Clark Wealth Partners
O'FALLON IL · SEC CIK 0002107657
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| GSK | GSK PLC | $2.52万 | 0.02% | 452 | 3 | 0.7% | $167 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2.52万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2.55万 | 0.02% | 35 | 1 | 2.9% | $729 | 加仓 |
| USFD | US FOODS HLDG CORP | $2.55万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $2.57万 | 0.02% | 315 | -110 | -25.9% | -$8,989 | 减仓 |
| SO | SOUTHERN CO | $2.58万 | 0.02% | 267 | 2 | 0.8% | $193 | 加仓 |
| NFLX | NETFLIX INC. | $2.60万 | 0.02% | 270 | -30 | -10.0% | -$2,885 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $2.60万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC | $2.63万 | 0.02% | 24 | 2 | 9.1% | $2,191 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.72万 | 0.02% | 132 | 5 | 3.9% | $1,029 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $2.73万 | 0.02% | 118 | 15 | 14.6% | $3,466 | 加仓 |
| HEFA | ISHARES TR | $2.76万 | 0.02% | 649 | -70,484 | -99.1% | -$299.53万 | 减仓 |
| EMXC | ISHARES INC | $2.83万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2.89万 | 0.02% | 197 | 14 | 7.7% | $2,055 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $2.93万 | 0.02% | 61 | -22 | -26.5% | -$1.06万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3.01万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.01万 | 0.02% | 183 | -4,583 | -96.2% | -$75.42万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $3.02万 | 0.02% | 1,330 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.03万 | 0.02% | 207 | 30 | 16.9% | $4,384 | 加仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3.06万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $3.13万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $3.13万 | 0.02% | 865 | -125 | -12.6% | -$4,528 | 减仓 |
| FIX | COMFORT SYS USA INC | $3.17万 | 0.02% | 23 | -7 | -23.3% | -$9,653 | 减仓 |
| RTX | RTX CORPORATION | $3.27万 | 0.02% | 170 | 3 | 1.8% | $577 | 加仓 |
| VLO | VALERO ENERGY CORP | $3.34万 | 0.02% | 135 | 91 | 206.8% | $2.25万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.40万 | 0.02% | 106 | 17 | 19.1% | $5,455 | 加仓 |
| O | REALTY INCOME CORP | $3.40万 | 0.02% | 556 | 512 | 1,163.6% | $3.13万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.42万 | 0.02% | 160 | -10 | -5.9% | -$2,139 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.44万 | 0.02% | 88 | 2 | 2.3% | $781 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $3.56万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $3.60万 | 0.02% | 109 | -18 | -14.2% | -$5,939 | 减仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $3.73万 | 0.03% | 3,260 | 3,260 | — | $3.73万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $3.75万 | 0.03% | 257 | 2 | 0.8% | $291 | 加仓 |
| VDC | VANGUARD WORLD FD | $3.80万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $3.80万 | 0.03% | 1,513 | 1,513 | — | $3.80万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $3.83万 | 0.03% | 939 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $3.88万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $3.93万 | 0.03% | 958 | 2 | 0.2% | $82 | 加仓 |
| MTUM | ISHARES TR | $3.94万 | 0.03% | 164 | -13 | -7.3% | -$3,120 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4.03万 | 0.03% | 279 | -11 | -3.8% | -$1,587 | 减仓 |
| CVX | CHEVRON CORPORATION | $4.07万 | 0.03% | 197 | 28 | 16.6% | $5,791 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.10万 | 0.03% | 82 | -66 | -44.6% | -$3.30万 | 减仓 |
| TPR | TAPESTRY INC | $4.11万 | 0.03% | 291 | 262 | 903.4% | $3.70万 | 加仓 |
| VFH | VANGUARD WORLD FD | $4.33万 | 0.03% | 358 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.35万 | 0.03% | 717 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $4.42万 | 0.03% | 181 | 165 | 1,031.2% | $4.03万 | 加仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $4.55万 | 0.03% | 4,114 | 4,114 | — | $4.55万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $4.62万 | 0.03% | 4,300 | 4,300 | — | $4.62万 | 新建仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.64万 | 0.03% | 858 | 42 | 5.1% | $2,270 | 加仓 |
| BA | BOEING CO | $4.65万 | 0.03% | 234 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $4.93万 | 0.03% | 172 | 1 | 0.6% | $287 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4.99万 | 0.03% | 486 | 41 | 9.2% | $4,210 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.06万 | 0.03% | 107 | 3 | 2.9% | $1,420 | 加仓 |
| SNOW | SNOWFLAKE INC | $5.17万 | 0.03% | 343 | 300 | 697.7% | $4.52万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $5.20万 | 0.03% | 553 | 1 | 0.2% | $94 | 加仓 |
| CSCO | CISCO SYS INC | $5.20万 | 0.03% | 670 | -122 | -15.4% | -$9,468 | 减仓 |
| DGRO | ISHARES TR | $5.22万 | 0.04% | 744 | 3 | 0.4% | $211 | 加仓 |
| IYW | ISHARES TR | $5.32万 | 0.04% | 293 | -18 | -5.8% | -$3,266 | 减仓 |
| TFLO | ISHARES TR | $5.38万 | 0.04% | 1,063 | 6 | 0.6% | $304 | 加仓 |
| VIS | VANGUARD WORLD FD | $5.43万 | 0.04% | 174 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $5.44万 | 0.04% | 171 | -6 | -3.4% | -$1,908 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $5.50万 | 0.04% | 559 | 8 | 1.5% | $787 | 加仓 |
| INTU | INTUIT | $5.57万 | 0.04% | 129 | -11 | -7.9% | -$4,747 | 减仓 |
| LADR | LADDER CAP CORP | $5.61万 | 0.04% | 5,613 | 5,613 | — | $5.61万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $5.62万 | 0.04% | 159 | 53 | 50.0% | $1.87万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $5.62万 | 0.04% | 748 | 0 | 0.0% | — | 不变 |
| EFG | ISHARES TR | $5.69万 | 0.04% | 511 | -29 | -5.4% | -$3,230 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5.99万 | 0.04% | 842 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $6.69万 | 0.04% | 337 | 38 | 12.7% | $7,540 | 加仓 |
| WMT | WALMART INC | $6.87万 | 0.05% | 552 | 1 | 0.2% | $125 | 加仓 |
| VCR | VANGUARD WORLD FD | $6.89万 | 0.05% | 192 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7.00万 | 0.05% | 2,830 | 0 | 0.0% | — | 不变 |
| QYLD | GLOBAL X FDS | $7.50万 | 0.05% | 4,373 | 4,373 | — | $7.50万 | 新建仓 |
| TSLA | TESLA INC | $7.55万 | 0.05% | 203 | 14 | 7.4% | $5,205 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7.60万 | 0.05% | 90 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $7.76万 | 0.05% | 2,678 | -268 | -9.1% | -$7,769 | 减仓 |
| IEMG | ISHARES INC | $7.97万 | 0.05% | 1,143 | -116 | -9.2% | -$8,091 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $8.35万 | 0.06% | 1,637 | 10 | 0.6% | $510 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $8.45万 | 0.06% | 287 | -2,454 | -89.5% | -$72.22万 | 减仓 |
| GOOG | ALPHABET INC | $8.46万 | 0.06% | 295 | -3 | -1.0% | -$861 | 减仓 |
| ITA | ISHARES TR | $8.69万 | 0.06% | 397 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $9.21万 | 0.06% | 2,503 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $9.64万 | 0.06% | 1,921 | 73 | 4.0% | $3,665 | 加仓 |
| V | VISA INC | $9.80万 | 0.07% | 324 | -67 | -17.1% | -$2.03万 | 减仓 |
| BIL | SPDR SERIES TRUST | $9.80万 | 0.07% | 1,070 | 6 | 0.6% | $550 | 加仓 |
| TECB | ISHARES TR | $10.06万 | 0.07% | 1,813 | -77 | -4.1% | -$4,273 | 减仓 |
| VGT | VANGUARD WORLD FD | $10.40万 | 0.07% | 149 | 0 | 0.0% | — | 不变 |
| AVUV | AMERICAN CENTY ETF TR | $10.59万 | 0.07% | 959 | 71 | 8.0% | $7,841 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $10.72万 | 0.07% | 967 | 152 | 18.7% | $1.68万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $10.74万 | 0.07% | 439 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $10.97万 | 0.07% | 194 | 3 | 1.6% | $1,697 | 加仓 |
| IVE | ISHARES TR | $11.93万 | 0.08% | 565 | -47 | -7.7% | -$9,924 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $12.21万 | 0.08% | 1,948 | 4 | 0.2% | $251 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $12.27万 | 0.08% | 1,914 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $13.21万 | 0.09% | 725 | 5 | 0.7% | $911 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $13.22万 | 0.09% | 2,272 | -172 | -7.0% | -$1.00万 | 减仓 |
| EFV | ISHARES TR | $14.07万 | 0.09% | 1,892 | -174 | -8.4% | -$1.29万 | 减仓 |
| IVLU | ISHARES TR | $15.12万 | 0.10% | 3,810 | -1,697 | -30.8% | -$6.73万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $16.21万 | 0.11% | 249 | 1 | 0.4% | $651 | 加仓 |
| QUAL | ISHARES TR | $16.34万 | 0.11% | 852 | -49 | -5.4% | -$9,399 | 减仓 |