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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 116 项
减持 26
清仓 90
方向
标的
Δ市值
现股数(环比)
清仓
IWF
ISHARES TR
-$12.2M
0
-100%
减持
VTV
VANGUARD INDEX FDS
-$11.4M
92,228
-43%
减持
VOT
VANGUARD INDEX FDS
-$10.9M
30,122
-62%
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
VOE
VANGUARD INDEX FDS
-$9.9M
49,769
-56%
清仓
IWD
ISHARES TR
-$8.5M
0
-100%
减持
AAPL
APPLE INC
-$7.7M
1,795
-95%
减持
VUG
VANGUARD INDEX FDS
-$7.6M
39,724
-41%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.0M
19,393
-94%
减持
VBR
VANGUARD INDEX FDS
-$7.0M
21,261
-64%
减持
VBK
VANGUARD INDEX FDS
-$6.3M
7,172
-78%
清仓
DEM
WISDOMTREE TR
-$5.7M
0
-100%
减持
IVV
ISHARES TR
-$4.9M
330
-96%
减持
VO
VANGUARD INDEX FDS
-$4.4M
3,450
-83%
减持
IEFA
ISHARES TR
-$4.1M
36,456
-61%
清仓
NEAR
ISHARES U S ETF TR
-$4.1M
0
-100%
减持
DSTL
ETF SER SOLUTIONS
-$4.1M
4,625
-94%
减持
VB
VANGUARD INDEX FDS
-$3.9M
1,900
-90%
减持
EFG
ISHARES TR
-$3.2M
3,290
-91%
清仓
SCHG
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
减持
IEMG
ISHARES INC
-$2.7M
22,963
-70%
减持
EFV
ISHARES TR
-$2.6M
8,462
-84%
清仓
SCHA
SCHWAB STRATEGIC TR
-$2.5M
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$2.4M
0
-100%
清仓
SF
STIFEL FINL CORP
-$2.4M
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.1M
7,554
-92%
清仓
VV
VANGUARD INDEX FDS
-$2.1M
0
-100%
清仓
IWN
ISHARES TR
-$1.9M
0
-100%
清仓
IWB
ISHARES TR
-$1.9M
0
-100%
清仓
MSFT
MICROSOFT CORP
-$1.6M
0
-100%
清仓
IWO
ISHARES TR
-$1.5M
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
清仓
RBLX
ROBLOX CORP
-$1.2M
0
-100%
清仓
TJX
TJX COS INC NEW
-$1.2M
0
-100%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.1M
0
-100%
清仓
—
EXXON MOBIL CORP
-$1.0M
0
-100%
清仓
PG
PROCTER AND GAMBLE CO
-$992.5K
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$971.1K
0
-100%
清仓
—
MANAGED PORTFOLIO SERIES
-$952.9K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$915.6K
5,414
-65%
清仓
JNJ
JOHNSON & JOHNSON
-$873.0K
0
-100%
清仓
SCZ
ISHARES TR
-$840.3K
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$839.2K
0
-100%
清仓
EFA
ISHARES TR
-$808.0K
0
-100%
清仓
ICSH
ISHARES TR
-$772.0K
0
-100%
清仓
ABBV
ABBVIE INC
-$760.1K
0
-100%
清仓
ICF
ISHARES TR
-$749.4K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$747.0K
0
-100%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$722.4K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO.
