Clearstead Trust, LLC
PORTLAND ME · SEC CIK 0001708001
$6.13亿2026Q1 申报市值
981持仓数
52.9%前十大占比 · 第一大 14.3%
33 / 54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
CGCV 加仓+$619.03万
ILCG 加仓+$592.40万
IWF 加仓+$432.76万
QQQ 加仓+$416.90万
CGXU 加仓+$160.05万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$200.96万
NOW 减仓-$198.82万
BND 清仓-$190.09万
VXUS 减仓-$149.87万
AMT 减仓-$123.22万
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 |
|---|---|---|---|---|---|---|---|---|
| BIV | Vanguard Bd Index Fds | $0 | 0.00% | 0 | -214 | -100.0% | -$1.67万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -126 | -100.0% | -$9,386 | 清仓 |
| — | DIGINEX LTD | $0 | 0.00% | 0 | -2,105 | -100.0% | -$8,778 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -85 | -100.0% | -$8,633 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -50 | -100.0% | -$8,082 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -17 | -100.0% | -$7,584 | 清仓 |
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -93 | -100.0% | -$7,330 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -76 | -100.0% | -$7,246 | 清仓 |
| UNM | UNUM GROUP | $0 | 0.00% | 0 | -92 | -100.0% | -$7,130 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| STE | STERIS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $0 | 0.00% | 0 | -300 | -100.0% | -$6,222 | 清仓 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -89 | -100.0% | -$6,156 | 清仓 |
| — | Warner Bros Discovery Inc CONTRA CUSIP | $0 | 0.00% | 0 | -212 | -100.0% | -$6,103 | 清仓 |
| ADT | ADT INC DEL | $0 | 0.00% | 0 | -711 | -100.0% | -$5,738 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | FRONTIER COMMUNICATIONS PARE | $0 | 0.00% | 0 | -148 | -100.0% | -$5,635 | 清仓 |
| FFLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -104 | -100.0% | -$5,550 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$5,528 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -206 | -100.0% | -$5,186 | 清仓 |
| KRC | KILROY RLTY CORP | $0 | 0.00% | 0 | -135 | -100.0% | -$5,045 | 清仓 |
| — | QORVO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FHLC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -52 | -100.0% | -$3,863 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -27 | -100.0% | -$3,542 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -27 | -100.0% | -$2,980 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$2,821 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -49 | -100.0% | -$2,100 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -23 | -100.0% | -$2,000 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -82 | -100.0% | -$1,886 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -22 | -100.0% | -$1,850 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -44 | -100.0% | -$1,751 | 清仓 |
| QS | QUANTUMSCAPE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GO | GROCERY OUTLET HLDG CORP | $0 | 0.00% | 0 | -132 | -100.0% | -$1,334 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -6 | -100.0% | -$998 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -4 | -100.0% | -$920 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -53 | -100.0% | -$577 | 清仓 |
| FG | F&G ANNUITIES & LIFE INC | $0 | 0.00% | 0 | -18 | -100.0% | -$541 | 清仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -11 | -100.0% | -$456 | 清仓 |
| JHX | JAMES HARDIE INDS PLC | $0 | 0.00% | 0 | -19 | -100.0% | -$395 | 清仓 |
| CXT | CRANE NXT CO | $0 | 0.00% | 0 | -6 | -100.0% | -$283 | 清仓 |
| LEN/B | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$97 | 清仓 |