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 |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | $48.19万 | 0.25% | 2,282 | 92 | 4.2% | $1.94万 | 加仓 |
| IWD | ISHARES TR | $48.60万 | 0.25% | 2,275 | 4 | 0.2% | $855 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $49.58万 | 0.25% | 7,939 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $54.03万 | 0.28% | 9,795 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $54.14万 | 0.28% | 10,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $59.57万 | 0.31% | 1,609 | -69 | -4.1% | -$2.55万 | 减仓 |
| EMR | EMERSON ELEC CO | $60.54万 | 0.31% | 4,621 | -50 | -1.1% | -$6,551 | 减仓 |
| ABT | ABBOTT LABORATORIES | $63.82万 | 0.33% | 6,216 | -1 | -0.0% | -$103 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $64.43万 | 0.33% | 21,000 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $65.96万 | 0.34% | 1,009 | 31 | 3.2% | $2.03万 | 加仓 |
| VB | VANGUARD INDEX FDS | $74.14万 | 0.38% | 2,831 | -867 | -23.4% | -$22.71万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $78.30万 | 0.40% | 5,421 | -293 | -5.1% | -$4.23万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $80.51万 | 0.41% | 30,636 | 3,784 | 14.1% | $9.94万 | 加仓 |
| TPR | TAPESTRY INC | $83.10万 | 0.43% | 5,889 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $84.28万 | 0.43% | 2,931 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $100.89万 | 0.52% | 6,497 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $108.32万 | 0.56% | 9,577 | 3 | 0.0% | $339 | 加仓 |
| BA | BOEING CO | $109.27万 | 0.56% | 5,490 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $113.82万 | 0.58% | 3,963 | -784 | -16.5% | -$22.52万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $119.87万 | 0.62% | 3,963 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $127.42万 | 0.65% | 49,694 | 107 | 0.2% | $2,743 | 加仓 |
| QDF | FLEXSHARES TR | $134.45万 | 0.69% | 17,000 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.74% | 2 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $149.96万 | 0.77% | 10,529 | 17 | 0.2% | $2,421 | 加仓 |
| ABBV | ABBVIE INC | $151.50万 | 0.78% | 6,966 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $171.29万 | 0.88% | 3,574 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $196.40万 | 1.01% | 26,415 | 1,803 | 7.3% | $13.41万 | 加仓 |
| IEMG | ISHARES INC | $197.34万 | 1.01% | 28,293 | -1,005 | -3.4% | -$7.01万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $197.60万 | 1.02% | 11,330 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $207.09万 | 1.06% | 18,595 | 2,289 | 14.0% | $25.49万 | 加仓 |
| AAPL | APPLE INC | $240.58万 | 1.24% | 9,480 | -93 | -1.0% | -$2.36万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $249.61万 | 1.28% | 28,141 | 1,467 | 5.5% | $13.01万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $356.17万 | 1.83% | 11,102 | 46 | 0.4% | $1.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $406.99万 | 2.09% | 7,051 | 9 | 0.1% | $5,195 | 加仓 |
| IJS | ISHARES TR | $454.09万 | 2.33% | 38,336 | 68 | 0.2% | $8,055 | 加仓 |
| IEFA | ISHARES TR | $614.68万 | 3.16% | 67,898 | -2,269 | -3.2% | -$20.54万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $650.55万 | 3.34% | 21,523 | 505 | 2.4% | $15.26万 | 加仓 |
| IJT | ISHARES TR | $687.37万 | 3.53% | 47,500 | 1,409 | 3.1% | $20.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $963.20万 | 4.95% | 44,336 | 1,615 | 3.8% | $35.09万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,352.89万 | 6.95% | 52,570 | 1,446 | 2.8% | $37.21万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,580.27万 | 8.12% | 85,754 | 1,512 | 1.8% | $27.86万 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC | $1,793.03万 | 9.21% | 280,424 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $2,477.52万 | 12.73% | 56,721 | 209 | 0.4% | $9.13万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,513.53万 | 12.91% | 128,111 | 85 | 0.1% | $1.67万 | 加仓 |