Clifford Group, LLC
WAYLAND MA · SEC CIK 0001965522
$1.30亿2026Q1 申报市值
80持仓数
66.1%前十大占比 · 第一大 30.9%
6 / 5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
LSGR 新建仓+$668.83万
VOO 加仓+$143.53万
AVGO 加仓+$54.35万
MGK 加仓+$46.00万
KVYO 加仓+$42.16万
2026Q1 卖出最多 按季末市值估算
VXF 减仓-$619.26万
ACN 清仓-$37.12万
PAYX 清仓-$34.13万
SCHD 清仓-$24.24万
SPOT 清仓-$23.23万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $4,016.30万 | 30.93% | 67,213 | 2,402 | 3.7% | $143.53万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,071.64万 | 8.25% | 29,165 | 1,252 | 4.5% | $46.00万 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $668.83万 | 5.15% | 169,796 | 169,796 | — | $668.83万 | 新建仓 |
| EFV | ISHARES TR | $638.85万 | 4.92% | 85,924 | 967 | 1.1% | $7.19万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $485.25万 | 3.74% | 23,579 | -30,091 | -56.1% | -$619.26万 | 减仓 |
| VGT | VANGUARD WORLD FD | $460.56万 | 3.55% | 6,601 | 197 | 3.1% | $13.75万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $350.35万 | 2.70% | 20,089 | 2,084 | 11.6% | $36.34万 | 加仓 |
| AMZN | AMAZON COM INC | $306.50万 | 2.36% | 14,717 | 1,450 | 10.9% | $30.20万 | 加仓 |
| MUB | ISHARES TR | $301.52万 | 2.32% | 28,405 | -1,562 | -5.2% | -$16.58万 | 减仓 |
| AAPL | APPLE INC | $276.72万 | 2.13% | 10,904 | 1,365 | 14.3% | $34.64万 | 加仓 |
| GOOGL | ALPHABET INC | $275.59万 | 2.12% | 9,584 | 1,333 | 16.2% | $38.33万 | 加仓 |
| MSFT | MICROSOFT CORP | $232.13万 | 1.79% | 6,271 | 769 | 14.0% | $28.47万 | 加仓 |
| IWF | ISHARES TR | $228.76万 | 1.76% | 5,365 | -125 | -2.3% | -$5.33万 | 减仓 |
| SHM | SPDR SERIES TRUST | $222.84万 | 1.72% | 46,590 | 784 | 1.7% | $3.75万 | 加仓 |
| IWD | ISHARES TR | $169.59万 | 1.31% | 7,937 | -74 | -0.9% | -$1.58万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $157.57万 | 1.21% | 5,356 | 46 | 0.9% | $1.35万 | 加仓 |
| META | META PLATFORMS INC | $148.67万 | 1.15% | 2,599 | 230 | 9.7% | $13.16万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $146.98万 | 1.13% | 4,349 | 101 | 2.4% | $3.41万 | 加仓 |
| AVGO | BROADCOM INC | $126.86万 | 0.98% | 4,099 | 1,756 | 74.9% | $54.35万 | 加仓 |
| GOVT | ISHARES TR | $97.80万 | 0.75% | 42,691 | 1,197 | 2.9% | $2.74万 | 加仓 |
| MS | MORGAN STANLEY | $92.02万 | 0.71% | 5,592 | 300 | 5.7% | $4.94万 | 加仓 |
| GOOG | ALPHABET INC | $87.18万 | 0.67% | 3,039 | 411 | 15.6% | $11.79万 | 加仓 |
| WMT | WALMART INC | $82.52万 | 0.64% | 6,640 | 650 | 10.9% | $8.08万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $82.35万 | 0.63% | 4,053 | 24 | 0.6% | $4,876 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $81.10万 | 0.62% | 9,143 | 585 | 6.8% | $5.19万 | 加仓 |
| COR | CENCORA INC | $73.76万 | 0.57% | 2,348 | 118 | 5.3% | $3.71万 | 加仓 |
| IFRA | ISHARES TR | $69.35万 | 0.53% | 12,125 | 403 | 3.4% | $2.31万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $69.10万 | 0.53% | 27,864 | 2,770 | 11.0% | $6.87万 | 加仓 |
| CSCO | CISCO SYS INC | $68.38万 | 0.53% | 8,813 | 577 | 7.0% | $4.48万 | 加仓 |
| PSX | PHILLIPS 66 | $67.81万 | 0.52% | 3,722 | 407 | 12.3% | $7.42万 | 加仓 |
| KVYO | KLAVIYO INC | $67.60万 | 0.52% | 34,739 | 21,666 | 165.7% | $42.16万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $65.57万 | 0.51% | 7,059 | 577 | 8.9% | $5.36万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $62.64万 | 0.48% | 2,997 | 172 | 6.1% | $3.59万 | 加仓 |
| HD | HOME DEPOT INC | $58.74万 | 0.45% | 1,786 | 302 | 20.4% | $9.93万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $58.46万 | 0.45% | 691 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $57.60万 | 0.44% | 2,374 | 128 | 5.7% | $3.11万 | 加仓 |
| V | VISA INC | $56.90万 | 0.44% | 1,883 | -130 | -6.5% | -$3.93万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $56.21万 | 0.43% | 1,173 | 93 | 8.6% | $4.46万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $55.32万 | 0.43% | 3,830 | 488 | 14.6% | $7.05万 | 加仓 |
