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 |
|---|---|---|---|---|---|---|---|---|
| PLXS | PLEXUS CORP | $1.08万 | 0.00% | 36 | 27 | 300.0% | $8,119 | 重新持有 |
| KRG | KITE REALTY GROUP TRUST | $1.09万 | 0.00% | 383 | 323 | 538.3% | $9,168 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $1.09万 | 0.00% | 98 | 34 | 53.1% | $3,772 | 加仓 |
| M | MACYS INC | $1.09万 | 0.00% | 464 | 339 | 271.2% | $7,983 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1.09万 | 0.00% | 382 | 382 | — | $1.09万 | 新建仓 |
| SNX | TD SYNNEX CORPORATION | $1.10万 | 0.00% | 41 | 23 | 127.8% | $6,149 | 加仓 |
| IVES | WEDBUSH SER TR | $1.10万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| AVEX | AEVEX CORP | $1.10万 | 0.00% | 529 | 529 | — | $1.10万 | 新建仓 |
| — | ISABELLA BK CORP | $1.11万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1.11万 | 0.00% | 536 | 6 | 1.1% | $124 | 加仓 |
| PEGA | PEGASYSTEMS INC | $1.11万 | 0.00% | 371 | 341 | 1,136.7% | $1.02万 | 加仓 |
| SMMV | ISHARES TR | $1.11万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| CLSK | CLEANSPARK INC | $1.13万 | 0.00% | 774 | 594 | 330.0% | $8,644 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.13万 | 0.00% | 46 | 31 | 206.7% | $7,601 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $1.15万 | 0.00% | 495 | 443 | 851.9% | $1.02万 | 加仓 |
| LII | LENNOX INTL INC | $1.15万 | 0.00% | 20 | 5 | 33.3% | $2,865 | 加仓 |
| ADC | AGREE RLTY CORP | $1.15万 | 0.00% | 152 | 118 | 347.1% | $8,938 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1.15万 | 0.00% | 1,412 | 860 | 155.8% | $7,027 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $1.16万 | 0.00% | 327 | 40 | 13.9% | $1,416 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $1.16万 | 0.00% | 1,273 | 160 | 14.4% | $1,462 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $1.17万 | 0.00% | 156 | 131 | 524.0% | $9,789 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $1.17万 | 0.00% | 144 | 93 | 182.4% | $7,587 | 重新持有 |
| COWZ | PACER FDS TR | $1.17万 | 0.00% | 189 | 189 | — | $1.17万 | 新建仓 |
| — | ACV AUCTIONS INC | $1.18万 | 0.00% | 1,636 | 236 | 16.9% | $1,697 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1.19万 | 0.00% | 411 | -308 | -42.8% | -$8,936 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $1.19万 | 0.00% | 320 | 229 | 251.6% | $8,542 | 加仓 |
| IMAX | IMAX CORP | $1.20万 | 0.00% | 300 | -4,373 | -93.6% | -$17.43万 | 重新持有 |
| WHR | WHIRLPOOL CORP | $1.20万 | 0.00% | 304 | 289 | 1,926.7% | $1.14万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.20万 | 0.00% | 41 | -195 | -82.6% | -$5.70万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.20万 | 0.00% | 75 | 5 | 7.1% | $802 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $1.21万 | 0.00% | 167 | 167 | — | $1.21万 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.21万 | 0.00% | 72 | -1,207 | -94.4% | -$20.36万 | 减仓 |
| DORM | DORMAN PRODS INC | $1.22万 | 0.00% | 89 | -846 | -90.5% | -$11.56万 | 重新持有 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.00% | 272 | 4 | 1.5% | $179 | 加仓 |
| HLNE | HAMILTON LANE INC | $1.25万 | 0.00% | 158 | 79 | 100.0% | $6,228 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.25万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $1.25万 | 0.00% | 204 | 14 | 7.4% | $859 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.25万 | 0.00% | 82 | 38 | 86.4% | $5,813 | 加仓 |
| LZ | LEGALZOOM COM INC | $1.26万 | 0.00% | 2,048 | 48 | 2.4% | $294 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.26万 | 0.00% | 274 | 274 | — | $1.26万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.28万 | 0.00% | 157 | 48 | 44.0% | $3,913 | 加仓 |
| ETSY | ETSY INC | $1.28万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC | $1.29万 | 0.00% | 145 | 120 | 480.0% | $1.07万 | 加仓 |
| PRGO | PERRIGO CO PLC | $1.29万 | 0.00% | 1,242 | 1,227 | 8,180.0% | $1.28万 | 加仓 |
| CALX | CALIX INC | $1.30万 | 0.00% | 347 | 164 | 89.6% | $6,121 | 加仓 |
| LCTU | BLACKROCK ETF TRUST | $1.30万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $1.30万 | 0.00% | 94 | -52 | -35.6% | -$7,184 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.30万 | 0.00% | 67 | 32 | 91.4% | $6,229 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1.31万 | 0.00% | 330 | 330 | — | $1.31万 | 新建仓 |
| PRI | PRIMERICA INC | $1.31万 | 0.00% | 46 | 36 | 360.0% | $1.02万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.31万 | 0.00% | 297 | 297 | — | $1.31万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $1.32万 | 0.00% | 156 | 68 | 77.3% | $5,752 | 加仓 |
| — | GATES INDL CORP PLC | $1.32万 | 0.00% | 473 | 446 | 1,651.9% | $1.25万 | 加仓 |
| PEN | PENUMBRA INC | $1.33万 | 0.00% | 42 | 5 | 13.5% | $1,579 | 加仓 |
| CACC | CREDIT ACCEP CORP MICH | $1.34万 | 0.00% | 21 | 21 | — | $1.34万 | 新建仓 |
| SOXL | DIREXION SHARES ETF TRUST | $1.34万 | 0.00% | 50 | 50 | — | $1.34万 | 新建仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $1.35万 | 0.00% | 403 | 381 | 1,731.8% | $1.27万 | 重新持有 |
| EOS | EATON VANCE ENHANCED EQUITY | $1.36万 | 0.00% | 618 | 618 | — | $1.36万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1.37万 | 0.00% | 34 | 32 | 1,600.0% | $1.29万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $1.38万 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| EMLC | VANECK ETF TRUST | $1.38万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP | $1.39万 | 0.00% | 266 | -3,846 | -93.5% | -$20.05万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $1.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN | $1.40万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| PENG | PENGUIN SOLUTIONS INC | $1.40万 | 0.00% | 184 | 184 | — | $1.40万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $1.40万 | 0.00% | 114 | 5 | 4.6% | $615 | 加仓 |
| — | TEMPLETON EMERGING MKTS INCO | $1.41万 | 0.00% | 2,089 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $1.41万 | 0.00% | 97 | -4 | -4.0% | -$581 | 减仓 |
| VNO | VORNADO RLTY TR | $1.43万 | 0.00% | 365 | 293 | 406.9% | $1.15万 | 加仓 |
| TECB | ISHARES TR | $1.44万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $1.44万 | 0.00% | 142 | 34 | 31.5% | $3,437 | 加仓 |
| ICL | ICL GROUP LTD | $1.44万 | 0.00% | 2,888 | 2,888 | — | $1.44万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $1.44万 | 0.00% | 96 | -1,045 | -91.6% | -$15.68万 | 重新持有 |
| NMRA | NEUMORA THERAPEUTICS INC. | $1.44万 | 0.00% | 8,496 | 8,496 | — | $1.44万 | 新建仓 |
| GRFS | GRIFOLS S A | $1.45万 | 0.00% | 2,054 | 2,054 | — | $1.45万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $1.46万 | 0.00% | 238 | 68 | 40.0% | $4,169 | 加仓 |
| BOX | BOX INC | $1.46万 | 0.00% | 551 | 386 | 233.9% | $1.02万 | 重新持有 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $1.47万 | 0.00% | 361 | 304 | 533.3% | $1.24万 | 重新持有 |
| BFLY | BUTTERFLY NETWORK INC | $1.49万 | 0.00% | 1,766 | 16 | 0.9% | $135 | 加仓 |
| FLNG | FLEX LNG LTD | $1.49万 | 0.00% | 530 | 30 | 6.0% | $842 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $1.49万 | 0.00% | 238 | 64 | 36.8% | $4,008 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.49万 | 0.00% | 313 | 263 | 526.0% | $1.26万 | 加仓 |
| IYY | ISHARES TR | $1.49万 | 0.00% | 82 | 82 | — | $1.49万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $1.49万 | 0.00% | 313 | -1,806 | -85.2% | -$8.62万 | 重新持有 |
| TDUP | THREDUP INC | $1.50万 | 0.00% | 2,184 | 884 | 68.0% | $6,056 | 加仓 |
| CGNX | COGNEX CORP | $1.51万 | 0.00% | 208 | 163 | 362.2% | $1.18万 | 加仓 |
| RMOP | TIDAL TRUST III | $1.51万 | 0.00% | 591 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $1.51万 | 0.00% | 1,013 | 513 | 102.6% | $7,654 | 加仓 |
| IEX | IDEX CORP | $1.52万 | 0.00% | 67 | 34 | 103.0% | $7,716 | 加仓 |
| FIP | FTAI INFRASTRUCTURE INC | $1.52万 | 0.00% | 3,280 | 1,250 | 61.6% | $5,800 | 加仓 |
| LOGI | LOGITECH INTL S A | $1.54万 | 0.00% | 164 | 164 | — | $1.54万 | 新建仓 |
| GGG | GRACO INC | $1.54万 | 0.00% | 204 | -237 | -53.7% | -$1.79万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $1.55万 | 0.00% | 5,279 | 4,242 | 409.1% | $1.24万 | 重新持有 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.55万 | 0.00% | 277 | 277 | — | $1.55万 | 新建仓 |
| ATS | ATS CORPORATION | $1.55万 | 0.00% | 539 | 539 | — | $1.55万 | 新建仓 |
| FLEX | FLEX LTD | $1.56万 | 0.00% | 96 | 5 | 5.5% | $810 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $1.56万 | 0.00% | 242 | 78 | 47.6% | $5,017 | 加仓 |
| — | OCCIDENTAL PETE CORP | $1.56万 | 0.00% | 585 | 292 | 99.7% | $7,776 | 加仓 |
| XSD | SPDR SERIES TRUST | $1.56万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $1.56万 | 0.00% | 444 | 0 | 0.0% | — | 不变 |