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Livermore
Livermore
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Clark Wealth Partners

SEC CIK
0002107657
最新申報
2026/7/28

2026 年第 2 季持倉

持倉截至 2026/6/30，2026/7/28 申報。只含多頭部位，變化是跟 2026 年第 1 季比股數。

機構總覽
持股檔數
571
較 2026 年第 1 季 −33
總值
$1.77 億
較 2026 年第 1 季 +$2,824 萬 (+19.0%)
申報日
2026/7/28
SEC
Clark Wealth Partners 在 2026 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Invesco Nasdaq 100 ETF46138G649ETF71,872$2,177 萬12.3%+362+0.5%加碼–
Schwab U.S. Large-Cap Growth ETF808524300ETF594,282$2,011 萬11.4%+13,883+2.4%加碼–
Invesco Exchange Traded FD T46137V498S&P SMLCP MOMENT179,445$1,680 萬9.5%−8,174−4.4%減碼–
Invesco Exch Traded FD Tr II46138E222S&P INTL MOMNT239,167$1,442 萬8.1%+3,248+1.4%加碼–
Fidelity High Dividend ETF316092840ETF239,160$1,442 萬8.1%−26,954−10.1%減碼–
Pgim ETF Tr69344A107PGIM ULTRA SH BD227,663$1,132 萬6.4%+16,860+8.0%加碼–
American Centy ETF Tr025072703INTL EQT ETF92,818$827.9 萬4.7%−9,564−9.3%減碼–
Invesco Exchange Traded FD T46137V472S&P MDCP QUALITY66,614$751.9 萬4.2%−7,885−10.6%減碼–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM90,809$512.9 萬2.9%+7,871+9.5%加碼–
Tidal Trust I886364231FUND GRAN US ETF176,748$488.7 萬2.8%+166,932+1,700.6%加碼–
State Street Technology Select Sector SPDR ETF81369Y803ETF16,132$307.3 萬1.7%+13,139+439.0%加碼–
Putnam ETF Trust746729300FOCUSED LAR CAP52,727$268.6 萬1.5%+47,173+849.4%加碼–
New York Life Invts Active E45409F827MACKAY MUN INTER105,631$258.0 萬1.5%+10,327+10.8%加碼–
First Tr Exchng Traded FD VI33740F755FT LADD BUFF ETF45,560$166.4 萬0.9%+4,464+10.9%加碼–
Schwab US Dividend Equity ETF808524797ETF52,140$165.3 萬0.9%−82−0.2%減碼–
AVGOBroadcom Inc.Stock3,630$137.1 萬0.8%−60−1.6%減碼歷史
AAPLApple Inc.Stock4,664$135.0 萬0.8%+178+4.0%加碼歷史
MSFTMicrosoft CorpStock3,504$130.7 萬0.7%+1,968+128.1%加碼歷史
BRK.BBerkshire Hathaway IncStock2,524$126.3 萬0.7%+70+2.9%加碼歷史
IBMInternational Business Machines CorpStock4,399$123.7 萬0.7%−199−4.3%減碼歷史
American Centy ETF Tr025072877US SML CP VALU9,701$121.0 萬0.7%+8,742+911.6%加碼–
GLDSPDR Gold TrustETF3,276$120.7 萬0.7%−11−0.3%減碼歷史
BACBank of America CorpStock20,441$116.5 萬0.7%−187−0.9%減碼歷史
MCDMcDonalds CorpStock4,140$111.9 萬0.6%−9−0.2%減碼歷史
AMZNAmazon Com IncStock4,428$105.5 萬0.6%+1,777+67.0%加碼歷史
First Tr Exchange Traded FD33738R704RBA INDL ETF7,732$103.0 萬0.6%+6,765+699.6%加碼–
ABBVAbbVie Inc.Stock4,056$102.1 萬0.6%−47−1.1%減碼歷史
SNASnap-on IncCOM2,416$97.2 萬0.5%−45−1.8%減碼歷史
Vanguard Morningstar Small-Cap ETF922908751ETF2,992$90.7 萬0.5%00.0%不變–
GDGeneral Dynamics CorpStock2,431$86.1 萬0.5%−39−1.6%減碼歷史
iShares S&P 500 Growth ETF464287309ETF6,143$84.5 萬0.5%−40−0.6%減碼–
LMTLockheed Martin CorpStock1,620$82.5 萬0.5%−21−1.3%減碼歷史
FBTCFidelity Wise Origin Bitcoin FundSHS16,006$81.7 萬0.5%+15,991+106,606.7%加碼歷史
ETNEaton Corp plcStock1,903$81.1 萬0.5%−56−2.9%減碼歷史
Global X FDS37954Y632ARTIFICIAL ETF12,265$80.5 萬0.5%00.0%不變–
Profesionally Managed Portfo74316P579AKRE FOCUS ETF14,452$76.9 萬0.4%00.0%不變–
NVDANVIDIA CorpStock3,836$76.8 萬0.4%+117+3.1%加碼歷史
AEEAmeren CorpCOM6,642$75.1 萬0.4%−78−1.2%減碼歷史
LINLinde PLCStock1,423$73.9 萬0.4%−20−1.4%減碼歷史
Vanguard S&P 500 ETF922908363ETF1,013$69.6 萬0.4%−8−0.8%減碼–
MDTMedtronic plcStock8,533$67.4 萬0.4%−195−2.2%減碼歷史
METAMeta Platforms, Inc.Stock1,192$67.2 萬0.4%+10+0.8%加碼歷史
MRKMerck & Co., Inc.Stock5,121$66.2 萬0.4%−168−3.2%減碼歷史
COPConocoPhillipsStock5,928$61.6 萬0.3%−96−1.6%減碼歷史
Invesco QQQ Trust Series I46090E103ETF750$55.3 萬0.3%00.0%不變–
KOCoca Cola CoStock5,626$46.0 萬0.3%−115−2.0%減碼歷史
LLYEli Lilly & CoStock353$42.3 萬0.2%+10+2.9%加碼歷史
ASMLASML Holding NVADR200$39.8 萬0.2%00.0%不變歷史
CATCaterpillar IncStock334$35.5 萬0.2%+1+0.3%加碼歷史
GOOGLAlphabet Inc.Stock911$32.5 萬0.2%+202+28.5%加碼歷史
Schwab U.S. Large-Cap Value ETF808524409ETF8,960$31.2 萬0.2%+32+0.4%加碼–
Vanguard Wellington FD921935508US MOMENTUM1,195$29.8 萬0.2%−180−13.1%減碼–
iShares Core S&P 500 ETF464287200ETF391$29.3 萬0.2%+2+0.5%加碼–
Schwab U.S. Large-Cap ETF808524201ETF7,401$21.8 萬0.1%00.0%不變–
iShares MSCI USA Quality Factor ETF46432F339ETF852$18.7 萬0.1%00.0%不變–
SPYSPDR S&P 500 ETF TrustETF249$18.6 萬0.1%00.0%不變歷史
COSTCostco Wholesale CorpStock190$17.8 萬0.1%00.0%不變歷史
XOMExxonMobil Holdings CorpCOM1,302$17.8 萬0.1%−1−0.1%減碼歷史
First Tr Exchange-Traded FD33734X846NASDAQ CYB ETF1,949$17.5 萬0.1%+1+0.1%加碼–
BlackRock ETF Trust09290C103ISHARES US EQUIT2,272$15.5 萬0.1%00.0%不變–
PLTRPalantir Technologies Inc.Stock1,320$15.4 萬0.1%−13−1.0%減碼歷史
iShares Tr464288877EAFE VALUE ETF1,892$14.5 萬0.1%00.0%不變–
iShares Tr46435G409MSCI INTL VLU FT3,452$14.4 萬0.1%−358−9.4%減碼–
Vanguard Information Technology ETF92204A702ETF1,192$14.2 萬0.1%00.0%不變依 8 比 1 拆股換算–
Vanguard Ftse Developed Markets ETF921943858ETF1,914$13.6 萬0.1%00.0%不變–
WMTWalmart Inc.Stock1,156$13.1 萬0.1%+604+109.4%加碼歷史
iShares Tr46436E502US TECH BRKTHR1,815$13.0 萬0.1%+2+0.1%加碼–
iShares S&P 500 Value ETF464287408ETF565$12.8 萬0.1%00.0%不變–
DEDeere & CoStock195$12.4 萬0.1%+1+0.5%加碼歷史
PSXPhillips 66Stock730$12.3 萬0.1%+5+0.7%加碼歷史
JPMJPMorgan Chase & CoStock367$12.0 萬0.1%+80+27.9%加碼歷史
ATOAtmos Energy CorpCOM657$11.3 萬0.1%+540+461.5%加碼歷史
JNJJohnson & JohnsonStock444$11.3 萬0.1%+5+1.1%加碼歷史
NEENextera Energy IncStock1,248$11.0 萬0.1%+1,071+605.1%加碼歷史
VVisa Inc.Stock318$10.9 萬0.1%−6−1.9%減碼歷史
GOOGAlphabet Inc.Stock295$10.4 萬0.1%00.0%不變歷史
State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663ETF1,079$9.89 萬0.1%+9+0.8%加碼–
iShares Tr464288760US AER DEF ETF398$9.64 萬0.1%+1+0.3%加碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF1,143$9.47 萬0.1%00.0%不變–
GSGoldman Sachs Group IncStock92$9.29 萬0.1%+2+2.2%加碼歷史
SNOWSnowflake Inc.Stock343$8.73 萬<0.1%00.0%不變歷史
MUMicron Technology IncStock75$8.66 萬<0.1%+10+15.4%加碼歷史
J P Morgan Exchange Traded F46641Q654ULTRA SHT MUNCPL1,648$8.40 萬<0.1%+11+0.7%加碼–
TSLATesla, Inc.Stock199$8.37 萬<0.1%−4−2.0%減碼歷史
Global X FDS37954Y483NASDAQ 100 COVER4,373$8.06 萬<0.1%00.0%不變–
VZVerizon Communications IncStock1,884$7.98 萬<0.1%−37−1.9%減碼歷史
BITBBitwise Bitcoin ETFSHS BEN INT2,503$7.97 萬<0.1%00.0%不變歷史
Schwab International Equity ETF808524805ETF2,830$7.84 萬<0.1%00.0%不變–
Vanguard Consumer Discretionary ETF92204A108ETF192$7.62 萬<0.1%00.0%不變–
iShares Tr464287721U.S. TECH ETF293$7.39 萬<0.1%00.0%不變–
PGRProgressive CorpStock331$7.24 萬<0.1%−6−1.8%減碼歷史
Dimensional U.S. Small Cap ETF25434V500ETF842$6.93 萬<0.1%00.0%不變–
CSCOCisco Systems, Inc.Stock576$6.76 萬<0.1%−94−14.0%減碼歷史
CRWDCrowdStrike Holdings, Inc.Stock88$6.72 萬<0.1%00.0%不變歷史
VanEck Semiconductor ETF92189F676ETF101$6.65 萬<0.1%00.0%不變–
iShares S&P 100 ETF464287101ETF181$6.62 萬<0.1%+10+5.8%加碼–
iShares Tr464288885EAFE GRWTH ETF504$6.27 萬<0.1%−7−1.4%減碼–
Vanguard Industrials ETF92204A603ETF174$6.27 萬<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF748$6.26 萬<0.1%00.0%不變–
FTNTFortinet, Inc.Stock403$6.19 萬<0.1%+88+27.9%加碼歷史

2026 年第 1 季之後清倉（83 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Clark Wealth Partners 在 2026 年第 1 季之後清倉的部位
證券類別2026 年第 1 季股數2026 年第 1 季市值2026 年第 1 季佔組合 %紀錄
HPQHP IncStock27,813$54.2 萬0.4%歷史
PIMCO ETF Tr72201R866INTER MUN BD ACT9,606$50.1 萬0.3%–
FIXComfort Systems USA IncCOM23$3.17 萬<0.1%歷史
MEDPMedpace Holdings, Inc.COM61$2.93 萬<0.1%歷史
HLIHoulihan Lokey, Inc.CL A181$2.60 萬<0.1%歷史
USFDUS Foods Holding Corp.COM277$2.55 萬<0.1%歷史
SGISomnigroup International Inc.COM341$2.52 萬<0.1%歷史
MUSAMurphy USA Inc.COM48$2.37 萬<0.1%歷史
FTITechnipFMC plcCOM341$2.36 萬<0.1%歷史
AXAxos Financial, Inc.COM264$2.25 萬<0.1%歷史
ULSUL Solutions Inc.CLASS A COM SHS262$2.25 萬<0.1%歷史
FSSFederal Signal CorpCOM200$2.16 萬<0.1%歷史
WWDWoodward, Inc.COM59$2.11 萬<0.1%歷史
FERGFerguson Enterprises Inc.COMMON STOCK NEW87$2.04 萬<0.1%歷史
OSISOsi Systems IncCOM69$1.83 萬<0.1%歷史
PATKPatrick Industries IncCOM163$1.81 萬<0.1%歷史
FSVFirstService CorpCOM127$1.77 萬<0.1%歷史
DSGXDescartes Systems Group IncCOM243$1.74 萬<0.1%歷史
CIGIColliers International Group Inc.SUB VTG SHS158$1.69 萬<0.1%歷史
CACICACI International IncCL A31$1.69 萬<0.1%歷史
HEI.AHeico CorpCL A78$1.65 萬<0.1%歷史
OMFOneMain Holdings, Inc.COM303$1.62 萬<0.1%歷史
BLDQXO Insulation, LLCStock45$1.58 萬<0.1%歷史
CWSTCasella Waste Systems IncCL A198$1.57 萬<0.1%歷史
Ea Series Trust02072L839ARGENT MID CAP479$1.54 萬<0.1%–
