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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $97.47万 | 0.01% | 18,474 | 5,573 | 43.2% | $29.40万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $97.49万 | 0.01% | 10,247 | -853 | -7.7% | -$8.12万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $98.61万 | 0.01% | 2,817 | 676 | 31.6% | $23.66万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $99.60万 | 0.01% | 1,727 | -2,591 | -60.0% | -$149.42万 | 减仓 |
| EAGG | ISHARES TR | $99.97万 | 0.01% | 21,087 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $100.50万 | 0.01% | 20,008 | 8 | 0.0% | $402 | 加仓 |
| EQIX | EQUINIX INC | $100.86万 | 0.01% | 968 | 149 | 18.2% | $15.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $101.66万 | 0.01% | 11,568 | -202 | -1.7% | -$1.78万 | 减仓 |
| LAD | LITHIA MTRS INC | $101.93万 | 0.01% | 3,509 | 3,504 | 70,080.0% | $101.79万 | 加仓 |
| MKC | MCCORMICK & CO INC | $102.02万 | 0.01% | 20,234 | 197 | 1.0% | $9,933 | 加仓 |
| ZTS | ZOETIS INC | $102.28万 | 0.01% | 14,233 | -5,060 | -26.2% | -$36.36万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $102.57万 | 0.01% | 2,857 | 24 | 0.8% | $8,616 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $102.69万 | 0.01% | 62,695 | -2,810 | -4.3% | -$4.60万 | 减仓 |
| EPI | WISDOMTREE TR | $102.73万 | 0.01% | 24,014 | -2,851 | -10.6% | -$12.20万 | 减仓 |
| TER | TERADYNE INC | $102.91万 | 0.01% | 2,127 | -888 | -29.5% | -$42.97万 | 减仓 |
| CCJ | CAMECO CORP | $103.25万 | 0.01% | 10,137 | 3,572 | 54.4% | $36.38万 | 加仓 |
| GL | GLOBE LIFE INC | $103.60万 | 0.01% | 5,798 | 2,659 | 84.7% | $47.51万 | 加仓 |
| VFH | VANGUARD WORLD FD | $104.40万 | 0.01% | 7,933 | 292 | 3.8% | $3.84万 | 加仓 |
| WTAI | WISDOMTREE TR | $104.67万 | 0.01% | 22,050 | 4,900 | 28.6% | $23.26万 | 加仓 |
| FNB | F N B CORP | $104.70万 | 0.01% | 54,874 | 337 | 0.6% | $6,430 | 加仓 |
| TTE | TOTALENERGIES SE | $104.91万 | 0.01% | 13,491 | 2,355 | 21.1% | $18.31万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $105.52万 | 0.01% | 24,516 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $105.81万 | 0.01% | 3,202 | -97 | -2.9% | -$3.21万 | 减仓 |
| AYI | ACUITY INC | $106.67万 | 0.01% | 2,832 | -3,358 | -54.2% | -$126.48万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $106.87万 | 0.01% | 9,660 | 1,174 | 13.8% | $12.99万 | 加仓 |
| CTVA | CORTEVA INC | $107.47万 | 0.01% | 12,690 | 658 | 5.5% | $5.57万 | 加仓 |
| HEFA | ISHARES TR | $107.75万 | 0.01% | 22,962 | -5,999 | -20.7% | -$28.15万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $107.90万 | 0.01% | 22,220 | -19,266 | -46.4% | -$93.56万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $108.13万 | 0.01% | 16,000 | 16,000 | — | $108.13万 | 新建仓 |
| AOR | ISHARES TR | $109.33万 | 0.01% | 15,730 | 140 | 0.9% | $9,730 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $109.65万 | 0.01% | 4,286 | -458 | -9.7% | -$11.72万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $109.76万 | 0.01% | 12,182 | 4,056 | 49.9% | $36.54万 | 加仓 |
