Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/7/11 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 130
- 較 2024 年第 1 季 0
- 總值
- $1.88 億
- 較 2024 年第 1 季 +$1,159 萬 (+6.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| GLDSPDR Gold Trust | ETF | 7,729 | $169.5 萬 | 0.9% | +115+1.5% | 加碼 | 歷史 |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 11,940 | $169.6 萬 | 0.9% | +249+2.1% | 加碼 | – |
| iShares Tr464288257 | MSCI ACWI ETF | 14,794 | $171.3 萬 | 0.9% | +14,794 | 新進 | – |
| iShares MSCI Eafe ETF464287465 | ETF | 21,391 | $172.2 萬 | 0.9% | −18,215−46.0% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 12,853 | $173.4 萬 | 0.9% | −367−2.8% | 減碼依 10 比 1 拆股換算 | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 23,503 | $182.1 萬 | 1.0% | +8,851+60.4% | 加碼 | – |
| State Street Communication Services Select Sector SPDR ETF81369Y852 | ETF | 21,071 | $185.0 萬 | 1.0% | −686−3.2% | 減碼 | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 17,261 | $186.8 萬 | 1.0% | −4,255−19.8% | 減碼 | – |
| State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853 | ETF | 47,516 | $196.8 萬 | 1.0% | +1,940+4.3% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 7,188 | $197.7 萬 | 1.1% | +543+8.2% | 加碼 | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 14,900 | $218.0 萬 | 1.2% | +282+1.9% | 加碼 | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 53,831 | $225.6 萬 | 1.2% | −708−1.3% | 減碼 | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 21,005 | $256.1 萬 | 1.4% | +40+0.2% | 加碼 | – |
| J P Morgan Exchange Traded F46641Q761 | US QUALTY FCTR | 56,755 | $304.3 萬 | 1.6% | +2,402+4.4% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 18,196 | $333.4 萬 | 1.8% | +947+5.5% | 加碼 | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 50,933 | $368.9 萬 | 2.0% | +3,244+6.8% | 加碼 | – |
| State Street SPDR S&P 600 Small Cap Value ETF78464A300 | ETF | 50,547 | $395.1 萬 | 2.1% | −533−1.0% | 減碼 | – |
| State Street SPDR S&P 400 Mid Cap Value ETF78464A839 | ETF | 56,510 | $411.2 萬 | 2.2% | −1,133−2.0% | 減碼 | – |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 117,755 | $425.1 萬 | 2.3% | −1,808−1.5% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 87,902 | $431.8 萬 | 2.3% | −1,991−2.2% | 減碼 | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 29,503 | $487.0 萬 | 2.6% | −425−1.4% | 減碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 14,320 | $561.2 萬 | 3.0% | −45−0.3% | 減碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 97,691 | $570.2 萬 | 3.0% | +5,414+5.9% | 加碼 | – |
| Pacer FDS Tr69374H865 | EMRG MKT CASH | 273,446 | $571.2 萬 | 3.0% | −9,375−3.3% | 減碼 | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 97,128 | $640.9 萬 | 3.4% | +2,552+2.7% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 26,977 | $641.2 萬 | 3.4% | −972−3.5% | 減碼 | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 149,223 | $803.1 萬 | 4.3% | +1,361+0.9% | 加碼 | – |
| AAPLApple Inc. | Stock | 37,614 | $876.3 萬 | 4.7% | −6,300−14.3% | 減碼 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 25,250 | $1,417 萬 | 7.5% | +1,530+6.5% | 加碼 | 歷史 |
| Vanguard World FD921910816 | MEGA GRWTH IND | 43,874 | $1,449 萬 | 7.7% | +10,110+29.9% | 加碼 | – |
2024 年第 1 季之後清倉（14 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Core S&P Small Cap ETF464287804 | ETF | 20,780 | $219.6 萬 | 1.2% | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 15,748 | $139.8 萬 | 0.8% | – |
| CRMSalesforce, Inc. | Stock | 2,096 | $62.8 萬 | 0.4% | 歷史 |
| First Trust Dow Jones Internet Index Fund33733E302 | ETF | 3,059 | $62.8 萬 | 0.4% | – |
| NETCloudflare, Inc. | CL A COM | 6,485 | $61.5 萬 | 0.3% | 歷史 |
| ODFLOld Dominion Freight Line, Inc. | COM | 2,796 | $60.1 萬 | 0.3% | 歷史 |
| HDHome Depot, Inc. | Stock | 1,703 | $59.7 萬 | 0.3% | 歷史 |
| VVisa Inc. | Stock | 1,329 | $36.5 萬 | 0.2% | 歷史 |
| MCDMcDonalds Corp | Stock | 1,246 | $33.5 萬 | 0.2% | 歷史 |
| CMICummins Inc | Stock | 1,070 | $32.3 萬 | 0.2% | 歷史 |
| FASTFastenal Co | Stock | 2,883 | $21.5 萬 | 0.1% | 歷史 |
| INTUIntuit Inc. | Stock | 332 | $20.9 萬 | 0.1% | 歷史 |
| LOWLowes Companies Inc | Stock | 875 | $20.8 萬 | 0.1% | 歷史 |
| MSCIMSCI Inc. | Stock | 379 | $20.2 萬 | 0.1% | 歷史 |