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 |
|---|---|---|---|---|---|---|---|---|
| ALL | ALLSTATE CORP | $295.57万 | 0.03% | 14,255 | -1,011 | -6.6% | -$20.96万 | 减仓 |
| VGT | VANGUARD WORLD FD | $293.18万 | 0.03% | 4,202 | 581 | 16.0% | $40.54万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $292.12万 | 0.03% | 29,693 | -2,791 | -8.6% | -$27.46万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $290.22万 | 0.03% | 25,387 | 18,947 | 294.2% | $216.60万 | 加仓 |
| IGM | ISHARES TR | $290.06万 | 0.03% | 24,475 | 19,334 | 376.1% | $229.13万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $288.89万 | 0.03% | 121,230 | 119,730 | 7,982.0% | $285.32万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $281.85万 | 0.03% | 102,639 | 6,865 | 7.2% | $18.85万 | 加仓 |
| IWN | ISHARES TR | $281.51万 | 0.03% | 14,849 | -1,944 | -11.6% | -$36.86万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $280.87万 | 0.03% | 7,170 | -37,974 | -84.1% | -$1,487.56万 | 减仓 |
| PULS | PGIM ETF TR | $280.86万 | 0.03% | 56,739 | 12,418 | 28.0% | $61.47万 | 加仓 |
| RBLX | ROBLOX CORP | $279.90万 | 0.03% | 49,487 | 42,341 | 592.5% | $239.48万 | 加仓 |
| NDSN | NORDSON CORP | $274.40万 | 0.03% | 10,313 | -1,814 | -15.0% | -$48.27万 | 减仓 |
| CVS | CVS HEALTH CORP | $272.38万 | 0.02% | 37,925 | 2,319 | 6.5% | $16.65万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $271.14万 | 0.02% | 75,067 | -611 | -0.8% | -$2.21万 | 减仓 |
| MDT | MEDTRONIC PLC | $270.94万 | 0.02% | 31,268 | -20,733 | -39.9% | -$179.65万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $265.15万 | 0.02% | 345,700 | 34,000 | 10.9% | $26.08万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $261.86万 | 0.02% | 44,549 | 4,925 | 12.4% | $28.95万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $260.01万 | 0.02% | 85,249 | -75 | -0.1% | -$2,288 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $254.19万 | 0.02% | 4,318 | 232 | 5.7% | $13.66万 | 加仓 |
| USXF | ISHARES TR | $252.52万 | 0.02% | 45,746 | 45,746 | — | $252.52万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $250.44万 | 0.02% | 7,297 | -1,747 | -19.3% | -$59.96万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $250.25万 | 0.02% | 9,379 | 64 | 0.7% | $1.71万 | 加仓 |
| VLO | VALERO ENERGY CORP | $249.15万 | 0.02% | 10,084 | -100 | -1.0% | -$2.47万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $245.33万 | 0.02% | 163,989 | 222 | 0.1% | $3,321 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $244.05万 | 0.02% | 29,607 | 500 | 1.7% | $4.12万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $243.02万 | 0.02% | 8,234 | -36,516 | -81.6% | -$1,077.72万 | 减仓 |
| INTU | INTUIT | $241.05万 | 0.02% | 5,574 | -867 | -13.5% | -$37.49万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $240.07万 | 0.02% | 33,525 | -613 | -1.8% | -$4.39万 | 减仓 |
| — | COMMERCIAL VEH GROUP INC | $238.70万 | 0.02% | 700,000 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $235.46万 | 0.02% | 102,774 | -240 | -0.2% | -$5,498 | 减仓 |
| RY | ROYAL BK CDA | $234.16万 | 0.02% | 14,474 | -389 | -2.6% | -$6.29万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $233.88万 | 0.02% | 16,782 | 13,228 | 372.2% | $184.35万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $233.26万 | 0.02% | 136,253 | 834 | 0.6% | $1.43万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $231.56万 | 0.02% | 550 | -3,846 | -87.5% | -$1,619.20万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $229.96万 | 0.02% | 62,522 | 62,118 | 15,375.7% | $228.47万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $229.79万 | 0.02% | 203,173 | -5,384 | -2.6% | -$6.09万 | 减仓 |
| ZTS | ZOETIS INC | $228.07万 | 0.02% | 19,293 | -3,482 | -15.3% | -$41.16万 | 减仓 |
| KKR | KKR & CO INC | $226.90万 | 0.02% | 24,530 | 5,545 | 29.2% | $51.29万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $225.10万 | 0.02% | 77,407 | 2,297 | 3.1% | $6.68万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $224.17万 | 0.02% | 66,857 | 25,279 | 60.8% | $84.76万 | 加仓 |
| APH | AMPHENOL CORP | $223.62万 | 0.02% | 17,698 | -1,154 | -6.1% | -$14.58万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $222.87万 | 0.02% | 7,613 | -236 | -3.0% | -$6.91万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $220.39万 | 0.02% | 4,781 | -3,573 | -42.8% | -$164.70万 | 减仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $220.02万 | 0.02% | 9,606 | 173 | 1.8% | $3.96万 | 加仓 |
| SHOP | SHOPIFY INC | $219.38万 | 0.02% | 18,494 | 10,582 | 133.7% | $125.52万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $219.24万 | 0.02% | 13,111 | 257 | 2.0% | $4.30万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $218.83万 | 0.02% | 76,220 | 1,822 | 2.4% | $5.23万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $218.52万 | 0.02% | 41,347 | -6,546 | -13.7% | -$34.60万 | 减仓 |
| PTRB | PGIM ETF TR | $217.12万 | 0.02% | 52,305 | 52,305 | — | $217.12万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $216.57万 | 0.02% | 34,551 | 33,114 | 2,304.4% | $207.56万 | 加仓 |
| KLAC | KLA CORP | $216.28万 | 0.02% | 1,469 | -528 | -26.4% | -$77.74万 | 减仓 |
| GWW | WW GRAINGER INC | $215.80万 | 0.02% | 1,978 | -171 | -8.0% | -$18.66万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $215.03万 | 0.02% | 7,372 | -461 | -5.9% | -$13.45万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $214.12万 | 0.02% | 4,512 | -132 | -2.8% | -$6.26万 | 减仓 |
| NEU | NEWMARKET CORP | $213.18万 | 0.02% | 3,326 | -30 | -0.9% | -$1.92万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $209.85万 | 0.02% | 18,275 | 3,369 | 22.6% | $38.69万 | 加仓 |
| IGSB | ISHARES TR | $209.69万 | 0.02% | 39,896 | -12,241 | -23.5% | -$64.34万 | 减仓 |
| SONY | SONY GROUP CORP | $207.93万 | 0.02% | 100,449 | 57,624 | 134.6% | $119.28万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $206.81万 | 0.02% | 35,879 | -3,902 | -9.8% | -$22.49万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $206.70万 | 0.02% | 37,230 | 1,920 | 5.4% | $10.66万 | 加仓 |
| D | DOMINION ENERGY INC | $205.62万 | 0.02% | 33,261 | -8,019 | -19.4% | -$49.57万 | 减仓 |
| MCO | MOODYS CORP | $204.91万 | 0.02% | 4,696 | -1,071 | -18.6% | -$46.73万 | 减仓 |
| PPG | PPG INDS INC | $203.39万 | 0.02% | 19,030 | -518 | -2.6% | -$5.54万 | 减仓 |
| KR | KROGER CO | $203.04万 | 0.02% | 28,059 | 9,920 | 54.7% | $71.78万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $202.91万 | 0.02% | 63,391 | 7,094 | 12.6% | $22.71万 | 加仓 |
| VIS | VANGUARD WORLD FD | $202.55万 | 0.02% | 6,488 | 2 | 0.0% | $624 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $201.92万 | 0.02% | 45,427 | 1,580 | 3.6% | $7.02万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $199.76万 | 0.02% | 5,788 | 1,307 | 29.2% | $45.11万 | 加仓 |
| FAST | FASTENAL CO | $197.68万 | 0.02% | 42,603 | 9,182 | 27.5% | $42.60万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $197.49万 | 0.02% | 32,237 | 2,549 | 8.6% | $15.62万 | 加仓 |
| MPC | MARATHON PETE CORP | $197.31万 | 0.02% | 8,081 | -3,177 | -28.2% | -$77.57万 | 减仓 |
| AES | AES CORP | $196.65万 | 0.02% | 139,570 | 54,537 | 64.1% | $76.84万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $196.49万 | 0.02% | 7,037 | -665 | -8.6% | -$18.57万 | 减仓 |
| SYY | SYSCO CORP | $195.39万 | 0.02% | 27,393 | -47 | -0.2% | -$3,352 | 减仓 |
| PSX | PHILLIPS 66 | $194.28万 | 0.02% | 10,664 | -1,520 | -12.5% | -$27.69万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $192.33万 | 0.02% | 41,486 | 38,471 | 1,276.0% | $178.35万 | 加仓 |
| PHM | PULTE GROUP INC | $190.96万 | 0.02% | 16,237 | 13,878 | 588.3% | $163.22万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $190.45万 | 0.02% | 6,776 | -337 | -4.7% | -$9.47万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $187.36万 | 0.02% | 4,216 | 22 | 0.5% | $9,777 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $186.89万 | 0.02% | 215,812 | 215,812 | — | $186.89万 | 新建仓 |
| STT | STATE STR CORP | $185.37万 | 0.02% | 14,647 | -954 | -6.1% | -$12.07万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $185.06万 | 0.02% | 40,852 | -2,659 | -6.1% | -$12.05万 | 减仓 |
| SHLD | GLOBAL X FDS | $183.44万 | 0.02% | 25,895 | 25,886 | 287,622.2% | $183.38万 | 加仓 |
| FTNT | FORTINET INC | $183.04万 | 0.02% | 22,398 | 11,601 | 107.4% | $94.80万 | 加仓 |
| IJJ | ISHARES TR | $182.28万 | 0.02% | 13,757 | 289 | 2.1% | $3.83万 | 加仓 |
| CI | THE CIGNA GROUP | $182.09万 | 0.02% | 6,826 | -2,225 | -24.6% | -$59.36万 | 减仓 |
| EFV | ISHARES TR | $181.47万 | 0.02% | 24,408 | -346 | -1.4% | -$2.57万 | 减仓 |
| MCK | MCKESSON CORP | $181.31万 | 0.02% | 2,095 | -1,636 | -43.8% | -$141.58万 | 减仓 |
| AFL | AFLAC INC | $179.04万 | 0.02% | 16,320 | 2,167 | 15.3% | $23.77万 | 加仓 |
| GRMN | GARMIN LTD | $178.23万 | 0.02% | 7,682 | 485 | 6.7% | $11.25万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $177.30万 | 0.02% | 13,527 | 362 | 2.7% | $4.74万 | 加仓 |
| UBS | UBS GROUP AG | $176.79万 | 0.02% | 45,249 | 29,678 | 190.6% | $115.95万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $175.68万 | 0.02% | 7,011 | 296 | 4.4% | $7.42万 | 加仓 |
| EEM | ISHARES TR | $175.66万 | 0.02% | 30,932 | 190 | 0.6% | $1.08万 | 加仓 |
| IBDS | ISHARES TR | $175.05万 | 0.02% | 72,217 | -3,621 | -4.8% | -$8.78万 | 减仓 |
| WMB | WILLIAMS COS INC | $173.63万 | 0.02% | 23,857 | 7,216 | 43.4% | $52.52万 | 加仓 |
| AYI | ACUITY INC | $173.46万 | 0.02% | 6,190 | -221 | -3.4% | -$6.19万 | 减仓 |
| VDC | VANGUARD WORLD FD | $172.84万 | 0.02% | 7,696 | -119 | -1.5% | -$2.67万 | 减仓 |
| GLDM | WORLD GOLD TR | $172.78万 | 0.02% | 18,641 | -1,645 | -8.1% | -$15.25万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $172.21万 | 0.02% | 34,477 | 865 | 2.6% | $4.32万 | 加仓 |