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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 10
增持 64
减持 68
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$68.9M
1,522,333
+48060%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$42.4M
359,205
+213%
建仓
HYBI
NEOS ETF TRUST
+$36.6M
714,796
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。
清仓
—
NEOS ETF TRUST
-$35.7M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$27.7M
1,173,138
+2%
增持
AGG
ISHARES TR
+$17.5M
324,667
+135%
增持
BIL
SPDR SER TR
+$16.7M
237,552
+333%
减持
AAPL
APPLE INC
+$16.0M
996,651
-1%
减持
IWD
ISHARES TR
-$15.1M
148,553
-34%
减持
SPHY
SPDR SER TR
-$13.8M
60,281
-91%
增持
CSGP
COSTAR GROUP INC
+$12.3M
177,487
+3300%
减持
ENPH
ENPHASE ENERGY INC
-$12.2M
36
-100%
增持
AMZN
AMAZON COM INC
+$11.3M
333,529
+0%
建仓
ACI
ALBERTSONS COS INC
+$9.5M
484,880
增持
JPM
JPMORGAN CHASE & CO.
+$8.1M
254,113
+1%
减持
IWF
ISHARES TR
-$7.9M
579,557
-10%
增持
SPDW
SPDR INDEX SHS FDS
-$7.7M
2,613,821
+1%
减持
NSC
NORFOLK SOUTHN CORP
-$6.9M
285,267
-4%
减持
GOOGL
ALPHABET INC
+$6.7M
292,115
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$6.2M
73,520
-20%
增持
AVGO
BROADCOM INC
+$6.0M
98,980
+1%
减持
JNJ
JOHNSON & JOHNSON
-$6.0M
225,891
-5%
减持
TSLA
TESLA INC
+$5.5M
39,680
-1%
增持
GOOG
ALPHABET INC
+$5.4M
197,766
+2%
减持
MSFT
MICROSOFT CORP
-$5.1M
301,176
-2%
减持
VONV
VANGUARD SCOTTSDALE FDS
-$5.0M
224,459
-20%
减持
IVV
ISHARES TR
+$5.0M
444,099
-0%
增持
CRM
SALESFORCE INC
+$4.8M
73,994
+1%
减持
LLY
ELI LILLY & CO
-$4.6M
33,973
-2%
增持
VB
VANGUARD INDEX FDS
+$4.6M
500,636
+3%
增持
JAAA
JANUS DETROIT STR TR
+$4.3M
432,309
+25%
增持
IEFA
ISHARES TR
-$4.3M
745,173
+3%
减持
NVDA
NVIDIA CORPORATION
+$4.2M
493,350
-3%
增持
VO
VANGUARD INDEX FDS
+$4.2M
690,637
+2%
减持
PEP
PEPSICO INC
-$4.0M
196,021
-1%
增持
DHR
DANAHER CORPORATION
-$4.0M
88,503
+1%
减持
CAT
CATERPILLAR INC
-$3.9M
108,088
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.9M
45,326
-1%
增持
MINT
PIMCO ETF TR
+$3.9M
248,000
+19%
清仓
—
BLACKROCK INC
-$3.9M
0
-100%
减持
SHYG
ISHARES TR
-$3.9M
152,859
-36%
建仓
BLK
BLACKROCK INC
+$3.8M
3,745
减持
SJNK
SPDR SER TR
-$3.8M
258,311
-36%
减持
EFA
ISHARES TR
-$3.7M
458,406
-0%
增持
USHY
ISHARES TR
+$3.7M
491,880
+29%
减持
—
EXXON MOBIL CORP
-$3.7M
190,498
-8%
增持
KEY
KEYCORP
+$3.5M
822,746
+30%
增持
NACP
TIDAL TRUST III
+$3.4M
134,261
+172%
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$3.4M
13,034
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$3.3M
0
-100%
增持
QUAL
ISHARES TR
+$3.3M
495,972
+5%
减持
WMT
WALMART INC
+$3.3M
384,463
-1%
建仓
ANET
ARISTA NETWORKS INC
+$3.1M
27,904
增持
BOND
PIMCO ETF TR
+$2.9M
126,631
+40%
增持
V
VISA INC
+$2.7M
64,440
+1%
减持
FISV
FISERV INC
+$2.7M
112,146
-1%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.7M
9,511
-86%
增持
VTEB
VANGUARD MUN BD FDS
+$2.7M
244,535
+31%
增持
SDY
SPDR SER TR
-$2.7M
288,586
+0%
增持
MYO
MYOMO INC
+$2.7M
425,589
+3191%
清仓
—
ARISTA NETWORKS INC
-$2.6M
0
-100%
减持
SNPS
SYNOPSYS INC
-$2.6M
16,575
-21%
减持
AMGN
AMGEN INC
-$2.5M
34,218
-4%
建仓
PYLD
PIMCO ETF TR
+$2.5M
96,151
减持
LYV
LIVE NATION ENTERTAINMENT IN
+$2.5M
126,229
-0%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$2.4M
385,754
-12%
建仓
IBDW
ISHARES TR
+$2.4M
119,393
减持
PG
PROCTER AND GAMBLE CO
-$2.4M
214,036
-3%
建仓
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$2.4M
59,152
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$2.4M
69,698
+2%
增持
ZTS
ZOETIS INC
-$2.3M
85,051
+3%
减持
CVS
CVS HEALTH CORP
-$2.3M
12,555
-72%
减持
BKNG
BOOKING HOLDINGS INC
+$2.2M
4,027
-5%
增持
SCHW
SCHWAB CHARLES CORP
+$2.1M
224,758
+1%
减持
MRK
