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 |
|---|---|---|---|---|---|---|---|---|
| HPQ | HP INC | $73.47万 | 0.01% | 38,248 | 23 | 0.1% | $442 | 加仓 |
| TPG | TPG INC | $73.56万 | 0.01% | 18,158 | 18,158 | — | $73.56万 | 新建仓 |
| IBDX | ISHARES TR | $73.59万 | 0.01% | 29,120 | 1,068 | 3.8% | $2.70万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $73.85万 | 0.01% | 9,419 | 1,827 | 24.1% | $14.32万 | 加仓 |
| CG | CARLYLE GROUP INC | $74.04万 | 0.01% | 15,301 | -676 | -4.2% | -$3.27万 | 减仓 |
| IJS | ISHARES TR | $74.24万 | 0.01% | 6,268 | 2 | 0.0% | $237 | 加仓 |
| NTAP | NETAPP INC | $74.27万 | 0.01% | 7,254 | -918 | -11.2% | -$9.40万 | 减仓 |
| ABNB | AIRBNB INC | $74.31万 | 0.01% | 5,885 | -503 | -7.9% | -$6.35万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $74.39万 | 0.01% | 9,751 | 9,751 | — | $74.39万 | 新建仓 |
| EME | EMCOR GROUP INC | $74.88万 | 0.01% | 1,014 | -70 | -6.5% | -$5.17万 | 减仓 |
| SMH | VANECK ETF TRUST | $74.94万 | 0.01% | 1,955 | 1,601 | 452.3% | $61.37万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $76.20万 | 0.01% | 5,987 | -382 | -6.0% | -$4.86万 | 减仓 |
| XAR | SPDR SERIES TRUST | $76.48万 | 0.01% | 3,011 | 505 | 20.2% | $12.83万 | 加仓 |
| FSBW | FS BANCORP INC | $77.18万 | 0.01% | 20,000 | 20,000 | — | $77.18万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $77.51万 | 0.01% | 7,112 | 2,012 | 39.5% | $21.93万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $77.89万 | 0.01% | 15,322 | 10,394 | 210.9% | $52.84万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $77.90万 | 0.01% | 6,567 | -1,891 | -22.4% | -$22.43万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $78.36万 | 0.01% | 22,130 | -3,268 | -12.9% | -$11.57万 | 减仓 |
| — | LIBERTY BROADBAND CORP | $78.45万 | 0.01% | 15,596 | 463 | 3.1% | $2.33万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $78.59万 | 0.01% | 4,788 | -996 | -17.2% | -$16.35万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $78.71万 | 0.01% | 18,563 | 15,685 | 545.0% | $66.50万 | 加仓 |
| EFAV | ISHARES TR | $79.78万 | 0.01% | 8,732 | 845 | 10.7% | $7.72万 | 加仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $80.07万 | 0.01% | 39,916 | 39,916 | — | $80.07万 | 新建仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $80.11万 | 0.01% | 36,944 | 6,056 | 19.6% | $13.13万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $80.15万 | 0.01% | 19,421 | -352 | -1.8% | -$1.45万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $80.17万 | 0.01% | 38,112 | 6,398 | 20.2% | $13.46万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $80.18万 | 0.01% | 7,757 | 969 | 14.3% | $10.02万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $80.26万 | 0.01% | 12,140 | 11,569 | 2,026.1% | $76.48万 | 加仓 |
| EQIX | EQUINIX INC | $80.35万 | 0.01% | 819 | 58 | 7.6% | $5.69万 | 加仓 |
| ALB | ALBEMARLE CORP | $80.88万 | 0.01% | 4,505 | -214 | -4.5% | -$3.84万 | 减仓 |
| HUBB | HUBBELL INC | $81.17万 | 0.01% | 1,654 | -839 | -33.7% | -$41.17万 | 减仓 |
