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
MO ALTRIA GROUP INC $9,2480.01%137 -538-79.7% -$3.63万 减仓
FCX FREEPORT MCMORAN INC $9,2620.01%158 10.6% $59 加仓
BLV VANGUARD BD INDEX FDS $9,4230.01%137 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $9,4380.01%72 -11-13.3% -$1,442 减仓
AMGN AMGEN INC $9,5000.01%27 00.0% — 不变
BIV VANGUARD BD INDEX FDS $9,7250.01%126 00.0% — 不变
WAB WABTEC $9,7470.01%39 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $9,7650.01%21 21— $9,765 新建仓
CB CHUBB LTD SWITZ $9,8020.01%30 1157.9% $3,594 加仓
MNST MONSTER BEVERAGE CORP NEW $9,9280.01%137 -4-2.8% -$290 减仓
CRM SALESFORCE INC $1.01万0.01%54 -25-31.6% -$4,667 减仓
IDXX IDEXX LABS INC $1.01万0.01%18 -12-40.0% -$6,743 减仓
VMBS VANGUARD SCOTTSDALE FDS $1.01万0.01%216 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $1.02万0.01%30 00.0% — 不变
KLAC KLA CORP $1.03万0.01%7 00.0% — 不变
FDX FEDEX CORP $1.04万0.01%29 00.0% — 不变
BNY BANK NEW YORK MELLON CORP $1.08万0.01%91 00.0% — 不变
LOW LOWES COS INC $1.09万0.01%46 00.0% — 不变
IYM ISHARES TR $1.11万0.01%63 00.0% — 不变
COF CAPITAL ONE FINL CORP $1.12万0.01%61 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $1.13万0.01%33 00.0% — 不变
INTC INTEL CORP $1.13万0.01%256 156.2% $662 加仓
NOC NORTHROP GRUMMAN CORP $1.16万0.01%17 00.0% — 不变
DIS DISNEY WALT CO $1.17万0.01%122 -87-41.6% -$8,376 减仓
SHEL SHELL PLC $1.19万0.01%128 10.8% $93 加仓
OZK BANK OZK LITTLE ROCK ARK $1.20万0.01%261 00.0% — 不变
PANW PALO ALTO NETWORKS INC $1.22万0.01%76 39105.4% $6,253 加仓
PLD PROLOGIS INC. $1.25万0.01%95 00.0% — 不变
APG API GROUP CORP $1.26万0.01%311 311— $1.26万 新建仓
XEXGX EATON VANCE TAX-MANAGED GLOB $1.30万0.01%1,500 1,500— $1.30万 新建仓
HLNE HAMILTON LANE INC $1.30万0.01%130 00.0% — 不变
ESI ELEMENT SOLUTIONS INC $1.36万0.01%399 399— $1.36万 新建仓
LECO LINCOLN ELEC HLDGS INC $1.39万0.01%56 00.0% — 不变
TBLD THORNBURG INCM BUILDER OPP T $1.40万0.01%660 660— $1.40万 新建仓
IYF ISHARES TR $1.49万0.01%127 127— $1.49万 新建仓
ADUS ADDUS HOMECARE CORP $1.50万0.01%160 00.0% — 不变
TGT TARGET CORP $1.50万0.01%124 10.8% $121 加仓
AMAT APPLIED MATLS INC $1.50万0.01%44 44— $1.50万 新建仓
DAR DARLING INGREDIENTS INC $1.52万0.01%245 00.0% — 不变
RLI RLI CORP $1.52万0.01%266 00.0% — 不变
BAI BLACKROCK ETF TRUST $1.52万0.01%461 -74-13.8% -$2,438 减仓
— EA SERIES TRUST $1.54万0.01%479 -110-18.7% -$3,536 减仓
PEP PEPSICO INC $1.56万0.01%101 -2-1.9% -$310 减仓
CWST CASELLA WASTE SYS INC $1.57万0.01%198 198— $1.57万 新建仓
— TOPBUILD COR $1.58万0.01%45 -18-28.6% -$6,324 减仓
UNH UNITEDHEALTH GROUP INC $1.60万0.01%59 36156.5% $9,741 加仓
NEM NEWMONT CORP $1.61万0.01%149 -11-6.9% -$1,191 减仓
GILD GILEAD SCIENCES INC $1.62万0.01%116 43.6% $557 加仓
OMF ONEMAIN HLDGS INC $1.62万0.01%303 -158-34.3% -$8,452 减仓
NEE NEXTERA ENERGY INC $1.65万0.01%177 00.0% — 不变