-$714.8K
0
-100%
清仓
WMT
WALMART INC
-$639.1K
0
-100%
清仓
CI
THE CIGNA GROUP
-$603.0K
0
-100%
清仓
IWM
ISHARES TR
-$570.7K
0
-100%
清仓
ORCL
ORACLE CORP
-$563.0K
0
-100%
清仓
MRK
MERCK & CO INC
-$513.2K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$509.5K
0
-100%
清仓
HD
HOME DEPOT INC
-$490.8K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$483.5K
7,205
-3%
减持
IVW
ISHARES TR
-$480.4K
6,172
-51%
清仓
ABT
ABBOTT LABS
-$470.0K
0
-100%
清仓
PEP
PEPSICO INC
-$458.7K
0
-100%
清仓
GE
GE AEROSPACE
-$453.3K
0
-100%
清仓
NVDA
NVIDIA CORPORATION
-$451.2K
0
-100%
清仓
META
META PLATFORMS INC
-$445.3K
0
-100%
清仓
DUK
DUKE ENERGY CORP NEW
-$431.4K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$425.3K
0
-100%
清仓
KO
COCA COLA CO
-$419.1K
0
-100%
清仓
AMZN
AMAZON COM INC
-$418.0K
0
-100%
清仓
IVE
ISHARES TR
-$411.7K
0
-100%
减持
IJS
ISHARES TR
-$405.2K
37,486
-12%
清仓
IWS
ISHARES TR
-$401.0K
0
-100%
清仓
UNP
UNION PAC CORP
-$395.5K
0
-100%
清仓
IJK
ISHARES TR
-$394.4K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$381.8K
2,070
-44%
清仓
RTX
RTX CORPORATION
-$376.8K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$367.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$356.2K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$344.7K
0
-100%
清仓
IWR
ISHARES TR
-$342.4K
0
-100%
清仓
T
AT&T INC
-$316.8K
0
-100%
减持
DFIV
DIMENSIONAL ETF TRUST
-$308.9K
7,428
-53%
清仓
XLK
SELECT SECTOR SPDR TR
-$307.6K
0
-100%
清仓
AEE
AMEREN CORP
-$307.6K
0
-100%
清仓
SDY
SPDR SER TR
-$294.9K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$294.7K
0
-100%
清仓
CSCO
CISCO SYS INC
-$289.6K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$284.7K
0
-100%
清仓
ALL
ALLSTATE CORP
-$284.3K
0
-100%
清仓
NEE
NEXTERA ENERGY INC
-$282.6K
0
-100%
清仓
MLPX
GLOBAL X FDS
-$265.0K
0
-100%
清仓
IJR
ISHARES TR
-$261.5K
0
-100%
清仓
—
JOHNSON CTLS INTL PLC
-$248.1K
0
-100%
清仓
BAC
BANK AMERICA CORP
-$246.0K
0
-100%
清仓
IJJ
ISHARES TR
-$245.8K
0
-100%
清仓
CGW
INVESCO EXCH TRADED FD TR II
-$244.9K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$230.8K
0
-100%
清仓
—
CHUBB LIMITED
-$230.1K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$229.5K
0
-100%
清仓
IWP
ISHARES TR
-$226.5K
0
-100%
清仓
MS
MORGAN STANLEY
-$226.0K
0
-100%
清仓
XLB
SELECT SECTOR SPDR TR
-$225.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$225.2K
0
-100%
清仓
NVS
NOVARTIS AG
-$224.4K
0
-100%
清仓
QCOM
QUALCOMM INC
-$222.3K
0
-100%
清仓
—
MEDTRONIC PLC
-$221.5K
0
-100%
清仓
IJH
ISHARES TR
-$215.8K
0
-100%
清仓
V
VISA INC
-$211.0K
0
-100%
清仓
HDV
ISHARES TR
-$209.3K
0
-100%
清仓
GD
GENERAL DYNAMICS CORP
-$203.1K
0
-100%
清仓
CAT
CATERPILLAR INC
-$202.8K
0
-100%
清仓
VMC
VULCAN MATLS CO
-$200.6K
0
-100%
清仓
MESO
MESOBLAST LTD
-$173.4K
0
-100%
减持
DFAT
DIMENSIONAL ETF TRUST
-$101.0K
7,939
-23%
减持
BA
BOEING CO
+$70.2K
5,332
-13%
减持
IJT
ISHARES TR
-$43.5K
44,456
-7%
清仓
—
AFFIMED N V
-$10.8K
0
-100%
