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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 73
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
VOO
VANGUARD INDEX FDS
-$723.8M
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$43.7M
7,280,618
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$42.9M
6,965,405
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。
+6%
增持
SPAB
SPDR SER TR
+$40.9M
11,932,079
+10%
增持
VIGI
VANGUARD WHITEHALL FDS
+$19.6M
1,763,827
+5%
增持
AAPL
APPLE INC
+$19.5M
170,327
+77%
增持
VTEB
VANGUARD MUN BD FDS
+$16.9M
3,618,618
+8%
增持
SPIB
SPDR SER TR
+$14.1M
3,628,885
+9%
增持
NOBL
PROSHARES TR
+$13.8M
1,228,667
+1%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$13.3M
2,248,115
+4%
增持
IEFA
ISHARES TR
+$12.9M
2,278,179
+0%
增持
SPSM
SPDR SER TR
+$11.5M
1,908,248
+5%
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.4M
22,697
增持
AMZN
AMAZON COM INC
+$10.2M
82,567
+208%
减持
IVE
ISHARES TR
+$9.2M
661,346
-1%
增持
AGG
ISHARES TR
+$8.1M
1,005,918
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$7.6M
1,095,154
+9%
增持
PFF
ISHARES TR
+$7.2M
1,668,984
+9%
增持
SHM
SPDR SER TR
+$5.9M
1,598,351
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$5.4M
28,882
+40%
增持
TFI
SPDR SER TR
+$4.9M
1,710,414
+4%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$4.9M
2,525,514
+7%
增持
SPYG
SPDR SER TR
+$4.1M
908,754
+2%
增持
EOG
EOG RES INC
+$4.1M
325,975
+14%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.9M
665,709
+9%
增持
IJR
ISHARES TR
+$3.7M
300,185
+2%
增持
IEMG
ISHARES INC
+$3.6M
891,996
+0%
减持
IVW
ISHARES TR
+$3.2M
1,459,489
-1%
增持
SDY
SPDR SER TR
+$3.0M
76,679
+24%
减持
SCHB
SCHWAB STRATEGIC TR
+$2.8M
930,687
-1%
增持
PG
PROCTER AND GAMBLE CO
+$2.7M
46,233
+45%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$2.7M
279,227
+11%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.6M
2,140,527
-3%
减持
CWI
SPDR INDEX SHS FDS
+$2.5M
1,205,859
-0%
增持
ABBV
ABBVIE INC
+$2.5M
21,693
+110%
建仓
JPM
JPMORGAN CHASE & CO.
+$2.5M
11,793
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$2.2M
151,374
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.0M
1,531,459
-1%
建仓
PEP
PEPSICO INC
+$2.0M
11,622
减持
—
ISHARES TR
-$1.9M
1,198,830
-6%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$1.6M
367,143
-4%
建仓
—
RTX CORPORATION
+$1.6M
12,951
增持
SCHF
SCHWAB STRATEGIC TR
+$1.4M
446,482
+1%
建仓
GIS
GENERAL MLS INC
+$1.3M
18,201
减持
MUB
ISHARES TR
+$1.3M
1,108,066
-1%
清仓
RTX
RTX CORPORATION
-$1.3M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
54,818
+3%
减持
—
ISHARES TR
-$1.3M
260,677
-16%
清仓
SUB
ISHARES TR
-$1.2M
0
-100%
增持
CEG
CONSTELLATION ENERGY CORP
+$1.1M
16,880
+3%
建仓
—
ISHARES TR
+$1.1M
42,930
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$1.1M
13,542
增持
—
ISHARES TR
+$1.1M
932,909
+4%
增持
IJH
ISHARES TR
+$1.0M
129,924
+8%
增持
MSFT
MICROSOFT CORP
+$1.0M
36,763
+11%
清仓
LQDH
ISHARES U S ETF TR
-$1.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$963.2K
17,300
+37%
减持
IWD
ISHARES TR
+$941.6K
68,717
-1%
减持
IXUS
ISHARES TR
+$924.7K
318,526
-3%
减持
USIG
ISHARES TR
+$892.0K
393,302
-0%
减持
IVV
ISHARES TR
+$885.5K
90,261
-3%
清仓
ICSH
ISHARES TR
-$866.0K
0
-100%
建仓
—
ISHARES TR
+$857.6K
36,477
减持
SUSL
ISHARES TR
-$839.6K
70,994
-14%
清仓
SHY
ISHARES TR
-$820.3K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$803.5K
258,038
-2%
增持
DVN
DEVON ENERGY CORP NEW
-$795.9K
97,974
+0%
增持
VXUS
VANGUARD STAR FDS
+$782.5K
26,529
+71%
减持
QUAL
ISHARES TR
+$780.0K
100,796
-0%
增持
IWM
ISHARES TR
+$777.4K
39,816
+1%
清仓
VGLT
VANGUARD SCOTTSDALE FDS
-$773.7K
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$737.3K
37,300
+9%
减持
SCHZ
SCHWAB STRATEGIC TR
+$711.1K
503,235
-1%
减持
ITOT
ISHARES TR
+$690.6K
146,563
-2%
增持
IBTG
ISHARES TR
+$665.8K
338,008
+7%
清仓
IBDU
ISHARES TR
-$660.0K
0
-100%
减持
—
ISHARES TR
-$629.9K
123,086
-17%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$621.5K
30,418
+3%
建仓
—
ISHARES TR
+$588.2K
22,281
建仓
—
ISHARES TR
+$585.2K
23,306
增持
IBMQ
ISHARES TR
+$582.7K
127,261
+19%
清仓
IBDY
ISHARES TR
-$561.5K
0
-100%
减持
IEF
ISHARES TR
-$559.9K
16,989
-29%
建仓
IYE
ISHARES TR
+$559.8K
12,080
建仓
IBMS
ISHARES TR
+$512.7K
19,823
增持
GOOGL
ALPHABET INC
+$511.9K
22,355
+27%
清仓
IBMR
ISHARES TR
-$479.5K
0
-100%
清仓
GTO
POWERSHARES ACTIVELY MANAGED
-$468.9K
0
-100%
减持
IWY
ISHARES TR
+$465.1K
266,109
-2%
减持
EAGG
ISHARES TR
-$455.5K
67,940
-16%
清仓
IBTO
ISHARES TR
-$448.8K
0
-100%
增持
IBTH
ISHARES TR
+$437.9K
104,207
+20%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$420.4K
0
-100%
减持
MRK
MERCK & CO INC
-$419.3K
24,810
-5%
增持
IBMP
ISHARES TR
+$414.0K
101,869
+17%
增持
CMF
ISHARES TR
+$413.5K
65,680
+10%
减持
SCHV
SCHWAB STRATEGIC TR
+$393.6K
304,277
-6%
增持
GOOG
ALPHABET INC
+$386.2K
13,701
+32%
建仓
PML
PIMCO MUN INCOME FD II
+$375.6K
40,000
增持
—
EXXON MOBIL CORP
+$375.1K
25,465
+12%
增持
IBTI
ISHARES TR
+$371.5K
91,089
+18%
增持
—
ISHARES TR
+$370.7K
112,722
+13%
增持
SCHA
SCHWAB STRATEGIC TR
+$368.3K
61,786
+4%
减持
VTV
VANGUARD INDEX FDS
+$363.1K
29,292
-1%
增持
AGGY
WISDOMTREE TR
+$358.6K
42,820
+18%
建仓
IDV
ISHARES TR
+$342.0K
11,312
增持
EXC
EXELON CORP
+$331.5K
49,771
+2%
增持
DGRO
ISHARES TR
+$325.1K
25,906
+15%
增持
DVY
ISHARES TR
+$308.6K
18,940
+2%
减持
ESGD
ISHARES TR
-$304.2K
40,606
-14%
增持
IBMO
ISHARES TR
+$301.1K
101,257
+12%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$300.5K
44,069
-0%
减持
SPDW
SPDR INDEX SHS FDS
+$296.4K
137,164
-1%
增持
KO
COCA COLA CO
+$292.8K
32,604
+1%
增持
VBR
VANGUARD INDEX FDS
+$290.7K
10,994
+5%
增持
WMT
WALMART INC
+$286.2K
17,448
+5%
增持
—
ISHARES TR
+$277.2K
169,289
+6%
建仓
T
AT&T INC
+$256.9K
11,675
减持
SCHM
SCHWAB STRATEGIC TR
+$255.0K
53,060
-1%
减持
DON
WISDOMTREE TR
+$231.3K
56,539
-1%
减持
ROK
ROCKWELL AUTOMATION INC
-$231.2K
33,582
-0%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$229.1K
67,743
-0%
减持
IBDS
ISHARES TR
-$227.7K
61,887
-15%
增持
SCHP
SCHWAB STRATEGIC TR
+$220.1K
113,169
+1%
增持
HDV
ISHARES TR
+$210.8K
17,044
+3%
减持
IBDR
ISHARES TR
-$207.6K
109,322
-9%
增持
IBTJ
ISHARES TR
+$204.3K
21,999
+67%
减持
GOVT
ISHARES TR
+$197.7K
379,132
-2%
减持
IUSB
ISHARES TR
-$195.6K
57,031
-11%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$195.2K
351,993
+1%
增持
AEM
AGNICO EAGLE MINES LTD
+$180.6K
11,739
+0%
减持
EFA
ISHARES TR
-$168.1K
30,539
-12%
增持
WPM
WHEATON PRECIOUS METALS CORP
+$151.6K
12,685
+7%
减持
EEM
ISHARES TR
+$150.4K
51,273
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$142.0K
12,492
+23%
减持
MBB
ISHARES TR
+$137.6K
45,695
-1%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$135.3K
39,761
-1%
减持
CVX
CHEVRON CORP NEW
-$133.3K
12,777
-1%
减持
BGRN
ISHARES TR
-$127.6K
16,572
-17%
增持
AOA
ISHARES TR
+$124.1K
27,019
+1%
减持
SCHE
SCHWAB STRATEGIC TR
+$123.4K
64,097
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$120.9K
39,734
-1%
增持
IBDX
ISHARES TR
+$114.5K
33,437
+10%
增持
INTC
INTEL CORP
-$110.2K
14,764
+0%
增持
FNDF
SCHWAB STRATEGIC TR
+$106.2K
17,316
+12%
减持
IQLT
ISHARES TR
+$104.1K
65,846
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$103.4K
24,536
+0%
增持
SHYD
VANECK ETF TRUST
+$91.5K
17,540
+28%
减持
BND
VANGUARD BD INDEX FDS
-$90.0K
23,734
-9%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
+$85.1K
151,792
-1%
