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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 23
增持 127
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$357.3M
1,131,618
+160%
增持
IWF
ISHARES TR
+$231.4M
645,742
+5391%
增持
IVV
ISHARES TR
+$194.0M
435,343
+415%
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
AAPL
APPLE INC
+$99.0M
883,308
+89%
增持
VTV
VANGUARD INDEX FDS
+$95.8M
628,439
+1904%
增持
VO
VANGUARD INDEX FDS
+$92.1M
661,446
+138%
增持
SPDW
SPDR INDEX SHS FDS
+$89.2M
2,543,331
+16955440%
增持
QUAL
ISHARES TR
+$75.3M
459,353
+2318%
增持
MSFT
MICROSOFT CORP
+$71.7M
302,291
+97%
增持
GOVT
ISHARES TR
+$67.5M
2,991,771
+166202%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$67.5M
1,474,628
增持
VB
VANGUARD INDEX FDS
+$66.7M
475,695
+187%
增持
NSC
NORFOLK SOUTHN CORP
+$63.2M
297,197
+11128%
增持
DFAI
DIMENSIONAL ETF TRUST
+$55.0M
1,868,990
+11972%
增持
IWR
ISHARES TR
+$53.0M
780,185
+528%
增持
NVDA
NVIDIA CORPORATION
+$51.7M
513,511
+3863%
增持
DLN
WISDOMTREE TR
+$50.1M
689,678
+43969%
建仓
BSCT
INVESCO EXCH TRD SLF IDX FD
+$46.6M
2,568,530
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$46.5M
2,329,347
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$46.3M
2,410,517
增持
IEFA
ISHARES TR
+$44.2M
733,475
+502%
建仓
BSCU
INVESCO EXCH TRD SLF IDX FD
+$43.0M
2,642,706
增持
AMZN
AMAZON COM INC
+$38.6M
318,973
+158%
增持
CAT
CATERPILLAR INC
+$34.9M
110,379
+2013%
增持
IWD
ISHARES TR
+$34.5M
214,912
+1174%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$29.4M
314,312
+62017%
增持
GOOGL
ALPHABET INC
+$28.3M
293,025
+97%
增持
JPM
JPMORGAN CHASE & CO.
+$26.9M
248,867
+111%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$26.6M
122,990
+115%
增持
EFA
ISHARES TR
+$26.3M
447,433
+310%
增持
SPEM
SPDR INDEX SHS FDS
+$25.2M
668,155
+3340675%
增持
SPY
SPDR S&P 500 ETF TR
+$23.2M
115,322
+52%
增持
ORCL
ORACLE CORP
+$22.7M
217,776
+216%
增持
JNJ
JOHNSON & JOHNSON
+$22.6M
239,161
+193%
增持
COST
COSTCO WHSL CORP NEW
+$22.3M
45,436
+116%
增持
PG
PROCTER AND GAMBLE CO
+$21.4M
214,342
+154%
增持
WMT
WALMART INC
+$20.9M
391,817
+319%
建仓
MINT
PIMCO ETF TR
+$20.2M
200,225
建仓
IBMQ
ISHARES TR
+$20.0M
799,571
建仓
IBMP
ISHARES TR
+$19.8M
790,646
建仓
IBMO
ISHARES TR
+$19.6M
773,342
建仓
IBMR
ISHARES TR
+$19.3M
774,637
增持
HYLB
DBX ETF TR
+$18.6M
524,663
+2185996%
增持
PEP
PEPSICO INC
+$18.3M
199,458
+148%
建仓
PFM
INVESCO EXCHANGE TRADED FD T
+$18.2M
426,029
增持
WM
WASTE MGMT INC DEL
+$17.4M
87,091
+1505%
增持
DHR
DANAHER CORPORATION
+$16.8M
87,419
+338%
增持
LLY
ELI LILLY & CO
+$16.7M
35,153
+76%
增持
CVX
CHEVRON CORP NEW
+$16.4M
144,330
+286%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$16.2M
211,935
+22422%
增持
MA
MASTERCARD INCORPORATED
+$15.7M
53,288
+211%
增持
JAAA
JANUS DETROIT STR TR
+$15.6M
309,702
+13436%
增持
FISV
FISERV INC
+$15.5M
114,425
+1054%
增持
UNH
UNITEDHEALTH GROUP INC
+$15.5M
42,707
+249%
增持
IWM
ISHARES TR
+$15.4M
105,426
+258%
增持
TXN
TEXAS INSTRS INC
+$15.4M
98,101
+394%
增持
ADBE
ADOBE INC
+$15.2M
32,437
+455%
增持
CRM
SALESFORCE INC
+$15.1M
73,826
+433%
增持
BKNG
BOOKING HOLDINGS INC
+$14.5M
4,032
+903%
增持
SPHY
SPDR SER TR
+$14.4M
622,138
+39755%
增持
HON
HONEYWELL INTL INC
+$14.4M
79,883
+510%
增持
RTX
RTX CORPORATION
+$14.0M
167,835
+531%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$14.0M
663,430
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.7M
553,863
+3093%
增持
SCHW
SCHWAB CHARLES CORP
+$13.6M
223,453
+490%
增持
GOOG
ALPHABET INC
+$13.6M
171,559
+64%
增持
PANW
PALO ALTO NETWORKS INC
+$13.1M
49,248
+319%
增持
QCOM
QUALCOMM INC
+$13.1M
77,881
+504%
增持
DFAE
DIMENSIONAL ETF TRUST
+$13.0M
510,291
+7770%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$13.0M
118,231
+394%
增持
IJR
ISHARES TR
+$12.6M
462,377
+38%
增持
ZTS
ZOETIS INC
+$12.4M
74,498
+2328%
增持
SNPS
SYNOPSYS INC
+$12.1M
20,580
+10400%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$11.7M
125,341
+12534000%
增持
AMD
ADVANCED MICRO DEVICES INC
+$11.7M
80,254
+834%
建仓
LH
LABCORP HOLDINGS INC
+$11.5M
56,375
增持
ULTA
ULTA BEAUTY INC
+$11.2M
29,220
+13814%
增持
PYPL
PAYPAL HLDGS INC
+$11.0M
200,480
+1898%
增持
IWS
ISHARES TR
+$10.6M
87,835
+20519%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$10.4M
67,016
+167440%
增持
LQD
ISHARES TR
+$10.2M
96,870
+7879%
增持
SHYG
ISHARES TR
+$10.2M
241,071
+98296%
增持
MUB
ISHARES TR
+$10.1M
125,105
+319%
增持
SJNK
SPDR SER TR
+$10.1M
405,201
+14907%
增持
BIL
SPDR SER TR
+$9.8M
107,347
+21199%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$9.7M
107,581
+384118%
增持
—
EXXON MOBIL CORP
+$9.6M
194,906
+79%
增持
VTI
VANGUARD INDEX FDS
+$9.5M
124,350
+35%
增持
HD
HOME DEPOT INC
+$9.2M
71,478
+59%
增持
AGG
ISHARES TR
+$9.2M
109,425
+618%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$9.1M
105,735
+113%
增持
VUG
VANGUARD INDEX FDS
+$9.0M
28,758
+478%
增持
SHV
ISHARES TR
+$8.8M
84,605
+1475%
增持
ITOT
ISHARES TR
+$8.4M
83,575
+544%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$8.4M
8,758
+902%
增持
ABBV
ABBVIE INC
+$8.2M
98,456
+84%
增持
BOND
PIMCO ETF TR
+$7.6M
85,444
+3428%
增持
IJH
ISHARES TR
+$7.2M
938,811
+18%
增持
AVGO
BROADCOM INC
+$7.2M
8,590
+74%
增持
BND
VANGUARD BD INDEX FDS
+$7.0M
98,976
+6224%
增持
DLTR
DOLLAR TREE INC
+$6.7M
71,396
+819%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.6M
68,354
+2392%
增持
IWB
ISHARES TR
+$6.6M
62,951
+49%
建仓
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$6.5M
339,857
增持
DBX
DROPBOX INC
+$6.4M
285,875
+476358%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.2M
96,945
+118%
建仓
AHRT
ARMADA HOFFLER PPTYS INC
+$6.1M
553,921
增持
SLB
SCHLUMBERGER LTD
+$6.0M
134,903
+1747%
建仓
IEI
ISHARES TR
+$6.0M
51,944
增持
IWP
ISHARES TR
+$5.6M
55,151
+1247%
增持
GLD
SPDR GOLD TR
+$5.5M
39,278
+193%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$5.5M
92,934
增持
V
VISA INC
+$5.5M
64,400
+57%
增持
MRK
MERCK & CO INC
+$5.3M
119,087
+64%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.3M
145,019
+1927%
建仓
PRAA
PRA GROUP INC
+$5.1M
259,654
增持
KO
COCA COLA CO
+$5.1M
180,196
+79%
增持
AMGN
AMGEN INC
+$4.9M
32,830
+90%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.9M
249,591
+68%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$4.8M
194,374
+74%
增持
META
META PLATFORMS INC
+$4.8M
23,616
+55%
建仓
TOWN
TOWNEBANK PORTSMOUTH VA
+$4.7M
174,084
建仓
ENPH
ENPHASE ENERGY INC
+$4.7M
46,855
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.6M
42,102
+166%
增持
SHY
ISHARES TR
+$4.6M
99,805
+128%
增持
ACWI
ISHARES TR
+$4.5M
48,050
+493%
增持
CWI
SPDR INDEX SHS FDS
+$4.4M
157,367
+89313%
增持
AOA
ISHARES TR
+$4.4M
59,386
+37016%
增持
SDY
SPDR SER TR
+$4.4M
287,780
+17%
增持
IVW
ISHARES TR
+$4.3M
361,569
+5%
增持
ABT
ABBOTT LABS
+$4.2M
131,774
+46%
增持
LOW
LOWES COS INC
+$4.2M
43,261
+88%
增持
QQQ
INVESCO QQQ TR
+$4.1M
17,486
+81%
建仓
ITM
VANECK ETF TRUST
+$4.0M
87,895
增持
CSCO
CISCO SYS INC
+$4.0M
249,779
+55%
增持
DAL
DELTA AIR LINES INC DEL
+$4.0M
86,359
+4898%
增持
NOBL
PROSHARES TR
+$3.9M
42,706
+2479%
增持
ELV
ELEVANCE HEALTH INC
+$3.9M
8,858
+424%
增持
DUK
DUKE ENERGY CORP NEW
+$3.9M
41,538
+1382%
增持
SO
SOUTHERN CO
+$3.8M
57,977
+596%
建仓
PULS
PGIM ETF TR
+$3.8M
77,111
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.8M
134,220
+17%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$3.7M
176,478
+21%
增持
AXP
AMERICAN EXPRESS CO
+$3.7M
46,322
+57%
增持
LMT
LOCKHEED MARTIN CORP
+$3.5M
12,891
+145%
增持
NEE
NEXTERA ENERGY INC
+$3.5M
83,707
+153%
增持
T
AT&T INC
+$3.4M
220,631
+365%
增持
PH
PARKER-HANNIFIN CORP
+$3.3M
20,802
+58%
增持
BX
BLACKSTONE INC
+$3.3M
67,549
+62%
建仓
UMAR
INNOVATOR ETFS TRUST
+$3.2M
96,517
