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 |
|---|---|---|---|---|---|---|---|---|
| LINE | LINEAGE INC | $9,272 | 0.00% | 283 | 189 | 201.1% | $6,192 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $9,225 | 0.00% | 349 | 201 | 135.8% | $5,313 | 加仓 |
| SYM | SYMBOTIC INC | $9,204 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $9,167 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $9,154 | 0.00% | 23 | -5 | -17.9% | -$1,990 | 减仓 |
| KIM | KIMCO REALTY CORP | $9,146 | 0.00% | 407 | 247 | 154.4% | $5,551 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL | $9,105 | 0.00% | 246 | 150 | 156.2% | $5,552 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $9,032 | 0.00% | 343 | -782 | -69.5% | -$2.06万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $9,024 | 0.00% | 202 | 95 | 88.8% | $4,244 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $9,012 | 0.00% | 31 | 4 | 14.8% | $1,163 | 加仓 |
| MTZ | MASTEC INC | $9,009 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| IDA | IDACORP INC | $9,008 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $8,994 | 0.00% | 109 | -10 | -8.4% | -$825 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $8,989 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $8,903 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $8,895 | 0.00% | 14 | 11 | 366.7% | $6,989 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $8,846 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $8,816 | 0.00% | 388 | 266 | 218.0% | $6,044 | 加仓 |
| BALL | BALL CORP | $8,749 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $8,743 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $8,729 | 0.00% | 109 | 66 | 153.5% | $5,285 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $8,610 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $8,609 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $8,598 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| SERV | SERVE ROBOTICS INC | $8,500 | 0.00% | 1,007 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $8,488 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $8,487 | 0.00% | 179 | 116 | 184.1% | $5,500 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $8,485 | 0.00% | 239 | -85 | -26.2% | -$3,018 | 减仓 |
| CAG | CONAGRA BRANDS INC | $8,395 | 0.00% | 534 | 96 | 21.9% | $1,509 | 重新持有 |
| RGA | REINSURANCE GROUP AMER INC | $8,371 | 0.00% | 41 | 30 | 272.7% | $6,125 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $8,353 | 0.00% | 111 | 43 | 63.2% | $3,236 | 加仓 |
| TOL | TOLL BROTHERS INC | $8,325 | 0.00% | 61 | 22 | 56.4% | $3,002 | 加仓 |
| CI | THE CIGNA GROUP | $8,270 | 0.00% | 31 | 24 | 342.9% | $6,403 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $8,244 | 0.00% | 17 | 4 | 30.8% | $1,940 | 加仓 |
| BC | BRUNSWICK CORP | $8,222 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $8,206 | 0.00% | 352 | 188 | 114.6% | $4,383 | 加仓 |
| WY | WEYERHAEUSER CO | $8,185 | 0.00% | 335 | 0 | 0.0% | — | 不变 |
| XP | XP INC | $8,169 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP | $8,084 | 0.00% | 165 | 13 | 8.6% | $637 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $8,082 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $8,046 | 0.00% | 19 | 5 | 35.7% | $2,117 | 加仓 |
| TRGP | TARGA RES CORP | $8,024 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $8,012 | 0.00% | 147 | -3 | -2.0% | -$164 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $7,984 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $7,978 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT CO INC | $7,933 | 0.00% | 85 | 7 | 9.0% | $653 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $7,920 | 0.00% | 48 | -47 | -49.5% | -$7,755 | 减仓 |
| ES | EVERSOURCE ENERGY | $7,898 | 0.00% | 114 | -93 | -44.9% | -$6,443 | 减仓 |
| BAX | BAXTER INTL INC | $7,863 | 0.00% | 468 | -273 | -36.8% | -$4,587 | 减仓 |
| COR | CENCORA INC | $7,854 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $7,823 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC | $7,780 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| CAR | AVIS BUDGET GROUP INC | $7,731 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $7,689 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| ALV | AUTOLIV INC | $7,677 | 0.00% | 73 | 14 | 23.7% | $1,472 | 加仓 |
| WSO | WATSCO INC | $7,640 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| VFC | V F CORP | $7,612 | 0.00% | 448 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $7,540 | 0.00% | 55 | 23 | 71.9% | $3,153 | 加仓 |
| XBI | SPDR SERIES TRUST | $7,537 | 0.00% | 59 | 59 | — | $7,537 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $7,517 | 0.00% | 42 | 12 | 40.0% | $2,148 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $7,492 | 0.00% | 391 | 0 | 0.0% | — | 不变 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $7,486 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $7,474 | 0.00% | 1,892 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $7,473 | 0.00% | 188 | 188 | — | $7,473 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $7,456 | 0.00% | 323 | -135 | -29.5% | -$3,116 | 减仓 |
| INOD | INNODATA INC | $7,416 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $7,376 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE INC | $7,237 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| NXST | NEXSTAR MEDIA GROUP INC | $7,234 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $7,188 | 0.00% | 73 | 60 | 461.5% | $5,908 | 加仓 |
| THC | TENET HEALTHCARE CORP | $7,171 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $7,136 | 0.00% | 218 | 80 | 58.0% | $2,619 | 加仓 |
| DXCM | DEXCOM INC | $7,097 | 0.00% | 113 | 9 | 8.7% | $565 | 加仓 |
| CACI | CACI INTL INC | $7,071 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $7,020 | 0.00% | 174 | -71 | -29.0% | -$2,864 | 重新持有 |
| MSCI | MSCI INC | $7,008 | 0.00% | 13 | -12 | -48.0% | -$6,469 | 减仓 |
| TTC | TORO CO | $7,008 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC | $7,001 | 0.00% | 55 | 31 | 129.2% | $3,946 | 加仓 |
| NXT | NEXTPOWER INC | $6,992 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $6,919 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $6,918 | 0.00% | 41 | 1 | 2.5% | $169 | 加仓 |
| COHR | COHERENT CORP | $6,909 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $6,842 | 0.00% | 180 | 140 | 350.0% | $5,322 | 重新持有 |
| NYT | NEW YORK TIMES CO MTN BE | $6,783 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $6,782 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $6,734 | 0.00% | 89 | 70 | 368.4% | $5,296 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $6,696 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $6,679 | 0.00% | 204 | -30 | -12.8% | -$982 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $6,652 | 0.00% | 312 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $6,603 | 0.00% | 415 | 0 | 0.0% | — | 不变 |
| SOUN | SOUNDHOUND AI INC | $6,575 | 0.00% | 957 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $6,566 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $6,518 | 0.00% | 33 | -22 | -40.0% | -$4,345 | 减仓 |
| Z | ZILLOW GROUP INC | $6,497 | 0.00% | 157 | 129 | 460.7% | $5,338 | 加仓 |
| VLTO | VERALTO CORP | $6,455 | 0.00% | 73 | -102 | -58.3% | -$9,019 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $6,452 | 0.00% | 68 | 17 | 33.3% | $1,613 | 加仓 |
| SDGR | SCHRODINGER INC | $6,419 | 0.00% | 565 | 0 | 0.0% | — | 不变 |
| ELAN | ELANCO ANIMAL HEALTH INC | $6,390 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $6,370 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $6,363 | 0.00% | 494 | 308 | 165.6% | $3,967 | 重新持有 |