Clearstead Advisors, LLC
CLEVELAND OH · SEC CIK 0000842775
$105.94亿2026Q2 申报市值
3,662持仓数
28.9%前十大占比 · 第一大 9.4%
998 / 94新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
BGGG 新建仓+$1.24亿
SON 加仓+$3,905.08万
HYLB 加仓+$2,307.05万
USHY 加仓+$2,300.86万
VXUS 加仓+$2,174.02万
2026Q2 卖出最多 按季末市值估算
PCAR 减仓-$2.92亿
VOO 减仓-$1.41亿
MSFT 减仓-$1.26亿
IDEV 减仓-$1.25亿
DIHP 减仓-$8,491.16万
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 |
|---|---|---|---|---|---|---|---|---|
| OMCL | OMNICELL COM | $5,647 | 0.00% | 136 | -1,092 | -88.9% | -$4.53万 | 重新持有 |
| XENE | XENON PHARMACEUTICALS INC | $5,674 | 0.00% | 94 | -1,121 | -92.3% | -$6.77万 | 重新持有 |
| ITGR | INTEGER HLDGS CORP | $5,702 | 0.00% | 61 | 60 | 6,000.0% | $5,609 | 重新持有 |
| LEU | CENTRUS ENERGY CORP | $5,708 | 0.00% | 34 | 32 | 1,600.0% | $5,372 | 加仓 |
| DOX | AMDOCS LTD | $5,762 | 0.00% | 114 | 114 | — | $5,762 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $5,804 | 0.00% | 142 | 47 | 49.5% | $1,921 | 加仓 |
| VVV | VALVOLINE INC | $5,813 | 0.00% | 147 | 112 | 320.0% | $4,429 | 加仓 |
| FTDR | FRONTDOOR INC | $5,821 | 0.00% | 75 | -2,024 | -96.4% | -$15.71万 | 重新持有 |
| SCHP | SCHWAB STRATEGIC TR | $5,830 | 0.00% | 220 | -76 | -25.7% | -$2,014 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5,885 | 0.00% | 1,025 | 1,025 | — | $5,885 | 新建仓 |
| HAPN | HAPPEN INC | $5,911 | 0.00% | 285 | 285 | — | $5,911 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5,915 | 0.00% | 1,280 | 533 | 71.4% | $2,463 | 重新持有 |
| PPLT | ABRDN PLATINUM ETF TRUST | $5,935 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $5,957 | 0.00% | 86 | 83 | 2,766.7% | $5,749 | 重新持有 |
| MMS | MAXIMUS INC | $5,969 | 0.00% | 111 | 91 | 455.0% | $4,894 | 加仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $6,058 | 0.00% | 57 | -1,015 | -94.7% | -$10.79万 | 重新持有 |
| KMPR | KEMPER CORP | $6,067 | 0.00% | 225 | 4 | 1.8% | $108 | 重新持有 |
| VAL | VALARIS LTD | $6,100 | 0.00% | 84 | 4 | 5.0% | $290 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $6,122 | 0.00% | 200 | -5 | -2.4% | -$153 | 减仓 |
| HR | HEALTHCARE RLTY TR | $6,152 | 0.00% | 305 | 19 | 6.6% | $383 | 重新持有 |
| THRO | BLACKROCK ETF TRUST | $6,165 | 0.00% | 143 | 143 | — | $6,165 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $6,194 | 0.00% | 76 | 56 | 280.0% | $4,564 | 加仓 |
| SAM | BOSTON BEER INC | $6,197 | 0.00% | 35 | 30 | 600.0% | $5,312 | 加仓 |
| NBN | NORTHEAST BK PORTLAND ME | $6,229 | 0.00% | 47 | -694 | -93.7% | -$9.20万 | 重新持有 |
| BLDP | BALLARD PWR SYS INC NEW | $6,236 | 0.00% | 1,603 | 1,603 | — | $6,236 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $6,246 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $6,246 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6,286 | 0.00% | 163 | 63 | 63.0% | $2,430 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6,336 | 0.00% | 200 | 200 | — | $6,336 | 新建仓 |
| DIOD | DIODES INC | $6,349 | 0.00% | 58 | 54 | 1,350.0% | $5,911 | 重新持有 |
| XRAY | DENTSPLY SIRONA INC | $6,367 | 0.00% | 600 | 418 | 229.7% | $4,436 | 加仓 |
| ORC | ORCHID IS CAP INC | $6,399 | 0.00% | 918 | 68 | 8.0% | $474 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $6,417 | 0.00% | 45 | 45 | — | $6,417 | 新建仓 |
| UMBF | UMB FINL CORP | $6,519 | 0.00% | 46 | 36 | 360.0% | $5,102 | 加仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $6,539 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $6,589 | 0.00% | 365 | -2,251 | -86.0% | -$4.06万 | 减仓 |
| CSTM | CONSTELLIUM SE | $6,598 | 0.00% | 207 | 147 | 245.0% | $4,686 | 重新持有 |
| PLUG | PLUG PWR INC | $6,626 | 0.00% | 2,445 | 2,345 | 2,345.0% | $6,355 | 加仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $6,634 | 0.00% | 105 | 104 | 10,400.0% | $6,571 | 重新持有 |
| BCI | ABRDN ETFS | $6,702 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC | $6,705 | 0.00% | 178 | -1,400 | -88.7% | -$5.27万 | 重新持有 |
| PII | POLARIS INC | $6,708 | 0.00% | 98 | 83 | 553.3% | $5,681 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $6,723 | 0.00% | 505 | -27 | -5.1% | -$359 | 减仓 |
| ORKA | ORUKA THERAPEUTICS INC | $6,758 | 0.00% | 71 | 71 | — | $6,758 | 新建仓 |
| SNDR | SCHNEIDER NATIONAL INC | $6,759 | 0.00% | 185 | 177 | 2,212.5% | $6,467 | 重新持有 |
| AGM | FEDERAL AGRIC MTG CORP | $6,776 | 0.00% | 34 | -801 | -95.9% | -$15.96万 | 重新持有 |
| IDCC | INTERDIGITAL INC | $6,796 | 0.00% | 24 | 18 | 300.0% | $5,097 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $6,842 | 0.00% | 331 | 56 | 20.4% | $1,158 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $6,848 | 0.00% | 366 | 343 | 1,491.3% | $6,418 | 加仓 |
| OGN | ORGANON & CO | $6,852 | 0.00% | 506 | 9 | 1.8% | $122 | 加仓 |
| KWEB | KRANESHARES TRUST | $6,901 | 0.00% | 282 | -24 | -7.8% | -$587 | 减仓 |
| BHE | BENCHMARK ELECTRS INC | $6,907 | 0.00% | 70 | -1,293 | -94.9% | -$12.76万 | 重新持有 |
| KAI | KADANT INC | $6,914 | 0.00% | 22 | 18 | 450.0% | $5,657 | 重新持有 |
| ESNT | ESSENT GROUP LTD | $6,943 | 0.00% | 108 | 78 | 260.0% | $5,014 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6,947 | 0.00% | 404 | 166 | 69.7% | $2,854 | 加仓 |
| BRZE | BRAZE INC | $6,964 | 0.00% | 321 | -4,108 | -92.8% | -$8.91万 | 重新持有 |
| SILJ | AMPLIFY ETF TR | $6,999 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $7,008 | 0.00% | 633 | 133 | 26.6% | $1,472 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $7,018 | 0.00% | 33 | -1,000 | -96.8% | -$21.27万 | 减仓 |
| RLI | RLI CORP | $7,030 | 0.00% | 119 | 99 | 495.0% | $5,848 | 加仓 |
| KMT | KENNAMETAL INC | $7,046 | 0.00% | 201 | 201 | — | $7,046 | 新建仓 |
| JD | JD.COM INC | $7,051 | 0.00% | 277 | 9 | 3.4% | $229 | 加仓 |
| LEVI | LEVI STRAUSS & CO NEW | $7,052 | 0.00% | 284 | -283 | -49.9% | -$7,027 | 减仓 |
| SLGN | SILGAN HLDGS INC | $7,052 | 0.00% | 152 | 111 | 270.7% | $5,150 | 加仓 |
| IOSP | INNOSPEC INC | $7,082 | 0.00% | 87 | 79 | 987.5% | $6,431 | 重新持有 |
| GSBD | GOLDMAN SACHS BDC INC | $7,110 | 0.00% | 750 | 750 | — | $7,110 | 新建仓 |
