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 |
|---|---|---|---|---|---|---|---|---|
| EOG | EOG RES INC | $0 | 0.00% | 0 | -315,825 | -100.0% | -$3,316.48万 | 清仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -34,650 | -100.0% | -$161.73万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMU | BLACKROCK ETF TRUST II | $0 | 0.00% | 0 | -13,596 | -100.0% | -$66.19万 | 清仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -250,200 | -100.0% | -$58.80万 | 清仓 |
| SPIP | SPDR SERIES TRUST | $0 | 0.00% | 0 | -16,589 | -100.0% | -$43.05万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -11,518 | -100.0% | -$40.00万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBTM | ISHARESTR | $23.10万 | 0.00% | 10,073 | -146 | -1.4% | -$3,348 | 减仓 |
| IBTL | ISHARESTR | $23.11万 | 0.00% | 11,327 | -162 | -1.4% | -$3,305 | 减仓 |
| PDBC | INVESCOACTVELYMNGDETCFD | $25.14万 | 0.00% | 14,515 | -1,537 | -9.6% | -$2.66万 | 减仓 |
| BKMI | BNYMELLONETFTRUSTII | $26.68万 | 0.00% | 10,222 | 10,222 | — | $26.68万 | 新建仓 |
| RQI | COHEN&STEERSQUALITYINCOM | $27.11万 | 0.00% | 22,500 | -679 | -2.9% | -$8,182 | 减仓 |
| VFC | VFCORP | $27.23万 | 0.00% | 16,028 | 0 | 0.0% | — | 不变 |
| F | FORDMTRCO | $27.61万 | 0.00% | 23,926 | 2,300 | 10.6% | $2.65万 | 加仓 |
| BMOP | BNYMELLONETFTRUSTII | $30.40万 | 0.00% | 12,344 | 12,344 | — | $30.40万 | 新建仓 |
| IBCA | ISHARESTR | $32.14万 | 0.00% | 12,536 | 12,536 | — | $32.14万 | 新建仓 |
| MATW | MATTHEWSINTLCORP | $32.97万 | 0.00% | 12,771 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEENMUNHIGHINCOMEOPPOR | $39.88万 | 0.01% | 38,418 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARESTR | $42.92万 | 0.01% | 10,101 | 0 | 0.0% | — | 不变 |
| IBTO | ISHARESTR | $44.08万 | 0.01% | 18,074 | -2,222 | -10.9% | -$5.42万 | 减仓 |
| IBDZ | ISHARESTR | $44.20万 | 0.01% | 16,960 | 1,515 | 9.8% | $3.95万 | 加仓 |
| CALF | PACERFDSTR | $44.92万 | 0.01% | 10,011 | 0 | 0.0% | — | 不变 |
| KHC | KRAFTHEINZCO | $46.67万 | 0.01% | 20,753 | 0 | 0.0% | — | 不变 |
| PFE | PFIZERINC | $47.21万 | 0.01% | 16,814 | -4,724 | -21.9% | -$13.27万 | 减仓 |
| — | GRAYSCALEETHEREUMSTAKINGE | $49.02万 | 0.01% | 28,715 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEENAMTFREEQLTYMUNINC | $50.66万 | 0.01% | 45,108 | 599 | 1.3% | $6,727 | 加仓 |
| EPD | ENTERPRISEPRODSPARTNERSL | $52.98万 | 0.01% | 14,000 | -77 | -0.5% | -$2,914 | 减仓 |
| NYF | ISHARESTR | $54.05万 | 0.01% | 10,175 | -144 | -1.4% | -$7,649 | 减仓 |
| PCG | PG&ECORP | $54.67万 | 0.01% | 31,117 | -250 | -0.8% | -$4,393 | 减仓 |
| CMCSA | COMCASTCORPNEW | $54.90万 | 0.01% | 19,123 | 2,898 | 17.9% | $8.32万 | 加仓 |
| MDLZ | MONDELEZINTLINC | $59.52万 | 0.01% | 10,327 | -941 | -8.4% | -$5.42万 | 减仓 |
| FNDF | SCHWABSTRATEGICTR | $60.94万 | 0.01% | 12,455 | 1,659 | 15.4% | $8.12万 | 加仓 |
