Clayton Financial Group LLC
ST. LOUIS MO · SEC CIK 0002011212
$1.81亿2026Q2 申报市值
65持仓数
76.0%前十大占比 · 第一大 16.5%
0 / 549新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VTV 加仓+$68.95万
VBR 加仓+$65.19万
VUG 加仓+$61.32万
VOT 加仓+$47.75万
VBK 加仓+$31.16万
2026Q2 卖出最多 按季末市值估算
SMBC 清仓-$1,793.03万
NVDA 减仓-$169.02万
AAPL 减仓-$147.57万
QDF 清仓-$134.45万
VTI 减仓-$80.12万
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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $2,992.89万 | 16.55% | 347,445 | 7,119 | 2.1% | $61.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,860.87万 | 15.82% | 131,275 | 3,164 | 2.5% | $68.95万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,723.67万 | 9.53% | 87,231 | 1,477 | 1.7% | $29.19万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,657.96万 | 9.17% | 54,129 | 1,559 | 3.0% | $47.75万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $1,142.50万 | 6.32% | 47,019 | 2,683 | 6.1% | $65.19万 | 加仓 |
| IJT | ISHARES TR | $855.75万 | 4.73% | 47,914 | 414 | 0.9% | $7.39万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $818.28万 | 4.52% | 22,375 | 852 | 4.0% | $31.16万 | 加仓 |
| IEFA | ISHARES TR | $635.75万 | 3.51% | 65,826 | -2,072 | -3.1% | -$20.01万 | 减仓 |
| IJS | ISHARES TR | $534.85万 | 2.96% | 39,132 | 796 | 2.1% | $10.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $519.27万 | 2.87% | 7,051 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $330.71万 | 1.83% | 8,937 | -2,165 | -19.5% | -$80.12万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $269.55万 | 1.49% | 27,953 | -188 | -0.7% | -$1.81万 | 减仓 |
| IEMG | ISHARES INC | $238.80万 | 1.32% | 28,827 | 534 | 1.9% | $4.42万 | 加仓 |
| EFG | ISHARES TR | $225.48万 | 1.25% | 18,122 | -473 | -2.5% | -$5.89万 | 减仓 |
| EFV | ISHARES TR | $199.09万 | 1.10% | 26,007 | -408 | -1.5% | -$3.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.86万 | 0.99% | 3,574 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $173.26万 | 0.96% | 10,547 | 18 | 0.2% | $2,957 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.83% | 2 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $145.00万 | 0.80% | 5,762 | -1,204 | -17.3% | -$30.30万 | 减仓 |
| IVW | ISHARES TR | $131.75万 | 0.73% | 9,580 | 3 | 0.0% | $413 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $131.24万 | 0.73% | 44,595 | -5,099 | -10.3% | -$15.01万 | 减仓 |
| AAPL | APPLE INC | $126.74万 | 0.70% | 4,380 | -5,100 | -53.8% | -$147.57万 | 减仓 |
| VO | VANGUARD INDEX FDS | $125.71万 | 0.70% | 15,602 | -250 | -1.6% | -$2.01万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $124.58万 | 0.69% | 3,683 | -280 | -7.1% | -$9.47万 | 减仓 |
| BA | BOEING CO | $116.29万 | 0.64% | 5,372 | -118 | -2.1% | -$2.55万 | 减仓 |
| TPR | TAPESTRY INC | $86.20万 | 0.48% | 5,889 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $85.57万 | 0.47% | 2,823 | -8 | -0.3% | -$2,425 | 减仓 |
| PEP | PEPSICO INC | $84.35万 | 0.47% | 6,230 | -267 | -4.1% | -$3.62万 | 减仓 |
| EMR | EMERSON ELEC CO | $78.73万 | 0.44% | 5,500 | 879 | 19.0% | $12.58万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $78.01万 | 0.43% | 27,488 | -3,148 | -10.3% | -$8.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $72.90万 | 0.40% | 4,971 | -450 | -8.3% | -$6.60万 | 减仓 |
| IVV | ISHARES TR | $67.71万 | 0.37% | 904 | -105 | -10.4% | -$7.86万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.59万 | 0.37% | 21,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $65.01万 | 0.36% | 1,819 | -1,112 | -37.9% | -$39.74万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.72万 | 0.32% | 2,884 | -8,446 | -74.5% | -$169.02万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $55.65万 | 0.31% | 6,133 | -83 | -1.3% | -$7,531 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $55.49万 | 0.31% | 7,939 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $51.82万 | 0.29% | 2,282 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $44.28万 | 0.24% | 4,280 | -221 | -4.9% | -$2.29万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $40.13万 | 0.22% | 7,428 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $38.80万 | 0.21% | 1,576 | -66 | -4.0% | -$1.63万 | 减仓 |
| IJK | ISHARES TR | $38.17万 | 0.21% | 3,248 | 1 | 0.0% | $118 | 加仓 |
| MSFT | MICROSOFT CORP | $38.07万 | 0.21% | 1,021 | -588 | -36.5% | -$21.92万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $36.97万 | 0.20% | 10,035 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $33.58万 | 0.19% | 732 | -7 | -0.9% | -$3,211 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.18% | 5,000 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $31.57万 | 0.17% | 4,095 | 2 | 0.0% | $154 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.93万 | 0.17% | 1,100 | -249 | -18.5% | -$7.00万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $29.85万 | 0.17% | 8,096 | -430 | -5.0% | -$1.59万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.79万 | 0.16% | 4,996 | -347 | -6.5% | -$2.00万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.66万 | 0.16% | 398 | -67 | -14.4% | -$4.82万 | 减仓 |
| IWD | ISHARES TR | $27.34万 | 0.15% | 1,128 | -1,147 | -50.4% | -$27.80万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $27.20万 | 0.15% | 4,541 | -129 | -2.8% | -$7,727 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.37万 | 0.15% | 1,384 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $25.40万 | 0.14% | 1,735 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $24.37万 | 0.13% | 645 | -257 | -28.5% | -$9.71万 | 减仓 |
| IJJ | ISHARES TR | $22.67万 | 0.13% | 1,535 | 5 | 0.3% | $738 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $22.49万 | 0.12% | 1,243 | -57 | -4.4% | -$1.03万 | 减仓 |
| CSCO | CISCO SYS INC | $22.32万 | 0.12% | 1,900 | -437 | -18.7% | -$5.13万 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.28万 | 0.12% | 648 | -147 | -18.5% | -$5.05万 | 减仓 |
| CAT | CATERPILLAR INC | $21.94万 | 0.12% | 206 | -276 | -57.3% | -$29.39万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.76万 | 0.12% | 7,854 | 87 | 1.1% | $2,410 | 加仓 |
| DEM | WISDOMTREE TR | $20.40万 | 0.11% | 3,793 | 23 | 0.6% | $1,237 | 加仓 |
| PYLD | PIMCO ETF TR | $20.37万 | 0.11% | 7,680 | 0 | 0.0% | — | 不变 |
| TWI | TITAN INTL INC ILL | $15.49万 | 0.09% | 20,092 | 0 | 0.0% | — | 不变 |
| SMBC | SOUTHERN MO BANCORP INC | $0 | 0.00% | 0 | -280,424 | -100.0% | -$1,793.03万 | 清仓 |
| QDF | FLEXSHARES TR | $0 | 0.00% | 0 | -17,000 | -100.0% | -$134.45万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -10,000 | -100.0% | -$54.14万 | 清仓 |
| GUNR | FLEXSHARES TR | $0 | 0.00% | 0 | -9,795 | -100.0% | -$54.03万 | 清仓 |
| EFA | ISHARES TR | $0 | 0.00% | 0 | -4,797 | -100.0% | -$46.60万 | 清仓 |
| DVY | ISHARES TR | $0 | 0.00% | 0 | -2,500 | -100.0% | -$37.85万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$35.86万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -358 | -100.0% | -$35.67万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -1,170 | -100.0% | -$34.42万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -3,024 | -100.0% | -$29.08万 | 清仓 |
| IWR | ISHARES TR | $0 | 0.00% | 0 | -2,900 | -100.0% | -$28.20万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,275 | -100.0% | -$26.38万 | 清仓 |
| AMZN | AMAZON COM INC | $0 | 0.00% | 0 | -1,128 | -100.0% | -$23.49万 | 清仓 |
| USHY | ISHARES TR | $0 | 0.00% | 0 | -5,450 | -100.0% | -$20.08万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -2,775 | -100.0% | -$18.31万 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -286 | -100.0% | -$17.08万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -514 | -100.0% | -$16.90万 | 清仓 |
| IWF | ISHARES TR | $0 | 0.00% | 0 | -1,584 | -100.0% | -$16.89万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,391 | -100.0% | -$16.74万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -294 | -100.0% | -$16.56万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -451 | -100.0% | -$16.13万 | 清仓 |
| IWS | ISHARES TR | $0 | 0.00% | 0 | -1,050 | -100.0% | -$15.31万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,037 | -100.0% | -$15.20万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -224 | -100.0% | -$14.57万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -801 | -100.0% | -$13.89万 | 清仓 |
| IGF | ISHARES TR | $0 | 0.00% | 0 | -2,050 | -100.0% | -$13.73万 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -1,522 | -100.0% | -$13.64万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -854 | -100.0% | -$13.43万 | 清仓 |
| IBTM | ISHARES TR | $0 | 0.00% | 0 | -5,763 | -100.0% | -$13.21万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -231 | -100.0% | -$13.20万 | 清仓 |
| DBND | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -2,696 | -100.0% | -$12.35万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -615 | -100.0% | -$11.66万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -1,573 | -100.0% | -$11.40万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -449 | -100.0% | -$10.98万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -378 | -100.0% | -$10.85万 | 清仓 |