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 |
|---|---|---|---|---|---|---|---|---|
| — | BLACKROCK ETF TRUST II | $11.23万 | 0.00% | 3,039 | 0 | 0.0% | — | 不变 |
| MTZ | MASTEC INC | $11.23万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $11.24万 | 0.00% | 505 | -1,079 | -68.1% | -$24.01万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $11.25万 | 0.00% | 791 | 412 | 108.7% | $5.86万 | 加仓 |
| OSIS | OSI SYSTEMS INC | $11.29万 | 0.00% | 516 | 16 | 3.2% | $3,499 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $11.30万 | 0.00% | 2,145 | -1,159 | -35.1% | -$6.11万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.37万 | 0.00% | 2,308 | 1,204 | 109.1% | $5.93万 | 加仓 |
| AUR | AURORA INNOVATION INC | $11.41万 | 0.00% | 16,737 | 24 | 0.1% | $164 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $11.48万 | 0.00% | 2,266 | 2,266 | — | $11.48万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $11.48万 | 0.00% | 1,190 | 1,190 | — | $11.48万 | 新建仓 |
| CBT | CABOT CORP | $11.52万 | 0.00% | 1,269 | 18 | 1.4% | $1,635 | 加仓 |
| LRGF | ISHARES TR | $11.55万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $11.56万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $11.66万 | 0.00% | 4,485 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $11.68万 | 0.00% | 3,304 | 867 | 35.6% | $3.06万 | 加仓 |
| XME | SPDR SERIES TRUST | $11.71万 | 0.00% | 1,095 | 1,068 | 3,955.6% | $11.42万 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $11.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $11.74万 | 0.00% | 1,958 | 100 | 5.4% | $5,995 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $11.74万 | 0.00% | 1,539 | 6 | 0.4% | $458 | 加仓 |
| XPO | XPO INC | $11.85万 | 0.00% | 577 | 542 | 1,548.6% | $11.13万 | 加仓 |
| WDAY | WORKDAY INC | $11.92万 | 0.00% | 974 | 90 | 10.2% | $1.10万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $11.95万 | 0.00% | 4,417 | 343 | 8.4% | $9,279 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.96万 | 0.00% | 1,331 | -33,220 | -96.1% | -$298.41万 | 减仓 |
| IXG | ISHARES TR | $11.98万 | 0.00% | 962 | 312 | 48.0% | $3.88万 | 加仓 |
| NSP | INSPERITY INC | $12.17万 | 0.00% | 2,946 | 46 | 1.6% | $1,900 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $12.24万 | 0.00% | 18,914 | -3,208 | -14.5% | -$2.08万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $12.26万 | 0.00% | 3,684 | 3,559 | 2,847.2% | $11.84万 | 加仓 |
| WEX | WEX INC | $12.35万 | 0.00% | 875 | 26 | 3.1% | $3,668 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $12.36万 | 0.00% | 765 | 6 | 0.8% | $970 | 加仓 |
| REGL | PROSHARES TR | $12.36万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| ASTH | ASTRANA HEALTH INC | $12.45万 | 0.00% | 2,682 | 3 | 0.1% | $139 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $12.46万 | 0.00% | 202 | -322 | -61.5% | -$19.86万 | 减仓 |
| CNI | CANADIAN NATL RY CO | $12.47万 | 0.00% | 1,046 | -13,652 | -92.9% | -$162.79万 | 减仓 |
| BIO | BIO RAD LABS INC | $12.47万 | 0.00% | 425 | 14 | 3.4% | $4,109 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $12.51万 | 0.00% | 34,375 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $12.66万 | 0.00% | 2,002 | 2,002 | — | $12.66万 | 新建仓 |
| AIN | ALBANY INTL CORP | $12.67万 | 0.00% | 1,701 | 29 | 1.7% | $2,160 | 加仓 |
| — | WISDOMTREE TR | $12.76万 | 0.00% | 973 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.79万 | 0.00% | 1,429 | 821 | 135.0% | $7.35万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $12.80万 | 0.00% | 3,829 | 154 | 4.2% | $5,149 | 加仓 |
| HUBS | HUBSPOT INC | $12.85万 | 0.00% | 704 | 469 | 199.6% | $8.56万 | 加仓 |
| AVTR | AVANTOR INC | $12.89万 | 0.00% | 13,018 | 12,989 | 44,789.7% | $12.86万 | 重新持有 |
| CPAY | CORPAY INC | $12.93万 | 0.00% | 388 | 362 | 1,392.3% | $12.06万 | 加仓 |
| TRMB | TRIMBLE INC | $12.97万 | 0.00% | 2,535 | 1,373 | 118.2% | $7.03万 | 加仓 |
| ALV | AUTOLIV INC | $13.00万 | 0.00% | 1,119 | 246 | 28.2% | $2.86万 | 加仓 |
| ONEV | SPDR SERIES TRUST | $13.10万 | 0.00% | 916 | 5 | 0.5% | $715 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $13.12万 | 0.00% | 3,535 | -295 | -7.7% | -$1.10万 | 减仓 |
| DHS | WISDOMTREE TR | $13.18万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $13.24万 | 0.00% | 53,382 | 53,382 | — | $13.24万 | 新建仓 |
| — | ORLA MNG LTD NEW | $13.27万 | 0.00% | 13,559 | 13,559 | — | $13.27万 | 新建仓 |
| EMGF | ISHARES INC | $13.29万 | 0.00% | 1,814 | 15 | 0.8% | $1,099 | 加仓 |
