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 |
|---|---|---|---|---|---|---|---|---|
| IJJ | ISHARES TR | $57.81万 | 0.02% | 4,363 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $57.52万 | 0.02% | 1,615 | 100 | 6.6% | $3.56万 | 加仓 |
| BX | BLACKSTONE INC | $55.99万 | 0.02% | 4,869 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $55.50万 | 0.02% | 1,697 | -5 | -0.3% | -$1,635 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $55.47万 | 0.02% | 11,345 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $55.29万 | 0.02% | 16,054 | 0 | 0.0% | — | 不变 |
| BRBR | BELLRING BRANDS INC | $54.60万 | 0.02% | 33,934 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $53.38万 | 0.02% | 4,255 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $52.99万 | 0.02% | 5,175 | 0 | 0.0% | — | 不变 |
| CMF | ISHARES TR | $52.65万 | 0.02% | 9,260 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $51.78万 | 0.02% | 2,088 | 16 | 0.8% | $3,968 | 加仓 |
| CMCSA | COMCAST CORP NEW | $51.00万 | 0.02% | 17,762 | -120 | -0.7% | -$3,445 | 减仓 |
| LIN | LINDE PLC | $50.57万 | 0.02% | 1,020 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $50.11万 | 0.02% | 19,214 | -140 | -0.7% | -$3,651 | 减仓 |
| URI | UNITED RENTALS INC | $49.61万 | 0.02% | 681 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $49.41万 | 0.02% | 2,604 | 2,604 | — | $49.41万 | 新建仓 |
| CME | CME GROUP INC | $47.85万 | 0.02% | 1,620 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $46.90万 | 0.02% | 939 | -1,445 | -60.6% | -$72.18万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $46.42万 | 0.02% | 1,002 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $45.94万 | 0.02% | 13,525 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $45.40万 | 0.02% | 9,000 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $44.93万 | 0.02% | 1,302 | 280 | 27.4% | $9.66万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $44.17万 | 0.02% | 2,421 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $44.09万 | 0.02% | 1,579 | -32 | -2.0% | -$8,936 | 减仓 |
| KHC | KRAFT HEINZ CO | $44.08万 | 0.02% | 19,601 | -208 | -1.1% | -$4,678 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $43.93万 | 0.01% | 1,224 | 0 | 0.0% | — | 不变 |
| VOD | VODAFONE GROUP PLC | $43.69万 | 0.01% | 29,089 | -234 | -0.8% | -$3,515 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $43.03万 | 0.01% | 2,001 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $42.92万 | 0.01% | 3,278 | -2,140 | -39.5% | -$28.02万 | 减仓 |
| GPC | GENUINE PARTS CO | $42.30万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $41.45万 | 0.01% | 9,032 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $41.24万 | 0.01% | 15,018 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $40.48万 | 0.01% | 1,198 | 127 | 11.9% | $4.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $40.47万 | 0.01% | 1,184 | 1,184 | — | $40.47万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $39.89万 | 0.01% | 4,412 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $39.44万 | 0.01% | 5,390 | -58 | -1.1% | -$4,244 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $39.40万 | 0.01% | 8,600 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $39.02万 | 0.01% | 8,700 | 8,700 | — | $39.02万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $38.93万 | 0.01% | 4,248 | -2 | -0.0% | -$183 | 重新持有 |
| ENB | ENBRIDGE INC | $38.86万 | 0.01% | 7,177 | -67 | -0.9% | -$3,627 | 减仓 |
| IYC | ISHARES TR | $38.77万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $38.61万 | 0.01% | 3,343 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $38.60万 | 0.01% | 6,775 | -19 | -0.3% | -$1,082 | 减仓 |
| VLO | VALERO ENERGY CORP | $38.30万 | 0.01% | 1,550 | 75 | 5.1% | $1.85万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $38.01万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $37.95万 | 0.01% | 870 | -18 | -2.0% | -$7,853 | 减仓 |
| GLW | CORNING INC | $37.13万 | 0.01% | 2,731 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $36.79万 | 0.01% | 798 | -177 | -18.2% | -$8.16万 | 减仓 |
| VO | VANGUARD INDEX FDS | $35.68万 | 0.01% | 1,242 | -24 | -1.9% | -$6,894 | 减仓 |
| MINT | PIMCO ETF TR | $35.55万 | 0.01% | 3,535 | -150 | -4.1% | -$1.51万 | 减仓 |
