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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
$7.04B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 78
减持 50
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$6.9M
65,150
增持
ARCC
ARES CAPITAL CORP
+$4.9M
292,708
+458%
增持
USO
UNITED STS OIL FD LP
+$3.8M
82,043
+657%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VTI
VANGUARD INDEX FDS
+$3.2M
26,547
+119%
增持
QLD
PROSHARES TR
+$2.6M
587,196
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.9M
29,629
+2674%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.7M
101,322
+55%
增持
VO
VANGUARD INDEX FDS
+$1.7M
213,267
+4%
增持
JPM
JPMORGAN CHASE & CO
+$1.7M
198,737
+0%
增持
ILCG
ISHARES TR
+$1.6M
851,560
+2%
增持
MO
ALTRIA GROUP INC
+$1.5M
53,046
+186%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.5M
50,604
+68%
减持
USMV
ISHARES TR
-$1.5M
169,838
-10%
增持
ZION
ZIONS BANCORPORATION N A
+$1.4M
121,643
+5%
增持
TSLA
TESLA INC
+$1.4M
13,995
+0%
增持
IVV
ISHARES TR
+$1.3M
54,491
+6%
减持
—
EXXON MOBIL CORP
-$1.3M
114,590
-10%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
4,249
+15075%
减持
WFC
WELLS FARGO CO NEW
-$1.2M
61,024
-31%
建仓
MINT
PIMCO ETF TR
+$1.2M
11,342
增持
—
FORTRESS TRANS INFRST INVS L
+$1.1M
57,548
+482%
减持
SDY
SPDR SER TR
-$1.1M
164,093
-2%
清仓
—
GENERAL ELECTRIC CO
-$1.1M
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$1.1M
10,534
减持
—
STERIS PLC
-$1.1M
21,583
-18%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$1.0M
65,443
-0%
增持
COST
COSTCO WHSL CORP NEW
+$990.0K
15,290
+3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$988.0K
33,440
-8%
增持
SCHE
SCHWAB STRATEGIC TR
+$983.0K
32,592
+10117%
增持
VGT
VANGUARD WORLD FDS
+$965.0K
2,517
+2127%
建仓
PATH
UIPATH INC
+$946.0K
17,977
增持
VOO
VANGUARD INDEX FDS
+$926.0K
383,020
+0%
减持
GOOGL
ALPHABET INC
+$922.0K
5,199
-2%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$849.0K
12,649
+493%
减持
BABA
ALIBABA GROUP HLDG LTD
-$786.0K
4,951
-26%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$777.0K
48,965
-1%
增持
QQQ
INVESCO QQQ TR
+$771.0K
98,742
+1%
增持
PEP
PEPSICO INC
+$748.0K
76,025
+5%
建仓
VTV
VANGUARD INDEX FDS
+$707.0K
5,221
增持
T
AT&T INC
+$694.0K
93,486
+47%
减持
MSFT
MICROSOFT CORP
-$676.0K
142,714
-5%
减持
IWR
ISHARES TR
-$670.0K
140,737
-5%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$649.0K
14,154
-0%
减持
KO
COCA COLA CO
