13F 机构持仓

Clark Wealth Partners

O'FALLON IL · SEC CIK 0002107657

2026Q22026Q1 更早 9 个季度 🔒
$1.77亿2026Q2 申报市值
568持仓数
70.4%前十大占比 · 第一大 12.3%
40 / 86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 12.3%
SCHG 11.4%
XSMO 9.5%
IDMO 8.1%
FDVV 8.1%
PULS 6.4%
AVDE 4.7%
XMHQ 4.2%
JEPI 2.9%
GRNY 2.8%

2026Q2 买入最多 按季末市值估算

GRNY 加仓+$461.57万
XLK 加仓+$250.32万
PVAL 加仓+$240.35万
AVUV 加仓+$109.07万
AIRR 加仓+$90.15万

2026Q2 卖出最多 按季末市值估算

FDVV 减仓-$162.51万
XMHQ 减仓-$89.01万
AVDE 减仓-$85.31万
XSMO 减仓-$76.53万
HPQ 清仓-$54.24万

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
MKC MCCORMICK & CO INC $1520.00%3 -10-76.9% -$507 重新持有
UDR UDR INC $1600.00%4 00.0% — 不变
— STEREOTAXIS INC $1720.00%100 00.0% — 不变
APH AMPHENOL CORP $1770.00%1 -60-98.4% -$1.06万 减仓
HUBS HUBSPOT INC $1830.00%1 00.0% — 不变
DECK DECKERS OUTDOOR CORP $1990.00%2 -5-71.4% -$498 减仓
GEN GEN DIGITAL INC $2000.00%8 -66-89.2% -$1,650 减仓
SIRI SIRIUSXM HOLDINGS INC $2070.00%7 00.0% — 不变
DVA DAVITA INC $2230.00%1 1— $223 新建仓
FSLR FIRST SOLAR INC $2360.00%1 1— $236 新建仓
EXPE EXPEDIA GROUP INC $2560.00%1 -9-90.0% -$2,304 减仓
KHC KRAFT HEINZ CO $2600.00%11 -191-94.6% -$4,515 重新持有
AMCR AMCOR PLC $2610.00%6 6— $261 新建仓
IP INTERNATIONAL PAPER CO $2670.00%7 7— $267 新建仓
ALB ALBEMARLE CORP $2710.00%2 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $2730.00%7 -65-90.3% -$2,535 减仓
BR BROADRIDGE FINL SOLUTIONS IN $2740.00%2 -6-75.0% -$822 减仓
DOW DOW HLDGS INC $2750.00%10 00.0% — 不变
PHM PULTE GROUP INC $2750.00%2 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3200.00%1 -12-92.3% -$3,840 减仓
NI NISOURCE INC $3330.00%7 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $4160.00%1 -7-87.5% -$2,912 减仓
EIX EDISON INTL $4470.00%6 6— $447 新建仓
BP BP PLC $4540.00%12 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $4620.00%100 00.0% — 不变
MTB M & T BK CORP $4770.00%2 00.0% — 不变
PYPL PAYPAL HLDGS INC $5190.00%12 -70-85.4% -$3,028 减仓
ADM ARCHER DANIELS MIDLAND CO $5350.00%7 00.0% — 不变
SOLV SOLVENTUM CORP $5410.00%7 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $5450.00%2 -11-84.6% -$2,998 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $5690.00%7 -18-72.0% -$1,463 减仓
CHTR CHARTER COMMUNICATIONS INC $5690.00%4 3300.0% $427 加仓
CRM SALESFORCE INC $5740.00%3 -51-94.4% -$9,758 减仓
HAS HASBRO INC $5790.00%7 -2-22.2% -$165 减仓
— DIGINEX LTD $5810.00%392 392— $581 新建仓
ROL ROLLINS INC $5850.00%14 -8-36.4% -$334 减仓
AES AES CORP $5870.00%40 721.2% $103 加仓
XYZ BLOCK INC $6080.00%8 00.0% — 不变
NOK NOKIA CORP $6640.00%50 00.0% — 不变
CRL CHARLES RIV LABS INTL INC $6810.00%3 00.0% — 不变
MOH MOLINA HEALTHCARE INC $7140.00%3 -5-62.5% -$1,190 减仓
UAMY UNITED STATES ANTIMONY CORP $7260.00%100 00.0% — 不变
OMC OMNICOM GROUP INC $7340.00%10 -6-37.5% -$440 减仓
BG BUNGE GLOBAL SA $7480.00%7 00.0% — 不变
APA APA CORPORATION $7500.00%23 00.0% — 不变
