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 |
|---|---|---|---|---|---|---|---|---|
| MMM | 3M CO | $167.11万 | 0.02% | 10,321 | 10,321 | — | $167.11万 | 新建仓 |
| IBDX | ISHARES TR | $167.44万 | 0.02% | 66,469 | 3,326 | 5.3% | $8.38万 | 加仓 |
| UBS | UBS GROUP AG | $168.45万 | 0.02% | 33,990 | -1,240 | -3.5% | -$6.15万 | 减仓 |
| SO | SOUTHERN CO | $170.77万 | 0.02% | 17,842 | 6,253 | 54.0% | $59.85万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.01万 | 0.02% | 30,546 | 15,781 | 106.9% | $90.93万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $180.52万 | 0.02% | 33,673 | 11,241 | 50.1% | $60.26万 | 加仓 |
| QEFA | SPDR INDEX SHS FDS | $182.27万 | 0.02% | 18,984 | 0 | 0.0% | — | 不变 |
| — | UNITED STS COMMODITY INDEX F | $184.57万 | 0.02% | 19,923 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $184.78万 | 0.02% | 21,026 | 21,026 | — | $184.78万 | 新建仓 |
| C | CITIGROUP INC | $194.25万 | 0.03% | 13,879 | 3,722 | 36.6% | $52.09万 | 重新持有 |
| PEP | PEPSICO INC | $199.96万 | 0.03% | 14,768 | 1,977 | 15.5% | $26.77万 | 加仓 |
| EMR | EMERSON ELEC CO | $200.04万 | 0.03% | 13,974 | 13,974 | — | $200.04万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $206.41万 | 0.03% | 11,697 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $207.42万 | 0.03% | 19,968 | -10,634 | -34.7% | -$110.46万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $210.07万 | 0.03% | 16,596 | 1,377 | 9.0% | $17.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $210.94万 | 0.03% | 51,904 | 51,904 | — | $210.94万 | 新建仓 |
| ESML | ISHARES TR | $211.01万 | 0.03% | 37,727 | 2,608 | 7.4% | $14.59万 | 加仓 |
| IBDW | ISHARES TR | $212.19万 | 0.03% | 101,818 | 7,967 | 8.5% | $16.60万 | 加仓 |
| AOA | ISHARES TR | $219.53万 | 0.03% | 22,493 | -3,088 | -12.1% | -$30.14万 | 减仓 |
| AGGY | WISDOMTREE TR | $224.87万 | 0.03% | 51,718 | 279 | 0.5% | $1.21万 | 加仓 |
| HDV | ISHARES TR | $227.16万 | 0.03% | 82,875 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $230.61万 | 0.03% | 48,578 | 1,736 | 3.7% | $8.24万 | 加仓 |
| MGK | VANGUARD WORLD FD | $235.97万 | 0.03% | 26,842 | 26,842 | — | $235.97万 | 新建仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $238.22万 | 0.03% | 24,163 | -4,263 | -15.0% | -$42.03万 | 减仓 |
| MOAT | VANECK ETF TRUST | $243.99万 | 0.03% | 23,470 | 1,964 | 9.1% | $20.42万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $249.59万 | 0.03% | 21,574 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $249.97万 | 0.03% | 78,459 | 1,766 | 2.3% | $5.63万 | 加仓 |
| EXC | EXELON CORP | $253.46万 | 0.03% | 54,367 | 2,029 | 3.9% | $9.46万 | 加仓 |
| DVY | ISHARES TR | $257.38万 | 0.03% | 16,467 | -189 | -1.1% | -$2.95万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $259.22万 | 0.03% | 29,534 | -5,251 | -15.1% | -$46.09万 | 减仓 |
| HYD | VANECK ETF TRUST | $266.33万 | 0.04% | 51,704 | -11,378 | -18.0% | -$58.61万 | 减仓 |
| EEM | ISHARES TR | $269.48万 | 0.04% | 39,392 | -172 | -0.4% | -$1.18万 | 减仓 |
| DON | WISDOMTREE TR | $275.18万 | 0.04% | 48,688 | -1,271 | -2.5% | -$7.18万 | 减仓 |
| MCD | MCDONALDS CORP | $292.09万 | 0.04% | 10,806 | 10,806 | — | $292.09万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $302.36万 | 0.04% | 34,150 | -2,115 | -5.8% | -$18.73万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $309.60万 | 0.04% | 11,009 | 11,009 | — | $309.60万 | 新建仓 |
| GOVT | ISHARES TR | $317.85万 | 0.04% | 139,532 | -49,707 | -26.3% | -$113.23万 | 减仓 |
| DGRO | ISHARES TR | $318.48万 | 0.04% | 42,021 | 2,018 | 5.0% | $15.29万 | 加仓 |
| BAC | BANK OF AMER CORP | $328.07万 | 0.04% | 57,576 | 5,574 | 10.7% | $31.76万 | 加仓 |
| USIG | ISHARES TR | $334.67万 | 0.04% | 65,251 | -11,275 | -14.7% | -$57.83万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $336.36万 | 0.04% | 23,706 | -332 | -1.4% | -$4.71万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $337.33万 | 0.04% | 66,594 | -217 | -0.3% | -$1.10万 | 减仓 |
| RTX | RTX CORPORATION | $339.62万 | 0.04% | 17,900 | 3,395 | 23.4% | $64.41万 | 加仓 |
| MPC | MARATHON PETE CORP | $341.88万 | 0.04% | 13,372 | 2,320 | 21.0% | $59.32万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $346.13万 | 0.05% | 154,176 | -22,600 | -12.8% | -$50.74万 | 减仓 |
| CVX | CHEVRON CORPORATION | $374.58万 | 0.05% | 22,598 | 8,759 | 63.3% | $145.19万 | 加仓 |
| IBDV | ISHARES TR | $377.47万 | 0.05% | 173,151 | 60,788 | 54.1% | $132.52万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $377.91万 | 0.05% | 37,566 | 37,566 | — | $377.91万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $381.67万 | 0.05% | 12,591 | 516 | 4.3% | $15.64万 | 加仓 |
| IWM | ISHARES TR | $383.34万 | 0.05% | 12,759 | -6,840 | -34.9% | -$205.51万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $389.71万 | 0.05% | 22,055 | 2,452 | 12.5% | $43.33万 | 加仓 |
| WM | WASTE MGMT INC DEL | $390.69万 | 0.05% | 17,529 | 17,529 | — | $390.69万 | 新建仓 |
| IBMS | ISHARES TR | $391.73万 | 0.05% | 151,422 | 10,690 | 7.6% | $27.66万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $398.85万 | 0.05% | 135,525 | 1,473 | 1.1% | $4.34万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $409.68万 | 0.05% | 43,872 | -11,128 | -20.2% | -$103.91万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $426.75万 | 0.06% | 17,182 | 661 | 4.0% | $16.42万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $433.57万 | 0.06% | 104,931 | 5,229 | 5.2% | $21.61万 | 加仓 |
| IBTK | ISHARES TR | $458.89万 | 0.06% | 234,846 | 16,450 | 7.5% | $32.14万 | 加仓 |
| AVGO | BROADCOM INC | $462.48万 | 0.06% | 12,243 | 778 | 6.8% | $29.39万 | 加仓 |
| GOOG | ALPHABET INC | $485.86万 | 0.06% | 13,751 | 610 | 4.6% | $21.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $491.05万 | 0.06% | 22,533 | -3,689 | -14.1% | -$80.39万 | 减仓 |
| IBDU | ISHARES TR | $496.00万 | 0.07% | 214,164 | 73,262 | 52.0% | $169.67万 | 加仓 |
| CSCO | CISCO SYS INC | $507.15万 | 0.07% | 43,176 | 13,764 | 46.8% | $161.67万 | 加仓 |
| IBTJ | ISHARES TR | $514.66万 | 0.07% | 237,720 | -5,290 | -2.2% | -$11.45万 | 减仓 |
| SUB | ISHARES TR | $516.03万 | 0.07% | 48,467 | -4,486 | -8.5% | -$47.76万 | 减仓 |
| IBDT | ISHARES TR | $562.36万 | 0.07% | 222,717 | 54,665 | 32.5% | $138.03万 | 加仓 |
| MRK | MERCK & CO INC | $563.19万 | 0.07% | 43,828 | 9,617 | 28.1% | $123.58万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $566.28万 | 0.07% | 234,582 | -10,448 | -4.3% | -$25.22万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $571.19万 | 0.08% | 215,543 | -4,904 | -2.2% | -$13.00万 | 减仓 |
| VGT | VANGUARD WORLD FD | $577.07万 | 0.08% | 48,282 | 48,282 | — | $577.07万 | 新建仓 |
| IEF | ISHARES TR | $578.05万 | 0.08% | 61,124 | -16,898 | -21.7% | -$159.80万 | 减仓 |
| ESGD | ISHARES TR | $588.76万 | 0.08% | 57,267 | 5,079 | 9.7% | $52.22万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $608.72万 | 0.08% | 47,375 | 47,375 | — | $608.72万 | 新建仓 |
| INTC | INTEL CORP | $615.34万 | 0.08% | 44,069 | 13,306 | 43.3% | $185.79万 | 加仓 |
| HYG | ISHARES TR | $615.76万 | 0.08% | 76,999 | -20,323 | -20.9% | -$162.52万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $621.05万 | 0.08% | 42,352 | 7,920 | 23.0% | $116.14万 | 加仓 |
| IBDS | ISHARES TR | $634.64万 | 0.08% | 262,033 | 60,936 | 30.3% | $147.59万 | 加仓 |
| IBMR | ISHARES TR | $636.03万 | 0.08% | 250,503 | 29,749 | 13.5% | $75.53万 | 加仓 |
| IWD | ISHARES TR | $668.95万 | 0.09% | 27,593 | -25,235 | -47.8% | -$611.78万 | 减仓 |
| ABBV | ABBVIE INC | $672.28万 | 0.09% | 26,716 | 4,266 | 19.0% | $107.35万 | 加仓 |
| — | EXXON MOBIL CORP | $691.17万 | 0.09% | 50,553 | 5,937 | 13.3% | $81.17万 | 加仓 |
| IBMO | ISHARES TR | $691.56万 | 0.09% | 269,719 | 38,077 | 16.4% | $97.63万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $717.45万 | 0.09% | 32,036 | -773 | -2.4% | -$17.31万 | 减仓 |
| KO | COCA COLA CO | $721.64万 | 0.09% | 88,795 | 31,245 | 54.3% | $253.93万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $722.03万 | 0.09% | 199,126 | 4,153 | 2.1% | $15.06万 | 加仓 |
| IBMQ | ISHARES TR | $762.44万 | 0.10% | 298,060 | 25,877 | 9.5% | $66.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $770.57万 | 0.10% | 23,541 | 2,765 | 13.3% | $90.51万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $787.75万 | 0.10% | 18,000 | 18,000 | — | $787.75万 | 新建仓 |
| IBMP | ISHARES TR | $787.76万 | 0.10% | 309,899 | 32,024 | 11.5% | $81.41万 | 加仓 |
| WMT | WALMART INC | $805.70万 | 0.11% | 71,137 | -1,795 | -2.5% | -$20.33万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $815.94万 | 0.11% | 32,127 | 4,573 | 16.6% | $116.14万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $826.97万 | 0.11% | 96,003 | 12,921 | 15.6% | $111.30万 | 加仓 |
| IBDR | ISHARES TR | $827.07万 | 0.11% | 341,342 | 31,559 | 10.2% | $76.47万 | 加仓 |
| IEI | ISHARES TR | $850.57万 | 0.11% | 72,420 | -20,380 | -22.0% | -$239.36万 | 减仓 |
| IJH | ISHARES TR | $860.52万 | 0.11% | 111,596 | -156 | -0.1% | -$1.20万 | 减仓 |
| MLN | VANECK ETF TRUST | $904.56万 | 0.12% | 508,751 | 45,485 | 9.8% | $80.87万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $956.23万 | 0.13% | 140,601 | -43,726 | -23.7% | -$297.38万 | 减仓 |
| EAGG | ISHARES TR | $990.73万 | 0.13% | 208,970 | 18,020 | 9.4% | $85.43万 | 加仓 |
| SDY | SPDR SERIES TRUST | $1,000.30万 | 0.13% | 65,731 | 2 | 0.0% | $304 | 加仓 |
| AMZN | AMAZON COM INC | $1,022.24万 | 0.13% | 42,890 | -765 | -1.8% | -$18.23万 | 减仓 |