Clark Wealth Partners
- SEC CIK
- 0002107657
- 最新申報
- 2026/7/28
2025 年第 4 季持倉
持倉截至 2025/12/31，2026/2/4 申報。只含多頭部位，變化是跟 2025 年第 3 季比股數。
- 持股檔數
- 561
- 較 2025 年第 3 季 0
- 總值
- $1.64 億
- 較 2025 年第 3 季 $0 (0.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 613,001 | $2,000 萬 | 12.2% | 00.0% | 不變 | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 79,013 | $1,998 萬 | 12.2% | 00.0% | 不變 | – |
| Fidelity High Dividend ETF316092840 | ETF | 298,584 | $1,693 萬 | 10.3% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V498 | S&P SMLCP MOMENT | 220,810 | $1,590 萬 | 9.7% | 00.0% | 不變 | – |
| Invesco Exch Traded FD Tr II46138E222 | S&P INTL MOMNT | 270,151 | $1,501 萬 | 9.1% | 00.0% | 不變 | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 180,634 | $895.8 萬 | 5.5% | 00.0% | 不變 | – |
| Invesco Exchange Traded FD T46137V472 | S&P MDCP QUALITY | 79,744 | $816.7 萬 | 5.0% | 00.0% | 不變 | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 79,860 | $657.4 萬 | 4.0% | 00.0% | 不變 | – |
| J P Morgan Exchange Traded F46641Q332 | EQUITY PREMIUM | 79,198 | $453.3 萬 | 2.8% | 00.0% | 不變 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 71,133 | $294.2 萬 | 1.8% | 00.0% | 不變 | – |
| New York Life Invts Active E45409F827 | MACKAY MUN INTER | 94,426 | $229.7 萬 | 1.4% | 00.0% | 不變 | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 55,975 | $191.8 萬 | 1.2% | 00.0% | 不變 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 53,443 | $146.6 萬 | 0.9% | 00.0% | 不變 | – |
| MCDMcDonalds Corp | Stock | 4,500 | $137.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| IBMInternational Business Machines Corp | Stock | 4,576 | $135.5 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,324 | $131.8 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,099 | $128.3 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,611 | $125.0 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 2,470 | $124.2 萬 | 0.8% | 00.0% | 不變 | 歷史 |
| AAPLApple Inc. | Stock | 4,498 | $122.3 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| BACBank of America Corp | Stock | 20,132 | $110.7 萬 | 0.7% | 00.0% | 不變 | 歷史 |
| Profesionally Managed Portfo74316P579 | AKRE FOCUS ETF | 14,452 | $94.7 萬 | 0.6% | 00.0% | 不變 | – |
| ABBVAbbVie Inc. | Stock | 3,964 | $90.6 萬 | 0.6% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 2,741 | $88.3 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSMorgan Stanley | Stock | 4,766 | $84.6 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| SNASnap-on Inc | COM | 2,414 | $83.2 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| GDGeneral Dynamics Corp | Stock | 2,409 | $81.1 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MDTMedtronic plc | Stock | 8,437 | $81.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| MSFTMicrosoft Corp | Stock | 1,653 | $79.9 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,649 | $79.7 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 6,335 | $78.1 萬 | 0.5% | 00.0% | 不變 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,992 | $77.2 萬 | 0.5% | 00.0% | 不變 | – |
| QCOMQualcomm Inc | Stock | 4,500 | $77.0 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| KOCoca Cola Co | Stock | 10,943 | $76.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 3,876 | $72.3 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,036 | $68.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AEEAmeren Corp | COM | 6,611 | $66.0 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,807 | $64.8 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 999 | $62.7 萬 | 0.4% | 00.0% | 不變 | – |
| Global X FDS37954Y632 | ARTIFICIAL ETF | 12,265 | $62.4 萬 | 0.4% | 00.0% | 不變 | – |
| MRKMerck & Co., Inc. | Stock | 4,798 | $50.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PIMCO ETF Tr72201R866 | INTER MUN BD ACT | 9,606 | $50.3 萬 | 0.3% | 00.0% | 不變 | – |
| ETNEaton Corp plc | Stock | 1,539 | $49.0 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| EOGEOG Resources Inc | Stock | 4,619 | $48.5 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 745 | $45.8 萬 | 0.3% | 00.0% | 不變 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 2,990 | $43.0 萬 | 0.3% | −2,990−50.0% | 減碼依 2 比 1 拆股換算 | – |
| HPQHP Inc | Stock | 18,355 | $40.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Vanguard Wellington FD921935508 | US MOMENTUM | 2,007 | $38.4 萬 | 0.2% | 00.0% | 不變 | – |
| LLYEli Lilly & Co | Stock | 353 | $37.9 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Core S&P 500 ETF464287200 | ETF | 385 | $26.4 萬 | 0.2% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 8,894 | $26.3 萬 | 0.2% | 00.0% | 不變 | – |
| Putnam ETF Trust746729300 | FOCUSED LAR CAP | 5,071 | $23.1 萬 | 0.1% | 00.0% | 不變 | – |
| PLTRPalantir Technologies Inc. | Stock | 1,254 | $22.3 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| Tidal Trust I886364231 | FUND GRAN US ETF | 8,744 | $21.7 萬 | 0.1% | 00.0% | 不變 | – |
| ASMLASML Holding NV | ADR | 200 | $21.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G409 | MSCI INTL VLU FT | 5,507 | $21.0 萬 | 0.1% | 00.0% | 不變 | – |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 7,401 | $19.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 901 | $17.9 萬 | 0.1% | 00.0% | 不變 | – |
| CATCaterpillar Inc | Stock | 312 | $17.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 1,425 | $17.2 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 248 | $16.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 181 | $15.6 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 2,444 | $14.9 萬 | 0.1% | 00.0% | 不變 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 2,066 | $14.8 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 1,944 | $13.9 萬 | 0.1% | 00.0% | 不變 | – |
| VVisa Inc. | Stock | 391 | $13.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 612 | $13.0 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 1,914 | $12.0 萬 | 0.1% | 00.0% | 不變 | – |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 2,503 | $11.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46436E502 | US TECH BRKTHR | 1,890 | $11.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 149 | $11.2 萬 | 0.1% | 00.0% | 不變 | – |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 1,064 | $9.72 萬 | 0.1% | 00.0% | 不變 | – |
| GOOGAlphabet Inc. | Stock | 298 | $9.35 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 720 | $9.29 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| INTUIntuit Inc. | Stock | 140 | $9.26 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| SPDR Series Trust78468R622 | ST BLOO HIGH ETF | 942 | $9.16 萬 | 0.1% | 00.0% | 不變 | – |
| JNJJohnson & Johnson | Stock | 439 | $9.09 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| American Centy ETF Tr025072877 | US SML CP VALU | 888 | $9.05 萬 | 0.1% | 00.0% | 不變 | – |
| DEDeere & Co | Stock | 191 | $8.89 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr464288760 | US AER DEF ETF | 397 | $8.52 萬 | 0.1% | 00.0% | 不變 | – |
| TSLATesla, Inc. | Stock | 189 | $8.50 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 1,259 | $8.46 萬 | 0.1% | 00.0% | 不變 | – |
| MAMastercard Inc | Stock | 148 | $8.45 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 1,627 | $8.29 萬 | 0.1% | 00.0% | 不變 | – |
| First Tr Exchange Traded FD33738R704 | RBA INDL ETF | 815 | $8.01 萬 | <0.1% | 00.0% | 不變 | – |
| GSGoldman Sachs Group Inc | Stock | 90 | $7.90 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Vanguard Consumer Discretionary ETF92204A108 | ETF | 192 | $7.56 萬 | <0.1% | 00.0% | 不變 | – |
| VZVerizon Communications Inc | Stock | 1,848 | $7.53 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 2,946 | $7.32 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| PGRProgressive Corp | Stock | 299 | $6.81 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| Schwab International Equity ETF808524805 | ETF | 2,830 | $6.80 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464287721 | U.S. TECH ETF | 311 | $6.21 萬 | <0.1% | 00.0% | 不變 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 540 | $6.15 萬 | <0.1% | 00.0% | 不變 | – |
| WMTWalmart Inc. | Stock | 551 | $6.14 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 792 | $6.10 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| iShares S&P 100 ETF464287101 | ETF | 177 | $6.07 萬 | <0.1% | 00.0% | 不變 | – |
| Dimensional U.S. Small Cap ETF25434V500 | ETF | 842 | $5.87 萬 | <0.1% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 445 | $5.58 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| LUVSouthwest Airlines Co | COM | 1,340 | $5.54 萬 | <0.1% | 00.0% | 不變 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 552 | $5.51 萬 | <0.1% | 00.0% | 不變 | 歷史 |