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 |
|---|---|---|---|---|---|---|---|---|
| CCI | CROWN CASTLE INC | $3,253 | 0.00% | 40 | 18 | 81.8% | $1,464 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $3,209 | 0.00% | 11 | -3 | -21.4% | -$875 | 减仓 |
| TSN | TYSON FOODS INC | $3,204 | 0.00% | 50 | -3 | -5.7% | -$192 | 减仓 |
| FAST | FASTENAL CO | $3,188 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $3,157 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $3,117 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $3,066 | 0.00% | 132 | 132 | — | $3,066 | 新建仓 |
| PCAR | PACCAR INC | $3,003 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $2,943 | 0.00% | 64 | -18 | -22.0% | -$828 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $2,926 | 0.00% | 17 | 12 | 240.0% | $2,065 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $2,884 | 0.00% | 16 | 2 | 14.3% | $360 | 加仓 |
| EFX | EQUIFAX INC | $2,882 | 0.00% | 16 | 16 | — | $2,882 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $2,842 | 0.00% | 41 | 41 | — | $2,842 | 新建仓 |
| COR | CENCORA INC | $2,828 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $2,799 | 0.00% | 18 | 4 | 28.6% | $622 | 加仓 |
| ABNB | AIRBNB INC | $2,779 | 0.00% | 22 | 21 | 2,100.0% | $2,653 | 加仓 |
| CAH | CARDINAL HEALTH INC | $2,748 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $2,667 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $2,653 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| IUSB | ISHARES TR | $2,587 | 0.00% | 56 | 56 | — | $2,587 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $2,574 | 0.00% | 10 | 10 | — | $2,574 | 新建仓 |
| GRMN | GARMIN LTD | $2,553 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $2,487 | 0.00% | 31 | -9 | -22.5% | -$722 | 减仓 |
| EQT | EQT CORP | $2,482 | 0.00% | 39 | 9 | 30.0% | $573 | 加仓 |
| EXC | EXELON CORP | $2,451 | 0.00% | 50 | -35 | -41.2% | -$1,716 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $2,443 | 0.00% | 25 | 4 | 19.0% | $391 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,438 | 0.00% | 9 | 9 | — | $2,438 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $2,421 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $2,396 | 0.00% | 13 | 13 | — | $2,396 | 新建仓 |
| ADSK | AUTODESK INC | $2,394 | 0.00% | 10 | -18 | -64.3% | -$4,309 | 减仓 |
| WAT | WATERS CORP | $2,383 | 0.00% | 8 | -1 | -11.1% | -$298 | 减仓 |
| TER | TERADYNE INC | $2,372 | 0.00% | 8 | 8 | — | $2,372 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $2,334 | 0.00% | 8 | 2 | 33.3% | $584 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $2,331 | 0.00% | 54 | 9 | 20.0% | $388 | 加仓 |
| IUSG | ISHARES TR | $2,327 | 0.00% | 15 | 15 | — | $2,327 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $2,309 | 0.00% | 10 | 10 | — | $2,309 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,259 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $2,246 | 0.00% | 112 | -10 | -8.2% | -$201 | 减仓 |
| — | ELECTRONIC ARTS INC | $2,243 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $2,241 | 0.00% | 82 | 82 | — | $2,241 | 新建仓 |
| BRO | BROWN & BROWN INC | $2,218 | 0.00% | 34 | 34 | — | $2,218 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $2,217 | 0.00% | 14 | 6 | 75.0% | $950 | 加仓 |
| BDX | BECTON DICKINSON & CO | $2,202 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $2,196 | 0.00% | 20 | 5 | 33.3% | $549 | 加仓 |
| MSCI | MSCI INC | $2,157 | 0.00% | 4 | -3 | -42.9% | -$1,618 | 减仓 |
| KKR | KKR & CO INC | $2,128 | 0.00% | 23 | -32 | -58.2% | -$2,961 | 减仓 |
