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 |
|---|---|---|---|---|---|---|---|
| GISGeneral Mills Inc | Stock | 3,839 | $28.9 萬 | 0.2% | +127+3.4% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 4,133 | $28.6 萬 | 0.2% | +118+2.9% | 加碼 | – |
| FFord Motor Co | Stock | 17,702 | $26.5 萬 | 0.2% | −1,622−8.4% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 1,802 | $26.0 萬 | 0.2% | −43−2.3% | 減碼 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,785 | $24.9 萬 | 0.2% | −195−9.8% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 1,109 | $24.6 萬 | 0.1% | +2+0.2% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 1,193 | $24.3 萬 | 0.1% | +1,193 | 新進 | 歷史 |
| LKQLKQ Corp | COM | 4,238 | $24.2 萬 | 0.1% | +163+4.0% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 3,414 | $24.1 萬 | 0.1% | +53+1.6% | 加碼 | 歷史 |
| FASTFastenal Co | Stock | 4,082 | $23.6 萬 | 0.1% | +4,082 | 新進 | 歷史 |
| SYKStryker Corp | Stock | 797 | $23.5 萬 | 0.1% | +15+1.9% | 加碼 | 歷史 |
| INTUIntuit Inc. | Stock | 509 | $22.8 萬 | 0.1% | −55−9.8% | 減碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 3,987 | $22.6 萬 | 0.1% | +3,987 | 新進 | 歷史 |
| DRIDarden Restaurants Inc | COM | 1,385 | $22.6 萬 | 0.1% | +1,385 | 新進 | 歷史 |
| DHRDanaher Corp | Stock | 961 | $22.4 萬 | 0.1% | +72+8.1% | 加碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 3,107 | $21.1 萬 | 0.1% | +3,107 | 新進 | 歷史 |
| PECOPhillips Edison & Company, Inc. | COMMON STOCK | 6,254 | $20.7 萬 | 0.1% | +6,254 | 新進 | 歷史 |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 4,429 | $20.4 萬 | 0.1% | −467−9.5% | 減碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 468 | $20.4 萬 | 0.1% | +468 | 新進 | – |
| LICYLi-Cycle Holdings Corp. | COMMON SHARES | 34,125 | $20.0 萬 | 0.1% | +15,907+87.3% | 加碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 11,149 | $17.9 萬 | 0.1% | +403+3.8% | 加碼 | 歷史 |
| HUTHut 8 Corp. | Common Stock | 17,688 | $6.72 萬 | <0.1% | +1,000+6.0% | 加碼 | 歷史 |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 21,999 | $2.33 萬 | <0.1% | 00.0% | 不變 | – |
| AMLIFAmerican Lithium Corp. | COM | 10,000 | $1.99 萬 | <0.1% | 00.0% | 不變 | 歷史 |
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 |