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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 115
减持 24
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$27.6M
441,812
+25%
增持
IVW
ISHARES TR
+$18.9M
333,379
+366%
减持
VOO
VANGUARD INDEX FDS
+$12.4M
421,497
-0%
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
IVE
ISHARES TR
+$12.0M
100,307
+264%
建仓
SCHR
SCHWAB STRATEGIC TR
+$10.6M
215,070
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$9.3M
946,177
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$8.0M
71,032
+24%
增持
MSFT
MICROSOFT CORP
+$7.9M
150,664
+0%
增持
VO
VANGUARD INDEX FDS
+$6.8M
249,889
+9%
增持
IJR
ISHARES TR
+$6.8M
230,366
+38%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.9M
52,270
+25%
增持
FITB
FIFTH THIRD BANCORP
+$4.8M
187,209
+6770%
增持
VHT
VANGUARD WORLD FDS
+$4.8M
19,624
+12983%
增持
IJH
ISHARES TR
+$4.6M
119,948
+12%
增持
VB
VANGUARD INDEX FDS
+$4.5M
152,506
+12%
增持
MCD
MCDONALDS CORP
+$4.5M
34,382
+66%
增持
LLY
LILLY ELI & CO
+$4.4M
21,998
+29%
减持
CVGI
COMMERCIAL VEH GROUP INC
-$4.4M
5,000
-99%
增持
VTI
VANGUARD INDEX FDS
+$4.2M
62,345
+34%
增持
AMZN
AMAZON COM INC
+$4.2M
98,429
+18%
增持
IVV
ISHARES TR
+$4.0M
66,201
+6%
增持
GOOG
ALPHABET INC
+$3.9M
91,207
+34%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
80,649
+31%
增持
JPM
JPMORGAN CHASE & CO
+$3.8M
115,652
+15%
减持
ACWI
ISHARES TR
-$3.2M
7,646
-82%
增持
GOOGL
ALPHABET INC
+$3.1M
133,569
+8%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.1M
117,509
+13%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.4M
8,736
+1586%
增持
LECO
LINCOLN ELEC HLDGS INC
+$2.4M
67,558
+3%
增持
AXP
AMERICAN EXPRESS CO
+$2.2M
31,003
+61%
增持
BX
BLACKSTONE INC
+$2.2M
42,671
+113%
增持
PM
PHILIP MORRIS INTL INC
+$2.1M
26,063
+459%
增持
MOD
MODINE MFG CO
+$2.1M
72,238
+400%
增持
BDX
BECTON DICKINSON & CO
+$2.0M
12,156
+146%
增持
XLF
SELECT SECTOR SPDR TR
+$2.0M
83,320
+223%
增持
NVDA
NVIDIA CORPORATION
+$1.9M
11,516
+8%
增持
META
META PLATFORMS INC
+$1.9M
15,155
+29%
增持
ORCL
ORACLE CORP
+$1.8M
67,013
+1%
增持
CME
CME GROUP INC
+$1.8M
11,049
+625%
减持
IWV
ISHARES TR
+$1.7M
91,542
-0%
增持
—
EXXON MOBIL CORP
+$1.7M
106,503
+20%
增持
V
VISA INC
+$1.7M
38,375
+16%
增持
PWR
QUANTA SVCS INC
+$1.6M
11,745
+194%
增持
LVS
LAS VEGAS SANDS CORP
+$1.6M
28,251
+13955%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$1.6M
33,055
+21%
增持
HD
HOME DEPOT INC
+$1.5M
45,359
+7%
增持
LOW
LOWES COS INC
+$1.5M
22,886
+26%
增持
SCHW
SCHWAB CHARLES CORP
+$1.4M
36,926
+196%
增持
KKR
KKR & CO INC
+$1.3M
24,089
+35325%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
768
+331%
增持
ADI
ANALOG DEVICES INC
+$1.3M
10,413
+192%
增持
VCR
VANGUARD WORLD FDS
+$1.3M
4,508
+7171%
增持
—
AON PLC
+$1.2M
4,276
+445%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
81,056
+9%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$1.2M
97,342
+20%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.2M
24,199
+62%
减持
SGOV
ISHARES TR
-$1.2M
149,860
-7%
增持
ABT
ABBOTT LABS
+$1.2M
93,736
+5%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
20,229
+3%
增持
—
ARISTA NETWORKS INC
+$1.1M
6,994
+174750%
减持
TSLA
TESLA INC
-$1.1M
33,349
-30%
增持
VIS
VANGUARD WORLD FDS
+$1.1M
5,903
+971%
增持
DLTR
DOLLAR TREE INC
+$1.1M
8,157
+1545%
增持
PAYX
PAYCHEX INC
+$1.1M
15,085
+188%
增持
VDC
VANGUARD WORLD FDS
+$1.1M
8,515
+176%
增持
AMAT
APPLIED MATLS INC
+$1.0M
28,610
+14%
增持
—
ACCENTURE PLC IRELAND
+$1.0M
13,228
+24%
增持
CRM
SALESFORCE INC
+$1.0M
14,036
+44%
增持
GDDY
GODADDY INC
+$1.0M
13,579
+6216%
增持
KEY
KEYCORP
-$961.6K
393,138
+7%
增持
VFH
VANGUARD WORLD FDS
+$948.3K
11,835
+6903%
减持
INTC
INTEL CORP
-$932.1K
103,134
-23%
建仓
CBOE
CBOE GLOBAL MKTS INC
+$924.5K
6,699
增持
SHW
SHERWIN WILLIAMS CO
+$912.9K
14,987
+10%
增持
MRK
MERCK & CO INC
+$884.6K
