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 |
|---|---|---|---|---|---|---|---|---|
| R | RYDER SYS INC | $2.40万 | 0.00% | 117 | -143 | -55.0% | -$2.93万 | 减仓 |
| GLNG | GOLAR LNG LTD | $2.40万 | 0.00% | 443 | 443 | — | $2.40万 | 新建仓 |
| PKOH | PARK-OHIO HLDGS CORP | $2.40万 | 0.00% | 1,000 | -1 | -0.1% | -$24 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $2.42万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $2.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN SOLANA TR | $2.42万 | 0.00% | 1,699 | 1,699 | — | $2.42万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $2.43万 | 0.00% | 300 | 261 | 669.2% | $2.11万 | 重新持有 |
| ALC | ALCON AG | $2.43万 | 0.00% | 323 | -20 | -5.8% | -$1,507 | 减仓 |
| CASY | CASEYS GEN STORES INC | $2.47万 | 0.00% | 34 | -143 | -80.8% | -$10.41万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $2.50万 | 0.00% | 145 | -57 | -28.2% | -$9,816 | 减仓 |
| TQQQ | PROSHARES TR | $2.50万 | 0.00% | 600 | -3,720 | -86.1% | -$15.50万 | 减仓 |
| CNH | CNH INDL N V | $2.50万 | 0.00% | 2,275 | -2,870 | -55.8% | -$3.16万 | 减仓 |
| SMTH | ALPS ETF TR | $2.51万 | 0.00% | 976 | 976 | — | $2.51万 | 新建仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $2.52万 | 0.00% | 4,208 | 2,683 | 175.9% | $1.61万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $2.54万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $2.54万 | 0.00% | 161 | -164 | -50.5% | -$2.59万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $2.55万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.55万 | 0.00% | 583 | -616 | -51.4% | -$2.70万 | 减仓 |
| JACK | JACK IN THE BOX INC | $2.57万 | 0.00% | 2,653 | 2,653 | — | $2.57万 | 新建仓 |
| — | BNY MELLON ETF TRUST II | $2.57万 | 0.00% | 757 | 757 | — | $2.57万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $2.58万 | 0.00% | 665 | 505 | 315.6% | $1.96万 | 加仓 |
| PFFA | ETFIS SER TR I | $2.60万 | 0.00% | 1,275 | -115 | -8.3% | -$2,341 | 减仓 |
| VELO | VELO3D INC | $2.61万 | 0.00% | 2,777 | 2,777 | — | $2.61万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $2.65万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $2.66万 | 0.00% | 400 | 400 | — | $2.66万 | 新建仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2.66万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $2.66万 | 0.00% | 562 | -1,223 | -68.5% | -$5.80万 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $2.69万 | 0.00% | 1,053 | 0 | 0.0% | — | 不变 |
| — | NANO X IMAGING LTD | $2.70万 | 0.00% | 11,900 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $2.71万 | 0.00% | 50 | -30 | -37.5% | -$1.62万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $2.71万 | 0.00% | 1,307 | -1,023 | -43.9% | -$2.12万 | 减仓 |
| CCI | CROWN CASTLE INC | $2.75万 | 0.00% | 338 | -1,217 | -78.3% | -$9.90万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.76万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $2.77万 | 0.00% | 6,548 | 6,548 | — | $2.77万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $2.78万 | 0.00% | 1,338 | -985 | -42.4% | -$2.04万 | 减仓 |
| CHWY | CHEWY INC | $2.81万 | 0.00% | 1,040 | -971 | -48.3% | -$2.62万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $2.81万 | 0.00% | 2,616 | -352 | -11.9% | -$3,780 | 减仓 |
| — | ABERDEEN INDIA FD INC | $2.82万 | 0.00% | 2,487 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $2.84万 | 0.00% | 609 | -101 | -14.2% | -$4,715 | 减仓 |
| — | DBX ETF TR | $2.85万 | 0.00% | 850 | -167 | -16.4% | -$5,607 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $2.89万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $2.90万 | 0.00% | 852 | 147 | 20.9% | $5,001 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $2.93万 | 0.00% | 200 | -100 | -33.3% | -$1.46万 | 减仓 |
| — | KRANESHARES TRUST | $2.94万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| BKDV | BNY MELLON ETF TRUST II | $2.95万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| FPE | FIRST TR EXCH TRADED FD III | $2.96万 | 0.00% | 1,667 | 1,667 | — | $2.96万 | 新建仓 |
| HY | HYSTER-YALE INC | $3.00万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| SRAD | SPORTRADAR GROUP AG | $3.01万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| MYE | MYERS INDS INC | $3.02万 | 0.00% | 1,426 | -2,012 | -58.5% | -$4.26万 | 减仓 |
| USIG | ISHARES TR | $3.02万 | 0.00% | 590 | -2,129 | -78.3% | -$10.91万 | 减仓 |
| HAYW | HAYWARD HLDGS INC | $3.03万 | 0.00% | 2,264 | -825 | -26.7% | -$1.10万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $3.05万 | 0.00% | 521 | 7 | 1.4% | $410 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $3.08万 | 0.00% | 401 | 274 | 215.7% | $2.10万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $3.11万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $3.12万 | 0.00% | 377 | -34 | -8.3% | -$2,816 | 减仓 |
| KAT | ADVISORS SER TR | $3.12万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $3.19万 | 0.00% | 2,349 | -90 | -3.7% | -$1,220 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $3.22万 | 0.00% | 90 | -92 | -50.5% | -$3.29万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $3.23万 | 0.00% | 2,543 | 39 | 1.6% | $495 | 加仓 |
| REG | REGENCY CTRS CORP | $3.28万 | 0.00% | 434 | -343 | -44.1% | -$2.60万 | 减仓 |
| EG | EVEREST GROUP LTD | $3.30万 | 0.00% | 101 | -1,025 | -91.0% | -$33.50万 | 减仓 |
| RBA | RB GLOBAL INC | $3.34万 | 0.00% | 348 | -724 | -67.5% | -$6.94万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $3.36万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| IHI | ISHARES TR | $3.38万 | 0.00% | 633 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $3.38万 | 0.00% | 92 | -5 | -5.2% | -$1,837 | 减仓 |
| PTC | PTC INC | $3.42万 | 0.00% | 240 | -168 | -41.2% | -$2.39万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $3.43万 | 0.00% | 1,727 | 780 | 82.4% | $1.55万 | 加仓 |
| NRG | NRG ENERGY INC | $3.46万 | 0.00% | 237 | -419 | -63.9% | -$6.12万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $3.48万 | 0.00% | 762 | -22 | -2.8% | -$1,004 | 重新持有 |
| VICI | VICI PPTYS INC | $3.49万 | 0.00% | 1,278 | 531 | 71.1% | $1.45万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $3.50万 | 0.00% | 2,110 | 42 | 2.0% | $698 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $3.53万 | 0.00% | 487 | -2,300 | -82.5% | -$16.69万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $3.54万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $3.54万 | 0.00% | 204 | -1,318 | -86.6% | -$22.85万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $3.56万 | 0.00% | 395 | -864 | -68.6% | -$7.79万 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $3.59万 | 0.00% | 1,598 | -165 | -9.4% | -$3,706 | 减仓 |
| EXI | ISHARES TR | $3.62万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.64万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $3.64万 | 0.00% | 530 | -48 | -8.3% | -$3,300 | 减仓 |
| BHP | BHP BILLITON LIMITED | $3.65万 | 0.00% | 502 | 118 | 30.7% | $8,583 | 加仓 |
| GDXJ | VANECK ETF TRUST | $3.68万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| GGG | GRACO INC | $3.73万 | 0.00% | 441 | -989 | -69.2% | -$8.37万 | 减仓 |
| TILE | INTERFACE INC | $3.74万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $3.76万 | 0.00% | 631 | 631 | — | $3.76万 | 新建仓 |
| JBL | JABIL INC | $3.78万 | 0.00% | 142 | -245 | -63.3% | -$6.51万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $3.79万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $3.84万 | 0.00% | 116 | -31 | -21.1% | -$1.03万 | 减仓 |
| RMD | RESMED INC | $3.84万 | 0.00% | 171 | -1,642 | -90.6% | -$36.86万 | 减仓 |
| UPST | UPSTART HLDGS INC | $3.85万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $3.85万 | 0.00% | 758 | 40 | 5.6% | $2,032 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $3.85万 | 0.00% | 205 | -2,094 | -91.1% | -$39.37万 | 减仓 |
| NUSC | NUSHARES ETF TR | $3.86万 | 0.00% | 856 | 0 | 0.0% | — | 不变 |
| WTRG | ESSENTIAL UTILS INC | $3.93万 | 0.00% | 975 | -1,018 | -51.1% | -$4.10万 | 减仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $3.95万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CHAT | TIDAL TRUST II | $3.96万 | 0.00% | 640 | 85 | 15.3% | $5,257 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.98万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $4.05万 | 0.00% | 476 | -623 | -56.7% | -$5.30万 | 减仓 |
| UL | UNILEVER PLC | $4.06万 | 0.00% | 713 | 433 | 154.6% | $2.47万 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $4.09万 | 0.00% | 4,917 | 0 | 0.0% | — | 不变 |
| GBDC | GOLUB CAP BDC INC | $4.11万 | 0.00% | 3,243 | -2,690 | -45.3% | -$3.41万 | 减仓 |