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
DXCM DEXCOM INC $1,1940.00%19 19— $1,194 新建仓
— DUPONT DE NEMOURS INC $1,1910.00%26 00.0% — 不变
ROL ROLLINS INC $1,1760.00%22 857.1% $428 加仓
L LOEWS CORP $1,1750.00%11 222.2% $214 加仓
GNRC GENERAC HLDGS INC $1,1720.00%6 00.0% — 不变
BX BLACKSTONE INC $1,1500.00%10 -53-84.1% -$6,095 减仓
LNT ALLIANT ENERGY CORP $1,1490.00%16 00.0% — 不变
EVRG EVERGY INC $1,1470.00%14 00.0% — 不变
HII HUNTINGTON INGALLS INDS INC $1,1400.00%3 00.0% — 不变
PNW PINNACLE WEST CAP CORP $1,1090.00%11 9450.0% $907 加仓
STE STERIS PLC $1,1060.00%5 00.0% — 不变
DLTR DOLLAR TREE INC $1,0960.00%10 00.0% — 不变
GWW WW GRAINGER INC $1,0910.00%1 00.0% — 不变
CSGP COSTAR GROUP INC $1,0900.00%27 24800.0% $969 加仓
MOH MOLINA HEALTHCARE INC $1,0830.00%8 5166.7% $677 加仓
FICO FAIR ISAAC CORP $1,0680.00%1 -11-91.7% -$1.17万 减仓
NDSN NORDSON CORP $1,0680.00%4 00.0% — 不变
SCHA SCHWAB STRATEGIC TR $1,0470.00%36 36— $1,047 新建仓
HUM HUMANA INC $1,0460.00%6 6— $1,046 新建仓
NUE NUCOR CORP $1,0180.00%6 00.0% — 不变
BOTZ GLOBAL X FDS $1,0140.00%31 13.3% $33 加仓
EXPD EXPEDITORS INTL WASH INC $1,0030.00%7 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $1,0030.00%4 4— $1,003 新建仓
CPT CAMDEN PPTY TR $9880.00%10 5100.0% $494 加仓
EG EVEREST GROUP LTD $9810.00%3 3— $981 新建仓
APA APA CORPORATION $9770.00%23 00.0% — 不变
SHW SHERWIN WILLIAMS CO $9620.00%3 -12-80.0% -$3,848 减仓
RC READY CAPITAL CORP $9170.00%562 562— $917 新建仓
VBK VANGUARD INDEX FDS $9070.00%3 3— $907 新建仓
NIO NIO INC $9050.00%150 -500-76.9% -$3,017 减仓
BG BUNGE GLOBAL SA $8910.00%7 00.0% — 不变
FBTC FIDELITY WISE ORIGIN BITCOIN $8860.00%15 00.0% — 不变
WY WEYERHAEUSER CO $8800.00%36 -308-89.5% -$7,529 减仓
UAMY UNITED STATES ANTIMONY CORP $8730.00%100 100— $873 新建仓
CPAY CORPAY INC $8730.00%3 3— $873 新建仓
MRNA MODERNA INC $8640.00%17 00.0% — 不变
EL LAUDER ESTEE COS INC $8620.00%12 00.0% — 不变
FOX FOX CORP $8500.00%16 16— $850 新建仓
HAS HASBRO INC $8430.00%9 00.0% — 不变
ISTB ISHARES TR $8240.00%17 17— $824 新建仓
IJH ISHARES TR $8110.00%12 12— $811 新建仓
AKAM AKAMAI TECHNOLOGIES INC $8040.00%7 00.0% — 不变
NLR VANECK ETF TRUST $8000.00%6 6— $800 新建仓
IT GARTNER INC $7920.00%5 5— $792 新建仓
LULU LULULEMON ATHLETICA INC $7660.00%5 00.0% — 不变
SOLS SOLSTICE ADVANCED MATLS INC $7620.00%10 00.0% — 不变
IEX IDEX CORP $7590.00%4 00.0% — 不变
REG REGENCY CTRS CORP $7570.00%10 225.0% $151 加仓
FRT FEDERAL RLTY INVT TR NEW $7440.00%7 375.0% $319 加仓
