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 |
|---|---|---|---|---|---|---|---|---|
| IT | GARTNER INC | $25.95万 | 0.00% | 1,639 | 18 | 1.1% | $2,850 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $25.95万 | 0.00% | 1,633 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $25.95万 | 0.00% | 3,184 | 0 | 0.0% | — | 不变 |
| VIAV | VIAVI SOLUTIONS INC | $26.16万 | 0.00% | 7,861 | 7,858 | 261,933.3% | $26.15万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $26.25万 | 0.00% | 21,711 | -1,098 | -4.8% | -$1.33万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $26.28万 | 0.00% | 4,980 | 2,437 | 95.8% | $12.86万 | 加仓 |
| STE | STERIS PLC | $26.30万 | 0.00% | 1,190 | -2,312 | -66.0% | -$51.11万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $26.32万 | 0.00% | 11,022 | 11,022 | — | $26.32万 | 新建仓 |
| ENTG | ENTEGRIS INC | $26.45万 | 0.00% | 2,256 | 1,393 | 161.4% | $16.33万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $26.56万 | 0.00% | 15,560 | 12,238 | 368.4% | $20.89万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $26.58万 | 0.00% | 29,594 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $26.64万 | 0.00% | 3,819 | -188 | -4.7% | -$1.31万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $26.81万 | 0.00% | 1,372 | 695 | 102.7% | $13.58万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $26.87万 | 0.00% | 2,357 | 1,967 | 504.4% | $22.42万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $26.96万 | 0.00% | 1,363 | 570 | 71.9% | $11.27万 | 加仓 |
| SSO | PROSHARES TR | $26.98万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $27.17万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $27.19万 | 0.00% | 827 | 591 | 250.4% | $19.43万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $27.25万 | 0.00% | 4,056 | 458 | 12.7% | $3.08万 | 加仓 |
| AA | ALCOA CORP | $27.27万 | 0.00% | 4,112 | 3,021 | 276.9% | $20.04万 | 加仓 |
| IYH | ISHARES TR | $27.29万 | 0.00% | 4,428 | 386 | 9.5% | $2.38万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $27.32万 | 0.00% | 7,826 | 0 | 0.0% | — | 不变 |
| EXEL | EXELIXIS INC | $27.38万 | 0.00% | 6,383 | -3,236 | -33.6% | -$13.88万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $27.42万 | 0.00% | 2,737 | 323 | 13.4% | $3.24万 | 加仓 |
| FEGE | RBB FUND TRUST | $27.50万 | 0.00% | 5,851 | 1,851 | 46.3% | $8.70万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $27.69万 | 0.00% | 2,847 | 17 | 0.6% | $1,653 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $27.69万 | 0.00% | 394 | 130 | 49.2% | $9.14万 | 加仓 |
| AZO | AUTOZONE INC | $27.70万 | 0.00% | 82 | -47 | -36.4% | -$15.88万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $27.72万 | 0.00% | 2,525 | 26 | 1.0% | $2,854 | 加仓 |
| WAT | WATERS CORP | $27.75万 | 0.00% | 932 | 316 | 51.3% | $9.41万 | 加仓 |
| ES | EVERSOURCE ENERGY | $27.82万 | 0.00% | 4,016 | 2,244 | 126.6% | $15.55万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.91万 | 0.00% | 1,014 | -657 | -39.3% | -$18.08万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $28.26万 | 0.00% | 5,003 | -1,184 | -19.1% | -$6.69万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $28.54万 | 0.00% | 7,237 | 1,543 | 27.1% | $6.09万 | 加仓 |
| SF | STIFEL FINL CORP | $28.67万 | 0.00% | 3,879 | 574 | 17.4% | $4.25万 | 加仓 |
| — | MYOMO INC | $28.75万 | 0.00% | 425,600 | -4 | -0.0% | -$3 | 减仓 |
| DINO | HF SINCLAIR CORP | $28.77万 | 0.00% | 4,612 | 3,945 | 591.5% | $24.61万 | 加仓 |
| DOL | WISDOMTREE TR | $28.85万 | 0.00% | 4,243 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $28.89万 | 0.00% | 8,035 | -58 | -0.7% | -$2,086 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $29.05万 | 0.00% | 712 | 5 | 0.7% | $2,040 | 加仓 |
| ET | ENERGY TRANSFER L P | $29.10万 | 0.00% | 15,079 | 50 | 0.3% | $965 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $29.15万 | 0.00% | 25,797 | 9,296 | 56.3% | $10.50万 | 加仓 |
| MDB | MONGODB INC | $29.17万 | 0.00% | 1,192 | 366 | 44.3% | $8.96万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $29.25万 | 0.00% | 7,505 | -5,868 | -43.9% | -$22.87万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $29.34万 | 0.00% | 6,124 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $29.37万 | 0.00% | 6,764 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $29.55万 | 0.00% | 1,963 | -519 | -20.9% | -$7.81万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $29.68万 | 0.00% | 6,311 | 5 | 0.1% | $235 | 加仓 |
