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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 16
增持 69
减持 57
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$194.4M
1,985,564
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$66.4M
7,576,249
+5%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$60.7M
8,043,049
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。
+4%
增持
VTI
VANGUARD INDEX FDS
+$27.5M
175,403
+87%
增持
QUAL
ISHARES TR
+$27.1M
363,535
+58%
增持
SPAB
SPDR SERIES TRUST
+$23.5M
12,634,914
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
+$21.3M
1,835,873
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.1M
2,697,697
+7%
增持
SPYG
SPDR SERIES TRUST
+$18.7M
989,939
+5%
增持
SPIB
SPDR SERIES TRUST
+$17.7M
5,512,775
+9%
增持
VTEB
VANGUARD MUN BD FDS
+$17.6M
5,046,259
+9%
增持
SCHA
SCHWAB STRATEGIC TR
+$16.2M
827,634
+312%
增持
MSFT
MICROSOFT CORP
+$16.0M
61,494
+58%
增持
SPSM
SPDR SERIES TRUST
+$12.5M
3,167,590
+5%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.1M
0
-100%
减持
MUB
ISHARES TR
-$11.7M
697,556
-13%
减持
IVW
ISHARES TR
+$10.3M
1,005,071
-7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$8.7M
2,096,896
+7%
减持
SCHG
SCHWAB STRATEGIC TR
+$7.9M
2,095,181
-2%
减持
IVE
ISHARES TR
-$7.7M
504,103
-10%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$7.5M
485,913
+15%
减持
AMZN
AMAZON COM INC
-$5.5M
37,510
-48%
增持
MLN
VANECK ETF TRUST
+$4.8M
420,049
+220%
减持
SCHB
SCHWAB STRATEGIC TR
+$4.7M
2,507,408
-2%
减持
IGEB
ISHARES TR
-$3.9M
519,201
-15%
建仓
GSLC
GOLDMAN SACHS ETF TR
+$3.4M
27,629
增持
SCHE
SCHWAB STRATEGIC TR
+$3.2M
160,686
+172%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$3.2M
253,498
+11%
减持
IWY
ISHARES TR
+$3.1M
187,654
-8%
减持
IEI
ISHARES TR
-$3.1M
148,667
-15%
减持
DYNF
BLACKROCK ETF TRUST
-$3.0M
282,180
-25%
减持
DFAC
DIMENSIONAL ETF TRUST
+$2.8M
1,920,574
-4%
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.8M
32,894
减持
EOG
EOG RES INC
-$2.8M
324,589
-0%
增持
AAPL
APPLE INC
-$2.7M
173,120
+1%
减持
IEFA
ISHARES TR
-$2.6M
1,271,801
-12%
增持
ROK
ROCKWELL AUTOMATION INC
+$2.6M
33,691
+1%
减持
TFI
SPDR SERIES TRUST
-$2.6M
370,864
-13%
减持
DFAX
DIMENSIONAL ETF TRUST
+$2.5M
1,362,512
-5%
建仓
UNP
UNION PAC CORP
+$2.4M
10,358
减持
CWI
SPDR INDEX SHS FDS
+$2.3M
1,148,042
-3%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
195,176
+27%
减持
IQLT
ISHARES TR
-$2.3M
708,484
-15%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$2.2M
2,166,091
+5%
增持
SUB
ISHARES TR
+$2.2M
87,599
+30%
增持
HYMB
SPDR SERIES TRUST
+$2.2M
2,104,713
+6%
减持
IEF
ISHARES TR
-$2.1M
134,274
-14%
建仓
BMO
BANK MONTREAL QUE
+$2.1M
19,044
增持
SHM
SPDR SERIES TRUST
+$2.1M
1,545,071
+2%
增持
JPM
JPMORGAN CHASE & CO.
+$2.1M
19,340
+34%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$2.0M
3,896,663
+5%
建仓
HYD
VANECK ETF TRUST
+$1.9M
38,606
减持
CEG
CONSTELLATION ENERGY CORP
+$1.9M
16,848
-3%
增持
PFF
ISHARES TR
+$1.9M
1,948,730
+3%
增持
MBB
ISHARES TR
+$1.8M
960,195
+2%
减持
HYG
ISHARES TR
-$1.8M
149,699
-15%
增持
IBTG
ISHARES TR
+$1.8M
747,142
+11%
增持
IBTH
ISHARES TR
+$1.7M
446,695
+20%
减持
SPY
SPDR S&P 500 ETF TR
+$1.6M
29,375
-1%
建仓
QEFA
SPDR INDEX SHS FDS
+$1.5M
17,689
减持
NVDA
NVIDIA CORPORATION
+$1.5M
62,878
-19%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$1.5M
29,353
减持
IWF
ISHARES TR
+$1.4M
25,336
-2%
建仓
PEP
PEPSICO INC
+$1.4M
10,332
减持
AGG
ISHARES TR
-$1.4M
135,719
-9%
增持
DGRO
ISHARES TR
+$1.3M
42,678
+83%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.3M
395,637
+7%
减持
VXUS
VANGUARD STAR FDS
-$1.2M
14,858
-59%
增持
IBMP
ISHARES TR
+$1.1M
202,026
+27%
增持
—
ISHARES TR
+$1.1M
260,361
+20%
减持
IVV
ISHARES TR
+$1.1M
74,434
-7%
增持
IBMR
ISHARES TR
+$1.1M
125,777
+50%
减持
IBTO
ISHARES TR
-$1.0M
21,500
-65%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
13,838
+2%
建仓
CMCSA
COMCAST CORP NEW
+$1.0M
28,030
增持
IBMO
ISHARES TR
+$961.9K
181,579
+26%
减持
USIG
ISHARES TR
-$944.5K
120,566
-14%
增持
CMF
ISHARES TR
+$936.8K
85,544
+26%
建仓
IBDY
ISHARES TR
+$911.0K
35,168
减持
SHYM
BLACKROCK ETF TRUST II
-$888.1K
262,371
-12%
增持
DIS
DISNEY WALT CO
+$878.5K
17,971
+31%
增持
IBTJ
ISHARES TR
+$878.1K
166,053
+31%
增持
IBTK
ISHARES TR
+$867.4K
82,180
+112%
减持
SUSL
ISHARES TR
+$833.5K
80,013
-2%
建仓
PREF
PRINCIPAL EXCHANGE TRADED FD
+$832.5K
43,885
清仓
CSCO
CISCO SYS INC
-$800.6K
0
-100%
减持
IEMG
ISHARES INC
-$800.0K
693,107
-12%
减持
GOVT
ISHARES TR
-$798.4K
289,674
-11%
增持
IBDR
ISHARES TR
+$784.9K
178,281
+22%
增持
IJH
ISHARES TR
+$753.1K
117,608
+5%
清仓
MDLZ
MONDELEZ INTL INC
-$737.0K
0
-100%
增持
SHYD
VANECK ETF TRUST
+$716.7K
45,390
+231%
减持
KO
COCA COLA CO
-$703.3K
23,181
-29%
增持
IBTI
ISHARES TR
+$673.6K
205,773
+17%
增持
GOOGL
ALPHABET INC
+$663.3K
26,367
+2%
减持
MRK
MERCK & CO INC
-$620.9K
20,555
-18%
增持
SPLV
INVESCO EXCH TRADED FD TR II
-$611.1K
374,000
+0%
增持
NOBL
PROSHARES TR
+$606.7K
1,292,490
+2%
减持
ITOT
ISHARES TR
+$601.3K
113,376
-6%
增持
PG
PROCTER AND GAMBLE CO
+$587.5K
39,333
+18%
减持
SCHZ
SCHWAB STRATEGIC TR
-$581.5K
990,638
-3%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$568.1K
12,274
减持
VT
VANGUARD INTL EQUITY INDEX F
+$547.1K
44,069
-0%
增持
AGGY
WISDOMTREE TR
+$536.6K
46,222
+36%
增持
DVN
DEVON ENERGY CORP NEW
-$520.8K
99,808
+1%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$512.7K
120,499
-20%
减持
SCHV
SCHWAB STRATEGIC TR
+$502.0K
761,893
-2%
建仓
IYE
ISHARES TR
+$498.3K
11,020
减持
BND
VANGUARD BD INDEX FDS
-$491.2K
16,358
-29%
增持
IBDS
ISHARES TR
+$487.3K
137,467
+17%
增持
WMT
WALMART INC
+$484.0K
20,548
+18%
增持
IWM
ISHARES TR
+$457.9K
27,002
+0%
建仓
CALF
PACER FDS TR
+$438.4K
11,011
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$437.0K
134,750
+43%
减持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
-$421.8K
66,090
-35%
清仓
AGZD
WISDOMTREE TR
-$406.5K
0
-100%
减持
SCHM
SCHWAB STRATEGIC TR
-$376.8K
99,869
-18%
增持
RTX
RTX CORPORATION
+$359.6K
15,158
+8%
清仓
T
AT&T INC
-$343.0K
0
-100%
增持
—
ISHARES TR
+$341.7K
161,350
+9%
减持
CVX
CHEVRON CORP NEW
-$341.1K
11,630
-3%
清仓
RVT
ROYCE SMALL CAP TRUST INC
-$330.7K
0
-100%
建仓
IVT
INVENTRUST PPTYS CORP
+$328.8K
12,000
清仓
SCHD
SCHWAB STRATEGIC TR
-$324.8K
0
-100%
减持
SCHP
SCHWAB STRATEGIC TR
-$313.0K
225,788
-4%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$302.8K
29,546
-0%
增持
GOOG
ALPHABET INC
+$292.7K
13,824
+0%
减持
IXUS
ISHARES TR
-$291.2K
248,417
-11%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$276.0K
39,592
-0%
增持
IBDT
ISHARES TR
+$274.8K
97,990
+12%
减持
WM
WASTE MGMT INC DEL
-$273.2K
12,321
-8%
减持
IJR
ISHARES TR
+$267.5K
167,265
-3%
减持
IWD
ISHARES TR
-$258.9K
57,958
-5%
清仓
FNDX
SCHWAB STRATEGIC TR
-$251.1K
0
-100%
减持
ESGD
ISHARES TR
+$242.6K
49,116
-3%
增持
ITM
VANECK ETF TRUST
+$239.0K
15,554
+51%
增持
IBMQ
ISHARES TR
+$234.4K
181,110
+5%
减持
AFL
AFLAC INC
-$226.9K
17,918
-6%
增持
—
ISHARES TR
+$224.9K
1,061,348
+1%
减持
VPL
VANGUARD INTL EQUITY INDEX F
+$222.4K
24,538
-1%
减持
EXC
EXELON CORP
-$218.8K
49,769
-4%
建仓
SERA
SERA PROGNOSTICS INC
+$218.4K
78,855
增持
IBDU
ISHARES TR
+$214.2K
89,988
+10%
减持
VTV
VANGUARD INDEX FDS
-$208.9K
24,259
-7%
减持
SCHX
SCHWAB STRATEGIC TR
+$203.8K
123,243
-3%
增持
IAU
ISHARES GOLD TR
+$197.0K
15,356
+19%
减持
SCHF
SCHWAB STRATEGIC TR
+$177.2K
653,755
-9%
增持
EEM
ISHARES TR
+$165.6K
36,157
+0%
增持
DVY
ISHARES TR
+$157.6K
19,989
+7%
增持
—
EXXON MOBIL CORP
+$150.4K
34,996
+15%
