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
DRI DARDEN RESTAURANTS INC $1,4430.00%7 7— $1,443 新建仓
ARES ARES MANAGEMENT CORPORATION $1,4480.00%13 13— $1,448 新建仓
DLTR DOLLAR TREE INC $1,4520.00%12 220.0% $242 加仓
VBR VANGUARD INDEX FDS $1,4580.00%6 3100.0% $729 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1,4730.00%23 00.0% — 重新持有
VMRK EQUITY RESIDENTIAL $1,5100.00%22 00.0% — 不变
ZTS ZOETIS INC $1,5100.00%21 16320.0% $1,150 加仓
BIIB BIOGEN INC $1,5130.00%7 00.0% — 不变
IQV IQVIA HLDGS INC $1,5460.00%8 00.0% — 不变
DXCM DEXCOM INC $1,5500.00%23 421.1% $270 加仓
FE FIRSTENERGY CORP $1,5690.00%33 -39-54.2% -$1,854 减仓
DOV DOVER CORP $1,5700.00%7 00.0% — 不变
HSY HERSHEY CO $1,5800.00%9 228.6% $351 加仓
FANG DIAMONDBACK ENERGY INC $1,5830.00%9 00.0% — 不变
ES EVERSOURCE ENERGY $1,5900.00%22 315.8% $217 加仓
EQT EQT CORP $1,5960.00%30 -9-23.1% -$479 减仓
GL GLOBE LIFE INC $1,6090.00%9 00.0% — 不变
CINF CINCINNATI FINL CORP $1,6750.00%9 -5-35.7% -$931 减仓
AWK AMERICAN WTR WKS CO INC NEW $1,7110.00%13 8160.0% $1,053 加仓
NDAQ NASDAQ INC $1,7350.00%22 14.8% $79 加仓
ACGL ARCH CAP GROUP LTD $1,7480.00%18 18— $1,748 新建仓
COIN COINBASE GLOBAL INC $1,7550.00%12 -25-67.6% -$3,656 减仓
GNRC GENERAC HLDGS INC $1,7570.00%6 00.0% — 不变
KMB KIMBERLY-CLARK CORP $1,7770.00%16 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $1,7890.00%100 -21-17.4% -$376 减仓
STZ CONSTELLATION BRANDS INC $1,7950.00%13 00.0% — 不变
ULTA ULTA BEAUTY INC $1,8040.00%4 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $1,8890.00%13 00.0% — 不变
IRM IRON MTN INC DEL $1,8950.00%15 00.0% — 不变
BAX BAXTER INTL INC $1,9420.00%91 -111-55.0% -$2,369 减仓
ADSK AUTODESK INC $1,9450.00%10 00.0% — 不变
ODFL OLD DOMINION FREIGHT LINE IN $1,9500.00%9 9— $1,950 新建仓
VTR VENTAS INC $1,9540.00%22 -25-53.2% -$2,220 减仓
PAYX PAYCHEX INC $1,9670.00%20 425.0% $393 加仓
RJF RAYMOND JAMES FINL INC $1,9770.00%13 00.0% — 不变
CNP CENTERPOINT ENERGY INC $1,9820.00%45 -9-16.7% -$396 减仓
VRTX VERTEX PHARMACEUTICALS INC $1,9870.00%4 -9-69.2% -$4,471 减仓
CBRE CBRE GROUP INC $2,0210.00%15 -13-46.4% -$1,752 减仓
PRU PRUDENTIAL FINL INC $2,0510.00%19 -6-24.0% -$648 减仓
STLD STEEL DYNAMICS INC $2,0700.00%9 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $2,0860.00%7 7— $2,086 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 -158-61.2% -$3,335 减仓
FDXF FEDEX FGHT HLDG CO INC $2,1140.00%14 14— $2,114 新建仓
BDX BECTON DICKINSON & CO $2,1190.00%14 00.0% — 不变
RSG REPUBLIC SVCS INC $2,1310.00%10 -6-37.5% -$1,279 减仓
IIPR INNOVATIVE INDL PPTYS INC $2,1420.00%34 26.2% $126 加仓
CMG CHIPOTLE MEXICAN GRILL INC $2,1760.00%64 -1-1.5% -$34 重新持有
YUM YUM BRANDS INC $2,2390.00%14 -4-22.2% -$640 减仓
MSCI MSCI INC $2,2410.00%4 00.0% — 不变
— ELECTRONIC ARTS INC $2,2560.00%11 00.0% — 不变
VTRS VIATRIS INC $2,3030.00%145 00.0% — 不变
MAA MID-AMER APT CMNTYS INC $2,3620.00%17 00.0% — 不变
MET METLIFE INC $2,3700.00%28 13.7% $85 加仓
STT STATE STR CORP $2,3750.00%14 00.0% — 不变
CTAS CINTAS CORP $2,3820.00%14 -125-89.9% -$2.13万 减仓
QBTS D-WAVE QUANTUM INC $2,3990.00%100 100— $2,399 新建仓
CVNA CARVANA CO $2,4360.00%37 37— $2,436 新建仓
KEY KEYCORP $2,4440.00%106 -6-5.4% -$138 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $2,4790.00%23 00.0% — 不变
CCI CROWN CASTLE INC $2,5000.00%33 -7-17.5% -$530 减仓
XEL XCEL ENERGY INC $2,5130.00%31 00.0% — 不变
AIG AMERICAN INTL GROUP INC $2,5350.00%34 725.9% $522 加仓
KVUE KENVUE INC $2,5610.00%134 4042.6% $764 加仓
CF CF INDUSTRIES HOLD $2,5990.00%24 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $2,6260.00%6 -3-33.3% -$1,313 减仓
VMC VULCAN MATLS CO $2,6560.00%9 -4-30.8% -$1,180 减仓
HIG HARTFORD INSURANCE GROUP INC $2,6600.00%20 -19-48.7% -$2,527 减仓
NUE NUCOR CORP $2,6800.00%12 6100.0% $1,340 加仓
AMP AMERIPRISE FINL INC $2,7530.00%6 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $2,7690.00%2 -22-91.7% -$3.05万 减仓
KDP KEURIG DR PEPPER INC $2,8020.00%85 1826.9% $593 加仓
IUSG ISHARES TR $2,8220.00%15 00.0% — 不变
GRMN GARMIN LTD $2,8510.00%12 19.1% $238 加仓
UAL UNITED AIRLS HLDGS INC $2,8560.00%21 21— $2,856 新建仓
DLR DIGITAL RLTY TR INC $2,8740.00%16 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $2,9060.00%10 00.0% — 不变
SYF SYNCHRONY FINANCIAL $2,9660.00%39 00.0% — 不变
EXC EXELON CORP $2,9840.00%64 1428.0% $653 加仓
NKE NIKE INC $2,9870.00%72 1220.0% $498 重新持有
SBAC SBA COMMUNICATIONS CORP $3,0000.00%17 00.0% — 不变
WAT WATERS CORP $3,0010.00%8 00.0% — 不变
TEL TE CONNECTIVITY PLC $3,0250.00%15 00.0% — 重新持有
SRE SEMPRA $3,0820.00%33 -8-19.5% -$747 减仓
TFC TRUIST FINL CORP $3,0890.00%62 -2-3.1% -$100 减仓
DHI D R HORTON INC $3,0950.00%19 -138-87.9% -$2.25万 减仓
PCAR PACCAR INC $3,1240.00%26 00.0% — 不变
ABNB AIRBNB INC $3,1490.00%22 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES INC $3,1510.00%9 112.5% $350 加仓
ISRG INTUITIVE SURGICAL INC $3,1820.00%8 -12-60.0% -$4,773 减仓
HUM HUMANA INC $3,1850.00%8 233.3% $796 加仓
HONA HONEYWELL AEROSPACE INC $3,3170.00%15 15— $3,317 新建仓
COR CENCORA INC $3,3960.00%12 333.3% $849 加仓
LITE LUMENTUM HLDGS INC $3,4330.00%4 4— $3,433 新建仓
PCG PG&E CORP $3,4420.00%204 204— $3,442 新建仓
GM GENERAL MTRS CO $3,4690.00%45 23104.5% $1,773 加仓
HON HONEYWELL INTL INC $3,4710.00%16 -15-48.4% -$3,254 减仓
CTVA CORTEVA INC $3,4730.00%41 -1-2.4% -$85 减仓
AFL AFLAC INC $3,5180.00%30 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $3,6040.00%17 00.0% — 不变
MCO MOODYS CORP $3,6240.00%8 00.0% — 不变