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 |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE TR | $52.55万 | 0.00% | 5,983 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $52.16万 | 0.00% | 3,225 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $52.04万 | 0.00% | 2,890 | 498 | 20.8% | $8.97万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $51.85万 | 0.00% | 11,465 | -2,781 | -19.5% | -$12.58万 | 减仓 |
| RS | RELIANCE INC | $51.18万 | 0.00% | 1,684 | -485 | -22.4% | -$14.74万 | 减仓 |
| CLX | CLOROX CO DEL | $50.62万 | 0.00% | 4,884 | -1,719 | -26.0% | -$17.82万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $50.41万 | 0.00% | 3,529 | -20 | -0.6% | -$2,857 | 减仓 |
| BURL | BURLINGTON STORES INC | $49.91万 | 0.00% | 1,534 | 1,292 | 533.9% | $42.04万 | 加仓 |
| GVI | ISHARES TR | $49.90万 | 0.00% | 4,678 | 20 | 0.4% | $2,134 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $49.89万 | 0.00% | 20,457 | 3,875 | 23.4% | $9.45万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $49.68万 | 0.00% | 21,302 | -465,420 | -95.6% | -$1,085.36万 | 减仓 |
| UDR | UDR INC | $49.67万 | 0.00% | 14,703 | -1,157 | -7.3% | -$3.91万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $49.23万 | 0.00% | 20,284 | 1,669 | 9.0% | $4.05万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $49.12万 | 0.00% | 22,410 | 22,410 | — | $49.12万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $49.12万 | 0.00% | 1,851 | 1,088 | 142.6% | $28.87万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $49.12万 | 0.00% | 16,650 | -15,928 | -48.9% | -$46.99万 | 减仓 |
| SEIC | SEI INVTS CO | $49.08万 | 0.00% | 6,254 | -308 | -4.7% | -$2.42万 | 减仓 |
| FDUS | FIDUS INVT CORP | $48.92万 | 0.00% | 28,085 | 11,653 | 70.9% | $20.30万 | 加仓 |
| MSA | MSA SAFETY INC | $48.79万 | 0.00% | 2,976 | -57 | -1.9% | -$9,345 | 减仓 |
| WTAI | WISDOMTREE TR | $48.41万 | 0.00% | 17,150 | 17,150 | — | $48.41万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $48.29万 | 0.00% | 8,380 | -608 | -6.8% | -$3.50万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $48.19万 | 0.00% | 9,559 | 9,559 | — | $48.19万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $48.02万 | 0.00% | 3,791 | -467 | -11.0% | -$5.92万 | 减仓 |
| WAB | WABTEC | $47.68万 | 0.00% | 1,908 | 330 | 20.9% | $8.25万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $47.56万 | 0.00% | 7,931 | -1,377 | -14.8% | -$8.26万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $47.54万 | 0.00% | 94,516 | 94,516 | — | $47.54万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $47.32万 | 0.00% | 13,741 | 4,937 | 56.1% | $17.00万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $47.18万 | 0.00% | 983 | -370 | -27.3% | -$17.76万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $47.05万 | 0.00% | 4,870 | 0 | 0.0% | — | 不变 |
| IRM | IRON MTN INC DEL | $46.76万 | 0.00% | 4,578 | 2,811 | 159.1% | $28.71万 | 加仓 |
| ARKK | ARK ETF TR | $46.63万 | 0.00% | 6,899 | 2,015 | 41.3% | $13.62万 | 加仓 |
| BIIB | BIOGEN INC | $46.25万 | 0.00% | 2,523 | 274 | 12.2% | $5.02万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $46.06万 | 0.00% | 9,426 | 4,331 | 85.0% | $21.16万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $45.67万 | 0.00% | 17,344 | -10,383 | -37.4% | -$27.34万 | 减仓 |
| CAE | CAE INC | $45.35万 | 0.00% | 17,410 | 17,410 | — | $45.35万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $45.22万 | 0.00% | 2,784 | 105 | 3.9% | $1.71万 | 加仓 |
| CSHI | NEOS ETF TRUST | $44.97万 | 0.00% | 9,034 | 4,113 | 83.6% | $20.47万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $44.94万 | 0.00% | 19,021 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $44.87万 | 0.00% | 21,226 | 21,196 | 70,653.3% | $44.81万 | 加仓 |
| SJM | SMUCKER J M CO | $44.85万 | 0.00% | 4,651 | -466 | -9.1% | -$4.49万 | 减仓 |
| IOT | SAMSARA INC | $44.82万 | 0.00% | 14,142 | 13,345 | 1,674.4% | $42.29万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $44.43万 | 0.00% | 6,100 | 29 | 0.5% | $2,112 | 加仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $44.10万 | 0.00% | 53,000 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $43.93万 | 0.00% | 2,017 | -109 | -5.1% | -$2.37万 | 减仓 |
| CRBN | ISHARES TR | $43.92万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $43.89万 | 0.00% | 3,010 | 233 | 8.4% | $3.40万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $43.81万 | 0.00% | 17,083 | 17,083 | — | $43.81万 | 新建仓 |
| QTRX | QUANTERIX CORP | $43.69万 | 0.00% | 124,120 | 124,115 | 2,482,300.0% | $43.69万 | 加仓 |
| GL | GLOBE LIFE INC | $43.69万 | 0.00% | 3,139 | -1,714 | -35.3% | -$23.85万 | 减仓 |
