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 |
|---|---|---|---|---|---|---|---|---|
| HEWJ | ISHARES TR | $0 | 0.00% | 0 | -160,230 | -100.0% | -$901.77万 | 清仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $0 | 0.00% | 0 | -7,300 | -100.0% | -$436.21万 | 清仓 |
| — | TOTALENERGIES SE | $0 | 0.00% | 0 | -13,242 | -100.0% | -$123.45万 | 清仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -30,062 | -100.0% | -$95.99万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -14,048 | -100.0% | -$94.14万 | 清仓 |
| VSDM | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -9,751 | -100.0% | -$74.39万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -30,452 | -100.0% | -$40.74万 | 清仓 |
| TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | -13,810 | -100.0% | -$33.30万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,819 | -100.0% | -$31.07万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -20,282 | -100.0% | -$30.32万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -13,312 | -100.0% | -$29.93万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,115 | -100.0% | -$25.69万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -4,771 | -100.0% | -$16.77万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -17,364 | -100.0% | -$16.65万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,478 | -100.0% | -$12.54万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -2,250 | -100.0% | -$12.17万 | 清仓 |
| BBHL | BBH TR | $0 | 0.00% | 0 | -7,507 | -100.0% | -$11.28万 | 清仓 |
| BCPL | BNY MELLON ETF TRUST II | $0 | 0.00% | 0 | -4,068 | -100.0% | -$10.09万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,073 | -100.0% | -$5.77万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -2,551 | -100.0% | -$5.70万 | 清仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -2,440 | -100.0% | -$5.60万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -789 | -100.0% | -$5.55万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -608 | -100.0% | -$5.48万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -2,015 | -100.0% | -$5.21万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,837 | -100.0% | -$4.35万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$4.32万 | 清仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.95万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -500 | -100.0% | -$3.64万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.93万 | 清仓 |
| — | NANO X IMAGING LTD | $0 | 0.00% | 0 | -11,900 | -100.0% | -$2.70万 | 清仓 |
| VELO | VELO3D INC | $0 | 0.00% | 0 | -2,777 | -100.0% | -$2.61万 | 清仓 |
| SMTH | ALPS ETF TR | $0 | 0.00% | 0 | -976 | -100.0% | -$2.51万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -610 | -100.0% | -$2.39万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -762 | -100.0% | -$1.89万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.74万 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.58万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -242 | -100.0% | -$1.57万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -198 | -100.0% | -$1.50万 | 清仓 |
| BHP | BHP BILLITON LIMITED 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.45万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -409 | -100.0% | -$1.08万 | 清仓 |
| — | ALZAMEND NEURO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.06万 | 清仓 |
| — | UDEMY INC | $0 | 0.00% | 0 | -2,266 | -100.0% | -$1.05万 | 清仓 |
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -824 | -100.0% | -$1.03万 | 清仓 |
| NFLX | NETFLIX INC. 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$9,615 | 清仓 |
| — | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -1,000 | -100.0% | -$8,990 | 清仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $0 | 0.00% | 0 | -1,410 | -100.0% | -$8,618 | 清仓 |
| BCD | ABRDN ETFS | $0 | 0.00% | 0 | -205 | -100.0% | -$7,335 | 清仓 |
