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 |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | $144.57万 | 0.01% | 5,731 | -225 | -3.8% | -$5.68万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $144.91万 | 0.01% | 10,021 | 3,454 | 52.6% | $49.95万 | 加仓 |
| IBMO | ISHARES TR | $145.60万 | 0.01% | 56,787 | -1,528 | -2.6% | -$3.92万 | 减仓 |
| SNDK | SANDISK CORP | $145.97万 | 0.01% | 642 | -210 | -24.6% | -$47.75万 | 减仓 |
| HSY | HERSHEY CO | $146.12万 | 0.01% | 8,328 | 4,195 | 101.5% | $73.60万 | 加仓 |
| KVUE | KENVUE INC | $146.37万 | 0.01% | 76,591 | -6,574 | -7.9% | -$12.56万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $146.60万 | 0.01% | 3,906 | 1,663 | 74.1% | $62.42万 | 加仓 |
| BIL | SPDR SERIES TRUST | $147.06万 | 0.01% | 16,048 | 2,254 | 16.3% | $20.66万 | 加仓 |
| YUM | YUM BRANDS INC | $148.46万 | 0.01% | 9,287 | 1,219 | 15.1% | $19.49万 | 加仓 |
| COR | CENCORA INC | $148.56万 | 0.01% | 5,250 | 2,128 | 68.2% | $60.22万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $148.84万 | 0.01% | 35,366 | -144 | -0.4% | -$6,060 | 减仓 |
| GSLC | GOLDMAN SACHS ETF TR | $149.46万 | 0.01% | 10,534 | -1,368 | -11.5% | -$19.41万 | 减仓 |
| VFMO | VANGUARD WELLINGTON FD | $149.68万 | 0.01% | 5,999 | 125 | 2.1% | $3.12万 | 加仓 |
| QQQI | NEOS ETF TRUST | $150.11万 | 0.01% | 26,433 | 2,869 | 12.2% | $16.29万 | 加仓 |
| IUSB | ISHARES TR | $150.20万 | 0.01% | 32,545 | -1,236 | -3.7% | -$5.70万 | 减仓 |
| UBS | UBS GROUP AG | $150.78万 | 0.01% | 30,424 | -14,825 | -32.8% | -$73.47万 | 减仓 |
| DLTR | DOLLAR TREE INC | $151.60万 | 0.01% | 12,534 | 1,000 | 8.7% | $12.10万 | 加仓 |
| EMXC | ISHARES INC | $153.15万 | 0.01% | 14,971 | 2,096 | 16.3% | $21.44万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $153.30万 | 0.01% | 105,002 | 27 | 0.0% | $394 | 加仓 |
| DGRO | ISHARES TR | $153.41万 | 0.01% | 20,241 | 14,107 | 230.0% | $106.92万 | 加仓 |
| ESLT | ELBIT SYS LTD | $153.45万 | 0.01% | 2,022 | 977 | 93.5% | $74.14万 | 加仓 |
| BBY | BEST BUY INC | $153.88万 | 0.01% | 20,279 | -4,031 | -16.6% | -$30.59万 | 减仓 |
| ACWV | ISHARES INC | $154.26万 | 0.01% | 12,830 | -853 | -6.2% | -$10.26万 | 减仓 |
| PAYX | PAYCHEX INC | $155.11万 | 0.01% | 15,774 | 1,976 | 14.3% | $19.43万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $156.36万 | 0.01% | 39,283 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $156.90万 | 0.01% | 6,605 | 3,790 | 134.6% | $90.03万 | 加仓 |
| AME | AMETEK INC | $156.96万 | 0.01% | 6,487 | 342 | 5.6% | $8.27万 | 加仓 |
| NOW | SERVICENOW INC | $160.45万 | 0.02% | 16,161 | -16,564 | -50.6% | -$164.45万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $161.04万 | 0.02% | 13,731 | 6,619 | 93.1% | $77.63万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $162.31万 | 0.02% | 4,921 | 20 | 0.4% | $6,597 | 加仓 |
| CMCSA | COMCAST CORP NEW | $162.68万 | 0.02% | 66,264 | -9,956 | -13.1% | -$24.44万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $163.69万 | 0.02% | 1,184 | 229 | 24.0% | $31.66万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $165.01万 | 0.02% | 9,900 | 1,253 | 14.5% | $20.88万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $166.06万 | 0.02% | 3,381 | 707 | 26.4% | $34.73万 | 加仓 |
| PSX | PHILLIPS 66 | $166.86万 | 0.02% | 9,870 | -794 | -7.4% | -$13.42万 | 减仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $166.95万 | 0.02% | 892,787 | -1,436,997 | -61.7% | -$268.72万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $167.67万 | 0.02% | 6,909 | 133 | 2.0% | $3.23万 | 加仓 |
| GLDM | WORLD GOLD TR | $168.03万 | 0.02% | 21,157 | 2,516 | 13.5% | $19.98万 | 加仓 |
| SHOP | SHOPIFY INC | $168.04万 | 0.02% | 14,717 | -3,777 | -20.4% | -$43.13万 | 减仓 |
| USXF | ISHARES TR | $168.72万 | 0.02% | 24,294 | -21,452 | -46.9% | -$148.99万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $169.40万 | 0.02% | 4,126 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $170.25万 | 0.02% | 13,476 | -3,306 | -19.7% | -$41.77万 | 减仓 |
| IBDS | ISHARES TR | $170.88万 | 0.02% | 70,553 | -1,664 | -2.3% | -$4.03万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $170.92万 | 0.02% | 50,272 | -13,119 | -20.7% | -$44.60万 | 减仓 |
| VDC | VANGUARD WORLD FD | $171.18万 | 0.02% | 7,591 | -105 | -1.4% | -$2.37万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $172.37万 | 0.02% | 1,294 | -1,369 | -51.4% | -$182.36万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $173.61万 | 0.02% | 32,689 | 452 | 1.4% | $2.40万 | 加仓 |
| GM | GENERAL MTRS CO | $174.70万 | 0.02% | 22,664 | -35,976 | -61.4% | -$277.31万 | 减仓 |
| VCR | VANGUARD WORLD FD | $176.53万 | 0.02% | 4,451 | 1 | 0.0% | $397 | 加仓 |
| NVO | NOVO-NORDISK A S | $176.78万 | 0.02% | 36,875 | 280 | 0.8% | $1.34万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $176.85万 | 0.02% | 4,772 | 830 | 21.1% | $30.76万 | 加仓 |
| LQD | ISHARES TR | $177.88万 | 0.02% | 16,309 | 2,021 | 14.1% | $22.04万 | 加仓 |
| CI | THE CIGNA GROUP | $178.23万 | 0.02% | 6,465 | -361 | -5.3% | -$9.95万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $178.25万 | 0.02% | 16,515 | -237 | -1.4% | -$2.56万 | 减仓 |
| OEF | ISHARES TR | $178.47万 | 0.02% | 4,878 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $179.86万 | 0.02% | 34,319 | -5,577 | -14.0% | -$29.23万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $183.29万 | 0.02% | 24,989 | -212 | -0.8% | -$1.56万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $184.80万 | 0.02% | 20,263 | 17,985 | 789.5% | $164.03万 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $186.02万 | 0.02% | 33,088 | -437 | -1.3% | -$2.46万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $186.86万 | 0.02% | 3,333 | 3,130 | 1,541.9% | $175.47万 | 加仓 |
| MCK | MCKESSON CORP | $186.99万 | 0.02% | 2,475 | 380 | 18.1% | $28.71万 | 加仓 |
| SUSA | ISHARES TR | $187.99万 | 0.02% | 12,184 | -250 | -2.0% | -$3.86万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $189.99万 | 0.02% | 59,428 | -7,429 | -11.1% | -$23.75万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $190.14万 | 0.02% | 46,016 | 12,591 | 37.7% | $52.03万 | 加仓 |
| WMB | WILLIAMS COS INC | $191.54万 | 0.02% | 25,766 | 1,909 | 8.0% | $14.19万 | 加仓 |
| INTU | INTUIT | $191.61万 | 0.02% | 7,342 | 1,768 | 31.7% | $46.14万 | 加仓 |
| AZN | ASTRAZENECA PLC | $192.21万 | 0.02% | 10,161 | 5,778 | 131.8% | $109.30万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $194.53万 | 0.02% | 8,698 | 8,074 | 1,293.9% | $180.58万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $194.69万 | 0.02% | 6,700 | 912 | 15.8% | $26.50万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $194.94万 | 0.02% | 3,938 | 683 | 21.0% | $33.81万 | 加仓 |
| IJJ | ISHARES TR | $195.72万 | 0.02% | 13,248 | -509 | -3.7% | -$7.52万 | 减仓 |
| SMH | VANECK ETF TRUST | $196.87万 | 0.02% | 3,002 | 1,047 | 53.6% | $68.66万 | 加仓 |
| ROST | ROSS STORES INC | $198.72万 | 0.02% | 9,336 | 2,336 | 33.4% | $49.72万 | 加仓 |
| HAS | HASBRO INC | $198.86万 | 0.02% | 24,078 | -17,994 | -42.8% | -$148.61万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $198.90万 | 0.02% | 4,335 | 119 | 2.8% | $5.46万 | 加仓 |
| KKR | KKR & CO INC | $201.21万 | 0.02% | 21,923 | -2,607 | -10.6% | -$23.93万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $201.58万 | 0.02% | 14,735 | 1,208 | 8.9% | $16.53万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $201.81万 | 0.02% | 24,426 | 20,154 | 471.8% | $166.51万 | 加仓 |
| NUE | NUCOR CORP | $203.44万 | 0.02% | 9,133 | 202 | 2.3% | $4.50万 | 加仓 |
| PULS | PGIM ETF TR | $205.14万 | 0.02% | 41,401 | -15,338 | -27.0% | -$76.00万 | 减仓 |
| ADBE | ADOBE INC | $207.28万 | 0.02% | 10,110 | -11,444 | -53.1% | -$234.63万 | 减仓 |
| EFV | ISHARES TR | $207.48万 | 0.02% | 27,104 | 2,696 | 11.0% | $20.64万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $207.55万 | 0.02% | 41,320 | 6,843 | 19.8% | $34.37万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $208.05万 | 0.02% | 60,620 | -60,610 | -50.0% | -$208.01万 | 减仓 |
| SHC | SOTERA HEALTH CO | $210.54万 | 0.02% | 118,612 | 1,289 | 1.1% | $2.29万 | 加仓 |
| SOXX | ISHARES TR | $214.12万 | 0.02% | 3,342 | 2,515 | 304.1% | $161.14万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $215.51万 | 0.02% | 41,285 | -21,237 | -34.0% | -$110.86万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $218.41万 | 0.02% | 8,793 | 1,756 | 25.0% | $43.62万 | 加仓 |
| AFL | AFLAC INC | $218.47万 | 0.02% | 18,633 | 2,313 | 14.2% | $27.12万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $220.15万 | 0.02% | 1,058 | 242 | 29.7% | $50.36万 | 加仓 |
| WELL | WELLTOWER INC | $221.91万 | 0.02% | 9,777 | 3,983 | 68.7% | $90.40万 | 加仓 |
| CLX | CLOROX CO DEL | $222.63万 | 0.02% | 23,327 | 18,443 | 377.6% | $176.02万 | 加仓 |
| GOVT | ISHARES TR | $223.28万 | 0.02% | 98,015 | -4,759 | -4.6% | -$10.84万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $224.06万 | 0.02% | 4,510 | 1,083 | 31.6% | $53.80万 | 加仓 |
| SHLD | GLOBAL X FDS | $224.69万 | 0.02% | 37,631 | 11,736 | 45.3% | $70.08万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $225.08万 | 0.02% | 38,915 | 3,036 | 8.5% | $17.56万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $226.04万 | 0.02% | 3,539 | 481 | 15.7% | $30.72万 | 加仓 |
| FDX | FEDEX CORP | $226.30万 | 0.02% | 7,227 | -1,348 | -15.7% | -$42.21万 | 减仓 |
| EEM | ISHARES TR | $227.69万 | 0.02% | 33,284 | 2,352 | 7.6% | $16.09万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $231.45万 | 0.02% | 33,700 | 33,700 | — | $231.45万 | 新建仓 |