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 |
|---|---|---|---|---|---|---|---|---|
| VEU | VANGUARD INTL EQUITY INDEX F | $65.12万 | 0.02% | 7,775 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $63.91万 | 0.02% | 2,784 | -5 | -0.2% | -$1,148 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $63.79万 | 0.02% | 17,354 | 856 | 5.2% | $3.15万 | 加仓 |
| IWM | ISHARES TR | $62.91万 | 0.02% | 2,094 | 6 | 0.3% | $1,803 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $62.89万 | 0.02% | 1,697 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $62.74万 | 0.02% | 3,060 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $62.15万 | 0.02% | 7,580 | -20 | -0.3% | -$1,640 | 减仓 |
| MFC | MANULIFE FINL CORP | $61.79万 | 0.02% | 15,252 | -802 | -5.0% | -$3.25万 | 减仓 |
| IJJ | ISHARES TR | $61.15万 | 0.02% | 4,139 | -224 | -5.1% | -$3.31万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $60.31万 | 0.02% | 625 | -22 | -3.4% | -$2.12万 | 减仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $59.46万 | 0.02% | 3,500 | 3,500 | — | $59.46万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.36万 | 0.02% | 1,199 | -25 | -2.0% | -$1.24万 | 减仓 |
| BX | BLACKSTONE INC | $57.08万 | 0.02% | 4,851 | -18 | -0.4% | -$2,118 | 减仓 |
| APA | APA CORPORATION | $55.14万 | 0.02% | 16,930 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $54.27万 | 0.02% | 479 | -202 | -29.7% | -$22.88万 | 减仓 |
| LIN | LINDE PLC | $52.41万 | 0.02% | 1,010 | -10 | -1.0% | -$5,189 | 减仓 |
| NFLX | NETFLIX INC. | $52.04万 | 0.02% | 7,288 | -415 | -5.4% | -$2.96万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $51.77万 | 0.02% | 58,493 | -42,470 | -42.1% | -$37.59万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $51.62万 | 0.02% | 6,730 | 3,948 | 141.9% | $30.28万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $49.33万 | 0.02% | 13,390 | -135 | -1.0% | -$4,973 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $49.13万 | 0.02% | 14,518 | -10,800 | -42.7% | -$36.55万 | 减仓 |
| FDX | FEDEX CORP | $48.97万 | 0.02% | 1,564 | -51 | -3.2% | -$1.60万 | 减仓 |
| KLAC | KLA CORP | $48.58万 | 0.02% | 1,610 | -20 | -1.2% | -$6,034 | 减仓 |
| IEFA | ISHARES TR | $48.02万 | 0.02% | 4,972 | 2,226 | 81.1% | $21.50万 | 加仓 |
| GPC | GENUINE PARTS CO | $47.41万 | 0.02% | 4,019 | 19 | 0.5% | $2,241 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $47.35万 | 0.02% | 2,001 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $46.63万 | 0.01% | 611 | -21 | -3.3% | -$1.60万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $46.14万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ CO | $46.09万 | 0.01% | 19,515 | -86 | -0.4% | -$2,031 | 减仓 |
| MKC | MCCORMICK & CO INC | $45.38万 | 0.01% | 9,000 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $42.79万 | 0.01% | 17,429 | -333 | -1.9% | -$8,175 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $41.62万 | 0.01% | 9,180 | 148 | 1.6% | $6,710 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $41.44万 | 0.01% | 3,274 | -4 | -0.1% | -$506 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $41.40万 | 0.01% | 1,667 | 88 | 5.6% | $2.19万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $40.81万 | 0.01% | 4,252 | -3 | -0.1% | -$288 | 减仓 |
| UL | UNILEVER PLC | $40.73万 | 0.01% | 6,775 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $40.51万 | 0.01% | 7,025 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC 看跌期权 | $40.51万 | 0.01% | 1,400 | 1,400 | — | $40.51万 | 新建仓 |
| IYC | ISHARES TR | $40.44万 | 0.01% | 4,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $40.37万 | 0.01% | 1,550 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $40.19万 | 0.01% | 202 | 1 | 0.5% | $1,989 | 加仓 |
| PCAR | PACCAR INC | $40.16万 | 0.01% | 3,343 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $40.12万 | 0.01% | 4,979 | 11 | 0.2% | $886 | 加仓 |
| ENB | ENBRIDGE INC | $40.02万 | 0.01% | 7,383 | 206 | 2.9% | $1.12万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $39.76万 | 0.01% | 8,700 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $39.71万 | 0.01% | 5,097 | 5,097 | — | $39.71万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $39.67万 | 0.01% | 2,900 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $38.98万 | 0.01% | 14,621 | -397 | -2.6% | -$1.06万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $38.12万 | 0.01% | 1,749 | 1,749 | — | $38.12万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $37.98万 | 0.01% | 4,412 | 0 | 0.0% | — | 不变 |
| IYH | ISHARES TR | $37.84万 | 0.01% | 5,647 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $37.21万 | 0.01% | 5,006 | 292 | 6.2% | $2.17万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $36.76万 | 0.01% | 1,234 | 1,234 | — | $36.76万 | 新建仓 |
| WELL | WELLTOWER INC | $36.58万 | 0.01% | 1,612 | -61 | -3.6% | -$1.38万 | 减仓 |
| DVY | ISHARES TR | $36.47万 | 0.01% | 2,333 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $36.41万 | 0.01% | 4,890 | -500 | -9.3% | -$3.72万 | 减仓 |
| AME | AMETEK INC | $36.17万 | 0.01% | 1,495 | -5 | -0.3% | -$1,210 | 减仓 |
| AMTM | AMENTUM HOLDINGS INC | $36.16万 | 0.01% | 17,495 | -1,719 | -8.9% | -$3.55万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $36.15万 | 0.01% | 27,934 | -6,000 | -17.7% | -$7.76万 | 减仓 |
| MINT | PIMCO ETF TR | $35.64万 | 0.01% | 3,535 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $35.57万 | 0.01% | 5,236 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $35.47万 | 0.01% | 5,872 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $35.21万 | 0.01% | 1,212 | -90 | -6.9% | -$2.61万 | 减仓 |
| CTAS | CINTAS CORP | $35.21万 | 0.01% | 2,070 | -24 | -1.1% | -$4,082 | 减仓 |
| CME | CME GROUP INC | $34.69万 | 0.01% | 1,571 | -49 | -3.0% | -$1.08万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $34.30万 | 0.01% | 25,939 | -3,150 | -10.8% | -$4.17万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $33.94万 | 0.01% | 4,142 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $33.80万 | 0.01% | 15,183 | 400 | 2.7% | $8,904 | 加仓 |
| IXN | ISHARES TR | $33.55万 | 0.01% | 2,322 | -53 | -2.2% | -$7,657 | 减仓 |
| VBK | VANGUARD INDEX FDS | $33.42万 | 0.01% | 914 | 4 | 0.4% | $1,463 | 加仓 |
| MA | MASTERCARD INCORPORATED | $33.42万 | 0.01% | 651 | -288 | -30.7% | -$14.78万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $32.45万 | 0.01% | 4,003 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $32.42万 | 0.01% | 6,104 | 1,062 | 21.1% | $5.64万 | 加仓 |
| MTX | MINERALS TECHNOLOGIES INC | $31.78万 | 0.01% | 4,297 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $31.53万 | 0.01% | 2,773 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $31.50万 | 0.01% | 792 | -6 | -0.8% | -$2,386 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $31.45万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $31.14万 | 0.01% | 3,681 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $31.09万 | 0.01% | 2,750 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $30.71万 | 0.01% | 1,531 | -890 | -36.8% | -$17.86万 | 减仓 |
| ES | EVERSOURCE ENERGY | $30.71万 | 0.01% | 4,250 | 0 | 0.0% | — | 不变 |
| JBL | JABIL INC | $30.65万 | 0.01% | 795 | -5 | -0.6% | -$1,927 | 减仓 |
| TOL | TOLL BROTHERS INC | $30.30万 | 0.01% | 1,839 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $30.29万 | 0.01% | 7,675 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $29.90万 | 0.01% | 3,150 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $29.82万 | 0.01% | 795 | 53 | 7.1% | $1.99万 | 加仓 |
| SDY | SPDR SERIES TRUST | $29.64万 | 0.01% | 1,948 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $29.59万 | 0.01% | 2,861 | 2 | 0.1% | $207 | 加仓 |
| MUB | ISHARES TR | $29.50万 | 0.01% | 2,741 | 194 | 7.6% | $2.09万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $29.34万 | 0.01% | 7,958 | -1,522 | -16.1% | -$5.61万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.19万 | 0.01% | 1,847 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $28.45万 | 0.01% | 685 | -5 | -0.7% | -$2,076 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $28.43万 | 0.01% | 6,023 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $28.21万 | 0.01% | 3,414 | -90 | -2.6% | -$7,436 | 减仓 |
| WM | WASTE MGMT INC DEL | $28.17万 | 0.01% | 1,264 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $28.12万 | 0.01% | 10,151 | -952 | -8.6% | -$2.64万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $28.08万 | 0.01% | 1,182 | -5 | -0.4% | -$1,188 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $28.06万 | 0.01% | 300 | 300 | — | $28.06万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $27.93万 | 0.01% | 819 | 819 | — | $27.93万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $27.66万 | 0.01% | 5,614 | 15 | 0.3% | $739 | 加仓 |