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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 21
增持 53
减持 55
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
VTV
VANGUARD INDEX FDS
+$127.8M
954,207
+3219%
建仓
SPSM
SPDR SER TR
+$102.6M
2,717,304
减持
VLUE
ISHARES TR
-$101.0M
54,756
-95%
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。
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$99.8M
2,108,692
建仓
SPAB
SPDR SER TR
+$98.6M
3,823,462
增持
VOO
VANGUARD INDEX FDS
+$81.2M
1,023,032
+18%
建仓
SPIB
SPDR SER TR
+$78.8M
2,425,405
增持
FLTR
VANECK ETF TRUST
+$75.5M
3,047,332
+13877%
增持
VIGI
VANGUARD WHITEHALL FDS
+$53.8M
741,667
+6204%
增持
TFI
SPDR SER TR
+$52.6M
2,192,293
+100%
减持
LQDH
ISHARES U S ETF TR
-$50.5M
18,304
-97%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$49.9M
761,400
增持
VTEB
VANGUARD MUN BD FDS
+$48.9M
2,341,734
+66%
减持
TIP
ISHARES TR
-$40.9M
24,803
-94%
增持
BND
VANGUARD BD INDEX FDS
+$36.3M
929,230
+107%
减持
COMT
ISHARES U S ETF TR
-$31.8M
83,878
-93%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$16.5M
337,179
减持
AGZD
WISDOMTREE TR
-$15.5M
19,801
-95%
增持
USIG
ISHARES TR
+$14.9M
421,536
+221%
增持
MUB
ISHARES TR
+$14.6M
1,025,488
+13%
减持
EMB
ISHARES TR
-$14.0M
29,263
-85%
增持
IVW
ISHARES TR
+$12.8M
1,521,759
+5%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$12.7M
2,237,193
+12%
减持
IEFA
ISHARES TR
+$9.3M
2,236,387
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$8.3M
452,774
-30%
减持
VTI
VANGUARD INDEX FDS
-$8.0M
26,078
-63%
增持
PFF
ISHARES TR
+$7.7M
1,143,703
+25%
减持
SPDW
SPDR INDEX SHS FDS
-$6.8M
44,952
-84%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$6.7M
4,803,999
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.6M
648,900
+1%
增持
NOBL
PROSHARES TR
+$6.5M
1,146,804
+5%
增持
—
ISHARES TR
+$5.4M
1,006,310
+27%
清仓
PSK
SPDR SER TR
-$5.0M
0
-100%
清仓
HYMB
SPDR SER TR
-$4.9M
0
-100%
减持
MUST
COLUMBIA ETF TR I
-$4.9M
109,039
-69%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$4.8M
17,101
-86%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.7M
449,412
-29%
增持
SPYG
SPDR SER TR
+$4.5M
808,972
+2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$4.4M
400,804
-18%
减持
VYM
VANGUARD WHITEHALL FDS
-$4.1M
54,989
-40%
增持
AAPL
APPLE INC
+$4.1M
85,945
+11%
增持
—
ISHARES TR
+$3.9M
713,654
+28%
增持
DFAX
DIMENSIONAL ETF TRUST
+$3.4M
1,673,015
+3%
清仓
HD
HOME DEPOT INC
-$3.2M
0
-100%
减持
SHYD
VANECK ETF TRUST
-$3.2M
18,832
-88%
减持
AGG
ISHARES TR
-$3.1M
904,164
-6%
减持
IVV
ISHARES TR
+$2.9M
118,787
-1%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$2.8M
0
-100%
减持
SCHX
SCHWAB STRATEGIC TR
-$2.7M
46,468
-58%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.7M
67,198
-63%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.7M
2,498,513
-1%
建仓
V
VISA INC
+$2.7M
11,789
减持
SPIP
SPDR SER TR
-$2.5M
19,849
-83%
增持
IEMG
ISHARES INC
+$2.3M
822,587
+1%
增持
IWF
ISHARES TR
+$2.1M
34,520
+18%
清仓
BA
BOEING CO
-$1.9M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.9M
24,968
-34%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.9M
290,645
-16%
建仓
NKE
NIKE INC
+$1.9M
15,131
减持
DGRO
ISHARES TR
-$1.8M
54,809
-40%
清仓
IWN
ISHARES TR
-$1.8M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.8M
36,012
-56%
建仓
JNJ
JOHNSON & JOHNSON
+$1.8M
11,528
清仓
AVUS
AMERICAN CENTY ETF TR
-$1.7M
0
-100%
建仓
IUSB
ISHARES TR
+$1.6M
35,307
减持
IVE
ISHARES TR
+$1.6M
664,367
-3%
建仓
GOOGL
ALPHABET INC
+$1.5M
14,889
减持
SCHV
SCHWAB STRATEGIC TR
-$1.5M
332,871
-6%
清仓
PCY
INVESCO EXCH TRADED FD TR II
-$1.5M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.3M
31,991
+37%
建仓
ESGU
ISHARES TR
+$1.3M
14,180
增持
QUAL
ISHARES TR
+$1.3M
123,498
+0%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
33,353
+0%
建仓
EFG
ISHARES TR
+$1.2M
12,446
清仓
ABT
ABBOTT LABS
-$1.1M
0
-100%
减持
SHY
ISHARES TR
-$1.1M
15,091
-48%
增持
—
ISHARES TR
+$1.1M
168,634
+34%
清仓
LQD
ISHARES TR
-$1.1M
0
-100%
增持
DVN
DEVON ENERGY CORP NEW
-$1.0M
96,678
+0%
增持
SUSL
ISHARES TR
+$1.0M
85,671
+12%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$996.2K
0
-100%
增持
—
ISHARES TR
+$935.6K
173,930
+28%
清仓
MEAR
ISHARES U S ETF TR
-$919.1K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$864.7K
17,470
+6%
建仓
USMV
ISHARES TR
+$801.2K
11,014
清仓
SCHR
SCHWAB STRATEGIC TR
-$794.5K
0
-100%
增持
IBMP
ISHARES TR
+$785.6K
95,835
+45%
清仓
ESGV
VANGUARD WORLD FD
-$782.4K
0
-100%
清仓
AVDE
AMERICAN CENTY ETF TR
-$779.2K
0
-100%
增持
GOVT
ISHARES TR
+$776.8K
469,393
+5%
增持
IBMQ
ISHARES TR
+$756.9K
118,214
+31%
减持
IWM
ISHARES TR
-$745.0K
40,427
-11%
建仓
WFC
WELLS FARGO CO NEW
+$741.0K
19,824
清仓
CMDY
ISHARES U S ETF TR
-$709.1K
0
-100%
减持
XLU
SELECT SECTOR SPDR TR
-$698.8K
15,144
-38%
清仓
PFM
INVESCO EXCHANGE TRADED FD T
-$671.8K
0
-100%
减持
CWI
SPDR INDEX SHS FDS
-$669.4K
1,048,920
-9%
增持
IWD
ISHARES TR
+$635.6K
73,392
+6%
清仓
IGF
ISHARES TR
-$596.2K
0
-100%
减持
IJH
ISHARES TR
+$582.4K
192,535
-2%
减持
IXUS
ISHARES TR
-$576.4K
369,323
-9%
增持
PG
PROCTER AND GAMBLE CO
+$567.4K
20,274
+26%
减持
IWR
ISHARES TR
-$550.1K
13,612
-39%
清仓
IGSB
ISHARES TR
-$546.7K
0
-100%
清仓
FLOT
ISHARES TR
-$537.6K
0
-100%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$532.7K
505,606
+2%
减持
SCHB
SCHWAB STRATEGIC TR
-$517.0K
895,382
-7%
增持
ESGD
ISHARES TR
+$510.8K
44,372
+9%
减持
SCHO
SCHWAB STRATEGIC TR
-$495.5K
79,892
-12%
建仓
SHM
SPDR SER TR
+$477.1K
10,033
建仓
IYE
ISHARES TR
+$447.5K
10,229
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$403.6K
43,651
+71%
增持
EFV
ISHARES TR
+$402.3K
20,146
+61%
增持
EAGG
ISHARES TR
+$396.9K
68,657
+11%
建仓
KRBN
KRANESHARES TR
+$396.5K
10,000
建仓
—
LITHIUM AMERS CORP NEW
+$391.7K
18,000
减持
SUB
ISHARES TR
-$375.6K
13,261
-22%
减持
IJR
ISHARES TR
-$360.5K
280,642
-3%
减持
MSFT
MICROSOFT CORP
-$328.1K
28,554
-20%
减持
MBB
ISHARES TR
-$321.2K
58,715
-7%
建仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
+$312.8K
13,725
增持
EEM
ISHARES TR
+$302.5K
49,323
+14%
减持
IGRO
ISHARES TR
-$287.6K
13,101
-30%
减持
ITOT
ISHARES TR
+$286.2K
166,116
-5%
增持
AOA
ISHARES TR
+$280.7K
27,439
+12%
减持
SCHP
SCHWAB STRATEGIC TR
-$268.7K
107,305
-8%
减持
VZ
VERIZON COMMUNICATIONS INC
-$260.7K
10,454
-38%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$259.9K
44,003
+0%
清仓
SPMB
SPDR SER TR
-$242.2K
0
-100%
增持
NUV
NUVEEN MUN VALUE FD INC
+$231.2K
197,244
+13%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$221.5K
14,330
增持
PFE
PFIZER INC
-$193.7K
19,844
+1%
减持
EFA
ISHARES TR
+$185.6K
35,156
-1%
增持
CVX
CHEVRON CORP NEW
+$185.3K
12,923
+21%
减持
IEF
ISHARES TR
-$184.6K
10,035
-18%
增持
FALN
ISHARES TR
+$180.0K
23,274
+40%
增持
IBMO
ISHARES TR
+$168.5K
85,637
+7%
减持
DIS
DISNEY WALT CO
+$149.9K
11,599
-0%
减持
IQLT
ISHARES TR
+$147.2K
79,861
-3%
减持
—
EXXON MOBIL CORP
-$146.0K
26,014
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$132.7K
44,613
-3%
减持
—
ISHARES TR
-$131.6K
165,949
-3%
增持
HDV
ISHARES TR
+$127.5K
18,471
+10%
减持
—
ISHARES TR
-$124.9K
74,067
-7%
增持
VXUS
VANGUARD STAR FDS
+$124.8K
16,897
+8%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$121.5K
434,107
+2%
减持
—
ISHARES TR
-$121.4K
139,920
-4%
增持
CEG
CONSTELLATION ENERGY CORP
-$115.8K
16,169
+1%
增持
—
ISHARES TR
+$112.8K
114,762
+3%
增持
LDEM
ISHARES TR
+$107.7K
15,570
+10%
