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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $27.55万 | 0.00% | 47,258 | -47,258 | -50.0% | -$27.55万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $27.61万 | 0.00% | 2,401 | 1,069 | 80.3% | $12.29万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $27.61万 | 0.00% | 6,543 | 6,134 | 1,499.8% | $25.89万 | 加仓 |
| RMBS | RAMBUS INC DEL | $27.73万 | 0.00% | 2,089 | -451 | -17.8% | -$5.99万 | 减仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $27.75万 | 0.00% | 2,740 | -49 | -1.8% | -$4,962 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.79万 | 0.00% | 2,419 | 1,819 | 303.2% | $20.90万 | 加仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $28.04万 | 0.00% | 19,958 | -19,958 | -50.0% | -$28.04万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $28.07万 | 0.00% | 6,635 | 99 | 1.5% | $4,189 | 加仓 |
| PFF | ISHARES TR | $28.09万 | 0.00% | 9,211 | 1,201 | 15.0% | $3.66万 | 加仓 |
| STE | STERIS PLC | $28.11万 | 0.00% | 1,335 | 145 | 12.2% | $3.05万 | 加仓 |
| VRSN | VERISIGN INC | $28.25万 | 0.00% | 1,123 | -235 | -17.3% | -$5.91万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $28.26万 | 0.00% | 14,977 | -5,480 | -26.8% | -$10.34万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $28.30万 | 0.00% | 29,179 | 10,000 | 52.1% | $9.70万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $28.40万 | 0.00% | 2,603 | 93 | 3.7% | $1.01万 | 加仓 |
| ACM | AECOM | $28.42万 | 0.00% | 4,071 | 178 | 4.6% | $1.24万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $28.48万 | 0.00% | 22,111 | 18,868 | 581.8% | $24.30万 | 加仓 |
| FE | FIRSTENERGY CORP | $28.55万 | 0.00% | 6,005 | 3,349 | 126.1% | $15.92万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $28.90万 | 0.00% | 3,507 | 3,417 | 3,796.7% | $28.16万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $29.23万 | 0.00% | 1,179 | 0 | 0.0% | — | 不变 |
| MAS | MASCO CORP | $29.30万 | 0.00% | 3,600 | 2,786 | 342.3% | $22.67万 | 加仓 |
| TLN | TALEN ENERGY CORP | $29.40万 | 0.00% | 765 | 1 | 0.1% | $384 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.42万 | 0.00% | 2,024 | 109 | 5.7% | $1.58万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $29.48万 | 0.00% | 2,861 | -638 | -18.2% | -$6.57万 | 减仓 |
| IYH | ISHARES TR | $29.67万 | 0.00% | 4,428 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $29.84万 | 0.00% | 1,219 | -41 | -3.3% | -$1.00万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.07万 | 0.00% | 13,001 | 34 | 0.3% | $786 | 加仓 |
| PSA | PUBLIC STORAGE | $30.21万 | 0.00% | 949 | 687 | 262.2% | $21.87万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $30.24万 | 0.00% | 12,612 | 0 | 0.0% | — | 不变 |
| IMRX | IMMUNEERING CORP | $30.37万 | 0.00% | 60,865 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $30.43万 | 0.00% | 2,421 | 2,418 | 80,600.0% | $30.39万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.43万 | 0.00% | 6,317 | 6 | 0.1% | $289 | 加仓 |
| IYF | ISHARES TR | $30.46万 | 0.00% | 2,389 | -191 | -7.4% | -$2.44万 | 减仓 |
| FEGE | RBB FUND TRUST | $30.89万 | 0.00% | 6,314 | 463 | 7.9% | $2.26万 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $30.92万 | 0.00% | 15,225 | 276 | 1.8% | $5,606 | 重新持有 |
| FIX | COMFORT SYS USA INC | $30.92万 | 0.00% | 156 | -791 | -83.5% | -$156.80万 | 减仓 |
| CLS | CELESTICA INC | $30.94万 | 0.00% | 848 | 133 | 18.6% | $4.85万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $31.23万 | 0.00% | 937 | 937 | — | $31.23万 | 新建仓 |
| RDDT | REDDIT INC | $31.26万 | 0.00% | 1,801 | 1,749 | 3,363.5% | $30.36万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $31.38万 | 0.00% | 7,826 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $31.38万 | 0.00% | 4,226 | 407 | 10.7% | $3.02万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $31.45万 | 0.00% | 6,124 | 0 | 0.0% | — | 不变 |
| QXO | QXO INC | $31.45万 | 0.00% | 18,202 | 388 | 2.2% | $6,705 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.53万 | 0.00% | 1,830 | 1,060 | 137.7% | $18.26万 | 加仓 |
| CMS | CMS ENERGY CORP | $31.54万 | 0.00% | 4,123 | 1,866 | 82.7% | $14.27万 | 加仓 |
| DOL | WISDOMTREE TR | $31.55万 | 0.00% | 4,243 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $31.57万 | 0.00% | 6,764 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $31.70万 | 0.00% | 18,463 | 463 | 2.6% | $7,950 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $31.89万 | 0.00% | 4,551 | -3,380 | -42.6% | -$23.68万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $31.99万 | 0.00% | 2,933 | -211 | -6.7% | -$2.30万 | 减仓 |
| CDE | COEUR MNG INC | $32.31万 | 0.00% | 19,795 | 307 | 1.6% | $5,010 | 加仓 |
