Clarus Wealth Advisors
- SEC CIK
- 0001730149
- 最新申報
- 2026/7/9
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/14 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 119
- 較 2024 年第 3 季 −15
- 總值
- $2.01 億
- 較 2024 年第 3 季 +$452.7 萬 (+2.3%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Information Technology ETF92204A702 | ETF | 470 | $28.6 萬 | 0.1% | 00.0% | 不變 | – |
| ProShares Tr74347B680 | S&P MDCP 400 DIV | 3,508 | $27.7 萬 | 0.1% | +124+3.7% | 加碼 | – |
| iShares Tr46429B655 | FLTG RATE NT ETF | 5,355 | $27.3 萬 | 0.1% | 00.0% | 不變 | – |
| BPMCBlueprint Medicines Corp | COM | 2,573 | $26.6 萬 | 0.1% | −17−0.7% | 減碼 | 歷史 |
| GWWW.W. Grainger, Inc. | Stock | 240 | $25.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| NBIXNeurocrine Biosciences Inc | Stock | 1,766 | $25.3 萬 | 0.1% | +1,766 | 新進 | 歷史 |
| CNRCore Natural Resources, Inc. | COM | 2,469 | $25.2 萬 | 0.1% | −146−5.6% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 987 | $24.1 萬 | 0.1% | −454−31.5% | 減碼 | 歷史 |
| PSNParsons Corp | COM | 2,563 | $24.0 萬 | 0.1% | −25−1.0% | 減碼 | 歷史 |
| First Tr Exch Traded FD III33740J203 | EQUITY MARKET NE | 11,703 | $23.3 萬 | 0.1% | −316−2.6% | 減碼 | – |
| MWAMueller Water Products, Inc. | COM SER A | 10,467 | $23.3 萬 | 0.1% | −162−1.5% | 減碼 | 歷史 |
| BWABorgwarner Inc | COM | 7,236 | $22.9 萬 | 0.1% | −178−2.4% | 減碼 | 歷史 |
| First Tr Exchange-Traded FD33738D606 | LNG DUR OPRTUN | 11,026 | $22.5 萬 | 0.1% | −132−1.2% | 減碼 | – |
| TSCOTractor Supply Co | COM | 4,103 | $22.4 萬 | 0.1% | +4,103 | 新進 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,957 | $21.4 萬 | 0.1% | +39+2.0% | 加碼 | 歷史 |
| CIVICivitas Resources, Inc. | EQUITY US CM | 3,957 | $20.9 萬 | 0.1% | −64−1.6% | 減碼 | 歷史 |
| PNRPENTAIR plc | SHS | 2,031 | $20.0 萬 | 0.1% | +2,031 | 新進 | 歷史 |
| HUMAHumacyte, Inc. | COM | 41,063 | $18.0 萬 | 0.1% | +41,063 | 新進 | 歷史 |
| PLUGPlug Power Inc | Stock | 36,552 | $9.91 萬 | <0.1% | −1,545−4.1% | 減碼 | 歷史 |
2024 年第 3 季之後清倉（24 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 3 季股數 | 2024 年第 3 季市值 | 2024 年第 3 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | 4,689 | $80.2 萬 | 0.4% | 歷史 |
| UBERUber Technologies, Inc | Stock | 8,996 | $67.1 萬 | 0.3% | 歷史 |
| ZTSZoetis Inc. | Stock | 3,346 | $62.7 萬 | 0.3% | 歷史 |
| SNPSSynopsys Inc | COM | 1,212 | $60.0 萬 | 0.3% | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 4,537 | $26.7 萬 | 0.1% | – |
| QCOMQualcomm Inc | Stock | 1,515 | $25.3 萬 | 0.1% | 歷史 |
| HPEHewlett Packard Enterprise Co | COM | 11,458 | $23.9 萬 | 0.1% | 歷史 |
| AMATApplied Materials Inc | Stock | 1,186 | $23.7 萬 | 0.1% | 歷史 |
| MYGNMyriad Genetics Inc | COM | 8,890 | $23.2 萬 | 0.1% | 歷史 |
| PKGPackaging Corp of America | Stock | 1,054 | $22.5 萬 | 0.1% | 歷史 |
| JHGJanus Henderson Group Ltd. | ORD SHS | 5,778 | $22.3 萬 | 0.1% | 歷史 |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 14,486 | $22.2 萬 | 0.1% | 歷史 |
| AOSSmith A O Corp | COM | 2,514 | $22.2 萬 | 0.1% | 歷史 |
| ARCCAres Capital Corp | CEF | 10,310 | $21.7 萬 | 0.1% | 歷史 |
| TOLToll Brothers, Inc. | COM | 1,426 | $21.5 萬 | 0.1% | 歷史 |
| DOVDOVER Corp | COM | 1,136 | $21.3 萬 | 0.1% | 歷史 |
| CASYCaseys General Stores Inc | COM | 572 | $21.3 萬 | 0.1% | 歷史 |
| First Tr Exchange Traded FD33741X102 | SMID RISNG ETF | 5,849 | $21.1 萬 | 0.1% | – |
| SYKStryker Corp | Stock | 604 | $20.8 萬 | 0.1% | 歷史 |
| AMGNAmgen Inc | Stock | 656 | $20.8 萬 | 0.1% | 歷史 |
| GNRCGenerac Holdings Inc. | Stock | 1,197 | $20.8 萬 | 0.1% | 歷史 |
| Composecure Inc20459V113 | *W EXP 12/27/202 | 21,999 | $7.92 萬 | <0.1% | – |
| VUZIVuzix Corp | COM NEW | 15,000 | $1.81 萬 | <0.1% | 歷史 |
| AMLIFAmerican Lithium Corp. | COM | 10,000 | $6,040 | <0.1% | 歷史 |