13F 机构持仓

Clark Capital Management Group, Inc.

PHILADELPHIA PA · SEC CIK 0001352187

2026Q22026Q1 更早 9 个季度 🔒
$183.47亿2026Q2 申报市值
542持仓数
29.5%前十大占比 · 第一大 8.2%
67 / 50新建仓 / 清仓
申报市值走势$183.47亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

HYG 8.2%
SPYM 3.6%
AAPL 3.2%
NVDA 2.6%
GOOGL 2.4%
IVV 2.3%
MSFT 2.2%
JNK 1.9%
IXUS 1.5%
JPM 1.5%

2026Q2 买入最多 按季末市值估算

AAPL 加仓+$1.41亿
EWY 新建仓+$1.41亿
AMZN 加仓+$9,348.60万
INTC 加仓+$7,943.67万
ADI 加仓+$6,917.58万

2026Q2 卖出最多 按季末市值估算

ABBV 减仓-$1.17亿
IJR 减仓-$8,505.04万
GOOGL 减仓-$7,999.55万
CHKP 清仓-$7,018.20万
AMAT 减仓-$6,982.39万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
SWKS SKYWORKS SOLUTIONS INC $1,113.83万0.06%164,282 164,282— $1,113.83万 新建仓
TLN TALEN ENERGY CORP $1,122.54万0.06%29,213 -8,380-22.3% -$322.01万 减仓
PDBA INVESCO ACTVELY MNGD ETC FD $1,123.71万0.06%315,473 100,64746.9% $358.50万 加仓
PACS PACS GROUP INC $1,127.89万0.06%264,514 264,514— $1,127.89万 新建仓
YETI YETI HLDGS INC $1,131.88万0.06%228,386 -767,724-77.1% -$3,804.84万 减仓
NTCT NETSCOUT SYS INC $1,164.90万0.06%267,486 267,486— $1,164.90万 新建仓
FIVN FIVE9 INC $1,181.09万0.06%553,981 -350,845-38.8% -$748.00万 减仓
BOOT BOOT BARN HLDGS INC $1,241.36万0.07%75,568 5,3347.6% $87.62万 加仓
CART MAPLEBEAR INC $1,265.14万0.07%267,189 43,89419.7% $207.84万 加仓
CR CRANE COMPANY $1,278.80万0.07%57,327 4,5428.6% $101.32万 加仓
JPST J P MORGAN EXCHANGE TRADED F $1,320.56万0.07%261,136 -22,878-8.1% -$115.69万 减仓
SNOW SNOWFLAKE INC $1,379.75万0.08%54,214 54,214— $1,379.75万 新建仓
MRVL MARVELL TECHNOLOGY INC $1,383.96万0.08%46,459 46,459— $1,383.96万 新建仓
NFLX NETFLIX INC. $1,391.13万0.08%194,836 64,85349.9% $463.05万 加仓
V VISA INC $1,404.89万0.08%40,948 -841-2.0% -$28.85万 减仓
TRMK TRUSTMARK CORP $1,421.08万0.08%308,864 -52,523-14.5% -$241.66万 减仓
URBN URBAN OUTFITTERS INC $1,473.91万0.08%208,003 65,43945.9% $463.70万 加仓
EXEL EXELIXIS INC $1,479.29万0.08%271,878 128,89890.2% $701.33万 加仓
GTY GETTY RLTY CORP NEW $1,485.62万0.08%445,330 33,8128.2% $112.80万 加仓
PLXS PLEXUS CORP $1,511.77万0.08%50,280 4,1659.0% $125.23万 加仓
PRDO PERDOCEO ED CORP $1,527.30万0.08%477,281 37,7328.6% $120.74万 加仓
EVTC EVERTEC INC $1,562.33万0.09%562,394 -33,952-5.7% -$94.32万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $1,562.96万0.09%92,738 92,738— $1,562.96万 新建仓
WTS WATTS WATER TECHNOLOGIES INC $1,592.15万0.09%40,673 3,2188.6% $125.97万 加仓
VIRT VIRTU FINL INC $1,593.84万0.09%267,558 -110,183-29.2% -$656.36万 减仓
TJX TJX COS INC NEW $1,672.50万0.09%110,396 66,665152.4% $1,009.97万 加仓
LCII LCI INDS $1,680.20万0.09%158,689 75,54090.8% $799.82万 加仓
MCRI MONARCH CASINO & RESORT INC $1,791.60万0.10%136,129 57,62273.4% $758.36万 加仓
HALO HALOZYME THERAPEUTICS INC $1,815.52万0.10%231,956 17,8548.3% $139.74万 加仓
COWG PACER FDS TR $1,901.90万0.10%473,741 -57,459-10.8% -$230.68万 减仓
CNO CNO FINL GROUP INC $2,009.17万0.11%394,109 32,5539.0% $165.96万 加仓
VRT VERTIV HOLDINGS CO $2,030.28万0.11%60,638 -3,330-5.2% -$111.50万 减仓
SPLB SPDR SERIES TRUST $2,049.94万0.11%915,153 320,92154.0% $718.86万 加仓
BRC BRADY CORP $2,105.37万0.11%229,919 55,05231.5% $504.11万 加仓
LRCX LAM RESEARCH CORP $2,127.65万0.12%49,100 41,774570.2% $1,810.19万 加仓
PLMR PALOMAR HLDGS INC $2,148.52万0.12%169,991 12,7178.1% $160.73万 加仓
SNX TD SYNNEX CORPORATION $2,288.75万0.12%85,612 38,18480.5% $1,020.81万 加仓
CRL CHARLES RIV LABS INTL INC $2,301.06万0.13%101,462 14,95317.3% $339.12万 加仓
SPSB SPDR SERIES TRUST $2,354.22万0.13%784,477 124,61518.9% $373.97万 加仓
YOU CLEAR SECURE INC $2,367.74万0.13%424,860 27,8097.0% $154.98万 加仓
TILE INTERFACE INC $2,487.04万0.14%693,929 53,4538.3% $191.58万 加仓
SPIB SPDR SERIES TRUST $2,592.42万0.14%774,781 88,96113.0% $297.66万 加仓
LQD ISHARES TR $2,606.32万0.14%238,959 27,41813.0% $299.05万 加仓
ESI ELEMENT SOLUTIONS INC $2,749.10万0.15%575,727 44,2638.3% $211.36万 加仓
JD JD.COM INC $2,771.52万0.15%1,087,722 1,087,722— $2,771.52万 新建仓
GFI GOLD FIELDS LTD $3,146.47万0.17%936,728 -185,484-16.5% -$623.04万 减仓
SPCX SPACE EXPLORATION TECHN CORP $3,321.30万0.18%194,387 194,387— $3,321.30万 新建仓
TM TOYOTA MOTOR CORP $3,330.37万0.18%197,742 -200,609-50.4% -$3,378.65万 减仓
CRH CRH PLC $3,352.05万0.18%313,276 3,7761.2% $40.40万 加仓
MTUM ISHARES TR $3,363.58万0.18%98,112 97,15810,184.3% $3,330.87万 加仓
NEM NEWMONT CORP $3,395.66万0.19%363,561 -260,811-41.8% -$2,435.97万 减仓
SPSM SPDR SERIES TRUST $3,499.13万0.19%606,750 606,750— $3,499.13万 新建仓
SPYG SPDR SERIES TRUST $3,553.65万0.19%298,651 293,2255,404.1% $3,489.09万 加仓
NGG NATIONAL GRID PLC $3,555.35万0.19%429,028 -433,132-50.2% -$3,589.36万 减仓
XMMO INVESCO EXCHANGE TRADED FD T $3,569.64万0.19%209,806 -7,529-3.5% -$128.10万 减仓
AMD ADVANCED MICRO DEVICES INC $3,694.78万0.20%63,603 -856-1.3% -$49.73万 减仓
LOGI LOGITECH INTL S A $3,769.26万0.21%400,815 7,0551.8% $66.35万 加仓
JLL JONES LANG LASALLE INC $3,772.90万0.21%121,726 117,6412,879.8% $3,646.28万 加仓
CACI CACI INTL INC $3,847.09万0.21%83,044 -11,408-12.1% -$528.49万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $3,848.65万0.21%99,518 98,71212,247.1% $3,817.48万 加仓
ADBE ADOBE INC $3,859.18万0.21%188,234 26,66216.5% $546.63万 加仓
CHRW C H ROBINSON WORLDWIDE IN $3,860.59万0.21%204,980 204,980— $3,860.59万 新建仓
SNDK SANDISK CORP $3,929.98万0.21%17,284 16,3401,730.9% $3,715.33万 加仓
COP CONOCOPHILLIPS $4,079.87万0.22%392,446 1,4880.4% $15.47万 加仓
PNC PNC FINL SVCS GROUP INC $4,157.18万0.23%168,840 167,75115,404.1% $4,130.37万 加仓
TSLA TESLA INC $4,241.61万0.23%100,847 17,75221.4% $746.65万 加仓
COST COSTCO WHOLESALE CORPORATION $4,255.32万0.23%45,489 37,347458.7% $3,493.67万 加仓
MNST MONSTER BEVERAGE CORP NEW $4,336.02万0.24%451,105 7,2711.6% $69.89万 加仓
DIS DISNEY WALT CO $4,367.65万0.24%453,782 5,5841.2% $53.75万 加仓
DELL DELL TECHNOLOGIES INC $4,557.60万0.25%105,632 105,632— $4,557.60万 新建仓
BLK BLACKROCK INC $4,567.19万0.25%47,498 3310.7% $31.83万 加仓
BG BUNGE GLOBAL SA $4,641.73万0.25%434,904 434,904— $4,641.73万 新建仓
G GENPACT LIMITED $4,732.40万0.26%1,720,872 -630,702-26.8% -$1,734.43万 减仓
OSIS OSI SYSTEMS INC $4,787.63万0.26%218,913 -51,507-19.0% -$1,126.46万 减仓
CPA COPA HOLDINGS SA $4,945.27万0.27%317,881 4,9851.6% $77.55万 加仓
GILD GILEAD SCIENCES INC $5,000.33万0.27%395,783 394,10923,543.0% $4,979.18万 加仓
PPG PPG INDS INC $5,044.78万0.27%415,927 3,8480.9% $46.67万 加仓
DGX QUEST DIAGNOSTICS INC $5,125.94万0.28%241,846 6,4242.7% $136.16万 加仓
KB KB FINL GROUP INC $5,126.64万0.28%488,438 138,83439.7% $1,457.20万 加仓
STM STMICROELECTRONICS N V $5,150.15万0.28%687,695 687,695— $5,150.15万 新建仓
SLB SLB LIMITED $5,191.96万0.28%1,116,791 18,1751.7% $84.50万 加仓
ALC ALCON AG $5,225.12万0.28%778,707 778,707— $5,225.12万 新建仓
SWK STANLEY BLACK & DECKER INC $5,295.26万0.29%562,607 10,6101.9% $99.86万 加仓
CEG CONSTELLATION ENERGY CORP $5,347.21万0.29%215,292 -72,727-25.3% -$1,806.32万 减仓
GE GE AEROSPACE $5,381.91万0.29%144,005 -37,535-20.7% -$1,402.80万 减仓
UNP UNION PAC CORP $5,414.65万0.30%199,068 196,4197,414.8% $5,342.60万 加仓
GMED GLOBUS MED INC $5,427.19万0.30%686,899 586,212582.2% $4,631.66万 加仓
SEIC SEI INVTS CO $5,604.09万0.31%638,934 -198,911-23.7% -$1,744.65万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $5,615.07万0.31%615,687 -170,844-21.7% -$1,558.10万 减仓
AFL AFLAC INC $5,661.39万0.31%482,848 6,2781.3% $73.61万 加仓
SO SOUTHERN CO $5,677.34万0.31%593,182 8,1751.4% $78.24万 加仓
SPG SIMON PPTY GROUP INC NEW $5,736.08万0.31%256,476 2,8971.1% $64.79万 加仓
NEE NEXTERA ENERGY INC $5,754.05万0.31%655,583 4,3010.7% $37.75万 加仓
HSY HERSHEY CO $5,765.40万0.31%328,606 3,1991.0% $56.13万 加仓
IWX ISHARES TR $5,941.87万0.32%565,031 -108,469-16.1% -$1,140.66万 减仓
SU SUNCOR ENERGY INC NEW $5,942.43万0.32%1,107,011 418,02560.7% $2,243.96万 加仓
AM ANTERO MIDSTREAM CORP $5,952.26万0.32%2,616,377 63,3052.5% $144.02万 加仓
IRM IRON MTN INC DEL $6,022.03万0.33%476,766 8,4011.8% $106.11万 加仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $6,033.26万0.33%2,407,525 -1,156,815-32.5% -$2,898.98万 减仓
VIK VIKING HOLDINGS LTD $6,056.24万0.33%578,603 578,603— $6,056.24万 新建仓