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 |
|---|---|---|---|---|---|---|---|---|
| PCG | PG&ECORP | $54.67万 | 0.01% | 31,117 | -250 | -0.8% | -$4,393 | 减仓 |
| NYF | ISHARESTR | $54.05万 | 0.01% | 10,175 | -144 | -1.4% | -$7,649 | 减仓 |
| EPD | ENTERPRISEPRODSPARTNERSL | $52.98万 | 0.01% | 14,000 | -77 | -0.5% | -$2,914 | 减仓 |
| XNEAX | NUVEENAMTFREEQLTYMUNINC | $50.66万 | 0.01% | 45,108 | 599 | 1.3% | $6,727 | 加仓 |
| — | GRAYSCALEETHEREUMSTAKINGE | $49.02万 | 0.01% | 28,715 | 0 | 0.0% | — | 不变 |
| PFE | PFIZERINC | $47.21万 | 0.01% | 16,814 | -4,724 | -21.9% | -$13.27万 | 减仓 |
| KHC | KRAFTHEINZCO | $46.67万 | 0.01% | 20,753 | 0 | 0.0% | — | 不变 |
| CALF | PACERFDSTR | $44.92万 | 0.01% | 10,011 | 0 | 0.0% | — | 不变 |
| IBDZ | ISHARESTR | $44.20万 | 0.01% | 16,960 | 1,515 | 9.8% | $3.95万 | 加仓 |
| IBTO | ISHARESTR | $44.08万 | 0.01% | 18,074 | -2,222 | -10.9% | -$5.42万 | 减仓 |
| HEFA | ISHARESTR | $42.92万 | 0.01% | 10,101 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEENMUNHIGHINCOMEOPPOR | $39.88万 | 0.01% | 38,418 | 0 | 0.0% | — | 不变 |
| MATW | MATTHEWSINTLCORP | $32.97万 | 0.00% | 12,771 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARESTR | $32.14万 | 0.00% | 12,536 | 12,536 | — | $32.14万 | 新建仓 |
| BMOP | BNYMELLONETFTRUSTII | $30.40万 | 0.00% | 12,344 | 12,344 | — | $30.40万 | 新建仓 |
| F | FORDMTRCO | $27.61万 | 0.00% | 23,926 | 2,300 | 10.6% | $2.65万 | 加仓 |
| VFC | VFCORP | $27.23万 | 0.00% | 16,028 | 0 | 0.0% | — | 不变 |
| RQI | COHEN&STEERSQUALITYINCOM | $27.11万 | 0.00% | 22,500 | -679 | -2.9% | -$8,182 | 减仓 |
| BKMI | BNYMELLONETFTRUSTII | $26.68万 | 0.00% | 10,222 | 10,222 | — | $26.68万 | 新建仓 |
| PDBC | INVESCOACTVELYMNGDETCFD | $25.14万 | 0.00% | 14,515 | -1,537 | -9.6% | -$2.66万 | 减仓 |
| IBTL | ISHARESTR | $23.11万 | 0.00% | 11,327 | -162 | -1.4% | -$3,305 | 减仓 |
| IBTM | ISHARESTR | $23.10万 | 0.00% | 10,073 | -146 | -1.4% | -$3,348 | 减仓 |
| 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 |