Clearstead Advisors, LLC

SEC CIK: 0000842775

SEC 申報列表（在新分頁開啟）

2026 年第 2 季持倉

持倉截至 2026/6/30，申報日 2026/8/6。SEC

持股檔數: 3,646; 較 2026 年第 1 季 +1,414
總值: $105.89 億; 較 2026 年第 1 季 −$3.52 億 (−3.2%)

跟 2026 年第 1 季比較：新進、加碼、減碼與清倉

持股

只含多頭部位。變化是跟 2026 年第 1 季比股數。

Clearstead Advisors, LLC 在 2026 年第 2 季的持倉
證券	類別	股數	市值	佔組合 %	股數變化	動作	歷年
VANGUARD S&P 500 ETF922908363	ETF	1,450,939	$9.97 億	9.41%	−204,823−12.4%	減碼	–
ISHARES CORE S&P 500 ETF464287200	ETF	433,690	$3.25 億	3.07%	−3,895−0.9%	減碼	–
AAPLAPPLE INC COM	Stock	1,030,593	$2.98 億	2.82%	−119,551−10.4%	減碼	查看
PCARPACCAR INC	COM	2,442,741	$2.93 億	2.77%	−2,434,485−49.9%	減碼	查看
ISHARES RUSSELL 1000 GROWTH ETF464287614	ETF	1,958,655	$2.43 億	2.30%	+1,419,763+263.5%	加碼	–
VANGUARD MORNINGSTAR MID-CAP ETF922908629	ETF	2,833,612	$2.28 億	2.16%	+2,123,863+299.2%	加碼	–
MSFTMICROSOFT CORP COM	Stock	570,657	$2.13 億	2.01%	−338,900−37.3%	減碼	查看
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751	ETF	522,390	$1.58 億	1.50%	−2,768−0.5%	減碼	–
VANGUARD MORNINGSTAR VALUE ETF922908744	ETF	718,373	$1.57 億	1.48%	−32,468−4.3%	減碼	–
SPYSTATE STREET SPDR S&P 500 ETF	ETF	205,100	$1.53 億	1.45%	−47,253−18.7%	減碼	查看
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF78463X889	ETF	3,006,007	$1.51 億	1.43%	−94,365−3.0%	減碼	–
AMZNAMAZON COM INC COM	Stock	633,986	$1.51 億	1.43%	−292,182−31.5%	減碼	查看
VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771	ETF	3,144,439	$1.47 億	1.39%	+126,586+4.2%	加碼	–
ISHARES TR46435G326	CORE MSCI INTL	1,648,519	$1.47 億	1.39%	−1,404,606−46.0%	減碼	–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769	ETF	354,872	$1.31 億	1.24%	−188,001−34.6%	減碼	–
NVDANVIDIA CORPORATION COM	Stock	643,264	$1.29 億	1.22%	−133,848−17.2%	減碼	查看
GOOGLALPHABET INC CAP STK CL A	Stock	355,358	$1.27 億	1.20%	−46,511−11.6%	減碼	查看
BAILLIE GIFFORD ETF TR05686D200	LNG TRM GLBL GRW	3,520,580	$1.24 億	1.17%	+3,520,580	新進	–
DIMENSIONAL ETF TRUST25434V203	INTL CORE EQT MK	2,844,690	$1.17 億	1.11%	+129,956+4.8%	加碼	–
ISHARES CORE MSCI EAFE ETF46432F842	ETF	1,096,285	$1.06 億	1.00%	+65,158+6.3%	加碼	–
DIMENSIONAL ETF TRUST25434V765	INTL HIGH PROFIT	3,040,147	$1.04 億	0.98%	−2,488,253−45.0%	減碼	–
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834	ETF	1,047,523	$9,997.56 萬	0.94%	−2,706−0.3%	減碼	–
WISDOMTREE TR97717W307	US LARGECAP DIVD	942,613	$9,079.25 萬	0.86%	−33,669−3.4%	減碼	–
INVESCO EXCHANGE TRADED FD T46137V357	S&P500 EQL WGT	416,058	$8,852.48 萬	0.84%	−244,406−37.0%	減碼	–
JPMJPMORGAN CHASE & CO COM	Stock	263,732	$8,632.7 萬	0.82%	−26,197−9.0%	減碼	查看
ISHARES RUSSELL MIDCAP ETF464287499	ETF	762,482	$8,411.7 萬	0.79%	−6,248−0.8%	減碼	–
CATCATERPILLAR INC COM	Stock	77,286	$8,230.21 萬	0.78%	−14,908−16.2%	減碼	查看
SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF808524763	ETF	1,971,498	$7,503.52 萬	0.71%	−1,771,423−47.3%	減碼	–
ISHARES CORE S&P SMALL CAP ETF464287804	ETF	496,435	$7,362.63 萬	0.70%	+5,091+1.0%	加碼	–
NSCNORFOLK SOUTHN CORP COM	Stock	232,843	$7,324.99 萬	0.69%	−17,247−6.9%	減碼	查看
ISHARES CORE S&P MID-CAP ETF464287507	ETF	944,567	$7,283.55 萬	0.69%	+16,974+1.8%	加碼	–
J P MORGAN EXCHANGE TRADED F46641Q332	EQUITY PREMIUM	1,243,285	$7,022.07 萬	0.66%	+7,859+0.6%	加碼	–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858	ETF	955,762	$6,809.8 萬	0.64%	−603,695−38.7%	減碼	–
INVESCO EXCH TRD SLF IDX FD46138J577	BULETSHS 2029	3,664,565	$6,806.93 萬	0.64%	+53,530+1.5%	加碼	–
GOOGALPHABET INC CAP STK CL C	Stock	192,546	$6,803.2 萬	0.64%	−59,915−23.7%	減碼	查看
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW	Stock	133,487	$6,679.56 萬	0.63%	−22,577−14.5%	減碼	查看
INVESCO EXCH TRD SLF IDX FD46138J643	INVSCO BLSH 28	3,274,980	$6,669.5 萬	0.63%	+19,713+0.6%	加碼	–
LLYELI LILLY & CO COM	Stock	55,467	$6,652.85 萬	0.63%	−4,714−7.8%	減碼	查看
INVESCO EXCH TRD SLF IDX FD46138J460	INVSCO 30 CORP	3,910,447	$6,508.94 萬	0.61%	+89,907+2.4%	加碼	–
AVGOBROADCOM INC COM	Stock	157,661	$5,955.6 萬	0.56%	−7,018−4.3%	減碼	查看
JNJJOHNSON & JOHNSON COM	Stock	234,177	$5,947.41 萬	0.56%	−27,959−10.7%	減碼	查看
INVESCO EXCH TRD SLF IDX FD46139W825	BUL 2033 COR ETF	2,750,934	$5,792.09 萬	0.55%	+88,835+3.3%	加碼	–
DIMENSIONAL ETF TRUST25434V831	US HIGH PROF ETF	1,364,264	$5,693.07 萬	0.54%	−1,351,541−49.8%	減碼	–
ISHARES MSCI EAFE ETF464287465	ETF	529,778	$5,503.33 萬	0.52%	+18,273+3.6%	加碼	–
AMDADVANCED MICRO DEVICES INC COM	Stock	92,765	$5,388.82 萬	0.51%	−14,226−13.3%	減碼	查看
INVESCO EXCHANGE TRADED FD T46137V233	S&P 500 TOP 50	865,654	$5,300.4 萬	0.50%	−9,185−1.0%	減碼	–
ISHARES S&P 500 GROWTH ETF464287309	ETF	374,870	$5,155.59 萬	0.49%	+5,288+1.4%	加碼	–
SCHWAB INTERMEDIATE-TERM US TREASURY ETF808524854	ETF	2,077,660	$5,123.51 萬	0.48%	+123,617+6.3%	加碼	–
MUMICRON TECHNOLOGY INC COM	Stock	43,110	$4,976.17 萬	0.47%	−15,069−25.9%	減碼	查看
CAPITAL GROUP GLOBAL EQUITY14020R107	SHS	1,349,068	$4,754.12 萬	0.45%	−1,400,046−50.9%	減碼	–
COSTCOSTCO WHOLESALE CORPORATION COM	Stock	50,028	$4,680.01 萬	0.44%	−9,856−16.5%	減碼	查看
ISHARES TR464287622	RUS 1000 ETF	113,061	$4,629.85 萬	0.44%	−36,233−24.3%	減碼	–
VANGUARD SCOTTSDALE FDS92206C680	VNG RUS1000GRW	347,785	$4,445.04 萬	0.42%	−43,750−11.2%	減碼	–
ISHARES TR464287689	RUSSELL 3000 ETF	103,636	$4,419.02 萬	0.42%	−103−0.1%	減碼	–
WMTWALMART INC COM	Stock	382,536	$4,332.6 萬	0.41%	−69,717−15.4%	減碼	查看
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406	ETF	271,152	$4,285.01 萬	0.40%	+75,383+38.5%	加碼	–
SPDR SERIES TRUST78464A763	ST STR SP DIV	279,710	$4,256.63 萬	0.40%	−530−0.2%	減碼	–
PANWPALO ALTO NETWORKS INC COM	Stock	124,812	$4,256.34 萬	0.40%	−9,652−7.2%	減碼	查看
VANGUARD TOTAL WORLD STOCK ETF922042742	ETF	266,632	$4,184.79 萬	0.40%	+88,437+49.6%	加碼	–
NEOS ETF TRUST78433H584	ENHANCED INCOME	834,478	$4,109.61 萬	0.39%	−34,718−4.0%	減碼	–
ISHARES MSCI USA QUALITY FACTOR ETF46432F339	ETF	185,105	$4,061.77 萬	0.38%	−12,524−6.3%	減碼	–
METAMETA PLATFORMS INC CL A	Stock	71,960	$4,053.41 萬	0.38%	−7,066−8.9%	減碼	查看
ETNEATON CORP PLC SHS	Stock	94,532	$4,028.19 萬	0.38%	+1,812+2.0%	加碼	查看
VANGUARD INDEX FDS922908652	EXTEND MKT ETF	162,397	$3,998.38 萬	0.38%	−39,434−19.5%	減碼	–
