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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
$6.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 150 项
建仓 9
增持 50
减持 22
清仓 69
方向
标的
Δ市值
现股数(环比)
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$88.6M
2,626,130
+195%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$48.8M
1,867,635
增持
VLUE
ISHARES TR
+$30.6M
1,377,953
+20%
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
VOO
VANGUARD INDEX FDS
+$19.3M
301,693
+6%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$18.0M
2,735,027
+16%
增持
IVW
ISHARES TR
+$18.0M
1,498,018
+1%
增持
PFF
ISHARES TR
+$17.4M
1,060,064
+71%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.0M
549,329
+9%
增持
NOBL
PROSHARES TR
+$12.7M
772,568
+11%
增持
IVE
ISHARES TR
+$12.1M
755,219
+5%
增持
SPYG
SPDR SER TR
+$11.0M
496,462
+25%
增持
AGG
ISHARES TR
+$9.5M
1,075,530
+10%
清仓
—
ISHARES TR
-$9.5M
0
-100%
增持
IEFA
ISHARES TR
+$8.0M
1,694,056
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$7.7M
1,166,113
+15%
增持
MUB
ISHARES TR
+$7.4M
1,188,657
+7%
减持
ICSH
ISHARES TR
-$7.3M
21,649
-87%
增持
IVV
ISHARES TR
+$7.2M
107,062
+5%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.6M
503,947
+4%
增持
TIP
ISHARES TR
+$6.1M
364,940
+14%
增持
TFI
SPDR SER TR
+$5.8M
456,434
+33%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.2M
358,921
-2%
增持
MSFT
MICROSOFT CORP
+$5.2M
36,860
+38%
增持
IJH
ISHARES TR
+$5.1M
194,759
+5%
建仓
MEAR
ISHARES U S ETF TR
+$5.0M
100,156
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.8M
2,874,551
-1%
减持
QUAL
ISHARES TR
-$4.7M
163,006
-24%
建仓
—
JAMF HLDG CORP
+$4.6M
122,300
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.5M
152,801
+171%
清仓
AMZN
AMAZON COM INC
-$4.4M
0
-100%
建仓
AGZD
WISDOMTREE TR
+$4.4M
94,662
增持
DGRO
ISHARES TR
+$4.3M
266,009
+28%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.4M
363,126
+3%
增持
SCHA
SCHWAB STRATEGIC TR
+$3.3M
43,955
+281%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$3.0M
626,217
-8%
减持
SUB
ISHARES TR
-$3.0M
18,573
-60%
清仓
—
ISHARES TR
-$2.9M
0
-100%
增持
EMB
ISHARES TR
+$2.8M
246,054
+15%
增持
XLU
SELECT SECTOR SPDR TR
+$2.4M
95,176
+35%
建仓
NVTA
INVITAE CORP
+$2.2M
144,000
增持
BND
VANGUARD BD INDEX FDS
+$2.1M
420,933
+8%
清仓
VO
VANGUARD INDEX FDS
-$2.1M
0
-100%
减持
IQLT
ISHARES TR
-$2.1M
221,288
-21%
增持
IJR
ISHARES TR
+$2.0M
266,059
+6%
清仓
IWV
ISHARES TR
-$2.0M
0
-100%
增持
IEMG
ISHARES INC
-$2.0M
660,599
+6%
清仓
VV
VANGUARD INDEX FDS
-$2.0M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
24,360
+41%
清仓
V
VISA INC
-$2.0M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$1.9M
0
-100%
清仓
LQDH
ISHARES U S ETF TR
-$1.9M
0
-100%
清仓
EMR
EMERSON ELEC CO
-$1.9M
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$1.9M
897,320
+11%
减持
ESGE
ISHARES INC
-$1.9M
63,884
-34%
增持
SUSL
ISHARES TR
+$1.8M
98,050
+14%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.7M
0
-100%
减持
SPEM
SPDR INDEX SHS FDS
-$1.6M
12,546
-74%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.6M
33,503
-5%
清仓
META
FACEBOOK INC
-$1.6M
0
-100%
清仓
BA
BOEING CO
-$1.6M
0
-100%
增持
HRL
HORMEL FOODS CORP
+$1.6M
36,420
+769%
清仓
UNP
UNION PAC CORP
-$1.5M
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.5M
30,941
-33%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
19,344
+8%
清仓
VGT
VANGUARD WORLD FDS
-$1.5M
0
-100%
增持
USIG
ISHARES TR
+$1.5M
155,927
+20%
减持
SHYG
ISHARES TR
-$1.4M
34,321
-46%
增持
SCHE
SCHWAB STRATEGIC TR
+$1.4M
106,230
+96%
清仓
AVDV
AMERICAN CENTY ETF TR
-$1.4M
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$1.3M
0
-100%
