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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $16.16亿 | 21.25% | 2,353,485 | 56,271 | 2.4% | $3,864.75万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7.88亿 | 10.35% | 11,054,365 | 184,793 | 1.7% | $1,316.65万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $6.64亿 | 8.72% | 7,364,726 | 13,842 | 0.2% | $124.72万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $3.23亿 | 4.25% | 6,394,230 | 77,516 | 1.2% | $392.08万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $2.90亿 | 3.81% | 5,022,048 | 111,131 | 2.3% | $640.89万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2.52亿 | 3.31% | 4,224,614 | 99,434 | 2.4% | $593.52万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $2.50亿 | 3.28% | 9,787,519 | 457,858 | 4.9% | $1,168.45万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2.48亿 | 3.25% | 4,196,999 | 261,836 | 6.7% | $1,544.31万 | 加仓 |
| MBB | ISHARES TR | $1.85亿 | 2.43% | 1,957,539 | 45,425 | 2.4% | $429.36万 | 加仓 |
| NOBL | PROSHARES TR | $1.51亿 | 1.98% | 2,687,604 | -48,230 | -1.8% | -$270.86万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $1.49亿 | 1.96% | 4,450,915 | 173,886 | 4.1% | $581.82万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $1.31亿 | 1.73% | 5,218,892 | -12,274 | -0.2% | -$30.89万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1.16亿 | 1.52% | 2,207,918 | 84,232 | 4.0% | $440.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1.09亿 | 1.43% | 911,956 | -62,741 | -6.4% | -$746.56万 | 减仓 |
| IVW | ISHARES TR | $1.05亿 | 1.38% | 762,341 | -82,957 | -9.8% | -$1,140.91万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $1.01亿 | 1.33% | 4,286,823 | -77,806 | -1.8% | -$183.00万 | 减仓 |
| IEFA | ISHARES TR | $9,595.68万 | 1.26% | 993,547 | -94,696 | -8.7% | -$914.57万 | 减仓 |
| IVE | ISHARES TR | $8,397.03万 | 1.10% | 369,816 | -48,297 | -11.6% | -$1,096.63万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $7,450.04万 | 0.98% | 1,679,450 | -39,392 | -2.3% | -$174.74万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $7,320.17万 | 0.96% | 2,527,684 | -40,437 | -1.6% | -$117.11万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $7,057.78万 | 0.93% | 190,730 | 15,943 | 9.1% | $589.96万 | 加仓 |
| PFF | ISHARES TR | $6,260.36万 | 0.82% | 2,053,250 | 107,296 | 5.5% | $327.15万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $6,147.79万 | 0.81% | 745,277 | 31,311 | 4.4% | $258.28万 | 加仓 |
| QUAL | ISHARES TR | $5,571.35万 | 0.73% | 253,901 | -14,281 | -5.3% | -$313.37万 | 减仓 |
| AAPL | APPLE INC | $5,083.98万 | 0.67% | 175,697 | 5,893 | 3.5% | $170.52万 | 加仓 |
| ITM | VANECK ETF TRUST | $4,958.34万 | 0.65% | 1,055,190 | 1,680 | 0.2% | $7.89万 | 加仓 |
| IGLB | ISHARES TR | $4,802.70万 | 0.63% | 959,773 | 35,428 | 3.8% | $177.28万 | 加仓 |
| MUB | ISHARES TR | $4,696.98万 | 0.62% | 436,441 | -98,677 | -18.4% | -$1,061.96万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $4,271.12万 | 0.56% | 1,678,899 | 4,974 | 0.3% | $12.65万 | 加仓 |
| IEMG | ISHARES INC | $4,183.40万 | 0.55% | 504,998 | -79,265 | -13.6% | -$656.63万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $4,129.09万 | 0.54% | 1,120,817 | -63,977 | -5.4% | -$235.69万 | 减仓 |
| IWY | ISHARES TR | $3,911.19万 | 0.51% | 134,581 | -15,941 | -10.6% | -$463.28万 | 减仓 |
