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 |
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TR | $666.22万 | 0.06% | 44,001 | 9,439 | 27.3% | $142.92万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $647.23万 | 0.06% | 139,310 | 19,096 | 15.9% | $88.72万 | 加仓 |
| ESML | ISHARES TR | $644.45万 | 0.06% | 137,059 | 135,120 | 6,968.5% | $635.33万 | 加仓 |
| C | CITIGROUP INC | $639.22万 | 0.06% | 56,364 | 25,420 | 82.1% | $288.29万 | 加仓 |
| IWP | ISHARES TR | $632.20万 | 0.06% | 49,344 | -1,504 | -3.0% | -$19.27万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $632.08万 | 0.06% | 350,765 | 4,778 | 1.4% | $8.61万 | 加仓 |
| TFC | TRUIST FINL CORP | $630.27万 | 0.06% | 137,104 | 7,207 | 5.5% | $33.13万 | 加仓 |
| INTC | INTEL CORP | $627.66万 | 0.06% | 142,230 | -1,648 | -1.1% | -$7.27万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $623.00万 | 0.06% | 70,237 | 9,282 | 15.2% | $82.33万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $610.39万 | 0.06% | 46,616 | 1,207 | 2.7% | $15.80万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $602.17万 | 0.06% | 292,485 | 2,444 | 0.8% | $5.03万 | 加仓 |
| MS | MORGAN STANLEY | $599.20万 | 0.05% | 36,410 | -4,946 | -12.0% | -$81.40万 | 减仓 |
| OKTA | OKTA INC | $588.97万 | 0.05% | 74,828 | 70,869 | 1,790.1% | $557.81万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $585.73万 | 0.05% | 160,081 | 2,721 | 1.7% | $9.96万 | 加仓 |
| IUSG | ISHARES TR | $570.40万 | 0.05% | 36,774 | 24,600 | 202.1% | $381.57万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $569.38万 | 0.05% | 195,463 | -12,970 | -6.2% | -$37.78万 | 减仓 |
| GLW | CORNING INC | $564.26万 | 0.05% | 41,499 | 1,531 | 3.8% | $20.82万 | 加仓 |
| DMXF | ISHARES TR | $562.21万 | 0.05% | 74,514 | 74,514 | — | $562.21万 | 新建仓 |
| DFUS | DIMENSIONAL ETF TRUST | $556.38万 | 0.05% | 78,463 | -426 | -0.5% | -$3.02万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $551.55万 | 0.05% | 207,974 | 205,846 | 9,673.2% | $545.90万 | 加仓 |
| VHT | VANGUARD WORLD FD | $547.97万 | 0.05% | 20,121 | 659 | 3.4% | $17.95万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $546.88万 | 0.05% | 26,281 | -1,323 | -4.8% | -$27.53万 | 减仓 |
| AOA | ISHARES TR | $544.77万 | 0.05% | 61,562 | -406 | -0.7% | -$3.59万 | 减仓 |
| SYK | STRYKER CORPORATION | $543.59万 | 0.05% | 16,543 | -3,378 | -17.0% | -$111.00万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $531.70万 | 0.05% | 150,028 | 131 | 0.1% | $4,643 | 加仓 |
| NVS | NOVARTIS AG | $530.48万 | 0.05% | 34,728 | 15,598 | 81.5% | $238.26万 | 加仓 |
| SPGI | S&P GLOBAL INC | $528.99万 | 0.05% | 12,436 | -636 | -4.9% | -$27.05万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $527.97万 | 0.05% | 156,809 | 341 | 0.2% | $1.15万 | 加仓 |
| ADBE | ADOBE INC | $523.93万 | 0.05% | 21,554 | -13,359 | -38.3% | -$324.73万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $523.19万 | 0.05% | 69,105 | 29,967 | 76.6% | $226.88万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $510.53万 | 0.05% | 41,581 | -4,403 | -9.6% | -$54.06万 | 减仓 |
| — | TIDAL TRUST III | $510.36万 | 0.05% | 105,534 | -5 | -0.0% | -$242 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $509.90万 | 0.05% | 107,303 | 99,290 | 1,239.1% | $471.83万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $499.78万 | 0.05% | 99,557 | 9,122 | 10.1% | $45.79万 | 加仓 |
| CB | CHUBB LTD SWITZ | $495.02万 | 0.05% | 15,188 | -500 | -3.2% | -$16.30万 | 减仓 |
| NEM | NEWMONT CORP | $490.51万 | 0.04% | 45,312 | 11,973 | 35.9% | $129.61万 | 加仓 |
| IEI | ISHARES TR | $489.11万 | 0.04% | 41,240 | -3,047 | -6.9% | -$36.14万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $481.18万 | 0.04% | 43,557 | 4,416 | 11.3% | $48.78万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $478.75万 | 0.04% | 96,971 | 13,258 | 15.8% | $65.45万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $473.33万 | 0.04% | 55,536 | 11,445 | 26.0% | $97.55万 | 加仓 |
| CSX | CSX CORP | $470.91万 | 0.04% | 114,717 | 13,436 | 13.3% | $55.15万 | 加仓 |
| IGV | ISHARES TR | $464.76万 | 0.04% | 58,059 | 33,786 | 139.2% | $270.46万 | 加仓 |
| NOBL | PROSHARES TR | $460.30万 | 0.04% | 43,420 | 704 | 1.6% | $7.46万 | 加仓 |
| FNDB | SCHWAB STRATEGIC TR | $459.53万 | 0.04% | 168,947 | 168,947 | — | $459.53万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $455.63万 | 0.04% | 118,593 | 53,176 | 81.3% | $204.30万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $453.24万 | 0.04% | 61,123 | -491 | -0.8% | -$3.64万 | 减仓 |
| ADI | ANALOG DEVICES INC | $452.07万 | 0.04% | 14,210 | -1,720 | -10.8% | -$54.72万 | 减仓 |
| QFLR | INNOVATOR ETFS TRUST | $450.78万 | 0.04% | 135,370 | 4,252 | 3.2% | $14.16万 | 加仓 |
| SO | SOUTHERN CO | $449.20万 | 0.04% | 46,540 | -10,740 | -18.8% | -$103.66万 | 减仓 |
| BA | BOEING CO | $443.64万 | 0.04% | 22,290 | 893 | 4.2% | $17.77万 | 加仓 |
| CME | CME GROUP INC | $440.60万 | 0.04% | 14,918 | -213 | -1.4% | -$6.29万 | 减仓 |
| GM | GENERAL MTRS CO | $436.86万 | 0.04% | 58,640 | 32,937 | 128.1% | $245.38万 | 加仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $436.21万 | 0.04% | 7,300 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $426.51万 | 0.04% | 4,435 | -67 | -1.5% | -$6.44万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $425.67万 | 0.04% | 166,019 | 58,314 | 54.1% | $149.52万 | 加仓 |
| ITM | VANECK ETF TRUST | $423.48万 | 0.04% | 91,208 | 244 | 0.3% | $1.13万 | 加仓 |
| COP | CONOCOPHILLIPS | $423.25万 | 0.04% | 32,065 | 7,238 | 29.2% | $95.54万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $407.28万 | 0.04% | 23,600 | -412 | -1.7% | -$7.11万 | 减仓 |
| IGF | ISHARES TR | $405.75万 | 0.04% | 60,560 | -6,307 | -9.4% | -$42.26万 | 减仓 |
| MMM | 3M CO | $401.77万 | 0.04% | 27,664 | -2,019 | -6.8% | -$29.32万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $400.10万 | 0.04% | 13,913 | 577 | 4.3% | $16.59万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $394.94万 | 0.04% | 18,179 | -1,708 | -8.6% | -$37.11万 | 减仓 |
| HAS | HASBRO INC | $393.80万 | 0.04% | 42,072 | 33,870 | 412.9% | $317.03万 | 加仓 |
| IBDW | ISHARES TR | $389.96万 | 0.04% | 186,315 | 113 | 0.1% | $2,365 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $383.02万 | 0.03% | 37,870 | 13,690 | 56.6% | $138.46万 | 加仓 |
| SUB | ISHARES TR | $381.49万 | 0.03% | 35,821 | 2,902 | 8.8% | $30.91万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $381.32万 | 0.03% | 14,092 | -3,250 | -18.7% | -$87.94万 | 减仓 |
| RWR | SPDR SERIES TRUST | $379.81万 | 0.03% | 37,616 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $379.20万 | 0.03% | 44,908 | 41,355 | 1,163.9% | $349.20万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $377.02万 | 0.03% | 82,193 | 81,793 | 20,448.2% | $375.18万 | 加仓 |
| AON | AON PLC | $369.39万 | 0.03% | 11,444 | 906 | 8.6% | $29.24万 | 加仓 |
| SHEL | SHELL PLC | $369.03万 | 0.03% | 39,680 | 16,675 | 72.5% | $155.08万 | 加仓 |
| NKE | NIKE INC | $366.67万 | 0.03% | 69,420 | 12,472 | 21.9% | $65.88万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $364.77万 | 0.03% | 8,405 | 54 | 0.6% | $2.34万 | 加仓 |
| IJK | ISHARES TR | $363.30万 | 0.03% | 36,106 | -287 | -0.8% | -$2.89万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $352.75万 | 0.03% | 180,619 | -34,484 | -16.0% | -$67.35万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $349.08万 | 0.03% | 92,251 | -974 | -1.0% | -$3.69万 | 减仓 |
| LIN | LINDE PLC | $347.14万 | 0.03% | 7,002 | -1,002 | -12.5% | -$49.68万 | 减仓 |
| MKL | MARKEL GROUP INC | $343.19万 | 0.03% | 1,793 | -64 | -3.4% | -$12.25万 | 减仓 |
| NOW | SERVICENOW INC | $342.14万 | 0.03% | 32,725 | -74,122 | -69.4% | -$774.94万 | 减仓 |
| — | NEOS ETF TRUST | $342.05万 | 0.03% | 66,742 | 914 | 1.4% | $4.68万 | 加仓 |
| TFSL | TFS FINL CORP | $340.07万 | 0.03% | 242,040 | -5,181 | -2.1% | -$7.28万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $339.23万 | 0.03% | 79,801 | -3,980 | -4.8% | -$16.92万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $338.81万 | 0.03% | 216,491 | 7,677 | 3.7% | $12.01万 | 加仓 |
| CMI | CUMMINS INC | $337.44万 | 0.03% | 6,272 | -238 | -3.7% | -$12.80万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $335.82万 | 0.03% | 15,506 | -1,107 | -6.7% | -$23.97万 | 减仓 |
| AHRT | AH RLTY TR INC | $326.71万 | 0.03% | 594,021 | -53,724 | -8.3% | -$29.55万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $322.94万 | 0.03% | 150,274 | 23 | 0.0% | $494 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $320.90万 | 0.03% | 66,219 | -8,329 | -11.2% | -$40.36万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $317.86万 | 0.03% | 12,212 | -870 | -6.7% | -$22.65万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $314.79万 | 0.03% | 12,232 | 554 | 4.7% | $14.26万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $313.52万 | 0.03% | 10,793 | -1,509 | -12.3% | -$43.83万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $308.96万 | 0.03% | 16,936 | -1,493 | -8.1% | -$27.24万 | 减仓 |
| TGT | TARGET CORP | $308.68万 | 0.03% | 25,468 | -3,626 | -12.5% | -$43.95万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $308.64万 | 0.03% | 2,663 | -42 | -1.6% | -$4.87万 | 减仓 |
| FDX | FEDEX CORP | $305.43万 | 0.03% | 8,575 | -400 | -4.5% | -$14.25万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $305.33万 | 0.03% | 6,212 | -926 | -13.0% | -$45.51万 | 减仓 |
| IAU | ISHARES GOLD TR | $302.43万 | 0.03% | 34,304 | -389 | -1.1% | -$3.43万 | 减仓 |
| IWO | ISHARES TR | $301.22万 | 0.03% | 9,599 | -400 | -4.0% | -$12.55万 | 减仓 |
| SUSB | ISHARES TR | $297.89万 | 0.03% | 118,848 | 118,848 | — | $297.89万 | 新建仓 |