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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 19
增持 69
减持 51
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$78.1M
2,096,375
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$52.1M
8,910,347
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$34.2M
7,957,746
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。
+3%
增持
SPAB
SPDR SERIES TRUST
+$25.5M
15,211,308
+7%
增持
SPIB
SPDR SERIES TRUST
+$16.3M
6,513,652
+8%
增持
VIGI
VANGUARD WHITEHALL FDS
+$13.2M
2,035,841
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$12.9M
5,599,510
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$11.3M
2,541,497
+8%
增持
SPSM
SPDR SERIES TRUST
+$11.1M
3,480,713
+6%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$6.5M
629,076
+14%
减持
QUAL
ISHARES TR
-$6.2M
316,479
-11%
增持
AAPL
APPLE INC
+$5.5M
177,430
+6%
增持
MBB
ISHARES TR
+$4.7M
1,064,604
+5%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$4.4M
4,321,626
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.1M
2,871,265
+4%
减持
IVW
ISHARES TR
-$3.8M
900,143
-5%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.8M
462,390
+20%
减持
PFF
ISHARES TR
-$3.7M
1,894,274
-4%
增持
GOOGL
ALPHABET INC
+$3.6M
31,615
+23%
增持
SHM
SPDR SERIES TRUST
+$3.5M
1,716,083
+5%
减持
IEFA
ISHARES TR
-$3.4M
1,116,274
-6%
减持
EOG
EOG RES INC
-$3.3M
315,825
-3%
减持
IVE
ISHARES TR
-$3.0M
452,678
-6%
减持
IGEB
ISHARES TR
-$2.8M
414,739
-12%
减持
VTI
VANGUARD INDEX FDS
-$2.7M
163,722
-7%
清仓
WM
WASTE MGMT INC DEL
-$2.7M
0
-100%
增持
IWF
ISHARES TR
+$2.6M
29,669
+22%
增持
FLMI
FRANKLIN TEMPLETON ETF TR
+$2.6M
2,366,025
+4%
增持
HYMB
SPDR SERIES TRUST
+$2.5M
2,301,510
+4%
减持
IWY
ISHARES TR
-$2.4M
161,053
-6%
增持
NOBL
PROSHARES TR
+$2.2M
1,316,853
+1%
减持
IEF
ISHARES TR
-$2.2M
99,542
-18%
建仓
MOAT
VANECK ETF TRUST
+$2.2M
21,197
减持
MUB
ISHARES TR
-$2.0M
582,008
-4%
减持
IEI
ISHARES TR
-$2.0M
118,110
-12%
建仓
MPC
MARATHON PETE CORP
+$1.8M
11,188
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.8M
352,513
-4%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$1.8M
27,425
增持
—
EXXON MOBIL CORP
+$1.8M
45,265
+40%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.8M
442,921
+9%
减持
IEMG
ISHARES INC
-$1.8M
610,320
-6%
清仓
PTY
PIMCO CORPORATE & INCOME OPP
-$1.7M
0
-100%
减持
SPYG
SPDR SERIES TRUST
+$1.7M
983,706
-0%
减持
SCHZ
SCHWAB STRATEGIC TR
-$1.7M
935,914
-7%
增持
IBTH
ISHARES TR
+$1.6M
690,823
+12%
减持
SCHB
SCHWAB STRATEGIC TR
-$1.5M
2,362,355
-4%
减持
IQLT
ISHARES TR
-$1.4M
595,065
-7%
减持
SCHA
SCHWAB STRATEGIC TR
-$1.4M
762,910
-8%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$1.3M
0
-100%
增持
WMT
WALMART INC
+$1.3M
33,693
+43%
减持
ROK
ROCKWELL AUTOMATION INC
+$1.3M
33,501
-1%
增持
IWD
ISHARES TR
+$1.2M
59,068
+7%
建仓
C
CITIGROUP INC
+$1.2M
10,157
减持
IVV
ISHARES TR
-$1.2M
67,368
-5%
增持
CMF
ISHARES TR
+$1.1M
165,517
+12%
减持
HYG
ISHARES TR
-$1.1M
123,286
-9%
减持
DYNF
BLACKROCK ETF TRUST
-$1.0M
227,676
-9%
清仓
XLF
SELECT SECTOR SPDR TR
-$997.2K
0
-100%
增持
AMZN
AMAZON COM INC
+$994.5K
40,742
+6%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$973.7K
0
-100%
清仓
PML
PIMCO MUN INCOME FD II
-$949.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$917.4K
18,670
+16%
增持
HYD
VANECK ETF TRUST
+$891.9K
104,445
+20%
建仓
WMB
WILLIAMS COS INC
+$884.1K
14,708
减持
CWI
SPDR INDEX SHS FDS
-$874.5K
1,073,903
-5%
增持
MRK
MERCK & CO INC
+$854.8K
35,206
+4%
增持
KO
COCA COLA CO
+$826.8K
30,002
+57%
建仓
MO
ALTRIA GROUP INC
+$815.8K
14,149
增持
IBTG
ISHARES TR
+$797.8K
1,059,220
+4%
减持
ABBV
ABBVIE INC
-$795.9K
22,012
-13%
建仓
XLU
SELECT SECTOR SPDR TR
+$751.2K
17,596
建仓
RDVY
FIRST TR EXCHANGE TRADED FD
+$742.6K
