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
CEG CONSTELLATION ENERGY CORP $00.00%0 -20-100.0% -$5,585 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -47-100.0% -$5,576 清仓
SO SOUTHERN CO $00.00%0 -57-100.0% -$5,502 清仓
DOW DOW HLDGS INC $00.00%0 -127-100.0% -$5,290 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -89-100.0% -$5,232 清仓
— HONEYWELL INTL INC $00.00%0 -23-100.0% -$5,199 清仓
WMB WILLIAMS COS INC $00.00%0 -71-100.0% -$5,168 清仓
AEE AMEREN CORP $00.00%0 -47-100.0% -$5,167 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -15-100.0% -$5,149 清仓
SLB SLB LIMITED $00.00%0 -100-100.0% -$5,139 清仓
VLTO VERALTO CORP $00.00%0 -58-100.0% -$5,129 清仓
EIX EDISON INTL $00.00%0 -70-100.0% -$5,123 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL $00.00%0 -13-100.0% -$5,093 清仓
SNDK SANDISK CORP $00.00%0 -8-100.0% -$5,083 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -22-100.0% -$5,080 清仓
PPL PPL CORP $00.00%0 -132-100.0% -$5,043 清仓
FDX FEDEX CORP $00.00%0 -14-100.0% -$4,987 清仓
— STEREOTAXIS INC $00.00%0 -2,700-100.0% -$4,968 清仓
VICI VICI PPTYS INC $00.00%0 -180-100.0% -$4,918 清仓
MPC MARATHON PETE CORP $00.00%0 -20-100.0% -$4,884 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -53-100.0% -$4,880 清仓
DDOG DATADOG INC $00.00%0 -41-100.0% -$4,841 清仓
CFG CITIZENS FINL GROUP INC $00.00%0 -80-100.0% -$4,798 清仓
— COTERRA ENERGY INC $00.00%0 -136-100.0% -$4,780 清仓
MSI MOTOROLA SOLUTIONS INC $00.00%0 -11-100.0% -$4,774 清仓
PAVE GLOBAL X FDS $00.00%0 -92-100.0% -$4,675 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 -105-100.0% -$4,532 清仓
SHW SHERWIN WILLIAMS CO $00.00%0 -14-100.0% -$4,488 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -94-100.0% -$4,410 清仓
CINF CINCINNATI FINL CORP $00.00%0 -28-100.0% -$4,406 清仓
MCO MOODYS CORP $00.00%0 -10-100.0% -$4,363 清仓
SNPS SYNOPSYS INC $00.00%0 -11-100.0% -$4,362 清仓
IOT SAMSARA INC $00.00%0 -136-100.0% -$4,310 清仓
CMI CUMMINS INC $00.00%0 -8-100.0% -$4,305 清仓
FICO FAIR ISAAC CORP $00.00%0 -4-100.0% -$4,271 清仓
ECL ECOLAB INC $00.00%0 -16-100.0% -$4,257 清仓
— AVALONBAY CMNTYS INC $00.00%0 -26-100.0% -$4,248 清仓
TDY TELEDYNE TECHNOLOGIES INC $00.00%0 -7-100.0% -$4,236 清仓
CCI CROWN CASTLE INC $00.00%0 -52-100.0% -$4,229 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -132-100.0% -$4,226 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -80-100.0% -$4,221 清仓
OMC OMNICOM GROUP INC $00.00%0 -56-100.0% -$4,218 清仓
NOW SERVICENOW INC $00.00%0 -40-100.0% -$4,182 清仓
TEL TE CONNECTIVITY PLC $00.00%0 -20-100.0% -$4,181 清仓
STT STATE STR CORP $00.00%0 -33-100.0% -$4,177 清仓
ITW ILLINOIS TOOL WKS INC $00.00%0 -16-100.0% -$4,165 清仓
ES EVERSOURCE ENERGY $00.00%0 -60-100.0% -$4,157 清仓
EFX EQUIFAX INC $00.00%0 -23-100.0% -$4,142 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -15-100.0% -$4,128 清仓
