13F 机构持仓

Clayton Financial Group LLC

ST. LOUIS MO · SEC CIK 0002011212

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.81亿2026Q2
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

VUG 16.5%
VTV 15.8%
VOE 9.5%
VOT 9.2%
VBR 6.3%
IJT 4.7%
VBK 4.5%
IEFA 3.5%
IJS 3.0%
QQQ 2.9%

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
ULTA ULTA BEAUTY INC $00.00%0 -7-100.0% -$3,659 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -13-100.0% -$3,654 清仓
URI UNITED RENTALS INC $00.00%0 -5-100.0% -$3,643 清仓
MDT MEDTRONIC PLC $00.00%0 -42-100.0% -$3,640 清仓
VGT VANGUARD WORLD FD $00.00%0 -40-100.0% -$3,592 清仓
ALB ALBEMARLE CORP $00.00%0 -20-100.0% -$3,591 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -4-100.0% -$3,581 清仓
ALL ALLSTATE CORP $00.00%0 -17-100.0% -$3,525 清仓
FISV FISERV INC $00.00%0 -63-100.0% -$3,516 清仓
SYY SYSCO CORP $00.00%0 -49-100.0% -$3,496 清仓
IRM IRON MTN INC DEL $00.00%0 -34-100.0% -$3,473 清仓
KHC KRAFT HEINZ CO $00.00%0 -153-100.0% -$3,441 清仓
OKE ONEOK INC NEW $00.00%0 -38-100.0% -$3,435 清仓
KEY KEYCORP $00.00%0 -171-100.0% -$3,429 清仓
F FORD MTR CO $00.00%0 -296-100.0% -$3,418 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 -47-100.0% -$3,410 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -26-100.0% -$3,405 清仓
TGT TARGET CORP $00.00%0 -28-100.0% -$3,394 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -94-100.0% -$3,356 清仓
ATO ATMOS ENERGY CORP $00.00%0 -18-100.0% -$3,325 清仓
WRB BERKLEY W R CORP $00.00%0 -50-100.0% -$3,314 清仓
L LOEWS CORP $00.00%0 -31-100.0% -$3,309 清仓
ENR ENERGIZER HLDGS INC $00.00%0 -200-100.0% -$3,284 清仓
ABNB AIRBNB INC $00.00%0 -26-100.0% -$3,284 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -20-100.0% -$3,283 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -3-100.0% -$3,281 清仓
TFC TRUIST FINL CORP $00.00%0 -71-100.0% -$3,264 清仓
FAST FASTENAL CO $00.00%0 -70-100.0% -$3,248 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -40-100.0% -$3,216 清仓
EVRG EVERGY INC $00.00%0 -39-100.0% -$3,195 清仓
O REALTY INCOME CORP $00.00%0 -51-100.0% -$3,121 清仓
CSGP COSTAR GROUP INC $00.00%0 -77-100.0% -$3,107 清仓
SBAC SBA COMMUNICATIONS CORP $00.00%0 -18-100.0% -$3,098 清仓
— ELECTRONIC ARTS INC $00.00%0 -15-100.0% -$3,059 清仓
EBAY EBAY INC. $00.00%0 -33-100.0% -$3,004 清仓
DASH DOORDASH INC $00.00%0 -20-100.0% -$3,003 清仓
AME AMETEK INC $00.00%0 -14-100.0% -$3,002 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -37-100.0% -$2,963 清仓
BALL BALL CORP $00.00%0 -50-100.0% -$2,956 清仓
FE FIRSTENERGY CORP $00.00%0 -58-100.0% -$2,939 清仓
LKQ LKQ CORP $00.00%0 -100-100.0% -$2,937 清仓
CI THE CIGNA GROUP $00.00%0 -11-100.0% -$2,935 清仓
TPL TEXAS PACIFIC LAND CORPORATI $00.00%0 -6-100.0% -$2,848 清仓
VTRS VIATRIS INC $00.00%0 -210-100.0% -$2,838 清仓
BDX BECTON DICKINSON & CO $00.00%0 -18-100.0% -$2,831 清仓
KEYS KEYSIGHT TECHNOLOGIES INC $00.00%0 -10-100.0% -$2,824 清仓
IDXX IDEXX LABS INC $00.00%0 -5-100.0% -$2,810 清仓
KIM KIMCO REALTY CORP $00.00%0 -124-100.0% -$2,787 清仓
