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
STX SEAGATE TECHNOLOGY HLDNGS PL $4,3180.00%11 00.0% — 不变
WEC WEC ENERGY GROUP INC $4,4000.00%38 1781.0% $1,968 加仓
EW EDWARDS LIFESCIENCES CORP $4,4050.00%55 00.0% — 不变
APO APOLLO GLOBAL MGMT INC $4,4570.00%40 -23-36.5% -$2,563 减仓
IWR ISHARES TR $4,4730.00%46 46— $4,473 新建仓
VONG VANGUARD SCOTTSDALE FDS $4,4980.00%41 41— $4,498 新建仓
ROST ROSS STORES INC $4,5500.00%21 423.5% $867 加仓
DVN DEVON ENERGY CORP NEW $4,5800.00%91 -102-52.8% -$5,134 减仓
BSX BOSTON SCIENTIFIC CORP $4,5810.00%73 -12-14.1% -$753 减仓
CVS CVS HEALTH CORP $4,5970.00%64 -43-40.2% -$3,089 减仓
WDC WESTERN DIGITAL CORP $4,5990.00%17 00.0% — 不变
TDG TRANSDIGM GROUP INC $4,6360.00%4 133.3% $1,159 加仓
FITB FIFTH THIRD BANCORP $4,6400.00%99 1011.2% $469 加仓
CCL CARNIVAL CORP $4,6590.00%180 00.0% — 不变
PKG PACKAGING CORP AMER $4,6970.00%22 00.0% — 不变
LYV LIVE NATION ENTERTAINMENT IN $4,7280.00%31 00.0% — 不变
CG CARLYLE GROUP INC $4,7430.00%98 -32-24.6% -$1,549 减仓
ED CONSOLIDATED EDISON INC $4,7540.00%42 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $4,8250.00%258 00.0% — 不变
WM WASTE MGMT INC DEL $4,8260.00%21 316.7% $689 加仓
CRH CRH PLC $4,8360.00%46 1339.4% $1,367 加仓
IXUS ISHARES TR $4,8520.00%56 56— $4,852 新建仓
EQIX EQUINIX INC $4,9020.00%5 -18-78.3% -$1.76万 减仓
HAL HALLIBURTON CO $5,0300.00%129 00.0% — 不变
TMUS T-MOBILE US INC $5,0410.00%24 -1-4.0% -$210 减仓
EOG EOG RES INC $5,0600.00%35 -4,584-99.2% -$66.27万 减仓
WYNN WYNN RESORTS LTD $5,0780.00%50 00.0% — 不变
SNDK SANDISK CORP $5,0830.00%8 8— $5,083 新建仓
— TIDAL TRUST II $5,0900.00%401 349.3% $432 加仓
MCK MCKESSON CORP $5,1980.00%6 00.0% — 不变
CMCSA COMCAST CORP NEW $5,2000.00%181 00.0% — 不变
USB US BANCORP $5,2530.00%100 00.0% — 不变
D DOMINION ENERGY INC $5,2550.00%85 56193.1% $3,462 加仓
HIG HARTFORD INSURANCE GROUP INC $5,3030.00%39 721.9% $952 加仓
GLW CORNING INC $5,3030.00%39 00.0% — 不变
ICE INTERCONTINENTAL EXCHANGE IN $5,3480.00%34 621.4% $944 加仓
JCI JOHNSON CONTROLS INTERNATION $5,3850.00%41 25.1% $263 加仓
COWZ PACER FDS TR $5,4150.00%87 00.0% — 不变
RL RALPH LAUREN CORP $5,5190.00%16 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5,7280.00%29 520.8% $988 加仓
NTAP NETAPP INC $5,7340.00%56 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS INC $5,8060.00%13 00.0% — 不变
TT TRANE TECHNOLOGIES PLC $5,8350.00%14 14— $5,835 新建仓
OKE ONEOK INC NEW $6,0570.00%67 -69-50.7% -$6,238 减仓
FFIV F5 INC $6,0760.00%21 00.0% — 不变
ACN ACCENTURE PLC IRELAND $6,1470.00%31 00.0% — 不变
ANET ARISTA NETWORKS INC $6,2620.00%51 00.0% — 不变
CAG CONAGRA BRANDS INC $6,2880.00%400 00.0% — 不变
EMR EMERSON ELEC CO $6,2890.00%48 00.0% — 不变
