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
STT STATE STR CORP $2,3750.00%14 00.0% — 不变
MET METLIFE INC $2,3700.00%28 13.7% $85 加仓
MAA MID-AMER APT CMNTYS INC $2,3620.00%17 00.0% — 不变
VTRS VIATRIS INC $2,3030.00%145 00.0% — 不变
— ELECTRONIC ARTS INC $2,2560.00%11 00.0% — 不变
MSCI MSCI INC $2,2410.00%4 00.0% — 不变
YUM YUM BRANDS INC $2,2390.00%14 -4-22.2% -$640 减仓
CMG CHIPOTLE MEXICAN GRILL INC $2,1760.00%64 -1-1.5% -$34 重新持有
IIPR INNOVATIVE INDL PPTYS INC $2,1420.00%34 26.2% $126 加仓
RSG REPUBLIC SVCS INC $2,1310.00%10 -6-37.5% -$1,279 减仓
BDX BECTON DICKINSON & CO $2,1190.00%14 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $2,1140.00%14 14— $2,114 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 -158-61.2% -$3,335 减仓
MRVL MARVELL TECHNOLOGY INC $2,0860.00%7 7— $2,086 新建仓
STLD STEEL DYNAMICS INC $2,0700.00%9 00.0% — 不变
PRU PRUDENTIAL FINL INC $2,0510.00%19 -6-24.0% -$648 减仓
CBRE CBRE GROUP INC $2,0210.00%15 -13-46.4% -$1,752 减仓
VRTX VERTEX PHARMACEUTICALS INC $1,9870.00%4 -9-69.2% -$4,471 减仓
CNP CENTERPOINT ENERGY INC $1,9820.00%45 -9-16.7% -$396 减仓
RJF RAYMOND JAMES FINL INC $1,9770.00%13 00.0% — 不变
PAYX PAYCHEX INC $1,9670.00%20 425.0% $393 加仓
VTR VENTAS INC $1,9540.00%22 -25-53.2% -$2,220 减仓
ODFL OLD DOMINION FREIGHT LINE IN $1,9500.00%9 9— $1,950 新建仓
ADSK AUTODESK INC $1,9450.00%10 00.0% — 不变
BAX BAXTER INTL INC $1,9420.00%91 -111-55.0% -$2,369 减仓
IRM IRON MTN INC DEL $1,8950.00%15 00.0% — 不变
EXR EXTRA SPACE STORAGE INC $1,8890.00%13 00.0% — 不变
ULTA ULTA BEAUTY INC $1,8040.00%4 00.0% — 不变
STZ CONSTELLATION BRANDS INC $1,7950.00%13 00.0% — 不变
HBAN HUNTINGTON BANCSHARES INC $1,7890.00%100 -21-17.4% -$376 减仓
KMB KIMBERLY-CLARK CORP $1,7770.00%16 00.0% — 不变
GNRC GENERAC HLDGS INC $1,7570.00%6 00.0% — 不变
COIN COINBASE GLOBAL INC $1,7550.00%12 -25-67.6% -$3,656 减仓
ACGL ARCH CAP GROUP LTD $1,7480.00%18 18— $1,748 新建仓
NDAQ NASDAQ INC $1,7350.00%22 14.8% $79 加仓
AWK AMERICAN WTR WKS CO INC NEW $1,7110.00%13 8160.0% $1,053 加仓
CINF CINCINNATI FINL CORP $1,6750.00%9 -5-35.7% -$931 减仓
GL GLOBE LIFE INC $1,6090.00%9 00.0% — 不变
EQT EQT CORP $1,5960.00%30 -9-23.1% -$479 减仓
ES EVERSOURCE ENERGY $1,5900.00%22 315.8% $217 加仓
FANG DIAMONDBACK ENERGY INC $1,5830.00%9 00.0% — 不变
HSY HERSHEY CO $1,5800.00%9 228.6% $351 加仓
DOV DOVER CORP $1,5700.00%7 00.0% — 不变
FE FIRSTENERGY CORP $1,5690.00%33 -39-54.2% -$1,854 减仓
DXCM DEXCOM INC $1,5500.00%23 421.1% $270 加仓
IQV IQVIA HLDGS INC $1,5460.00%8 00.0% — 不变
BIIB BIOGEN INC $1,5130.00%7 00.0% — 不变
VMRK EQUITY RESIDENTIAL $1,5100.00%22 00.0% — 不变
ZTS ZOETIS INC $1,5100.00%21 16320.0% $1,150 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $1,4730.00%23 00.0% — 重新持有
VBR VANGUARD INDEX FDS $1,4580.00%6 3100.0% $729 加仓
DLTR DOLLAR TREE INC $1,4520.00%12 220.0% $242 加仓
ARES ARES MANAGEMENT CORPORATION $1,4480.00%13 13— $1,448 新建仓
DRI DARDEN RESTAURANTS INC $1,4430.00%7 7— $1,443 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $1,4360.00%18 -247-93.2% -$1.97万 减仓
WST WEST PHARMACEUTICAL SVSC INC $1,4360.00%4 00.0% — 不变
VICI VICI PPTYS INC $1,4080.00%53 -29-35.4% -$770 减仓
RF REGIONS FINANCIAL CORP NEW $1,4020.00%46 00.0% — 不变
NOW SERVICENOW INC $1,3900.00%14 -55-79.7% -$5,461 减仓
GWW WW GRAINGER INC $1,3610.00%1 00.0% — 不变
WDAY WORKDAY INC $1,3470.00%11 8266.7% $980 加仓
PPL PPL CORP $1,3370.00%36 -61-62.9% -$2,265 减仓
PPG PPG INDS INC $1,3350.00%11 11— $1,335 新建仓
— AVALONBAY CMNTYS INC $1,3340.00%7 00.0% — 重新持有
MTD METTLER TOLEDO INTERNATIONAL $1,2780.00%1 -4-80.0% -$5,112 减仓
VEEV VEEVA SYS INC $1,2430.00%7 -7-50.0% -$1,243 重新持有
CPRT COPART INC $1,2410.00%44 -20-31.2% -$564 重新持有
LNT ALLIANT ENERGY CORP $1,2210.00%16 00.0% — 不变
CBOE CBOE GLOBAL MKTS INC $1,2140.00%5 00.0% — 不变
EVRG EVERGY INC $1,2110.00%14 00.0% — 不变
NDSN NORDSON CORP $1,2110.00%4 00.0% — 不变
MRNA MODERNA INC $1,1910.00%17 00.0% — 不变
ESS ESSEX PPTY TR INC $1,1770.00%4 -2-33.3% -$588 减仓
PNW PINNACLE WEST CAP CORP $1,1770.00%11 00.0% — 不变
BOTZ GLOBAL X FDS $1,1580.00%31 00.0% — 不变
CPT CAMDEN PPTY TR $1,1560.00%10 00.0% — 不变
EXPD EXPEDITORS INTL WASH INC $1,1410.00%7 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1,1340.00%6 -105-94.6% -$1.98万 减仓
LH LABCORP HOLDINGS INC $1,1200.00%4 4— $1,120 新建仓
DD DUPONT DE NEMOURS INC $1,0860.00%8 -18-69.2% -$2,444 减仓
EG EVEREST GROUP LTD $1,0720.00%3 00.0% — 不变
VLTO VERALTO CORP $1,0660.00%12 9300.0% $800 加仓
STE STERIS PLC $1,0530.00%5 00.0% — 不变
L LOEWS CORP $1,0190.00%9 -2-18.2% -$226 减仓
TKO TKO GROUP HOLDINGS INC $1,0070.00%5 266.7% $403 加仓
VRT VERTIV HOLDINGS CO $1,0050.00%3 -81-96.4% -$2.71万 减仓
CPAY CORPAY INC $1,0000.00%3 00.0% — 不变
RC READY CAPITAL CORP $9900.00%562 00.0% — 不变
GIS GENERAL MILLS INC $9750.00%28 28— $975 新建仓
PKG PACKAGING CORP AMER $9600.00%4 -18-81.8% -$4,320 减仓
EFX EQUIFAX INC $9530.00%6 -10-62.5% -$1,588 减仓
EL LAUDER ESTEE COS INC $9480.00%12 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $9420.00%10 225.0% $188 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $9300.00%24 24— $930 新建仓
IEX IDEX CORP $9080.00%4 00.0% — 不变
FOXA FOX CORP $8870.00%17 -17-50.0% -$887 减仓
SOLS SOLSTICE ADVANCED MATLS INC $8860.00%10 00.0% — 不变
TYL TYLER TECHNOLOGIES INC $8780.00%3 -30-90.9% -$8,780 减仓
FRT FEDERAL RLTY INVT TR NEW $8650.00%7 00.0% — 不变
ZBH ZIMMER BIOMET HOLDINGS INC $8640.00%10 7233.3% $605 加仓