CA

Clearstead Advisors, LLC

分散型投资策略趋势追踪型

申报总市值

US$109.5亿

申报季度: 2026-03-31 · 持股只数: 2241

Clearstead Advisors, LLC在最新一期 13F 报告中披露了 2241 项持股，申报期为 2026-03-31，总持股市值约为 US$109.5亿，季度换手率为 43.0%。

机构性格雪花图

集中度
7.49
持仓稳定性
43.03
动能／逆势
100
行业集中度
51.38
多样化
100
仓位均衡度
36.14

近期动向

  • 加仓 PCAR

    +49410.0%　US$5.6亿

  • 加仓 IDEV

    +1299102.1%　US$2.6亿

  • 减仓 IWF

    -1.6%　-US$2947.8万

  • 加仓 FNDA

    +36598.9%　US$1.2亿

  • 加仓 MSFT

    +175.9%　US$1.8亿

  • 加仓 VTI

    +282.8%　US$1.3亿

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 2232 大持股（共 2241 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1VOOVanguard S&p 500 ETFETF-大型股与成长9.08%-0.23%+41.22%
2PCARPaccar INC股票-工业5.15%+5.14%+49409.96%
3MSFTMicrosoft CORP股票-科技3.08%+1.07%+175.90%
4AAPLApple INC股票-科技2.68%-0.72%+16.40%
5IVVIshares Core S&p 500 ETFETF-大型股与成长2.61%—+1.08%
6IDEVIshares Core Msci Dev MktsETF-其他2.33%+2.33%+1299102.13%
7IWFIshares Russell 1000 GrowthETF-其他2.10%-1.17%-1.62%
8VOVanguard Mid-cap ETFETF-其他1.86%—+1.16%
9AMZNAmazon.com INC股票-周期性消费1.76%+0.65%+143.05%
10DIHPDimensional International HiETF-其他1.63%+1.63%NEW
11VTIVanguard Total Stock Mkt ETFETF-其他1.59%+0.99%+282.80%
12SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长1.50%+0.30%+81.26%
13VTVVanguard Value ETFETF-其他1.35%-0.32%+8.14%
14VMBSVanguard Mortgage-backed SecETF-其他1.29%—+9.83%
15SPDWSte Str Spdr Pt Dw EU ETFETF-其他1.29%—+1.92%
16VBVanguard Small-cap ETFETF-其他1.26%—-3.89%
17NVDANvidia CORP股票-科技1.25%-0.04%+42.97%
18RSPInvesco S&p 500 Equal WeightETF-大型股与成长1.16%—-3.06%
19FNDASchwab Fndmntl US Sm Co ETFETF-其他1.11%+1.11%+36598.90%
20GOOGLAlphabet Inc-cl A股票-通信服务1.06%-0.22%+24.09%
21DFAIDimensional International CoETF-其他0.97%—+2.34%
22VEAVanguard Ftse Developed ETFETF-其他0.91%+0.71%+508.66%
23DUHPDimensional US High Profi EtETF-其他0.91%+0.91%NEW
24IEFAIshares Core Msci Eafe ETFETF-其他0.85%—+11.59%
25IXUSIshares Core Intl Stock ETFETF-其他0.83%+0.48%+220.66%
26DLNWisdomtree US Largecap DividETF-其他0.80%—-7.23%
27JPMJpmorgan Chase & Co股票-金融0.78%—+11.54%
28CGGECap Group Global EqETF-其他0.77%+0.77%NEW
29BRK-BBerkshire Hathaway Inc-cl B股票-其他0.68%—+14.03%
30IWRIshares Russell Mid-cap ETFETF-其他0.68%—+0.49%
31GOOGAlphabet Inc-cl C股票-通信服务0.67%—+31.54%
32NSCNorfolk Southern CORP股票-工业0.66%—-5.60%
33SBUXStarbucks CORP股票-周期性消费0.65%+0.62%+2779.89%
34JEPIJpmorgan Equity Premium IncoETF-其他0.64%—-5.01%
35BSCTInvesco Bulletshares 2029 CbETF-其他0.62%—+6.19%
36BSCSInvesco Bulletshares 2028 CbETF-其他0.61%—+6.30%
37CATCaterpillar INC股票-工业0.60%—-8.49%
38JNJJohnson & Johnson股票-医疗保健0.59%-0.02%+11.31%
39BSCUInvesco Bulletshares 2030 CbETF-其他0.58%—+6.70%
40IJHIshares Core S&p Midcap ETFETF-其他0.57%—-1.46%
41IJRIshares Core S&p Small-cap EETF-中小型股0.56%—-0.01%
42COSTCostco Wholesale CORP股票-非周期性消费0.55%+0.03%+26.35%
43BSCXInvesco Bulletshares 2033 CbETF-其他0.51%—+8.69%
44WMTWalmart INC股票-非周期性消费0.51%—+8.69%
45LLYEli Lilly & Co股票-医疗保健0.51%—+21.81%
46IWBIshares Russell 1000 ETFETF-其他0.49%+0.12%+89.12%
47AVGOBroadcom INC股票-科技0.47%—+37.95%
48EFAIshares Msci Eafe ETFETF-其他0.45%—-2.23%
49SCHRSchwab Intermediate-term USETF-其他0.44%—+10.42%
50ESGUIshares Esg Aware Msci USAETF-其他0.44%+0.44%+12916.02%
1–50 of 2,232

本季持股变动

Clearstead Advisors, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Dimensional International Hi (DIHP); 新建仓: Dimensional US High Profi Et (DUHP); 新建仓: Cap Group Global Eq (CGGE); 新建仓: Vanguard Ultra Short Bond Et (VUSB); 新建仓: Eucldean Fundmntl Val ETF Ec (ECML).

