Clayton Financial Group LLC
ST. LOUIS MO · SEC CIK 0002011212
$1.95亿2026Q1 申报市值
614持仓数
67.2%前十大占比 · 第一大 12.9%
43 / 30新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VOT 加仓+$37.21万
VBR 加仓+$35.09万
VOE 加仓+$27.86万
EFG 加仓+$25.49万
IJT 加仓+$20.39万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$29.37万
VB 减仓-$22.71万
VO 减仓-$22.52万
IEFA 减仓-$20.54万
MINT 清仓-$9.89万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $4.87万 | 0.02% | 180 | -85 | -32.1% | -$2.30万 | 减仓 |
| ADI | ANALOG DEVICES INC | $5.41万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $5.42万 | 0.03% | 2,010 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $5.70万 | 0.03% | 62 | -3 | -4.6% | -$2,759 | 减仓 |
| ORCL | ORACLE CORP | $5.77万 | 0.03% | 392 | 8 | 2.1% | $1,177 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5.77万 | 0.03% | 291 | -38 | -11.6% | -$7,535 | 减仓 |
| J | JACOBS SOLUTIONS INC | $5.79万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $5.81万 | 0.03% | 359 | -42 | -10.5% | -$6,793 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $5.85万 | 0.03% | 1,148 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.95万 | 0.03% | 645 | 0 | 0.0% | — | 不变 |
| SGOV | ISHARES TR | $6.02万 | 0.03% | 598 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $6.04万 | 0.03% | 605 | -27 | -4.3% | -$2,696 | 减仓 |
| INTU | INTUIT | $6.18万 | 0.03% | 143 | 3 | 2.1% | $1,297 | 加仓 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $6.19万 | 0.03% | 2,291 | -33 | -1.4% | -$892 | 减仓 |
| IWY | ISHARES TR | $6.40万 | 0.03% | 257 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.47万 | 0.03% | 789 | -34 | -4.1% | -$2,787 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $6.47万 | 0.03% | 584 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $6.52万 | 0.03% | 615 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $6.61万 | 0.03% | 2,710 | -14 | -0.5% | -$341 | 减仓 |
| CSX | CSX CORP | $6.67万 | 0.03% | 1,625 | -243 | -13.0% | -$9,975 | 减仓 |
| SCZ | ISHARES TR | $6.69万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7.02万 | 0.04% | 73 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.12万 | 0.04% | 947 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $7.27万 | 0.04% | 890 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.27万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| XLY | SELECT SECTOR SPDR TR | $7.36万 | 0.04% | 675 | 75 | 12.5% | $8,174 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $7.59万 | 0.04% | 681 | -27 | -3.8% | -$3,008 | 减仓 |
| IWO | ISHARES TR | $7.59万 | 0.04% | 242 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $7.74万 | 0.04% | 401 | -38 | -8.7% | -$7,330 | 减仓 |
| TLT | ISHARES TR | $7.74万 | 0.04% | 893 | 793 | 793.0% | $6.87万 | 加仓 |
| MRK | MERCK & CO INC | $8.12万 | 0.04% | 675 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $8.21万 | 0.04% | 743 | -124 | -14.3% | -$1.37万 | 减仓 |
| AMGN | AMGEN INC | $8.23万 | 0.04% | 234 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $8.24万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $8.27万 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $8.58万 | 0.04% | 276 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $8.79万 | 0.05% | 518 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $8.99万 | 0.05% | 619 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $9.09万 | 0.05% | 1,448 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $9.44万 | 0.05% | 2,392 | -114 | -4.5% | -$4,501 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $9.64万 | 0.05% | 1,229 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $9.74万 | 0.05% | 262 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $10.43万 | 0.05% | 2,471 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $10.54万 | 0.05% | 490 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $10.85万 | 0.06% | 378 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $10.98万 | 0.06% | 449 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $11.40万 | 0.06% | 1,573 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $11.66万 | 0.06% | 615 | 15 | 2.5% | $2,844 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $12.35万 | 0.06% | 2,696 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $13.20万 | 0.07% | 231 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES TR | $13.21万 | 0.07% | 5,763 | -703 | -10.9% | -$1.61万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.43万 | 0.07% | 854 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $13.64万 | 0.07% | 1,522 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $13.73万 | 0.07% | 2,050 | 0 | 0.0% | — | 不变 |
