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 |
|---|---|---|---|---|---|---|---|---|
| — | AMERICAN CENTY ETF TR | $27.65万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCO | $27.26万 | 0.01% | 29,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $27.12万 | 0.01% | 541 | 62 | 12.9% | $3.11万 | 加仓 |
| PPG | PPG INDS INC | $27.07万 | 0.01% | 2,232 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $26.81万 | 0.01% | 23,704 | -2 | -0.0% | -$23 | 减仓 |
| GM | GENERAL MTRS CO | $26.74万 | 0.01% | 3,469 | -20 | -0.6% | -$1,542 | 减仓 |
| RSG | REPUBLIC SVCS INC | $26.55万 | 0.01% | 1,246 | -11 | -0.9% | -$2,344 | 减仓 |
| ET | ENERGY TRANSFER L P | $26.23万 | 0.01% | 13,720 | 457 | 3.4% | $8,738 | 加仓 |
| MCO | MOODYS CORP | $26.18万 | 0.01% | 578 | -292 | -33.6% | -$13.23万 | 减仓 |
| DTE | DTE ENERGY CO | $24.38万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $24.35万 | 0.01% | 5,430 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $24.04万 | 0.01% | 1,565 | 1,565 | — | $24.04万 | 新建仓 |
| ICLR | ICON PUB LTD CO | $23.62万 | 0.01% | 1,360 | 0 | 0.0% | — | 重新持有 |
| BIL | SPDR SERIES TRUST | $23.48万 | 0.01% | 2,562 | -1,686 | -39.7% | -$15.45万 | 减仓 |
| CI | THE CIGNA GROUP | $23.38万 | 0.01% | 848 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $23.10万 | 0.01% | 400 | 400 | — | $23.10万 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $22.62万 | 0.01% | 493 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $22.50万 | 0.01% | 1,812 | 1,812 | — | $22.50万 | 新建仓 |
| LIT | GLOBAL X FDS | $22.39万 | 0.01% | 2,860 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $22.26万 | 0.01% | 918 | 918 | — | $22.26万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $22.19万 | 0.01% | 1,527 | 0 | 0.0% | — | 不变 |
| IXC | ISHARES TR | $22.11万 | 0.01% | 4,500 | -165 | -3.5% | -$8,106 | 减仓 |
| MDT | MEDTRONIC PLC | $21.91万 | 0.01% | 2,801 | -25 | -0.9% | -$1,956 | 减仓 |
| XEL | XCEL ENERGY INC | $21.83万 | 0.01% | 2,718 | -78 | -2.8% | -$6,263 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.82万 | 0.01% | 6,556 | -859 | -11.6% | -$2.86万 | 减仓 |
| EXC | EXELON CORP | $21.80万 | 0.01% | 4,676 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $21.64万 | 0.01% | 2,019 | 2,019 | — | $21.64万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $21.49万 | 0.01% | 4,008 | 4,008 | — | $21.49万 | 新建仓 |
| GMF | SPDR INDEX SHS FDS | $21.43万 | 0.01% | 1,365 | 1,365 | — | $21.43万 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $21.34万 | 0.01% | 954 | 954 | — | $21.34万 | 新建仓 |
| YUM | YUM BRANDS INC | $21.33万 | 0.01% | 1,335 | -177 | -11.7% | -$2.83万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $20.65万 | 0.01% | 2,862 | -6 | -0.2% | -$433 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $20.14万 | 0.01% | 818 | 818 | — | $20.14万 | 新建仓 |
| PCB | PCB BANCORP | $20.13万 | 0.01% | 7,097 | 7,097 | — | $20.13万 | 新建仓 |
| — | WESTERN ASSET INVESTMENT GRA | $19.58万 | 0.01% | 16,151 | -11,200 | -40.9% | -$13.57万 | 减仓 |
| F | FORD MTR CO | $18.49万 | 0.01% | 13,306 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $14.93万 | 0.00% | 18,952 | 0 | 0.0% | — | 不变 |
| — | BRANCHOUT FOOD INC | $13.80万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| TG | TREDEGAR CORP | $12.74万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| — | BRIDGER AEROSPACE GRP HLDGS | $2.98万 | 0.00% | 15,532 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -11,036 | -100.0% | -$64.60万 | 清仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | -11,345 | -100.0% | -$55.47万 | 清仓 |
| CMF | ISHARES TR | $0 | 0.00% | 0 | -9,260 | -100.0% | -$52.65万 | 清仓 |
| DBND | DOUBLELINE ETF TRUST | $0 | 0.00% | 0 | -8,600 | -100.0% | -$39.40万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,298 | -100.0% | -$28.04万 | 清仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -11,050 | -100.0% | -$26.38万 | 清仓 |
| KR | KROGER CO | $0 | 0.00% | 0 | -3,543 | -100.0% | -$25.64万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -1,168 | -100.0% | -$25.30万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -2,507 | -100.0% | -$22.59万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -2,933 | -100.0% | -$22.14万 | 清仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $0 | 0.00% | 0 | -3,835 | -100.0% | -$21.77万 | 清仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -8,725 | -100.0% | -$21.28万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -2,989 | -100.0% | -$21.28万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -1,034 | -100.0% | -$20.39万 | 清仓 |