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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARDINDEXFDS | $13.73亿 | 20.10% | 2,297,214 | 200,839 | 9.6% | $1.20亿 | 加仓 |
| VEA | VANGUARDTAX-MANAGEDFDS | $6.97亿 | 10.20% | 10,869,572 | 2,911,826 | 36.6% | $1.87亿 | 加仓 |
| SPHQ | INVESCOEXCHANGETRADEDFDT | $5.53亿 | 8.09% | 7,350,884 | -1,559,463 | -17.5% | -$1.17亿 | 减仓 |
| VTEB | VANGUARDMUNBDFDS | $3.15亿 | 4.62% | 6,316,714 | 717,204 | 12.8% | $3,578.13万 | 加仓 |
| SPAB | SPDRSERIESTRUST | $2.39亿 | 3.50% | 9,329,661 | -5,881,647 | -38.7% | -$1.51亿 | 减仓 |
| SPSM | SPDRSERIESTRUST | $2.37亿 | 3.48% | 4,910,917 | 1,430,204 | 41.1% | $6,910.75万 | 加仓 |
| VGIT | VANGUARDSCOTTSDALEFDS | $2.34亿 | 3.43% | 3,935,163 | 1,393,666 | 54.8% | $8,299.28万 | 加仓 |
| VWO | VANGUARDINTLEQUITYINDEXF | $2.23亿 | 3.27% | 4,125,180 | 1,253,915 | 43.7% | $6,777.41万 | 加仓 |
| MBB | ISHARESTR | $1.82亿 | 2.66% | 1,912,114 | 847,510 | 79.6% | $8,047.11万 | 加仓 |
| NOBL | PROSHARESTR | $1.45亿 | 2.12% | 1,367,917 | 51,064 | 3.9% | $541.33万 | 加仓 |
| SPIB | SPDRSERIESTRUST | $1.43亿 | 2.10% | 4,277,029 | -2,236,623 | -34.3% | -$7,501.63万 | 减仓 |
| FLMI | FRANKLINTEMPLETONETFTR | $1.30亿 | 1.90% | 5,231,166 | 2,865,141 | 121.1% | $7,102.68万 | 加仓 |
| BINC | BLACKROCKETFTRUSTII | $1.10亿 | 1.62% | 2,123,686 | 2,123,686 | — | $1.10亿 | 新建仓 |
| PZA | INVESCOEXCHTRADEDFDTRII | $1.00亿 | 1.47% | 4,364,629 | 43,003 | 1.0% | $98.82万 | 加仓 |
| IEFA | ISHARESTR | $9,851.86万 | 1.44% | 1,088,243 | -28,031 | -2.5% | -$253.76万 | 减仓 |
| IVW | ISHARESTR | $9,561.16万 | 1.40% | 845,298 | -54,845 | -6.1% | -$620.35万 | 减仓 |
| SPYG | SPDRSERIESTRUST | $9,543.26万 | 1.40% | 974,697 | -9,009 | -0.9% | -$88.21万 | 减仓 |
| IVE | ISHARESTR | $8,828.46万 | 1.29% | 418,113 | -34,565 | -7.6% | -$729.84万 | 减仓 |
| — | DIMENSIONALETFTRUST | $6,679.42万 | 0.98% | 1,718,842 | -80,763 | -4.5% | -$313.85万 | 减仓 |
| SCHB | SCHWABSTRATEGICTR | $6,445.98万 | 0.94% | 2,568,121 | 205,766 | 8.7% | $516.47万 | 加仓 |
| PFF | ISHARESTR | $5,900.13万 | 0.86% | 1,945,954 | 51,680 | 2.7% | $156.69万 | 加仓 |
| MUB | ISHARESTR | $5,680.28万 | 0.83% | 535,118 | -46,890 | -8.1% | -$497.74万 | 减仓 |
| VTI | VANGUARDINDEXFDS | $5,607.34万 | 0.82% | 174,787 | 11,065 | 6.8% | $354.98万 | 加仓 |