-$643.0K
93,472
-9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$642.0K
39,434
+61%
建仓
SPYM
SPDR SER TR
+$620.0K
12,285
减持
TGT
TARGET CORP
-$619.0K
24,873
-5%
增持
AMZN
AMAZON COM INC
-$597.0K
4,243
+0%
减持
BNY
BANK NEW YORK MELLON CORP
-$596.0K
1,313
-90%
减持
NKE
NIKE INC
-$553.0K
38,895
-3%
减持
INTC
INTEL CORP
-$551.0K
155,508
-1%
减持
DIS
DISNEY WALT CO
-$546.0K
52,374
-2%
增持
MMM
3M CO
-$535.0K
28,056
+2%
增持
IJH
ISHARES TR
-$526.0K
94,183
+0%
建仓
RICK
RCI HOSPITALITY HLDGS INC
+$520.0K
7,594
减持
AAPL
APPLE INC
+$518.0K
356,734
-2%
增持
CRM
SALESFORCE COM INC
+$508.0K
10,367
+10%
增持
VB
VANGUARD INDEX FDS
-$504.0K
84,233
+0%
增持
IJK
ISHARES TR
+$497.0K
25,801
+35%
增持
—
BROOKFIELD ASSET MGMT INC
+$496.0K
12,188
+299%
清仓
PJUL
INNOVATOR ETFS TR
-$491.0K
0
-100%
建仓
QAI
INDEXIQ ETF TR
+$479.0K
15,068
减持
PPG
PPG INDS INC
-$471.0K
16,155
-1%
增持
IJR
ISHARES TR
+$471.0K
103,958
+8%
减持
IWV
ISHARES TR
-$470.0K
94,706
-2%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$463.0K
72,753
+2%
增持
BP
BP PLC
+$455.0K
29,638
+121%
减持
DVY
ISHARES TR
-$454.0K
33,545
-9%
增持
PH
PARKER-HANNIFIN CORP
+$452.0K
10,469
+30%
增持
PWR
QUANTA SVCS INC
+$451.0K
4,000
+9656%
减持
CL
COLGATE PALMOLIVE CO
-$442.0K
26,930
-12%
增持
VNQ
VANGUARD INDEX FDS
+$435.0K
74,302
+6%
增持
AMGN
AMGEN INC
-$427.0K
15,161
+1%
建仓
BBCA
J P MORGAN EXCHANGE-TRADED F
+$426.0K
6,766
减持
BNL
BROADSTONE NET LEASE INC
-$414.0K
27,542
-41%
增持
SLV
ISHARES SILVER TR
+$387.0K
25,682
+344%
增持
XLV
SELECT SECTOR SPDR TR
+$383.0K
7,135
+71%
减持
UNH
UNITEDHEALTH GROUP INC
-$377.0K
13,624
-4%
建仓
XLC
SELECT SECTOR SPDR TR
+$352.0K
4,396
减持
GOOG
ALPHABET INC
+$345.0K
2,816
-1%
增持
ARKK
ARK ETF TR
-$343.0K
28,732
+7%
增持
KEY
KEYCORP
+$336.0K
296,020
+1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$329.0K
59,309
-5%
增持
XLY
SELECT SECTOR SPDR TR
+$324.0K
2,044
+755%
清仓
—
BARCLAYS BANK PLC
-$323.0K
0
-100%
增持
PATK
PATRICK INDS INC
+$322.0K
4,454
+560%
减持
BA
BOEING CO
-$321.0K
3,175
-25%
增持
SPYV
SPDR SER TR
+$321.0K
9,169
+867%
减持
JNJ
JOHNSON & JOHNSON
-$318.0K
62,794
-1%
减持
PFE
PFIZER INC
+$317.0K
131,031
-4%
减持
—
U S SILICA HLDGS INC
-$314.0K
19,052
-53%
增持
XLF
SELECT SECTOR SPDR TR
+$314.0K
22,276
+56%
减持
EFA
ISHARES TR
-$313.0K
109,652
-2%
减持
ORCL
ORACLE CORP
+$312.0K
50,391
-4%
减持
PG
PROCTER AND GAMBLE CO
+$308.0K
75,649
-1%
增持
TDOC
TELADOC HEALTH INC
+$297.0K
2,513
+1789%
增持
BX
