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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 27
增持 54
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$161.2M
705,586
+134%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$81.6M
78,381
-86%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$48.7M
3,921,810
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。
+43%
减持
VLUE
ISHARES TR
-$47.1M
991,636
-28%
建仓
LQDH
ISHARES U S ETF TR
+$43.3M
463,443
减持
JMST
J P MORGAN EXCHANGE-TRADED F
-$41.4M
1,831,209
-30%
增持
IEFA
ISHARES TR
+$24.6M
2,173,267
+28%
减持
IVW
ISHARES TR
-$21.2M
1,363,844
-9%
减持
AGG
ISHARES TR
-$17.5M
982,261
-9%
增持
COMT
ISHARES U S ETF TR
+$14.5M
1,362,682
+5%
减持
MUB
ISHARES TR
-$14.4M
1,129,435
-5%
增持
TFI
SPDR SER TR
+$13.7M
778,843
+71%
减持
IVE
ISHARES TR
-$11.1M
688,494
-9%
增持
SPDW
SPDR INDEX SHS FDS
+$9.1M
284,652
+1594%
增持
SCHB
SCHWAB STRATEGIC TR
-$9.1M
895,537
+78%
建仓
JCPB
J P MORGAN EXCHANGE-TRADED F
+$8.5M
165,690
建仓
SCHP
SCHWAB STRATEGIC TR
+$7.6M
125,843
增持
SCHG
SCHWAB STRATEGIC TR
-$7.3M
688,262
+92%
清仓
IBND
SPDR SER TR
-$6.5M
0
-100%
减持
DFAC
DIMENSIONAL ETF TRUST
-$6.3M
2,789,714
-3%
减持
EMB
ISHARES TR
-$5.8M
215,528
-12%
减持
BND
VANGUARD BD INDEX FDS
-$5.7M
377,150
-10%
建仓
VHT
VANGUARD WORLD FDS
+$5.1M
19,990
建仓
SCHO
SCHWAB STRATEGIC TR
+$5.0M
100,816
建仓
HYMB
SPDR SER TR
+$4.9M
89,473
减持
QUAL
ISHARES TR
-$4.7M
141,050
-13%
清仓
—
JAMF HLDG CORP
-$4.6M
0
-100%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.6M
490,910
+42%
减持
IQLT
ISHARES TR
-$3.8M
134,483
-39%
建仓
HD
HOME DEPOT INC
+$3.5M
11,842
减持
SCHV
SCHWAB STRATEGIC TR
-$3.5M
365,402
-10%
建仓
MUST
COLUMBIA ETF TR I
+$3.5M
166,612
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.3M
1,822,137
-2%
减持
ITOT
ISHARES TR
-$3.3M
181,076
-10%
增持
MEAR
ISHARES U S ETF TR
+$3.1M
162,219
+62%
清仓
BSV
VANGUARD BD INDEX FDS
-$2.9M
0
-100%
建仓
XLK
SELECT SECTOR SPDR TR
+$2.7M
16,777
增持
NOBL
PROSHARES TR
+$2.7M
827,261
+7%
增持
IVV
ISHARES TR
+$2.6M
118,369
+11%
建仓
IGRO
ISHARES TR
+$2.6M
39,980
增持
IEMG
ISHARES INC
+$2.6M
757,839
+15%
增持
CWI
SPDR INDEX SHS FDS
+$2.5M
1,046,688
+17%
减持
SCHZ
SCHWAB STRATEGIC TR
-$2.4M
494,338
-3%
减持
ROK
ROCKWELL AUTOMATION INC
-$2.4M
33,311
-1%
建仓
BA
BOEING CO
+$2.3M
12,025
增持
SPY
SPDR S&P 500 ETF TR
+$2.3M
25,426
+31%
建仓
CAT
CATERPILLAR INC
+$2.3M
10,281
减持
AGZD
WISDOMTREE TR
-$2.0M
51,240
-46%
减持
SHYD
VANECK ETF TRUST
-$1.9M
64,842
-53%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$1.9M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.9M
10,889
-30%
减持
NVTA
INVITAE CORP
-$1.9M
40,000
-72%
减持
USIG
ISHARES TR
-$1.9M
135,325
-13%
增持
SPYG
SPDR SER TR
+$1.8M
570,212
+15%
建仓
GTO
INVESCO ACTIVELY MANAGED ETF
+$1.7M
32,176
增持
TIP
ISHARES TR
-$1.7M
364,954
+0%
建仓
VYM
VANGUARD WHITEHALL FDS
+$1.7M
14,822
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$1.6M
0
-100%
建仓
ABBV
ABBVIE INC
+$1.6M
10,028
建仓
DIS
DISNEY WALT CO
+$1.6M
11,691
清仓
SHYG
ISHARES TR
-$1.6M
0
-100%
减持
IWF
ISHARES TR
-$1.5M
36,333
-4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
195,459
+28%
减持
GOVT
ISHARES TR
-$1.4M
480,199
-4%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.4M
657,265
+5%
增持
VTEB
VANGUARD MUN BD FDS
-$1.4M
1,215,257
+4%
增持
IJH
ISHARES TR
-$1.3M
200,778
+3%
清仓
FANG
DIAMONDBACK ENERGY INC
-$1.3M
0
-100%
增持
PCY
INVESCO EXCH TRADED FD TR II
+$1.2M
67,674
+531%
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.2M
22,457
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
减持
DGRO
ISHARES TR
-$1.2M
255,079
-4%
减持
XLU
SELECT SECTOR SPDR TR
-$1.1M
76,586
