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 |
|---|---|---|---|---|---|---|---|---|
| COST | COSTCO WHOLESALE CORPORATION | $18.95万 | 0.13% | 190 | 9 | 5.0% | $8,978 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $18.98万 | 0.13% | 7,401 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $19.50万 | 0.13% | 1,333 | 79 | 6.3% | $1.16万 | 加仓 |
| GOOGL | ALPHABET INC | $20.38万 | 0.14% | 709 | -3,390 | -82.7% | -$97.43万 | 减仓 |
| — | EXXON MOBIL CORP | $22.11万 | 0.15% | 1,303 | -122 | -8.6% | -$2.07万 | 减仓 |
| GRNY | TIDAL TRUST I | $23.43万 | 0.16% | 9,816 | 1,072 | 12.3% | $2.56万 | 加仓 |
| CAT | CATERPILLAR INC | $23.62万 | 0.16% | 333 | 21 | 6.7% | $1.49万 | 加仓 |
| IVV | ISHARES TR | $25.41万 | 0.17% | 389 | 4 | 1.0% | $2,613 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $25.77万 | 0.17% | 5,554 | 483 | 9.5% | $2.24万 | 加仓 |
| ASML | ASML HLDG NV | $26.42万 | 0.18% | 200 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $27.10万 | 0.18% | 1,375 | -632 | -31.5% | -$12.46万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $27.23万 | 0.18% | 8,928 | 34 | 0.4% | $1,037 | 加仓 |
| LLY | ELI LILLY & CO | $31.55万 | 0.21% | 343 | -10 | -2.8% | -$9,198 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $39.77万 | 0.27% | 2,993 | 3 | 0.1% | $399 | 加仓 |
| QQQ | INVESCO QQQ TR | $43.28万 | 0.29% | 750 | 5 | 0.7% | $2,885 | 加仓 |
| KO | COCA COLA CO | $43.96万 | 0.30% | 5,741 | -5,202 | -47.5% | -$39.83万 | 减仓 |
| MUNI | PIMCO ETF TR | $50.13万 | 0.34% | 9,606 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $54.24万 | 0.36% | 27,813 | 9,458 | 51.5% | $18.44万 | 加仓 |
| AMZN | AMAZON COM INC | $55.21万 | 0.37% | 2,651 | -156 | -5.6% | -$3.25万 | 减仓 |
| MSFT | MICROSOFT CORP | $56.86万 | 0.38% | 1,536 | -117 | -7.1% | -$4.33万 | 减仓 |
| AIQ | GLOBAL X FDS | $57.24万 | 0.38% | 12,265 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $61.03万 | 0.41% | 1,021 | 22 | 2.2% | $1.31万 | 加仓 |
| MRK | MERCK & CO INC | $64.06万 | 0.43% | 5,289 | 491 | 10.2% | $5.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $64.87万 | 0.44% | 3,719 | -157 | -4.1% | -$2.74万 | 减仓 |
| META | META PLATFORMS INC | $67.64万 | 0.45% | 1,182 | 146 | 14.1% | $8.36万 | 加仓 |
| IVW | ISHARES TR | $69.94万 | 0.47% | 6,183 | -152 | -2.4% | -$1.72万 | 减仓 |
| ETN | EATON CORP PLC | $70.07万 | 0.47% | 1,959 | 420 | 27.3% | $15.02万 | 加仓 |
| LIN | LINDE PLC | $71.55万 | 0.48% | 1,443 | 1,432 | 13,018.2% | $71.00万 | 加仓 |
| AEE | AMEREN CORP | $73.86万 | 0.50% | 6,720 | 109 | 1.6% | $1.20万 | 加仓 |
| MDT | MEDTRONIC PLC | $76.24万 | 0.51% | 8,728 | 291 | 3.4% | $2.54万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $76.38万 | 0.51% | 14,452 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $78.36万 | 0.53% | 2,992 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $79.52万 | 0.53% | 6,024 | 5,962 | 9,616.1% | $78.70万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $84.79万 | 0.57% | 2,470 | 61 | 2.5% | $2.09万 | 加仓 |
| ABBV | ABBVIE INC | $89.24万 | 0.60% | 4,103 | 139 | 3.5% | $3.02万 | 加仓 |
| SNA | SNAP ON INC | $89.41万 | 0.60% | 2,461 | 47 | 1.9% | $1.71万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $99.19万 | 0.67% | 1,641 | -8 | -0.5% | -$4,836 | 减仓 |
| BAC | BANK AMERICA CORP | $100.56万 | 0.68% | 20,628 | 496 | 2.5% | $2.42万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $111.45万 | 0.75% | 4,598 | 22 | 0.5% | $5,333 | 加仓 |
| AAPL | APPLE INC | $113.86万 | 0.76% | 4,486 | -12 | -0.3% | -$3,046 | 减仓 |
| AVGO | BROADCOM INC | $114.20万 | 0.77% | 3,690 | 79 | 2.2% | $2.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $117.60万 | 0.79% | 2,454 | -16 | -0.6% | -$7,667 | 减仓 |
| MCD | MCDONALDS CORP | $128.96万 | 0.87% | 4,149 | -351 | -7.8% | -$10.91万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $138.78万 | 0.93% | 41,096 | -14,879 | -26.6% | -$50.25万 | 减仓 |
| GLD | SPDR GOLD TR | $141.46万 | 0.95% | 3,287 | -37 | -1.1% | -$1.59万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $160.22万 | 1.08% | 52,222 | -1,221 | -2.3% | -$3.75万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $230.43万 | 1.55% | 95,304 | 878 | 0.9% | $2.12万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $470.09万 | 3.16% | 82,938 | 3,740 | 4.7% | $21.20万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $770.09万 | 5.17% | 74,499 | -5,245 | -6.6% | -$54.22万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $868.61万 | 5.83% | 102,382 | 22,522 | 28.2% | $191.08万 | 加仓 |
| PULS | PGIM ETF TR | $1,047.24万 | 7.03% | 210,803 | 30,169 | 16.7% | $149.88万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,293.78万 | 8.69% | 235,919 | -34,232 | -12.7% | -$187.73万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,426.28万 | 9.58% | 187,619 | -33,191 | -15.0% | -$252.32万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,470.01万 | 9.87% | 266,114 | -32,470 | -10.9% | -$179.36万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,690.70万 | 11.36% | 580,399 | -32,602 | -5.3% | -$94.97万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,699.21万 | 11.41% | 71,510 | -7,503 | -9.5% | -$178.29万 | 减仓 |