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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 7
增持 74
减持 63
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$64.7M
1,447,231
+6%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$46.4M
7,019,899
+6%
建仓
EOG
EOG RES INC
+$36.0M
286,086
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
SPAB
SPDR SER TR
+$19.4M
10,803,023
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.8M
6,574,509
+6%
增持
VIGI
VANGUARD WHITEHALL FDS
+$10.4M
1,674,849
+9%
增持
VTEB
VANGUARD MUN BD FDS
+$9.9M
3,353,311
+7%
增持
SPYG
SPDR SER TR
+$9.1M
889,791
+5%
减持
IVW
ISHARES TR
+$8.8M
1,475,631
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.6M
2,153,510
+5%
建仓
NVDA
NVIDIA CORPORATION
+$7.7M
62,647
增持
SPIB
SPDR SER TR
+$6.7M
3,324,564
+7%
减持
IEFA
ISHARES TR
-$5.7M
2,270,239
-1%
增持
SHM
SPDR SER TR
+$4.9M
1,504,965
+8%
减持
IVE
ISHARES TR
-$4.5M
665,680
-1%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.4M
578,561
-1%
增持
AAPL
APPLE INC
+$4.3M
96,021
+3%
减持
IWY
ISHARES TR
+$4.1M
270,801
-2%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$3.7M
2,370,316
+8%
增持
SPSM
SPDR SER TR
+$3.6M
1,813,624
+9%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.6M
1,005,127
+7%
增持
NOBL
PROSHARES TR
-$3.5M
1,220,869
+2%
减持
AGG
ISHARES TR
-$3.4M
966,391
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
358,942
-15%
增持
CMF
ISHARES TR
+$2.5M
59,831
+267%
增持
TFI
SPDR SER TR
+$2.4M
1,643,259
+5%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.3M
610,142
+7%
增持
—
ISHARES TR
+$2.1M
1,277,845
+7%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
53,250
+13%
增持
SCHB
SCHWAB STRATEGIC TR
+$2.0M
940,697
+0%
增持
—
ISHARES TR
+$1.9M
894,833
+10%
建仓
GOOG
ALPHABET INC
+$1.9M
10,383
增持
PFF
ISHARES TR
+$1.8M
1,529,686
+6%
建仓
ABBV
ABBVIE INC
+$1.8M
10,339
清仓
VLUE
ISHARES TR
-$1.7M
0
-100%
增持
IBTG
ISHARES TR
+$1.7M
314,740
+30%
减持
IEMG
ISHARES INC
+$1.7M
889,670
-0%
减持
MUB
ISHARES TR
-$1.4M
1,117,484
-0%
增持
GOOGL
ALPHABET INC
+$1.4M
17,544
+46%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.3M
250,899
+9%
建仓
RTX
RTX CORPORATION
+$1.3M
12,917
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.2M
2,197,236
-3%
增持
SUSL
ISHARES TR
+$1.1M
82,592
+12%
增持
MSFT
MICROSOFT CORP
+$1.1M
33,109
+1%
清仓
—
RTX CORPORATION
-$1.1M
0
-100%
增持
AMZN
AMAZON COM INC
+$1.0M
26,769
+17%
减持
BND
VANGUARD BD INDEX FDS
-$1.0M
25,991
-35%
减持
DFAX
DIMENSIONAL ETF TRUST
-$1.0M
1,546,640
-2%
增持
IJR
ISHARES TR
-$997.9K
294,592
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$989.3K
152,815
+118%
减持
IXUS
ISHARES TR
-$891.6K
328,743
-3%
减持
—
ISHARES TR
-$881.9K
311,861
-10%
减持
BTT
BLACKROCK MUN TARGET TERM TR
-$797.1K
10,857
-78%
增持
IBMP
ISHARES TR
+$770.8K
87,109
+56%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$763.6K
263,521
-5%
减持
SCHV
SCHWAB STRATEGIC TR
-$733.6K
324,800
-0%
减持
IVV
ISHARES TR
-$714.6K
93,523
-5%
清仓
HYMB
SPDR SER TR
-$662.8K
0
-100%
增持
CWI
SPDR INDEX SHS FDS
+$640.0K
1,207,777
+2%
减持
IWF
ISHARES TR
+$533.0K
27,679
-2%
增持
PG
PROCTER AND GAMBLE CO
+$513.1K
31,943
+9%
建仓
ET
ENERGY TRANSFER L P
+$506.6K
31,231
增持
NEE
NEXTERA ENERGY INC
+$473.9K
34,115
+12%
增持
ROK
ROCKWELL AUTOMATION INC
-$468.3K
33,590
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$468.1K
20,568
+0%
增持
IBMO
ISHARES TR
+$448.9K
90,704
+24%
减持
USIG
ISHARES TR
-$448.0K
394,101
-1%
增持
IBTH
ISHARES TR
+$429.9K
87,015
+29%
增持
ESGD
ISHARES TR
+$425.1K
47,246
+15%
增持
IBTI
ISHARES TR
+$418.8K
76,886
+34%
减持
QUAL
ISHARES TR
+$417.7K
101,269
-1%
减持
SCHM
SCHWAB STRATEGIC TR
-$404.4K
53,370
-5%
减持
IWD
