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 |
|---|---|---|---|---|---|---|---|---|
| — | CHARGEPOINT HOLDINGS INC | $122 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $122 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| ABSI | ABSCI CORPORATION | $120 | 0.00% | 40 | 40 | — | $120 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $118 | 0.00% | 2 | 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 |
| ABCL | ABCELLERA BIOLOGICS INC | $91 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | REKOR SYSTEMS INC | $87 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $77 | 0.00% | 1 | -9 | -90.0% | -$693 | 重新持有 |
| RILY | BRC GROUP HOLDINGS INC | $74 | 0.00% | 10 | -17,500 | -99.9% | -$12.95万 | 减仓 |
| — | EVOTEC AG | $73 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| WOLF | WOLFSPEED INC | $66 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | AXE COMPUTE INC | $65 | 0.00% | 40 | 22 | 122.2% | $36 | 加仓 |
| 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 |
| VOD | VODAFONE GROUP PLC | $57 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | IMPERIAL PETE INC | $56 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PBI | PITNEY BOWES INC | $55 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| GRAL | GRAIL INC | $52 | 0.00% | 1 | -52 | -98.1% | -$2,704 | 减仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $50 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| PRTA | PROTHENA CORP PLC | $39 | 0.00% | 4 | -6 | -60.0% | -$58 | 减仓 |
| SFIX | STITCH FIX INC | $34 | 0.00% | 10 | -50 | -83.3% | -$170 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $28 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | ATOSSA THERAPEUTICS INC | $22 | 0.00% | 4 | 4 | — | $22 | 新建仓 |
| 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 |
| — | MICROVAST HOLDINGS INC | $15 | 0.00% | 10 | 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 |
| LI | LI AUTO INC | $9 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | GAMESQUARE HLDGS INC | $8 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | XEROX HOLDINGS CORP | $6 | 0.00% | 62 | 62 | — | $6 | 新建仓 |
| — | WORKHORSE GROUP INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DOUGLAS ELLIMAN INC | $4 | 0.00% | 2 | 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 |
| — | 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 |
| — | AMAZE HOLDINGS INC | $0 | 0.00% | 1 | 1 | — | $0 | 新建仓 |
| SHYG | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QQQ | INVESCO QQQ TR 看跌期权 | $0 | 0.00% | 0 | -4,200 | -100.0% | -$258.01万 | 清仓 |
| HAP | VANECK ETF TRUST | $0 | 0.00% | 0 | -40,732 | -100.0% | -$244.96万 | 清仓 |
| — | MIDDLEFIELD BANC CORP | $0 | 0.00% | 0 | -34,684 | -100.0% | -$119.80万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,039 | -100.0% | -$92.65万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -5,741 | -100.0% | -$58.31万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -2,677 | -100.0% | -$57.08万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -6,218 | -100.0% | -$54.05万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,327 | -100.0% | -$41.28万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -8,228 | -100.0% | -$41.18万 | 清仓 |
| ESTC | ELASTIC N V | $0 | 0.00% | 0 | -5,412 | -100.0% | -$40.83万 | 清仓 |
| LYFT | LYFT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NEW GOLD INC CDA | $0 | 0.00% | 0 | -39,300 | -100.0% | -$34.23万 | 清仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -8,293 | -100.0% | -$27.89万 | 清仓 |
| — | SPOTIFY USA INC | $0 | 0.00% | 0 | -225,000 | -100.0% | -$25.54万 | 清仓 |
| JBBB | JANUS DETROIT STR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -8,052 | -100.0% | -$24.35万 | 清仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $0 | 0.00% | 0 | -15,525 | -100.0% | -$23.82万 | 清仓 |
| DFGP | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -4,224 | -100.0% | -$22.84万 | 清仓 |
| — | RGC RES INC | $0 | 0.00% | 0 | -10,304 | -100.0% | -$21.95万 | 清仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTSX | WISDOMTREE TR | $0 | 0.00% | 0 | -3,714 | -100.0% | -$20.36万 | 清仓 |
| PLMR | PALOMAR HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AXTI | AXT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | WESTERN ASSET HIGH INCOM FD | $0 | 0.00% | 0 | -39,054 | -100.0% | -$16.25万 | 清仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $0 | 0.00% | 0 | -16,153 | -100.0% | -$16.01万 | 清仓 |
| IMO | IMPERIAL OIL LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CGGR | CAPITAL GROUP GROWTH ETF | $0 | 0.00% | 0 | -3,440 | -100.0% | -$15.30万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGM | FEDERAL AGRIC MTG CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HURN | HURON CONSULTING GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LGN | LEGENCE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIRK | BIRKENSTOCK HOLDING PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LAUR | LAUREATE EDUCATION INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALKT | ALKAMI TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTDR | FRONTDOOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DORM | DORMAN PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STEP | STEPSTONE GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNEX | STONEX GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFBC | PREFERRED BK LOS ANGELES CA | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IBEX | IBEX LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GPRE | GREEN PLAINS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPWK | UPWORK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ALLSPRING INCOME OPPORTUNIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |