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 |
|---|---|---|---|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | $77.89万 | 0.01% | 15,322 | 10,394 | 210.9% | $52.84万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $77.51万 | 0.01% | 7,112 | 2,012 | 39.5% | $21.93万 | 加仓 |
| FSBW | FS BANCORP INC | $77.18万 | 0.01% | 20,000 | 20,000 | — | $77.18万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $76.48万 | 0.01% | 3,011 | 505 | 20.2% | $12.83万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $76.20万 | 0.01% | 5,987 | -382 | -6.0% | -$4.86万 | 减仓 |
| SMH | VANECK ETF TRUST | $74.94万 | 0.01% | 1,955 | 1,601 | 452.3% | $61.37万 | 加仓 |
| EME | EMCOR GROUP INC | $74.88万 | 0.01% | 1,014 | -70 | -6.5% | -$5.17万 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $74.39万 | 0.01% | 9,751 | 9,751 | — | $74.39万 | 新建仓 |
| ABNB | AIRBNB INC | $74.31万 | 0.01% | 5,885 | -503 | -7.9% | -$6.35万 | 减仓 |
| NTAP | NETAPP INC | $74.27万 | 0.01% | 7,254 | -918 | -11.2% | -$9.40万 | 减仓 |
| IJS | ISHARES TR | $74.24万 | 0.01% | 6,268 | 2 | 0.0% | $237 | 加仓 |
| CG | CARLYLE GROUP INC | $74.04万 | 0.01% | 15,301 | -676 | -4.2% | -$3.27万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $73.85万 | 0.01% | 9,419 | 1,827 | 24.1% | $14.32万 | 加仓 |
| IBDX | ISHARES TR | $73.59万 | 0.01% | 29,120 | 1,068 | 3.8% | $2.70万 | 加仓 |
| TPG | TPG INC | $73.56万 | 0.01% | 18,158 | 18,158 | — | $73.56万 | 新建仓 |
| HPQ | HP INC | $73.47万 | 0.01% | 38,248 | 23 | 0.1% | $442 | 加仓 |
| VAW | VANGUARD WORLD FD | $72.65万 | 0.01% | 3,224 | 10 | 0.3% | $2,253 | 加仓 |
| EBAY | EBAY INC. | $72.15万 | 0.01% | 7,927 | 1,035 | 15.0% | $9.42万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $71.53万 | 0.01% | 4,878 | 1,609 | 49.2% | $23.59万 | 加仓 |
| MSCI | MSCI INC | $71.35万 | 0.01% | 1,324 | 533 | 67.4% | $28.73万 | 加仓 |
| CCJ | CAMECO CORP | $71.30万 | 0.01% | 6,565 | -3,593 | -35.4% | -$39.02万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $71.23万 | 0.01% | 10,958 | 3,948 | 56.3% | $25.66万 | 加仓 |
| DOV | DOVER CORP | $71.13万 | 0.01% | 3,412 | 11 | 0.3% | $2,293 | 加仓 |
| BN | BROOKFIELD CORP | $71.02万 | 0.01% | 17,548 | 7,081 | 67.7% | $28.66万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $71.01万 | 0.01% | 2,833 | -918 | -24.5% | -$23.01万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $70.98万 | 0.01% | 6,610 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE NEMOURS INC | $70.57万 | 0.01% | 15,408 | 12,301 | 395.9% | $56.34万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $70.56万 | 0.01% | 1,036 | 0 | 0.0% | — | 不变 |
| RNST | RENASANT CORP | $70.53万 | 0.01% | 19,522 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $70.44万 | 0.01% | 18,067 | -1,481 | -7.6% | -$5.77万 | 减仓 |
| INDA | ISHARES TR | $69.81万 | 0.01% | 14,904 | -15,440 | -50.9% | -$72.32万 | 减仓 |
| DES | WISDOMTREE TR | $69.59万 | 0.01% | 19,362 | -1,880 | -8.9% | -$6.76万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $69.26万 | 0.01% | 2,383 | -679 | -22.2% | -$19.73万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $69.13万 | 0.01% | 12,947 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $68.31万 | 0.01% | 6,194 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $68.23万 | 0.01% | 9,993 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END | $67.77万 | 0.01% | 52,818 | -303 | -0.6% | -$3,887 | 减仓 |
| F | FORD MTR CO | $67.72万 | 0.01% | 58,686 | -12,237 | -17.3% | -$14.12万 | 减仓 |
| SLB | SLB LIMITED | $67.72万 | 0.01% | 13,178 | -3,656 | -21.7% | -$18.79万 | 减仓 |
| SNY | SANOFI SA | $67.72万 | 0.01% | 14,055 | 101 | 0.7% | $4,866 | 加仓 |
| DOW | DOW HLDGS INC | $67.56万 | 0.01% | 16,221 | 11,225 | 224.7% | $46.75万 | 加仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $67.31万 | 0.01% | 14,626 | 14,544 | 17,736.6% | $66.93万 | 加仓 |
| ING | ING GROEP N.V. | $66.47万 | 0.01% | 25,516 | 25,516 | — | $66.47万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $66.44万 | 0.01% | 25,654 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $66.34万 | 0.01% | 12,144 | 12,130 | 86,642.9% | $66.27万 | 加仓 |
| CNC | CENTENE CORP DEL | $66.23万 | 0.01% | 20,229 | -7,678 | -27.5% | -$25.14万 | 减仓 |
| BCS | BARCLAYS PLC | $66.18万 | 0.01% | 31,278 | 31,278 | — | $66.18万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $65.83万 | 0.01% | 8,748 | 2,007 | 29.8% | $15.10万 | 加仓 |
| DG | DOLLAR GEN CORP | $65.41万 | 0.01% | 5,509 | -3,013 | -35.4% | -$35.78万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $65.41万 | 0.01% | 26,060 | 3,739 | 16.8% | $9.38万 | 加仓 |
| ITA | ISHARES TR | $65.28万 | 0.01% | 2,984 | -292 | -8.9% | -$6.39万 | 减仓 |
| TMUS | T-MOBILE US INC | $65.15万 | 0.01% | 3,102 | -1,909 | -38.1% | -$40.09万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $64.24万 | 0.01% | 12,175 | 1,000 | 8.9% | $5.28万 | 加仓 |
| SRE | SEMPRA | $63.79万 | 0.01% | 6,565 | -1,664 | -20.2% | -$16.17万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $63.12万 | 0.01% | 12,901 | 479 | 3.9% | $2.34万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $62.99万 | 0.01% | 3,014 | -538 | -15.1% | -$11.24万 | 减仓 |
| MTUM | ISHARES TR | $62.98万 | 0.01% | 2,624 | -201 | -7.1% | -$4.82万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $62.33万 | 0.01% | 2,243 | -1,526 | -40.5% | -$42.40万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $61.78万 | 0.01% | 73,115 | -1,760 | -2.4% | -$1.49万 | 减仓 |
| HAWX | ISHARES TR | $61.71万 | 0.01% | 15,091 | 15,091 | — | $61.71万 | 新建仓 |
| FTV | FORTIVE CORP | $61.64万 | 0.01% | 11,150 | -226 | -2.0% | -$1.25万 | 减仓 |
| INCY | INCYTE CORP | $61.17万 | 0.01% | 6,499 | -180 | -2.7% | -$1.69万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $61.10万 | 0.01% | 8,126 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $61.06万 | 0.01% | 5,885 | -402 | -6.4% | -$4.17万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $60.82万 | 0.01% | 27,196 | -2,737 | -9.1% | -$6.12万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $60.46万 | 0.01% | 2,141 | -454 | -17.5% | -$12.82万 | 减仓 |
| GUNR | FLEXSHARES TR | $60.21万 | 0.01% | 10,915 | 0 | 0.0% | — | 不变 |
| SNPE | DBX ETF TR | $60.15万 | 0.01% | 10,100 | 938 | 10.2% | $5.59万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $59.85万 | 0.01% | 6,351 | 760 | 13.6% | $7.16万 | 加仓 |
| IXN | ISHARES TR | $59.80万 | 0.01% | 5,982 | 1 | 0.0% | $100 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $59.61万 | 0.01% | 9,803 | -130 | -1.3% | -$7,906 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $59.52万 | 0.01% | 7,712 | 1,687 | 28.0% | $13.02万 | 加仓 |
| OMC | OMNICOM GROUP INC | $59.52万 | 0.01% | 7,903 | 3,004 | 61.3% | $22.62万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $59.48万 | 0.01% | 2,815 | -2,702 | -49.0% | -$57.09万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $58.80万 | 0.01% | 14,799 | 1,357 | 10.1% | $5.39万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $58.63万 | 0.01% | 8,677 | 610 | 7.6% | $4.12万 | 加仓 |
| IBDU | ISHARES TR | $58.59万 | 0.01% | 25,189 | 1,275 | 5.3% | $2.97万 | 加仓 |
| DHI | D R HORTON INC | $58.15万 | 0.01% | 4,238 | -2,817 | -39.9% | -$38.65万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $57.82万 | 0.01% | 12,814 | 12,814 | — | $57.82万 | 新建仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $57.01万 | 0.01% | 6,058 | 67 | 1.1% | $6,305 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $57.00万 | 0.01% | 11,992 | 1 | 0.0% | $48 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $56.89万 | 0.01% | 8,161 | 10 | 0.1% | $697 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $56.79万 | 0.01% | 6,593 | 6,593 | — | $56.79万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $56.63万 | 0.01% | 1,197 | 124 | 11.6% | $5.87万 | 加仓 |
| SAP | SAP SE | $56.55万 | 0.01% | 3,303 | -1,458 | -30.6% | -$24.96万 | 减仓 |
| VDE | VANGUARD WORLD FD | $56.46万 | 0.01% | 3,263 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $56.36万 | 0.01% | 9,535 | 362 | 3.9% | $2.14万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $56.12万 | 0.01% | 5,607 | -304 | -5.1% | -$3.04万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $56.05万 | 0.01% | 21,128 | 21,128 | — | $56.05万 | 新建仓 |
| KMX | CARMAX INC | $55.98万 | 0.01% | 13,463 | 3,785 | 39.1% | $15.74万 | 加仓 |
| EAT | BRINKER INTL INC | $55.51万 | 0.01% | 3,888 | -48 | -1.2% | -$6,853 | 减仓 |
| GIS | GENERAL MILLS INC | $54.92万 | 0.01% | 14,755 | 1,859 | 14.4% | $6.92万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $54.85万 | 0.01% | 20,873 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $54.18万 | 0.00% | 17,945 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $54.13万 | 0.00% | 852 | -124 | -12.7% | -$7.88万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $53.70万 | 0.00% | 2,534 | -106 | -4.0% | -$2.25万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $53.14万 | 0.00% | 5,694 | 1 | 0.0% | $93 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $52.99万 | 0.00% | 6,787 | 364 | 5.7% | $2.84万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $52.69万 | 0.00% | 1,857 | -48 | -2.5% | -$1.36万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $52.61万 | 0.00% | 15,014 | 1,724 | 13.0% | $6.04万 | 加仓 |