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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 1
增持 93
减持 54
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
VOO
VANGUARD INDEX FDS
-$8.0M
416,692
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.0M
1,108,578
+17%
增持
AAPL
APPLE INC
-$3.3M
481,283
+9%
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
-$2.9M
153,257
+2%
增持
VO
VANGUARD INDEX FDS
-$2.7M
251,073
+0%
增持
GOOGL
ALPHABET INC
+$2.7M
142,730
+7%
增持
KEY
KEYCORP
+$2.4M
563,492
+43%
增持
GOOG
ALPHABET INC
+$2.4M
101,751
+12%
增持
AMZN
AMAZON COM INC
+$2.3M
119,042
+21%
增持
SDY
SPDR SER TR
-$2.0M
285,801
+0%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.0M
193,290
-6%
减持
VB
VANGUARD INDEX FDS
-$1.9M
150,629
-1%
增持
—
EXXON MOBIL CORP
+$1.4M
109,066
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.3M
54,674
+5%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.2M
53,855
-0%
减持
IWV
ISHARES TR
-$1.2M
89,972
-2%
减持
LECO
LINCOLN ELEC HLDGS INC
-$1.2M
67,433
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
34,048
+39%
减持
ABT
ABBOTT LABS
-$1.1M
93,708
-0%
减持
TGT
TARGET CORP
-$1.1M
38,805
-6%
减持
VNQ
VANGUARD INDEX FDS
-$1.0M
70,352
-8%
减持
IVW
ISHARES TR
-$985.0K
329,020
-1%
增持
AMGN
AMGEN INC
+$978.6K
17,698
+4%
增持
MUB
ISHARES TR
+$977.7K
10,611
+926%
增持
SPY
SPDR S&P 500 ETF TR
-$966.6K
71,396
+1%
增持
COST
COSTCO WHSL CORP NEW
+$945.9K
20,951
+4%
增持
MCD
MCDONALDS CORP
-$940.8K
35,375
+3%
减持
LLY
ELI LILLY & CO
+$915.4K
20,912
-5%
建仓
SUB
ISHARES TR
+$877.4K
8,530
增持
ABBV
ABBVIE INC
+$868.8K
53,381
+1%
增持
IJH
ISHARES TR
+$834.3K
129,129
+8%
增持
ORCL
ORACLE CORP
-$832.1K
67,489
+1%
增持
PGR
PROGRESSIVE CORP
+$824.6K
79,671
+3%
增持
PEP
PEPSICO INC
-$819.1K
82,184
+3%
减持
PFE
PFIZER INC
-$785.3K
154,897
-4%
减持
IVE
ISHARES TR
-$785.1K
99,996
-0%
减持
AXP
AMERICAN EXPRESS CO
-$776.0K
30,999
-0%
增持
MRK
MERCK & CO INC
-$762.1K
71,487
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$733.4K
118,121
+1%
增持
RTX
RTX CORPORATION
-$665.7K
26,616
+1%
增持
NKE
NIKE INC
-$646.3K
46,873
+1%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$624.7K
93,484
+8%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$615.1K
30,622
-0%
减持
IWR
ISHARES TR
-$595.7K
129,051
-1%
增持
—
EATON CORP PLC
+$590.5K
25,995
+6%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$573.8K
6,187
+26%
增持
CVX
CHEVRON CORP NEW
+$563.9K
36,587
