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 |
|---|---|---|---|---|---|---|---|---|
| PRIM | PRIMORIS SVCS CORP | $1.48万 | 0.00% | 104 | -2,338 | -95.7% | -$33.32万 | 减仓 |
| FLNG | FLEX LNG LTD | $1.49万 | 0.00% | 500 | 500 | — | $1.49万 | 新建仓 |
| — | CHART INDS INC | $1.49万 | 0.00% | 72 | -240 | -76.9% | -$4.96万 | 减仓 |
| CLH | CLEAN HARBORS INC | $1.49万 | 0.00% | 52 | -202 | -79.5% | -$5.79万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $1.49万 | 0.00% | 150 | -32 | -17.6% | -$3,181 | 减仓 |
| HRL | HORMEL FOODS CORP | $1.49万 | 0.00% | 659 | -966 | -59.4% | -$2.19万 | 减仓 |
| — | HOLOGIC INC | $1.50万 | 0.00% | 198 | -2,020 | -91.1% | -$15.27万 | 减仓 |
| SONO | SONOS INC | $1.50万 | 0.00% | 1,120 | -13 | -1.1% | -$174 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $1.50万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $1.52万 | 0.00% | 353 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $1.52万 | 0.00% | 45 | -95 | -67.9% | -$3.22万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $1.53万 | 0.00% | 456 | 236 | 107.3% | $7,923 | 加仓 |
| MRP | MILLROSE PPTYS INC | $1.55万 | 0.00% | 552 | 426 | 338.1% | $1.19万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.55万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| REAL | THE REALREAL INC | $1.57万 | 0.00% | 1,730 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $1.57万 | 0.00% | 242 | -153 | -38.7% | -$9,936 | 减仓 |
| LMND | LEMONADE INC | $1.57万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| — | UPEXI INC | $1.58万 | 0.00% | 16,000 | 0 | 0.0% | — | 不变 |
| CWST | CASELLA WASTE SYS INC | $1.59万 | 0.00% | 200 | -1,908 | -90.5% | -$15.14万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $1.59万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| PAPR | INNOVATOR ETFS TRUST | $1.63万 | 0.00% | 409 | -2,240 | -84.6% | -$8.92万 | 减仓 |
| — | TELOMIR PHARMACEUTICALS INC | $1.63万 | 0.00% | 12,530 | 0 | 0.0% | — | 不变 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.63万 | 0.00% | 109 | -216 | -66.5% | -$3.23万 | 减仓 |
| IYT | ISHARES TR | $1.64万 | 0.00% | 220 | 1 | 0.5% | $75 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.66万 | 0.00% | 174 | -4 | -2.2% | -$382 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $1.66万 | 0.00% | 1,000 | -1 | -0.1% | -$17 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1.66万 | 0.00% | 213 | -2,376 | -91.8% | -$18.54万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $1.66万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |
| — | GALECTIN THERAPEUTICS INC | $1.67万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $1.68万 | 0.00% | 97 | -253 | -72.3% | -$4.37万 | 减仓 |
| AI | C3 AI INC | $1.70万 | 0.00% | 2,015 | -140 | -6.5% | -$1,179 | 减仓 |
| PRK | PARK NATL CORP | $1.72万 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| PHO | INVESCO EXCHANGE TRADED FD T | $1.72万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| BITQ | BITWISE FUNDS TRUST | $1.73万 | 0.00% | 915 | 430 | 88.7% | $8,110 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $1.74万 | 0.00% | 100 | 100 | — | $1.74万 | 新建仓 |
| — | HAMILTON BEACH BRANDS HLDG C | $1.75万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1.76万 | 0.00% | 238 | -914 | -79.3% | -$6.76万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.76万 | 0.00% | 256 | 256 | — | $1.76万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1.77万 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $1.77万 | 0.00% | 1,349 | -799 | -37.2% | -$1.05万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $1.77万 | 0.00% | 1,200 | 1,200 | — | $1.77万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.78万 | 0.00% | 1,200 | 1,200 | — | $1.78万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $1.78万 | 0.00% | 166 | 20 | 13.7% | $2,146 | 加仓 |
| ONIT | ONITY GROUP INC | $1.78万 | 0.00% | 454 | 0 | 0.0% | — | 不变 |
| JMBS | JANUS DETROIT STR TR | $1.80万 | 0.00% | 398 | 398 | — | $1.80万 | 新建仓 |
| DDOG | DATADOG INC | $1.81万 | 0.00% | 153 | -1,293 | -89.4% | -$15.26万 | 减仓 |
| ETR | ENTERGY CORP NEW | $1.82万 | 0.00% | 162 | -1,208 | -88.2% | -$13.57万 | 减仓 |
| — | PALLADYNE AI CORP | $1.82万 | 0.00% | 3,000 | 3,000 | — | $1.82万 | 新建仓 |
