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
HII HUNTINGTON INGALLS INDS INC $8400.00%3 00.0% — 不变
KIM KIMCO REALTY CORP $8370.00%33 00.0% — 不变
HST HOST HOTELS & RESORTS INC $8310.00%34 00.0% — 不变
AKAM AKAMAI TECHNOLOGIES INC $8280.00%7 00.0% — 不变
TSN TYSON FOODS INC $8020.00%14 -36-72.0% -$2,062 减仓
REG REGENCY CTRS CORP $7980.00%10 00.0% — 不变
INCY INCYTE CORP $7940.00%7 00.0% — 不变
IEFA ISHARES TR $7730.00%8 00.0% — 不变
NIO NIO INC $7590.00%150 00.0% — 不变
APA APA CORPORATION $7500.00%23 00.0% — 不变
BG BUNGE GLOBAL SA $7480.00%7 00.0% — 不变
OMC OMNICOM GROUP INC $7340.00%10 -6-37.5% -$440 减仓
UAMY UNITED STATES ANTIMONY CORP $7260.00%100 00.0% — 不变
MOH MOLINA HEALTHCARE INC $7140.00%3 -5-62.5% -$1,190 减仓
CRL CHARLES RIV LABS INTL INC $6810.00%3 00.0% — 不变
NOK NOKIA CORP $6640.00%50 00.0% — 不变
XYZ BLOCK INC $6080.00%8 00.0% — 不变
AES AES CORP $5870.00%40 721.2% $103 加仓
ROL ROLLINS INC $5850.00%14 -8-36.4% -$334 减仓
— DIGINEX LTD $5810.00%392 392— $581 新建仓
HAS HASBRO INC $5790.00%7 -2-22.2% -$165 减仓
CRM SALESFORCE INC $5740.00%3 -51-94.4% -$9,758 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $5690.00%7 -18-72.0% -$1,463 减仓
CHTR CHARTER COMMUNICATIONS INC $5690.00%4 3300.0% $427 加仓
ITW ILLINOIS TOOL WKS INC $5450.00%2 -11-84.6% -$2,998 减仓
SOLV SOLVENTUM CORP $5410.00%7 00.0% — 不变
ADM ARCHER DANIELS MIDLAND CO $5350.00%7 00.0% — 不变
PYPL PAYPAL HLDGS INC $5190.00%12 -70-85.4% -$3,028 减仓
MTB M & T BK CORP $4770.00%2 00.0% — 不变
OPEN OPENDOOR TECHNOLOGIES INC $4620.00%100 00.0% — 不变
BP BP PLC $4540.00%12 00.0% — 不变
EIX EDISON INTL $4470.00%6 6— $447 新建仓
MSI MOTOROLA SOLUTIONS INC $4160.00%1 -7-87.5% -$2,912 减仓
NI NISOURCE INC $3330.00%7 00.0% — 不变
RCL ROYAL CARIBBEAN GROUP $3200.00%1 -12-92.3% -$3,840 减仓
DOW DOW HLDGS INC $2750.00%10 00.0% — 不变
PHM PULTE GROUP INC $2750.00%2 00.0% — 不变
BR BROADRIDGE FINL SOLUTIONS IN $2740.00%2 -6-75.0% -$822 减仓
FIS FIDELITY NATL INFORMATION SV $2730.00%7 -65-90.3% -$2,535 减仓
ALB ALBEMARLE CORP $2710.00%2 00.0% — 不变
IP INTERNATIONAL PAPER CO $2670.00%7 7— $267 新建仓
AMCR AMCOR PLC $2610.00%6 6— $261 新建仓
KHC KRAFT HEINZ CO $2600.00%11 -191-94.6% -$4,515 重新持有
EXPE EXPEDIA GROUP INC $2560.00%1 -9-90.0% -$2,304 减仓
FSLR FIRST SOLAR INC $2360.00%1 1— $236 新建仓
DVA DAVITA INC $2230.00%1 1— $223 新建仓
SIRI SIRIUSXM HOLDINGS INC $2070.00%7 00.0% — 不变
GEN GEN DIGITAL INC $2000.00%8 -66-89.2% -$1,650 减仓
DECK DECKERS OUTDOOR CORP $1990.00%2 -5-71.4% -$498 减仓
HUBS HUBSPOT INC $1830.00%1 00.0% — 不变
APH AMPHENOL CORP $1770.00%1 -60-98.4% -$1.06万 减仓
— STEREOTAXIS INC $1720.00%100 00.0% — 不变
UDR UDR INC $1600.00%4 00.0% — 不变
MKC MCCORMICK & CO INC $1520.00%3 -10-76.9% -$507 重新持有
COO COOPER COS INC $1440.00%2 -5-71.4% -$360 减仓
ALLE ALLEGION PLC $1410.00%1 -8-88.9% -$1,128 减仓
BXP BXP INC $1350.00%2 -26-92.9% -$1,755 减仓
LEN LENNAR CORP $910.00%1 -13-92.9% -$1,183 重新持有
ZM ZOOM COMMUNICATIONS INC $870.00%1 00.0% — 不变
MAT MATTEL INC $840.00%6 00.0% — 不变
BF/B BROWN FORMAN CORP $540.00%2 2— $54 新建仓
SW SMURFIT WESTROCK PLC $470.00%1 1— $47 新建仓
URA GLOBAL X FDS $440.00%1 00.0% — 不变
CMCSA COMCAST CORP NEW $280.00%1 -180-99.4% -$5,040 减仓
MPT MEDICAL PROPERTIES TRUST INC $140.00%3 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $30.00%0 0— -$3 清仓
— OPENDOOR TECHNOLOGIES INC $20.00%3 00.0% — 不变
LQD ISHARES TR $10.00%0 0— -$1 清仓
— OPENDOOR TECHNOLOGIES INC $10.00%3 00.0% — 不变
IHI ISHARES TR $10.00%0 0— -$1 清仓
— OPENDOOR TECHNOLOGIES INC $10.00%3 00.0% — 不变
HPQ HP INC $00.00%0 -27,813-100.0% -$54.24万 清仓
MUNI PIMCO ETF TR $00.00%0 -9,606-100.0% -$50.13万 清仓
FIX COMFORT SYS USA INC $00.00%0 -23-100.0% -$3.17万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -61-100.0% -$2.93万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -181-100.0% -$2.60万 清仓
USFD US FOODS HLDG CORP $00.00%0 -277-100.0% -$2.55万 清仓
SGI SOMNIGROUP INTERNATIONAL INC $00.00%0 -341-100.0% -$2.52万 清仓
MUSA MURPHY USA INC $00.00%0 -48-100.0% -$2.37万 清仓
FTI TECHNIPFMC PLC $00.00%0 -341-100.0% -$2.36万 清仓
AX AXOS FINANCIAL INC $00.00%0 -264-100.0% -$2.25万 清仓
ULS UL SOLUTIONS INC $00.00%0 -262-100.0% -$2.25万 清仓
FSS FEDERAL SIGNAL CORP $00.00%0 -200-100.0% -$2.16万 清仓
WWD WOODWARD INC $00.00%0 -59-100.0% -$2.11万 清仓
FERG FERGUSON ENTERPRISES INC $00.00%0 -87-100.0% -$2.04万 清仓
OSIS OSI SYSTEMS INC $00.00%0 -69-100.0% -$1.83万 清仓
PATK PATRICK INDS INC $00.00%0 -163-100.0% -$1.81万 清仓
FSV FIRSTSERVICE CORP NEW $00.00%0 -127-100.0% -$1.77万 清仓
DSGX DESCARTES SYS GROUP INC $00.00%0 -243-100.0% -$1.74万 清仓
CIGI COLLIERS INTL GROUP INC $00.00%0 -158-100.0% -$1.69万 清仓
CACI CACI INTL INC $00.00%0 -31-100.0% -$1.69万 清仓
HEI/A HEICO CORP NEW $00.00%0 -78-100.0% -$1.65万 清仓
OMF ONEMAIN HLDGS INC $00.00%0 -303-100.0% -$1.62万 清仓
— TOPBUILD COR $00.00%0 -45-100.0% -$1.58万 清仓
CWST CASELLA WASTE SYS INC $00.00%0 -198-100.0% -$1.57万 清仓
— EA SERIES TRUST $00.00%0 -479-100.0% -$1.54万 清仓
RLI RLI CORP $00.00%0 -266-100.0% -$1.52万 清仓
ADUS ADDUS HOMECARE CORP $00.00%0 -160-100.0% -$1.50万 清仓
IYF ISHARES TR $00.00%0 -127-100.0% -$1.49万 清仓
ESI ELEMENT SOLUTIONS INC $00.00%0 -399-100.0% -$1.36万 清仓