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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -63 | -100.0% | -$1,631 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,620 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -70 | -100.0% | -$1,594 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,593 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,570 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -47 | -100.0% | -$1,561 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -83 | -100.0% | -$1,553 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,548 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,548 | 清仓 |
| — | ANAVEX LIFE SCIENCES CORP | $0 | 0.00% | 0 | -500 | -100.0% | -$1,535 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,529 | 清仓 |
| FDS | FACTSET RESH SYS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,519 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,518 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -58 | -100.0% | -$1,515 | 清仓 |
| NIO | NIO INC | $0 | 0.00% | 0 | -250 | -100.0% | -$1,508 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,489 | 清仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $0 | 0.00% | 0 | -14 | -100.0% | -$1,487 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,455 | 清仓 |
| MOS | MOSAIC CO | $0 | 0.00% | 0 | -57 | -100.0% | -$1,454 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -90 | -100.0% | -$1,409 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,400 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,381 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -9 | -100.0% | -$1,373 | 清仓 |
| RAL | RALLIANT CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$1,373 | 清仓 |
| VTIP | VANGUARD MALVERN FDS | $0 | 0.00% | 0 | -27 | -100.0% | -$1,349 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,332 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,328 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -12 | -100.0% | -$1,315 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -35 | -100.0% | -$1,315 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,311 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,307 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,300 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -28 | -100.0% | -$1,300 | 清仓 |
| KSS | KOHLS CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$1,290 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -32 | -100.0% | -$1,276 | 清仓 |
| PKG | PACKAGING CORP AMER | $0 | 0.00% | 0 | -6 | -100.0% | -$1,274 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,265 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -1 | -100.0% | -$1,262 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,245 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -19 | -100.0% | -$1,239 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,230 | 清仓 |
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,210 | 清仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -25 | -100.0% | -$1,174 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -61 | -100.0% | -$1,169 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,167 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -15 | -100.0% | -$1,158 | 清仓 |
| COLD | AMERICOLD REALTY TRUST INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,146 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,146 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -13 | -100.0% | -$1,129 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -28 | -100.0% | -$1,113 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1,105 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -57 | -100.0% | -$1,095 | 清仓 |
| TSN | TYSON FOODS INC | $0 | 0.00% | 0 | -17 | -100.0% | -$1,090 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -9 | -100.0% | -$1,090 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -37 | -100.0% | -$1,090 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -36 | -100.0% | -$1,087 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,077 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,072 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -21 | -100.0% | -$1,067 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,058 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,050 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -16 | -100.0% | -$1,044 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,042 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -7 | -100.0% | -$998 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -105 | -100.0% | -$949 | 清仓 |
| 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 |