13F 机构持仓

Clearstead Trust, LLC

PORTLAND ME · SEC CIK 0001708001

2026Q22026Q1 更早 9 个季度 🔒
$7.65亿2026Q2 申报市值
970持仓数
58.1%前十大占比 · 第一大 15.7%
37 / 66新建仓 / 清仓
申报市值走势$7.65亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

QQQ 15.7%
ILCG 11.2%
QLD 9.8%
IWF 4.5%
AAPL 4.1%
MSFT 2.9%
NVDA 2.8%
GOOGL 2.5%
CGCV 2.3%
AVGO 2.2%

2026Q2 买入最多 按季末市值估算

ILCG 加仓+$2,061.54万
QQQ 加仓+$859.08万
IWF 加仓+$519.20万
QLD 加仓+$374.70万
PWR 加仓+$284.20万

2026Q2 卖出最多 按季末市值估算

STX 减仓-$646.25万
WM 减仓-$304.83万
JPM 减仓-$164.71万
JEPI 减仓-$141.36万
PGR 减仓-$113.09万

2026Q2 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
KMPR KEMPER CORP $00.00%0 -158-100.0% -$4,829 清仓
VAL VALARIS LTD $00.00%0 -47-100.0% -$4,608 清仓
BMRN BIOMARIN PHARMACEUTICAL INC $00.00%0 -80-100.0% -$4,520 清仓
OWL BLUE OWL CAPITAL INC $00.00%0 -485-100.0% -$4,429 清仓
CCL CARNIVAL CORP $00.00%0 -167-100.0% -$4,322 清仓
TAP MOLSON COORS BEVERAGE CO $00.00%0 -88-100.0% -$3,790 清仓
SITE SITEONE LANDSCAPE SUPPLY INC $00.00%0 -28-100.0% -$3,728 清仓
DOCS DOXIMITY INC $00.00%0 -126-100.0% -$2,936 清仓
USIG iShares Broad USD Inv Grade Corp Bd ETF $00.00%0 -51-100.0% -$2,613 清仓
— LEGGETT & PLATT INC $00.00%0 -241-100.0% -$2,382 清仓
— ELME COMMUNITIES $00.00%0 -1,038-100.0% -$2,087 清仓
BLKB BLACKBAUD INC $00.00%0 -51-100.0% -$1,970 清仓
MOS MOSAIC CO $00.00%0 -75-100.0% -$1,913 清仓
FNF FIDELITY NATL FINL INC $00.00%0 -41-100.0% -$1,902 清仓
PEGA PEGASYSTEMS INC $00.00%0 -42-100.0% -$1,788 清仓
KD KYNDRYL HLDGS INC $00.00%0 -133-100.0% -$1,745 清仓
NWL NEWELL BRANDS INC $00.00%0 -497-100.0% -$1,705 清仓
THO THOR INDS INC $00.00%0 -20-100.0% -$1,598 清仓
PSN PARSONS CORP DEL $00.00%0 -28-100.0% -$1,517 清仓
SLAB SILICON LABORATORIES INC $00.00%0 -7-100.0% -$1,458 清仓
FRMI FERMI INC $00.00%0 -214-100.0% -$1,250 清仓
WU WESTERN UN CO $00.00%0 -133-100.0% -$1,162 清仓
— CHART INDS INC $00.00%0 -5-100.0% -$1,034 清仓
SMCI SUPER MICRO COMPUTER INC $00.00%0 -45-100.0% -$1,025 清仓
FIGR FIGURE TECHNOLOGY SOLUTIO $00.00%0 -28-100.0% -$951 清仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $00.00%0 -82-100.0% -$933 清仓
YETI YETI HLDGS INC $00.00%0 -22-100.0% -$805 清仓
ELF E L F BEAUTY INC $00.00%0 -13-100.0% -$788 清仓
VYMI Vanguard Whitehall Fds $00.00%0 -8-100.0% -$754 清仓
— APELLIS PHARMACEUTICALS INC $00.00%0 -18-100.0% -$725 清仓
— CLEARWAY ENERGY INC $00.00%0 -17-100.0% -$666 清仓
HHH HOWARD HUGHES HOLDINGS INC $00.00%0 -10-100.0% -$633 清仓
ONON ON HLDG AG $00.00%0 -18-100.0% -$613 清仓
AAP ADVANCE AUTO PARTS INC $00.00%0 -10-100.0% -$528 清仓
RYN RAYONIER INC $00.00%0 -22-100.0% -$454 清仓
HRB BLOCK H & R INC $00.00%0 -7-100.0% -$223 清仓