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
— OPENDOOR TECHNOLOGIES INC $10.00%3 00.0% — 不变
LQD ISHARES TR $10.00%0 0— — 清仓
IHI ISHARES TR $10.00%0 0— — 清仓
BF/B BROWN FORMAN CORP $10.00%0 —— — 申报中断
JNK SPDR SERIES TRUST $00.00%0 -942-100.0% -$9.16万 清仓
ARCC ARES CAPITAL CORP $00.00%0 -1,624-100.0% -$3.29万 清仓
HTGC HERCULES CAPITAL INC $00.00%0 -1,046-100.0% -$1.97万 清仓
MANH MANHATTAN ASSOCIATES INC $00.00%0 -101-100.0% -$1.75万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -80-100.0% -$1.56万 清仓
BLDR BUILDERS FIRSTSOURCE INC $00.00%0 -145-100.0% -$1.49万 清仓
BIDU BAIDU INC $00.00%0 -100-100.0% -$1.31万 清仓
IGV ISHARES TR $00.00%0 -102-100.0% -$1.08万 清仓
BMI BADGER METER INC $00.00%0 -52-100.0% -$9,069 清仓
KNSL KINSALE CAP GROUP INC $00.00%0 -20-100.0% -$7,822 清仓
DHR DANAHER CORPORATION $00.00%0 —— — 申报中断
LVS LAS VEGAS SANDS CORP $00.00%0 -100-100.0% -$6,533 清仓
AOS SMITH A O CORP $00.00%0 -95-100.0% -$6,354 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -95-100.0% -$6,024 清仓
KD KYNDRYL HLDGS INC $00.00%0 -200-100.0% -$5,312 清仓
KHC KRAFT HEINZ CO $00.00%0 —— — 申报中断
NWSA NEWS CORP NEW $00.00%0 -170-100.0% -$4,440 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 —— — 申报中断
TEL TE CONNECTIVITY PLC $00.00%0 —— — 申报中断
— DIGINEX LTD $00.00%0 -807-100.0% -$3,365 清仓
VEEV VEEVA SYS INC $00.00%0 —— — 申报中断
CPRT COPART INC $00.00%0 —— — 申报中断
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 —— — 申报中断
PODD INSULET CORP $00.00%0 -8-100.0% -$2,274 清仓
LAR LITHIUM ARGENTINA AG $00.00%0 -376-100.0% -$2,098 清仓
MHK MOHAWK INDS INC $00.00%0 -18-100.0% -$1,967 清仓
UHS UNIVERSAL HLTH SVCS INC $00.00%0 -9-100.0% -$1,962 清仓
TLH ISHARES TR $00.00%0 -19-100.0% -$1,932 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 —— — 申报中断
IAU ISHARES GOLD TR $00.00%0 -23-100.0% -$1,867 清仓
DKNG DRAFTKINGS INC NEW $00.00%0 -52-100.0% -$1,792 清仓
LAC LITHIUM AMERS CORP NEW $00.00%0 -376-100.0% -$1,639 清仓
XYL XYLEM INC $00.00%0 -12-100.0% -$1,634 清仓
IVZ INVESCO LTD $00.00%0 -58-100.0% -$1,524 清仓
— DAYFORCE INC $00.00%0 -21-100.0% -$1,452 清仓
LEN LENNAR CORP $00.00%0 —— — 申报中断
IAGG ISHARES TR $00.00%0 -28-100.0% -$1,400 清仓
— AVALONBAY CMNTYS INC $00.00%0 —— — 申报中断
RVTY REVVITY INC $00.00%0 -12-100.0% -$1,161 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 -11-100.0% -$1,126 清仓
GPN GLOBAL PMTS INC $00.00%0 -12-100.0% -$929 清仓
MKC MCCORMICK & CO INC $00.00%0 —— — 申报中断
DPZ DOMINOS PIZZA INC $00.00%0 -2-100.0% -$834 清仓
INVH INVITATION HOMES INC $00.00%0 -28-100.0% -$778 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -25-100.0% -$732 清仓
AVY AVERY DENNISON CORP $00.00%0 -4-100.0% -$728 清仓
EPAM EPAM SYS INC $00.00%0 -3-100.0% -$615 清仓
AXP AMERICAN EXPRESS CO $00.00%0 —— — 申报中断
CBSH COMMERCE BANCSHARES INC $00.00%0 -3-100.0% -$157 清仓
BALL BALL CORP $00.00%0 -2-100.0% -$106 清仓
DKS DICKS SPORTING GOODS INC $00.00%0 0— -$58 清仓
OXY OCCIDENTAL PETE CORP $00.00%0 0— — 清仓