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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 20
增持 62
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$72.0M
1,991,802
+1361%
增持
VOO
VANGUARD INDEX FDS
+$53.1M
864,019
+20%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$50.7M
5,330,842
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。
+26%
减持
MUB
ISHARES TR
-$25.3M
908,858
-20%
增持
TFI
SPDR SER TR
+$23.1M
1,096,883
+87%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$23.0M
489,838
-48%
增持
NOBL
PROSHARES TR
+$17.0M
1,090,641
+15%
减持
COMT
ISHARES U S ETF TR
-$16.6M
1,208,820
-2%
增持
—
ISHARES TR
+$15.9M
793,692
+430%
增持
VLUE
ISHARES TR
+$14.7M
1,164,239
+15%
增持
AGZD
WISDOMTREE TR
+$12.9M
375,674
+398%
增持
—
ISHARES TR
+$9.5M
556,776
+257%
增持
VTEB
VANGUARD MUN BD FDS
+$8.9M
1,409,210
+16%
增持
LQDH
ISHARES U S ETF TR
+$8.7M
576,974
+20%
增持
IEFA
ISHARES TR
+$8.2M
2,274,153
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.4M
91,532
+270%
减持
DGRO
ISHARES TR
-$6.9M
91,296
-62%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.7M
632,999
+46%
减持
PFF
ISHARES TR
-$6.0M
915,803
-11%
增持
VTI
VANGUARD INDEX FDS
+$6.0M
69,549
+79%
增持
SPDW
SPDR INDEX SHS FDS
+$5.8M
278,180
+228%
增持
IVE
ISHARES TR
+$5.8M
684,149
+1%
建仓
PSK
SPDR SER TR
+$5.0M
153,145
增持
SCHZ
SCHWAB STRATEGIC TR
+$4.9M
646,145
+26%
增持
MUST
COLUMBIA ETF TR I
+$4.9M
353,965
+221%
建仓
HYMB
SPDR SER TR
+$4.9M
100,243
增持
VUG
VANGUARD INDEX FDS
+$4.8M
38,037
+154%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$4.7M
120,733
+560%
清仓
—
ISHARES TR
-$4.1M
0
-100%
增持
AGG
ISHARES TR
-$4.1M
961,329
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$3.8M
425,819
+13%
增持
SPYG
SPDR SER TR
+$3.7M
794,721
+13%
增持
BND
VANGUARD BD INDEX FDS
+$3.3M
449,272
+17%
增持
SCHE
SCHWAB STRATEGIC TR
+$3.2M
183,322
+312%
建仓
HD
HOME DEPOT INC
+$3.2M
10,149
增持
SCHX
SCHWAB STRATEGIC TR
+$3.2M
110,213
+174%
建仓
SPIP
SPDR SER TR
+$3.0M
116,753
减持
DFAX
DIMENSIONAL ETF TRUST
-$3.0M
1,630,571
-8%
减持
SCHG
SCHWAB STRATEGIC TR
-$2.9M
642,556
-3%
增持
—
ISHARES TR
+$2.7M
135,609
+592%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.6M
496,895
+12%
清仓
—
ISHARES TR
-$2.6M
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.6M
46,121
-31%
减持
EMB
ISHARES TR
-$2.4M
195,553
-12%
清仓
—
ISHARES TR
-$2.4M
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$2.3M
24,452
-57%
增持
SHYD
VANECK ETF TRUST
+$2.2M
162,714
+162%
减持
IJH
ISHARES TR
+$2.2M
196,710
-2%
建仓
WM
WASTE MGMT INC DEL
+$2.2M
13,956
建仓
VBR
VANGUARD INDEX FDS
+$2.1M
12,960
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$2.0M
136,415
+263%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.0M
33,286
+1%
减持
SHY
ISHARES TR
-$2.0M
29,100
-44%
清仓
SHM
SPDR SER TR
-$1.8M
0
-100%
建仓
IWN
ISHARES TR
+$1.8M
13,070
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
减持
MEAR
ISHARES U S ETF TR
-$1.7M
18,486
-65%
建仓
AVUS
AMERICAN CENTY ETF TR
+$1.7M
24,618
减持
SCHP
SCHWAB STRATEGIC TR
-$1.7M
116,264
-16%
增持
—
ISHARES TR
+$1.6M
145,286
+75%
减持
FLOT
ISHARES TR
-$1.6M
10,681
-75%
清仓
SHV
ISHARES TR
-$1.5M
0
-100%
减持
LQD
ISHARES TR
-$1.4M
10,354
-55%
增持
TIP
ISHARES TR
+$1.4M
409,828
+10%
减持
SUB
ISHARES TR
-$1.3M
16,915
-41%
减持
IGSB
ISHARES TR
-$1.3M
10,974
-69%
减持
MBB
ISHARES TR
-$1.2M
63,432
-13%
清仓
AOK
ISHARES TR
-$1.2M
0
-100%
减持
GOVT
ISHARES TR
-$1.2M
448,840
-6%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
81,917
+49%
增持
—
ISHARES TR
+$1.2M
111,529
+68%
建仓
ABT
ABBOTT LABS
+$1.1M
10,277
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
10,911
减持
IQLT
ISHARES TR
