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 |
|---|---|---|---|---|---|---|---|---|
| AKAM | AKAMAI TECHNOLOGIES INC | $705.02万 | 0.24% | 61,386 | -481 | -0.8% | -$5.52万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $702.07万 | 0.24% | 25,918 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $701.37万 | 0.24% | 90,992 | 49,054 | 117.0% | $378.11万 | 加仓 |
| ALLE | ALLEGION PLC | $688.37万 | 0.23% | 47,379 | 70 | 0.1% | $1.02万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $680.94万 | 0.23% | 53,499 | -295 | -0.5% | -$3.75万 | 减仓 |
| TXN | TEXAS INSTRS INC | $662.03万 | 0.23% | 34,101 | -696 | -2.0% | -$13.51万 | 减仓 |
| MMM | 3M CO | $597.46万 | 0.20% | 41,139 | 640 | 1.6% | $9.29万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $556.69万 | 0.19% | 110,895 | -19,745 | -15.1% | -$99.12万 | 减仓 |
| T | AT&T INC | $517.95万 | 0.18% | 178,665 | -1,300 | -0.7% | -$3.77万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $517.72万 | 0.18% | 79,649 | -10,798 | -11.9% | -$70.19万 | 减仓 |
| GEV | GE VERNOVA INC | $501.87万 | 0.17% | 5,749 | -170 | -2.9% | -$14.84万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $493.15万 | 0.17% | 87,578 | -583 | -0.7% | -$3.28万 | 减仓 |
| TJX | TJX COS INC NEW | $485.07万 | 0.17% | 30,374 | 147 | 0.5% | $2.35万 | 加仓 |
| MO | ALTRIA GROUP INC | $479.60万 | 0.16% | 72,677 | -85 | -0.1% | -$5,609 | 减仓 |
| VTI | VANGUARD INDEX FDS | $470.63万 | 0.16% | 14,670 | 869 | 6.3% | $27.88万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $462.12万 | 0.16% | 6,349 | -135 | -2.1% | -$9.83万 | 减仓 |
| TGT | TARGET CORP | $454.01万 | 0.15% | 37,459 | -992 | -2.6% | -$12.02万 | 减仓 |
| TSLA | TESLA INC | $451.43万 | 0.15% | 12,143 | -111 | -0.9% | -$4.13万 | 减仓 |
| NEU | NEWMARKET CORP | $448.67万 | 0.15% | 7,000 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $409.80万 | 0.14% | 29,041 | -2,346 | -7.5% | -$33.10万 | 减仓 |
| IVV | ISHARES TR | $397.09万 | 0.14% | 6,079 | -125 | -2.0% | -$8.17万 | 减仓 |
| IYW | ISHARES TR | $363.44万 | 0.12% | 20,033 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $360.22万 | 0.12% | 39,852 | -1,391 | -3.4% | -$12.57万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $353.39万 | 0.12% | 16,540 | -137 | -0.8% | -$2.93万 | 减仓 |
| DE | DEERE & CO | $339.66万 | 0.12% | 6,030 | -20 | -0.3% | -$1.13万 | 减仓 |
| GIS | GENERAL MILLS INC | $335.49万 | 0.11% | 90,137 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $333.34万 | 0.11% | 203,006 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $326.38万 | 0.11% | 35,140 | -425 | -1.2% | -$3.95万 | 减仓 |
| NUE | NUCOR CORP | $323.83万 | 0.11% | 19,150 | 100 | 0.5% | $1.69万 | 加仓 |
| PSX | PHILLIPS 66 | $314.30万 | 0.11% | 17,252 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $314.22万 | 0.11% | 3,416 | -60 | -1.7% | -$5.52万 | 减仓 |
| POST | POST HLDGS INC | $312.26万 | 0.11% | 31,586 | 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 |
| WY | WEYERHAEUSER CO | $300.78万 | 0.10% | 123,120 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $300.63万 | 0.10% | 140,877 | -4,600 | -3.2% | -$9.82万 | 减仓 |
| ETN | EATON CORP PLC | $286.67万 | 0.10% | 8,015 | 45 | 0.6% | $1.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $282.29万 | 0.10% | 35,612 | -5,400 | -13.2% | -$42.81万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $279.42万 | 0.10% | 14,305 | -155 | -1.1% | -$3.03万 | 减仓 |
| CATH | GLOBAL X FDS | $271.23万 | 0.09% | 34,706 | -170 | -0.5% | -$1.33万 | 减仓 |
| SPGI | S&P GLOBAL INC | $253.03万 | 0.09% | 5,949 | -3 | -0.1% | -$1,276 | 减仓 |
| GDX | VANECK ETF TRUST | $249.33万 | 0.08% | 27,169 | -6,980 | -20.4% | -$64.06万 | 减仓 |
| EEM | ISHARES TR | $233.41万 | 0.08% | 41,100 | 1,300 | 3.3% | $7.38万 | 加仓 |
| VGT | VANGUARD WORLD FD | $231.71万 | 0.08% | 3,321 | -7 | -0.2% | -$4,884 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $227.55万 | 0.08% | 35,510 | -2,949 | -7.7% | -$18.90万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $226.98万 | 0.08% | 20,055 | 0 | 0.0% | — | 不变 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $221.98万 | 0.08% | 62,635 | -400 | -0.6% | -$1.42万 | 减仓 |
| IJH | ISHARES TR | $218.11万 | 0.07% | 32,298 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $200.45万 | 0.07% | 7,535 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $188.98万 | 0.06% | 5,592 | 313 | 5.9% | $10.58万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $185.34万 | 0.06% | 6,458 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $184.49万 | 0.06% | 37,843 | -7,302 | -16.2% | -$35.60万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $180.27万 | 0.06% | 19,182 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $166.03万 | 0.06% | 11,913 | -2,780 | -18.9% | -$38.74万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $165.48万 | 0.06% | 6,838 | -100 | -1.4% | -$2.42万 | 减仓 |
| DOW | DOW HLDGS INC | $160.92万 | 0.05% | 38,636 | -2,600 | -6.3% | -$10.83万 | 减仓 |
| IGM | ISHARES TR | $159.99万 | 0.05% | 13,500 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $152.58万 | 0.05% | 37,169 | 2,314 | 6.6% | $9.50万 | 加仓 |
| VB | VANGUARD INDEX FDS | $147.38万 | 0.05% | 5,627 | -402 | -6.7% | -$10.53万 | 减仓 |
| HDV | ISHARES TR | $142.82万 | 0.05% | 10,523 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $138.94万 | 0.05% | 34,332 | -1,300 | -3.6% | -$5.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $132.62万 | 0.05% | 6,519 | -88 | -1.3% | -$1.79万 | 减仓 |
| SRE | SEMPRA | $131.41万 | 0.04% | 13,524 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $130.34万 | 0.04% | 9,151 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $128.49万 | 0.04% | 4,251 | -425 | -9.1% | -$12.85万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $126.91万 | 0.04% | 100,963 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $125.04万 | 0.04% | 7,209 | -16 | -0.2% | -$2,775 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $124.55万 | 0.04% | 6,490 | -1,624 | -20.0% | -$31.17万 | 减仓 |
| GWW | WW GRAINGER INC | $122.50万 | 0.04% | 1,123 | -150 | -11.8% | -$16.36万 | 减仓 |
| SLV | ISHARES SILVER TR | $121.84万 | 0.04% | 17,881 | -21,047 | -54.1% | -$143.41万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $115.33万 | 0.04% | 1,870 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $111.78万 | 0.04% | 1,937 | -285 | -12.8% | -$16.45万 | 减仓 |
| CLX | CLOROX CO DEL | $107.84万 | 0.04% | 10,406 | -45 | -0.4% | -$4,663 | 减仓 |
| SHEL | SHELL PLC | $105.42万 | 0.04% | 11,336 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $104.73万 | 0.04% | 10,851 | -3,890 | -26.4% | -$37.55万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $97.49万 | 0.03% | 12,801 | -294 | -2.2% | -$2.24万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $97.26万 | 0.03% | 61,873 | -1,374 | -2.2% | -$2.16万 | 减仓 |
| PAYX | PAYCHEX INC | $88.79万 | 0.03% | 9,639 | 2,469 | 34.4% | $22.74万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $87.45万 | 0.03% | 7,554 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $86.76万 | 0.03% | 5,518 | 11 | 0.2% | $1,730 | 加仓 |
| CVBF | CVB FINL CORP | $85.90万 | 0.03% | 44,300 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $78.68万 | 0.03% | 10,400 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $76.31万 | 0.03% | 8,427 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $75.32万 | 0.03% | 12,311 | -1,575 | -11.3% | -$9.64万 | 减仓 |
| NFLX | NETFLIX INC. | $74.06万 | 0.03% | 7,703 | 171 | 2.3% | $1.64万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.75万 | 0.03% | 25,318 | 46 | 0.2% | $1,340 | 加仓 |
| APA | APA CORPORATION | $71.85万 | 0.02% | 16,930 | 2,510 | 17.4% | $10.65万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $71.84万 | 0.02% | 18,487 | -35 | -0.2% | -$1,360 | 减仓 |
| EFA | ISHARES TR | $71.54万 | 0.02% | 7,365 | -104 | -1.4% | -$1.01万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $67.09万 | 0.02% | 6,955 | -238 | -3.3% | -$2.30万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $67.02万 | 0.02% | 7,556 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $65.25万 | 0.02% | 3,147 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $64.60万 | 0.02% | 11,036 | 52 | 0.5% | $3,044 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $62.57万 | 0.02% | 16,654 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $62.43万 | 0.02% | 16,498 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $62.38万 | 0.02% | 3,060 | -171 | -5.3% | -$3.49万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $61.08万 | 0.02% | 11,301 | 200 | 1.8% | $1.08万 | 加仓 |
| IR | INGERSOLL RAND INC | $60.89万 | 0.02% | 7,600 | -3,176 | -29.5% | -$25.45万 | 减仓 |
| RS | RELIANCE INC | $60.78万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $60.40万 | 0.02% | 2,789 | -10 | -0.4% | -$2,166 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $58.39万 | 0.02% | 7,775 | 0 | 0.0% | — | 不变 |