70,384
+3%
减持
PGR
PROGRESSIVE CORP
-$875.9K
77,613
-0%
增持
AVGO
BROADCOM INC
+$871.4K
3,815
+0%
增持
MA
MASTERCARD INCORPORATED
+$853.6K
16,781
+6%
建仓
—
DOCUSIGN INC
+$846.6K
875,000
增持
IWB
ISHARES TR
+$835.2K
44,981
+0%
建仓
GIL
GILDAN ACTIVEWEAR INC
+$826.8K
25,645
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$825.2K
16,574
+195%
减持
CMT
CORE MOLDING TECHNOLOGIES IN
-$823.6K
15,953
-76%
增持
PCAR
PACCAR INC
+$816.2K
9,939
+4678%
增持
ADSK
AUTODESK INC
+$786.4K
3,884
+9610%
增持
—
EATON CORP PLC
+$767.0K
24,634
+1%
增持
J
JACOBS SOLUTIONS INC
+$742.2K
6,777
+1155%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$734.0K
111,564
+14%
增持
PANW
PALO ALTO NETWORKS INC
+$730.5K
9,890
+10%
减持
IEMG
ISHARES INC
-$728.5K
91,825
-15%
增持
GM
GENERAL MTRS CO
+$716.4K
19,180
+2940%
增持
WMT
WALMART INC
+$695.4K
29,650
+10%
增持
SPGI
S&P GLOBAL INC
+$680.5K
6,808
+15%
减持
IEI
ISHARES TR
-$662.7K
1,250
-82%
增持
SBUX
STARBUCKS CORP
+$652.8K
21,683
+51%
增持
STZ
CONSTELLATION BRANDS INC
+$640.7K
6,376
+55%
增持
DHR
DANAHER CORPORATION
+$636.0K
18,667
+22%
增持
VOT
VANGUARD INDEX FDS
+$630.7K
10,521
+34%
增持
NSC
NORFOLK SOUTHN CORP
+$625.3K
4,514
+140%
增持
CMCSA
COMCAST CORP NEW
+$622.6K
52,016
+28%
增持
CVX
CHEVRON CORP NEW
+$618.9K
35,624
+17%
增持
PH
PARKER-HANNIFIN CORP
+$617.3K
11,408
+0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$596.6K
53,956
-2%
增持
EMR
EMERSON ELEC CO
+$593.7K
33,406
+20%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$588.6K
206,246
-2%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$580.8K
2,287
+270%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$578.6K
11,006
+603%
增持
IEFA
ISHARES TR
+$577.5K
96,103
+9%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$571.0K
5,202
+180%
增持
TXN
TEXAS INSTRS INC
+$557.3K
21,057
+21%
减持
SHV
ISHARES TR
-$556.1K
4,349
-54%
清仓
—
ETF SER SOLUTIONS
-$520.3K
0
-100%
减持
DKS
DICKS SPORTING GOODS INC
-$517.9K
1
-100%
增持
IWF
ISHARES TR
+$512.5K
9,153
+11%
增持
XLK
SELECT SECTOR SPDR TR
+$501.7K
6,683
+53%
增持
VUG
VANGUARD INDEX FDS
+$495.4K
4,047
+55%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$491.8K
5,070
-2%
减持
RL
RALPH LAUREN CORP
-$481.3K
2,637
-62%
增持
SCHM
SCHWAB STRATEGIC TR
+$472.2K
68,353
+6%
增持
HAS
HASBRO INC
+$464.0K
7,286
+4823%
增持
UPS
UNITED PARCEL SERVICE INC
+$463.9K
15,778
+29%
增持
PFE
PFIZER INC
+$458.5K
161,485
+21%
增持
ROK
ROCKWELL AUTOMATION INC
+$443.1K
2,328
+111%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$440.1K
75,120
-1%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$436.8K
0
-100%
增持
KMX
CARMAX INC
+$434.7K
6,212
+368%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$432.4K
86,187
+14%
清仓
WSM
WILLIAMS SONOMA INC
-$425.2K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$424.6K
141,529
-8%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$424.2K
1,618
+240%
增持
UNP
UNION PAC CORP
+$420.6K
12,346
+18%
增持
RWR
SPDR SER TR
+$402.5K
46,656
+9%
增持
SYK
STRYKER CORPORATION
+$401.0K
10,658
+7%
减持
—
STERIS PLC
+$400.6K
11,900
-0%
减持
—
FTAI AVIATION LTD
+$400.4K
147,833
-3%
清仓
COWZ
PACER FDS TR
-$383.7K
0
-100%
建仓
—
PROSPECT CAP CORP
+$381.8K
385,000
减持
VZ
VERIZON COMMUNICATIONS INC
-$376.2K
39,278
-17%
增持
—
SPLUNK INC
+$361.4K
3,418
+26192%
增持
IWM
ISHARES TR
+$357.8K
28,577
+2%
增持
PEP
PEPSICO INC
+$355.5K
79,604
+1%
增持
CAT
CATERPILLAR INC
+$349.0K
4,329
+38%
减持
CNC
CENTENE CORP DEL
-$341.6K
504
-92%
增持
ABBV
ABBVIE INC
-$337.3K
52,610
+13%
增持
HON
HONEYWELL INTL INC
+$331.1K
11,739
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$322.0K
6,101
+60%
建仓
ALK
ALASKA AIR GROUP INC
+$319.1K
6,000
增持
TXRH
TEXAS ROADHOUSE INC
+$318.2K
2,845
+25764%
减持
BKNG
BOOKING HOLDINGS INC
-$315.2K
452
-22%
建仓
OPCH
OPTION CARE HEALTH INC
+$315.0K
9,695
