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 |
|---|---|---|---|---|---|---|---|---|
| LEN | LENNAR CORP | $12.05万 | 0.00% | 1,388 | 496 | 55.6% | $4.31万 | 加仓 |
| EQT | EQT CORP | $11.83万 | 0.00% | 1,859 | -971 | -34.3% | -$6.18万 | 减仓 |
| RGEN | REPLIGEN CORP | $11.78万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $11.76万 | 0.00% | 10,952 | -575 | -5.0% | -$6,175 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $11.74万 | 0.00% | 26,495 | 13,840 | 109.4% | $6.13万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $11.73万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $11.70万 | 0.00% | 4,074 | 16 | 0.4% | $459 | 加仓 |
| REGL | PROSHARES TR | $11.67万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEV CORP | $11.65万 | 0.00% | 472 | 1 | 0.2% | $247 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $11.64万 | 0.00% | 624 | -535 | -46.2% | -$9.98万 | 减仓 |
| WDAY | WORKDAY INC | $11.48万 | 0.00% | 884 | -623 | -41.3% | -$8.09万 | 减仓 |
| BIO | BIO RAD LABS INC | $11.46万 | 0.00% | 411 | 408 | 13,600.0% | $11.37万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $11.43万 | 0.00% | 4,485 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC | $11.36万 | 0.00% | 786 | -3,209 | -80.3% | -$46.38万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $11.35万 | 0.00% | 90 | -183 | -67.0% | -$23.08万 | 减仓 |
| BBHL | BBH TR | $11.28万 | 0.00% | 7,507 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $11.26万 | 0.00% | 973 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $11.24万 | 0.00% | 1,362 | -521 | -27.7% | -$4.30万 | 减仓 |
| STBA | S & T BANCORP INC | $11.16万 | 0.00% | 2,668 | 2,481 | 1,326.7% | $10.38万 | 重新持有 |
| FFLC | FIDELITY COVINGTON TRUST | $11.12万 | 0.00% | 2,168 | 2,168 | — | $11.12万 | 新建仓 |
| LXFR | LUXFER HLDGS PLC | $11.07万 | 0.00% | 9,087 | 9,078 | 100,866.7% | $11.06万 | 加仓 |
| EMGF | ISHARES INC | $10.87万 | 0.00% | 1,799 | 1,799 | — | $10.87万 | 新建仓 |
| — | ISHARES TR | $10.86万 | 0.00% | 1,531 | 0 | 0.0% | — | 不变 |
| LPLA | LPL FINL HLDGS INC | $10.83万 | 0.00% | 360 | 285 | 380.0% | $8.57万 | 加仓 |
| ALAB | ASTERA LABS INC | $10.77万 | 0.00% | 983 | 313 | 46.7% | $3.43万 | 加仓 |
| BMI | BADGER METER INC | $10.71万 | 0.00% | 703 | -33 | -4.5% | -$5,028 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $10.70万 | 0.00% | 8,638 | 138 | 1.6% | $1,710 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $10.62万 | 0.00% | 9,601 | -2,416 | -20.1% | -$2.67万 | 减仓 |
| VVX | V2X INC | $10.62万 | 0.00% | 1,550 | 1,549 | 154,900.0% | $10.61万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $10.50万 | 0.00% | 1,858 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $10.37万 | 0.00% | 3,039 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $10.34万 | 0.00% | 1,278 | -288 | -18.4% | -$2.33万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $10.24万 | 0.00% | 2,645 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $10.22万 | 0.00% | 4,770 | 1 | 0.0% | $21 | 加仓 |
| — | BLACKROCK ETF TRUST II | $10.17万 | 0.00% | 3,173 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $10.13万 | 0.00% | 4,147 | -1,161 | -21.9% | -$2.84万 | 减仓 |
| BCPL | BNY MELLON ETF TRUST II | $10.09万 | 0.00% | 4,068 | 4,068 | — | $10.09万 | 新建仓 |
| LRGF | ISHARES TR | $10.08万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $10.07万 | 0.00% | 671 | -417 | -38.3% | -$6.26万 | 减仓 |
| CNOB | CONNECTONE BANCORP INC | $9.84万 | 0.00% | 3,675 | 2,345 | 176.3% | $6.28万 | 加仓 |
| RBRK | RUBRIK INC. | $9.79万 | 0.00% | 2,000 | 1,989 | 18,081.8% | $9.74万 | 加仓 |
| XYZ | BLOCK INC | $9.78万 | 0.00% | 1,625 | -1,346 | -45.3% | -$8.10万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $9.74万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| PEB | PEBBLEBROOK HOTEL TR | $9.74万 | 0.00% | 7,709 | 7,561 | 5,108.8% | $9.55万 | 重新持有 |
| COO | COOPER COS INC | $9.47万 | 0.00% | 1,325 | 1,079 | 438.6% | $7.71万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $9.46万 | 0.00% | 6,585 | 78 | 1.2% | $1,120 | 加仓 |
| UFCS | UNITED FIRE GROUP INC | $9.44万 | 0.00% | 2,548 | 2,541 | 36,300.0% | $9.42万 | 加仓 |
| CBT | CABOT CORP | $9.42万 | 0.00% | 1,251 | 1,093 | 691.8% | $8.23万 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $9.38万 | 0.00% | 8,422 | 176 | 2.1% | $1,961 | 加仓 |
| HYLB | DBX ETF TR | $9.34万 | 0.00% | 2,583 | -447,698 | -99.4% | -$1,618.94万 | 减仓 |
| — | WISDOMTREE TR | $9.28万 | 0.00% | 1,399 | 4 | 0.3% | $265 | 加仓 |
| H | HYATT HOTELS CORP | $9.25万 | 0.00% | 643 | 384 | 148.3% | $5.52万 | 加仓 |
| TLTE | FLEXSHARES TR | $9.24万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $9.18万 | 0.00% | 873 | -277 | -24.1% | -$2.91万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $9.17万 | 0.00% | 398 | -1,464 | -78.6% | -$33.75万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $9.17万 | 0.00% | 633 | 72 | 12.8% | $1.04万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $9.15万 | 0.00% | 1,533 | 1,533 | — | $9.15万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $9.03万 | 0.00% | 1,386 | -194 | -12.3% | -$1.26万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $8.97万 | 0.00% | 1,082 | 1,055 | 3,907.4% | $8.74万 | 加仓 |
| NU | NU HLDGS LTD | $8.95万 | 0.00% | 6,227 | 2,640 | 73.6% | $3.79万 | 加仓 |
| FELE | FRANKLIN ELEC INC | $8.92万 | 0.00% | 968 | 967 | 96,700.0% | $8.91万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $8.91万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $8.88万 | 0.00% | 699 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $8.88万 | 0.00% | 5,905 | -4,583 | -43.7% | -$6.89万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $8.86万 | 0.00% | 800 | -83 | -9.4% | -$9,195 | 减仓 |
| DTM | DT MIDSTREAM INC | $8.85万 | 0.00% | 657 | -355 | -35.1% | -$4.78万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $8.73万 | 0.00% | 2,001 | 2,001 | — | $8.73万 | 新建仓 |
| AIN | ALBANY INTL CORP | $8.73万 | 0.00% | 1,672 | 1,623 | 3,312.2% | $8.47万 | 重新持有 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $8.73万 | 0.00% | 2,375 | 1,039 | 77.8% | $3.82万 | 加仓 |
| MTZ | MASTEC INC | $8.69万 | 0.00% | 270 | -270 | -50.0% | -$8.69万 | 减仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $8.66万 | 0.00% | 1,267 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $8.65万 | 0.00% | 2,437 | -512 | -17.4% | -$1.82万 | 减仓 |
| MLPX | GLOBAL X FDS | $8.64万 | 0.00% | 1,168 | 361 | 44.7% | $2.67万 | 加仓 |
| DEO | DIAGEO PLC | $8.62万 | 0.00% | 1,158 | -1,446 | -55.5% | -$10.77万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $8.62万 | 0.00% | 3,646 | 3,577 | 5,184.1% | $8.46万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $8.62万 | 0.00% | 203 | -679 | -77.0% | -$28.84万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $8.61万 | 0.00% | 369 | 324 | 720.0% | $7.56万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.54万 | 0.00% | 2,924 | 2,924 | — | $8.54万 | 新建仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $8.54万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $8.53万 | 0.00% | 2,358 | -719 | -23.4% | -$2.60万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $8.51万 | 0.00% | 759 | 2 | 0.3% | $224 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $8.49万 | 0.00% | 823 | -9,144 | -91.7% | -$94.30万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8.40万 | 0.00% | 3,974 | -2,225 | -35.9% | -$4.71万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $8.38万 | 0.00% | 1,680 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $8.36万 | 0.00% | 596 | -375 | -38.6% | -$5.26万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $8.18万 | 0.00% | 379 | -199 | -34.4% | -$4.30万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $8.08万 | 0.00% | 236 | 51 | 27.6% | $1.75万 | 加仓 |
| PATH | UIPATH INC | $8.05万 | 0.00% | 7,249 | -3,396 | -31.9% | -$3.77万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $8.03万 | 0.00% | 429 | -710 | -62.3% | -$13.30万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $8.01万 | 0.00% | 459 | -607 | -56.9% | -$10.60万 | 减仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $7.92万 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $7.92万 | 0.00% | 1,963 | -158,549 | -98.8% | -$639.59万 | 减仓 |
| GPN | GLOBAL PMTS INC | $7.92万 | 0.00% | 1,176 | -699 | -37.3% | -$4.71万 | 减仓 |
| NVR | NVR INC | $7.91万 | 0.00% | 12 | 5 | 71.4% | $3.29万 | 加仓 |
| TY | TRI CONTL CORP | $7.90万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| FSMD | FIDELITY COVINGTON TRUST | $7.88万 | 0.00% | 1,762 | 1,762 | — | $7.88万 | 新建仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $7.87万 | 0.00% | 1,580 | 47 | 3.1% | $2,342 | 加仓 |
| OXM | OXFORD INDS INC | $7.85万 | 0.00% | 2,039 | 2,034 | 40,680.0% | $7.83万 | 重新持有 |
| WRB | BERKLEY W R CORP | $7.85万 | 0.00% | 1,184 | -307 | -20.6% | -$2.03万 | 减仓 |
| NSP | INSPERITY INC | $7.84万 | 0.00% | 2,900 | 1,648 | 131.6% | $4.46万 | 加仓 |