-20%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$1.1M
229,858
-11%
增持
SUB
ISHARES TR
+$1.1M
29,208
+57%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.1M
13,627
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$1.0M
74,932
-10%
增持
SCHA
SCHWAB STRATEGIC TR
-$1.0M
73,652
+68%
减持
HRL
HORMEL FOODS CORP
-$1.0M
15,068
-59%
建仓
ESGV
VANGUARD WORLD FD
+$975.0K
12,030
减持
F
FORD MTR CO DEL
-$967.0K
17,900
-71%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$960.0K
381,713
+11%
增持
PFF
ISHARES TR
+$918.0K
1,172,875
+11%
建仓
CEG
CONSTELLATION ENERGY CORP
+$904.0K
16,066
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$857.0K
21,382
-6%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$854.0K
23,429
-24%
减持
SHM
SPDR SER TR
-$846.0K
38,537
-29%
建仓
INKM
SSGA ACTIVE ETF TR
+$844.0K
24,728
建仓
PSK
SPDR SER TR
+$841.0K
21,563
减持
VTV
VANGUARD INDEX FDS
-$778.0K
23,889
-18%
减持
IGSB
ISHARES TR
-$753.0K
38,766
-24%
清仓
VTIP
VANGUARD MALVERN FDS
-$727.0K
0
-100%
增持
IXUS
ISHARES TR
+$715.0K
402,392
+9%
建仓
WFC
WELLS FARGO CO NEW
+$714.0K
14,735
减持
MBB
ISHARES TR
-$669.0K
74,758
-3%
增持
CVX
CHEVRON CORP NEW
+$616.0K
11,389
+8%
建仓
TFC
TRUIST FINL CORP
+$614.0K
10,831
减持
IWD
ISHARES TR
-$613.0K
83,525
-3%
增持
IEF
ISHARES TR
+$599.0K
19,346
+50%
增持
—
EXXON MOBIL CORP
+$594.0K
15,744
+36%
增持
MSFT
MICROSOFT CORP
-$588.0K
38,302
+4%
增持
IJR
ISHARES TR
-$581.0K
277,024
+4%
建仓
C
CITIGROUP INC
+$574.0K
10,745
减持
FLOT
ISHARES TR
-$570.0K
46,957
-19%
减持
SCHE
SCHWAB STRATEGIC TR
-$543.0K
93,769
-12%
建仓
SPYV
SPDR SER TR
+$505.0K
12,085
减持
EXC
EXELON CORP
-$490.0K
48,200
-0%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$483.0K
187,457
-3%
减持
NEE
NEXTERA ENERGY INC
-$482.0K
29,071
-8%
增持
IWM
ISHARES TR
-$461.0K
47,338
+3%
减持
SCHM
SCHWAB STRATEGIC TR
-$457.0K
66,647
-3%
清仓
—
KIRKLAND LAKE GOLD LTD
-$449.0K
0
-100%
增持
NUV
NUVEEN MUN VALUE FD INC
+$446.0K
121,523
+76%
增持
AOA
ISHARES TR
+$437.0K
17,456
+66%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$427.0K
365,087
+1%
增持
VTI
VANGUARD INDEX FDS
+$424.0K
27,693
+14%
减持
—
ISHARES TR
-$418.0K
111,561
-13%
减持
PG
PROCTER AND GAMBLE CO
-$407.0K
17,678
-7%
减持
AAPL
APPLE INC
-$396.0K
72,128
-1%
减持
—
ISHARES TR
-$341.0K
103,876
-11%
减持
EFAV
ISHARES TR
-$338.0K
27,799
-9%
清仓
XRNPX
COHEN & STEERS REIT & PFD &
-$306.0K
0
-100%
增持
PFE
PFIZER INC
+$300.0K
22,100
+55%
减持
IBDR
ISHARES TR
-$296.0K
75,606
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$294.0K
22,682
+37%
增持
SHV
ISHARES TR
+$291.0K
13,623
+24%
减持
FALN
ISHARES TR
-$289.0K
32,516
-18%
增持
CSCO
CISCO SYS INC
+$269.0K
16,697
+60%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$268.0K
136,428
-2%
增持
SUSL
ISHARES TR
-$246.0K
101,356
+3%
清仓
IIM
INVESCO VALUE MUN INCOME TR
-$241.0K
0
-100%
增持
—
ISHARES TR
+$229.0K
119,240
+10%
减持
—
INNOVATOR ETFS TR
-$217.0K
10,176
-24%
增持
—
PIONEER MUNICIPAL HIGH INCOM
-$212.0K
124,537
+0%
建仓
NRT
NORTH EUROPEAN OIL RTY TR
+$211.0K
13,254
减持
VXUS
VANGUARD STAR FDS
-$205.0K
18,311
-10%
清仓
—
WHEELS UP EXPERIENCE INC
-$205.0K
0
-100%
增持
ICSH
ISHARES TR
+$202.0K
25,790
+19%
增持
MRK
MERCK & CO INC
+$194.0K
26,150
+3%
减持
ESML
ISHARES TR
-$191.0K
23,588
-13%
增持
EFA
ISHARES TR
-$187.0K
54,927
+2%
增持
EAGG
ISHARES TR
+$183.0K
56,672
+14%
增持
—
ISHARES TR
+$178.0K
32,063
+32%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$173.0K
20,641
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$169.0K
12,104
+6%
增持
EEM
ISHARES TR
-$141.0K
60,450
+3%
减持
KO
COCA COLA CO
-$125.0K
19,429
-14%
减持
USMV
ISHARES TR
-$118.0K
12,601
-7%
增持
AOR
ISHARES TR
+$113.0K
16,448
+21%
增持
IBMQ
ISHARES TR
-$110.0K
84,036
+2%
