Clark Wealth Partners 13F 持仓 · 2026年Q2
Clark Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 568 只证券，申报市值合计 1.77 亿美元。前几大持仓：QQQM（12.29%）、SCHG（11.35%）、XSMO（9.49%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQM | INVESCO EXCH TRADED FD TR II | $21.8M | 12.29% | 71,872 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $20.1M | 11.35% | 594,282 | 增持 |
| 3 | XSMO | INVESCO EXCHANGE TRADED FD T | $16.8M | 9.49% | 179,445 | 减持 |
| 4 | FDVV | FIDELITY COVINGTON TRUST | $14.4M | 8.14% | 239,160 | 减持 |
| 5 | IDMO | INVESCO EXCH TRADED FD TR II | $14.4M | 8.14% | 239,167 | 增持 |
| 6 | PULS | PGIM ETF TR | $11.3M | 6.39% | 227,663 | 增持 |
| 7 | AVDE | AMERICAN CENTY ETF TR | $8.3M | 4.67% | 92,818 | 减持 |
| 8 | XMHQ | INVESCO EXCHANGE TRADED FD T | $7.5M | 4.25% | 66,614 | 减持 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.1M | 2.90% | 90,809 | 增持 |
| 10 | GRNY | TIDAL TRUST I | $4.9M | 2.76% | 176,748 | 增持 |
| 11 | XLK | SELECT SECTOR SPDR TR | $3.1M | 1.74% | 16,132 | 增持 |
| 12 | PVAL | PUTNAM ETF TRUST | $2.7M | 1.52% | 52,727 | 增持 |
| 13 | MMIT | NEW YORK LIFE INVTS ACTIVE E | $2.6M | 1.46% | 105,631 | 增持 |
| 14 | BUFR | FIRST TR EXCHNG TRADED FD VI | $1.7M | 0.94% | 45,560 | 增持 |
| 15 | SCHD | SCHWAB STRATEGIC TR | $1.7M | 0.93% | 52,140 | 减持 |
| 16 | AVGO | BROADCOM INC | $1.4M | 0.77% | 3,630 | 减持 |
| 17 | AAPL | APPLE INC | $1.3M | 0.76% | 4,664 | 增持 |
| 18 | MSFT | MICROSOFT CORP | $1.3M | 0.74% | 3,504 | 增持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.3M | 0.71% | 2,524 | 增持 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | $1.2M | 0.70% | 4,399 | 减持 |
| 21 | AVUV | AMERICAN CENTY ETF TR | $1.2M | 0.68% | 9,701 | 增持 |
| 22 | GLD | SPDR GOLD TR | $1.2M | 0.68% | 3,276 | 减持 |
| 23 | BAC | BANK OF AMER CORP | $1.2M | 0.66% | 20,441 | 减持 |
| 24 | MCD | MCDONALDS CORP | $1.1M | 0.63% | 4,140 | 减持 |
| 25 | AMZN | AMAZON COM INC | $1.1M | 0.60% | 4,428 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR