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 |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | $2,513.53万 | 12.91% | 128,111 | 85 | 0.1% | $1.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2,477.52万 | 12.73% | 56,721 | 209 | 0.4% | $9.13万 | 加仓 |
| SMBC | SOUTHERN MO BANCORP INC | $1,793.03万 | 9.21% | 280,424 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $1,580.27万 | 8.12% | 85,754 | 1,512 | 1.8% | $27.86万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,352.89万 | 6.95% | 52,570 | 1,446 | 2.8% | $37.21万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $963.20万 | 4.95% | 44,336 | 1,615 | 3.8% | $35.09万 | 加仓 |
| IJT | ISHARES TR | $687.37万 | 3.53% | 47,500 | 1,409 | 3.1% | $20.39万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $650.55万 | 3.34% | 21,523 | 505 | 2.4% | $15.26万 | 加仓 |
| IEFA | ISHARES TR | $614.68万 | 3.16% | 67,898 | -2,269 | -3.2% | -$20.54万 | 减仓 |
| IJS | ISHARES TR | $454.09万 | 2.33% | 38,336 | 68 | 0.2% | $8,055 | 加仓 |
| QQQ | INVESCO QQQ TR | $406.99万 | 2.09% | 7,051 | 9 | 0.1% | $5,195 | 加仓 |
| VTI | VANGUARD INDEX FDS | $356.17万 | 1.83% | 11,102 | 46 | 0.4% | $1.48万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $249.61万 | 1.28% | 28,141 | 1,467 | 5.5% | $13.01万 | 加仓 |
| AAPL | APPLE INC | $240.58万 | 1.24% | 9,480 | -93 | -1.0% | -$2.36万 | 减仓 |
| EFG | ISHARES TR | $207.09万 | 1.06% | 18,595 | 2,289 | 14.0% | $25.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $197.60万 | 1.02% | 11,330 | 0 | 0.0% | — | 不变 |
| IEMG | ISHARES INC | $197.34万 | 1.01% | 28,293 | -1,005 | -3.4% | -$7.01万 | 减仓 |
| EFV | ISHARES TR | $196.40万 | 1.01% | 26,415 | 1,803 | 7.3% | $13.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $171.29万 | 0.88% | 3,574 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $151.50万 | 0.78% | 6,966 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $149.96万 | 0.77% | 10,529 | 17 | 0.2% | $2,421 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $143.63万 | 0.74% | 2 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $134.45万 | 0.69% | 17,000 | 0 | 0.0% | — | 不变 |
| SCHX | SCHWAB STRATEGIC TR | $127.42万 | 0.65% | 49,694 | 107 | 0.2% | $2,743 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $119.87万 | 0.62% | 3,963 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $113.82万 | 0.58% | 3,963 | -784 | -16.5% | -$22.52万 | 减仓 |
| BA | BOEING CO | $109.27万 | 0.56% | 5,490 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $108.32万 | 0.56% | 9,577 | 3 | 0.0% | $339 | 加仓 |
| PEP | PEPSICO INC | $100.89万 | 0.52% | 6,497 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $84.28万 | 0.43% | 2,931 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $83.10万 | 0.43% | 5,889 | 0 | 0.0% | — | 不变 |
| CSRE | COHEN & STEERS ETF TRUST | $80.51万 | 0.41% | 30,636 | 3,784 | 14.1% | $9.94万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $78.30万 | 0.40% | 5,421 | -293 | -5.1% | -$4.23万 | 减仓 |
| VB | VANGUARD INDEX FDS | $74.14万 | 0.38% | 2,831 | -867 | -23.4% | -$22.71万 | 减仓 |
| IVV | ISHARES TR | $65.96万 | 0.34% | 1,009 | 31 | 3.2% | $2.03万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $64.43万 | 0.33% | 21,000 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $63.82万 | 0.33% | 6,216 | -1 | -0.0% | -$103 | 减仓 |
| EMR | EMERSON ELEC CO | $60.54万 | 0.31% | 4,621 | -50 | -1.1% | -$6,551 | 减仓 |
| MSFT | MICROSOFT CORP | $59.57万 | 0.31% | 1,609 | -69 | -4.1% | -$2.55万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $54.14万 | 0.28% | 10,000 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $54.03万 | 0.28% | 9,795 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $49.58万 | 0.25% | 7,939 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $48.60万 | 0.25% | 2,275 | 4 | 0.2% | $855 | 加仓 |
| IVE | ISHARES TR | $48.19万 | 0.25% | 2,282 | 92 | 4.2% | $1.94万 | 加仓 |
| EFA | ISHARES TR | $46.60万 | 0.24% | 4,797 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $39.20万 | 0.20% | 7,428 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $37.85万 | 0.19% | 2,500 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $35.86万 | 0.18% | 1,250 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $35.67万 | 0.18% | 358 | 10 | 2.9% | $9,964 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.42万 | 0.18% | 1,170 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $34.17万 | 0.18% | 1,642 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $34.15万 | 0.18% | 482 | -35 | -6.8% | -$2.48万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $34.09万 | 0.18% | 10,035 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $32.84万 | 0.17% | 739 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $32.70万 | 0.17% | 1,349 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $32.67万 | 0.17% | 3,247 | 1 | 0.0% | $101 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $32.41万 | 0.17% | 5,343 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $32.33万 | 0.17% | 4,501 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.08万 | 0.15% | 3,024 | 37 | 1.2% | $3,558 | 加仓 |
| IWR | ISHARES TR | $28.20万 | 0.14% | 2,900 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $27.92万 | 0.14% | 902 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $27.64万 | 0.14% | 4,093 | 2 | 0.0% | $135 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $27.03万 | 0.14% | 4,670 | 15 | 0.3% | $868 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $26.40万 | 0.14% | 8,526 | 20 | 0.2% | $619 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.38万 | 0.14% | 1,275 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $25.53万 | 0.13% | 465 | -45 | -8.8% | -$2.47万 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.74万 | 0.12% | 795 | 209 | 35.7% | $6.24万 | 加仓 |
| AMZN | AMAZON COM INC | $23.49万 | 0.12% | 1,128 | -3 | -0.3% | -$625 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $22.63万 | 0.12% | 5,000 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES TR | $22.23万 | 0.11% | 1,735 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $21.49万 | 0.11% | 1,300 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $20.27万 | 0.10% | 1,530 | 3 | 0.2% | $397 | 加仓 |
| PYLD | PIMCO ETF TR | $20.12万 | 0.10% | 7,680 | -538 | -6.5% | -$1.41万 | 减仓 |
| USHY | ISHARES TR | $20.08万 | 0.10% | 5,450 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $19.22万 | 0.10% | 7,767 | 97 | 1.3% | $2,401 | 加仓 |
| DEM | WISDOMTREE TR | $18.73万 | 0.10% | 3,770 | -767 | -16.9% | -$3.81万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $18.39万 | 0.09% | 1,384 | 12 | 0.9% | $1,595 | 加仓 |
| MO | ALTRIA GROUP INC | $18.31万 | 0.09% | 2,775 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $18.13万 | 0.09% | 2,337 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $17.08万 | 0.09% | 286 | -492 | -63.2% | -$29.37万 | 减仓 |
| HD | HOME DEPOT INC | $16.90万 | 0.09% | 514 | 10 | 2.0% | $3,287 | 加仓 |
| IWF | ISHARES TR | $16.89万 | 0.09% | 396 | 87 | 28.2% | $3.71万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $16.74万 | 0.09% | 3,391 | 192 | 6.0% | $9,479 | 加仓 |
| DE | DEERE & CO | $16.56万 | 0.09% | 294 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $16.13万 | 0.08% | 451 | 0 | 0.0% | — | 不变 |
| IWS | ISHARES TR | $15.31万 | 0.08% | 1,050 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $15.20万 | 0.08% | 1,037 | -10 | -1.0% | -$1,466 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $14.57万 | 0.07% | 224 | -8 | -3.4% | -$5,205 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $13.89万 | 0.07% | 801 | 10 | 1.3% | $1,735 | 加仓 |
| TWI | TITAN INTL INC ILL | $13.88万 | 0.07% | 20,092 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $13.73万 | 0.07% | 2,050 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $13.64万 | 0.07% | 1,522 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $13.43万 | 0.07% | 854 | 0 | 0.0% | — | 不变 |
| IBTM | ISHARES TR | $13.21万 | 0.07% | 5,763 | -703 | -10.9% | -$1.61万 | 减仓 |
| META | META PLATFORMS INC | $13.20万 | 0.07% | 231 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $12.35万 | 0.06% | 2,696 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $11.66万 | 0.06% | 615 | 15 | 2.5% | $2,844 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $11.40万 | 0.06% | 1,573 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $10.98万 | 0.06% | 449 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $10.85万 | 0.06% | 378 | 0 | 0.0% | — | 不变 |