WRB BERKLEY W R CORP $6,2970.00%95 -4-4.0% -$265 减仓
MTD METTLER TOLEDO INTERNATIONAL $6,3060.00%5 00.0% — 不变
APP APPLOVIN CORP $6,3680.00%16 323.1% $1,194 加仓
SPGI S&P GLOBAL INC $6,3810.00%15 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $6,3910.00%22 00.0% — 不变
COIN COINBASE GLOBAL INC $6,4610.00%37 1248.0% $2,095 加仓
CME CME GROUP INC $6,4980.00%22 422.2% $1,181 加仓
TRGP TARGA RES CORP $6,5190.00%26 00.0% — 不变
AMT AMERICAN TOWER CORP $6,5590.00%38 1672.7% $2,762 加仓
BKR BAKER HUGHES COMPANY $6,6550.00%109 00.0% — 不变
VTV VANGUARD INDEX FDS $6,6710.00%34 34— $6,671 新建仓
KMI KINDER MORGAN INC DEL $6,7060.00%200 -7-3.4% -$235 减仓
— WARNER BROS DISCOVERY INC $6,7560.00%246 -72-22.6% -$1,977 减仓
CI THE CIGNA GROUP $6,8950.00%26 28.3% $530 加仓
BKH BLACK HILLS CORP $6,9410.00%100 00.0% — 不变
VRSN VERISIGN INC $6,9550.00%28 27.7% $497 加仓
CMI CUMMINS INC $6,9950.00%13 00.0% — 不变
DG DOLLAR GEN CORP $7,0060.00%59 -5-7.8% -$594 减仓
— HONEYWELL INTL INC $7,0070.00%31 -42-57.5% -$9,493 减仓
PWR QUANTA SVCS INC $7,1380.00%13 00.0% — 不变
PH PARKER-HANNIFIN CORP $7,1620.00%8 233.3% $1,790 加仓
SBUX STARBUCKS CORP $7,1680.00%80 79.6% $627 加仓
EBAY EBAY INC. $7,1910.00%79 56.8% $455 加仓
NOW SERVICENOW INC $7,2140.00%69 -37-34.9% -$3,868 减仓
UBER UBER TECHNOLOGIES INC $7,3370.00%102 -124-54.9% -$8,919 减仓
— TIDAL TRUST II $7,5030.01%578 5610.7% $727 加仓
BLK BLACKROCK INC $7,6940.01%8 114.3% $962 加仓
APH AMPHENOL CORP $7,7230.01%61 61— $7,723 新建仓
SLB SLB LIMITED $7,7530.01%150 00.0% — 不变
EFA ISHARES TR $7,7710.01%80 80— $7,771 新建仓
JBND J P MORGAN EXCHANGE TRADED F $7,8560.01%146 00.0% — 不变
CRVL CORVEL CORP $7,8700.01%144 00.0% — 不变
— BITWISE XRP ETF $7,8760.01%524 524— $7,876 新建仓
DELL DELL TECHNOLOGIES INC $7,8790.01%48 00.0% — 不变
ADI ANALOG DEVICES INC $7,9540.01%25 00.0% — 不变
DEO DIAGEO PLC $8,0670.01%108 00.0% — 不变
CEF SPROTT ASSET MANAGEMENT LP $8,1130.01%170 00.0% — 不变
PFE PFIZER INC $8,1260.01%289 -536-65.0% -$1.51万 减仓
KR KROGER CO $8,1770.01%113 21.8% $145 加仓
BKNG BOOKING HOLDINGS INC $8,4210.01%2 00.0% — 不变
WELL WELLTOWER INC $8,5020.01%43 926.5% $1,779 加仓
NXPI NXP SEMICONDUCTORS N V $8,5090.01%43 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $8,5280.01%356 00.0% — 不变
DTM DT MIDSTREAM INC $8,6760.01%64 00.0% — 不变
WMB WILLIAMS COS INC $8,7340.01%120 00.0% — 不变
TXN TEXAS INSTRS INC $8,7370.01%45 45— $8,737 新建仓
DUK DUKE ENERGY CORP NEW $8,7730.01%67 1734.0% $2,226 加仓
BTX BLACKROCK TECH AND PRIVATE E $8,8440.01%1,340 1,340— $8,844 新建仓
TJX TJX COS INC NEW $8,9440.01%56 00.0% — 不变
CEG CONSTELLATION ENERGY CORP $9,2160.01%33 517.9% $1,396 加仓
ISRG INTUITIVE SURGICAL INC $9,2200.01%20 211.1% $922 加仓