| HDV | ISHARES TR | $81.23万 | 0.01% | 5,985 | -443 | -6.9% | -$6.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $81.34万 | 0.01% | 38,520 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $81.41万 | 0.01% | 69,942 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $81.69万 | 0.01% | 11,989 | 2,373 | 24.7% | $16.17万 | 加仓 |
| GSK | GSK PLC | $82.14万 | 0.01% | 14,883 | -876 | -5.6% | -$4.83万 | 减仓 |
| — | NEOS ETF TRUST | $82.61万 | 0.01% | 17,502 | 987 | 6.0% | $4.66万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $82.72万 | 0.01% | 26,760 | 20,260 | 311.7% | $62.62万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $82.72万 | 0.01% | 3,058 | -1,136 | -27.1% | -$30.73万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $83.14万 | 0.01% | 17,069 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $83.16万 | 0.01% | 2,189 | -31 | -1.4% | -$1.18万 | 减仓 |
| VLTO | VERALTO CORP | $83.50万 | 0.01% | 9,443 | -2,238 | -19.2% | -$19.79万 | 减仓 |
| FULT | FULTON FINL CORP PA | $84.03万 | 0.01% | 41,313 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $84.91万 | 0.01% | 3,118 | 484 | 18.4% | $13.18万 | 加仓 |
| USB | US BANCORP | $85.12万 | 0.01% | 16,366 | -4,822 | -22.8% | -$25.08万 | 减仓 |
| SHV | ISHARES TR | $85.12万 | 0.01% | 7,711 | -1,450 | -15.8% | -$16.01万 | 减仓 |
| TXT | TEXTRON INC | $85.78万 | 0.01% | 9,797 | -1,037 | -9.6% | -$9.08万 | 减仓 |
| HSY | HERSHEY CO | $85.93万 | 0.01% | 4,133 | -1,660 | -28.7% | -$34.51万 | 减仓 |
| AZN | ASTRAZENECA PLC | $85.99万 | 0.01% | 4,383 | 4,383 | — | $85.99万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $86.25万 | 0.01% | 50,826 | 50,826 | — | $86.25万 | 新建仓 |
| IBDY | ISHARES TR | $86.56万 | 0.01% | 33,487 | 9,059 | 37.1% | $23.42万 | 加仓 |
| SAN | BANCO SANTANDER SA | $86.91万 | 0.01% | 77,044 | 77,044 | — | $86.91万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $87.20万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| CORZW | CORE SCIENTIFIC INC NEW | $87.40万 | 0.01% | 100,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $87.51万 | 0.01% | 14,303 | 4,642 | 48.0% | $28.40万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $87.57万 | 0.01% | 5,303 | -222 | -4.0% | -$3.67万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $87.62万 | 0.01% | 4,755 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $87.65万 | 0.01% | 1,134 | 26 | 2.3% | $2.01万 | 加仓 |
| FTI | TECHNIPFMC PLC | $87.66万 | 0.01% | 12,681 | -2,647 | -17.3% | -$18.30万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $88.14万 | 0.01% | 7,613 | -1,007 | -11.7% | -$11.66万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $88.22万 | 0.01% | 18,488 | 483 | 2.7% | $2.30万 | 加仓 |
| ESLT | ELBIT SYS LTD | $88.77万 | 0.01% | 1,045 | 280 | 36.6% | $23.78万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $89.12万 | 0.01% | 11,562 | -2,521 | -17.9% | -$19.43万 | 减仓 |
| TER | TERADYNE INC | $89.38万 | 0.01% | 3,015 | 10 | 0.3% | $2,965 | 加仓 |
| GDDY | GODADDY INC | $89.78万 | 0.01% | 10,860 | -3,237 | -23.0% | -$26.76万 | 减仓 |
| AEE | AMEREN CORP | $89.78万 | 0.01% | 8,168 | 1,932 | 31.0% | $21.24万 | 加仓 |