+3%
增持
GS
GOLDMAN SACHS GROUP INC
+$563.8K
7,532
+30%
减持
—
FTAI AVIATION LTD
+$556.7K
147,317
-0%
清仓
—
WILLIS TOWERS WATSON PLC LTD
-$551.3K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$521.5K
30,046
-1%
增持
CSCO
CISCO SYS INC
+$511.4K
145,287
+3%
减持
BX
BLACKSTONE INC
+$494.0K
41,638
-2%
减持
DIS
DISNEY WALT CO
-$484.4K
58,063
-0%
增持
IJJ
ISHARES TR
+$481.8K
10,419
+96%
增持
SCHR
SCHWAB STRATEGIC TR
+$471.6K
230,919
+7%
增持
IEFA
ISHARES TR
+$462.0K
107,987
+12%
减持
INTC
INTEL CORP
-$461.5K
84,031
-19%
减持
MOD
MODINE MFG CO
+$452.9K
62,038
-14%
增持
UNH
UNITEDHEALTH GROUP INC
+$449.2K
11,937
+3%
增持
CAT
CATERPILLAR INC
+$436.2K
5,499
+27%
减持
USMV
ISHARES TR
-$422.5K
152,829
-1%
减持
PYPL
PAYPAL HLDGS INC
-$410.7K
11,444
-29%
减持
NEM
NEWMONT CORP
-$402.6K
666
-93%
减持
PLPC
PREFORMED LINE PRODS CO
-$385.0K
3,215
-45%
增持
TXN
TEXAS INSTRS INC
-$384.7K
21,420
+2%
减持
SGOV
ISHARES TR
-$382.7K
145,999
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
-$381.7K
33,295
-15%
减持
AMT
AMERICAN TOWER CORP NEW
-$368.5K
9,731
-4%
减持
RWR
SPDR SER TR
-$367.1K
46,449
-0%
减持
LVS
LAS VEGAS SANDS CORP
-$359.2K
27,909
-1%
增持
NACP
IMPACT SHS TR I
+$354.5K
14,153
+441%
增持
JNJ
JOHNSON & JOHNSON
-$352.0K
83,448
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$350.9K
15,894
+1%
增持
DHR
DANAHER CORPORATION
+$349.8K
19,468
+4%
增持
UNP
UNION PAC CORP
+$338.4K
14,067
+14%
增持
HD
HOME DEPOT INC
-$337.6K
45,514
+0%
增持
IJR
ISHARES TR
+$334.7K
246,906
+7%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$334.1K
2,111
+30%
减持
DLTR
DOLLAR TREE INC
-$328.4K
7,911
-3%
增持
ADBE
ADOBE INC
+$327.3K
5,504
+9%
增持
AMP
AMERIPRISE FINL INC
+$324.9K
2,378
+72%
增持
CSM
PROSHARES TR
+$316.4K
6,900
+1625%
增持
AVGO
BROADCOM INC
+$316.3K
4,365
+14%
增持
EFA
ISHARES TR
-$310.3K
105,786
+1%
增持
USIG
ISHARES TR
+$305.4K
6,411
+11348%
增持
AJG
GALLAGHER ARTHUR J & CO
+$301.5K
2,575
+98%
增持
DE
DEERE & CO
+$298.5K
6,943
+21%
减持
NVDA
NVIDIA CORPORATION
-$296.7K
10,517
-9%
增持
META
META PLATFORMS INC
+$290.8K
15,455
+2%
增持
KO
COCA COLA CO
-$289.6K
110,239
+3%
增持
ACWV
ISHARES INC
+$277.7K
6,251
+92%
减持
GLD
SPDR GOLD TR
-$273.3K
10,875
-9%
增持
IGF
ISHARES TR
+$267.8K
40,280
+28%
减持
MSI
MOTOROLA SOLUTIONS INC
-$261.5K
8,451
-3%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$260.6K
99,447
-0%
增持
WM
WASTE MGMT INC DEL
+$259.8K
5,255
+68%
增持
NDSN
NORDSON CORP
-$258.7K
10,644
+0%
增持
LUCK
