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 |
|---|---|---|---|---|---|---|---|---|
| NPO | ENPRO INC | $7,916 | 0.00% | 21 | 4 | 23.5% | $1,508 | 重新持有 |
| ARKG | ARK ETF TR | $8,034 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $8,108 | 0.00% | 456 | 456 | — | $8,108 | 新建仓 |
| PCVX | VAXCYTE INC | $8,139 | 0.00% | 140 | -3,495 | -96.1% | -$20.32万 | 重新持有 |
| ERIE | ERIE INDTY CO | $8,152 | 0.00% | 34 | 29 | 580.0% | $6,953 | 加仓 |
| USIG | ISHARES TR | $8,190 | 0.00% | 160 | -430 | -72.9% | -$2.20万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $8,190 | 0.00% | 198 | -1,485 | -88.2% | -$6.14万 | 重新持有 |
| LCII | LCI INDS | $8,259 | 0.00% | 78 | 28 | 56.0% | $2,965 | 加仓 |
| — | OWLET INC | $8,277 | 0.00% | 1,442 | 1,442 | — | $8,277 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $8,289 | 0.00% | 324 | 302 | 1,372.7% | $7,726 | 重新持有 |
| IRMD | IRADIMED CORP | $8,315 | 0.00% | 87 | 38 | 77.6% | $3,632 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8,327 | 0.00% | 316 | 196 | 163.3% | $5,165 | 加仓 |
| PFFA | ETFIS SER TR I | $8,331 | 0.00% | 405 | -870 | -68.2% | -$1.79万 | 减仓 |
| COCO | VITA COCO CO INC | $8,334 | 0.00% | 126 | -2,053 | -94.2% | -$13.58万 | 重新持有 |
| ACHR | ARCHER AVIATION INC | $8,335 | 0.00% | 1,762 | 1,762 | — | $8,335 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $8,336 | 0.00% | 52 | 6 | 13.0% | $962 | 加仓 |
| — | TIDAL TRUST I | $8,341 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $8,398 | 0.00% | 68 | 68 | — | $8,398 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $8,446 | 0.00% | 212 | 212 | — | $8,446 | 新建仓 |
| PL | PLANET LABS PBC | $8,449 | 0.00% | 255 | 40 | 18.6% | $1,325 | 加仓 |
| XHR | XENIA HOTELS & RESORTS INC | $8,461 | 0.00% | 416 | 55 | 15.2% | $1,119 | 加仓 |
| CVSA | COVISTA INC | $8,478 | 0.00% | 68 | -606 | -89.9% | -$7.56万 | 重新持有 |
| IDEF | BLACKROCK ETF TRUST | $8,555 | 0.00% | 269 | 185 | 220.2% | $5,884 | 加仓 |
| IEZ | ISHARES TR | $8,617 | 0.00% | 320 | 1 | 0.3% | $27 | 加仓 |
| MUSA | MURPHY USA INC | $8,622 | 0.00% | 16 | 11 | 220.0% | $5,928 | 加仓 |
| RDNT | RADNET INC | $8,634 | 0.00% | 140 | 132 | 1,650.0% | $8,141 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $8,660 | 0.00% | 100 | 90 | 900.0% | $7,794 | 加仓 |
| ABVX | ABIVAX SA | $8,662 | 0.00% | 65 | -961 | -93.7% | -$12.81万 | 重新持有 |
| FAF | FIRST AMERN FINL CORP | $8,711 | 0.00% | 127 | 2 | 1.6% | $137 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $8,727 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| MGNI | MAGNITE INC | $8,750 | 0.00% | 461 | 447 | 3,192.9% | $8,484 | 加仓 |
| AWR | AMER STATES WTR CO | $8,760 | 0.00% | 106 | 91 | 606.7% | $7,520 | 重新持有 |
| SLM | SLM CORP | $8,769 | 0.00% | 338 | 283 | 514.5% | $7,342 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $8,788 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $8,792 | 0.00% | 88 | 68 | 340.0% | $6,794 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $8,808 | 0.00% | 57 | 42 | 280.0% | $6,490 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $8,849 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $8,867 | 0.00% | 1,444 | -16,159 | -91.8% | -$9.92万 | 减仓 |
| SG | SWEETGREEN INC | $8,899 | 0.00% | 1,010 | -1,490 | -59.6% | -$1.31万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $8,900 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $8,908 | 0.00% | 203 | -30,445 | -99.3% | -$133.60万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $8,926 | 0.00% | 1,020 | 20 | 2.0% | $175 | 加仓 |
| CYTK | CYTOKINETICS INC | $8,946 | 0.00% | 105 | 5 | 5.0% | $426 | 加仓 |
| PINS | PINTEREST INC | $9,044 | 0.00% | 430 | 17 | 4.1% | $358 | 加仓 |
| NOVT | NOVANTA INC | $9,086 | 0.00% | 56 | 46 | 460.0% | $7,464 | 加仓 |
| PSN | PARSONS CORP DEL | $9,117 | 0.00% | 174 | 147 | 544.4% | $7,702 | 重新持有 |
| NESR | NATIONAL ENERGY SERVICES REU | $9,190 | 0.00% | 307 | -4,625 | -93.8% | -$13.84万 | 重新持有 |
| FND | FLOOR & DECOR HLDGS INC | $9,261 | 0.00% | 156 | -659 | -80.9% | -$3.91万 | 减仓 |
| TEM | TEMPUS AI INC | $9,270 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $9,305 | 0.00% | 65 | 55 | 550.0% | $7,873 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $9,339 | 0.00% | 360 | 160 | 80.0% | $4,151 | 加仓 |
