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 |
|---|---|---|---|---|---|---|---|---|
| SHC | SOTERA HEALTH CO | $168.24万 | 0.02% | 117,323 | 116,126 | 9,701.4% | $166.52万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $168.20万 | 0.02% | 33,425 | 2,696 | 8.8% | $13.57万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $167.46万 | 0.02% | 4,901 | -29 | -0.6% | -$9,909 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $166.61万 | 0.02% | 26,552 | 6,066 | 29.6% | $38.06万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $164.94万 | 0.02% | 3,156 | -30,310 | -90.6% | -$1,584.09万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $164.31万 | 0.02% | 22,676 | -3,519 | -13.4% | -$25.50万 | 减仓 |
| SUSA | ISHARES TR | $164.25万 | 0.02% | 12,434 | -180 | -1.4% | -$2.38万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $163.65万 | 0.01% | 16,752 | 954 | 6.0% | $9.32万 | 加仓 |
| ACWV | ISHARES INC | $163.53万 | 0.01% | 13,683 | 21 | 0.2% | $2,510 | 加仓 |
| BE | BLOOM ENERGY CORP | $162.82万 | 0.01% | 12,017 | -1,307 | -9.8% | -$17.71万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $162.56万 | 0.01% | 17,657 | 12,650 | 252.6% | $116.47万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $161.10万 | 0.01% | 19,530 | 19,530 | — | $161.10万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $159.76万 | 0.01% | 4,450 | 2 | 0.0% | $718 | 加仓 |
| ENB | ENBRIDGE INC | $157.23万 | 0.01% | 29,042 | 10,179 | 54.0% | $55.11万 | 加仓 |
| BBY | BEST BUY INC | $156.07万 | 0.01% | 24,310 | 2,675 | 12.4% | $17.17万 | 加仓 |
| IUSB | ISHARES TR | $156.03万 | 0.01% | 33,781 | -3,063 | -8.3% | -$14.15万 | 减仓 |
| LQD | ISHARES TR | $155.73万 | 0.01% | 14,288 | -4,648 | -24.5% | -$50.66万 | 减仓 |
| OEF | ISHARES TR | $155.15万 | 0.01% | 4,878 | 27 | 0.6% | $8,588 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $153.79万 | 0.01% | 816 | 14 | 1.7% | $2.64万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $153.74万 | 0.01% | 28,533 | -1,736 | -5.7% | -$9.35万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $153.06万 | 0.01% | 3,427 | -100 | -2.8% | -$4.47万 | 减仓 |
| ROST | ROSS STORES INC | $151.63万 | 0.01% | 7,000 | -930 | -11.7% | -$20.15万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $151.54万 | 0.01% | 32,360 | 751 | 2.4% | $3.52万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $151.12万 | 0.01% | 38,238 | 1,283 | 3.5% | $5.07万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $151.05万 | 0.01% | 14,698 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $151.02万 | 0.01% | 8,931 | 453 | 5.3% | $7.66万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $149.98万 | 0.01% | 8,647 | -1,361 | -13.6% | -$23.61万 | 减仓 |
| IBMO | ISHARES TR | $149.46万 | 0.01% | 58,315 | 197 | 0.3% | $5,049 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $149.28万 | 0.01% | 32,983 | 2,867 | 9.5% | $12.98万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $149.20万 | 0.01% | 41,205 | 41,202 | 1,373,400.0% | $149.19万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $148.94万 | 0.01% | 11,902 | -1,281 | -9.7% | -$16.03万 | 减仓 |
| QYLD | GLOBAL X FDS | $147.43万 | 0.01% | 85,968 | 1,794 | 2.1% | $3.08万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $145.43万 | 0.01% | 39,283 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $144.97万 | 0.01% | 24,558 | 124 | 0.5% | $7,320 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $144.54万 | 0.01% | 96,040 | 95,558 | 19,825.3% | $143.81万 | 加仓 |
| BP | BP PLC | $143.46万 | 0.01% | 30,523 | 18,806 | 160.5% | $88.39万 | 加仓 |
| KVUE | KENVUE INC | $143.38万 | 0.01% | 83,165 | 28,071 | 51.0% | $48.39万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $142.93万 | 0.01% | 4,039 | -159 | -3.8% | -$5.63万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $142.65万 | 0.01% | 12,706 | 11,765 | 1,250.3% | $132.08万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $141.91万 | 0.01% | 25,201 | -1,424 | -5.3% | -$8.02万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $141.29万 | 0.01% | 13,129 | -1,965 | -13.0% | -$21.15万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $139.71万 | 0.01% | 35,510 | 94 | 0.3% | $3,698 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $138.15万 | 0.01% | 104,975 | 70,529 | 204.8% | $92.82万 | 加仓 |
| NVO | NOVO-NORDISK A S | $134.49万 | 0.01% | 36,595 | 22,443 | 158.6% | $82.48万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $133.91万 | 0.01% | 2,891 | 45 | 1.6% | $2.08万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $133.89万 | 0.01% | 8,515 | -274 | -3.1% | -$4.31万 | 减仓 |
| KEX | KIRBY CORP | $133.15万 | 0.01% | 10,020 | -185 | -1.8% | -$2.46万 | 减仓 |
| IBDT | ISHARES TR | $132.21万 | 0.01% | 52,194 | 1,843 | 3.7% | $4.67万 | 加仓 |
| AME | AMETEK INC | $131.72万 | 0.01% | 6,145 | -541 | -8.1% | -$11.60万 | 减仓 |
| FIX | COMFORT SYS USA INC | $130.62万 | 0.01% | 947 | -399 | -29.6% | -$55.04万 | 减仓 |
| URI | UNITED RENTALS INC | $130.41万 | 0.01% | 1,790 | -330 | -15.6% | -$24.04万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $129.52万 | 0.01% | 13,427 | -663 | -4.7% | -$6.40万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $128.93万 | 0.01% | 3,942 | -1,806 | -31.4% | -$59.07万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $128.18万 | 0.01% | 26,074 | 26,060 | 186,142.9% | $128.11万 | 加仓 |
| PRCH | PORCH GROUP INC | $127.45万 | 0.01% | 177,748 | 177,589 | 111,691.2% | $127.33万 | 重新持有 |
| PLD | PROLOGIS INC. | $127.41万 | 0.01% | 9,640 | -2,977 | -23.6% | -$39.35万 | 减仓 |
| PAYX | PAYCHEX INC | $127.11万 | 0.01% | 13,798 | -805 | -5.5% | -$7.42万 | 减仓 |
| BIL | SPDR SERIES TRUST | $126.41万 | 0.01% | 13,794 | 836 | 6.5% | $7.66万 | 加仓 |
| DLTR | DOLLAR TREE INC | $126.31万 | 0.01% | 11,534 | -795 | -6.4% | -$8.71万 | 减仓 |
| DBEF | DBX ETF TR | $126.15万 | 0.01% | 25,536 | 25,064 | 5,310.2% | $123.82万 | 加仓 |
| YUM | YUM BRANDS INC | $125.44万 | 0.01% | 8,068 | -640 | -7.3% | -$9.95万 | 减仓 |
| SCZ | ISHARES TR | $125.22万 | 0.01% | 15,970 | 68 | 0.4% | $5,332 | 加仓 |
| — | TOTALENERGIES SE | $123.45万 | 0.01% | 13,242 | 13,242 | — | $123.45万 | 新建仓 |
| HEFA | ISHARES TR | $123.07万 | 0.01% | 28,961 | 28,961 | — | $123.07万 | 新建仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $122.05万 | 0.01% | 56,348 | 55,702 | 8,622.6% | $120.65万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $121.82万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP | $121.32万 | 0.01% | 7,173 | -1,146 | -13.8% | -$19.38万 | 减仓 |
| IDXX | IDEXX LABS INC | $120.39万 | 0.01% | 2,143 | -731 | -25.4% | -$41.06万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $119.10万 | 0.01% | 13,213 | 2,150 | 19.4% | $19.38万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $117.88万 | 0.01% | 83,423 | -1,000 | -1.2% | -$1.41万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $117.32万 | 0.01% | 20,000 | -5 | -0.0% | -$293 | 减仓 |
| QQQI | NEOS ETF TRUST | $117.09万 | 0.01% | 23,564 | 350 | 1.5% | $1.74万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $116.82万 | 0.01% | 3,255 | 218 | 7.2% | $7.82万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $116.62万 | 0.01% | 28,381 | 24,188 | 576.9% | $99.39万 | 加仓 |
| ASML | ASML HLDG NV | $116.46万 | 0.01% | 881 | -496 | -36.0% | -$65.57万 | 减仓 |
| HYG | ISHARES TR | $116.33万 | 0.01% | 14,622 | 367 | 2.6% | $2.92万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $115.78万 | 0.01% | 5,874 | -1,177 | -16.7% | -$23.20万 | 减仓 |
| WELL | WELLTOWER INC | $114.55万 | 0.01% | 5,794 | -1,577 | -21.4% | -$31.18万 | 减仓 |
| EIX | EDISON INTL | $114.52万 | 0.01% | 15,649 | 845 | 5.7% | $6.18万 | 加仓 |
| IDV | ISHARES TR | $114.20万 | 0.01% | 26,833 | 1,275 | 5.0% | $5.43万 | 加仓 |
| RKT | ROCKET COS INC | $114.13万 | 0.01% | 80,093 | 13 | 0.0% | $185 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $113.73万 | 0.01% | 30,648 | 4,722 | 18.2% | $17.52万 | 加仓 |
| CBRE | CBRE GROUP INC | $113.49万 | 0.01% | 8,378 | -1,942 | -18.8% | -$26.31万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.37万 | 0.01% | 2,338 | -65 | -2.7% | -$3.15万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $113.25万 | 0.01% | 5,170 | 550 | 11.9% | $12.05万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $112.80万 | 0.01% | 65,505 | 16,243 | 33.0% | $27.97万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $112.60万 | 0.01% | 38,841 | 38,841 | — | $112.60万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $112.07万 | 0.01% | 2,871 | -298 | -9.4% | -$11.63万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $111.71万 | 0.01% | 4,126 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $111.46万 | 0.01% | 4,190 | -872 | -17.2% | -$23.20万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $111.44万 | 0.01% | 2,674 | -828 | -23.6% | -$34.51万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $111.15万 | 0.01% | 15,642 | 3,031 | 24.0% | $21.54万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $110.96万 | 0.01% | 22,963 | -713 | -3.0% | -$3.45万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $110.77万 | 0.01% | 11,084 | -500 | -4.3% | -$5.00万 | 减仓 |
| FSLR | FIRST SOLAR INC | $110.62万 | 0.01% | 5,608 | -273 | -4.6% | -$5.39万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $110.08万 | 0.01% | 35,136 | 1,282 | 3.8% | $4.02万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $109.91万 | 0.01% | 15,120 | -2,214 | -12.8% | -$16.09万 | 减仓 |
| EPI | WISDOMTREE TR | $109.61万 | 0.01% | 26,865 | 1,668 | 6.6% | $6.81万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $109.55万 | 0.01% | 4,744 | -1,574 | -24.9% | -$36.35万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $109.03万 | 0.01% | 22,375 | 15,724 | 236.4% | $76.62万 | 加仓 |