| COKE | COCA COLA CONS INC | $89.93万 | 0.01% | 4,690 | -463 | -9.0% | -$8.88万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $90.09万 | 0.01% | 11,770 | -560 | -4.5% | -$4.29万 | 减仓 |
| SHM | SPDR SERIES TRUST | $90.14万 | 0.01% | 18,845 | 184 | 1.0% | $8,801 | 加仓 |
| KHC | KRAFT HEINZ CO | $90.82万 | 0.01% | 40,384 | 1,015 | 2.6% | $2.28万 | 加仓 |
| FNB | F N B CORP | $91.19万 | 0.01% | 54,537 | -7,710 | -12.4% | -$12.89万 | 减仓 |
| IEF | ISHARES TR | $91.47万 | 0.01% | 9,584 | 262 | 2.8% | $2.50万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $91.76万 | 0.01% | 38,540 | 12,461 | 47.8% | $29.67万 | 加仓 |
| VEEV | VEEVA SYS INC | $91.82万 | 0.01% | 5,227 | 508 | 10.8% | $8.92万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $92.27万 | 0.01% | 10,431 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $92.31万 | 0.01% | 7,641 | 129 | 1.7% | $1.56万 | 加仓 |
| RPM | RPM INTL INC | $92.76万 | 0.01% | 9,332 | -699 | -7.0% | -$6.95万 | 减仓 |
| MOD | MODINE MFG CO | $93.19万 | 0.01% | 4,300 | -289 | -6.3% | -$6.26万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $93.98万 | 0.01% | 36,005 | 36,005 | — | $93.98万 | 新建仓 |
| KXI | ISHARES TR | $94.14万 | 0.01% | 14,048 | 14,048 | — | $94.14万 | 新建仓 |
| EZU | ISHARES INC | $94.27万 | 0.01% | 15,050 | 14,998 | 28,842.3% | $93.95万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $94.37万 | 0.01% | 11,100 | 788 | 7.6% | $6.70万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW | $94.98万 | 0.01% | 63,318 | 63,318 | — | $94.98万 | 新建仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $95.99万 | 0.01% | 30,062 | 30,062 | — | $95.99万 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $96.04万 | 0.01% | 8,486 | -3,170 | -27.2% | -$35.88万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $96.30万 | 0.01% | 41,724 | 1,509 | 3.8% | $3.48万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $96.99万 | 0.01% | 336,781 | 332,130 | 7,141.0% | $95.65万 | 加仓 |
| COR | CENCORA INC | $98.07万 | 0.01% | 3,122 | -2,070 | -39.9% | -$65.03万 | 减仓 |
| B | BARRICK MNG CORP | $99.64万 | 0.01% | 24,427 | 23,604 | 2,868.0% | $96.28万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $100.18万 | 0.01% | 12,736 | -22 | -0.2% | -$1,731 | 减仓 |
| EAGG | ISHARES TR | $100.27万 | 0.01% | 21,087 | 523 | 2.5% | $2.49万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $100.31万 | 0.01% | 3,299 | 492 | 17.5% | $14.96万 | 加仓 |
| AOR | ISHARES TR | $100.32万 | 0.01% | 15,590 | 271 | 1.8% | $1.74万 | 加仓 |
| IQV | IQVIA HLDGS INC | $100.41万 | 0.01% | 5,888 | -1,441 | -19.7% | -$24.57万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $100.66万 | 0.01% | 24,516 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $100.71万 | 0.01% | 12,032 | -2,564 | -17.6% | -$21.46万 | 减仓 |
| OPK | OPKO HEALTH INC | $100.79万 | 0.01% | 884,119 | 1,752 | 0.2% | $1,997 | 加仓 |
| MKC | MCCORMICK & CO INC | $101.07万 | 0.01% | 20,037 | -22 | -0.1% | -$1,110 | 减仓 |
| VSGX | VANGUARD WORLD FD | $101.18万 | 0.01% | 14,106 | 2,782 | 24.6% | $19.96万 | 加仓 |
| EMXC | ISHARES INC | $101.27万 | 0.01% | 12,875 | 2,892 | 29.0% | $22.75万 | 加仓 |