| JIRE | JPMORGANEXCHANGETRADEDF | $5,407.58万 | 0.79% | 713,966 | 84,890 | 13.5% | $642.96万 | 加仓 |
| QUAL | ISHARESTR | $5,144.00万 | 0.75% | 268,182 | -48,297 | -15.3% | -$926.38万 | 减仓 |
| ITM | VANECKETFTRUST | $4,891.45万 | 0.72% | 1,053,510 | 1,038,766 | 7,045.3% | $4,822.99万 | 加仓 |
| IGLB | ISHARESTR | $4,587.52万 | 0.67% | 924,345 | 924,345 | — | $4,587.52万 | 新建仓 |
| AAPL | APPLEINC | $4,309.46万 | 0.63% | 169,804 | -7,626 | -4.3% | -$193.54万 | 减仓 |
| HYMB | SPDRSERIESTRUST | $4,151.33万 | 0.61% | 1,673,925 | -627,585 | -27.3% | -$1,556.41万 | 减仓 |
| IEMG | ISHARESINC | $4,075.23万 | 0.60% | 584,263 | -26,057 | -4.3% | -$181.75万 | 减仓 |
| DFAX | DIMENSIONALETFTRUST | $4,024.75万 | 0.59% | 1,184,794 | -56,932 | -4.6% | -$193.40万 | 减仓 |
| IVV | ISHARESTR | $3,926.15万 | 0.58% | 60,105 | -7,263 | -10.8% | -$474.43万 | 减仓 |
| IWY | ISHARESTR | $3,745.59万 | 0.55% | 150,522 | -10,531 | -6.5% | -$262.05万 | 减仓 |
| SCHG | SCHWABSTRATEGICTR | $3,675.32万 | 0.54% | 1,261,695 | -303,485 | -19.4% | -$884.05万 | 减仓 |
| SHM | SPDRSERIESTRUST | $3,559.86万 | 0.52% | 744,272 | -971,811 | -56.6% | -$4,648.17万 | 减仓 |
| CWI | SPDRINDEXSHSFDS | $3,219.92万 | 0.47% | 879,999 | -193,904 | -18.1% | -$709.49万 | 减仓 |
| SCHA | SCHWABSTRATEGICTR | $2,809.70万 | 0.41% | 966,196 | 203,286 | 26.6% | $591.16万 | 加仓 |
| MSFT | MICROSOFTCORP | $2,741.05万 | 0.40% | 74,048 | 10,071 | 15.7% | $372.80万 | 加仓 |
| IBTG | ISHARESTR | $2,613.36万 | 0.38% | 1,140,456 | 81,236 | 7.7% | $186.15万 | 加仓 |
| JMST | JPMORGANEXCHANGETRADEDF | $2,607.80万 | 0.38% | 511,534 | 49,144 | 10.6% | $250.54万 | 加仓 |
| SPLV | INVESCOEXCHTRADEDFDTRII | $2,568.15万 | 0.38% | 351,128 | -1,385 | -0.4% | -$10.13万 | 减仓 |
| IQLT | ISHARESTR | $2,267.23万 | 0.33% | 490,423 | -104,642 | -17.6% | -$483.76万 | 减仓 |
| IJR | ISHARESTR | $2,213.57万 | 0.32% | 178,068 | 15,389 | 9.5% | $191.30万 | 加仓 |
| VEU | VANGUARDINTLEQUITYINDEXF | $2,187.90万 | 0.32% | 291,331 | 40,725 | 16.3% | $305.84万 | 加仓 |
| IBTH | ISHARESTR | $2,112.36万 | 0.31% | 941,755 | 250,932 | 36.3% | $562.84万 | 加仓 |
| SCHZ | SCHWABSTRATEGICTR | $2,101.47万 | 0.31% | 905,026 | -30,888 | -3.3% | -$71.72万 | 减仓 |
| SCHV | SCHWABSTRATEGICTR | $2,078.28万 | 0.30% | 681,403 | -16,250 | -2.3% | -$49.56万 | 减仓 |
| JPST | JPMORGANEXCHANGETRADEDF | $1,832.40万 | 0.27% | 362,063 | -80,858 | -18.3% | -$409.22万 | 减仓 |
