小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 5
增持 106
减持 37
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$47.5M
1,002,539
+13%
增持
VOO
VANGUARD INDEX FDS
+$38.4M
1,145,416
+1%
建仓
—
NEOS ETF TRUST
+$35.7M
3,391,724
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
XLG
INVESCO EXCHANGE TRADED FD T
-$20.1M
996,109
-32%
增持
DFAI
DIMENSIONAL ETF TRUST
+$19.6M
2,361,738
+26%
增持
IVV
ISHARES TR
+$18.2M
444,533
+2%
增持
VO
VANGUARD INDEX FDS
+$18.1M
675,614
+2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$14.0M
0
-100%
增持
USHY
ISHARES TR
+$13.9M
381,461
+3010%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$12.8M
438,204
+39%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.2M
1,370,646
+12%
增持
VB
VANGUARD INDEX FDS
+$12.0M
487,824
+3%
增持
VTV
VANGUARD INDEX FDS
+$10.6M
637,908
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.2M
130,860
+6%
减持
NSC
NORFOLK SOUTHN CORP
+$10.0M
297,080
-0%
增持
SPDW
SPDR INDEX SHS FDS
+$7.7M
2,580,568
+1%
增持
ENPH
ENPHASE ENERGY INC
+$7.5M
107,532
+129%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$7.4M
624,683
+2324%
减持
QCOM
QUALCOMM INC
-$7.4M
47,918
-38%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$7.0M
279,268
+32%
增持
IJR
ISHARES TR
+$6.7M
478,614
+4%
增持
QUAL
ISHARES TR
+$6.6M
474,360
+3%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$6.5M
552,918
-0%
增持
ORCL
ORACLE CORP
+$6.5M
218,641
+0%
减持
DBX
DROPBOX INC
-$6.4M
60
-100%
减持
CAT
CATERPILLAR INC
+$6.4M
110,328
-0%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$6.2M
2,898,905
+10%
减持
DLTR
DOLLAR TREE INC
-$5.7M
27,359
-62%
增持
IWR
ISHARES TR
+$5.6M
781,250
+0%
增持
GOVT
ISHARES TR
+$5.5M
3,113,336
+4%
减持
IWF
ISHARES TR
+$5.2M
640,983
-1%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.1M
45,932
+8%
增持
MA
MASTERCARD INCORPORATED
+$5.1M
57,945
+9%
增持
IWD
ISHARES TR
+$5.1M
224,206
+4%
减持
WMT
WALMART INC
+$4.9M
389,834
-1%
减持
BIL
SPDR SER TR
-$4.8M
54,837
-49%
减持
GOOGL
ALPHABET INC
-$4.8M
292,947
-0%
增持
IJH
ISHARES TR
+$4.8M
958,395
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$4.3M
28,069
+32%
减持
HD
HOME DEPOT INC
+$4.3M
71,244
-0%
增持
PGR
PROGRESSIVE CORP
+$4.3M
90,836
+0%
减持
SDY
SPDR SER TR
+$4.2M
287,471
-0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$4.2M
2,703,012
+5%
增持
DLN
WISDOMTREE TR
+$4.1M
690,959
+0%
增持
PYPL
PAYPAL HLDGS INC
+$4.0M
200,613
+0%
增持
RTX
RTX CORPORATION
+$3.9M
170,870
+2%
增持
SCHR
SCHWAB STRATEGIC TR
+$3.9M
683,617
+8%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$3.7M
2,537,475
+5%
减持
JNJ
JOHNSON & JOHNSON
+$3.7M
238,514
-0%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$3.6M
2,433,242
+4%
减持
SHV
ISHARES TR
-$3.5M
53,204
-37%
增持
AGG
ISHARES TR
+$3.4M
138,260
+26%
减持
IEFA
ISHARES TR
+$3.4M
725,682
-1%
增持
EFA
ISHARES TR
+$3.4M
459,202
+3%
增持
ZTS
ZOETIS INC
+$3.3M
82,757
+11%
减持
FISV
FISERV INC
+$3.2M
113,019
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.2M
114,697
+8%
增持
AVGO
BROADCOM INC
+$3.1M
98,117
+1042%
减持
SPY
SPDR S&P 500 ETF TR
+$3.1M
114,794
-0%
增持
MSFT
MICROSOFT CORP
-$3.1M
306,815
+1%
增持
PG
PROCTER AND GAMBLE CO
+$3.0M
221,166
+3%
增持
ABBV
ABBVIE INC
+$3.0M
100,457
+2%
增持
—
EATON CORP PLC
+$2.9M
39,723
+22%
减持
LQD
ISHARES TR
-$2.9M
65,890
-32%
增持
KEY
KEYCORP
+$2.8M
633,905
+15%
减持
—
FTAI AVIATION LTD
+$2.8M
108,009
-4%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.7M
117,717
-0%
增持
TSLA
TESLA INC
+$2.7M
40,061
+2%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$2.7M
33,737
-53%
减持
PH
PARKER-HANNIFIN CORP
+$2.6M
20,800
-0%
增持
IWM
ISHARES TR
+$2.5M
108,177
+3%
增持
BX
BLACKSTONE INC
+$2.5M
70,725
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$2.5M
669,498
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$2.5M
