Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/4/11 申報。只含多頭部位，變化是跟 2023 年第 4 季比股數。
- 持股檔數
- 130
- 較 2023 年第 4 季 +6
- 總值
- $1.77 億
- 較 2023 年第 4 季 +$755.4 萬 (+4.5%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 9,427 | $28.6 萬 | 0.2% | −3,995−29.8% | 減碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,355 | $27.3 萬 | 0.2% | 00.0% | 不變 | – |
| XOMExxonMobil Holdings Corp | COM | 2,185 | $26.7 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,419 | $25.9 萬 | 0.1% | −50−1.4% | 減碼 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,530 | $25.7 萬 | 0.1% | −39−0.9% | 減碼 | – |
| JPMorgan Nasdaq Equity Premium Income ETF46654Q203 | ETF | 4,784 | $25.6 萬 | 0.1% | +4,784 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 469 | $24.1 萬 | 0.1% | 00.0% | 不變 | – |
| GWWW.W. Grainger, Inc. | Stock | 240 | $24.0 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,113 | $23.3 萬 | 0.1% | −269−19.5% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 6,494 | $22.6 萬 | 0.1% | +6,494 | 新進 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 13,887 | $22.4 萬 | 0.1% | −106−0.8% | 減碼 | 歷史 |
| BPMCBlueprint Medicines Corp | COM | 2,478 | $22.4 萬 | 0.1% | −841−25.3% | 減碼 | 歷史 |
| FASTFastenal Co | Stock | 2,883 | $21.5 萬 | 0.1% | −226−7.3% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 10,865 | $21.5 萬 | 0.1% | +10,865 | 新進 | – |
| CNRCore Natural Resources, Inc. | COM | 2,548 | $21.4 萬 | 0.1% | +352+16.0% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 605 | $21.0 萬 | 0.1% | −57−8.6% | 減碼 | 歷史 |
| AOSSmith A O Corp | COM | 2,442 | $20.9 萬 | 0.1% | −55−2.2% | 減碼 | 歷史 |
| PSNParsons Corp | COM | 2,602 | $20.9 萬 | 0.1% | −617−19.2% | 減碼 | 歷史 |
| INTUIntuit Inc. | Stock | 332 | $20.9 萬 | 0.1% | −2−0.6% | 減碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 863 | $20.8 萬 | 0.1% | +863 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 875 | $20.8 萬 | 0.1% | +875 | 新進 | 歷史 |
| ARCCAres Capital Corp | CEF | 10,118 | $20.6 萬 | 0.1% | −627−5.8% | 減碼 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,490 | $20.6 萬 | 0.1% | −352−19.1% | 減碼 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,094 | $20.5 萬 | 0.1% | +1,094 | 新進 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 6,372 | $20.5 萬 | 0.1% | +6,372 | 新進 | 歷史 |
| MSCIMSCI Inc. | Stock | 379 | $20.2 萬 | 0.1% | −998−72.5% | 減碼 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 11,100 | $16.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PLUGPlug Power Inc | Stock | 38,316 | $11.8 萬 | 0.1% | +510+1.3% | 加碼 | 歷史 |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 21,999 | $1.12 萬 | <0.1% | 00.0% | 不變 | – |
| AMLIFAmerican Lithium Corp. | COM | 10,000 | $6,799 | <0.1% | 00.0% | 不變 | 歷史 |
2023 年第 4 季之後清倉（10 檔）
2023 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2023 年第 4 季股數 | 2023 年第 4 季市值 | 2023 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 34,938 | $162.0 萬 | 1.0% | – |
| iShares Tr464288604 | MRGSTR SM CP GR | 30,816 | $130.1 萬 | 0.8% | – |
| First Tr Exchange-Traded FD33738D309 | SENIOR LN FD | 8,024 | $37.0 萬 | 0.2% | – |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 7,788 | $24.5 萬 | 0.1% | – |
| LUVSouthwest Airlines Co | COM | 8,140 | $24.4 萬 | 0.1% | 歷史 |
| ABBVAbbVie Inc. | Stock | 1,328 | $21.7 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 695 | $21.2 萬 | 0.1% | 歷史 |
| MYGNMyriad Genetics Inc | COM | 10,119 | $20.4 萬 | 0.1% | 歷史 |
| CTSHCognizant Technology Solutions Corp | CL A | 2,669 | $20.2 萬 | 0.1% | 歷史 |
| CMCSAComcast Corp | Stock | 4,720 | $20.1 萬 | 0.1% | 歷史 |