| HUT | HUT 8 CORP | $9,352 | 0.00% | 81 | 81 | — | $9,352 | 新建仓 |
| PUK | PRUDENTIAL PLC | $9,357 | 0.00% | 349 | 349 | — | $9,357 | 新建仓 |
| MORN | MORNINGSTAR INC | $9,362 | 0.00% | 60 | 52 | 650.0% | $8,114 | 加仓 |
| SCHL | SCHOLASTIC CORP | $9,384 | 0.00% | 204 | 199 | 3,980.0% | $9,154 | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $9,396 | 0.00% | 24 | 14 | 140.0% | $5,481 | 加仓 |
| NJR | NEW JERSEY RES CORP | $9,415 | 0.00% | 168 | 143 | 572.0% | $8,014 | 加仓 |
| SSD | SIMPSON MFG INC | $9,421 | 0.00% | 45 | 30 | 200.0% | $6,281 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $9,427 | 0.00% | 87 | 87 | — | $9,427 | 新建仓 |
| FMC | FMC CORP | $9,430 | 0.00% | 820 | 820 | — | $9,430 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $9,443 | 0.00% | 129 | 114 | 760.0% | $8,345 | 加仓 |
| HRI | HERC HLDGS INC | $9,462 | 0.00% | 66 | -17 | -20.5% | -$2,437 | 减仓 |
| WFG | WEST FRASER TIMBER CO LTD | $9,477 | 0.00% | 140 | -19 | -11.9% | -$1,286 | 减仓 |
| — | FLUX PWR HLDGS INC | $9,510 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $9,548 | 0.00% | 257 | 57 | 28.5% | $2,118 | 加仓 |
| — | ALPS ETF TR | $9,562 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC | $9,593 | 0.00% | 80 | 70 | 700.0% | $8,394 | 加仓 |
| TDOC | TELADOC HEALTH INC | $9,600 | 0.00% | 1,132 | -958 | -45.8% | -$8,124 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $9,621 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| CUZ | COUSINS PPTYS INC | $9,624 | 0.00% | 321 | 281 | 702.5% | $8,425 | 加仓 |
| INCY | INCYTE CORP | $9,636 | 0.00% | 85 | -6,414 | -98.7% | -$72.71万 | 减仓 |
| ESAB | ESAB CORPORATION | $9,765 | 0.00% | 99 | 71 | 253.6% | $7,003 | 加仓 |
| BROS | DUTCH BROS INC | $9,838 | 0.00% | 137 | 111 | 426.9% | $7,971 | 加仓 |
| FIVE | FIVE BELOW INC | $9,890 | 0.00% | 55 | -1,804 | -97.0% | -$32.44万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $9,900 | 0.00% | 34 | -194 | -85.1% | -$5.65万 | 重新持有 |
| — | FRANKLIN XRP TRUST | $9,932 | 0.00% | 875 | 875 | — | $9,932 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $9,967 | 0.00% | 364 | 144 | 65.5% | $3,943 | 加仓 |
| VNT | VONTIER CORPORATION | $9,976 | 0.00% | 344 | 162 | 89.0% | $4,698 | 加仓 |
| FCN | FTI CONSULTING INC | $9,985 | 0.00% | 67 | 57 | 570.0% | $8,495 | 加仓 |
| PLMR | PALOMAR HLDGS INC | $9,986 | 0.00% | 79 | -1,322 | -94.4% | -$16.71万 | 重新持有 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $9,992 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| INSP | INSPIRE MED SYS INC | $9,993 | 0.00% | 224 | 220 | 5,500.0% | $9,815 | 重新持有 |
| BAI | BLACKROCK ETF TRUST | $1.00万 | 0.00% | 190 | 190 | — | $1.00万 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $1.01万 | 0.00% | 152 | 2 | 1.3% | $133 | 加仓 |
| TIPX | SPDR SERIES TRUST | $1.01万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $1.02万 | 0.00% | 86 | 71 | 473.3% | $8,447 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $1.02万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $1.03万 | 0.00% | 1,835 | 1,817 | 10,094.4% | $1.02万 | 重新持有 |
| JOBY | JOBY AVIATION INC | $1.04万 | 0.00% | 1,162 | 1,162 | — | $1.04万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.04万 | 0.00% | 5 | 1 | 25.0% | $2,073 | 加仓 |
| BHC | BAUSCH HEALTH COS INC | $1.04万 | 0.00% | 2,106 | 2,106 | — | $1.04万 | 新建仓 |
| TLH | ISHARES TR | $1.04万 | 0.00% | 104 | 104 | — | $1.04万 | 新建仓 |
| — | GLOBAL X FDS | $1.04万 | 0.00% | 414 | 414 | — | $1.04万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.05万 | 0.00% | 789 | 789 | — | $1.05万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $1.05万 | 0.00% | 392 | 392 | — | $1.05万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $1.06万 | 0.00% | 163 | 51 | 45.5% | $3,302 | 加仓 |
| BELFB | BEL FUSE INC | $1.07万 | 0.00% | 32 | -558 | -94.6% | -$18.58万 | 重新持有 |
| INVH | INVITATION HOMES INC | $1.07万 | 0.00% | 353 | 188 | 113.9% | $5,680 | 加仓 |
| GME | GAMESTOP CORP | $1.08万 | 0.00% | 487 | 17 | 3.6% | $375 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.08万 | 0.00% | 251 | -3,160 | -92.6% | -$13.60万 | 重新持有 |