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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 23
增持 58
减持 60
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
VEA
VANGUARDTAX-MANAGEDFDS
+$199.4M
10,869,572
+37%
减持
VIGI
VANGUARDWHITEHALLFDS
-$181.3M
55,000
-97%
减持
SPAB
SPDRSERIESTRUST
-$152.7M
9,329,661
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。
-39%
减持
SPHQ
INVESCOEXCHANGETRADEDFDT
-$116.0M
7,350,884
-18%
建仓
BINC
BLACKROCKETFTRUSTII
+$110.3M
2,123,686
增持
VGIT
VANGUARDSCOTTSDALEFDS
+$82.0M
3,935,163
+55%
增持
MBB
ISHARESTR
+$80.2M
1,912,114
+80%
减持
SPIB
SPDRSERIESTRUST
-$76.8M
4,277,029
-34%
增持
SPSM
SPDRSERIESTRUST
+$74.2M
4,910,917
+41%
增持
FLMI
FRANKLINTEMPLETONETFTR
+$70.8M
5,231,166
+121%
增持
VWO
VANGUARDINTLEQUITYINDEXF
+$68.6M
4,125,180
+44%
增持
VOO
VANGUARDINDEXFDS
+$58.0M
2,297,214
+10%
增持
ITM
VANECKETFTRUST
+$48.2M
1,053,510
+7045%
减持
SHM
SPDRSERIESTRUST
-$46.8M
744,272
-57%
建仓
IGLB
ISHARESTR
+$45.9M
924,345
增持
VTEB
VANGUARDMUNBDFDS
+$33.5M
6,316,714
+13%
清仓
EOG
EOG RES INC
-$33.2M
0
-100%
减持
HYMB
SPDRSERIESTRUST
-$15.9M
1,673,925
-27%
减持
IVW
ISHARESTR
-$15.3M
845,298
-6%
减持
SCHG
SCHWABSTRATEGICTR
-$14.3M
1,261,695
-19%
减持
QUAL
ISHARESTR
-$11.4M
268,182
-15%
减持
SPYG
SPDRSERIESTRUST
-$9.5M
974,697
-1%
增持
NOBL
PROSHARESTR
+$8.0M
1,367,917
+4%
减持
IVE
ISHARESTR
-$7.7M
418,113
-8%
减持
IWY
ISHARESTR
-$7.1M
150,522
-7%
增持
JIRE
JPMORGANEXCHANGETRADEDF
+$7.0M
713,966
+13%
减持
IVV
ISHARESTR
-$6.9M
60,105
-11%
建仓
ADP
AUTOMATICDATAPROCESSINGIN
+$6.7M
32,809
减持
CWI
SPDRINDEXSHSFDS
-$6.4M
879,999
-18%
增持
SCHA
SCHWABSTRATEGICTR
+$6.4M
966,196
+27%
增持
IBTH
ISHARESTR
+$5.6M
941,755
+36%
减持
MUB
ISHARESTR
-$5.5M
535,118
-8%
增持
WMT
WALMARTINC
+$5.3M
72,932
+116%
减持
AAPL
APPLEINC
-$5.1M
169,804
-4%
减持
DFAC
DIMENSIONALETFTRUST
-$4.5M
1,718,842
-4%
减持
IQLT
ISHARESTR
-$4.4M
490,423
-18%
增持
JNJ
JOHNSON&JOHNSON
+$4.2M
27,554
+127%
建仓
VOOV
VANGUARDADMIRALFDSINC
+$4.2M
20,705
减持
IGEB
ISHARESTR
-$4.2M
327,825
-21%
减持
JPST
JPMORGANEXCHANGETRADEDF
-$4.1M
362,063
-18%
建仓
AVGO
BROADCOMINC
+$3.5M
11,465
增持
MSFT
MICROSOFTCORP
-$3.5M
74,048
+16%
增持
VEU
VANGUARDINTLEQUITYINDEXF
+$3.4M
291,331
+16%
建仓
VB
VANGUARDINDEXFDS
+$3.2M
12,075
减持
DYNF
BLACKROCKETFTRUST
-$3.1M
184,327
-19%
减持
IEI
ISHARESTR
-$3.1M
92,800
-21%
减持
IWF
ISHARESTR
-$2.9M
26,205
-12%
增持
IJR
ISHARESTR
+$2.6M
178,068
+9%
增持
JMST
JPMORGANEXCHANGETRADEDF
+$2.5M
511,534
+11%
增持
SCHB
SCHWABSTRATEGICTR
+$2.5M
2,568,121
+9%
增持
SPDW
SPDRINDEXSHSFDS
+$2.5M
242,675
+25%
减持
SUB
ISHARESTR
-$2.3M
52,953
-29%
建仓
FITB
FIFTHTHIRDBANCORP
+$2.3M
50,157
增持
KO
COCACOLACO
+$2.3M
57,550
+92%
增持
SCHO
SCHWABSTRATEGICTR
+$2.2M
245,030
+60%
减持
HYG
ISHARESTR
-$2.2M
97,322
-21%
减持
HYD
VANECKETFTRUST
-$2.2M
63,082
-40%
减持
IEF
ISHARESTR
-$2.1M
78,022
-22%
减持
—
EXXONMOBILCORP
+$2.1M
44,616
-1%
减持
AGG
ISHARESTR
-$2.1M
104,972
-16%
建仓
DUK
DUKEENERGYCORPNEW
+$2.0M
15,219
建仓
PEP
PEPSICOINC
+$2.0M
12,791
减持
IWM
ISHARESTR
-$2.0M
19,599
-29%
增持
IBTG
ISHARESTR
+$1.9M
1,140,456
+8%
减持
GOOGL
ALPHABETINC
-$1.9M
27,942
-12%
增持
IBMP
ISHARESTR
+$1.8M
277,875
+33%
增持
IBTI
ISHARESTR
+$1.7M
387,821
+25%
增持
IBMR
ISHARESTR
+$1.7M
220,754
+44%
减持
SPY
STATESTRSPDRS&P500ETFT
-$1.7M
25,086
-5%
减持
USIG
ISHARESTR
-$1.6M
76,526
-29%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$1.6M
0
-100%
减持
ITOT
ISHARESTR
-$1.6M
84,641
-8%
减持
IXUS
ISHARESTR
-$1.5M
181,603
-11%
增持
SCHE
SCHWABSTRATEGICTR
+$1.5M
194,973
+28%
增持
IBTJ
ISHARESTR
+$1.4M
243,010
+38%
增持
CMF
ISHARESTR
+$1.4M
192,029
+16%
增持
DVN
DEVONENERGYCORPNEW
+$1.4M
99,702
+0%
增持
IBTK
ISHARESTR
+$1.4M
218,396
+48%
建仓
—
UBSGROUPAG
+$1.4M
35,230
减持
IEFA
ISHARESTR
-$1.3M
1,088,243
-3%
减持
GOVT
ISHARESTR
-$1.3M
189,239
-23%
增持
CEG
CONSTELLATIONENERGYCORP
-$1.2M
16,521
+0%
清仓
DIS
DISNEY WALT CO
-$1.2M
0
-100%
减持
SCHM
SCHWABSTRATEGICTR
-$1.2M
59,872
-41%
清仓
C
CITIGROUP INC
-$1.2M
0
-100%
增持
VTI
VANGUARDINDEXFDS
+$1.2M
174,787
+7%
减持
MLN
VANECKETFTRUST
-$1.2M
463,266
-12%
增持
IBDS
ISHARESTR
+$1.1M
201,097
+31%
减持
IWD
ISHARESTR
-$1.1M
52,828
-11%
增持
IBDR
ISHARESTR
+$1.1M
309,783
+17%
建仓
SO
SOUTHERNCO
+$1.1M
11,589
建仓
XLF
SELECTSECTORSPDRTR
+$1.1M
22,432
增持
JMUB
JPMORGANEXCHANGETRADEDF
+$1.1M
66,811
+51%
建仓
WFC
WELLSFARGO&CO
+$1.0M
13,104
建仓
CARR
CARRIERGLOBALCORPORATION
+$985.9K
17,508
增持
IBMS
ISHARESTR
+$922.3K
140,732
+35%
增持
IBMO
ISHARESTR
+$921.8K
231,642
+18%
增持
IBMQ
ISHARESTR
+$919.8K
272,183
+15%
建仓
USB
USBANCORP
+$911.3K
17,522
减持
MPC
MARATHONPETECORP
