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 |
|---|---|---|---|---|---|---|---|---|
| CSCO | CISCO SYS INC | $5.20万 | 0.03% | 670 | -122 | -15.4% | -$9,468 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $5.20万 | 0.03% | 553 | 1 | 0.2% | $94 | 加仓 |
| SNOW | SNOWFLAKE INC | $5.17万 | 0.03% | 343 | 300 | 697.7% | $4.52万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $5.06万 | 0.03% | 107 | 3 | 2.9% | $1,420 | 加仓 |
| ABT | ABBOTT LABORATORIES | $4.99万 | 0.03% | 486 | 41 | 9.2% | $4,210 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $4.93万 | 0.03% | 172 | 1 | 0.6% | $287 | 加仓 |
| BA | BOEING CO | $4.65万 | 0.03% | 234 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4.64万 | 0.03% | 858 | 42 | 5.1% | $2,270 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $4.62万 | 0.03% | 4,300 | 4,300 | — | $4.62万 | 新建仓 |
| — | ABRDN GLOBAL PREMIER PPTYS F | $4.55万 | 0.03% | 4,114 | 4,114 | — | $4.55万 | 新建仓 |
| MPC | MARATHON PETE CORP | $4.42万 | 0.03% | 181 | 165 | 1,031.2% | $4.03万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.35万 | 0.03% | 717 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $4.33万 | 0.03% | 358 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $4.11万 | 0.03% | 291 | 262 | 903.4% | $3.70万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4.10万 | 0.03% | 82 | -66 | -44.6% | -$3.30万 | 减仓 |
| CVX | CHEVRON CORPORATION | $4.07万 | 0.03% | 197 | 28 | 16.6% | $5,791 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4.03万 | 0.03% | 279 | -11 | -3.8% | -$1,587 | 减仓 |
| MTUM | ISHARES TR | $3.94万 | 0.03% | 164 | -13 | -7.3% | -$3,120 | 减仓 |
| CSX | CSX CORP | $3.93万 | 0.03% | 958 | 2 | 0.2% | $82 | 加仓 |
| SMH | VANECK ETF TRUST | $3.88万 | 0.03% | 101 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $3.83万 | 0.03% | 939 | 0 | 0.0% | — | 不变 |
| CAIE | CALAMOS ETF TR | $3.80万 | 0.03% | 1,513 | 1,513 | — | $3.80万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $3.80万 | 0.03% | 169 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $3.75万 | 0.03% | 257 | 2 | 0.8% | $291 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $3.73万 | 0.03% | 3,260 | 3,260 | — | $3.73万 | 新建仓 |
| HD | HOME DEPOT INC | $3.60万 | 0.02% | 109 | -18 | -14.2% | -$5,939 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $3.56万 | 0.02% | 243 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $3.44万 | 0.02% | 88 | 2 | 2.3% | $781 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3.42万 | 0.02% | 160 | -10 | -5.9% | -$2,139 | 减仓 |
| O | REALTY INCOME CORP | $3.40万 | 0.02% | 556 | 512 | 1,163.6% | $3.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.40万 | 0.02% | 106 | 17 | 19.1% | $5,455 | 加仓 |
| VLO | VALERO ENERGY CORP | $3.34万 | 0.02% | 135 | 91 | 206.8% | $2.25万 | 加仓 |
| RTX | RTX CORPORATION | $3.27万 | 0.02% | 170 | 3 | 1.8% | $577 | 加仓 |
| FIX | COMFORT SYS USA INC | $3.17万 | 0.02% | 23 | -7 | -23.3% | -$9,653 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $3.13万 | 0.02% | 865 | -125 | -12.6% | -$4,528 | 减仓 |
| VO | VANGUARD INDEX FDS | $3.13万 | 0.02% | 109 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $3.06万 | 0.02% | 468 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC | $3.03万 | 0.02% | 207 | 30 | 16.9% | $4,384 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $3.02万 | 0.02% | 1,330 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $3.01万 | 0.02% | 183 | -4,583 | -96.2% | -$75.42万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $3.01万 | 0.02% | 100 | 0 | 0.0% | — | 不变 |
| MEDP | MEDPACE HLDGS INC | $2.93万 | 0.02% | 61 | -22 | -26.5% | -$1.06万 | 减仓 |
| ORCL | ORACLE CORP | $2.89万 | 0.02% | 197 | 14 | 7.7% | $2,055 | 加仓 |
| EMXC | ISHARES INC | $2.83万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $2.76万 | 0.02% | 649 | -70,484 | -99.1% | -$299.53万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $2.73万 | 0.02% | 118 | 15 | 14.6% | $3,466 | 加仓 |
| VXF | VANGUARD INDEX FDS | $2.72万 | 0.02% | 132 | 5 | 3.9% | $1,029 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.63万 | 0.02% | 24 | 2 | 9.1% | $2,191 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $2.60万 | 0.02% | 181 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $2.60万 | 0.02% | 270 | -30 | -10.0% | -$2,885 | 减仓 |
| SO | SOUTHERN CO | $2.58万 | 0.02% | 267 | 2 | 0.8% | $193 | 加仓 |
| FTNT | FORTINET INC | $2.57万 | 0.02% | 315 | -110 | -25.9% | -$8,989 | 减仓 |
| USFD | US FOODS HLDG CORP | $2.55万 | 0.02% | 277 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $2.55万 | 0.02% | 35 | 1 | 2.9% | $729 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $2.52万 | 0.02% | 341 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $2.52万 | 0.02% | 452 | 3 | 0.7% | $167 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2.49万 | 0.02% | 82 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $2.49万 | 0.02% | 116 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $2.46万 | 0.02% | 309 | 1 | 0.3% | $80 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2.46万 | 0.02% | 152 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $2.45万 | 0.02% | 360 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $2.42万 | 0.02% | 535 | 5 | 0.9% | $226 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2.39万 | 0.02% | 881 | -887 | -50.2% | -$2.41万 | 减仓 |
| MUSA | MURPHY USA INC | $2.37万 | 0.02% | 48 | 0 | 0.0% | — | 不变 |
| FTI | TECHNIPFMC PLC | $2.36万 | 0.02% | 341 | 341 | — | $2.36万 | 新建仓 |
| DTE | DTE ENERGY CO | $2.36万 | 0.02% | 160 | 3 | 1.9% | $442 | 加仓 |
| CTAS | CINTAS CORP | $2.35万 | 0.02% | 139 | 17 | 13.9% | $2,875 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2.34万 | 0.02% | 510 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $2.31万 | 0.02% | 134 | 1 | 0.8% | $172 | 加仓 |
| VOX | VANGUARD WORLD FD | $2.28万 | 0.02% | 127 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $2.25万 | 0.02% | 264 | 47 | 21.7% | $3,999 | 加仓 |
| ULS | UL SOLUTIONS INC | $2.25万 | 0.02% | 262 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $2.23万 | 0.01% | 51 | 14 | 37.8% | $6,115 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.20万 | 0.01% | 65 | 10 | 18.2% | $3,380 | 加仓 |
| GEV | GE VERNOVA INC | $2.18万 | 0.01% | 25 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $2.16万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $2.16万 | 0.01% | 117 | 11 | 10.4% | $2,033 | 加仓 |
| DHI | D R HORTON INC | $2.15万 | 0.01% | 157 | -14 | -8.2% | -$1,921 | 减仓 |
| WWD | WOODWARD INC | $2.11万 | 0.01% | 59 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $2.10万 | 0.01% | 84 | 15 | 21.7% | $3,759 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $2.09万 | 0.01% | 1,386 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $2.06万 | 0.01% | 182 | 17 | 10.3% | $1,926 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $2.04万 | 0.01% | 87 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $2.03万 | 0.01% | 39 | -16 | -29.1% | -$8,345 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.98万 | 0.01% | 413 | 0 | 0.0% | — | 不变 |
| EDIV | SPDR INDEX SHS FDS | $1.96万 | 0.01% | 497 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $1.96万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.93万 | 0.01% | 265 | 248 | 1,458.8% | $1.81万 | 加仓 |
| FRDM | EA SERIES TRUST | $1.90万 | 0.01% | 347 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $1.90万 | 0.01% | 78 | 20 | 34.5% | $4,868 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.89万 | 0.01% | 93 | 33 | 55.0% | $6,713 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $1.87万 | 0.01% | 112 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.85万 | 0.01% | 111 | 105 | 1,750.0% | $1.75万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $1.83万 | 0.01% | 69 | 69 | — | $1.83万 | 新建仓 |
| PATK | PATRICK INDS INC | $1.81万 | 0.01% | 163 | 0 | 0.0% | — | 不变 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.77万 | 0.01% | 192 | -3 | -1.5% | -$277 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.77万 | 0.01% | 36 | -15 | -29.4% | -$7,381 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $1.77万 | 0.01% | 127 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $1.74万 | 0.01% | 243 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $1.73万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |