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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 8
增持 90
减持 50
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
JPM
JPMORGAN CHASE & CO
-$17.9M
92,245
-54%
减持
VOO
VANGUARD INDEX FDS
+$15.2M
380,788
-1%
增持
QLD
PROSHARES TR
+$12.7M
622,638
+6%
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。
减持
AAPL
APPLE INC
+$9.6M
338,086
-5%
增持
MSFT
MICROSOFT CORP
+$8.7M
145,362
+2%
减持
ZION
ZIONS BANCORPORATION N A
-$7.2M
5,981
-95%
增持
ILCG
ISHARES TR
+$5.6M
855,188
+0%
增持
—
AMCOR PLC
+$4.0M
334,991
+18246%
减持
HD
HOME DEPOT INC
+$4.0M
46,024
-0%
减持
QQQ
INVESCO QQQ TR
+$3.9M
98,657
-0%
增持
IVV
ISHARES TR
+$2.9M
55,400
+2%
增持
PFE
PFIZER INC
+$2.7M
140,518
+7%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.6M
28,893
+476%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
16,491
+8%
减持
BAC
BK OF AMERICA CORP
-$2.4M
54,819
-52%
减持
TSLA
TESLA INC
+$2.4M
12,553
-10%
增持
ABT
ABBOTT LABS
+$2.3M
89,578
+3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.3M
50,447
-1%
增持
GOOGL
ALPHABET INC
+$2.2M
5,546
+7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
37,762
+13%
减持
IWV
ISHARES TR
+$2.1M
94,702
-0%
增持
PG
PROCTER AND GAMBLE CO
+$2.1M
77,446
+2%
增持
ABBV
ABBVIE INC
+$1.9M
60,182
+4%
增持
PEP
PEPSICO INC
+$1.9M
76,680
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
14,285
+5%
增持
VB
VANGUARD INDEX FDS
+$1.7M
89,236
+6%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.7M
48,799
-0%
增持
—
FORTRESS TRANS INFRST INVS L
+$1.6M
104,406
+81%
增持
CSCO
CISCO SYS INC
+$1.6M
159,488
+2%
减持
VO
VANGUARD INDEX FDS
-$1.4M
192,543
-10%
增持
IWD
ISHARES TR
+$1.4M
12,618
+189%
减持
SDY
SPDR SER TR
+$1.3M
159,360
-3%
增持
VTI
VANGUARD INDEX FDS
+$1.3M
29,708
+12%
增持
VBR
VANGUARD INDEX FDS
+$1.2M
7,762
+769%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.2M
64,394
+63%
增持
AMZN
AMAZON COM INC
+$1.2M
4,538
+7%
增持
VOT
VANGUARD INDEX FDS
+$1.2M
4,856
+1949%
清仓
MINT
PIMCO ETF TR
-$1.2M
0
-100%
增持
EEM
ISHARES TR
+$1.1M
59,126
+66%
建仓
DGS
WISDOMTREE TR
+$1.1M
20,558
增持
JNJ
JOHNSON & JOHNSON
+$1.1M
65,601
+4%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
565
-87%
减持
NVDA
NVIDIA CORPORATION
-$1.0M
7,092
-53%
增持
—
ACCENTURE PLC IRELAND
+$1.0M
5,420
+44%
增持
SCZ
ISHARES TR
+$1.0M
22,698
+164%
增持
IWB
ISHARES TR
+$992.0K
43,654
+0%
增持
NKE
NIKE INC
+$947.0K
39,574
+2%
增持
SUSA
ISHARES TR
+$941.0K
8,946
+8846%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$929.0K
74,147
+25%
增持
LOW
LOWES COS INC
+$882.0K
15,060
+1%
增持
MCD
MCDONALDS CORP
+$872.0K
24,929
+3%
减持
ARKK
ARK ETF TR
-$870.0K
24,379
-15%
减持
IJH
ISHARES TR
+$867.0K
90,588
-4%
增持
SHW
SHERWIN WILLIAMS CO
+$864.0K
11,910
+0%
减持
VNQ
VANGUARD INDEX FDS
+$859.0K
72,590
-2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$846.0K
25,985
+3%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$841.0K
116,673
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$817.0K
31,746
+5%
减持
—
STERIS PLC
+$815.0K
21,460
-1%
增持
IWN
ISHARES TR
+$786.0K
10,426
+77%
减持
PGR
PROGRESSIVE CORP
+$785.0K
78,956
-2%
增持
ITW
ILLINOIS TOOL WKS INC
+$773.0K
13,315
+9%
增持
NEE
NEXTERA ENERGY INC
+$768.0K
40,233
+6%
增持
SPY
SPDR S&P 500 ETF TR
+$766.0K
16,553
+0%
增持
PYPL
PAYPAL HLDGS INC
-$749.0K
12,391
+4%
增持
IWO
ISHARES TR
+$742.0K
3,647
+228%
增持
KO
COCA COLA CO
+$732.0K
95,188
+2%
减持
BP
BP PLC
-$718.0K
3,438
-88%
增持
IWF
ISHARES TR
+$714.0K
7,778
+28%
增持
IJR
ISHARES TR
+$712.0K
105,348
+1%
增持
ARCC
ARES CAPITAL CORP
+$692.0K
313,500
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$662.0K
4,978
+265%
减持
IEFA
ISHARES TR