HEI/A HEICO CORP NEW $1.65万0.01%78 00.0% — 不变
F FORD MTR CO $1.68万0.01%1,453 -160-9.9% -$1,847 减仓
CACI CACI INTL INC $1.69万0.01%31 31— $1.69万 新建仓
CIGI COLLIERS INTL GROUP INC $1.69万0.01%158 00.0% — 不变
SLYV SPDR SERIES TRUST $1.70万0.01%179 00.0% — 不变
QCOM QUALCOMM INC $1.70万0.01%132 -4,368-97.1% -$56.22万 减仓
GE GE AEROSPACE $1.73万0.01%61 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $1.74万0.01%243 00.0% — 不变
FSV FIRSTSERVICE CORP NEW $1.77万0.01%127 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $1.77万0.01%36 -15-29.4% -$7,381 减仓
ORLY OREILLY AUTOMOTIVE INC $1.77万0.01%192 -3-1.5% -$277 减仓
PATK PATRICK INDS INC $1.81万0.01%163 00.0% — 不变
OSIS OSI SYSTEMS INC $1.83万0.01%69 69— $1.83万 新建仓
CHRW C H ROBINSON WORLDWIDE IN $1.85万0.01%111 1051,750.0% $1.75万 加仓
PM PHILIP MORRIS INTL INC $1.87万0.01%112 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $1.89万0.01%93 3355.0% $6,713 加仓
UNP UNION PAC CORP $1.90万0.01%78 2034.5% $4,868 加仓
FRDM EA SERIES TRUST $1.90万0.01%347 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $1.93万0.01%265 2481,458.8% $1.81万 加仓
BSV VANGUARD BD INDEX FDS $1.96万0.01%250 00.0% — 不变
EDIV SPDR INDEX SHS FDS $1.96万0.01%497 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $1.98万0.01%413 00.0% — 不变
FN FABRINET $2.03万0.01%39 -16-29.1% -$8,345 减仓
FERG FERGUSON ENTERPRISES INC $2.04万0.01%87 00.0% — 不变
C CITIGROUP INC $2.06万0.01%182 1710.3% $1,926 加仓
RIVN RIVIAN AUTOMOTIVE INC $2.09万0.01%1,386 00.0% — 不变
VRT VERTIV HOLDINGS CO $2.10万0.01%84 1521.7% $3,759 加仓
WWD WOODWARD INC $2.11万0.01%59 00.0% — 不变
DHI D R HORTON INC $2.15万0.01%157 -14-8.2% -$1,921 减仓
ATO ATMOS ENERGY CORP $2.16万0.01%117 1110.4% $2,033 加仓
FSS FEDERAL SIGNAL CORP $2.16万0.01%200 00.0% — 不变
GEV GE VERNOVA INC $2.18万0.01%25 00.0% — 不变
MU MICRON TECHNOLOGY INC $2.20万0.01%65 1018.2% $3,380 加仓
VUG VANGUARD INDEX FDS $2.23万0.01%51 1437.8% $6,115 加仓
ULS UL SOLUTIONS INC $2.25万0.02%262 00.0% — 不变
AX AXOS FINANCIAL INC $2.25万0.02%264 4721.7% $3,999 加仓
VOX VANGUARD WORLD FD $2.28万0.02%127 00.0% — 不变
VDE VANGUARD WORLD FD $2.31万0.02%134 10.8% $172 加仓
XLU SELECT SECTOR SPDR TR $2.34万0.02%510 00.0% — 不变
CTAS CINTAS CORP $2.35万0.02%139 1713.9% $2,875 加仓
DTE DTE ENERGY CO $2.36万0.02%160 31.9% $442 加仓
FTI TECHNIPFMC PLC $2.36万0.02%341 341— $2.36万 新建仓
MUSA MURPHY USA INC $2.37万0.02%48 00.0% — 不变
CGMU CAPITAL GRP FIXED INCM ETF T $2.39万0.02%881 -887-50.2% -$2.41万 减仓
TSCO TRACTOR SUPPLY CO $2.42万0.02%535 50.9% $226 加仓
SLV ISHARES SILVER TR $2.45万0.02%360 00.0% — 不变
XLI SELECT SECTOR SPDR TR $2.46万0.02%152 00.0% — 不变
WFC WELLS FARGO & CO $2.46万0.02%309 10.3% $80 加仓
AME AMETEK INC $2.49万0.02%116 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $2.49万0.02%82 00.0% — 不变