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 |
|---|---|---|---|---|---|---|---|---|
| MBB | ISHARES TR | $17.39万 | 0.00% | 1,831 | 688 | 60.2% | $6.53万 | 加仓 |
| HXL | HEXCEL CORP NEW | $17.39万 | 0.00% | 2,149 | 1,332 | 163.0% | $10.78万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $17.41万 | 0.00% | 8,000 | 1,815 | 29.3% | $3.95万 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $17.48万 | 0.00% | 1,638 | 0 | 0.0% | — | 不变 |
| BC | BRUNSWICK CORP | $17.49万 | 0.00% | 2,404 | -240 | -9.1% | -$1.75万 | 减仓 |
| CMS | CMS ENERGY CORP | $17.51万 | 0.00% | 2,257 | -859 | -27.6% | -$6.66万 | 减仓 |
| — | BITWISE XRP ETF | $18.04万 | 0.00% | 12,000 | 12,000 | — | $18.04万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $18.15万 | 0.00% | 1,054 | 559 | 112.9% | $9.63万 | 加仓 |
| GPC | GENUINE PARTS CO | $18.39万 | 0.00% | 1,739 | -312 | -15.2% | -$3.30万 | 减仓 |
| XHB | SPDR SERIES TRUST | $18.41万 | 0.00% | 1,865 | -25 | -1.3% | -$2,468 | 减仓 |
| LFUS | LITTELFUSE INC | $18.46万 | 0.00% | 544 | 284 | 109.2% | $9.64万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $18.71万 | 0.00% | 5,731 | 1 | 0.0% | $33 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $19.30万 | 0.00% | 2,877 | -1,050 | -26.7% | -$7.04万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $19.37万 | 0.00% | 16,900 | -5,212 | -23.6% | -$5.97万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $19.42万 | 0.00% | 1,343 | 783 | 139.8% | $11.32万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $19.51万 | 0.00% | 5,734 | 19 | 0.3% | $646 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $19.56万 | 0.00% | 10,000 | 5,000 | 100.0% | $9.78万 | 加仓 |
| IHDG | WISDOMTREE TR | $19.78万 | 0.00% | 4,109 | 1 | 0.0% | $48 | 加仓 |
| DTE | DTE ENERGY CO | $19.84万 | 0.00% | 1,357 | -501 | -27.0% | -$7.33万 | 减仓 |
| CLS | CELESTICA INC | $20.14万 | 0.00% | 715 | 715 | — | $20.14万 | 新建仓 |
| PGEN | PRECIGEN INC | $20.29万 | 0.00% | 52,435 | 31,835 | 154.5% | $12.32万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $20.30万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $20.39万 | 0.00% | 988 | -89 | -8.3% | -$1.84万 | 减仓 |
| SANM | SANMINA CORP | $20.41万 | 0.00% | 1,574 | 1,525 | 3,112.2% | $19.77万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $20.51万 | 0.00% | 1,042 | -776 | -42.7% | -$15.28万 | 减仓 |
| RXI | ISHARES TR | $20.55万 | 0.00% | 1,102 | -4,860 | -81.5% | -$90.61万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $20.60万 | 0.00% | 7,653 | -6,102 | -44.4% | -$16.43万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.62万 | 0.00% | 1,525 | -91 | -5.6% | -$1.23万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $20.65万 | 0.00% | 524 | 302 | 136.0% | $11.90万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $20.66万 | 0.00% | 4,789 | -584 | -10.9% | -$2.52万 | 减仓 |
| SOLV | SOLVENTUM CORP | $20.80万 | 0.00% | 3,185 | 15 | 0.5% | $980 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $21.09万 | 0.00% | 1,033 | -231 | -18.3% | -$4.72万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $21.30万 | 0.00% | 1,260 | -18 | -1.4% | -$3,042 | 减仓 |
| TW | TRADEWEB MKTS INC | $21.40万 | 0.00% | 1,819 | 1,752 | 2,614.9% | $20.61万 | 加仓 |
| XBI | SPDR SERIES TRUST | $21.47万 | 0.00% | 1,681 | 1,254 | 293.7% | $16.02万 | 加仓 |
| IYR | ISHARES TR | $21.53万 | 0.00% | 2,277 | 5 | 0.2% | $473 | 加仓 |
| THC | TENET HEALTHCARE CORP | $21.66万 | 0.00% | 1,148 | -355 | -23.6% | -$6.70万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $21.71万 | 0.00% | 15,047 | 9,650 | 178.8% | $13.92万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $21.71万 | 0.00% | 7,839 | -1,532 | -16.3% | -$4.24万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $21.76万 | 0.00% | 1,003 | -260 | -20.6% | -$5.64万 | 减仓 |
| RMBS | RAMBUS INC DEL | $21.85万 | 0.00% | 2,540 | -628 | -19.8% | -$5.40万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $21.91万 | 0.00% | 2,317 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $21.93万 | 0.00% | 1,279 | 558 | 77.4% | $9.57万 | 加仓 |
| NTNX | NUTANIX INC | $22.05万 | 0.00% | 5,801 | 4,639 | 399.2% | $17.63万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $22.12万 | 0.00% | 6,713 | -73 | -1.1% | -$2,405 | 减仓 |
| MET | METLIFE INC | $22.24万 | 0.00% | 3,145 | 206 | 7.0% | $1.46万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $22.25万 | 0.00% | 11,745 | 11,269 | 2,367.4% | $21.34万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $22.26万 | 0.00% | 2,195 | -875 | -28.5% | -$8.87万 | 减仓 |
| MOG/A | MOOG INC | $22.33万 | 0.00% | 763 | 754 | 8,377.8% | $22.07万 | 重新持有 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $22.36万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $22.45万 | 0.00% | 2,484 | -1,695 | -40.6% | -$15.32万 | 减仓 |
| AROC | ARCHROCK INC | $22.46万 | 0.00% | 6,453 | 3,957 | 158.5% | $13.77万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $22.54万 | 0.00% | 3,067 | 2,989 | 3,832.1% | $21.96万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $22.65万 | 0.00% | 2,122 | -1,925 | -47.6% | -$20.55万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $22.67万 | 0.00% | 4,537 | 323 | 7.7% | $1.61万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $22.70万 | 0.00% | 2,769 | 2,009 | 264.3% | $16.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.70万 | 0.00% | 8,495 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC | $22.76万 | 0.00% | 3,680 | 3,089 | 522.7% | $19.11万 | 加仓 |
| ARMK | ARAMARK | $22.92万 | 0.00% | 5,654 | -1,254 | -18.2% | -$5.08万 | 减仓 |
| MTB | M & T BK CORP | $22.95万 | 0.00% | 1,110 | 196 | 21.4% | $4.05万 | 加仓 |
| MSTR | STRATEGY INC | $22.95万 | 0.00% | 1,839 | -175 | -8.7% | -$2.18万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $23.00万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $23.01万 | 0.00% | 2,711 | -1,320 | -32.7% | -$11.21万 | 减仓 |
| MPLX | MPLX LP | $23.04万 | 0.00% | 4,038 | 0 | 0.0% | — | 不变 |
| PPTA | PERPETUA RESOURCES CORP | $23.06万 | 0.00% | 8,200 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $23.36万 | 0.00% | 6,536 | -179 | -2.7% | -$6,397 | 减仓 |
| IYG | ISHARES TR | $23.60万 | 0.00% | 2,848 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $23.68万 | 0.00% | 1,179 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $23.69万 | 0.00% | 2,231 | 1,684 | 307.9% | $17.88万 | 加仓 |
| UNM | UNUM GROUP | $23.73万 | 0.00% | 3,249 | -497 | -13.3% | -$3.63万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $23.74万 | 0.00% | 2,510 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $23.82万 | 0.00% | 2,974 | -6,167 | -67.5% | -$49.39万 | 减仓 |
| TOL | TOLL BROTHERS INC | $24.02万 | 0.00% | 1,760 | -767 | -30.4% | -$10.47万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $24.23万 | 0.00% | 30,512 | 30,512 | — | $24.23万 | 新建仓 |
| FORM | FORMFACTOR INC | $24.25万 | 0.00% | 2,500 | 1,450 | 138.1% | $14.06万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $24.27万 | 0.00% | 3,750 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $24.27万 | 0.00% | 813 | 615 | 310.6% | $18.36万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $24.27万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $24.29万 | 0.00% | 8,010 | -7,911 | -49.7% | -$23.99万 | 减仓 |
| PATK | PATRICK INDS INC | $24.32万 | 0.00% | 2,190 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $24.34万 | 0.00% | 1,584 | -302 | -16.0% | -$4.64万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $24.36万 | 0.00% | 6,076 | 6,076 | — | $24.36万 | 新建仓 |
| FRSH | FRESHWORKS INC | $24.39万 | 0.00% | 30,372 | 30,199 | 17,456.1% | $24.25万 | 加仓 |
| TLN | TALEN ENERGY CORP | $24.39万 | 0.00% | 764 | -172 | -18.4% | -$5.49万 | 减仓 |
| USFD | US FOODS HLDG CORP | $24.43万 | 0.00% | 2,649 | 1,759 | 197.6% | $16.22万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $24.49万 | 0.00% | 5,489 | 5,489 | — | $24.49万 | 新建仓 |
| USHY | ISHARES TR | $24.54万 | 0.00% | 6,662 | -578,410 | -98.9% | -$2,130.84万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $24.67万 | 0.00% | 4,021 | -6,350 | -61.2% | -$38.96万 | 减仓 |
| MUR | MURPHY OIL CORP | $24.77万 | 0.00% | 6,006 | 5,367 | 839.9% | $22.14万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $24.88万 | 0.00% | 25,461 | 5,461 | 27.3% | $5.34万 | 加仓 |
| AMRZ | AMRIZE LTD | $24.88万 | 0.00% | 4,442 | 18 | 0.4% | $1,008 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $25.11万 | 0.00% | 1,915 | 771 | 67.4% | $10.11万 | 加仓 |
| XYL | XYLEM INC | $25.13万 | 0.00% | 2,103 | -1,106 | -34.5% | -$13.22万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $25.19万 | 0.00% | 5,479 | 0 | 0.0% | — | 不变 |
| — | UNIVERSAL ELECTRS INC | $25.31万 | 0.00% | 61,438 | 0 | 0.0% | — | 不变 |
| LDOS | LEIDOS HOLDINGS INC | $25.55万 | 0.00% | 1,643 | -90 | -5.2% | -$1.40万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $25.56万 | 0.00% | 2,789 | -7 | -0.3% | -$641 | 减仓 |
| — | LIBERTY BROADBAND CORP | $25.69万 | 0.00% | 5,115 | 96 | 1.9% | $4,821 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $25.78万 | 0.00% | 2,055 | -21 | -1.0% | -$2,635 | 减仓 |
| MHK | MOHAWK INDS INC | $25.90万 | 0.00% | 2,631 | 2,561 | 3,658.6% | $25.22万 | 加仓 |