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 |
|---|---|---|---|---|---|---|---|---|
| XLK | SELECT SECTOR SPDR TR | $1,191.76万 | 0.11% | 62,553 | -11,787 | -15.9% | -$224.57万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,195.34万 | 0.11% | 376,960 | -55,005 | -12.7% | -$174.42万 | 减仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $1,202.34万 | 0.11% | 216,816 | -12,024 | -5.3% | -$66.68万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $1,202.84万 | 0.11% | 889,014 | 492 | 0.1% | $6,657 | 加仓 |
| SHY | ISHARES TR | $1,242.97万 | 0.12% | 151,379 | 5,707 | 3.9% | $46.86万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,266.53万 | 0.12% | 68,410 | -103,806 | -60.3% | -$1,921.85万 | 减仓 |
| BOND | PIMCO ETF TR | $1,274.37万 | 0.12% | 138,203 | 7,994 | 6.1% | $73.71万 | 加仓 |
| ITOT | ISHARES TR | $1,280.96万 | 0.12% | 77,979 | -2,627 | -3.3% | -$43.15万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,281.02万 | 0.12% | 347,443 | -2,086 | -0.6% | -$7.69万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,293.39万 | 0.12% | 45,993 | -4,298 | -8.5% | -$120.87万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,307.09万 | 0.12% | 158,743 | 7,580 | 5.0% | $62.41万 | 加仓 |
| MCD | MCDONALDS CORP | $1,310.39万 | 0.12% | 48,477 | 3,720 | 8.3% | $100.56万 | 加仓 |
| IWS | ISHARES TR | $1,343.80万 | 0.13% | 81,640 | -1,147 | -1.4% | -$18.88万 | 减仓 |
| MUB | ISHARES TR | $1,347.57万 | 0.13% | 125,216 | 3,175 | 2.6% | $34.17万 | 加仓 |
| PWR | QUANTA SVCS INC | $1,353.23万 | 0.13% | 18,794 | 5,618 | 42.6% | $404.52万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,359.51万 | 0.13% | 149,825 | -18,860 | -11.2% | -$171.13万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,376.49万 | 0.13% | 159,482 | -10,051 | -5.9% | -$86.75万 | 减仓 |
| P | EVERPURE INC | $1,390.94万 | 0.13% | 176,538 | 176,391 | 119,993.9% | $1,389.78万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,407.80万 | 0.13% | 278,331 | 19,717 | 7.6% | $99.73万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,421.27万 | 0.13% | 179,839 | 88,140 | 96.1% | $696.57万 | 加仓 |
| MRK | MERCK & CO INC | $1,444.03万 | 0.14% | 112,376 | -39,756 | -26.1% | -$510.86万 | 减仓 |
| INTC | INTEL CORP | $1,444.09万 | 0.14% | 103,423 | -38,807 | -27.3% | -$541.86万 | 减仓 |
| AMGN | AMGEN INC | $1,456.12万 | 0.14% | 40,211 | -10,010 | -19.9% | -$362.48万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,465.69万 | 0.14% | 8,635 | -340 | -3.8% | -$57.71万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,478.15万 | 0.14% | 125,045 | -8,858 | -6.6% | -$104.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,488.60万 | 0.14% | 44,009 | -1,579 | -3.5% | -$53.41万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $1,495.53万 | 0.14% | 638,026 | 616,724 | 2,895.1% | $1,445.60万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,509.66万 | 0.14% | 298,529 | 295,476 | 9,678.2% | $1,494.22万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,511.01万 | 0.14% | 14,940 | 840 | 6.0% | $84.96万 | 加仓 |
| GE | GE AEROSPACE | $1,513.41万 | 0.14% | 40,495 | -11,210 | -21.7% | -$418.95万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,522.38万 | 0.14% | 210,974 | -45,534 | -17.8% | -$328.57万 | 减仓 |
