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
XOVR ENTREPRENEURSHARES SERIES TR $7,4940.00%356 356— $7,494 新建仓
CBRS CEREBRAS SYSTEMS INC $7,5140.00%34 34— $7,514 新建仓
BLK BLACKROCK INC $7,6930.00%8 00.0% — 不变
AVEX AEVEX CORP $7,8130.00%374 374— $7,813 新建仓
CB CHUBB LIMITED $8,2030.00%24 -6-20.0% -$2,051 减仓
EFA ISHARES TR $8,3110.00%80 00.0% — 不变
CVS CVS HEALTH CORP $8,3800.00%81 1726.6% $1,759 加仓
DUK DUKE ENERGY CORP NEW $8,4810.00%67 00.0% — 不变
EMR EMERSON ELEC CO $8,5890.00%60 1225.0% $1,718 加仓
NTAP NETAPP INC $8,6670.00%56 00.0% — 不变
DEO DIAGEO PLC $8,7090.00%108 00.0% — 不变
FFIV F5 INC $8,7360.00%21 00.0% — 不变
APP APPLOVIN CORP $8,7590.00%17 16.2% $515 加仓
AXP AMERICAN EXPRESS CO $8,7950.00%26 252,500.0% $8,457 重新持有
EBAY EBAY INC. $8,8290.00%79 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $8,8640.01%36 20125.0% $4,924 加仓
WMB WILLIAMS COS INC $8,9210.01%120 00.0% — 不变
FDX FEDEX CORP $9,1170.01%29 00.0% — 不变
CMI CUMMINS INC $9,2720.01%13 00.0% — 不变
TDY TELEDYNE TECHNOLOGIES INC $9,3370.01%14 10250.0% $6,669 加仓
ANET ARISTA NETWORKS INC $9,3440.01%55 47.8% $680 加仓
PWR QUANTA SVCS INC $9,3610.01%13 00.0% — 不变
BLV VANGUARD BD INDEX FDS $9,4440.01%137 00.0% — 不变
DTM DT MIDSTREAM INC $9,4480.01%64 00.0% — 不变
BIV VANGUARD BD INDEX FDS $9,6650.01%126 00.0% — 不变
TJX TJX COS INC NEW $9,6960.01%64 814.3% $1,212 加仓
AEP AMERICAN ELEC PWR CO INC $9,8510.01%72 00.0% — 不变
FCX FREEPORT MCMORAN INC $9,9240.01%158 00.0% — 不变
GLW CORNING INC $9,9620.01%39 00.0% — 不变
MO ALTRIA GROUP INC $1.00万0.01%137 00.0% — 不变
SHEL SHELL PLC $1.00万0.01%129 10.8% $78 加仓
VMBS VANGUARD SCOTTSDALE FDS $1.01万0.01%216 00.0% — 不变
LOW LOWES COS INC $1.01万0.01%46 00.0% — 不变
WELL WELLTOWER INC $1.02万0.01%45 24.7% $454 加仓
ADI ANALOG DEVICES INC $1.03万0.01%26 14.0% $397 加仓
WAB WABTEC $1.05万0.01%39 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $1.07万0.01%38 -5-11.6% -$1,410 减仓
DIA STATE STR SPDR DOW JONES IND $1.11万0.01%21 00.0% — 不变
AMGN AMGEN INC $1.12万0.01%31 414.8% $1,449 加仓
CIEN CIENA CORP $1.13万0.01%23 14155.6% $6,868 加仓
IYM ISHARES TR $1.13万0.01%63 00.0% — 不变
WDC WESTERN DIGITAL CORP $1.15万0.01%18 15.9% $639 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $1.16万0.01%12 19.1% $966 加仓
BTX BLACKROCK TECH AND PRIVATE E $1.21万0.01%1,340 00.0% — 不变
VLO VALERO ENERGY CORP $1.22万0.01%47 -88-65.2% -$2.29万 减仓
MNST MONSTER BEVERAGE CORP NEW $1.24万0.01%129 -8-5.8% -$769 减仓
PEP PEPSICO INC $1.28万0.01%95 -6-5.9% -$811 减仓
SPCX SPACE EXPLORATION TECHN CORP $1.32万0.01%77 77— $1.32万 新建仓
BNY BANK OF NY MELLON CORP $1.32万0.01%91 00.0% — 不变
DAR DARLING INGREDIENTS INC $1.34万0.01%245 00.0% — 不变
OZK BANK OZK LITTLE ROCK ARK $1.36万0.01%261 00.0% — 不变
