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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
增持 105
减持 39
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$68.9M
1,177,459
+1%
增持
MSFT
MICROSOFT CORP
+$41.4M
316,424
+2%
减持
IWF
ISHARES TR
+$31.8M
558,416
-2%
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
NVDA
NVIDIA CORPORATION
+$26.8M
503,038
+4%
增持
USHY
ISHARES TR
+$22.5M
610,653
+6188%
减持
IVV
ISHARES TR
+$22.5M
435,763
-1%
减持
IEI
ISHARES TR
-$21.3M
51,280
-78%
增持
VB
VANGUARD INDEX FDS
+$18.7M
534,238
+10%
增持
ORCL
ORACLE CORP
+$18.2M
222,363
+2%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$17.6M
567,110
+19%
增持
NOW
SERVICENOW INC
+$17.3M
19,362
+497%
增持
VO
VANGUARD INDEX FDS
+$16.1M
691,819
+1%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$16.0M
2,175,793
+19%
增持
SPDW
SPDR INDEX SHS FDS
+$15.5M
2,801,092
+4%
增持
SMCI
SUPER MICRO COMPUTER INC
+$14.7M
301,078
+18956%
增持
JPM
JPMORGAN CHASE & CO.
+$14.6M
264,185
+5%
增持
AAPL
APPLE INC
-$14.0M
975,418
+1%
增持
AMZN
AMAZON COM INC
+$14.0M
358,914
+5%
增持
AVGO
BROADCOM INC
+$13.4M
107,464
+11%
增持
SPY
SPDR S&P 500 ETF TR
+$12.3M
134,010
+6%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$11.6M
87,891
+614%
增持
SPHY
SPDR SERIES TRUST
+$10.6M
504,274
+723%
减持
HON
HONEYWELL INTL INC
-$10.4M
30,766
-63%
增持
LLY
ELI LILLY & CO
+$10.3M
48,629
+46%
增持
MO
ALTRIA GROUP INC
+$8.9M
212,352
+261%
增持
GOOGL
ALPHABET INC
+$8.8M
306,612
+5%
减持
PSTG
PURE STORAGE INC
-$8.5M
5,226
-97%
减持
DFAI
DIMENSIONAL ETF TRUST
+$8.5M
2,596,840
-0%
减持
JAAA
JANUS DETROIT STR TR
-$8.3M
504,659
-25%
减持
SNPS
SYNOPSYS INC
-$7.9M
717
-96%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$7.9M
0
-100%
增持
IEFA
ISHARES TR
+$7.5M
760,938
+3%
增持
CROX
CROCS INC
+$7.2M
71,563
+2385333%
增持
T
AT&T INC
+$7.0M
427,735
+126%
增持
KEY
KEYCORP
+$6.9M
1,146,279
+40%
增持
MUNI
PIMCO ETF TR
+$6.6M
130,476
+6685%
增持
IVW
ISHARES TR
+$6.5M
362,641
+1%
增持
META
META PLATFORMS INC
+$6.4M
28,293
+12%
增持
WMT
WALMART INC
+$5.9M
408,703
+5%
增持
UBER
UBER TECHNOLOGIES INC
+$5.7M
251,697
+3%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.6M
18,428
-15%
增持
BKNG
BOOKING HOLDINGS INC
+$5.5M
4,255
+3%
减持
QUAL
ISHARES TR
+$5.5M
502,942
-1%
减持
FISV
FISERV INC
-$5.3M
105,189
-1%
增持
ABT
ABBOTT LABS
+$5.3M
158,378
+29%
增持
PANW
PALO ALTO NETWORKS INC
+$5.2M
115,152
+7%
增持
GOOG
ALPHABET INC
+$4.9M
205,631
+2%
增持
SHYG
ISHARES TR
+$4.8M
260,974
+71%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.7M
141,006
+3%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.7M
916,957
-2%
增持
IWV
ISHARES TR
+$4.6M
104,078
+4%
增持
SJNK
SPDR SERIES TRUST
+$4.6M
443,064
+67%
增持
IEMG
ISHARES INC
+$4.4M
170,136
+59%
增持
VTV
VANGUARD INDEX FDS
+$4.4M
667,781
+2%
减持
IWR
ISHARES TR
+$4.3M
765,110
-2%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
139,250
+0%
增持
DLN
WISDOMTREE TR
+$4.1M
1,049,861
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$3.9M
234,663
+5%
增持
NFLX
NETFLIX INC
+$3.9M
7,752
+12%
增持
—
EATON CORP PLC
+$3.9M
42,673
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$3.9M
1,426,900
-4%
减持
ARCC
ARES CAPITAL CORP
-$3.8M
384,202
-31%
增持
ULTA
ULTA BEAUTY INC
+$3.8M
33,293
+4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.6M
593,262
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.6M
128,098
+23%
减持
PYPL
PAYPAL HLDGS INC
-$3.6M
132,551
-35%
减持
JNJ
JOHNSON & JOHNSON
-$3.5M
238,638
-1%
增持
RWR
SPDR SERIES TRUST
+$3.5M
83,619
+82%
增持
RTX
RTX CORPORATION
+$3.4M
179,329
+4%
增持
TSLA
TESLA INC
+$3.4M
39,959
+11%
减持
GOVT
ISHARES TR
-$3.4M
80,231
-65%
增持
CSCO
CISCO SYS INC
+$3.3M
254,450
+10%
增持
CVX
CHEVRON CORP NEW
-$3.3M
156,097
+2%
增持
IWB
ISHARES TR
+$3.2M
