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 |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | $10.54万 | 0.05% | 490 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $10.43万 | 0.05% | 2,471 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $9.74万 | 0.05% | 262 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $9.64万 | 0.05% | 1,229 | 0 | 0.0% | — | 不变 |
| VFLO | VICTORY PORTFOLIOS II | $9.44万 | 0.05% | 2,392 | -114 | -4.5% | -$4,501 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $9.09万 | 0.05% | 1,448 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $8.99万 | 0.05% | 619 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $8.79万 | 0.05% | 518 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $8.58万 | 0.04% | 276 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $8.27万 | 0.04% | 107 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $8.24万 | 0.04% | 140 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $8.23万 | 0.04% | 234 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $8.21万 | 0.04% | 743 | -124 | -14.3% | -$1.37万 | 减仓 |
| MRK | MERCK & CO INC | $8.12万 | 0.04% | 675 | 0 | 0.0% | — | 不变 |
| TLT | ISHARES TR | $7.74万 | 0.04% | 893 | 793 | 793.0% | $6.87万 | 加仓 |
| RTX | RTX CORPORATION | $7.74万 | 0.04% | 401 | -38 | -8.7% | -$7,330 | 减仓 |
| IWO | ISHARES TR | $7.59万 | 0.04% | 242 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $7.59万 | 0.04% | 681 | -27 | -3.8% | -$3,008 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $7.36万 | 0.04% | 675 | 75 | 12.5% | $8,174 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.27万 | 0.04% | 148 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $7.27万 | 0.04% | 890 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $7.12万 | 0.04% | 947 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $7.02万 | 0.04% | 73 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $6.69万 | 0.03% | 853 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $6.67万 | 0.03% | 1,625 | -243 | -13.0% | -$9,975 | 减仓 |
| IBTO | ISHARES TR | $6.61万 | 0.03% | 2,710 | -14 | -0.5% | -$341 | 减仓 |
| NOBL | PROSHARES TR | $6.52万 | 0.03% | 615 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $6.47万 | 0.03% | 584 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.47万 | 0.03% | 789 | -34 | -4.1% | -$2,787 | 减仓 |
| IWY | ISHARES TR | $6.40万 | 0.03% | 257 | 0 | 0.0% | — | 不变 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $6.19万 | 0.03% | 2,291 | -33 | -1.4% | -$892 | 减仓 |
| INTU | INTUIT | $6.18万 | 0.03% | 143 | 3 | 2.1% | $1,297 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $6.04万 | 0.03% | 605 | -27 | -4.3% | -$2,696 | 减仓 |
| SGOV | ISHARES TR | $6.02万 | 0.03% | 598 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.95万 | 0.03% | 645 | 0 | 0.0% | — | 不变 |
| EVSD | MORGAN STANLEY ETF TRUST | $5.85万 | 0.03% | 1,148 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $5.81万 | 0.03% | 359 | -42 | -10.5% | -$6,793 | 减仓 |
| J | JACOBS SOLUTIONS INC | $5.79万 | 0.03% | 455 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $5.77万 | 0.03% | 291 | -38 | -11.6% | -$7,535 | 减仓 |
| ORCL | ORACLE CORP | $5.77万 | 0.03% | 392 | 8 | 2.1% | $1,177 | 加仓 |
| LLY | ELI LILLY & CO | $5.70万 | 0.03% | 62 | -3 | -4.6% | -$2,759 | 减仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $5.42万 | 0.03% | 2,010 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $5.41万 | 0.03% | 170 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $4.87万 | 0.02% | 180 | -85 | -32.1% | -$2.30万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $4.75万 | 0.02% | 525 | 12 | 2.3% | $1,085 | 加仓 |
| PFE | PFIZER INC | $4.74万 | 0.02% | 1,688 | 2 | 0.1% | $56 | 加仓 |
| IBTG | ISHARES TR | $4.65万 | 0.02% | 2,028 | 73 | 3.7% | $1,673 | 加仓 |
| T | AT&T INC | $4.56万 | 0.02% | 1,573 | 56 | 3.7% | $1,623 | 加仓 |
| WFC | WELLS FARGO & CO | $4.40万 | 0.02% | 553 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $4.39万 | 0.02% | 3,333 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $4.35万 | 0.02% | 294 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $4.19万 | 0.02% | 308 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $4.11万 | 0.02% | 362 | 258 | 248.1% | $2.93万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.00万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $3.97万 | 0.02% | 412 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $3.87万 | 0.02% | 358 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $3.84万 | 0.02% | 155 | 78 | 101.3% | $1.93万 | 加仓 |
| PLD | PROLOGIS INC. | $3.79万 | 0.02% | 287 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $3.75万 | 0.02% | 217 | 17 | 8.5% | $2,934 | 加仓 |
| WMT | WALMART INC | $3.64万 | 0.02% | 293 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $3.60万 | 0.02% | 708 | -1,291 | -64.6% | -$6.56万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3.44万 | 0.02% | 77 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3.42万 | 0.02% | 634 | 29 | 4.8% | $1,566 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3.38万 | 0.02% | 116 | -25 | -17.7% | -$7,292 | 减仓 |
| — | BITWISE XRP ETF | $3.33万 | 0.02% | 2,214 | 0 | 0.0% | — | 不变 |
| — | CANARY XRP ETF | $3.32万 | 0.02% | 2,325 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $3.19万 | 0.02% | 696 | -28 | -3.9% | -$1,285 | 减仓 |
| ZROZ | PIMCO ETF TR | $3.09万 | 0.02% | 482 | 390 | 423.9% | $2.50万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $3.08万 | 0.02% | 680 | 0 | 0.0% | — | 不变 |
| ICF | ISHARES TR | $3.04万 | 0.02% | 491 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $3.00万 | 0.02% | 579 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $2.73万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $2.56万 | 0.01% | 78 | 2 | 2.6% | $657 | 加仓 |
| GILD | GILEAD SCIENCES INC | $2.55万 | 0.01% | 183 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.43万 | 0.01% | 467 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $2.43万 | 0.01% | 152 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $2.41万 | 0.01% | 480 | 130 | 37.1% | $6,526 | 加仓 |
| IBTL | ISHARES TR | $2.33万 | 0.01% | 1,143 | 53 | 4.9% | $1,081 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.33万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $2.33万 | 0.01% | 1,045 | 20 | 2.0% | $446 | 加仓 |
| IBTJ | ISHARES TR | $2.33万 | 0.01% | 1,066 | 23 | 2.2% | $502 | 加仓 |
| IBTH | ISHARES TR | $2.32万 | 0.01% | 1,036 | 39 | 3.9% | $875 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2.25万 | 0.01% | 400 | -82 | -17.0% | -$4,617 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $2.17万 | 0.01% | 435 | -53 | -10.9% | -$2,648 | 减仓 |
| V | VISA INC | $2.15万 | 0.01% | 71 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $2.12万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $2.09万 | 0.01% | 275 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $2.09万 | 0.01% | 341 | -109 | -24.2% | -$6,677 | 减仓 |
| NEM | NEWMONT CORP | $2.08万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.90万 | 0.01% | 130 | -50 | -27.8% | -$7,314 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.83万 | 0.01% | 285 | 0 | 0.0% | — | 不变 |
| PPLT | ABRDN PLATINUM ETF TRUST | $1.78万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $1.78万 | 0.01% | 337 | 74 | 28.1% | $3,909 | 加仓 |
| BIIB | BIOGEN INC | $1.78万 | 0.01% | 97 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1.71万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1.68万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.65万 | 0.01% | 58 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.64万 | 0.01% | 366 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $1.63万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| — | VOLATILITY SHS TR | $1.62万 | 0.01% | 2,140 | 13 | 0.6% | $99 | 加仓 |