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 |
|---|---|---|---|---|---|---|---|---|
| NBIX | NEUROCRINE BIOSCIENCES INC | $5.81万 | 0.00% | 345 | -1,974 | -85.1% | -$33.23万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC | $5.81万 | 0.00% | 2,450 | -52,136 | -95.5% | -$123.62万 | 减仓 |
| REG | REGENCY CTRS CORP | $5.81万 | 0.00% | 729 | 295 | 68.0% | $2.35万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $5.83万 | 0.00% | 1,620 | 470 | 40.9% | $1.69万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $5.84万 | 0.00% | 1,342 | -659 | -32.9% | -$2.87万 | 减仓 |
| — | INVESCO GALAXY BITCOIN ETF | $5.84万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $5.89万 | 0.00% | 2,647 | 2,265 | 592.9% | $5.04万 | 加仓 |
| NXT | NEXTPOWER INC | $5.90万 | 0.00% | 495 | 100 | 25.3% | $1.19万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $5.93万 | 0.00% | 1,823 | 42 | 2.4% | $1,365 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.94万 | 0.00% | 1,930 | -994 | -34.0% | -$3.06万 | 减仓 |
| THG | HANOVER INS GROUP INC | $5.95万 | 0.00% | 278 | 264 | 1,885.7% | $5.65万 | 加仓 |
| BURL | BURLINGTON STORES INC | $5.96万 | 0.00% | 188 | -1,346 | -87.7% | -$42.64万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.96万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $5.97万 | 0.00% | 50 | -65 | -56.5% | -$7.77万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $5.98万 | 0.00% | 289 | 230 | 389.8% | $4.76万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $5.98万 | 0.00% | 1,131 | 981 | 654.0% | $5.18万 | 加仓 |
| BAP | CREDICORP LTD | $6.00万 | 0.00% | 154 | 119 | 340.0% | $4.64万 | 加仓 |
| — | ISHARES TR | $6.01万 | 0.00% | 1,500 | 1,500 | — | $6.01万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $6.03万 | 0.00% | 1,320 | 4 | 0.3% | $183 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $6.04万 | 0.00% | 72 | 62 | 620.0% | $5.20万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $6.06万 | 0.00% | 1,146 | -616 | -35.0% | -$3.26万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $6.06万 | 0.00% | 550 | 545 | 10,900.0% | $6.01万 | 加仓 |
| DXJ | WISDOMTREE TR | $6.07万 | 0.00% | 350 | 350 | — | $6.07万 | 新建仓 |
| NU | NU HLDGS LTD | $6.10万 | 0.00% | 4,566 | -1,661 | -26.7% | -$2.22万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $6.13万 | 0.00% | 1,632 | 1,632 | — | $6.13万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $6.18万 | 0.00% | 541 | 270 | 99.6% | $3.08万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $6.21万 | 0.00% | 1,530 | 1,320 | 628.6% | $5.36万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $6.22万 | 0.00% | 438 | 438 | — | $6.22万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $6.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO | $6.24万 | 0.00% | 2,944 | 2,808 | 2,064.7% | $5.95万 | 加仓 |
| CUBE | CUBESMART | $6.30万 | 0.00% | 1,583 | 1,528 | 2,778.2% | $6.08万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $6.31万 | 0.00% | 2,320 | 1,801 | 347.0% | $4.90万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $6.34万 | 0.00% | 700 | 700 | — | $6.34万 | 新建仓 |
| MRNA | MODERNA INC | $6.34万 | 0.00% | 906 | 797 | 731.2% | $5.58万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $6.36万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $6.36万 | 0.00% | 3,406 | 3,007 | 753.6% | $5.62万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $6.42万 | 0.00% | 3,590 | 1,923 | 115.4% | $3.44万 | 加仓 |
| — | PALLADYNE AI CORP | $6.43万 | 0.00% | 10,570 | 7,570 | 252.3% | $4.60万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.44万 | 0.00% | 1,266 | 45 | 3.7% | $2,288 | 加仓 |
| AMCR | AMCOR PLC | $6.44万 | 0.00% | 1,485 | 1,356 | 1,051.2% | $5.88万 | 加仓 |
| CHAT | TIDAL TRUST II | $6.46万 | 0.00% | 655 | 15 | 2.3% | $1,480 | 加仓 |
| NN | NEXTNAV INC | $6.48万 | 0.00% | 3,636 | 4 | 0.1% | $71 | 加仓 |
| ARGX | ARGENX SE | $6.49万 | 0.00% | 70 | 68 | 3,400.0% | $6.31万 | 重新持有 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $6.56万 | 0.00% | 1,025 | 3 | 0.3% | $192 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $6.58万 | 0.00% | 1,800 | 1,800 | — | $6.58万 | 新建仓 |
| BTI | BRITISH AMERN TOB PLC | $6.60万 | 0.00% | 1,068 | 547 | 105.0% | $3.38万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6.60万 | 0.00% | 3,126 | 2,760 | 754.1% | $5.83万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $6.61万 | 0.00% | 725 | -1,800 | -71.3% | -$16.41万 | 减仓 |
| CTRE | CARETRUST REIT INC | $6.61万 | 0.00% | 1,639 | 1,005 | 158.5% | $4.06万 | 加仓 |
| IYC | ISHARES TR | $6.62万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| DGS | WISDOMTREE TR | $6.67万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| NYT | NEW YORK TIMES CO MTN BE | $6.67万 | 0.00% | 953 | -3,582 | -79.0% | -$25.07万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $6.68万 | 0.00% | 237 | -123 | -34.2% | -$3.46万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6.69万 | 0.00% | 246 | 243 | 8,100.0% | $6.61万 | 加仓 |
| GLPI | GAMING & LEISURE P | $6.74万 | 0.00% | 1,513 | 8 | 0.5% | $356 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.74万 | 0.00% | 224 | 108 | 93.1% | $3.25万 | 加仓 |
| SHE | SPDR SERIES TRUST | $6.75万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $6.75万 | 0.00% | 2,772 | 2,772 | — | $6.75万 | 新建仓 |
| — | CORVEX INC | $6.82万 | 0.00% | 3,140 | 3,140 | — | $6.82万 | 新建仓 |
| — | VERITONE INC | $6.87万 | 0.00% | 50,171 | 50,171 | — | $6.87万 | 新建仓 |
| VTRS | VIATRIS INC | $6.95万 | 0.00% | 4,374 | 686 | 18.6% | $1.09万 | 加仓 |
| AES | AES CORP | $7.04万 | 0.00% | 4,803 | -134,767 | -96.6% | -$197.57万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $7.05万 | 0.00% | 1,474 | 1,463 | 13,300.0% | $6.99万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $7.05万 | 0.00% | 2,441 | 366 | 17.6% | $1.06万 | 加仓 |
| CDRE | CADRE HLDGS INC | $7.08万 | 0.00% | 2,483 | 14 | 0.6% | $399 | 加仓 |
| CAMT | CAMTEK LTD | $7.08万 | 0.00% | 434 | 434 | — | $7.08万 | 新建仓 |
| FXY | INVESCO CURRENCYSHARES | $7.08万 | 0.00% | 1,255 | -71 | -5.4% | -$4,007 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $7.09万 | 0.00% | 4,071 | 3,938 | 2,960.9% | $6.86万 | 加仓 |
| BRO | BROWN & BROWN INC | $7.10万 | 0.00% | 1,107 | -1,328 | -54.5% | -$8.52万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $7.10万 | 0.00% | 864 | 830 | 2,441.2% | $6.82万 | 加仓 |
| MKSI | MKS INC. | $7.12万 | 0.00% | 160 | 105 | 190.9% | $4.67万 | 加仓 |
| RBC | RBC BEARINGS INC | $7.15万 | 0.00% | 111 | 101 | 1,010.0% | $6.51万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $7.18万 | 0.00% | 879 | 879 | — | $7.18万 | 新建仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $7.20万 | 0.00% | 6,000 | 5,795 | 2,826.8% | $6.95万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $7.22万 | 0.00% | 2,781 | 782 | 39.1% | $2.03万 | 加仓 |
| — | BITWISE HYPERLIQUID ETF | $7.26万 | 0.00% | 1,975 | 1,975 | — | $7.26万 | 新建仓 |
| GATX | GATX CORP | $7.26万 | 0.00% | 410 | -39 | -8.7% | -$6,910 | 减仓 |
| OXM | OXFORD INDS INC | $7.30万 | 0.00% | 2,094 | 55 | 2.7% | $1,918 | 加仓 |
| CNS | COHEN & STEERS INC | $7.33万 | 0.00% | 963 | 63 | 7.0% | $4,797 | 加仓 |
| IQLT | ISHARES TR | $7.36万 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| VALE | VALE S A | $7.37万 | 0.00% | 4,897 | 60 | 1.2% | $902 | 加仓 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $7.62万 | 0.00% | 400 | 400 | — | $7.62万 | 新建仓 |
| CNA | CNA FINL CORP | $7.68万 | 0.00% | 1,579 | 1,563 | 9,768.8% | $7.60万 | 重新持有 |
| CCK | CROWN HLDGS INC | $7.68万 | 0.00% | 687 | -2,559 | -78.8% | -$28.61万 | 减仓 |
| ROL | ROLLINS INC | $7.72万 | 0.00% | 1,850 | 1,607 | 661.3% | $6.71万 | 加仓 |
| INSM | INSMED INC | $7.73万 | 0.00% | 725 | 713 | 5,941.7% | $7.60万 | 重新持有 |
| CBRS | CEREBRAS SYSTEMS INC | $7.74万 | 0.00% | 350 | 350 | — | $7.74万 | 新建仓 |
| NWS | NEWS CORP NEW | $7.78万 | 0.00% | 2,774 | 2,702 | 3,752.8% | $7.58万 | 加仓 |
| DT | DYNATRACE INC | $7.84万 | 0.00% | 1,786 | 1,661 | 1,328.8% | $7.29万 | 加仓 |
| LAES | SEALSQ CORP | $7.88万 | 0.00% | 25,000 | 25,000 | — | $7.88万 | 新建仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $7.88万 | 0.00% | 1,149 | -118 | -9.3% | -$8,092 | 减仓 |
| XLP | SELECT SECTOR SPDR TR | $7.88万 | 0.00% | 949 | -1,820 | -65.7% | -$15.12万 | 减仓 |
| EWC | ISHARES INC | $7.94万 | 0.00% | 1,378 | 1,378 | — | $7.94万 | 新建仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $7.96万 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $8.03万 | 0.00% | 1,539 | 1,460 | 1,848.1% | $7.62万 | 加仓 |
| HRL | HORMEL FOODS CORP | $8.05万 | 0.00% | 3,243 | 2,584 | 392.1% | $6.41万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $8.05万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| GIB | CGI INC | $8.08万 | 0.00% | 1,252 | 1,101 | 729.1% | $7.11万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $8.09万 | 0.00% | 515 | 507 | 6,337.5% | $7.96万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $8.09万 | 0.00% | 2,645 | 22 | 0.8% | $673 | 加仓 |