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 |
|---|---|---|---|---|---|---|---|---|
| CLF | CLEVELAND-CLIFFS INC NEW | $68.28万 | 0.01% | 72,717 | -398 | -0.5% | -$3,737 | 减仓 |
| FAST | FASTENAL CO | $68.68万 | 0.01% | 14,300 | -28,303 | -66.4% | -$135.94万 | 减仓 |
| DMXF | ISHARES TR | $68.82万 | 0.01% | 8,135 | -66,379 | -89.1% | -$561.57万 | 减仓 |
| SNPE | DBX ETF TR | $69.55万 | 0.01% | 10,100 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $69.77万 | 0.01% | 9,174 | 7,111 | 344.7% | $54.08万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $70.42万 | 0.01% | 23,489 | 6,839 | 41.1% | $20.50万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $70.56万 | 0.01% | 5,811 | 2,557 | 78.6% | $31.05万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $70.70万 | 0.01% | 7,298 | 1,604 | 28.2% | $15.54万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $71.03万 | 0.01% | 2,972 | 1,115 | 60.0% | $26.65万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $71.39万 | 0.01% | 4,380 | 4,294 | 4,993.0% | $69.98万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $71.41万 | 0.01% | 3,813 | 966 | 33.9% | $18.09万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.41万 | 0.01% | 28,497 | -27,851 | -49.4% | -$69.79万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.48万 | 0.01% | 7,279 | 928 | 14.6% | $9.11万 | 加仓 |
| HPQ | HP INC | $71.53万 | 0.01% | 32,601 | -5,647 | -14.8% | -$12.39万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $71.68万 | 0.01% | 2,120 | 269 | 14.5% | $9.10万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $71.77万 | 0.01% | 1,841 | 644 | 53.8% | $25.11万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $71.82万 | 0.01% | 13,058 | -13,016 | -49.9% | -$71.59万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $72.34万 | 0.01% | 52,116 | -702 | -1.3% | -$9,744 | 减仓 |
| RPC | RIDGEPOST CAP INC | $72.95万 | 0.01% | 92,698 | -48,070 | -34.1% | -$37.83万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $73.07万 | 0.01% | 18,162 | -326 | -1.8% | -$1.31万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $73.08万 | 0.01% | 9,016 | -977 | -9.8% | -$7.92万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $73.41万 | 0.01% | 3,799 | -1,504 | -28.4% | -$29.06万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $73.87万 | 0.01% | 25,506 | -554 | -2.1% | -$1.60万 | 减仓 |
| EME | EMCOR GROUP INC | $74.13万 | 0.01% | 893 | -121 | -11.9% | -$10.04万 | 减仓 |
| B | BARRICK MNG CORP | $74.26万 | 0.01% | 20,217 | -4,210 | -17.2% | -$15.46万 | 减仓 |
| SRE | SEMPRA | $74.61万 | 0.01% | 8,048 | 1,483 | 22.6% | $13.75万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $74.77万 | 0.01% | 14,806 | -2,263 | -13.3% | -$11.43万 | 减仓 |
| IONQ | IONQ INC | $74.96万 | 0.01% | 14,074 | 1,298 | 10.2% | $6.91万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $75.13万 | 0.01% | 9,643 | 224 | 2.4% | $1.75万 | 加仓 |
| UL | UNILEVER PLC | $75.20万 | 0.01% | 12,509 | 11,796 | 1,654.4% | $70.92万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $75.23万 | 0.01% | 6,610 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $75.71万 | 0.01% | 5,713 | 4,188 | 274.6% | $55.50万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $75.73万 | 0.01% | 12,947 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GEN CORP | $75.76万 | 0.01% | 6,581 | 1,072 | 19.5% | $12.34万 | 加仓 |
| DES | WISDOMTREE TR | $76.16万 | 0.01% | 18,723 | -639 | -3.3% | -$2.60万 | 减仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $76.17万 | 0.01% | 19,386 | 19,386 | — | $76.17万 | 新建仓 |
| AEE | AMEREN CORP | $77.24万 | 0.01% | 6,833 | -1,335 | -16.3% | -$15.09万 | 减仓 |
| MXI | ISHARES TR | $77.39万 | 0.01% | 7,312 | 7,312 | — | $77.39万 | 新建仓 |
| ESGV | VANGUARD WORLD FD | $77.50万 | 0.01% | 5,860 | -6,846 | -53.9% | -$90.54万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $77.63万 | 0.01% | 11,490 | 4,441 | 63.0% | $30.00万 | 加仓 |
| FTV | FORTIVE CORP | $77.85万 | 0.01% | 12,743 | 1,593 | 14.3% | $9.73万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $78.89万 | 0.01% | 7,087 | 3,696 | 109.0% | $41.14万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $79.09万 | 0.01% | 9,745 | 7,661 | 367.6% | $62.17万 | 加仓 |
| IBDV | ISHARES TR | $79.18万 | 0.01% | 36,319 | 17,416 | 92.1% | $37.97万 | 加仓 |
| VAW | VANGUARD WORLD FD | $79.59万 | 0.01% | 3,479 | 255 | 7.9% | $5.83万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $79.63万 | 0.01% | 36,618 | -326 | -0.9% | -$7,089 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $79.86万 | 0.01% | 37,797 | -315 | -0.8% | -$6,656 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $80.44万 | 0.01% | 8,022 | 2,105 | 35.6% | $21.11万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $80.52万 | 0.01% | 17,688 | 5,513 | 45.3% | $25.10万 | 加仓 |
