Clark Wealth Partners
O'FALLON IL · SEC CIK 0002107657
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | $21.78万 | 0.12% | 7,401 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $29.28万 | 0.17% | 391 | 2 | 0.5% | $1,498 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $29.82万 | 0.17% | 1,195 | -180 | -13.1% | -$4.49万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $31.19万 | 0.18% | 8,960 | 32 | 0.4% | $1,114 | 加仓 |
| GOOGL | ALPHABET INC | $32.55万 | 0.18% | 911 | 202 | 28.5% | $7.22万 | 加仓 |
| CAT | CATERPILLAR INC | $35.52万 | 0.20% | 334 | 1 | 0.3% | $1,064 | 加仓 |
| ASML | ASML HLDG NV | $39.79万 | 0.22% | 200 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $42.34万 | 0.24% | 353 | 10 | 2.9% | $1.20万 | 加仓 |
| KO | COCA COLA CO | $46.01万 | 0.26% | 5,626 | -115 | -2.0% | -$9,406 | 减仓 |
| QQQ | INVESCO QQQ TR | $55.28万 | 0.31% | 750 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $61.63万 | 0.35% | 5,928 | -96 | -1.6% | -$9,980 | 减仓 |
| MRK | MERCK & CO INC | $66.24万 | 0.37% | 5,121 | -168 | -3.2% | -$2.17万 | 减仓 |
| META | META PLATFORMS INC | $67.17万 | 0.38% | 1,192 | 10 | 0.8% | $5,635 | 加仓 |
| MDT | MEDTRONIC PLC | $67.36万 | 0.38% | 8,533 | -195 | -2.2% | -$1.54万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $69.59万 | 0.39% | 1,013 | -8 | -0.8% | -$5,496 | 减仓 |
| LIN | LINDE PLC | $73.87万 | 0.42% | 1,423 | -20 | -1.4% | -$1.04万 | 减仓 |
| AEE | AMEREN CORP | $75.08万 | 0.42% | 6,642 | -78 | -1.2% | -$8,818 | 减仓 |
| NVDA | NVIDIA CORPORATION | $76.76万 | 0.43% | 3,836 | 117 | 3.1% | $2.34万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $76.87万 | 0.43% | 14,452 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $80.47万 | 0.45% | 12,265 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $81.09万 | 0.46% | 1,903 | -56 | -2.9% | -$2.39万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $81.71万 | 0.46% | 16,006 | 15,991 | 106,606.7% | $81.63万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $82.52万 | 0.47% | 1,620 | -21 | -1.3% | -$1.07万 | 减仓 |
| IVW | ISHARES TR | $84.48万 | 0.48% | 6,143 | -40 | -0.6% | -$5,501 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $86.12万 | 0.49% | 2,431 | -39 | -1.6% | -$1.38万 | 减仓 |
| VB | VANGUARD INDEX FDS | $90.69万 | 0.51% | 2,992 | 0 | 0.0% | — | 不变 |
| SNA | SNAP ON INC | $97.22万 | 0.55% | 2,416 | -45 | -1.8% | -$1.81万 | 减仓 |
| ABBV | ABBVIE INC | $102.07万 | 0.58% | 4,056 | -47 | -1.1% | -$1.18万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $103.03万 | 0.58% | 7,732 | 6,765 | 699.6% | $90.15万 | 加仓 |
| AMZN | AMAZON COM INC | $105.54万 | 0.60% | 4,428 | 1,777 | 67.0% | $42.35万 | 加仓 |
| MCD | MCDONALDS CORP | $111.89万 | 0.63% | 4,140 | -9 | -0.2% | -$2,432 | 减仓 |
| BAC | BANK OF AMER CORP | $116.47万 | 0.66% | 20,441 | -187 | -0.9% | -$1.07万 | 减仓 |
| GLD | SPDR GOLD TR | $120.68万 | 0.68% | 3,276 | -11 | -0.3% | -$4,052 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $121.03万 | 0.68% | 9,701 | 8,742 | 911.6% | $109.07万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $123.70万 | 0.70% | 4,399 | -199 | -4.3% | -$5.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $126.30万 | 0.71% | 2,524 | 70 | 2.9% | $3.50万 | 加仓 |
| MSFT | MICROSOFT CORP | $130.69万 | 0.74% | 3,504 | 1,968 | 128.1% | $73.40万 | 加仓 |
| AAPL | APPLE INC | $134.95万 | 0.76% | 4,664 | 178 | 4.0% | $5.15万 | 加仓 |
| AVGO | BROADCOM INC | $137.12万 | 0.77% | 3,630 | -60 | -1.6% | -$2.27万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $165.34万 | 0.93% | 52,140 | -82 | -0.2% | -$2,600 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $166.43万 | 0.94% | 45,560 | 4,464 | 10.9% | $16.31万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $257.95万 | 1.46% | 105,631 | 10,327 | 10.8% | $25.22万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $268.64万 | 1.52% | 52,727 | 47,173 | 849.4% | $240.35万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $307.34万 | 1.74% | 16,132 | 13,139 | 439.0% | $250.32万 | 加仓 |
| GRNY | TIDAL TRUST I | $488.71万 | 2.76% | 176,748 | 166,932 | 1,700.6% | $461.57万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $512.89万 | 2.90% | 90,809 | 7,871 | 9.5% | $44.46万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $751.94万 | 4.25% | 66,614 | -7,885 | -10.6% | -$89.01万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $827.94万 | 4.67% | 92,818 | -9,564 | -9.3% | -$85.31万 | 减仓 |
| PULS | PGIM ETF TR | $1,131.79万 | 6.39% | 227,663 | 16,860 | 8.0% | $83.82万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $1,441.89万 | 8.14% | 239,160 | -26,954 | -10.1% | -$162.51万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $1,441.94万 | 8.14% | 239,167 | 3,248 | 1.4% | $19.58万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1,680.15万 | 9.49% | 179,445 | -8,174 | -4.4% | -$76.53万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $2,011.05万 | 11.35% | 594,282 | 13,883 | 2.4% | $46.98万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,177.49万 | 12.29% | 71,872 | 362 | 0.5% | $10.97万 | 加仓 |