APA APA CORPORATION $00.00%0 -65-100.0% -$2,759 清仓
TRGP TARGA RES CORP $00.00%0 -11-100.0% -$2,759 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -14-100.0% -$2,745 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -25-100.0% -$2,728 清仓
DAL DELTA AIR LINES INC $00.00%0 -41-100.0% -$2,726 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 -27-100.0% -$2,703 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -125-100.0% -$2,703 清仓
CHWY CHEWY INC $00.00%0 -100-100.0% -$2,700 清仓
MSCI MSCI INC $00.00%0 -5-100.0% -$2,696 清仓
OPCH OPTION CARE HEALTH INC $00.00%0 -100-100.0% -$2,692 清仓
TER TERADYNE INC $00.00%0 -9-100.0% -$2,669 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -7-100.0% -$2,660 清仓
DIN DINE BRANDS GLOBAL INC $00.00%0 -100-100.0% -$2,624 清仓
HUM HUMANA INC $00.00%0 -15-100.0% -$2,601 清仓
BNDX VANGUARD CHARLOTTE FDS $00.00%0 -53-100.0% -$2,547 清仓
KR KROGER CO $00.00%0 -35-100.0% -$2,533 清仓
PEG PUBLIC SVC ENTERPRISE GROUP $00.00%0 -31-100.0% -$2,510 清仓
VEEV VEEVA SYS INC $00.00%0 -14-100.0% -$2,460 清仓
FOXA FOX CORP $00.00%0 -42-100.0% -$2,453 清仓
CBRE CBRE GROUP INC $00.00%0 -18-100.0% -$2,439 清仓
CL COLGATE PALMOLIVE CO $00.00%0 -28-100.0% -$2,387 清仓
BBY BEST BUY INC $00.00%0 -37-100.0% -$2,376 清仓
FANG DIAMONDBACK ENERGY INC $00.00%0 -12-100.0% -$2,374 清仓
NUE NUCOR CORP $00.00%0 -14-100.0% -$2,368 清仓
VMRK EQUITY RESIDENTIAL $00.00%0 -40-100.0% -$2,366 清仓
EQT EQT CORP $00.00%0 -37-100.0% -$2,355 清仓
DHI D R HORTON INC $00.00%0 -17-100.0% -$2,333 清仓
GRMN GARMIN LTD $00.00%0 -10-100.0% -$2,321 清仓
SIRI SIRIUSXM HOLDINGS INC $00.00%0 -100-100.0% -$2,308 清仓
GME GAMESTOP CORP $00.00%0 -100-100.0% -$2,304 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -24-100.0% -$2,304 清仓
— DUPONT DE NEMOURS INC $00.00%0 -16-100.0% -$2,245 清仓
RMD RESMED INC $00.00%0 -10-100.0% -$2,245 清仓
REG REGENCY CTRS CORP $00.00%0 -29-100.0% -$2,195 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -38-100.0% -$2,191 清仓
STLA STELLANTIS N.V $00.00%0 -300-100.0% -$2,127 清仓
VTR VENTAS INC $00.00%0 -26-100.0% -$2,127 清仓
AXON AXON ENTERPRISE INC $00.00%0 -5-100.0% -$2,124 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -6-100.0% -$2,124 清仓
GL GLOBE LIFE INC $00.00%0 -15-100.0% -$2,088 清仓
IQLT ISHARES TR $00.00%0 -45-100.0% -$2,082 清仓
LNT ALLIANT ENERGY CORP $00.00%0 -29-100.0% -$2,082 清仓
HSY HERSHEY CO $00.00%0 -10-100.0% -$2,079 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -23-100.0% -$2,073 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -29-100.0% -$2,065 清仓
BLDP BALLARD PWR SYS INC NEW $00.00%0 -852-100.0% -$2,062 清仓
IT GARTNER INC $00.00%0 -13-100.0% -$2,059 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -12-100.0% -$2,058 清仓
DOC HEALTHPEAK PROPERTIES INC $00.00%0 -125-100.0% -$2,054 清仓
A AGILENT TECHNOLOGIES INC $00.00%0 -18-100.0% -$2,052 清仓
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -7-100.0% -$2,035 清仓
APP APPLOVIN CORP $00.00%0 -5-100.0% -$1,990 清仓