.3M
48,994
+20%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.2M
391,864
+2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.1M
183,034
+14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$962.8K
335,324
+2%
增持
DIHP
DIMENSIONAL ETF TRUST
+$930.6K
143,759
+24%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$893.6K
36,815
+61%
增持
DISV
DIMENSIONAL ETF TRUST
+$855.5K
141,317
+17%
增持
AMZN
AMAZON COM INC
+$811.5K
7,673
+140%
增持
DFEM
DIMENSIONAL ETF TRUST
+$772.2K
120,240
+23%
增持
DFUS
DIMENSIONAL ETF TRUST
+$759.9K
226,377
+0%
建仓
LLY
ELI LILLY & CO
+$589.1K
665
增持
AVDV
AMERICAN CENTY ETF TR
+$509.8K
25,542
+28%
减持
DFAS
DIMENSIONAL ETF TRUST
+$500.0K
104,908
-0%
清仓
CAL
CALERES INC
-$442.5K
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$433.2K
36,272
+31%
增持
IDEV
ISHARES TR
+$427.8K
25,181
+22%
增持
DFAT
DIMENSIONAL ETF TRUST
+$421.4K
80,620
+3%
增持
USB
US BANCORP DEL
+$322.9K
47,869
+2%
增持
DFGR
DIMENSIONAL ETF TRUST
+$274.2K
31,277
+24%
建仓
KO
COCA COLA CO
+$256.4K
3,569
建仓
PFE
PFIZER INC
+$246.0K
8,500
增持
AAPL
APPLE INC
+$238.4K
8,597
+3%
增持
DFAI
DIMENSIONAL ETF TRUST
+$229.5K
59,552
+6%
建仓
JPM
JPMORGAN CHASE & CO.
+$219.4K
1,040
建仓
DFAR
DIMENSIONAL ETF TRUST
+$204.2K
7,966
建仓
TTD
THE TRADE DESK INC
+$204.1K
1,861
建仓
SCZ
ISHARES TR
+$195.5K
2,887
建仓
AVEM
AMERICAN CENTY ETF TR
+$190.2K
2,944
建仓
SPY
SPDR S&P 500 ETF TR
+$188.2K
328
建仓
GD
GENERAL DYNAMICS CORP
+$181.3K
600
建仓
VTV
VANGUARD INDEX FDS
+$179.0K
1,026
增持
CAT
CATERPILLAR INC
+$177.4K
2,525
+4%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$172.2K
1,367
建仓
BAC
BANK AMERICA CORP
+$161.6K
4,073
建仓
NUE
NUCOR CORP
+$151.8K
1,010
建仓
XLK
SELECT SECTOR SPDR TR
+$144.9K
642
建仓
AVUV
AMERICAN CENTY ETF TR
+$132.3K
1,379
建仓
AEE
AMEREN CORP
+$132.1K
1,510
增持
DFAE
DIMENSIONAL ETF TRUST
+$131.5K
70,587
+1%
减持
DFAU
DIMENSIONAL ETF TRUST
+$129.7K
101,023
-2%
建仓
TGT
TARGET CORP
+$126.4K
811
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$117.9K
2,233
建仓
CL
COLGATE PALMOLIVE CO
+$116.1K
1,119
建仓
CBSH
COMMERCE BANCSHARES INC
+$115.7K
1,948
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$112.4K
1,343
建仓
PG
PROCTER AND GAMBLE CO
+$109.7K
633
建仓
VZ
VERIZON COMMUNICATIONS INC
+$109.7K
2,442
增持
VTIP
VANGUARD MALVERN FDS
+$103.2K
8,695
+30%
建仓
SCHA
SCHWAB STRATEGIC TR
+$101.1K
1,964
建仓
—
STERIS PLC
+$98.2K
405
建仓
RTX
RTX CORPORATION
+$96.9K
800
减持
LOW
LOWES COS INC
+$93.3K
1,900
-1%
建仓
IWF
ISHARES TR
+$93.1K
248
建仓
IWD
ISHARES TR
+$91.9K
484
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$89.4K
1,419
建仓
SPG
SIMON PPTY GROUP INC NEW
+$88.1K
521
建仓
CMA
COMERICA INC
+$86.3K
1,441
增持
WMT
WALMART INC
+$86.0K
6,065
+2%
建仓
COP
CONOCOPHILLIPS
+$85.6K
813
建仓
MCD
MCDONALDS CORP
+$84.0K
276
建仓
V
VISA INC
+$80.6K
293
建仓
CNC
CENTENE CORP DEL
+$79.6K
1,057
建仓
OLN
OLIN CORP
+$76.8K
1,600
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$75.5K
728
+14%
建仓
—
PERFICIENT INC
+$75.5K
1,000
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$74.8K
1,563
建仓
SU
SUNCOR ENERGY INC NEW
+$73.8K
2,000
建仓
IEMG
ISHARES INC
+$72.2K
1,258
建仓
STEW
SRH TOTAL RETURN FUND INC
+$71.3K
4,515
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$69.1K
1,900
建仓
CLX
CLOROX CO DEL
+$69.1K
424
减持
META
META PLATFORMS INC
+$67.2K
1,846
-6%
增持
EMR
EMERSON ELEC CO
+$65.4K
2,820
+28%
建仓
IYR
ISHARES TR
+$64.6K
634
建仓
IJH
ISHARES TR
+$64.5K
1,035
建仓
CARR
CARRIER GLOBAL CORPORATION
+$64.4K
800
建仓
BIL
SPDR SER TR
+$64.3K
700
建仓
MDLZ
MONDELEZ INTL INC
+$64.2K
871
建仓
MO
ALTRIA GROUP INC
+$63.2K
1,239
建仓
HPQ
HP INC
+$63.1K
1,759
建仓
PM
PHILIP MORRIS INTL INC
+$62.6K
516
建仓
CF
CF INDS HLDGS INC
+$62.6K
730
建仓
WRB
BERKLEY W R CORP
+$62.6K
1,104
建仓
MA
MASTERCARD INCORPORATED
+$61.7K
125
建仓
HD
HOME DEPOT INC
+$61.6K
152
建仓
ITW
ILLINOIS TOOL WKS INC
+$60.5K
231
增持
EFSC
ENTERPRISE FINL SVCS CORP
+$58.3K
5,623
+0%
建仓
VGT
VANGUARD WORLD FD
+$57.5K
98
建仓
GS
GOLDMAN SACHS GROUP INC
+$57.4K
116
建仓
RF
REGIONS FINANCIAL CORP NEW
+$56.8K
2,434
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$56.4K
515
建仓
IJR
ISHARES TR
+$55.6K
475
增持
VTI
VANGUARD INDEX FDS
+$55.1K
3,425
+0%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$54.5K
332
建仓
CTVA
CORTEVA INC
+$54.1K
920
建仓
VSTS
VESTIS CORPORATION
+$53.9K
3,615
建仓
QCOM
QUALCOMM INC
+$53.6K
315
建仓
IVV
ISHARES TR
+$53.4K
93
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$53.3K
1,135
建仓
LNG
CHENIERE ENERGY INC
+$51.3K
285
建仓
—
DUPONT DE NEMOURS INC
+$50.9K
571
建仓
XLF
SELECT SECTOR SPDR TR
+$50.1K
1,105
建仓
IXUS
ISHARES TR
+$49.6K
683
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$49.1K
365
建仓
HSY
HERSHEY CO
+$48.4K
252
建仓
QQQ
INVESCO QQQ TR
+$48.3K
99
建仓
CTAS
CINTAS CORP
+$47.8K
232
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$47.3K
4,957
+11%
建仓
PSX
PHILLIPS 66
+$46.3K
352
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$44.9K
621
建仓
HIG
HARTFORD FINL SVCS GROUP INC
+$44.7K
380
建仓
AMP
AMERIPRISE FINL INC
+$43.9K
93
建仓
OTIS
OTIS WORLDWIDE CORP
+$42.3K
407
建仓
GOOG
ALPHABET INC
+$41.5K
248
建仓
NVO
NOVO-NORDISK A S
+$41.2K
346
建仓
MCO
MOODYS CORP
+$39.4K
83
建仓
WELL
WELLTOWER INC
+$39.3K
307
建仓
MPC
MARATHON PETE CORP
+$38.9K
239
建仓
ALGN
ALIGN TECHNOLOGY INC
+$38.4K
151
建仓
DUK
DUKE ENERGY CORP NEW
+$37.7K
327
建仓
LMT
LOCKHEED MARTIN CORP
+$36.8K
63
建仓
VNQ
VANGUARD INDEX FDS
+$36.4K
374
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$36.3K
1,774
建仓
XLV
SELECT SECTOR SPDR TR
+$34.8K
226
增持
JNJ
JOHNSON & JOHNSON
+$34.3K
1,495
+5%
建仓
DOW
DOW INC
+$33.8K
619
建仓
USRT
ISHARES TR
+$33.5K
544
建仓
GM
GENERAL MTRS CO
+$33.5K
746
建仓
DFCF
DIMENSIONAL ETF TRUST
+$32.9K
763
建仓
MUB
ISHARES TR
+$32.9K
303
建仓
NSC
NORFOLK SOUTHN CORP
+$31.6K
127
建仓
UPS
UNITED PARCEL SERVICE INC
+$31.5K
231
建仓
YETI
YETI HLDGS INC
+$30.9K
754
建仓
BSV
VANGUARD BD INDEX FDS
+$30.5K
387
建仓
SO
SOUTHERN CO
+$30.5K
338
减持
PCAR
PACCAR INC
-$30.4K
7,101
-0%
建仓
IWM
ISHARES TR
+$30.3K
137
建仓
T
AT&T INC
+$30.2K
1,372
建仓
ENB
ENBRIDGE INC
+$30.0K
738
建仓
SHW
SHERWIN WILLIAMS CO
+$29.8K
78
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$29.6K
502
建仓
WPC
WP CAREY INC
+$28.4K
455
建仓
QUAL
ISHARES TR
+$28.1K
157
建仓
FNDF
SCHWAB STRATEGIC TR
+$27.8K
744
增持
GOOGL
ALPHABET INC
+$27.7K
1,432
+24%
建仓
EW
EDWARDS LIFESCIENCES CORP
+$26.9K
407
增持
PEP
PEPSICO INC
+$26.8K
2,014
+5%
