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 |
|---|---|---|---|---|---|---|---|---|
| NET | CLOUDFLARE INC | $50.85万 | 0.00% | 2,073 | 1,085 | 109.8% | $26.61万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $51.17万 | 0.00% | 2,897 | 2,309 | 392.7% | $40.79万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $51.29万 | 0.00% | 3,077 | 293 | 10.5% | $4.88万 | 加仓 |
| OSK | OSHKOSH CORP | $51.37万 | 0.00% | 3,347 | 3,327 | 16,635.0% | $51.06万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $51.55万 | 0.00% | 13,290 | -1,724 | -11.5% | -$6.69万 | 减仓 |
| IBDX | ISHARES TR | $51.58万 | 0.00% | 20,477 | -8,643 | -29.7% | -$21.77万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $51.71万 | 0.00% | 5,208 | -399 | -7.1% | -$3.96万 | 减仓 |
| MSA | MSA SAFETY INC | $52.29万 | 0.00% | 2,995 | 19 | 0.6% | $3,317 | 加仓 |
| EZU | ISHARES INC | $52.48万 | 0.00% | 7,551 | -7,499 | -49.8% | -$52.12万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $52.54万 | 0.00% | 7,115 | 7,115 | — | $52.54万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.63万 | 0.00% | 22,410 | 0 | 0.0% | — | 不变 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $52.66万 | 0.00% | 9,559 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $52.72万 | 0.00% | 4,686 | 35 | 0.8% | $3,937 | 加仓 |
| HAWX | ISHARES TR | $53.03万 | 0.01% | 11,404 | -3,687 | -24.4% | -$17.14万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $53.05万 | 0.01% | 10,923 | -35 | -0.3% | -$1,700 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.06万 | 0.01% | 13,433 | -8,942 | -40.0% | -$35.32万 | 减仓 |
| SOLV | SOLVENTUM CORP | $53.26万 | 0.01% | 6,904 | 3,719 | 116.8% | $28.69万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $53.29万 | 0.01% | 6,143 | 43 | 0.7% | $3,730 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.56万 | 0.01% | 1,906 | 864 | 82.9% | $24.28万 | 加仓 |
| AZO | AUTOZONE INC | $53.69万 | 0.01% | 168 | 86 | 104.9% | $27.49万 | 加仓 |
| FDUS | FIDUS INVT CORP | $53.85万 | 0.01% | 28,240 | 155 | 0.6% | $2,956 | 加仓 |
| BAX | BAXTER INTL INC | $53.96万 | 0.01% | 25,308 | 23,975 | 1,798.6% | $51.11万 | 加仓 |
| VEEV | VEEVA SYS INC | $54.45万 | 0.01% | 3,068 | -2,159 | -41.3% | -$38.32万 | 减仓 |
| SEIC | SEI INVTS CO | $54.46万 | 0.01% | 6,209 | -45 | -0.7% | -$3,947 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $54.57万 | 0.01% | 2,341 | 554 | 31.0% | $12.91万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $54.99万 | 0.01% | 3,367 | 2,116 | 169.1% | $34.56万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $55.18万 | 0.01% | 6,100 | 3,126 | 105.1% | $28.28万 | 加仓 |
| WAB | WABTEC | $55.22万 | 0.01% | 2,048 | 140 | 7.3% | $3.77万 | 加仓 |
| DOV | DOVER CORP | $55.27万 | 0.01% | 2,464 | -948 | -27.8% | -$21.27万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $55.27万 | 0.01% | 6,314 | -473 | -7.0% | -$4.14万 | 减仓 |
| ARKK | ARK ETF TR | $55.45万 | 0.01% | 6,861 | -38 | -0.6% | -$3,071 | 减仓 |
| ICLR | ICON PUB LTD CO | $55.52万 | 0.01% | 3,196 | 3,112 | 3,704.8% | $54.06万 | 重新持有 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $55.56万 | 0.01% | 2,565 | 1,193 | 87.0% | $25.84万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $56.11万 | 0.01% | 46,996 | 21,199 | 82.2% | $25.31万 | 加仓 |