| IGIB | ISHARES TR | $43.64万 | 0.00% | 8,199 | 832 | 11.3% | $4.43万 | 加仓 |
| TIP | ISHARES TR | $43.59万 | 0.00% | 3,950 | -675 | -14.6% | -$7.45万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $43.55万 | 0.00% | 7,883 | 7,056 | 853.2% | $38.98万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $43.33万 | 0.00% | 36,943 | -170 | -0.5% | -$1,994 | 减仓 |
| DGRO | ISHARES TR | $43.05万 | 0.00% | 6,134 | 5,131 | 511.6% | $36.01万 | 加仓 |
| NWG | NATWEST GROUP PLC | $42.76万 | 0.00% | 28,698 | 28,576 | 23,423.0% | $42.58万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $42.56万 | 0.00% | 3,250 | -1,972 | -37.8% | -$25.82万 | 减仓 |
| RELX | RELX PLC | $42.48万 | 0.00% | 12,814 | 12,777 | 34,532.4% | $42.36万 | 重新持有 |
| FIVE | FIVE BELOW INC | $42.47万 | 0.00% | 1,859 | 142 | 8.3% | $3.24万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $42.46万 | 0.00% | 2,359 | -315 | -11.8% | -$5.67万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $42.01万 | 0.00% | 9,155 | 490 | 5.7% | $2.25万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $41.74万 | 0.00% | 7,049 | -699 | -9.0% | -$4.14万 | 减仓 |
| ILMN | ILLUMINA INC | $41.69万 | 0.00% | 3,382 | -736 | -17.9% | -$9.07万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $41.48万 | 0.00% | 16,841 | 16,841 | — | $41.48万 | 新建仓 |
| XYLD | GLOBAL X FDS | $41.44万 | 0.00% | 10,590 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $41.38万 | 0.00% | 18,903 | 1,800 | 10.5% | $3.94万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $41.00万 | 0.00% | 5,917 | -1,882 | -24.1% | -$13.04万 | 减仓 |
| VTR | VENTAS INC | $41.00万 | 0.00% | 5,014 | -1,011 | -16.8% | -$8.27万 | 减仓 |
| ODD | ODDITY TECH LTD | $40.74万 | 0.00% | 30,452 | 30,452 | — | $40.74万 | 新建仓 |
| GOOG | ALPHABET INC 看跌期权 | $40.16万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $39.91万 | 0.00% | 16,873 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $39.82万 | 0.00% | 17,022 | 0 | 0.0% | — | 不变 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $39.73万 | 0.00% | 17,254 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $39.46万 | 0.00% | 2,546 | 18 | 0.7% | $2,789 | 加仓 |
| NFRA | FLEXSHARES TR | $39.24万 | 0.00% | 6,136 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $39.12万 | 0.00% | 1,655 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $38.88万 | 0.00% | 6,329 | -866 | -12.0% | -$5.32万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $38.75万 | 0.00% | 2,907 | 2,501 | 616.0% | $33.34万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $38.69万 | 0.00% | 14,811 | -11,471 | -43.6% | -$29.96万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $38.66万 | 0.00% | 43,000 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $38.54万 | 0.00% | 2,283 | 1,519 | 198.8% | $25.64万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $38.48万 | 0.00% | 2,332 | -50 | -2.1% | -$8,250 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $38.40万 | 0.00% | 5,394 | -1,203 | -18.2% | -$8.56万 | 减仓 |
| MP | MP MATERIALS CORP | $38.23万 | 0.00% | 7,921 | -430 | -5.1% | -$2.08万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $37.97万 | 0.00% | 4,535 | 193 | 4.4% | $1.62万 | 加仓 |
| SNPS | SYNOPSYS INC | $37.94万 | 0.00% | 957 | -515 | -35.0% | -$20.42万 | 减仓 |
| INDY | ISHARES TR | $37.94万 | 0.00% | 8,982 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $37.90万 | 0.00% | 21,350 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $37.85万 | 0.00% | 6,092 | 5,179 | 567.3% | $32.18万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $37.70万 | 0.00% | 8,065 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $37.65万 | 0.00% | 1,246 | -77 | -5.8% | -$2.33万 | 减仓 |
| TSN | TYSON FOODS INC | $37.47万 | 0.00% | 5,849 | -521 | -8.2% | -$3.34万 | 减仓 |
| GDX | VANECK ETF TRUST | $37.37万 | 0.00% | 4,072 | -1,562 | -27.7% | -$14.34万 | 减仓 |
| VPU | VANGUARD WORLD FD | $37.37万 | 0.00% | 1,886 | 2 | 0.1% | $396 | 加仓 |
| XEL | XCEL ENERGY INC | $37.36万 | 0.00% | 4,703 | -1,583 | -25.2% | -$12.57万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $37.32万 | 0.00% | 2,071 | -935 | -31.1% | -$16.85万 | 减仓 |
| ORI | OLD REP INTL CORP | $37.23万 | 0.00% | 9,330 | -800 | -7.9% | -$3.19万 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $37.22万 | 0.00% | 18,848 | 18,848 | — | $37.22万 | 新建仓 |
| WSBC | WESBANCO INC | $37.05万 | 0.00% | 10,742 | 2,692 | 33.4% | $9.28万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $36.99万 | 0.00% | 3,391 | -27 | -0.8% | -$2,945 | 减仓 |
| IONQ | IONQ INC | $36.83万 | 0.00% | 12,776 | 1,287 | 11.2% | $3.71万 | 加仓 |