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
IDEV ISHARES TR $2.85万0.02%320 320— $2.85万 新建仓
GEV GE VERNOVA INC $2.94万0.02%25 00.0% — 不变
INTU INTUIT $2.94万0.02%113 -16-12.4% -$4,167 减仓
ORCL ORACLE CORP $2.94万0.02%201 42.0% $586 加仓
BTT BLACKROCK MUN TARGET TERM TR $3.03万0.02%1,330 00.0% — 不变
VXF VANGUARD INDEX FDS $3.13万0.02%127 -5-3.8% -$1,231 减仓
HWM HOWMET AEROSPACE INC $3.18万0.02%118 00.0% — 不变
RTX RTX CORPORATION $3.18万0.02%168 -2-1.2% -$379 减仓
HD HOME DEPOT INC $3.26万0.02%92 -17-15.6% -$6,018 减仓
PM PHILIP MORRIS INTL INC $3.31万0.02%181 6961.6% $1.26万 加仓
AMAT APPLIED MATLS INC $3.33万0.02%46 24.5% $1,446 加仓
HCA HCA HEALTHCARE INC $3.35万0.02%86 -21-19.6% -$8,188 减仓
ABT ABBOTT LABORATORIES $3.43万0.02%378 -108-22.2% -$9,800 减仓
ENB ENBRIDGE INC $3.48万0.02%642 642— $3.48万 新建仓
VO VANGUARD INDEX FDS $3.52万0.02%436 00.0% — 不变
EMXC ISHARES INC $3.68万0.02%360 00.0% — 不变
THRO BLACKROCK ETF TRUST $3.73万0.02%865 00.0% — 不变
VDC VANGUARD WORLD FD $3.81万0.02%169 00.0% — 不变
SPYV SPDR SERIES TRUST $3.83万0.02%630 630— $3.83万 新建仓
XLV SELECT SECTOR SPDR TR $3.86万0.02%243 00.0% — 不变
MS MORGAN STANLEY $3.88万0.02%185 21.1% $419 加仓
VTI VANGUARD INDEX FDS $3.92万0.02%106 00.0% — 不变
SDY SPDR SERIES TRUST $3.93万0.02%258 10.4% $152 加仓
VCTR VICTORY CAP HLDGS INC DEL $3.93万0.02%468 00.0% — 不变
URI UNITED RENTALS INC $3.97万0.02%35 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $4.01万0.02%3,260 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $4.13万0.02%717 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $4.13万0.02%939 00.0% — 不变
INTC INTEL CORP $4.13万0.02%296 4015.6% $5,588 加仓
SPYG SPDR SERIES TRUST $4.15万0.02%349 349— $4.15万 新建仓
SLYV SPDR SERIES TRUST $4.18万0.02%383 204114.0% $2.23万 加仓
MA MASTERCARD INCORPORATED $4.21万0.02%82 00.0% — 不变
CAIE CALAMOS ETF TR $4.27万0.02%1,568 553.6% $1,496 加仓
CSX CSX CORP $4.56万0.03%959 10.1% $48 加仓
PG PROCTER & GAMBLE CO $4.70万0.03%321 4215.1% $6,153 加仓
VFH VANGUARD WORLD FD $4.71万0.03%358 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $4.87万0.03%816 -42-4.9% -$2,507 减仓
— ABRDN GLOBAL PREMIER PPTYS F $4.87万0.03%4,114 00.0% — 不变
BA BOEING CO $5.06万0.03%234 00.0% — 不变
SCHW SCHWAB CHARLES CORP $5.09万0.03%552 -1-0.2% -$92 减仓
ROP ROPER TECHNOLOGIES INC $5.11万0.03%151 -8-5.0% -$2,709 减仓
PLD PROLOGIS INC. $5.24万0.03%387 292307.4% $3.95万 加仓
O REALTY INCOME CORP $5.26万0.03%849 29352.7% $1.82万 加仓
TFLO ISHARES TR $5.43万0.03%1,073 100.9% $506 加仓
T AT&T INC $5.45万0.03%2,632 -46-1.7% -$952 减仓
NSC NORFOLK SOUTHN CORP $5.52万0.03%176 42.3% $1,255 加仓
MTUM ISHARES TR $5.62万0.03%164 00.0% — 不变
DGRO ISHARES TR $5.67万0.03%748 40.5% $303 加仓
LADR LADDER CAP CORP $5.71万0.03%5,613 00.0% — 不变
CHI CALAMOS CONV OPPORTUNITIES & $5.78万0.03%4,300 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $5.93万0.03%102 99.7% $5,228 加仓
CVX CHEVRON CORPORATION $6.01万0.03%363 16684.3% $2.75万 加仓
LRCX LAM RESEARCH CORP $6.07万0.03%140 -20-12.5% -$8,672 减仓
UPS UNITED PARCEL SVCS INC $6.09万0.03%567 81.4% $859 加仓
FTNT FORTINET INC $6.19万0.03%403 8827.9% $1.35万 加仓
VEU VANGUARD INTL EQUITY INDEX F $6.26万0.04%748 00.0% — 不变
VIS VANGUARD WORLD FD $6.27万0.04%174 00.0% — 不变
EFG ISHARES TR $6.27万0.04%504 -7-1.4% -$871 减仓
OEF ISHARES TR $6.62万0.04%181 105.8% $3,659 加仓
SMH VANECK ETF TRUST $6.65万0.04%101 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $6.72万0.04%88 00.0% — 不变
CSCO CISCO SYS INC $6.76万0.04%576 -94-14.0% -$1.10万 减仓
— DIMENSIONAL ETF TRUST $6.93万0.04%842 00.0% — 不变
PGR PROGRESSIVE CORP $7.24万0.04%331 -6-1.8% -$1,312 减仓
IYW ISHARES TR $7.39万0.04%293 00.0% — 不变
VCR VANGUARD WORLD FD $7.62万0.04%192 00.0% — 不变
SCHF SCHWAB STRATEGIC TR $7.84万0.04%2,830 00.0% — 不变
BITB BITWISE BITCOIN ETF TR $7.97万0.05%2,503 00.0% — 不变
VZ VERIZON COMMUNICATIONS INC $7.98万0.05%1,884 -37-1.9% -$1,566 减仓
QYLD GLOBAL X FDS $8.06万0.05%4,373 00.0% — 不变
TSLA TESLA INC $8.37万0.05%199 -4-2.0% -$1,682 减仓
JMST J P MORGAN EXCHANGE TRADED F $8.40万0.05%1,648 110.7% $561 加仓
MU MICRON TECHNOLOGY INC $8.66万0.05%75 1015.4% $1.15万 加仓
SNOW SNOWFLAKE INC $8.73万0.05%343 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $9.29万0.05%92 22.2% $2,020 加仓
IEMG ISHARES INC $9.47万0.05%1,143 00.0% — 不变
ITA ISHARES TR $9.64万0.05%398 10.3% $242 加仓
BIL SPDR SERIES TRUST $9.89万0.06%1,079 90.8% $825 加仓
GOOG ALPHABET INC $10.43万0.06%295 00.0% — 不变
V VISA INC $10.90万0.06%318 -6-1.9% -$2,057 减仓
NEE NEXTERA ENERGY INC $10.96万0.06%1,248 1,071605.1% $9.40万 加仓
JNJ JOHNSON & JOHNSON $11.28万0.06%444 51.1% $1,270 加仓
ATO ATMOS ENERGY CORP $11.31万0.06%657 540461.5% $9.30万 加仓
JPM JPMORGAN CHASE & CO $12.02万0.07%367 8027.9% $2.62万 加仓
PSX PHILLIPS 66 $12.34万0.07%730 50.7% $846 加仓
DE DEERE & CO $12.38万0.07%195 10.5% $635 加仓
IVE ISHARES TR $12.83万0.07%565 00.0% — 不变
TECB ISHARES TR $13.02万0.07%1,815 20.1% $143 加仓
WMT WALMART INC $13.10万0.07%1,156 604109.4% $6.84万 加仓
VEA VANGUARD TAX-MANAGED FDS $13.64万0.08%1,914 00.0% — 不变
VGT VANGUARD WORLD FD $14.25万0.08%1,192 00.0% — 不变
IVLU ISHARES TR $14.44万0.08%3,452 -358-9.4% -$1.50万 减仓
EFV ISHARES TR $14.48万0.08%1,892 00.0% — 不变
PLTR PALANTIR TECHNOLOGIES INC $15.40万0.09%1,320 -13-1.0% -$1,517 减仓
DYNF BLACKROCK ETF TRUST $15.45万0.09%2,272 00.0% — 不变
CIBR FIRST TR EXCHANGE-TRADED FD $17.52万0.10%1,949 10.1% $90 加仓
— EXXON MOBIL CORP $17.80万0.10%1,302 -1-0.1% -$137 减仓
COST COSTCO WHOLESALE CORPORATION $17.81万0.10%190 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $18.61万0.11%249 00.0% — 不变
QUAL ISHARES TR $18.70万0.11%852 00.0% — 不变