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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 4
增持 103
减持 39
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.4M
352,156
+5%
增持
VOO
VANGUARD INDEX FDS
+$11.6M
423,542
+1%
减持
ACWI
ISHARES TR
-$8.3M
42,841
-70%
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
MSFT
MICROSOFT CORP
+$8.1M
150,446
+2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$7.6M
210,805
-33%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.2M
788,605
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.4M
103,834
+36%
增持
TSLA
TESLA INC
+$4.1M
47,466
+1%
增持
IVV
ISHARES TR
+$3.4M
62,164
+8%
增持
VO
VANGUARD INDEX FDS
+$3.3M
228,374
+4%
增持
SDY
SPDR SER TR
+$3.2M
284,557
+11%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$2.6M
81,042
+61%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.2M
55,067
+6%
增持
QUAL
ISHARES TR
+$2.1M
18,834
+733%
增持
GOOGL
ALPHABET INC
+$2.0M
124,203
+1%
增持
GOOG
ALPHABET INC
+$1.9M
68,221
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
57,352
+1%
增持
AMZN
AMAZON COM INC
+$1.9M
83,415
+4%
增持
IJR
ISHARES TR
+$1.9M
167,396
+11%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
10,625
+11%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.5M
100,254
+32%
增持
META
META PLATFORMS INC
+$1.5M
11,765
+41%
增持
ORCL
ORACLE CORP
+$1.5M
66,670
+15%
增持
VB
VANGUARD INDEX FDS
+$1.4M
136,425
+2%
增持
IJH
ISHARES TR
+$1.4M
106,792
+2%
增持
KRE
SPDR SER TR
+$1.3M
30,743
+15272%
增持
V
VISA INC
+$1.3M
33,064
+12%
增持
PFE
PFIZER INC
-$1.3M
133,941
+1%
减持
IWV
ISHARES TR
+$1.3M
91,733
-0%
减持
SCZ
ISHARES TR
-$1.3M
16,125
-59%
减持
VSS
VANGUARD INTL EQUITY INDEX F
-$1.2M
1,138
-91%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
19,606
+5%
建仓
—
LINDE PLC
+$1.2M
3,300
减持
—
FTAI AVIATION LTD
+$1.2M
153,074
-16%
增持
JNJ
JOHNSON & JOHNSON
-$1.1M
61,617
+2%
减持
LECO
LINCOLN ELEC HLDGS INC
+$1.1M
65,443
-5%
增持
BKNG
BOOKING HOLDINGS INC
+$1.1M
579
+146%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.0M
5,618
-82%
减持
CVX
CHEVRON CORP NEW
-$1.0M
30,562
-8%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.0M
4,583
+54%
清仓
—
LINDE PLC
-$1.0M
0
-100%
增持
INTC
INTEL CORP
+$990.7K
134,096
+5%
增持
—
ACCENTURE PLC IRELAND
+$951.6K
10,666
+36%
减持
PGR
PROGRESSIVE CORP
+$942.1K
77,936
-1%
增持
MCD
MCDONALDS CORP
+$893.5K
20,741
+11%
增持
MCO
MOODYS CORP
+$861.4K
2,865
+5109%
增持
UPS
UNITED PARCEL SERVICE INC
+$852.5K
12,188
+40%
增持
CSCO
CISCO SYS INC
+$835.8K
137,746
+3%
减持
CVS
CVS HEALTH CORP
-$832.2K
16,610
-25%
增持
IEFA
ISHARES TR
+$821.5K
88,400
+7%
增持
TGT
TARGET CORP
+$814.8K
32,342
+6%
增持
QQQ
INVESCO QQQ TR
+$810.3K
10,345
+10%
增持
MA
MASTERCARD INCORPORATED
+$807.7K
15,812
+11%
减持
IRM
IRON MTN INC DEL
-$744.7K
842
-95%
增持
OXY
OCCIDENTAL PETE CORP
+$742.6K
15,863
+303%
减持
DVY
ISHARES TR
-$739.2K
28,050
-16%
增持
NKE
NIKE INC
+$730.5K
43,941
+10%
减持
TOLZ
PROSHARES TR
-$729.0K
2,650
-86%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$727.0K
153,019
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$725.7K
41,840
+6%
增持
HD
HOME DEPOT INC
-$720.9K
42,588
+1%
增持
DIS
DISNEY WALT CO
+$718.9K
50,332
+1%
清仓
RICK
RCI HOSPITALITY HLDGS INC
-$707.7K
0
-100%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$697.5K
220,103
-2%
增持
VTEB
VANGUARD MUN BD FDS
+$679.6K
89,514
+15%
增持
VTI
VANGUARD INDEX FDS
+$675.8K
46,484
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$671.5K
31,183
-2%
减持
IWB
ISHARES TR
+$657.8K
44,969
-0%
增持
AMAT
APPLIED MATLS INC
+$649.9K
25,145
+0%
增持
KEY
KEYCORP
-$638.6K
366,952
+22%
增持
SBUX
STARBUCKS CORP
+$637.0K
14,358
+66%
减持
SHY
ISHARES TR
-$634.4K
57,637
-13%
增持
ABT
ABBOTT LABS