| CTAS | CINTAS CORP | $35.42万 | 0.01% | 2,094 | -50 | -2.3% | -$8,457 | 减仓 |
| DVY | ISHARES TR | $35.33万 | 0.01% | 2,333 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $34.81万 | 0.01% | 5,647 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE CORP NEW | $34.78万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $34.31万 | 0.01% | 4,714 | 550 | 13.2% | $4.00万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $33.94万 | 0.01% | 7,025 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INVESTMENT GRA | $33.08万 | 0.01% | 27,351 | -3,700 | -11.9% | -$4.48万 | 减仓 |
| WELL | WELLTOWER INC | $33.08万 | 0.01% | 1,673 | -750 | -31.0% | -$14.83万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $33.01万 | 0.01% | 14,783 | -1,232 | -7.7% | -$2.75万 | 减仓 |
| AME | AMETEK INC | $32.15万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $31.10万 | 0.01% | 23,706 | -135 | -0.6% | -$1,771 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $30.97万 | 0.01% | 5,236 | -50 | -0.9% | -$2,957 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $30.88万 | 0.01% | 5,042 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $30.54万 | 0.01% | 5,872 | -1,894 | -24.4% | -$9.85万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $30.49万 | 0.01% | 7,675 | 0 | 0.0% | — | 不变 |
| MTX | MINERALS TECHNOLOGIES INC | $30.47万 | 0.01% | 4,297 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $30.23万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $29.94万 | 0.01% | 690 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $29.44万 | 0.01% | 4,250 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $29.39万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $29.39万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $29.37万 | 0.01% | 4,142 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $29.35万 | 0.01% | 9,480 | 6 | 0.1% | $186 | 加仓 |
| WM | WASTE MGMT INC DEL | $29.05万 | 0.01% | 1,264 | -6 | -0.5% | -$1,379 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $28.49万 | 0.01% | 7,415 | -9,451 | -56.0% | -$36.31万 | 减仓 |
| SDY | SPDR SERIES TRUST | $28.43万 | 0.01% | 1,948 | -187 | -8.8% | -$2.73万 | 减仓 |
| TRMB | TRIMBLE INC | $28.04万 | 0.01% | 4,298 | -882 | -17.0% | -$5.75万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $27.53万 | 0.01% | 1,257 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.50万 | 0.01% | 910 | 95 | 11.7% | $2.87万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $27.48万 | 0.01% | 11,103 | 512 | 4.8% | $1.27万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $27.40万 | 0.01% | 5,500 | 5,500 | — | $27.40万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $27.35万 | 0.01% | 1,847 | -20 | -1.1% | -$2,962 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $27.33万 | 0.01% | 4,003 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $27.04万 | 0.01% | 2,547 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $26.88万 | 0.01% | 4,665 | 4,665 | — | $26.88万 | 新建仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $26.67万 | 0.01% | 29,500 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $26.49万 | 0.01% | 201 | -29 | -12.6% | -$3.82万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $26.38万 | 0.01% | 11,050 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $26.03万 | 0.01% | 3,681 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $25.99万 | 0.01% | 3,489 | 10 | 0.3% | $745 | 加仓 |
| KR | KROGER CO | $25.64万 | 0.01% | 3,543 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $25.60万 | 0.01% | 13,263 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $25.35万 | 0.01% | 647 | 647 | — | $25.35万 | 新建仓 |
| ROST | ROSS STORES INC | $25.30万 | 0.01% | 1,168 | 19 | 1.7% | $4,116 | 加仓 |
| TOL | TOLL BROTHERS INC | $25.10万 | 0.01% | 1,839 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $25.08万 | 0.01% | 1,187 | -41 | -3.3% | -$8,664 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $25.00万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $24.86万 | 0.01% | 2,746 | 114 | 4.3% | $1.03万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.67万 | 0.01% | 632 | 120 | 23.4% | $4.68万 | 加仓 |
| MDT | MEDTRONIC PLC | $24.49万 | 0.01% | 2,826 | 18 | 0.6% | $1,560 | 加仓 |