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Clearstead Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Clearstead Advisors, LLC

报告期 2026-03-31 · CIK 0000842775

持仓数

2,241

前50大市值合计

$7.04B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VOO VANGUARD INDEX FDS

PUT

$989.4M

1,655,762

14.0%

PCAR PACCAR INC

COM

$563.3M

4,877,226

8.0%

MSFT MICROSOFT CORP

COM

$336.7M

909,557

4.8%

AAPL APPLE INC

COM

$291.9M

1,150,144

4.1%

IVV ISHARES TR

CORE S&P500 ETF

$285.8M

437,585

4.1%

IDEV ISHARES TR

CORE MSCI INTL

$255.1M

3,053,125

3.6%

IWF ISHARES TR

RUS 1000 GRW ETF

$229.8M

538,892

3.3%

VO VANGUARD INDEX FDS

MID CAP ETF

$203.8M

709,749

2.9%

AMZN AMAZON COM INC

COM

$192.9M

926,168

2.7%

DIHP DIMENSIONAL ETF TRUST

INTL HIGH PROFIT

$178.1M

5,528,400

2.5%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$174.2M

542,873

2.5%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$164.1M

252,353

2.3%

VTV VANGUARD INDEX FDS

VALUE ETF

$147.3M

750,841

2.1%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$141.7M

3,017,853

2.0%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$141.5M

3,100,372

2.0%

VB VANGUARD INDEX FDS

SMALL CP ETF

$137.5M

525,158

2.0%

NVDA NVIDIA CORPORATION

CALL

$135.5M

777,112

1.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$126.8M

660,464

1.8%

FNDA SCHWAB STRATEGIC TR

FUNDAMENTAL US S

$121.4M

3,742,921

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$115.6M

401,869

1.6%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$105.8M

2,714,734

1.5%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$99.9M

1,559,457

1.4%

DUHP DIMENSIONAL ETF TRUST

US HIGH PROFITAB

$99.8M

2,715,805

1.4%

IEFA ISHARES TR

CORE MSCI EAFE

$93.3M

1,031,127

1.3%

IXUS ISHARES TR

CORE MSCI TOTAL

$91.0M

1,050,229

1.3%

DLN WISDOMTREE TR

US LARGECAP DIVD

$87.2M

976,282

1.2%

JPM JPMORGAN CHASE & CO

COM

$85.3M

289,929

1.2%

CGGE CAPITAL GROUP GLOBAL EQUITY

SHS

$83.8M

2,749,114

1.2%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$74.8M

156,064

1.1%

IWR ISHARES TR

RUS MID CAP ETF

$74.7M

768,730

1.1%

GOOG ALPHABET INC

CAP STK CL C

$72.4M

252,461

1.0%

NSC NORFOLK SOUTHN CORP

COM

$71.8M

250,090

1.0%

SBUX STARBUCKS CORP

COM

$71.5M

798,248

1.0%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$70.0M

1,235,426

1.0%

BSCT INVESCO EXCH TRD SLF IDX FD

BULETSHS 2029

$67.4M

3,611,035

1.0%

BSCS INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 28

$66.5M

3,255,267

0.9%

CAT CATERPILLAR INC

COM

$65.3M

92,194

0.9%

JNJ JOHNSON & JOHNSON

COM

$64.1M

262,136

0.9%

BSCU INVESCO EXCH TRD SLF IDX FD

INVSCO 30 CORP

$63.9M

3,820,540

0.9%

IJH ISHARES TR

CORE S&P MCP ETF

$62.6M

927,593

0.9%

IJR ISHARES TR

CORE S&P SCP ETF

$61.1M

491,344

0.9%

COST COSTCO WHOLESALE CORPORATION

COM

$59.7M

59,884

0.8%

BSCX INVESCO EXCH TRD SLF IDX FD

INVESCO BULLETSH

$56.3M

2,662,099

0.8%

WMT WALMART INC

COM

$56.2M

452,253

0.8%

LLY ELI LILLY & CO

COM

$55.4M

60,181

0.8%

IWB ISHARES TR

RUS 1000 ETF

$53.2M

149,294

0.8%

AVGO BROADCOM INC

COM

$51.0M

164,679

0.7%

EFA ISHARES TR

MSCI EAFE ETF

$49.7M

511,505

0.7%

SCHR SCHWAB STRATEGIC TR

INT-TRM U.S TRES

$48.7M

1,954,043

0.7%

ESGU ISHARES TR

ESG AWR MSCI USA

$47.8M

337,896

0.7%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

39%前 6 大占比

VOO14.0%PCAR8.0%MSFT4.8%AAPL4.1%IVV4.1%IDEV3.6%