| STBA | S & T BANCORP INC | $13.29万 | 0.00% | 2,708 | 40 | 1.5% | $1,963 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $13.36万 | 0.00% | 5,710 | 5,710 | — | $13.36万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $13.39万 | 0.00% | 5,186 | 167 | 3.3% | $4,312 | 加仓 |
| SYNA | SYNAPTICS INC | $13.39万 | 0.00% | 1,078 | 1,068 | 10,680.0% | $13.27万 | 加仓 |
| CRF | CORNERSTONE TOTAL RETURN FD | $13.39万 | 0.00% | 18,653 | 0 | 0.0% | — | 不变 |
| UFCS | UNITED FIRE GROUP INC | $13.46万 | 0.00% | 2,568 | 20 | 0.8% | $1,049 | 加仓 |
| FXE | INVESCO CURRENCYSHARES EURO | $13.48万 | 0.00% | 1,278 | -360 | -22.0% | -$3.80万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.52万 | 0.00% | 17,880 | 0 | 0.0% | — | 不变 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $13.58万 | 0.00% | 9,198 | 2,650 | 40.5% | $3.91万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $13.60万 | 0.00% | 13,202 | 1,783 | 15.6% | $1.84万 | 重新持有 |
| FNV | FRANCO NEV CORP | $13.68万 | 0.00% | 656 | 184 | 39.0% | $3.84万 | 加仓 |
| KB | KB FINL GROUP INC | $13.68万 | 0.00% | 1,303 | 1,220 | 1,469.9% | $12.81万 | 加仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $13.69万 | 0.00% | 17,367 | 411 | 2.4% | $3,239 | 加仓 |
| SPIB | SPDR SERIES TRUST | $13.70万 | 0.00% | 4,093 | -5 | -0.1% | -$167 | 减仓 |
| CRWV | COREWEAVE INC | $13.70万 | 0.00% | 1,376 | 1,245 | 950.4% | $12.39万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $13.70万 | 0.00% | 28,198 | 28,198 | — | $13.70万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $13.72万 | 0.00% | 1,580 | 580 | 58.0% | $5.04万 | 加仓 |
| RGEN | REPLIGEN CORP | $13.73万 | 0.00% | 1,006 | 6 | 0.6% | $819 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $13.74万 | 0.00% | 1,003 | 865 | 626.8% | $11.85万 | 加仓 |
| EMB | ISHARES TR | $13.75万 | 0.00% | 1,425 | -171 | -10.7% | -$1.65万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $13.76万 | 0.00% | 16,484 | 16,484 | — | $13.76万 | 新建仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $13.84万 | 0.00% | 21,299 | 8,059 | 60.9% | $5.24万 | 重新持有 |
| DOW | DOW HLDGS INC | $13.87万 | 0.00% | 5,068 | -11,153 | -68.8% | -$30.52万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $13.99万 | 0.00% | 3,119 | -42,308 | -93.1% | -$189.75万 | 减仓 |
| — | BITWISE XRP ETF | $13.99万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $14.00万 | 0.00% | 10,588 | -1,180 | -10.0% | -$1.56万 | 重新持有 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $14.01万 | 0.00% | 10,424 | -528 | -4.8% | -$7,096 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $14.10万 | 0.00% | 798 | 798 | — | $14.10万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $14.13万 | 0.00% | 4,710 | 0 | 0.0% | — | 不变 |
| TRN | TRINITY INDS INC | $14.14万 | 0.00% | 4,090 | 161 | 4.1% | $5,568 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $14.18万 | 0.00% | 4,144 | -3,695 | -47.1% | -$12.64万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $14.21万 | 0.00% | 491 | -2,043 | -80.6% | -$59.13万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $14.25万 | 0.00% | 1,706 | 1,000 | 141.6% | $8.35万 | 加仓 |
| TPR | TAPESTRY INC | $14.27万 | 0.00% | 975 | -1,473 | -60.2% | -$21.56万 | 减仓 |
| PENN | PENN ENTERTAINMENT INC | $14.27万 | 0.00% | 6,682 | 777 | 13.2% | $1.66万 | 加仓 |
| SDRL | SEADRILL LTD | $14.30万 | 0.00% | 3,780 | 3,630 | 2,420.0% | $13.73万 | 加仓 |
| EIX | EDISON INTL | $14.30万 | 0.00% | 1,921 | -13,728 | -87.7% | -$102.21万 | 减仓 |
| GUNR | FLEXSHARES TR | $14.32万 | 0.00% | 2,905 | -8,010 | -73.4% | -$39.47万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $14.36万 | 0.00% | 3,619 | 12 | 0.3% | $476 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $14.38万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $14.38万 | 0.00% | 3,188 | 2,473 | 345.9% | $11.16万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $14.39万 | 0.00% | 5,361 | 5,211 | 3,474.0% | $13.99万 | 重新持有 |
| BTZ | BLACKROCK CR ALLOCATION | $14.43万 | 0.00% | 14,122 | 203 | 1.5% | $2,075 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $14.46万 | 0.00% | 11,643 | 11,643 | — | $14.46万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $14.49万 | 0.00% | 2,437 | 2,437 | — | $14.49万 | 新建仓 |
| QLD | PROSHARES TR 看涨期权 | $14.51万 | 0.00% | 1,500 | 1,500 | — | $14.51万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $14.53万 | 0.00% | 4,671 | -74 | -1.6% | -$2,301 | 减仓 |
| GENI | GENIUS SPORTS LIMITED | $14.56万 | 0.00% | 24,028 | -2,467 | -9.3% | -$1.50万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $14.58万 | 0.00% | 720 | 40 | 5.9% | $8,100 | 加仓 |