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
BEN FRANKLIN RESOURCES INC $5,2760.00%157 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $5,2550.00%14 17.7% $375 加仓
VONG VANGUARD SCOTTSDALE FDS $5,2410.00%41 00.0% — 不变
CCL CARNIVAL CORP LTD $5,1430.00%180 180— $5,143 新建仓
IWR ISHARES TR $5,0750.00%46 00.0% — 不变
ALL ALLSTATE CORP $5,0170.00%21 316.7% $717 加仓
D DOMINION ENERGY INC $4,9860.00%73 -12-14.1% -$820 减仓
MPC MARATHON PETE CORP $4,8580.00%19 -162-89.5% -$4.14万 减仓
WYNN WYNN RESORTS LTD $4,8550.00%50 00.0% — 不变
TPR TAPESTRY INC $4,8310.00%33 -258-88.7% -$3.78万 减仓
SHW SHERWIN WILLIAMS CO $4,8210.00%14 11366.7% $3,788 加仓
CRH CRH PLC $4,8150.00%45 -1-2.2% -$107 减仓
ED CONSOLIDATED EDISON INC $4,6470.00%42 00.0% — 不变
DVN DEVON ENERGY CORP NEW $4,6280.00%112 2123.1% $868 加仓
TRV TRAVELERS COMPANIES INC $4,6220.00%14 327.3% $990 加仓
HOOD ROBINHOOD MKTS INC $4,6130.00%46 512.2% $501 加仓
EOG EOG RES INC $4,5410.00%35 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $4,5230.00%50 -5-9.1% -$452 减仓
ADP AUTOMATIC DATA PROCESSING IN $4,5130.00%20 20— $4,513 新建仓
AXON AXON ENTERPRISE INC $4,4850.00%8 360.0% $1,682 加仓
SPG SIMON PPTY GROUP INC NEW $4,4730.00%20 00.0% — 不变
ROST ROSS STORES INC $4,4700.00%21 00.0% — 不变
SNPS SYNOPSYS INC $4,4610.00%10 111.1% $446 加仓
WEC WEC ENERGY GROUP INC $4,4380.00%38 00.0% — 不变
MDLZ MONDELEZ INTL INC $4,4340.00%76 1015.2% $583 加仓
KKR KKR & CO INC $4,4060.00%48 25108.7% $2,295 加仓
NRG NRG ENERGY INC $4,3820.00%30 -177-85.5% -$2.59万 减仓
HAL HALLIBURTON CO $4,3800.00%129 00.0% — 不变
AVDV AMERICAN CENTY ETF TR $4,2260.00%41 00.0% — 不变
DDOG DATADOG INC $4,1660.00%16 00.0% — 不变
CFG CITIZENS FINL GROUP INC $4,1350.00%59 -2-3.3% -$140 减仓
CG CARLYLE GROUP INC $4,1270.00%98 00.0% — 不变
A AGILENT TECHNOLOGIES INC $4,1260.00%31 00.0% — 不变
CL COLGATE PALMOLIVE CO $4,1260.00%45 512.5% $458 加仓
BUD ANHEUSER BUSCH INBEV SA NV $4,1200.00%50 00.0% — 不变
FAST FASTENAL CO $4,1180.00%86 1724.6% $814 加仓
ADBE ADOBE INC $4,1010.00%20 20— $4,101 新建仓
MAR MARRIOTT INTL INC NEW $4,0770.00%11 00.0% — 不变
MRSH MARSH & MCLENNAN COS INC $4,0010.00%24 17242.9% $2,834 加仓
CME CME GROUP INC $3,9750.00%18 -4-18.2% -$883 减仓
JPC NUVEEN PFD & INCOME OPPORTUN $3,9240.00%494 00.0% — 不变
DASH DOORDASH INC $3,8760.00%21 18600.0% $3,322 加仓
TER TERADYNE INC $3,8710.00%8 00.0% — 不变
PSA PUBLIC STORAGE $3,8200.00%12 333.3% $955 加仓
VST VISTRA CORP $3,8080.00%24 314.3% $476 加仓
CAH CARDINAL HEALTH INC $3,8010.00%16 323.1% $713 加仓
ETR ENTERGY CORP NEW $3,7910.00%33 00.0% — 不变
AJG GALLAGHER ARTHUR J & CO $3,6740.00%16 16— $3,674 新建仓
TXT TEXTRON INC $3,6700.00%40 00.0% — 不变
