13F 机构持仓

Clark Wealth Partners

O'FALLON IL · SEC CIK 0002107657

2026Q22026Q1 更早 9 个季度 🔒
$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
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 11.4%
SCHG 11.4%
FDVV 9.9%
XSMO 9.6%
IDMO 8.7%
PULS 7.0%
AVDE 5.8%
XMHQ 5.2%
JEPI 3.2%
MMIT 1.5%

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
CME CME GROUP INC $6,4980.00%22 422.2% $1,181 加仓
COIN COINBASE GLOBAL INC $6,4610.00%37 1248.0% $2,095 加仓
APD AIR PRODUCTS AND CHEMICALS I $6,3910.00%22 00.0% — 不变
SPGI S&P GLOBAL INC $6,3810.00%15 00.0% — 不变
APP APPLOVIN CORP $6,3680.00%16 323.1% $1,194 加仓
MTD METTLER TOLEDO INTERNATIONAL $6,3060.00%5 00.0% — 不变
WRB BERKLEY W R CORP $6,2970.00%95 -4-4.0% -$265 减仓
EMR EMERSON ELEC CO $6,2890.00%48 00.0% — 不变
CAG CONAGRA BRANDS INC $6,2880.00%400 00.0% — 不变
ANET ARISTA NETWORKS INC $6,2620.00%51 00.0% — 不变
ACN ACCENTURE PLC IRELAND $6,1470.00%31 00.0% — 不变
FFIV F5 INC $6,0760.00%21 00.0% — 不变
OKE ONEOK INC NEW $6,0570.00%67 -69-50.7% -$6,238 减仓
TT TRANE TECHNOLOGIES PLC $5,8350.00%14 14— $5,835 新建仓
VRTX VERTEX PHARMACEUTICALS INC $5,8060.00%13 00.0% — 不变
NTAP NETAPP INC $5,7340.00%56 00.0% — 不变
TTWO TAKE-TWO INTERACTIVE SOFTWAR $5,7280.00%29 520.8% $988 加仓
RL RALPH LAUREN CORP $5,5190.00%16 00.0% — 不变
COWZ PACER FDS TR $5,4150.00%87 00.0% — 不变
JCI JOHNSON CONTROLS INTERNATION $5,3850.00%41 25.1% $263 加仓
ICE INTERCONTINENTAL EXCHANGE IN $5,3480.00%34 621.4% $944 加仓
HIG HARTFORD INSURANCE GROUP INC $5,3030.00%39 721.9% $952 加仓
GLW CORNING INC $5,3030.00%39 00.0% — 不变
D DOMINION ENERGY INC $5,2550.00%85 56193.1% $3,462 加仓
USB US BANCORP $5,2530.00%100 00.0% — 不变
CMCSA COMCAST CORP NEW $5,2000.00%181 00.0% — 不变
MCK MCKESSON CORP $5,1980.00%6 00.0% — 不变
— TIDAL TRUST II $5,0900.00%401 349.3% $432 加仓
SNDK SANDISK CORP $5,0830.00%8 8— $5,083 新建仓
WYNN WYNN RESORTS LTD $5,0780.00%50 00.0% — 不变
EOG EOG RES INC $5,0600.00%35 -4,584-99.2% -$66.27万 减仓
TMUS T-MOBILE US INC $5,0410.00%24 -1-4.0% -$210 减仓
HAL HALLIBURTON CO $5,0300.00%129 00.0% — 不变
EQIX EQUINIX INC $4,9020.00%5 -18-78.3% -$1.76万 减仓
IXUS ISHARES TR $4,8520.00%56 56— $4,852 新建仓
CRH CRH PLC $4,8360.00%46 1339.4% $1,367 加仓
WM WASTE MGMT INC DEL $4,8260.00%21 316.7% $689 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $4,8250.00%258 00.0% — 不变
ED CONSOLIDATED EDISON INC $4,7540.00%42 00.0% — 不变
CG CARLYLE GROUP INC $4,7430.00%98 -32-24.6% -$1,549 减仓
LYV LIVE NATION ENTERTAINMENT IN $4,7280.00%31 00.0% — 不变
PKG PACKAGING CORP AMER $4,6970.00%22 00.0% — 不变
CCL CARNIVAL CORP $4,6590.00%180 00.0% — 不变
FITB FIFTH THIRD BANCORP $4,6400.00%99 1011.2% $469 加仓
TDG TRANSDIGM GROUP INC $4,6360.00%4 133.3% $1,159 加仓
WDC WESTERN DIGITAL CORP $4,5990.00%17 00.0% — 不变
CVS CVS HEALTH CORP $4,5970.00%64 -43-40.2% -$3,089 减仓
BSX BOSTON SCIENTIFIC CORP $4,5810.00%73 -12-14.1% -$753 减仓
