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 |
|---|---|---|---|---|---|---|---|---|
| MARA | MARA HOLDINGS INC | $9,907 | 0.00% | 1,214 | -249 | -17.0% | -$2,032 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $9,896 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $9,835 | 0.00% | 170 | -1,246 | -88.0% | -$7.21万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $9,775 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $9,712 | 0.00% | 48 | -74 | -60.7% | -$1.50万 | 减仓 |
| GAP | GAP INC | $9,656 | 0.00% | 399 | -1,016 | -71.8% | -$2.46万 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $9,615 | 0.00% | 100 | 100 | — | $9,615 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $9,459 | 0.00% | 59 | -457 | -88.6% | -$7.33万 | 减仓 |
| ENSG | ENSIGN GROUP INC | $9,269 | 0.00% | 46 | -336 | -88.0% | -$6.77万 | 减仓 |
| IEZ | ISHARES TR | $9,246 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $9,208 | 0.00% | 173 | -36 | -17.2% | -$1,916 | 重新持有 |
| GMAB | GENMAB A/S | $9,203 | 0.00% | 343 | -334 | -49.3% | -$8,962 | 减仓 |
| EVRG | EVERGY INC | $9,176 | 0.00% | 112 | -749 | -87.0% | -$6.14万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $9,132 | 0.00% | 171 | -465 | -73.1% | -$2.48万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $9,130 | 0.00% | 1,000 | -3,602 | -78.3% | -$3.29万 | 减仓 |
| RRC | RANGE RES CORP | $9,051 | 0.00% | 200 | -851 | -81.0% | -$3.85万 | 减仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $9,038 | 0.00% | 152 | 152 | — | $9,038 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $8,995 | 0.00% | 196 | -344 | -63.7% | -$1.58万 | 减仓 |
| — | ETF SER SOLUTIONS | $8,990 | 0.00% | 1,000 | 690 | 222.6% | $6,203 | 加仓 |
| CALX | CALIX INC | $8,966 | 0.00% | 183 | -2,236 | -92.4% | -$10.96万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $8,954 | 0.00% | 37 | -187 | -83.5% | -$4.53万 | 减仓 |
| — | TIDAL TRUST I | $8,923 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| VOOV | VANGUARD ADMIRAL FDS INC | $8,907 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $8,788 | 0.00% | 4 | -33 | -89.2% | -$7.25万 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $8,761 | 0.00% | 61 | -1,282 | -95.5% | -$18.41万 | 减仓 |
| L | LOEWS CORP | $8,753 | 0.00% | 82 | -450 | -84.6% | -$4.80万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $8,743 | 0.00% | 350 | -445,123 | -99.9% | -$1,111.92万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $8,743 | 0.00% | 287 | 0 | 0.0% | — | 不变 |
| GMED | GLOBUS MED INC | $8,703 | 0.00% | 101 | -637 | -86.3% | -$5.49万 | 减仓 |
| KWEB | KRANESHARES TRUST | $8,700 | 0.00% | 306 | 306 | — | $8,700 | 新建仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $8,689 | 0.00% | 366 | -3 | -0.8% | -$71 | 减仓 |
| P | EVERPURE INC | $8,679 | 0.00% | 147 | -1,093 | -88.1% | -$6.45万 | 减仓 |
| — | CITROTECH INC | $8,630 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $8,618 | 0.00% | 282 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $8,614 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $8,589 | 0.00% | 199 | -1,611 | -89.0% | -$6.95万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $8,514 | 0.00% | 210 | 100 | 90.9% | $4,054 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $8,508 | 0.00% | 382 | -673 | -63.8% | -$1.50万 | 减仓 |
| — | KRANESHARES TRUST | $8,507 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC | $8,497 | 0.00% | 170 | -139 | -45.0% | -$6,948 | 减仓 |
| PICK | ISHARES INC | $8,489 | 0.00% | 150 | 150 | — | $8,489 | 新建仓 |
| NZF | NUVEEN MUN CR INCOME FD | $8,441 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $8,301 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $8,298 | 0.00% | 103 | -565 | -84.6% | -$4.55万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $8,296 | 0.00% | 160 | -268 | -62.6% | -$1.39万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $8,291 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $8,278 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| HRI | HERC HLDGS INC | $8,263 | 0.00% | 83 | 28 | 50.9% | $2,788 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $8,196 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $8,171 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $8,153 | 0.00% | 217 | -1,643 | -88.3% | -$6.17万 | 减仓 |
| XSD | SPDR SERIES TRUST | $8,153 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $8,127 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| SDCI | USCF ETF TR | $8,036 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| SILJ | AMPLIFY ETF TR | $8,025 | 0.00% | 270 | 270 | — | $8,025 | 新建仓 |
| JD | JD.COM INC | $7,925 | 0.00% | 268 | 253 | 1,686.7% | $7,481 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $7,877 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $7,853 | 0.00% | 79 | -788 | -90.9% | -$7.83万 | 减仓 |
| ICLN | ISHARES TR | $7,853 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $7,844 | 0.00% | 80 | -266 | -76.9% | -$2.61万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $7,823 | 0.00% | 96 | -1,162 | -92.4% | -$9.47万 | 减仓 |
| — | GOSSAMER BIO INC | $7,737 | 0.00% | 23,550 | -117 | -0.5% | -$38 | 减仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $7,734 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $7,729 | 0.00% | 22 | -631 | -96.6% | -$22.17万 | 减仓 |
| CMTG | CLAROS MTG TR INC | $7,602 | 0.00% | 3,194 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $7,575 | 0.00% | 413 | -10,402 | -96.2% | -$19.08万 | 减仓 |
| CPAY | CORPAY INC | $7,566 | 0.00% | 26 | -161 | -86.1% | -$4.69万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $7,537 | 0.00% | 125 | -1,544 | -92.5% | -$9.31万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $7,486 | 0.00% | 42 | 42 | — | $7,486 | 新建仓 |
| BCD | ABRDN ETFS | $7,335 | 0.00% | 205 | 205 | — | $7,335 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $7,322 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE PRICE ETF INC | $7,298 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $7,287 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SNAP | SNAP INC | $7,273 | 0.00% | 1,581 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $7,239 | 0.00% | 91 | 34 | 59.6% | $2,705 | 加仓 |
| TEM | TEMPUS AI INC | $7,236 | 0.00% | 160 | -6 | -3.6% | -$271 | 减仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $7,231 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $7,158 | 0.00% | 35 | -334 | -90.5% | -$6.83万 | 减仓 |
| BG | BUNGE GLOBAL SA | $7,124 | 0.00% | 56 | -454 | -89.0% | -$5.78万 | 减仓 |
| BFLY | BUTTERFLY NETWORK INC | $7,070 | 0.00% | 1,750 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $7,002 | 0.00% | 52 | -1,625 | -96.9% | -$21.88万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $6,963 | 0.00% | 150 | -366 | -70.9% | -$1.70万 | 减仓 |
| LII | LENNOX INTL INC | $6,962 | 0.00% | 15 | -91 | -85.8% | -$4.22万 | 减仓 |
| SMP | STANDARD MTR PRODS INC | $6,948 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6,845 | 0.00% | 366 | -1,241 | -77.2% | -$2.32万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $6,839 | 0.00% | 56 | -292 | -83.9% | -$3.57万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $6,835 | 0.00% | 109 | -44 | -28.8% | -$2,759 | 减仓 |
| CHDN | CHURCHILL DOWNS INC | $6,828 | 0.00% | 76 | -21 | -21.6% | -$1,887 | 减仓 |
| SDRL | SEADRILL LTD | $6,825 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $6,810 | 0.00% | 35 | -449 | -92.8% | -$8.74万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $6,788 | 0.00% | 88 | -292 | -76.8% | -$2.25万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $6,750 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| FUBO | FUBOTV INC | $6,698 | 0.00% | 708 | 708 | — | $6,698 | 新建仓 |
| NTES | NETEASE COM INC | $6,605 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $6,591 | 0.00% | 100 | -570 | -85.1% | -$3.76万 | 减仓 |
| APA | APA CORPORATION | $6,494 | 0.00% | 153 | -782 | -83.6% | -$3.32万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $6,491 | 0.00% | 610 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $6,474 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $6,456 | 0.00% | 182 | -1,483 | -89.1% | -$5.26万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,349 | 0.00% | 61 | 61 | — | $6,349 | 新建仓 |