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 |
|---|---|---|---|---|---|---|---|
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,541 | $27.8 萬 | 0.2% | −68,589−92.5% | 減碼 | – |
| First Tr Exchange Traded FD33738R118 | NASD TECH DIV | 5,164 | $27.6 萬 | 0.2% | +5,164 | 新進 | – |
| VLOValero Energy Corp | Stock | 2,021 | $26.8 萬 | 0.2% | −256−11.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 564 | $25.2 萬 | 0.2% | −52−8.4% | 減碼 | 歷史 |
| FFord Motor Co | Stock | 19,324 | $23.8 萬 | 0.1% | −2,557−11.7% | 減碼 | 歷史 |
| MOAltria Group, Inc. | Stock | 5,352 | $23.8 萬 | 0.1% | +5,352 | 新進 | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 1,666 | $23.7 萬 | 0.1% | +1,666 | 新進 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,845 | $23.5 萬 | 0.1% | −101−5.2% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 1,369 | $23.0 萬 | 0.1% | −1,029−42.9% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,980 | $22.7 萬 | 0.1% | +1,980 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 782 | $22.5 萬 | 0.1% | +782 | 新進 | 歷史 |
| LLYEli Lilly & Co | Stock | 608 | $22.4 萬 | 0.1% | −722−54.3% | 減碼 | 歷史 |
| LKQLKQ Corp | COM | 4,075 | $22.2 萬 | 0.1% | −470−10.3% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,107 | $22.0 萬 | 0.1% | +1,107 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 889 | $21.9 萬 | 0.1% | −35−3.8% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 3,361 | $21.7 萬 | 0.1% | +3,361 | 新進 | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,102 | $21.2 萬 | 0.1% | +1,102 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 4,896 | $21.1 萬 | 0.1% | −620−11.2% | 減碼 | – |
| COFCapital One Financial Corp | Stock | 2,209 | $21.0 萬 | 0.1% | +2,209 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 18,895 | $17.5 萬 | 0.1% | +1,205+6.8% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,746 | $14.0 萬 | 0.1% | +10,746 | 新進 | 歷史 |
| LICYLi-Cycle Holdings Corp. | COMMON SHARES | 18,218 | $9.73 萬 | 0.1% | +2,282+14.3% | 加碼 | 歷史 |
| HUTHut 8 Corp. | Common Stock | 16,688 | $2.80 萬 | <0.1% | +16,688 | 新進 | 歷史 |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 21,999 | $2.64 萬 | <0.1% | +21,999 | 新進 | – |
| AMLIFAmerican Lithium Corp. | COM | 10,000 | $2.01 萬 | <0.1% | +10,000 | 新進 | 歷史 |
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 |