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Clark Wealth Partners · 13F 持仓分析
期权收益计算器 机构排行

Clark Wealth Partners

No.7569 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.77亿
环比变动 Q1 2026
+$2,824.2万+19.0%
持仓股票数
568
新买入
52
加仓
150
减仓
139
清仓
80
持股不变
227
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
I景顺·NASDAQ 100 ETFQQQM
12.29%11.41%$2,177.5万7.2万股$1,699.2万7.2万股+362股+0.51%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
11.35%11.36%$2,011.1万59.4万股$1,690.7万58.0万股+1.4万股+2.39%加仓
I景顺交易所交易基金信托XSMO
9.49%9.58%$1,680.1万17.9万股$1,426.3万18.8万股-8,174股-4.36%减仓
I景顺·S&PIDMO
8.14%8.69%$1,441.9万23.9万股$1,293.8万23.6万股+3,248股+1.38%加仓
F富达Covington信托FDVV
8.14%9.87%$1,441.9万23.9万股$1,470.0万26.6万股-2.7万股-10.13%减仓
PPGIM ULTRAPULS
6.39%7.03%$1,131.8万22.8万股$1,047.2万21.1万股+1.7万股+8.00%加仓
AVANTIS INTLNGG
4.67%5.83%$827.9万9.3万股$868.6万10.2万股-9,564股-9.34%减仓
I景顺·S&P MIDCAP QUALITY ETFXMHQ
4.25%5.17%$751.9万6.7万股$770.1万7.4万股-7,885股-10.58%减仓
J摩根大通交易所交易基金JEPI
2.9%3.16%$512.9万9.1万股$470.1万8.3万股+7,871股+9.49%加仓
FFUNDSTRAT GRANNYGRNY
2.76%0.16%$488.7万17.7万股$23.4万9,816股+16.7万股+1,700.61%加仓
SSPDR行业精选信托XLK
1.74%0.27%$307.3万1.6万股$39.8万2,993股+1.3万股+438.99%加仓
PPUTNAM ETF TRUSTPVAL
1.52%0.17%$268.6万5.3万股$25.8万5,554股+4.7万股+849.35%加仓
NNYLI MACKAY MUNI INTERMEDIATE ETFMMIT
1.46%1.55%$258.0万10.6万股$230.4万9.5万股+1.0万股+10.84%加仓
FIRST INTST BANCSYSTEMFIBK
0.94%0.93%$166.4万4.6万股$138.8万4.1万股+4,464股+10.86%加仓
S嘉信策略信托SCHD
0.93%1.08%$165.3万5.2万股$160.2万5.2万股-82股-0.16%减仓
博通AVGO
0.77%0.77%$137.1万3,630股$114.2万3,690股-60股-1.63%减仓
苹果AAPL
0.76%0.76%$135.0万4,664股$113.9万4,486股+178股+3.97%加仓
微软MSFT
0.74%0.38%$130.7万3,504股$56.9万1,536股+1,968股+128.13%加仓
伯克希尔哈撒韦BRK.B
0.71%0.79%$126.3万2,524股$117.6万2,454股+70股+2.85%加仓
IIBMIBM
0.7%0.75%$123.7万4,399股$111.5万4,598股-199股-4.33%减仓
AAvantis·U SAVUV
0.68%0.07%$121.0万9,701股$10.6万959股+8,742股+911.57%加仓
SSPDR黄金信托GLD
0.68%0.95%$120.7万3,276股$141.5万3,287股-11股-0.33%减仓
BBANK OF AMERBAC
0.66%0.68%$116.5万2.0万股$100.6万2.1万股-187股-0.91%减仓
麦当劳MCD
0.63%0.87%$111.9万4,140股$129.0万4,149股-9股-0.22%减仓
亚马逊AMZN
0.6%0.37%$105.5万4,428股$55.2万2,651股+1,777股+67.03%加仓
F第一信托交易所交易基金FYC
0.58%0.07%$103.0万7,732股$10.7万967股+6,765股+699.59%加仓
艾伯维ABBV
0.58%0.6%$102.1万4,056股$89.2万4,103股-47股-1.15%减仓
实耐宝SNA
0.55%0.6%$97.2万2,416股$89.4万2,461股-45股-1.83%减仓
V先锋领航指数基金VB
0.51%0.53%$90.7万2,992股$78.4万2,992股00.00%持仓不变
通用动力GD
0.49%0.57%$86.1万2,431股$84.8万2,470股-39股-1.58%减仓
IiShares安硕信托IVW
0.48%0.47%$84.5万6,143股$69.9万6,183股-40股-0.65%减仓
洛克希德马丁LMT
0.47%0.67%$82.5万1,620股$99.2万1,641股-21股-1.28%减仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
0.46%<0.01%$81.7万1.6万股$88615股+1.6万股+106,606.67%加仓
伊顿ETN
0.46%0.47%$81.1万1,903股$70.1万1,959股-56股-2.86%减仓
GGlobal X基金AIQ
0.45%0.38%$80.5万1.2万股$57.2万1.2万股00.00%持仓不变
PPROFESIONALLY MANAGED PORTFOAKRE
0.43%0.51%$76.9万1.4万股$76.4万1.4万股00.00%持仓不变
英伟达NVDA
0.43%0.44%$76.8万3,836股$64.9万3,719股+117股+3.15%加仓
AAMEREN COMDHS
0.42%0.5%$75.1万6,642股$73.9万6,720股-78股-1.16%减仓
林德LIN
0.42%0.48%$73.9万1,423股$71.5万1,443股-20股-1.39%减仓
V先锋领航指数基金VOO
0.39%0.41%$69.6万1,013股$61.0万1,021股-8股-0.78%减仓
美敦力MDT
0.38%0.51%$67.4万8,533股$76.2万8,728股-195股-2.23%减仓
Meta平台META
0.38%0.45%$67.2万1,192股$67.6万1,182股+10股+0.85%加仓
默沙东MRK
0.37%0.43%$66.2万5,121股$64.1万5,289股-168股-3.18%减仓
康菲石油COP
0.35%0.53%$61.6万5,928股$79.5万6,024股-96股-1.59%减仓
I景顺QQQ信托VOO
0.31%0.29%$55.3万750股$43.3万750股00.00%持仓不变
可口可乐KO
0.26%0.3%$46.0万5,626股$44.0万5,741股-115股-2.00%减仓
礼来LLY
0.24%0.21%$42.3万353股$31.5万343股+10股+2.92%加仓
阿斯麦ASML
0.22%0.18%$39.8万200股$26.4万200股00.00%持仓不变
卡特彼勒CAT
0.2%0.16%$35.5万334股$23.6万333股+1股+0.30%加仓
谷歌AGOOGL
0.18%0.14%$32.5万911股$20.4万709股+202股+28.49%加仓

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