Clearstead Advisors, LLC 13F 持仓 · 2026年Q2
Clearstead Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 3,644 只证券，申报市值合计 105.94 亿美元。前几大持仓：VOO（9.41%）、IVV（3.07%）、AAPL（2.83%）。本季前 25 大持仓中：新建仓 1 只、增持 5 只、减持 19 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $996.5M | 9.41% | 1.5M | 减持 |
| 2 | IVV | ISHARES TR | $324.8M | 3.07% | 433,690 | 减持 |
| 3 | AAPL | APPLE INC | $299.6M | 2.83% | 1.0M | 减持 |
| 4 | PCAR | PACCAR INC | $293.4M | 2.77% | 2.4M | 减持 |
| 5 | IWF | ISHARES TR | $243.2M | 2.30% | 2.0M | 增持 |
| 6 | VO | VANGUARD INDEX FDS | $228.3M | 2.15% | 2.8M | 增持 |
| 7 | MSFT | MICROSOFT CORP | $212.9M | 2.01% | 570,657 | 减持 |
| 8 | VB | VANGUARD INDEX FDS | $158.3M | 1.49% | 522,390 | 减持 |
| 9 | VTV | VANGUARD INDEX FDS | $156.6M | 1.48% | 718,373 | 减持 |
| 10 | SPY | STATE STR SPDR S&P 500 ETF T | $153.2M | 1.45% | 205,100 | 减持 |
| 11 | AMZN | AMAZON COM INC | $151.1M | 1.43% | 634,086 | 减持 |
| 12 | SPDW | SPDR INDEX SHS FDS | $151.5M | 1.43% | 3.0M | 减持 |
| 13 | IDEV | ISHARES TR | $146.7M | 1.39% | 1.6M | 减持 |
| 14 | VMBS | VANGUARD SCOTTSDALE FDS | $147.2M | 1.39% | 3.1M | 增持 |
| 15 | VTI | VANGUARD INDEX FDS | $132.4M | 1.25% | 357,872 | 减持 |
| 16 | NVDA | NVIDIA CORPORATION | $129.7M | 1.22% | 643,264 | 减持 |
| 17 | GOOGL | ALPHABET INC | $127.0M | 1.20% | 355,358 | 减持 |
| 18 | BGGG | BAILLIE GIFFORD ETF TR | $124.1M | 1.17% | 3.5M | 新建仓 |
| 19 | DFAI | DIMENSIONAL ETF TRUST | $117.3M | 1.11% | 2.8M | 增持 |
| 20 | IEFA | ISHARES TR | $105.9M | 1.00% | 1.1M | 增持 |
| 21 | DIHP | DIMENSIONAL ETF TRUST | $103.7M | 0.98% | 3.0M | 减持 |
| 22 | IXUS | ISHARES TR | $100.0M | 0.94% | 1.0M | 减持 |
| 23 | DLN | WISDOMTREE TR | $90.8M | 0.86% | 942,613 | 减持 |
| 24 | RSP | INVESCO EXCHANGE TRADED FD T | $88.5M | 0.84% | 416,058 | 减持 |
| 25 | JPM | JPMORGAN CHASE & CO | $86.3M | 0.81% | 263,732 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR