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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 17
增持 102
减持 30
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
PCAR
PACCAR INC
+$562.2M
4,877,226
+49410%
增持
VOO
VANGUARD INDEX FDS
+$255.2M
1,663,062
+41%
增持
IDEV
ISHARES TR
+$255.1M
3,053,125
+1299102%
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。
建仓
DIHP
DIMENSIONAL ETF TRUST
+$178.1M
5,528,400
增持
MSFT
MICROSOFT CORP
+$177.3M
909,557
+176%
增持
VTI
VANGUARD INDEX FDS
+$126.6M
542,873
+283%
增持
FNDA
SCHWAB STRATEGIC TR
+$121.1M
3,742,921
+36599%
增持
AMZN
AMAZON COM INC
+$104.9M
926,168
+143%
建仓
DUHP
DIMENSIONAL ETF TRUST
+$99.8M
2,715,805
增持
VEA
VANGUARD TAX-MANAGED FDS
+$83.9M
1,559,457
+509%
建仓
CGGE
CAPITAL GROUP GLOBAL EQUITY
+$83.8M
2,749,114
增持
SBUX
STARBUCKS CORP
+$69.2M
798,248
+2780%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$69.2M
252,353
+81%
增持
IXUS
ISHARES TR
+$63.3M
1,050,229
+221%
增持
ESGU
ISHARES TR
+$47.4M
337,896
+12916%
建仓
VUSB
VANGUARD BD INDEX FDS
+$43.8M
881,609
减持
QUAL
ISHARES TR
-$38.5M
197,629
-49%
建仓
ECML
EA SERIES TRUST
+$36.6M
1,007,702
增持
NVDA
NVIDIA CORPORATION
+$34.4M
782,212
+43%
增持
VXF
VANGUARD INDEX FDS
+$31.6M
201,831
+323%
减持
IWF
ISHARES TR
-$29.5M
538,892
-2%
增持
MINT
PIMCO ETF TR
+$27.7M
286,868
+2469%
增持
ESGD
ISHARES TR
+$24.9M
262,174
+17251%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$23.9M
391,535
-29%
增持
IWB
ISHARES TR
+$23.8M
149,294
+89%
增持
CINF
CINCINNATI FINL CORP
+$23.6M
172,216
+706%
增持
VUG
VANGUARD INDEX FDS
+$23.4M
84,593
+204%
增持
AAPL
APPLE INC
+$23.4M
1,154,944
+16%
减持
USHY
ISHARES TR
-$21.6M
6,662
-99%
减持
BKNG
BOOKING HOLDINGS INC
-$21.2M
550
-87%
减持
ORCL
ORACLE CORP
-$21.0M
136,294
-35%
建仓
MIAX
MIAMI INTL HLDGS INC
+$19.6M
503,662
增持
DFLV
DIMENSIONAL ETF TRUST
+$19.0M
532,232
+73109%
增持
COST
COSTCO WHOLESALE CORPORATION
+$18.8M
59,884
+26%
减持
ULTA
ULTA BEAUTY INC
-$18.6M
3,156
-91%
增持
AMD
ADVANCED MICRO DEVICES INC
+$17.6M
106,991
+446%
增持
—
EATON CORP PLC
+$17.1M
92,720
+84%
增持
ACWI
ISHARES TR
+$17.1M
187,029
+200%
增持
—
EXXON MOBIL CORP
+$16.6M
264,667
+12%
减持
HYLB
DBX ETF TR
-$16.5M
2,583
-99%
增持
QQQ
INVESCO QQQ TR
+$15.9M
55,187
+112%
增持
IEMG
ISHARES INC
+$15.4M
347,801
+165%
增持
JNJ
JOHNSON & JOHNSON
+$15.3M
262,136
+11%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$15.1M
251,553
增持
VTV
VANGUARD INDEX FDS
+$14.7M
750,841
+8%
增持
MELI
MERCADOLIBRE INC
+$14.6M
8,975
+1908%
增持
BX
BLACKSTONE INC
+$14.6M
219,930
+217%
增持
GOOGL
ALPHABET INC
+$14.2M
401,869
+24%
建仓
DNLI
DENALI THERAPEUTICS INC
+$14.2M
737,990
建仓
RODM
LATTICE STRATEGIES TR
+$14.0M
356,344
增持
VV
VANGUARD INDEX FDS
+$13.7M
47,507
+2795%
建仓
BBIN
J P MORGAN EXCHANGE TRADED F
+$13.6M
186,366
增持
CVX
CHEVRON CORPORATION
+$13.3M
190,097
+11%
减持
NOW
SERVICENOW INC
-$12.9M
32,725
-69%
增持
SPTM
SPDR SERIES TRUST
+$12.4M
173,087
+1030%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$12.3M
3,017,853
+10%
增持
GOOG
ALPHABET INC
+$12.3M
253,861
+32%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$11.4M
8,234
-82%
减持
SJNK
SPDR SERIES TRUST
-$11.3M
350
-100%
清仓
SHYG
ISHARES TR
-$11.0M
0
-100%
减持
SPHY
SPDR SERIES TRUST
-$11.0M
21,302
-96%
建仓
VIR
VIR BIOTECHNOLOGY INC
+$10.9M
1,216,400
减持
CSGP
COSTAR GROUP INC
-$10.7M
1,963
-99%
增持
IEFA
ISHARES TR
+$10.7M
1,031,127
+12%
增持
IVV
ISHARES TR
-$10.7M
437,585
+1%
增持
LOW
LOWES COS INC
+$10.2M
91,142
+94%
增持
NFLX
NETFLIX INC.
+$9.9M
177,281
+132%
增持
WMT
WALMART INC
+$9.8M
452,253
+9%
减持
PFM
INVESCO EXCHANGE TRADED FD T
-$9.7M
228,840
-45%
增持
AVGO
BROADCOM INC
+$9.7M
164,679
+38%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$9.6M
7,170
-84%
增持
SNOW
SNOWFLAKE INC
+$9.5M
70,399
+1278%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$9.3M
207,361
+142%
增持
MRVL
MARVELL TECHNOLOGY INC
+$9.2M
100,979
+1001%
建仓
NAUT
NAUTILUS BIOTECHNOLOGY INC
+$9.0M
2,329,784
建仓
HEWJ
ISHARES TR
+$9.0M
160,230
增持
DFAS
DIMENSIONAL ETF TRUST
+$8.2M
151,163
+315%
增持
ACWX
ISHARES TR
+$8.2M
196,245
+150%
增持
VYM
VANGUARD WHITEHALL FDS
+$7.7M
195,769
+32%
减持
CAT
CATERPILLAR INC
+$7.6M
92,194
-8%
减持
SMCI
SUPER MICRO COMPUTER INC
-$7.3M
2,097
-99%
建仓
DFIC
DIMENSIONAL ETF TRUST
+$7.1M
200,000
增持
IWM
ISHARES TR
+$7.0M
120,817
+30%
减持
ADBE
ADOBE INC
-$7.0M
21,554
-38%
增持
VXUS
VANGUARD STAR FDS
+$6.8M
161,689
+115%
增持
MRK
MERCK & CO INC
+$6.7M
152,132
+38%
增持
SPDW
SPDR INDEX SHS FDS
+$6.4M
3,100,372
+2%
增持
ESML
ISHARES TR
+$6.4M
137,059
+6969%
增持
META
META PLATFORMS INC
+$6.2M
79,026
+34%
增持
AMGN
AMGEN INC
+$6.0M
50,221
+41%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.0M
156,064
+14%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.9M
431,965
+62%
增持
ABBV
ABBVIE INC
+$5.9M
134,159
+32%
建仓
DMXF
ISHARES TR
+$5.6M
74,514
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.6M
152,452
-13%
增持
OKTA
OKTA INC
+$5.5M
74,828
+1790%
减持
DLN
WISDOMTREE TR
-$5.5M
976,282
-7%
增持
RAMP
LIVERAMP HLDGS INC
+$5.5M
207,974
+9673%
增持
MU
MICRON TECHNOLOGY INC
+$5.4M
58,179
+17%
增持
LRCX
LAM RESEARCH CORP
+$5.0M
40,271
+93%
减持
DHR
DANAHER CORP DEL
-$4.9M
95,458
-5%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$4.9M
874,839
-1%
增持
TWST
TWIST BIOSCIENCE CORP
+$4.8M
107,303
+1239%
增持
SHY
ISHARES TR
+$4.8M
145,672
+67%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$4.8M
22,217
+148%
增持
PEP
PEPSICO INC
+$4.8M
223,452
+7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.7M
189,226
+85%
减持
NSC
NORFOLK SOUTHN CORP
-$4.7M
250,090
-6%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.7M
2,714,734
+2%
建仓
FNDB
SCHWAB STRATEGIC TR
+$4.6M
168,947
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.4M
1,235,426
-5%
增持
SCHR
SCHWAB STRATEGIC TR
+$4.3M
1,954,043
+10%
增持
V
VISA INC
+$4.3M
90,383
+38%
增持
IWD
ISHARES TR
+$4.2M
166,056
+12%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$4.1M
71,959
+0%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$4.0M
133,903
+3%
增持
AGG
ISHARES TR
+$4.0M
258,984
+19%
增持
CRM
SALESFORCE INC
-$3.9M
93,532
+16%
减持
AXP
AMERICAN EXPRESS CO
-$3.8M
45,588
-4%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$3.8M
660,464
-3%
增持
PRFZ
INVESCO EXCHANGE TRADED FD T
+$3.8M
82,193
+20448%
增持
BSCX
INVESCO EXCH TRD SLF IDX FD
+$3.7M
2,662,099
+9%
增持
IVW
ISHARES TR
-$3.7M
369,582
+0%
增持
IUSG
ISHARES TR
+$3.7M
36,774
+202%
增持
EWJ
ISHARES INC
+$3.5M
44,908
+1164%
增持
HON
HONEYWELL INTL INC
+$3.4M
40,733
+38%
增持
TSLA
TESLA INC
+$3.4M
65,799
+41%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$3.4M
3,255,267
+6%
减持
VB
VANGUARD INDEX FDS
-$3.4M
525,158
-4%
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$3.3M
3,611,035
+6%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$3.3M
3,820,540
+7%
增持
HAS
HASBRO INC
+$3.3M
42,072
+413%
增持
BAC
BANK AMERICA CORP
+$3.2M
247,763
+54%
减持
ZM
ZOOM COMMUNICATIONS INC
-$3.2M
169,533
-13%
增持
MO
ALTRIA GROUP INC
+$3.1M
228,655
+10%
增持
RTX
RTX CORPORATION
+$3.1M
182,690
+4%
增持
UNP
UNION PAC CORP
+$3.0M
29,979
+64%
增持
NEE
NEXTERA ENERGY INC
+$3.0M
120,525
+18%
建仓
SUSB
ISHARES TR
+$3.0M
118,848
减持
PGR
PROGRESSIVE CORP
-$2.9M
82,205
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$2.9M
74,340
+54%
增持
BEAM
BEAM THERAPEUTICS INC
+$2.8M
121,230
+7982%
增持
T
AT&T INC
+$2.8M
444,482
+10%
增持
PG
PROCTER & GAMBLE CO
+$2.8M
214,188
+9%
增持
C
CITIGROUP INC
+$2.8M
56,364
+82%
增持
KO
COCA COLA CO
+$2.7M
218,382
+10%
增持
NVS
NOVARTIS AG
+$2.7M
34,728
+82%
增持
TJX
TJX COS INC NEW
+$2.7M
68,745
+27%
增持
GE
GE AEROSPACE
+$2.6M
51,705
+32%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.6M
38,251
-5%