CNC CENTENE CORP DEL $3,6590.00%57 00.0% — 不变
DAL DELTA AIR LINES INC $3,6530.00%39 721.9% $656 加仓
AON AON PLC $3,6490.00%11 11— $3,649 新建仓
HLT HILTON WORLDWIDE HLDGS INC $3,6360.00%11 -71-86.6% -$2.35万 减仓
ECL ECOLAB INC $3,6320.00%13 00.0% — 不变
MCO MOODYS CORP $3,6240.00%8 00.0% — 不变
DGX QUEST DIAGNOSTICS INC $3,6040.00%17 00.0% — 不变
AFL AFLAC INC $3,5180.00%30 00.0% — 不变
CTVA CORTEVA INC $3,4730.00%41 -1-2.4% -$85 减仓
HON HONEYWELL INTL INC $3,4710.00%16 -15-48.4% -$3,254 减仓
GM GENERAL MTRS CO $3,4690.00%45 23104.5% $1,773 加仓
PCG PG&E CORP $3,4420.00%204 204— $3,442 新建仓
LITE LUMENTUM HLDGS INC $3,4330.00%4 4— $3,433 新建仓
COR CENCORA INC $3,3960.00%12 333.3% $849 加仓
HONA HONEYWELL AEROSPACE INC $3,3170.00%15 15— $3,317 新建仓
HUM HUMANA INC $3,1850.00%8 233.3% $796 加仓
ISRG INTUITIVE SURGICAL INC $3,1820.00%8 -12-60.0% -$4,773 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $3,1510.00%9 112.5% $350 加仓
ABNB AIRBNB INC $3,1490.00%22 00.0% — 不变
PCAR PACCAR INC $3,1240.00%26 00.0% — 不变
DHI D R HORTON INC $3,0950.00%19 -138-87.9% -$2.25万 减仓
TFC TRUIST FINL CORP $3,0890.00%62 -2-3.1% -$100 减仓
SRE SEMPRA $3,0820.00%33 -8-19.5% -$747 减仓
TEL TE CONNECTIVITY PLC $3,0250.00%15 00.0% — 重新持有
WAT WATERS CORP $3,0010.00%8 00.0% — 不变
SBAC SBA COMMUNICATIONS CORP $3,0000.00%17 00.0% — 不变
NKE NIKE INC $2,9870.00%72 1220.0% $498 重新持有
EXC EXELON CORP $2,9840.00%64 1428.0% $653 加仓
SYF SYNCHRONY FINANCIAL $2,9660.00%39 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES INC $2,9060.00%10 00.0% — 不变
DLR DIGITAL RLTY TR INC $2,8740.00%16 00.0% — 不变
UAL UNITED AIRLS HLDGS INC $2,8560.00%21 21— $2,856 新建仓
GRMN GARMIN LTD $2,8510.00%12 19.1% $238 加仓
IUSG ISHARES TR $2,8220.00%15 00.0% — 不变
KDP KEURIG DR PEPPER INC $2,8020.00%85 1826.9% $593 加仓
MPWR MONOLITHIC PWR SYS INC $2,7690.00%2 -22-91.7% -$3.05万 减仓
AMP AMERIPRISE FINL INC $2,7530.00%6 00.0% — 不变
NUE NUCOR CORP $2,6800.00%12 6100.0% $1,340 加仓
HIG HARTFORD INSURANCE GROUP INC $2,6600.00%20 -19-48.7% -$2,527 减仓
VMC VULCAN MATLS CO $2,6560.00%9 -4-30.8% -$1,180 减仓
TPL TEXAS PACIFIC LAND CORPORATI $2,6260.00%6 -3-33.3% -$1,313 减仓
CF CF INDUSTRIES HOLD $2,5990.00%24 00.0% — 不变
KVUE KENVUE INC $2,5610.00%134 4042.6% $764 加仓
AIG AMERICAN INTL GROUP INC $2,5350.00%34 725.9% $522 加仓
XEL XCEL ENERGY INC $2,5130.00%31 00.0% — 不变
CCI CROWN CASTLE INC $2,5000.00%33 -7-17.5% -$530 减仓
PFG PRINCIPAL FINANCIAL GROUP IN $2,4790.00%23 00.0% — 不变
KEY KEYCORP $2,4440.00%106 -6-5.4% -$138 减仓
CVNA CARVANA CO $2,4360.00%37 37— $2,436 新建仓
QBTS D-WAVE QUANTUM INC $2,3990.00%100 100— $2,399 新建仓
CTAS CINTAS CORP $2,3820.00%14 -125-89.9% -$2.13万 减仓