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
UPS UNITED PARCEL SVCS INC $6.09万0.03%567 81.4% $859 加仓
LRCX LAM RESEARCH CORP $6.07万0.03%140 -20-12.5% -$8,672 减仓
CVX CHEVRON CORPORATION $6.01万0.03%363 16684.3% $2.75万 加仓
AMD ADVANCED MICRO DEVICES INC $5.93万0.03%102 99.7% $5,228 加仓
CHI CALAMOS CONV OPPORTUNITIES & $5.78万0.03%4,300 00.0% — 不变
LADR LADDER CAP CORP $5.71万0.03%5,613 00.0% — 不变
DGRO ISHARES TR $5.67万0.03%748 40.5% $303 加仓
MTUM ISHARES TR $5.62万0.03%164 00.0% — 不变
NSC NORFOLK SOUTHN CORP $5.52万0.03%176 42.3% $1,255 加仓
T AT&T INC $5.45万0.03%2,632 -46-1.7% -$952 减仓
TFLO ISHARES TR $5.43万0.03%1,073 100.9% $506 加仓
O REALTY INCOME CORP $5.26万0.03%849 29352.7% $1.82万 加仓
PLD PROLOGIS INC. $5.24万0.03%387 292307.4% $3.95万 加仓
ROP ROPER TECHNOLOGIES INC $5.11万0.03%151 -8-5.0% -$2,709 减仓
SCHW SCHWAB CHARLES CORP $5.09万0.03%552 -1-0.2% -$92 减仓
BA BOEING CO $5.06万0.03%234 00.0% — 不变
— ABRDN GLOBAL PREMIER PPTYS F $4.87万0.03%4,114 00.0% — 不变
VWO VANGUARD INTL EQUITY INDEX F $4.87万0.03%816 -42-4.9% -$2,507 减仓
VFH VANGUARD WORLD FD $4.71万0.03%358 00.0% — 不变
PG PROCTER & GAMBLE CO $4.70万0.03%321 4215.1% $6,153 加仓
CSX CSX CORP $4.56万0.03%959 10.1% $48 加仓
CAIE CALAMOS ETF TR $4.27万0.02%1,568 553.6% $1,496 加仓
MA MASTERCARD INCORPORATED $4.21万0.02%82 00.0% — 不变
SLYV SPDR SERIES TRUST $4.18万0.02%383 204114.0% $2.23万 加仓
SPYG SPDR SERIES TRUST $4.15万0.02%349 349— $4.15万 新建仓
INTC INTEL CORP $4.13万0.02%296 4015.6% $5,588 加仓
XLRE SELECT SECTOR SPDR TR $4.13万0.02%939 00.0% — 不变
BMY BRISTOL-MYERS SQUIBB CO $4.13万0.02%717 00.0% — 不变
GOOD GLADSTONE COMMERCIAL CORP $4.01万0.02%3,260 00.0% — 不变
URI UNITED RENTALS INC $3.97万0.02%35 00.0% — 不变
VCTR VICTORY CAP HLDGS INC DEL $3.93万0.02%468 00.0% — 不变
SDY SPDR SERIES TRUST $3.93万0.02%258 10.4% $152 加仓
VTI VANGUARD INDEX FDS $3.92万0.02%106 00.0% — 不变
MS MORGAN STANLEY $3.88万0.02%185 21.1% $419 加仓
XLV SELECT SECTOR SPDR TR $3.86万0.02%243 00.0% — 不变
SPYV SPDR SERIES TRUST $3.83万0.02%630 630— $3.83万 新建仓
VDC VANGUARD WORLD FD $3.81万0.02%169 00.0% — 不变
THRO BLACKROCK ETF TRUST $3.73万0.02%865 00.0% — 不变
EMXC ISHARES INC $3.68万0.02%360 00.0% — 不变
VO VANGUARD INDEX FDS $3.52万0.02%436 00.0% — 不变
ENB ENBRIDGE INC $3.48万0.02%642 642— $3.48万 新建仓
ABT ABBOTT LABORATORIES $3.43万0.02%378 -108-22.2% -$9,800 减仓
HCA HCA HEALTHCARE INC $3.35万0.02%86 -21-19.6% -$8,188 减仓
AMAT APPLIED MATLS INC $3.33万0.02%46 24.5% $1,446 加仓
PM PHILIP MORRIS INTL INC $3.31万0.02%181 6961.6% $1.26万 加仓
HD HOME DEPOT INC $3.26万0.02%92 -17-15.6% -$6,018 减仓
RTX RTX CORPORATION $3.18万0.02%168 -2-1.2% -$379 减仓
HWM HOWMET AEROSPACE INC $3.18万0.02%118 00.0% — 不变
VXF VANGUARD INDEX FDS $3.13万0.02%127 -5-3.8% -$1,231 减仓