KIM KIMCO REALTY CORP $7420.00%33 00.0% — 不变
IEFA ISHARES TR $7250.00%8 8— $725 新建仓
DECK DECKERS OUTDOOR CORP $7010.00%7 00.0% — 不变
AWK AMERICAN WTR WKS CO INC NEW $6810.00%5 5— $681 新建仓
INCY INCYTE CORP $6590.00%7 00.0% — 不变
HST HOST HOTELS & RESORTS INC $6520.00%34 00.0% — 不变
VBR VANGUARD INDEX FDS $6520.00%3 3— $652 新建仓
TKO TKO GROUP HOLDINGS INC $6050.00%3 00.0% — 不变
ZTS ZOETIS INC $5920.00%5 5— $592 新建仓
BP BP PLC $5700.00%12 00.0% — 不变
SWK STANLEY BLACK & DECKER INC $5690.00%8 -31-79.5% -$2,205 减仓
CRL CHARLES RIV LABS INTL INC $5180.00%3 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $5090.00%7 00.0% — 不变
COO COOPER COS INC $5010.00%7 -3-30.0% -$215 减仓
XYZ BLOCK INC $4820.00%8 8— $482 新建仓
OPEN OPENDOOR TECHNOLOGIES INC $4680.00%100 00.0% — 不变
AES AES CORP $4650.00%33 -155-82.4% -$2,184 减仓
MTCH MATCH GROUP INC NEW $4610.00%15 215.4% $61 加仓
SOLV SOLVENTUM CORP $4580.00%7 -15-68.2% -$981 减仓
DASH DOORDASH INC $4510.00%3 -10-76.9% -$1,503 减仓
MTB M & T BK CORP $4140.00%2 -8-80.0% -$1,656 减仓
DOW DOW HLDGS INC $4130.00%10 00.0% — 不变
DOC HEALTHPEAK PROPERTIES INC $4110.00%25 631.6% $99 加仓
NOK NOKIA CORP $4020.00%50 00.0% — 不变
WDAY WORKDAY INC $3900.00%3 3— $390 新建仓
— COTERRA ENERGY INC $3870.00%11 00.0% — 不变
IJR ISHARES TR $3730.00%3 3— $373 新建仓
ALB ALBEMARLE CORP $3600.00%2 00.0% — 不变
— BITFARMS LTD $3420.00%175 175— $342 新建仓
NI NISOURCE INC $3270.00%7 6600.0% $280 加仓
LUV SOUTHWEST AIRLS CO $3020.00%8 -1,332-99.4% -$5.03万 减仓
ZBH ZIMMER BIOMET HOLDINGS INC $2720.00%3 3— $272 新建仓
VLTO VERALTO CORP $2660.00%3 3— $266 新建仓
HUBS HUBSPOT INC $2450.00%1 00.0% — 不变
PHM PULTE GROUP INC $2360.00%2 2— $236 新建仓
CHTR CHARTER COMMUNICATIONS INC $2160.00%1 1— $216 新建仓
BBY BEST BUY INC $1960.00%3 3— $196 新建仓
— STEREOTAXIS INC $1840.00%100 00.0% — 不变
SIRI SIRIUSXM HOLDINGS INC $1620.00%7 00.0% — 不变
UDR UDR INC $1360.00%4 -11-73.3% -$374 减仓
MAT MATTEL INC $880.00%6 00.0% — 不变
ZM ZOOM COMMUNICATIONS INC $810.00%1 00.0% — 不变
URA GLOBAL X FDS $490.00%1 00.0% — 不变
ADP AUTOMATIC DATA PROCESSING IN $450.00%0 —— — 申报中断
NKE NIKE INC $260.00%0 —— — 申报中断
MPT MEDICAL PROPERTIES TRUST INC $140.00%3 00.0% — 不变
GPC GENUINE PARTS CO $80.00%0 -7-100.0% -$861 清仓
NWS NEWS CORP NEW $30.00%0 -119-100.0% -$3,526 清仓
SKYD PARAMOUNT SKYDANCE CORP $30.00%0 -64-100.0% -$858 清仓
— OPENDOOR TECHNOLOGIES INC $20.00%3 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $10.00%3 00.0% — 不变