ISHARES TR
-$398.6K
69,358
-1%
减持
IJH
ISHARES TR
-$394.1K
120,568
-2%
建仓
RVT
ROYCE SMALL CAP TRUST INC
+$337.0K
23,292
减持
GOVT
ISHARES TR
-$310.0K
385,156
-3%
减持
SPDW
SPDR INDEX SHS FDS
-$308.8K
138,413
-4%
减持
IUSB
ISHARES TR
-$304.5K
63,753
-9%
清仓
FLTR
VANECK ETF TRUST
-$303.2K
0
-100%
清仓
FALN
ISHARES TR
-$290.5K
0
-100%
增持
IWM
ISHARES TR
-$287.1K
39,517
+0%
增持
ESML
ISHARES TR
+$282.1K
34,695
+33%
增持
SDY
SPDR SER TR
-$248.7K
61,988
+0%
减持
DGRO
ISHARES TR
-$235.4K
22,547
-15%
减持
COMT
ISHARES U S ETF TR
-$235.1K
15,066
-37%
减持
SCHA
SCHWAB STRATEGIC TR
-$228.9K
59,299
-4%
减持
CEG
CONSTELLATION ENERGY CORP
+$224.3K
16,317
-1%
清仓
SCHH
SCHWAB STRATEGIC TR
-$218.7K
0
-100%
增持
—
ISHARES TR
+$213.8K
99,472
+9%
增持
MRK
MERCK & CO INC
-$193.8K
26,145
+1%
增持
INTC
INTEL CORP
-$187.6K
14,743
+1%
减持
VUG
VANGUARD INDEX FDS
+$178.1K
13,859
-5%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$175.5K
380,867
+1%
减持
EXC
EXELON CORP
-$173.0K
48,735
-2%
增持
EAGG
ISHARES TR
+$171.3K
80,599
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$165.8K
440,702
+3%
减持
MBB
ISHARES TR
-$157.1K
46,187
-3%
增持
LDEM
ISHARES TR
+$145.7K
19,864
+16%
减持
DON
WISDOMTREE TR
-$138.3K
56,864
-1%
减持
SHY
ISHARES TR
-$133.6K
10,046
-14%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$131.8K
10,122
-1%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$130.3K
67,793
-2%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$126.7K
349,498
+1%
减持
VTV
VANGUARD INDEX FDS
-$125.5K
29,615
-1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$122.0K
11,135
-11%
减持
ITOT
ISHARES TR
-$119.2K
149,189
-4%
减持
—
ISHARES TR
-$117.8K
147,531
-3%
增持
IBMQ
ISHARES TR
+$116.8K
107,074
+6%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$110.4K
122,324
-10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$110.2K
29,597
+2%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$109.9K
44,167
+0%
减持
EMB
ISHARES TR
-$105.8K
19,544
-5%
减持
WMT
WALMART INC
+$99.7K
16,582
-2%
增持
KO
COCA COLA CO
+$96.9K
32,210
+1%
减持
GTO
POWERSHARES ACTIVELY MANAGED
-$88.6K
10,115
-15%
减持
SCHX
SCHWAB STRATEGIC TR
+$79.1K
40,079
-0%
减持
SCHE
SCHWAB STRATEGIC TR
+$78.0K
65,772
-0%
减持
CSCO
CISCO SYS INC
-$77.0K
14,531
-5%
减持
—
ISHARES TR
-$70.6K
159,771
-2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$69.4K
18,700
-11%
增持
EFA
ISHARES TR
+$67.7K
34,751
+5%
增持
IBTO
ISHARES TR
+$65.6K
18,700
+19%
减持
AOR
ISHARES TR
-$65.4K
16,388
-8%
增持
IBDT
ISHARES TR
+$63.8K
60,872
+5%
减持
DVY
ISHARES TR
-$61.5K
18,595
-1%
减持
IQLT
ISHARES TR
-$61.4K
67,295
-1%
增持
JNJ
JOHNSON & JOHNSON
-$60.5K
12,592
+5%
减持
IBDR
ISHARES TR
-$60.0K
120,242
-2%
增持
AOA
ISHARES TR
+$59.1K
26,852
+1%
增持
DIS
DISNEY WALT CO
-$56.3K
13,139
+18%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$53.6K
13,413
-4%
减持
ICSH
ISHARES TR
-$51.1K
17,139
-6%
减持
EEM
ISHARES TR
+$47.6K
51,679
-1%
增持
CVX
CHEVRON CORP NEW
+$45.6K
12,882
+3%
减持
—
EXXON MOBIL CORP
-$44.0K
22,671
-1%
增持
SCHZ
SCHWAB STRATEGIC TR
-$43.6K
509,053
+1%
增持
BGRN
ISHARES TR
+$43.5K
19,955
+6%
增持
VXUS
VANGUARD STAR FDS
+$41.4K
15,506
+5%
减持
LQDH
ISHARES U S ETF TR
-$41.1K
10,814
-3%
减持
SHYD
VANECK ETF TRUST
-$40.6K
13,724
-12%
增持
SUB
ISHARES TR
+$39.8K
11,204
+4%
减持
DFUV
DIMENSIONAL ETF TRUST
-$37.4K
20,992
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$36.5K
18,071
+0%
增持
IBTK
ISHARES TR
+$36.5K
12,961
+18%
增持
IBTJ
ISHARES TR
+$36.2K
13,194
+15%
增持
IBDU
ISHARES TR
+$33.8K
29,115
+6%
增持
IBDV
ISHARES TR
+$32.6K
40,872
+5%
增持
IBDY
ISHARES TR
+$31.8K
22,281
+7%
减持
VZ
VERIZON COMMUNICATIONS INC
-$31.5K
10,160
-5%
增持
IBDX
ISHARES TR
+$30.3K
30,341
+5%
