Clearstead Advisors, LLC
CLEVELAND OH · SEC CIK 0000842775
$109.48亿2026Q1 申报市值
2,240持仓数
32.2%前十大占比 · 第一大 9.0%
156 / 158新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PCAR 加仓+$5.62亿
VOO 加仓+$2.90亿
IDEV 加仓+$2.55亿
MSFT 加仓+$2.15亿
DIHP 新建仓+$1.78亿
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$3,592.22万
USHY 减仓-$2,130.84万
VONG 减仓-$1,726.35万
BKNG 减仓-$1,619.20万
HYLB 减仓-$1,618.94万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9.89亿 | 9.04% | 1,655,762 | 485,426 | 41.5% | $2.90亿 | 加仓 |
| PCAR | PACCAR INC | $5.63亿 | 5.15% | 4,877,226 | 4,867,375 | 49,410.0% | $5.62亿 | 加仓 |
| MSFT | MICROSOFT CORP | $3.37亿 | 3.08% | 909,557 | 579,893 | 175.9% | $2.15亿 | 加仓 |
| AAPL | APPLE INC | $2.92亿 | 2.67% | 1,150,144 | 162,727 | 16.5% | $4,129.85万 | 加仓 |
| IVV | ISHARES TR | $2.86亿 | 2.61% | 437,585 | 4,684 | 1.1% | $305.96万 | 加仓 |
| IDEV | ISHARES TR | $2.55亿 | 2.33% | 3,053,125 | 3,052,890 | 1,299,102.1% | $2.55亿 | 加仓 |
| IWF | ISHARES TR | $2.30亿 | 2.10% | 538,892 | -8,882 | -1.6% | -$378.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.04亿 | 1.86% | 709,749 | 8,128 | 1.2% | $233.42万 | 加仓 |
| AMZN | AMAZON COM INC | $1.93亿 | 1.76% | 926,168 | 545,107 | 143.0% | $1.14亿 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.78亿 | 1.63% | 5,528,400 | 5,528,400 | — | $1.78亿 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $1.74亿 | 1.59% | 542,873 | 401,058 | 282.8% | $1.29亿 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.64亿 | 1.50% | 252,353 | 113,133 | 81.3% | $7,357.50万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1.47亿 | 1.35% | 750,841 | 56,492 | 8.1% | $1,108.37万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.42亿 | 1.29% | 3,017,853 | 270,216 | 9.8% | $1,268.66万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.42亿 | 1.29% | 3,100,372 | 58,391 | 1.9% | $266.55万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1.38亿 | 1.26% | 525,158 | -21,249 | -3.9% | -$556.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.36亿 | 1.24% | 777,112 | 234,989 | 43.3% | $4,098.21万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1.27亿 | 1.16% | 660,464 | -20,851 | -3.1% | -$400.17万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $1.21亿 | 1.11% | 3,742,921 | 3,732,722 | 36,598.9% | $1.21亿 | 加仓 |
| GOOGL | ALPHABET INC | $1.16亿 | 1.06% | 401,869 | 78,009 | 24.1% | $2,243.23万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.06亿 | 0.97% | 2,714,734 | 62,145 | 2.3% | $242.12万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $9,993.00万 | 0.91% | 1,559,457 | 1,303,244 | 508.7% | $8,351.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $9,983.30万 | 0.91% | 2,715,805 | 2,715,805 | — | $9,983.30万 | 新建仓 |
| IEFA | ISHARES TR | $9,334.80万 | 0.85% | 1,031,127 | 107,080 | 11.6% | $969.40万 | 加仓 |
| IXUS | ISHARES TR | $9,099.19万 | 0.83% | 1,050,229 | 722,704 | 220.7% | $6,261.51万 | 加仓 |
| DLN | WISDOMTREE TR | $8,721.13万 | 0.80% | 976,282 | -76,126 | -7.2% | -$680.03万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,528.55万 | 0.78% | 289,929 | 29,997 | 11.5% | $882.39万 | 加仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $8,384.80万 | 0.77% | 2,749,114 | 2,749,114 | — | $8,384.80万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,478.62万 | 0.68% | 156,064 | 19,204 | 14.0% | $920.26万 | 加仓 |
| IWR | ISHARES TR | $7,474.37万 | 0.68% | 768,730 | 3,719 | 0.5% | $36.16万 | 加仓 |
