Clearstead Trust, LLC 13F 持仓 · 2026年Q2
Clearstead Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 970 只证券，申报市值合计 7.65 亿美元。前几大持仓：QQQ（15.74%）、ILCG（11.23%）、QLD（9.77%）。本季前 25 大持仓中：增持 12 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $120.4M | 15.74% | 163,527 | 增持 |
| 2 | ILCG | ISHARES TR | $85.9M | 11.23% | 734,041 | 增持 |
| 3 | QLD | PROSHARES TR | $74.8M | 9.77% | 772,566 | 增持 |
| 4 | IWF | ISHARES TR | $34.2M | 4.47% | 275,194 | 增持 |
| 5 | AAPL | APPLE INC | $31.6M | 4.13% | 109,097 | 增持 |
| 6 | MSFT | MICROSOFT CORP | $22.3M | 2.92% | 59,890 | 减持 |
| 7 | NVDA | NVIDIA CORPORATION | $21.4M | 2.80% | 107,051 | 减持 |
| 8 | GOOGL | ALPHABET INC | $19.2M | 2.51% | 53,837 | 减持 |
| 9 | CGCV | CAPITAL GROUP CONSERVATIVE E | $17.6M | 2.30% | 535,806 | 增持 |
| 10 | AVGO | BROADCOM INC | $17.2M | 2.25% | 45,481 | 减持 |
| 11 | AMZN | AMAZON COM INC | $16.6M | 2.17% | 69,665 | 增持 |
| 12 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $15.3M | 1.99% | 15,808 | 减持 |
| 13 | BIL | SPDR SERIES TRUST | $12.7M | 1.67% | 139,027 | 减持 |
| 14 | JPM | JPMORGAN CHASE & CO | $11.3M | 1.48% | 34,624 | 减持 |
| 15 | IVV | ISHARES TR | $9.7M | 1.26% | 12,903 | 增持 |
| 16 | GOOG | ALPHABET INC | $8.4M | 1.09% | 23,666 | 减持 |
| 17 | LLY | ELI LILLY & CO | $8.1M | 1.06% | 6,741 | 增持 |
| 18 | V | VISA INC | $8.1M | 1.06% | 23,583 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $6.6M | 0.86% | 25,970 | 减持 |
| 20 | AMD | ADVANCED MICRO DEVICES INC | $6.2M | 0.82% | 10,741 | 增持 |
| 21 | COST | COSTCO WHOLESALE CORPORATION | $6.2M | 0.82% | 6,674 | 减持 |
| 22 | JEPI | J P MORGAN EXCHANGE TRADED F | $5.9M | 0.78% | 105,133 | 减持 |
| 23 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.7M | 0.75% | 11,966 | 减持 |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $5.6M | 0.73% | 11,138 | 增持 |
| 25 | DE | DEERE & CO | $5.1M | 0.66% | 7,997 | 增持 |
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