-$634.0K
89,498
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$625.1K
7,226
-0%
减持
USIG
ISHARES TR
-$622.3K
56
-100%
增持
USMV
ISHARES TR
+$591.0K
156,028
+5%
增持
IEMG
ISHARES INC
+$570.7K
107,697
+7%
增持
—
EXXON MOBIL CORP
+$569.7K
88,823
+7%
减持
CRM
SALESFORCE INC
+$564.6K
9,749
-7%
清仓
RPG
INVESCO EXCHANGE TRADED FD T
-$554.9K
0
-100%
增持
PH
PARKER-HANNIFIN CORP
+$541.4K
11,402
+1%
增持
RL
RALPH LAUREN CORP
+$527.8K
6,912
+162%
建仓
—
ETF SER SOLUTIONS
+$520.3K
26,480
增持
DKS
DICKS SPORTING GOODS INC
+$517.9K
3,651
+365000%
减持
ARKK
ARK ETF TR
-$501.0K
2,062
-89%
增持
INTU
INTUIT
+$497.4K
2,439
+61%
增持
—
EATON CORP PLC
+$495.0K
24,436
+4%
增持
AVGO
BROADCOM INC
+$484.8K
3,800
+9%
增持
GLD
SPDR GOLD TR
+$480.2K
12,337
+18%
增持
IDV
ISHARES TR
+$476.2K
17,467
+11782%
减持
PANW
PALO ALTO NETWORKS INC
+$472.2K
8,994
-5%
增持
VXF
VANGUARD INDEX FDS
+$469.5K
25,162
+9%
减持
NSC
NORFOLK SOUTHN CORP
-$465.5K
1,879
-46%
增持
VUG
VANGUARD INDEX FDS
+$465.0K
2,605
+200%
减持
HDV
ISHARES TR
-$458.3K
20,469
-16%
增持
AXP
AMERICAN EXPRESS CO
+$430.3K
19,296
+4%
减持
MMM
3M CO
-$430.1K
20,115
-5%
建仓
WSM
WILLIAMS SONOMA INC
+$425.2K
3,495
增持
MDLZ
MONDELEZ INTL INC
+$421.3K
17,453
+46%
增持
SYK
STRYKER CORPORATION
+$420.0K
9,986
+0%
减持
SLV
ISHARES SILVER TR
-$407.9K
6,710
-73%
增持
VTV
VANGUARD INDEX FDS
+$405.6K
4,873
+156%
增持
TFSL
TFS FINL CORP
-$399.0K
258,983
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$398.9K
97,809
+2%
增持
DHR
DANAHER CORPORATION
+$395.5K
15,252
+17%
减持
AMGN
AMGEN INC
-$393.2K
16,058
-1%
增持
TXN
TEXAS INSTRS INC
+$392.1K
17,383
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$387.3K
23,791
+10%
增持
QCOM
QUALCOMM INC
+$376.0K
9,791
+23%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$372.0K
5,157
+7%
增持
MS
MORGAN STANLEY
+$362.4K
6,642
+156%
增持
MAR
MARRIOTT INTL INC NEW
+$361.9K
3,558
+131%
增持
PEP
PEPSICO INC
+$360.1K
78,929
+2%
建仓
AZTA
AZENTA INC
+$360.1K
8,070
增持
KO
COCA COLA CO
+$355.5K
102,223
+9%
增持
BX
BLACKSTONE INC
+$355.4K
20,045
+6%
增持
YUM
YUM BRANDS INC
+$353.4K
10,339
+31%
增持
MU
MICRON TECHNOLOGY INC
+$345.0K
32,897
+0%
减持
WFC
WELLS FARGO CO NEW
-$332.4K
51,879
-6%
增持
UEIC
UNIVERSAL ELECTRS INC
-$328.0K
42,934
+17%
增持
PLPC
PREFORMED LINE PRODS CO
+$326.9K
5,815
+16%
减持
—
AMCOR PLC
-$323.2K
162,467
-11%
增持
LLY
LILLY ELI & CO
-$310.6K
17,088
+1%
增持
NFLX
NETFLIX INC
+$290.3K
1,599
+80%
增持
LITE
LUMENTUM HLDGS INC
+$289.5K
5,372
+44667%
增持
CMCSA
COMCAST CORP NEW
+$278.5K
40,588
+13%
清仓
YUMC
YUM CHINA HLDGS INC
-$277.2K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$263.7K
55,103
-20%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$261.2K
12,274
+0%
增持
DEO
DIAGEO PLC
+$257.8K
2,982
+88%
增持
MRK
MERCK & CO INC
-$256.6K
68,024
+1%
增持
HON
HONEYWELL INTL INC
-$253.7K
11,012
+0%
减持
IWR
ISHARES TR
+$252.4K
133,358
-1%
增持
IVE
ISHARES TR
+$251.6K
27,569
+2%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$247.9K
95,500
+2%
增持
EMR
EMERSON ELEC CO
-$230.3K
27,838
+1%
增持
RSG
REPUBLIC SVCS INC
+$230.2K
3,714
+76%
减持
BA
BOEING CO
-$227.8K
2,338
-39%
减持
FULT
FULTON FINL CORP PA
-$224.0K
46,464
-10%
增持
BAC
BANK AMERICA CORP
-$214.7K
57,687
+2%
减持
EEM
ISHARES TR
-$213.0K
49,021
-13%
增持
TROW
PRICE T ROWE GROUP INC
+$211.3K
2,524
+274%
增持
CME
CME GROUP INC
+$209.7K
1,525
+211%
减持
SCHD
SCHWAB STRATEGIC TR
-$207.6K
9,632
-20%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$207.1K
75,661
-0%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$207.0K
178
+154%
增持
SCHW
SCHWAB CHARLES CORP
-$206.1K
12,479
+21%
减持
EFA
ISHARES TR
+$204.3K
104,913
-6%
增持
ARCC
ARES CAPITAL CORP
+$203.6K
434,742
+4%
减持
ENPH
ENPHASE ENERGY INC
-$199.0K
1,202
-30%
