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 |
|---|---|---|---|---|---|---|---|---|
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -50 | -100.0% | -$944 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$930 | 清仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $0 | 0.00% | 0 | -100 | -100.0% | -$928 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -8 | -100.0% | -$919 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -100 | -100.0% | -$913 | 清仓 |
| BEN | FRANKLIN RESOURCES INC | $0 | 0.00% | 0 | -37 | -100.0% | -$874 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -3 | -100.0% | -$868 | 清仓 |
| ADV | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -40 | -100.0% | -$846 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -34 | -100.0% | -$845 | 清仓 |
| PHR | PHREESIA INC | $0 | 0.00% | 0 | -100 | -100.0% | -$838 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -8 | -100.0% | -$830 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -22 | -100.0% | -$815 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -37 | -100.0% | -$798 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$757 | 清仓 |
| IEP | ICAHN ENTERPRISES LP | $0 | 0.00% | 0 | -100 | -100.0% | -$755 | 清仓 |
| FOX | FOX CORP | $0 | 0.00% | 0 | -14 | -100.0% | -$744 | 清仓 |
| AMTM | AMENTUM HOLDINGS INC | $0 | 0.00% | 0 | -27 | -100.0% | -$705 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -4 | -100.0% | -$690 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -8 | -100.0% | -$662 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -34 | -100.0% | -$641 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -9 | -100.0% | -$640 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -3 | -100.0% | -$628 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -9 | -100.0% | -$620 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$577 | 清仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -7 | -100.0% | -$546 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -2 | -100.0% | -$542 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -32 | -100.0% | -$538 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$536 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$523 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$523 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -30 | -100.0% | -$472 | 清仓 |
| HSIC | SCHEIN HENRY INC | $0 | 0.00% | 0 | -6 | -100.0% | -$443 | 清仓 |
| TAP | MOLSON COORS BEVERAGE CO | $0 | 0.00% | 0 | -10 | -100.0% | -$431 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$430 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$389 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | -5 | -100.0% | -$387 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -17 | -100.0% | -$386 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$365 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$339 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$323 | 清仓 |
| AGL | AGILON HEALTH INC | $0 | 0.00% | 0 | -40 | -100.0% | -$316 | 清仓 |
| BHF | BRIGHTHOUSE FINL INC | $0 | 0.00% | 0 | -5 | -100.0% | -$300 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$296 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -13 | -100.0% | -$290 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10 | -100.0% | -$273 | 清仓 |
| SCHG | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9 | -100.0% | -$262 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -1 | -100.0% | -$196 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$112 | 清仓 |
| NXH | BED BATH & BEYOND INC | $0 | 0.00% | 0 | -9 | -100.0% | -$42 | 清仓 |
| TWI | TITAN INTL INC ILL | $15.49万 | 0.09% | 20,092 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $20.37万 | 0.11% | 7,680 | 0 | 0.0% | — | 不变 |
| DEM | WISDOMTREE TR | $20.40万 | 0.11% | 3,793 | 23 | 0.6% | $1,237 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $21.76万 | 0.12% | 7,854 | 87 | 1.1% | $2,410 | 加仓 |
| CAT | CATERPILLAR INC | $21.94万 | 0.12% | 206 | -276 | -57.3% | -$29.39万 | 减仓 |
| VV | VANGUARD INDEX FDS | $22.28万 | 0.12% | 648 | -147 | -18.5% | -$5.05万 | 减仓 |
| CSCO | CISCO SYS INC | $22.32万 | 0.12% | 1,900 | -437 | -18.7% | -$5.13万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $22.49万 | 0.12% | 1,243 | -57 | -4.4% | -$1.03万 | 减仓 |
| IJJ | ISHARES TR | $22.67万 | 0.13% | 1,535 | 5 | 0.3% | $738 | 加仓 |
| AVGO | BROADCOM INC | $24.37万 | 0.13% | 645 | -257 | -28.5% | -$9.71万 | 减仓 |
| IWP | ISHARES TR | $25.40万 | 0.14% | 1,735 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $26.37万 | 0.15% | 1,384 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $27.20万 | 0.15% | 4,541 | -129 | -2.8% | -$7,727 | 减仓 |
| IWD | ISHARES TR | $27.34万 | 0.15% | 1,128 | -1,147 | -50.4% | -$27.80万 | 减仓 |
| PWR | QUANTA SVCS INC | $28.66万 | 0.16% | 398 | -67 | -14.4% | -$4.82万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $28.79万 | 0.16% | 4,996 | -347 | -6.5% | -$2.00万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $29.85万 | 0.17% | 8,096 | -430 | -5.0% | -$1.59万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $30.93万 | 0.17% | 1,100 | -249 | -18.5% | -$7.00万 | 减仓 |
| IJH | ISHARES TR | $31.57万 | 0.17% | 4,095 | 2 | 0.0% | $154 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $32.25万 | 0.18% | 5,000 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $33.58万 | 0.19% | 732 | -7 | -0.9% | -$3,211 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $36.97万 | 0.20% | 10,035 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $38.07万 | 0.21% | 1,021 | -588 | -36.5% | -$21.92万 | 减仓 |
| IJK | ISHARES TR | $38.17万 | 0.21% | 3,248 | 1 | 0.0% | $118 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.80万 | 0.21% | 1,576 | -66 | -4.0% | -$1.63万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $40.13万 | 0.22% | 7,428 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $44.28万 | 0.24% | 4,280 | -221 | -4.9% | -$2.29万 | 减仓 |
| IVE | ISHARES TR | $51.82万 | 0.29% | 2,282 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $55.49万 | 0.31% | 7,939 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $55.65万 | 0.31% | 6,133 | -83 | -1.3% | -$7,531 | 减仓 |
| NVDA | NVIDIA CORPORATION | $57.72万 | 0.32% | 2,884 | -8,446 | -74.5% | -$169.02万 | 减仓 |
| GOOGL | ALPHABET INC | $65.01万 | 0.36% | 1,819 | -1,112 | -37.9% | -$39.74万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $66.59万 | 0.37% | 21,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $67.71万 | 0.37% | 904 | -105 | -10.4% | -$7.86万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $72.90万 | 0.40% | 4,971 | -450 | -8.3% | -$6.60万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $78.01万 | 0.43% | 27,488 | -3,148 | -10.3% | -$8.93万 | 减仓 |
| EMR | EMERSON ELEC CO | $78.73万 | 0.44% | 5,500 | 879 | 19.0% | $12.58万 | 加仓 |
| PEP | PEPSICO INC | $84.35万 | 0.47% | 6,230 | -267 | -4.1% | -$3.62万 | 减仓 |
| VB | VANGUARD INDEX FDS | $85.57万 | 0.47% | 2,823 | -8 | -0.3% | -$2,425 | 减仓 |
| TPR | TAPESTRY INC | $86.20万 | 0.48% | 5,889 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $116.29万 | 0.64% | 5,372 | -118 | -2.1% | -$2.55万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $124.58万 | 0.69% | 3,683 | -280 | -7.1% | -$9.47万 | 减仓 |
| VO | VANGUARD INDEX FDS | $125.71万 | 0.70% | 15,602 | -250 | -1.6% | -$2.01万 | 减仓 |
| AAPL | APPLE INC | $126.74万 | 0.70% | 4,380 | -5,100 | -53.8% | -$147.57万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $131.24万 | 0.73% | 44,595 | -5,099 | -10.3% | -$15.01万 | 减仓 |
| IVW | ISHARES TR | $131.75万 | 0.73% | 9,580 | 3 | 0.0% | $413 | 加仓 |
| ABBV | ABBVIE INC | $145.00万 | 0.80% | 5,762 | -1,204 | -17.3% | -$30.30万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $149.77万 | 0.83% | 2 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $173.26万 | 0.96% | 10,547 | 18 | 0.2% | $2,957 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $178.86万 | 0.99% | 3,574 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $199.09万 | 1.10% | 26,007 | -408 | -1.5% | -$3.12万 | 减仓 |