Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/4/10 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 125
- 較 2022 年第 4 季 +10
- 總值
- $1.59 億
- 較 2022 年第 4 季 +$642.3 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 27,826 | $178.6 萬 | 1.1% | −52,108−65.2% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 59,009 | $190.1 萬 | 1.2% | +59,009 | 新進 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 47,156 | $191.1 萬 | 1.2% | −87,403−65.0% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 19,767 | $193.3 萬 | 1.2% | +1,425+7.8% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 62,231 | $199.1 萬 | 1.3% | +5,840+10.4% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 18,424 | $203.3 萬 | 1.3% | +358+2.0% | 加碼 | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 24,618 | $209.2 萬 | 1.3% | +176+0.7% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 18,515 | $215.5 萬 | 1.4% | +569+3.2% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 33,683 | $242.3 萬 | 1.5% | −242−0.7% | 減碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 23,173 | $251.5 萬 | 1.6% | +13,611+142.3% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 12,978 | $316.4 萬 | 2.0% | −61−0.5% | 減碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 21,447 | $324.0 萬 | 2.0% | −237−1.1% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,514 | $334.3 萬 | 2.1% | −1,410−9.4% | 減碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 48,130 | $357.2 萬 | 2.2% | −20,572−29.9% | 減碼 | – |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 193,668 | $368.4 萬 | 2.3% | +193,668 | 新進 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 89,092 | $428.7 萬 | 2.7% | −2,031−2.2% | 減碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 29,825 | $444.6 萬 | 2.8% | −74−0.2% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 22,275 | $453.5 萬 | 2.9% | +22,275 | 新進 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 74,331 | $553.3 萬 | 3.5% | +2,513+3.5% | 加碼 | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 152,295 | $556.0 萬 | 3.5% | +87,298+134.3% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 131,770 | $618.5 萬 | 3.9% | −472−0.4% | 減碼 | – |
| BRK.ABerkshire Hathaway Inc | CL A | 14 | $669.2 萬 | 4.2% | +14 | 新進 | 歷史 |
| AAPLApple Inc. | Stock | 48,016 | $790.6 萬 | 5.0% | −6,223−11.5% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 20,545 | $840.7 萬 | 5.3% | +2,189+11.9% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 101,178 | $1,448 萬 | 9.1% | +40,300+66.2% | 加碼 | – |
2022 年第 4 季之後清倉（24 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 36,674 | $387.1 萬 | 2.5% | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 52,398 | $350.2 萬 | 2.3% | – |
| SPDR Series Trust78464A201 | ST STR SP600GRWO | 46,484 | $346.2 萬 | 2.3% | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 63,088 | $321.9 萬 | 2.1% | – |
| iShares Select Dividend ETF464287168 | ETF | 12,116 | $150.4 萬 | 1.0% | – |
| Vanguard Morningstar Mid-Cap Value ETF922908512 | ETF | 7,227 | $101.4 萬 | 0.7% | – |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 7,636 | $69.1 萬 | 0.5% | 歷史 |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 34,543 | $60.1 萬 | 0.4% | – |
| PGProcter & Gamble Co | Stock | 3,923 | $59.6 萬 | 0.4% | 歷史 |
| NDAQNasdaq, Inc. | COM | 7,170 | $44.8 萬 | 0.3% | 歷史 |
| GDGeneral Dynamics Corp | Stock | 1,783 | $44.1 萬 | 0.3% | 歷史 |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 5,841 | $43.8 萬 | 0.3% | – |
| ACNAccenture plc | Stock | 1,556 | $42.8 萬 | 0.3% | 歷史 |
| COPConocoPhillips | Stock | 3,469 | $41.0 萬 | 0.3% | 歷史 |
| UNHUnitedHealth Group Inc | Stock | 813 | $39.5 萬 | 0.3% | 歷史 |
| IRTIndependence Realty Trust, Inc. | COM | 23,108 | $38.6 萬 | 0.3% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,424 | $38.3 萬 | 0.3% | 歷史 |
| ADMArcher-Daniels-Midland Co | Stock | 4,396 | $37.9 萬 | 0.2% | 歷史 |
| First Tr Exch TRD Alphdx FD33737J182 | EMERG MKT ALPH | 15,302 | $32.8 萬 | 0.2% | – |
| WMTWalmart Inc. | Stock | 1,901 | $27.5 萬 | 0.2% | 歷史 |
| ABTAbbott Laboratories | Stock | 2,305 | $26.2 萬 | 0.2% | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 996 | $24.0 萬 | 0.2% | 歷史 |
| ELVElevance Health, Inc. | Stock | 467 | $22.0 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,266 | $20.2 萬 | 0.1% | 歷史 |