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 |
|---|---|---|---|---|---|---|---|---|
| DSGN | DESIGN THERAPEUTICS INC | $8.12万 | 0.00% | 5,610 | 5,000 | 819.7% | $7.24万 | 加仓 |
| IT | GARTNER INC | $8.13万 | 0.00% | 627 | -1,012 | -61.7% | -$13.12万 | 减仓 |
| DSI | ISHARES TR | $8.14万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| ICLN | ISHARES TR | $8.17万 | 0.00% | 3,987 | 3,558 | 829.4% | $7.29万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $8.17万 | 0.00% | 485 | 485 | — | $8.17万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $8.17万 | 0.00% | 800 | 573 | 252.4% | $5.85万 | 加仓 |
| COPX | GLOBAL X FDS | $8.17万 | 0.00% | 1,062 | 989 | 1,354.8% | $7.61万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8.19万 | 0.00% | 522 | 502 | 2,510.0% | $7.88万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $8.35万 | 0.00% | 427 | 27 | 6.8% | $5,282 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $8.40万 | 0.00% | 1,425 | -743 | -34.3% | -$4.38万 | 减仓 |
| EVR | EVERCORE INC | $8.43万 | 0.00% | 247 | -566 | -69.6% | -$19.33万 | 减仓 |
| PICK | ISHARES INC | $8.47万 | 0.00% | 1,457 | 1,307 | 871.3% | $7.60万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $8.47万 | 0.00% | 20,368 | 368 | 1.8% | $1,531 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $8.48万 | 0.00% | 1,926 | 1,727 | 867.8% | $7.61万 | 加仓 |
| STM | STMICROELECTRONICS N V | $8.49万 | 0.00% | 1,133 | 1,133 | — | $8.49万 | 新建仓 |
| G | GENPACT LIMITED | $8.50万 | 0.00% | 3,090 | 3,037 | 5,730.2% | $8.35万 | 加仓 |
| RYN | RAYONIER INC | $8.54万 | 0.00% | 4,011 | 3,929 | 4,791.5% | $8.36万 | 加仓 |
| QNT | QUANTINUUM INC | $8.55万 | 0.00% | 1,046 | 1,046 | — | $8.55万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $8.55万 | 0.00% | 3,376 | 8 | 0.2% | $203 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $8.58万 | 0.00% | 1,096 | 1,054 | 2,509.5% | $8.25万 | 加仓 |
| TY | TRI CONTL CORP | $8.61万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| WSE | WISE GROUP PLC | $8.69万 | 0.00% | 7,294 | 7,294 | — | $8.69万 | 新建仓 |
| ONC | BEONE MEDICINES LTD | $8.69万 | 0.00% | 305 | 5 | 1.7% | $1,425 | 加仓 |
| WWD | WOODWARD INC | $8.72万 | 0.00% | 205 | 190 | 1,266.7% | $8.08万 | 加仓 |
| ILMN | ILLUMINA INC | $8.73万 | 0.00% | 497 | -2,885 | -85.3% | -$50.68万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $8.78万 | 0.00% | 602 | 602 | — | $8.78万 | 新建仓 |
| E | ENI SPA | $8.78万 | 0.00% | 1,873 | 1,873 | — | $8.78万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $8.81万 | 0.00% | 2,397 | 40 | 1.7% | $1,471 | 加仓 |
| MTG | MGIC INVT CORP WIS | $8.90万 | 0.00% | 3,157 | 3,087 | 4,410.0% | $8.71万 | 加仓 |
| UPST | UPSTART HLDGS INC | $8.90万 | 0.00% | 2,513 | 1,013 | 67.5% | $3.59万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $8.96万 | 0.00% | 1,198 | 469 | 64.3% | $3.51万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $9.01万 | 0.00% | 105 | -289 | -73.4% | -$24.80万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9.09万 | 0.00% | 4,065 | 91 | 2.3% | $2,035 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $9.11万 | 0.00% | 2,126 | 546 | 34.6% | $2.34万 | 加仓 |
| AVY | AVERY DENNISON CORP | $9.13万 | 0.00% | 562 | 465 | 479.4% | $7.55万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $9.14万 | 0.00% | 8,829 | 191 | 2.2% | $1,977 | 加仓 |
| IR | INGERSOLL RAND INC | $9.17万 | 0.00% | 1,119 | 480 | 75.1% | $3.94万 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $9.24万 | 0.00% | 5,029 | -4,971 | -49.7% | -$9.13万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $9.27万 | 0.00% | 3,776 | 130 | 3.6% | $3,191 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $9.30万 | 0.00% | 669 | -2 | -0.3% | -$278 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.32万 | 0.00% | 2,387 | 12 | 0.5% | $469 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $9.35万 | 0.00% | 3,571 | -8,174 | -69.6% | -$21.40万 | 减仓 |
| EVRG | EVERGY INC | $9.36万 | 0.00% | 1,083 | 971 | 867.0% | $8.39万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $9.36万 | 0.00% | 1,379 | 1,294 | 1,522.4% | $8.78万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $9.37万 | 0.00% | 2,765 | 2,748 | 16,164.7% | $9.31万 | 加仓 |
| APA | APA CORPORATION | $9.39万 | 0.00% | 2,884 | 2,731 | 1,785.0% | $8.89万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $9.43万 | 0.00% | 861 | 38 | 4.6% | $4,162 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $9.46万 | 0.00% | 1,065 | -17 | -1.6% | -$1,511 | 减仓 |
| IBB | ISHARES TR 看跌期权 | $9.51万 | 0.00% | 500 | 500 | — | $9.51万 | 新建仓 |
| PRAA | PRA GROUP INC | $9.51万 | 0.00% | 5,009 | 5,007 | 250,350.0% | $9.51万 | 重新持有 |
| WF | WOORI FINL GROUP INC | $9.52万 | 0.00% | 1,658 | 1,658 | — | $9.52万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $9.53万 | 0.00% | 500 | 500 | — | $9.53万 | 新建仓 |
| NVR | NVR INC | $9.54万 | 0.00% | 14 | 2 | 16.7% | $1.36万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $9.66万 | 0.00% | 1,962 | 1,928 | 5,670.6% | $9.49万 | 重新持有 |
| HACK | AMPLIFY ETF TR | $9.66万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $9.67万 | 0.00% | 3,298 | 1,201 | 57.3% | $3.52万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $9.68万 | 0.00% | 1,154 | 15 | 1.3% | $1,258 | 加仓 |
| — | WISDOMTREE TR | $9.71万 | 0.00% | 1,414 | 15 | 1.1% | $1,030 | 加仓 |
| — | COHEN & STEERS TOTAL RETURN | $9.74万 | 0.00% | 8,601 | 179 | 2.1% | $2,026 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $9.75万 | 0.00% | 2,358 | 0 | 0.0% | — | 不变 |
| IVLU | ISHARES TR | $9.80万 | 0.00% | 2,343 | 2,343 | — | $9.80万 | 新建仓 |
| IREN | IREN LIMITED | $9.81万 | 0.00% | 2,145 | 261 | 13.9% | $1.19万 | 加仓 |
| LEN | LENNAR CORP | $9.83万 | 0.00% | 1,086 | -302 | -21.8% | -$2.73万 | 减仓 |
| ITT | ITT INC | $9.91万 | 0.00% | 501 | 162 | 47.8% | $3.21万 | 加仓 |
| MGA | MAGNA INTL INC | $9.94万 | 0.00% | 1,514 | 1,514 | — | $9.94万 | 新建仓 |
| CAVA | CAVA GROUP INC | $10.05万 | 0.00% | 1,281 | 3 | 0.2% | $235 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $10.08万 | 0.00% | 1,961 | 1,961 | — | $10.08万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $10.13万 | 0.00% | 346 | 118 | 51.8% | $3.46万 | 加仓 |
| POWL | POWELL INDS INC | $10.14万 | 0.00% | 354 | 204 | 136.0% | $5.84万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $10.23万 | 0.00% | 6,666 | 81 | 1.2% | $1,243 | 加仓 |
| SE | SEA LTD | $10.27万 | 0.00% | 1,072 | 695 | 184.4% | $6.66万 | 加仓 |
| DXCM | DEXCOM INC | $10.30万 | 0.00% | 1,529 | 695 | 83.3% | $4.68万 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.31万 | 0.00% | 11,739 | 11,739 | — | $10.31万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $10.31万 | 0.00% | 1,224 | 1,199 | 4,796.0% | $10.10万 | 加仓 |
| ALC | ALCON AG | $10.32万 | 0.00% | 1,535 | 1,212 | 375.2% | $8.15万 | 加仓 |
| DTM | DT MIDSTREAM INC | $10.33万 | 0.00% | 704 | 47 | 7.2% | $6,897 | 加仓 |
| GPN | GLOBAL PMTS INC | $10.47万 | 0.00% | 1,443 | 267 | 22.7% | $1.94万 | 加仓 |
| — | ISHARES TR | $10.57万 | 0.00% | 1,595 | 64 | 4.2% | $4,241 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $10.63万 | 0.00% | 1,030 | -602 | -36.9% | -$6.21万 | 减仓 |
| TLTE | FLEXSHARES TR | $10.64万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| FELE | FRANKLIN ELEC INC | $10.67万 | 0.00% | 996 | 28 | 2.9% | $3,001 | 加仓 |
| HELE | HELEN OF TROY LTD | $10.69万 | 0.00% | 3,676 | 19 | 0.5% | $552 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $10.78万 | 0.00% | 1,818 | 1,818 | — | $10.78万 | 新建仓 |
| EQT | EQT CORP | $10.82万 | 0.00% | 2,035 | 176 | 9.5% | $9,359 | 加仓 |
| IHAK | ISHARES TR | $10.83万 | 0.00% | 1,785 | 1 | 0.1% | $61 | 加仓 |
| WCC | WESCO INTL INC | $10.88万 | 0.00% | 315 | 37 | 13.3% | $1.28万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $10.89万 | 0.00% | 1,040 | -2,027 | -66.1% | -$21.22万 | 减仓 |
| ALLE | ALLEGION PLC | $10.89万 | 0.00% | 775 | 740 | 2,114.3% | $10.40万 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $10.96万 | 0.00% | 2,645 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $10.99万 | 0.00% | 3,173 | 0 | 0.0% | — | 不变 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $11.01万 | 0.00% | 6,932 | -129 | -1.8% | -$2,049 | 减仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $11.03万 | 0.00% | 30,062 | 28,583 | 1,932.6% | $10.49万 | 重新持有 |
| NWSA | NEWS CORP NEW | $11.04万 | 0.00% | 4,445 | 4,309 | 3,168.4% | $10.70万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $11.06万 | 0.00% | 4,771 | 1 | 0.0% | $23 | 加仓 |
| SCI | SERVICE CORP INTL | $11.11万 | 0.00% | 1,463 | 101 | 7.4% | $7,672 | 加仓 |
| BMI | BADGER METER INC | $11.13万 | 0.00% | 750 | 47 | 6.7% | $6,974 | 加仓 |
| TRP | TC ENERGY CORP | $11.14万 | 0.00% | 1,680 | 1,680 | — | $11.14万 | 新建仓 |
| RBA | RB GLOBAL INC | $11.14万 | 0.00% | 957 | 609 | 175.0% | $7.09万 | 加仓 |
| PATH | UIPATH INC | $11.16万 | 0.00% | 10,263 | 3,014 | 41.6% | $3.28万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.19万 | 0.00% | 10,298 | 697 | 7.3% | $7,576 | 加仓 |