| ABM | ABM INDS INC | $7,123 | 0.00% | 161 | -1,008 | -86.2% | -$4.46万 | 重新持有 |
| PLNT | PLANET FITNESS MASTER ISSUER | $7,148 | 0.00% | 137 | 111 | 426.9% | $5,791 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $7,172 | 0.00% | 220 | -236 | -51.8% | -$7,694 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $7,192 | 0.00% | 249 | -3,230 | -92.8% | -$9.33万 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $7,265 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $7,268 | 0.00% | 42 | 40 | 2,000.0% | $6,922 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $7,275 | 0.00% | 97 | 50 | 106.4% | $3,750 | 加仓 |
| BCO | BRINKS CO | $7,276 | 0.00% | 77 | 62 | 413.3% | $5,859 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $7,285 | 0.00% | 225 | 225 | — | $7,285 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $7,289 | 0.00% | 23 | 9 | 64.3% | $2,852 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $7,316 | 0.00% | 64 | 54 | 540.0% | $6,173 | 加仓 |
| OVID | OVID THERAPEUTICS INC | $7,355 | 0.00% | 2,734 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP | $7,403 | 0.00% | 123 | 109 | 778.6% | $6,560 | 重新持有 |
| LGN | LEGENCE CORP | $7,416 | 0.00% | 87 | -3,173 | -97.3% | -$27.05万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $7,475 | 0.00% | 184 | -206 | -52.8% | -$8,369 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $7,539 | 0.00% | 85 | 70 | 466.7% | $6,209 | 加仓 |
| GVA | GRANITE CONSTR INC | $7,589 | 0.00% | 48 | -821 | -94.5% | -$12.98万 | 重新持有 |
| CMTG | CLAROS MTG TR INC | $7,599 | 0.00% | 3,233 | 39 | 1.2% | $92 | 加仓 |
| — | KRANESHARES TRUST | $7,633 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| ADEA | ADEIA INC | $7,640 | 0.00% | 232 | -4,255 | -94.8% | -$14.01万 | 重新持有 |
| KSS | KOHLS CORP | $7,656 | 0.00% | 432 | 400 | 1,250.0% | $7,089 | 加仓 |
| SMDV | PROSHARES TR | $7,703 | 0.00% | 100 | 100 | — | $7,703 | 新建仓 |
| SNEX | STONEX GROUP INC | $7,703 | 0.00% | 65 | -1,056 | -94.2% | -$12.51万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $7,762 | 0.00% | 148 | -704 | -82.6% | -$3.69万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $7,766 | 0.00% | 204 | 159 | 353.3% | $6,053 | 加仓 |
| IAGG | ISHARES TR | $7,793 | 0.00% | 154 | 154 | — | $7,793 | 新建仓 |
| SDCI | USCF ETF TR | $7,800 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| GARP | ISHARES TR | $7,843 | 0.00% | 95 | 95 | — | $7,843 | 新建仓 |
| BRX | BRIXMOR PPTY GROUP INC | $7,852 | 0.00% | 249 | 145 | 139.4% | $4,572 | 加仓 |
| HOG | HARLEY DAVIDSON INC | $7,853 | 0.00% | 321 | 181 | 129.3% | $4,428 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $7,854 | 0.00% | 135 | 135 | — | $7,854 | 新建仓 |
| GBCI | GLACIER BANCORP INC NEW | $7,863 | 0.00% | 152 | 120 | 375.0% | $6,208 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,874 | 0.00% | 77 | -2,572 | -97.1% | -$26.30万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $7,882 | 0.00% | 2,165 | 165 | 8.2% | $601 | 加仓 |