| IVV | ISHARES TR | $3,817.06万 | 0.50% | 50,970 | -9,135 | -15.2% | -$684.10万 | 减仓 |
| SHM | SPDR SERIES TRUST | $3,593.38万 | 0.47% | 749,168 | 4,896 | 0.7% | $23.48万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $3,503.44万 | 0.46% | 861,432 | -18,567 | -2.1% | -$75.51万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,227.34万 | 0.42% | 86,519 | 12,471 | 16.8% | $465.19万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $3,151.94万 | 0.41% | 931,425 | -330,270 | -26.2% | -$1,117.63万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,100.88万 | 0.41% | 858,257 | -107,939 | -11.2% | -$389.98万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,905.71万 | 0.38% | 346,950 | 55,619 | 19.1% | $465.81万 | 加仓 |
| IJR | ISHARES TR | $2,622.76万 | 0.34% | 176,843 | -1,225 | -0.7% | -$18.17万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $2,485.35万 | 0.33% | 331,823 | -19,305 | -5.5% | -$144.59万 | 减仓 |
| IBTG | ISHARES TR | $2,336.38万 | 0.31% | 1,020,698 | -119,758 | -10.5% | -$274.13万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $2,302.63万 | 0.30% | 661,485 | -19,918 | -2.9% | -$69.33万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $2,258.30万 | 0.30% | 442,803 | -68,731 | -13.4% | -$350.53万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2,247.18万 | 0.30% | 112,309 | 43,237 | 62.6% | $865.13万 | 加仓 |
| IBTH | ISHARES TR | $2,194.21万 | 0.29% | 980,870 | 39,115 | 4.2% | $87.50万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,017.97万 | 0.27% | 872,446 | -32,580 | -3.6% | -$75.36万 | 减仓 |
| IQLT | ISHARES TR | $1,909.65万 | 0.25% | 385,398 | -105,025 | -21.4% | -$520.40万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,859.57万 | 0.24% | 671,323 | 13,665 | 2.1% | $37.85万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,822.23万 | 0.24% | 24,402 | -684 | -2.7% | -$51.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,804.49万 | 0.24% | 356,830 | -5,233 | -1.4% | -$26.46万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,658.57万 | 0.22% | 33,501 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $1,426.57万 | 0.19% | 114,888 | 10,068 | 9.6% | $125.01万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,383.64万 | 0.18% | 58,475 | 28,100 | 92.5% | $664.90万 | 加仓 |
| IXUS | ISHARES TR | $1,351.50万 | 0.18% | 141,607 | -39,996 | -22.0% | -$381.72万 | 减仓 |
| ITOT | ISHARES TR | $1,281.86万 | 0.17% | 78,034 | -6,607 | -7.8% | -$108.53万 | 减仓 |
| TFI | SPDR SERIES TRUST | $1,245.63万 | 0.16% | 271,971 | 4,394 | 1.6% | $20.12万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,237.10万 | 0.16% | 245,506 | 2,831 | 1.2% | $14.27万 | 加仓 |
| AGG | ISHARES TR | $1,222.61万 | 0.16% | 123,521 | 18,549 | 17.7% | $183.60万 | 加仓 |
| IGEB | ISHARES TR | $1,153.56万 | 0.15% | 255,722 | -72,103 | -22.0% | -$325.26万 | 减仓 |
| SUSL | ISHARES TR | $1,147.90万 | 0.15% | 86,464 | 4,123 | 5.0% | $54.74万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,134.10万 | 0.15% | 51,736 | 31,031 | 149.9% | $680.23万 | 加仓 |
| CMF | ISHARES TR | $1,125.97万 | 0.15% | 195,345 | 3,316 | 1.7% | $19.11万 | 加仓 |
| GOOGL | ALPHABET INC | $1,074.58万 | 0.14% | 30,069 | 2,127 | 7.6% | $76.01万 | 加仓 |
| IBTI | ISHARES TR | $1,034.08万 | 0.14% | 467,062 | 79,241 | 20.4% | $175.44万 | 加仓 |
| AMZN | AMAZON COM INC | $1,022.24万 | 0.13% | 42,890 | -765 | -1.8% | -$18.23万 | 减仓 |
| SDY | SPDR SERIES TRUST | $1,000.30万 | 0.13% | 65,731 | 2 | 0.0% | $304 | 加仓 |
| EAGG | ISHARES TR | $990.73万 | 0.13% | 208,970 | 18,020 | 9.4% | $85.43万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $956.23万 | 0.13% | 140,601 | -43,726 | -23.7% | -$297.38万 | 减仓 |
| MLN | VANECK ETF TRUST | $904.56万 | 0.12% | 508,751 | 45,485 | 9.8% | $80.87万 | 加仓 |
| IJH | ISHARES TR | $860.52万 | 0.11% | 111,596 | -156 | -0.1% | -$1.20万 | 减仓 |
| IEI | ISHARES TR | $850.57万 | 0.11% | 72,420 | -20,380 | -22.0% | -$239.36万 | 减仓 |
| IBDR | ISHARES TR | $827.07万 | 0.11% | 341,342 | 31,559 | 10.2% | $76.47万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $826.97万 | 0.11% | 96,003 | 12,921 | 15.6% | $111.30万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $815.94万 | 0.11% | 32,127 | 4,573 | 16.6% | $116.14万 | 加仓 |
| WMT | WALMART INC | $805.70万 | 0.11% | 71,137 | -1,795 | -2.5% | -$20.33万 | 减仓 |
| IBMP | ISHARES TR | $787.76万 | 0.10% | 309,899 | 32,024 | 11.5% | $81.41万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $787.75万 | 0.10% | 18,000 | 18,000 | — | $787.75万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $770.57万 | 0.10% | 23,541 | 2,765 | 13.3% | $90.51万 | 加仓 |
| IBMQ | ISHARES TR | $762.44万 | 0.10% | 298,060 | 25,877 | 9.5% | $66.19万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $722.03万 | 0.09% | 199,126 | 4,153 | 2.1% | $15.06万 | 加仓 |
| KO | COCA COLA CO | $721.64万 | 0.09% | 88,795 | 31,245 | 54.3% | $253.93万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $717.45万 | 0.09% | 32,036 | -773 | -2.4% | -$17.31万 | 减仓 |
| IBMO | ISHARES TR | $691.56万 | 0.09% | 269,719 | 38,077 | 16.4% | $97.63万 | 加仓 |
| — | EXXON MOBIL CORP | $691.17万 | 0.09% | 50,553 | 5,937 | 13.3% | $81.17万 | 加仓 |
| ABBV | ABBVIE INC | $672.28万 | 0.09% | 26,716 | 4,266 | 19.0% | $107.35万 | 加仓 |
| IWD | ISHARES TR | $668.95万 | 0.09% | 27,593 | -25,235 | -47.8% | -$611.78万 | 减仓 |
| IBMR | ISHARES TR | $636.03万 | 0.08% | 250,503 | 29,749 | 13.5% | $75.53万 | 加仓 |
| IBDS | ISHARES TR | $634.64万 | 0.08% | 262,033 | 60,936 | 30.3% | $147.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $621.05万 | 0.08% | 42,352 | 7,920 | 23.0% | $116.14万 | 加仓 |
| HYG | ISHARES TR | $615.76万 | 0.08% | 76,999 | -20,323 | -20.9% | -$162.52万 | 减仓 |
| INTC | INTEL CORP | $615.34万 | 0.08% | 44,069 | 13,306 | 43.3% | $185.79万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $608.72万 | 0.08% | 47,375 | 47,375 | — | $608.72万 | 新建仓 |
| ESGD | ISHARES TR | $588.76万 | 0.08% | 57,267 | 5,079 | 9.7% | $52.22万 | 加仓 |
| IEF | ISHARES TR | $578.05万 | 0.08% | 61,124 | -16,898 | -21.7% | -$159.80万 | 减仓 |
| VGT | VANGUARD WORLD FD | $577.07万 | 0.08% | 48,282 | 48,282 | — | $577.07万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $571.19万 | 0.08% | 215,543 | -4,904 | -2.2% | -$13.00万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $566.28万 | 0.07% | 234,582 | -10,448 | -4.3% | -$25.22万 | 减仓 |
| MRK | MERCK & CO INC | $563.19万 | 0.07% | 43,828 | 9,617 | 28.1% | $123.58万 | 加仓 |
| IBDT | ISHARES TR | $562.36万 | 0.07% | 222,717 | 54,665 | 32.5% | $138.03万 | 加仓 |