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Livermore
Livermore
中文EN

Clark Wealth Partners

SEC CIK
0002107657
最新申報
2026/7/28

2025 年第 1 季持倉

持倉截至 2025/3/31，2026/2/4 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。

機構總覽
持股檔數
527
較 2024 年第 4 季 −1
總值
$1.35 億
較 2024 年第 4 季 +$599.7 萬 (+4.7%)
申報日
2026/2/4
SEC
Clark Wealth Partners 在 2025 年第 1 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Pgim ETF Tr69344A107PGIM ULTRA SH BD411,838$2,048 萬15.2%+301,585+273.5%加碼–
Schwab US Dividend Equity ETF808524797ETF568,648$1,590 萬11.8%−21,489−3.6%減碼–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT298,576$1,319 萬9.8%−20,714−6.5%減碼–
iShares Tr46434V803HDG MSCI EAFE335,262$1,217 萬9.0%−11,193−3.2%減碼–
Pacer US Cash Cows 100 ETF69374H881ETF168,088$920.4 萬6.8%−66,305−28.3%減碼–
Invesco Nasdaq 100 ETF46138G649ETF39,475$761.9 萬5.6%+1,297+3.4%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF302,766$758.1 萬5.6%−2,969−1.0%減碼–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY55,694$509.8 萬3.8%−77,770−58.3%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM78,656$449.4 萬3.3%+14,064+21.8%加碼–
GLDSPDR Gold TrustETF14,003$403.5 萬3.0%−1,551−10.0%減碼歷史
iShares S&P 500 Growth ETF464287309ETF22,604$209.8 萬1.6%+734+3.4%加碼–
New York Life Invts Active E45409F827MACKAY MUN INTER86,199$206.6 萬1.5%−497−0.6%減碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF62,110$184.4 萬1.4%+62,110新進–
MCDMcDonalds CorpStock4,422$138.1 萬1.0%+3+0.1%加碼歷史
BRK.BBerkshire Hathaway IncStock2,450$130.5 萬1.0%+10.0%加碼歷史
AEEAmeren CorpCOM11,439$114.8 萬0.9%−222−1.9%減碼歷史
IBMInternational Business Machines CorpStock4,601$114.4 萬0.8%−197−4.1%減碼歷史
AAPLApple Inc.Stock4,656$103.4 萬0.8%+625+15.5%加碼歷史
KMIKinder Morgan, Inc.Stock35,018$99.9 萬0.7%−1,308−3.6%減碼歷史
BACBank of America CorpStock22,634$94.5 萬0.7%+21+0.1%加碼歷史
ABBVAbbVie Inc.Stock3,947$82.7 萬0.6%−52−1.3%減碼歷史
SNASnap-on IncCOM2,435$82.1 萬0.6%−33−1.3%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF3,648$80.9 萬0.6%+3+0.1%加碼–
LMTLockheed Martin CorpStock1,710$76.4 萬0.6%+103+6.4%加碼歷史
EOGEOG Resources IncStock5,828$74.7 萬0.6%+866+17.5%加碼歷史
KOCoca Cola CoStock10,255$73.4 萬0.5%+131+1.3%加碼歷史
GDGeneral Dynamics CorpStock2,591$70.6 萬0.5%+83+3.3%加碼歷史
TXNTexas Instruments IncStock3,877$69.7 萬0.5%+165+4.4%加碼歷史
HDHome Depot, Inc.Stock1,866$68.4 萬0.5%+25+1.4%加碼歷史
MDTMedtronic plcStock7,585$68.2 萬0.5%+649+9.4%加碼歷史
AVGOBroadcom Inc.Stock3,808$63.8 萬0.5%+898+30.9%加碼歷史
Vanguard S&P 500 ETF922908363ETF1,171$60.2 萬0.4%+555+90.1%加碼–
GOOGLAlphabet Inc.Stock3,759$58.1 萬0.4%+3,221+598.7%加碼歷史
MSFTMicrosoft CorpStock1,509$56.7 萬0.4%+76+5.3%加碼歷史
MRKMerck & Co., Inc.Stock6,231$55.9 萬0.4%+350+6.0%加碼歷史
AMZNAmazon Com IncStock2,797$53.2 萬0.4%+153+5.8%加碼歷史
iShares Core S&P 500 ETF464287200ETF666$37.4 萬0.3%+666新進–
PFEPfizer IncStock14,068$35.6 萬0.3%+240+1.7%加碼歷史
Invesco QQQ Trust Series I46090E103ETF741$34.8 萬0.3%00.0%不變–
NVDANVIDIA CorpStock2,749$29.8 萬0.2%−79−2.8%減碼歷史
State Street Technology Select Sector SPDR ETF81369Y803ETF1,334$27.6 萬0.2%+12+0.9%加碼–
iShares Tr46436E502US TECH BRKTHR5,185$25.4 萬0.2%−140−2.6%減碼–
Schwab U.S. Large-Cap Value ETF808524409ETF8,781$23.3 萬0.2%+38+0.4%加碼–
iShares MSCI USA Quality Factor ETF46432F339ETF1,178$20.1 萬0.1%+1,178新進–
Vanguard Ftse Developed Markets ETF921943858ETF3,409$17.3 萬0.1%+3,295+2,890.4%加碼–