DVN DEVON ENERGY CORP NEW $4,5800.00%91 -102-52.8% -$5,134 减仓
ROST ROSS STORES INC $4,5500.00%21 423.5% $867 加仓
VONG VANGUARD SCOTTSDALE FDS $4,4980.00%41 41— $4,498 新建仓
IWR ISHARES TR $4,4730.00%46 46— $4,473 新建仓
APO APOLLO GLOBAL MGMT INC $4,4570.00%40 -23-36.5% -$2,563 减仓
EW EDWARDS LIFESCIENCES CORP $4,4050.00%55 00.0% — 不变
WEC WEC ENERGY GROUP INC $4,4000.00%38 1781.0% $1,968 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $4,3180.00%11 00.0% — 不变
TRMB TRIMBLE INC $4,3060.00%66 00.0% — 不变
TPL TEXAS PACIFIC LAND CORPORATI $4,2720.00%9 00.0% — 不变
MGM MGM RESORTS INTERNATIONAL $4,2570.00%115 00.0% — 不变
MLM MARTIN MARIETTA MATLS INC $4,1210.00%7 -8-53.3% -$4,710 减仓
AVDV AMERICAN CENTY ETF TR $4,0950.00%41 41— $4,095 新建仓
SRE SEMPRA $4,0090.00%41 824.2% $782 加仓
MMM 3M CO $3,9220.00%27 -19-41.3% -$2,760 减仓
REGN REGENERON PHARMACEUTICALS $3,8640.00%5 00.0% — 不变
VTR VENTAS INC $3,8440.00%47 -6-11.3% -$491 减仓
MDLZ MONDELEZ INTL INC $3,8380.00%66 66— $3,838 新建仓
CBRE CBRE GROUP INC $3,7930.00%28 947.4% $1,219 加仓
— TIDAL TRUST II $3,7780.00%327 216.9% $243 加仓
BEN FRANKLIN RESOURCES INC $3,7610.00%157 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $3,7560.00%494 494— $3,756 新建仓
ALL ALLSTATE CORP $3,7480.00%18 -9-33.3% -$1,874 减仓
PPL PPL CORP $3,7350.00%97 -7-6.7% -$270 减仓
LDOS LEIDOS HOLDINGS INC $3,7330.00%24 633.3% $933 加仓
SPG SIMON PPTY GROUP INC NEW $3,7310.00%20 533.3% $933 加仓
PYPL PAYPAL HLDGS INC $3,7090.00%82 82— $3,709 新建仓
ETR ENTERGY CORP NEW $3,7080.00%33 00.0% — 不变
CFG CITIZENS FINL GROUP INC $3,6590.00%61 -4-6.2% -$240 减仓
FE FIRSTENERGY CORP $3,6480.00%72 46176.9% $2,331 加仓
CDNS CADENCE DESIGN SYSTEM INC $3,6130.00%13 -15-53.6% -$4,169 减仓
MAR MARRIOTT INTL INC NEW $3,5980.00%11 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3,5780.00%13 13— $3,578 新建仓
SNPS SYNOPSYS INC $3,5690.00%9 -7-43.8% -$2,776 减仓
A AGILENT TECHNOLOGIES INC $3,5420.00%31 -163-84.0% -$1.86万 减仓
VMC VULCAN MATLS CO $3,5400.00%13 -15-53.6% -$4,085 减仓
CTVA CORTEVA INC $3,5160.00%42 823.5% $670 加仓
RSG REPUBLIC SVCS INC $3,5050.00%16 660.0% $1,314 加仓
TXT TEXTRON INC $3,5040.00%40 00.0% — 不变
CIEN CIENA CORP $3,4950.00%9 9— $3,495 新建仓
MCO MOODYS CORP $3,4900.00%8 -13-61.9% -$5,671 减仓
MSI MOTOROLA SOLUTIONS INC $3,4820.00%8 8— $3,482 新建仓
BUD ANHEUSER BUSCH INBEV SA NV $3,4690.00%50 00.0% — 不变
ECL ECOLAB INC $3,4590.00%13 13— $3,459 新建仓
LHX L3HARRIS TECHNOLOGIES INC $3,4520.00%10 00.0% — 不变
CL COLGATE PALMOLIVE CO $3,4100.00%40 00.0% — 不变
ITW ILLINOIS TOOL WKS INC $3,4050.00%13 13— $3,405 新建仓
BAX BAXTER INTL INC $3,3970.00%202 -21-9.4% -$353 减仓
FIS FIDELITY NATL INFORMATION SV $3,3780.00%72 72— $3,378 新建仓
DGX QUEST DIAGNOSTICS INC $3,3320.00%17 9112.5% $1,764 加仓
PNC PNC FINL SVCS GROUP INC $3,3300.00%16 -19-54.3% -$3,954 减仓
AFL AFLAC INC $3,2920.00%30 -19-38.8% -$2,085 减仓