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 |
|---|---|---|---|---|---|---|---|---|
| SUB | ISHARES TR | $516.03万 | 0.07% | 48,467 | -4,486 | -8.5% | -$47.76万 | 减仓 |
| IBTJ | ISHARES TR | $514.66万 | 0.07% | 237,720 | -5,290 | -2.2% | -$11.45万 | 减仓 |
| CSCO | CISCO SYS INC | $507.15万 | 0.07% | 43,176 | 13,764 | 46.8% | $161.67万 | 加仓 |
| IBDU | ISHARES TR | $496.00万 | 0.07% | 214,164 | 73,262 | 52.0% | $169.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $491.05万 | 0.06% | 22,533 | -3,689 | -14.1% | -$80.39万 | 减仓 |
| GOOG | ALPHABET INC | $485.86万 | 0.06% | 13,751 | 610 | 4.6% | $21.55万 | 加仓 |
| AVGO | BROADCOM INC | $462.48万 | 0.06% | 12,243 | 778 | 6.8% | $29.39万 | 加仓 |
| IBTK | ISHARES TR | $458.89万 | 0.06% | 234,846 | 16,450 | 7.5% | $32.14万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $433.57万 | 0.06% | 104,931 | 5,229 | 5.2% | $21.61万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $426.75万 | 0.06% | 17,182 | 661 | 4.0% | $16.42万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $409.68万 | 0.05% | 43,872 | -11,128 | -20.2% | -$103.91万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $398.85万 | 0.05% | 135,525 | 1,473 | 1.1% | $4.34万 | 加仓 |
| IBMS | ISHARES TR | $391.73万 | 0.05% | 151,422 | 10,690 | 7.6% | $27.66万 | 加仓 |
| WM | WASTE MGMT INC DEL | $390.69万 | 0.05% | 17,529 | 17,529 | — | $390.69万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $389.71万 | 0.05% | 22,055 | 2,452 | 12.5% | $43.33万 | 加仓 |
| IWM | ISHARES TR | $383.34万 | 0.05% | 12,759 | -6,840 | -34.9% | -$205.51万 | 减仓 |
| VB | VANGUARD INDEX FDS | $381.67万 | 0.05% | 12,591 | 516 | 4.3% | $15.64万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $377.91万 | 0.05% | 37,566 | 37,566 | — | $377.91万 | 新建仓 |
| IBDV | ISHARES TR | $377.47万 | 0.05% | 173,151 | 60,788 | 54.1% | $132.52万 | 加仓 |
| CVX | CHEVRON CORPORATION | $374.58万 | 0.05% | 22,598 | 8,759 | 63.3% | $145.19万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $346.13万 | 0.05% | 154,176 | -22,600 | -12.8% | -$50.74万 | 减仓 |
| MPC | MARATHON PETE CORP | $341.88万 | 0.04% | 13,372 | 2,320 | 21.0% | $59.32万 | 加仓 |
| RTX | RTX CORPORATION | $339.62万 | 0.04% | 17,900 | 3,395 | 23.4% | $64.41万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $337.33万 | 0.04% | 66,594 | -217 | -0.3% | -$1.10万 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $336.36万 | 0.04% | 23,706 | -332 | -1.4% | -$4.71万 | 减仓 |
| USIG | ISHARES TR | $334.67万 | 0.04% | 65,251 | -11,275 | -14.7% | -$57.83万 | 减仓 |
| BAC | BANK OF AMER CORP | $328.07万 | 0.04% | 57,576 | 5,574 | 10.7% | $31.76万 | 加仓 |
| DGRO | ISHARES TR | $318.48万 | 0.04% | 42,021 | 2,018 | 5.0% | $15.29万 | 加仓 |
| GOVT | ISHARES TR | $317.85万 | 0.04% | 139,532 | -49,707 | -26.3% | -$113.23万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $309.60万 | 0.04% | 11,009 | 11,009 | — | $309.60万 | 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 |
| MCD | MCDONALDS CORP | $292.09万 | 0.04% | 10,806 | 10,806 | — | $292.09万 | 新建仓 |
