Clear Rock Advisors, LLC 13F 持仓 · 最近申报 2024年Q2
Clear Rock Advisors 在 2024年Q2（报告期截至 2024-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 2.34 亿美元。前几大持仓：JMBS（9.89%）、VB（9.10%）、GOVT（9.04%）。本季前 25 大持仓中：新建仓 2 只、增持 13 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | JMBS | JANUS DETROIT STR TR | $23.1M | 9.89% | 518,185 | 增持 |
| 2 | VB | VANGUARD INDEX FDS | $21.3M | 9.10% | 97,644 | 减持 |
| 3 | GOVT | ISHARES TR | $21.1M | 9.04% | 937,059 | 增持 |
| 4 | USFR | WISDOMTREE TR | $14.7M | 6.28% | 292,008 | 减持 |
| 5 | CORP | PIMCO ETF TR | $14.6M | 6.24% | 153,518 | 减持 |
| 6 | SCHX | SCHWAB STRATEGIC TR | $7.7M | 3.27% | 119,257 | 减持 |
| 7 | MUNI | PIMCO ETF TR | $6.1M | 2.59% | 116,517 | 增持 |
| 8 | AVGO | BROADCOM INC | $5.4M | 2.32% | 3,376 | 减持 |
| 9 | LRCX | LAM RESEARCH CORP | $4.3M | 1.85% | 4,056 | 减持 |
| 10 | MSFT | MICROSOFT CORP | $4.3M | 1.85% | 9,711 | 增持 |
| 11 | APH | AMPHENOL CORP NEW | $4.3M | 1.82% | 63,221 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $4.2M | 1.80% | 34,063 | 新建仓 |
| 13 | COST | COSTCO WHSL CORP NEW | $4.1M | 1.75% | 4,824 | 减持 |
| 14 | AMZN | AMAZON COM INC | $3.8M | 1.61% | 19,533 | 增持 |
| 15 | SCHM | SCHWAB STRATEGIC TR | $3.7M | 1.58% | 47,491 | 减持 |
| 16 | SYK | STRYKER CORPORATION | $3.5M | 1.52% | 10,426 | 增持 |
| 17 | VIOO | VANGUARD ADMIRAL FDS INC | $3.5M | 1.50% | 35,835 | 减持 |
| 18 | ABBV | ABBVIE INC | $3.5M | 1.49% | 20,348 | 增持 |
| 19 | DHI | D R HORTON INC | $3.4M | 1.47% | 24,412 | 增持 |
| 20 | V | VISA INC | $3.4M | 1.47% | 13,067 | 增持 |
| 21 | BAC | BANK AMERICA CORP | $3.4M | 1.44% | 85,025 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO. | $3.2M | 1.38% | 15,969 | 增持 |
| 23 | AAPL | APPLE INC | $3.2M | 1.37% | 15,189 | 增持 |
| 24 | TSCO | TRACTOR SUPPLY CO | $3.1M | 1.33% | 11,497 | 减持 |
| 25 | CRM | SALESFORCE INC | $3.1M | 1.31% | 11,964 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2024-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR