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 |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | $24.20万 | 0.01% | 6,023 | 6,023 | — | $24.20万 | 新建仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $24.14万 | 0.01% | 5,430 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.00万 | 0.01% | 163 | 163 | — | $24.00万 | 新建仓 |
| PPG | PPG INDS INC | $23.86万 | 0.01% | 2,232 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $23.82万 | 0.01% | 5,599 | 5,599 | — | $23.82万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $23.81万 | 0.01% | 584 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $23.74万 | 0.01% | 2,375 | 2 | 0.1% | $200 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $23.54万 | 0.01% | 479 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $23.51万 | 0.01% | 1,512 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO | $23.40万 | 0.01% | 1,600 | -100 | -5.9% | -$1.46万 | 减仓 |
| EXC | EXELON CORP | $22.92万 | 0.01% | 4,676 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $22.62万 | 0.01% | 848 | 848 | — | $22.62万 | 新建仓 |
| SIL | GLOBAL X FDS | $22.59万 | 0.01% | 2,507 | -14,164 | -85.0% | -$127.61万 | 减仓 |
| XEL | XCEL ENERGY INC | $22.21万 | 0.01% | 2,796 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT ETF TRUST | $22.14万 | 0.01% | 2,933 | -7,788 | -72.6% | -$58.80万 | 减仓 |
| WAT | WATERS CORP | $22.10万 | 0.01% | 742 | 742 | — | $22.10万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $21.91万 | 0.01% | 493 | -25 | -4.8% | -$1.11万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $21.77万 | 0.01% | 3,835 | 3,835 | — | $21.77万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $21.47万 | 0.01% | 2,782 | 0 | 0.0% | — | 不变 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $21.28万 | 0.01% | 8,725 | -700 | -7.4% | -$1.71万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $21.28万 | 0.01% | 2,989 | -568 | -16.0% | -$4.04万 | 减仓 |
| LIT | GLOBAL X FDS | $21.26万 | 0.01% | 2,860 | 2,860 | — | $21.26万 | 新建仓 |
| JBL | JABIL INC | $21.25万 | 0.01% | 800 | 800 | — | $21.25万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $20.63万 | 0.01% | 2,868 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $20.53万 | 0.01% | 2,859 | -575 | -16.7% | -$4.13万 | 减仓 |
| AZN | ASTRAZENECA PLC | $20.39万 | 0.01% | 1,034 | 1,034 | — | $20.39万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $20.02万 | 0.01% | 1,527 | 0 | 0.0% | — | 重新持有 |
| F | FORD MTR CO | $15.35万 | 0.01% | 13,306 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $14.29万 | 0.00% | 18,952 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $12.72万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $9.90万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $3.08万 | 0.00% | 15,532 | 2,988 | 23.8% | $5,916 | 加仓 |
| AOA | ISHARES TR | $0 | 0.00% | 0 | -28,503 | -100.0% | -$255.27万 | 清仓 |
| AOR | ISHARES TR | $0 | 0.00% | 0 | -36,440 | -100.0% | -$236.90万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -780 | -100.0% | -$27.30万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -929 | -100.0% | -$24.61万 | 清仓 |
| LNC | LINCOLN NATL CORP IND | $0 | 0.00% | 0 | -5,123 | -100.0% | -$22.81万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -8,140 | -100.0% | -$22.69万 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -900 | -100.0% | -$21.77万 | 清仓 |