CLIFFORD SWAN INVESTMENT COUNSEL LLC
PASADENA CA · SEC CIK 0001034642
$29.38亿2026Q1 申报市值
332持仓数
30.4%前十大占比 · 第一大 5.7%
15 / 7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
ZTS 加仓+$939.34万
INTU 加仓+$593.18万
OTIS 加仓+$378.11万
SPY 加仓+$323.28万
MDLZ 加仓+$295.92万
2026Q1 卖出最多 按季末市值估算
GOOG 减仓-$632.96万
GOOGL 减仓-$621.73万
AAPL 减仓-$508.44万
RTX 减仓-$340.04万
AOA 清仓-$255.27万
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 |
|---|---|---|---|---|---|---|---|---|
| SPGI | S&P GLOBAL INC | $253.03万 | 0.09% | 5,949 | -3 | -0.1% | -$1,276 | 减仓 |
| CATH | GLOBAL X FDS | $271.23万 | 0.09% | 34,706 | -170 | -0.5% | -$1.33万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $279.42万 | 0.10% | 14,305 | -155 | -1.1% | -$3.03万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $282.29万 | 0.10% | 35,612 | -5,400 | -13.2% | -$42.81万 | 减仓 |
| ETN | EATON CORP PLC | $286.67万 | 0.10% | 8,015 | 45 | 0.6% | $1.61万 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $300.63万 | 0.10% | 140,877 | -4,600 | -3.2% | -$9.82万 | 减仓 |
| WY | WEYERHAEUSER CO | $300.78万 | 0.10% | 123,120 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $302.89万 | 0.10% | 7,268 | -3,699 | -33.7% | -$154.15万 | 减仓 |
| POST | POST HLDGS INC | $312.26万 | 0.11% | 31,586 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $314.22万 | 0.11% | 3,416 | -60 | -1.7% | -$5.52万 | 减仓 |
| PSX | PHILLIPS 66 | $314.30万 | 0.11% | 17,252 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $323.83万 | 0.11% | 19,150 | 100 | 0.5% | $1.69万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $326.38万 | 0.11% | 35,140 | -425 | -1.2% | -$3.95万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $333.34万 | 0.11% | 203,006 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $335.49万 | 0.11% | 90,137 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $339.66万 | 0.12% | 6,030 | -20 | -0.3% | -$1.13万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $353.39万 | 0.12% | 16,540 | -137 | -0.8% | -$2.93万 | 减仓 |
| OKE | ONEOK INC NEW | $360.22万 | 0.12% | 39,852 | -1,391 | -3.4% | -$12.57万 | 减仓 |
| IYW | ISHARES TR | $363.44万 | 0.12% | 20,033 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $397.09万 | 0.14% | 6,079 | -125 | -2.0% | -$8.17万 | 减仓 |
| TPR | TAPESTRY INC | $409.80万 | 0.14% | 29,041 | -2,346 | -7.5% | -$33.10万 | 减仓 |
| NEU | NEWMARKET CORP | $448.67万 | 0.15% | 7,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $451.43万 | 0.15% | 12,143 | -111 | -0.9% | -$4.13万 | 减仓 |
| TGT | TARGET CORP | $454.01万 | 0.15% | 37,459 | -992 | -2.6% | -$12.02万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $462.12万 | 0.16% | 6,349 | -135 | -2.1% | -$9.83万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $470.63万 | 0.16% | 14,670 | 869 | 6.3% | $27.88万 | 加仓 |
| MO | ALTRIA GROUP INC | $479.60万 | 0.16% | 72,677 | -85 | -0.1% | -$5,609 | 减仓 |
| TJX | TJX COS INC NEW | $485.07万 | 0.17% | 30,374 | 147 | 0.5% | $2.35万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $493.15万 | 0.17% | 87,578 | -583 | -0.7% | -$3.28万 | 减仓 |
| GEV | GE VERNOVA INC | $501.87万 | 0.17% | 5,749 | -170 | -2.9% | -$14.84万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $517.72万 | 0.18% | 79,649 | -10,798 | -11.9% | -$70.19万 | 减仓 |
