CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
MINNEAPOLIS MN · SEC CIK 0000944361
$68.28亿2026Q1 申报市值
222持仓数
61.5%前十大占比 · 第一大 20.1%
22 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VEA 加仓+$1.87亿
VOO 加仓+$1.20亿
BINC 新建仓+$1.10亿
VGIT 加仓+$8,299.28万
MBB 加仓+$8,047.11万
2026Q1 卖出最多 按季末市值估算
VIGI 减仓-$1.75亿
SPAB 减仓-$1.51亿
SPHQ 减仓-$1.17亿
SPIB 减仓-$7,501.63万
SHM 减仓-$4,648.17万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IBDV | ISHARESTR | $245.96万 | 0.04% | 112,363 | 30,745 | 37.7% | $67.30万 | 加仓 |
| DVY | ISHARESTR | $252.19万 | 0.04% | 16,656 | 0 | 0.0% | — | 不变 |
| BAC | BANKAMERICACORP | $253.51万 | 0.04% | 52,002 | 12,697 | 32.3% | $61.90万 | 加仓 |
| EXC | EXELONCORP | $256.56万 | 0.04% | 52,338 | -508 | -1.0% | -$2.49万 | 减仓 |
| DON | WISDOMTREETR | $262.48万 | 0.04% | 49,959 | -2,300 | -4.4% | -$12.08万 | 减仓 |
| BMO | BANKMONTREALMEDIUM | $265.31万 | 0.04% | 19,603 | 111 | 0.6% | $1.50万 | 加仓 |
| MPC | MARATHONPETECORP | $269.87万 | 0.04% | 11,052 | -136 | -1.2% | -$3.32万 | 减仓 |
| RTX | RTXCORPORATION | $279.80万 | 0.04% | 14,505 | -369 | -2.5% | -$7.12万 | 减仓 |
| DGRO | ISHARESTR | $280.74万 | 0.04% | 40,003 | 300 | 0.8% | $2.11万 | 加仓 |
| BITB | BITWISEBITCOINETFTR | $282.31万 | 0.04% | 76,693 | 13,843 | 22.0% | $50.96万 | 加仓 |
| CVX | CHEVRONCORPORATION | $286.33万 | 0.04% | 13,839 | -355 | -2.5% | -$7.34万 | 减仓 |
| EFA | ISHARESTR | $297.23万 | 0.04% | 30,602 | 1,875 | 6.5% | $18.21万 | 加仓 |
| VGK | VANGUARDINTLEQUITYINDEXF | $298.93万 | 0.04% | 36,265 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMANSACHSETFTR | $300.79万 | 0.04% | 24,038 | -1,378 | -5.4% | -$17.24万 | 减仓 |
| VV | VANGUARDINDEXFDS | $310.59万 | 0.05% | 10,393 | 0 | 0.0% | — | 不变 |
| VB | VANGUARDINDEXFDS | $316.27万 | 0.05% | 12,075 | 12,075 | — | $316.27万 | 新建仓 |
| HYD | VANECKETFTRUST | $316.29万 | 0.05% | 63,082 | -41,363 | -39.6% | -$207.39万 | 减仓 |
| NEE | NEXTERAENERGYINC | $323.08万 | 0.05% | 34,785 | 1,477 | 4.4% | $13.72万 | 加仓 |
| IBDU | ISHARESTR | $327.74万 | 0.05% | 140,902 | 34,710 | 32.7% | $80.74万 | 加仓 |
| JMUB | JPMORGANEXCHANGETRADEDF | $333.99万 | 0.05% | 66,811 | 22,433 | 50.5% | $112.14万 | 加仓 |
| SCHX | SCHWABSTRATEGICTR | $343.71万 | 0.05% | 134,052 | 6,334 | 5.0% | $16.24万 | 加仓 |
| AVGO | BROADCOMINC | $354.86万 | 0.05% | 11,465 | 11,465 | — | $354.86万 | 新建仓 |
| IBMS | ISHARESTR | $363.51万 | 0.05% | 140,732 | 36,633 | 35.2% | $94.62万 | 加仓 |
| GOOG | ALPHABETINC | $376.96万 | 0.06% | 13,141 | -627 | -4.6% | -$17.99万 | 减仓 |
| SHYM | BLACKROCKETFTRUSTII | $389.26万 | 0.06% | 176,776 | -33,491 | -15.9% | -$73.75万 | 减仓 |
| USIG | ISHARESTR | $392.04万 | 0.06% | 76,526 | -30,755 | -28.7% | -$157.56万 | 减仓 |
| MRK | MERCK&COINC | $411.52万 | 0.06% | 34,211 | -995 | -2.8% | -$11.97万 | 减仓 |
| VOOV | VANGUARDADMIRALFDSINC | $421.95万 | 0.06% | 20,705 | 20,705 | — | $421.95万 | 新建仓 |
| IBDT | ISHARESTR | $425.68万 | 0.06% | 168,052 | 32,614 | 24.1% | $82.61万 | 加仓 |
| IBTK | ISHARESTR | $430.68万 | 0.06% | 218,396 | 70,817 | 48.0% | $139.65万 | 加仓 |
| GOVT | ISHARESTR | $433.55万 | 0.06% | 189,239 | -56,672 | -23.0% | -$129.84万 | 减仓 |
| KO | COCACOLACO | $437.67万 | 0.06% | 57,550 | 27,548 | 91.8% | $209.50万 | 加仓 |
| CEG | CONSTELLATIONENERGYCORP | $461.35万 | 0.07% | 16,521 | 31 | 0.2% | $8,657 | 加仓 |
| IWM | ISHARESTR | $486.06万 | 0.07% | 19,599 | -8,102 | -29.2% | -$200.93万 | 减仓 |
| VIGI | VANGUARDWHITEHALLFDS | $486.53万 | 0.07% | 55,000 | -1,980,841 | -97.3% | -$1.75亿 | 减仓 |
| IBDS | ISHARESTR | $487.46万 | 0.07% | 201,097 | 47,209 | 30.7% | $114.43万 | 加仓 |
| ABBV | ABBVIEINC | $488.27万 | 0.07% | 22,450 | 438 | 2.0% | $9.53万 | 加仓 |
| PG | PROCTER&GAMBLECO | $497.34万 | 0.07% | 34,432 | 1,324 | 4.0% | $19.12万 | 加仓 |
| ESGD | ISHARESTR | $499.02万 | 0.07% | 52,188 | 93 | 0.2% | $8,893 | 加仓 |
| DVN | DEVONENERGYCORPNEW | $501.70万 | 0.07% | 99,702 | 471 | 0.5% | $2.37万 | 加仓 |
| VTV | VANGUARDINDEXFDS | $514.49万 | 0.08% | 26,222 | 3,078 | 13.3% | $60.39万 | 加仓 |
| IBTJ | ISHARESTR | $530.81万 | 0.08% | 243,010 | 66,303 | 37.5% | $144.83万 | 加仓 |
| IBMR | ISHARESTR | $559.61万 | 0.08% | 220,754 | 67,127 | 43.7% | $170.17万 | 加仓 |
| SUB | ISHARESTR | $563.95万 | 0.08% | 52,953 | -21,862 | -29.2% | -$232.83万 | 减仓 |
| SCHP | SCHWABSTRATEGICTR | $586.61万 | 0.09% | 220,447 | 6,554 | 3.1% | $17.44万 | 加仓 |
| IBMO | ISHARESTR | $593.70万 | 0.09% | 231,642 | 36,021 | 18.4% | $92.32万 | 加仓 |
| SCHO | SCHWABSTRATEGICTR | $594.69万 | 0.09% | 245,030 | 91,939 | 60.1% | $223.14万 | 加仓 |
| VUG | VANGUARDINDEXFDS | $604.82万 | 0.09% | 13,847 | 0 | 0.0% | — | 不变 |
| VT | VANGUARDINTLEQUITYINDEXF | $610.50万 | 0.09% | 44,137 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGANCHASE&CO | $611.15万 | 0.09% | 20,776 | 2,106 | 11.3% | $61.95万 | 加仓 |
| SCHE | SCHWABSTRATEGICTR | $642.44万 | 0.09% | 194,973 | 43,147 | 28.4% | $142.17万 | 加仓 |
| VIG | VANGUARDSPECIALIZEDFUNDS | $653.24万 | 0.10% | 30,375 | 850 | 2.9% | $18.28万 | 加仓 |
| ADP | AUTOMATICDATAPROCESSINGIN | $666.61万 | 0.10% | 32,809 | 32,809 | — | $666.61万 | 新建仓 |
| JNJ | JOHNSON&JOHNSON | $673.53万 | 0.10% | 27,554 | 15,438 | 127.4% | $377.37万 | 加仓 |
| IBMQ | ISHARESTR | $694.88万 | 0.10% | 272,183 | 36,442 | 15.5% | $93.04万 | 加仓 |
| IBMP | ISHARESTR | $706.91万 | 0.10% | 277,875 | 68,618 | 32.8% | $174.56万 | 加仓 |
| IEF | ISHARESTR | $744.64万 | 0.11% | 78,022 | -21,520 | -21.6% | -$205.39万 | 减仓 |
| IBDR | ISHARESTR | $750.91万 | 0.11% | 309,783 | 46,059 | 17.5% | $111.65万 | 加仓 |
| IJH | ISHARESTR | $754.66万 | 0.11% | 111,752 | 2,763 | 2.5% | $18.66万 | 加仓 |
| — | EXXONMOBILCORP | $756.95万 | 0.11% | 44,616 | -649 | -1.4% | -$11.01万 | 减仓 |
| HYG | ISHARESTR | $774.29万 | 0.11% | 97,322 | -25,964 | -21.1% | -$206.57万 | 减仓 |
| GOOGL | ALPHABETINC | $803.51万 | 0.12% | 27,942 | -3,673 | -11.6% | -$105.62万 | 减仓 |
| MLN | VANECKETFTRUST | $807.94万 | 0.12% | 463,266 | -63,940 | -12.1% | -$111.51万 | 减仓 |
| IBTI | ISHARESTR | $864.18万 | 0.13% | 387,821 | 77,602 | 25.0% | $172.92万 | 加仓 |
| WMT | WALMARTINC | $906.39万 | 0.13% | 72,932 | 39,239 | 116.5% | $487.66万 | 加仓 |
| EAGG | ISHARESTR | $907.97万 | 0.13% | 190,950 | 3,400 | 1.8% | $16.17万 | 加仓 |
| AMZN | AMAZONCOMINC | $909.20万 | 0.13% | 43,655 | 2,913 | 7.1% | $60.67万 | 加仓 |
| SUSL | ISHARESTR | $935.42万 | 0.14% | 82,341 | -777 | -0.9% | -$8.83万 | 减仓 |
| SDY | SPDRSERIESTRUST | $959.26万 | 0.14% | 65,729 | -362 | -0.5% | -$5.28万 | 减仓 |
| AGG | ISHARESTR | $1,042.06万 | 0.15% | 104,972 | -20,188 | -16.1% | -$200.41万 | 减仓 |
| DYNF | BLACKROCKETFTRUST | $1,072.41万 | 0.16% | 184,327 | -43,349 | -19.0% | -$252.20万 | 减仓 |
| CMF | ISHARESTR | $1,091.88万 | 0.16% | 192,029 | 26,512 | 16.0% | $150.75万 | 加仓 |
| IEI | ISHARESTR | $1,100.61万 | 0.16% | 92,800 | -25,310 | -21.4% | -$300.18万 | 减仓 |
| SPDW | SPDRINDEXSHSFDS | $1,107.81万 | 0.16% | 242,675 | 48,706 | 25.1% | $222.34万 | 加仓 |
| IWF | ISHARESTR | $1,117.37万 | 0.16% | 26,205 | -3,464 | -11.7% | -$147.70万 | 减仓 |
| IWD | ISHARESTR | $1,128.78万 | 0.17% | 52,828 | -6,240 | -10.6% | -$133.33万 | 减仓 |
| ROK | ROCKWELLAUTOMATIONINC | $1,202.28万 | 0.18% | 33,501 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIACORPORATION | $1,204.61万 | 0.18% | 69,072 | 3,769 | 5.8% | $65.73万 | 加仓 |
| ITOT | ISHARESTR | $1,205.54万 | 0.18% | 84,641 | -6,868 | -7.5% | -$97.82万 | 减仓 |
| TFI | SPDRSERIESTRUST | $1,213.19万 | 0.18% | 267,577 | -10,682 | -3.8% | -$48.43万 | 减仓 |
| IGEB | ISHARESTR | $1,477.18万 | 0.22% | 327,825 | -86,914 | -21.0% | -$391.63万 | 减仓 |
| IXUS | ISHARESTR | $1,573.41万 | 0.23% | 181,603 | -22,577 | -11.1% | -$195.61万 | 减仓 |
| SCHF | SCHWABSTRATEGICTR | $1,627.70万 | 0.24% | 657,658 | 14,849 | 2.3% | $36.75万 | 加仓 |
| SPY | STATESTRSPDRS&P500ETFT | $1,631.45万 | 0.24% | 25,086 | -1,297 | -4.9% | -$84.35万 | 减仓 |
| JPST | JPMORGANEXCHANGETRADEDF | $1,832.40万 | 0.27% | 362,063 | -80,858 | -18.3% | -$409.22万 | 减仓 |
| SCHV | SCHWABSTRATEGICTR | $2,078.28万 | 0.30% | 681,403 | -16,250 | -2.3% | -$49.56万 | 减仓 |
| SCHZ | SCHWABSTRATEGICTR | $2,101.47万 | 0.31% | 905,026 | -30,888 | -3.3% | -$71.72万 | 减仓 |
| IBTH | ISHARESTR | $2,112.36万 | 0.31% | 941,755 | 250,932 | 36.3% | $562.84万 | 加仓 |
| VEU | VANGUARDINTLEQUITYINDEXF | $2,187.90万 | 0.32% | 291,331 | 40,725 | 16.3% | $305.84万 | 加仓 |
| IJR | ISHARESTR | $2,213.57万 | 0.32% | 178,068 | 15,389 | 9.5% | $191.30万 | 加仓 |
| IQLT | ISHARESTR | $2,267.23万 | 0.33% | 490,423 | -104,642 | -17.6% | -$483.76万 | 减仓 |
| SPLV | INVESCOEXCHTRADEDFDTRII | $2,568.15万 | 0.38% | 351,128 | -1,385 | -0.4% | -$10.13万 | 减仓 |
| JMST | JPMORGANEXCHANGETRADEDF | $2,607.80万 | 0.38% | 511,534 | 49,144 | 10.6% | $250.54万 | 加仓 |
| IBTG | ISHARESTR | $2,613.36万 | 0.38% | 1,140,456 | 81,236 | 7.7% | $186.15万 | 加仓 |
| MSFT | MICROSOFTCORP | $2,741.05万 | 0.40% | 74,048 | 10,071 | 15.7% | $372.80万 | 加仓 |
| SCHA | SCHWABSTRATEGICTR | $2,809.70万 | 0.41% | 966,196 | 203,286 | 26.6% | $591.16万 | 加仓 |
| CWI | SPDRINDEXSHSFDS | $3,219.92万 | 0.47% | 879,999 | -193,904 | -18.1% | -$709.49万 | 减仓 |
| SHM | SPDRSERIESTRUST | $3,559.86万 | 0.52% | 744,272 | -971,811 | -56.6% | -$4,648.17万 | 减仓 |
| SCHG | SCHWABSTRATEGICTR | $3,675.32万 | 0.54% | 1,261,695 | -303,485 | -19.4% | -$884.05万 | 减仓 |
| IWY | ISHARESTR | $3,745.59万 | 0.55% | 150,522 | -10,531 | -6.5% | -$262.05万 | 减仓 |