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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $36.58万 | 0.01% | 1,612 | -61 | -3.6% | -$1.38万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.76万 | 0.01% | 1,234 | 1,234 | — | $36.76万 | 新建仓 |
| WMB | WILLIAMS COS INC | $37.21万 | 0.01% | 5,006 | 292 | 6.2% | $2.17万 | 加仓 |
| IYH | ISHARES TR | $37.84万 | 0.01% | 5,647 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $37.98万 | 0.01% | 4,412 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $38.12万 | 0.01% | 1,749 | 1,749 | — | $38.12万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $38.98万 | 0.01% | 14,621 | -397 | -2.6% | -$1.06万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.67万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $39.71万 | 0.01% | 5,097 | 5,097 | — | $39.71万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $39.76万 | 0.01% | 8,700 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $40.02万 | 0.01% | 7,383 | 206 | 2.9% | $1.12万 | 加仓 |
| VO | VANGUARD INDEX FDS | $40.12万 | 0.01% | 4,979 | 11 | 0.2% | $886 | 加仓 |
| PCAR | PACCAR INC | $40.16万 | 0.01% | 3,343 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $40.19万 | 0.01% | 202 | 1 | 0.5% | $1,989 | 加仓 |
| VLO | VALERO ENERGY CORP | $40.37万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $40.44万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $40.51万 | 0.01% | 1,400 | 1,400 | — | $40.51万 | 新建仓 |
| SPSM | SPDR SERIES TRUST | $40.51万 | 0.01% | 7,025 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $40.73万 | 0.01% | 6,775 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $40.81万 | 0.01% | 4,252 | -3 | -0.1% | -$288 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.40万 | 0.01% | 1,667 | 88 | 5.6% | $2.19万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.44万 | 0.01% | 3,274 | -4 | -0.1% | -$506 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $41.62万 | 0.01% | 9,180 | 148 | 1.6% | $6,710 | 加仓 |
| CMCSA | COMCAST CORP NEW | $42.79万 | 0.01% | 17,429 | -333 | -1.9% | -$8,175 | 减仓 |
| MKC | MCCORMICK & CO INC | $45.38万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $46.09万 | 0.01% | 19,515 | -86 | -0.4% | -$2,031 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.14万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.63万 | 0.01% | 611 | -21 | -3.3% | -$1.60万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.35万 | 0.02% | 2,001 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $47.41万 | 0.02% | 4,019 | 19 | 0.5% | $2,241 | 加仓 |
| IEFA | ISHARES TR | $48.02万 | 0.02% | 4,972 | 2,226 | 81.1% | $21.50万 | 加仓 |
| KLAC | KLA CORP | $48.58万 | 0.02% | 1,610 | -20 | -1.2% | -$6,034 | 减仓 |
| FDX | FEDEX CORP | $48.97万 | 0.02% | 1,564 | -51 | -3.2% | -$1.60万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.13万 | 0.02% | 14,518 | -10,800 | -42.7% | -$36.55万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $49.33万 | 0.02% | 13,390 | -135 | -1.0% | -$4,973 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $51.62万 | 0.02% | 6,730 | 3,948 | 141.9% | $30.28万 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $51.77万 | 0.02% | 58,493 | -42,470 | -42.1% | -$37.59万 | 减仓 |
| NFLX | NETFLIX INC. | $52.04万 | 0.02% | 7,288 | -415 | -5.4% | -$2.96万 | 减仓 |
| LIN | LINDE PLC | $52.41万 | 0.02% | 1,010 | -10 | -1.0% | -$5,189 | 减仓 |
| URI | UNITED RENTALS INC | $54.27万 | 0.02% | 479 | -202 | -29.7% | -$22.88万 | 减仓 |
| APA | APA CORPORATION | $55.14万 | 0.02% | 16,930 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $57.08万 | 0.02% | 4,851 | -18 | -0.4% | -$2,118 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.36万 | 0.02% | 1,199 | -25 | -2.0% | -$1.24万 | 减仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $59.46万 | 0.02% | 3,500 | 3,500 | — | $59.46万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.31万 | 0.02% | 625 | -22 | -3.4% | -$2.12万 | 减仓 |
| IJJ | ISHARES TR | $61.15万 | 0.02% | 4,139 | -224 | -5.1% | -$3.31万 | 减仓 |
| MFC | MANULIFE FINL CORP | $61.79万 | 0.02% | 15,252 | -802 | -5.0% | -$3.25万 | 减仓 |
| IR | INGERSOLL RAND INC | $62.15万 | 0.02% | 7,580 | -20 | -0.3% | -$1,640 | 减仓 |
| — | ELECTRONIC ARTS INC | $62.74万 | 0.02% | 3,060 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $62.89万 | 0.02% | 1,697 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $62.91万 | 0.02% | 2,094 | 6 | 0.3% | $1,803 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $63.79万 | 0.02% | 17,354 | 856 | 5.2% | $3.15万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $63.91万 | 0.02% | 2,784 | -5 | -0.2% | -$1,148 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $65.12万 | 0.02% | 7,775 | 0 | 0.0% | — | 不变 |
| DIA | STATE STR SPDR DOW JONES IND | $67.19万 | 0.02% | 1,286 | 284 | 28.3% | $14.84万 | 加仓 |
| GLW | CORNING INC | $69.76万 | 0.02% | 2,731 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $71.32万 | 0.02% | 13,338 | -4,543 | -25.4% | -$24.29万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $73.83万 | 0.02% | 7,656 | 100 | 1.3% | $9,643 | 加仓 |
| CAG | CONAGRA BRANDS INC | $74.30万 | 0.02% | 55,203 | -6,670 | -10.8% | -$8.98万 | 减仓 |
| RS | RELIANCE INC | $74.72万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $74.88万 | 0.02% | 3,147 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $75.83万 | 0.02% | 6,908 | -47 | -0.7% | -$5,159 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $76.19万 | 0.02% | 17,175 | -1,312 | -7.1% | -$5.82万 | 减仓 |
| O | REALTY INCOME CORP | $76.28万 | 0.02% | 12,311 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $76.51万 | 0.02% | 7,365 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $78.71万 | 0.03% | 10,400 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $79.24万 | 0.03% | 5,120 | -55 | -1.1% | -$8,512 | 减仓 |
| BDX | BECTON DICKINSON & CO | $81.81万 | 0.03% | 5,406 | -112 | -2.0% | -$1.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $81.99万 | 0.03% | 1,134 | -50 | -4.2% | -$3.62万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $86.28万 | 0.03% | 16,779 | 125 | 0.8% | $6,427 | 加仓 |
| SHEL | SHELL PLC | $87.20万 | 0.03% | 11,246 | -90 | -0.8% | -$6,979 | 减仓 |
| ITB | ISHARES TR | $87.52万 | 0.03% | 8,377 | -50 | -0.6% | -$5,224 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $88.21万 | 0.03% | 7,554 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $89.25万 | 0.03% | 9,351 | -1,055 | -10.1% | -$10.07万 | 减仓 |
| SO | SOUTHERN CO | $95.45万 | 0.03% | 9,973 | -878 | -8.1% | -$8.40万 | 减仓 |
| CVBF | CVB FINL CORP | $99.90万 | 0.03% | 44,300 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $103.10万 | 0.03% | 37,681 | -955 | -2.5% | -$2.61万 | 减仓 |
| SRE | SEMPRA | $109.43万 | 0.04% | 11,804 | -1,720 | -12.7% | -$15.95万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $112.00万 | 0.04% | 12,641 | -160 | -1.2% | -$1.42万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $120.15万 | 0.04% | 7,209 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $121.54万 | 0.04% | 5,712 | -778 | -12.0% | -$16.55万 | 减仓 |
| EEM | ISHARES TR | $122.45万 | 0.04% | 17,900 | -23,200 | -56.4% | -$158.71万 | 减仓 |
| V | VISA INC | $127.03万 | 0.04% | 3,703 | -548 | -12.9% | -$18.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $130.73万 | 0.04% | 1,133 | -65 | -5.4% | -$7.50万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $131.52万 | 0.04% | 1,870 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $133.03万 | 0.04% | 13,529 | 3,890 | 40.4% | $38.25万 | 加仓 |
| BN | BROOKFIELD CORP | $136.71万 | 0.04% | 32,100 | -2,232 | -6.5% | -$9.51万 | 减仓 |
| QQQ | INVESCO QQQ TR | $142.76万 | 0.05% | 1,939 | 2 | 0.1% | $1,473 | 加仓 |
| GILD | GILEAD SCIENCES INC | $143.48万 | 0.05% | 11,357 | -556 | -4.7% | -$7.02万 | 减仓 |
| HDV | ISHARES TR | $144.22万 | 0.05% | 52,615 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $149.29万 | 0.05% | 9,088 | -63 | -0.7% | -$1.03万 | 减仓 |
| GWW | WW GRAINGER INC | $152.64万 | 0.05% | 1,122 | -1 | -0.1% | -$1,360 | 减仓 |
| VB | VANGUARD INDEX FDS | $171.38万 | 0.05% | 5,654 | 27 | 0.5% | $8,184 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $175.53万 | 0.06% | 19,024 | -158 | -0.8% | -$1.46万 | 减仓 |
| CSX | CSX CORP | $176.66万 | 0.06% | 37,169 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $177.65万 | 0.06% | 23,546 | -3,623 | -13.3% | -$27.34万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $188.97万 | 0.06% | 62,635 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $197.49万 | 0.06% | 6,773 | -65 | -1.0% | -$1.90万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $202.63万 | 0.07% | 6,441 | -17 | -0.3% | -$5,348 | 减仓 |
| BAC | BANK OF AMER CORP | $203.66万 | 0.07% | 35,741 | -2,102 | -5.6% | -$11.98万 | 减仓 |