Clearstead Advisors, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1PCARPaccar INC+5.1%+49409.96%加仓
2IDEVIshares Core Msci Dev Mkts+2.3%+1299102.13%加仓
3FNDASchwab Fndmntl US Sm Co ETF+1.1%+36598.90%加仓
4MSFTMicrosoft CORP+1.1%+175.90%加仓
5VTIVanguard Total Stock Mkt ETF+1%+282.80%加仓
6VEAVanguard Ftse Developed ETF+0.7%+508.66%加仓
7AMZNAmazon.com INC+0.7%+143.05%加仓
8SBUXStarbucks CORP+0.6%+2779.89%加仓
9IXUSIshares Core Intl Stock ETF+0.5%+220.66%加仓
10ESGUIshares Esg Aware Msci USA+0.4%+12916.02%加仓
11SPYSs Spdr S&p 500 ETF Trust-us+0.3%+81.26%加仓
12VXFVanguard Extended Market ETF+0.3%+322.92%加仓
13MINTPimco Enhanced Short Maturit+0.3%+2468.66%加仓
14ESGDIshares Trust Ishares Esg Aw+0.2%+17251.03%加仓
15CINFCincinnati Financial CORP+0.2%+705.88%加仓
16VUGVanguard Growth ETF+0.2%+204.36%加仓
17DFLVDim US Large Cap Value ETF+0.2%+73109.35%加仓
18AMDAdvanced Micro Devices+0.2%+445.87%加仓
19ACWIIshares Msci Acwi ETF+0.1%+200.42%加仓
20MELIMercadolibre INC+0.1%+1907.83%加仓
21IWBIshares Russell 1000 ETF+0.1%+89.12%加仓
22IEMGIshares Core Msci Emerging+0.1%+164.60%加仓
23ETNEaton Corporation plc+0.1%+83.76%加仓
24QQQInvesco Qqq Trust Series 1+0.1%+112.18%加仓
25BXBlackstone INC+0.1%+216.60%加仓
26XOMExxon Mobil CORP+0.1%+12.38%加仓
27COSTCostco Wholesale CORP0%+26.35%加仓
28JNJJohnson & Johnson0%+11.31%加仓
29NVDANvidia CORP0%+42.97%加仓
30HYLBXtrackers Usd High Yield Cor-0.2%-99.43%减仓
31GOOGLAlphabet Inc-cl A-0.2%+24.09%加仓
32VOOVanguard S&p 500 ETF-0.2%+41.22%加仓
33ULTAUlta Beauty INC-0.2%-90.57%减仓
34USHYIshares Broad Usd High Yield-0.3%-98.86%减仓
35BKNGBooking Holdings INC-0.3%-87.49%减仓
36VTVVanguard Value ETF-0.3%+8.14%加仓
37ORCLOracle CORP-0.3%-35.30%减仓
38VONGVanguard Russell 1000 Growth-0.5%-28.67%减仓
39QUALIshares Msci USA Quality Fac-0.6%-48.66%减仓
40AAPLApple INC-0.7%+16.40%加仓
41IWFIshares Russell 1000 Growth-1.2%-1.62%减仓
42DIHPDimensional International Hi—NEW新建仓
43DUHPDimensional US High Profi Et—NEW新建仓
44CGGECap Group Global Eq—NEW新建仓
45VUSBVanguard Ultra Short Bond Et—NEW新建仓
46ECMLEucldean Fundmntl Val ETF Ec—NEW新建仓
47MIAXMiami International Holdings—NEW新建仓
48OMFLInvesco Russell 1000 Dyn M/f—NEW新建仓
49DNLIDenali Therapeutics INC—NEW新建仓
50RODMHartford Multifact Dev Mrkt—NEW新建仓

FAQ

Clearstead Advisors, LLC 是什么机构？属于哪种投资人类型？
Clearstead Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$109.5亿，分布在 2241 个已申报仓位之中。
Clearstead Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Clearstead Advisors, LLC 按市值排列的前几大持股为： 1. Vanguard S&p 500 ETF (VOO) — US$9.9亿 (9.1%) 2. Paccar INC (PCAR) — US$5.6亿 (5.2%) 3. Microsoft CORP (MSFT) — US$3.4亿 (3.1%) 4. Apple INC (AAPL) — US$2.9亿 (2.7%) 5. Ishares Core S&p 500 ETF (IVV) — US$2.9亿 (2.6%)
Clearstead Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Clearstead Advisors, LLC 共进行了 50 项显著调整：新建仓 9 个仓位、加仓 33 个既有持股、减仓 8 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Dimensional International Hi (DIHP); 新建仓: Dimensional US High Profi Et (DUHP); 新建仓: Cap Group Global Eq (CGGE); 新建仓: Vanguard Ultra Short Bond Et (VUSB); 新建仓: Eucldean Fundmntl Val ETF Ec (ECML)
Clearstead Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Clearstead Advisors, LLC 的主要板块分布如下： • Information Technology: 27.2% • Industrials: 23.4% • Financials: 12.5% • Consumer Discretionary: 10.6% • Communication Services: 7.5% • Health Care: 7.0%