CMS CMS ENERGY CORP $00.00%0 -53-100.0% -$4,112 清仓
CF CF INDUSTRIES HOLD $00.00%0 -31-100.0% -$4,026 清仓
MAR MARRIOTT INTL INC NEW $00.00%0 -12-100.0% -$3,925 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -26-100.0% -$3,900 清仓
CRWV COREWEAVE INC $00.00%0 -50-100.0% -$3,874 清仓
— CAPITOL SER TR $00.00%0 -100-100.0% -$3,817 清仓
PCAR PACCAR INC $00.00%0 -33-100.0% -$3,812 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -13-100.0% -$3,806 清仓
LH LABCORP HOLDINGS INC $00.00%0 -14-100.0% -$3,736 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -20-100.0% -$3,731 清仓
VRSN VERISIGN INC $00.00%0 -15-100.0% -$3,726 清仓
DGX QUEST DIAGNOSTICS INC $00.00%0 -19-100.0% -$3,724 清仓
LYB LYONDELLBASELL INDUSTRIES NV $00.00%0 -46-100.0% -$3,706 清仓
TTD THE TRADE DESK INC $00.00%0 -163-100.0% -$3,699 清仓
CTVA CORTEVA INC $00.00%0 -44-100.0% -$3,684 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -17-100.0% -$3,670 清仓
ULTA ULTA BEAUTY INC $00.00%0 -7-100.0% -$3,659 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -13-100.0% -$3,654 清仓
URI UNITED RENTALS INC $00.00%0 -5-100.0% -$3,643 清仓
MDT MEDTRONIC PLC $00.00%0 -42-100.0% -$3,640 清仓
VGT VANGUARD WORLD FD $00.00%0 -40-100.0% -$3,592 清仓
ALB ALBEMARLE CORP $00.00%0 -20-100.0% -$3,591 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -4-100.0% -$3,581 清仓
ALL ALLSTATE CORP $00.00%0 -17-100.0% -$3,525 清仓
FISV FISERV INC $00.00%0 -63-100.0% -$3,516 清仓
SYY SYSCO CORP $00.00%0 -49-100.0% -$3,496 清仓
IRM IRON MTN INC DEL $00.00%0 -34-100.0% -$3,473 清仓
KHC KRAFT HEINZ CO $00.00%0 -153-100.0% -$3,441 清仓
OKE ONEOK INC NEW $00.00%0 -38-100.0% -$3,435 清仓
KEY KEYCORP $00.00%0 -171-100.0% -$3,429 清仓
F FORD MTR CO $00.00%0 -296-100.0% -$3,418 清仓
IFF INTERNATIONAL FLAVORS&FRAGRA $00.00%0 -47-100.0% -$3,410 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -26-100.0% -$3,405 清仓
TGT TARGET CORP $00.00%0 -28-100.0% -$3,394 清仓
IP INTERNATIONAL PAPER CO $00.00%0 -94-100.0% -$3,356 清仓
ATO ATMOS ENERGY CORP $00.00%0 -18-100.0% -$3,325 清仓
WRB BERKLEY W R CORP $00.00%0 -50-100.0% -$3,314 清仓
L LOEWS CORP $00.00%0 -31-100.0% -$3,309 清仓
ENR ENERGIZER HLDGS INC $00.00%0 -200-100.0% -$3,284 清仓
ABNB AIRBNB INC $00.00%0 -26-100.0% -$3,284 清仓
DELL DELL TECHNOLOGIES INC $00.00%0 -20-100.0% -$3,283 清仓
MPWR MONOLITHIC PWR SYS INC $00.00%0 -3-100.0% -$3,281 清仓
TFC TRUIST FINL CORP $00.00%0 -71-100.0% -$3,264 清仓
FAST FASTENAL CO $00.00%0 -70-100.0% -$3,248 清仓
ZM ZOOM COMMUNICATIONS INC $00.00%0 -40-100.0% -$3,216 清仓
EVRG EVERGY INC $00.00%0 -39-100.0% -$3,195 清仓
O REALTY INCOME CORP $00.00%0 -51-100.0% -$3,121 清仓
CSGP COSTAR GROUP INC $00.00%0 -77-100.0% -$3,107 清仓
SBAC SBA COMMUNICATIONS CORP $00.00%0 -18-100.0% -$3,098 清仓
— ELECTRONIC ARTS INC $00.00%0 -15-100.0% -$3,059 清仓
EBAY EBAY INC. $00.00%0 -33-100.0% -$3,004 清仓