| SPY | STATESTRSPDRS&P500ETFT | $1,631.45万 | 0.24% | 25,086 | -1,297 | -4.9% | -$84.35万 | 减仓 |
| SCHF | SCHWABSTRATEGICTR | $1,627.70万 | 0.24% | 657,658 | 14,849 | 2.3% | $36.75万 | 加仓 |
| IXUS | ISHARESTR | $1,573.41万 | 0.23% | 181,603 | -22,577 | -11.1% | -$195.61万 | 减仓 |
| IGEB | ISHARESTR | $1,477.18万 | 0.22% | 327,825 | -86,914 | -21.0% | -$391.63万 | 减仓 |
| TFI | SPDRSERIESTRUST | $1,213.19万 | 0.18% | 267,577 | -10,682 | -3.8% | -$48.43万 | 减仓 |
| ITOT | ISHARESTR | $1,205.54万 | 0.18% | 84,641 | -6,868 | -7.5% | -$97.82万 | 减仓 |
| NVDA | NVIDIACORPORATION | $1,204.61万 | 0.18% | 69,072 | 3,769 | 5.8% | $65.73万 | 加仓 |
| ROK | ROCKWELLAUTOMATIONINC | $1,202.28万 | 0.18% | 33,501 | 0 | 0.0% | — | 不变 |
| IWD | ISHARESTR | $1,128.78万 | 0.17% | 52,828 | -6,240 | -10.6% | -$133.33万 | 减仓 |
| IWF | ISHARESTR | $1,117.37万 | 0.16% | 26,205 | -3,464 | -11.7% | -$147.70万 | 减仓 |
| SPDW | SPDRINDEXSHSFDS | $1,107.81万 | 0.16% | 242,675 | 48,706 | 25.1% | $222.34万 | 加仓 |
| IEI | ISHARESTR | $1,100.61万 | 0.16% | 92,800 | -25,310 | -21.4% | -$300.18万 | 减仓 |
| CMF | ISHARESTR | $1,091.88万 | 0.16% | 192,029 | 26,512 | 16.0% | $150.75万 | 加仓 |
| DYNF | BLACKROCKETFTRUST | $1,072.41万 | 0.16% | 184,327 | -43,349 | -19.0% | -$252.20万 | 减仓 |
| AGG | ISHARESTR | $1,042.06万 | 0.15% | 104,972 | -20,188 | -16.1% | -$200.41万 | 减仓 |
| SDY | SPDRSERIESTRUST | $959.26万 | 0.14% | 65,729 | -362 | -0.5% | -$5.28万 | 减仓 |
| SUSL | ISHARESTR | $935.42万 | 0.14% | 82,341 | -777 | -0.9% | -$8.83万 | 减仓 |
| AMZN | AMAZONCOMINC | $909.20万 | 0.13% | 43,655 | 2,913 | 7.1% | $60.67万 | 加仓 |
| EAGG | ISHARESTR | $907.97万 | 0.13% | 190,950 | 3,400 | 1.8% | $16.17万 | 加仓 |
| WMT | WALMARTINC | $906.39万 | 0.13% | 72,932 | 39,239 | 116.5% | $487.66万 | 加仓 |
| IBTI | ISHARESTR | $864.18万 | 0.13% | 387,821 | 77,602 | 25.0% | $172.92万 | 加仓 |
| MLN | VANECKETFTRUST | $807.94万 | 0.12% | 463,266 | -63,940 | -12.1% | -$111.51万 | 减仓 |
| GOOGL | ALPHABETINC | $803.51万 | 0.12% | 27,942 | -3,673 | -11.6% | -$105.62万 | 减仓 |
| HYG | ISHARESTR | $774.29万 | 0.11% | 97,322 | -25,964 | -21.1% | -$206.57万 | 减仓 |
| — | EXXONMOBILCORP | $756.95万 | 0.11% | 44,616 | -649 | -1.4% | -$11.01万 | 减仓 |
| IJH | ISHARESTR | $754.66万 | 0.11% | 111,752 | 2,763 | 2.5% | $18.66万 | 加仓 |
| IBDR | ISHARESTR | $750.91万 | 0.11% | 309,783 | 46,059 | 17.5% | $111.65万 | 加仓 |
| IEF | ISHARESTR | $744.64万 | 0.11% | 78,022 | -21,520 | -21.6% | -$205.39万 | 减仓 |
| IBMP | ISHARESTR | $706.91万 | 0.10% | 277,875 | 68,618 | 32.8% | $174.56万 | 加仓 |
| IBMQ | ISHARESTR | $694.88万 | 0.10% | 272,183 | 36,442 | 15.5% | $93.04万 | 加仓 |
| JNJ | JOHNSON&JOHNSON | $673.53万 | 0.10% | 27,554 | 15,438 | 127.4% | $377.37万 | 加仓 |
| ADP | AUTOMATICDATAPROCESSINGIN | $666.61万 | 0.10% | 32,809 | 32,809 | — | $666.61万 | 新建仓 |
| VIG | VANGUARDSPECIALIZEDFUNDS | $653.24万 | 0.10% | 30,375 | 850 | 2.9% | $18.28万 | 加仓 |
| SCHE | SCHWABSTRATEGICTR | $642.44万 | 0.09% | 194,973 | 43,147 | 28.4% | $142.17万 | 加仓 |
| JPM | JPMORGANCHASE&CO | $611.15万 | 0.09% | 20,776 | 2,106 | 11.3% | $61.95万 | 加仓 |
| VT | VANGUARDINTLEQUITYINDEXF | $610.50万 | 0.09% | 44,137 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARDINDEXFDS | $604.82万 | 0.09% | 13,847 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWABSTRATEGICTR | $594.69万 | 0.09% | 245,030 | 91,939 | 60.1% | $223.14万 | 加仓 |
| IBMO | ISHARESTR | $593.70万 | 0.09% | 231,642 | 36,021 | 18.4% | $92.32万 | 加仓 |
| SCHP | SCHWABSTRATEGICTR | $586.61万 | 0.09% | 220,447 | 6,554 | 3.1% | $17.44万 | 加仓 |
| SUB | ISHARESTR | $563.95万 | 0.08% | 52,953 | -21,862 | -29.2% | -$232.83万 | 减仓 |
| IBMR | ISHARESTR | $559.61万 | 0.08% | 220,754 | 67,127 | 43.7% | $170.17万 | 加仓 |
| IBTJ | ISHARESTR | $530.81万 | 0.08% | 243,010 | 66,303 | 37.5% | $144.83万 | 加仓 |
| VTV | VANGUARDINDEXFDS | $514.49万 | 0.08% | 26,222 | 3,078 | 13.3% | $60.39万 | 加仓 |
| DVN | DEVONENERGYCORPNEW | $501.70万 | 0.07% | 99,702 | 471 | 0.5% | $2.37万 | 加仓 |
| ESGD | ISHARESTR | $499.02万 | 0.07% | 52,188 | 93 | 0.2% | $8,893 | 加仓 |
| PG | PROCTER&GAMBLECO | $497.34万 | 0.07% | 34,432 | 1,324 | 4.0% | $19.12万 | 加仓 |
| ABBV | ABBVIEINC | $488.27万 | 0.07% | 22,450 | 438 | 2.0% | $9.53万 | 加仓 |
| IBDS | ISHARESTR | $487.46万 | 0.07% | 201,097 | 47,209 | 30.7% | $114.43万 | 加仓 |
| VIGI | VANGUARDWHITEHALLFDS | $486.53万 | 0.07% | 55,000 | -1,980,841 | -97.3% | -$1.75亿 | 减仓 |
| IWM | ISHARESTR | $486.06万 | 0.07% | 19,599 | -8,102 | -29.2% | -$200.93万 | 减仓 |
| CEG | CONSTELLATIONENERGYCORP | $461.35万 | 0.07% | 16,521 | 31 | 0.2% | $8,657 | 加仓 |