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 |
|---|---|---|---|---|---|---|---|---|
| MGK | VANGUARD WORLD FD | $4.22万 | 0.00% | 480 | 20 | 4.3% | $1,758 | 加仓 |
| PTC | PTC INC | $4.23万 | 0.00% | 372 | 132 | 55.0% | $1.50万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $4.24万 | 0.00% | 3,322 | -12,238 | -78.7% | -$15.62万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $4.24万 | 0.00% | 468 | 137 | 41.4% | $1.24万 | 加仓 |
| IHE | ISHARES TR | $4.25万 | 0.00% | 429 | 429 | — | $4.25万 | 新建仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $4.26万 | 0.00% | 400 | 400 | — | $4.26万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4.27万 | 0.00% | 334 | 191 | 133.6% | $2.44万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $4.29万 | 0.00% | 4,054 | -10,724 | -72.6% | -$11.34万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $4.32万 | 0.00% | 1,403 | 1,363 | 3,407.5% | $4.19万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $4.32万 | 0.00% | 555 | 553 | 27,650.0% | $4.30万 | 加仓 |
| NTRA | NATERA INC | $4.34万 | 0.00% | 160 | -1,645 | -91.1% | -$44.65万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.35万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC | $4.37万 | 0.00% | 202 | -3 | -1.5% | -$649 | 减仓 |
| ARW | ARROW ELECTRS INC | $4.38万 | 0.00% | 205 | 190 | 1,266.7% | $4.05万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $4.38万 | 0.00% | 700 | -61 | -8.0% | -$3,820 | 减仓 |
| SNA | SNAP ON INC | $4.39万 | 0.00% | 109 | 52 | 91.2% | $2.09万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4.39万 | 0.00% | 509 | 479 | 1,596.7% | $4.13万 | 加仓 |
| VFC | V F CORP | $4.41万 | 0.00% | 2,646 | 2,532 | 2,221.1% | $4.22万 | 加仓 |
| AGCO | AGCO CORP | $4.43万 | 0.00% | 370 | 350 | 1,750.0% | $4.19万 | 加仓 |
| BOTZ | GLOBAL X FDS | $4.45万 | 0.00% | 1,173 | -1,090 | -48.2% | -$4.14万 | 减仓 |
| LEA | LEAR CORP | $4.45万 | 0.00% | 332 | 317 | 2,113.3% | $4.25万 | 加仓 |
| HCKT | HACKETT GROUP INC | $4.46万 | 0.00% | 4,137 | 43 | 1.1% | $463 | 加仓 |
| SYM | SYMBOTIC INC | $4.50万 | 0.00% | 1,001 | 1 | 0.1% | $45 | 加仓 |
| STIP | ISHARES TR | $4.52万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $4.52万 | 0.00% | 256 | -798 | -75.7% | -$14.08万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $4.54万 | 0.00% | 600 | 3 | 0.5% | $227 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4.54万 | 0.00% | 241 | 174 | 259.7% | $3.28万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4.54万 | 0.00% | 583 | 525 | 905.2% | $4.09万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $4.59万 | 0.00% | 2,486 | 2,486 | — | $4.59万 | 新建仓 |
| EPAM | EPAM SYS INC | $4.60万 | 0.00% | 580 | 483 | 497.9% | $3.83万 | 加仓 |
| TTC | TORO CO | $4.62万 | 0.00% | 474 | -2,781 | -85.4% | -$27.09万 | 减仓 |
| — | NACCO INDS INC | $4.62万 | 0.00% | 923 | 1 | 0.1% | $50 | 加仓 |
| WDFC | WD 40 CO | $4.63万 | 0.00% | 190 | 189 | 18,900.0% | $4.60万 | 重新持有 |
| FHLC | FIDELITY COVINGTON TRUST | $4.63万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $4.66万 | 0.00% | 642 | 499 | 349.0% | $3.62万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $4.66万 | 0.00% | 1,343 | 5 | 0.4% | $173 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $4.68万 | 0.00% | 1,184 | 1,184 | — | $4.68万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $4.69万 | 0.00% | 2,899 | 1,592 | 121.8% | $2.57万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $4.69万 | 0.00% | 1,014 | 1,014 | — | $4.69万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $4.71万 | 0.00% | 1,237 | -638 | -34.0% | -$2.43万 | 减仓 |
| IVZ | INVESCO LTD | $4.78万 | 0.00% | 1,811 | 1,613 | 814.6% | $4.26万 | 加仓 |
| FOX | FOX CORP | $4.78万 | 0.00% | 1,021 | 986 | 2,817.1% | $4.62万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $4.79万 | 0.00% | 300 | -399 | -57.1% | -$6.37万 | 减仓 |
| SIL | GLOBAL X FDS | $4.81万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $4.83万 | 0.00% | 948 | -4,853 | -83.7% | -$24.73万 | 减仓 |
| RDY | DR REDDYS LABS LTD | $4.84万 | 0.00% | 3,338 | 3,338 | — | $4.84万 | 新建仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $4.88万 | 0.00% | 525 | -10 | -1.9% | -$929 | 减仓 |
| IYE | ISHARES TR | $4.90万 | 0.00% | 866 | 5 | 0.6% | $283 | 加仓 |
| PSO | PEARSON PLC | $4.90万 | 0.00% | 3,086 | 3,086 | — | $4.90万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $4.92万 | 0.00% | 343 | 154 | 81.5% | $2.21万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $4.93万 | 0.00% | 1,095 | 697 | 175.1% | $3.14万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.94万 | 0.00% | 400 | -1,831 | -82.1% | -$22.60万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.94万 | 0.00% | 938 | 835 | 810.7% | $4.40万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $4.94万 | 0.00% | 2,008 | 1,571 | 359.5% | $3.87万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $4.95万 | 0.00% | 1,049 | 805 | 329.9% | $3.80万 | 加仓 |
| IBTL | ISHARES TR | $4.95万 | 0.00% | 2,450 | 2,450 | — | $4.95万 | 新建仓 |
| ALLW | SSGA ACTIVE TR | $4.96万 | 0.00% | 1,693 | 0 | 0.0% | — | 不变 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4.96万 | 0.00% | 633 | 395 | 166.0% | $3.10万 | 加仓 |
| ICSH | ISHARES TR | $4.99万 | 0.00% | 987 | 987 | — | $4.99万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $5.00万 | 0.00% | 822 | -5,536 | -87.1% | -$33.65万 | 减仓 |
| BWA | BORGWARNER INC | $5.00万 | 0.00% | 753 | -5,089 | -87.1% | -$33.79万 | 减仓 |
| OGE | OGE ENERGY CORP | $5.03万 | 0.00% | 1,034 | 969 | 1,490.8% | $4.72万 | 加仓 |
| — | GRANITESHARES ETF TR | $5.05万 | 0.00% | 4,375 | 0 | 0.0% | — | 不变 |
| SNDA | SONIDA SENIOR LIVING INC | $5.06万 | 0.00% | 1,239 | -1,076 | -46.5% | -$4.39万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $5.09万 | 0.00% | 881 | 851 | 2,836.7% | $4.91万 | 加仓 |
| PDD | PDD HOLDINGS INC | $5.09万 | 0.00% | 667 | 667 | — | $5.09万 | 新建仓 |
| MLI | MUELLER INDS INC | $5.09万 | 0.00% | 414 | -2,853 | -87.3% | -$35.07万 | 减仓 |
| BG | BUNGE GLOBAL SA | $5.12万 | 0.00% | 480 | 424 | 757.1% | $4.53万 | 加仓 |
| CHE | CHEMED CORP NEW | $5.12万 | 0.00% | 110 | 98 | 816.7% | $4.56万 | 加仓 |
| MTN | VAIL RESORTS INC | $5.13万 | 0.00% | 376 | 53 | 16.4% | $7,225 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $5.15万 | 0.00% | 1,655 | 1,655 | — | $5.15万 | 新建仓 |
| FLOT | ISHARES TR | $5.17万 | 0.00% | 1,012 | 10 | 1.0% | $511 | 加仓 |
| ATR | APTARGROUP INC | $5.19万 | 0.00% | 415 | 19 | 4.8% | $2,378 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $5.28万 | 0.00% | 681 | 3 | 0.4% | $233 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $5.35万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $5.38万 | 0.00% | 2,016 | 1,716 | 572.0% | $4.58万 | 加仓 |
| — | FRANKLIN SOLANA TR | $5.40万 | 0.00% | 4,213 | 2,514 | 148.0% | $3.22万 | 加仓 |
| HDB | HDFC BANK LTD | $5.41万 | 0.00% | 2,096 | 1,546 | 281.1% | $3.99万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $5.42万 | 0.00% | 526 | -1,117 | -68.0% | -$11.50万 | 减仓 |
| BXP | BXP INC | $5.42万 | 0.00% | 817 | 752 | 1,156.9% | $4.99万 | 加仓 |
| MYE | MYERS INDS INC | $5.44万 | 0.00% | 1,540 | 114 | 8.0% | $4,026 | 加仓 |
| TILE | INTERFACE INC | $5.45万 | 0.00% | 1,521 | 21 | 1.4% | $753 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.51万 | 0.00% | 1,996 | 0 | 0.0% | — | 不变 |
| NFRA | FLEXSHARES TR | $5.52万 | 0.00% | 861 | -5,275 | -86.0% | -$33.82万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $5.53万 | 0.00% | 3,678 | 1,951 | 113.0% | $2.93万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $5.53万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $5.58万 | 0.00% | 1,534 | 1,375 | 864.8% | $5.00万 | 加仓 |
| RVTY | REVVITY INC | $5.59万 | 0.00% | 502 | 490 | 4,083.3% | $5.45万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $5.61万 | 0.00% | 233 | 230 | 7,666.7% | $5.54万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $5.62万 | 0.00% | 599 | 599 | — | $5.62万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $5.62万 | 0.00% | 1,521 | 226 | 17.5% | $8,353 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $5.64万 | 0.00% | 379 | 375 | 9,375.0% | $5.58万 | 加仓 |
| EXPO | EXPONENT INC | $5.65万 | 0.00% | 961 | 72 | 8.1% | $4,231 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.65万 | 0.00% | 187 | 183 | 4,575.0% | $5.53万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $5.68万 | 0.00% | 344 | 304 | 760.0% | $5.02万 | 加仓 |
| OVV | OVINTIV INC | $5.70万 | 0.00% | 1,083 | 1,023 | 1,705.0% | $5.39万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5.72万 | 0.00% | 572 | 572 | — | $5.72万 | 新建仓 |
| CIEN | CIENA CORP | $5.74万 | 0.00% | 117 | 84 | 254.5% | $4.12万 | 加仓 |
| DOCU | DOCUSIGN INC | $5.76万 | 0.00% | 1,297 | 735 | 130.8% | $3.26万 | 加仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $5.77万 | 0.00% | 1,117 | 27 | 2.5% | $1,394 | 加仓 |