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 |
|---|---|---|---|---|---|---|---|---|
| TQQQ | PROSHARES TR | $37.43万 | 0.00% | 4,621 | 4,021 | 670.2% | $32.57万 | 加仓 |
| IRM | IRON MTN INC DEL | $37.50万 | 0.00% | 2,969 | -1,609 | -35.1% | -$20.32万 | 减仓 |
| — | OPTICAL CABLE CORP | $37.53万 | 0.00% | 17,898 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS INDS INC | $37.53万 | 0.00% | 1,341 | -848 | -38.7% | -$23.73万 | 减仓 |
| VIAV | VIAVI SOLUTIONS INC | $37.57万 | 0.00% | 7,868 | 7 | 0.1% | $334 | 加仓 |
| WPC | WP CAREY INC | $37.62万 | 0.00% | 5,261 | 5,192 | 7,524.6% | $37.12万 | 加仓 |
| MSCI | MSCI INC | $37.88万 | 0.00% | 676 | -648 | -48.9% | -$36.31万 | 减仓 |
| ES | EVERSOURCE ENERGY | $37.99万 | 0.00% | 5,256 | 1,240 | 30.9% | $8.96万 | 加仓 |
| — | UNIVERSAL ELECTRS INC | $38.10万 | 0.00% | 79,875 | 18,437 | 30.0% | $8.79万 | 加仓 |
| TOST | TOAST INC | $38.10万 | 0.00% | 13,696 | 514 | 3.9% | $1.43万 | 加仓 |
| WAT | WATERS CORP | $38.25万 | 0.00% | 1,020 | 88 | 9.4% | $3.30万 | 加仓 |
| PSMT | PRICESMART INC | $38.63万 | 0.00% | 1,977 | 14 | 0.7% | $2,735 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $38.70万 | 0.00% | 7,457 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $38.82万 | 0.00% | 8,068 | 3 | 0.0% | $144 | 加仓 |
| IMCG | ISHARES TR | $38.94万 | 0.00% | 3,961 | 71 | 1.8% | $6,979 | 加仓 |
| NNN | NNN REIT INC | $38.99万 | 0.00% | 8,379 | 8,321 | 14,346.6% | $38.72万 | 加仓 |
| INDY | ISHARES TR | $39.03万 | 0.00% | 8,982 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $39.17万 | 0.00% | 7,367 | -832 | -10.1% | -$4.42万 | 减仓 |
| EOG | EOG RES INC | $39.20万 | 0.00% | 3,022 | 2,236 | 284.5% | $29.01万 | 加仓 |
| VPU | VANGUARD WORLD FD | $39.21万 | 0.00% | 2,003 | 117 | 6.2% | $2.29万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $39.36万 | 0.00% | 2,601 | -5,914 | -69.5% | -$89.48万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $39.46万 | 0.00% | 1,166 | -2,873 | -71.1% | -$97.23万 | 减仓 |
| KHPI | MANAGED PORTFOLIO SER | $39.48万 | 0.00% | 15,289 | 15,289 | — | $39.48万 | 新建仓 |
| LUCK | LUCKY STRIKE ENTERTAINMENT C | $39.64万 | 0.00% | 53,000 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $39.68万 | 0.00% | 6,199 | 805 | 14.9% | $5.15万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $39.74万 | 0.00% | 17,254 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $39.76万 | 0.00% | 6,337 | 8 | 0.1% | $502 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $39.89万 | 0.00% | 16,873 | 0 | 0.0% | — | 不变 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $39.90万 | 0.00% | 17,022 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $40.03万 | 0.00% | 12,758 | -12,758 | -50.0% | -$40.03万 | 减仓 |
| LBTYK | LIBERTY GLOBAL LTD | $40.13万 | 0.00% | 36,484 | -459 | -1.2% | -$5,049 | 减仓 |
| DTE | DTE ENERGY CO | $40.18万 | 0.00% | 2,637 | 1,280 | 94.3% | $19.50万 | 加仓 |
| FORM | FORMFACTOR INC | $40.30万 | 0.00% | 2,520 | 20 | 0.8% | $3,199 | 加仓 |