| GOOG | ALPHABET INC | $7,242.09万 | 0.66% | 252,461 | 60,866 | 31.8% | $1,746.00万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $7,177.59万 | 0.66% | 250,090 | -14,847 | -5.6% | -$426.11万 | 减仓 |
| SBUX | STARBUCKS CORP | $7,151.50万 | 0.65% | 798,248 | 770,530 | 2,779.9% | $6,903.18万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,002.39万 | 0.64% | 1,235,426 | -65,200 | -5.0% | -$369.55万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $6,738.33万 | 0.62% | 3,611,035 | 210,426 | 6.2% | $392.66万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $6,648.23万 | 0.61% | 3,255,267 | 192,911 | 6.3% | $393.98万 | 加仓 |
| CAT | CATERPILLAR INC | $6,531.59万 | 0.60% | 92,194 | -8,555 | -8.5% | -$606.09万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $6,407.65万 | 0.59% | 262,136 | 26,626 | 11.3% | $650.85万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $6,387.60万 | 0.58% | 3,820,540 | 239,954 | 6.7% | $401.18万 | 加仓 |
| IJH | ISHARES TR | $6,264.03万 | 0.57% | 927,593 | -13,779 | -1.5% | -$93.05万 | 减仓 |
| IJR | ISHARES TR | $6,107.89万 | 0.56% | 491,344 | -50 | -0.0% | -$6,215 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,967.11万 | 0.55% | 59,884 | 12,489 | 26.4% | $1,244.46万 | 加仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $5,630.34万 | 0.51% | 2,662,099 | 212,882 | 8.7% | $450.25万 | 加仓 |
| WMT | WALMART INC | $5,620.61万 | 0.51% | 452,253 | 36,161 | 8.7% | $449.41万 | 加仓 |
| LLY | ELI LILLY & CO | $5,535.27万 | 0.51% | 60,181 | 10,774 | 21.8% | $990.96万 | 加仓 |
| IWB | ISHARES TR | $5,323.20万 | 0.49% | 149,294 | 70,352 | 89.1% | $2,508.46万 | 加仓 |
| AVGO | BROADCOM INC | $5,096.97万 | 0.47% | 164,679 | 45,303 | 37.9% | $1,402.17万 | 加仓 |
| EFA | ISHARES TR | $4,968.24万 | 0.45% | 511,505 | -11,681 | -2.2% | -$113.46万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $4,867.52万 | 0.44% | 1,954,043 | 184,444 | 10.4% | $459.45万 | 加仓 |
| ESGU | ISHARES TR | $4,778.53万 | 0.44% | 337,896 | 335,300 | 12,916.0% | $4,741.81万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $4,772.24万 | 0.44% | 874,839 | -12,040 | -1.4% | -$65.68万 | 减仓 |
| META | META PLATFORMS INC | $4,521.29万 | 0.41% | 79,026 | 19,866 | 33.6% | $1,136.59万 | 加仓 |
| — | EXXON MOBIL CORP | $4,490.35万 | 0.41% | 264,667 | 29,153 | 12.4% | $494.61万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $4,379.05万 | 0.40% | 881,609 | 881,609 | — | $4,379.05万 | 新建仓 |
| — | NEOS ETF TRUST | $4,300.35万 | 0.39% | 869,196 | 23,416 | 2.8% | $115.85万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,294.75万 | 0.39% | 391,535 | -157,384 | -28.7% | -$1,726.35万 | 减仓 |
| IVW | ISHARES TR | $4,180.34万 | 0.38% | 369,582 | 356 | 0.1% | $4.03万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4,153.69万 | 0.38% | 201,831 | 154,108 | 322.9% | $3,171.55万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,089.81万 | 0.37% | 280,240 | 4,963 | 1.8% | $72.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $3,933.11万 | 0.36% | 190,097 | 19,557 | 11.5% | $404.63万 | 加仓 |
| IWV | ISHARES TR | $3,845.40万 | 0.35% | 103,739 | 1,762 | 1.7% | $65.31万 | 加仓 |
| QUAL | ISHARES TR | $3,790.72万 | 0.35% | 197,629 | -187,280 | -48.7% | -$3,592.22万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,694.94万 | 0.34% | 84,593 | 56,799 | 204.4% | $2,480.92万 | 加仓 |
| — | EA SERIES TRUST | $3,660.86万 | 0.33% | 1,007,702 | 1,007,702 | — | $3,660.86万 | 新建仓 |
