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 |
|---|---|---|---|---|---|---|---|---|
| — | QORVO INC | $387 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $386 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $365 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $339 | 0.00% | 8 | -16 | -66.7% | -$678 | 减仓 |
| AON | AON PLC | $323 | 0.00% | 1 | -5 | -83.3% | -$1,615 | 减仓 |
| AGL | AGILON HEALTH INC | $316 | 0.00% | 40 | 40 | — | $316 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $300 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $296 | 0.00% | 3 | -7 | -70.0% | -$691 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $290 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB STRATEGIC TR | $273 | 0.00% | 10 | -3 | -23.1% | -$82 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $262 | 0.00% | 9 | -1 | -10.0% | -$29 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $196 | 0.00% | 1 | 1 | — | $196 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $112 | 0.00% | 3 | 3 | — | $112 | 新建仓 |
| NXH | BED BATH & BEYOND INC | $42 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $0 | 0.00% | 0 | -986 | -100.0% | -$9.89万 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -4,012 | -100.0% | -$1.98万 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -57 | -100.0% | -$6,286 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -43 | -100.0% | -$5,482 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -21 | -100.0% | -$5,402 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -60 | -100.0% | -$3,866 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -21 | -100.0% | -$2,918 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -31 | -100.0% | -$2,573 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -37 | -100.0% | -$2,349 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -85 | -100.0% | -$2,014 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -5 | -100.0% | -$1,697 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,668 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -15 | -100.0% | -$1,656 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,643 | 清仓 |
| BALT | INNOVATOR ETFS TRUST | $0 | 0.00% | 0 | -42 | -100.0% | -$1,408 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,362 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -10 | -100.0% | -$1,204 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -9 | -100.0% | -$1,107 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,084 | 清仓 |
| — | ADVANTAGE SOLUTIONS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$880 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$836 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$820 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$698 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$692 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$689 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -23 | -100.0% | -$601 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$521 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -4 | -100.0% | -$334 | 清仓 |
| NWS | NEWS CORP NEW | $0 | 0.00% | 0 | -7 | -100.0% | -$208 | 清仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7 | -100.0% | -$169 | 清仓 |