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 |
|---|---|---|---|---|---|---|---|---|
| VZ | VERIZON COMMUNICATIONS INC | $441.40万 | 0.04% | 104,250 | 4,693 | 4.7% | $19.87万 | 加仓 |
| IGF | ISHARES TR | $442.11万 | 0.04% | 66,382 | 5,822 | 9.6% | $38.77万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $443.78万 | 0.04% | 147,094 | -2,934 | -2.0% | -$8.85万 | 减仓 |
| MMM | 3M CO | $452.53万 | 0.04% | 27,949 | 285 | 1.0% | $4.61万 | 加仓 |
| IEI | ISHARES TR | $453.38万 | 0.04% | 38,602 | -2,638 | -6.4% | -$30.98万 | 减仓 |
| CB | CHUBB LIMITED | $456.17万 | 0.04% | 13,387 | -1,801 | -11.9% | -$61.37万 | 减仓 |
| IUSG | ISHARES TR | $460.33万 | 0.04% | 24,474 | -12,300 | -33.4% | -$231.35万 | 减仓 |
| OKTA | OKTA INC | $462.21万 | 0.04% | 33,874 | -40,954 | -54.7% | -$558.82万 | 减仓 |
| PFE | PFIZER INC | $474.73万 | 0.04% | 197,145 | -41,133 | -17.3% | -$99.05万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $477.38万 | 0.05% | 9,373 | -1,036 | -10.0% | -$52.76万 | 减仓 |
| NOBL | PROSHARES TR | $482.82万 | 0.05% | 85,973 | -867 | -1.0% | -$4.87万 | 减仓 |
| CSX | CSX CORP | $490.43万 | 0.05% | 103,184 | -11,533 | -10.1% | -$54.82万 | 减仓 |
| CMI | CUMMINS INC | $493.42万 | 0.05% | 6,918 | 646 | 10.3% | $46.08万 | 加仓 |
| SO | SOUTHERN CO | $493.85万 | 0.05% | 51,598 | 5,058 | 10.9% | $48.41万 | 加仓 |
| PTRB | PGIM ETF TR | $494.34万 | 0.05% | 119,233 | 66,928 | 128.0% | $277.48万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $495.72万 | 0.05% | 135,888 | 518 | 0.4% | $1.89万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $499.60万 | 0.05% | 97,960 | 97,960 | — | $499.60万 | 新建仓 |
| C | CITIGROUP INC | $503.23万 | 0.05% | 35,956 | -20,408 | -36.2% | -$285.63万 | 减仓 |
| CFO | VICTORY PORTFOLIOS II | $508.30万 | 0.05% | 63,476 | 2,353 | 3.8% | $18.84万 | 加仓 |
| BLK | BLACKROCK INC | $525.08万 | 0.05% | 5,461 | 1,026 | 23.1% | $98.65万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $539.22万 | 0.05% | 22,191 | 4,012 | 22.1% | $97.49万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $541.58万 | 0.05% | 88,119 | 50,889 | 136.7% | $312.76万 | 加仓 |
| DVY | ISHARES TR | $547.89万 | 0.05% | 35,053 | -8,948 | -20.3% | -$139.86万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $553.54万 | 0.05% | 152,743 | -4,066 | -2.6% | -$14.74万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $564.22万 | 0.05% | 45,340 | 8,195 | 22.1% | $101.98万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $564.46万 | 0.05% | 105,290 | 8,319 | 8.6% | $44.60万 | 加仓 |
| — | TIDAL TRUST III | $567.62万 | 0.05% | 93,354 | -12,180 | -11.5% | -$74.06万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $573.01万 | 0.05% | 13,787 | -305 | -2.2% | -$12.68万 | 减仓 |
| SYK | STRYKER CORPORATION | $579.00万 | 0.05% | 18,390 | 1,847 | 11.2% | $58.15万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $589.10万 | 0.06% | 17,109 | -5,651 | -24.8% | -$194.58万 | 减仓 |
| AOA | ISHARES TR | $600.02万 | 0.06% | 61,477 | -85 | -0.1% | -$8,296 | 减仓 |
| VHT | VANGUARD WORLD FD | $604.27万 | 0.06% | 20,209 | 88 | 0.4% | $2.63万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $611.33万 | 0.06% | 48,296 | 1,680 | 3.6% | $21.27万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $611.55万 | 0.06% | 74,634 | -3,829 | -4.9% | -$31.37万 | 减仓 |
| ADI | ANALOG DEVICES INC | $615.95万 | 0.06% | 15,509 | 1,299 | 9.1% | $51.59万 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $617.36万 | 0.06% | 301,004 | 8,519 | 2.9% | $17.47万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $619.79万 | 0.06% | 608,234 | -608,166 | -50.0% | -$619.72万 | 减仓 |
| KLAC | KLA CORP | $628.46万 | 0.06% | 20,830 | 6,140 | 41.8% | $185.25万 | 加仓 |
| UNP | UNION PAC CORP | $628.52万 | 0.06% | 23,107 | -6,872 | -22.9% | -$186.92万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $639.55万 | 0.06% | 6,627 | -543 | -7.6% | -$52.40万 | 减仓 |
| DIS | DISNEY WALT CO | $640.67万 | 0.06% | 66,564 | -10,578 | -13.7% | -$101.81万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $645.91万 | 0.06% | 114,584 | -24,726 | -17.7% | -$139.38万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $651.36万 | 0.06% | 160,157 | 76 | 0.0% | $3,091 | 加仓 |
| SBUX | STARBUCKS CORP | $668.26万 | 0.06% | 65,393 | -732,855 | -91.8% | -$7,489.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $676.06万 | 0.06% | 199,782 | 4,319 | 2.2% | $14.62万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $688.56万 | 0.06% | 27,966 | 1,685 | 6.4% | $41.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $689.31万 | 0.07% | 40,576 | -1,005 | -2.4% | -$17.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $694.34万 | 0.07% | 13,629 | 82 | 0.6% | $4.18万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $703.13万 | 0.07% | 72,915 | 2,678 | 3.8% | $25.82万 | 加仓 |
| BA | BOEING CO | $707.16万 | 0.07% | 32,668 | 10,378 | 46.6% | $224.65万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $712.00万 | 0.07% | 61,027 | -3,282 | -5.1% | -$38.29万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $720.12万 | 0.07% | 178,203 | -178,141 | -50.0% | -$719.87万 | 减仓 |
| EMR | EMERSON ELEC CO | $727.68万 | 0.07% | 50,833 | -9,897 | -16.3% | -$141.68万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $734.29万 | 0.07% | 374,352 | -82,681 | -18.1% | -$162.18万 | 减仓 |
| IWP | ISHARES TR | $737.98万 | 0.07% | 50,405 | 1,061 | 2.2% | $15.53万 | 加仓 |
| EAGL | 2023 ETF SERIES TRUST | $739.27万 | 0.07% | 229,801 | 8,507 | 3.8% | $27.37万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $739.78万 | 0.07% | 128,389 | -22,940 | -15.2% | -$132.18万 | 减仓 |
| TFC | TRUIST FINL CORP | $740.45万 | 0.07% | 148,625 | 11,521 | 8.4% | $57.40万 | 加仓 |
| USMV | ISHARES TR | $741.34万 | 0.07% | 76,855 | -3,493 | -4.3% | -$33.69万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $741.84万 | 0.07% | 95,010 | -91,356 | -49.0% | -$713.31万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $745.20万 | 0.07% | 200,000 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $745.45万 | 0.07% | 402,294 | 51,529 | 14.7% | $95.48万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $753.10万 | 0.07% | 151,286 | -730,323 | -82.8% | -$3,635.54万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $772.56万 | 0.07% | 112,716 | -138,837 | -55.2% | -$951.59万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $775.95万 | 0.07% | 16,248 | -5,969 | -26.9% | -$285.06万 | 减仓 |
| NFLX | NETFLIX INC. | $779.49万 | 0.07% | 109,172 | -68,009 | -38.4% | -$485.58万 | 减仓 |
| PYLD | PIMCO ETF TR | $781.79万 | 0.07% | 294,792 | 26,622 | 9.9% | $70.60万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $794.44万 | 0.07% | 43,913 | -7,370 | -14.4% | -$133.33万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $814.90万 | 0.08% | 80,436 | 42,566 | 112.4% | $431.24万 | 加仓 |
| VV | VANGUARD INDEX FDS | $816.22万 | 0.08% | 23,734 | -23,773 | -50.0% | -$817.56万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $818.52万 | 0.08% | 95,544 | 26,439 | 38.3% | $226.50万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $821.51万 | 0.08% | 162,708 | -474,129 | -74.5% | -$2,393.88万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $824.76万 | 0.08% | 329,510 | 329,160 | 94,045.7% | $823.89万 | 加仓 |
| IAU | ISHARES GOLD TR | $828.93万 | 0.08% | 109,777 | 75,473 | 220.0% | $569.90万 | 加仓 |
| DAL | DELTA AIR LINES INC | $838.69万 | 0.08% | 89,546 | -11,710 | -11.6% | -$109.68万 | 减仓 |
| QCOM | QUALCOMM INC | $839.90万 | 0.08% | 45,451 | -6,442 | -12.4% | -$119.04万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $851.75万 | 0.08% | 307,493 | -5,702 | -1.8% | -$15.79万 | 减仓 |
| MS | MORGAN STANLEY | $854.36万 | 0.08% | 40,871 | 4,461 | 12.3% | $93.25万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $880.53万 | 0.08% | 39,318 | 1,067 | 2.8% | $23.90万 | 加仓 |
| SGOV | ISHARES TR | $884.11万 | 0.08% | 87,822 | 513 | 0.6% | $5.16万 | 加仓 |
| CROX | CROCS INC | $888.92万 | 0.08% | 73,684 | -59,512 | -44.7% | -$717.95万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $892.12万 | 0.08% | 149,458 | -39,768 | -21.0% | -$237.38万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $910.13万 | 0.09% | 175,769 | 2,195 | 1.3% | $11.37万 | 加仓 |
| DE | DEERE & CO | $919.47万 | 0.09% | 14,495 | -2,634 | -15.4% | -$167.08万 | 减仓 |
| TJX | TJX COS INC NEW | $922.91万 | 0.09% | 60,918 | -7,827 | -11.4% | -$118.58万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $938.17万 | 0.09% | 12,294 | 9,423 | 328.2% | $719.08万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $943.44万 | 0.09% | 71,701 | -47,076 | -39.6% | -$619.42万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $948.22万 | 0.09% | 108,035 | -12,490 | -10.4% | -$109.62万 | 减仓 |
| T | AT&T INC | $948.35万 | 0.09% | 458,137 | 13,655 | 3.1% | $28.27万 | 加仓 |
| WFC | WELLS FARGO & CO | $1,006.64万 | 0.10% | 121,810 | -400 | -0.3% | -$3.31万 | 减仓 |
| GLW | CORNING INC | $1,009.71万 | 0.10% | 39,530 | -1,969 | -4.7% | -$50.29万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,018.95万 | 0.10% | 138,802 | 2,931 | 2.2% | $21.52万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,072.40万 | 0.10% | 24,748 | -15,523 | -38.5% | -$672.66万 | 减仓 |
| ESGD | ISHARES TR | $1,094.71万 | 0.10% | 106,479 | -155,695 | -59.4% | -$1,600.70万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,118.53万 | 0.11% | 196,302 | -51,461 | -20.8% | -$293.22万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,120.23万 | 0.11% | 44,017 | -26,382 | -37.5% | -$671.42万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,121.93万 | 0.11% | 42,256 | -257 | -0.6% | -$6.82万 | 减仓 |
| IEMG | ISHARES INC | $1,149.01万 | 0.11% | 138,703 | -209,098 | -60.1% | -$1,732.17万 | 减仓 |
| SHYG | ISHARES TR | $1,149.96万 | 0.11% | 271,154 | 13,729 | 5.3% | $58.22万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,174.92万 | 0.11% | 127,584 | -14,059 | -9.9% | -$129.47万 | 减仓 |