+$879.2K
11,052
-1%
增持
IBDW
ISHARESTR
+$865.5K
93,851
+81%
减持
SCHZ
SCHWABSTRATEGICTR
-$857.6K
905,026
-3%
增持
SCHF
SCHWABSTRATEGICTR
+$823.9K
657,658
+2%
增持
IBDT
ISHARESTR
+$809.2K
168,052
+24%
增持
IBDU
ISHARESTR
+$792.0K
140,902
+33%
增持
CSCO
CISCOSYSINC
+$791.1K
29,412
+52%
减持
SHYM
BLACKROCKETFTRUSTII
-$779.5K
176,776
-16%
建仓
PSTG
EVERPUREINC
+$775.9K
13,142
减持
PRFZ
INVESCOEXCHANGETRADEDFDT
-$767.6K
32,718
-34%
减持
SUSL
ISHARESTR
-$725.3K
82,341
-1%
增持
VTV
VANGUARDINDEXFDS
+$724.6K
26,222
+13%
减持
CVX
CHEVRONCORPORATION
+$700.0K
13,839
-3%
清仓
HIMU
BLACKROCK ETF TRUST II
-$661.9K
0
-100%
增持
IBDV
ISHARESTR
+$658.3K
112,363
+38%
建仓
SMBS
SCHWABSTRATEGICTR
+$649.3K
25,413
建仓
BJAN
INNOVATORETFSTRUST
+$638.8K
11,978
建仓
COWZ
PACERFDSTR
+$632.7K
10,113
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$629.8K
0
-100%
建仓
PJAN
INNOVATORETFSTRUST
+$610.3K
13,229
清仓
—
BITFARMS LTD
-$588.0K
0
-100%
减持
TFI
SPDRSERIESTRUST
-$587.3K
267,577
-4%
增持
NEE
NEXTERAENERGYINC
+$556.9K
34,785
+4%
减持
GOOG
ALPHABETINC
-$550.8K
13,141
-5%
增持
IBDX
ISHARESTR
+$536.5K
63,143
+52%
减持
SPLV
INVESCOEXCHTRADEDFDTRII
+$505.0K
351,128
-0%
减持
JGRO
JPMORGANEXCHANGETRADEDF
-$433.9K
28,426
-7%
清仓
SPIP
SPDR SERIES TRUST
-$430.5K
0
-100%
减持
MRK
MERCK&COINC
+$409.5K
34,211
-3%
清仓
BP
BP PLC
-$400.0K
0
-100%
减持
SDY
SPDRSERIESTRUST
+$395.3K
65,729
-1%
减持
DFAX
DIMENSIONALETFTRUST
-$394.2K
1,184,794
-5%
减持
SHYD
VANECKETFTRUST
-$378.7K
51,167
-24%
增持
BAC
BANKAMERICACORP
+$373.3K
52,002
+32%
减持
GSLC
GOLDMANSACHSETFTR
-$356.4K
24,038
-5%
增持
PFF
ISHARESTR
+$354.6K
1,945,954
+3%
增持
IJH
ISHARESTR
+$353.3K
111,752
+3%
增持
IBIT
ISHARESBITCOINTRUSTETF
+$347.7K
27,635
+92%
增持
INTC
INTELCORP
+$344.1K
30,763
+12%
减持
PREF
PRINCIPALEXCHANGETRADEDFD
-$343.4K
32,447
-35%
减持
ABT
ABBOTTLABORATORIES
-$336.7K
11,327
-5%
建仓
IBCA
ISHARESTR
+$321.4K
12,536
增持
VXUS
VANGUARDSTARFDS
+$320.4K
18,731
+26%
增持
AMZN
AMAZONCOMINC
-$312.0K
43,655
+7%
减持
EMB
ISHARESTR
-$311.3K
12,506
-19%
增持
VZ
VERIZONCOMMUNICATIONSINC
+$308.5K
22,070
+12%
建仓
BMOP
BNYMELLONETFTRUSTII
+$304.0K
12,344
减持
IEMG
ISHARESINC
-$273.4K
584,263
-4%
建仓
BKMI
BNYMELLONETFTRUSTII
+$266.8K
10,222
减持
EXC
EXELONCORP
+$262.1K
52,338
-1%
增持
IBMT
ISHARESTR
+$247.1K
42,402
+31%