| NTAP | NETAPP INC | $80.71万 | 0.01% | 5,215 | -2,039 | -28.1% | -$31.56万 | 减仓 |
| MOD | MODINE MFG CO | $80.77万 | 0.01% | 3,025 | -1,275 | -29.7% | -$34.05万 | 减仓 |
| HDV | ISHARES TR | $82.02万 | 0.01% | 29,925 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $82.31万 | 0.01% | 3,676 | -25,910 | -87.6% | -$580.13万 | 重新持有 |
| IEF | ISHARES TR | $83.12万 | 0.01% | 8,789 | -795 | -8.3% | -$7.52万 | 减仓 |
| RNST | RENASANT CORP | $83.23万 | 0.01% | 19,566 | 44 | 0.2% | $1,872 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $83.36万 | 0.01% | 4,742 | 3,379 | 247.9% | $59.40万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $83.97万 | 0.01% | 5,293 | 415 | 8.5% | $6.58万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $84.17万 | 0.01% | 48,514 | -47,526 | -49.5% | -$82.46万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $84.24万 | 0.01% | 14,474 | 13,529 | 1,431.6% | $78.74万 | 加仓 |
| FISV | FISERV INC | $84.41万 | 0.01% | 17,209 | -947 | -5.2% | -$4.65万 | 减仓 |
| GDDY | GODADDY INC | $84.45万 | 0.01% | 9,949 | -911 | -8.4% | -$7.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $84.63万 | 0.01% | 38,520 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $84.67万 | 0.01% | 6,195 | -73 | -1.2% | -$9,978 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $84.73万 | 0.01% | 4,574 | 1,349 | 41.8% | $24.99万 | 加仓 |
| — | NEOS ETF TRUST | $84.79万 | 0.01% | 18,026 | 524 | 3.0% | $2.46万 | 加仓 |
| VMC | VULCAN MATLS CO | $84.98万 | 0.01% | 2,881 | -237 | -7.6% | -$6.99万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $85.38万 | 0.01% | 22,130 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $85.46万 | 0.01% | 3,011 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $86.00万 | 0.01% | 18,498 | 5,320 | 40.4% | $24.73万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $86.09万 | 0.01% | 18,463 | -9,918 | -34.9% | -$46.25万 | 减仓 |
| DHI | D R HORTON INC | $86.11万 | 0.01% | 5,287 | 1,049 | 24.8% | $17.09万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $86.20万 | 0.01% | 6,841 | 854 | 14.3% | $10.76万 | 加仓 |
| IBN | ICICI BANK LIMITED | $86.20万 | 0.01% | 29,695 | 4,041 | 15.8% | $11.73万 | 加仓 |
| VLTO | VERALTO CORP | $86.37万 | 0.01% | 9,740 | 297 | 3.1% | $2.63万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $86.90万 | 0.01% | 12,137 | 575 | 5.0% | $4.12万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $87.56万 | 0.01% | 7,757 | 0 | 0.0% | — | 不变 |
| IXN | ISHARES TR | $87.76万 | 0.01% | 6,074 | 92 | 1.5% | $1.33万 | 加仓 |
| JBL | JABIL INC | $88.20万 | 0.01% | 2,288 | 2,146 | 1,511.3% | $82.73万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.88万 | 0.01% | 17,784 | -1,637 | -8.4% | -$8.18万 | 减仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $89.65万 | 0.01% | 27,010 | 9,065 | 50.5% | $30.09万 | 加仓 |
| EFAV | ISHARES TR | $90.11万 | 0.01% | 10,274 | 1,542 | 17.7% | $13.52万 | 加仓 |
| COKE | COCA COLA CONS INC | $90.34万 | 0.01% | 4,732 | 42 | 0.9% | $8,019 | 加仓 |
| SHM | SPDR SERIES TRUST | $90.47万 | 0.01% | 18,861 | 16 | 0.1% | $767 | 加仓 |
| GIS | GENERAL MILLS INC | $90.85万 | 0.01% | 26,105 | 11,350 | 76.9% | $39.50万 | 加仓 |
| MTUM | ISHARES TR | $90.93万 | 0.01% | 2,652 | 28 | 1.1% | $9,601 | 加仓 |
| MFC | MANULIFE FINL CORP | $91.49万 | 0.01% | 22,584 | 8,843 | 64.4% | $35.82万 | 加仓 |
| IXJ | ISHARES TR | $91.69万 | 0.01% | 9,320 | 8,720 | 1,453.3% | $85.79万 | 加仓 |
| RL | RALPH LAUREN CORP | $91.84万 | 0.01% | 2,288 | -790 | -25.7% | -$31.71万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $92.19万 | 0.01% | 2,903 | 1,889 | 186.3% | $59.99万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $92.86万 | 0.01% | 9,765 | -9,765 | -50.0% | -$92.86万 | 减仓 |
| KHC | KRAFT HEINZ CO | $93.15万 | 0.01% | 39,438 | -946 | -2.3% | -$2.23万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $93.62万 | 0.01% | 20,604 | -20,601 | -50.0% | -$93.61万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $94.17万 | 0.01% | 4,766 | 11 | 0.2% | $2,173 | 加仓 |
| BKMI | BNY MELLON ETF TRUST II | $95.20万 | 0.01% | 36,005 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $95.29万 | 0.01% | 8,573 | -759 | -8.1% | -$8.44万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $95.63万 | 0.01% | 22,146 | 10,681 | 93.2% | $46.12万 | 加仓 |
| IBDY | ISHARES TR | $95.92万 | 0.01% | 37,257 | 3,770 | 11.3% | $9.71万 | 加仓 |
| TMUS | T-MOBILE US INC | $96.02万 | 0.01% | 5,724 | 2,622 | 84.5% | $43.98万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $96.33万 | 0.01% | 11,189 | 7,227 | 182.4% | $62.22万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $97.40万 | 0.01% | 10,431 | 0 | 0.0% | — | 不变 |