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
VTRS VIATRIS INC $1,9590.00%145 -1,608-91.7% -$2.17万 减仓
FOXA FOX CORP $1,9860.00%34 17100.0% $993 加仓
ITOT ISHARES TR $1,9950.00%14 14— $1,995 新建仓
PEG PUBLIC SVC ENTERPRISE GROUP $2,0240.00%25 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,0320.00%27 00.0% — 不变
PFG PRINCIPAL FINANCIAL GROUP IN $2,0730.00%23 1076.9% $901 加仓
MAA MID-AMER APT CMNTYS INC $2,0770.00%17 11183.3% $1,344 加仓
ULTA ULTA BEAUTY INC $2,0910.00%4 00.0% — 不变
AXON AXON ENTERPRISE INC $2,1240.00%5 00.0% — 不变
KKR KKR & CO INC $2,1280.00%23 -32-58.2% -$2,961 减仓
DAL DELTA AIR LINES INC $2,1280.00%32 32— $2,128 新建仓
MSCI MSCI INC $2,1570.00%4 -3-42.9% -$1,618 减仓
EXE EXPAND ENERGY CORPORATION $2,1960.00%20 533.3% $549 加仓
BDX BECTON DICKINSON & CO $2,2020.00%14 00.0% — 不变
CINF CINCINNATI FINL CORP $2,2170.00%14 675.0% $950 加仓
BRO BROWN & BROWN INC $2,2180.00%34 34— $2,218 新建仓
VICI VICI PPTYS INC $2,2410.00%82 82— $2,241 新建仓
— ELECTRONIC ARTS INC $2,2430.00%11 00.0% — 不变
KEY KEYCORP $2,2460.00%112 -10-8.2% -$201 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $2,2590.00%8 00.0% — 不变
EXPE EXPEDIA GROUP INC $2,3090.00%10 10— $2,309 新建仓
IUSG ISHARES TR $2,3270.00%15 15— $2,327 新建仓
CNP CENTERPOINT ENERGY INC $2,3310.00%54 920.0% $388 加仓
WTW WILLIS TOWERS WATSON PLC LTD $2,3340.00%8 233.3% $584 加仓
TER TERADYNE INC $2,3720.00%8 8— $2,372 新建仓
WAT WATERS CORP $2,3830.00%8 -1-11.1% -$298 减仓
ADSK AUTODESK INC $2,3940.00%10 -18-64.3% -$4,309 减仓
VOE VANGUARD INDEX FDS $2,3960.00%13 13— $2,396 新建仓
TDY TELEDYNE TECHNOLOGIES INC $2,4210.00%4 00.0% — 不变
PSA PUBLIC STORAGE OPER CO $2,4380.00%9 9— $2,438 新建仓
PRU PRUDENTIAL FINL INC $2,4430.00%25 419.0% $391 加仓
EXC EXELON CORP $2,4510.00%50 -35-41.2% -$1,716 减仓
EQT EQT CORP $2,4820.00%39 930.0% $573 加仓
XEL XCEL ENERGY INC $2,4870.00%31 -9-22.5% -$722 减仓
GRMN GARMIN LTD $2,5530.00%11 00.0% — 不变
VOT VANGUARD INDEX FDS $2,5740.00%10 10— $2,574 新建仓
IUSB ISHARES TR $2,5870.00%56 56— $2,587 新建仓
SYF SYNCHRONY FINANCIAL $2,6530.00%39 00.0% — 不变
AMP AMERIPRISE FINL INC $2,6670.00%6 00.0% — 不变
CAH CARDINAL HEALTH INC $2,7480.00%13 00.0% — 不变
ABNB AIRBNB INC $2,7790.00%22 212,100.0% $2,653 加仓
YUM YUM BRANDS INC $2,7990.00%18 428.6% $622 加仓
COR CENCORA INC $2,8280.00%9 00.0% — 不变
HOOD ROBINHOOD MKTS INC $2,8420.00%41 41— $2,842 新建仓
EFX EQUIFAX INC $2,8820.00%16 16— $2,882 新建仓
DLR DIGITAL RLTY TR INC $2,8840.00%16 214.3% $360 加仓
SBAC SBA COMMUNICATIONS CORP $2,9260.00%17 12240.0% $2,065 加仓
TFC TRUIST FINL CORP $2,9430.00%64 -18-22.0% -$828 减仓
PCAR PACCAR INC $3,0030.00%26 00.0% — 不变
SCHZ SCHWAB STRATEGIC TR $3,0660.00%132 132— $3,066 新建仓
CF CF INDUSTRIES HOLD $3,1170.00%24 00.0% — 不变
VST VISTRA CORP $3,1570.00%21 00.0% — 不变
FAST FASTENAL CO $3,1880.00%69 00.0% — 不变
TSN TYSON FOODS INC $3,2040.00%50 -3-5.7% -$192 减仓
TRV TRAVELERS COMPANIES INC $3,2090.00%11 -3-21.4% -$875 减仓
CCI CROWN CASTLE INC $3,2530.00%40 1881.8% $1,464 加仓
AFL AFLAC INC $3,2920.00%30 -19-38.8% -$2,085 减仓
PNC PNC FINL SVCS GROUP INC $3,3300.00%16 -19-54.3% -$3,954 减仓
DGX QUEST DIAGNOSTICS INC $3,3320.00%17 9112.5% $1,764 加仓
FIS FIDELITY NATL INFORMATION SV $3,3780.00%72 72— $3,378 新建仓
BAX BAXTER INTL INC $3,3970.00%202 -21-9.4% -$353 减仓
ITW ILLINOIS TOOL WKS INC $3,4050.00%13 13— $3,405 新建仓
CL COLGATE PALMOLIVE CO $3,4100.00%40 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $3,4520.00%10 00.0% — 不变
ECL ECOLAB INC $3,4590.00%13 13— $3,459 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $3,4690.00%50 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $3,4820.00%8 8— $3,482 新建仓
MCO MOODYS CORP $3,4900.00%8 -13-61.9% -$5,671 减仓
CIEN CIENA CORP $3,4950.00%9 9— $3,495 新建仓
TXT TEXTRON INC $3,5040.00%40 00.0% — 不变
RSG REPUBLIC SVCS INC $3,5050.00%16 660.0% $1,314 加仓
CTVA CORTEVA INC $3,5160.00%42 823.5% $670 加仓
VMC VULCAN MATLS CO $3,5400.00%13 -15-53.6% -$4,085 减仓
A AGILENT TECHNOLOGIES INC $3,5420.00%31 -163-84.0% -$1.86万 减仓
SNPS SYNOPSYS INC $3,5690.00%9 -7-43.8% -$2,776 减仓
RCL ROYAL CARIBBEAN GROUP $3,5780.00%13 13— $3,578 新建仓
MAR MARRIOTT INTL INC NEW $3,5980.00%11 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3,6130.00%13 -15-53.6% -$4,169 减仓
FE FIRSTENERGY CORP $3,6480.00%72 46176.9% $2,331 加仓
CFG CITIZENS FINL GROUP INC $3,6590.00%61 -4-6.2% -$240 减仓
ETR ENTERGY CORP NEW $3,7080.00%33 00.0% — 不变
PYPL PAYPAL HLDGS INC $3,7090.00%82 82— $3,709 新建仓
SPG SIMON PPTY GROUP INC NEW $3,7310.00%20 533.3% $933 加仓
LDOS LEIDOS HOLDINGS INC $3,7330.00%24 633.3% $933 加仓
PPL PPL CORP $3,7350.00%97 -7-6.7% -$270 减仓
ALL ALLSTATE CORP $3,7480.00%18 -9-33.3% -$1,874 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $3,7560.00%494 494— $3,756 新建仓
BEN FRANKLIN RESOURCES INC $3,7610.00%157 00.0% — 不变
— TIDAL TRUST II $3,7780.00%327 216.9% $243 加仓
CBRE CBRE GROUP INC $3,7930.00%28 947.4% $1,219 加仓
MDLZ MONDELEZ INTL INC $3,8380.00%66 66— $3,838 新建仓
VTR VENTAS INC $3,8440.00%47 -6-11.3% -$491 减仓
REGN REGENERON PHARMACEUTICALS $3,8640.00%5 00.0% — 不变
MMM 3M CO $3,9220.00%27 -19-41.3% -$2,760 减仓
SRE SEMPRA $4,0090.00%41 824.2% $782 加仓
AVDV AMERICAN CENTY ETF TR $4,0950.00%41 41— $4,095 新建仓
MLM MARTIN MARIETTA MATLS INC $4,1210.00%7 -8-53.3% -$4,710 减仓
MGM MGM RESORTS INTERNATIONAL $4,2570.00%115 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $4,2720.00%9 00.0% — 不变
TRMB TRIMBLE INC $4,3060.00%66 00.0% — 不变