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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 95
减持 48
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$25.8M
433,835
+4%
增持
SCHR
SCHWAB STRATEGIC TR
+$14.2M
507,853
+120%
增持
AAPL
APPLE INC
+$10.7M
483,401
+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
VO
VANGUARD INDEX FDS
+$10.0M
267,808
+7%
增持
MSFT
MICROSOFT CORP
+$9.4M
153,691
+0%
增持
IJR
ISHARES TR
+$9.0M
297,965
+21%
增持
IVV
ISHARES TR
+$7.8M
78,435
+14%
增持
VTI
VANGUARD INDEX FDS
+$7.7M
91,101
+39%
增持
IJH
ISHARES TR
+$7.2M
142,029
+10%
增持
VB
VANGUARD INDEX FDS
+$5.9M
161,028
+7%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.7M
72,052
+540%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.2M
44,963
+496%
增持
LECO
LINCOLN ELEC HLDGS INC
+$3.8M
74,047
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
1,149,642
+4%
增持
JPM
JPMORGAN CHASE & CO
+$3.5M
120,512
+3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.4M
127,762
+8%
增持
VTV
VANGUARD INDEX FDS
+$3.4M
27,226
+448%
减持
SPY
SPDR S&P 500 ETF TR
+$3.3M
71,100
-0%
增持
AMZN
AMAZON COM INC
+$3.1M
119,862
+1%
增持
VTEB
VANGUARD MUN BD FDS
+$3.0M
154,448
+53%
增持
SGOV
ISHARES TR
+$2.9M
175,274
+20%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$2.7M
53,808
-0%
增持
IVW
ISHARES TR
+$2.7M
335,733
+2%
增持
IGF
ISHARES TR
+$2.6M
93,329
+132%
增持
IVE
ISHARES TR
+$2.5M
102,958
+3%
减持
IWV
ISHARES TR
+$2.5M
89,670
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.2M
44,378
+30%
减持
KEY
KEYCORP
+$2.0M
563,135
-0%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
13,306
+27%
增持
RKT
ROCKET COS INC
+$2.0M
139,056
+55522%
增持
EFA
ISHARES TR
+$2.0M
123,445
+17%
减持
—
EXXON MOBIL CORP
-$2.0M
108,380
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.0M
40,991
+156%
增持
LLY
ELI LILLY & CO
+$1.9M
22,486
+8%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.9M
143,781
+25%
增持
—
FTAI AVIATION LTD
+$1.9M
152,788
+4%
减持
HD
HOME DEPOT INC
+$1.8M
45,018
-1%
减持
SDY
SPDR SER TR
-$1.7M
249,163
-13%
增持
GOOGL
ALPHABET INC
+$1.7M
146,093
+2%
增持
AVGO
BROADCOM INC
+$1.6M
4,725
+8%
减持
COST
COSTCO WHSL CORP NEW
+$1.6M
20,414
-3%
增持
PH
PARKER-HANNIFIN CORP
+$1.6M
13,039
+16%
减持
HDV
ISHARES TR
-$1.6M
3,561
-82%
增持
MCD
MCDONALDS CORP
+$1.5M
36,648
+4%
增持
V
VISA INC
+$1.5M
41,159
+3%
减持
FITB
FIFTH THIRD BANCORP
+$1.4M
179,311
-4%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$1.4M
69,670
-28%
增持
GOOG
ALPHABET INC
+$1.4M
104,896
+3%
增持
VNQ
VANGUARD INDEX FDS
+$1.3M
74,958
+7%
减持
INTC
INTEL CORP
+$1.2M
83,812
-0%
增持
AGG
ISHARES TR
+$1.2M
13,821
+757%
减持
TGT
TARGET CORP
+$1.2M
38,661
-0%
减持
ABT
ABBOTT LABS
+$1.2M
93,456
-0%
减持
IWB
ISHARES TR
+$1.2M
44,818
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
66,800
-16%
增持
IEFA
ISHARES TR
+$1.2M
115,291
+7%
减持
PFE
PFIZER INC
-$1.1M
139,902
-10%
增持
IWF
ISHARES TR
+$1.1M
12,668
+23%
增持
SCHM
SCHWAB STRATEGIC TR
+$1.1M
76,952
+10%
增持
NKE
NIKE INC
+$1.0M
50,941
+9%
减持
PGR
PROGRESSIVE CORP
+$1.0M
76,101
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.0M
13,340
+12%
减持
AXP
AMERICAN EXPRESS CO
+$989.2K
29,967
-3%
增持
C
CITIGROUP INC
+$984.0K
25,847
+208%
减持
IWR
ISHARES TR
+$961.8K
127,346
-1%
增持
META
META PLATFORMS INC
+$953.9K
15,803
+2%
减持
KRE
SPDR SER TR
-$919.8K
8,471
-74%
增持
VXUS
VANGUARD STAR FDS
+$916.2K
28,884
+104%
增持
IWM
ISHARES TR
+$894.6K
31,591
+3%
减持
CVX
CHEVRON CORP NEW
-$892.6K
35,376
-3%
增持
—
ACCENTURE PLC IRELAND
+$891.2K
14,666
+6%
增持
SHV
ISHARES TR
+$883.9K
12,935
+164%
增持
TJX
TJX COS INC NEW
+$848.0K
31,668
+33%
减持
SHW
SHERWIN WILLIAMS CO
+$837.6K
14,949
-0%
增持
DVY
ISHARES TR
+$825.8K
35,199
+15%
减持
BX
BLACKSTONE INC
+$790.4K
40,112
-4%
减持
—
BROOKFIELD INFRASTRUCTURE CO
-$770.6K
71,802
-23%
减持
CRM
SALESFORCE INC
+$758.2K
13,606
-2%
增持
TFSL
TFS FINL CORP
+$748.0K
260,266
+0%
减持
ARCC
ARES CAPITAL CORP
-$733.9K
377,408
-11%
增持
IJJ
ISHARES TR
+$728.7K
15,611
+50%
增持
SCHX
SCHWAB STRATEGIC TR
+$714.3K
20,173
+141%
增持
GS
GOLDMAN SACHS GROUP INC
+$713.7K
8,167
+8%
增持
AMAT
APPLIED MATLS INC
+$712.3K
28,731
+1%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$695.9K
104,279
+5%
增持
DE
DEERE & CO
+$686.6K
8,269
+19%
增持
SPGI
S&P GLOBAL INC
+$686.0K
7,219
+6%
减持
USMV
ISHARES TR
+$662.8K
150,257
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$658.7K
55,546
+2%
增持
SCHW
SCHWAB CHARLES CORP
+$652.8K
37,110
+7%
增持
QCOM
QUALCOMM INC
+$643.5K
13,061
+16%
增持
MU
MICRON TECHNOLOGY INC
+$640.8K
34,557
+2%
增持
ADBE
ADOBE INC
+$619.2K
5,742
+4%
增持
PANW
PALO ALTO NETWORKS INC
+$612.8K
9,898
+1%
增持
CUBE
CUBESMART
+$608.3K
13,176
+20814%
增持
MRK
MERCK & CO INC
+$608.2K
73,085
+2%
增持
IJK
ISHARES TR
+$604.2K
30,076
+22%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$588.0K
16,167
+10%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$562.3K
865
+12%
增持
QQQ
INVESCO QQQ TR
+$550.0K
9,546
+2%
增持
MA
MASTERCARD INCORPORATED
+$545.3K
16,848
+0%
增持
COR
CENCORA INC
+$537.3K
2,703
+2630%
增持
VGT
VANGUARD WORLD FDS
+$529.5K
2,715
+44%
增持
CVS
CVS HEALTH CORP
+$518.6K
24,764
+20%
建仓
GNR
SPDR INDEX SHS FDS
+$502.4K
8,869
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$488.6K
146,827
+4%
增持
BAC
BANK AMERICA CORP
+$488.3K
67,084
+4%
增持
VLTO
VERALTO CORP
+$475.4K
5,787
+72238%
减持
CLF
CLEVELAND-CLIFFS INC NEW
+$475.3K
100,525
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$473.7K
24,698
+1%
减持
—
EATON CORP PLC
+$473.4K
24,989
-4%
减持
SUB
ISHARES TR
-$472.5K
3,840
-55%
减持
DIS
DISNEY WALT CO
+$465.1K
57,272
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$456.1K
179,498
-7%
减持
EFG
ISHARES TR
-$455.5K
1,529
-78%
增持
KKR
KKR & CO INC
+$455.1K
21,373
+0%
增持
ABBV
ABBVIE INC
+$447.2K
54,231
+2%
清仓
—
HORIZON THERAPEUTICS PUB L
-$444.9K
0
-100%
增持
FNDA
SCHWAB STRATEGIC TR
+$443.3K
8,059
+14039%
增持
NDSN
NORDSON CORP
+$439.2K
10,655
+0%
增持
PLD
PROLOGIS INC.
+$435.9K
4,287
+255%
增持
VUG
VANGUARD INDEX FDS
+$427.7K
4,963
+21%
增持
AMD
ADVANCED MICRO DEVICES INC
+$419.7K
7,747
+10%
减持
GDDY
GODADDY INC
+$415.8K
13,258
-0%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$411.7K
7,612
建仓
DFIV
DIMENSIONAL ETF TRUST
+$409.5K
11,917
建仓
PWV
INVESCO EXCHANGE TRADED FD T
+$409.1K
8,063
建仓
FELV
FIDELITY COVINGTON TRUST
+$407.7K
15,184
增持
VOT
VANGUARD INDEX FDS
+$379.7K
11,514
+4%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$378.3K
202,031
-4%
减持
WFC
WELLS FARGO CO NEW
+$377.7K
49,366
-2%
减持
NEE
NEXTERA ENERGY INC
-$374.4K
22,175
-26%
增持
SCHA
SCHWAB STRATEGIC TR
+$370.8K
13,475
+110%
增持
MMM
3M CO
+$362.3K
20,302
+2%
减持
—
ARISTA NETWORKS INC
+$358.7K
6,994
-0%
减持
UNP
UNION PAC CORP
+$358.7K
13,123
-7%
减持
SHY
ISHARES TR
-$352.1K
50,422
-9%
建仓
GNLX
GENELUX CORPORATION
+$350.3K
25,000
增持
AMGN
AMGEN INC
+$348.5K
17,725
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$333.4K
5,483
+169%
减持
AMT
AMERICAN TOWER CORP NEW
+$332.6K
8,954
-8%
减持
PWR
QUANTA SVCS INC
+$331.5K
11,718
-0%
减持
BE
BLOOM ENERGY CORP
-$329.2K
75
-100%
增持
LUCK
BOWLERO CORP
+$317.6K
53,000
+18%
减持
JD
JD.COM INC
-$316.8K
58
-99%
减持
HON
HONEYWELL INTL INC
+$316.1K
12,730
-0%
减持
LOW
LOWES COS INC
+$312.0K
24,740
-1%
减持
MSI
MOTOROLA SOLUTIONS INC
+$311.3K
8,342
-1%
增持
GE
GENERAL ELECTRIC CO
+$308.9K
9,177
+18%
增持
NOC
NORTHROP GRUMMAN CORP
+$303.3K
7,839
+3%
