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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 78
减持 36
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$69.6M
1,149,698
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$36.9M
5,749,936
+5%
清仓
—
ISHARES TR
-$27.9M
0
-100%
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
SPHQ
INVESCO EXCHANGE TRADED FD T
+$23.1M
3,493,947
+5%
增持
SPSM
SPDR SER TR
+$21.7M
3,367,603
+3%
建仓
CPHC
CANTERBURY PK HLDG CORP
+$14.9M
730,995
增持
IEFA
ISHARES TR
+$14.2M
2,213,435
+1%
增持
VTV
VANGUARD INDEX FDS
+$13.7M
831,317
+4%
增持
SPAB
SPDR SER TR
+$13.7M
7,003,413
+3%
减持
IVE
ISHARES TR
+$12.9M
656,531
-0%
增持
MUB
ISHARES TR
+$12.6M
1,091,634
+6%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$11.3M
1,008,387
+10%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$11.2M
2,779,888
+6%
增持
VIGI
VANGUARD WHITEHALL FDS
+$10.7M
912,682
+6%
增持
—
ISHARES TR
+$10.5M
698,427
+180%
增持
ITM
VANECK ETF TRUST
+$10.4M
247,727
+769%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$9.0M
501,607
+54%
增持
NOBL
PROSHARES TR
+$8.4M
1,189,256
+0%
增持
VTEB
VANGUARD MUN BD FDS
+$8.0M
2,671,408
+0%
增持
AGG
ISHARES TR
+$7.8M
955,774
+3%
减持
IVW
ISHARES TR
+$7.7M
1,468,236
-2%
增持
SPIB
SPDR SER TR
+$7.7M
2,944,758
+4%
增持
BND
VANGUARD BD INDEX FDS
+$7.6M
1,131,952
+4%
清仓
—
ISHARES TR
-$7.3M
0
-100%
减持
TFI
SPDR SER TR
+$7.3M
3,146,953
-2%
增持
—
ISHARES TR
+$6.4M
1,162,107
+30%
增持
—
ISHARES TR
+$5.9M
576,525
+69%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.4M
157,535
+127%
增持
SPYG
SPDR SER TR
+$5.2M
771,625
+2%
减持
SCHB
SCHWAB STRATEGIC TR
+$5.1M
912,272
-0%
增持
SCHA
SCHWAB STRATEGIC TR
+$5.0M
152,603
+192%
减持
IJH
ISHARES TR
+$4.6M
190,733
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.4M
597,521
-4%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.4M
2,325,971
-4%
增持
IBTG
ISHARES TR
+$4.3M
221,573
+588%
增持
IJR
ISHARES TR
+$4.2M
290,264
+1%
增持
SPDW
SPDR INDEX SHS FDS
+$4.0M
170,115
+194%
增持
PFF
ISHARES TR
+$3.7M
1,329,801
+6%
增持
—
ISHARES TR
+$3.4M
240,884
+129%
清仓
—
ISHARES TR
-$3.4M
0
-100%
增持
IUSB
ISHARES TR
+$3.3M
92,226
+319%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.9M
337,144
+5%
增持
IEMG
ISHARES INC
+$2.8M
841,069
+1%
增持
AGGY
WISDOMTREE TR
+$2.8M
80,088
+334%
增持
CWI
SPDR INDEX SHS FDS
+$2.7M
1,110,108
+1%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
44,931
+19%
减持
IVV
ISHARES TR
+$2.6M
104,398
-5%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.5M
1,612,651
-2%
增持
SCHZ
SCHWAB STRATEGIC TR
+$2.3M
511,866
+5%
增持
AAPL
APPLE INC
+$2.2M
80,616
+4%
增持
MSFT
MICROSOFT CORP
+$2.2M
26,862
+7%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.0M
292,761
+5%
增持
SCHE
SCHWAB STRATEGIC TR
+$2.0M
146,765
+112%
增持
SHYD
VANECK ETF TRUST
+$1.9M
105,036
+488%
建仓
JNJ
JOHNSON & JOHNSON
+$1.9M
12,090
建仓
GOOGL
ALPHABET INC
+$1.8M
12,759
建仓
HYMB
SPDR SER TR
+$1.6M
65,161
增持
IBDR
ISHARES TR
+$1.3M
112,300
+95%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.3M
517,927
+5%
增持
ROK
ROCKWELL AUTOMATION INC
+$1.3M
34,838
+5%
建仓
ABT
ABBOTT LABS
+$1.3M
11,651
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$1.3M
15,767
减持
IXUS
ISHARES TR
+$1.3M
341,808
-2%
减持
QUAL
ISHARES TR
+$1.3M
106,587
-3%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.3M
397,775
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
19,163
+4%
减持
ITOT
ISHARES TR
+$1.2M
153,642
-3%
建仓
IBTH
ISHARES TR
+$1.1M
49,217
清仓
NKE
NIKE INC
-$1.1M
0
-100%
减持
VLUE
ISHARES TR
-$1.0M
21,089
-39%
增持
IWM
ISHARES TR
+$994.1K
40,346
+0%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$973.9K
12,568
减持
IWF
ISHARES TR
+$924.1K
30,354
-2%
建仓
—
RTX CORPORATION
+$923.4K
10,975
建仓
SHM
SPDR SER TR
+$911.5K
19,074
清仓
EFG
ISHARES TR
-$864.9K
0
-100%
建仓
IBTI
ISHARES TR
+$850.7K
38,293
增持
PREF
PRINCIPAL EXCHANGE TRADED FD
+$833.5K
72,797
+178%
增持
IBDT
ISHARES TR
+$821.6K
43,927
+276%
增持
SUSL
ISHARES TR
+$801.4K
83,537
+1%
清仓
RTX
RTX CORPORATION
-$775.6K
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$768.8K
33,829
+5%
增持
KO
COCA COLA CO
+$757.6K
31,915
+59%
减持
IWD
ISHARES TR
+$700.3K
70,548
-2%
增持
GTO
INVESCO ACTIVELY MANAGED ETF
+$626.6K
23,912
+112%
增持
SDY
SPDR SER TR
+$619.6K
62,184
+0%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
+$616.4K
11,559
-0%
清仓
SPSB
SPDR SER TR
-$602.9K
0
-100%
清仓
VTIP
VANGUARD MALVERN FDS
-$585.3K
0
-100%
增持
IBDS
ISHARES TR
+$559.4K
51,577
+77%
增持
EAGG
ISHARES TR
+$556.3K
75,287
+12%
建仓
IBTO
ISHARES TR
+$478.1K
19,247
建仓
IBDV
ISHARES TR
+$443.9K
20,515
减持
COMT
ISHARES U S ETF TR
-$430.9K
28,320
-28%
清仓
SPYV
SPDR SER TR
-$418.2K
0
-100%
清仓
F
FORD MTR CO DEL
-$409.5K
0
-100%
增持
IBDW
ISHARES TR
+$400.2K
36,710
+96%
清仓
NVG
NUVEEN AMT FREE MUN CR INC F
-$388.9K
0
-100%
建仓
IBDX
ISHARES TR
+$378.6K
15,007
减持
SCHM
SCHWAB STRATEGIC TR
+$369.2K
56,081
-2%
增持
IBMO
ISHARES TR
+$366.3K
93,296
+15%
清仓
KRBN
KRANESHARES TR
-$361.3K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$352.3K
34,407
+13%
增持
ESGD
ISHARES TR
+$351.5K
44,468
+2%
增持
—
EXXON MOBIL CORP
-$348.0K
21,528
+1%
建仓
IBDU
ISHARES TR
+$338.7K
14,680
建仓
RVT
ROYCE VALUE TR INC
+$338.1K
23,224
减持
IBMP
ISHARES TR
-$332.1K
75,726
-18%
增持
WM
WASTE MGMT INC DEL
+$330.4K
11,581
+1%
清仓
NZF
NUVEEN MUNICIPAL CREDIT INC
-$312.6K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
+$305.3K
52,087
-2%
增持
BAC
BANK AMERICA CORP
+$304.7K
44,456
+2%
建仓
IBDY
ISHARES TR
+$296.2K
11,458
增持
PG
PROCTER AND GAMBLE CO
+$288.5K
21,829
+9%
增持
SCHX
SCHWAB STRATEGIC TR
+$286.8K
42,933
+2%
减持
LQDH
ISHARES U S ETF TR
-$282.5K
12,793
-20%
减持
SCHF
SCHWAB STRATEGIC TR
+$281.3K
418,077
-6%
建仓
IBTJ
ISHARES TR
+$280.5K
12,878
建仓
IBTK
ISHARES TR
+$276.5K
14,020
清仓
NUBD
NUSHARES ETF TR
-$276.4K
0
-100%
减持
IQLT
ISHARES TR
+$270.4K
76,370
-1%
减持
AMZN
AMAZON COM INC
+$259.0K
26,206
-11%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$257.4K
65,524
-33%
增持
DIS
DISNEY WALT CO
+$256.2K
12,759
+15%
增持
MRK
MERCK & CO INC
+$251.9K
26,442
+3%
清仓
SHLS
SHOALS TECHNOLOGIES GROUP IN
-$250.5K
0
-100%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$248.7K
69,287
-3%
增持
INTC
INTEL CORP
+$248.5K
15,146
+5%
增持
IWR
ISHARES TR
+$240.6K
13,188
+16%
减持
DON
WISDOMTREE TR
+$234.6K
57,367
-2%
减持
NUV
NUVEEN MUN VALUE FD INC
-$229.3K
109,267
-23%
清仓
—
WALGREENS BOOTS ALLIANCE INC
-$227.0K
0
-100%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$220.4K
86,477
-28%
减持
DGRO
ISHARES TR
-$220.1K
41,862
-16%
建仓
IBTL
ISHARES TR
+$219.6K
10,694
增持
VZ
VERIZON COMMUNICATIONS INC
+$217.7K
15,981
+35%
减持
ICSH
ISHARES TR
-$217.5K
17,784
-20%
增持
DVN
DEVON ENERGY CORP NEW
-$216.4K
96,941
+0%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$213.1K
41,888
-25%
减持
TIP
ISHARES TR
-$210.3K
11,631
-17%
增持
SCHP
SCHWAB STRATEGIC TR
+$207.1K
110,680
+0%
减持
EFA
ISHARES TR
+$191.7K
33,468
-1%
增持
ESML
ISHARES TR
+$185.3K
28,166
+7%
增持
DVY
ISHARES TR
+$182.7K
18,787
+0%
增持
CEG
CONSTELLATION ENERGY CORP
+$178.2K
16,523
+3%
增持
AOA
ISHARES TR
+$177.1K
27,937
+1%
增持
—
ISHARES TR
+$174.6K
174,030
+3%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$172.5K
42,618
-4%
减持
IBMQ
ISHARES TR
-$165.8K
117,217
-10%
增持
CVX
CHEVRON CORP NEW
-$157.8K
12,154
+4%
