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 |
|---|---|---|---|---|---|---|---|---|
| POST | POST HLDGS INC | $20.82万 | 0.00% | 2,359 | 2,344 | 15,626.7% | $20.69万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.83万 | 0.00% | 4,301 | -2,292 | -34.8% | -$11.10万 | 减仓 |
| RELX | RELX PLC | $20.88万 | 0.00% | 6,594 | -6,220 | -48.5% | -$19.70万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.88万 | 0.00% | 624 | -70 | -10.1% | -$2.34万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $20.91万 | 0.00% | 2,609 | 2,513 | 2,617.7% | $20.14万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $20.99万 | 0.00% | 7,468 | 7,266 | 3,597.0% | $20.42万 | 重新持有 |
| IFRA | ISHARES TR | $21.17万 | 0.00% | 3,358 | 1,181 | 54.2% | $7.45万 | 加仓 |
| BC | BRUNSWICK CORP | $21.19万 | 0.00% | 2,515 | 111 | 4.6% | $9,351 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $21.22万 | 0.00% | 928 | -1,979 | -68.1% | -$45.26万 | 减仓 |
| RXI | ISHARES TR | $21.26万 | 0.00% | 1,102 | 0 | 0.0% | — | 不变 |
| TS | TENARIS S A | $21.27万 | 0.00% | 3,833 | 3,833 | — | $21.27万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $21.30万 | 0.00% | 1,535 | 1,479 | 2,641.1% | $20.52万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $21.35万 | 0.00% | 35,761 | 6,167 | 20.8% | $3.68万 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $21.53万 | 0.00% | 6,038 | 3,952 | 189.5% | $14.09万 | 加仓 |
| IHDG | WISDOMTREE TR | $21.53万 | 0.00% | 4,111 | 2 | 0.0% | $105 | 加仓 |
| XHB | SPDR SERIES TRUST | $21.55万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| DBX | DROPBOX INC | $21.76万 | 0.00% | 7,923 | -7,874 | -49.8% | -$21.63万 | 减仓 |
| CAE | CAE INC | $21.81万 | 0.00% | 8,705 | -8,705 | -50.0% | -$21.81万 | 减仓 |
| ABCB | AMERIS BANCORP | $21.82万 | 0.00% | 2,418 | 2,325 | 2,500.0% | $20.99万 | 重新持有 |
| ET | ENERGY TRANSFER L P | $21.95万 | 0.00% | 11,481 | -3,598 | -23.9% | -$6.88万 | 减仓 |
| — | PGIM ETF TR | $21.96万 | 0.00% | 4,442 | 4,442 | — | $21.96万 | 新建仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $22.00万 | 0.00% | 1,500 | 1,500 | — | $22.00万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $22.16万 | 0.00% | 4,058 | 378 | 10.3% | $2.06万 | 加仓 |
| CSL | CARLISLE COS INC | $22.20万 | 0.00% | 612 | 600 | 5,000.0% | $21.77万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $22.22万 | 0.00% | 9,424 | -9,424 | -50.0% | -$22.22万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $22.42万 | 0.00% | 8,238 | 8,238 | — | $22.42万 | 新建仓 |
| DD | DUPONT DE NEMOURS INC | $22.43万 | 0.00% | 1,653 | -13,755 | -89.3% | -$186.61万 | 减仓 |
| HXL | HEXCEL CORP NEW | $22.51万 | 0.00% | 2,250 | 101 | 4.7% | $1.01万 | 加仓 |
| CART | MAPLEBEAR INC | $22.54万 | 0.00% | 4,760 | 600 | 14.4% | $2.84万 | 加仓 |
| CDW | CDW CORP | $22.54万 | 0.00% | 1,603 | 268 | 20.1% | $3.77万 | 加仓 |
| MPLX | MPLX LP | $22.74万 | 0.00% | 4,038 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $22.85万 | 0.00% | 5,694 | -1,543 | -21.3% | -$6.19万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $23.05万 | 0.00% | 5,044 | 255 | 5.3% | $1.17万 | 加仓 |