| UNM | UNUM GROUP | $56.30万 | 0.01% | 6,298 | 3,049 | 93.8% | $27.26万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.41万 | 0.01% | 5,869 | -16,807 | -74.1% | -$161.55万 | 减仓 |
| SAP | SAP SE | $56.48万 | 0.01% | 3,665 | 362 | 11.0% | $5.58万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $56.51万 | 0.01% | 10,292 | 2,787 | 37.1% | $15.30万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $56.53万 | 0.01% | 13,244 | -13,308 | -50.1% | -$56.80万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $56.66万 | 0.01% | 10,653 | -30,694 | -74.2% | -$163.26万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $56.70万 | 0.01% | 14,366 | -433 | -2.9% | -$1.71万 | 减仓 |
| VDE | VANGUARD WORLD FD | $56.74万 | 0.01% | 3,779 | 516 | 15.8% | $7.75万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC INC | $57.17万 | 0.01% | 16,630 | -10,130 | -37.9% | -$34.82万 | 减仓 |
| DGRW | WISDOMTREE TR | $57.21万 | 0.01% | 5,983 | 0 | 0.0% | — | 不变 |
| CW | CURTISS WRIGHT CORP | $57.44万 | 0.01% | 758 | -278 | -26.8% | -$21.07万 | 减仓 |
| OC | OWENS CORNING NEW | $57.54万 | 0.01% | 3,620 | 359 | 11.0% | $5.71万 | 加仓 |
| INGR | INGREDION INC | $57.81万 | 0.01% | 6,104 | 6,058 | 13,169.6% | $57.38万 | 加仓 |
| EXC | EXELON CORP | $57.87万 | 0.01% | 12,414 | -8,343 | -40.2% | -$38.90万 | 减仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $58.03万 | 0.01% | 3,026 | 2,918 | 2,701.9% | $55.96万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $58.28万 | 0.01% | 27,233 | 26,932 | 8,947.5% | $57.63万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $58.29万 | 0.01% | 7,821 | -927 | -10.6% | -$6.91万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $58.30万 | 0.01% | 1,594 | 348 | 27.9% | $12.73万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $58.54万 | 0.01% | 18,519 | -22,333 | -54.7% | -$70.59万 | 减仓 |
| IBDU | ISHARES TR | $58.73万 | 0.01% | 25,360 | 171 | 0.7% | $3,960 | 加仓 |
| ALB | ALBEMARLE CORP | $58.97万 | 0.01% | 4,367 | -138 | -3.1% | -$1.86万 | 减仓 |
| AIZ | ASSURANT INC | $59.04万 | 0.01% | 2,199 | 182 | 9.0% | $4.89万 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $59.24万 | 0.01% | 20,873 | 0 | 0.0% | — | 不变 |
| UDR | UDR INC | $59.28万 | 0.01% | 14,849 | 146 | 1.0% | $5,828 | 加仓 |
| HUBB | HUBBELL INC | $59.28万 | 0.01% | 1,133 | -521 | -31.5% | -$27.26万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $59.58万 | 0.01% | 8,611 | 231 | 2.8% | $1.60万 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $59.59万 | 0.01% | 170,739 | -166,042 | -49.3% | -$57.95万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $59.64万 | 0.01% | 7,776 | 64 | 0.8% | $4,909 | 加仓 |
| SLYG | SPDR SERIES TRUST | $59.80万 | 0.01% | 5,020 | 150 | 3.1% | $1.79万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $59.86万 | 0.01% | 26,787 | -409 | -1.5% | -$9,139 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $59.90万 | 0.01% | 2,971 | -43 | -1.4% | -$8,669 | 减仓 |
| DEO | DIAGEO PLC | $60.02万 | 0.01% | 7,466 | 6,308 | 544.7% | $50.71万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $60.47万 | 0.01% | 5,645 | 4,354 | 337.3% | $46.64万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $60.49万 | 0.01% | 20,029 | 5,218 | 35.2% | $15.76万 | 加仓 |
| SHV | ISHARES TR | $60.81万 | 0.01% | 5,511 | -2,200 | -28.5% | -$24.28万 | 减仓 |
| VST | VISTRA CORP | $60.90万 | 0.01% | 3,839 | 3,334 | 660.2% | $52.89万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $60.96万 | 0.01% | 3,686 | 3,235 | 717.3% | $53.50万 | 重新持有 |
| SANM | SANMINA CORP | $61.09万 | 0.01% | 2,414 | 840 | 53.4% | $21.26万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $61.20万 | 0.01% | 5,040 | 2,303 | 84.1% | $27.96万 | 加仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $61.33万 | 0.01% | 9,392 | 9,392 | — | $61.33万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $61.48万 | 0.01% | 11,380 | -612 | -5.1% | -$3.31万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $61.58万 | 0.01% | 8,177 | 7,921 | 3,094.1% | $59.65万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $61.92万 | 0.01% | 8,172 | 11 | 0.1% | $833 | 加仓 |
| IQMM | PROSHARES TR | $61.93万 | 0.01% | 6,189 | 6,189 | — | $61.93万 | 新建仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $62.46万 | 0.01% | 48,531 | -21,411 | -30.6% | -$27.56万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $62.69万 | 0.01% | 4,290 | 1,040 | 32.0% | $15.20万 | 加仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $62.95万 | 0.01% | 5,959 | -99 | -1.6% | -$1.05万 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $63.17万 | 0.01% | 13,477 | -18,883 | -58.4% | -$88.50万 | 减仓 |
| CG | CARLYLE GROUP INC | $63.49万 | 0.01% | 15,078 | -223 | -1.5% | -$9,390 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $63.50万 | 0.01% | 19,441 | -19,400 | -49.9% | -$63.36万 | 减仓 |
| RS | RELIANCE INC | $63.55万 | 0.01% | 1,701 | 17 | 1.0% | $6,351 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $63.81万 | 0.01% | 4,091 | 300 | 7.9% | $4.68万 | 加仓 |
| GPC | GENUINE PARTS CO | $64.39万 | 0.01% | 5,458 | 3,719 | 213.9% | $43.88万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $65.00万 | 0.01% | 24,391 | 11,000 | 82.1% | $29.32万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $65.24万 | 0.01% | 2,496 | 113 | 4.7% | $2.95万 | 加仓 |
| SNPS | SYNOPSYS INC | $65.30万 | 0.01% | 1,464 | 507 | 53.0% | $22.62万 | 加仓 |
| NTRS | NORTHERN TR CORP | $65.43万 | 0.01% | 3,764 | 1,399 | 59.2% | $24.32万 | 加仓 |
| EAT | BRINKER INTL INC | $65.79万 | 0.01% | 3,916 | 28 | 0.7% | $4,704 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $66.39万 | 0.01% | 12,844 | 30 | 0.2% | $1,551 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $66.43万 | 0.01% | 4,305 | 1,295 | 43.0% | $19.98万 | 加仓 |
| TXT | TEXTRON INC | $66.53万 | 0.01% | 7,253 | -2,544 | -26.0% | -$23.34万 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $66.73万 | 0.01% | 9,797 | -6 | -0.1% | -$409 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $67.30万 | 0.01% | 2,503 | 2,105 | 528.9% | $56.60万 | 加仓 |
| SAN | BANCO SANTANDER SA | $67.88万 | 0.01% | 49,185 | -27,859 | -36.2% | -$38.45万 | 减仓 |
| BP | BP PLC | $68.02万 | 0.01% | 18,408 | -12,115 | -39.7% | -$44.76万 | 减仓 |
| ITA | ISHARES TR | $68.20万 | 0.01% | 2,813 | -171 | -5.7% | -$4.15万 | 减仓 |