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 |
|---|---|---|---|---|---|---|---|---|
| VIS | VANGUARD WORLD FD | $233.85万 | 0.02% | 6,489 | 1 | 0.0% | $360 | 加仓 |
| IGM | ISHARES TR | $234.51万 | 0.02% | 14,336 | -10,139 | -41.4% | -$165.85万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $235.72万 | 0.02% | 42,267 | -39,926 | -48.6% | -$222.67万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $236.81万 | 0.02% | 36,715 | 3,732 | 11.3% | $24.07万 | 加仓 |
| NEM | NEWMONT CORP | $239.33万 | 0.02% | 25,624 | -19,688 | -43.4% | -$183.89万 | 减仓 |
| SYY | SYSCO CORP | $239.34万 | 0.02% | 28,636 | 1,243 | 4.5% | $10.39万 | 加仓 |
| COP | CONOCOPHILLIPS | $243.72万 | 0.02% | 23,443 | -8,622 | -26.9% | -$89.64万 | 减仓 |
| AON | AON PLC | $244.20万 | 0.02% | 7,362 | -4,082 | -35.7% | -$135.40万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $246.21万 | 0.02% | 80,830 | -88,117 | -52.2% | -$268.41万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $246.98万 | 0.02% | 41,876 | 41,245 | 6,536.5% | $243.26万 | 加仓 |
| D | DOMINION ENERGY INC | $250.67万 | 0.02% | 36,707 | 3,446 | 10.4% | $23.53万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $250.93万 | 0.02% | 54,490 | 54,490 | — | $250.93万 | 新建仓 |
| MPC | MARATHON PETE CORP | $254.19万 | 0.02% | 9,942 | 1,861 | 23.0% | $47.58万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $256.27万 | 0.02% | 13,113 | 2 | 0.0% | $391 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $259.67万 | 0.02% | 97,400 | -5,239 | -5.1% | -$13.97万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $261.72万 | 0.02% | 9,347 | -32 | -0.3% | -$8,960 | 减仓 |
| NEU | NEWMARKET CORP | $265.07万 | 0.03% | 3,350 | 24 | 0.7% | $1.90万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $269.39万 | 0.03% | 30,426 | 819 | 2.8% | $7.25万 | 加仓 |
| SHEL | SHELL PLC | $269.74万 | 0.03% | 34,788 | -4,892 | -12.3% | -$37.93万 | 减仓 |
| GWW | WW GRAINGER INC | $272.27万 | 0.03% | 2,001 | 23 | 1.2% | $3.13万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $272.55万 | 0.03% | 74,692 | -375 | -0.5% | -$1.37万 | 减仓 |
| FTNT | FORTINET INC | $272.95万 | 0.03% | 17,768 | -4,630 | -20.7% | -$71.13万 | 减仓 |
| PPG | PPG INDS INC | $274.30万 | 0.03% | 22,615 | 3,585 | 18.8% | $43.48万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $274.62万 | 0.03% | 133,571 | -2,682 | -2.0% | -$5.51万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $274.72万 | 0.03% | 6,367 | 1,579 | 33.0% | $68.13万 | 加仓 |
| VTWG | VANGUARD SCOTTSDALE FDS | $276.37万 | 0.03% | 9,607 | 1 | 0.0% | $288 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $277.13万 | 0.03% | 15,548 | 1,798 | 13.1% | $32.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $278.35万 | 0.03% | 77,042 | -365 | -0.5% | -$1.32万 | 减仓 |
| HON | HONEYWELL INTL INC | $278.56万 | 0.03% | 12,442 | -28,291 | -69.5% | -$633.39万 | 减仓 |
| STT | STATE STR CORP | $280.45万 | 0.03% | 16,536 | 1,889 | 12.9% | $32.04万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $286.57万 | 0.03% | 195,743 | -7,430 | -3.7% | -$10.88万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $292.53万 | 0.03% | 46,515 | 1,966 | 4.4% | $12.36万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $294.05万 | 0.03% | 8,301 | 1,004 | 13.8% | $35.57万 | 加仓 |
