Clearstead Advisors, LLC
- SEC CIK
- 0000842775
- 最新申報
- 2026/8/6
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/14 申報。只含多頭部位。
- 持股檔數
- 1,136
- 2020 年第 4 季沒有 13F 資料
- 總值
- $12.0 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF922908363 | ETF | 377,562 | $1.38 億 | 11.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 160,126 | $5,110 萬 | 4.3% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 162,642 | $4,692 萬 | 3.9% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 207,420 | $4,591 萬 | 3.8% | – | – | – |
| AAPLApple Inc. | Stock | 358,778 | $4,383 萬 | 3.7% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 149,161 | $3,517 萬 | 2.9% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 198,999 | $3,029 萬 | 2.5% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 95,719 | $2,491 萬 | 2.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 49,391 | $2,351 萬 | 2.0% | – | – | 歷史 |
| iShares Tr464287689 | RUSSELL 3000 ETF | 97,082 | $2,303 萬 | 1.9% | – | – | – |
| SPDR Series Trust78464A763 | ST STR SP DIV | 171,551 | $2,025 萬 | 1.7% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 50,572 | $2,012 萬 | 1.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 81,409 | $1,743 萬 | 1.5% | – | – | – |
| HDHome Depot, Inc. | Stock | 47,796 | $1,459 萬 | 1.2% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 195,860 | $1,355 萬 | 1.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 4,180 | $1,293 萬 | 1.1% | – | – | 歷史 |
| ProShares Tr74347R206 | PSHS ULTRA QQQ | 104,440 | $1,224 萬 | 1.0% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 151,787 | $1,122 萬 | 0.9% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 5,205 | $1,074 萬 | 0.9% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 88,100 | $1,056 萬 | 0.9% | – | – | 歷史 |
| iShares Core S&P Small Cap ETF464287804 | ETF | 95,643 | $1,038 萬 | 0.9% | – | – | – |
| PEPPepsiCo Inc | Stock | 72,575 | $1,027 萬 | 0.9% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 74,364 | $1,007 萬 | 0.8% | – | – | 歷史 |
| INTCIntel Corp | Stock | 154,739 | $990.3 萬 | 0.8% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 60,109 | $987.9 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287622 | RUS 1000 ETF | 43,833 | $981.1 萬 | 0.8% | – | – | – |
| DISWalt Disney Co | Stock | 52,733 | $973.0 萬 | 0.8% | – | – | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 51,620 | $972.9 萬 | 0.8% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 35,690 | $911.8 萬 | 0.8% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 13,583 | $907.2 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI Eafe ETF464287465 | ETF | 112,674 | $854.9 萬 | 0.7% | – | – | – |
| LECOLincoln Electric Holdings Inc | COM | 67,942 | $835.3 萬 | 0.7% | – | – | 歷史 |
| CVGICommercial Vehicle Group, Inc. | COM | 865,389 | $835.1 萬 | 0.7% | – | – | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 156,126 | $807.3 萬 | 0.7% | – | – | 歷史 |
| PGRProgressive Corp | Stock | 75,572 | $722.5 萬 | 0.6% | – | – | 歷史 |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 99,613 | $717.7 萬 | 0.6% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 127,876 | $713.9 萬 | 0.6% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 85,833 | $661.7 萬 | 0.6% | – | – | 歷史 |
| ZIONZions Bancorporation, National Association | COM | 116,002 | $637.5 萬 | 0.5% | – | – | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 69,042 | $634.2 萬 | 0.5% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 15,217 | $603.1 萬 | 0.5% | – | – | 歷史 |
| VVisa Inc. | Stock | 28,127 | $595.5 萬 | 0.5% | – | – | 歷史 |
| KEYKeycorp | COM | 293,517 | $586.4 萬 | 0.5% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 53,685 | $581.0 萬 | 0.5% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 2,790 | $577.2 萬 | 0.5% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 102,288 | $539.2 萬 | 0.4% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 24,148 | $533.5 萬 | 0.4% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 14,199 | $528.3 萬 | 0.4% | – | – | 歷史 |
| NKENIKE, Inc. | Stock | 39,641 | $526.8 萬 | 0.4% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 23,381 | $524.1 萬 | 0.4% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 14,835 | $522.9 萬 | 0.4% | – | – | 歷史 |
| MMM3M Co | Stock | 27,135 | $522.8 萬 | 0.4% | – | – | 歷史 |
| MAMastercard Inc | Stock | 14,668 | $522.3 萬 | 0.4% | – | – | 歷史 |
| TGTTarget Corp | Stock | 26,275 | $520.4 萬 | 0.4% | – | – | 歷史 |
| STESTERIS plc | SHS USD | 26,460 | $504.0 萬 | 0.4% | – | – | 歷史 |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 65,410 | $499.5 萬 | 0.4% | – | – | 歷史 |
| PFEPfizer Inc | Stock | 125,747 | $455.6 萬 | 0.4% | – | – | 歷史 |
| BACBank of America Corp | Stock | 117,209 | $453.5 萬 | 0.4% | – | – | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 28,504 | $419.2 萬 | 0.3% | – | – | – |
| WFCWells Fargo & Company | Stock | 105,927 | $413.9 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Growth ETF464287309 | ETF | 62,678 | $408.1 萬 | 0.3% | – | – | – |
| BMYBristol Myers Squibb Co | Stock | 64,224 | $405.4 萬 | 0.3% | – | – | 歷史 |
| iShares S&P 500 Value ETF464287408 | ETF | 26,862 | $379.4 萬 | 0.3% | – | – | – |
| AMGNAmgen Inc | Stock | 14,903 | $370.8 萬 | 0.3% | – | – | 歷史 |
| CVXChevron Corp | Stock | 35,155 | $368.4 萬 | 0.3% | – | – | 歷史 |
| ORCLOracle Corp | Stock | 52,370 | $367.5 萬 | 0.3% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 22,344 | $357.4 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 57,639 | $349.8 萬 | 0.3% | – | – | – |
| TFSLTFS Financial CORP | COM | 171,710 | $349.8 萬 | 0.3% | – | – | 歷史 |
| SMGScotts Miracle-Gro Co | Stock | 14,154 | $346.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 19,433 | $343.8 萬 | 0.3% | – | – | – |
| HBANHuntington Bancshares Inc | COM | 214,541 | $337.3 萬 | 0.3% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,054 | $325.6 萬 | 0.3% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 55,452 | $322.5 萬 | 0.3% | – | – | 歷史 |
| HONHoneywell International Inc | COM | 14,835 | $322.0 萬 | 0.3% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 17,079 | $319.1 萬 | 0.3% | – | – | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 64,653 | $317.5 萬 | 0.3% | – | – | – |
| WMTWalmart Inc. | Stock | 23,140 | $314.3 萬 | 0.3% | – | – | 歷史 |
| TXNTexas Instruments Inc | Stock | 16,552 | $312.8 萬 | 0.3% | – | – | 歷史 |
| DHRDanaher Corp | Stock | 13,867 | $312.1 萬 | 0.3% | – | – | 歷史 |
| SHWSherwin Williams Co | COM | 4,057 | $299.4 萬 | 0.2% | – | – | 歷史 |
| ARK Innovation ETF00214Q104 | ETF | 24,323 | $291.8 萬 | 0.2% | – | – | – |
| NEENextera Energy Inc | Stock | 38,430 | $290.6 萬 | 0.2% | – | – | 歷史 |
| AMATApplied Materials Inc | Stock | 21,614 | $288.8 萬 | 0.2% | – | – | 歷史 |
| LOWLowes Companies Inc | Stock | 14,923 | $283.8 萬 | 0.2% | – | – | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 11,417 | $277.3 萬 | 0.2% | – | – | 歷史 |
| AXPAmerican Express Co | Stock | 19,366 | $273.9 萬 | 0.2% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 12,063 | $267.2 萬 | 0.2% | – | – | 歷史 |
| EMREmerson Electric Co | Stock | 28,944 | $261.1 萬 | 0.2% | – | – | 歷史 |
| PHParker-Hannifin Corp | Stock | 7,878 | $248.5 萬 | 0.2% | – | – | 歷史 |
| PPGPPG Industries Inc | Stock | 16,338 | $245.5 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 11,073 | $244.1 萬 | 0.2% | – | – | 歷史 |
| NVSNovartis AG | ADR | 28,199 | $241.0 萬 | 0.2% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,589 | $239.5 萬 | 0.2% | – | – | – |
| CLColgate Palmolive Co | Stock | 30,313 | $239.0 萬 | 0.2% | – | – | 歷史 |
| BNLBroadstone Net Lease, Inc. | COM | 129,720 | $237.4 萬 | 0.2% | – | – | 歷史 |
| NOCNorthrop Grumman Corp | Stock | 7,104 | $229.9 萬 | 0.2% | – | – | 歷史 |
| ETNEaton Corp plc | Stock | 16,453 | $227.5 萬 | 0.2% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 30,162 | $224.5 萬 | 0.2% | – | – | – |
| AMTAmerican Tower Corp | REIT | 9,381 | $224.3 萬 | 0.2% | – | – | 歷史 |
選擇權（1 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| AMDAdvanced Micro Devices Inc | Stock | – | $5.50 萬 |