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 |
|---|---|---|---|---|---|---|---|---|
| VOD | VODAFONE GROUP PLC | $57 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $62 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| EDIT | EDITAS MEDICINE INC | $62 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| — | AXE COMPUTE INC | $65 | 0.00% | 40 | 22 | 122.2% | $36 | 加仓 |
| WOLF | WOLFSPEED INC | $66 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | EVOTEC AG | $73 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| RILY | BRC GROUP HOLDINGS INC | $74 | 0.00% | 10 | -17,500 | -99.9% | -$12.95万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $77 | 0.00% | 1 | -9 | -90.0% | -$693 | 重新持有 |
| — | REKOR SYSTEMS INC | $87 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| ABCL | ABCELLERA BIOLOGICS INC | $91 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | CLOUDASTRUCTURE INC | $92 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | XORTX THERAPEUTICS INC | $92 | 0.00% | 277 | 277 | — | $92 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $118 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $120 | 0.00% | 40 | 40 | — | $120 | 新建仓 |
| — | CHARGEPOINT HOLDINGS INC | $122 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $122 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $123 | 0.00% | 3 | 3 | — | $123 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $129 | 0.00% | 2 | 2 | — | $129 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $136 | 0.00% | 15 | -7,812 | -99.8% | -$7.08万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $137 | 0.00% | 2 | -6,587 | -100.0% | -$45.12万 | 减仓 |
| — | INTELLICHECK MOBILISA INC | $140 | 0.00% | 20 | 20 | — | $140 | 新建仓 |
| EOLS | EVOLUS INC | $141 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| — | SYNERGY CHC CORP | $141 | 0.00% | 109 | 60 | 122.4% | $78 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $142 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $145 | 0.00% | 21 | -301 | -93.5% | -$2,078 | 减仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $146 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| — | MINK THERAPEUTICS INC | $148 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| — | GAMESTOP CORP NEW | $155 | 0.00% | 40 | 39 | 3,900.0% | $151 | 加仓 |
| PRGO | PERRIGO CO PLC | $162 | 0.00% | 15 | -28 | -65.1% | -$302 | 减仓 |
| XRX | XEROX HOLDINGS CORP | $162 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $164 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $167 | 0.00% | 14 | -6,517 | -99.8% | -$7.77万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $170 | 0.00% | 3 | -1,308 | -99.8% | -$7.41万 | 减仓 |
| ZLAB | ZAI LAB LTD | $170 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | INOGEN INC | $174 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EMBC | EMBECTA CORP | $177 | 0.00% | 20 | -7 | -25.9% | -$62 | 减仓 |
| INR | INFINITY NAT RES INC | $177 | 0.00% | 10 | 8 | 400.0% | $142 | 加仓 |
| BYLD | ISHARES TR | $181 | 0.00% | 8 | 8 | — | $181 | 新建仓 |
| XPER | XPERI INC | $182 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON DIGITAL H | $196 | 0.00% | 5 | 5 | — | $196 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $198 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | GLIMPSE GROUP INC | $199 | 0.00% | 385 | 0 | 0.0% | — | 不变 |
| CNDT | CONDUENT INC | $200 | 0.00% | 156 | -16 | -9.3% | -$21 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $201 | 0.00% | 4 | 4 | — | $201 | 新建仓 |
| COTY | COTY INC | $222 | 0.00% | 110 | -1,090 | -90.8% | -$2,200 | 减仓 |
| RLAY | RELAY THERAPEUTICS INC | $225 | 0.00% | 23 | -11 | -32.4% | -$108 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $225 | 0.00% | 48 | 9 | 23.1% | $42 | 加仓 |
| PLUG | PLUG PWR INC | $226 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FG | F&G ANNUITIES & LIFE INC | $228 | 0.00% | 9 | -61 | -87.1% | -$1,545 | 减仓 |
| EWU | ISHARES TR | $228 | 0.00% | 5 | 5 | — | $228 | 新建仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $235 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $239 | 0.00% | 4 | 4 | — | $239 | 新建仓 |
| GRND | GRINDR INC | $242 | 0.00% | 20 | 20 | — | $242 | 新建仓 |
| IMTX | IMMATICS N.V | $244 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $244 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | RCI HOSPITALITY HLDGS INC | $262 | 0.00% | 11 | -2 | -15.4% | -$48 | 减仓 |
| — | NANOVIRICIDES INC | $268 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| LWAY | LIFEWAY FOODS INC | $271 | 0.00% | 14 | 2 | 16.7% | $39 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $282 | 0.00% | 3 | -1,066 | -99.7% | -$10.02万 | 减仓 |
| STNE | STONECO LTD | $283 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | 374WATER INC | $284 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | NET POWER INC | $296 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $298 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | VALNEVA SE | $303 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| SMBS | SCHWAB STRATEGIC TR | $307 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $307 | 0.00% | 10 | 10 | — | $307 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $318 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $329 | 0.00% | 68 | 3 | 4.6% | $15 | 加仓 |
| Z | ZILLOW GROUP INC | $332 | 0.00% | 8 | -28 | -77.8% | -$1,162 | 减仓 |
| LAR | LITHIUM ARGENTINA AG | $334 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $337 | 0.00% | 4 | -5 | -55.6% | -$421 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $338 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | INUVO INC | $340 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $346 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| LEU | CENTRUS ENERGY CORP | $348 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| BAND | BANDWIDTH INC | $357 | 0.00% | 20 | -3 | -13.0% | -$54 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $365 | 0.00% | 3 | -158 | -98.1% | -$1.92万 | 减仓 |
| FIVN | FIVE9 INC | $380 | 0.00% | 25 | -44 | -63.8% | -$669 | 减仓 |
| BOKF | BOK FINL CORP | $385 | 0.00% | 3 | -11 | -78.6% | -$1,412 | 减仓 |
| BPOP | POPULAR INC | $403 | 0.00% | 3 | -70 | -95.9% | -$9,403 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $408 | 0.00% | 11 | -213 | -95.1% | -$7,900 | 减仓 |
| CNXC | CONCENTRIX CORP | $411 | 0.00% | 15 | -1,098 | -98.7% | -$3.01万 | 减仓 |
| KSS | KOHLS CORP | $413 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| — | MIND TECHNOLOGY INC | $418 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| PTON | PELOTON INTERACTIVE INC | $429 | 0.00% | 100 | -11 | -9.9% | -$47 | 减仓 |
| VIRT | VIRTU FINL INC | $440 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $448 | 0.00% | 8 | -1,113 | -99.3% | -$6.23万 | 减仓 |
| — | COHERUS ONCOLOGY INC | $449 | 0.00% | 266 | -3 | -1.1% | -$5 | 减仓 |
| — | DEFI TECHNOLOGIES INC | $451 | 0.00% | 815 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $462 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $463 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| CRON | CRONOS GROUP INC | $502 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $513 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $515 | 0.00% | 27 | -55 | -67.1% | -$1,049 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $518 | 0.00% | 5 | -59 | -92.2% | -$6,112 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $520 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $533 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| URA | GLOBAL X FDS | $533 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $540 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $560 | 0.00% | 12 | 0 | 0.0% | — | 不变 |