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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 8
增持 79
减持 61
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
GOVT
ISHARES TR
-$66.4M
226,075
-93%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.3M
601,594
+67%
减持
AAPL
APPLE INC
-$35.4M
964,160
-3%
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
VOO
VANGUARD INDEX FDS
-$32.1M
1,167,420
-0%
减持
IWF
ISHARES TR
-$27.4M
568,526
-2%
增持
DLN
WISDOMTREE TR
+$26.1M
1,034,949
+44%
减持
MINT
PIMCO ETF TR
-$22.7M
21,988
-91%
增持
IEI
ISHARES TR
+$21.1M
231,983
+326%
减持
SPEM
SPDR INDEX SHS FDS
-$20.5M
142,394
-79%
减持
BIL
SPDR SER TR
-$19.5M
24,205
-90%
减持
USHY
ISHARES TR
-$17.7M
9,711
-98%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$16.6M
117,109
+2216%
增持
UBER
UBER TECHNOLOGIES INC
+$16.0M
244,115
+733%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$16.0M
54,607
-80%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$15.8M
1,831,622
+20%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.4M
137,503
+6%
减持
NVDA
NVIDIA CORPORATION
-$13.6M
485,843
-2%
减持
IVV
ISHARES TR
-$13.4M
441,479
-1%
减持
—
FTAI AVIATION LTD
-$13.2M
2,385
-97%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$12.6M
20
+300%
减持
VB
VANGUARD INDEX FDS
-$12.4M
486,762
-3%
增持
JAAA
JANUS DETROIT STR TR
+$12.0M
669,077
+55%
减持
UNH
UNITEDHEALTH GROUP INC
-$11.6M
21,663
-52%
减持
LH
LABCORP HOLDINGS INC
-$11.0M
10,071
-83%
增持
MSFT
MICROSOFT CORP
-$10.9M
309,075
+3%
增持
GOOGL
ALPHABET INC
-$10.1M
292,587
+0%
减持
AGG
ISHARES TR
-$9.5M
222,281
-32%
增持
PSTG
PURE STORAGE INC
+$8.8M
199,131
+72311%
增持
SPDW
SPDR INDEX SHS FDS
+$8.8M
2,690,524
+3%
增持
AMZN
AMAZON COM INC
-$8.4M
340,399
+2%
建仓
BKLN
INVESCO EXCH TRADED FD TR II
+$7.9M
379,702
增持
DFAI
DIMENSIONAL ETF TRUST
+$7.8M
2,603,751
+3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$7.6M
12,215
-83%
增持
JNJ
JOHNSON & JOHNSON
+$7.3M
241,149
+7%
减持
AVGO
BROADCOM INC
-$6.7M
96,775
-2%
减持
TSLA
TESLA INC
-$6.7M
35,977
-9%
增持
GOOG
ALPHABET INC
-$6.1M
201,836
+2%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$5.9M
936,481
-4%
增持
ORCL
ORACLE CORP
-$5.6M
217,271
+1%
建仓
BSCW
INVESCO EXCH TRD SLF IDX FD
+$5.4M
263,323
减持
CRM
SALESFORCE INC
-$5.2M
72,918
-1%
减持
VO
VANGUARD INDEX FDS
-$4.9M
686,349
-1%
增持
EFA
ISHARES TR
+$4.7M
481,567
+5%
增持
SCHR
SCHWAB STRATEGIC TR
+$4.7M
1,599,501
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$4.5M
477,516
+24%
增持
NSC
NORFOLK SOUTHN CORP
+$4.5M
301,475
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.2M
1,487,458
+6%
增持
CVX
CHEVRON CORP NEW
+$4.2M
153,251
+4%
增持
QQQ
INVESCO QQQ TR
+$4.1M
26,773
+62%
减持
PGR
PROGRESSIVE CORP
+$3.8M
89,658
-0%
增持
PYPL
PAYPAL HLDGS INC
-$3.8M
205,475
+2%
减持
IEFA
ISHARES TR
+$3.7M
740,739
-1%
减持
LQD
ISHARES TR
-$3.6M
24,693
-58%
清仓
UMAR
INNOVATOR ETFS TRUST
-$3.5M
0
-100%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$3.4M
119,833
-36%
减持
IWR
ISHARES TR
-$3.3M
777,189
-1%
增持
PYLD
PIMCO ETF TR
+$3.3M
219,450
+128%
增持
CAT
CATERPILLAR INC
-$3.3M
108,978
+1%
减持
IVW
ISHARES TR
-$3.2M
360,180
-0%
增持
—
EXXON MOBIL CORP
+$3.2M
199,212
+5%
增持
VTV
VANGUARD INDEX FDS
+$3.1M
657,909
+1%
减持
ABBV
ABBVIE INC
+$3.1M
99,683
-0%
建仓
UJAN
INNOVATOR ETFS TRUST
+$3.1M
80,287
增持
RTX
RTX CORPORATION
+$3.1M
172,110
+1%
增持
MA
MASTERCARD INCORPORATED
+$3.0M
61,269
+6%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$3.0M
257,693
+15%
建仓
QFLR
INNOVATOR ETFS TRUST
+$3.0M
111,956
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$2.9M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
125,993
+9%
增持
WM
WASTE MGMT INC DEL
+$2.8M
89,631
+1%
增持
COST
COSTCO WHSL CORP NEW
+$2.8M
48,371
+3%
增持
IJR
ISHARES TR
-$2.8M
518,532
+5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.7M