| SUSB | ISHARES TR | $40.37万 | 0.00% | 16,154 | -102,694 | -86.4% | -$256.63万 | 减仓 |
| CSM | PROSHARES TR | $40.43万 | 0.00% | 4,745 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $40.61万 | 0.00% | 1,209 | 17 | 1.4% | $5,710 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $41.02万 | 0.00% | 1,991 | 414 | 26.3% | $8.53万 | 加仓 |
| GRC | GORMAN RUPP CO | $41.17万 | 0.00% | 4,488 | -1,604 | -26.3% | -$14.72万 | 减仓 |
| WING | WINGSTOP INC | $41.25万 | 0.00% | 2,379 | -167 | -6.6% | -$2.90万 | 减仓 |
| EFX | EQUIFAX INC | $41.69万 | 0.00% | 2,627 | -263 | -9.1% | -$4.17万 | 减仓 |
| CQQQ | INVESCO EXCH TRADED FD TR II | $41.71万 | 0.00% | 7,313 | -7,313 | -50.0% | -$41.71万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $41.77万 | 0.00% | 1,178 | 302 | 34.5% | $10.71万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $42.00万 | 0.00% | 7,826 | 7,826 | — | $42.00万 | 新建仓 |
| BCS | BARCLAYS PLC | $42.01万 | 0.00% | 15,639 | -15,639 | -50.0% | -$42.01万 | 减仓 |
| MET | METLIFE INC | $42.11万 | 0.00% | 4,977 | 1,832 | 58.3% | $15.50万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $42.15万 | 0.00% | 676 | -458 | -40.4% | -$28.56万 | 减仓 |
| BN | BROOKFIELD CORP | $42.18万 | 0.00% | 9,903 | -7,645 | -43.6% | -$32.56万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $42.46万 | 0.00% | 16,841 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $42.50万 | 0.00% | 38,991 | 37,150 | 2,017.9% | $40.49万 | 加仓 |
| ENS | ENERSYS | $42.56万 | 0.00% | 1,820 | 108 | 6.3% | $2.53万 | 加仓 |
| WSBC | WESBANCO INC | $42.64万 | 0.00% | 10,924 | 182 | 1.7% | $7,103 | 加仓 |
| PKG | PACKAGING CORP AMER | $42.68万 | 0.00% | 1,791 | 358 | 25.0% | $8.53万 | 加仓 |
| ENTG | ENTEGRIS INC | $42.73万 | 0.00% | 2,376 | 120 | 5.3% | $2.16万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $42.77万 | 0.00% | 4,524 | 4,363 | 2,709.9% | $41.25万 | 加仓 |
| OKE | ONEOK INC NEW | $42.78万 | 0.00% | 4,921 | 2,437 | 98.1% | $21.19万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $42.80万 | 0.00% | 2,663 | 112 | 4.4% | $1.80万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $42.91万 | 0.00% | 3,981 | 3,586 | 907.8% | $38.65万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $43.25万 | 0.00% | 5,601 | 5,347 | 2,105.1% | $41.28万 | 加仓 |
| TIP | ISHARES TR | $43.25万 | 0.00% | 3,953 | 3 | 0.1% | $328 | 加仓 |
| FSBW | FS BANCORP INC | $43.40万 | 0.00% | 10,000 | -10,000 | -50.0% | -$43.40万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.53万 | 0.00% | 2,883 | 2,883 | — | $43.53万 | 新建仓 |
| PHM | PULTE GROUP INC | $43.59万 | 0.00% | 3,177 | -13,060 | -80.4% | -$179.20万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $44.01万 | 0.00% | 1,180 | 235 | 24.9% | $8.76万 | 加仓 |
| XYL | XYLEM INC | $44.08万 | 0.00% | 3,729 | 1,626 | 77.3% | $19.22万 | 加仓 |
| HEI/A | HEICO CORP NEW | $44.21万 | 0.00% | 1,714 | 100 | 6.2% | $2.58万 | 加仓 |
| — | MYOMO INC | $44.26万 | 0.00% | 425,609 | 9 | 0.0% | $9 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $44.37万 | 0.00% | 18,496 | 3,449 | 22.9% | $8.27万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $44.52万 | 0.00% | 17,083 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $44.55万 | 0.00% | 24,628 | 3,402 | 16.0% | $6.15万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $44.78万 | 0.00% | 19,021 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $45.02万 | 0.00% | 9,929 | 774 | 8.5% | $3.51万 | 加仓 |
| MGC | VANGUARD WORLD FD | $45.29万 | 0.00% | 1,655 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $45.34万 | 0.00% | 1,905 | 795 | 71.6% | $18.92万 | 加仓 |
| WSO | WATSCO INC | $45.42万 | 0.00% | 1,090 | 1,051 | 2,694.9% | $43.80万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $45.50万 | 0.00% | 21,363 | 13 | 0.1% | $277 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $46.71万 | 0.00% | 2,746 | 1,346 | 96.1% | $22.90万 | 加仓 |
| CACI | CACI INTL INC | $47.30万 | 0.00% | 1,021 | 1,010 | 9,181.8% | $46.79万 | 重新持有 |
| ALAB | ASTERA LABS INC | $47.67万 | 0.00% | 987 | 4 | 0.4% | $1,932 | 加仓 |
| HEI | HEICO CORP NEW | $48.30万 | 0.00% | 1,356 | 25 | 1.9% | $8,905 | 加仓 |
| INDA | ISHARES TR | $48.32万 | 0.00% | 9,784 | -5,120 | -34.4% | -$25.29万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $48.55万 | 0.00% | 10,766 | -7,797 | -42.0% | -$35.16万 | 减仓 |
| AEG | AEGON LTD | $48.65万 | 0.00% | 57,646 | 11,936 | 26.1% | $10.07万 | 加仓 |
| HAL | HALLIBURTON CO | $48.91万 | 0.00% | 14,405 | -3,662 | -20.3% | -$12.43万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $48.97万 | 0.00% | 1,773 | -4,112 | -69.9% | -$113.56万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $49.00万 | 0.00% | 20,297 | 13 | 0.1% | $314 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $49.28万 | 0.00% | 8,879 | -8,976 | -50.3% | -$49.82万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $49.28万 | 0.00% | 2,076 | 1,707 | 462.6% | $40.52万 | 加仓 |
| EWY | ISHARES INC | $49.38万 | 0.00% | 2,446 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看跌期权 | $49.47万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $49.49万 | 0.00% | 4,979 | 3,542 | 246.5% | $35.21万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $49.59万 | 0.00% | 4,427 | 2,604 | 142.8% | $29.17万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $49.82万 | 0.00% | 3,663 | -13,994 | -79.3% | -$190.32万 | 减仓 |
| CRBN | ISHARES TR | $49.87万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $49.90万 | 0.00% | 8,041 | -636 | -7.3% | -$3.95万 | 减仓 |
| BALL | BALL CORP | $49.93万 | 0.00% | 8,001 | -1,534 | -16.1% | -$9.57万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $49.94万 | 0.00% | 8,283 | 400 | 5.1% | $2.41万 | 加仓 |
| GVI | ISHARES TR | $49.95万 | 0.00% | 4,708 | 30 | 0.6% | $3,183 | 加仓 |
| — | LIBERTY BROADBAND CORP | $50.04万 | 0.00% | 15,045 | -551 | -3.5% | -$1.83万 | 减仓 |
| IBB | ISHARES TR | $50.21万 | 0.00% | 2,640 | 357 | 15.6% | $6.79万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $50.55万 | 0.00% | 25,413 | -25,413 | -50.0% | -$50.55万 | 减仓 |