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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB STRATEGIC TR | $569.38万 | 0.05% | 195,463 | -12,970 | -6.2% | -$37.78万 | 减仓 |
| IUSG | ISHARES TR | $570.40万 | 0.05% | 36,774 | 24,600 | 202.1% | $381.57万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $585.73万 | 0.05% | 160,081 | 2,721 | 1.7% | $9.96万 | 加仓 |
| OKTA | OKTA INC | $588.97万 | 0.05% | 74,828 | 70,869 | 1,790.1% | $557.81万 | 加仓 |
| MS | MORGAN STANLEY | $599.20万 | 0.05% | 36,410 | -4,946 | -12.0% | -$81.40万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $602.17万 | 0.06% | 292,485 | 2,444 | 0.8% | $5.03万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $610.39万 | 0.06% | 46,616 | 1,207 | 2.7% | $15.80万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $623.00万 | 0.06% | 70,237 | 9,282 | 15.2% | $82.33万 | 加仓 |
| INTC | INTEL CORP | $627.66万 | 0.06% | 142,230 | -1,648 | -1.1% | -$7.27万 | 减仓 |
| TFC | TRUIST FINL CORP | $630.27万 | 0.06% | 137,104 | 7,207 | 5.5% | $33.13万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $632.08万 | 0.06% | 350,765 | 4,778 | 1.4% | $8.61万 | 加仓 |
| IWP | ISHARES TR | $632.20万 | 0.06% | 49,344 | -1,504 | -3.0% | -$19.27万 | 减仓 |
| C | CITIGROUP INC | $639.22万 | 0.06% | 56,364 | 25,420 | 82.1% | $288.29万 | 加仓 |
| ESML | ISHARES TR | $644.45万 | 0.06% | 137,059 | 135,120 | 6,968.5% | $635.33万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $647.23万 | 0.06% | 139,310 | 19,096 | 15.9% | $88.72万 | 加仓 |
| DVY | ISHARES TR | $666.22万 | 0.06% | 44,001 | 9,439 | 27.3% | $142.92万 | 加仓 |
| QCOM | QUALCOMM INC | $668.28万 | 0.06% | 51,893 | 2,920 | 6.0% | $37.60万 | 加仓 |
| PFE | PFIZER INC | $669.09万 | 0.06% | 238,278 | 53,242 | 28.8% | $149.50万 | 加仓 |
| DAL | DELTA AIR LINES INC | $673.14万 | 0.06% | 101,256 | 12,570 | 14.2% | $83.56万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $673.18万 | 0.06% | 221,294 | 19,099 | 9.4% | $58.10万 | 加仓 |
| PYLD | PIMCO ETF TR | $702.60万 | 0.06% | 268,170 | 14,945 | 5.9% | $39.16万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $710.16万 | 0.06% | 10,409 | 194 | 1.9% | $13.24万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $710.60万 | 0.06% | 200,000 | 200,000 | — | $710.60万 | 新建仓 |
| PWR | QUANTA SVCS INC | $723.37万 | 0.07% | 13,176 | -489 | -3.6% | -$26.85万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $726.90万 | 0.07% | 91,699 | 21,597 | 30.8% | $171.20万 | 加仓 |
| UNP | UNION PAC CORP | $727.34万 | 0.07% | 29,979 | 11,644 | 63.5% | $282.50万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $729.57万 | 0.07% | 22,760 | -1,450 | -6.0% | -$46.48万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $736.55万 | 0.07% | 37,145 | 10,988 | 42.0% | $217.88万 | 加仓 |
| DIS | DISNEY WALT CO | $743.50万 | 0.07% | 77,142 | 16,981 | 28.2% | $163.66万 | 加仓 |
| USMV | ISHARES TR | $745.15万 | 0.07% | 80,348 | -3,371 | -4.0% | -$31.26万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $750.80万 | 0.07% | 22,217 | 13,267 | 148.2% | $448.34万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $775.16万 | 0.07% | 313,195 | 52,534 | 20.2% | $130.02万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $777.17万 | 0.07% | 38,251 | -2,167 | -5.4% | -$44.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $795.68万 | 0.07% | 60,730 | 20,100 | 49.5% | $263.35万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $814.24万 | 0.07% | 173,574 | 13,114 | 8.2% | $61.52万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $818.77万 | 0.07% | 13,547 | 70 | 0.5% | $4.23万 | 加仓 |