| SGOL | ETFS GOLD TR | $29.69万 | 0.00% | 6,655 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $29.75万 | 0.00% | 1,712 | 898 | 110.3% | $15.60万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $29.78万 | 0.00% | 13,775 | 423 | 3.2% | $9,145 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $29.80万 | 0.00% | 8,626 | -694 | -7.4% | -$2.40万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $29.93万 | 0.00% | 13,312 | 13,312 | — | $29.93万 | 新建仓 |
| EWY | ISHARES INC | $30.09万 | 0.00% | 2,446 | 2,446 | — | $30.09万 | 新建仓 |
| WU | WESTERN UN CO | $30.11万 | 0.00% | 34,487 | 0 | 0.0% | — | 不变 |
| SCHZ | SCHWAB STRATEGIC TR | $30.11万 | 0.00% | 12,967 | 105 | 0.8% | $2,438 | 加仓 |
| RYLD | GLOBAL X FDS | $30.32万 | 0.00% | 20,282 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $30.36万 | 0.00% | 2,580 | 580 | 29.0% | $6.82万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $30.36万 | 0.00% | 3,254 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $30.41万 | 0.00% | 1,433 | -219 | -13.3% | -$4.65万 | 减仓 |
| TTC | TORO CO | $30.41万 | 0.00% | 3,255 | -116 | -3.4% | -$1.08万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $30.50万 | 0.00% | 945 | 908 | 2,454.1% | $29.30万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $30.53万 | 0.00% | 7,857 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $30.55万 | 0.00% | 2,319 | -766 | -24.8% | -$10.09万 | 减仓 |
| CPRT | COPART INC | $30.62万 | 0.00% | 9,222 | 668 | 7.8% | $2.22万 | 加仓 |
| DB | DEUTSCHE BK AG | $30.63万 | 0.00% | 10,284 | 10,284 | — | $30.63万 | 新建仓 |
| IMCG | ISHARES TR | $30.64万 | 0.00% | 3,890 | 0 | 0.0% | — | 不变 |
| — | ISHARES ETHEREUM TR | $30.86万 | 0.00% | 19,495 | 9,114 | 87.8% | $14.43万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $30.90万 | 0.00% | 5,153 | 5,153 | — | $30.90万 | 新建仓 |
| DRI | DARDEN RESTAURANTS INC | $30.92万 | 0.00% | 1,577 | -270 | -14.6% | -$5.29万 | 减仓 |
| ASH | ASHLAND INC | $31.00万 | 0.00% | 5,574 | -283 | -4.8% | -$1.57万 | 减仓 |
| ANGL | VANECK ETF TRUST | $31.07万 | 0.00% | 10,819 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $31.45万 | 0.00% | 9,257 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $31.58万 | 0.00% | 1,664 | 316 | 23.4% | $6.00万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $31.68万 | 0.00% | 6,593 | 10 | 0.2% | $480 | 加仓 |
| BWA | BORGWARNER INC | $31.70万 | 0.00% | 5,842 | -977 | -14.3% | -$5.30万 | 减仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $31.84万 | 0.00% | 7,457 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $32.08万 | 0.00% | 60,865 | 60,865 | — | $32.08万 | 新建仓 |
| IX | ORIX CORP | $32.16万 | 0.00% | 10,724 | 10,724 | — | $32.16万 | 新建仓 |
| UDEC | INNOVATOR ETFS TRUST | $32.20万 | 0.00% | 8,291 | 250 | 3.1% | $9,710 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $32.30万 | 0.00% | 26,194 | 74 | 0.3% | $912 | 加仓 |
| USO | UNITED STS OIL FD LP | $32.36万 | 0.00% | 2,543 | 2,543 | — | $32.36万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $32.50万 | 0.00% | 548 | -583 | -51.5% | -$34.57万 | 减仓 |
| CCK | CROWN HLDGS INC | $32.54万 | 0.00% | 3,246 | -444 | -12.0% | -$4.45万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $32.59万 | 0.00% | 1,787 | -9,207 | -83.7% | -$167.90万 | 减仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $32.77万 | 0.00% | 5,125 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $33.00万 | 0.00% | 2,365 | -486 | -17.0% | -$6.78万 | 减仓 |
| ACM | AECOM | $33.02万 | 0.00% | 3,893 | 178 | 4.8% | $1.51万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $33.08万 | 0.00% | 4,104 | 4,058 | 8,821.7% | $32.71万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $33.08万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| AEG | AEGON LTD | $33.19万 | 0.00% | 45,710 | 0 | 0.0% | — | 不变 |
| TDTF | FLEXSHARES TR | $33.30万 | 0.00% | 13,810 | 0 | 0.0% | — | 不变 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $33.50万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $33.73万 | 0.00% | 1,358 | -1,279 | -48.5% | -$31.77万 | 减仓 |
| HEI/A | HEICO CORP NEW | $34.07万 | 0.00% | 1,614 | 1,144 | 243.4% | $24.15万 | 加仓 |
| MAGS | LISTED FDS TR | $34.51万 | 0.00% | 5,956 | -1,000 | -14.4% | -$5.79万 | 减仓 |
| TPR | TAPESTRY INC | $34.54万 | 0.00% | 2,448 | -498 | -16.9% | -$7.03万 | 减仓 |
| QXO | QXO INC | $34.59万 | 0.00% | 17,814 | -32 | -0.2% | -$621 | 减仓 |
| CRH | CRH PLC | $34.66万 | 0.00% | 3,297 | 37 | 1.1% | $3,890 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $34.71万 | 0.00% | 3,144 | -1,038 | -24.8% | -$11.46万 | 减仓 |