BTT BLACKROCK MUN TARGET TERM TR $3.03万0.02%1,330 00.0% — 不变
ORCL ORACLE CORP $2.94万0.02%201 42.0% $586 加仓
INTU INTUIT $2.94万0.02%113 -16-12.4% -$4,167 减仓
GEV GE VERNOVA INC $2.94万0.02%25 00.0% — 不变
IDEV ISHARES TR $2.85万0.02%320 320— $2.85万 新建仓
XLI SELECT SECTOR SPDR TR $2.82万0.02%152 00.0% — 不变
LPLA LPL FINL HLDGS INC $2.82万0.02%100 00.0% — 不变
AME AMETEK INC $2.81万0.02%116 00.0% — 不变
UNP UNION PAC CORP $2.70万0.02%99 2126.9% $5,727 加仓
SO SOUTHERN CO $2.68万0.02%280 134.9% $1,244 加仓
WFC WELLS FARGO & CO $2.66万0.02%322 134.2% $1,073 加仓
VUG VANGUARD INDEX FDS $2.64万0.01%306 00.0% — 不变
PANW PALO ALTO NETWORKS INC $2.59万0.01%76 00.0% — 不变
FRDM EA SERIES TRUST $2.55万0.01%348 10.3% $73 加仓
C CITIGROUP INC $2.54万0.01%182 00.0% — 不变
QCOM QUALCOMM INC $2.54万0.01%137 53.8% $926 加仓
GE GE AEROSPACE $2.50万0.01%67 69.8% $2,242 加仓
HEFA ISHARES TR $2.46万0.01%524 -125-19.3% -$5,866 减仓
DTE DTE ENERGY CO $2.46万0.01%160 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $2.45万0.01%59 00.0% — 不变
BAI BLACKROCK ETF TRUST $2.43万0.01%461 00.0% — 不变
GSK GSK PLC $2.41万0.01%456 40.9% $212 加仓
RIVN RIVIAN AUTOMOTIVE INC $2.40万0.01%1,386 00.0% — 不变
KLAC KLA CORP $2.38万0.01%79 912.9% $2,715 加仓
VOX VANGUARD WORLD FD $2.34万0.01%127 00.0% — 不变
XLU SELECT SECTOR SPDR TR $2.31万0.01%510 00.0% — 不变
FN FABRINET $2.19万0.01%39 00.0% — 不变
WM WASTE MGMT INC DEL $2.18万0.01%98 77366.7% $1.72万 加仓
DELL DELL TECHNOLOGIES INC $2.16万0.01%50 24.2% $863 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $2.06万0.01%43 1343.3% $6,221 加仓
F FORD MTR CO $2.04万0.01%1,465 120.8% $167 加仓
EDIV SPDR INDEX SHS FDS $2.04万0.01%497 00.0% — 不变
DIS DISNEY WALT CO $2.04万0.01%210 8872.1% $8,530 加仓
VDE VANGUARD WORLD FD $2.02万0.01%134 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $2.00万0.01%413 00.0% — 不变
BSV VANGUARD BD INDEX FDS $1.95万0.01%250 00.0% — 不变
SLV ISHARES SILVER TR $1.93万0.01%360 00.0% — 不变
SNDK SANDISK CORP $1.82万0.01%8 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $1.81万0.01%36 00.0% — 不变
SPMD SPDR SERIES TRUST $1.80万0.01%267 267— $1.80万 新建仓
CGMU CAPITAL GRP FIXED INCM ETF T $1.75万0.01%637 -244-27.7% -$6,703 减仓
TSCO TRACTOR SUPPLY CO $1.70万0.01%537 20.4% $63 加仓
NFLX NETFLIX INC. $1.66万0.01%233 -37-13.7% -$2,642 减仓
TGT TARGET CORP $1.62万0.01%124 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $1.52万0.01%165 -27-14.1% -$2,486 减仓
LECO LINCOLN ELEC HLDGS INC $1.49万0.01%56 00.0% — 不变
XEXGX EATON VANCE TAX-MANAGED GLOB $1.47万0.01%1,500 00.0% — 不变
TBLD THORNBURG INCM BUILDER OPP T $1.46万0.01%660 00.0% — 不变
TXN TEXAS INSTRS INC $1.43万0.01%48 36.7% $894 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $1.41万0.01%52 52— $1.41万 新建仓
NEM NEWMONT CORP $1.39万0.01%149 00.0% — 不变