| DON | WISDOMTREE TR | $275.18万 | 0.04% | 48,688 | -1,271 | -2.5% | -$7.18万 | 减仓 |
| EEM | ISHARES TR | $269.48万 | 0.04% | 39,392 | -172 | -0.4% | -$1.18万 | 减仓 |
| HYD | VANECK ETF TRUST | $266.33万 | 0.04% | 51,704 | -11,378 | -18.0% | -$58.61万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $259.22万 | 0.03% | 29,534 | -5,251 | -15.1% | -$46.09万 | 减仓 |
| DVY | ISHARES TR | $257.38万 | 0.03% | 16,467 | -189 | -1.1% | -$2.95万 | 减仓 |
| EXC | EXELON CORP | $253.46万 | 0.03% | 54,367 | 2,029 | 3.9% | $9.46万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $249.97万 | 0.03% | 78,459 | 1,766 | 2.3% | $5.63万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $249.59万 | 0.03% | 21,574 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $243.99万 | 0.03% | 23,470 | 1,964 | 9.1% | $20.42万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $238.22万 | 0.03% | 24,163 | -4,263 | -15.0% | -$42.03万 | 减仓 |
| MGK | VANGUARD WORLD FD | $235.97万 | 0.03% | 26,842 | 26,842 | — | $235.97万 | 新建仓 |
| BGRN | ISHARES TR | $230.61万 | 0.03% | 48,578 | 1,736 | 3.7% | $8.24万 | 加仓 |
| HDV | ISHARES TR | $227.16万 | 0.03% | 82,875 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $224.87万 | 0.03% | 51,718 | 279 | 0.5% | $1.21万 | 加仓 |
| AOA | ISHARES TR | $219.53万 | 0.03% | 22,493 | -3,088 | -12.1% | -$30.14万 | 减仓 |
| IBDW | ISHARES TR | $212.19万 | 0.03% | 101,818 | 7,967 | 8.5% | $16.60万 | 加仓 |
| ESML | ISHARES TR | $211.01万 | 0.03% | 37,727 | 2,608 | 7.4% | $14.59万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $210.94万 | 0.03% | 51,904 | 51,904 | — | $210.94万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $210.07万 | 0.03% | 16,596 | 1,377 | 9.0% | $17.43万 | 加仓 |
| EFA | ISHARES TR | $207.42万 | 0.03% | 19,968 | -10,634 | -34.7% | -$110.46万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $206.41万 | 0.03% | 11,697 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $200.04万 | 0.03% | 13,974 | 13,974 | — | $200.04万 | 新建仓 |
| PEP | PEPSICO INC | $199.96万 | 0.03% | 14,768 | 1,977 | 15.5% | $26.77万 | 加仓 |
| C | CITIGROUP INC | $194.25万 | 0.03% | 13,879 | 3,722 | 36.6% | $52.09万 | 重新持有 |
| SPYM | SPDR SERIES TRUST | $184.78万 | 0.02% | 21,026 | 21,026 | — | $184.78万 | 新建仓 |
| — | UNITED STS COMMODITY INDEX F | $184.57万 | 0.02% | 19,923 | 0 | 0.0% | — | 不变 |
| QEFA | SPDR INDEX SHS FDS | $182.27万 | 0.02% | 18,984 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $180.52万 | 0.02% | 33,673 | 11,241 | 50.1% | $60.26万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $176.01万 | 0.02% | 30,546 | 15,781 | 106.9% | $90.93万 | 加仓 |
| SO | SOUTHERN CO | $170.77万 | 0.02% | 17,842 | 6,253 | 54.0% | $59.85万 | 加仓 |
| UBS | UBS GROUP AG | $168.45万 | 0.02% | 33,990 | -1,240 | -3.5% | -$6.15万 | 减仓 |
| IBDX | ISHARES TR | $167.44万 | 0.02% | 66,469 | 3,326 | 5.3% | $8.38万 | 加仓 |
| MMM | 3M CO | $167.11万 | 0.02% | 10,321 | 10,321 | — | $167.11万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $159.41万 | 0.02% | 28,979 | 8,533 | 41.7% | $46.94万 | 加仓 |
| XEL | XCEL ENERGY INC | $151.34万 | 0.02% | 18,847 | 18,847 | — | $151.34万 | 新建仓 |
| — | PUTNAM ETF TRUST | $150.07万 | 0.02% | 202,255 | 202,255 | — | $150.07万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $149.99万 | 0.02% | 35,426 | 13,356 | 60.5% | $56.55万 | 加仓 |
| ENB | ENBRIDGE INC | $149.34万 | 0.02% | 27,549 | 4,980 | 22.1% | $27.00万 | 加仓 |
| — | ISHARES TR | $149.23万 | 0.02% | 24,739 | 1,791 | 7.8% | $10.80万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $146.28万 | 0.02% | 16,121 | 4,794 | 42.3% | $43.50万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $145.87万 | 0.02% | 27,425 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $144.41万 | 0.02% | 19,688 | 2,180 | 12.5% | $15.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $142.02万 | 0.02% | 17,332 | -154 | -0.9% | -$1.26万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $140.75万 | 0.02% | 14,053 | 14,053 | — | $140.75万 | 新建仓 |
| DIS | DISNEY WALT CO | $132.99万 | 0.02% | 13,817 | 3,365 | 32.2% | $32.39万 | 重新持有 |
| WFC | WELLS FARGO & CO | $128.03万 | 0.02% | 15,493 | 2,389 | 18.2% | $19.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $126.74万 | 0.02% | 17,615 | 3,500 | 24.8% | $25.18万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $125.00万 | 0.02% | 103,138 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $120.56万 | 0.02% | 14,963 | 14,963 | — | $120.56万 | 新建仓 |
| PFE | PFIZER INC | $120.02万 | 0.02% | 49,841 | 33,027 | 196.4% | $79.53万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $118.90万 | 0.02% | 48,510 | 48,510 | — | $118.90万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $118.84万 | 0.02% | 22,000 | 22,000 | — | $118.84万 | 新建仓 |
| IWR | ISHARES TR | $117.70万 | 0.02% | 10,669 | -169 | -1.6% | -$1.86万 | 减仓 |
| CVS | CVS HEALTH CORP | $114.59万 | 0.02% | 11,077 | 11,077 | — | $114.59万 | 新建仓 |
| DFLV | DIMENSIONAL ETF TRUST | $114.20万 | 0.02% | 28,881 | 28,881 | — | $114.20万 | 新建仓 |
| EMB | ISHARES TR | $113.43万 | 0.01% | 11,762 | -744 | -5.9% | -$7.17万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $112.03万 | 0.01% | 58,777 | 26,330 | 81.1% | $50.18万 | 加仓 |
| SHYD | VANECK ETF TRUST | $110.62万 | 0.01% | 48,306 | -2,861 | -5.6% | -$6.55万 | 减仓 |
| COP | CONOCOPHILLIPS | $109.54万 | 0.01% | 10,537 | 10,537 | — | $109.54万 | 新建仓 |
| P | EVERPURE INC | $103.55万 | 0.01% | 13,142 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $103.41万 | 0.01% | 40,081 | -2,321 | -5.5% | -$5.99万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $102.32万 | 0.01% | 17,691 | 7,364 | 71.3% | $42.59万 | 加仓 |
| T | AT&T INC | $99.11万 | 0.01% | 47,881 | 5,805 | 13.8% | $12.02万 | 加仓 |
| USB | US BANCORP | $98.39万 | 0.01% | 16,290 | -1,232 | -7.0% | -$7.44万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $97.99万 | 0.01% | 13,348 | -2,778 | -17.2% | -$20.39万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $97.95万 | 0.01% | 11,856 | 11,856 | — | $97.95万 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $97.87万 | 0.01% | 38,500 | 13,087 | 51.5% | $33.27万 | 加仓 |
| IBCA | ISHARES TR | $96.48万 | 0.01% | 37,673 | 25,137 | 200.5% | $64.38万 | 加仓 |