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 |
|---|---|---|---|---|---|---|---|---|
| BBHL | BBH TR | $11.28万 | 0.00% | 7,507 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $11.35万 | 0.00% | 90 | -183 | -67.0% | -$23.08万 | 减仓 |
| EOG | EOG RES INC | $11.36万 | 0.00% | 786 | -3,209 | -80.3% | -$46.38万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $11.43万 | 0.00% | 4,485 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $11.46万 | 0.00% | 411 | 408 | 13,600.0% | $11.37万 | 加仓 |
| WDAY | WORKDAY INC | $11.48万 | 0.00% | 884 | -623 | -41.3% | -$8.09万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $11.64万 | 0.00% | 624 | -535 | -46.2% | -$9.98万 | 减仓 |
| FNV | FRANCO NEV CORP | $11.65万 | 0.00% | 472 | 1 | 0.2% | $247 | 加仓 |
| REGL | PROSHARES TR | $11.67万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $11.70万 | 0.00% | 4,074 | 16 | 0.4% | $459 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $11.73万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $11.74万 | 0.00% | 26,495 | 13,840 | 109.4% | $6.13万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $11.76万 | 0.00% | 10,952 | -575 | -5.0% | -$6,175 | 减仓 |
| RGEN | REPLIGEN CORP | $11.78万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP | $11.83万 | 0.00% | 1,859 | -971 | -34.3% | -$6.18万 | 减仓 |
| LEN | LENNAR CORP | $12.05万 | 0.00% | 1,388 | 496 | 55.6% | $4.31万 | 加仓 |
| DTH | WISDOMTREE TR | $12.17万 | 0.00% | 2,250 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $12.18万 | 0.00% | 1,698 | -861 | -33.6% | -$6.18万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $12.22万 | 0.00% | 911 | 4 | 0.4% | $537 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $12.23万 | 0.00% | 7,061 | -275 | -3.7% | -$4,763 | 减仓 |
| FICO | FAIR ISAAC CORP | $12.28万 | 0.00% | 115 | -12 | -9.4% | -$1.28万 | 减仓 |
| WSFS | WSFS FINL CORP | $12.40万 | 0.00% | 1,894 | 1,113 | 142.5% | $7.29万 | 加仓 |
| IFRA | ISHARES TR | $12.45万 | 0.00% | 2,177 | -402 | -15.6% | -$2.30万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $12.48万 | 0.00% | 34,375 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $12.54万 | 0.00% | 1,478 | 1,478 | — | $12.54万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $12.59万 | 0.00% | 680 | 420 | 161.5% | $7.77万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $12.62万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $12.64万 | 0.00% | 3,929 | 3,925 | 98,125.0% | $12.63万 | 加仓 |
| DHS | WISDOMTREE TR | $12.66万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $12.79万 | 0.00% | 16,956 | -946 | -5.3% | -$7,133 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $12.79万 | 0.00% | 5,019 | 1,758 | 53.9% | $4.48万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $12.96万 | 0.00% | 18,653 | 18,653 | — | $12.96万 | 新建仓 |
| ADSK | AUTODESK INC | $12.98万 | 0.00% | 542 | -2,159 | -79.9% | -$51.69万 | 减仓 |
| WEX | WEX INC | $12.99万 | 0.00% | 849 | 399 | 88.7% | $6.11万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.02万 | 0.00% | 17,880 | 17,880 | — | $13.02万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $13.09万 | 0.00% | 1,336 | 4 | 0.3% | $392 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $13.14万 | 0.00% | 19,179 | 18,000 | 1,526.7% | $12.33万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $13.15万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $13.21万 | 0.00% | 4,745 | -7,640 | -61.7% | -$21.28万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $13.25万 | 0.00% | 876 | -554 | -38.7% | -$8.38万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $13.28万 | 0.00% | 500 | -169 | -25.3% | -$4.49万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $13.38万 | 0.00% | 21,130 | 3,343 | 18.8% | $2.12万 | 加仓 |
| FE | FIRSTENERGY CORP | $13.46万 | 0.00% | 2,656 | -1,941 | -42.2% | -$9.83万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $13.52万 | 0.00% | 1,437 | 132 | 10.1% | $1.24万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $13.74万 | 0.00% | 4,098 | 2,208 | 116.8% | $7.41万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $13.80万 | 0.00% | 3,607 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $13.86万 | 0.00% | 1,632 | 1,249 | 326.1% | $10.60万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $14.03万 | 0.00% | 2,063 | -922 | -30.9% | -$6.27万 | 减仓 |
| BTZ | BLACKROCK CR ALLOCATION | $14.06万 | 0.00% | 13,919 | 196 | 1.4% | $1,980 | 加仓 |
| IYK | ISHARES TR | $14.07万 | 0.00% | 2,010 | 10 | 0.5% | $700 | 加仓 |
| CALY | CALLAWAY GOLF CO | $14.13万 | 0.00% | 10,181 | -2,975 | -22.6% | -$4.13万 | 减仓 |
| SPSB | SPDR SERIES TRUST | $14.16万 | 0.00% | 4,710 | 2,235 | 90.3% | $6.72万 | 加仓 |
| ADT | ADT INC DEL | $14.20万 | 0.00% | 21,607 | -18,184 | -45.7% | -$11.95万 | 减仓 |
| NOV | NOV INC | $14.21万 | 0.00% | 7,553 | 6,363 | 534.7% | $11.97万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $14.22万 | 0.00% | 235 | 56 | 31.3% | $3.39万 | 加仓 |
| UAA | UNDER ARMOUR INC | $14.22万 | 0.00% | 24,064 | 23,502 | 4,181.9% | $13.89万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $14.22万 | 0.00% | 770 | 275 | 55.6% | $5.08万 | 加仓 |
| — | SILVERCREST ASSET MGMT GROUP | $14.27万 | 0.00% | 10,615 | -13,376 | -55.8% | -$17.98万 | 减仓 |
| IXC | ISHARES TR | $14.28万 | 0.00% | 2,479 | 1,751 | 240.5% | $10.09万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $14.31万 | 0.00% | 1,291 | 145 | 12.7% | $1.61万 | 加仓 |
| KE | KIMBALL ELECTRONICS INC | $14.41万 | 0.00% | 6,081 | 6,078 | 202,600.0% | $14.40万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $14.44万 | 0.00% | 1,251 | -252 | -16.8% | -$2.91万 | 减仓 |
| IWY | ISHARES TR | $14.48万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| — | NN INC | $14.50万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| FESM | FIDELITY COVINGTON TRUST | $14.56万 | 0.00% | 3,831 | 0 | 0.0% | — | 不变 |
| AEF | ABRDN EMERGING MARKETS EX CH | $14.58万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $14.69万 | 0.00% | 5,000 | 720 | 16.8% | $2.11万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $14.69万 | 0.00% | 14,778 | -2,062 | -12.2% | -$2.05万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $14.72万 | 0.00% | 2,278 | -1,476 | -39.3% | -$9.54万 | 减仓 |
| EUSA | ISHARES INC | $14.74万 | 0.00% | 1,448 | 0 | 0.0% | — | 不变 |
| — | OPTICAL CABLE CORP | $14.77万 | 0.00% | 17,898 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $14.99万 | 0.00% | 694 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES TR | $14.99万 | 0.00% | 1,596 | -371 | -18.9% | -$3.48万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $15.20万 | 0.00% | 22,122 | 4,517 | 25.7% | $3.10万 | 加仓 |
| IUSV | ISHARES TR | $15.24万 | 0.00% | 1,490 | 0 | 0.0% | — | 不变 |
| FBK | FB FINL CORP | $15.25万 | 0.00% | 2,936 | 2,757 | 1,540.2% | $14.32万 | 重新持有 |
| BEPC | BROOKFIELD RENEWABLE CORP | $15.25万 | 0.00% | 3,830 | 1,525 | 66.2% | $6.07万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $15.31万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $15.45万 | 0.00% | 1,614 | 115 | 7.7% | $1.10万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $15.45万 | 0.00% | 3,053 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $15.47万 | 0.00% | 1,869 | -559 | -23.0% | -$4.63万 | 减仓 |
| CART | MAPLEBEAR INC | $15.58万 | 0.00% | 4,160 | -654 | -13.6% | -$2.45万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $15.61万 | 0.00% | 2,499 | 0 | 0.0% | — | 不变 |
| CATH | GLOBAL X FDS | $15.63万 | 0.00% | 2,000 | 48 | 2.5% | $3,751 | 加仓 |
| BRO | BROWN & BROWN INC | $15.88万 | 0.00% | 2,435 | 1,126 | 86.0% | $7.34万 | 加仓 |
| APP | APPLOVIN CORP | $15.92万 | 0.00% | 400 | -749 | -65.2% | -$29.81万 | 减仓 |
| CDW | CDW CORP | $16.16万 | 0.00% | 1,335 | 797 | 148.1% | $9.65万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $16.33万 | 0.00% | 3,304 | 3,304 | — | $16.33万 | 新建仓 |
| DGII | DIGI INTL INC | $16.33万 | 0.00% | 3,388 | 3,388 | — | $16.33万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $16.34万 | 0.00% | 2,704 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $16.35万 | 0.00% | 2,147 | -655 | -23.4% | -$4.99万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $16.37万 | 0.00% | 835 | -1,001 | -54.5% | -$19.62万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $16.49万 | 0.00% | 2,835 | 2,835 | — | $16.49万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $16.65万 | 0.00% | 17,364 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $16.71万 | 0.00% | 121,107 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $16.77万 | 0.00% | 4,771 | -18,580 | -79.6% | -$65.29万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $16.87万 | 0.00% | 2,084 | -1,398 | -40.1% | -$11.32万 | 减仓 |
| RSMC | TIDAL TRUST III | $16.98万 | 0.00% | 6,835 | -4,035 | -37.1% | -$10.02万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.00万 | 0.00% | 8,981 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $17.26万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |