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 |
|---|---|---|---|---|---|---|---|---|
| ATI | ATI INC | $2.33万 | 0.00% | 118 | 84 | 247.1% | $1.66万 | 加仓 |
| WTV | WISDOMTREE TR | $2.33万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.33万 | 0.00% | 43 | -505 | -92.2% | -$27.36万 | 减仓 |
| CNX | CNX RES CORP | $2.35万 | 0.00% | 694 | 654 | 1,635.0% | $2.22万 | 加仓 |
| REMX | VANECK ETF TRUST | $2.36万 | 0.00% | 267 | -205 | -43.4% | -$1.81万 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.00% | 100 | 100 | — | $2.38万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $2.39万 | 0.00% | 635 | -30 | -4.5% | -$1,128 | 减仓 |
| MRP | MILLROSE PPTYS INC | $2.41万 | 0.00% | 802 | 250 | 45.3% | $7,513 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $2.42万 | 0.00% | 891 | 891 | — | $2.42万 | 新建仓 |
| NHI | NATIONAL HEALTH INVS INC | $2.43万 | 0.00% | 318 | 18 | 6.0% | $1,373 | 加仓 |
| ENVX | ENOVIX CORPORATION | $2.43万 | 0.00% | 4,009 | 9 | 0.2% | $55 | 加仓 |
| — | TELIX PHARMACEUTICAL LTD | $2.44万 | 0.00% | 2,112 | 2,112 | — | $2.44万 | 新建仓 |
| GNTX | GENTEX CORP | $2.44万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $2.44万 | 0.00% | 4,256 | 4,256 | — | $2.44万 | 新建仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.44万 | 0.00% | 1,200 | 67 | 5.9% | $1,362 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2.45万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $2.46万 | 0.00% | 254 | 218 | 605.6% | $2.11万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $2.47万 | 0.00% | 864 | 864 | — | $2.47万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $2.48万 | 0.00% | 605 | 395 | 188.1% | $1.62万 | 加仓 |
| MGEE | MGE ENERGY INC | $2.48万 | 0.00% | 304 | 304 | — | $2.48万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $2.48万 | 0.00% | 180 | 19 | 11.8% | $2,623 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $2.50万 | 0.00% | 579 | 502 | 651.9% | $2.17万 | 加仓 |
| LINE | LINEAGE INC | $2.50万 | 0.00% | 579 | 550 | 1,896.6% | $2.38万 | 重新持有 |
| CWEN | CLEARWAY ENERGY INC | $2.51万 | 0.00% | 733 | 687 | 1,493.5% | $2.35万 | 重新持有 |
| AQN | ALGONQUIN POWER & UTILITIES | $2.52万 | 0.00% | 4,304 | 4,304 | — | $2.52万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $2.53万 | 0.00% | 451 | 404 | 859.6% | $2.27万 | 加仓 |
| AIR | AAR CORP | $2.53万 | 0.00% | 177 | 161 | 1,006.2% | $2.30万 | 重新持有 |
| URTH | ISHARES INC | $2.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EQAL | INVESCO EXCH TRADED FD TR II | $2.55万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $2.55万 | 0.00% | 375 | -2,460 | -86.8% | -$16.73万 | 减仓 |
| H | HYATT HOTELS CORP | $2.56万 | 0.00% | 132 | -511 | -79.5% | -$9.91万 | 减仓 |
| AIS | TIDAL TRUST III | $2.56万 | 0.00% | 300 | 300 | — | $2.56万 | 新建仓 |
| NCNO | NCINO INC | $2.57万 | 0.00% | 1,574 | 1,392 | 764.8% | $2.28万 | 重新持有 |
| DBEF | DBX ETF TR | $2.58万 | 0.00% | 472 | -25,064 | -98.2% | -$136.93万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $2.58万 | 0.00% | 375 | -155 | -29.2% | -$1.07万 | 减仓 |
| FTI | TECHNIPFMC PLC | $2.59万 | 0.00% | 390 | -12,291 | -96.9% | -$81.49万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.60万 | 0.00% | 668 | 181 | 37.2% | $7,037 | 加仓 |
| SOBO | SOUTH BOW CORP | $2.60万 | 0.00% | 737 | -1,413 | -65.7% | -$4.98万 | 重新持有 |
| TTMI | TTM TECHNOLOGIES INC | $2.60万 | 0.00% | 139 | 114 | 456.0% | $2.13万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $2.61万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $2.61万 | 0.00% | 1,262 | 1,029 | 441.6% | $2.13万 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.61万 | 0.00% | 1,032 | 32 | 3.2% | $810 | 加仓 |
| KGC | KINROSS GOLD CORP | $2.62万 | 0.00% | 1,110 | 1,110 | — | $2.62万 | 新建仓 |
| W | WAYFAIR INC | $2.63万 | 0.00% | 285 | 226 | 383.1% | $2.09万 | 重新持有 |
| AMBA | AMBARELLA INC | $2.63万 | 0.00% | 307 | 282 | 1,128.0% | $2.42万 | 重新持有 |
| CNH | CNH INDL N V | $2.64万 | 0.00% | 2,348 | 73 | 3.2% | $820 | 加仓 |
| TIC | TIC SOLUTIONS INC | $2.64万 | 0.00% | 3,262 | 36 | 1.1% | $291 | 加仓 |
| PBF | PBF ENERGY INC | $2.67万 | 0.00% | 586 | 556 | 1,853.3% | $2.53万 | 加仓 |
| AIP | ARTERIS INC | $2.67万 | 0.00% | 550 | 538 | 4,483.3% | $2.61万 | 重新持有 |
| ALLY | ALLY FINL INC | $2.68万 | 0.00% | 583 | 518 | 796.9% | $2.38万 | 加仓 |
