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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
增持 49
减持 88
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
FLTR
VANECK ETF TRUST
-$75.5M
22,798
-99%
增持
SPAB
SPDR SER TR
+$61.8M
6,324,197
+65%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$53.1M
3,029,764
+44%
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
TFI
SPDR SER TR
+$37.6M
3,037,355
+39%
减持
VOO
VANGUARD INDEX FDS
+$29.1M
1,015,993
-1%
减持
VTV
VANGUARD INDEX FDS
-$26.4M
741,958
-22%
增持
SPSM
SPDR SER TR
+$12.3M
2,958,140
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$12.0M
4,959,442
+3%
减持
IVW
ISHARES TR
+$9.1M
1,508,126
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$7.9M
2,518,817
+8%
增持
—
ISHARES TR
+$6.6M
427,114
+153%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.5M
2,380,838
+6%
减持
IVE
ISHARES TR
+$6.0M
662,419
-0%
减持
SCHG
SCHWAB STRATEGIC TR
+$5.5M
638,261
-2%
增持
SPIB
SPDR SER TR
+$5.0M
2,609,136
+8%
增持
NOBL
PROSHARES TR
+$4.8M
1,160,893
+1%
增持
BND
VANGUARD BD INDEX FDS
+$4.7M
1,009,141
+9%
增持
—
ISHARES TR
+$4.5M
1,186,163
+18%
增持
VIGI
VANGUARD WHITEHALL FDS
+$4.2M
783,077
+6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$4.0M
323,072
-19%
增持
VTI
VANGUARD INDEX FDS
+$3.3M
39,118
+50%
减持
SCHB
SCHWAB STRATEGIC TR
+$3.3M
892,161
-0%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.1M
2,460,122
-2%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$3.1M
833,422
+9%
清仓
V
VISA INC
-$2.7M
0
-100%
增持
IJH
ISHARES TR
+$2.2M
192,625
+0%
减持
IVV
ISHARES TR
+$2.0M
114,111
-4%
增持
—
ISHARES TR
+$2.0M
803,689
+13%
减持
PFF
ISHARES TR
-$1.7M
1,100,570
-4%
增持
IJR
ISHARES TR
+$1.6M
288,106
+3%
增持
—
ISHARES TR
+$1.6M
152,265
+71%
清仓
GOOGL
ALPHABET INC
-$1.5M
0
-100%
增持
IEF
ISHARES TR
+$1.4M
25,239
+152%
减持
IEFA
ISHARES TR
-$1.4M
2,194,531
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.2M
33,336
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.2M
61,073
+70%
增持
SPDW
SPDR INDEX SHS FDS
+$1.1M
78,644
+75%
减持
AAPL
APPLE INC
+$1.1M
78,655
-8%
减持
GOVT
ISHARES TR
-$1.0M
434,980
-7%
减持
SCHZ
SCHWAB STRATEGIC TR
-$995.6K
438,562
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$954.1K
356,975
+6%
增持
IEMG
ISHARES INC
+$921.7K
832,942
+1%
清仓
EFAV
ISHARES TR
-$887.3K
0
-100%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$852.4K
417,702
-4%
清仓
GTO
INVESCO ACTIVELY MANAGED ETF
-$807.2K
0
-100%
清仓
USMV
ISHARES TR
-$801.2K
0
-100%
减持
QUAL
ISHARES TR
+$777.9K
119,372
-3%
减持
SPYG
SPDR SER TR
+$760.6K
746,521
-8%
清仓
WFC
WELLS FARGO CO NEW
-$741.0K
0
-100%
减持
ITOT
ISHARES TR
+$721.3K
161,111
-3%
减持
AMZN
AMAZON COM INC
+$717.6K
30,853
-4%
减持
MSFT
MICROSOFT CORP
+$717.4K
26,281
-8%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$700.8K
521,398
+3%
减持
VLUE
ISHARES TR
-$697.8K
46,615
-15%
减持
VUG
VANGUARD INDEX FDS
-$630.8K
19,781
-21%
减持
NKE
NIKE INC
-$605.1K
11,331
-25%
减持
IXUS
ISHARES TR
-$591.3K
355,929
-4%
减持
MBB
ISHARES TR
-$588.2K
53,330
-9%
减持
—
EXXON MOBIL CORP
-$580.7K
21,184
-19%
减持
IUSB
ISHARES TR
-$576.2K
23,162
-34%
增持
MUB
ISHARES TR
+$569.3K
1,040,527
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$512.7K
17,291
-1%
增持
KO
COCA COLA CO
+$511.5K
31,143
+42%
清仓
HAL
HALLIBURTON CO
-$495.6K
0
-100%
减持
SUSL
ISHARES TR
+$475.9K
85,001
-1%
减持
USIG
ISHARES TR
-$473.5K
416,881
-1%
减持
SCHV
SCHWAB STRATEGIC TR
+$467.5K
332,347
-0%
减持
COMT
ISHARES U S ETF TR
-$463.5K
69,427
-17%
清仓
IYE
ISHARES TR
-$447.5K
0
-100%
减持
IWF
ISHARES TR
+$412.9K
32,151
-7%
增持
AGG
ISHARES TR
-$408.2K
915,596
+1%
清仓
BSTP
INNOVATOR ETFS TR
-$406.4K
0
-100%
减持
TIP
ISHARES TR
-$400.4K
21,689
-13%