| PJAN | INNOVATORETFSTRUST | $61.03万 | 0.01% | 13,229 | 13,229 | — | $61.03万 | 新建仓 |
| PREF | PRINCIPALEXCHANGETRADEDFD | $61.07万 | 0.01% | 32,447 | -17,580 | -35.1% | -$33.09万 | 减仓 |
| ET | ENERGYTRANSFERLP | $61.39万 | 0.01% | 31,806 | 575 | 1.8% | $1.11万 | 加仓 |
| SHYG | ISHARESTR | $62.77万 | 0.01% | 14,836 | 0 | 0.0% | — | 不变 |
| BTI | BRITISHAMERNTOBPLC | $63.02万 | 0.01% | 10,779 | -136 | -1.2% | -$7,952 | 减仓 |
| COWZ | PACERFDSTR | $63.27万 | 0.01% | 10,113 | 10,113 | — | $63.27万 | 新建仓 |
| BJAN | INNOVATORETFSTRUST | $63.88万 | 0.01% | 11,978 | 11,978 | — | $63.88万 | 新建仓 |
| SMBS | SCHWABSTRATEGICTR | $64.93万 | 0.01% | 25,413 | 25,413 | — | $64.93万 | 新建仓 |
| — | DIMENSIONALETFTRUST | $70.66万 | 0.01% | 11,314 | 0 | 0.0% | — | 不变 |
| RDVY | FIRSTTREXCHANGETRADEDFD | $72.99万 | 0.01% | 10,690 | 0 | 0.0% | — | 不变 |
| XLU | SELECTSECTORSPDRTR | $76.93万 | 0.01% | 16,765 | -831 | -4.7% | -$3.81万 | 减仓 |
| P | EVERPUREINC | $77.59万 | 0.01% | 13,142 | 13,142 | — | $77.59万 | 新建仓 |
| IEUR | ISHARESTR | $79.41万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| AOR | ISHARESTR | $86.58万 | 0.01% | 13,455 | -1,518 | -10.1% | -$9.77万 | 减仓 |
| BMY | BRISTOL-MYERSSQUIBBCO | $89.55万 | 0.01% | 14,765 | 1,349 | 10.1% | $8.18万 | 加仓 |
| USB | USBANCORP | $91.13万 | 0.01% | 17,522 | 17,522 | — | $91.13万 | 新建仓 |
| MO | ALTRIAGROUPINC | $93.14万 | 0.01% | 14,115 | -34 | -0.2% | -$2,244 | 减仓 |
| CARR | CARRIERGLOBALCORPORATION | $98.59万 | 0.01% | 17,508 | 17,508 | — | $98.59万 | 新建仓 |
| DFUV | DIMENSIONALETFTRUST | $99.08万 | 0.01% | 20,446 | 43 | 0.2% | $2,084 | 加仓 |
| WMB | WILLIAMSCOSINC | $100.56万 | 0.01% | 13,817 | -891 | -6.1% | -$6.48万 | 减仓 |
| IBDY | ISHARESTR | $102.50万 | 0.02% | 39,652 | 1,551 | 4.1% | $4.01万 | 加仓 |
| WFC | WELLSFARGO&CO | $104.32万 | 0.02% | 13,104 | 13,104 | — | $104.32万 | 新建仓 |
| IWR | ISHARESTR | $105.38万 | 0.02% | 10,838 | 169 | 1.6% | $1.64万 | 加仓 |
| IBIT | ISHARESBITCOINTRUSTETF | $106.17万 | 0.02% | 27,635 | 13,253 | 92.1% | $50.92万 | 加仓 |
| — | ISHARESTR | $108.83万 | 0.02% | 42,402 | 9,985 | 30.8% | $25.63万 | 加仓 |
| XLF | SELECTSECTORSPDRTR | $110.75万 | 0.02% | 22,432 | 3,921 | 21.2% | $19.36万 | 重新持有 |
| VZ | VERIZONCOMMUNICATIONSINC | $110.79万 | 0.02% | 22,070 | 2,441 | 12.4% | $12.25万 | 加仓 |
| SO | SOUTHERNCO | $111.86万 | 0.02% | 11,589 | 11,589 | — | $111.86万 | 新建仓 |
| EFV | ISHARESTR | $114.27万 | 0.02% | 15,369 | 223 | 1.5% | $1.66万 | 加仓 |
| SHYD | VANECKETFTRUST | $115.94万 | 0.02% | 51,167 | -15,973 | -23.8% | -$36.19万 | 减仓 |
| ABT | ABBOTTLABORATORIES | $116.29万 | 0.02% | 11,327 | -642 | -5.4% | -$6.59万 | 减仓 |
| EMB | ISHARESTR | $117.47万 | 0.02% | 12,506 | -2,928 | -19.0% | -$27.50万 | 减仓 |
| NAD | NUVEENQUALITYMUNCPINCOME | $118.61万 | 0.02% | 103,138 | 0 | 0.0% | — | 不变 |
| BND | VANGUARDBDINDEXFDS | $118.75万 | 0.02% | 16,126 | 365 | 2.3% | $2.69万 | 加仓 |
| T | AT&TINC | $121.98万 | 0.02% | 42,076 | -809 | -1.9% | -$2.35万 | 减仓 |
| ENB | ENBRIDGEINC | $122.19万 | 0.02% | 22,569 | 532 | 2.4% | $2.88万 | 加仓 |
| DFUS | DIMENSIONALETFTRUST | $123.99万 | 0.02% | 17,486 | 41 | 0.2% | $2,907 | 加仓 |
| — | ISHARESTR | $133.01万 | 0.02% | 22,948 | -44 | -0.2% | -$2,550 | 减仓 |
| INTC | INTELCORP | $135.76万 | 0.02% | 30,763 | 3,298 | 12.0% | $14.55万 | 加仓 |
| IAU | ISHARESGOLDTR | $136.58万 | 0.02% | 15,492 | 43 | 0.3% | $3,791 | 加仓 |
| UBS | UBSGROUPAG | $137.64万 | 0.02% | 35,230 | 35,230 | — | $137.64万 | 新建仓 |
| VXUS | VANGUARDSTARFDS | $144.43万 | 0.02% | 18,731 | 3,832 | 25.7% | $29.55万 | 加仓 |
| AKRE | PROFESIONALLYMANAGEDPORTFO | $144.94万 | 0.02% | 27,425 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCOEXCHANGETRADEDFDT | $150.08万 | 0.02% | 32,718 | -16,712 | -33.8% | -$76.66万 | 减仓 |
| IBDX | ISHARESTR | $159.56万 | 0.02% | 63,143 | 21,658 | 52.2% | $54.73万 | 加仓 |
| ESML | ISHARESTR | $165.13万 | 0.02% | 35,119 | 107 | 0.3% | $5,031 | 加仓 |
| QEFA | SPDRINDEXSHSFDS | $177.06万 | 0.03% | 18,984 | 1,030 | 5.7% | $9.61万 | 加仓 |
| SCHM | SCHWABSTRATEGICTR | $185.36万 | 0.03% | 59,872 | -41,211 | -40.8% | -$127.59万 | 减仓 |
| — | UNITEDSTSCOMMODITYINDEXF | $189.90万 | 0.03% | 19,923 | 0 | 0.0% | — | 不变 |
| IBDW | ISHARESTR | $196.43万 | 0.03% | 93,851 | 41,898 | 80.6% | $87.69万 | 加仓 |
| AFL | AFLACINC | $196.90万 | 0.03% | 17,947 | -125 | -0.7% | -$1.37万 | 减仓 |
| PEP | PEPSICOINC | $198.63万 | 0.03% | 12,791 | 12,791 | — | $198.63万 | 新建仓 |
| DUK | DUKEENERGYCORPNEW | $199.28万 | 0.03% | 15,219 | 15,219 | — | $199.28万 | 新建仓 |
| SBAC | SBACOMMUNICATIONSCORP | $201.32万 | 0.03% | 11,697 | 0 | 0.0% | — | 不变 |
| MOAT | VANECKETFTRUST | $207.96万 | 0.03% | 21,506 | 309 | 1.5% | $2.99万 | 加仓 |
| VPL | VANGUARDINTLEQUITYINDEXF | $210.84万 | 0.03% | 21,574 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARESTR | $222.37万 | 0.03% | 46,842 | 147 | 0.3% | $6,978 | 加仓 |
| AGGY | WISDOMTREETR | $223.50万 | 0.03% | 51,439 | 1,079 | 2.1% | $4.69万 | 加仓 |
| EEM | ISHARESTR | $224.68万 | 0.03% | 39,564 | -450 | -1.1% | -$2.56万 | 减仓 |
| HDV | ISHARESTR | $224.96万 | 0.03% | 16,575 | 0 | 0.0% | — | 不变 |
| AOA | ISHARESTR | $226.37万 | 0.03% | 25,581 | 871 | 3.5% | $7.71万 | 加仓 |
| CSCO | CISCOSYSINC | $228.20万 | 0.03% | 29,412 | 10,057 | 52.0% | $78.03万 | 加仓 |
| VBR | VANGUARDINDEXFDS | $231.91万 | 0.03% | 10,675 | 487 | 4.8% | $10.58万 | 加仓 |
| FITB | FIFTHTHIRDBANCORP | $233.03万 | 0.03% | 50,157 | 50,157 | — | $233.03万 | 新建仓 |
| JGRO | JPMORGANEXCHANGETRADEDF | $240.26万 | 0.04% | 28,426 | -2,139 | -7.0% | -$18.08万 | 减仓 |