| TWI | TITAN INTL INC ILL | $13.88万 | 0.07% | 20,092 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $13.89万 | 0.07% | 801 | 10 | 1.3% | $1,735 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $14.57万 | 0.07% | 224 | -8 | -3.4% | -$5,205 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $15.20万 | 0.08% | 1,037 | -10 | -1.0% | -$1,466 | 减仓 |
| IWS | ISHARES TR | $15.31万 | 0.08% | 1,050 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $16.13万 | 0.08% | 451 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $16.56万 | 0.09% | 294 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $16.74万 | 0.09% | 3,391 | 192 | 6.0% | $9,479 | 加仓 |
| IWF | ISHARES TR | $16.89万 | 0.09% | 396 | 87 | 28.2% | $3.71万 | 加仓 |
| HD | HOME DEPOT INC | $16.90万 | 0.09% | 514 | 10 | 2.0% | $3,287 | 加仓 |
| VOO | VANGUARD INDEX FDS | $17.08万 | 0.09% | 286 | -492 | -63.2% | -$29.37万 | 减仓 |
| CSCO | CISCO SYS INC | $18.13万 | 0.09% | 2,337 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $18.31万 | 0.09% | 2,775 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $18.39万 | 0.09% | 1,384 | 12 | 0.9% | $1,595 | 加仓 |
| DEM | WISDOMTREE TR | $18.73万 | 0.10% | 3,770 | -767 | -16.9% | -$3.81万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $19.22万 | 0.10% | 7,767 | 97 | 1.3% | $2,401 | 加仓 |
| USHY | ISHARES TR | $20.08万 | 0.10% | 5,450 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $20.12万 | 0.10% | 7,680 | -538 | -6.5% | -$1.41万 | 减仓 |
| IJJ | ISHARES TR | $20.27万 | 0.10% | 1,530 | 3 | 0.2% | $397 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $21.49万 | 0.11% | 1,300 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $22.23万 | 0.11% | 1,735 | 0 | 0.0% | — | 不变 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.63万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $23.49万 | 0.12% | 1,128 | -3 | -0.3% | -$625 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.74万 | 0.12% | 795 | 209 | 35.7% | $6.24万 | 加仓 |
| PWR | QUANTA SVCS INC | $25.53万 | 0.13% | 465 | -45 | -8.8% | -$2.47万 | 减仓 |
| CVX | CHEVRON CORPORATION | $26.38万 | 0.14% | 1,275 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $26.40万 | 0.14% | 8,526 | 20 | 0.2% | $619 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $27.03万 | 0.14% | 4,670 | 15 | 0.3% | $868 | 加仓 |
| IJH | ISHARES TR | $27.64万 | 0.14% | 4,093 | 2 | 0.0% | $135 | 加仓 |
| AVGO | BROADCOM INC | $27.92万 | 0.14% | 902 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $28.20万 | 0.14% | 2,900 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.08万 | 0.15% | 3,024 | 37 | 1.2% | $3,558 | 加仓 |
| CVS | CVS HEALTH CORP | $32.33万 | 0.17% | 4,501 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.41万 | 0.17% | 5,343 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.67万 | 0.17% | 3,247 | 1 | 0.0% | $101 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.70万 | 0.17% | 1,349 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $32.84万 | 0.17% | 739 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $34.09万 | 0.18% | 10,035 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $34.15万 | 0.18% | 482 | -35 | -6.8% | -$2.48万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $34.17万 | 0.18% | 1,642 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $34.42万 | 0.18% | 1,170 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.67万 | 0.18% | 358 | 10 | 2.9% | $9,964 | 加仓 |
| GOOG | ALPHABET INC | $35.86万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $37.85万 | 0.19% | 2,500 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $39.20万 | 0.20% | 7,428 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $46.60万 | 0.24% | 4,797 | 0 | 0.0% | — | 不变 |