10,690
减持
IXUS
ISHARES TR
-$727.8K
204,180
-6%
减持
GOOG
ALPHABET INC
+$721.0K
13,768
-7%
清仓
AGI
ALAMOS GOLD INC NEW
-$716.4K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$715.8K
65,303
-6%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$714.1K
14,382
减持
ITOT
ISHARES TR
-$694.1K
91,509
-7%
增持
IBTI
ISHARES TR
+$688.2K
310,219
+11%
增持
CSCO
CISCO SYS INC
+$687.9K
19,355
+65%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$673.6K
11,314
增持
EAGG
ISHARES TR
+$654.6K
187,550
+8%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$640.2K
250,606
+1%
建仓
SHYG
ISHARES TR
+$636.0K
14,836
建仓
BTI
BRITISH AMERN TOB PLC
+$618.0K
10,915
增持
INTC
INTEL CORP
+$609.5K
27,465
+128%
增持
SUSL
ISHARES TR
+$598.4K
83,118
+3%
建仓
—
BITFARMS LTD
+$588.0K
250,200
增持
RTX
RTX CORPORATION
+$583.9K
14,874
+16%
建仓
NYF
ISHARES TR
+$552.2K
10,319
增持
BAC
BANK AMERICA CORP
+$534.1K
39,305
+25%
减持
GOVT
ISHARES TR
-$515.9K
245,911
-8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$507.8K
10,724
-45%
建仓
KHC
KRAFT HEINZ CO
+$503.3K
20,753
增持
T
AT&T INC
+$501.5K
42,885
+115%
增持
IBMR
ISHARES TR
+$501.3K
153,627
+15%
清仓
IBTP
ISHARES TR
-$487.1K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$486.7K
12,116
+11%
增持
IBDR
ISHARES TR
+$477.0K
263,724
+8%
减持
AGG
ISHARES TR
-$467.0K
125,160
-3%
减持
SUB
ISHARES TR
-$425.5K
74,815
-5%
增持
MLN
VANECK ETF TRUST
+$423.0K
527,206
+4%
增持
NEE
NEXTERA ENERGY INC
+$421.4K
33,308
+12%
增持
CEG
CONSTELLATION ENERGY CORP
+$407.6K
16,490
+0%
减持
SCHE
SCHWAB STRATEGIC TR
-$400.4K
151,826
-6%
建仓
BP
BP PLC
+$400.0K
11,518
增持
IBMP
ISHARES TR
+$371.9K
209,257
+8%
减持
SCHP
SCHWAB STRATEGIC TR
-$369.8K
213,893
-4%
减持
DFAX
DIMENSIONAL ETF TRUST
+$364.4K
1,241,726
-3%
减持
SPY
SPDR S&P 500 ETF TR
+$352.9K
26,383
-0%
增持
IWM
ISHARES TR
+$326.4K
27,701
+3%
增持
ESGD
ISHARES TR
+$318.8K
52,095
+5%
减持
SCHF
SCHWAB STRATEGIC TR
+$303.6K
642,809
-1%
清仓
—
ISHARES TR
-$303.4K
0
-100%
增持
IBTJ
ISHARES TR
+$303.0K
176,707
+9%
增持
IBMO
ISHARES TR
+$300.4K
195,621
+6%
减持
SCHV
SCHWAB STRATEGIC TR
-$297.6K
697,653
-3%
减持
TFI
SPDR SERIES TRUST
-$295.6K
278,259
-3%
增持
SHYD
VANECK ETF TRUST
+$295.3K
67,140
+24%
增持
CVX
CHEVRON CORP NEW
+$291.9K
14,194
+18%
建仓
F
FORD MTR CO
+$283.7K
21,626
增持
IBTK
ISHARES TR
+$271.6K
147,579
+10%
增持
EEM
ISHARES TR
+$268.3K
40,014
+11%
增持
EMB
ISHARES TR
+$260.8K
15,434
+20%
清仓
BTT
BLACKROCK MUN TARGET TERM TR
-$243.8K
0
-100%
清仓
SERA
SERA PROGNOSTICS INC
-$241.3K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$240.0K
19,629
+54%
减持
NMZ
NUVEEN MUN HIGH INCOME OPPOR
-$225.2K
38,418
-34%
建仓
ARCC
ARES CAPITAL CORP
+$221.6K
10,955
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$212.7K
16,052
减持
SCHO
SCHWAB STRATEGIC TR
-$211.3K
153,091
-5%
增持
IBDT
ISHARES TR
+$205.2K
135,438
+7%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$205.1K
21,574
-12%
增持
PG
PROCTER AND GAMBLE CO
+$200.5K
33,108
+12%
减持
NAD
NUVEEN QUALITY MUNCP INCOME
-$197.4K
103,138
-16%
增持
IBDS
ISHARES TR
+$194.3K
153,888
+6%
减持
SPDW
SPDR INDEX SHS FDS
+$191.2K
193,969
-1%
增持
PFE
PFIZER INC
+$185.4K
21,538
+56%
减持
ABT
ABBOTT LABS
-$180.3K
11,969
-5%
减持
SHYM
BLACKROCK ETF TRUST II
-$166.7K
210,267
-3%
减持
HIMU
BLACKROCK ETF TRUST II
-$166.4K
13,596
-19%
增持
USIG
ISHARES TR
+$164.3K
107,281
+4%
增持
BGRN
ISHARES TR
+$162.9K
46,695
+8%
增持
IBMQ
ISHARES TR
+$155.7K
235,741
+3%
减持
IJR
ISHARES TR
+$144.2K
162,679
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$141.3K
13,416
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$136.8K
127,718
+2%
增持
IAU
ISHARES GOLD TR
+$136.5K
15,449
+1%
减持
IBDX
ISHARES TR
-$135.9K
41,485
-11%
减持
DFAC
DIMENSIONAL ETF TRUST
+$126.6K
1,799,605
-2%
