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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 92
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
QLD
PROSHARES TR
-$9.8M
634,844
+2%
增持
VOO
VANGUARD INDEX FDS
+$5.3M
413,203
+9%
增持
HD
HOME DEPOT INC
-$5.1M
46,769
+2%
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
ILCG
ISHARES TR
-$5.0M
867,548
+1%
增持
RWR
SPDR SER TR
+$4.7M
44,760
+893%
增持
IEMG
ISHARES INC
+$4.2M
91,994
+530%
增持
VB
VANGUARD INDEX FDS
+$3.5M
111,139
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.3M
41,404
+10%
增持
—
EXXON MOBIL CORP
+$2.5M
113,661
+1%
增持
QQQ
INVESCO QQQ TR
-$2.3M
102,053
+3%
增持
ABT
ABBOTT LABS
-$2.0M
89,737
+0%
增持
IVW
ISHARES TR
+$2.0M
93,747
+51%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
21,717
+31%
增持
ABBV
ABBVIE INC
+$1.7M
60,928
+1%
增持
—
FORTRESS TRANS INFRST INVS L
+$1.7M
184,112
+76%
增持
EFG
ISHARES TR
+$1.7M
17,479
+17920%
减持
CVX
CHEVRON CORP NEW
+$1.6M
35,801
-1%
减持
IEFA
ISHARES TR
-$1.6M
71,979
-18%
减持
IWV
ISHARES TR
-$1.5M
94,612
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.4M
48,589
-0%
增持
TSLA
TESLA INC
+$1.4M
13,608
+8%
增持
ARCC
ARES CAPITAL CORP
+$1.4M
383,678
+22%
增持
JPM
JPMORGAN CHASE & CO
-$1.3M
97,666
+6%
减持
NKE
NIKE INC
-$1.3M
39,488
-0%
减持
MMM
3M CO
-$1.3M
26,386
-10%
增持
VO
VANGUARD INDEX FDS
-$1.3M
200,965
+4%
增持
MSFT
MICROSOFT CORP
-$1.3M
154,514
+6%
减持
PH
PARKER-HANNIFIN CORP
-$1.2M
7,691
-28%
增持
—
STERIS PLC
+$1.2M
26,400
+23%
减持
—
AMCOR PLC
-$1.1M
254,523
-24%
增持
IWB
ISHARES TR
+$1.1M
50,633
+16%
增持
AAPL
APPLE INC
+$1.1M
350,143
+4%
增持
SHW
SHERWIN WILLIAMS CO
-$1.1M
12,415
+4%
增持
V
VISA INC
+$1.0M
34,023
+13%
减持
DIS
DISNEY WALT CO
-$1.0M
54,273
-1%
增持
DE
DEERE & CO
+$1.0M
6,491
+32%
增持
TOST
TOAST INC
+$990.0K
55,153
+819%
增持
IVV
ISHARES TR
-$982.0K
56,080
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$973.0K
50,392
-0%
增持
CSCO
CISCO SYS INC
-$957.0K
164,092
+3%
建仓
—
DISCOVER FINL SVCS
+$950.0K
8,626
减持
SCZ
ISHARES TR
-$896.0K
11,506
-49%
增持
—
MEDTRONIC PLC
+$878.0K
21,656
+47%
增持
LLY
LILLY ELI & CO
+$877.0K
19,490
+14%
减持
PGR
PROGRESSIVE CORP
+$871.0K
78,745
-0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$859.0K
75,048
+1%
减持
IWR
ISHARES TR
-$838.0K
136,115
-1%
减持
PEP
PEPSICO INC
-$825.0K
74,648
-3%
减持
DVY
ISHARES TR
-$815.0K
25,880
-23%
增持
PFE
PFIZER INC
-$813.0K
144,591
+3%
增持
JNJ
JOHNSON & JOHNSON
+$796.0K
67,808
+3%
增持
MRK
MERCK & CO INC
+$757.0K
93,164
+4%
减持
SDY
SPDR SER TR
-$744.0K
154,815
-3%
建仓
SHEL
SHELL PLC
+$742.0K
13,513
增持
VCLT
VANGUARD SCOTTSDALE FDS
-$736.0K
60,504
+0%
减持
EEM
ISHARES TR
-$735.0K
47,695
-19%
减持
SNOW
SNOWFLAKE INC
-$732.0K
3,436
-23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$731.0K
38,129
+20%
减持
IWO
ISHARES TR
-$729.0K
1,331
-64%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$696.0K
84,130
+31%
建仓
RGA
REINSURANCE GRP OF AMERICA I
+$693.0K
6,331
减持
ARKK
ARK ETF TR
-$691.0K
24,366
-0%
减持
EFA
ISHARES TR
-$662.0K
110,333
-1%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$658.0K
110,329
-5%
增持
FHN
FIRST HORIZON CORPORATION
+$652.0K
28,763
+1832%
增持
PPG
PPG INDS INC
-$651.0K
16,268
+1%
增持
AXP
AMERICAN EXPRESS CO
+$648.0K
18,705
+7%
增持
BDX
BECTON DICKINSON & CO
+$645.0K
4,435
+109%
增持
AMGN
AMGEN INC
+$640.0K
16,762
+10%
增持
UNH
UNITEDHEALTH GROUP INC
+$615.0K
15,272
+7%
增持
CINF
CINCINNATI FINL CORP
+$608.0K
8,848
+69%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$607.0K
80,064
-12%
减持
USO
UNITED STS OIL FD LP
-$601.0K
52,083
-37%
增持
KO
COCA COLA CO
+$594.0K
100,492
+6%
减持
SHOP
SHOPIFY INC
-$591.0K
774
-4%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$587.0K
26,126
+1%
清仓
—
ROYAL DUTCH SHELL PLC
-$584.0K
0
-100%
增持
SONY
SONY GROUP CORPORATION
+$571.0K
5,774
+3090%
减持
—
BROOKFIELD INFRAST PARTNERS
-$571.0K
12,407
-46%
清仓
IEF
ISHARES TR
-$570.0K
0
-100%
增持
EMXC
ISHARES INC
+$562.0K
15,139
+188%
建仓
—
WILLIS TOWERS WATSON PLC LTD
+$553.0K
2,341
建仓
GL
GLOBE LIFE INC
+$543.0K
5,400
减持
—
EATON CORP PLC
-$538.0K
16,671
-6%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$525.0K
13,721
-0%
增持
WEX
WEX INC
+$517.0K
3,449
+393%
增持
LMT
LOCKHEED MARTIN CORP
+$504.0K
4,668
+7%
增持
IBN
ICICI BANK LIMITED
+$499.0K
28,454
+1323%
建仓
CNC
CENTENE CORP DEL
+$491.0K
5,831
增持
VNQ
VANGUARD INDEX FDS
-$489.0K
73,197
+1%
减持
AGG
ISHARES TR
-$489.0K
4,313
-48%
增持
PG
PROCTER AND GAMBLE CO
-$481.0K
79,766
+3%
增持
—
ARCH CAP GROUP LTD
+$479.0K
10,334
+2099%
增持
MCD
MCDONALDS CORP
-$468.0K
25,132
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$463.0K
20,699
+12%
减持
PATH
UIPATH INC
-$448.0K
19,974
-2%
减持
RPM
RPM INTL INC
-$442.0K
268
-94%
减持
IWN
ISHARES TR
-$440.0K
8,001
-23%
建仓
HOOD
ROBINHOOD MKTS INC
+$435.0K
32,210
增持
MLM
MARTIN MARIETTA MATLS INC