SONSONOCO PRODS CO	COM	693,027	$3,905.21 萬	0.37%	+693,004+3,013,060.9%	加碼	查看
VANGUARD DIVIDEND APPRECIATION ETF921908844	ETF	150,593	$3,563.33 萬	0.34%	−1,859−1.2%	減碼	–
VANGUARD STAR FDS921909768	VG TL INTL STK F	415,990	$3,556.3 萬	0.34%	+254,301+157.3%	加碼	–
RTXRTX CORPORATION COM	Stock	176,048	$3,340.16 萬	0.32%	−6,642−3.6%	減碼	查看
XOMEXXON MOBIL CORP	COM	236,056	$3,227.37 萬	0.30%	−28,611−10.8%	減碼	查看
VANGUARD MORNINGSTAR GROWTH ETF922908736	ETF	366,233	$3,154.73 萬	0.30%	+281,640+332.9%	加碼	–
MDYSTATE STREET SPDR S&P MIDCAP 400 ETF TRUST	ETF	44,423	$3,124.47 萬	0.30%	+735+1.7%	加碼	查看
ISHARES RUSSELL 2000 ETF464287655	ETF	98,825	$2,969.2 萬	0.28%	−21,992−18.2%	減碼	–
MAMASTERCARD INCORPORATED CL A	Stock	57,433	$2,949.77 萬	0.28%	−10,109−15.0%	減碼	查看
MRVLMARVELL TECHNOLOGY INC	COM	98,931	$2,947.05 萬	0.28%	−2,048−2.0%	減碼	查看
CSCOCISCO SYS INC COM	Stock	249,736	$2,933.39 萬	0.28%	−23,718−8.7%	減碼	查看
AMATAPPLIED MATLS INC COM	Stock	40,185	$2,905.4 萬	0.27%	+911+2.3%	加碼	查看
CVXCHEVRON CORPORATION COM	Stock	174,767	$2,896.93 萬	0.27%	−15,330−8.1%	減碼	查看
PGPROCTER & GAMBLE CO COM	Stock	197,251	$2,892.5 萬	0.27%	−16,937−7.9%	減碼	查看
ISHARES RUSSELL 1000 VALUE ETF464287598	ETF	117,742	$2,854.42 萬	0.27%	−48,314−29.1%	減碼	–
ABBVABBVIE INC COM	Stock	111,021	$2,793.73 萬	0.26%	−23,138−17.2%	減碼	查看
PEPPEPSICO INC COM	Stock	206,187	$2,791.77 萬	0.26%	−17,265−7.7%	減碼	查看
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302	ETF	686,310	$2,759.65 萬	0.26%	+6,569+1.0%	加碼	–
TXNTEXAS INSTRS INC COM	Stock	92,299	$2,751.16 萬	0.26%	−4,231−4.4%	減碼	查看
HDHOME DEPOT INC COM	Stock	75,745	$2,671.39 萬	0.25%	−7,009−8.5%	減碼	查看
ISHARES TR464288257	MSCI ACWI ETF	168,965	$2,652.23 萬	0.25%	−18,064−9.7%	減碼	–
VANGUARD SCOTTSDALE FDS92206C714	VNG RUS1000VAL	248,042	$2,636.94 萬	0.25%	−4,012−1.6%	減碼	–
ISHARES S&P 500 VALUE ETF464287408	ETF	114,906	$2,609.05 萬	0.25%	+1,472+1.3%	加碼	–
ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF46435U325	ETF	1,011,284	$2,586.86 萬	0.24%	+25,353+2.6%	加碼	–
ISHARES IBONDS DEC 2029 TERM MUNI BOND ETF46436E163	ETF	1,006,875	$2,556.46 萬	0.24%	+27,005+2.8%	加碼	–
ISHARES IBONDS DEC 2027 TERM MUNI BOND ETF46435U283	ETF	1,001,027	$2,544.61 萬	0.24%	+24,692+2.5%	加碼	–
INVESCO QQQ TRUST SERIES I46090E103	ETF	34,378	$2,531.53 萬	0.24%	−20,809−37.7%	減碼	–
BXBLACKSTONE INC	COM	214,818	$2,527.76 萬	0.24%	−5,112−2.3%	減碼	查看
VVISA INC COM CL A	Stock	71,541	$2,454.53 萬	0.23%	−18,842−20.8%	減碼	查看
TSLATESLA INC COM	Stock	57,532	$2,419.79 萬	0.23%	−8,267−12.6%	減碼	查看
ISHARES TR46435G425	ESG AWR MSCI USA	147,226	$2,409.65 萬	0.23%	−190,670−56.4%	減碼	–
ISHARES IBONDS DEC 2030 TERM MUNI BOND ETF46438G687	ETF	930,943	$2,408.35 萬	0.23%	+31,702+3.5%	加碼	–
ISHARES CORE U.S. AGGREGATE BOND ETF464287226	ETF	236,811	$2,343.95 萬	0.22%	−22,173−8.6%	減碼	–
ISHARES TR46435U853	BROAD USD HIGH	628,181	$2,325.52 萬	0.22%	+621,519+9,329.3%	加碼	–
DBX ETF TR233051432	XTRACK USD HIGH	634,304	$2,316.48 萬	0.22%	+631,721+24,456.9%	加碼	–
DIMENSIONAL ETF TRUST25434V666	US LARG VALU ETF	550,562	$2,176.92 萬	0.21%	+18,330+3.4%	加碼	–