| IWD | ISHARES TR | $3,548.11万 | 0.32% | 166,056 | 17,426 | 11.7% | $372.34万 | 加仓 |
| RTX | RTX CORPORATION | $3,524.10万 | 0.32% | 182,690 | 7,536 | 4.3% | $145.37万 | 加仓 |
| PEP | PEPSICO INC | $3,469.99万 | 0.32% | 223,452 | 14,978 | 7.2% | $232.59万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,374.78万 | 0.31% | 67,542 | 6,597 | 10.8% | $329.62万 | 加仓 |
| ETN | EATON CORP PLC | $3,316.31万 | 0.30% | 92,720 | 42,263 | 83.8% | $1,511.62万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,278.65万 | 0.30% | 152,452 | -22,172 | -12.7% | -$476.83万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $3,207.75万 | 0.29% | 636,837 | 13,586 | 2.2% | $68.43万 | 加仓 |
| QQQ | INVESCO QQQ TR | $3,185.27万 | 0.29% | 55,187 | 33,378 | 153.0% | $1,926.51万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $3,093.73万 | 0.28% | 214,188 | 17,869 | 9.1% | $258.10万 | 加仓 |
| IWM | ISHARES TR | $2,996.23万 | 0.27% | 120,817 | 27,637 | 29.7% | $685.39万 | 加仓 |
| ABBV | ABBVIE INC | $2,917.82万 | 0.27% | 134,159 | 32,397 | 31.8% | $704.60万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $2,899.35万 | 0.26% | 195,769 | 47,225 | 31.8% | $699.40万 | 加仓 |
| MINT | PIMCO ETF TR | $2,885.03万 | 0.26% | 286,868 | 275,700 | 2,468.7% | $2,772.71万 | 加仓 |
| V | VISA INC | $2,731.76万 | 0.25% | 90,383 | 24,718 | 37.6% | $747.08万 | 加仓 |
| HD | HOME DEPOT INC | $2,721.71万 | 0.25% | 82,754 | 10,110 | 13.9% | $332.51万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $2,709.83万 | 0.25% | 172,216 | 150,846 | 705.9% | $2,373.57万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $2,694.55万 | 0.25% | 43,688 | -676 | -1.5% | -$41.69万 | 减仓 |
| ACWI | ISHARES TR | $2,587.91万 | 0.24% | 187,029 | 124,773 | 200.4% | $1,726.48万 | 加仓 |
| AGG | ISHARES TR | $2,570.93万 | 0.23% | 258,984 | 41,844 | 19.3% | $415.39万 | 加仓 |
| BX | BLACKSTONE INC | $2,528.98万 | 0.23% | 219,930 | 150,463 | 216.6% | $1,730.18万 | 加仓 |
| IBMQ | ISHARES TR | $2,517.08万 | 0.23% | 985,931 | 23,925 | 2.5% | $61.08万 | 加仓 |
| ESGD | ISHARES TR | $2,506.91万 | 0.23% | 262,174 | 260,663 | 17,251.0% | $2,492.46万 | 加仓 |
| IBMR | ISHARES TR | $2,483.97万 | 0.23% | 979,870 | 27,504 | 2.9% | $69.72万 | 加仓 |
| IBMP | ISHARES TR | $2,483.80万 | 0.23% | 976,335 | 19,752 | 2.1% | $50.25万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $2,464.80万 | 0.23% | 178,195 | 7,127 | 4.2% | $98.58万 | 加仓 |
| TSLA | TESLA INC | $2,446.09万 | 0.22% | 65,799 | 19,026 | 40.7% | $707.30万 | 加仓 |
| IEMG | ISHARES INC | $2,425.91万 | 0.22% | 347,801 | 216,358 | 164.6% | $1,509.10万 | 加仓 |
| IVE | ISHARES TR | $2,395.17万 | 0.22% | 113,434 | -455 | -0.4% | -$9.61万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,362.75万 | 0.22% | 252,054 | 805 | 0.3% | $7.55万 | 加仓 |
| IBMS | ISHARES TR | $2,322.74万 | 0.21% | 899,241 | 21,993 | 2.5% | $56.81万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,315.08万 | 0.21% | 246,338 | 4,509 | 1.9% | $42.38万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,301.60万 | 0.21% | 679,741 | 4,108 | 0.6% | $13.91万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,186.70万 | 0.20% | 95,161 | -2,137 | -2.2% | -$49.11万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,176.53万 | 0.20% | 106,991 | 87,391 | 445.9% | $1,777.80万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2,155.74万 | 0.20% | 134,464 | 12,536 | 10.3% | $200.98万 | 加仓 |
| LOW | LOWES COS INC | $2,153.49万 | 0.20% | 91,142 | 44,225 | 94.3% | $1,044.94万 | 加仓 |