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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 12
增持 69
减持 61
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$86.7M
1,816,302
+16%
增持
MBB
ISHARES TR
+$84.2M
941,711
+2003%
减持
AGG
ISHARES TR
-$78.1M
149,871
-84%
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。
减持
TFI
SPDR SER TR
-$61.6M
424,225
-76%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$50.3M
2,059,688
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$48.8M
1,964,943
+68%
增持
HYMB
SPDR SER TR
+$48.4M
1,982,348
+3138%
减持
IEFA
ISHARES TR
-$48.1M
1,437,549
-36%
增持
SPIB
SPDR SER TR
+$41.1M
5,038,144
+31%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$40.0M
21,780
-97%
减持
IVW
ISHARES TR
-$37.5M
1,081,372
-20%
增持
VTEB
VANGUARD MUN BD FDS
+$37.4M
4,630,555
+21%
减持
MUB
ISHARES TR
-$35.3M
802,166
-29%
增持
SPSM
SPDR SER TR
+$31.2M
3,004,000
+48%
增持
IQLT
ISHARES TR
+$30.5M
829,212
+1194%
建仓
IGEB
ISHARES TR
+$27.5M
611,374
增持
QUAL
ISHARES TR
+$21.6M
230,078
+131%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$21.5M
3,700,049
+37%
建仓
IEI
ISHARES TR
+$20.8M
175,865
减持
SPAB
SPDR SER TR
-$20.4M
11,745,372
-8%
建仓
DYNF
BLACKROCK ETF TRUST
+$18.4M
376,398
减持
IWY
ISHARES TR
-$15.9M
204,727
-19%
减持
IVE
ISHARES TR
-$15.2M
557,167
-12%
减持
IJR
ISHARES TR
-$14.8M
172,256
-39%
建仓
HYG
ISHARES TR
+$13.8M
175,434
增持
IEF
ISHARES TR
+$13.8M
156,991
+1164%
减持
USIG
ISHARES TR
-$12.2M
139,906
-64%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$10.3M
2,526,308
+7%
减持
VIGI
VANGUARD WHITEHALL FDS
-$10.0M
1,738,592
-10%
增持
VTI
VANGUARD INDEX FDS
+$9.9M
93,869
+72%
减持
SHM
SPDR SER TR
-$9.5M
1,508,867
-12%
减持
SCHG
SCHWAB STRATEGIC TR
-$8.5M
2,127,611
-4%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$8.5M
421,219
+34%
减持
IVV
ISHARES TR
-$7.7M
80,333
-10%
减持
SCHB
SCHWAB STRATEGIC TR
-$7.4M
2,557,985
-7%
建仓
SUB
ISHARES TR
+$7.1M
67,632
建仓
SHYM
BLACKROCK ETF TRUST II
+$6.7M
297,380
增持
SPYG
SPDR SER TR
-$6.4M
941,935
+1%
增持
NOBL
PROSHARES TR
+$6.3M
1,267,831
+2%
减持
AMZN
AMAZON COM INC
-$5.2M
71,960
-16%
增持
AAPL
APPLE INC
-$4.8M
172,060
+0%
减持
DFAC
DIMENSIONAL ETF TRUST
-$4.8M
2,000,671
-2%
增持
EAGG
ISHARES TR
+$4.4M
160,030
+133%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.2M
7,190,319
-5%
减持
ITM
VANECK ETF TRUST
-$3.4M
10,289
-88%
增持
IBTG
ISHARES TR
+$3.3M
670,114
+27%
减持
IEMG
ISHARES INC
-$3.2M
785,755
-10%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.7M
774,249
-13%
减持
SCHF
SCHWAB STRATEGIC TR
-$2.7M
721,477
-21%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$2.6M
372,669
+3%
增持
IBTH
ISHARES TR
+$2.5M
373,267
+42%
减持
IUSB
ISHARES TR
-$2.5M
12,747
-81%
减持
ITOT
ISHARES TR
-$2.5M
120,555
-10%
减持
PG
PROCTER AND GAMBLE CO
-$2.2M
33,324
-29%
减持
IWM
ISHARES TR
-$2.0M
26,913
-20%
增持
MLN
VANECK ETF TRUST
+$2.0M
131,091
+840%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$2.0M
7,723,962
+1%
清仓
PEP
PEPSICO INC
-$1.9M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
22,803
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$1.8M
201,116
+81%
减持
EOG
EOG RES INC
+$1.7M
324,591
-0%
减持
IWF
ISHARES TR
-$1.6M
25,871
-5%
增持
IBTI
ISHARES TR
+$1.6M
176,515
+63%
增持
IBTJ
ISHARES TR
+$1.5M
126,863
+109%
增持
PFF
ISHARES TR
+$1.5M
1,884,697
+5%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.4M
381,892
+7%
减持
CWI
SPDR INDEX SHS FDS
+$1.2M
1,188,221
-2%
减持
IXUS
ISHARES TR
-$1.2M
279,277
-11%
清仓
GIS
GENERAL MLS INC
-$1.2M
0
-100%
减持
AFL
AFLAC INC
-$1.1M
19,035
-39%
减持
SDY
SPDR SER TR
-$1.1M
66,447
-13%
增持
BGRN
ISHARES TR
+$1.1M
39,533
+137%
减持
GOVT
ISHARES TR
-$1.1M
324,348
-13%
增持
NVDA
NVIDIA CORPORATION
-$1.0M
77,902
+11%
增持
VXUS
VANGUARD STAR FDS
+$984.4K
36,026
+69%
清仓
EFG
ISHARES TR
-$975.6K
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC
-$962.9K
33,418
-0%
增持
MSFT
MICROSOFT CORP
-$961.3K
38,892
+5%
减持
IJH
ISHARES TR
-$956.5K
112,098
-7%
增持
IBTO
ISHARES TR
+$943.2K
62,223
+138%
增持
ESGD
ISHARES TR
+$926.9K
50,674
+20%
清仓
AEM
AGNICO EAGLE MINES LTD
-$918.1K
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$914.9K
228,176
-11%
清仓
IBDY
ISHARES TR
-$906.5K
0
-100%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$866.8K
371,461
-5%
建仓
HIMU
BLACKROCK ETF TRUST II
+$849.2K
17,145
建仓
MDLZ
MONDELEZ INTL INC
+$737.0K
10,862
增持
IBMO
ISHARES TR
+$717.9K
144,392
+24%
减持
GOOG
ALPHABET INC
-$714.2K
13,823
-8%
减持
DFAX
DIMENSIONAL ETF TRUST
+$710.9K
1,430,766
-3%
增持
JPM
JPMORGAN CHASE & CO.
