Cliftonlarsonallen Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Cliftonlarsonallen Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 253 只证券，申报市值合计 76.07 亿美元。前几大持仓：VOO（21.25%）、VEA（10.35%）、SPHQ（8.72%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $1.62B | 21.25% | 2.4M | 增持 |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | $787.6M | 10.35% | 11.1M | 增持 |
| 3 | SPHQ | INVESCO EXCHANGE TRADED FD T | $663.6M | 8.72% | 7.4M | 增持 |
| 4 | VTEB | VANGUARD MUN BD FDS | $323.4M | 4.25% | 6.4M | 增持 |
| 5 | SPSM | SPDR SERIES TRUST | $289.6M | 3.81% | 5.0M | 增持 |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | $252.2M | 3.31% | 4.2M | 增持 |
| 7 | SPAB | SPDR SERIES TRUST | $249.8M | 3.28% | 9.8M | 增持 |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | $247.5M | 3.25% | 4.2M | 增持 |
| 9 | MBB | ISHARES TR | $185.0M | 2.43% | 2.0M | 增持 |
| 10 | NOBL | PROSHARES TR | $150.9M | 1.98% | 2.7M | 增持 |
| 11 | SPIB | SPDR SERIES TRUST | $148.9M | 1.96% | 4.5M | 增持 |
| 12 | FLMI | FRANKLIN TEMPLETON ETF TR | $131.4M | 1.73% | 5.2M | 减持 |
| 13 | BINC | BLACKROCK ETF TRUST II | $115.6M | 1.52% | 2.2M | 增持 |
| 14 | SPYG | SPDR SERIES TRUST | $108.5M | 1.43% | 911,956 | 减持 |
| 15 | IVW | ISHARES TR | $104.8M | 1.38% | 762,341 | 减持 |
| 16 | PZA | INVESCO EXCH TRADED FD TR II | $100.8M | 1.33% | 4.3M | 减持 |
| 17 | IEFA | ISHARES TR | $96.0M | 1.26% | 993,547 | 减持 |
| 18 | IVE | ISHARES TR | $84.0M | 1.10% | 369,816 | 减持 |
| 19 | DFAC | DIMENSIONAL ETF TRUST | $74.5M | 0.98% | 1.7M | 减持 |
| 20 | SCHB | SCHWAB STRATEGIC TR | $73.2M | 0.96% | 2.5M | 减持 |
| 21 | VTI | VANGUARD INDEX FDS | $70.6M | 0.93% | 190,730 | 增持 |
| 22 | PFF | ISHARES TR | $62.6M | 0.82% | 2.1M | 增持 |
| 23 | JIRE | J P MORGAN EXCHANGE TRADED F | $61.5M | 0.81% | 745,277 | 增持 |
| 24 | QUAL | ISHARES TR | $55.7M | 0.73% | 253,901 | 减持 |
| 25 | AAPL | APPLE INC | $50.8M | 0.67% | 175,697 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR