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 |
|---|---|---|---|---|---|---|---|---|
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BWB | BRIDGEWATER BANCSHARES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LTC | LTC PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -48 | -100.0% | -$34 | 清仓 |
| FRBA | FIRST BK WILLIAMSTOWN NEW JE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRNC | CERENCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FIRST SVGS FINL GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$32 | 清仓 |
| — | DENNYS CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$32 | 清仓 |
| AROW | ARROW FINL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUPH | AURINIA PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBGI | SINCLAIR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FCCO | FIRST CMNTY CORP S C | $0 | 0.00% | 0 | -1 | -100.0% | -$30 | 清仓 |
| AMBP | ARDAGH METAL PACKAGING S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWFL | NORWOOD FINANCIAL CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$29 | 清仓 |
| FRST | PRIMIS FINANCIAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NANO DIMENSION LTD | $0 | 0.00% | 0 | -18 | -100.0% | -$28 | 清仓 |
| — | THE BEAUTY HEALTH COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WNEB | WESTERN NEW ENG BANCORP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$26 | 清仓 |
| — | RIVERVIEW BANCORP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$26 | 清仓 |
| HBT | HBT FINL INC. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSPN | ONESPAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PKBK | PARKE BANCORP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -3 | -100.0% | -$25 | 清仓 |
| CMRC | COMMERCE.COM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$24 | 清仓 |
| — | EPSILON ENERGY LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SELECTQUOTE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WEAVE COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -23 | -100.0% | -$23 | 清仓 |
| — | MEDIFAST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OEC | ORION S.A. | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IHRT | IHEARTMEDIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BDN | BRANDYWINE RLTY TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNKO | FUNKO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NXDR | NEXTDOOR HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CXW | CORECIVIC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ANIK | ANIKA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EAGLE BANCORP MONT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BXMT | BLACKSTONE MTG TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| USCB | USCB FINANCIAL HOLDINGS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FATE | FATE THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | LCNB CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$17 | 清仓 |
| — | FORRESTER RESH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | J JILL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ESCALADE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SWIM | LATHAM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACIC | AMERICAN COASTAL INS CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| DSP | VIANT TECHNOLOGY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$13 | 清仓 |
| — | BANKFINANCIAL CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$12 | 清仓 |
| MTRX | MATRIX SVC CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOUNDTHINKING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPK | OPKO HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9 | 清仓 |
| — | TRAVELZOO | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| HNST | HONEST CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIRSHIP AI HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | EXPENSIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -4 | -100.0% | -$4 | 清仓 |
| UIS | UNISYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JELD-WEN HLDG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JET AI INC | $0 | 0.00% | 0 | -4 | -100.0% | -$3 | 清仓 |
| — | KALTURA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SVA | SINOVAC BIOTECH LTD | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | AMAZE HOLDINGS INC | $0 | 0.00% | 1 | 1 | — | $0 | 新建仓 |
| — | BEYOND MEAT INC | $1 | 0.00% | 1 | -50 | -98.0% | -$50 | 减仓 |
| — | AQUABOUNTY TECHNOLOGIES INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| AMC | AMC ENTMT HLDGS INC | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CANOPY GROWTH CORPORATION | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | WORKHORSE GROUP INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $6 | 0.00% | 62 | 62 | — | $6 | 新建仓 |
| — | GAMESQUARE HLDGS INC | $8 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| LI | LI AUTO INC | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $13 | 0.00% | 2 | -2,000 | -99.9% | -$1.30万 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $13 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $13 | 0.00% | 0 | — | — | — | 申报中断 |
| — | MICROVAST HOLDINGS INC | $15 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $18 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | GUARDFORCE AI CO LTD | $18 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| — | ATOSSA THERAPEUTICS INC | $22 | 0.00% | 4 | 4 | — | $22 | 新建仓 |
| FELG | FIDELITY COVINGTON TRUST | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SFIX | STITCH FIX INC | $34 | 0.00% | 10 | -50 | -83.3% | -$170 | 减仓 |
| PRTA | PROTHENA CORP PLC | $39 | 0.00% | 4 | -6 | -60.0% | -$58 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $50 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $52 | 0.00% | 1 | -52 | -98.1% | -$2,704 | 减仓 |
| PBI | PITNEY BOWES INC | $55 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL PETE INC | $56 | 0.00% | 13 | 0 | 0.0% | — | 不变 |