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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 3
增持 95
减持 49
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
-$24.2M
424,701
+3%
减持
QLD
PROSHARES TR
-$21.0M
594,351
-6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$14.2M
258,356
+10611%
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
ILCG
ISHARES TR
-$13.4M
858,882
-1%
增持
AAPL
APPLE INC
-$12.7M
354,254
+1%
减持
VO
VANGUARD INDEX FDS
-$8.8M
198,044
-1%
增持
MSFT
MICROSOFT CORP
-$7.1M
157,685
+2%
增持
QQQ
INVESCO QQQ TR
-$6.4M
109,243
+7%
增持
AMZN
AMAZON COM INC
-$5.3M
94,473
+1913%
增持
SPY
SPDR S&P 500 ETF TR
+$4.6M
38,147
+76%
减持
IWV
ISHARES TR
-$4.3M
94,383
-0%
增持
IJH
ISHARES TR
-$4.0M
94,946
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.7M
48,600
+0%
增持
TSLA
TESLA INC
-$3.7M
16,350
+20%
增持
IVV
ISHARES TR
-$3.5M
57,860
+3%
增持
VB
VANGUARD INDEX FDS
-$3.5M
114,302
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
41,541
+0%
增持
GOOGL
ALPHABET INC
-$3.2M
6,002
+3%
增持
DIS
DISNEY WALT CO
-$2.3M
54,326
+0%
增持
HDV
ISHARES TR
+$2.2M
23,307
+1314%
增持
JPM
JPMORGAN CHASE & CO
-$1.9M
100,914
+3%
增持
CSCO
CISCO SYS INC
-$1.9M
170,391
+4%
增持
IWR
ISHARES TR
-$1.7M
137,249
+1%
减持
SDY
SPDR SER TR
-$1.7M
152,522
-1%
增持
INTC
INTEL CORP
-$1.6M
167,733
+5%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.6M
53,046
+86%
增持
ACWI
ISHARES TR
+$1.6M
21,616
+1055%
增持
GOOG
ALPHABET INC
-$1.6M
3,020
+3%
减持
USMV
ISHARES TR
-$1.6M
157,115
-3%
增持
KEY
KEYCORP
-$1.5M
299,697
+0%
增持
TGT
TARGET CORP
-$1.5M
28,254
+9%
增持
IVW
ISHARES TR
-$1.4M
94,956
+1%
增持
VNQ
VANGUARD INDEX FDS
-$1.3M
73,224
+0%
减持
RWR
SPDR SER TR
-$1.2M
42,643
-5%
增持
NKE
NIKE INC
-$1.2M
40,353
+2%
减持
META
META PLATFORMS INC
-$1.2M
16,280
-5%
增持
—
FORTRESS TRANS INFRST INVS L
-$1.0M
191,165
+4%
增持
AMAT
APPLIED MATLS INC
-$1.0M
25,512
+0%
增持
SHY
ISHARES TR
+$1.0M
15,120
+478%
减持
LECO
LINCOLN ELEC HLDGS INC
-$985.0K
66,077
-0%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$972.0K
106,063
-4%
增持
SSO
PROSHARES TR
+$962.0K
23,945
+1292%
增持
IWM
ISHARES TR
-$952.0K
28,205
+1%
减持
—
DISCOVER FINL SVCS
-$946.0K
43
-100%
增持
—
BROOKFIELD INFRAST PARTNERS
+$893.0K
44,860
+262%
增持
ARCC
ARES CAPITAL CORP
-$889.0K
398,707
+4%
增持
EFA
ISHARES TR
-$883.0K
115,821
+5%
增持
AXP
AMERICAN EXPRESS CO
-$851.0K
19,099
+2%
增持
COST
COSTCO WHSL CORP NEW
-$838.0K
18,175
+10%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$835.0K
50,615
+0%
减持
MRK
MERCK & CO INC
+$829.0K
92,939
-0%
增持
HD
HOME DEPOT INC
-$802.0K
48,118
+3%
增持
V
VISA INC
-$791.0K
34,305
+1%
增持
ABT
ABBOTT LABS
-$782.0K
90,552
+1%
减持
WFC
WELLS FARGO CO NEW
-$772.0K
60,119
-7%
增持
SYK
STRYKER CORPORATION
-$761.0K
11,383
+1%
减持
DE
DEERE & CO
-$761.0K
6,466
-0%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$760.0K
60,494
-0%
减持
TOST
TOAST INC
-$741.0K
35,282
-36%
减持
CMCSA
COMCAST CORP NEW
-$737.0K
32,039
-25%
减持
IEMG
ISHARES INC
-$735.0K
89,185
-3%
增持
NVDA
NVIDIA CORPORATION
-$731.0K
8,665
+16%
增持
IRM
IRON MTN INC NEW
+$729.0K
15,911
+1810%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$720.0K
48,111
+26%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$693.0K
0
-100%
减持
ARKK
ARK ETF TR
-$684.0K
23,353
-4%
增持
ORCL
ORACLE CORP
-$675.0K
57,019
+1%
减持
LLY
LILLY ELI & CO
+$674.0K
19,293
-1%
增持
PYPL
PAYPAL HLDGS INC
-$659.0K
19,680
+12%
减持
FHN
FIRST HORIZON CORPORATION
-$643.0K
1,489
-95%
增持
UNP
UNION PAC CORP
-$642.0K
11,240
+1%
减持
SMG
SCOTTS MIRACLE-GRO CO
-$639.0K
13,270
-3%
增持
STIP
ISHARES TR
+$634.0K
6,593
+1904%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$632.0K
93,606
+53%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$614.0K
14,412
-35%
增持
EEM
ISHARES TR
+$612.0K
68,962
+45%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$598.0K
72,732
-1%
增持
SCHM
SCHWAB STRATEGIC TR
-$586.0K
57,085
+4%
增持
BAC
BK OF AMERICA CORP
-$569.0K
57,110
+0%
减持
MO
ALTRIA GROUP INC
-$567.0K
51,907
-1%
增持
IJR
ISHARES TR
-$563.0K
126,745
+11%
减持
—
MEDTRONIC PLC
-$551.0K
20,630
-5%
增持
STT
STATE STR CORP
-$544.0K
21,519
+0%
增持
EMR
EMERSON ELEC CO
-$538.0K
30,061
+1%
减持
SNOW
SNOWFLAKE INC
-$522.0K
1,907
-44%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$516.0K
8,328
-20%
减持
WEX
WEX INC
-$506.0K
700
-80%
增持
PH
PARKER-HANNIFIN CORP
+$498.0K
10,892
+42%
建仓
—
BED BATH & BEYOND INC
+$497.0K
100,000
增持
PG
PROCTER AND GAMBLE CO
-$495.0K
81,320
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$491.0K
226,624
+3%
增持
WMT
WALMART INC
-$484.0K
26,587
+7%
增持
ABBV
ABBVIE INC
-$481.0K
61,350
+1%
增持
F
FORD MTR CO DEL
-$474.0K
86,455
+2%
增持
IWF
ISHARES TR
-$469.0K
8,171
+1%
增持
PEP
PEPSICO INC
+$464.0K
77,758
+4%
增持
TXN
TEXAS INSTRS INC
-$460.0K
17,553
+2%
增持
MMM
3M CO
-$460.0K
26,800
+2%
增持
VTI
VANGUARD INDEX FDS
+$456.0K
38,892
+29%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$453.0K
14,628
+6%
增持
BX
BLACKSTONE INC
-$452.0K
17,547
+8%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$443.0K
14,025
减持
FIS
FIDELITY NATL INFORMATION SV
-$443.0K
3,588
-53%
增持
CSX
CSX CORP
-$443.0K
53,702
+0%
减持
GLD
SPDR GOLD TR
-$439.0K
23,375
-4%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$434.0K
26,801
+3%
减持
BABA
ALIBABA GROUP HLDG LTD
-$432.0K
1,601
-72%
增持
LOW
LOWES COS INC
-$426.0K
17,496
+2%
增持
—
BROOKFIELD RENEWABLE PARTNER
+$416.0K
12,251
+4781%
减持
URI
UNITED RENTALS INC
-$415.0K
1,394
-34%
增持
PGR
PROGRESSIVE CORP
+$413.0K
80,753
+3%
减持
ITW
ILLINOIS TOOL WKS INC
-$409.0K
14,548
-0%
增持
CVS
CVS HEALTH CORP
+$408.0K
21,132
+38%
增持
—
EXXON MOBIL CORP
+$407.0K
114,364
+1%
增持
—
EATON CORP PLC
-$407.0K
16,854
+1%
增持
MA
MASTERCARD INCORPORATED
-$402.0K
15,155
+5%
减持
IJK
ISHARES TR
-$393.0K
23,949
-4%
减持
VGT
VANGUARD WORLD FDS
-$388.0K
2,071
-19%
建仓
ACRE
ARES COML REAL ESTATE CORP
+$385.0K
31,468
减持
HON
HONEYWELL INTL INC
-$374.0K
15,583
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$370.0K
18,849
+7%
减持
IWP
ISHARES TR
-$368.0K
15,676
-2%
增持
CVX
CHEVRON CORP NEW
-$360.0K
37,778
+6%
增持
IGV
ISHARES TR
+$360.0K
1,639
+586%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$358.0K
163,419
+28%
减持
ELAN
ELANCO ANIMAL HEALTH INC
-$352.0K
567
-96%
增持
IVE
ISHARES TR
-$339.0K
28,374
+4%
增持
KO
COCA COLA CO
+$339.0K
104,417
+4%
增持
SJM
SMUCKER J M CO
+$331.0K
5,670
+94%
增持
SQ
BLOCK INC
-$323.0K
4,882
+6%
增持
PFE
PFIZER INC
+$317.0K
148,805
+3%
增持
SHOP
SHOPIFY INC
-$314.0K
6,680
+763%
增持
DHR
DANAHER CORPORATION
-$310.0K
15,270
+7%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$308.0K
5,102
+7%
减持
BA
BOEING CO
-$308.0K
3,847
-12%
增持
JNJ
JOHNSON & JOHNSON
+$308.0K
69,441
+2%
清仓
—
II-VI INC
-$307.0K
0
-100%
减持
AGG
ISHARES TR
-$306.0K
1,538
-64%
减持
NEE
NEXTERA ENERGY INC
-$305.0K
41,456
-0%
减持
SBUX
STARBUCKS CORP
-$301.0K
10,397
-14%
减持
UPS
UNITED PARCEL SERVICE INC
-$296.0K
9,069
-0%
增持
IDXX
IDEXX LABS INC
-$296.0K
1,521
+0%
增持
AVGO
BROADCOM INC
-$293.0K
3,094
+8%
减持
HOOD
ROBINHOOD MKTS INC
-$293.0K
17,264
-46%
减持
NDSN
NORDSON CORP
-$285.0K
10,822
-1%
减持
T
AT&T INC
-$281.0K
91,054
-2%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$281.0K
74,834
-0%
增持
—
BLACKROCK INC
-$281.0K
2,597
+7%
清仓
BND
VANGUARD BD INDEX FDS
-$278.0K
0
-100%
减持
PPG
PPG INDS INC
-$276.0K
16,229
-0%