-$652.0K
87,806
-10%
增持
DHR
DANAHER CORPORATION
+$651.0K
13,777
+8%
减持
T
AT&T INC
-$645.0K
76,440
-18%
增持
CVX
CHEVRON CORP NEW
+$641.0K
36,104
+2%
减持
LLY
LILLY ELI & CO
+$636.0K
17,031
-3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$628.0K
1,887
+71%
增持
EFV
ISHARES TR
+$613.0K
19,279
+174%
增持
AVGO
BROADCOM INC
+$611.0K
2,542
+14%
减持
VTV
VANGUARD INDEX FDS
-$605.0K
695
-87%
减持
LECO
LINCOLN ELEC HLDGS INC
+$597.0K
66,720
-1%
增持
MU
MICRON TECHNOLOGY INC
+$597.0K
22,147
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$593.0K
74,589
+23%
建仓
DEM
WISDOMTREE TR
+$592.0K
13,670
增持
NEM
NEWMONT CORP
+$589.0K
9,961
+1741%
建仓
CRBN
ISHARES TR
+$585.0K
3,364
减持
UNP
UNION PAC CORP
+$584.0K
10,635
-0%
增持
F
FORD MTR CO DEL
+$555.0K
83,258
+0%
增持
—
EATON CORP PLC
+$544.0K
17,750
+5%
增持
KEY
KEYCORP
+$531.0K
299,673
+1%
减持
ARKG
ARK ETF TR
-$529.0K
10,668
-33%
增持
SCHM
SCHWAB STRATEGIC TR
+$528.0K
54,790
+8%
增持
AGG
ISHARES TR
+$513.0K
8,332
+118%
减持
ARKW
ARK ETF TR
-$495.0K
4,607
-39%
增持
USB
US BANCORP DEL
+$484.0K
17,165
+113%
减持
Z
ZILLOW GROUP INC
-$483.0K
108
-98%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$476.0K
60,494
-7%
减持
PPG
PPG INDS INC
+$473.0K
16,138
-0%
增持
PH
PARKER-HANNIFIN CORP
+$472.0K
10,683
+2%
减持
IWR
ISHARES TR
+$452.0K
138,057
-2%
增持
ORCL
ORACLE CORP
+$446.0K
55,459
+10%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$446.0K
13,775
+10%
减持
GOOG
ALPHABET INC
+$446.0K
2,748
-2%
减持
AMAT
APPLIED MATLS INC
+$442.0K
21,111
-6%
减持
ARKQ
ARK ETF TR
-$437.0K
8,176
-40%
减持
MBCN
MIDDLEFIELD BANC CORP
-$433.0K
56,232
-27%
增持
GLD
SPDR GOLD TR
+$423.0K
23,463
+7%
增持
ADSK
AUTODESK INC
+$422.0K
1,530
+5176%
减持
ARKF
ARK ETF TR
-$415.0K
11,832
-35%
减持
USMV
ISHARES TR
+$408.0K
159,347
-6%
清仓
—
COVANTA HLDG CORP
-$402.0K
0
-100%
减持
CSX
CSX CORP
+$399.0K
53,503
-1%
增持
DIS
DISNEY WALT CO
-$398.0K
54,629
+4%
减持
CMCSA
COMCAST CORP NEW
-$390.0K
39,224
-7%
减持
GILD
GILEAD SCIENCES INC
-$386.0K
1,070
-84%
增持
AMT
AMERICAN TOWER CORP NEW
+$381.0K
10,220
+4%
增持
—
BLACKROCK INC
+$381.0K
2,211
+13%
增持
AFL
AFLAC INC
+$379.0K
6,620
+3961%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$356.0K
13,630
增持
ROP
ROPER TECHNOLOGIES INC
+$352.0K
989
+229%
建仓
VDC
VANGUARD WORLD FDS
+$349.0K
1,745
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$341.0K
23,487
-21%
增持
SQ
BLOCK INC
-$339.0K
4,652
+2%
增持
SCHX
SCHWAB STRATEGIC TR
+$335.0K
9,138
+35%
减持
—
BROOKFIELD INFRASTRUCTURE CO
+$333.0K
62,292
-5%
减持
SCHE
SCHWAB STRATEGIC TR
-$330.0K
22,379
-31%
增持
IWM
ISHARES TR
+$330.0K
26,686
+4%
增持
APH
AMPHENOL CORP NEW
+$329.0K
7,374
+71%
增持
SYK
STRYKER CORPORATION
+$328.0K
10,042
+12%
增持
CVS
CVS HEALTH CORP
+$328.0K
12,717
+10%
增持
MRK
MERCK & CO INC
+$323.0K
89,856
+3%
建仓
EMXC
ISHARES INC
+$319.0K
5,258
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$317.0K
74,122
+2%
减持
VPL
VANGUARD INTL EQUITY INDEX F
-$309.0K
9,182
-27%
减持
GPN
GLOBAL PMTS INC
-$307.0K
3,310
-31%
减持
QCOM
QUALCOMM INC
+$302.0K
6,985
-8%
增持
TJX
TJX COS INC NEW
+$298.0K
24,353
+4%
减持
TDOC
TELADOC HEALTH INC
-$294.0K
275
-89%
增持
MDLZ
MONDELEZ INTL INC
+$288.0K
10,747
+47%
建仓
PNOV
INNOVATOR ETFS TR
+$287.0K
9,250
增持
MMM
3M CO
+$286.0K
29,321
+5%
增持
DVY
ISHARES TR
+$283.0K
33,695
+0%
增持
SBUX
STARBUCKS CORP
+$276.0K
11,246
+19%
增持
CL
COLGATE PALMOLIVE CO
+$270.0K
27,009
+0%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$267.0K
9,226
增持
FISV
FISERV INC
+$265.0K
12,482
+31%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$261.0K
756
+107%
增持
PANW
PALO ALTO NETWORKS INC
+$261.0K
1,798
+16%
减持
APD
AIR PRODS & CHEMS INC
+$260.0K
6,272
-3%
