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 |
|---|---|---|---|---|---|---|---|---|
| IHAK | ISHARES TR | $7.79万 | 0.00% | 1,784 | 647 | 56.9% | $2.82万 | 加仓 |
| — | ELECTRONIC ARTS INC | $7.76万 | 0.00% | 380 | -652 | -63.2% | -$13.31万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $7.74万 | 0.00% | 370 | -135 | -26.7% | -$2.82万 | 减仓 |
| VALE | VALE S A | $7.70万 | 0.00% | 4,837 | 4,137 | 591.0% | $6.58万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $7.67万 | 0.00% | 1,326 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $7.67万 | 0.00% | 449 | -136 | -23.2% | -$2.32万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $7.64万 | 0.00% | 2,357 | 2,357 | — | $7.64万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $7.63万 | 0.00% | 1,188 | 1,176 | 9,800.0% | $7.55万 | 加仓 |
| WCC | WESCO INTL INC | $7.61万 | 0.00% | 278 | -201 | -42.0% | -$5.50万 | 减仓 |
| VST | VISTRA CORP | $7.59万 | 0.00% | 505 | -732 | -59.2% | -$11.00万 | 减仓 |
| TRMB | TRIMBLE INC | $7.58万 | 0.00% | 1,162 | -552 | -32.2% | -$3.60万 | 减仓 |
| CDRE | CADRE HLDGS INC | $7.57万 | 0.00% | 2,469 | 2,465 | 61,625.0% | $7.56万 | 重新持有 |
| BOTZ | GLOBAL X FDS | $7.52万 | 0.00% | 2,263 | 971 | 75.2% | $3.23万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $7.51万 | 0.00% | 5,348 | 2,081 | 63.7% | $2.92万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $7.47万 | 0.00% | 2,315 | 2,315 | — | $7.47万 | 新建仓 |
| DON | WISDOMTREE TR | $7.45万 | 0.00% | 1,419 | 2 | 0.1% | $105 | 加仓 |
| IXG | ISHARES TR | $7.41万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $7.20万 | 0.00% | 3,368 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $7.16万 | 0.00% | 285 | -469 | -62.2% | -$11.78万 | 减仓 |
| PSA | PUBLIC STORAGE OPER CO | $7.10万 | 0.00% | 262 | -483 | -64.8% | -$13.08万 | 减仓 |
| FFIV | F5 INC | $7.06万 | 0.00% | 244 | -129 | -34.6% | -$3.73万 | 减仓 |
| MTH | MERITAGE HOMES CORP | $7.04万 | 0.00% | 1,139 | 1,073 | 1,625.8% | $6.64万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $7.02万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $6.93万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $6.93万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY ETF TR | $6.92万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $6.89万 | 0.00% | 16,713 | -35 | -0.2% | -$144 | 减仓 |
| IQLT | ISHARES TR | $6.87万 | 0.00% | 1,485 | 1,485 | — | $6.87万 | 新建仓 |
| — | INVESCO GALAXY BITCOIN ETF | $6.75万 | 0.00% | 1,000 | 500 | 100.0% | $3.37万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $6.73万 | 0.00% | 2,623 | 23 | 0.9% | $590 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $6.70万 | 0.00% | 1,875 | 482 | 34.6% | $1.72万 | 加仓 |
| GLPI | GAMING & LEISURE P | $6.68万 | 0.00% | 1,505 | -82 | -5.2% | -$3,638 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $6.57万 | 0.00% | 2,679 | 2,679 | — | $6.57万 | 新建仓 |
| IREN | IREN LIMITED | $6.46万 | 0.00% | 1,884 | 81 | 4.5% | $2,777 | 加仓 |
| ITT | ITT INC | $6.45万 | 0.00% | 339 | -1,573 | -82.3% | -$29.94万 | 减仓 |
| IYC | ISHARES TR | $6.35万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| TTEK | TETRA TECH INC NEW | $6.25万 | 0.00% | 2,075 | -1,221 | -37.0% | -$3.68万 | 减仓 |
| DGS | WISDOMTREE TR | $6.19万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.06万 | 0.00% | 1,221 | 419 | 52.2% | $2.08万 | 加仓 |
| NWL | NEWELL BRANDS INC | $6.04万 | 0.00% | 17,603 | 4,212 | 31.5% | $1.44万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $6.00万 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| DIVO | AMPLIFY ETF TR | $5.90万 | 0.00% | 1,316 | 1,086 | 472.2% | $4.87万 | 加仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $5.89万 | 0.00% | 1,022 | 2 | 0.2% | $115 | 加仓 |
| EXP | EAGLE MATLS INC | $5.89万 | 0.00% | 311 | 179 | 135.6% | $3.39万 | 加仓 |
| NGG | NATIONAL GRID PLC | $5.87万 | 0.00% | 694 | 0 | 0.0% | — | 不变 |
| NN | NEXTNAV INC | $5.82万 | 0.00% | 3,632 | 0 | 0.0% | — | 不变 |
| MOAT | VANECK ETF TRUST | $5.80万 | 0.00% | 600 | -50 | -7.7% | -$4,835 | 减仓 |
| EXPO | EXPONENT INC | $5.80万 | 0.00% | 889 | -210 | -19.1% | -$1.37万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $5.79万 | 0.00% | 520 | -1,264 | -70.9% | -$14.08万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $5.77万 | 0.00% | 1,073 | 0 | 0.0% | — | 不变 |
| FDIS | FIDELITY COVINGTON TRUST | $5.76万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT INC | $5.74万 | 0.00% | 235 | -35 | -13.0% | -$8,544 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $5.70万 | 0.00% | 2,551 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $5.63万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $5.62万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $5.61万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IBHF | ISHARES TR | $5.60万 | 0.00% | 2,440 | 0 | 0.0% | — | 不变 |
| SIL | GLOBAL X FDS | $5.59万 | 0.00% | 621 | 90 | 16.9% | $8,107 | 加仓 |
| SHE | SPDR SERIES TRUST | $5.59万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| IYE | ISHARES TR | $5.58万 | 0.00% | 861 | 4 | 0.5% | $259 | 加仓 |
| DASH | DOORDASH INC | $5.57万 | 0.00% | 371 | -988 | -72.7% | -$14.83万 | 减仓 |
| IEUR | ISHARES TR | $5.55万 | 0.00% | 789 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $5.53万 | 0.00% | 945 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $5.48万 | 0.00% | 608 | 573 | 1,637.1% | $5.16万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $5.39万 | 0.00% | 1,781 | 1,596 | 862.7% | $4.83万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $5.39万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.34万 | 0.00% | 1,996 | 0 | 0.0% | — | 不变 |
| HCKT | HACKETT GROUP INC | $5.33万 | 0.00% | 4,094 | 3,708 | 960.6% | $4.82万 | 重新持有 |
| SYM | SYMBOTIC INC | $5.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $5.27万 | 0.00% | 3,657 | 3,499 | 2,214.6% | $5.05万 | 重新持有 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.27万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $5.24万 | 0.00% | 834 | -3,663 | -81.5% | -$23.00万 | 减仓 |
| CCL | CARNIVAL CORP | $5.21万 | 0.00% | 2,015 | -1,620 | -44.6% | -$4.19万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $5.20万 | 0.00% | 706 | -975 | -58.0% | -$7.18万 | 减仓 |
| INFQ | INFLEQTION INC | $5.19万 | 0.00% | 5,295 | 5,295 | — | $5.19万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $5.15万 | 0.00% | 3,246 | 365 | 12.7% | $5,796 | 加仓 |
| IR | INGERSOLL RAND INC | $5.12万 | 0.00% | 639 | -1,035 | -61.8% | -$8.29万 | 减仓 |
| FLOT | ISHARES TR | $5.10万 | 0.00% | 1,002 | 1,002 | — | $5.10万 | 新建仓 |
| PRM | PERIMETER SOLUTIONS INC | $5.09万 | 0.00% | 2,086 | 1,622 | 349.6% | $3.96万 | 加仓 |
| — | GRANITESHARES ETF TR | $5.05万 | 0.00% | 4,375 | -3,461 | -44.2% | -$4.00万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $5.01万 | 0.00% | 608 | 142 | 30.5% | $1.17万 | 加仓 |
| ATR | APTARGROUP INC | $4.99万 | 0.00% | 396 | -239 | -37.6% | -$3.01万 | 减仓 |
| VTRS | VIATRIS INC | $4.98万 | 0.00% | 3,688 | -42 | -1.1% | -$567 | 减仓 |
| MAS | MASCO CORP | $4.91万 | 0.00% | 814 | -531 | -39.5% | -$3.20万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $4.88万 | 0.00% | 1,693 | 1,693 | — | $4.88万 | 新建仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $4.84万 | 0.00% | 678 | -3,512 | -83.8% | -$25.07万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $4.82万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | NACCO INDS INC | $4.79万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HOLD | $4.78万 | 0.00% | 368 | -373 | -50.3% | -$4.84万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $4.77万 | 0.00% | 2,097 | -247,253 | -99.2% | -$563.00万 | 减仓 |
| NXT | NEXTPOWER INC | $4.76万 | 0.00% | 395 | -2,882 | -87.9% | -$34.74万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $4.76万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.75万 | 0.00% | 729 | 729 | — | $4.75万 | 新建仓 |
| TM | TOYOTA MOTOR CORP | $4.74万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| AVNT | AVIENT CORPORATION | $4.70万 | 0.00% | 1,295 | -3,422 | -72.5% | -$12.42万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4.70万 | 0.00% | 1,104 | -422 | -27.7% | -$1.80万 | 减仓 |
| EMN | EASTMAN CHEM CO | $4.68万 | 0.00% | 613 | -93 | -13.2% | -$7,098 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $4.65万 | 0.00% | 1,090 | 1,089 | 108,900.0% | $4.65万 | 加仓 |
| STIP | ISHARES TR | $4.57万 | 0.00% | 442 | 242 | 121.0% | $2.50万 | 加仓 |
| GT | GOODYEAR TIRE & RUBR CO | $4.55万 | 0.00% | 6,869 | -778 | -10.2% | -$5,158 | 减仓 |