| NVT | NVENT ELEC PLC | $1.83万 | 0.00% | 155 | -623 | -80.1% | -$7.37万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.84万 | 0.00% | 105 | -3 | -2.8% | -$526 | 减仓 |
| AGNC | AGNC INVT CORP | $1.85万 | 0.00% | 1,841 | 1,049 | 132.4% | $1.05万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $1.86万 | 0.00% | 1,000 | 1,000 | — | $1.86万 | 新建仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1.89万 | 0.00% | 762 | 762 | — | $1.89万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $1.93万 | 0.00% | 95 | 1 | 1.1% | $203 | 加仓 |
| STXF | EA SERIES TRUST | $1.94万 | 0.00% | 462 | 2 | 0.4% | $84 | 加仓 |
| — | TECHTARGET INC | $1.94万 | 0.00% | 5,005 | 5,002 | 166,733.3% | $1.94万 | 加仓 |
| RCAT | RED CAT HLDGS INC | $1.96万 | 0.00% | 1,500 | 1,500 | — | $1.96万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $1.99万 | 0.00% | 1,133 | -197 | -14.8% | -$3,463 | 减仓 |
| BIDU | BAIDU INC | $2.02万 | 0.00% | 181 | -2 | -1.1% | -$223 | 减仓 |
| BRW | SABA CAPITAL INCOME & OPRNT | $2.02万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| AGI | ALAMOS GOLD INC | $2.02万 | 0.00% | 456 | -195 | -30.0% | -$8,659 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $2.03万 | 0.00% | 3,987 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD INC | $2.04万 | 0.00% | 80 | -320 | -80.0% | -$8.14万 | 减仓 |
| TFII | TRANSFORCE INC | $2.05万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $2.07万 | 0.00% | 1,094 | -27 | -2.4% | -$510 | 减仓 |
| SNA | SNAP ON INC | $2.07万 | 0.00% | 57 | -150 | -72.5% | -$5.45万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $2.07万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $2.10万 | 0.00% | 719 | -118 | -14.1% | -$3,443 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2.11万 | 0.00% | 200 | -22 | -9.9% | -$2,319 | 减仓 |
| GNTX | GENTEX CORP | $2.11万 | 0.00% | 965 | -1,514 | -61.1% | -$3.31万 | 减仓 |
| TIC | TIC SOLUTIONS INC | $2.12万 | 0.00% | 3,226 | 0 | 0.0% | — | 不变 |
| KGS | KODIAK GAS SVCS INC | $2.14万 | 0.00% | 367 | 231 | 169.9% | $1.35万 | 加仓 |
| PNR | PENTAIR PLC | $2.14万 | 0.00% | 246 | -412 | -62.6% | -$3.59万 | 减仓 |
| SVM | SILVERCORP METALS INC | $2.15万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| UPBD | UPBOUND GROUP INC | $2.17万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | GRAYSCALE COINDESK CRYPTO | $2.17万 | 0.00% | 695 | 0 | 0.0% | — | 不变 |
| WTV | WISDOMTREE TR | $2.17万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2.19万 | 0.00% | 294 | 294 | — | $2.19万 | 新建仓 |
| AOS | SMITH A O CORP | $2.20万 | 0.00% | 333 | -501 | -60.1% | -$3.30万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $2.22万 | 0.00% | 390 | -2,087 | -84.3% | -$11.90万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.23万 | 0.00% | 1,000 | -17 | -1.7% | -$378 | 减仓 |
| BAX | BAXTER INTL INC | $2.24万 | 0.00% | 1,333 | -4,847 | -78.4% | -$8.14万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2.24万 | 0.00% | 138 | -343 | -71.3% | -$5.57万 | 减仓 |
| URTH | ISHARES INC | $2.25万 | 0.00% | 125 | -137 | -52.3% | -$2.47万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $2.25万 | 0.00% | 1,470 | 205 | 16.2% | $3,145 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $2.26万 | 0.00% | 331 | -1,456 | -81.5% | -$9.95万 | 减仓 |
| NTR | NUTRIEN LTD | $2.27万 | 0.00% | 301 | 201 | 201.0% | $1.52万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.28万 | 0.00% | 487 | -3,972 | -89.1% | -$18.63万 | 减仓 |
| ZD | ZIFF DAVIS INC | $2.31万 | 0.00% | 550 | -4 | -0.7% | -$168 | 减仓 |
| FXI | ISHARES TR | $2.31万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $2.31万 | 0.00% | 227 | 95 | 72.0% | $9,685 | 加仓 |
| CTRE | CARETRUST REIT INC | $2.32万 | 0.00% | 634 | 438 | 223.5% | $1.60万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.32万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $2.33万 | 0.00% | 111 | -634 | -85.1% | -$13.30万 | 减仓 |
| APPF | APPFOLIO INC | $2.34万 | 0.00% | 148 | 34 | 29.8% | $5,366 | 加仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $2.37万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON & CO INC | $2.38万 | 0.00% | 636 | 472 | 287.8% | $1.77万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $2.39万 | 0.00% | 254 | -334 | -56.8% | -$3.14万 | 减仓 |
| RIO | RIO TINTO PLC | $2.39万 | 0.00% | 256 | 0 | 0.0% | — | 不变 |
| — | CLEARWAY ENERGY INC | $2.39万 | 0.00% | 610 | -48 | -7.3% | -$1,881 | 减仓 |