+$685.9K
14,399
+21%
建仓
IEUR
ISHARES TR
+$679.7K
11,300
减持
ABBV
ABBVIE INC
+$670.7K
21,509
-0%
增持
IBMP
ISHARES TR
+$666.6K
158,745
+19%
增持
GOOGL
ALPHABET INC
-$648.8K
25,758
+5%
减持
VUG
VANGUARD INDEX FDS
-$639.1K
13,618
-2%
增持
—
ISHARES TR
+$606.2K
148,658
+17%
增持
CMF
ISHARES TR
+$585.0K
68,077
+20%
减持
EEM
ISHARES TR
-$565.6K
36,125
-30%
减持
PRFZ
INVESCO EXCHANGE TRADED FD T
-$564.5K
56,822
-13%
减持
SHYD
VANECK ETF TRUST
-$557.1K
13,724
-64%
增持
—
ISHARES TR
+$556.1K
216,737
+11%
减持
JNJ
JOHNSON & JOHNSON
-$530.3K
12,935
-30%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$525.0K
0
-100%
增持
—
ISHARES TR
+$519.0K
1,051,268
+2%
增持
IBDR
ISHARES TR
+$516.6K
146,155
+16%
清仓
ICSH
ISHARES TR
-$510.1K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$503.5K
13,358
+4%
增持
EXC
EXELON CORP
+$492.5K
51,644
+3%
增持
DVN
DEVON ENERGY CORP NEW
+$470.2K
98,814
+0%
增持
SUSL
ISHARES TR
+$459.8K
81,786
+14%
增持
IBDT
ISHARES TR
+$435.5K
87,731
+23%
减持
SCHX
SCHWAB STRATEGIC TR
-$424.4K
127,185
-9%
增持
IBTK
ISHARES TR
+$423.2K
38,811
+119%
减持
SPDW
SPDR INDEX SHS FDS
-$421.6K
153,216
-13%
减持
MRK
MERCK & CO INC
-$421.5K
25,045
-7%
减持
IWD
ISHARES TR
-$421.1K
61,203
-5%
减持
AGGY
WISDOMTREE TR
-$389.0K
34,080
-22%
建仓
IBTP
ISHARES TR
+$356.2K
13,875
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$334.0K
29,612
-5%
增持
IBMR
ISHARES TR
+$325.0K
83,819
+18%
建仓
SCHD
SCHWAB STRATEGIC TR
+$324.8K
11,618
减持
NEE
NEXTERA ENERGY INC
-$315.6K
33,827
-11%
增持
SCHP
SCHWAB STRATEGIC TR
+$296.4K
235,664
+1%
增持
IBDS
ISHARES TR
+$293.6K
117,825
+10%
减持
—
EXXON MOBIL CORP
+$286.7K
30,456
-2%
增持
SPY
SPDR S&P 500 ETF TR
-$282.0K
29,658
+3%
增持
CEG
CONSTELLATION ENERGY CORP
-$272.8K
17,430
+3%
增持
IBMQ
ISHARES TR
+$262.3K
172,701
+6%
清仓
PWZ
INVESCO EXCH TRADED FD TR II
-$255.1K
0
-100%
增持
RTX
RTX CORPORATION
+$236.9K
13,995
+0%
减持
VBR
VANGUARD INDEX FDS
-$229.2K
10,206
-5%
增持
LDEM
ISHARES TR
+$227.3K
21,025
+20%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$221.0K
39,771
-2%
增持
ABT
ABBOTT LABS
+$209.2K
10,584
+0%
减持
WMT
WALMART INC
-$197.5K
17,373
-9%
增持
CSCO
CISCO SYS INC
+$196.5K
12,974
+27%
减持
SCHZ
SCHWAB STRATEGIC TR
-$175.3K
1,019,167
-3%
增持
HDV
ISHARES TR
+$171.2K
17,215
+1%
增持
IBDU
ISHARES TR
+$165.4K
81,507
+8%
减持
BND
VANGUARD BD INDEX FDS
-$162.5K
23,085
-11%
增持
BAC
BANK AMERICA CORP
+$159.6K
37,567
+17%
增持
IBMS
ISHARES TR
+$157.7K
44,218
+16%
减持
DON
WISDOMTREE TR
-$157.2K
54,140
-3%
增持
IBDW
ISHARES TR
+$130.6K
53,892
+11%
减持
FNDX
SCHWAB STRATEGIC TR
-$127.6K
10,634
-34%
增持
IAU
ISHARES GOLD TR
+$123.3K
12,901
+0%
增持
T
AT&T INC
+$107.6K
12,127
+17%
增持
DIS
DISNEY WALT CO
-$103.0K
13,679
+5%
增持
EMB
ISHARES TR
+$100.2K
18,200
+5%