-$1.1M
82,490
-32%
增持
—
ISHARES TR
+$1.1M
171,665
+33%
增持
IJR
ISHARES TR
+$1.0M
290,560
+1%
增持
VTV
VANGUARD INDEX FDS
+$983.2K
28,747
+24%
减持
SCHO
SCHWAB STRATEGIC TR
-$960.5K
91,075
-16%
增持
IVW
ISHARES TR
-$952.4K
1,442,745
+2%
减持
IGRO
ISHARES TR
-$945.2K
18,771
-47%
增持
AAPL
APPLE INC
+$941.9K
77,664
+16%
减持
QUAL
ISHARES TR
-$855.0K
123,289
-8%
清仓
IDV
ISHARES TR
-$824.0K
0
-100%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$819.2K
11,765
增持
IEMG
ISHARES INC
-$799.9K
810,710
+3%
建仓
SCHR
SCHWAB STRATEGIC TR
+$794.5K
16,138
建仓
AVDE
AMERICAN CENTY ETF TR
+$779.2K
14,650
增持
PCY
INVESCO EXCH TRADED FD TR II
+$775.8K
79,580
+108%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$770.0K
0
-100%
减持
ESGE
ISHARES INC
-$769.6K
11,984
-66%
减持
IEF
ISHARES TR
-$717.8K
12,312
-34%
建仓
CMDY
ISHARES U S ETF TR
+$709.1K
13,009
减持
EEM
ISHARES TR
-$704.2K
43,371
-26%
增持
—
EXXON MOBIL CORP
+$691.7K
27,187
+1%
减持
IBDR
ISHARES TR
-$644.3K
44,226
-37%
清仓
MDLZ
MONDELEZ INTL INC
-$638.0K
0
-100%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$609.8K
12,853
-36%
清仓
GM
GENERAL MTRS CO
-$606.0K
0
-100%
建仓
HAL
HALLIBURTON CO
+$598.5K
15,210
建仓
IGF
ISHARES TR
+$596.2K
13,007
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$589.4K
53,005
-21%
减持
IVV
ISHARES TR
-$567.7K
119,576
-3%
减持
IWF
ISHARES TR
-$567.0K
29,355
-6%
减持
EFAV
ISHARES TR
-$560.9K
14,045
-39%
建仓
FLTR
VANECK ETF TRUST
+$542.5K
21,803
减持
BA
BOEING CO
+$536.0K
10,174
-1%
增持
IWM
ISHARES TR
+$530.1K
45,636
+4%
增持
MRK
MERCK & CO INC
+$528.6K
25,512
+1%
减持
USCI
UNITED STS COMMODITY INDEX F
-$481.7K
20,031
-32%
增持
CVX
CHEVRON CORP NEW
+$470.2K
10,715
+7%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$465.7K
11,567
-0%
增持
IBMO
ISHARES TR
+$459.9K
80,042
+30%
清仓
FGD
FIRST TR EXCHANGE TRADED FD
-$442.0K
0
-100%
清仓
OGN
ORGANON & CO
-$435.0K
0
-100%
减持
NUV
NUVEEN MUN VALUE FD INC
-$421.5K
175,174
-19%
清仓
EMHY
ISHARES INC
-$410.0K
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$396.5K
353,507
-7%
建仓
BSTP
INNOVATOR ETFS TR
+$385.4K
16,000
减持
SDY
SPDR SER TR
+$379.0K
62,177
-0%
减持
USIG
ISHARES TR
-$378.7K
131,282
-2%
减持
IWD
ISHARES TR
-$370.0K
69,496
-8%
增持
IBDS
ISHARES TR
+$364.5K
35,409
+83%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$359.1K
176,880
-5%
减持
FALN
ISHARES TR
-$353.9K
16,583
-46%
增持
NEE
NEXTERA ENERGY INC
+$335.4K
31,058
+6%
减持
VZ
VERIZON COMMUNICATIONS INC
-$328.7K
16,935
-14%
增持
IWR
ISHARES TR
+$324.8K
22,266
+22%
增持
AMZN
AMAZON COM INC
-$318.2K
23,426
+9%
增持
IBMP
ISHARES TR
+$307.4K
65,977
+23%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$303.9K
163,248
-11%
减持
CWI
SPDR INDEX SHS FDS
+$292.2K
1,149,549
-0%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$291.8K
18,396
+67%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$282.0K
24,025
+21%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$268.1K
208,724
-5%
减持
IXUS
ISHARES TR
-$262.0K
405,252
-3%
减持
SCHM
SCHWAB STRATEGIC TR
-$244.3K
59,833
-10%
建仓
SPMB
SPDR SER TR
+$242.2K
11,161
减持
—
ISHARES TR
-$236.3K
89,791
-8%
减持
SPY
SPDR S&P 500 ETF TR
-$228.6K
16,441
-5%
减持
DFAC
DIMENSIONAL ETF TRUST
-$225.8K
2,512,403
-4%
减持
SCHB
SCHWAB STRATEGIC TR
-$224.0K
967,664
-2%
增持
EAGG
ISHARES TR
+$217.7K
62,104
+13%
建仓
AGI
ALAMOS GOLD INC NEW
+$207.8K
20,552
减持
NVG
NUVEEN AMT FREE MUN CR INC F
-$207.4K
38,761
-25%
增持
PCG
PG&E CORP
+$206.0K
31,117
+4%
增持
—
ISHARES TR
+$178.7K
79,842
+12%
增持
F
FORD MTR CO DEL
+$162.3K
34,074
+62%
增持
ESGD
ISHARES TR
+$159.9K
40,719
+2%
增持
IBTG
ISHARES TR
+$155.6K
20,232
+57%
增持
INTC
INTEL CORP
-$146.7K
18,930
+9%