| URI | UNITED RENTALS INC | $295.81万 | 0.03% | 2,611 | 821 | 45.9% | $93.01万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $297.10万 | 0.03% | 85,350 | 101 | 0.1% | $3,516 | 加仓 |
| MCO | MOODYS CORP | $297.85万 | 0.03% | 6,576 | 1,880 | 40.0% | $85.15万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $299.17万 | 0.03% | 341,711 | -3,989 | -1.2% | -$3.49万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $303.40万 | 0.03% | 155,388 | -25,231 | -14.0% | -$49.26万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $304.13万 | 0.03% | 11,244 | -968 | -7.9% | -$26.18万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $305.79万 | 0.03% | 7,908 | 295 | 3.9% | $11.41万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $306.14万 | 0.03% | 9,273 | 1,901 | 25.8% | $62.76万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $306.93万 | 0.03% | 9,167 | 2,156 | 30.8% | $72.19万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $307.61万 | 0.03% | 18,806 | -4,794 | -20.3% | -$78.41万 | 减仓 |
| NDSN | NORDSON CORP | $318.36万 | 0.03% | 10,553 | 240 | 2.3% | $7.24万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $319.29万 | 0.03% | 29,701 | 8 | 0.0% | $860 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $322.14万 | 0.03% | 10,988 | 195 | 1.8% | $5.72万 | 加仓 |
| — | COMMERCIAL VEH GROUP INC | $323.40万 | 0.03% | 700,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $323.93万 | 0.03% | 12,438 | 2,354 | 23.3% | $61.31万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $324.52万 | 0.03% | 16,176 | -760 | -4.5% | -$15.25万 | 减仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $327.69万 | 0.03% | 29,376 | 29,285 | 32,181.3% | $326.68万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $332.90万 | 0.03% | 26,684 | -16,873 | -38.7% | -$210.50万 | 减仓 |
| ESML | ISHARES TR | $332.96万 | 0.03% | 59,532 | -77,527 | -56.6% | -$433.61万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $333.93万 | 0.03% | 8,397 | 3,616 | 75.6% | $143.80万 | 加仓 |
| TGT | TARGET CORP | $340.72万 | 0.03% | 26,087 | 619 | 2.4% | $8.08万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $345.27万 | 0.03% | 93,924 | 1,673 | 1.8% | $6.15万 | 加仓 |
| SUB | ISHARES TR | $346.08万 | 0.03% | 32,505 | -3,316 | -9.3% | -$35.31万 | 减仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $346.65万 | 0.03% | 26,584 | 1,197 | 4.7% | $15.61万 | 加仓 |
| IWN | ISHARES TR | $349.74万 | 0.03% | 15,811 | 962 | 6.5% | $21.28万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $350.62万 | 0.03% | 25,493 | 7,218 | 39.5% | $99.27万 | 加仓 |
| RY | ROYAL BK CDA | $351.56万 | 0.03% | 16,986 | 2,512 | 17.4% | $51.99万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $351.68万 | 0.03% | 15,319 | -187 | -1.2% | -$4.29万 | 减仓 |
| IWO | ISHARES TR | $352.74万 | 0.03% | 8,954 | -645 | -6.7% | -$25.41万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $353.45万 | 0.03% | 106,173 | -12,420 | -10.5% | -$41.35万 | 减仓 |
| ALL | ALLSTATE CORP | $353.64万 | 0.03% | 14,863 | 608 | 4.3% | $14.47万 | 加仓 |
| CME | CME GROUP INC | $354.15万 | 0.03% | 16,037 | 1,119 | 7.5% | $24.71万 | 加仓 |
| MDT | MEDTRONIC PLC | $354.35万 | 0.03% | 45,296 | 14,028 | 44.9% | $109.74万 | 加仓 |
