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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 8
增持 65
减持 73
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$19.1M
435,769
+0%
增持
IJH
ISHARES TR
+$8.3M
797,898
+462%
增持
IVV
ISHARES TR
+$6.8M
84,473
+8%
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。
减持
AAPL
APPLE INC
-$6.1M
467,034
-3%
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
76,041
+7%
增持
VO
VANGUARD INDEX FDS
+$5.8M
277,646
+4%
减持
MSFT
MICROSOFT CORP
+$5.7M
153,376
-0%
增持
PGR
PROGRESSIVE CORP
+$5.4M
82,272
+8%
减持
NVDA
NVIDIA CORPORATION
+$5.1M
12,959
-3%
减持
SGOV
ISHARES TR
-$5.0M
125,379
-28%
增持
AMZN
AMAZON COM INC
+$4.8M
123,402
+3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.8M
1,191,874
+4%
增持
GOOGL
ALPHABET INC
+$4.7M
148,531
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$4.6M
616,985
+21%
增持
IJR
ISHARES TR
+$4.5M
335,789
+13%
增持
IVW
ISHARES TR
+$4.0M
344,461
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.7M
57,093
+3%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$3.3M
16,220
-51%
减持
TSLA
TESLA INC
-$3.3M
31,726
-10%
减持
GOOG
ALPHABET INC
+$3.1M
104,407
-0%
增持
—
EATON CORP PLC
+$3.0M
27,399
+10%
减持
JPM
JPMORGAN CHASE & CO
+$2.9M
117,963
-2%
减持
—
FTAI AVIATION LTD
+$2.9M
130,836
-14%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
20,996
+3%
增持
VB
VANGUARD INDEX FDS
+$2.6M
165,893
+3%
减持
IGF
ISHARES TR
-$2.4M
39,629
-58%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.3M
146,210
-19%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.2M
12,519
-69%
增持
IWV
ISHARES TR
+$2.2M
89,677
+0%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
91,987
+1%
减持
MOD
MODINE MFG CO
-$2.1M
9,000
-82%
减持
LLY
ELI LILLY & CO
+$2.0M
19,948
-11%
增持
—
EXXON MOBIL CORP
+$2.0M
108,781
+0%
增持
MUB
ISHARES TR
+$1.9M
29,863
+157%
增持
IVE
ISHARES TR
+$1.9M
107,574
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.8M
96,065
-35%
增持
PG
PROCTER AND GAMBLE CO
+$1.8M
84,287
+1%
减持
INTC
INTEL CORP
-$1.8M
80,385
-4%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$1.7M
53,051
-1%
减持
META
META PLATFORMS INC
+$1.6M
15,281
-3%
减持
VNQ
VANGUARD INDEX FDS
-$1.5M
61,924
-17%
减持
MRK
MERCK & CO INC
+$1.4M
72,782
-0%
减持
AXP
AMERICAN EXPRESS CO
+$1.4M
29,558
-1%
增持
TGT
TARGET CORP
+$1.4M
42,987
+11%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
35,242
+2%
增持
AVGO
BROADCOM INC
+$1.3M
4,950
+5%
增持
VTEB
VANGUARD MUN BD FDS
+$1.3M
182,709
+18%
减持
AMAT
APPLIED MATLS INC
+$1.3M
28,674
-0%
增持
PH
PARKER-HANNIFIN CORP
+$1.3M
13,182
+1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.2M
49,685
+12%
增持
NACP
IMPACT SHS TR I
+$1.2M
49,685
+154%
增持
XLK
SELECT SECTOR SPDR TR
+$1.2M
11,568
+82%
增持
NEE
NEXTERA ENERGY INC
+$1.1M
33,084
+49%
建仓
PAPR
INNOVATOR ETFS TRUST
+$1.1M
32,791
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
114,322
-11%
增持
ARCC
ARES CAPITAL CORP
+$1.1M
408,389
+8%
建仓
PJAN
INNOVATOR ETFS TRUST
+$1.0M
26,581
减持
SDY
SPDR SER TR
+$1.0M
244,989
-2%
减持
MCD
MCDONALDS CORP
-$1.0M
36,359
-1%
增持
VTV
VANGUARD INDEX FDS
+$987.1K
31,362
+15%
增持
IEFA
ISHARES TR
+$986.1K
121,826
+6%
增持
WMT
WALMART INC
+$946.8K
93,406
+214%
减持
NKE
NIKE INC
-$933.5K
49,580
-3%
增持
SCHM
SCHWAB STRATEGIC TR
+$881.2K
83,696
+9%
增持
CVX
CHEVRON CORP NEW
+$879.0K
37,414
+6%
增持
GLD
SPDR GOLD TR
+$866.1K
13,397
+26%
减持
RKT
ROCKET COS INC
-$856.3K
80,250
-42%
清仓
—
DOCUSIGN INC
-$840.8K
0
-100%
减持
SHV
ISHARES TR
-$832.4K
5,372
-58%
增持
—
AON PLC
+$826.0K
7,139
+68%
减持
ABT
ABBOTT LABS
-$824.0K
90,319
-3%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$787.4K
111,699
+7%
减持
JNJ
JOHNSON & JOHNSON
-$771.8K
81,595
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$767.5K
12,224
-8%
减持
LECO
LINCOLN ELEC HLDGS INC
-$753.2K
66,257
-11%
增持
RTX
RTX CORPORATION
+$748.4K
26,617
+8%
减持
DIS
DISNEY WALT CO
+$740.9K
55,864
-2%
减持
—
ACCENTURE PLC IRELAND
-$733.6K
14,355
-2%
减持
V
VISA INC
+$719.2K
40,929
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
+$715.7K
843
-3%
增持
CEG
CONSTELLATION ENERGY CORP
+$714.9K
5,177
+55%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$713.7K
60,226
-10%
减持
PFE
PFIZER INC
-$710.7K
116,634
-17%
增持
GS
GOLDMAN SACHS GROUP INC
+$685.0K
8,457
+4%
减持
DVY
ISHARES TR
-$678.7K
27,716
-21%
减持
EEM
ISHARES TR
-$666.7K
27,862
-40%
增持
MA
MASTERCARD INCORPORATED
+$647.3K
17,111
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$633.0K
11,751
+19%
减持
EMXC
ISHARES INC
-$609.5K
9,865
-54%
减持
ORCL
ORACLE CORP
+$605.7K
68,979
-2%
增持
ADBE
ADOBE INC
-$603.8K
5,841
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$589.6K
148,494
+3%
减持
PWR
QUANTA SVCS INC
+$581.3K
11,717
-0%
建仓
SFLR
INNOVATOR ETFS TRUST
+$578.9K
19,472
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$574.4K
5,952
+7%
减持
SBUX
STARBUCKS CORP
-$570.4K
19,215
-9%
减持
SHY
ISHARES TR
-$570.3K
43,867
-13%
减持
EMR
EMERSON ELEC CO
+$566.5K
33,372
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$565.2K
10,172
+55%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$553.8K
9,855
减持
EFA
ISHARES TR
-$540.7K
109,048
-12%
增持
VHT
VANGUARD WORLD FD
+$508.7K
20,406
+6%
增持
VXF
VANGUARD INDEX FDS
+$505.6K
25,408
+9%
清仓
—
SPLUNK INC
-$505.3K
0
-100%
减持
—
ARISTA NETWORKS INC
+$503.7K
6,941
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$497.8K
8,743
+12%
增持
DHR
DANAHER CORPORATION
+$489.1K
19,952
+2%
减持
QCOM
QUALCOMM INC
+$487.0K
12,898
-1%
增持
CVS
CVS HEALTH CORP
-$486.8K
26,005
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$479.3K
62,921
-13%
减持
PEP
PEPSICO INC
+$469.6K
80,564
-3%
减持
—
PIONEER NAT RES CO
-$456.5K
100
-95%
减持
—
MEDTRONIC PLC
-$446.0K
11,961
-32%
减持
WFC
WELLS FARGO CO NEW
+$442.9K
46,857
-5%
减持
KO
COCA COLA CO
+$429.2K
100,555
-1%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$417.1K
2,557
-49%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$416.9K
30,495
-0%
增持
C
CITIGROUP INC
+$415.8K
27,529
+7%
清仓
NOCT
INNOVATOR ETFS TR
-$412.2K
0
-100%
减持
GL
GLOBE LIFE INC
-$394.1K
3,106
-43%
增持
BAC
BANK AMERICA CORP
+$392.5K
69,386
+3%
减持
IWB
ISHARES TR
+$381.5K
42,388
-5%
减持
USMV
ISHARES TR
+$377.5K
145,967
-3%
增持
NDSN
NORDSON CORP
+$372.5K
11,642
+9%
增持
QQQ
INVESCO QQQ TR
+$368.8K
9,655
+1%
增持
OC
OWENS CORNING NEW
+$366.7K
5,155
+42%
减持
SJM
SMUCKER J M CO
-$362.7K
4,700
-35%
建仓
GEV
GE VERNOVA LLC
+$360.1K
2,229
减持
APD
AIR PRODS & CHEMS INC
-$357.9K
7,168
-9%
减持
KKR
KKR & CO INC
+$352.8K
21,184
-1%
建仓
SNPE
DBX ETF TR
+$345.9K
7,256
减持
OXY
OCCIDENTAL PETE CORP
-$345.8K
6,674
-48%
增持
SCHA
SCHWAB STRATEGIC TR
+$329.8K
20,094
+49%
增持
GWW
GRAINGER W W INC
+$327.9K
1,336
+18%
减持
DGS
WISDOMTREE TR
-$327.3K
9,232
-43%
清仓
—
SPLUNK INC
-$319.7K
0
-100%
建仓
NMFC
NEW MTN FIN CORP
+$319.2K
25,392
减持
IWR
ISHARES TR
+$316.4K
124,195
-2%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$314.3K
98,218
-2%
建仓
SOLV
SOLVENTUM CORP
+$313.2K
4,960
减持
BDX
BECTON DICKINSON & CO
-$309.0K
11,219
-8%
减持
VFH
VANGUARD WORLD FD
-$307.6K
7,141
-36%
减持
IWM
ISHARES TR
-$307.0K
29,470
-7%
减持
VYM
VANGUARD WHITEHALL FDS
+$303.3K
44,407
-1%
增持
—
CHUBB LIMITED
+$302.4K
8,873
+3%
减持
AVUV
AMERICAN CENTY ETF TR
-$302.2K
2,055
-63%
增持
SPGM
SPDR INDEX SHS FDS
+$299.0K
5,713
+647%
增持
QUAL
ISHARES TR
+$298.7K
18,994
+0%
增持
GE
GENERAL ELECTRIC CO
+$294.7K
9,191
+0%
减持
MSI
MOTOROLA SOLUTIONS INC
+$292.7K
8,113
-3%
