13F 机构持仓

Clearstead Advisors, LLC

CLEVELAND OH · SEC CIK 0000842775

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$105.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.0%
PCAR 5.1%
MSFT 3.1%
AAPL 2.7%
IVV 2.6%
IDEV 2.3%
IWF 2.1%
VO 1.9%
AMZN 1.8%
DIHP 1.6%

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
RRC RANGE RES CORP $9,0510.00%200 -851-81.0% -$3.85万 减仓
OWL BLUE OWL CAPITAL INC $9,1300.00%1,000 -3,602-78.3% -$3.29万 减仓
SWKS SKYWORKS SOLUTIONS INC $9,1320.00%171 -465-73.1% -$2.48万 减仓
EVRG EVERGY INC $9,1760.00%112 -749-87.0% -$6.14万 减仓
GMAB GENMAB A/S $9,2030.00%343 -334-49.3% -$8,962 减仓
NWN NORTHWEST NAT HLDG CO $9,2080.00%173 -36-17.2% -$1,916 重新持有
IEZ ISHARES TR $9,2460.00%319 00.0% — 不变
ENSG ENSIGN GROUP INC $9,2690.00%46 -336-88.0% -$6.77万 减仓
LSTR LANDSTAR SYS INC $9,4590.00%59 -457-88.6% -$7.33万 减仓
NFLX NETFLIX INC. 看涨期权 $9,6150.00%100 100— $9,615 新建仓
GAP GAP INC $9,6560.00%399 -1,016-71.8% -$2.46万 减仓
POOL POOL CORP $9,7120.00%48 -74-60.7% -$1.50万 减仓
DNP DNP SELECT INCOME FD INC $9,7750.00%949 00.0% — 不变
FR FIRST INDL RLTY TR INC $9,8350.00%170 -1,246-88.0% -$7.21万 减仓
FAN FIRST TR EXCHANGE-TRADED FD $9,8960.00%400 00.0% — 不变
MARA MARA HOLDINGS INC $9,9070.00%1,214 -249-17.0% -$2,032 减仓
DEM WISDOMTREE TR $9,9380.00%200 00.0% — 不变
ON ON SEMICONDUCTOR CORP $9,9700.00%161 -952-85.5% -$5.90万 减仓
COHR COHERENT CORP $1.00万0.00%42 -2,995-98.6% -$71.35万 减仓
ROOT ROOT INC $1.00万0.00%227 00.0% — 不变
FIP FTAI INFRASTRUCTURE INC $1.00万0.00%2,030 98093.3% $4,842 加仓
JLL JONES LANG LASALLE INC $1.00万0.00%33 -868-96.3% -$26.42万 减仓
CRWV COREWEAVE INC $1.01万0.00%131 105403.8% $8,135 加仓
TKR TIMKEN CO $1.02万0.00%101 -203-66.8% -$2.04万 减仓
ELS EQUITY LIFESTYLE PROPERTIES $1.02万0.00%164 -728-81.6% -$4.54万 减仓
TIPX SPDR SERIES TRUST $1.02万0.00%534 534— $1.02万 新建仓
FSSL FS SPECIALTY LENDING FD $1.03万0.00%824 00.0% — 不变
MATX MATSON INC $1.03万0.00%63 -500-88.8% -$8.20万 减仓
VSTS VESTIS CORPORATION $1.04万0.00%1,320 -278-17.4% -$2,185 减仓
WFG WEST FRASER TIMBER LTD $1.04万0.00%159 00.0% — 不变
EHC ENCOMPASS HEALTH CORP $1.04万0.00%108 -815-88.3% -$7.88万 减仓
ELAN ELANCO ANIMAL HEALTH INC $1.05万0.00%437 -2,799-86.5% -$6.70万 减仓
— UDEMY INC $1.05万0.00%2,266 00.0% — 不变
LEVI LEVI STRAUSS & CO NEW $1.05万0.00%567 284100.4% $5,251 加仓
BMNR BITMINE IMMERSION TECNOLOGIE $1.05万0.00%532 277108.6% $5,480 加仓
CRK COMSTOCK RES INC $1.05万0.00%500 500— $1.05万 新建仓
SMMV ISHARES TR $1.06万0.00%242 00.0% — 不变
COLB COLUMBIA BKG SYS INC $1.06万0.00%385 -2,200-85.1% -$6.03万 减仓
QSR RESTAURANT BRANDS INTL INC $1.06万0.00%143 2016.3% $1,478 加仓
— ALZAMEND NEURO INC $1.06万0.00%10,000 00.0% — 不变
— VOLATILITY SHS TR $1.06万0.00%475 00.0% — 不变
CBRL CRACKER BARREL OLD CTRY STOR $1.06万0.00%378 00.0% — 不变
— SIGA TECHNOLOGIES INC $1.07万0.00%2,000 -8-0.4% -$43 减仓
SPTL SPDR SERIES TRUST $1.08万0.00%409 409— $1.08万 新建仓
ROIV ROIVANT SCIENCES LTD $1.08万0.00%390 -2,517-86.6% -$6.97万 减仓
GME GAMESTOP CORP $1.08万0.00%470 -1,077-69.6% -$2.48万 减仓
INFY INFOSYS LTD $1.09万0.00%810 00.0% — 不变
GIB CGI INC $1.10万0.00%151 00.0% — 不变
TECB ISHARES TR $1.11万0.00%200 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1.11万0.00%67 -458-87.2% -$7.61万 减仓
FNF FIDELITY NATL FINL INC $1.13万0.00%244 -976-80.0% -$4.53万 减仓
LZ LEGALZOOM COM INC $1.13万0.00%2,000 -6,213-75.6% -$3.52万 减仓
LCTU BLACKROCK ETF TRUST $1.14万0.00%162 00.0% — 不变
TDOC TELADOC HEALTH INC $1.14万0.00%2,090 00.0% — 不变
NXST NEXSTAR MEDIA GROUP INC $1.14万0.00%63 -85-57.4% -$1.54万 减仓
AWI ARMSTRONG WORLD INDS INC NEW $1.15万0.00%70 -79-53.0% -$1.30万 减仓
OSW ONESPAWORLD HOLDINGS LIMITED $1.16万0.00%504 504— $1.16万 新建仓
BBEU J P MORGAN EXCHANGE TRADED F $1.17万0.00%161 161— $1.17万 新建仓
— FLUX PWR HLDGS INC $1.18万0.00%11,000 00.0% — 不变
BAP CREDICORP LTD $1.19万0.00%35 00.0% — 不变
FTSL FIRST TR EXCHANGE-TRADED FD $1.20万0.00%268 268— $1.20万 新建仓
PEN PENUMBRA INC $1.22万0.00%37 -221-85.7% -$7.26万 减仓
APG API GROUP CORP $1.22万0.00%302 -1,418-82.4% -$5.75万 减仓
WPM WHEATON PRECIOUS METALS CORP $1.23万0.00%94 -3,399-97.3% -$44.34万 减仓
EXPD EXPEDITORS INTL WASH INC $1.23万0.00%86 -381-81.6% -$5.46万 减仓
DOCS DOXIMITY INC $1.23万0.00%530 -500-48.5% -$1.17万 减仓
RWO SPDR INDEX SHS FDS $1.24万0.00%270 208.0% $915 加仓
SBLK STAR BULK CARRIERS CORP. $1.25万0.00%545 24581.7% $5,628 加仓
— TEMPLETON EMERGING MKTS INCO $1.26万0.00%2,089 00.0% — 不变
— OCCIDENTAL PETE CORP $1.26万0.00%293 -2,588-89.8% -$11.10万 减仓
VPL VANGUARD INTL EQUITY INDEX F $1.26万0.00%129 00.0% — 不变
IWC ISHARES TR $1.26万0.00%79 00.0% — 不变
PLOW DOUGLAS DYNAMICS INC $1.26万0.00%300 00.0% — 不变
MKSI MKS INC. $1.26万0.00%55 -954-94.5% -$21.92万 减仓
DKS DICKS SPORTING GOODS INC $1.27万0.00%64 -179-73.7% -$3.55万 减仓
CIEN CIENA CORP $1.28万0.00%33 -477-93.5% -$18.52万 减仓
— ISABELLA BK CORP $1.28万0.00%281 00.0% — 不变
GOLF ACUSHNET HLDGS CORP $1.29万0.00%138 00.0% — 不变
SG SWEETGREEN INC $1.30万0.00%2,500 -344-12.1% -$1,785 减仓
ROL ROLLINS INC $1.30万0.00%243 -895-78.6% -$4.78万 减仓
EPAM EPAM SYS INC $1.31万0.00%97 -145-59.9% -$1.96万 减仓
KIM KIMCO REALTY CORP $1.31万0.00%585 -1,841-75.9% -$4.14万 减仓
APTV APTIV PLC $1.32万0.00%190 -544-74.1% -$3.78万 减仓
PAG PENSKE AUTOMOTIVE GRP INC $1.35万0.00%90 -74-45.1% -$1.11万 减仓
— SIMPLIFY EXCHANGE TRADED FUN $1.35万0.00%575 407.5% $942 加仓
EMLC VANECK ETF TRUST $1.36万0.00%540 404297.1% $1.01万 加仓
DCH DAUCH CORP $1.36万0.00%2,300 00.0% — 不变
PCN PIMCO CORPORATE & INCM STRG $1.37万0.00%1,155 00.0% — 不变
RYAN RYAN SPECIALTY HOLDINGS INC $1.38万0.00%409 -67-14.1% -$2,261 减仓
ROKU ROKU INC $1.38万0.00%146 -2,135-93.6% -$20.20万 减仓
CVNA CARVANA CO $1.38万0.00%44 -371-89.4% -$11.66万 减仓
RAL RALLIANT CORP $1.39万0.00%335 -185-35.6% -$7,697 减仓
— PUTNAM ETF TRUST $1.41万0.00%510 6013.3% $1,655 加仓
WSO WATSCO INC $1.42万0.00%39 -135-77.6% -$4.91万 减仓
PHG KONINKLIJKE PHILIPS N V $1.42万0.00%519 00.0% — 不变
BHP BHP BILLITON LIMITED 看涨期权 $1.45万0.00%200 200— $1.45万 新建仓
FLR FLUOR CORP $1.46万0.00%312 -64-17.0% -$2,985 减仓
TRU TRANSUNION $1.47万0.00%212 -803-79.1% -$5.56万 减仓
RMOP TIDAL TRUST III $1.47万0.00%591 00.0% — 不变
IAT ISHARES TR $1.48万0.00%275 00.0% — 不变