| NKE | NIKE INC | $354.91万 | 0.03% | 86,458 | 17,038 | 24.5% | $69.94万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $355.55万 | 0.03% | 16,083 | 16,083 | — | $355.55万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $355.92万 | 0.03% | 150,303 | 29 | 0.0% | $687 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $359.34万 | 0.03% | 7,167 | 955 | 15.4% | $47.88万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $359.69万 | 0.03% | 11,743 | -489 | -4.0% | -$14.98万 | 减仓 |
| BE | BLOOM ENERGY CORP | $362.15万 | 0.03% | 11,964 | -53 | -0.4% | -$1.60万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $362.34万 | 0.03% | 79,931 | 130 | 0.2% | $5,893 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $364.74万 | 0.03% | 66,305 | 86 | 0.1% | $4,731 | 加仓 |
| ASML | ASML HLDG NV | $365.24万 | 0.03% | 1,835 | 954 | 108.3% | $189.89万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $366.46万 | 0.03% | 143,203 | -20,786 | -12.7% | -$53.19万 | 减仓 |
| — | NEOS ETF TRUST | $372.69万 | 0.04% | 66,742 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $372.86万 | 0.04% | 8,978 | 573 | 6.8% | $23.80万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $377.74万 | 0.04% | 213,052 | -3,439 | -1.6% | -$6.10万 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $387.08万 | 0.04% | 37,624 | -69,679 | -64.9% | -$716.86万 | 减仓 |
| IBDW | ISHARES TR | $387.52万 | 0.04% | 185,948 | -367 | -0.2% | -$7,648 | 减仓 |
| APH | AMPHENOL CORP | $389.17万 | 0.04% | 22,072 | 4,374 | 24.7% | $77.12万 | 加仓 |
| IJK | ISHARES TR | $392.31万 | 0.04% | 33,388 | -2,718 | -7.5% | -$31.94万 | 减仓 |
| NVS | NOVARTIS AG | $395.55万 | 0.04% | 25,239 | -9,489 | -27.3% | -$148.71万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $396.31万 | 0.04% | 105,289 | -102,685 | -49.4% | -$386.51万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $398.73万 | 0.04% | 32,388 | -92,795 | -74.1% | -$1,142.39万 | 减仓 |
| CVS | CVS HEALTH CORP | $400.95万 | 0.04% | 38,758 | 833 | 2.2% | $8.62万 | 加仓 |
| IGV | ISHARES TR | $401.41万 | 0.04% | 44,306 | -13,753 | -23.7% | -$124.60万 | 减仓 |
| SPGI | S&P GLOBAL INC | $406.93万 | 0.04% | 9,992 | -2,444 | -19.7% | -$99.53万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $420.55万 | 0.04% | 142,897 | -23,122 | -13.9% | -$68.05万 | 减仓 |
| AHRT | AH RLTY TR INC | $420.78万 | 0.04% | 594,326 | 305 | 0.1% | $2,159 | 加仓 |
| TFSL | TFS FINL CORP | $422.81万 | 0.04% | 238,605 | -3,435 | -1.4% | -$6.09万 | 减仓 |
| RWR | SPDR SERIES TRUST | $424.95万 | 0.04% | 37,616 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $425.45万 | 0.04% | 8,198 | 1,196 | 17.1% | $62.07万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $427.80万 | 0.04% | 12,908 | -1,005 | -7.2% | -$33.31万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $428.60万 | 0.04% | 12,654 | 4,420 | 53.7% | $149.71万 | 加仓 |
| ITM | VANECK ETF TRUST | $429.16万 | 0.04% | 91,330 | 122 | 0.1% | $5,733 | 加仓 |
| VGT | VANGUARD WORLD FD | $431.41万 | 0.04% | 36,095 | 2,479 | 7.4% | $29.63万 | 加仓 |
| SLV | ISHARES SILVER TR | $436.96万 | 0.04% | 81,720 | 69,731 | 581.6% | $372.85万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $437.27万 | 0.04% | 47,695 | -7,841 | -14.1% | -$71.89万 | 减仓 |