Clark Wealth Partners
- SEC CIK
- 0002107657
- 最新申報
- 2026/7/28
2024 年第 4 季持倉
持倉截至 2024/12/31，2026/2/4 申報。只含多頭部位。
- 持股檔數
- 528
- 2024 年第 3 季沒有申報
- 總值
- $1.29 億
- 2024 年第 3 季沒有申報
Clark Wealth Partners 沒有申報 2024 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab US Dividend Equity ETF808524797 | ETF | 590,137 | $1,612 萬 | 12.5% | – | – | – |
| Pacer US Cash Cows 100 ETF69374H881 | ETF | 234,393 | $1,324 萬 | 10.3% | – | – | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 133,464 | $1,314 萬 | 10.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 319,290 | $1,298 萬 | 10.1% | – | – | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 346,455 | $1,204 萬 | 9.3% | – | – | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 305,735 | $852.1 萬 | 6.6% | – | – | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 38,178 | $803.5 萬 | 6.2% | – | – | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 110,253 | $546.3 萬 | 4.2% | – | – | – |
| GLDSPDR Gold Trust | ETF | 15,554 | $376.6 萬 | 2.9% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 64,592 | $371.6 萬 | 2.9% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 21,870 | $222.0 萬 | 1.7% | – | – | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 86,696 | $208.2 萬 | 1.6% | – | – | – |
| MCDMcDonalds Corp | Stock | 4,419 | $128.1 萬 | 1.0% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,449 | $111.0 萬 | 0.9% | – | – | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,798 | $105.5 萬 | 0.8% | – | – | 歷史 |
| AEEAmeren Corp | COM | 11,661 | $103.9 萬 | 0.8% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 4,031 | $100.9 萬 | 0.8% | – | – | 歷史 |
| TPRTapestry, Inc. | COM | 15,266 | $99.7 萬 | 0.8% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 36,326 | $99.5 萬 | 0.8% | – | – | 歷史 |
| BACBank of America Corp | Stock | 22,613 | $99.4 萬 | 0.8% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 3,645 | $87.6 萬 | 0.7% | – | – | – |
| SNASnap-on Inc | COM | 2,468 | $83.8 萬 | 0.7% | – | – | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,607 | $78.1 萬 | 0.6% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,841 | $71.6 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 3,999 | $71.1 萬 | 0.6% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 3,712 | $69.6 萬 | 0.5% | – | – | 歷史 |
| BBYBest Buy Co Inc | Stock | 8,018 | $68.8 萬 | 0.5% | – | – | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,910 | $67.5 萬 | 0.5% | – | – | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,508 | $66.1 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,124 | $63.0 萬 | 0.5% | – | – | 歷史 |
| EOGEOG Resources Inc | Stock | 4,962 | $60.8 萬 | 0.5% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,433 | $60.4 萬 | 0.5% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 5,881 | $58.5 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,644 | $58.0 萬 | 0.5% | – | – | 歷史 |
| MDTMedtronic plc | Stock | 6,936 | $55.4 萬 | 0.4% | – | – | 歷史 |
| HSYHershey Co | COM | 2,423 | $41.0 萬 | 0.3% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 2,828 | $38.0 萬 | 0.3% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 741 | $37.9 萬 | 0.3% | – | – | – |
| PFEPfizer Inc | Stock | 13,828 | $36.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 616 | $33.2 萬 | 0.3% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 1,322 | $30.7 萬 | 0.2% | – | – | – |
| iShares Tr46436E502 | US TECH BRKTHR | 5,325 | $28.3 萬 | 0.2% | – | – | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,743 | $22.8 萬 | 0.2% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 166 | $15.3 萬 | 0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,373 | $14.8 萬 | 0.1% | – | – | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 245 | $14.4 萬 | 0.1% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 5,080 | $14.1 萬 | 0.1% | – | – | – |
| ASMLASML Holding NV | ADR | 200 | $13.9 萬 | 0.1% | – | – | 歷史 |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 2,500 | $12.7 萬 | 0.1% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 333 | $12.1 萬 | 0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 460 | $11.0 萬 | 0.1% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 179 | $10.5 萬 | 0.1% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 538 | $10.2 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 301 | $9.51 萬 | 0.1% | – | – | 歷史 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,021 | $9.33 萬 | 0.1% | – | – | – |
| iShares Tr464288760 | US AER DEF ETF | 603 | $8.77 萬 | 0.1% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 159 | $8.04 萬 | 0.1% | – | – | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,581 | $8.02 萬 | 0.1% | – | – | – |
| INTUIntuit Inc. | Stock | 126 | $7.94 萬 | 0.1% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 321 | $7.68 萬 | 0.1% | – | – | 歷史 |
| PSXPhillips 66 | Stock | 673 | $7.67 萬 | 0.1% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 1,786 | $7.14 萬 | 0.1% | – | – | 歷史 |
| Ea Series Trust02072L839 | ARGENT MID CAP | 1,992 | $6.80 萬 | 0.1% | – | – | – |
| TSLATesla, Inc. | Stock | 156 | $6.30 萬 | <0.1% | – | – | 歷史 |
| DEDeere & Co | Stock | 148 | $6.27 萬 | <0.1% | – | – | 歷史 |
| CPRTCopart Inc | COM | 1,026 | $5.89 萬 | <0.1% | – | – | 歷史 |
| FTNTFortinet, Inc. | Stock | 595 | $5.62 萬 | <0.1% | – | – | 歷史 |
| FICOFair Isaac Corp | COM | 26 | $5.18 萬 | <0.1% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 1,014 | $5.12 萬 | <0.1% | – | – | – |
| CRMSalesforce, Inc. | Stock | 151 | $5.06 萬 | <0.1% | – | – | 歷史 |
| CTASCintas Corp | Stock | 273 | $4.99 萬 | <0.1% | – | – | 歷史 |
| CBZCBIZ, Inc. | COM | 590 | $4.83 萬 | <0.1% | – | – | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 84 | $4.78 萬 | <0.1% | – | – | 歷史 |
| HLIHoulihan Lokey, Inc. | CL A | 275 | $4.78 萬 | <0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 248 | $4.72 萬 | <0.1% | – | – | 歷史 |
| VCTRVictory Capital Holdings, Inc. | COM CL A | 705 | $4.61 萬 | <0.1% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 507 | $4.58 萬 | <0.1% | – | – | 歷史 |
| LPLALPL Financial Holdings Inc. | COM | 140 | $4.57 萬 | <0.1% | – | – | 歷史 |
| BLDRBuilders FirstSource, Inc. | Stock | 311 | $4.45 萬 | <0.1% | – | – | 歷史 |
| ITGartner Inc | COM | 87 | $4.21 萬 | <0.1% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 631 | $4.17 萬 | <0.1% | – | – | – |
| VanEck Semiconductor ETF92189F676 | ETF | 172 | $4.17 萬 | <0.1% | – | – | – |
| MEDPMedpace Holdings, Inc. | COM | 125 | $4.15 萬 | <0.1% | – | – | 歷史 |
| DSGXDescartes Systems Group Inc | COM | 365 | $4.15 萬 | <0.1% | – | – | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 424 | $4.09 萬 | <0.1% | – | – | – |
| GDDYGoDaddy Inc. | CL A | 207 | $4.09 萬 | <0.1% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 243 | $4.07 萬 | <0.1% | – | – | 歷史 |
| MUSAMurphy USA Inc. | COM | 80 | $4.01 萬 | <0.1% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 540 | $4.00 萬 | <0.1% | – | – | 歷史 |
| NSCNorfolk Southern Corp | Stock | 170 | $3.99 萬 | <0.1% | – | – | 歷史 |
| TFIITFI International Inc. | COM | 280 | $3.78 萬 | <0.1% | – | – | 歷史 |
| Vanguard Energy ETF92204A306 | ETF | 310 | $3.76 萬 | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 630 | $3.73 萬 | <0.1% | – | – | 歷史 |
| BABoeing Co | Stock | 207 | $3.66 萬 | <0.1% | – | – | 歷史 |
| OMFOneMain Holdings, Inc. | COM | 695 | $3.62 萬 | <0.1% | – | – | 歷史 |
| ARCCAres Capital Corp | CEF | 1,624 | $3.55 萬 | <0.1% | – | – | 歷史 |
| AFGAmerican Financial Group Inc | COM | 255 | $3.49 萬 | <0.1% | – | – | 歷史 |
| FSVFirstService Corp | COM | 190 | $3.44 萬 | <0.1% | – | – | 歷史 |
| ROPRoper Technologies Inc | Stock | 66 | $3.43 萬 | <0.1% | – | – | 歷史 |
| AAgilent Technologies, Inc. | COM | 255 | $3.43 萬 | <0.1% | – | – | 歷史 |