13F 机构持仓

CLIFFORD SWAN INVESTMENT COUNSEL LLC

PASADENA CA · SEC CIK 0001034642

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$31.17亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 5.9%
GOOGL 4.3%
MSFT 3.6%
UPS 3.3%
COST 2.9%
ANET 2.7%
BRK/B 2.6%
JPM 1.8%
JNJ 1.7%
CVX 1.6%

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 $00.00%0 -11,036-100.0% -$64.60万 清仓
FCAL FIRST TR EXCH TRADED FD III $00.00%0 -11,345-100.0% -$55.47万 清仓
CMF ISHARES TR $00.00%0 -9,260-100.0% -$52.65万 清仓
DBND DOUBLELINE ETF TRUST $00.00%0 -8,600-100.0% -$39.40万 清仓
TRMB TRIMBLE INC $00.00%0 -4,298-100.0% -$28.04万 清仓
PWZ INVESCO EXCH TRADED FD TR II $00.00%0 -11,050-100.0% -$26.38万 清仓
KR KROGER CO $00.00%0 -3,543-100.0% -$25.64万 清仓
ROST ROSS STORES INC $00.00%0 -1,168-100.0% -$25.30万 清仓
SIL GLOBAL X FDS $00.00%0 -2,507-100.0% -$22.59万 清仓
SGDM SPROTT ETF TRUST $00.00%0 -2,933-100.0% -$22.14万 清仓
ATMU ATMUS FILTRATION TECHNOLOGIE $00.00%0 -3,835-100.0% -$21.77万 清仓
PSLV SPROTT ASSET MANAGEMENT LP $00.00%0 -8,725-100.0% -$21.28万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -2,989-100.0% -$21.28万 清仓
AZN ASTRAZENECA PLC $00.00%0 -1,034-100.0% -$20.39万 清仓
— BRIDGER AEROSPACE GRP HLDGS $2.98万0.00%15,532 00.0% — 不变
TG TREDEGAR CORP $12.74万0.00%16,000 00.0% — 不变
— BRANCHOUT FOOD INC $13.80万0.00%30,000 00.0% — 不变
JPC NUVEEN PFD & INCOME OPPORTUN $14.93万0.00%18,952 00.0% — 不变
F FORD MTR CO $18.49万0.01%13,306 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 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 00.0% — 不变
DTE DTE ENERGY CO $24.38万0.01%1,600 00.0% — 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 4573.4% $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 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $27.12万0.01%541 6212.9% $3.11万 加仓
— FLAHERTY & CRUMRINE PFD INCO $27.26万0.01%29,500 00.0% — 不变
— AMERICAN CENTY ETF TR $27.65万0.01%5,500 00.0% — 不变
CGDV CAPITAL GROUP DIVIDEND VALUE $27.66万0.01%5,614 150.3% $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 00.0% — 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 00.0% — 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 00.0% — 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 1947.6% $2.09万 加仓
CVS CVS HEALTH CORP $29.59万0.01%2,861 20.1% $207 加仓
SDY SPDR SERIES TRUST $29.64万0.01%1,948 00.0% — 不变
WAT WATERS CORP $29.82万0.01%795 537.1% $1.99万 加仓
RIO RIO TINTO PLC $29.90万0.01%3,150 00.0% — 不变
TOTL SSGA ACTIVE ETF TR $30.29万0.01%7,675 00.0% — 不变
TOL TOLL BROTHERS INC $30.30万0.01%1,839 00.0% — 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 00.0% — 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 00.0% — 不变
MET METLIFE INC $31.14万0.01%3,681 00.0% — 不变
FCX FREEPORT MCMORAN INC $31.45万0.01%5,000 00.0% — 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 00.0% — 不变
MTX MINERALS TECHNOLOGIES INC $31.78万0.01%4,297 00.0% — 不变
XLE SELECT SECTOR SPDR TR $32.42万0.01%6,104 1,06221.1% $5.64万 加仓
RDVY FIRST TR EXCHANGE TRADED FD $32.45万0.01%4,003 00.0% — 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 40.4% $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 4002.7% $8,904 加仓
DFUS DIMENSIONAL ETF TRUST $33.94万0.01%4,142 00.0% — 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 00.0% — 不变
VMRK EQUITY RESIDENTIAL $35.57万0.01%5,236 00.0% — 不变
MINT PIMCO ETF TR $35.64万0.01%3,535 00.0% — 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 00.0% — 不变