117,877
-0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.5M
85,484
-41%
增持
IJH
ISHARES TR
-$2.5M
986,347
+2%
减持
HD
HOME DEPOT INC
-$2.5M
68,180
-3%
减持
PRAA
PRA GROUP INC
-$2.5M
143,819
-45%
减持
SHV
ISHARES TR
-$2.4M
30,664
-42%
增持
HYBI
NEOS ETF TRUST
+$2.4M
780,957
+9%
增持
—
EATON CORP PLC
-$2.4M
41,762
+1%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
+$2.3M
3,001
+100%
减持
IWM
ISHARES TR
-$2.3M
98,319
-1%
增持
AMT
AMERICAN TOWER CORP NEW
+$2.3M
33,516
+23%
建仓
QQQH
NEOS ETF TRUST
+$2.3M
46,594
减持
BX
BLACKSTONE INC
-$2.3M
65,225
-1%
增持
TDG
TRANSDIGM GROUP INC
+$2.2M
3,590
+66%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.1M
11,585
-39%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
667,102
+12%
减持
VTEB
VANGUARD MUN BD FDS
-$2.1M
205,056
-16%
增持
GLD
SPDR GOLD TR
+$2.1M
41,329
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$2.1M
32,225
+19%
建仓
RPC
P10 INC
+$2.0M
171,910
减持
VT
VANGUARD INTL EQUITY INDEX F
-$2.0M
182,503
-7%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$2.0M
2,914,041
+3%
减持
ORLY
OREILLY AUTOMOTIVE INC
+$1.9M
8,511
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$1.9M
7,008
+66%
增持
QUAL
ISHARES TR
-$1.9M
505,727
+2%
增持
CSGP
COSTAR GROUP INC
+$1.9M
184,244
+4%
增持
NFLX
NETFLIX INC
+$1.9M
6,942
+35%
增持
BAM
BROOKFIELD ASSET MANAGMT LTD
+$1.8M
86,283
+98%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$1.8M
2,598,000
+2%
增持
KO
COCA COLA CO
+$1.8M
176,732
+1%
增持
ZTS
ZOETIS INC
+$1.8M
95,085
+12%
增持
SPGI
S&P GLOBAL INC
+$1.7M
15,806
+25%
增持
ULTA
ULTA BEAUTY INC
-$1.7M
32,138
+3%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.7M
130,036
-6%
减持
EEM
ISHARES TR
-$1.7M
39,939
-52%
增持
FAST
FASTENAL CO
+$1.7M
46,147
+77%
增持
MKL
MARKEL GROUP INC
+$1.7M
2,816
+36%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$1.7M
51,720
+1%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
139,093
+10%
减持
AMGN
AMGEN INC
+$1.6M
33,905
-1%
减持
ABT
ABBOTT LABS
+$1.6M
122,774
-5%
增持
DUK
DUKE ENERGY CORP NEW
+$1.6M
50,865
+19%
增持
AKAM
AKAMAI TECHNOLOGIES INC
-$1.6M
114,290
+1%
增持
EAGL
2023 ETF SERIES TRUST
+$1.6M
108,069
+112%
减持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$1.6M
69,511
-0%
增持
PM
PHILIP MORRIS INTL INC
+$1.6M
37,497
+3%
增持
—
AON PLC
+$1.5M
13,466
+26%
增持
INDA
ISHARES TR
+$1.5M
32,676
+995%
减持
VUG
VANGUARD INDEX FDS
-$1.5M
30,253
-2%
减持
LECO
LINCOLN ELEC HLDGS INC
-$1.5M
61,471
-12%
建仓
HEFA
ISHARES TR
+$1.5M
40,134
增持
ADBE
ADOBE INC
-$1.4M
34,847
+5%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$1.4M
156,314
-14%
减持
HON
HONEYWELL INTL INC
-$1.4M
83,055
-1%
增持
DAL
DELTA AIR LINES INC DEL
-$1.4M
86,914
+1%
增持
DE
DEERE & CO
+$1.4M
18,672
+7%
减持
LLY
ELI LILLY & CO
+$1.4M
33,406
-2%
建仓
LADR
LADDER CAP CORP
+$1.3M
115,896
减持
TGT
TARGET CORP
-$1.3M
41,306
-1%
增持
CNI
CANADIAN NATL RY CO
+$1.3M
29,439
+92%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.3M
2,697,302
+2%
减持
MRK
MERCK & CO INC
-$1.3M
119,240
-1%
增持
DHR
DANAHER CORPORATION
-$1.3M
92,872
+5%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$1.3M
41,991
+83%
增持
ACI
ALBERTSONS COS INC
+$1.2M
488,660
+1%
减持
V
VISA INC
+$1.2M
61,563
-4%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.2M
36,122
+56%
增持
TSCO
TRACTOR SUPPLY CO
+$1.2M
65,175
+43%
减持
SMH
VANECK ETF TRUST
-$1.2M
50
-99%
增持
PG
PROCTER AND GAMBLE CO
+$1.2M
217,379
+2%
减持
TXN
TEXAS INSTRS INC
-$1.2M
96,832
-2%
增持
AHRT
ARMADA HOFFLER PPTYS INC
-$1.1M
710,404
+13%
减持
TTD
THE TRADE DESK INC
-$1.1M
8,928
-34%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
252,769
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.1M
41,611
-1%
减持
LOW
LOWES COS INC
-$1.1M
44,892
-4%
减持
KEY
KEYCORP
-$1.0M
816,967
-1%
减持
T
AT&T INC
+$1.0M
188,872
-0%