减持
NEE
NEXTERA ENERGY INC
-$393.7K
30,854
-11%
清仓
—
LITHIUM AMERS CORP NEW
-$391.7K
0
-100%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$390.6K
80,000
-34%
增持
PG
PROCTER AND GAMBLE CO
+$380.9K
22,377
+10%
减持
CWI
SPDR INDEX SHS FDS
+$367.1K
1,046,913
-0%
清仓
ESGE
ISHARES INC
-$363.0K
0
-100%
增持
—
ISHARES TR
+$361.3K
192,558
+11%
减持
IWD
ISHARES TR
+$356.8K
73,062
-0%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$345.3K
62,241
+43%
减持
EMB
ISHARES TR
-$338.8K
25,260
-14%
减持
SCHP
SCHWAB STRATEGIC TR
-$328.9K
103,447
-4%
清仓
T
AT&T INC
-$307.6K
0
-100%
增持
—
ISHARES TR
+$297.0K
86,704
+17%
减持
IWM
ISHARES TR
+$296.4K
40,095
-1%
减持
CVX
CHEVRON CORP NEW
-$283.6K
11,598
-10%
减持
—
ISHARES TR
-$281.2K
154,525
-7%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$267.8K
290,546
-0%
减持
BAC
BANK AMERICA CORP
-$264.8K
31,414
-23%
减持
—
ISHARES TR
-$256.7K
130,553
-7%
减持
—
PIONEER MUNICIPAL HIGH INCOM
-$256.1K
80,000
-26%
减持
AGZD
WISDOMTREE TR
-$234.3K
14,188
-28%
增持
AOR
ISHARES TR
+$231.2K
20,924
+24%
减持
—
ISHARES TR
-$225.1K
107,412
-6%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$221.5K
0
-100%
减持
WM
WASTE MGMT INC DEL
-$219.4K
11,866
-15%
增持
DVN
DEVON ENERGY CORP NEW
-$213.5K
96,801
+0%
减持
VBR
VANGUARD INDEX FDS
-$211.8K
10,641
-14%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$211.7K
40,997
-8%
减持
CEG
CONSTELLATION ENERGY CORP
+$201.6K
16,066
-1%
增持
ICSH
ISHARES TR
+$201.4K
22,094
+22%
增持
AOA
ISHARES TR
+$187.0K
29,120
+6%
减持
SCHM
SCHWAB STRATEGIC TR
+$179.9K
58,851
-0%
增持
DVY
ISHARES TR
+$174.6K
18,762
+13%
减持
ESGU
ISHARES TR
-$166.1K
11,456
-19%
减持
DFAX
DIMENSIONAL ETF TRUST
+$152.6K
1,661,621
-1%
减持
SCHO
SCHWAB STRATEGIC TR
-$152.2K
77,938
-2%
减持
XLU
SELECT SECTOR SPDR TR
-$136.5K
13,578
-10%
减持
DIS
DISNEY WALT CO
-$126.9K
11,587
-0%
减持
IBMP
ISHARES TR
-$125.9K
92,324
-4%
减持
FALN
ISHARES TR
-$118.8K
18,498
-21%
减持
IWR
ISHARES TR
-$116.2K
11,441
-16%
增持
EEM
ISHARES TR
+$109.8K
51,973
+5%
减持
IBMQ
ISHARES TR
-$100.1K
116,302
-2%
减持
IBMO
ISHARES TR
-$98.5K
82,916
-3%
减持
VYM
VANGUARD WHITEHALL FDS
-$94.5K
53,803
-2%
减持
DGRO
ISHARES TR
-$81.9K
51,581
-6%
增持
F
FORD MTR CO DEL
+$81.7K
31,389
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.7K
11,304
-2%
增持
SPIP
SPDR SER TR
+$78.0K
23,506
+18%
减持
SUB
ISHARES TR
-$76.5K
12,607
-5%
增持
DFUS
DIMENSIONAL ETF TRUST
+$70.3K
18,132
+0%
增持
SDY
SPDR SER TR
-$70.1K
62,180
+0%
减持
EXC
EXELON CORP
-$68.4K
48,200
-1%
减持
IGRO
ISHARES TR
-$62.0K
11,807
-10%
减持
SHY
ISHARES TR
-$61.7K
14,531
-4%
减持
JNJ
JOHNSON & JOHNSON
+$60.8K
11,163
-3%
减持
VXUS
VANGUARD STAR FDS
-$59.5K
15,573
-8%
增持
PFE
PFIZER INC
-$59.3K
20,455
+3%
减持
LQDH
ISHARES U S ETF TR
-$55.5K
17,448
-5%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$53.4K
212,510
+0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$52.5K
14,592
-2%
减持
SCHF
SCHWAB STRATEGIC TR
-$50.9K
437,269
-3%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$45.8K
24,027
+0%
减持
ENB
ENBRIDGE INC
-$44.4K
16,072
-4%
减持
EFV
ISHARES TR
-$39.7K
19,166
-5%
增持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$38.6K
177,290
+0%
减持
MRK
MERCK & CO INC
+$38.5K
25,658
-7%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$38.2K
11,353
-3%
增持
DFUV
DIMENSIONAL ETF TRUST
+$37.8K
21,610
+2%
减持
ESGD
ISHARES TR
+$29.8K
44,117
-1%
增持
CSCO
CISCO SYS INC
+$28.2K
14,090
+5%
增持
INTC
INTEL CORP
+$27.4K
14,938
+3%
减持
SCHE
SCHWAB STRATEGIC TR
-$27.1K
65,799
-2%
减持
SHYD
VANECK ETF TRUST
-$21.3K
17,868
-5%
减持
EFA
ISHARES TR
+$20.6K
34,965
-1%
减持
FNDF
SCHWAB STRATEGIC TR
-$20.1K
17,274
-7%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$19.4K
48,312
-2%