BLACKSTONE INC
+$297.0K
14,083
+2%
减持
HD
HOME DEPOT INC
+$295.0K
46,102
-1%
减持
MU
MICRON TECHNOLOGY INC
-$295.0K
20,647
-0%
减持
MA
MASTERCARD INCORPORATED
-$293.0K
14,629
-1%
增持
MCD
MCDONALDS CORP
+$289.0K
24,101
+1%
减持
SQ
SQUARE INC
-$276.0K
4,546
-19%
减持
NVS
NOVARTIS AG
-$273.0K
24,718
-2%
增持
AMAT
APPLIED MATLS INC
-$266.0K
22,373
+1%
清仓
JEF
JEFFERIES FINL GROUP INC
-$254.0K
0
-100%
增持
UNP
UNION PAC CORP
-$252.0K
10,688
+0%
建仓
SPYG
SPDR SER TR
+$246.0K
3,839
增持
PYPL
PAYPAL HLDGS INC
-$240.0K
11,859
+4%
减持
VXUS
VANGUARD STAR FDS
-$232.0K
4,577
-42%
减持
UPS
UNITED PARCEL SERVICE INC
-$230.0K
8,420
-1%
增持
IXUS
ISHARES TR
+$228.0K
5,785
+132%
建仓
QLTA
ISHARES TR
+$222.0K
3,934
增持
RF
REGIONS FINANCIAL CORP NEW
+$222.0K
16,840
+149%
增持
XLI
SELECT SECTOR SPDR TR
+$221.0K
3,200
+258%
增持
AVGO
BROADCOM INC
+$220.0K
2,228
+24%
增持
—
CHUBB LIMITED
+$214.0K
10,586
+4%
增持
NFLX
NETFLIX INC
+$208.0K
852
+44%
减持
SNOW
SNOWFLAKE INC
+$205.0K
5,161
-8%
增持
LECO
LINCOLN ELEC HLDGS INC
-$198.0K
67,618
+0%
建仓
VMBS
VANGUARD SCOTTSDALE FDS
+$196.0K
3,683
增持
PANW
PALO ALTO NETWORKS INC
+$196.0K
1,545
+5%
增持
ITW
ILLINOIS TOOL WKS INC
-$194.0K
12,161
+0%
增持
IVW
ISHARES TR
+$194.0K
62,018
+3%
增持
IJT
ISHARES TR
+$194.0K
5,697
+38%
减持
CVX
CHEVRON CORP NEW
-$193.0K
35,443
-2%
增持
—
ATLASSIAN CORP PLC
+$191.0K
528
+738%
增持
IEMG
ISHARES INC
+$191.0K
16,523
+34%
建仓
BXMT
BLACKSTONE MTG TR INC
+$191.0K
6,300
增持
V
VISA INC
-$181.0K
28,862
+2%
增持
MRK
MERCK & CO INC
-$180.0K
87,387
+1%
减持
NDSN
NORDSON CORP
+$179.0K
10,819
-1%
减持
DHR
DANAHER CORPORATION
+$179.0K
12,751
-8%
增持
SCHX
SCHWAB STRATEGIC TR
+$176.0K
6,775
+33%
减持
CSCO
CISCO SYS INC
+$174.0K
157,059
-1%
增持
NDAQ
NASDAQ INC
+$173.0K
902
+12786%
增持
SE
SEA LTD
+$165.0K
654
+322%
增持
STIP
ISHARES TR
+$165.0K
2,031
+331%
增持
EEM
ISHARES TR
-$157.0K
35,566
+1%
建仓
XLRE
SELECT SECTOR SPDR TR
+$155.0K
3,482
增持
Z
ZILLOW GROUP INC
-$152.0K
5,556
+6%
增持
AGZ
ISHARES TR
+$152.0K
1,636
+362%
清仓
GBDC
GOLUB CAP BDC INC
-$145.0K
0
-100%
清仓
—
SPLUNK INC
-$144.0K
0
-100%
增持
XLP
SELECT SECTOR SPDR TR
+$143.0K
2,252
+1165%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$140.0K
9,466
-0%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$140.0K
17,051
-9%
减持
AXP
AMERICAN EXPRESS CO
-$138.0K
17,723
-6%
增持
INTU
INTUIT
+$137.0K
1,913
+5%
增持
SYK
STRYKER CORPORATION
+$136.0K
8,938
+5%
清仓
—
SLACK TECHNOLOGIES INC
-$136.0K
0
-100%