| GEV | GE VERNOVA INC | $1,533.26万 | 0.14% | 13,050 | 3,589 | 37.9% | $421.68万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,550.31万 | 0.15% | 215,438 | -13,217 | -5.8% | -$95.11万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,565.37万 | 0.15% | 297,598 | 24,377 | 8.9% | $128.22万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,567.50万 | 0.15% | 172,651 | -436 | -0.3% | -$3.96万 | 减仓 |
| GLD | SPDR GOLD TR | $1,596.85万 | 0.15% | 43,348 | 1,152 | 2.7% | $42.44万 | 加仓 |
| KO | COCA COLA CO | $1,607.29万 | 0.15% | 197,772 | -20,610 | -9.4% | -$167.50万 | 减仓 |
| CRM | SALESFORCE INC | $1,610.27万 | 0.15% | 102,787 | 9,255 | 9.9% | $144.99万 | 加仓 |
| MINT | PIMCO ETF TR | $1,668.80万 | 0.16% | 165,539 | -121,329 | -42.3% | -$1,223.12万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1,699.15万 | 0.16% | 1,567,477 | -130,312 | -7.7% | -$141.26万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,717.49万 | 0.16% | 205,073 | -2,288 | -1.1% | -$19.16万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,731.63万 | 0.16% | 69,271 | -2,688 | -3.7% | -$67.19万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $1,761.15万 | 0.17% | 473,937 | -29,725 | -5.9% | -$110.46万 | 减仓 |
| — | EA SERIES TRUST | $1,774.04万 | 0.17% | 458,532 | -549,170 | -54.5% | -$2,124.72万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,791.07万 | 0.17% | 104,827 | 104,827 | — | $1,791.07万 | 新建仓 |
| ORCL | ORACLE CORP | $1,817.63万 | 0.17% | 124,028 | -12,266 | -9.0% | -$179.76万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,824.56万 | 0.17% | 95,787 | 329 | 0.3% | $6.27万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,931.80万 | 0.18% | 88,432 | 6,227 | 7.6% | $136.03万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,947.01万 | 0.18% | 26 | 7 | 36.8% | $524.20万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,038.56万 | 0.19% | 91,464 | -3,697 | -3.9% | -$82.40万 | 减仓 |
| LOW | LOWES COS INC | $2,047.15万 | 0.19% | 92,845 | 1,703 | 1.9% | $37.55万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,061.19万 | 0.19% | 21,073 | 885 | 4.4% | $86.56万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,062.01万 | 0.19% | 112,611 | -12,937 | -10.3% | -$236.89万 | 减仓 |
| KEY | KEYCORP | $2,064.22万 | 0.19% | 895,538 | -63,297 | -6.6% | -$145.90万 | 减仓 |
| ACWX | ISHARES TR | $2,172.66万 | 0.21% | 285,463 | 89,218 | 45.5% | $679.04万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,175.73万 | 0.21% | 235,801 | -10,537 | -4.3% | -$97.22万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,176.92万 | 0.21% | 550,562 | 18,330 | 3.4% | $72.48万 | 加仓 |
| HYLB | DBX ETF TR | $2,316.48万 | 0.22% | 634,304 | 631,721 | 24,456.9% | $2,307.05万 | 加仓 |
| USHY | ISHARES TR | $2,325.52万 | 0.22% | 628,181 | 621,519 | 9,329.3% | $2,300.86万 | 加仓 |
| AGG | ISHARES TR | $2,343.95万 | 0.22% | 236,811 | -22,173 | -8.6% | -$219.47万 | 减仓 |
| IBMS | ISHARES TR | $2,408.35万 | 0.23% | 930,943 | 31,702 | 3.5% | $82.01万 | 加仓 |
| ESGU | ISHARES TR | $2,409.65万 | 0.23% | 147,226 | -190,670 | -56.4% | -$3,120.70万 | 减仓 |
| TSLA | TESLA INC | $2,419.79万 | 0.23% | 57,532 | -8,267 | -12.6% | -$347.71万 | 减仓 |
| V | VISA INC | $2,454.53万 | 0.23% | 71,541 | -18,842 | -20.8% | -$646.46万 | 减仓 |
| BX | BLACKSTONE INC | $2,527.76万 | 0.24% | 214,818 | -5,112 | -2.3% | -$60.15万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,531.53万 | 0.24% | 34,378 | -20,809 | -37.7% | -$1,532.33万 | 减仓 |
