Clifford Group, LLC
WAYLAND MA · SEC CIK 0001965522
$1.45亿2026Q2 申报市值
86持仓数
65.2%前十大占比 · 第一大 29.1%
11 / 5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
AVUV 新建仓+$532.56万
MUB 加仓+$128.66万
TOST 新建仓+$52.82万
MU 新建仓+$29.20万
AMD 新建仓+$27.88万
2026Q2 卖出最多 按季末市值估算
VOO 减仓-$406.18万
SHM 清仓-$222.84万
MGK 减仓-$117.89万
VGT 减仓-$87.68万
LSGR 减仓-$71.38万
2026Q2 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 | $4,210.11万 | 29.11% | 61,299 | -5,914 | -8.8% | -$406.18万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,164.06万 | 8.05% | 132,415 | -13,410 | -9.2% | -$117.89万 | 减仓 |
| LSGR | NATIXIS ETF TRUST II | $643.97万 | 4.45% | 152,854 | -16,942 | -10.0% | -$71.38万 | 减仓 |
| EFV | ISHARES TR | $615.65万 | 4.26% | 80,425 | -5,499 | -6.4% | -$42.09万 | 减仓 |
| VGT | VANGUARD WORLD FD | $543.48万 | 3.76% | 45,472 | -7,336 | -13.9% | -$87.68万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $541.80万 | 3.75% | 22,006 | -1,573 | -6.7% | -$38.73万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $532.56万 | 3.68% | 42,687 | 42,687 | — | $532.56万 | 新建仓 |
| MUB | ISHARES TR | $434.36万 | 3.00% | 40,360 | 11,955 | 42.1% | $128.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $408.66万 | 2.83% | 20,424 | 335 | 1.7% | $6.70万 | 加仓 |
| GOOGL | ALPHABET INC | $339.74万 | 2.35% | 9,507 | -77 | -0.8% | -$2.75万 | 减仓 |
| AMZN | AMAZON COM INC | $338.13万 | 2.34% | 14,187 | -530 | -3.6% | -$12.63万 | 减仓 |
| AAPL | APPLE INC | $318.38万 | 2.20% | 11,003 | 99 | 0.9% | $2.86万 | 加仓 |
| IWF | ISHARES TR | $229.68万 | 1.59% | 18,497 | -2,963 | -13.8% | -$36.79万 | 减仓 |
| MSFT | MICROSOFT CORP | $228.41万 | 1.58% | 6,123 | -148 | -2.4% | -$5.52万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $200.48万 | 1.39% | 4,198 | -151 | -3.5% | -$7.21万 | 减仓 |
| IWD | ISHARES TR | $178.38万 | 1.23% | 7,358 | -579 | -7.3% | -$14.04万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $175.49万 | 1.21% | 5,361 | 5 | 0.1% | $1,637 | 加仓 |
| AVGO | BROADCOM INC | $170.43万 | 1.18% | 4,512 | 413 | 10.1% | $15.60万 | 加仓 |
| META | META PLATFORMS INC | $147.44万 | 1.02% | 2,618 | 19 | 0.7% | $1.07万 | 加仓 |
| MS | MORGAN STANLEY | $109.88万 | 0.76% | 5,257 | -335 | -6.0% | -$7.00万 | 减仓 |
| GOOG | ALPHABET INC | $107.80万 | 0.75% | 3,051 | 12 | 0.4% | $4,240 | 加仓 |
| CSCO | CISCO SYS INC | $98.80万 | 0.68% | 8,411 | -402 | -4.6% | -$4.72万 | 减仓 |
| GOVT | ISHARES TR | $94.75万 | 0.66% | 41,592 | -1,099 | -2.6% | -$2.50万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $90.77万 | 0.63% | 4,053 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $79.60万 | 0.55% | 8,254 | -889 | -9.7% | -$8.57万 | 减仓 |
| WMT | WALMART INC | $78.26万 | 0.54% | 6,910 | 270 | 4.1% | $3.06万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $69.89万 | 0.48% | 691 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $69.41万 | 0.48% | 2,453 | 105 | 4.5% | $2.97万 | 加仓 |
| IFRA | ISHARES TR | $67.26万 | 0.47% | 10,670 | -1,455 | -12.0% | -$9.17万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $66.80万 | 0.46% | 26,256 | -1,608 | -5.8% | -$4.09万 | 减仓 |
| HD | HOME DEPOT INC | $65.66万 | 0.45% | 1,862 | 76 | 4.3% | $2.68万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $65.65万 | 0.45% | 3,256 | 259 | 8.6% | $5.22万 | 加仓 |
| V | VISA INC | $64.42万 | 0.45% | 1,878 | -5 | -0.3% | -$1,715 | 减仓 |
| UNP | UNION PAC CORP | $61.30万 | 0.42% | 2,254 | -120 | -5.1% | -$3.26万 | 减仓 |
| LLY | ELI LILLY & CO | $60.45万 | 0.42% | 504 | 13 | 2.6% | $1.56万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $60.29万 | 0.42% | 6,869 | -190 | -2.7% | -$1.67万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $58.58万 | 0.41% | 3,995 | 165 | 4.3% | $2.42万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $58.35万 | 0.40% | 1,166 | -7 | -0.6% | -$3,503 | 减仓 |
| PSX | PHILLIPS 66 | $57.94万 | 0.40% | 3,427 | -295 | -7.9% | -$4.99万 | 减仓 |
| LIN | LINDE PLC | $54.64万 | 0.38% | 1,053 | 97 | 10.1% | $5.03万 | 加仓 |
| TOST | TOAST INC | $52.82万 | 0.37% | 18,986 | 18,986 | — | $52.82万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $51.26万 | 0.35% | 3,822 | 345 | 9.9% | $4.63万 | 加仓 |
| PLD | PROLOGIS INC. | $50.18万 | 0.35% | 3,704 | -171 | -4.4% | -$2.32万 | 减仓 |
| ETN | EATON CORP PLC | $48.15万 | 0.33% | 1,130 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $48.13万 | 0.33% | 2,096 | 97 | 4.9% | $2.23万 | 加仓 |
| KVYO | KLAVIYO INC | $47.77万 | 0.33% | 31,634 | -3,105 | -8.9% | -$4.69万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $46.55万 | 0.32% | 1,120 | 28 | 2.6% | $1.16万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $46.50万 | 0.32% | 1,073 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $45.26万 | 0.31% | 1,500 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $44.01万 | 0.30% | 470 | -12 | -2.5% | -$1.12万 | 减仓 |
| TSLA | TESLA INC | $41.93万 | 0.29% | 997 | -20 | -2.0% | -$8,412 | 减仓 |
| ABT | ABBOTT LABORATORIES | $41.93万 | 0.29% | 4,621 | 632 | 15.8% | $5.73万 | 加仓 |
| VB | VANGUARD INDEX FDS | $41.65万 | 0.29% | 1,374 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $39.85万 | 0.28% | 1,178 | 12 | 1.0% | $4,059 | 加仓 |
| PEP | PEPSICO INC | $39.14万 | 0.27% | 2,891 | 14 | 0.5% | $1,895 | 加仓 |
| DE | DEERE & CO | $36.92万 | 0.26% | 582 | 16 | 2.8% | $1.01万 | 加仓 |
| SHE | SPDR SERIES TRUST | $34.05万 | 0.24% | 2,205 | -35 | -1.6% | -$5,405 | 减仓 |
| IUSV | ISHARES TR | $33.01万 | 0.23% | 2,997 | -84 | -2.7% | -$9,253 | 减仓 |
| ORCL | ORACLE CORP | $32.75万 | 0.23% | 2,235 | 12 | 0.5% | $1,759 | 加仓 |
| NSP | INSPERITY INC | $32.55万 | 0.23% | 7,879 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $32.16万 | 0.22% | 869 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $30.85万 | 0.21% | 3,885 | 259 | 7.1% | $2.06万 | 加仓 |
| IVV | ISHARES TR | $29.21万 | 0.20% | 390 | -94 | -19.4% | -$7.04万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $29.20万 | 0.20% | 253 | 253 | — | $29.20万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $28.14万 | 0.19% | 1,793 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $27.88万 | 0.19% | 480 | 480 | — | $27.88万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $27.86万 | 0.19% | 843 | -31 | -3.5% | -$1.02万 | 减仓 |
| QQQ | INVESCO QQQ TR | $27.54万 | 0.19% | 374 | -16 | -4.1% | -$1.18万 | 减仓 |
| CAT | CATERPILLAR INC | $26.62万 | 0.18% | 250 | 250 | — | $26.62万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $25.77万 | 0.18% | 1,015 | 35 | 3.6% | $8,885 | 加仓 |
| MCK | MCKESSON CORP | $25.24万 | 0.17% | 334 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $24.90万 | 0.17% | 507 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $24.87万 | 0.17% | 333 | -56 | -14.4% | -$4.18万 | 减仓 |
| CB | CHUBB LIMITED | $24.70万 | 0.17% | 725 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $24.69万 | 0.17% | 1,296 | -36 | -2.7% | -$6,858 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $23.97万 | 0.17% | 2,494 | 2,494 | — | $23.97万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $22.09万 | 0.15% | 741 | 741 | — | $22.09万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $21.89万 | 0.15% | 2,377 | 22 | 0.9% | $2,026 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $21.86万 | 0.15% | 5,622 | 307 | 5.8% | $1.19万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $21.31万 | 0.15% | 425 | -16 | -3.6% | -$8,023 | 减仓 |
| AON | AON PLC | $21.27万 | 0.15% | 641 | -69 | -9.7% | -$2.29万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $20.95万 | 0.14% | 3,188 | 3,188 | — | $20.95万 | 新建仓 |
| IWB | ISHARES TR | $20.72万 | 0.14% | 506 | 506 | — | $20.72万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $20.68万 | 0.14% | 972 | 972 | — | $20.68万 | 新建仓 |
| POWL | POWELL INDS INC | $20.36万 | 0.14% | 711 | 711 | — | $20.36万 | 新建仓 |
| BLK | BLACKROCK INC | $20.31万 | 0.14% | 211 | -3 | -1.4% | -$2,887 | 减仓 |
| SHM | SPDR SERIES TRUST | $0 | 0.00% | 0 | -46,590 | -100.0% | -$222.84万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,713 | -100.0% | -$54.50万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -2,497 | -100.0% | -$24.01万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -1,251 | -100.0% | -$21.22万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -1,075 | -100.0% | -$20.07万 | 清仓 |