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 |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR II | $3,062 | 0.00% | 150 | 150 | — | $3,062 | 新建仓 |
| AM | ANTERO MIDSTREAM CORP | $3,101 | 0.00% | 136 | -915 | -87.1% | -$2.09万 | 减仓 |
| OGE | OGE ENERGY CORP | $3,118 | 0.00% | 65 | -816 | -92.6% | -$3.91万 | 减仓 |
| PFXF | VANECK ETF TRUST | $3,133 | 0.00% | 179 | 2 | 1.1% | $35 | 加仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $3,144 | 0.00% | 630 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $3,158 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $3,183 | 0.00% | 480 | -9,563 | -95.2% | -$6.34万 | 减仓 |
| — | TPG MTG INVTS TR INC | $3,217 | 0.00% | 440 | 87 | 24.6% | $636 | 加仓 |
| — | CARNIVAL PLC | $3,222 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $3,223 | 0.00% | 205 | -1,527 | -88.2% | -$2.40万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $3,255 | 0.00% | 77 | -3,024 | -97.5% | -$12.78万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $3,285 | 0.00% | 30 | -3,443 | -99.1% | -$37.70万 | 减仓 |
| FLS | FLOWSERVE CORP | $3,308 | 0.00% | 45 | -664 | -93.7% | -$4.88万 | 减仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3,332 | 0.00% | 15 | -221 | -93.6% | -$4.91万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $3,340 | 0.00% | 58 | -613 | -91.4% | -$3.53万 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $3,340 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC | $3,374 | 0.00% | 65 | -448 | -87.3% | -$2.33万 | 减仓 |
| NWSA | NEWS CORP NEW | $3,391 | 0.00% | 136 | -947 | -87.4% | -$2.36万 | 减仓 |
| UVE | UNIVERSAL INS HLDGS INC | $3,416 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $3,468 | 0.00% | 136 | -771 | -85.0% | -$1.97万 | 减仓 |
| KDK | KODIAK AI INC. | $3,470 | 0.00% | 500 | 500 | — | $3,470 | 新建仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $3,473 | 0.00% | 239 | -23 | -8.8% | -$334 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $3,476 | 0.00% | 163 | -7,290 | -97.8% | -$15.55万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $3,528 | 0.00% | 155 | -1,685 | -91.6% | -$3.84万 | 减仓 |
| OVV | OVINTIV INC | $3,562 | 0.00% | 60 | -1,031 | -94.5% | -$6.12万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $3,568 | 0.00% | 75 | -802 | -91.4% | -$3.82万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $3,628 | 0.00% | 36 | 21 | 140.0% | $2,116 | 加仓 |
| FN | FABRINET | $3,651 | 0.00% | 7 | -524 | -98.7% | -$27.33万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,675 | 0.00% | 15 | -1,880 | -99.2% | -$46.06万 | 减仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $3,712 | 0.00% | 9,766 | 0 | 0.0% | — | 不变 |
| HLMN | HILLMAN SOLUTIONS CORP | $3,736 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| SMR | NUSCALE PWR CORP | $3,794 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $3,795 | 0.00% | 22 | 12 | 120.0% | $2,070 | 加仓 |
| REPL | REPLIMUNE GROUP INC | $3,825 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BJ | BJS WHSL CLUB HLDGS INC | $3,937 | 0.00% | 40 | -470 | -92.2% | -$4.63万 | 减仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $3,975 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $3,979 | 0.00% | 238 | -133 | -35.8% | -$2,224 | 减仓 |
| CSL | CARLISLE COS INC | $4,004 | 0.00% | 12 | -171 | -93.4% | -$5.71万 | 减仓 |
| GEN | GEN DIGITAL INC | $4,011 | 0.00% | 213 | -2,050 | -90.6% | -$3.86万 | 减仓 |
| — | WEBSTER FINL CORP | $4,027 | 0.00% | 58 | -594 | -91.1% | -$4.12万 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,029 | 0.00% | 687 | -1,430 | -67.5% | -$8,386 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $4,073 | 0.00% | 10 | -241 | -96.0% | -$9.82万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $4,082 | 0.00% | 44 | -1,899 | -97.7% | -$17.62万 | 减仓 |
| INVH | INVITATION HOMES INC | $4,101 | 0.00% | 165 | -2,290 | -93.3% | -$5.69万 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $4,127 | 0.00% | 31 | -282 | -90.1% | -$3.75万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD | $4,162 | 0.00% | 14 | -162 | -92.0% | -$4.82万 | 减仓 |
| EFG | ISHARES TR | $4,233 | 0.00% | 38 | 38 | — | $4,233 | 新建仓 |
| TDUP | THREDUP INC | $4,264 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| — | PUTNAM ETF TRUST | $4,277 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO | $4,369 | 0.00% | 51 | -536 | -91.3% | -$4.59万 | 减仓 |
| SPYI | NEOS ETF TRUST | $4,394 | 0.00% | 89 | 4 | 4.7% | $197 | 加仓 |
| CELH | CELSIUS HLDGS INC | $4,400 | 0.00% | 124 | -598 | -82.8% | -$2.12万 | 减仓 |
| GNL | GLOBAL NET LEASE INC | $4,400 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| TRMD | TORM PLC | $4,464 | 0.00% | 160 | -170 | -51.5% | -$4,743 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $4,512 | 0.00% | 63 | 27 | 75.0% | $1,934 | 加仓 |
| CHE | CHEMED CORP NEW | $4,533 | 0.00% | 12 | -75 | -86.2% | -$2.83万 | 减仓 |
| FOXA | FOX CORP | $4,614 | 0.00% | 79 | -546 | -87.4% | -$3.19万 | 减仓 |
| DT | DYNATRACE INC | $4,623 | 0.00% | 125 | -5,428 | -97.7% | -$20.07万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $4,626 | 0.00% | 552 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC | $4,635 | 0.00% | 95 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $4,690 | 0.00% | 69 | -870 | -92.7% | -$5.91万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $4,705 | 0.00% | 443 | 293 | 195.3% | $3,112 | 加仓 |
| IRMD | IRADIMED CORP | $4,717 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $4,777 | 0.00% | 441 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD | $4,810 | 0.00% | 198 | -1,657 | -89.3% | -$4.03万 | 减仓 |
| MP | MP MATERIALS CORP 看涨期权 | $4,826 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RITM | RITHM CAPITAL CORP | $4,835 | 0.00% | 510 | -87 | -14.6% | -$825 | 减仓 |
| — | THEMES ETF TR | $4,841 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HLDGS INC | $4,855 | 0.00% | 64 | -342 | -84.2% | -$2.59万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $4,855 | 0.00% | 144 | -70 | -32.7% | -$2,360 | 减仓 |
| TREX | TREX INC | $4,881 | 0.00% | 134 | -572 | -81.0% | -$2.08万 | 减仓 |
| ATI | ATI INC | $4,946 | 0.00% | 34 | -564 | -94.3% | -$8.20万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $4,946 | 0.00% | 301 | -1,646 | -84.5% | -$2.70万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $5,025 | 0.00% | 275 | 55 | 25.0% | $1,005 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $5,028 | 0.00% | 85 | -820 | -90.6% | -$4.85万 | 减仓 |
| TWLO | TWILIO INC | $5,033 | 0.00% | 40 | -478 | -92.3% | -$6.01万 | 减仓 |
| ARKG | ARK ETF TR | $5,047 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $5,086 | 0.00% | 35 | -309 | -89.8% | -$4.49万 | 减仓 |
| XSOE | WISDOMTREE TR | $5,093 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| DBC | INVESCO DB COMMDY INDX TRCK | $5,125 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $5,128 | 0.00% | 129 | 129 | — | $5,128 | 新建仓 |
| INGR | INGREDION INC | $5,183 | 0.00% | 46 | -898 | -95.1% | -$10.12万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $5,211 | 0.00% | 121 | -538 | -81.6% | -$2.32万 | 减仓 |
| LCID | LUCID GROUP INC | $5,223 | 0.00% | 548 | -756 | -58.0% | -$7,205 | 减仓 |
| FRO | FRONTLINE PLC | $5,334 | 0.00% | 153 | -107 | -41.2% | -$3,730 | 减仓 |
| XHR | XENIA HOTELS & RESORTS INC | $5,360 | 0.00% | 361 | -2 | -0.6% | -$30 | 减仓 |
| WWD | WOODWARD INC | $5,369 | 0.00% | 15 | -238 | -94.1% | -$8.52万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $5,380 | 0.00% | 135 | -1,192 | -89.8% | -$4.75万 | 减仓 |
| RBC | RBC BEARINGS INC | $5,432 | 0.00% | 10 | -126 | -92.6% | -$6.84万 | 减仓 |
| MRNA | MODERNA INC | $5,538 | 0.00% | 109 | -32 | -22.7% | -$1,626 | 减仓 |
| COPX | GLOBAL X FDS | $5,574 | 0.00% | 73 | 73 | — | $5,574 | 新建仓 |
| ICVT | ISHARES TR | $5,599 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| THRY | THRYV HLDGS INC | $5,623 | 0.00% | 2,052 | 1,758 | 598.0% | $4,817 | 重新持有 |
| — | AVALONBAY CMNTYS INC | $5,718 | 0.00% | 35 | -359 | -91.1% | -$5.87万 | 减仓 |
| HQY | HEALTHEQUITY INC | $5,850 | 0.00% | 70 | -2,540 | -97.3% | -$21.23万 | 减仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $5,869 | 0.00% | 275 | -1,430 | -83.9% | -$3.05万 | 减仓 |
| — | ACV AUCTIONS INC | $5,936 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| FLEX | FLEXTRONICS INTL LTD | $5,957 | 0.00% | 91 | -1,198 | -92.9% | -$7.84万 | 减仓 |
| ECHO | ECHOSTAR CORP | $5,971 | 0.00% | 51 | -419 | -89.1% | -$4.91万 | 减仓 |
| ORC | ORCHID IS CAP INC | $5,976 | 0.00% | 850 | 849 | 84,900.0% | $5,969 | 重新持有 |