CLIFFORD SWAN INVESTMENT COUNSEL LLC
PASADENA CA · SEC CIK 0001034642
$31.17亿2026Q2 申报市值
340持仓数
30.4%前十大占比 · 第一大 5.9%
21 / 14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
VRSK 加仓+$761.89万
HONA 新建仓+$569.46万
BKNG 加仓+$554.88万
INTU 加仓+$484.62万
ACN 加仓+$386.88万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$1,874.44万
INTC 减仓-$659.44万
AAPL 减仓-$589.86万
HON 减仓-$571.89万
HPE 减仓-$536.20万
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 |
|---|---|---|---|---|---|---|---|---|
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,036 | -100.0% | -$64.60万 | 清仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -11,345 | -100.0% | -$55.47万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -9,260 | -100.0% | -$52.65万 | 清仓 |
| DBND | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -8,600 | -100.0% | -$39.40万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,298 | -100.0% | -$28.04万 | 清仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,050 | -100.0% | -$26.38万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,543 | -100.0% | -$25.64万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,168 | -100.0% | -$25.30万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,507 | -100.0% | -$22.59万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -2,933 | -100.0% | -$22.14万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -3,835 | -100.0% | -$21.77万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,725 | -100.0% | -$21.28万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,989 | -100.0% | -$21.28万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,034 | -100.0% | -$20.39万 | 清仓 |
| — | BRIDGER AEROSPACE GRP HLDGS | $2.98万 | 0.00% | 15,532 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $12.74万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $13.80万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $14.93万 | 0.00% | 18,952 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $18.49万 | 0.01% | 13,306 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INVESTMENT GRA | $19.58万 | 0.01% | 16,151 | -11,200 | -40.9% | -$13.57万 | 减仓 |
| PCB | PCB BANCORP | $20.13万 | 0.01% | 7,097 | 7,097 | — | $20.13万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.14万 | 0.01% | 818 | 818 | — | $20.14万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.65万 | 0.01% | 2,862 | -6 | -0.2% | -$433 | 减仓 |
| YUM | YUM BRANDS INC | $21.33万 | 0.01% | 1,335 | -177 | -11.7% | -$2.83万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.34万 | 0.01% | 954 | 954 | — | $21.34万 | 新建仓 |
| GMF | SPDR INDEX SHS FDS | $21.43万 | 0.01% | 1,365 | 1,365 | — | $21.43万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.49万 | 0.01% | 4,008 | 4,008 | — | $21.49万 | 新建仓 |
| FELE | FRANKLIN ELEC INC | $21.64万 | 0.01% | 2,019 | 2,019 | — | $21.64万 | 新建仓 |
| EXC | EXELON CORP | $21.80万 | 0.01% | 4,676 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.82万 | 0.01% | 6,556 | -859 | -11.6% | -$2.86万 | 减仓 |
| XEL | XCEL ENERGY INC | $21.83万 | 0.01% | 2,718 | -78 | -2.8% | -$6,263 | 减仓 |
| MDT | MEDTRONIC PLC | $21.91万 | 0.01% | 2,801 | -25 | -0.9% | -$1,956 | 减仓 |
| IXC | ISHARES TR | $22.11万 | 0.01% | 4,500 | -165 | -3.5% | -$8,106 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.19万 | 0.01% | 1,527 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $22.26万 | 0.01% | 918 | 918 | — | $22.26万 | 新建仓 |
| LIT | GLOBAL X FDS | $22.39万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.50万 | 0.01% | 1,812 | 1,812 | — | $22.50万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.62万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $23.10万 | 0.01% | 400 | 400 | — | $23.10万 | 新建仓 |
| CI | THE CIGNA GROUP | $23.38万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| BIL | SPDR SERIES TRUST | $23.48万 | 0.01% | 2,562 | -1,686 | -39.7% | -$15.45万 | 减仓 |
| ICLR | ICON PUB LTD CO | $23.62万 | 0.01% | 1,360 | 0 | 0.0% | — | 重新持有 |
| FTNT | FORTINET INC | $24.04万 | 0.01% | 1,565 | 1,565 | — | $24.04万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $24.35万 | 0.01% | 5,430 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $24.38万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $26.18万 | 0.01% | 578 | -292 | -33.6% | -$13.23万 | 减仓 |
| ET | ENERGY TRANSFER L P | $26.23万 | 0.01% | 13,720 | 457 | 3.4% | $8,738 | 加仓 |
| RSG | REPUBLIC SVCS INC | $26.55万 | 0.01% | 1,246 | -11 | -0.9% | -$2,344 | 减仓 |
| GM | GENERAL MTRS CO | $26.74万 | 0.01% | 3,469 | -20 | -0.6% | -$1,542 | 减仓 |
| KD | KYNDRYL HLDGS INC | $26.81万 | 0.01% | 23,704 | -2 | -0.0% | -$23 | 减仓 |
| PPG | PPG INDS INC | $27.07万 | 0.01% | 2,232 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.12万 | 0.01% | 541 | 62 | 12.9% | $3.11万 | 加仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $27.26万 | 0.01% | 29,500 | 0 | 0.0% | — | 不变 |
| — | AMERICAN CENTY ETF TR | $27.65万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.66万 | 0.01% | 5,614 | 15 | 0.3% | $739 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $27.93万 | 0.01% | 819 | 819 | — | $27.93万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $28.06万 | 0.01% | 300 | 300 | — | $28.06万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $28.08万 | 0.01% | 1,182 | -5 | -0.4% | -$1,188 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $28.12万 | 0.01% | 10,151 | -952 | -8.6% | -$2.64万 | 减仓 |
| WM | WASTE MGMT INC DEL | $28.17万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.21万 | 0.01% | 3,414 | -90 | -2.6% | -$7,436 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $28.43万 | 0.01% | 6,023 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $28.45万 | 0.01% | 685 | -5 | -0.7% | -$2,076 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.19万 | 0.01% | 1,847 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $29.34万 | 0.01% | 7,958 | -1,522 | -16.1% | -$5.61万 | 减仓 |
| MUB | ISHARES TR | $29.50万 | 0.01% | 2,741 | 194 | 7.6% | $2.09万 | 加仓 |
| CVS | CVS HEALTH CORP | $29.59万 | 0.01% | 2,861 | 2 | 0.1% | $207 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.64万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $29.82万 | 0.01% | 795 | 53 | 7.1% | $1.99万 | 加仓 |
| RIO | RIO TINTO PLC | $29.90万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $30.29万 | 0.01% | 7,675 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $30.30万 | 0.01% | 1,839 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $30.65万 | 0.01% | 795 | -5 | -0.6% | -$1,927 | 减仓 |
| ES | EVERSOURCE ENERGY | $30.71万 | 0.01% | 4,250 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $30.71万 | 0.01% | 1,531 | -890 | -36.8% | -$17.86万 | 减仓 |
| AEE | AMEREN CORP | $31.09万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $31.14万 | 0.01% | 3,681 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $31.45万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $31.50万 | 0.01% | 792 | -6 | -0.8% | -$2,386 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $31.53万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $31.78万 | 0.01% | 4,297 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.42万 | 0.01% | 6,104 | 1,062 | 21.1% | $5.64万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $32.45万 | 0.01% | 4,003 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $33.42万 | 0.01% | 651 | -288 | -30.7% | -$14.78万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $33.42万 | 0.01% | 914 | 4 | 0.4% | $1,463 | 加仓 |
| IXN | ISHARES TR | $33.55万 | 0.01% | 2,322 | -53 | -2.2% | -$7,657 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $33.80万 | 0.01% | 15,183 | 400 | 2.7% | $8,904 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.94万 | 0.01% | 4,142 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $34.30万 | 0.01% | 25,939 | -3,150 | -10.8% | -$4.17万 | 减仓 |
| CME | CME GROUP INC | $34.69万 | 0.01% | 1,571 | -49 | -3.0% | -$1.08万 | 减仓 |
| CTAS | CINTAS CORP | $35.21万 | 0.01% | 2,070 | -24 | -1.1% | -$4,082 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $35.21万 | 0.01% | 1,212 | -90 | -6.9% | -$2.61万 | 减仓 |
| USB | US BANCORP | $35.47万 | 0.01% | 5,872 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $35.57万 | 0.01% | 5,236 | 0 | 0.0% | — | 不变 |
| MINT | PIMCO ETF TR | $35.64万 | 0.01% | 3,535 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $36.15万 | 0.01% | 27,934 | -6,000 | -17.7% | -$7.76万 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $36.16万 | 0.01% | 17,495 | -1,719 | -8.9% | -$3.55万 | 减仓 |
| AME | AMETEK INC | $36.17万 | 0.01% | 1,495 | -5 | -0.3% | -$1,210 | 减仓 |
| EIX | EDISON INTL | $36.41万 | 0.01% | 4,890 | -500 | -9.3% | -$3.72万 | 减仓 |
| DVY | ISHARES TR | $36.47万 | 0.01% | 2,333 | 0 | 0.0% | — | 不变 |