MERCK & CO INC
-$2.1M
120,429
-3%
增持
SUB
ISHARES TR
+$2.1M
24,969
+424%
增持
ADBE
ADOBE INC
-$2.1M
33,311
+2%
增持
COST
COSTCO WHSL CORP NEW
+$2.1M
46,850
+2%
减持
ABBV
ABBVIE INC
-$2.1M
100,073
-0%
减持
KO
COCA COLA CO
-$2.0M
174,361
-3%
减持
IWM
ISHARES TR
-$2.0M
99,253
-8%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
197,222
+11%
增持
PANW
PALO ALTO NETWORKS INC
+$2.0M
106,387
+109%
增持
HON
HONEYWELL INTL INC
+$1.9M
84,076
+2%
增持
MA
MASTERCARD INCORPORATED
+$1.9M
57,997
+0%
建仓
GDEC
FIRST TR EXCHNG TRADED FD VI
+$1.9M
56,883
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.9M
9,904
-79%
减持
ACWX
ISHARES TR
-$1.9M
52,710
-35%
减持
—
MEDTRONIC PLC
-$1.9M
20,357
-47%
减持
QCOM
QUALCOMM INC
-$1.8M
41,052
-14%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
31,009
+9%
增持
ULTA
ULTA BEAUTY INC
+$1.8M
31,106
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.8M
115,392
+1%
减持
AMAT
APPLIED MATLS INC
-$1.8M
37,063
-4%
增持
DLN
WISDOMTREE TR
+$1.7M
720,287
+4%
减持
IVW
ISHARES TR
+$1.7M
361,139
-1%
增持
TXN
TEXAS INSTRS INC
-$1.7M
98,991
+1%
减持
VBK
VANGUARD INDEX FDS
-$1.7M
1,494
-81%
增持
ARCC
ARES CAPITAL CORP
+$1.7M
583,638
+10%
减持
IWS
ISHARES TR
-$1.6M
86,746
-11%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.6M
979,908
-2%
增持
SPEM
SPDR INDEX SHS FDS
-$1.5M
680,062
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
-$1.5M
2,517,712
+7%
减持
SHW
SHERWIN WILLIAMS CO
-$1.5M
27,005
-4%
减持
BDX
BECTON DICKINSON & CO
-$1.5M
13,376
-29%
增持
PYPL
PAYPAL HLDGS INC
+$1.5M
201,302
+0%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.5M
2,646,447
+4%
减持
PGR
PROGRESSIVE CORP
-$1.5M
89,933
-1%
增持
IBMP
ISHARES TR
+$1.5M
880,117
+9%
增持
IBMO
ISHARES TR
+$1.5M
863,305
+8%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.4M
14,007
+6%
增持
VTI
VANGUARD INDEX FDS
+$1.4M
126,179
+2%
增持
ACWV
ISHARES INC
+$1.4M
27,615
+98%
增持
GOVT
ISHARES TR
-$1.4M
3,115,335
+0%
减持
INTC
INTEL CORP
-$1.4M
76,674
-39%
减持
HD
HOME DEPOT INC
-$1.4M
70,611
-1%
减持
LMT
LOCKHEED MARTIN CORP
-$1.4M
12,962
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.4M
129,838
-1%
减持
IWN
ISHARES TR
-$1.4M
14,859
-35%
增持
ELV
ELEVANCE HEALTH INC
-$1.3M
8,775
+0%
清仓
—
LAM RESEARCH CORP
-$1.3M
0
-100%
减持
USMV
ISHARES TR
-$1.3M
118,887
-8%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.3M
142
-99%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.3M
118,274
+0%
减持
ORCL
ORACLE CORP
-$1.3M
215,917
-1%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$1.3M
186,170
-2%
减持
—
STERIS PLC
-$1.3M
4,403
-50%
减持
TGT
TARGET CORP
-$1.2M
41,654
-5%
减持
WFC
WELLS FARGO CO NEW
+$1.2M
91,702
-1%
增持
SCHF
SCHWAB STRATEGIC TR
-$1.2M
250,306
+76%
减持
WSM
WILLIAMS SONOMA INC
-$1.2M
11,109
-47%
减持
MCD
MCDONALDS CORP
-$1.2M
41,984
-4%
增持
IBMR
ISHARES TR
+$1.2M
862,163
+8%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.2M
2,836,756
+5%
减持
NEE
NEXTERA ENERGY INC
-$1.2M
87,196
-1%
减持
PFE
PFIZER INC
-$1.1M
199,904
-10%
增持
SMH
VANECK ETF TRUST
+$1.1M
4,848
+3940%
增持
IBMQ
ISHARES TR
+$1.1M
878,265
+7%
减持
LQD
ISHARES TR
-$1.1M
59,283
-10%
清仓
PJAN
INNOVATOR ETFS TRUST
-$1.1M
0
-100%
减持
DLTR
DOLLAR TREE INC
-$1.1M
11,175
-59%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.1M
3,066,675
+6%
建仓
LRCX
LAM RESEARCH CORP
+$1.1M
14,681
增持
ACWI
ISHARES TR
+$1.1M
59,737
+20%
减持
IVE
ISHARES TR
-$1.0M
111,047
-2%
增持
IJR
ISHARES TR
+$1.0M
494,879
+3%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.0M
2,536,633
+4%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$1.0M
145,074
-6%
清仓
—
ISHARES TR
-$1.0M
0
-100%
清仓
GOGO
GOGO INC
-$964.7K
0
-100%
