CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS MN · SEC CIK 0000944361
$76.07亿2026Q2 申报市值
253持仓数
62.7%前十大占比 · 第一大 21.2%
39 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VOO 加仓+$3,864.75万
VGIT 加仓+$1,544.31万
VEA 加仓+$1,316.65万
SPAB 加仓+$1,168.45万
NVDA 加仓+$865.13万
2026Q2 卖出最多 按季末市值估算
IVW 减仓-$1,140.91万
SCHG 减仓-$1,117.63万
IVE 减仓-$1,096.63万
MUB 减仓-$1,061.96万
IEFA 减仓-$914.57万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VT | VANGUARDINTLEQUITYINDEXF | $0 | 0.00% | 0 | -44,137 | -100.0% | -$610.50万 | 清仓 |
| VV | VANGUARDINDEXFDS | $0 | 0.00% | 0 | -10,393 | -100.0% | -$310.59万 | 清仓 |
| VBR | VANGUARDINDEXFDS | $0 | 0.00% | 0 | -10,675 | -100.0% | -$231.91万 | 清仓 |
| AFL | AFLACINC | $0 | 0.00% | 0 | -17,947 | -100.0% | -$196.90万 | 清仓 |
| VXUS | VANGUARDSTARFDS | $0 | 0.00% | 0 | -18,731 | -100.0% | -$144.43万 | 清仓 |
| IAU | ISHARESGOLDTR | $0 | 0.00% | 0 | -15,492 | -100.0% | -$136.58万 | 清仓 |
| EFV | ISHARESTR | $0 | 0.00% | 0 | -15,369 | -100.0% | -$114.27万 | 清仓 |
| AOR | ISHARESTR | $0 | 0.00% | 0 | -13,455 | -100.0% | -$86.58万 | 清仓 |
| IEUR | ISHARESTR | $0 | 0.00% | 0 | -11,300 | -100.0% | -$79.41万 | 清仓 |
| BTI | BRITISHAMERNTOBPLC | $0 | 0.00% | 0 | -10,779 | -100.0% | -$63.02万 | 清仓 |
| EPD | ENTERPRISEPRODSPARTNERSL | $0 | 0.00% | 0 | -14,000 | -100.0% | -$52.98万 | 清仓 |
| KHC | KRAFTHEINZCO | $0 | 0.00% | 0 | -20,753 | -100.0% | -$46.67万 | 清仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $20.02万 | 0.00% | 40,122 | 40,122 | — | $20.02万 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $21.11万 | 0.00% | 10,000 | 10,000 | — | $21.11万 | 新建仓 |
| IBTM | ISHARES TR | $22.86万 | 0.00% | 10,073 | 0 | 0.0% | — | 不变 |
| IBTL | ISHARES TR | $22.87万 | 0.00% | 11,327 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $23.05万 | 0.00% | 14,515 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $25.01万 | 0.00% | 13,841 | 13,841 | — | $25.01万 | 新建仓 |
| VFC | V F CORP | $26.73万 | 0.00% | 16,028 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $26.80万 | 0.00% | 24,840 | 24,840 | — | $26.80万 | 新建仓 |
| BKMI | BNY MELLON ETF TRUST II | $27.03万 | 0.00% | 10,222 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $27.32万 | 0.00% | 14,745 | 3,790 | 34.6% | $7.02万 | 重新持有 |
| RQI | COHEN & STEERS QUALITY INCOM | $27.70万 | 0.00% | 22,500 | 0 | 0.0% | — | 不变 |
| BMOP | BNY MELLON ETF TRUST II | $31.12万 | 0.00% | 12,344 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $32.18万 | 0.00% | 10,346 | 10,346 | — | $32.18万 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $34.38万 | 0.00% | 12,771 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE ETHEREUM STAKING E | $36.64万 | 0.00% | 28,715 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $40.61万 | 0.01% | 38,418 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARES TR | $43.62万 | 0.01% | 18,074 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARES TR | $47.16万 | 0.01% | 18,102 | 1,142 | 6.7% | $2.97万 | 加仓 |
| HEFA | ISHARES TR | $47.40万 | 0.01% | 10,101 | 0 | 0.0% | — | 不变 |
| CALF | PACER FDS TR | $50.67万 | 0.01% | 10,011 | 0 | 0.0% | — | 不变 |
| PCG | PG&E CORP | $52.34万 | 0.01% | 31,117 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $52.57万 | 0.01% | 44,780 | -328 | -0.7% | -$3,851 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $53.17万 | 0.01% | 10,012 | 10,012 | — | $53.17万 | 新建仓 |
| NYF | ISHARES TR | $55.37万 | 0.01% | 10,272 | 97 | 1.0% | $5,229 | 加仓 |
| CMCSA | COMCAST CORP NEW | $55.82万 | 0.01% | 22,737 | 3,614 | 18.9% | $8.87万 | 加仓 |
| F | FORD MTR CO | $57.04万 | 0.01% | 41,038 | 17,112 | 71.5% | $23.79万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $58.59万 | 0.01% | 12,517 | 12,517 | — | $58.59万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $60.08万 | 0.01% | 10,323 | -401 | -3.7% | -$2.33万 | 重新持有 |
| SHYG | ISHARES TR | $62.92万 | 0.01% | 14,836 | 0 | 0.0% | — | 不变 |
| PYLD | PIMCO ETF TR | $62.99万 | 0.01% | 23,752 | 23,752 | — | $62.99万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $64.49万 | 0.01% | 15,455 | 15,455 | — | $64.49万 | 新建仓 |
| PJAN | INNOVATOR ETFS TRUST | $65.47万 | 0.01% | 13,229 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $65.50万 | 0.01% | 13,780 | 13,780 | — | $65.50万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $67.24万 | 0.01% | 35,166 | 3,360 | 10.6% | $6.42万 | 加仓 |
| D | DOMINION ENERGY INC | $69.68万 | 0.01% | 10,203 | 10,203 | — | $69.68万 | 新建仓 |
| — | ISHARES TR | $69.90万 | 0.01% | 27,781 | 27,781 | — | $69.90万 | 新建仓 |
| BJAN | INNOVATOR ETFS TRUST | $70.51万 | 0.01% | 11,978 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $70.99万 | 0.01% | 13,455 | 1,000 | 8.0% | $5.28万 | 加仓 |
| IBDY | ISHARES TR | $72.89万 | 0.01% | 28,312 | -11,340 | -28.6% | -$29.19万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $75.62万 | 0.01% | 22,715 | -4,920 | -17.8% | -$16.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $79.09万 | 0.01% | 11,314 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $80.52万 | 0.01% | 17,760 | 995 | 5.9% | $4.51万 | 加仓 |
| — | DOUBLELINE ETF TRUST | $81.36万 | 0.01% | 16,195 | 16,195 | — | $81.36万 | 新建仓 |
| WMB | WILLIAMS COS INC | $82.29万 | 0.01% | 11,070 | -2,747 | -19.9% | -$20.42万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $83.71万 | 0.01% | 12,390 | 12,390 | — | $83.71万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $85.02万 | 0.01% | 23,058 | -36,814 | -61.5% | -$135.74万 | 减仓 |
| COWZ | PACER FDS TR | $85.53万 | 0.01% | 13,750 | 3,637 | 36.0% | $22.62万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $86.28万 | 0.01% | 16,974 | 16,974 | — | $86.28万 | 新建仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $86.36万 | 0.01% | 18,399 | 18,399 | — | $86.36万 | 新建仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $86.65万 | 0.01% | 10,690 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $89.79万 | 0.01% | 15,929 | -34,228 | -68.2% | -$192.94万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $90.33万 | 0.01% | 16,197 | -16,521 | -50.5% | -$92.14万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $95.78万 | 0.01% | 19,777 | 19,777 | — | $95.78万 | 新建仓 |
| IBCA | ISHARES TR | $96.48万 | 0.01% | 37,673 | 25,137 | 200.5% | $64.38万 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $97.87万 | 0.01% | 38,500 | 13,087 | 51.5% | $33.27万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $97.95万 | 0.01% | 11,856 | 11,856 | — | $97.95万 | 新建仓 |
| BND | VANGUARD BD INDEX FDS | $97.99万 | 0.01% | 13,348 | -2,778 | -17.2% | -$20.39万 | 减仓 |
| USB | US BANCORP | $98.39万 | 0.01% | 16,290 | -1,232 | -7.0% | -$7.44万 | 减仓 |
| T | AT&T INC | $99.11万 | 0.01% | 47,881 | 5,805 | 13.8% | $12.02万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $102.32万 | 0.01% | 17,691 | 7,364 | 71.3% | $42.59万 | 加仓 |
| — | ISHARES TR | $103.41万 | 0.01% | 40,081 | -2,321 | -5.5% | -$5.99万 | 减仓 |
| P | EVERPURE INC | $103.55万 | 0.01% | 13,142 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $109.54万 | 0.01% | 10,537 | 10,537 | — | $109.54万 | 新建仓 |
| SHYD | VANECK ETF TRUST | $110.62万 | 0.01% | 48,306 | -2,861 | -5.6% | -$6.55万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $112.03万 | 0.01% | 58,777 | 26,330 | 81.1% | $50.18万 | 加仓 |
| EMB | ISHARES TR | $113.43万 | 0.01% | 11,762 | -744 | -5.9% | -$7.17万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $114.20万 | 0.02% | 28,881 | 28,881 | — | $114.20万 | 新建仓 |
| CVS | CVS HEALTH CORP | $114.59万 | 0.02% | 11,077 | 11,077 | — | $114.59万 | 新建仓 |
| IWR | ISHARES TR | $117.70万 | 0.02% | 10,669 | -169 | -1.6% | -$1.86万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $118.84万 | 0.02% | 22,000 | 22,000 | — | $118.84万 | 新建仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $118.90万 | 0.02% | 48,510 | 48,510 | — | $118.90万 | 新建仓 |
| PFE | PFIZER INC | $120.02万 | 0.02% | 49,841 | 33,027 | 196.4% | $79.53万 | 加仓 |
| VO | VANGUARD INDEX FDS | $120.56万 | 0.02% | 14,963 | 14,963 | — | $120.56万 | 新建仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $125.00万 | 0.02% | 103,138 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $126.74万 | 0.02% | 17,615 | 3,500 | 24.8% | $25.18万 | 加仓 |
| WFC | WELLS FARGO & CO | $128.03万 | 0.02% | 15,493 | 2,389 | 18.2% | $19.74万 | 加仓 |
| DIS | DISNEY WALT CO | $132.99万 | 0.02% | 13,817 | 3,365 | 32.2% | $32.39万 | 重新持有 |
| GBIL | GOLDMAN SACHS ETF TR | $140.75万 | 0.02% | 14,053 | 14,053 | — | $140.75万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $142.02万 | 0.02% | 17,332 | -154 | -0.9% | -$1.26万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $144.41万 | 0.02% | 19,688 | 2,180 | 12.5% | $15.99万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $145.87万 | 0.02% | 27,425 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $146.28万 | 0.02% | 16,121 | 4,794 | 42.3% | $43.50万 | 加仓 |
| — | ISHARES TR | $149.23万 | 0.02% | 24,739 | 1,791 | 7.8% | $10.80万 | 加仓 |
| ENB | ENBRIDGE INC | $149.34万 | 0.02% | 27,549 | 4,980 | 22.1% | $27.00万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.99万 | 0.02% | 35,426 | 13,356 | 60.5% | $56.55万 | 加仓 |
| — | PUTNAM ETF TRUST | $150.07万 | 0.02% | 202,255 | 202,255 | — | $150.07万 | 新建仓 |
| XEL | XCEL ENERGY INC | $151.34万 | 0.02% | 18,847 | 18,847 | — | $151.34万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $159.41万 | 0.02% | 28,979 | 8,533 | 41.7% | $46.94万 | 加仓 |