+$420.0K
1,128
+3425%
增持
FIS
FIDELITY NATL INFORMATION SV
+$420.0K
7,691
+139%
增持
LOW
LOWES COS INC
-$411.0K
17,223
+14%
减持
MU
MICRON TECHNOLOGY INC
-$408.0K
21,248
-4%
减持
TJX
TJX COS INC NEW
-$385.0K
24,167
-1%
增持
—
TE CONNECTIVITY LTD
+$372.0K
4,855
+197%
增持
GLD
SPDR GOLD TR
+$366.0K
24,229
+3%
增持
CARR
CARRIER GLOBAL CORPORATION
+$366.0K
17,851
+114%
建仓
ELAN
ELANCO ANIMAL HEALTH INC
+$363.0K
13,929
建仓
RELX
RELX PLC
+$360.0K
11,573
增持
UNP
UNION PAC CORP
+$360.0K
11,123
+5%
增持
TGT
TARGET CORP
-$360.0K
25,922
+2%
减持
—
BROOKFIELD INFRASTRUCTURE CO
+$358.0K
61,113
-2%
减持
VXF
VANGUARD INDEX FDS
-$358.0K
19,905
-0%
增持
DHR
DANAHER CORPORATION
-$352.0K
14,253
+3%
增持
URI
UNITED RENTALS INC
+$351.0K
2,123
+75%
增持
SYK
STRYKER CORPORATION
+$340.0K
11,313
+13%
增持
APD
AIR PRODS & CHEMS INC
-$330.0K
6,316
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$323.0K
5,387
-5%
减持
ADSK
AUTODESK INC
-$317.0K
526
-66%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$312.0K
73,482
-1%
增持
SCHX
SCHWAB STRATEGIC TR
-$311.0K
13,540
+48%
增持
MO
ALTRIA GROUP INC
+$310.0K
52,354
+2%
增持
T
AT&T INC
+$309.0K
92,648
+21%
建仓
—
II-VI INC
+$307.0K
4,238
增持
AMT
AMERICAN TOWER CORP NEW
-$306.0K
10,679
+4%
减持
CL
COLGATE PALMOLIVE CO
-$304.0K
26,382
-2%
增持
PYPL
PAYPAL HLDGS INC
-$304.0K
17,577
+42%
建仓
RL
RALPH LAUREN CORP
+$299.0K
2,637
增持
PANW
PALO ALTO NETWORKS INC
+$298.0K
2,086
+16%
减持
IDXX
IDEXX LABS INC
-$296.0K
1,515
-11%
增持
F
FORD MTR CO DEL
-$293.0K
84,906
+2%
增持
VTI
VANGUARD INDEX FDS
-$293.0K
30,219
+2%
增持
META
META PLATFORMS INC
-$291.0K
17,079
+40%
增持
NDSN
NORDSON CORP
-$286.0K
10,903
+1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$284.0K
1,814
+11993%
增持
IWD
ISHARES TR
+$280.0K
14,453
+15%
增持
BMRN
BIOMARIN PHARMACEUTICAL INC
+$278.0K
3,649
+10036%
建仓
OMF
ONEMAIN HLDGS INC
+$276.0K
5,816
减持
HON
HONEYWELL INTL INC
-$275.0K
15,837
-2%
增持
USMV
ISHARES TR
-$275.0K
162,642
+2%
增持
—
CHUBB LIMITED
+$274.0K
10,532
+3%
增持
GOOG
ALPHABET INC
+$268.0K
2,943
+7%
清仓
SHM
SPDR SER TR
-$267.0K
0
-100%
减持
—
BROOKFIELD RENEWABLE PARTNER
-$264.0K
251
-97%
增持
CAT
CATERPILLAR INC
+$262.0K
3,048
+51%
增持
INTU
INTUIT
-$261.0K
2,138
+7%
增持
—
NXP SEMICONDUCTORS N V
-$260.0K
6,779
+2%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$256.0K
6,124
+39%
增持
IAU
GOLD TR
+$255.0K
39,112
+15%
增持
VDC
VANGUARD WORLD FDS
+$248.0K
3,045
+74%