| RBRK | RUBRIK INC. | $23.06万 | 0.00% | 2,872 | 872 | 43.6% | $7.00万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $23.07万 | 0.00% | 4,538 | 1 | 0.0% | $51 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.09万 | 0.00% | 2,289 | -4,304 | -65.3% | -$43.41万 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $23.25万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $23.28万 | 0.00% | 3,621 | -2,335 | -39.2% | -$15.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.41万 | 0.00% | 8,495 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED ALP | $23.52万 | 0.00% | 2,317 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $23.59万 | 0.00% | 3,941 | 3,789 | 2,492.8% | $22.68万 | 加仓 |
| IYR | ISHARES TR | $23.69万 | 0.00% | 2,317 | 40 | 1.8% | $4,090 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $23.90万 | 0.00% | 15,202 | -1,698 | -10.0% | -$2.67万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $23.97万 | 0.00% | 1,577 | 944 | 149.1% | $14.35万 | 加仓 |
| XYLD | GLOBAL X FDS | $23.99万 | 0.00% | 5,881 | -4,709 | -44.5% | -$19.21万 | 减仓 |
| NI | NISOURCE INC | $24.19万 | 0.00% | 5,088 | 4,186 | 464.1% | $19.90万 | 加仓 |
| GRMN | GARMIN LTD | $24.21万 | 0.00% | 1,019 | -6,663 | -86.7% | -$158.27万 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $24.24万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $24.27万 | 0.00% | 6,694 | -19 | -0.3% | -$689 | 减仓 |
| RAL | RALLIANT CORP | $24.30万 | 0.00% | 3,300 | 2,965 | 885.1% | $21.83万 | 加仓 |
| ADSK | AUTODESK INC | $24.56万 | 0.00% | 1,263 | 721 | 133.0% | $14.02万 | 加仓 |
| — | PUTNAM ETF TRUST | $24.62万 | 0.00% | 9,048 | 8,538 | 1,674.1% | $23.23万 | 加仓 |
| NVT | NVENT ELEC PLC | $24.66万 | 0.00% | 1,454 | 1,299 | 838.1% | $22.03万 | 加仓 |
| LFUS | LITTELFUSE INC | $24.67万 | 0.00% | 542 | -2 | -0.4% | -$910 | 减仓 |
| CCL | CARNIVAL CORP LTD | $24.68万 | 0.00% | 8,639 | 8,639 | — | $24.68万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $24.79万 | 0.00% | 2,143 | 2,014 | 1,561.2% | $23.30万 | 加仓 |
| EWL | ISHARES INC | $24.84万 | 0.00% | 3,953 | 3,953 | — | $24.84万 | 新建仓 |
| CPRT | COPART INC | $24.85万 | 0.00% | 8,815 | -407 | -4.4% | -$1.15万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $24.85万 | 0.00% | 13,860 | 10,614 | 327.0% | $19.03万 | 加仓 |
| NRG | NRG ENERGY INC | $24.98万 | 0.00% | 1,710 | 1,473 | 621.5% | $21.51万 | 加仓 |
| SPYI | NEOS ETF TRUST | $25.08万 | 0.00% | 4,723 | 4,634 | 5,206.7% | $24.60万 | 加仓 |
| CSHI | NEOS ETF TRUST | $25.15万 | 0.00% | 5,049 | -3,985 | -44.1% | -$19.85万 | 减仓 |
| NWG | NATWEST GROUP PLC | $25.19万 | 0.00% | 14,288 | -14,410 | -50.2% | -$25.40万 | 减仓 |
| AMRZ | AMRIZE LTD | $25.19万 | 0.00% | 4,728 | 286 | 6.4% | $1.52万 | 加仓 |
| RIO | RIO TINTO PLC | $25.19万 | 0.00% | 2,654 | 2,398 | 936.7% | $22.76万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.22万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $25.33万 | 0.00% | 609 | 365 | 149.6% | $15.18万 | 加仓 |
