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Clayton Financial Group LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Clayton Financial Group LLC
报告期 2026-03-31 · CIK 0002011212
持仓数
614
前50大市值合计
$177.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 117 项
建仓 21
增持 65
减持 27
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$3.0M
36,862
+13%
增持
VTV
VANGUARD INDEX FDS
+$2.0M
136,450
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$1.7M
112,820
+18%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
VNQ
VANGUARD INDEX FDS
-$1.5M
15,104
-55%
增持
EFG
ISHARES TR
+$1.4M
31,272
+65%
增持
DEM
WISDOMTREE TR
+$1.4M
129,367
+25%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
59,991
-5%
建仓
UNH
UNITEDHEALTH GROUP INC
+$1.3M
2,205
增持
DSTL
ETF SER SOLUTIONS
+$1.2M
72,784
+32%
减持
VOE
VANGUARD INDEX FDS
+$1.1M
104,269
-1%
增持
VV
VANGUARD INDEX FDS
+$1.1M
8,000
+85%
增持
VO
VANGUARD INDEX FDS
+$1.1M
20,019
+18%
减持
IWF
ISHARES TR
+$1.0M
35,211
-3%
增持
VBR
VANGUARD INDEX FDS
+$901.3K
53,832
+4%
增持
EFV
ISHARES TR
+$896.8K
39,467
+56%
增持
IEFA
ISHARES TR
+$867.3K
79,032
+11%
清仓
—
ACCENTURE PLC IRELAND
-$779.5K
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$698.0K
75,613
+1%
增持
IVV
ISHARES TR
+$651.2K
8,543
+5%
建仓
CI
THE CIGNA GROUP
+$628.9K
1,815
增持
SCHA
SCHWAB STRATEGIC TR
+$627.4K
51,995
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$579.0K
28,885
+10%
增持
NEAR
ISHARES U S ETF TR
+$541.7K
71,946
+15%
增持
IJT
ISHARES TR
+$504.3K
41,498
+3%
增持
IEMG
ISHARES INC
+$483.0K
63,824
+4%
增持
VTI
VANGUARD INDEX FDS
+$445.1K
3,347
+73%
增持
IWN
ISHARES TR
+$418.1K
13,538
+17%
增持
IWB
ISHARES TR
+$415.3K
6,706
+14%
减持
IWD
ISHARES TR
+$407.2K
44,651
-1%
增持
VB
VANGUARD INDEX FDS
+$407.0K
18,784
+6%
增持
IJS
ISHARES TR
+$402.2K
40,956
+5%
建仓
AMZN
AMAZON COM INC
+$400.1K
2,147
建仓
SDY
SPDR SER TR
+$389.3K
2,741
增持
QQQ
INVESCO QQQ TR
+$375.8K
7,480
+1%
增持
ABBV
ABBVIE INC
+$369.6K
3,628
+90%
增持
SCHF
SCHWAB STRATEGIC TR
+$368.4K
32,268
+31%
建仓
NEE
NEXTERA ENERGY INC
+$336.9K
3,986
清仓
TLT
ISHARES TR
-$328.6K
0
-100%
减持
ICSH
ISHARES TR
-$321.7K
16,096
-29%
增持
WMT
WALMART INC
+$315.4K
7,376
+58%
增持
SCHM
SCHWAB STRATEGIC TR
+$314.0K
28,604
+13%
增持
SCHE
SCHWAB STRATEGIC TR
+$303.8K
43,025
+14%
增持
BND
VANGUARD BD INDEX FDS
+$295.6K
6,607
+139%
建仓
IJR
ISHARES TR
+$294.3K
2,517
建仓
AEE
AMEREN CORP
+$272.6K
3,117
增持
SPY
SPDR S&P 500 ETF TR
+$272.6K
4,529
+2%
增持
MSFT
MICROSOFT CORP
+$260.4K
4,350
+14%
清仓
MUB
ISHARES TR
-$258.1K
0
-100%
建仓
IRM
IRON MTN INC DEL
+$249.8K
2,102
建仓
NVS
NOVARTIS AG
+$249.1K
2,166
建仓
CVX
CHEVRON CORP NEW
+$239.6K
1,627
建仓
AVGO
BROADCOM INC
+$235.5K
1,365
建仓
WEC
WEC ENERGY GROUP INC
+$234.8K
2,441
建仓
QCOM
QUALCOMM INC
+$233.3K
1,372
建仓
UPRO
PROSHARES TR
+$232.7K
2,700
增持
HD
HOME DEPOT INC
+$228.2K
1,405
+58%
增持
IWO
ISHARES TR
+$228.1K
6,614
+9%
建仓
MLPX
GLOBAL X FDS
+$219.8K
4,038
建仓
KVUE
KENVUE INC
+$215.4K
9,314
增持
META
META PLATFORMS INC
+$213.9K
772
+64%
增持
SCHV
SCHWAB STRATEGIC TR
+$210.0K
12,283
+20%
建仓
MS
MORGAN STANLEY
+$206.4K
1,980
建仓
MO
ALTRIA GROUP INC
+$206.0K
4,036
建仓
CAT
CATERPILLAR INC
+$205.3K
525
清仓
JEPI
J P MORGAN EXCHANGE TRADED F
-$204.9K
0
-100%
建仓
GOOG
ALPHABET INC
+$204.8K
1,225
增持
SCZ
ISHARES TR
+$203.3K
13,080
+21%
建仓
VMC
VULCAN MATLS CO
+$202.9K
9,265
减持
IJJ
ISHARES TR
-$196.1K
2,155
-45%
增持
OKE
ONEOK INC NEW
+$180.0K
4,627
+54%
增持
NVDA
NVIDIA CORPORATION
+$176.3K
3,407
+1195%
减持
TJX
TJX COS INC NEW
+$157.3K
9,896
-0%
增持
JNJ
JOHNSON & JOHNSON
+$157.2K
6,284
+15%
减持
ICF
ISHARES TR
-$155.2K
15,571
-24%
增持
JPM
JPMORGAN CHASE & CO.
+$151.2K
2,954
+25%
增持
PM
PHILIP MORRIS INTL INC
+$147.8K
3,195
+22%
增持
DUK
DUKE ENERGY CORP NEW
+$144.4K
3,388
+33%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$143.5K
21,847
+29%
增持
EFA
ISHARES TR
+$143.2K
10,070
+15%
减持
IVW
ISHARES TR
+$139.4K
12,494
-0%
增持
PG
PROCTER AND GAMBLE CO
+$135.8K
5,802
+8%
增持
—
MANAGED PORTFOLIO SERIES
+$134.3K
20,489
+7%
增持
KO
COCA COLA CO
+$131.9K
5,589
+27%
增持
PEP
PEPSICO INC
+$131.7K
4,584
+24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$128.8K
1,918
+7%
增持
RTX
RTX CORPORATION
+$90.9K
2,894
+9%
增持
—
EXXON MOBIL CORP
+$89.5K
9,074
+8%
增持
ABT
ABBOTT LABS
+$69.4K
3,543
+20%
增持
T
AT&T INC
+$57.2K
11,355
+4%
减持
DFAT
DIMENSIONAL ETF TRUST
-$50.9K
11,848
-9%
减持
IWP
ISHARES TR
-$47.7K
2,315
-17%
增持
XLE
SELECT SECTOR SPDR TR
-$45.1K
8,839
+2%
增持
MRK
MERCK & CO INC
-$45.0K
5,828
+9%
增持
IWR
ISHARES TR
+$42.0K
4,025
+8%
增持
BAC
BANK AMERICA CORP
+$35.1K
5,981
+12%
增持
IWS
ISHARES TR
+$33.5K
3,090
+3%
增持
TGT
TARGET CORP
-$32.1K
1,579
+1%
减持
—
JOHNSON CTLS INTL PLC
+$30.5K
3,139
-4%
增持
IJK
ISHARES TR
+$30.0K
4,787
+7%
减持
XLK
SELECT SECTOR SPDR TR
+$27.3K
1,593
-0%
减持
GE
GE AEROSPACE
+$23.9K
2,265
-1%
增持
EMR
EMERSON ELEC CO
+$19.4K
2,691
+11%
增持
HDV
ISHARES TR
+$18.8K
2,001
+2%
减持
DFIV
DIMENSIONAL ETF TRUST
-$13.7K
19,119
-5%
减持
SPGI
S&P GLOBAL INC
+$11.3K
782
-15%
增持
XLB
SELECT SECTOR SPDR TR
+$11.3K
2,599
+1%
减持
VBK
VANGUARD INDEX FDS
-$10.8K
32,370
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.7K
349
-1%
减持
—
CHUBB LIMITED
+$10.4K
843
-6%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$9.8K
10,226
-3%
减持
GD
GENERAL DYNAMICS CORP
+$5.8K
755
-4%
减持
IVE
ISHARES TR
+$4.7K
2,304
-4%
增持
HON
HONEYWELL INTL INC
+$3.2K
1,084
+1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.4K
5,479
-12%
减持
CGW
INVESCO EXCH TRADED FD TR II
+$2.1K
4,134
-8%
减持
IWM
ISHARES TR
+$1.8K
2,954
-5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$365
1,794
-8%
