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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCACOLACO | $437.67万 | 0.06% | 57,550 | 27,548 | 91.8% | $209.50万 | 加仓 |
| GOVT | ISHARESTR | $433.55万 | 0.06% | 189,239 | -56,672 | -23.0% | -$129.84万 | 减仓 |
| IBTK | ISHARESTR | $430.68万 | 0.06% | 218,396 | 70,817 | 48.0% | $139.65万 | 加仓 |
| IBDT | ISHARESTR | $425.68万 | 0.06% | 168,052 | 32,614 | 24.1% | $82.61万 | 加仓 |
| VOOV | VANGUARDADMIRALFDSINC | $421.95万 | 0.06% | 20,705 | 20,705 | — | $421.95万 | 新建仓 |
| MRK | MERCK&COINC | $411.52万 | 0.06% | 34,211 | -995 | -2.8% | -$11.97万 | 减仓 |
| USIG | ISHARESTR | $392.04万 | 0.06% | 76,526 | -30,755 | -28.7% | -$157.56万 | 减仓 |
| SHYM | BLACKROCKETFTRUSTII | $389.26万 | 0.06% | 176,776 | -33,491 | -15.9% | -$73.75万 | 减仓 |
| GOOG | ALPHABETINC | $376.96万 | 0.06% | 13,141 | -627 | -4.6% | -$17.99万 | 减仓 |
| IBMS | ISHARESTR | $363.51万 | 0.05% | 140,732 | 36,633 | 35.2% | $94.62万 | 加仓 |
| AVGO | BROADCOMINC | $354.86万 | 0.05% | 11,465 | 11,465 | — | $354.86万 | 新建仓 |
| SCHX | SCHWABSTRATEGICTR | $343.71万 | 0.05% | 134,052 | 6,334 | 5.0% | $16.24万 | 加仓 |
| JMUB | JPMORGANEXCHANGETRADEDF | $333.99万 | 0.05% | 66,811 | 22,433 | 50.5% | $112.14万 | 加仓 |
| IBDU | ISHARESTR | $327.74万 | 0.05% | 140,902 | 34,710 | 32.7% | $80.74万 | 加仓 |
| NEE | NEXTERAENERGYINC | $323.08万 | 0.05% | 34,785 | 1,477 | 4.4% | $13.72万 | 加仓 |
| HYD | VANECKETFTRUST | $316.29万 | 0.05% | 63,082 | -41,363 | -39.6% | -$207.39万 | 减仓 |
| VB | VANGUARDINDEXFDS | $316.27万 | 0.05% | 12,075 | 12,075 | — | $316.27万 | 新建仓 |
| VV | VANGUARDINDEXFDS | $310.59万 | 0.05% | 10,393 | 0 | 0.0% | — | 不变 |
| GSLC | GOLDMANSACHSETFTR | $300.79万 | 0.04% | 24,038 | -1,378 | -5.4% | -$17.24万 | 减仓 |
| VGK | VANGUARDINTLEQUITYINDEXF | $298.93万 | 0.04% | 36,265 | 0 | 0.0% | — | 不变 |
| EFA | ISHARESTR | $297.23万 | 0.04% | 30,602 | 1,875 | 6.5% | $18.21万 | 加仓 |
| CVX | CHEVRONCORPORATION | $286.33万 | 0.04% | 13,839 | -355 | -2.5% | -$7.34万 | 减仓 |
| BITB | BITWISEBITCOINETFTR | $282.31万 | 0.04% | 76,693 | 13,843 | 22.0% | $50.96万 | 加仓 |
| DGRO | ISHARESTR | $280.74万 | 0.04% | 40,003 | 300 | 0.8% | $2.11万 | 加仓 |
| RTX | RTXCORPORATION | $279.80万 | 0.04% | 14,505 | -369 | -2.5% | -$7.12万 | 减仓 |
| MPC | MARATHONPETECORP | $269.87万 | 0.04% | 11,052 | -136 | -1.2% | -$3.32万 | 减仓 |
| BMO | BANKMONTREALMEDIUM | $265.31万 | 0.04% | 19,603 | 111 | 0.6% | $1.50万 | 加仓 |
| DON | WISDOMTREETR | $262.48万 | 0.04% | 49,959 | -2,300 | -4.4% | -$12.08万 | 减仓 |
| EXC | EXELONCORP | $256.56万 | 0.04% | 52,338 | -508 | -1.0% | -$2.49万 | 减仓 |
| BAC | BANKAMERICACORP | $253.51万 | 0.04% | 52,002 | 12,697 | 32.3% | $61.90万 | 加仓 |
| DVY | ISHARESTR | $252.19万 | 0.04% | 16,656 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARESTR | $245.96万 | 0.04% | 112,363 | 30,745 | 37.7% | $67.30万 | 加仓 |
| JGRO | JPMORGANEXCHANGETRADEDF | $240.26万 | 0.04% | 28,426 | -2,139 | -7.0% | -$18.08万 | 减仓 |
| FITB | FIFTHTHIRDBANCORP | $233.03万 | 0.03% | 50,157 | 50,157 | — | $233.03万 | 新建仓 |
| VBR | VANGUARDINDEXFDS | $231.91万 | 0.03% | 10,675 | 487 | 4.8% | $10.58万 | 加仓 |
| CSCO | CISCOSYSINC | $228.20万 | 0.03% | 29,412 | 10,057 | 52.0% | $78.03万 | 加仓 |
| AOA | ISHARESTR | $226.37万 | 0.03% | 25,581 | 871 | 3.5% | $7.71万 | 加仓 |
| HDV | ISHARESTR | $224.96万 | 0.03% | 16,575 | 0 | 0.0% | — | 不变 |
| EEM | ISHARESTR | $224.68万 | 0.03% | 39,564 | -450 | -1.1% | -$2.56万 | 减仓 |
| AGGY | WISDOMTREETR | $223.50万 | 0.03% | 51,439 | 1,079 | 2.1% | $4.69万 | 加仓 |
| BGRN | ISHARESTR | $222.37万 | 0.03% | 46,842 | 147 | 0.3% | $6,978 | 加仓 |
| VPL | VANGUARDINTLEQUITYINDEXF | $210.84万 | 0.03% | 21,574 | 0 | 0.0% | — | 不变 |
| MOAT | VANECKETFTRUST | $207.96万 | 0.03% | 21,506 | 309 | 1.5% | $2.99万 | 加仓 |
| SBAC | SBACOMMUNICATIONSCORP | $201.32万 | 0.03% | 11,697 | 0 | 0.0% | — | 不变 |
| DUK | DUKEENERGYCORPNEW | $199.28万 | 0.03% | 15,219 | 15,219 | — | $199.28万 | 新建仓 |
| PEP | PEPSICOINC | $198.63万 | 0.03% | 12,791 | 12,791 | — | $198.63万 | 新建仓 |
| AFL | AFLACINC | $196.90万 | 0.03% | 17,947 | -125 | -0.7% | -$1.37万 | 减仓 |
| IBDW | ISHARESTR | $196.43万 | 0.03% | 93,851 | 41,898 | 80.6% | $87.69万 | 加仓 |
| — | UNITEDSTSCOMMODITYINDEXF | $189.90万 | 0.03% | 19,923 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWABSTRATEGICTR | $185.36万 | 0.03% | 59,872 | -41,211 | -40.8% | -$127.59万 | 减仓 |
| QEFA | SPDRINDEXSHSFDS | $177.06万 | 0.03% | 18,984 | 1,030 | 5.7% | $9.61万 | 加仓 |
| ESML | ISHARESTR | $165.13万 | 0.02% | 35,119 | 107 | 0.3% | $5,031 | 加仓 |
| IBDX | ISHARESTR | $159.56万 | 0.02% | 63,143 | 21,658 | 52.2% | $54.73万 | 加仓 |
| PRFZ | INVESCOEXCHANGETRADEDFDT | $150.08万 | 0.02% | 32,718 | -16,712 | -33.8% | -$76.66万 | 减仓 |
| AKRE | PROFESIONALLYMANAGEDPORTFO | $144.94万 | 0.02% | 27,425 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARDSTARFDS | $144.43万 | 0.02% | 18,731 | 3,832 | 25.7% | $29.55万 | 加仓 |
| UBS | UBSGROUPAG | $137.64万 | 0.02% | 35,230 | 35,230 | — | $137.64万 | 新建仓 |
| IAU | ISHARESGOLDTR | $136.58万 | 0.02% | 15,492 | 43 | 0.3% | $3,791 | 加仓 |
| INTC | INTELCORP | $135.76万 | 0.02% | 30,763 | 3,298 | 12.0% | $14.55万 | 加仓 |
| — | ISHARESTR | $133.01万 | 0.02% | 22,948 | -44 | -0.2% | -$2,550 | 减仓 |
| DFUS | DIMENSIONALETFTRUST | $123.99万 | 0.02% | 17,486 | 41 | 0.2% | $2,907 | 加仓 |
| ENB | ENBRIDGEINC | $122.19万 | 0.02% | 22,569 | 532 | 2.4% | $2.88万 | 加仓 |
| T | AT&TINC | $121.98万 | 0.02% | 42,076 | -809 | -1.9% | -$2.35万 | 减仓 |
| BND | VANGUARDBDINDEXFDS | $118.75万 | 0.02% | 16,126 | 365 | 2.3% | $2.69万 | 加仓 |
| NAD | NUVEENQUALITYMUNCPINCOME | $118.61万 | 0.02% | 103,138 | 0 | 0.0% | — | 不变 |
| EMB | ISHARESTR | $117.47万 | 0.02% | 12,506 | -2,928 | -19.0% | -$27.50万 | 减仓 |
| ABT | ABBOTTLABORATORIES | $116.29万 | 0.02% | 11,327 | -642 | -5.4% | -$6.59万 | 减仓 |
| SHYD | VANECKETFTRUST | $115.94万 | 0.02% | 51,167 | -15,973 | -23.8% | -$36.19万 | 减仓 |
| EFV | ISHARESTR | $114.27万 | 0.02% | 15,369 | 223 | 1.5% | $1.66万 | 加仓 |
| SO | SOUTHERNCO | $111.86万 | 0.02% | 11,589 | 11,589 | — | $111.86万 | 新建仓 |
| VZ | VERIZONCOMMUNICATIONSINC | $110.79万 | 0.02% | 22,070 | 2,441 | 12.4% | $12.25万 | 加仓 |
| XLF | SELECTSECTORSPDRTR | $110.75万 | 0.02% | 22,432 | 3,921 | 21.2% | $19.36万 | 重新持有 |
| — | ISHARESTR | $108.83万 | 0.02% | 42,402 | 9,985 | 30.8% | $25.63万 | 加仓 |
| IBIT | ISHARESBITCOINTRUSTETF | $106.17万 | 0.02% | 27,635 | 13,253 | 92.1% | $50.92万 | 加仓 |
| IWR | ISHARESTR | $105.38万 | 0.02% | 10,838 | 169 | 1.6% | $1.64万 | 加仓 |
| WFC | WELLSFARGO&CO | $104.32万 | 0.02% | 13,104 | 13,104 | — | $104.32万 | 新建仓 |
| IBDY | ISHARESTR | $102.50万 | 0.02% | 39,652 | 1,551 | 4.1% | $4.01万 | 加仓 |
| WMB | WILLIAMSCOSINC | $100.56万 | 0.01% | 13,817 | -891 | -6.1% | -$6.48万 | 减仓 |
| DFUV | DIMENSIONALETFTRUST | $99.08万 | 0.01% | 20,446 | 43 | 0.2% | $2,084 | 加仓 |
| CARR | CARRIERGLOBALCORPORATION | $98.59万 | 0.01% | 17,508 | 17,508 | — | $98.59万 | 新建仓 |
| MO | ALTRIAGROUPINC | $93.14万 | 0.01% | 14,115 | -34 | -0.2% | -$2,244 | 减仓 |
| USB | USBANCORP | $91.13万 | 0.01% | 17,522 | 17,522 | — | $91.13万 | 新建仓 |
| BMY | BRISTOL-MYERSSQUIBBCO | $89.55万 | 0.01% | 14,765 | 1,349 | 10.1% | $8.18万 | 加仓 |
| AOR | ISHARESTR | $86.58万 | 0.01% | 13,455 | -1,518 | -10.1% | -$9.77万 | 减仓 |
| IEUR | ISHARESTR | $79.41万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| P | EVERPUREINC | $77.59万 | 0.01% | 13,142 | 13,142 | — | $77.59万 | 新建仓 |
| XLU | SELECTSECTORSPDRTR | $76.93万 | 0.01% | 16,765 | -831 | -4.7% | -$3.81万 | 减仓 |
| RDVY | FIRSTTREXCHANGETRADEDFD | $72.99万 | 0.01% | 10,690 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONALETFTRUST | $70.66万 | 0.01% | 11,314 | 0 | 0.0% | — | 不变 |
| SMBS | SCHWABSTRATEGICTR | $64.93万 | 0.01% | 25,413 | 25,413 | — | $64.93万 | 新建仓 |
| BJAN | INNOVATORETFSTRUST | $63.88万 | 0.01% | 11,978 | 11,978 | — | $63.88万 | 新建仓 |
| COWZ | PACERFDSTR | $63.27万 | 0.01% | 10,113 | 10,113 | — | $63.27万 | 新建仓 |
| BTI | BRITISHAMERNTOBPLC | $63.02万 | 0.01% | 10,779 | -136 | -1.2% | -$7,952 | 减仓 |
| SHYG | ISHARESTR | $62.77万 | 0.01% | 14,836 | 0 | 0.0% | — | 不变 |
| ET | ENERGYTRANSFERLP | $61.39万 | 0.01% | 31,806 | 575 | 1.8% | $1.11万 | 加仓 |
| PREF | PRINCIPALEXCHANGETRADEDFD | $61.07万 | 0.01% | 32,447 | -17,580 | -35.1% | -$33.09万 | 减仓 |
| PJAN | INNOVATORETFSTRUST | $61.03万 | 0.01% | 13,229 | 13,229 | — | $61.03万 | 新建仓 |
| FNDF | SCHWABSTRATEGICTR | $60.94万 | 0.01% | 12,455 | 1,659 | 15.4% | $8.12万 | 加仓 |
| MDLZ | MONDELEZINTLINC | $59.52万 | 0.01% | 10,327 | -941 | -8.4% | -$5.42万 | 减仓 |
| CMCSA | COMCASTCORPNEW | $54.90万 | 0.01% | 19,123 | 2,898 | 17.9% | $8.32万 | 加仓 |