小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 128
增持 21
减持 1
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$7.5M
51,937
+31%
增持
VTV
VANGUARD INDEX FDS
+$5.4M
116,289
+26%
增持
VOT
VANGUARD INDEX FDS
+$3.9M
42,269
+40%
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。
增持
VOE
VANGUARD INDEX FDS
+$3.5M
67,133
+35%
增持
VBR
VANGUARD INDEX FDS
+$2.8M
33,140
+56%
增持
VBK
VANGUARD INDEX FDS
+$2.7M
15,707
+119%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
8,903
+330%
增持
IEFA
ISHARES TR
+$1.8M
55,904
+53%
增持
VNQ
VANGUARD INDEX FDS
+$1.5M
21,363
+295%
建仓
ABBV
ABBVIE INC
+$1.4M
6,172
建仓
AXP
AMERICAN EXPRESS CO
+$1.2M
3,683
建仓
PEP
PEPSICO INC
+$871.7K
6,207
增持
EFG
ISHARES TR
+$853.5K
10,731
+226%
建仓
ABT
ABBOTT LABS
+$821.5K
6,133
建仓
PG
PROCTER AND GAMBLE CO
+$755.7K
4,918
建仓
TPR
TAPESTRY INC
+$666.8K
5,889
增持
EFV
ISHARES TR
+$602.4K
16,800
+99%
建仓
EMR
EMERSON ELEC CO
+$586.2K
4,469
建仓
NVDA
NVIDIA CORPORATION
+$543.5K
2,913
建仓
MSFT
MICROSOFT CORP
+$456.8K
882
建仓
IVE
ISHARES TR
+$452.3K
2,190
建仓
AMID
EA SERIES TRUST
+$441.0K
12,972
增持
IJT
ISHARES TR
+$439.4K
44,904
+1%
增持
IEMG
ISHARES INC
+$437.7K
27,552
+20%
增持
IJS
ISHARES TR
+$435.1K
37,658
+0%
建仓
AMP
AMERIPRISE FINL INC
+$359.6K
732
建仓
CVS
CVS HEALTH CORP
+$322.7K
4,280
建仓
PNC
PNC FINL SVCS GROUP INC
+$316.7K
1,576
建仓
NEAR
ISHARES U S ETF TR
+$316.6K
6,173
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$310.4K
1,100
建仓
IJK
ISHARES TR
+$274.4K
2,862
增持
VB
VANGUARD INDEX FDS
+$269.3K
2,830
+49%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$253.9K
505
减持
QQQ
INVESCO QQQ TR
+$253.5K
7,043
-2%
建仓
AVGO
BROADCOM INC
+$231.6K
702
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$220.8K
4,896
建仓
GOOGL
ALPHABET INC
+$213.2K
877
建仓
IJH
ISHARES TR
+$208.9K
3,201
建仓
DEM
WISDOMTREE TR
+$207.5K
4,511
建仓
PWR
QUANTA SVCS INC
+$207.2K
500
建仓
PM
PHILIP MORRIS INTL INC
+$201.6K
1,243
增持
VO
VANGUARD INDEX FDS
+$196.3K
3,955
+15%
增持
IVV
ISHARES TR
+$179.8K
574
+74%
建仓
VV
VANGUARD INDEX FDS
+$179.7K
584
建仓
VOO
VANGUARD INDEX FDS
+$173.5K
283
建仓
IWF
ISHARES TR
+$159.7K
341
建仓
MRSH
MARSH & MCLENNAN COS INC
+$159.4K
791
建仓
MO
ALTRIA GROUP INC
+$157.2K
2,380
建仓
SPY
SPDR S&P 500 ETF TR
+$153.9K
231
建仓
—
EATON CORP PLC
+$138.8K
371
建仓
IWS
ISHARES TR
+$132.8K
951
建仓
GOOG
ALPHABET INC
+$120.6K
495
建仓
CAT
CATERPILLAR INC
+$114.5K
240
建仓
COST
COSTCO WHSL CORP NEW
+$104.6K
113
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$104.3K
215
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$104.1K
1,546
建仓
IJJ
ISHARES TR
+$100.7K
776
建仓
JPM
JPMORGAN CHASE & CO.
+$96.2K
305
增持
AAPL
APPLE INC
+$95.9K
1,823
+2%
建仓
AMZN
AMAZON COM INC
+$94.0K
428
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$93.4K
433
建仓
APO
APOLLO GLOBAL MGMT INC
+$93.2K
699
建仓
ORCL
ORACLE CORP
+$92.8K
330
建仓
MMM
3M CO
+$91.6K
590
建仓
MLM
MARTIN MARIETTA MATLS INC
+$85.7K
136
建仓
META
META PLATFORMS INC
+$82.0K
112
建仓
FTNT
FORTINET INC
+$79.9K
950
建仓
INTU
INTUIT
+$78.5K
115
建仓
IWO
ISHARES TR
+$77.5K
242
建仓
CSRE
COHEN & STEERS ETF TRUST
+$77.3K
2,966
建仓
IWP
ISHARES TR
+$76.2K
535
建仓
UNH
UNITEDHEALTH GROUP INC
+$74.1K
215
建仓
—
ACCENTURE PLC IRELAND
+$71.8K
291
建仓
IWY
ISHARES TR
+$70.3K
257
建仓
DE
DEERE & CO
+$68.6K
150
建仓
J
JACOBS SOLUTIONS INC
+$68.2K
455
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$67.9K
630
建仓
VEU
VANGUARD INTL EQUITY INDEX F
+$67.6K
947
建仓
EFA
ISHARES TR
+$64.5K
691
建仓
SCZ
ISHARES TR
+$64.2K
837
建仓
NOBL
PROSHARES TR
+$63.4K
615
建仓
HD
HOME DEPOT INC
+$62.3K
154
建仓
CSX
CSX CORP
+$62.1K
1,750
建仓
CSCO
CISCO SYS INC
+$61.6K
900
建仓
SGOV
ISHARES TR
+$60.2K
598
建仓
BAB
INVESCO EXCH TRADED FD TR II
+$54.9K
2,010
建仓
BND
VANGUARD BD INDEX FDS
+$54.3K
731
建仓
OC
OWENS CORNING NEW
+$50.6K
358
建仓
ZBH
ZIMMER BIOMET HOLDINGS INC
+$48.2K
489
建仓
TSCO
TRACTOR SUPPLY CO
+$43.7K
769
建仓
XLV
SELECT SECTOR SPDR TR
+$41.8K
300
建仓
VYM
VANGUARD WHITEHALL FDS
+$41.4K
294
增持
SCHM
SCHWAB STRATEGIC TR
+$39.6K
8,485
+12%
建仓
—
EXXON MOBIL CORP
+$39.6K
351
增持
SCHX
SCHWAB STRATEGIC TR
+$39.0K
19,475
+0%
建仓
RTX
RTX CORPORATION
+$35.6K
213
建仓
ADI
ANALOG DEVICES INC
+$31.0K
126
建仓
CLOA
BLACKROCK ETF TRUST II
+$30.1K
579
建仓
TRV
TRAVELERS COMPANIES INC
+$27.9K
100
建仓
JNJ
JOHNSON & JOHNSON
+$27.8K
150
建仓
IWD
ISHARES TR
+$27.1K
133
建仓
PLD
PROLOGIS INC.
+$26.5K
231
建仓
SPYG
SPDR SERIES TRUST
+$26.1K
250
建仓
CARR
CARRIER GLOBAL CORPORATION
+$25.8K
432
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$25.8K
476
建仓
SYK
STRYKER CORPORATION
+$25.5K
69
建仓
ICSH
ISHARES TR
+$24.7K
487
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$24.3K
62
建仓
PRF
INVESCO EXCHANGE TRADED FD T
+$23.1K
510
建仓
HLI
HOULIHAN LOKEY INC
+$20.1K
98
建仓
OTIS
OTIS WORLDWIDE CORP
+$19.7K
216
建仓
OMF
ONEMAIN HLDGS INC
+$18.9K
335
建仓
TJX
TJX COS INC NEW
+$18.8K
130
建仓
IWM
ISHARES TR
+$18.6K
77
建仓
CVX
CHEVRON CORP NEW
+$18.0K
116
建仓
PPLT
ABRDN PLATINUM ETF TRUST
+$14.3K
100
建仓
T
AT&T INC
+$14.0K
497
建仓
MEDP
MEDPACE HLDGS INC
+$13.9K
27
建仓
CG
CARLYLE GROUP INC
+$13.2K
210
增持
DSTL
ETF SER SOLUTIONS
+$12.9K
4,640
+0%
建仓
BIIB
BIOGEN INC
+$12.2K
87
建仓
BX
BLACKSTONE INC
+$12.0K
70
建仓
HCA
HCA HEALTHCARE INC
+$11.5K
27
建仓
URI
UNITED RENTALS INC
+$11.5K
12
建仓
MUSA
MURPHY USA INC
+$11.3K
29
建仓
RLI
RLI CORP
+$10.9K
167
建仓
DG
DOLLAR GEN CORP NEW
+$10.3K
100
建仓
WMT
WALMART INC
+$10.3K
100
建仓
HEDJ
WISDOMTREE TR
+$10.1K
200
建仓
NFLX
NETFLIX INC
+$9.6K
8
建仓
VCTR
VICTORY CAP HLDGS INC
+$9.5K
147
建仓
SPTM
SPDR SERIES TRUST
+$9.3K
115
建仓
CIGI
COLLIERS INTL GROUP INC
+$9.1K
58
建仓
FSV
FIRSTSERVICE CORP NEW
+$9.0K
47
建仓
PICK
ISHARES INC
+$8.9K
200
建仓
GRBK
GREEN BRICK PARTNERS INC
+$8.8K
119
建仓
XLU
SELECT SECTOR SPDR TR
+$8.7K
100
建仓
WFC
WELLS FARGO CO NEW
+$8.4K
100
建仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$7.9K
79
建仓
FERG
FERGUSON ENTERPRISES INC
+$7.9K
35
建仓
XLP
SELECT SECTOR SPDR TR
+$7.8K
100
建仓
RBC
RBC BEARINGS INC
+$7.8K
20
建仓
SPMD
SPDR SERIES TRUST
+$7.5K
131
建仓
PHO
INVESCO EXCHANGE TRADED FD T
+$7.2K
100
建仓
BP
BP PLC
+$7.1K
206
建仓
HLNE
HAMILTON LANE INC
+$6.9K
51
建仓
IAK
ISHARES TR
+$6.7K
50
建仓
FIGS
FIGS INC
+$6.7K
1,000
建仓
KO
COCA COLA CO
+$6.6K
100
建仓
SKY
CHAMPION HOMES INC
+$6.4K
84