RLIRli CorpCOM266$1.52 萬<0.1%歷史
ADUSAddus HomeCare CorpCOM160$1.50 萬<0.1%歷史
iShares Tr464287788U.S. FINLS ETF127$1.49 萬<0.1%–
ESIElement Solutions IncCOM399$1.36 萬<0.1%歷史
HLNEHamilton Lane INCCL A130$1.30 萬<0.1%歷史
APGAPi Group CorpCOM STK311$1.26 萬<0.1%歷史
CRVLCorvel CorpCOM144$7,870<0.1%歷史
J P Morgan Exchange Traded F46654Q716ACTIVE BOND ETF146$7,856<0.1%–
Tidal ETF Tr88634T774II YIELDMAX NVDA578$7,503<0.1%–
HONHoneywell International IncCOM31$7,007<0.1%歷史
ACNAccenture plcStock31$6,147<0.1%歷史
Pacer US Cash Cows 100 ETF69374H881ETF87$5,415<0.1%–
ICEIntercontinental Exchange, Inc.Stock34$5,348<0.1%歷史
Tidal ETF Tr II88634T790YIELDMAX GOOGL401$5,090<0.1%–
TMUST-Mobile US, Inc.Stock24$5,041<0.1%歷史
iShares Core MSCI Total International Stock ETF46432F834ETF56$4,852<0.1%–
BSXBoston Scientific CorpStock73$4,581<0.1%歷史
TRMBTrimble Inc.COM66$4,306<0.1%歷史
REGNRegeneron Pharmaceuticals, Inc.COM5$3,864<0.1%歷史
Tidal ETF Tr88634T428II YIELDMAX MSFT OP327$3,778<0.1%–
LDOSLeidos Holdings, Inc.COM24$3,733<0.1%歷史
Schwab US Aggregate Bond ETF808524839ETF132$3,066<0.1%–
iShares Tr46434V613CORE UNIVRSL USD56$2,587<0.1%–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF10$2,574<0.1%–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF13$2,396<0.1%–
WTWWillis Towers Watson PLCSHS8$2,334<0.1%歷史
BROBrown & Brown, Inc.Stock34$2,218<0.1%歷史
EXEExpand Energy CorpCOM20$2,196<0.1%歷史
iShares Tr464287150CORE S&P TTL STK14$1,995<0.1%–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF13$1,896<0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF19$1,887<0.1%–
OTISOtis Worldwide CorpStock24$1,850<0.1%歷史
SYYSysco CorpStock24$1,712<0.1%歷史
RMDResmed IncCOM7$1,572<0.1%歷史
PNRPENTAIR plcSHS18$1,568<0.1%歷史
FISVFiserv IncStock27$1,507<0.1%歷史
VRSKVerisk Analytics, Inc.COM7$1,329<0.1%歷史
CMSCMS Energy CorpCOM16$1,242<0.1%歷史
CSGPCostar Group, Inc.COM27$1,090<0.1%歷史
FICOFair Isaac CorpCOM1$1,068<0.1%歷史
Schwab U.S. Small-Cap ETF808524607ETF36$1,047<0.1%–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF3$907<0.1%–
WYWeyerhaeuser CoCOM NEW36$880<0.1%歷史
FOXFox CorpCL B COM16$850<0.1%歷史
iShares Tr46432F859CORE 1 5 YR USD17$824<0.1%–
iShares Core S&P Mid-Cap ETF464287507ETF12$811<0.1%–
VanEck ETF Trust92189F601URANI NUCLE ETF6$800<0.1%–
ITGartner IncCOM5$792<0.1%歷史
LULUlululemon athletica inc.Stock5$766<0.1%歷史
MTCHMatch Group, Inc.COM15$461<0.1%歷史
DOCHealthpeak Properties, Inc.COM25$411<0.1%歷史
CTRACoterra Energy Inc.Stock11$387<0.1%歷史
iShares Core S&P Small Cap ETF464287804ETF3$373<0.1%–
Bitfarms Ltd Com09173B107Stock175$342<0.1%–
LUVSouthwest Airlines CoCOM8$302<0.1%歷史
BBYBest Buy Co IncStock3$196<0.1%歷史
GPCGenuine Parts CoStock0$8<0.1%歷史
NWSNews CorpCL B0$3<0.1%歷史