Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2023 年第 2 季持倉
持倉截至 2023/6/30，2023/7/10 申報。只含多頭部位，變化是跟 2023 年第 1 季比股數。
- 持股檔數
- 124
- 較 2023 年第 1 季 −1
- 總值
- $1.65 億
- 較 2023 年第 1 季 +$566.4 萬 (+3.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 46,064 | $176.6 萬 | 1.1% | +5,061+12.3% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 54,330 | $182.5 萬 | 1.1% | −7,901−12.7% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 61,109 | $195.4 萬 | 1.2% | +2,100+3.6% | 加碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 29,169 | $199.5 萬 | 1.2% | +1,343+4.8% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 48,931 | $209.6 萬 | 1.3% | +1,775+3.8% | 加碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 20,711 | $218.6 萬 | 1.3% | +2,287+12.4% | 加碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 20,754 | $220.4 萬 | 1.3% | +987+5.0% | 加碼 | – |
| iShares Tr464288653 | 10-20 YR TRS ETF | 21,605 | $231.2 萬 | 1.4% | +3,090+16.7% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 25,686 | $254.5 萬 | 1.5% | +2,513+10.8% | 加碼 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 36,891 | $261.6 萬 | 1.6% | +3,208+9.5% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 23,370 | $373.5 萬 | 2.3% | +1,923+9.0% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,460 | $375.4 萬 | 2.3% | +1,482+11.4% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 13,557 | $379.8 萬 | 2.3% | +43+0.3% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 50,633 | $386.8 萬 | 2.3% | +2,503+5.2% | 加碼 | – |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 202,412 | $394.5 萬 | 2.4% | +8,744+4.5% | 加碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 95,244 | $491.1 萬 | 3.0% | +6,152+6.9% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 28,942 | $495.5 萬 | 3.0% | −883−3.0% | 減碼 | – |
| Vanguard World FD921910816 | MEGA GRWTH IND | 22,432 | $522.5 萬 | 3.2% | +157+0.7% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 82,073 | $586.8 萬 | 3.6% | +7,742+10.4% | 加碼 | – |
| Pacer FDS Tr69374H717 | LUNT LRG CP ALTR | 157,720 | $587.0 萬 | 3.6% | +5,425+3.6% | 加碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 135,445 | $644.3 萬 | 3.9% | +3,675+2.8% | 加碼 | – |
| AAPLApple Inc. | Stock | 46,185 | $880.6 萬 | 5.4% | −1,831−3.8% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 21,861 | $958.7 萬 | 5.8% | +1,316+6.4% | 加碼 | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 103,850 | $1,542 萬 | 9.4% | +2,672+2.6% | 加碼 | – |
2023 年第 1 季之後清倉（16 檔）
2023 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 1 季股數 | 2023 年第 1 季市值 | 2023 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| BRK.ABerkshire Hathaway Inc | CL A | 14 | $669.2 萬 | 4.2% | 歷史 |
| iShares Tr464287440 | 7-10 YR TRSY BD | 9,921 | $99.7 萬 | 0.6% | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,408 | $75.3 萬 | 0.5% | 歷史 |
| ADBEAdobe Inc. | Stock | 1,375 | $52.3 萬 | 0.3% | 歷史 |
| DEDeere & Co | Stock | 1,074 | $39.7 萬 | 0.2% | 歷史 |
| First Tr Exchange-Traded FD33739Q408 | FIRST TR ENH NEW | 6,519 | $38.8 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33734X184 | UTILITIES ALPH | 10,797 | $36.0 萬 | 0.2% | – |
| SPDR Index Shs FDS78463X749 | ST DOW GLOBA ETF | 8,614 | $35.4 萬 | 0.2% | – |
| First Tr Exchange-Traded FD33738D408 | FIRST TR TA HIYL | 8,920 | $35.4 萬 | 0.2% | – |
| VLOValero Energy Corp | Stock | 2,021 | $26.8 萬 | 0.2% | 歷史 |
| MOAltria Group, Inc. | Stock | 5,352 | $23.8 萬 | 0.1% | 歷史 |
| SRPTSarepta Therapeutics, Inc. | COM | 1,666 | $23.7 萬 | 0.1% | 歷史 |
| CVXChevron Corp | Stock | 1,369 | $23.0 萬 | 0.1% | 歷史 |
| LLYEli Lilly & Co | Stock | 608 | $22.4 萬 | 0.1% | 歷史 |
| PANWPalo Alto Networks Inc | Stock | 1,102 | $21.2 萬 | 0.1% | 歷史 |
| COFCapital One Financial Corp | Stock | 2,209 | $21.0 萬 | 0.1% | 歷史 |