| EFG | ISHARES TR | $32.35万 | 0.00% | 2,600 | 2,562 | 6,742.1% | $31.88万 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $32.40万 | 0.00% | 6,079 | 5,701 | 1,508.2% | $30.39万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $32.61万 | 0.00% | 8,037 | 2 | 0.0% | $81 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $32.66万 | 0.00% | 1,633 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC | $32.93万 | 0.00% | 2,551 | 429 | 20.2% | $5.54万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.08万 | 0.00% | 3,733 | 1,586 | 73.9% | $14.05万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $33.08万 | 0.00% | 2,945 | 2,851 | 3,033.0% | $32.02万 | 加仓 |
| EWJ | ISHARES INC | $33.19万 | 0.00% | 3,558 | -41,350 | -92.1% | -$385.67万 | 减仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $33.58万 | 0.00% | 3,762 | 12 | 0.3% | $1,071 | 加仓 |
| JBBB | JANUS DETROIT STR TR | $33.62万 | 0.00% | 7,101 | 1,995 | 39.1% | $9.45万 | 重新持有 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $33.68万 | 0.00% | 26,312 | 118 | 0.5% | $1,510 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $33.69万 | 0.00% | 5,125 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $33.79万 | 0.00% | 1,260 | 975 | 342.1% | $26.14万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $33.79万 | 0.00% | 2,178 | 2,083 | 2,192.6% | $32.32万 | 加仓 |
| — | ISHARES ETHEREUM TR | $33.84万 | 0.00% | 28,458 | 8,963 | 46.0% | $10.66万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $33.91万 | 0.00% | 1,094 | 1,061 | 3,215.2% | $32.89万 | 加仓 |
| ETR | ENTERGY CORP NEW | $33.96万 | 0.00% | 2,957 | 2,795 | 1,725.3% | $32.10万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $34.03万 | 0.00% | 5,188 | 35 | 0.7% | $2,296 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $34.10万 | 0.00% | 9,257 | 0 | 0.0% | — | 不变 |
| ITIC | INVESTORS TITLE CO NC | $34.24万 | 0.00% | 1,251 | 1 | 0.1% | $274 | 加仓 |
| MOG/A | MOOG INC | $34.28万 | 0.00% | 809 | 46 | 6.0% | $1.95万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $34.42万 | 0.00% | 10,515 | -6,829 | -39.4% | -$22.35万 | 减仓 |
| NDAQ | NASDAQ INC | $34.48万 | 0.00% | 4,374 | 1,663 | 61.3% | $13.11万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $34.51万 | 0.00% | 1,628 | 793 | 95.0% | $16.81万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $34.56万 | 0.00% | 8,291 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $34.78万 | 0.00% | 6,479 | -5,661 | -46.6% | -$30.39万 | 减仓 |
| ABSI | ABSCI CORPORATION | $34.78万 | 0.00% | 30,006 | 29,966 | 74,915.0% | $34.73万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $34.85万 | 0.00% | 7,857 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $34.92万 | 0.00% | 1,522 | -837 | -35.5% | -$19.21万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $34.93万 | 0.00% | 8,596 | -30 | -0.3% | -$1,219 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $35.04万 | 0.00% | 38,000 | -5,000 | -11.6% | -$4.61万 | 减仓 |
| SSO | PROSHARES TR | $35.04万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $35.19万 | 0.00% | 3,289 | -8 | -0.2% | -$856 | 减仓 |
| TLT | ISHARES TR | $35.36万 | 0.00% | 4,092 | 4,092 | — | $35.36万 | 新建仓 |
| NOK | NOKIA CORP | $35.65万 | 0.00% | 26,847 | -16,439 | -38.0% | -$21.83万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $35.71万 | 0.00% | 3,721 | 1,666 | 81.1% | $15.99万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $35.82万 | 0.00% | 4,537 | 2,839 | 167.2% | $22.41万 | 加仓 |
| — | NN INC | $35.90万 | 0.00% | 100,000 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $36.12万 | 0.00% | 2,012 | 348 | 20.9% | $6.25万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $36.19万 | 0.00% | 1,573 | 570 | 56.8% | $13.11万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $36.29万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $36.29万 | 0.00% | 2,155 | 1,925 | 837.0% | $32.42万 | 加仓 |
| — | ELECTRONIC ARTS INC | $36.30万 | 0.00% | 1,770 | 1,390 | 365.8% | $28.51万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $36.32万 | 0.00% | 5,257 | 5,000 | 1,945.5% | $34.54万 | 加仓 |
| EFA | ISHARES TR 看涨期权 | $36.36万 | 0.00% | 3,500 | 3,500 | — | $36.36万 | 新建仓 |
| IGE | ISHARES TR | $36.52万 | 0.00% | 6,500 | 6,500 | — | $36.52万 | 新建仓 |
| TPG | TPG INC | $36.82万 | 0.00% | 9,079 | -9,079 | -50.0% | -$36.82万 | 减仓 |
| OMC | OMNICOM GROUP INC | $36.87万 | 0.00% | 5,062 | -2,841 | -35.9% | -$20.69万 | 减仓 |
| KMX | CARMAX INC | $36.87万 | 0.00% | 6,971 | -6,492 | -48.2% | -$34.34万 | 减仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $36.98万 | 0.00% | 14,325 | -49 | -0.3% | -$1,265 | 减仓 |