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 |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33733E872 | LUNT US FACTOR | 8,465 | $26.9 萬 | 0.1% | −962−10.2% | 減碼 | – |
| QCOMQualcomm Inc | Stock | 1,257 | $26.2 萬 | 0.1% | +1,257 | 新進 | 歷史 |
| AMATApplied Materials Inc | Stock | 1,022 | $26.1 萬 | 0.1% | −91−8.2% | 減碼 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 2,640 | $26.1 萬 | 0.1% | +92+3.6% | 加碼 | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,608 | $25.9 萬 | 0.1% | +78+1.7% | 加碼 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,504 | $25.7 萬 | 0.1% | +85+2.5% | 加碼 | – |
| NBIXNeurocrine Biosciences Inc | Stock | 1,740 | $25.6 萬 | 0.1% | +250+16.8% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 2,251 | $25.2 萬 | 0.1% | +66+3.0% | 加碼 | 歷史 |
| PSNParsons Corp | COM | 3,163 | $25.1 萬 | 0.1% | +561+21.6% | 加碼 | 歷史 |
| MYGNMyriad Genetics Inc | COM | 9,822 | $24.7 萬 | 0.1% | +9,822 | 新進 | 歷史 |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 12,221 | $24.1 萬 | 0.1% | +1,356+12.5% | 加碼 | – |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 11,356 | $24.1 萬 | 0.1% | −17,129−60.1% | 減碼 | – |
| AMGNAmgen Inc | Stock | 724 | $23.3 萬 | 0.1% | +724 | 新進 | 歷史 |
| VLOValero Energy Corp | Stock | 1,599 | $23.2 萬 | 0.1% | +1,599 | 新進 | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 6,491 | $22.8 萬 | 0.1% | +119+1.9% | 加碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 3,261 | $22.2 萬 | 0.1% | +3,261 | 新進 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 240 | $21.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BWABorgwarner Inc | COM | 6,747 | $21.7 萬 | 0.1% | +253+3.9% | 加碼 | 歷史 |
| NXPINXP Semiconductors N.V. | COM | 766 | $21.6 萬 | 0.1% | −97−11.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 10,216 | $21.6 萬 | 0.1% | +98+1.0% | 加碼 | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 14,261 | $21.6 萬 | 0.1% | +374+2.7% | 加碼 | 歷史 |
| AOSSmith A O Corp | COM | 2,543 | $21.1 萬 | 0.1% | +101+4.1% | 加碼 | 歷史 |
| SYKStryker Corp | Stock | 615 | $20.7 萬 | 0.1% | +10+1.7% | 加碼 | 歷史 |
| DOVDOVER Corp | COM | 1,142 | $20.4 萬 | 0.1% | +1,142 | 新進 | 歷史 |
| MWAMueller Water Products, Inc. | COM SER A | 10,922 | $20.2 萬 | 0.1% | −178−1.6% | 減碼 | 歷史 |
| CASYCaseys General Stores Inc | COM | 552 | $20.1 萬 | 0.1% | +552 | 新進 | 歷史 |
| PKGPackaging Corp of America | Stock | 1,116 | $20.1 萬 | 0.1% | +22+2.0% | 加碼 | 歷史 |
| PLUGPlug Power Inc | Stock | 38,097 | $10.2 萬 | 0.1% | −219−0.6% | 減碼 | 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 | $5,687 | <0.1% | 00.0% | 不變 | 歷史 |
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 |