選擇權（14 檔）

同一份申報裡的賣權（put）與買權（call）部位。金額是標的股票的市值，也就是 13F 申報的數字。

Clearstead Advisors, LLC 在 2026 年第 2 季的選擇權部位
證券	類別	賣權	買權
AAPLAPPLE INC COM	Stock	$138.89 萬	–
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769	ETF	–	$111.01 萬
NVDANVIDIA CORPORATION COM	Stock	$100.05 萬	–
GOOGALPHABET INC CAP STK CL C	Stock	$49.47 萬	–
ISHARES MSCI EAFE ETF464287465	ETF	–	$36.36 萬
PGPROCTER & GAMBLE CO COM	Stock	$22 萬	–
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF81369Y803	ETF	$7.62 萬	$9.53 萬
PROSHARES TR74347R206	PSHS ULTRA QQQ	$1.94 萬	$14.51 萬
ISHARES TR464287556	ISHARES BIOTECH	$9.51 萬	–
ISHARES TR464287515	EXPANDED TECH	–	$6.34 萬
USOUNITED STS OIL FD LP	UNITS	$4.26 萬	–
ISHARES RUSSELL 2000 ETF464287655	ETF	$3 萬	–
AMZNAMAZON COM INC COM	Stock	–	$2.38 萬
LBTYALIBERTY GLOBAL LTD	COM CL A	–	$2.27 萬

2026 年第 1 季之後清倉（89 檔）

2026 年第 1 季季末還持有、這份申報已經沒有的部位。

Clearstead Advisors, LLC 在 2026 年第 1 季之後清倉的部位
證券	類別	2026 年第 1 季股數	2026 年第 1 季市值	2026 年第 1 季佔組合 %
ISHARES TR46434V886	HDG MSCI JAPAN	160,230	$901.77 萬	0.08%
TOTALENERGIES SEB15C55900	EQUITY	13,242	$123.45 萬	0.01%
FIRST TR EXCHANGE-TRADED FD33734X200	DJ GLBL DIVID	30,062	$95.99 萬	0.01%
ISHARES TR464288737	GLB CNSM STP ETF	14,048	$94.14 萬	0.01%
VANGUARD MUN BD FDS922907696	SHORT TAX EXEMPT	9,751	$74.39 萬	0.01%
DDDUPONT DE NEMOURS INC	COM	15,408	$70.57 萬	0.01%
ODDODDITY TECH LTD	SHS CL A	30,452	$40.74 萬	0.00%
FLEXSHARES TR33939L605	IBOXX 5YR TRGT	13,810	$33.3 萬	0.00%
VANECK ETF TRUST92189F437	FALLEN ANGEL HG	10,819	$31.07 萬	0.00%
GLOBAL X FDS37954Y459	RUSSELL 2000	20,282	$30.32 萬	0.00%
ANROALTO NEUROSCIENCE INC	COM SHS	13,312	$29.93 萬	0.00%
LIBERTY BROADBAND CORP530307107	COM SER A	5,115	$25.69 萬	0.00%
COTERRA ENERGY INC COM127097103	Stock	4,771	$16.77 萬	0.00%
LIONLIONSGATE STUDIOS CORP	COM	17,364	$16.65 萬	0.00%
AMERICAN CENTY ETF TR025072703	INTL EQT ETF	1,478	$12.54 萬	0.00%
WISDOMTREE TR97717W802	ITL HIGH DIV FD	2,250	$12.17 萬	0.00%
BBH TR05528C675	SELECT LARGE CAP	7,507	$11.28 萬	0.00%
BNY MELLON ETF TRUST II05613H407	CORE PLUS ETF	4,068	$10.09 萬	0.00%
J P MORGAN EXCHANGE TRADED F46654Q716	ACTIVE BOND ETF	1,073	$5.77 萬	0.00%
CAPITAL GRP FIXED INCM ETF T14020Y102	CORE PLUS INCM	2,551	$5.7 萬	0.00%
ISHARES IBONDS 2026 TERM HIGH YIELD AND INCOME ETF46436E528	ETF	2,440	$5.6 萬	0.00%
ISHARES CORE MSCI EUROPE ETF46434V738	ETF	789	$5.55 萬	0.00%
WIXWIX COM LTD	SHS	608	$5.48 萬	0.00%
CCLCARNIVAL CORP	UNIT 99/99/9999	2,015	$5.21 萬	0.00%
DIMENSIONAL ETF TRUST25434V823	US REAL ESTA ETF	1,837	$4.35 萬	0.00%
Cantaloupe Inc138103106	COM	4,000	$4.32 萬	0.00%
RNPCOHEN & STEERS REIT & PFD &	COM	2,000	$3.95 萬	0.00%
INVESCO EXCHANGE TRADED FD T46137V522	RYMND JMS SB 1	500	$3.64 萬	0.00%
NNOXNANO X IMAGING LTD	ORD SHS	11,900	$2.7 萬	0.00%
VELOVELO3D INC COM NEW	Stock	2,777	$2.61 萬	0.00%
ALPS ETF TR00162Q346	SMITH CORE PLUS	976	$2.51 萬	0.00%
CWENCLEARWAY ENERGY INC	CL A	610	$2.39 萬	0.00%
FIRST TR EXCHNG TRADED FD VI33740F888	SMIT UNCO BD ETF	762	$1.89 萬	0.00%
UPXIUPEXI INC	COM NEW	16,000	$1.58 萬	0.00%
AIR LEASE CORP00912X302	CL A	242	$1.57 萬	0.00%
HOLOGIC INC436440101	COM	198	$1.5 萬	0.00%
SPDR SERIES TRUST78464A664	ST LON TREAS ETF	409	$1.08 萬	0.00%
ALZNALZAMEND NEURO INC	COM NEW 2025	10,000	$1.06 萬	0.00%
UDEMY INC902685106	COM	2,266	$1.05 萬	0.00%
FSSLFS SPECIALTY LENDING FD	COM SH BEN INT	824	$1.03 萬	0.00%
ETF SER SOLUTIONS26922B840	COM	1,000	$8,990	0.00%
SBSCOMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	282	$8,618	0.00%
ABRDN ETFS003261203	BBRG ALL COMMDY	205	$7,335	0.00%
SMPSTANDARD MTR PRODS INC COM	Stock	200	$6,948	0.00%
MASIMO CORP574795100	COM	35	$6,226	0.00%
SBETSHARPLINK INC	COM NEW	950	$6,128	0.00%
AGXARGAN INC COM	Stock	11	$5,992	0.00%
CCLCARNIVAL PLC	ADR	125	$3,222	0.00%
TPVGTRIPLEPOINT VENTURE GROWTH B	COM	630	$3,144	0.00%
INVESCO EXCH TRADED FD TR II46138G508	SR LN ETF	150	$3,062	0.00%
BITFARMS LTD COM09173B107	Stock	1,045	$2,039	0.00%
GFUZSPRING VY ACQUISITION CORP I	Equity	200	$2,032	0.00%
OCGNOCUGEN INC	COM	670	$1,213	0.00%
BKSYBLACKSKY TECHNOLOGY INC	CL A NEW	45	$1,133	0.00%
KALVISTA PHARMACEUTICALS INC483497103	COM	48	$972	0.00%
TNGXTANGO THERAPEUTICS INC	COM	45	$942	0.00%
INOINOVIO PHARMACEUTICALS INC	COM SHS	500	$870	0.00%
QUIKQUICKLOGIC CORP	COM NEW	80	$751	0.00%
CRVSCORVUS PHARMACEUTICALS INC	COM	50	$732	0.00%
FVRRFIVERR INTL LTD	ORD SHS	70	$702	0.00%
SRTSSENSUS HEALTHCARE INC	COM	155	$617	0.00%
OLMAOLEMA PHARMACEUTICALS INC	COM	38	$567	0.00%
DEFTDEFI TECHNOLOGIES INC	COM	815	$451	0.00%
MINDMIND TECHNOLOGY INC	COM NEW	50	$418	0.00%
CNXCCONCENTRIX CORP COM	Stock	15	$411	0.00%
INUVINUVO INC	COM	164	$340	0.00%
SCHWAB STRATEGIC TR808524615	MORTGAGE BACKED	12	$307	0.00%
VALNVALNEVA SE	SPONSORED ADS	48	$303	0.00%
MLYSMINERALYS THERAPEUTICS INC	COM	11	$298	0.00%
IMTXIMMATICS N.V	SHS	25	$244	0.00%
GRNDGRINDR INC	COM	20	$242	0.00%
BTLNGLIMPSE GROUP INC	COM	385	$199	0.00%
XPERXPERI INC	COMMON STOCK	33	$182	0.00%
ZLABZAI LAB LTD	ADR	9	$170	0.00%
INVZINNOVIZ TECHNOLOGIES LTD	SHS	230	$146	0.00%
ABOSACUMEN PHARMACEUTICALS INC	COM	60	$142	0.00%
SNYRSYNERGY CHC CORP	COM NEW	109	$141	0.00%
IDNINTELLICHECK MOBILISA INC	COM NEW	20	$140	0.00%
ISHARES INC464286517	JP MORGAN EM ETF	3	$123	0.00%
CSAICLOUDASTRUCTURE INC	COM CL A	150	$92	0.00%
ABCLABCELLERA BIOLOGICS INC	COM	26	$91	0.00%
REKRREKOR SYSTEMS INC	COM	105	$87	0.00%
EVOEVOTEC AG	SPONSORED ADS	29	$73	0.00%
WOLFWOLFSPEED INC	COMMON STOCK	4	$66	0.00%
AGPUAXE COMPUTE INC	COM NEW	40	$65	0.00%
VODVODAFONE GROUP PLC SPONSORED ADR	ADR	4	$57	0.00%
IMPPIMPERIAL PETE INC	COM NEW	13	$56	0.00%
GFAIGUARDFORCE AI CO LTD	SHS NEW	40	$18	0.00%
CGCCANOPY GROWTH CORP	COM NEW	2	$2	0.00%

各季 13F 申報

Clearstead Advisors, LLC 各季的 13F 申報
季度	申報日	持股檔數	總值	變化	申報原文
2026 年第 2 季	2026/8/6	3,646	$105.89 億	與 2026 年第 1 季比較	SEC
2026 年第 1 季	2026/5/6	2,232	$109.41 億	與 2025 年第 4 季比較	SEC
2025 年第 4 季	2026/2/9	2,726	$79.24 億	與 2025 年第 3 季比較	SEC
2025 年第 3 季	2025/11/10	3,080	$68.65 億	與 2025 年第 2 季比較	SEC
2025 年第 2 季	2025/8/8	2,735	$71.18 億	與 2025 年第 1 季比較	SEC
2025 年第 1 季	2025/5/13	2,194	$64.43 億	與 2024 年第 4 季比較	SEC
2024 年第 4 季	2025/2/10	2,092	$65.7 億	與 2024 年第 3 季比較	SEC
2024 年第 3 季	2024/11/13	2,038	$64.46 億	與 2024 年第 2 季比較	SEC
2024 年第 2 季	2024/8/12	2,026	$58.61 億	與 2024 年第 1 季比較	SEC
2024 年第 1 季	2024/5/14	1,543	$20.2 億	與 2023 年第 4 季比較	SEC
2023 年第 4 季	2024/2/12	1,513	$18.84 億	與 2023 年第 3 季比較	SEC
2023 年第 3 季	2023/11/13修正	1,522	$34.46 億	與 2023 年第 2 季比較	SEC SEC
2023 年第 2 季	2023/8/7	1,375	$16.5 億	與 2023 年第 1 季比較	SEC
2023 年第 1 季	2023/5/9	1,367	$13.74 億	與 2022 年第 4 季比較	SEC
2022 年第 4 季	2023/2/14	1,311	$12.76 億	與 2022 年第 3 季比較	SEC
2022 年第 3 季	2022/11/15	1,315	$10.85 億	與 2022 年第 2 季比較	SEC
2022 年第 2 季	2022/8/12	1,337	$12.83 億	與 2022 年第 1 季比較	SEC
2022 年第 1 季	2022/5/4	1,415	$14.7 億	與 2021 年第 4 季比較	SEC
2021 年第 4 季	2022/2/14	1,296	$14.66 億	與 2021 年第 3 季比較	SEC
2021 年第 3 季	2021/11/12	1,311	$13.36 億	與 2021 年第 2 季比較	SEC
2021 年第 2 季	2021/8/12	1,270	$12.99 億	與 2021 年第 1 季比較	SEC
2021 年第 1 季	2021/5/14	1,136	$12 億	–	SEC