Clearstead Advisors, LLC
CLEVELAND OH · SEC CIK 0000842775
$109.48亿2026Q1 申报市值
2,240持仓数
32.2%前十大占比 · 第一大 9.0%
156 / 158新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
PCAR 加仓+$5.62亿
VOO 加仓+$2.90亿
IDEV 加仓+$2.55亿
MSFT 加仓+$2.15亿
DIHP 新建仓+$1.78亿
2026Q1 卖出最多 按季末市值估算
QUAL 减仓-$3,592.22万
USHY 减仓-$2,130.84万
VONG 减仓-$1,726.35万
BKNG 减仓-$1,619.20万
HYLB 减仓-$1,618.94万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -4,200 | -100.0% | -$258.01万 | 清仓 |
| HAP | VANECK ETF TRUST | $0 | 0.00% | 0 | -40,732 | -100.0% | -$244.96万 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -34,684 | -100.0% | -$119.80万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,039 | -100.0% | -$92.65万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -5,741 | -100.0% | -$58.31万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -2,677 | -100.0% | -$57.08万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -6,218 | -100.0% | -$54.05万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,327 | -100.0% | -$41.28万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -8,228 | -100.0% | -$41.18万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -5,412 | -100.0% | -$40.83万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -39,300 | -100.0% | -$34.23万 | 清仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -8,293 | -100.0% | -$27.89万 | 清仓 |
| — | SPOTIFY USA INC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$25.54万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -8,052 | -100.0% | -$24.35万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -15,525 | -100.0% | -$23.82万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,224 | -100.0% | -$22.84万 | 清仓 |
| — | RGC RES INC | $0 | 0.00% | 0 | -10,304 | -100.0% | -$21.95万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTSX | WISDOMTREE TR | $0 | 0.00% | 0 | -3,714 | -100.0% | -$20.36万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXTI | AXT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WESTERN ASSET HIGH INCOM FD | $0 | 0.00% | 0 | -39,054 | -100.0% | -$16.25万 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -16,153 | -100.0% | -$16.01万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -3,440 | -100.0% | -$15.30万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGN | LEGENCE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAUR | LAUREATE EDUCATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STEP | STEPSTONE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNEX | STONEX GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFBC | PREFERRED BK LOS ANGELES CA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALLSPRING INCOME OPPORTUNIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPI | GROUP 1 AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -2,080 | -100.0% | -$8.91万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | -15,488 | -100.0% | -$8.38万 | 清仓 |
| CSV | CARRIAGE SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARG | CARGURUS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EGY | VAALCO ENERGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.77万 | 清仓 |
| ADEA | ADEIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NESR | NATIONAL ENERGY SERVICES REU | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NBN | NORTHEAST BK PORTLAND ME | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRAI | CRA INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEGN | LEGEND BIOTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -1,929 | -100.0% | -$7.34万 | 清仓 |
| CVCO | CAVCO INDS INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -998 | -100.0% | -$7.20万 | 清仓 |
| MEOH | METHANEX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CVSA | ADTALEM GLOBAL ED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWA | ISHARES INC | $0 | 0.00% | 0 | -2,520 | -100.0% | -$6.60万 | 清仓 |
| HNI | HNI CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -143 | -100.0% | -$6.38万 | 清仓 |
| FA | FIRST ADVANTAGE CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WKC | WORLD KINECT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KBR | KBR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SOBO | SOUTH BOW CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BHE | BENCHMARK ELECTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| URBN | URBAN OUTFITTERS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DAKT | DAKTRONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMCL | OMNICELL COM | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NIC | NICOLET BANKSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XENE | XENON PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DXPE | DXP ENTERPRISES INC | $0 | 0.00% | 0 | -492 | -100.0% | -$5.40万 | 清仓 |
| EVER | EVERQUOTE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESI | ELEMENT SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALDEYRA THERAPEUTICS INC | $0 | 0.00% | 0 | -10,007 | -100.0% | -$5.18万 | 清仓 |