BOWLERO CORP
+$258.3K
45,000
+200%
增持
PPG
PPG INDS INC
-$255.3K
16,610
+2%
增持
SYK
STRYKER CORPORATION
-$244.2K
11,005
+3%
增持
TSLA
TESLA INC
-$239.1K
33,933
+2%
增持
SPGI
S&P GLOBAL INC
-$235.1K
6,825
+0%
减持
AEP
AMERICAN ELEC PWR CO INC
-$234.8K
5,670
-28%
减持
VHT
VANGUARD WORLD FDS
-$234.1K
19,440
-1%
减持
F
FORD MTR CO DEL
-$228.9K
63,506
-6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$226.8K
773
+1%
增持
JPM
JPMORGAN CHASE & CO
+$223.1K
117,525
+2%
减持
SBUX
STARBUCKS CORP
-$222.8K
21,093
-3%
增持
IWF
ISHARES TR
+$221.8K
10,303
+13%
减持
PANW
PALO ALTO NETWORKS INC
-$221.0K
9,836
-1%
增持
FDX
FEDEX CORP
+$220.4K
2,620
+37%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$213.5K
79,090
+5%
减持
ADI
ANALOG DEVICES INC
-$213.1K
10,369
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$211.4K
141,444
-0%
增持
TMUS
T-MOBILE US INC
+$211.2K
1,796
+519%
增持
—
LAM RESEARCH CORP
+$206.5K
2,047
+22%
减持
—
MEDTRONIC PLC
-$204.0K
18,955
-1%
减持
CSX
CSX CORP
-$203.0K
58,839
-0%
增持
CMCSA
COMCAST CORP NEW
+$200.9K
53,273
+2%
增持
CME
CME GROUP INC
+$200.1K
11,225
+2%
清仓
ENPH
ENPHASE ENERGY INC
-$200.1K
0
-100%
减持
NSC
NORFOLK SOUTHN CORP
-$196.4K
4,201
-7%
减持
MMM
3M CO
-$195.8K
19,836
-3%
减持
—
U S SILICA HLDGS INC
-$193.1K
2,000
-89%
增持
VTEB
VANGUARD MUN BD FDS
+$192.8K
101,220
+9%
减持
SCHW
SCHWAB CHARLES CORP
-$192.6K
34,615
-6%
增持
MU
MICRON TECHNOLOGY INC
+$191.5K
33,930
+1%
增持
SHEL
SHELL PLC
+$191.2K
16,987
+14%
减持
AMAT
APPLIED MATLS INC
-$191.2K
28,488
-0%
增持
TFSL
TFS FINL CORP
-$181.3K
260,181
+0%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$180.3K
242
+261%
增持
—
LINDE PLC
+$175.1K
4,167
+15%
增持
—
ACCENTURE PLC IRELAND
+$173.4K
13,856
+5%
增持
DHI
D R HORTON INC
+$172.9K
2,360
+255%
增持
—
PIONEER NAT RES CO
+$170.7K
1,913
+48%
减持
VXF
VANGUARD INDEX FDS
-$164.0K
24,833
-1%
减持
ARCC
ARES CAPITAL CORP
+$161.9K
425,959
-2%
增持
VLO
VALERO ENERGY CORP
+$161.9K
2,114
+80%
减持
HDV
ISHARES TR
-$161.2K
20,048
-6%
增持
VTI
VANGUARD INDEX FDS
+$160.5K
65,410
+5%
增持
FMNB
FARMERS NATIONAL BANC CORP
+$160.0K
17,810
+380%
减持
PSX
PHILLIPS 66
+$159.5K
6,465
-0%
增持
MO
ALTRIA GROUP INC
-$155.6K
53,479
+1%
增持
—
ARISTA NETWORKS INC
+$155.0K
7,005
+0%
增持
SHW
SHERWIN WILLIAMS CO
-$154.3K
14,998
+0%
增持
FITB
FIFTH THIRD BANCORP
-$152.2K
187,705
+0%
增持
SYY
SYSCO CORP
-$149.7K
18,973
+0%
增持
KMB
KIMBERLY-CLARK CORP
-$149.1K
10,534
+2%
增持
SCZ
ISHARES TR
+$148.5K
19,660
+21%