| DGII | DIGI INTL INC | $25.39万 | 0.00% | 3,388 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $25.44万 | 0.00% | 6,655 | 0 | 0.0% | — | 不变 |
| EIM | EATON VANCE MUN BD FD | $25.44万 | 0.00% | 25,545 | 84 | 0.3% | $837 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.62万 | 0.00% | 3,100 | 1,231 | 65.9% | $10.17万 | 加仓 |
| NUSC | NUSHARES ETF TR | $25.63万 | 0.00% | 4,918 | 4,062 | 474.5% | $21.17万 | 加仓 |
| IYG | ISHARES TR | $25.77万 | 0.00% | 2,848 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $25.82万 | 0.00% | 4,382 | 3,624 | 478.1% | $21.35万 | 加仓 |
| ORI | OLD REP INTL CORP | $25.88万 | 0.00% | 6,325 | -3,005 | -32.2% | -$12.30万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.06万 | 0.00% | 204 | 114 | 126.7% | $14.56万 | 加仓 |
| INFQ | INFLEQTION INC | $26.16万 | 0.00% | 19,640 | 14,345 | 270.9% | $19.11万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $26.16万 | 0.00% | 6,076 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $26.19万 | 0.00% | 9,149 | 9,067 | 11,057.3% | $25.96万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $26.22万 | 0.00% | 5,489 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $26.24万 | 0.00% | 1,969 | 1,169 | 146.1% | $15.58万 | 加仓 |
| BIIB | BIOGEN INC | $26.29万 | 0.00% | 1,217 | -1,306 | -51.8% | -$28.22万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $26.39万 | 0.00% | 10,638 | -10,490 | -49.6% | -$26.03万 | 减仓 |
| AROC | ARCHROCK INC | $26.54万 | 0.00% | 6,519 | 66 | 1.0% | $2,687 | 加仓 |
| ABNB | AIRBNB INC | $26.58万 | 0.00% | 1,858 | -4,027 | -68.4% | -$57.61万 | 减仓 |
| XBI | SPDR SERIES TRUST | $26.60万 | 0.00% | 1,681 | 0 | 0.0% | — | 不变 |
| WU | WESTERN UN CO | $26.61万 | 0.00% | 34,560 | 73 | 0.2% | $562 | 加仓 |
| MNDY | MONDAY COM LTD | $26.62万 | 0.00% | 3,678 | 3,678 | — | $26.62万 | 新建仓 |
| DLS | WISDOMTREE TR | $26.69万 | 0.00% | 3,186 | 2 | 0.1% | $168 | 加仓 |
| BHP | BHP BILLITON LIMITED | $26.72万 | 0.00% | 3,207 | 2,705 | 538.8% | $22.54万 | 加仓 |
| CNC | CENTENE CORP DEL | $26.76万 | 0.00% | 4,169 | -16,060 | -79.4% | -$103.09万 | 减仓 |
| VNLA | JANUS DETROIT STR TR | $26.77万 | 0.00% | 5,478 | -3,948 | -41.9% | -$19.29万 | 减仓 |
| WRB | BERKLEY W R CORP | $26.77万 | 0.00% | 3,796 | 2,612 | 220.6% | $18.42万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $26.83万 | 0.00% | 3,083 | 206 | 7.2% | $1.79万 | 加仓 |
| QTRX | QUANTERIX CORP | $26.90万 | 0.00% | 62,261 | -61,859 | -49.8% | -$26.72万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $27.17万 | 0.00% | 6,065 | -6,079 | -50.1% | -$27.23万 | 减仓 |
| DASH | DOORDASH INC | $27.31万 | 0.00% | 1,480 | 1,109 | 298.9% | $20.46万 | 加仓 |
| USO | UNITED STS OIL FD LP | $27.31万 | 0.00% | 2,566 | 23 | 0.9% | $2,448 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.39万 | 0.00% | 7,088 | -1,116 | -13.6% | -$4.31万 | 重新持有 |
| CMF | ISHARES TR | $27.40万 | 0.00% | 4,754 | 4,754 | — | $27.40万 | 新建仓 |