| CPT | CAMDEN PPTY TR | $2.68万 | 0.00% | 234 | 203 | 654.8% | $2.32万 | 加仓 |
| SF | STIFEL FINL CORP | $2.69万 | 0.00% | 386 | -3,493 | -90.0% | -$24.37万 | 减仓 |
| SRAD | SPORTRADAR GROUP AG | $2.69万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $2.70万 | 0.00% | 211 | 152 | 257.6% | $1.95万 | 加仓 |
| DY | DYCOM INDS INC | $2.73万 | 0.00% | 54 | 45 | 500.0% | $2.28万 | 加仓 |
| IOO | ISHARES TR | $2.73万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $2.74万 | 0.00% | 376 | 358 | 1,988.9% | $2.61万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $2.75万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| — | VANGUARD WORLD FD | $2.77万 | 0.00% | 289 | 289 | — | $2.77万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $2.78万 | 0.00% | 2,875 | 2,875 | — | $2.78万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.78万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| GMRS | GMR SOLUTIONS INC | $2.78万 | 0.00% | 1,800 | 1,800 | — | $2.78万 | 新建仓 |
| — | GALECTIN THERAPEUTICS INC | $2.78万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2.78万 | 0.00% | 1,417 | 377 | 36.2% | $7,408 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $2.80万 | 0.00% | 271 | 261 | 2,610.0% | $2.70万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $2.80万 | 0.00% | 792 | 402 | 103.1% | $1.42万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2.81万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $2.81万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON INC | $2.81万 | 0.00% | 313 | 278 | 794.3% | $2.50万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $2.81万 | 0.00% | 2,164 | 54 | 2.6% | $702 | 加仓 |
| — | BNY MELLON ETF TRUST II | $2.82万 | 0.00% | 757 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $2.83万 | 0.00% | 137 | 97 | 242.5% | $2.00万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $2.85万 | 0.00% | 294 | 94 | 47.0% | $9,115 | 加仓 |
| UPBD | UPBOUND GROUP INC | $2.85万 | 0.00% | 1,344 | 144 | 12.0% | $3,056 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $2.88万 | 0.00% | 394 | -3,662 | -90.3% | -$26.74万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.89万 | 0.00% | 66 | -4,446 | -98.5% | -$194.58万 | 减仓 |
| ZD | ZIFF DAVIS INC | $2.90万 | 0.00% | 553 | 3 | 0.5% | $157 | 加仓 |
| — | ABERDEEN INDIA FD INC | $2.92万 | 0.00% | 2,487 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $2.92万 | 0.00% | 1,023 | 973 | 1,946.0% | $2.78万 | 加仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.94万 | 0.00% | 415 | 378 | 1,021.6% | $2.68万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.95万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2.95万 | 0.00% | 211 | 192 | 1,010.5% | $2.69万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2.96万 | 0.00% | 5,029 | 5,029 | — | $2.96万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.98万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $2.99万 | 0.00% | 1,166 | 1,011 | 652.3% | $2.59万 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $3.00万 | 0.00% | 100 | 100 | — | $3.00万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $3.00万 | 0.00% | 172 | 27 | 18.6% | $4,717 | 加仓 |
| BKH | BLACK HILLS CORP | $3.01万 | 0.00% | 404 | 384 | 1,920.0% | $2.86万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $3.01万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $3.02万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $3.02万 | 0.00% | 1,673 | -225 | -11.9% | -$4,068 | 减仓 |
| GEN | GEN DIGITAL INC | $3.03万 | 0.00% | 1,217 | 1,004 | 471.4% | $2.50万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3.03万 | 0.00% | 290 | 280 | 2,800.0% | $2.93万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.04万 | 0.00% | 501 | 288 | 135.2% | $1.75万 | 加仓 |
| PKX | POSCO HOLDINGS INC | $3.05万 | 0.00% | 594 | 594 | — | $3.05万 | 新建仓 |
| BTE | BAYTEX ENERGY CORP | $3.07万 | 0.00% | 7,670 | 7,670 | — | $3.07万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $3.07万 | 0.00% | 737 | 101 | 15.9% | $4,206 | 加仓 |
| BPOP | POPULAR INC | $3.07万 | 0.00% | 187 | 184 | 6,133.3% | $3.02万 | 加仓 |
| AGI | ALAMOS GOLD INC | $3.08万 | 0.00% | 1,015 | 559 | 122.6% | $1.70万 | 加仓 |
| GDX | VANECK ETF TRUST | $3.10万 | 0.00% | 411 | -3,661 | -89.9% | -$27.65万 | 减仓 |