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
ISRG INTUITIVE SURGICAL INC $00.00%0 -35-100.0% -$1.61万 清仓
HCA HCA HEALTHCARE INC $00.00%0 -34-100.0% -$1.61万 清仓
HLT HILTON WORLDWIDE HLDGS INC $00.00%0 -52-100.0% -$1.58万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -545-100.0% -$1.56万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -216-100.0% -$1.55万 清仓
IBTK ISHARES TR $00.00%0 -787-100.0% -$1.55万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -25-100.0% -$1.51万 清仓
CME CME GROUP INC $00.00%0 -50-100.0% -$1.48万 清仓
AMD ADVANCED MICRO DEVICES INC $00.00%0 -72-100.0% -$1.46万 清仓
GM GENERAL MTRS CO $00.00%0 -194-100.0% -$1.45万 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -145-100.0% -$1.43万 清仓
CRWD CROWDSTRIKE HLDGS INC $00.00%0 -36-100.0% -$1.41万 清仓
VLO VALERO ENERGY CORP $00.00%0 -56-100.0% -$1.38万 清仓
CWB SPDR SERIES TRUST $00.00%0 -148-100.0% -$1.35万 清仓
OTIS OTIS WORLDWIDE CORP $00.00%0 -175-100.0% -$1.35万 清仓
KLAC KLA CORP $00.00%0 -90-100.0% -$1.33万 清仓
LOW LOWES COS INC $00.00%0 -53-100.0% -$1.25万 清仓
GEV GE VERNOVA INC $00.00%0 -14-100.0% -$1.22万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -93-100.0% -$1.22万 清仓
PGR PROGRESSIVE CORP $00.00%0 -61-100.0% -$1.21万 清仓
MET METLIFE INC $00.00%0 -169-100.0% -$1.20万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -128-100.0% -$1.19万 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -28-100.0% -$1.17万 清仓
BSCQ INVESCO EXCH TRD SLF IDX FD $00.00%0 -595-100.0% -$1.16万 清仓
LHX L3HARRIS TECHNOLOGIES INC $00.00%0 -33-100.0% -$1.14万 清仓
PICK ISHARES INC $00.00%0 -200-100.0% -$1.13万 清仓
MS MORGAN STANLEY $00.00%0 -67-100.0% -$1.10万 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -178-100.0% -$1.09万 清仓
OTF BLUE OWL TECHNOLOGY FIN CORP $00.00%0 -847-100.0% -$1.05万 清仓
HEDJ WISDOMTREE TR $00.00%0 -200-100.0% -$1.05万 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -15-100.0% -$1.02万 清仓
GBDC GOLUB CAP BDC INC $00.00%0 -807-100.0% -$1.02万 清仓
GS GOLDMAN SACHS GROUP INC $00.00%0 -12-100.0% -$1.02万 清仓
CTAS CINTAS CORP $00.00%0 -60-100.0% -$1.01万 清仓
PYPL PAYPAL HLDGS INC $00.00%0 -219-100.0% -$9,918 清仓
AMAT APPLIED MATLS INC $00.00%0 -29-100.0% -$9,912 清仓
NXPI NXP SEMICONDUCTORS N V $00.00%0 -50-100.0% -$9,843 清仓
SRE SEMPRA $00.00%0 -101-100.0% -$9,815 清仓
IJR ISHARES TR $00.00%0 -79-100.0% -$9,787 清仓
BP BP PLC $00.00%0 -206-100.0% -$9,682 清仓
SCHK SCHWAB STRATEGIC TR $00.00%0 -308-100.0% -$9,649 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -53-100.0% -$9,552 清仓
ARCC ARES CAPITAL CORP $00.00%0 -529-100.0% -$9,533 清仓
INTC INTEL CORP $00.00%0 -213-100.0% -$9,400 清仓
CDNS CADENCE DESIGN SYSTEM INC $00.00%0 -33-100.0% -$9,170 清仓
FTV FORTIVE CORP $00.00%0 -165-100.0% -$9,122 清仓
XYZ BLOCK INC $00.00%0 -148-100.0% -$8,907 清仓
ADSK AUTODESK INC $00.00%0 -37-100.0% -$8,858 清仓
COP CONOCOPHILLIPS $00.00%0 -67-100.0% -$8,844 清仓
D DOMINION ENERGY INC $00.00%0 -141-100.0% -$8,717 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -112-100.0% -$8,428 清仓
BKNG BOOKING HOLDINGS INC $00.00%0 -50-100.0% -$8,421 清仓
VST VISTRA CORP $00.00%0 -56-100.0% -$8,419 清仓
ETR ENTERGY CORP NEW $00.00%0 -74-100.0% -$8,315 清仓
MRVL MARVELL TECHNOLOGY INC $00.00%0 -83-100.0% -$8,222 清仓
ZTS ZOETIS INC $00.00%0 -69-100.0% -$8,157 清仓
TDG TRANSDIGM GROUP INC $00.00%0 -7-100.0% -$8,113 清仓
— VOLATILITY SHS TR $00.00%0 -201-100.0% -$8,100 清仓
NFRA FLEXSHARES TR $00.00%0 -125-100.0% -$7,994 清仓
XEL XCEL ENERGY INC $00.00%0 -99-100.0% -$7,865 清仓
KVUE KENVUE INC $00.00%0 -445-100.0% -$7,672 清仓
YUM YUM BRANDS INC $00.00%0 -49-100.0% -$7,619 清仓
WM WASTE MGMT INC DEL $00.00%0 -33-100.0% -$7,593 清仓
CVNA CARVANA CO $00.00%0 -120-100.0% -$7,546 清仓
COIN COINBASE GLOBAL INC $00.00%0 -43-100.0% -$7,509 清仓
ANET ARISTA NETWORKS INC $00.00%0 -60-100.0% -$7,367 清仓
SPGI S&P GLOBAL INC $00.00%0 -17-100.0% -$7,231 清仓
PRU PRUDENTIAL FINL INC $00.00%0 -73-100.0% -$7,132 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -39-100.0% -$7,115 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -52-100.0% -$7,032 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 -77-100.0% -$6,940 清仓
PCG PG&E CORP $00.00%0 -394-100.0% -$6,923 清仓
WELL WELLTOWER INC $00.00%0 -35-100.0% -$6,920 清仓
CRM SALESFORCE INC $00.00%0 -37-100.0% -$6,907 清仓
PHO INVESCO EXCHANGE TRADED FD T $00.00%0 -100-100.0% -$6,686 清仓
PANW PALO ALTO NETWORKS INC $00.00%0 -41-100.0% -$6,574 清仓
GLW CORNING INC $00.00%0 -48-100.0% -$6,527 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 -26-100.0% -$6,517 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -236-100.0% -$6,481 清仓
KDP KEURIG DR PEPPER INC $00.00%0 -245-100.0% -$6,451 清仓
IAK ISHARES TR $00.00%0 -50-100.0% -$6,415 清仓
SPYM SPDR SERIES TRUST $00.00%0 -80-100.0% -$6,120 清仓
ADM ARCHER DANIELS MIDLAND CO $00.00%0 -84-100.0% -$6,106 清仓
MCK MCKESSON CORP $00.00%0 -7-100.0% -$6,058 清仓
CNC CENTENE CORP DEL $00.00%0 -185-100.0% -$6,057 清仓
HAL HALLIBURTON CO $00.00%0 -153-100.0% -$5,966 清仓
EQIX EQUINIX INC $00.00%0 -6-100.0% -$5,882 清仓
GNRC GENERAC HLDGS INC $00.00%0 -30-100.0% -$5,860 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -116-100.0% -$5,838 清仓
TXN TEXAS INSTRS INC $00.00%0 -30-100.0% -$5,825 清仓
QCOM QUALCOMM INC $00.00%0 -45-100.0% -$5,796 清仓
MTB M & T BK CORP $00.00%0 -28-100.0% -$5,789 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -25-100.0% -$5,762 清仓
SCHW SCHWAB CHARLES CORP $00.00%0 -61-100.0% -$5,733 清仓
NRG NRG ENERGY INC $00.00%0 -39-100.0% -$5,700 清仓
APH AMPHENOL CORP $00.00%0 -45-100.0% -$5,686 清仓
WDC WESTERN DIGITAL CORP $00.00%0 -21-100.0% -$5,681 清仓
TMUS T-MOBILE US INC $00.00%0 -27-100.0% -$5,671 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -43-100.0% -$5,631 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 -223-100.0% -$5,592 清仓