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 |
|---|---|---|---|---|---|---|---|---|
| ZVRA | ZEVRA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SOUNDTHINKING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OPK | OPKO HEALTH INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$9 | 清仓 |
| — | TRAVELZOO | $0 | 0.00% | 0 | -1 | -100.0% | -$8 | 清仓 |
| HNST | HONEST CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AIRSHIP AI HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | ARES COML REAL ESTATE CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$5 | 清仓 |
| — | EXPENSIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EUROPEAN WAX CTR INC | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| — | WM TECHNOLOGY INC | $0 | 0.00% | 0 | -4 | -100.0% | -$4 | 清仓 |
| UIS | UNISYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JELD-WEN HLDG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JET AI INC | $0 | 0.00% | 0 | -4 | -100.0% | -$3 | 清仓 |
| — | KALTURA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SVA | SINOVAC BIOTECH LTD | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |