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 |
|---|---|---|---|---|---|---|---|---|
| PODD | INSULET CORP | $14.60万 | 0.00% | 959 | 848 | 764.0% | $12.91万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $14.62万 | 0.00% | 15,256 | -15,256 | -50.0% | -$14.62万 | 减仓 |
| IYK | ISHARES TR | $14.69万 | 0.00% | 2,021 | 11 | 0.5% | $799 | 加仓 |
| RACE | FERRARI N V | $14.71万 | 0.00% | 395 | 350 | 777.8% | $13.03万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $14.71万 | 0.00% | 7,614 | -3,408 | -30.9% | -$6.58万 | 减仓 |
| EXP | EAGLE MATLS INC | $14.83万 | 0.00% | 659 | 348 | 111.9% | $7.83万 | 加仓 |
| LKQ | LKQ CORP | $14.83万 | 0.00% | 5,632 | 632 | 12.6% | $1.66万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $14.83万 | 0.00% | 1,944 | 1,352 | 228.4% | $10.31万 | 加仓 |
| WSFS | WSFS FINL CORP | $14.83万 | 0.00% | 1,933 | 39 | 2.1% | $2,993 | 加仓 |
| QLD | PROSHARES TR | $14.88万 | 0.00% | 1,538 | 1,538 | — | $14.88万 | 新建仓 |
| TSN | TYSON FOODS INC | $14.93万 | 0.00% | 2,608 | -3,241 | -55.4% | -$18.55万 | 减仓 |
| NOV | NOV INC | $14.94万 | 0.00% | 8,056 | 503 | 6.7% | $9,330 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $15.02万 | 0.00% | 7,739 | 30 | 0.4% | $582 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $15.16万 | 0.00% | 2,957 | 1,277 | 76.0% | $6.55万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $15.17万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $15.18万 | 0.00% | 34 | 34 | — | $15.18万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $15.18万 | 0.00% | 5,066 | 5,066 | — | $15.18万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $15.25万 | 0.00% | 2,182 | -317 | -12.7% | -$2.22万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $15.28万 | 0.00% | 1,411 | 1,043 | 283.4% | $11.29万 | 加仓 |
| NGG | NATIONAL GRID PLC | $15.36万 | 0.00% | 1,853 | 1,159 | 167.0% | $9.60万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $15.40万 | 0.00% | 815 | 780 | 2,228.6% | $14.74万 | 加仓 |
| PCG | PG&E CORP | $15.40万 | 0.00% | 9,157 | -52,329 | -85.1% | -$88.02万 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $15.44万 | 0.00% | 892 | 892 | — | $15.44万 | 新建仓 |
| JNK | SPDR SERIES TRUST | $15.49万 | 0.00% | 1,607 | -7 | -0.4% | -$675 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $15.50万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC | $15.58万 | 0.00% | 6,086 | 5 | 0.1% | $128 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $15.64万 | 0.00% | 1,020 | 1,020 | — | $15.64万 | 新建仓 |
| L | LOEWS CORP | $15.66万 | 0.00% | 1,383 | 1,301 | 1,586.6% | $14.73万 | 加仓 |
| DON | WISDOMTREE TR | $15.66万 | 0.00% | 2,771 | 1,352 | 95.3% | $7.64万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $15.68万 | 0.00% | 3,077 | 3,077 | — | $15.68万 | 新建仓 |
| IXC | ISHARES TR | $15.71万 | 0.00% | 3,197 | 718 | 29.0% | $3.53万 | 加仓 |
| EMN | EASTMAN CHEM CO | $15.79万 | 0.00% | 2,358 | 1,745 | 284.7% | $11.69万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $15.95万 | 0.00% | 1,340 | 4 | 0.3% | $476 | 加仓 |
| SAIA | SAIA INC | $16.13万 | 0.00% | 383 | 376 | 5,371.4% | $15.84万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $16.32万 | 0.00% | 7,783 | 130 | 1.7% | $2,726 | 加仓 |
| FRSH | FRESHWORKS INC | $16.33万 | 0.00% | 16,138 | -14,234 | -46.9% | -$14.40万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $16.33万 | 0.00% | 3,346 | -2,133 | -38.9% | -$10.41万 | 减仓 |
| MSTR | STRATEGY INC | $16.40万 | 0.00% | 1,886 | 47 | 2.6% | $4,086 | 加仓 |
| FBK | FB FINL CORP | $16.45万 | 0.00% | 2,972 | 36 | 1.2% | $1,992 | 加仓 |
| DDOG | DATADOG INC | $16.45万 | 0.00% | 632 | 479 | 313.1% | $12.47万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $16.46万 | 0.00% | 8,519 | 3,171 | 59.3% | $6.13万 | 加仓 |
| BIDU | BAIDU INC | $16.47万 | 0.00% | 1,441 | 1,260 | 696.1% | $14.40万 | 加仓 |
| EUSA | ISHARES INC | $16.53万 | 0.00% | 1,448 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO | $16.54万 | 0.00% | 3,217 | 3,000 | 1,382.5% | $15.43万 | 加仓 |
| XYZ | BLOCK INC | $16.55万 | 0.00% | 2,178 | 553 | 34.0% | $4.20万 | 加仓 |
| LXFR | LUXFER HLDGS PLC | $16.57万 | 0.00% | 9,183 | 96 | 1.1% | $1,732 | 加仓 |
| IWY | ISHARES TR | $16.91万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $16.94万 | 0.00% | 254 | 19 | 8.1% | $1.27万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.94万 | 0.00% | 17,268 | -198,544 | -92.0% | -$194.77万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $17.02万 | 0.00% | 5,759 | 25 | 0.4% | $739 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $17.02万 | 0.00% | 8,200 | 0 | 0.0% | — | 不变 |
| VYX | NCR VOYIX CORPORATION | $17.28万 | 0.00% | 21,149 | 19 | 0.1% | $155 | 加仓 |
| DB | DEUTSCHE BK AG | $17.36万 | 0.00% | 5,142 | -5,142 | -50.0% | -$17.36万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $17.42万 | 0.00% | 4,498 | 477 | 11.9% | $1.85万 | 加仓 |
| ASH | ASHLAND INC | $17.43万 | 0.00% | 2,645 | -2,929 | -52.5% | -$19.30万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $17.51万 | 0.00% | 6,933 | -6,842 | -49.7% | -$17.28万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $17.56万 | 0.00% | 332 | -651 | -66.2% | -$34.44万 | 减仓 |
| IUSV | ISHARES TR | $17.68万 | 0.00% | 1,605 | 115 | 7.7% | $1.27万 | 加仓 |
| CATH | GLOBAL X FDS | $17.70万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $17.92万 | 0.00% | 10,000 | -5,000 | -33.3% | -$8.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.94万 | 0.00% | 8,981 | 0 | 0.0% | — | 不变 |
| AVLV | AMERICAN CENTY ETF TR | $17.94万 | 0.00% | 1,967 | -2,137 | -52.1% | -$19.49万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $17.99万 | 0.00% | 4,695 | 3,720 | 381.5% | $14.25万 | 加仓 |
| COO | COOPER COS INC | $18.02万 | 0.00% | 2,513 | 1,188 | 89.7% | $8.52万 | 加仓 |
| HUM | HUMANA INC | $18.19万 | 0.00% | 458 | 254 | 124.5% | $10.09万 | 加仓 |
| SWP | MANAGER DIRECTED PORTFOLIOS | $18.25万 | 0.00% | 6,550 | 6,550 | — | $18.25万 | 新建仓 |
| RMD | RESMED INC | $18.38万 | 0.00% | 943 | 772 | 451.5% | $15.04万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $18.50万 | 0.00% | 3,831 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC | $18.57万 | 0.00% | 1,270 | 811 | 176.7% | $11.86万 | 加仓 |
| MBB | ISHARES TR | $18.58万 | 0.00% | 1,966 | 135 | 7.4% | $1.28万 | 加仓 |
| XVV | ISHARES TR | $18.66万 | 0.00% | 3,286 | 3,286 | — | $18.66万 | 新建仓 |
| PNR | PENTAIR PLC | $19.03万 | 0.00% | 2,482 | 2,236 | 908.9% | $17.14万 | 加仓 |
| ZS | ZSCALER INC | $19.03万 | 0.00% | 1,348 | 752 | 126.2% | $10.61万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $19.06万 | 0.00% | 1,435 | -922 | -39.1% | -$12.25万 | 减仓 |
| HLN | HALEON PLC | $19.08万 | 0.00% | 20,447 | -86,458 | -80.9% | -$80.66万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $19.11万 | 0.00% | 22,324 | 22,324 | — | $19.11万 | 新建仓 |
| DFIV | DIMENSIONAL ETF TRUST | $19.14万 | 0.00% | 3,543 | -1,437 | -28.9% | -$7.76万 | 减仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $19.20万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $19.22万 | 0.00% | 33,721 | -18,714 | -35.7% | -$10.67万 | 减仓 |
| IQV | IQVIA HLDGS INC | $19.28万 | 0.00% | 998 | -4,890 | -83.1% | -$94.49万 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $19.38万 | 0.00% | 121,107 | 0 | 0.0% | — | 不变 |
| LBTYA | LIBERTY GLOBAL LTD | $19.41万 | 0.00% | 17,074 | -4,637 | -21.4% | -$5.27万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $19.50万 | 0.00% | 2,487 | 2,487 | — | $19.50万 | 新建仓 |
| PATK | PATRICK INDS INC | $19.71万 | 0.00% | 2,195 | 5 | 0.2% | $449 | 加仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $19.76万 | 0.00% | 2,303 | 2,233 | 3,190.0% | $19.16万 | 加仓 |
| RSMC | TIDAL TRUST III | $19.77万 | 0.00% | 6,835 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $19.80万 | 0.00% | 2,230 | -2,784 | -55.5% | -$24.72万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $19.91万 | 0.00% | 5,733 | 2 | 0.0% | $69 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.03万 | 0.00% | 4,402 | 3,640 | 477.7% | $16.56万 | 加仓 |
| WY | WEYERHAEUSER CO | $20.11万 | 0.00% | 8,399 | 4,252 | 102.5% | $10.18万 | 加仓 |
| MLPX | GLOBAL X FDS | $20.13万 | 0.00% | 2,733 | 1,565 | 134.0% | $11.53万 | 加仓 |
| EG | EVEREST GROUP LTD | $20.15万 | 0.00% | 564 | 463 | 458.4% | $16.54万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $20.16万 | 0.00% | 1,357 | 14 | 1.0% | $2,079 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $20.17万 | 0.00% | 766 | 396 | 107.0% | $10.43万 | 加仓 |
| — | FIRST CAROLINA FINL SVCS INC | $20.30万 | 0.00% | 15,332 | 15,332 | — | $20.30万 | 新建仓 |
| IX | ORIX CORP | $20.40万 | 0.00% | 5,362 | -5,362 | -50.0% | -$20.40万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $20.43万 | 0.00% | 3,392 | 3,392 | — | $20.43万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $20.52万 | 0.00% | 2,704 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $20.65万 | 0.00% | 3,281 | 2,980 | 990.0% | $18.76万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $20.75万 | 0.00% | 1,624 | -242 | -13.0% | -$3.09万 | 重新持有 |