NIO NIO INC $7590.00%150 00.0% — 不变
IEFA ISHARES TR $7730.00%8 00.0% — 不变
INCY INCYTE CORP $7940.00%7 00.0% — 不变
REG REGENCY CTRS CORP $7980.00%10 00.0% — 不变
TSN TYSON FOODS INC $8020.00%14 -36-72.0% -$2,062 减仓
AKAM AKAMAI TECHNOLOGIES INC $8280.00%7 00.0% — 不变
HST HOST HOTELS & RESORTS INC $8310.00%34 00.0% — 不变
KIM KIMCO REALTY CORP $8370.00%33 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $8400.00%3 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $8640.00%10 7233.3% $605 加仓
FRT FEDERAL RLTY INVT TR NEW $8650.00%7 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $8780.00%3 -30-90.9% -$8,780 减仓
SOLS SOLSTICE ADVANCED MATLS INC $8860.00%10 00.0% — 不变
FOXA FOX CORP $8870.00%17 -17-50.0% -$887 减仓
IEX IDEX CORP $9080.00%4 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $9300.00%24 24— $930 新建仓
SWK STANLEY BLACK & DECKER INC $9420.00%10 225.0% $188 加仓
EL LAUDER ESTEE COS INC $9480.00%12 00.0% — 不变
EFX EQUIFAX INC $9530.00%6 -10-62.5% -$1,588 减仓
PKG PACKAGING CORP AMER $9600.00%4 -18-81.8% -$4,320 减仓
GIS GENERAL MILLS INC $9750.00%28 28— $975 新建仓
RC READY CAPITAL CORP $9900.00%562 00.0% — 不变
CPAY CORPAY INC $1,0000.00%3 00.0% — 不变
VRT VERTIV HOLDINGS CO $1,0050.00%3 -81-96.4% -$2.71万 减仓
TKO TKO GROUP HOLDINGS INC $1,0070.00%5 266.7% $403 加仓
L LOEWS CORP $1,0190.00%9 -2-18.2% -$226 减仓
STE STERIS PLC $1,0530.00%5 00.0% — 不变
VLTO VERALTO CORP $1,0660.00%12 9300.0% $800 加仓
EG EVEREST GROUP LTD $1,0720.00%3 00.0% — 不变
DD DUPONT DE NEMOURS INC $1,0860.00%8 -18-69.2% -$2,444 减仓
LH LABCORP HOLDINGS INC $1,1200.00%4 4— $1,120 新建仓
CHRW C H ROBINSON WORLDWIDE IN $1,1340.00%6 -105-94.6% -$1.98万 减仓
EXPD EXPEDITORS INTL WASH INC $1,1410.00%7 00.0% — 不变
CPT CAMDEN PPTY TR $1,1560.00%10 00.0% — 不变
BOTZ GLOBAL X FDS $1,1580.00%31 00.0% — 不变
ESS ESSEX PPTY TR INC $1,1770.00%4 -2-33.3% -$588 减仓
PNW PINNACLE WEST CAP CORP $1,1770.00%11 00.0% — 不变
MRNA MODERNA INC $1,1910.00%17 00.0% — 不变
EVRG EVERGY INC $1,2110.00%14 00.0% — 不变
NDSN NORDSON CORP $1,2110.00%4 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1,2140.00%5 00.0% — 不变
LNT ALLIANT ENERGY CORP $1,2210.00%16 00.0% — 不变
CPRT COPART INC $1,2410.00%44 -20-31.2% -$564 重新持有
VEEV VEEVA SYS INC $1,2430.00%7 -7-50.0% -$1,243 重新持有
MTD METTLER TOLEDO INTERNATIONAL $1,2780.00%1 -4-80.0% -$5,112 减仓
— AVALONBAY CMNTYS INC $1,3340.00%7 00.0% — 重新持有
PPG PPG INDS INC $1,3350.00%11 11— $1,335 新建仓
PPL PPL CORP $1,3370.00%36 -61-62.9% -$2,265 减仓
WDAY WORKDAY INC $1,3470.00%11 8266.7% $980 加仓
GWW WW GRAINGER INC $1,3610.00%1 00.0% — 不变
NOW SERVICENOW INC $1,3900.00%14 -55-79.7% -$5,461 减仓
RF REGIONS FINANCIAL CORP NEW $1,4020.00%46 00.0% — 不变
VICI VICI PPTYS INC $1,4080.00%53 -29-35.4% -$770 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $1,4360.00%18 -247-93.2% -$1.97万 减仓
WST WEST PHARMACEUTICAL SVSC INC $1,4360.00%4 00.0% — 不变