HPE HEWLETT PACKARD ENTERPRISE C $1.37万0.01%302 -54-15.2% -$2,444 减仓
COF CAPITAL ONE FINL CORP $1.39万0.01%69 813.1% $1,611 加仓
GILD GILEAD SCIENCES INC $1.39万0.01%110 -6-5.2% -$758 减仓
NEM NEWMONT CORP $1.39万0.01%149 00.0% — 不变
CRDO CREDO TECHNOLOGY GROUP HOLDI $1.41万0.01%52 52— $1.41万 新建仓
TXN TEXAS INSTRS INC $1.43万0.01%48 36.7% $894 加仓
TBLD THORNBURG INCM BUILDER OPP T $1.46万0.01%660 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $1.47万0.01%1,500 00.0% — 不变
LECO LINCOLN ELEC HLDGS INC $1.49万0.01%56 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1.52万0.01%165 -27-14.1% -$2,486 减仓
TGT TARGET CORP $1.62万0.01%124 00.0% — 不变
NFLX NETFLIX INC. $1.66万0.01%233 -37-13.7% -$2,642 减仓
TSCO TRACTOR SUPPLY CO $1.70万0.01%537 20.4% $63 加仓
CGMU CAPITAL GRP FIXED INCM ETF T $1.75万0.01%637 -244-27.7% -$6,703 减仓
SPMD SPDR SERIES TRUST $1.80万0.01%267 267— $1.80万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $1.81万0.01%36 00.0% — 不变
SNDK SANDISK CORP $1.82万0.01%8 00.0% — 不变
SLV ISHARES SILVER TR $1.93万0.01%360 00.0% — 不变
BSV VANGUARD BD INDEX FDS $1.95万0.01%250 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $2.00万0.01%413 00.0% — 不变
VDE VANGUARD WORLD FD $2.02万0.01%134 00.0% — 不变
EDIV SPDR INDEX SHS FDS $2.04万0.01%497 00.0% — 不变
DIS DISNEY WALT CO $2.04万0.01%210 8872.1% $8,530 加仓
F FORD MTR CO $2.04万0.01%1,465 120.8% $167 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $2.06万0.01%43 1343.3% $6,221 加仓
DELL DELL TECHNOLOGIES INC $2.16万0.01%50 24.2% $863 加仓
WM WASTE MGMT INC DEL $2.18万0.01%98 77366.7% $1.72万 加仓
FN FABRINET $2.19万0.01%39 00.0% — 不变
XLU SELECT SECTOR SPDR TR $2.31万0.01%510 00.0% — 不变
VOX VANGUARD WORLD FD $2.34万0.01%127 00.0% — 不变
KLAC KLA CORP $2.38万0.01%79 912.9% $2,715 加仓
RIVN RIVIAN AUTOMOTIVE INC $2.40万0.01%1,386 00.0% — 不变
GSK GSK PLC $2.41万0.01%456 40.9% $212 加仓
BAI BLACKROCK ETF TRUST $2.43万0.01%461 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2.45万0.01%59 00.0% — 不变
DTE DTE ENERGY CO $2.46万0.01%160 00.0% — 不变
HEFA ISHARES TR $2.46万0.01%524 -125-19.3% -$5,866 减仓
GE GE AEROSPACE $2.50万0.01%67 69.8% $2,242 加仓
QCOM QUALCOMM INC $2.54万0.01%137 53.8% $926 加仓
C CITIGROUP INC $2.54万0.01%182 00.0% — 不变
FRDM EA SERIES TRUST $2.55万0.01%348 10.3% $73 加仓
PANW PALO ALTO NETWORKS INC $2.59万0.01%76 00.0% — 不变
VUG VANGUARD INDEX FDS $2.64万0.01%306 00.0% — 不变
WFC WELLS FARGO & CO $2.66万0.02%322 134.2% $1,073 加仓
SO SOUTHERN CO $2.68万0.02%280 134.9% $1,244 加仓
UNP UNION PAC CORP $2.70万0.02%99 2126.9% $5,727 加仓
AME AMETEK INC $2.81万0.02%116 00.0% — 不变
LPLA LPL FINL HLDGS INC $2.82万0.02%100 00.0% — 不变
XLI SELECT SECTOR SPDR TR $2.82万0.02%152 00.0% — 不变