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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
22Q4 调仓
2022-06-30 → 2022-12-31 · 共 150 项
建仓 10
增持 60
减持 72
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
ILCG
ISHARES TR
-$43.0M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$28.1M
9,425
-91%
清仓
QLD
PROSHARES TR
-$24.6M
0
-100%
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
VT
VANGUARD INTL EQUITY INDEX F
+$22.5M
313,274
+491%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$21.5M
657,117
+154%
建仓
SGOV
ISHARES TR
+$16.2M
161,400
增持
SDY
SPDR SER TR
+$13.9M
255,848
+68%
增持
ACWI
ISHARES TR
+$10.4M
143,926
+566%
增持
SPY
SPDR S&P 500 ETF TR
+$7.2M
56,510
+48%
增持
VO
VANGUARD INDEX FDS
+$5.9M
220,150
+11%
减持
MSFT
MICROSOFT CORP
-$5.3M
146,913
-7%
增持
TSLA
TESLA INC
-$5.2M
47,051
+188%
建仓
VONE
VANGUARD SCOTTSDALE FDS
+$5.2M
29,731
减持
AAPL
APPLE INC
-$4.8M
335,970
-5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.7M
76,547
+59%
增持
VB
VANGUARD INDEX FDS
+$4.3M
133,281
+17%
增持
SHY
ISHARES TR
+$4.1M
66,155
+338%
增持
IJH
ISHARES TR
+$3.9M
104,832
+10%
增持
VTEB
VANGUARD MUN BD FDS
+$3.8M
77,898
+10136%
清仓
—
FORTRESS TRANS INFRST INVS L
-$3.7M
0
-100%
减持
USO
UNITED STS OIL FD LP
-$3.4M
10,883
-79%
减持
IWB
ISHARES TR
-$3.4M
44,987
-27%
减持
AMZN
AMAZON COM INC
-$3.3M
80,359
-15%
减持
—
STERIS PLC
-$3.2M
11,900
-55%
建仓
—
FTAI AVIATION LTD
+$3.1M
181,678
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$3.0M
31,875
-37%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.9M
51,956
+7%
减持
INTC
INTEL CORP
-$2.9M
128,270
-24%
增持
IJR
ISHARES TR
+$2.6M
151,384
+19%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.5M
10,356
-33%
增持
GOOGL
ALPHABET INC
-$2.2M
123,009
+1949%
减持
GLD
SPDR GOLD TR
-$2.2M
10,494
-55%
减持
ABBV
ABBVIE INC
-$2.0M
45,682
-26%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.9M
21,617
+160%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
49,871
-34%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.9M
500
-98%
减持
JPM
JPMORGAN CHASE & CO
+$1.9M
98,697
-2%
增持
LECO
LINCOLN ELEC HLDGS INC
+$1.8M
69,143
+5%
减持
JNJ
JOHNSON & JOHNSON
-$1.7M
60,190
-13%
减持
META
META PLATFORMS INC
-$1.6M
8,351
-49%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.6M
139,944
+50%
增持
—
EATON CORP PLC
+$1.6M
23,522
+40%
增持
IGF
ISHARES TR
+$1.5M
34,018
+6704%
减持
CRM
SALESFORCE INC
-$1.5M
10,431
-40%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
46,088
+19%
减持
ED
CONSOLIDATED EDISON INC
-$1.5M
1,405
-92%
增持
GOOG
ALPHABET INC
-$1.5M
58,070
+1823%
减持
MCD
MCDONALDS CORP
-$1.4M
18,616
-27%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$1.3M
12,966
+8319%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
31,570
减持
IVW
ISHARES TR
-$1.2M
76,616
-19%
增持
SCZ
ISHARES TR
+$1.2M
39,140
+106%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$1.1M
50,417
-17%
减持
PEP
PEPSICO INC
+$1.1M
77,653
-0%
减持
IWP
ISHARES TR
-$1.1M
2,120
-86%
减持
PFE
PFIZER INC
-$1.0M
132,191
-11%
建仓
SHV
ISHARES TR
+$1.0M
9,126
减持
SSO
PROSHARES TR
-$998.5K
1,720
-93%
减持
—
AMCOR PLC
-$991.9K
182,373
-28%
增持
DVY
ISHARES TR
+$981.1K
33,384
+29%
减持
MRK
MERCK & CO INC
-$979.4K
67,541
-27%
增持
IUSG
ISHARES TR
+$954.8K
12,216
+2368%
减持
MMM
3M CO
-$923.7K
21,217
-21%
减持
CSCO
CISCO SYS INC
-$900.1K
133,603
-22%
减持
NEE
NEXTERA ENERGY INC
-$893.4K
27,723
-33%
减持
—
NXP SEMICONDUCTORS N V
-$891.4K
630
-91%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$855.9K
14,108
+141%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$852.3K
39,473
-5%
建仓
TOLZ
PROSHARES TR
+$849.4K
19,100
减持
IAU
ISHARES GOLD TR
-$839.1K
16,303
-60%
清仓
WDFC
WD 40 CO
-$821.0K
0
-100%
减持
PGR
PROGRESSIVE CORP
+$818.4K
78,694
-3%
减持
DIS
DISNEY WALT CO
-$807.1K
49,734
-8%
减持
SO
SOUTHERN CO
-$790.1K
6,875
-62%
建仓
OEF
ISHARES TR
+$771.3K
4,522
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$750.6K
111,089
-32%
增持
ORCL
ORACLE CORP
+$743.1K
57,831
+1%
减持
SYY
SYSCO CORP
-$721.1K
21,071
-23%
增持
TFSL
TFS FINL CORP
+$705.0K
254,682
+18%
减持
AMT
AMERICAN TOWER CORP NEW
-$704.7K
9,616
-10%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$698.6K
2
-50%
清仓
ATO
ATMOS ENERGY CORP
-$694.0K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$689.2K
1,295
-91%
减持
EFG
ISHARES TR
-$686.8K
10,533
-46%
减持
T
AT&T INC
-$674.4K
67,009
-26%
增持
SCHM
SCHWAB STRATEGIC TR
+$651.1K
64,503
+13%
增持
CVGI
COMMERCIAL VEH GROUP INC
+$643.3K
632,639
+1%
增持
RSPT
INVESCO EXCHANGE TRADED FD T
+$642.9K
3,247
+425%
减持
DE
DEERE & CO
+$639.3K
6,006
-7%
减持
V
VISA INC
-$634.9K
29,453
-14%
减持
—
AVANGRID INC
-$634.2K
2,090
-87%
减持
—
EXXON MOBIL CORP
-$623.4K
83,142
-27%
增持
USIG
ISHARES TR
+$623.1K
12,729
+40961%
增持
WMT
WALMART INC
+$622.2K
27,183
+2%
减持
EEM
ISHARES TR
-$617.6K
56,660
-18%
增持
APD
AIR PRODS & CHEMS INC
+$613.3K
7,008
+9%
增持
SCHD
SCHWAB STRATEGIC TR
+$612.4K
12,078
+188%
增持
PH
PARKER-HANNIFIN CORP
+$611.0K
11,309
+4%
增持
ARCC
ARES CAPITAL CORP
+$592.3K
419,128
+5%
清仓
—
BROOKFIELD ASSET MGMT INC
-$584.0K
0
-100%
减持
KO
COCA COLA CO
-$583.6K
94,095
-10%
减持
—
TRANE TECHNOLOGIES PLC
-$583.1K
755
-86%
增持
STZ
CONSTELLATION BRANDS INC
+$581.7K
4,568
+123%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$572.7K
14,822
-21%
增持
LMT
LOCKHEED MARTIN CORP
+$566.3K
5,102
+15%
减持
PG
PROCTER AND GAMBLE CO
-$557.3K
73,474
-10%
减持
ITW
ILLINOIS TOOL WKS INC
-$555.2K
9,513
-35%
建仓
RPG
INVESCO EXCHANGE TRADED FD T
+$554.9K
3,660
增持
TGT
TARGET CORP
+$552.0K
30,475
+8%
清仓
AZTA
AZENTA INC
-$552.0K
0
-100%
增持
NOC
NORTHROP GRUMMAN CORP
+$543.7K
7,261
+2%
增持
LOW
LOWES COS INC
+$536.7K
18,032
+3%
减持
TJX
TJX COS INC NEW
+$535.1K
23,796
-2%
减持
NKE
NIKE INC
+$534.4K
39,812
-1%
减持
IDXX
IDEXX LABS INC
-$528.9K
10
-99%
减持
CVX
CHEVRON CORP NEW
+$522.8K
33,388
-12%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$515.7K
7,582
-64%
增持
RSPH
INVESCO EXCHANGE TRADED FD T
+$514.1K
1,952
+961%
增持
VYM
VANGUARD WHITEHALL FDS
+$508.5K
5,124
+1039%
减持
LITE
LUMENTUM HLDGS INC
-$498.4K
12
-100%
清仓
—
BED BATH & BEYOND INC
-$497.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$485.6K
6,478
+472%
建仓
FIP
FTAI INFRASTRUCTURE INC
+$464.1K
157,315
减持
SMG
SCOTTS MIRACLE-GRO CO
-$453.3K
12,240
-8%
增持
AVGO
BROADCOM INC
+$450.0K
3,493
+13%
增持
VXF
VANGUARD INDEX FDS
+$448.2K
23,018
+16%
增持
VXUS
VANGUARD STAR FDS
+$439.2K
12,147
+231%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$436.7K
224,303
-1%
增持
RPM
RPM INTL INC
+$426.8K
5,970
+203%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$423.2K
2,977
+33%
减持
DHR
DANAHER CORPORATION
-$422.4K
12,993
-15%
减持
GLW
CORNING INC
-$420.9K
12,998
-51%
增持
VBR
VANGUARD INDEX FDS
+$416.5K
8,719
+35%
增持
—
BROOKFIELD INFRAST PARTNERS
+$409.5K
68,555
+53%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$394.2K
92,129
-2%
减持
—
MEDTRONIC PLC
-$375.4K
18,999
-8%
减持
D
DOMINION ENERGY INC
-$357.4K
3,238
-54%
减持
DLR
DIGITAL RLTY TR INC
-$352.2K
3,329
-37%
增持
IEFA
ISHARES TR
+$350.0K
82,544
+3%
减持
HON
HONEYWELL INTL INC
-$349.7K
11,005
-29%
减持
VOO
VANGUARD INDEX FDS
+$348.8K
420,364
-1%
减持
CMT
CORE MOLDING TECHNOLOGIES IN
+$348.1K
101,698
-4%
增持
CMI
CUMMINS INC
+$347.3K
5,565
+8%
减持
ARKK
ARK ETF TR
-$346.8K
18,699
-20%
增持
GS
GOLDMAN SACHS GROUP INC
+$344.0K
5,489
+6%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$333.5K
3,178
+213%
增持
IYJ
ISHARES TR
+$332.1K
7,642
+66%
增持
—
BLACKROCK INC
+$330.3K
2,699
+4%
建仓
HYG
ISHARES TR
+$330.2K
4,484
增持
RWR
SPDR SER TR
-$329.3K
42,750
+0%