| T | AT&T INC | $517.95万 | 0.18% | 178,665 | -1,300 | -0.7% | -$3.77万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $556.69万 | 0.19% | 110,895 | -19,745 | -15.1% | -$99.12万 | 减仓 |
| MMM | 3M CO | $597.46万 | 0.20% | 41,139 | 640 | 1.6% | $9.29万 | 加仓 |
| TXN | TEXAS INSTRS INC | $662.03万 | 0.23% | 34,101 | -696 | -2.0% | -$13.51万 | 减仓 |
| J | JACOBS SOLUTIONS INC | $680.94万 | 0.23% | 53,499 | -295 | -0.5% | -$3.75万 | 减仓 |
| ALLE | ALLEGION PLC | $688.37万 | 0.23% | 47,379 | 70 | 0.1% | $1.02万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $701.37万 | 0.24% | 90,992 | 49,054 | 117.0% | $378.11万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $702.07万 | 0.24% | 25,918 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $705.02万 | 0.24% | 61,386 | -481 | -0.8% | -$5.52万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $717.65万 | 0.24% | 11,874 | -297 | -2.4% | -$17.95万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $753.41万 | 0.26% | 166,573 | -3,346 | -2.0% | -$15.13万 | 减仓 |
| BP | BP PLC | $758.58万 | 0.26% | 161,400 | -6,150 | -3.7% | -$28.91万 | 减仓 |
| GE | GE AEROSPACE | $783.18万 | 0.27% | 27,599 | -1,008 | -3.5% | -$28.60万 | 减仓 |
| BA | BOEING CO | $789.46万 | 0.27% | 39,665 | -190 | -0.5% | -$3.78万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $800.53万 | 0.27% | 33,026 | -168 | -0.5% | -$4.07万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $820.30万 | 0.28% | 31,515 | -152 | -0.5% | -$3.96万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $837.66万 | 0.29% | 70,611 | -1,774 | -2.5% | -$21.04万 | 减仓 |
| AVGO | BROADCOM INC | $841.52万 | 0.29% | 27,189 | 998 | 3.8% | $30.89万 | 加仓 |
| AON | AON PLC | $873.96万 | 0.30% | 27,076 | 2,785 | 11.5% | $89.89万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $880.54万 | 0.30% | 66,256 | 2 | 0.0% | $266 | 加仓 |
| NKE | NIKE INC | $901.39万 | 0.31% | 170,653 | -3,369 | -1.9% | -$17.80万 | 减仓 |
| KO | COCA COLA CO | $902.42万 | 0.31% | 118,662 | 884 | 0.8% | $6.72万 | 加仓 |
| MRK | MERCK & CO INC | $915.65万 | 0.31% | 76,120 | 400 | 0.5% | $4.81万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $926.69万 | 0.32% | 202,334 | -6,209 | -3.0% | -$28.44万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $929.77万 | 0.32% | 80,583 | -20,561 | -20.3% | -$237.23万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $943.94万 | 0.32% | 130,109 | -9,309 | -6.7% | -$67.54万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $950.80万 | 0.32% | 46,796 | 673 | 1.5% | $13.67万 | 加仓 |
| CMI | CUMMINS INC | $992.27万 | 0.34% | 18,443 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $1,030.43万 | 0.35% | 17,244 | -200 | -1.1% | -$11.95万 | 减仓 |
| IJR | ISHARES TR | $1,064.28万 | 0.36% | 85,615 | -2,373 | -2.7% | -$29.50万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 0.37% | 15 | -1 | -6.2% | -$71.81万 | 减仓 |
| NVS | NOVARTIS AG | $1,108.22万 | 0.38% | 72,551 | -998 | -1.4% | -$15.24万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,119.40万 | 0.38% | 13,232 | -1,461 | -9.9% | -$123.60万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $1,130.84万 | 0.38% | 78,952 | -880 | -1.1% | -$12.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,133.54万 | 0.39% | 64,997 | -4,506 | -6.5% | -$78.58万 | 减仓 |
| — | HONEYWELL INTL INC | $1,154.56万 | 0.39% | 51,080 | -1,000 | -1.9% | -$22.60万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,182.35万 | 0.40% | 89,572 | 255 | 0.3% | $3.37万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,185.51万 | 0.40% | 139,095 | -1,837 | -1.3% | -$15.66万 | 减仓 |
| NVO | NOVO-NORDISK A S | $1,193.42万 | 0.41% | 324,741 | 5,680 | 1.8% | $20.87万 | 加仓 |
| DIS | DISNEY WALT CO | $1,256.44万 | 0.43% | 130,364 | -3,962 | -2.9% | -$38.19万 | 减仓 |
| HD | HOME DEPOT INC | $1,269.25万 | 0.43% | 38,592 | -43 | -0.1% | -$1.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,282.75万 | 0.44% | 18,802 | -500 | -2.6% | -$34.11万 | 减仓 |
| AMGN | AMGEN INC | $1,308.50万 | 0.45% | 37,189 | -1,013 | -2.7% | -$35.64万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,312.45万 | 0.45% | 146,495 | -15,229 | -9.4% | -$136.44万 | 减仓 |
| KMX | CARMAX INC | $1,347.54万 | 0.46% | 324,084 | 23,486 | 7.8% | $97.65万 | 加仓 |
| PFE | PFIZER INC | $1,373.94万 | 0.47% | 489,295 | 3,745 | 0.8% | $10.52万 | 加仓 |
| HPQ | HP INC | $1,374.68万 | 0.47% | 715,605 | -500 | -0.1% | -$9,605 | 减仓 |
| EBAY | EBAY INC. | $1,385.64万 | 0.47% | 152,235 | -11,440 | -7.0% | -$104.13万 | 减仓 |
| CPAY | CORPAY INC | $1,401.35万 | 0.48% | 48,158 | 2,604 | 5.7% | $75.77万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,413.74万 | 0.48% | 593,758 | -10,000 | -1.7% | -$23.81万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,453.56万 | 0.49% | 291,821 | -11,332 | -3.7% | -$56.44万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $1,564.81万 | 0.53% | 94,642 | -5,470 | -5.5% | -$90.44万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,585.77万 | 0.54% | 24,384 | 4,971 | 25.6% | $323.28万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,635.99万 | 0.56% | 143,533 | -337 | -0.2% | -$3.84万 | 减仓 |
| UNP | UNION PAC CORP | $1,676.32万 | 0.57% | 69,093 | 2,489 | 3.7% | $60.39万 | 加仓 |
| ZTS | ZOETIS INC | $1,751.30万 | 0.60% | 148,151 | 79,463 | 115.7% | $939.34万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,752.61万 | 0.60% | 75,136 | -216 | -0.3% | -$5.04万 | 减仓 |
| INTC | INTEL CORP | $1,758.67万 | 0.60% | 398,521 | -35,594 | -8.2% | -$157.08万 | 减仓 |
| META | META PLATFORMS INC | $1,789.88万 | 0.61% | 31,284 | -2,025 | -6.1% | -$115.86万 | 减仓 |
| WMT | WALMART INC | $1,807.70万 | 0.62% | 145,454 | -7,093 | -4.6% | -$88.15万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,828.39万 | 0.62% | 301,465 | -8,028 | -2.6% | -$48.69万 | 减仓 |
| SYY | SYSCO CORP | $1,949.02万 | 0.66% | 273,240 | -474 | -0.2% | -$3.38万 | 减仓 |
| QCOM | QUALCOMM INC | $1,991.84万 | 0.68% | 154,670 | -9,370 | -5.7% | -$120.67万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $1,992.45万 | 0.68% | 345,672 | 51,339 | 17.4% | $295.92万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $2,005.62万 | 0.68% | 250,452 | -1,103 | -0.4% | -$8.83万 | 减仓 |
| ALB | ALBEMARLE CORP | $2,053.19万 | 0.70% | 114,365 | -2,900 | -2.5% | -$52.06万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2,066.73万 | 0.70% | 201,299 | -3,326 | -1.6% | -$34.15万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,100.92万 | 0.72% | 145,453 | -2,178 | -1.5% | -$31.46万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,218.05万 | 0.75% | 5,268 | 559 | 11.9% | $235.36万 | 加仓 |