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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARESTR | $3,926.15万 | 0.58% | 60,105 | -7,263 | -10.8% | -$474.43万 | 减仓 |
| DFAX | DIMENSIONALETFTRUST | $4,024.75万 | 0.59% | 1,184,794 | -56,932 | -4.6% | -$193.40万 | 减仓 |
| IEMG | ISHARESINC | $4,075.23万 | 0.60% | 584,263 | -26,057 | -4.3% | -$181.75万 | 减仓 |
| HYMB | SPDRSERIESTRUST | $4,151.33万 | 0.61% | 1,673,925 | -627,585 | -27.3% | -$1,556.41万 | 减仓 |
| AAPL | APPLEINC | $4,309.46万 | 0.63% | 169,804 | -7,626 | -4.3% | -$193.54万 | 减仓 |
| IGLB | ISHARESTR | $4,587.52万 | 0.67% | 924,345 | 924,345 | — | $4,587.52万 | 新建仓 |
| ITM | VANECKETFTRUST | $4,891.45万 | 0.72% | 1,053,510 | 1,038,766 | 7,045.3% | $4,822.99万 | 加仓 |
| QUAL | ISHARESTR | $5,144.00万 | 0.75% | 268,182 | -48,297 | -15.3% | -$926.38万 | 减仓 |
| JIRE | JPMORGANEXCHANGETRADEDF | $5,407.58万 | 0.79% | 713,966 | 84,890 | 13.5% | $642.96万 | 加仓 |
| VTI | VANGUARDINDEXFDS | $5,607.34万 | 0.82% | 174,787 | 11,065 | 6.8% | $354.98万 | 加仓 |
| MUB | ISHARESTR | $5,680.28万 | 0.83% | 535,118 | -46,890 | -8.1% | -$497.74万 | 减仓 |
| PFF | ISHARESTR | $5,900.13万 | 0.86% | 1,945,954 | 51,680 | 2.7% | $156.69万 | 加仓 |
| SCHB | SCHWABSTRATEGICTR | $6,445.98万 | 0.94% | 2,568,121 | 205,766 | 8.7% | $516.47万 | 加仓 |
| — | DIMENSIONALETFTRUST | $6,679.42万 | 0.98% | 1,718,842 | -80,763 | -4.5% | -$313.85万 | 减仓 |
| IVE | ISHARESTR | $8,828.46万 | 1.29% | 418,113 | -34,565 | -7.6% | -$729.84万 | 减仓 |
| SPYG | SPDRSERIESTRUST | $9,543.26万 | 1.40% | 974,697 | -9,009 | -0.9% | -$88.21万 | 减仓 |
| IVW | ISHARESTR | $9,561.16万 | 1.40% | 845,298 | -54,845 | -6.1% | -$620.35万 | 减仓 |
| IEFA | ISHARESTR | $9,851.86万 | 1.44% | 1,088,243 | -28,031 | -2.5% | -$253.76万 | 减仓 |
| PZA | INVESCOEXCHTRADEDFDTRII | $1.00亿 | 1.47% | 4,364,629 | 43,003 | 1.0% | $98.82万 | 加仓 |
| BINC | BLACKROCKETFTRUSTII | $1.10亿 | 1.62% | 2,123,686 | 2,123,686 | — | $1.10亿 | 新建仓 |
| FLMI | FRANKLINTEMPLETONETFTR | $1.30亿 | 1.90% | 5,231,166 | 2,865,141 | 121.1% | $7,102.68万 | 加仓 |
| SPIB | SPDRSERIESTRUST | $1.43亿 | 2.10% | 4,277,029 | -2,236,623 | -34.3% | -$7,501.63万 | 减仓 |
| NOBL | PROSHARESTR | $1.45亿 | 2.12% | 1,367,917 | 51,064 | 3.9% | $541.33万 | 加仓 |
| MBB | ISHARESTR | $1.82亿 | 2.66% | 1,912,114 | 847,510 | 79.6% | $8,047.11万 | 加仓 |
| VWO | VANGUARDINTLEQUITYINDEXF | $2.23亿 | 3.27% | 4,125,180 | 1,253,915 | 43.7% | $6,777.41万 | 加仓 |
| VGIT | VANGUARDSCOTTSDALEFDS | $2.34亿 | 3.43% | 3,935,163 | 1,393,666 | 54.8% | $8,299.28万 | 加仓 |
| SPSM | SPDRSERIESTRUST | $2.37亿 | 3.48% | 4,910,917 | 1,430,204 | 41.1% | $6,910.75万 | 加仓 |
| SPAB | SPDRSERIESTRUST | $2.39亿 | 3.50% | 9,329,661 | -5,881,647 | -38.7% | -$1.51亿 | 减仓 |
| VTEB | VANGUARDMUNBDFDS | $3.15亿 | 4.62% | 6,316,714 | 717,204 | 12.8% | $3,578.13万 | 加仓 |
| SPHQ | INVESCOEXCHANGETRADEDFDT | $5.53亿 | 8.09% | 7,350,884 | -1,559,463 | -17.5% | -$1.17亿 | 减仓 |
| VEA | VANGUARDTAX-MANAGEDFDS | $6.97亿 | 10.20% | 10,869,572 | 2,911,826 | 36.6% | $1.87亿 | 加仓 |
| VOO | VANGUARDINDEXFDS | $13.73亿 | 20.10% | 2,297,214 | 200,839 | 9.6% | $1.20亿 | 加仓 |