13F 机构持仓

Clark Wealth Partners

O'FALLON IL · SEC CIK 0002107657

2026Q22026Q1 更早 9 个季度 🔒
$1.49亿2026Q1 申报市值
596持仓数
73.7%前十大占比 · 第一大 11.4%
91 / 45新建仓 / 清仓
申报市值走势$1.77亿2026Q2
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

QQQM 11.4%
SCHG 11.4%
FDVV 9.9%
XSMO 9.6%
IDMO 8.7%
PULS 7.0%
AVDE 5.8%
XMHQ 5.2%
JEPI 3.2%
MMIT 1.5%

2026Q1 买入最多 按季末市值估算

AVDE 加仓+$191.08万
PULS 加仓+$149.88万
COP 加仓+$78.70万
LIN 加仓+$71.00万
JEPI 加仓+$21.20万

2026Q1 卖出最多 按季末市值估算

HEFA 减仓-$299.53万
XSMO 减仓-$252.32万
IDMO 减仓-$187.73万
FDVV 减仓-$179.36万
QQQM 减仓-$178.29万

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
HST HOST HOTELS & RESORTS INC $6520.00%34 00.0% — 不变
VBR VANGUARD INDEX FDS $6520.00%3 3— $652 新建仓
INCY INCYTE CORP $6590.00%7 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $6810.00%5 5— $681 新建仓
DECK DECKERS OUTDOOR CORP $7010.00%7 00.0% — 不变
IEFA ISHARES TR $7250.00%8 8— $725 新建仓
KIM KIMCO REALTY CORP $7420.00%33 00.0% — 不变
FRT FEDERAL RLTY INVT TR NEW $7440.00%7 375.0% $319 加仓
REG REGENCY CTRS CORP $7570.00%10 225.0% $151 加仓
IEX IDEX CORP $7590.00%4 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $7620.00%10 00.0% — 不变
LULU LULULEMON ATHLETICA INC $7660.00%5 00.0% — 不变
IT GARTNER INC $7920.00%5 5— $792 新建仓
NLR VANECK ETF TRUST $8000.00%6 6— $800 新建仓
AKAM AKAMAI TECHNOLOGIES INC $8040.00%7 00.0% — 不变
IJH ISHARES TR $8110.00%12 12— $811 新建仓
ISTB ISHARES TR $8240.00%17 17— $824 新建仓
HAS HASBRO INC $8430.00%9 00.0% — 不变
FOX FOX CORP $8500.00%16 16— $850 新建仓
EL LAUDER ESTEE COS INC $8620.00%12 00.0% — 不变
MRNA MODERNA INC $8640.00%17 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP $8730.00%100 100— $873 新建仓
CPAY CORPAY INC $8730.00%3 3— $873 新建仓
WY WEYERHAEUSER CO $8800.00%36 -308-89.5% -$7,529 减仓
FBTC FIDELITY WISE ORIGIN BITCOIN $8860.00%15 00.0% — 不变
BG BUNGE GLOBAL SA $8910.00%7 00.0% — 不变
NIO NIO INC $9050.00%150 -500-76.9% -$3,017 减仓
VBK VANGUARD INDEX FDS $9070.00%3 3— $907 新建仓
RC READY CAPITAL CORP $9170.00%562 562— $917 新建仓
SHW SHERWIN WILLIAMS CO $9620.00%3 -12-80.0% -$3,848 减仓
APA APA CORPORATION $9770.00%23 00.0% — 不变
EG EVEREST GROUP LTD $9810.00%3 3— $981 新建仓
CPT CAMDEN PPTY TR $9880.00%10 5100.0% $494 加仓
EXPD EXPEDITORS INTL WASH INC $1,0030.00%7 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $1,0030.00%4 4— $1,003 新建仓
BOTZ GLOBAL X FDS $1,0140.00%31 13.3% $33 加仓
NUE NUCOR CORP $1,0180.00%6 00.0% — 不变
HUM HUMANA INC $1,0460.00%6 6— $1,046 新建仓
SCHA SCHWAB STRATEGIC TR $1,0470.00%36 36— $1,047 新建仓
FICO FAIR ISAAC CORP $1,0680.00%1 -11-91.7% -$1.17万 减仓
NDSN NORDSON CORP $1,0680.00%4 00.0% — 不变
MOH MOLINA HEALTHCARE INC $1,0830.00%8 5166.7% $677 加仓
CSGP COSTAR GROUP INC $1,0900.00%27 24800.0% $969 加仓
GWW WW GRAINGER INC $1,0910.00%1 00.0% — 不变
DLTR DOLLAR TREE INC $1,0960.00%10 00.0% — 不变
STE STERIS PLC $1,1060.00%5 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1,1090.00%11 9450.0% $907 加仓
HII HUNTINGTON INGALLS INDS INC $1,1400.00%3 00.0% — 不变
EVRG EVERGY INC $1,1470.00%14 00.0% — 不变
LNT ALLIANT ENERGY CORP $1,1490.00%16 00.0% — 不变
BX BLACKSTONE INC $1,1500.00%10 -53-84.1% -$6,095 减仓
GNRC GENERAC HLDGS INC $1,1720.00%6 00.0% — 不变
L LOEWS CORP $1,1750.00%11 222.2% $214 加仓
ROL ROLLINS INC $1,1760.00%22 857.1% $428 加仓
— DUPONT DE NEMOURS INC $1,1910.00%26 00.0% — 不变
DXCM DEXCOM INC $1,1940.00%19 19— $1,194 新建仓
OMC OMNICOM GROUP INC $1,2100.00%16 16.7% $76 加仓
MRSH MARSH & MCLENNAN COS INC $1,2150.00%7 -17-70.8% -$2,951 减仓
RF REGIONS FINANCIAL CORP NEW $1,2200.00%46 -203-81.5% -$5,384 减仓
CMS CMS ENERGY CORP $1,2420.00%16 12300.0% $932 加仓
GL GLOBE LIFE INC $1,2530.00%9 5125.0% $696 加仓
BIIB BIOGEN INC $1,2840.00%7 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $1,3000.00%8 233.3% $325 加仓
ALLE ALLEGION PLC $1,3080.00%9 228.6% $291 加仓
ES EVERSOURCE ENERGY $1,3170.00%19 00.0% — 不变
VMRK EQUITY RESIDENTIAL $1,3170.00%22 529.4% $299 加仓
SYK STRYKER CORPORATION $1,3180.00%4 4— $1,318 新建仓
VRSK VERISK ANALYTICS INC $1,3290.00%7 7— $1,329 新建仓
IQV IQVIA HLDGS INC $1,3650.00%8 8— $1,365 新建仓
GEN GEN DIGITAL INC $1,3940.00%74 74— $1,394 新建仓
CBOE CBOE GLOBAL MKTS INC $1,4060.00%5 00.0% — 不变
HSY HERSHEY CO $1,4560.00%7 00.0% — 不变
DOV DOVER CORP $1,4600.00%7 00.0% — 不变
ESS ESSEX PPTY TR INC $1,4680.00%6 3100.0% $734 加仓
BXP BXP INC $1,4730.00%28 19211.1% $1,000 加仓
PAYX PAYCHEX INC $1,4740.00%16 16.7% $92 加仓
FISV FISERV INC $1,5070.00%27 27— $1,507 新建仓
IRM IRON MTN INC DEL $1,5330.00%15 15— $1,533 新建仓
KMB KIMBERLY-CLARK CORP $1,5640.00%16 00.0% — 不变
PNR PENTAIR PLC $1,5680.00%18 428.6% $348 加仓
RMD RESMED INC $1,5720.00%7 5250.0% $1,123 加仓
KVUE KENVUE INC $1,6210.00%94 00.0% — 不变
STLD STEEL DYNAMICS INC $1,6250.00%9 228.6% $361 加仓
GM GENERAL MTRS CO $1,6390.00%22 -24-52.2% -$1,788 减仓
IIPR INNOVATIVE INDL PPTYS INC $1,6840.00%32 13.2% $53 加仓
EXR EXTRA SPACE STORAGE INC $1,7050.00%13 13— $1,705 新建仓
SYY SYSCO CORP $1,7120.00%24 24— $1,712 新建仓
STT STATE STR CORP $1,7720.00%14 14— $1,772 新建仓
KDP KEURIG DR PEPPER INC $1,7800.00%67 00.0% — 不变
FANG DIAMONDBACK ENERGY INC $1,7810.00%9 00.0% — 不变
NDAQ NASDAQ INC $1,7830.00%21 00.0% — 不变
OTIS OTIS WORLDWIDE CORP $1,8500.00%24 24— $1,850 新建仓
CNC CENTENE CORP DEL $1,8670.00%57 51850.0% $1,670 加仓
RJF RAYMOND JAMES FINL INC $1,8830.00%13 00.0% — 不变
AGG ISHARES TR $1,8870.00%19 19— $1,887 新建仓
DDOG DATADOG INC $1,8890.00%16 -1-5.9% -$118 减仓
VSS VANGUARD INTL EQUITY INDEX F $1,8960.00%13 13— $1,896 新建仓
MET METLIFE INC $1,9100.00%27 -7-20.6% -$495 减仓
STZ CONSTELLATION BRANDS INC $1,9210.00%13 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $1,9350.00%121 -145-54.5% -$2,319 减仓