| IBMP | ISHARES TR | $2,544.61万 | 0.24% | 1,001,027 | 24,692 | 2.5% | $62.77万 | 加仓 |
| IBMR | ISHARES TR | $2,556.46万 | 0.24% | 1,006,875 | 27,005 | 2.8% | $68.57万 | 加仓 |
| IBMQ | ISHARES TR | $2,586.86万 | 0.24% | 1,011,284 | 25,353 | 2.6% | $64.85万 | 加仓 |
| IVE | ISHARES TR | $2,609.05万 | 0.25% | 114,906 | 1,472 | 1.3% | $33.42万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,636.94万 | 0.25% | 248,042 | -4,012 | -1.6% | -$42.65万 | 减仓 |
| ACWI | ISHARES TR | $2,652.23万 | 0.25% | 168,965 | -18,064 | -9.7% | -$283.55万 | 减仓 |
| HD | HOME DEPOT INC | $2,671.39万 | 0.25% | 75,745 | -7,009 | -8.5% | -$247.19万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,751.16万 | 0.26% | 92,299 | -4,231 | -4.4% | -$126.11万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,759.65万 | 0.26% | 686,310 | 6,569 | 1.0% | $26.41万 | 加仓 |
| PEP | PEPSICO INC | $2,791.77万 | 0.26% | 206,187 | -17,265 | -7.7% | -$233.77万 | 减仓 |
| ABBV | ABBVIE INC | $2,793.73万 | 0.26% | 111,021 | -23,138 | -17.2% | -$582.24万 | 减仓 |
| IWD | ISHARES TR | $2,854.42万 | 0.27% | 117,742 | -48,314 | -29.1% | -$1,171.27万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,892.50万 | 0.27% | 197,251 | -16,937 | -7.9% | -$248.37万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,896.93万 | 0.27% | 174,767 | -15,330 | -8.1% | -$254.11万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,905.40万 | 0.27% | 40,185 | 911 | 2.3% | $65.87万 | 加仓 |
| CSCO | CISCO SYS INC | $2,933.39万 | 0.28% | 249,736 | -23,718 | -8.7% | -$278.59万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,947.05万 | 0.28% | 98,931 | -2,048 | -2.0% | -$61.01万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,949.77万 | 0.28% | 57,433 | -10,109 | -15.0% | -$519.20万 | 减仓 |
| IWM | ISHARES TR | $2,969.20万 | 0.28% | 98,825 | -21,992 | -18.2% | -$660.75万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,124.47万 | 0.29% | 44,423 | 735 | 1.7% | $51.70万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3,154.73万 | 0.30% | 366,233 | -141,325 | -27.8% | -$1,217.37万 | 减仓 |
| — | EXXON MOBIL CORP | $3,227.37万 | 0.30% | 236,056 | -28,611 | -10.8% | -$391.17万 | 减仓 |
| RTX | RTX CORPORATION | $3,340.16万 | 0.32% | 176,048 | -6,642 | -3.6% | -$126.02万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,556.30万 | 0.34% | 415,990 | 254,301 | 157.3% | $2,174.02万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,563.33万 | 0.34% | 150,593 | -1,859 | -1.2% | -$43.99万 | 减仓 |
| SON | SONOCO PRODS CO | $3,905.21万 | 0.37% | 693,027 | 693,004 | 3,013,060.9% | $3,905.08万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,998.38万 | 0.38% | 162,397 | -39,434 | -19.5% | -$970.91万 | 减仓 |
| ETN | EATON CORP PLC | $4,028.19万 | 0.38% | 94,532 | 1,812 | 2.0% | $77.21万 | 加仓 |
| META | META PLATFORMS INC | $4,053.41万 | 0.38% | 71,960 | -7,066 | -8.9% | -$398.02万 | 减仓 |
| QUAL | ISHARES TR | $4,061.77万 | 0.38% | 185,105 | -12,524 | -6.3% | -$274.81万 | 减仓 |
| — | NEOS ETF TRUST | $4,109.61万 | 0.39% | 834,478 | -34,718 | -4.0% | -$170.98万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,184.79万 | 0.39% | 266,632 | 88,437 | 49.6% | $1,388.02万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4,256.34万 | 0.40% | 124,812 | -9,652 | -7.2% | -$329.15万 | 减仓 |
| SDY | SPDR SERIES TRUST | $4,256.63万 | 0.40% | 279,710 | -530 | -0.2% | -$8.07万 | 减仓 |