| ADI | ANALOG DEVICES INC | $54.50万 | 0.42% | 1,713 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $51.22万 | 0.39% | 3,875 | 388 | 11.1% | $5.13万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $49.94万 | 0.38% | 3,477 | -329 | -8.6% | -$4.73万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $48.08万 | 0.37% | 482 | -23 | -4.6% | -$2.29万 | 减仓 |
| LIN | LINDE PLC | $47.39万 | 0.37% | 956 | 112 | 13.3% | $5.55万 | 加仓 |
| LLY | ELI LILLY & CO | $45.16万 | 0.35% | 491 | 49 | 11.1% | $4.51万 | 加仓 |
| PEP | PEPSICO INC | $44.67万 | 0.34% | 2,877 | 432 | 17.7% | $6.71万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $43.29万 | 0.33% | 1,999 | -157 | -7.3% | -$3.40万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $40.96万 | 0.32% | 3,989 | -124 | -3.0% | -$1.27万 | 减仓 |
| ETN | EATON CORP PLC | $40.42万 | 0.31% | 1,130 | -18 | -1.6% | -$6,438 | 减仓 |
| TSLA | TESLA INC | $37.81万 | 0.29% | 1,017 | 257 | 33.8% | $9.55万 | 加仓 |
| VB | VANGUARD INDEX FDS | $35.99万 | 0.28% | 1,374 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $35.27万 | 0.27% | 1,166 | 30 | 2.6% | $9,074 | 加仓 |
| GLDM | WORLD GOLD TR | $33.61万 | 0.26% | 3,626 | -937 | -20.5% | -$8.69万 | 减仓 |
| ORCL | ORACLE CORP | $32.70万 | 0.25% | 2,223 | 36 | 1.6% | $5,296 | 加仓 |
| DE | DEERE & CO | $31.88万 | 0.25% | 566 | -12 | -2.1% | -$6,760 | 减仓 |
| IVV | ISHARES TR | $31.62万 | 0.24% | 484 | 172 | 55.1% | $11.24万 | 加仓 |
| IUSV | ISHARES TR | $31.50万 | 0.24% | 3,081 | -97 | -3.1% | -$9,918 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.56万 | 0.23% | 1,092 | 134 | 14.0% | $3.63万 | 加仓 |
| MCK | MCKESSON CORP | $28.90万 | 0.22% | 334 | 5 | 1.5% | $4,327 | 加仓 |
| SHE | SPDR SERIES TRUST | $28.63万 | 0.22% | 2,240 | 219 | 10.8% | $2.80万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $27.88万 | 0.21% | 869 | 141 | 19.4% | $4.52万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $26.58万 | 0.20% | 874 | -66 | -7.0% | -$2.01万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.30万 | 0.19% | 389 | 6 | 1.6% | $3,902 | 加仓 |
| DHR | DANAHER CORP DEL | $25.26万 | 0.19% | 1,332 | 142 | 11.9% | $2.69万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $24.93万 | 0.19% | 5,315 | 572 | 12.1% | $2.68万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F | $24.80万 | 0.19% | 1,793 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $24.01万 | 0.18% | 2,497 | 2,290 | 1,106.3% | $22.02万 | 重新持有 |
| JNJ | JOHNSON & JOHNSON | $23.94万 | 0.18% | 980 | 980 | — | $23.94万 | 新建仓 |
| CB | CHUBB LTD SWITZ | $23.63万 | 0.18% | 725 | 82 | 12.8% | $2.67万 | 加仓 |
| AON | AON PLC | $22.93万 | 0.18% | 710 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $22.93万 | 0.18% | 1,073 | 1,073 | — | $22.93万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $22.51万 | 0.17% | 390 | 390 | — | $22.51万 | 新建仓 |
| KLAC | KLA CORP | $22.09万 | 0.17% | 150 | 150 | — | $22.09万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.74万 | 0.17% | 2,355 | 60 | 2.6% | $5,539 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.68万 | 0.17% | 441 | -47 | -9.6% | -$2.31万 | 减仓 |
| NSP | INSPERITY INC | $21.30万 | 0.16% | 7,879 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $21.22万 | 0.16% | 1,251 | 1,251 | — | $21.22万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $21.13万 | 0.16% | 507 | 10 | 2.0% | $4,167 | 重新持有 |
| BLK | BLACKROCK INC | $20.60万 | 0.16% | 214 | -27 | -11.2% | -$2.60万 | 减仓 |
| CRM | SALESFORCE INC | $20.07万 | 0.15% | 1,075 | 190 | 21.5% | $3.55万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,383 | -100.0% | -$37.12万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -3,043 | -100.0% | -$34.13万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,838 | -100.0% | -$24.24万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -400 | -100.0% | -$23.23万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,175 | -100.0% | -$22.92万 | 清仓 |