| VTI | VANGUARD INDEX FDS 看涨期权 | $111.01万 | 0.01% | 3,000 | 3,000 | — | $111.01万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $111.09万 | 0.01% | 14,540 | -580 | -3.8% | -$4.43万 | 减仓 |
| VTEI | VANGUARD MUN BD FDS | $111.92万 | 0.01% | 11,084 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $112.42万 | 0.01% | 2,182 | 1,782 | 445.5% | $91.81万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $113.11万 | 0.01% | 21,920 | 2,980 | 15.7% | $15.38万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $113.22万 | 0.01% | 24,512 | -4,021 | -14.1% | -$18.57万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.41万 | 0.01% | 2,470 | 132 | 5.6% | $6.06万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $114.26万 | 0.01% | 11,772 | 1,178 | 11.1% | $11.43万 | 加仓 |
| COHR | COHERENT CORP | $114.28万 | 0.01% | 2,897 | 2,855 | 6,797.6% | $112.62万 | 加仓 |
| QYLD | GLOBAL X FDS | $115.27万 | 0.01% | 62,544 | -23,424 | -27.2% | -$43.17万 | 减仓 |
| XEL | XCEL ENERGY INC | $115.40万 | 0.01% | 14,371 | 9,668 | 205.6% | $77.63万 | 加仓 |
| HYG | ISHARES TR | $115.63万 | 0.01% | 14,460 | -162 | -1.1% | -$1.30万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $115.91万 | 0.01% | 39,238 | -2,486 | -6.0% | -$7.34万 | 减仓 |
| F | FORD MTR CO | $116.61万 | 0.01% | 83,895 | 25,209 | 43.0% | $35.04万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $117.25万 | 0.01% | 2,600 | -556 | -17.6% | -$25.07万 | 减仓 |
| SNY | SANOFI SA | $118.76万 | 0.01% | 27,838 | 13,783 | 98.1% | $58.80万 | 加仓 |
| IDV | ISHARES TR | $119.04万 | 0.01% | 28,732 | 1,899 | 7.1% | $7.87万 | 加仓 |
| — | CORE SCIENTIFIC INC NEW | $119.57万 | 0.01% | 48,000 | -15,318 | -24.2% | -$38.16万 | 减仓 |
| IJT | ISHARES TR | $120.35万 | 0.01% | 6,738 | -284 | -4.0% | -$5.07万 | 减仓 |
| CBRE | CBRE GROUP INC | $120.45万 | 0.01% | 8,943 | 565 | 6.7% | $7.61万 | 加仓 |
| IYJ | ISHARES TR | $120.74万 | 0.01% | 7,245 | 3 | 0.0% | $500 | 加仓 |
| IDXX | IDEXX LABS INC | $121.43万 | 0.01% | 2,307 | 164 | 7.7% | $8.63万 | 加仓 |
| USB | US BANCORP | $121.55万 | 0.01% | 20,124 | 3,758 | 23.0% | $22.70万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $122.13万 | 0.01% | 10,459 | 2,846 | 37.4% | $33.23万 | 加仓 |
| ENB | ENBRIDGE INC | $122.15万 | 0.01% | 22,533 | -6,509 | -22.4% | -$35.29万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $122.50万 | 0.01% | 23,996 | -562 | -2.3% | -$2.87万 | 减仓 |
| KR | KROGER CO | $123.93万 | 0.01% | 22,317 | -5,742 | -20.5% | -$31.89万 | 减仓 |
| MKL | MARKEL GROUP INC | $124.80万 | 0.01% | 639 | -1,154 | -64.4% | -$225.38万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $126.24万 | 0.01% | 35,009 | -127 | -0.4% | -$4,580 | 减仓 |
| WULF | TERAWULF INC | $126.45万 | 0.01% | 51,194 | 51,194 | — | $126.45万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $126.98万 | 0.01% | 10,733 | 10,213 | 1,964.0% | $120.83万 | 加仓 |
| RBLX | ROBLOX CORP | $127.15万 | 0.01% | 23,381 | -26,106 | -52.8% | -$141.96万 | 减仓 |
| RKLB | ROCKET LAB CORP | $127.49万 | 0.01% | 12,542 | 11,354 | 955.7% | $115.41万 | 加仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $127.57万 | 0.01% | 77,859 | 11,778 | 17.8% | $19.30万 | 加仓 |
| PLD | PROLOGIS INC. | $127.63万 | 0.01% | 9,421 | -219 | -2.3% | -$2.97万 | 减仓 |