| DAL | DELTA AIR LINES INC | $2,128 | 0.00% | 32 | 32 | — | $2,128 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $2,124 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2,091 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $2,077 | 0.00% | 17 | 11 | 183.3% | $1,344 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,073 | 0.00% | 23 | 10 | 76.9% | $901 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $2,032 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $2,024 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $1,995 | 0.00% | 14 | 14 | — | $1,995 | 新建仓 |
| FOXA | FOX CORP | $1,986 | 0.00% | 34 | 17 | 100.0% | $993 | 加仓 |
| VTRS | VIATRIS INC | $1,959 | 0.00% | 145 | -1,608 | -91.7% | -$2.17万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $1,935 | 0.00% | 121 | -145 | -54.5% | -$2,319 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $1,921 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $1,910 | 0.00% | 27 | -7 | -20.6% | -$495 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,896 | 0.00% | 13 | 13 | — | $1,896 | 新建仓 |
| DDOG | DATADOG INC | $1,889 | 0.00% | 16 | -1 | -5.9% | -$118 | 减仓 |
| AGG | ISHARES TR | $1,887 | 0.00% | 19 | 19 | — | $1,887 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1,883 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $1,867 | 0.00% | 57 | 51 | 850.0% | $1,670 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,850 | 0.00% | 24 | 24 | — | $1,850 | 新建仓 |
| NDAQ | NASDAQ INC | $1,783 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC | $1,781 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $1,780 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $1,772 | 0.00% | 14 | 14 | — | $1,772 | 新建仓 |
| SYY | SYSCO CORP | $1,712 | 0.00% | 24 | 24 | — | $1,712 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,705 | 0.00% | 13 | 13 | — | $1,705 | 新建仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1,684 | 0.00% | 32 | 1 | 3.2% | $53 | 加仓 |
| GM | GENERAL MTRS CO | $1,639 | 0.00% | 22 | -24 | -52.2% | -$1,788 | 减仓 |
| STLD | STEEL DYNAMICS INC | $1,625 | 0.00% | 9 | 2 | 28.6% | $361 | 加仓 |
| KVUE | KENVUE INC | $1,621 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1,572 | 0.00% | 7 | 5 | 250.0% | $1,123 | 加仓 |
| PNR | PENTAIR PLC | $1,568 | 0.00% | 18 | 4 | 28.6% | $348 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,564 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $1,533 | 0.00% | 15 | 15 | — | $1,533 | 新建仓 |
| FISV | FISERV INC | $1,507 | 0.00% | 27 | 27 | — | $1,507 | 新建仓 |
| PAYX | PAYCHEX INC | $1,474 | 0.00% | 16 | 1 | 6.7% | $92 | 加仓 |
| BXP | BXP INC | $1,473 | 0.00% | 28 | 19 | 211.1% | $1,000 | 加仓 |
| ESS | ESSEX PPTY TR INC | $1,468 | 0.00% | 6 | 3 | 100.0% | $734 | 加仓 |
| DOV | DOVER CORP | $1,460 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $1,456 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CBOE | CBOE GLOBAL MKTS INC | $1,406 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $1,394 | 0.00% | 74 | 74 | — | $1,394 | 新建仓 |
| IQV | IQVIA HLDGS INC | $1,365 | 0.00% | 8 | 8 | — | $1,365 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,329 | 0.00% | 7 | 7 | — | $1,329 | 新建仓 |
| SYK | STRYKER CORPORATION | $1,318 | 0.00% | 4 | 4 | — | $1,318 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1,317 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $1,317 | 0.00% | 22 | 5 | 29.4% | $299 | 加仓 |
| ALLE | ALLEGION PLC | $1,308 | 0.00% | 9 | 2 | 28.6% | $291 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,300 | 0.00% | 8 | 2 | 33.3% | $325 | 加仓 |
| BIIB | BIOGEN INC | $1,284 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $1,253 | 0.00% | 9 | 5 | 125.0% | $696 | 加仓 |
| CMS | CMS ENERGY CORP | $1,242 | 0.00% | 16 | 12 | 300.0% | $932 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,220 | 0.00% | 46 | -203 | -81.5% | -$5,384 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1,215 | 0.00% | 7 | -17 | -70.8% | -$2,951 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,210 | 0.00% | 16 | 1 | 6.7% | $76 | 加仓 |