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CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC

报告期 2026-03-31 · CIK 0000944361

持仓数

222

前50大市值合计

$6.22B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARDINDEXFDS

S&P500ETFSHS

$1.37B

2,297,214

22.1%

VEA VANGUARDTAX-MANAGEDFDS

VANFTSEDEVMKT

$696.5M

10,869,572

11.2%

SPHQ INVESCOEXCHANGETRADEDFDT

S&P500QUALITY

$552.7M

7,350,884

8.9%

VTEB VANGUARDMUNBDFDS

TAXEXEMPTBD

$315.1M

6,316,714

5.1%

SPAB SPDRSERIESTRUST

STATESTREETSPD

$239.0M

9,329,661

3.8%

SPSM SPDRSERIESTRUST

STATESTREETSPD

$237.3M

4,910,917

3.8%

VGIT VANGUARDSCOTTSDALEFDS

INTERTERMTREAS

$234.3M

3,935,163

3.8%

VWO VANGUARDINTLEQUITYINDEXF

FTSEEMRMKTETF

$223.0M

4,125,180

3.6%

MBB ISHARESTR

MBSETF

$181.6M

1,912,114

2.9%

NOBL PROSHARESTR

S&P500DVARIST

$145.0M

1,367,917

2.3%

SPIB SPDRSERIESTRUST

STATESTREETSPD

$143.5M

4,277,029

2.3%

FLMI FRANKLINTEMPLETONETFTR

FRANKLINDYNMUN

$129.7M

5,231,166

2.1%

BINC BLACKROCKETFTRUSTII

ISHARESFLEXIBLE

$110.3M

2,123,686

1.8%

PZA INVESCOEXCHTRADEDFDTRII

NATLAMTMUNI

$100.3M

4,364,629

1.6%

IEFA ISHARESTR

COREMSCIEAFE

$98.5M

1,088,243

1.6%

IVW ISHARESTR

S&P500GRWTETF

$95.6M

845,298

1.5%

SPYG SPDRSERIESTRUST

STATESTREETSPD

$95.4M

974,697

1.5%

IVE ISHARESTR

S&P500VALETF

$88.3M

418,113

1.4%

DFAC DIMENSIONALETFTRUST

USCOREEQUITY2

$66.8M

1,718,842

1.1%

SCHB SCHWABSTRATEGICTR

USBRDMKTETF

$64.5M

2,568,121

1.0%

PFF ISHARESTR

PFDANDINCMSEC

$59.0M

1,945,954

0.9%

MUB ISHARESTR

NATIONALMUNETF

$56.8M

535,118

0.9%

VTI VANGUARDINDEXFDS

TOTALSTKMKT

$56.1M

174,787

0.9%

JIRE JPMORGANEXCHANGETRADEDF

INTRNLRESEQT

$54.1M

713,966

0.9%

QUAL ISHARESTR

MSCIUSAQLTFCT

$51.4M

268,182

0.8%

ITM VANECKETFTRUST

INTRMDTMUNIETF

$48.9M

1,053,510

0.8%

IGLB ISHARESTR

10+YRINVSTGRD

$45.9M

924,345

0.7%

AAPL APPLEINC

COM

$43.1M

169,804

0.7%

HYMB SPDRSERIESTRUST

STATESTREETSPD

$41.5M

1,673,925

0.7%

IEMG ISHARESINC

COREMSCIEMKT

$40.8M

584,263

0.7%

DFAX DIMENSIONALETFTRUST

WORLDEXUSCORE

$40.2M

1,184,794

0.6%

IVV ISHARESTR

CORES&P500ETF

$39.3M

60,105

0.6%

IWY ISHARESTR

RUSTP200GRETF

$37.5M

150,522

0.6%

SCHG SCHWABSTRATEGICTR

USLCAPGRETF

$36.8M

1,261,695

0.6%

SHM SPDRSERIESTRUST

STATESTREETSPD

$35.6M

744,272

0.6%

CWI SPDRINDEXSHSFDS

STATESTREETSPD

$32.2M

879,999

0.5%

SCHA SCHWABSTRATEGICTR

USSMLCAPETF

$28.1M

966,196

0.5%

MSFT MICROSOFTCORP

COM

$27.4M

74,048

0.4%

IBTG ISHARESTR

IBONDS26TRMTS

$26.1M

1,140,456

0.4%

JMST JPMORGANEXCHANGETRADEDF

ULTRASHTMUNCPL

$26.1M

511,534

0.4%

SPLV INVESCOEXCHTRADEDFDTRII

S&P500LOWVOL

$25.7M

351,128

0.4%

IQLT ISHARESTR

MSCIINTLQUALTY

$22.7M

490,423

0.4%

IJR ISHARESTR

CORES&PSCPETF

$22.1M

178,068

0.4%

VEU VANGUARDINTLEQUITYINDEXF

ALLWRLDEXUS

$21.9M

291,331

0.4%

IBTH ISHARESTR

IBONDS27TRMTS

$21.1M

941,755

0.3%

SCHZ SCHWABSTRATEGICTR

USAGGREGATEB

$21.0M

905,026

0.3%

SCHV SCHWABSTRATEGICTR

USLCAPVAETF

$20.8M

681,403

0.3%

JPST JPMORGANEXCHANGETRADEDF

ULTRASHRTETF

$18.3M

362,063

0.3%

SPY STATESTRSPDRS&P500ETFT

TRUNIT

$16.3M

25,086

0.3%

SCHF SCHWABSTRATEGICTR

INTLEQTYETF

$16.3M

657,658

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

55%前 6 大占比

VOO22.1%VEA11.2%SPHQ8.9%VTEB5.1%SPAB3.8%SPSM3.8%