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 |
|---|---|---|---|---|---|---|---|---|
| J | JACOBS SOLUTIONS INC | $671.00万 | 0.22% | 53,254 | -245 | -0.5% | -$3.09万 | 减仓 |
| NKE | NIKE INC | $666.53万 | 0.21% | 162,369 | -8,284 | -4.9% | -$34.01万 | 减仓 |
| ALLE | ALLEGION PLC | $665.63万 | 0.21% | 47,379 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $660.72万 | 0.21% | 55,894 | -5,492 | -8.9% | -$64.92万 | 减仓 |
| GEV | GE VERNOVA INC | $657.17万 | 0.21% | 5,594 | -155 | -2.7% | -$18.21万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $651.70万 | 0.21% | 150,926 | -15,647 | -9.4% | -$67.56万 | 减仓 |
| MMM | 3M CO | $651.47万 | 0.21% | 40,236 | -903 | -2.2% | -$14.62万 | 减仓 |
| LRCX | LAM RESEARCH CORP 看跌期权 | $637.00万 | 0.20% | 14,700 | 14,700 | — | $637.00万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $631.71万 | 0.20% | 86,123 | -1,455 | -1.7% | -$10.67万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $595.97万 | 0.19% | 11,698 | -176 | -1.5% | -$8.97万 | 减仓 |
| HON | HONEYWELL INTL INC | $571.80万 | 0.18% | 25,538 | -25,542 | -50.0% | -$571.89万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $569.46万 | 0.18% | 25,758 | 25,758 | — | $569.46万 | 新建仓 |
| MO | ALTRIA GROUP INC | $526.15万 | 0.17% | 73,127 | 450 | 0.6% | $3.24万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $519.20万 | 0.17% | 14,031 | -639 | -4.4% | -$23.65万 | 减仓 |
| NEU | NEWMARKET CORP | $506.39万 | 0.16% | 6,400 | -600 | -8.6% | -$47.47万 | 减仓 |
| TSLA | TESLA INC | $506.32万 | 0.16% | 12,038 | -105 | -0.9% | -$4.42万 | 减仓 |
| IYW | ISHARES TR | $504.46万 | 0.16% | 20,000 | -33 | -0.2% | -$8,324 | 减仓 |
| CASY | CASEYS GEN STORES INC | $480.53万 | 0.15% | 6,046 | -303 | -4.8% | -$24.08万 | 减仓 |
| TGT | TARGET CORP | $480.41万 | 0.15% | 36,782 | -677 | -1.8% | -$8.84万 | 减仓 |
| BP | BP PLC | $473.37万 | 0.15% | 128,110 | -33,290 | -20.6% | -$123.01万 | 减仓 |
| TJX | TJX COS INC NEW | $453.74万 | 0.15% | 29,950 | -424 | -1.4% | -$6.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $451.33万 | 0.14% | 106,597 | -4,298 | -3.9% | -$18.20万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $435.24万 | 0.14% | 203,006 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $426.34万 | 0.14% | 19,140 | -10 | -0.1% | -$2,228 | 减仓 |
| TPR | TAPESTRY INC | $424.21万 | 0.14% | 28,980 | -61 | -0.2% | -$8,929 | 减仓 |
| LLY | ELI LILLY & CO | $415.72万 | 0.13% | 3,466 | 50 | 1.5% | $6.00万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $411.25万 | 0.13% | 14,045 | -260 | -1.8% | -$7.61万 | 减仓 |
| DE | DEERE & CO | $381.30万 | 0.12% | 6,011 | -19 | -0.3% | -$1.21万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $379.57万 | 0.12% | 78,149 | -1,500 | -1.9% | -$7.29万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $378.40万 | 0.12% | 140,877 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $375.21万 | 0.12% | 6,459 | -60 | -0.9% | -$3.49万 | 减仓 |
| T | AT&T INC | $355.36万 | 0.11% | 171,672 | -6,993 | -3.9% | -$14.48万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $353.05万 | 0.11% | 7,188 | -80 | -1.1% | -$3.93万 | 减仓 |
| OKE | ONEOK INC NEW | $345.85万 | 0.11% | 39,780 | -72 | -0.2% | -$6,260 | 减仓 |
| ETN | EATON CORP PLC | $345.54万 | 0.11% | 8,109 | 94 | 1.2% | $4.01万 | 加仓 |
| IVV | ISHARES TR | $339.55万 | 0.11% | 4,534 | -1,545 | -25.4% | -$115.70万 | 减仓 |
| VGT | VANGUARD WORLD FD | $317.54万 | 0.10% | 26,568 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $313.68万 | 0.10% | 90,137 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $307.15万 | 0.10% | 34,706 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $304.32万 | 0.10% | 34,673 | -467 | -1.3% | -$4.10万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $300.13万 | 0.10% | 15,000 | 15,000 | — | $300.13万 | 新建仓 |
| WY | WEYERHAEUSER CO | $294.75万 | 0.09% | 123,120 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $289.95万 | 0.09% | 17,152 | -100 | -0.6% | -$1.69万 | 减仓 |
| POST | POST HLDGS INC | $278.78万 | 0.09% | 31,586 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $258.88万 | 0.08% | 32,758 | -2,854 | -8.0% | -$22.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $256.99万 | 0.08% | 36,069 | 559 | 1.6% | $3.98万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $249.91万 | 0.08% | 5,233 | -359 | -6.4% | -$17.14万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $242.48万 | 0.08% | 40,624 | 29,323 | 259.5% | $175.03万 | 加仓 |
| IJH | ISHARES TR | $242.28万 | 0.08% | 31,420 | -878 | -2.7% | -$6.77万 | 减仓 |
| SPGI | S&P GLOBAL INC | $240.41万 | 0.08% | 5,903 | -46 | -0.8% | -$1.87万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $233.83万 | 0.08% | 5,343 | 5,343 | — | $233.83万 | 新建仓 |
| IGM | ISHARES TR | $220.83万 | 0.07% | 13,500 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $214.07万 | 0.07% | 19,350 | -705 | -3.5% | -$7.80万 | 减仓 |
| ECL | ECOLAB INC | $209.93万 | 0.07% | 7,535 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $203.66万 | 0.07% | 35,741 | -2,102 | -5.6% | -$11.98万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $202.63万 | 0.07% | 6,441 | -17 | -0.3% | -$5,348 | 减仓 |
| ESS | ESSEX PPTY TR INC | $197.49万 | 0.06% | 6,773 | -65 | -1.0% | -$1.90万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $188.97万 | 0.06% | 62,635 | 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 |
| CSX | CSX CORP | $176.66万 | 0.06% | 37,169 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $175.53万 | 0.06% | 19,024 | -158 | -0.8% | -$1.46万 | 减仓 |
| VB | VANGUARD INDEX FDS | $171.38万 | 0.05% | 5,654 | 27 | 0.5% | $8,184 | 加仓 |
| GWW | WW GRAINGER INC | $152.64万 | 0.05% | 1,122 | -1 | -0.1% | -$1,360 | 减仓 |
| ITOT | ISHARES TR | $149.29万 | 0.05% | 9,088 | -63 | -0.7% | -$1.03万 | 减仓 |
| HDV | ISHARES TR | $144.22万 | 0.05% | 52,615 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $143.48万 | 0.05% | 11,357 | -556 | -4.7% | -$7.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $142.76万 | 0.05% | 1,939 | 2 | 0.1% | $1,473 | 加仓 |
| BN | BROOKFIELD CORP | $136.71万 | 0.04% | 32,100 | -2,232 | -6.5% | -$9.51万 | 减仓 |
| PAYX | PAYCHEX INC | $133.03万 | 0.04% | 13,529 | 3,890 | 40.4% | $38.25万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $131.52万 | 0.04% | 1,870 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $130.73万 | 0.04% | 1,133 | -65 | -5.4% | -$7.50万 | 减仓 |
| V | VISA INC | $127.03万 | 0.04% | 3,703 | -548 | -12.9% | -$18.80万 | 减仓 |
| EEM | ISHARES TR | $122.45万 | 0.04% | 17,900 | -23,200 | -56.4% | -$158.71万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $121.54万 | 0.04% | 5,712 | -778 | -12.0% | -$16.55万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $120.15万 | 0.04% | 7,209 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $112.00万 | 0.04% | 12,641 | -160 | -1.2% | -$1.42万 | 减仓 |
| SRE | SEMPRA | $109.43万 | 0.04% | 11,804 | -1,720 | -12.7% | -$15.95万 | 减仓 |
| DOW | DOW HLDGS INC | $103.10万 | 0.03% | 37,681 | -955 | -2.5% | -$2.61万 | 减仓 |
| CVBF | CVB FINL CORP | $99.90万 | 0.03% | 44,300 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $95.45万 | 0.03% | 9,973 | -878 | -8.1% | -$8.40万 | 减仓 |
| CLX | CLOROX CO DEL | $89.25万 | 0.03% | 9,351 | -1,055 | -10.1% | -$10.07万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $88.21万 | 0.03% | 7,554 | 0 | 0.0% | — | 不变 |
| ITB | ISHARES TR | $87.52万 | 0.03% | 8,377 | -50 | -0.6% | -$5,224 | 减仓 |
| SHEL | SHELL PLC | $87.20万 | 0.03% | 11,246 | -90 | -0.8% | -$6,979 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $86.28万 | 0.03% | 16,779 | 125 | 0.8% | $6,427 | 加仓 |
| AMAT | APPLIED MATLS INC | $81.99万 | 0.03% | 1,134 | -50 | -4.2% | -$3.62万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $81.81万 | 0.03% | 5,406 | -112 | -2.0% | -$1.69万 | 减仓 |
| NTAP | NETAPP INC | $79.24万 | 0.03% | 5,120 | -55 | -1.1% | -$8,512 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $78.71万 | 0.03% | 10,400 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $76.51万 | 0.02% | 7,365 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $76.28万 | 0.02% | 12,311 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $76.19万 | 0.02% | 17,175 | -1,312 | -7.1% | -$5.82万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $75.83万 | 0.02% | 6,908 | -47 | -0.7% | -$5,159 | 减仓 |
| ALL | ALLSTATE CORP | $74.88万 | 0.02% | 3,147 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $74.72万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $74.30万 | 0.02% | 55,203 | -6,670 | -10.8% | -$8.98万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $73.83万 | 0.02% | 7,656 | 100 | 1.3% | $9,643 | 加仓 |
| SLV | ISHARES SILVER TR | $71.32万 | 0.02% | 13,338 | -4,543 | -25.4% | -$24.29万 | 减仓 |
| GLW | CORNING INC | $69.76万 | 0.02% | 2,731 | 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 |