小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 50
减持 77
清仓 14
方向
标的
Δ市值
现股数(环比)
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$210.7M
6,615,038
+89%
增持
VOO
VANGUARD INDEX FDS
+$156.9M
1,371,080
+19%
减持
VTV
VANGUARD INDEX FDS
-$119.4M
29,940
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。
-96%
减持
BND
VANGUARD BD INDEX FDS
-$80.4M
39,765
-96%
减持
TFI
SPDR SER TR
-$75.1M
1,566,792
-50%
增持
SPAB
SPDR SER TR
+$72.1M
9,954,072
+42%
减持
SPSM
SPDR SER TR
-$70.4M
1,665,635
-51%
增持
SHM
SPDR SER TR
+$65.3M
1,394,713
+7212%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$61.2M
13,964
-99%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$54.9M
937,696
建仓
IWY
ISHARES TR
+$54.0M
276,578
增持
VIGI
VANGUARD WHITEHALL FDS
+$53.3M
1,541,679
+69%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$52.4M
2,200,512
减持
IJH
ISHARES TR
-$45.4M
122,650
-36%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$34.7M
6,181,290
+8%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$33.1M
570,507
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$28.7M
2,049,335
-26%
增持
VTEB
VANGUARD MUN BD FDS
+$21.7M
3,124,553
+17%
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$19.6M
0
-100%
增持
IVW
ISHARES TR
+$17.4M
1,512,417
+3%
清仓
CPHC
CANTERBURY PK HLDG CORP
-$14.9M
0
-100%
增持
IEFA
ISHARES TR
+$14.9M
2,298,586
+4%
增持
SPYG
SPDR SER TR
+$12.0M
850,552
+10%
增持
IVE
ISHARES TR
+$11.4M
672,404
+2%
减持
ITM
VANECK ETF TRUST
-$8.0M
78,762
-68%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$7.8M
347,035
-31%
增持
NOBL
PROSHARES TR
+$7.6M
1,191,817
+0%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.4M
936,495
+3%
清仓
VYM
VANGUARD WHITEHALL FDS
-$5.8M
0
-100%
减持
—
ISHARES TR
-$5.6M
348,064
-40%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$5.2M
229,303
+46%
增持
PFF
ISHARES TR
+$5.0M
1,440,629
+8%
增持
SPIB
SPDR SER TR
+$4.9M
3,106,582
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.8M
420,074
-19%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.4M
582,099
-3%
减持
SCHA
SCHWAB STRATEGIC TR
-$4.2M
61,792
-60%
减持
DFAC
DIMENSIONAL ETF TRUST
+$4.0M
2,253,857
-3%
增持
MSFT
MICROSOFT CORP
+$3.6M
32,640
+22%
增持
CWI
SPDR INDEX SHS FDS
+$3.5M
1,181,413
+6%
增持
IEMG
ISHARES INC
+$3.4M
890,965
+6%
增持
—
ISHARES TR
+$2.6M
810,858
+16%
增持
AGG
ISHARES TR
+$2.4M
992,843
+4%
增持
MUB
ISHARES TR
+$2.1M
1,119,661
+3%
减持
IVV
ISHARES TR
+$2.0M
98,707
-5%
减持
AGGY
WISDOMTREE TR
-$2.0M
35,564
-56%
减持
SHYD
VANECK ETF TRUST
-$2.0M
15,511
-85%
减持
SCHE
SCHWAB STRATEGIC TR
-$2.0M
66,096
-55%
减持
—
ISHARES TR
-$1.9M
162,938
-32%
增持
ITOT
ISHARES TR
+$1.7M
154,726
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.6M
20,505
+7%
增持
VTI
VANGUARD INDEX FDS
+$1.6M
47,002
+5%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
29,306
+34%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.3M
429,675
+3%
清仓
ABT
ABBOTT LABS
-$1.3M
0
-100%
清仓
PREF
PRINCIPAL EXCHANGE TRADED FD
-$1.3M
0
-100%
清仓
TIP
ISHARES TR
-$1.3M
0
-100%
减持
QUAL
ISHARES TR
+$1.2M
102,677
-4%
减持
SCHV
SCHWAB STRATEGIC TR
+$1.2M
326,333
-3%
减持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
16,465
-0%
减持
ROK
ROCKWELL AUTOMATION INC
-$1.1M
33,347
-4%
减持
IUSB
ISHARES TR
-$1.1M
69,915
-24%
建仓
WMT
WALMART INC
+$1.0M
17,003
增持
IJR
ISHARES TR
+$998.0K
293,332
+1%
减持
HYMB
SPDR SER TR
-$985.7K
25,801
-60%
清仓
VTC
VANGUARD SCOTTSDALE FDS
-$973.9K
0
-100%
减持
DFAX
DIMENSIONAL ETF TRUST
+$941.8K
1,585,013
-2%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$939.7K
0
-100%
建仓
CMF
ISHARES TR
+$938.2K
16,306
减持
IXUS
ISHARES TR
+$907.9K
340,429
-0%
增持
—
ISHARES TR
+$864.0K
1,194,315
+3%
减持
IWD
ISHARES TR
+$841.4K
69,787
-1%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$719.3K
378,212
-2%
减持
DGRO
ISHARES TR
-$718.7K
26,426
-37%
清仓
IGRO
ISHARES TR
-$713.1K
0
-100%
建仓
AEM
AGNICO EAGLE MINES LTD
+$697.8K
11,699
清仓
XLU
SELECT SECTOR SPDR TR
-$690.4K
0
-100%
清仓
SPTL
SPDR SER TR
-$676.5K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
-$621.3K
144,093
-15%
减持
SCHZ
SCHWAB STRATEGIC TR
-$616.9K
505,353
-1%
增持
VUG
VANGUARD INDEX FDS
+$586.3K
14,542
+2%
减持
GTO
INVESCO ACTIVELY MANAGED ETF
-$572.1K
11,910
-50%
增持
WM
WASTE MGMT INC DEL
+$564.0K
12,377
+7%
减持
—
ISHARES TR
-$552.3K
152,612
-12%
减持
MRK
MERCK & CO INC
+$547.9K
25,999
-2%
减持
IBMO
ISHARES TR
-$532.3K
72,889
-22%
减持
IBMP
ISHARES TR
-$516.8K
55,932
-26%
增持
IBDS
ISHARES TR
+$512.4K
73,389
+42%
增持
DVN
DEVON ENERGY CORP NEW
+$508.7K
97,651
+1%
建仓
IBMR
ISHARES TR
+$506.1K
20,046
增持
—
EXXON MOBIL CORP
+$501.5K
22,831
+6%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$471.6K
28,984
-14%
减持
VLUE
ISHARES TR
-$443.6K
15,601
-26%
减持
IBMQ
ISHARES TR
-$437.4K
101,392
-14%
增持
IBTG
ISHARES TR
+$413.3K
241,188
+9%
增持
AAPL
APPLE INC
+$410.2K
92,904
+15%
增持
IBTI
ISHARES TR
+$409.0K
57,427
+50%
增持
IBDV
ISHARES TR
+$392.4K
39,083
+91%
增持
IBTH
ISHARES TR
+$389.0K
67,283
+37%
减持
SDY
SPDR SER TR
+$361.3K
61,966
-0%
减持
IWF
ISHARES TR
+$353.8K
28,352
-7%
增持
IBDT
ISHARES TR
+$341.9K
57,980
+32%
清仓
RVT
ROYCE VALUE TR INC
-$338.1K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$337.6K
44,024
+0%
增持
IBDX
ISHARES TR
+$336.2K
28,813
+92%
减持
SCHM
SCHWAB STRATEGIC TR
+$334.2K
55,977
-0%
减持
GOVT
ISHARES TR
-$304.0K
395,389
-2%
减持
AOR
ISHARES TR
-$289.8K
17,755
-26%
增持
IBDU
ISHARES TR
+$287.6K
27,444
+87%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$269.5K
12,570
-20%
减持
BAC
BANK AMERICA CORP
-$262.9K
32,540
-27%
增持
IBDR
ISHARES TR
+$240.2K
122,606
+9%
减持
—
ISHARES TR
-$237.6K
91,484
-9%
增持
IBDY
ISHARES TR
+$233.5K
20,790
+81%
清仓
T
AT&T INC
-$231.2K
0
-100%
清仓
IBTL
ISHARES TR
-$219.6K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$219.1K
276,496
-6%
建仓
SCHH
SCHWAB STRATEGIC TR
+$218.7K
10,775
减持
MBB
ISHARES TR
-$211.0K
47,582
-3%
减持
DIS
DISNEY WALT CO
+$208.9K
11,122
-13%
减持
IWM
ISHARES TR
+$207.0K
39,490
-2%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$185.4K
70,226
-19%
增持
USIG
ISHARES TR
+$179.9K
398,578
+2%
减持
IQLT
ISHARES TR
-$179.2K
67,809
-11%
减持
IWR
ISHARES TR
-$178.8K
10,064
-24%
减持
VV
VANGUARD INDEX FDS
+$177.0K
10,393
-2%
增持
CVX
CHEVRON CORP NEW
+$156.4K
12,484
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$152.0K
10,736
-33%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$151.3K
48,557
+16%
减持
AMZN
AMAZON COM INC
+$149.9K
22,905
-13%
减持
NEE
NEXTERA ENERGY INC
-$148.1K
30,383
-12%
减持
LQDH
ISHARES U S ETF TR
-$144.8K
11,123
-13%
减持
—
RTX CORPORATION
+$137.1K
10,874
-1%
减持
EFA
ISHARES TR
+$132.5K
33,238
-1%
减持
SHY
ISHARES TR
-$126.7K
11,664
-11%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$118.3K
69,142
-0%
减持
INTC
INTEL CORP
-$116.9K
14,585
-4%
减持
SUSL
ISHARES TR
-$109.8K
73,938
-11%
减持
DVY
ISHARES TR
+$108.9K
18,762
-0%
减持
EFV
ISHARES TR
-$98.0K
14,891
-15%
减持
FNDF
SCHWAB STRATEGIC TR
-$96.7K
15,442
-19%
减持
IBTO
ISHARES TR
-$94.9K
15,774
-18%
减持
PFE
PFIZER INC
-$87.0K
17,452
-12%
减持
EXC
EXELON CORP
+$81.6K
49,500
-0%
减持
DFUS
DIMENSIONAL ETF TRUST
+$79.9K
18,023
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$74.6K
40,219
-6%
增持
KO
COCA COLA CO
+$72.5K
31,926
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
+$68.8K
21,071
-1%
增持
SCHP
SCHWAB STRATEGIC TR
+$64.9K
112,009
+1%
减持
COMT
ISHARES U S ETF TR
-$63.4K
23,946
-15%
减持
IBTK
ISHARES TR
-$63.2K
10,984
-22%