XOMExxonMobil Holdings CorpCOM1,375$16.4 萬0.1%+2+0.1%加碼歷史
COSTCostco Wholesale CorpStock167$15.8 萬0.1%+1+0.6%加碼歷史
BlackRock ETF Trust09290C103ISHARES US EQUIT3,227$15.7 萬0.1%+3,227新進–
Vanguard Total International Bond ETF92203J407ETF3,032$14.8 萬0.1%+3,019+23,223.1%加碼–
Vanguard Short-Term Bond ETF921937827ETF1,799$14.1 萬0.1%+1,799新進–
SPYSPDR S&P 500 ETF TrustETF246$13.7 萬0.1%+1+0.4%加碼歷史
iShares S&P 500 Value ETF464287408ETF716$13.6 萬0.1%+716新進–
ASMLASML Holding NVADR200$13.3 萬0.1%00.0%不變歷史
MOAltria Group, Inc.Stock2,086$12.5 萬0.1%+2,000+2,325.6%加碼歷史
iShares Tr464288877EAFE VALUE ETF2,007$11.8 萬0.1%+2,007新進–
JPMJPMorgan Chase & CoStock462$11.3 萬0.1%+2+0.4%加碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT2,500$11.2 萬0.1%00.0%不變歷史
VVisa Inc.Stock303$10.6 萬0.1%+2+0.7%加碼歷史
CATCaterpillar IncStock316$10.4 萬0.1%−17−5.1%減碼歷史
METAMeta Platforms, Inc.Stock174$10.0 萬0.1%−5−2.8%減碼歷史
iShares Tr46434V613CORE UNIVRSL USD2,063$9.51 萬0.1%+2,063新進–
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,028$9.43 萬0.1%+7+0.7%加碼–
iShares Tr464288760US AER DEF ETF604$9.25 萬0.1%+1+0.2%加碼–
PGRProgressive CorpStock320$9.05 萬0.1%−1−0.3%減碼歷史
UNHUnitedHealth Group IncStock171$8.98 萬0.1%+12+7.5%加碼歷史
DEDeere & CoStock187$8.76 萬0.1%+39+26.4%加碼歷史
PSXPhillips 66Stock700$8.65 萬0.1%+27+4.0%加碼歷史
VZVerizon Communications IncStock1,800$8.17 萬0.1%+14+0.8%加碼歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL1,593$8.10 萬0.1%+12+0.8%加碼–
Ea Series Trust02072L839ARGENT MID CAP2,403$7.57 萬0.1%+411+20.6%加碼–
iShares Tr464288885EAFE GRWTH ETF724$7.24 萬0.1%+724新進–
Vanguard Mortgage-Backed Securities ETF92206C771ETF1,532$7.09 萬0.1%+1,532新進–
INTUIntuit Inc.Stock113$6.91 萬0.1%−13−10.3%減碼歷史
Vanguard Intermediate-Term Bond ETF921937819ETF896$6.86 萬0.1%+896新進–
Vanguard BD Index FDS921937793LONG TERM BOND940$6.62 萬<0.1%+933+13,328.6%加碼–
Vanguard Ftse Emerging Markets ETF922042858ETF1,458$6.60 萬<0.1%+1,415+3,290.7%加碼–
Putnam ETF Trust746729300FOCUSED LAR CAP1,730$6.59 萬<0.1%+1,730新進–
ROPRoper Technologies IncStock105$6.19 萬<0.1%+39+59.1%加碼歷史
iShares Tr464287721U.S. TECH ETF424$5.95 萬<0.1%+424新進–
CPRTCopart IncCOM1,026$5.81 萬<0.1%00.0%不變歷史
FTNTFortinet, Inc.Stock596$5.74 萬<0.1%+1+0.2%加碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF1,057$5.70 萬<0.1%+1,057新進–
iShares Inc46434G764MSCI EMRG CHN1,031$5.68 萬<0.1%+1,031新進–
CRMSalesforce, Inc.Stock210$5.62 萬<0.1%+59+39.1%加碼歷史
PGProcter & Gamble CoStock323$5.51 萬<0.1%+80+32.9%加碼歷史
iShares Tr46434V860TRS FLT RT BD1,021$5.17 萬<0.1%+7+0.7%加碼–
iShares MSCI USA Momentum Factor ETF46432F396ETF246$4.97 萬<0.1%+246新進–
HCAHCA Healthcare, Inc.COM142$4.91 萬<0.1%+142新進歷史
iShares S&P 100 ETF464287101ETF181$4.90 萬<0.1%+181新進–
FICOFair Isaac CorpCOM26$4.79 萬<0.1%00.0%不變歷史
TSLATesla, Inc.Stock177$4.59 萬<0.1%+21+13.5%加碼歷史
GSGoldman Sachs Group IncStock84$4.58 萬<0.1%00.0%不變歷史
LPLALPL Financial Holdings Inc.COM140$4.58 萬<0.1%00.0%不變歷史
CBZCBIZ, Inc.COM590$4.48 萬<0.1%00.0%不變歷史
WMTWalmart Inc.Stock507$4.45 萬<0.1%00.0%不變歷史
HLIHoulihan Lokey, Inc.CL A275$4.44 萬<0.1%00.0%不變歷史
CSCOCisco Systems, Inc.Stock712$4.39 萬<0.1%+82+13.0%加碼歷史
SCHWSchwab Charles CorpStock542$4.24 萬<0.1%+2+0.4%加碼歷史
CTASCintas CorpStock202$4.15 萬<0.1%−71−26.0%減碼歷史
VCTRVictory Capital Holdings, Inc.COM CL A705$4.08 萬<0.1%00.0%不變歷史

2024 年第 4 季之後清倉（93 檔）

2024 年第 4 季季末還持有、這份申報已經沒有的部位。

Clark Wealth Partners 在 2024 年第 4 季之後清倉的部位
證券類別2024 年第 4 季股數2024 年第 4 季市值2024 年第 4 季佔組合 %紀錄
Schwab U.S. Mid-Cap ETF808524508ETF5,080$14.1 萬0.1%–
TFIITFI International Inc.COM280$3.78 萬<0.1%歷史
AFGAmerican Financial Group IncCOM255$3.49 萬<0.1%歷史
MOHMolina Healthcare, Inc.COM75$2.18 萬<0.1%歷史
EXPOExponent IncCOM155$1.38 萬<0.1%歷史
NOWServiceNow, Inc.Stock11$1.17 萬<0.1%歷史
AMDAdvanced Micro Devices IncStock92$1.11 萬<0.1%歷史
ANETArista Networks, Inc.Stock96$1.06 萬<0.1%歷史
Vanguard High Dividend Yield Index ETF921946406ETF65$8,293<0.1%–
HPEHewlett Packard Enterprise CoCOM361$7,707<0.1%歷史
DHRDanaher CorpStock32$7,346<0.1%歷史
ETNEaton Corp plcStock22$7,301<0.1%歷史
LOWLowes Companies IncStock29$7,157<0.1%歷史
SJMJ M SMUCKER CoStock64$7,048<0.1%歷史
BXBlackstone Inc.COM40$6,897<0.1%歷史
AMATApplied Materials IncStock42$6,830<0.1%歷史
iShares Core High Dividend ETF46429B663ETF54$6,062<0.1%–
Vanguard Morningstar Large-Cap ETF922908637ETF22$5,933<0.1%–
LDOSLeidos Holdings, Inc.COM38$5,474<0.1%歷史
KKRKKR & Co. Inc.COM37$5,473<0.1%歷史
WisdomTree Tr97717W208US HIGH DIVIDEND52$4,855<0.1%–
FITBFifth Third BancorpCOM114$4,820<0.1%歷史
CMGChipotle Mexican Grill IncCOM71$4,281<0.1%歷史
COPConocoPhillipsStock43$4,264<0.1%歷史
MCOMoodys CorpStock9$4,260<0.1%歷史
FDXFedEx CorpStock15$4,220<0.1%歷史
CDNSCadence Design Systems IncStock14$4,206<0.1%歷史
Vanguard Star FDS921909768VG TL INTL STK F71$4,184<0.1%–
ULTAUlta Beauty, Inc.Stock9$3,914<0.1%歷史
SNPSSynopsys IncCOM8$3,883<0.1%歷史
LWLamb Weston Holdings, Inc.Stock57$3,809<0.1%歷史
WSTWest Pharmaceutical Services IncCOM10$3,276<0.1%歷史
SRESempraStock36$3,158<0.1%歷史
iShares Tr464288414NATIONAL MUN ETF25$2,664<0.1%–
ROSTRoss Stores, Inc.COM17$2,572<0.1%歷史
PWRQuanta Services, Inc.COM8$2,528<0.1%歷史
PCGPG&E CorpStock118$2,381<0.1%歷史
PEGPublic Service Enterprise Group IncCOM28$2,366<0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF12$2,350<0.1%–
EAElectronic Arts Inc.COM16$2,341<0.1%歷史
XYZBlock, Inc.CL A26$2,210<0.1%歷史
PRUPrudential Financial IncStock18$2,134<0.1%歷史
ODFLOld Dominion Freight Line, Inc.COM12$2,117<0.1%歷史
IRIngersoll Rand Inc.COM23$2,081<0.1%歷史
SYYSysco CorpStock25$1,912<0.1%歷史
ALGNAlign Technology IncCOM9$1,877<0.1%歷史
Vanguard Information Technology ETF92204A702ETF3$1,865<0.1%–
Vanguard Morningstar Mid-Cap ETF922908629ETF7$1,849<0.1%–
TROWPrice T Rowe Group IncStock16$1,809<0.1%歷史
HUBBHubbell IncCOM4$1,676<0.1%歷史
ELEstee Lauder Companies IncCL A22$1,650<0.1%歷史
CNCCentene CorpStock27$1,636<0.1%歷史
DECKDeckers Outdoor CorpCOM8$1,625<0.1%歷史
DELLDell Technologies Inc.Stock14$1,613<0.1%歷史
HPQHP IncStock49$1,599<0.1%歷史
CINFCincinnati Financial CorpCOM11$1,581<0.1%歷史
EFXEquifax IncCOM6$1,529<0.1%歷史
Vanguard Morningstar Value ETF922908744ETF9$1,524<0.1%–
Vanguard S&P 500 Growth ETF921932505ETF4$1,464<0.1%–
GPNGlobal Payments IncStock13$1,457<0.1%歷史
Vanguard Total Bond Market ETF921937835ETF19$1,366<0.1%–
SYFSynchrony FinancialCOM20$1,300<0.1%歷史
Vanguard Morningstar Mid-Cap Value ETF922908512ETF8$1,294<0.1%–
NTAPNetApp, Inc.Stock11$1,277<0.1%歷史
VLTOVeralto CorpStock12$1,222<0.1%歷史
HBANHuntington Bancshares IncCOM73$1,188<0.1%歷史
PKGPackaging Corp of AmericaStock5$1,126<0.1%歷史
AWKAmerican Water Works Company, Inc.Stock9$1,120<0.1%歷史
PTCPTC Inc.Stock6$1,103<0.1%歷史
CMSCMS Energy CorpCOM16$1,066<0.1%歷史
ZBHZimmer Biomet Holdings, Inc.Stock10$1,056<0.1%歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW10$1,033<0.1%–
Invesco Exch Traded FD Tr II46138E362S&P500 HDL VOL21$1,015<0.1%–
CFGCitizens Financial Group IncCOM23$1,006<0.1%歷史
State Street SPDR Portfolio S&P 500 ETF78464A854ETF14$965<0.1%–
Vanguard World FD921910733ESG US STK ETF9$944<0.1%–
TRMBTrimble Inc.COM12$848<0.1%歷史
Vanguard Whitehall FDS921946794INTL HIGH ETF12$815<0.1%–
Vanguard Morningstar Small-Cap Value ETF922908611ETF4$793<0.1%–
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF18$778<0.1%–
CFCF Industries Holdings, Inc.COM9$768<0.1%歷史
Vanguard Whitehall FDS921946810INTL DVD ETF5$400<0.1%–
REAXReal REMAX Group Inc.COM NEW80$368<0.1%歷史
Schwab Strategic Tr808524672INTERNL DIVID15$347<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF3$291<0.1%–
iShares Tr46429B7470-5 YR TIPS ETF1$101<0.1%–
Vanguard Malvern FDS922020805STRM INFPROIDX2$97<0.1%–
Subversive Congressional Democrats Trading ETF886364199ETF2$77<0.1%–
State Street SPDR Portfolio S&P 600 Small Cap ETF78468R853ETF1$45<0.1%–
IPGInterpublic Group of Companies, Inc.COM1$34<0.1%歷史
Schwab U.S. Broad Market ETF808524102ETF1$32<0.1%–
BHILBenson Hill, Inc.Stock8$16<0.1%歷史
MEHCQChrome Holding Co.Stock1$3<0.1%歷史