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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $1.39万 | 0.01% | 110 | -6 | -5.2% | -$758 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1.39万 | 0.01% | 69 | 8 | 13.1% | $1,611 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.37万 | 0.01% | 302 | -54 | -15.2% | -$2,444 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1.36万 | 0.01% | 261 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $1.34万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| BNY | BANK OF NY MELLON CORP | $1.32万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1.32万 | 0.01% | 77 | 77 | — | $1.32万 | 新建仓 |
| PEP | PEPSICO INC | $1.28万 | 0.01% | 95 | -6 | -5.9% | -$811 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.24万 | 0.01% | 129 | -8 | -5.8% | -$769 | 减仓 |
| VLO | VALERO ENERGY CORP | $1.22万 | 0.01% | 47 | -88 | -65.2% | -$2.29万 | 减仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $1.21万 | 0.01% | 1,340 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.16万 | 0.01% | 12 | 1 | 9.1% | $966 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.15万 | 0.01% | 18 | 1 | 5.9% | $639 | 加仓 |
| IYM | ISHARES TR | $1.13万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $1.13万 | 0.01% | 23 | 14 | 155.6% | $6,868 | 加仓 |
| AMGN | AMGEN INC | $1.12万 | 0.01% | 31 | 4 | 14.8% | $1,449 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1.11万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.07万 | 0.01% | 38 | -5 | -11.6% | -$1,410 | 减仓 |
| WAB | WABTEC | $1.05万 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $1.03万 | 0.01% | 26 | 1 | 4.0% | $397 | 加仓 |
| WELL | WELLTOWER INC | $1.02万 | 0.01% | 45 | 2 | 4.7% | $454 | 加仓 |
| LOW | LOWES COS INC | $1.01万 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.01万 | 0.01% | 216 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $1.00万 | 0.01% | 129 | 1 | 0.8% | $78 | 加仓 |
| MO | ALTRIA GROUP INC | $1.00万 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $9,962 | 0.01% | 39 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $9,924 | 0.01% | 158 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $9,851 | 0.01% | 72 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $9,696 | 0.01% | 64 | 8 | 14.3% | $1,212 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $9,665 | 0.01% | 126 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $9,448 | 0.01% | 64 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $9,444 | 0.01% | 137 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $9,361 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $9,344 | 0.01% | 55 | 4 | 7.8% | $680 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $9,337 | 0.01% | 14 | 10 | 250.0% | $6,669 | 加仓 |
| CMI | CUMMINS INC | $9,272 | 0.01% | 13 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $9,117 | 0.01% | 29 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $8,921 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $8,864 | 0.01% | 36 | 20 | 125.0% | $4,924 | 加仓 |
| EBAY | EBAY INC. | $8,829 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $8,795 | 0.00% | 26 | 25 | 2,500.0% | $8,457 | 重新持有 |
| APP | APPLOVIN CORP | $8,759 | 0.00% | 17 | 1 | 6.2% | $515 | 加仓 |
| FFIV | F5 INC | $8,736 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $8,709 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $8,667 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $8,589 | 0.00% | 60 | 12 | 25.0% | $1,718 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $8,481 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $8,380 | 0.00% | 81 | 17 | 26.6% | $1,759 | 加仓 |
| EFA | ISHARES TR | $8,311 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $8,203 | 0.00% | 24 | -6 | -20.0% | -$2,051 | 减仓 |
| AVEX | AEVEX CORP | $7,813 | 0.00% | 374 | 374 | — | $7,813 | 新建仓 |
| BLK | BLACKROCK INC | $7,693 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $7,514 | 0.00% | 34 | 34 | — | $7,514 | 新建仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $7,494 | 0.00% | 356 | 356 | — | $7,494 | 新建仓 |
| PFE | PFIZER INC | $7,477 | 0.00% | 311 | 22 | 7.6% | $529 | 加仓 |
| SBUX | STARBUCKS CORP | $7,460 | 0.00% | 73 | -7 | -8.8% | -$715 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $7,454 | 0.00% | 63 | 23 | 57.5% | $2,721 | 加仓 |
| BKH | BLACK HILLS CORP | $7,440 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $7,410 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $7,361 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $7,151 | 0.00% | 14 | -3 | -17.6% | -$1,532 | 减仓 |
| CI | THE CIGNA GROUP | $7,145 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $7,130 | 0.00% | 40 | -10 | -20.0% | -$1,782 | 减仓 |
| VRSN | VERISIGN INC | $7,044 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $6,972 | 0.00% | 149 | -1 | -0.7% | -$47 | 减仓 |
| TRGP | TARGA RES CORP | $6,972 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $6,971 | 0.00% | 98 | 3 | 3.2% | $213 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $6,959 | 0.00% | 261 | 15 | 6.1% | $400 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,955 | 0.00% | 28 | -5 | -15.2% | -$1,242 | 减仓 |
| DG | DOLLAR GEN CORP | $6,907 | 0.00% | 60 | 1 | 1.7% | $115 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,886 | 0.00% | 47 | 6 | 14.6% | $879 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $6,877 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| CEF | SPROTT ASSET MANAGEMENT LP | $6,840 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $6,477 | 0.00% | 40 | 13 | 48.1% | $2,105 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,450 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $6,439 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $6,363 | 0.00% | 199 | -1 | -0.5% | -$32 | 减仓 |
| IDXX | IDEXX LABS INC | $6,318 | 0.00% | 12 | -6 | -33.3% | -$3,159 | 减仓 |
| EQIX | EQUINIX INC | $6,255 | 0.00% | 6 | 1 | 20.0% | $1,042 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,250 | 0.00% | 25 | -4 | -13.8% | -$1,000 | 减仓 |
| KR | KROGER CO | $6,164 | 0.00% | 111 | -2 | -1.8% | -$111 | 减仓 |
| — | BITWISE XRP ETF | $6,110 | 0.00% | 524 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $6,109 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $6,092 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $6,050 | 0.00% | 8 | 2 | 33.3% | $1,512 | 加仓 |
| AMT | AMERICAN TOWER CORP | $5,948 | 0.00% | 36 | -2 | -5.3% | -$330 | 减仓 |
| DHR | DANAHER CORP DEL | $5,918 | 0.00% | 31 | -1 | -3.1% | -$191 | 重新持有 |
| PH | PARKER-HANNIFIN CORP | $5,869 | 0.00% | 6 | -2 | -25.0% | -$1,956 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $5,828 | 0.00% | 105 | -4 | -3.7% | -$222 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $5,767 | 0.00% | 10 | 3 | 42.9% | $1,730 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5,677 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $5,565 | 0.00% | 64 | -3 | -4.5% | -$261 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $5,556 | 0.00% | 97 | -2 | -2.0% | -$115 | 减仓 |
| BX | BLACKSTONE INC | $5,531 | 0.00% | 47 | 37 | 370.0% | $4,354 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $5,499 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5,415 | 0.00% | 14 | 3 | 27.3% | $1,160 | 重新持有 |
| CAG | CONAGRA BRANDS INC | $5,384 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $5,368 | 0.00% | 17 | 13 | 325.0% | $4,105 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,329 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC | $5,326 | 0.00% | 100 | 100 | — | $5,326 | 新建仓 |