| GEV | GE VERNOVA INC | $825.89万 | 0.08% | 9,461 | -525 | -5.3% | -$45.83万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $847.92万 | 0.08% | 51,283 | 13,706 | 36.5% | $226.62万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $860.44万 | 0.08% | 40,271 | 19,432 | 93.2% | $415.19万 | 加仓 |
| SGOV | ISHARES TR | $878.85万 | 0.08% | 87,309 | 4,074 | 4.9% | $41.01万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $896.93万 | 0.08% | 457,033 | -9,352 | -2.0% | -$18.35万 | 减仓 |
| HEWJ | ISHARES TR | $901.77万 | 0.08% | 160,230 | 160,230 | — | $901.77万 | 新建仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $903.96万 | 0.08% | 2,329,784 | 2,329,784 | — | $903.96万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $917.81万 | 0.08% | 151,329 | 25,436 | 20.2% | $154.27万 | 加仓 |
| — | HONEYWELL INTL INC | $920.70万 | 0.08% | 40,733 | 11,147 | 37.7% | $251.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $940.72万 | 0.09% | 64,309 | 7,187 | 12.6% | $105.13万 | 加仓 |
| DE | DEERE & CO | $964.89万 | 0.09% | 17,129 | -783 | -4.4% | -$44.11万 | 减仓 |
| WFC | WELLS FARGO & CO | $972.91万 | 0.09% | 122,210 | 14,378 | 13.3% | $114.46万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $987.98万 | 0.09% | 74,340 | 25,937 | 53.6% | $344.70万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,000.20万 | 0.09% | 100,979 | 91,806 | 1,000.8% | $909.34万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,000.56万 | 0.09% | 135,871 | 6,710 | 5.2% | $49.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,022.76万 | 0.09% | 189,226 | 87,155 | 85.4% | $471.07万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,058.93万 | 0.10% | 42,513 | -1,627 | -3.7% | -$40.53万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,061.76万 | 0.10% | 70,399 | 65,292 | 1,278.5% | $984.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,075.22万 | 0.10% | 151,163 | 114,700 | 314.6% | $815.86万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,082.14万 | 0.10% | 349,529 | 2,998 | 0.9% | $9.28万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $1,089.89万 | 0.10% | 1,216,400 | 1,216,027 | 326,012.6% | $1,089.56万 | 重新持有 |
| TJX | TJX COS INC NEW | $1,097.86万 | 0.10% | 68,745 | 14,604 | 27.0% | $233.23万 | 加仓 |
| CROX | CROCS INC | $1,105.79万 | 0.10% | 133,196 | 7,665 | 6.1% | $63.63万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,119.44万 | 0.10% | 120,525 | 18,525 | 18.2% | $172.06万 | 加仓 |
| ITOT | ISHARES TR | $1,148.08万 | 0.10% | 80,606 | 1,191 | 1.5% | $16.96万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $1,169.19万 | 0.11% | 228,840 | -186,112 | -44.9% | -$950.88万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,192.83万 | 0.11% | 14,100 | -739 | -5.0% | -$62.52万 | 减仓 |
| BOND | PIMCO ETF TR | $1,201.57万 | 0.11% | 130,209 | 4,887 | 3.9% | $45.10万 | 加仓 |
| SHY | ISHARES TR | $1,202.81万 | 0.11% | 145,672 | 58,650 | 67.4% | $484.27万 | 加仓 |
| IWS | ISHARES TR | $1,206.54万 | 0.11% | 82,787 | -1,591 | -1.9% | -$23.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $1,207.84万 | 0.11% | 247,763 | 86,915 | 54.0% | $423.71万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,219.01万 | 0.11% | 50,291 | 7,649 | 17.9% | $185.40万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,246.78万 | 0.11% | 161,689 | 86,635 | 115.4% | $668.04万 | 加仓 |
| T | AT&T INC | $1,288.55万 | 0.12% | 444,482 | 39,823 | 9.8% | $115.45万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,290.22万 | 0.12% | 258,614 | 26,475 | 11.4% | $132.08万 | 加仓 |
| MUB | ISHARES TR | $1,295.47万 | 0.12% | 122,041 | 672 | 0.6% | $7.13万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,307.51万 | 0.12% | 141,643 | 11,111 | 8.5% | $102.57万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,325.27万 | 0.12% | 431,965 | 165,103 | 61.9% | $506.54万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,342.35万 | 0.12% | 39,274 | -5,323 | -11.9% | -$181.94万 | 减仓 |
| ACWX | ISHARES TR | $1,343.69万 | 0.12% | 196,245 | 117,705 | 149.9% | $805.93万 | 加仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $1,362.71万 | 0.12% | 186,366 | 186,366 | — | $1,362.71万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,362.88万 | 0.12% | 169,533 | -25,178 | -12.9% | -$202.41万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,364.47万 | 0.12% | 19 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1,368.43万 | 0.12% | 173,087 | 157,771 | 1,030.1% | $1,247.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,378.95万 | 0.13% | 45,588 | -1,980 | -4.2% | -$59.89万 | 减仓 |
| MCD | MCDONALDS CORP | $1,391.01万 | 0.13% | 44,757 | -1,286 | -2.8% | -$39.97万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $1,404.71万 | 0.13% | 356,344 | 356,344 | — | $1,404.71万 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,416.94万 | 0.13% | 737,990 | 737,990 | — | $1,416.94万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $1,419.75万 | 0.13% | 47,507 | 45,866 | 2,795.0% | $1,370.71万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,421.18万 | 0.13% | 71,959 | 256 | 0.4% | $5.06万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,425.94万 | 0.13% | 273,221 | 38,960 | 16.6% | $203.33万 | 加仓 |
| GE | GE AEROSPACE | $1,467.25万 | 0.13% | 51,705 | 12,650 | 32.4% | $358.97万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,509.13万 | 0.14% | 228,655 | 21,356 | 10.3% | $140.95万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $1,512.34万 | 0.14% | 251,553 | 251,553 | — | $1,512.34万 | 新建仓 |
| ACI | ALBERTSONS COS INC | $1,514.04万 | 0.14% | 888,522 | -1,191 | -0.1% | -$2.03万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,537.88万 | 0.14% | 133,903 | 3,875 | 3.0% | $44.50万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1,551.87万 | 0.14% | 8,975 | 8,528 | 1,907.8% | $1,474.58万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,557.28万 | 0.14% | 207,361 | 121,555 | 141.7% | $912.88万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,616.44万 | 0.15% | 118,777 | -3,040 | -2.5% | -$41.37万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1,629.63万 | 0.15% | 82,205 | -2,283 | -2.7% | -$45.26万 | 减仓 |
| KO | COCA COLA CO | $1,660.80万 | 0.15% | 218,382 | 19,167 | 9.6% | $145.77万 | 加仓 |
| NFLX | NETFLIX INC. | $1,703.60万 | 0.16% | 177,181 | 100,751 | 131.8% | $968.72万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,731.89万 | 0.16% | 168,685 | 16,252 | 10.7% | $166.86万 | 加仓 |
| CRM | SALESFORCE INC | $1,745.96万 | 0.16% | 93,532 | 12,739 | 15.8% | $237.80万 | 加仓 |