| EBAY | EBAY INC. | $128.45万 | 0.01% | 11,495 | 3,568 | 45.0% | $39.87万 | 加仓 |
| MP | MP MATERIALS CORP | $128.66万 | 0.01% | 22,970 | 15,049 | 190.0% | $84.29万 | 加仓 |
| FULT | FULTON FINL CORP PA | $129.01万 | 0.01% | 53,334 | 12,021 | 29.1% | $29.08万 | 加仓 |
| FSLR | FIRST SOLAR INC | $130.96万 | 0.01% | 5,550 | -58 | -1.0% | -$1.37万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $131.55万 | 0.01% | 15,976 | 1,870 | 13.3% | $15.40万 | 加仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $131.60万 | 0.01% | 70,000 | -30,000 | -30.0% | -$56.40万 | 减仓 |
| OPK | OPKO HEALTH INC | $132.49万 | 0.01% | 883,288 | -831 | -0.1% | -$1,246 | 减仓 |
| SCZ | ISHARES TR | $132.72万 | 0.01% | 16,133 | 163 | 1.0% | $1.34万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $132.89万 | 0.01% | 83,423 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $133.51万 | 0.01% | 14,185 | -1,457 | -9.3% | -$13.71万 | 减仓 |
| RKT | ROCKET COS INC | $133.70万 | 0.01% | 84,890 | 4,797 | 6.0% | $7.56万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $134.00万 | 0.01% | 15,464 | 2,728 | 21.4% | $23.64万 | 加仓 |
| IBDT | ISHARES TR | $134.40万 | 0.01% | 53,227 | 1,033 | 2.0% | $2.61万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $134.41万 | 0.01% | 23,307 | 344 | 1.5% | $1.98万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $135.08万 | 0.01% | 2,586 | -305 | -10.5% | -$15.93万 | 减仓 |
| LONZ | PIMCO ETF TR | $135.85万 | 0.01% | 27,551 | 27,551 | — | $135.85万 | 新建仓 |
| GSK | GSK PLC | $135.88万 | 0.01% | 25,921 | 11,038 | 74.2% | $57.86万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $136.66万 | 0.01% | 11,175 | -1,954 | -14.9% | -$23.90万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $137.12万 | 0.01% | 35,616 | -2,622 | -6.9% | -$10.09万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $137.28万 | 0.01% | 27,098 | 11,776 | 76.9% | $59.66万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $137.35万 | 0.01% | 7,649 | 5,578 | 269.3% | $100.16万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $137.91万 | 0.01% | 6,472 | 1,302 | 25.2% | $27.74万 | 加仓 |
| SONY | SONY GROUP CORP | $138.54万 | 0.01% | 69,064 | -31,385 | -31.2% | -$62.96万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $138.89万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| KEX | KIRBY CORP | $138.91万 | 0.01% | 10,216 | 196 | 2.0% | $2.67万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $139.54万 | 0.01% | 30,934 | -7,606 | -19.7% | -$34.31万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $140.83万 | 0.01% | 12,830 | -597 | -4.4% | -$6.55万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $141.80万 | 0.01% | 10,789 | 7,260 | 205.7% | $95.42万 | 加仓 |
| CTAS | CINTAS CORP | $142.30万 | 0.01% | 8,366 | 1,193 | 16.6% | $20.29万 | 加仓 |
| ECL | ECOLAB INC | $143.93万 | 0.01% | 5,166 | 976 | 23.3% | $27.19万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $143.98万 | 0.01% | 12,664 | -549 | -4.2% | -$6.24万 | 减仓 |
| O | REALTY INCOME CORP | $144.24万 | 0.01% | 23,281 | 8,978 | 62.8% | $55.62万 | 加仓 |