250,405
+1%
减持
DHR
DANAHER CORPORATION
+$2.5M
87,401
-0%
增持
SPGI
S&P GLOBAL INC
+$2.4M
12,701
+37%
增持
SPGM
SPDR INDEX SHS FDS
+$2.4M
43,439
+541%
增持
—
ACCENTURE PLC IRELAND
+$2.3M
22,634
+20%
减持
EFAV
ISHARES TR
-$2.3M
8,573
-80%
增持
META
META PLATFORMS INC
+$2.2M
24,703
+5%
增持
NFLX
NETFLIX INC
+$2.2M
5,219
+140%
增持
IWS
ISHARES TR
+$2.2M
97,054
+10%
增持
COST
COSTCO WHSL CORP NEW
+$2.2M
46,073
+1%
增持
MCD
MCDONALDS CORP
+$2.2M
43,920
+0%
增持
TDG
TRANSDIGM GROUP INC
+$2.2M
2,164
+206%
增持
ACWX
ISHARES TR
+$2.2M
80,650
+76%
增持
GE
GE AEROSPACE
+$2.1M
28,274
+41%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$2.1M
126,767
+1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
91,951
+15%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
556,939
+9%
增持
PFM
INVESCO EXCHANGE TRADED FD T
+$2.1M
434,840
+2%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$2.0M
43,583
+4384%
增持
AXP
AMERICAN EXPRESS CO
+$2.0M
46,935
+1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.0M
133,742
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.0M
41,879
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$2.0M
223,588
+0%
增持
MKL
MARKEL GROUP INC
+$1.9M
1,817
+215%
增持
IWB
ISHARES TR
+$1.9M
65,723
+4%
增持
IVE
ISHARES TR
+$1.9M
112,787
+1%
减持
VTI
VANGUARD INDEX FDS
+$1.9M
124,121
-0%
增持
VBK
VANGUARD INDEX FDS
+$1.9M
7,973
+695%
增持
JAAA
JANUS DETROIT STR TR
+$1.9M
346,505
+12%
增持
BKNG
BOOKING HOLDINGS INC
+$1.9M
4,232
+5%
增持
BND
VANGUARD BD INDEX FDS
+$1.8M
119,476
+21%
增持
—
MEDTRONIC PLC
+$1.8M
38,718
+82%
增持
EEM
ISHARES TR
+$1.8M
83,516
+76%
减持
LOW
LOWES COS INC
+$1.8M
41,825
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.8M
41,092
+2%
增持
—
EXXON MOBIL CORP
+$1.8M
206,448
+6%
增持
CNI
CANADIAN NATL RY CO
+$1.7M
15,293
+2264%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.7M
4,217
+259%
增持
LMT
LOCKHEED MARTIN CORP
+$1.7M
13,140
+2%
增持
IWN
ISHARES TR
+$1.6M
22,801
+60%
增持
SNPS
SYNOPSYS INC
-$1.6M
21,045
+2%
减持
SGOV
ISHARES TR
-$1.6M
113,023
-12%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.6M
84,285
+18%
增持
—
AON PLC
+$1.5M
10,466
+48%
减持
INTC
INTEL CORP
-$1.5M
125,625
-13%
增持
FAST
FASTENAL CO
+$1.5M
26,737
+335%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$1.5M
47,499
+165%
增持
UBER
UBER TECHNOLOGIES INC
+$1.5M
29,430
+197%
增持
NEE
NEXTERA ENERGY INC
+$1.5M
87,714
+5%
减持
IWV
ISHARES TR
+$1.5M
93,203
-1%
增持
IVW
ISHARES TR
+$1.5M
364,775
+1%
增持
MMM
3M CO
+$1.5M
31,395
+13%
减持
KO
COCA COLA CO
+$1.4M
179,013
-1%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
510,932
-1%
增持
TSCO
TRACTOR SUPPLY CO
+$1.4M
9,363
+85%
清仓
—
CEDAR FAIR L P
-$1.3M
0
-100%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$1.3M
109,294
+2%
增持
MLM
MARTIN MARIETTA MATLS INC
+$1.3M
4,345
+135%
增持
IQV
IQVIA HLDGS INC
+$1.3M
5,891
+1864%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$1.3M
177,161
+0%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$1.3M
1,500
减持
IXN
ISHARES TR
-$1.3M
8,162
-66%
建仓
EAGL
2023 ETF SERIES TRUST
+$1.3M
47,528
增持
DE
DEERE & CO
+$1.3M
16,778
+10%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.3M
24,720
+7%
建仓
UAUG
INNOVATOR ETFS TRUST
+$1.3M
35,716
增持
VOT
VANGUARD INDEX FDS
+$1.2M
17,993
+31%
增持
TXN
TEXAS INSTRS INC
+$1.2M
98,175
+0%
建仓
SIRI
SIRIUSXM HOLDINGS INC
+$1.2M
50,504
增持
AMGN
AMGEN INC
+$1.2M
35,520
+8%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$1.2M
213,776
+46%
增持
VYM
VANGUARD WHITEHALL FDS
+$1.2M
98,735
+2%
减持
CSCO
CISCO SYS INC
+$1.2M
244,736
-2%
增持
GLD
SPDR GOLD TR
+$1.1M
39,463
+0%
增持
LH
LABCORP HOLDINGS INC
+$1.1M
56,391
+0%
增持
BDX
BECTON DICKINSON & CO
+$1.1M
18,929
+28%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.1M
120,732
-2%