| SMP | STANDARD MTR PRODS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$6,948 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$6,226 | 清仓 |
| SBET | SHARPLINK INC | $0 | 0.00% | 0 | -950 | -100.0% | -$6,128 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -11 | -100.0% | -$5,992 | 清仓 |
| MP | MP MATERIALS CORP 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$4,826 | 清仓 |
| — | CARNIVAL PLC | $0 | 0.00% | 0 | -125 | -100.0% | -$3,222 | 清仓 |
| — | TRIPLEPOINT VENTURE GROWTH B | $0 | 0.00% | 0 | -630 | -100.0% | -$3,144 | 清仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -150 | -100.0% | -$3,062 | 清仓 |
| — | BITFARMS LTD | $0 | 0.00% | 0 | -1,045 | -100.0% | -$2,039 | 清仓 |
| — | SPRING VY ACQUISITION CORP I | $0 | 0.00% | 0 | -200 | -100.0% | -$2,032 | 清仓 |
| OCGN | OCUGEN INC | $0 | 0.00% | 0 | -670 | -100.0% | -$1,213 | 清仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $0 | 0.00% | 0 | -45 | -100.0% | -$1,133 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -48 | -100.0% | -$972 | 清仓 |
| TNGX | TANGO THERAPEUTICS INC | $0 | 0.00% | 0 | -45 | -100.0% | -$942 | 清仓 |
| — | INOVIO PHARMACEUTICALS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$870 | 清仓 |
| QUIK | QUICKLOGIC CORP | $0 | 0.00% | 0 | -80 | -100.0% | -$751 | 清仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -50 | -100.0% | -$732 | 清仓 |
| FVRR | FIVERR INTL LTD | $0 | 0.00% | 0 | -70 | -100.0% | -$702 | 清仓 |
| — | SENSUS HEALTHCARE INC | $0 | 0.00% | 0 | -155 | -100.0% | -$617 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -38 | -100.0% | -$567 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -815 | -100.0% | -$451 | 清仓 |
| — | MIND TECHNOLOGY INC | $0 | 0.00% | 0 | -50 | -100.0% | -$418 | 清仓 |
| CNXC | CONCENTRIX CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$411 | 清仓 |
| — | INUVO INC | $0 | 0.00% | 0 | -164 | -100.0% | -$340 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -12 | -100.0% | -$307 | 清仓 |
| — | VALNEVA SE | $0 | 0.00% | 0 | -48 | -100.0% | -$303 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$298 | 清仓 |
| IMTX | IMMATICS N.V | $0 | 0.00% | 0 | -25 | -100.0% | -$244 | 清仓 |
| GRND | GRINDR INC | $0 | 0.00% | 0 | -20 | -100.0% | -$242 | 清仓 |
| — | GLIMPSE GROUP INC | $0 | 0.00% | 0 | -385 | -100.0% | -$199 | 清仓 |
| XPER | XPERI INC | $0 | 0.00% | 0 | -33 | -100.0% | -$182 | 清仓 |
| ZLAB | ZAI LAB LTD | $0 | 0.00% | 0 | -9 | -100.0% | -$170 | 清仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $0 | 0.00% | 0 | -230 | -100.0% | -$146 | 清仓 |
| — | ACUMEN PHARMACEUTICALS INC | $0 | 0.00% | 0 | -60 | -100.0% | -$142 | 清仓 |
| — | SYNERGY CHC CORP | $0 | 0.00% | 0 | -109 | -100.0% | -$141 | 清仓 |
| — | INTELLICHECK MOBILISA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$140 | 清仓 |
| LEMB | ISHARES INC | $0 | 0.00% | 0 | -3 | -100.0% | -$123 | 清仓 |
| — | CLOUDASTRUCTURE INC | $0 | 0.00% | 0 | -150 | -100.0% | -$92 | 清仓 |
| ABCL | ABCELLERA BIOLOGICS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$91 | 清仓 |
| — | REKOR SYSTEMS INC | $0 | 0.00% | 0 | -105 | -100.0% | -$87 | 清仓 |
| — | EVOTEC AG | $0 | 0.00% | 0 | -29 | -100.0% | -$73 | 清仓 |
| WOLF | WOLFSPEED INC | $0 | 0.00% | 0 | -4 | -100.0% | -$66 | 清仓 |
| — | AXE COMPUTE INC | $0 | 0.00% | 0 | -40 | -100.0% | -$65 | 清仓 |
| VOD | VODAFONE GROUP PLC | $0 | 0.00% | 0 | -4 | -100.0% | -$57 | 清仓 |
| — | IMPERIAL PETE INC | $0 | 0.00% | 0 | -13 | -100.0% | -$56 | 清仓 |
| — | GUARDFORCE AI CO LTD | $0 | 0.00% | 0 | -40 | -100.0% | -$18 | 清仓 |
| — | CANOPY GROWTH CORPORATION | $0 | 0.00% | 0 | -2 | -100.0% | -$2 | 清仓 |
| SVA | SINOVAC BIOTECH LTD | $0 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 1 | 1 | — | — | 新建仓 |
| — | AMAZE HOLDINGS INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| — | SKINHEALTH SYSTEMS INC | $1 | 0.00% | 1 | -19 | -95.0% | -$19 | 重新持有 |