71,232
+4%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.1M
56,892
+4%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$3.1M
72,247
+4%
减持
IJR
ISHARES TR
-$3.1M
467,429
-10%
增持
GEV
GE VERNOVA INC
+$3.1M
9,573
+46%
减持
EFA
ISHARES TR
+$3.0M
474,020
-2%
增持
PEP
PEPSICO INC
-$3.0M
200,855
+2%
增持
TXN
TEXAS INSTRS INC
+$2.9M
97,568
+1%
增持
QQQ
INVESCO QQQ TR
+$2.8M
27,863
+4%
增持
LYV
LIVE NATION ENTERTAINMENT IN
+$2.8M
125,256
+1%
减持
VTEB
VANGUARD MUN BD FDS
-$2.7M
152,358
-26%
减持
CAT
CATERPILLAR INC
+$2.7M
99,473
-9%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.7M
14,622
+4%
增持
AMAT
APPLIED MATLS INC
+$2.6M
43,635
+17%
增持
DIS
DISNEY WALT CO
+$2.6M
58,632
+23%
清仓
VCLT
VANGUARD SCOTTSDALE FDS
-$2.6M
0
-100%
减持
BDX
BECTON DICKINSON & CO
-$2.5M
8,114
-53%
增持
BA
BOEING CO
+$2.5M
19,707
+108%
减持
HYLB
DBX ETF TR
-$2.5M
453,808
-15%
增持
AXP
AMERICAN EXPRESS CO
+$2.4M
47,066
+1%
增持
GE
GE AEROSPACE
+$2.4M
31,615
+11%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$2.4M
2,696,392
+4%
减持
LECO
LINCOLN ELEC HLDGS INC
-$2.2M
45,538
-26%
增持
DFAE
DIMENSIONAL ETF TRUST
+$2.1M
669,377
+0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.0M
42,020
+1%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.0M
121,693
+3%
减持
VT
VANGUARD INTL EQUITY INDEX F
+$2.0M
180,161
-1%
减持
COST
COSTCO WHSL CORP NEW
+$2.0M
48,187
-0%
增持
NKE
NIKE INC
+$1.9M
72,667
+43%
增持
PWR
QUANTA SVCS INC
+$1.9M
12,375
+15%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
132,545
+2%
增持
ANET
ARISTA NETWORKS INC
+$1.9M
42,680
+32%
增持
ABBV
ABBVIE INC
-$1.9M
102,462
+3%
增持
CINF
CINCINNATI FINL CORP
+$1.8M
23,508
+104%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$1.8M
3,123,056
+2%
减持
BOND
PIMCO ETF TR
-$1.8M
110,609
-15%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.7M
2,777,610
+3%
减持
SGOV
ISHARES TR
-$1.7M
84,514
-17%
减持
MU
MICRON TECHNOLOGY INC
+$1.7M
47,912
-0%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$1.7M
2,979,683
+2%
增持
WFC
WELLS FARGO CO NEW
+$1.7M
97,159
+15%
减持
GLD
SPDR GOLD TR
-$1.7M
33,482
-19%
清仓
INDA
ISHARES TR
-$1.7M
0
-100%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$1.7M
163,567
+5%
增持
VGK
VANGUARD INTL EQUITY INDEX F
+$1.7M
25,351
+481%
增持
UJAN
INNOVATOR ETFS TRUST
+$1.7M
119,197
+48%
增持
DE
DEERE & CO
+$1.6M
20,365
+9%
增持
—
MEDTRONIC PLC
+$1.6M
38,659
+94%
减持
ACWV
ISHARES INC
-$1.6M
11,186
-55%
增持
CRM
SALESFORCE INC
+$1.5M
77,320
+6%
增持
IXN
ISHARES TR
+$1.5M
21,488
+238%
增持
ITOT
ISHARES TR
+$1.5M
87,497
+3%
减持
MRK
MERCK & CO INC
-$1.5M
116,568
-2%
增持
MA
MASTERCARD INCORPORATED
+$1.5M
62,361
+2%
清仓
HEFA
ISHARES TR
-$1.5M
0
-100%
减持
HYBI
NEOS ETF TRUST
-$1.4M
744,007
-5%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.4M
52,230
+303%
减持
PH
PARKER-HANNIFIN CORP
+$1.4M
20,974
-4%
减持
VUG
VANGUARD INDEX FDS
+$1.4M
28,788
-5%
增持
XLK
SELECT SECTOR SPDR TR
+$1.4M
22,103
+9%
增持
EEMV
ISHARES INC
+$1.4M
22,693
+4394%
增持
VXUS
VANGUARD STAR FDS
+$1.4M
52,737
+45%
减持
CORZW
CORE SCIENTIFIC INC NEW
+$1.4M
175,000
-0%
清仓
GDEC
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
增持
MS
MORGAN STANLEY
+$1.3M
37,070
+10%
增持
INTC
INTEL CORP
+$1.2M
137,093
+71%
增持
BAC
BANK AMERICA CORP
+$1.2M
136,912
+9%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.2M
118,955
+8%
增持
ACWI
ISHARES TR
+$1.2M
65,644
+6%
增持
SYK
STRYKER CORPORATION
+$1.2M
17,602
+14%
清仓
UAUG
INNOVATOR ETFS TRUST
-$1.2M
0
-100%
增持
PGR
PROGRESSIVE CORP
-$1.2M
90,549
+1%
增持
KEX
KIRBY CORP
+$1.2M
11,368
+1118%
减持
DHR
DANAHER CORPORATION
-$1.2M
90,350
-3%
增持
MCK
MCKESSON CORP
+$1.2M
3,148
+89%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.2M
33,598
+162%
增持
MLM
MARTIN MARIETTA MATLS INC
+$1.1M
7,680
+19%