清仓
VB
VANGUARD INDEX FDS
-$1.3M
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.3M
83,367
-19%
建仓
F
FORD MTR CO DEL
+$1.3M
61,130
清仓
HD
HOME DEPOT INC
-$1.3M
0
-100%
建仓
FANG
DIAMONDBACK ENERGY INC
+$1.3M
11,600
清仓
NKE
NIKE INC
-$1.2M
0
-100%
清仓
IEI
ISHARES TR
-$1.2M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.2M
343,065
-2%
增持
GOVT
ISHARES TR
+$1.2M
502,069
+9%
清仓
TGT
TARGET CORP
-$1.2M
0
-100%
清仓
OEF
ISHARES TR
-$1.2M
0
-100%
清仓
IGLB
ISHARES TR
-$1.1M
0
-100%
清仓
WM
WASTE MGMT INC DEL
-$1.1M
0
-100%
清仓
VBR
VANGUARD INDEX FDS
-$1.1M
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$1.1M
0
-100%
减持
AAPL
APPLE INC
+$1.1M
73,152
-16%
增持
IBND
SPDR SER TR
+$1.1M
187,633
+26%
减持
SCHV
SCHWAB STRATEGIC TR
+$1.1M
404,278
-3%
清仓
ITW
ILLINOIS TOOL WKS INC
-$1.1M
0
-100%
减持
IWF
ISHARES TR
+$1.0M
37,791
-2%
清仓
SCHX
SCHWAB STRATEGIC TR
-$1.0M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$999.0K
344,873
+10%
清仓
IWC
ISHARES TR
-$992.0K
0
-100%
减持
EFAV
ISHARES TR
-$971.0K
30,520
-30%
清仓
SLV
ISHARES SILVER TR
-$969.0K
0
-100%
清仓
MCD
MCDONALDS CORP
-$957.0K
0
-100%
清仓
ABT
ABBOTT LABS
-$943.0K
0
-100%
清仓
DE
DEERE & CO
-$936.0K
0
-100%
清仓
XYL
XYLEM INC
-$936.0K
0
-100%
清仓
SQ
SQUARE INC
-$934.0K
0
-100%
清仓
FDN
FIRST TR EXCHANGE-TRADED FD
-$925.0K
0
-100%
增持
IGSB
ISHARES TR
+$924.0K
51,191
+53%
清仓
QQQ
INVESCO QQQ TR
-$911.0K
0
-100%
增持
IXUS
ISHARES TR
+$905.0K
367,582
+7%
清仓
NVDA
NVIDIA CORPORATION
-$900.0K
0
-100%
清仓
EFG
ISHARES TR
-$893.0K
0
-100%
增持
SHYD
VANECK ETF TRUST
+$859.0K
136,614
+35%
清仓
ARKK
ARK ETF TR
-$853.0K
0
-100%
清仓
CMI
CUMMINS INC
-$841.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$811.0K
0
-100%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$809.0K
11,587
-0%
清仓
ABBV
ABBVIE INC
-$798.0K
0
-100%
增持
EAGG
ISHARES TR
+$795.0K
49,714
+41%
清仓
ESGV
VANGUARD WORLD FD
-$788.0K
0
-100%
清仓
TLT
ISHARES TR
-$784.0K
0
-100%
清仓
HON
HONEYWELL INTL INC
-$767.0K
0
-100%
建仓
AOA
ISHARES TR
+$766.0K
10,517
减持
IWD
ISHARES TR
+$752.0K
86,203
-0%
增持
IEF
ISHARES TR
+$749.0K
12,872
+103%
清仓
—
MEDTRONIC PLC
-$740.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$734.0K
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$720.0K
21,262
-29%
清仓
TSLA
TESLA INC
-$716.0K
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$699.0K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$688.0K
31,543
+2%
清仓
IWY
ISHARES TR
-$687.0K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$683.0K
0
-100%
清仓
GLD
SPDR GOLD TR
-$676.0K
0
-100%
清仓
DIS
DISNEY WALT CO
-$668.0K
0
-100%
清仓
PCTY
PAYLOCITY HLDG CORP
-$666.0K
0
-100%
清仓
NTES
NETEASE INC
-$663.0K
0
-100%
清仓
HYG
ISHARES TR
-$662.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$658.0K
0
-100%
清仓
PNW
PINNACLE WEST CAP CORP
-$656.0K
0
-100%
增持
EXC
EXELON CORP
+$649.0K
48,238
+0%
清仓
VOE
VANGUARD INDEX FDS
-$648.0K
0
-100%
清仓
DOCU
DOCUSIGN INC
-$628.0K
0
-100%
建仓
SPDW
SPDR INDEX SHS FDS
+$613.0K
16,799
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$613.0K
11,363
-33%
清仓
ORCL
ORACLE CORP
-$602.0K
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$598.0K
15,661
+1%
增持
PG
PROCTER AND GAMBLE CO
+$594.0K
18,998
+2%
清仓
MPC
MARATHON PETE CORP
-$593.0K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$587.0K
0
-100%
清仓
PM
PHILIP MORRIS INTL INC
-$577.0K
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$571.0K
0
-100%
清仓
PEP
PEPSICO INC
-$562.0K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$556.0K
35,740
+26%
清仓
DUK
DUKE ENERGY CORP NEW
-$550.0K
0
-100%
增持
COMT
ISHARES U S ETF TR
-$547.0K
1,298,260
+10%
