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 |
|---|---|---|---|---|---|---|---|---|
| SOLS | SOLSTICE ADVANCED MATLS INC | $33.08万 | 0.00% | 3,733 | 1,586 | 73.9% | $14.05万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $32.93万 | 0.00% | 2,551 | 429 | 20.2% | $5.54万 | 加仓 |
| FAD | FIRST TR EXCHANGE-TRADED ALP | $32.66万 | 0.00% | 1,633 | 0 | 0.0% | — | 不变 |
| FMDE | FIDELITY COVINGTON TRUST | $32.61万 | 0.00% | 8,037 | 2 | 0.0% | $81 | 加仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $32.40万 | 0.00% | 6,079 | 5,701 | 1,508.2% | $30.39万 | 加仓 |
| EFG | ISHARES TR | $32.35万 | 0.00% | 2,600 | 2,562 | 6,742.1% | $31.88万 | 加仓 |
| CDE | COEUR MNG INC | $32.31万 | 0.00% | 19,795 | 307 | 1.6% | $5,010 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $31.99万 | 0.00% | 2,933 | -211 | -6.7% | -$2.30万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $31.89万 | 0.00% | 4,551 | -3,380 | -42.6% | -$23.68万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $31.70万 | 0.00% | 18,463 | 463 | 2.6% | $7,950 | 加仓 |
| DOCT | FIRST TR EXCHNG TRADED FD VI | $31.57万 | 0.00% | 6,764 | 0 | 0.0% | — | 不变 |
| DOL | WISDOMTREE TR | $31.55万 | 0.00% | 4,243 | 0 | 0.0% | — | 不变 |
| CMS | CMS ENERGY CORP | $31.54万 | 0.00% | 4,123 | 1,866 | 82.7% | $14.27万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $31.53万 | 0.00% | 1,830 | 1,060 | 137.7% | $18.26万 | 加仓 |
| QXO | QXO INC | $31.45万 | 0.00% | 18,202 | 388 | 2.2% | $6,705 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $31.45万 | 0.00% | 6,124 | 0 | 0.0% | — | 不变 |
| PVH | PVH CORPORATION | $31.38万 | 0.00% | 4,226 | 407 | 10.7% | $3.02万 | 加仓 |
| FELV | FIDELITY COVINGTON TRUST | $31.38万 | 0.00% | 7,826 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $31.26万 | 0.00% | 1,801 | 1,749 | 3,363.5% | $30.36万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $31.23万 | 0.00% | 937 | 937 | — | $31.23万 | 新建仓 |
| CLS | CELESTICA INC | $30.94万 | 0.00% | 848 | 133 | 18.6% | $4.85万 | 加仓 |
| FIX | COMFORT SYS USA INC | $30.92万 | 0.00% | 156 | -791 | -83.5% | -$156.80万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $30.92万 | 0.00% | 15,225 | 276 | 1.8% | $5,606 | 重新持有 |
| FEGE | RBB FUND TRUST | $30.89万 | 0.00% | 6,314 | 463 | 7.9% | $2.26万 | 加仓 |
| IYF | ISHARES TR | $30.46万 | 0.00% | 2,389 | -191 | -7.4% | -$2.44万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $30.43万 | 0.00% | 6,317 | 6 | 0.1% | $289 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $30.43万 | 0.00% | 2,421 | 2,418 | 80,600.0% | $30.39万 | 加仓 |
| IMRX | IMMUNEERING CORP | $30.37万 | 0.00% | 60,865 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $30.24万 | 0.00% | 12,612 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $30.21万 | 0.00% | 949 | 687 | 262.2% | $21.87万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $30.07万 | 0.00% | 13,001 | 34 | 0.3% | $786 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $29.84万 | 0.00% | 1,219 | -41 | -3.3% | -$1.00万 | 减仓 |
| IYH | ISHARES TR | $29.67万 | 0.00% | 4,428 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $29.48万 | 0.00% | 2,861 | -638 | -18.2% | -$6.57万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $29.42万 | 0.00% | 2,024 | 109 | 5.7% | $1.58万 | 加仓 |
| TLN | TALEN ENERGY CORP | $29.40万 | 0.00% | 765 | 1 | 0.1% | $384 | 加仓 |
| MAS | MASCO CORP | $29.30万 | 0.00% | 3,600 | 2,786 | 342.3% | $22.67万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $29.23万 | 0.00% | 1,179 | 0 | 0.0% | — | 不变 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $28.90万 | 0.00% | 3,507 | 3,417 | 3,796.7% | $28.16万 | 加仓 |
| FE | FIRSTENERGY CORP | $28.55万 | 0.00% | 6,005 | 3,349 | 126.1% | $15.92万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $28.48万 | 0.00% | 22,111 | 18,868 | 581.8% | $24.30万 | 加仓 |
| ACM | AECOM | $28.42万 | 0.00% | 4,071 | 178 | 4.6% | $1.24万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $28.40万 | 0.00% | 2,603 | 93 | 3.7% | $1.01万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $28.30万 | 0.00% | 29,179 | 10,000 | 52.1% | $9.70万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $28.26万 | 0.00% | 14,977 | -5,480 | -26.8% | -$10.34万 | 减仓 |
| VRSN | VERISIGN INC | $28.25万 | 0.00% | 1,123 | -235 | -17.3% | -$5.91万 | 减仓 |
| STE | STERIS PLC | $28.11万 | 0.00% | 1,335 | 145 | 12.2% | $3.05万 | 加仓 |
| PFF | ISHARES TR | $28.09万 | 0.00% | 9,211 | 1,201 | 15.0% | $3.66万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $28.07万 | 0.00% | 6,635 | 99 | 1.5% | $4,189 | 加仓 |
| LYEL | LYELL IMMUNOPHARMA INC | $28.04万 | 0.00% | 19,958 | -19,958 | -50.0% | -$28.04万 | 减仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $27.79万 | 0.00% | 2,419 | 1,819 | 303.2% | $20.90万 | 加仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $27.75万 | 0.00% | 2,740 | -49 | -1.8% | -$4,962 | 减仓 |
| RMBS | RAMBUS INC DEL | $27.73万 | 0.00% | 2,089 | -451 | -17.8% | -$5.99万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $27.61万 | 0.00% | 2,401 | 1,069 | 80.3% | $12.29万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $27.61万 | 0.00% | 6,543 | 6,134 | 1,499.8% | $25.89万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $27.55万 | 0.00% | 47,258 | -47,258 | -50.0% | -$27.55万 | 减仓 |
| CMF | ISHARES TR | $27.40万 | 0.00% | 4,754 | 4,754 | — | $27.40万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $27.39万 | 0.00% | 7,088 | -1,116 | -13.6% | -$4.31万 | 重新持有 |
| USO | UNITED STS OIL FD LP | $27.31万 | 0.00% | 2,566 | 23 | 0.9% | $2,448 | 加仓 |
| DASH | DOORDASH INC | $27.31万 | 0.00% | 1,480 | 1,109 | 298.9% | $20.46万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $27.17万 | 0.00% | 6,065 | -6,079 | -50.1% | -$27.23万 | 减仓 |
| QTRX | QUANTERIX CORP | $26.90万 | 0.00% | 62,261 | -61,859 | -49.8% | -$26.72万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $26.83万 | 0.00% | 3,083 | 206 | 7.2% | $1.79万 | 加仓 |
| WRB | BERKLEY W R CORP | $26.77万 | 0.00% | 3,796 | 2,612 | 220.6% | $18.42万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $26.77万 | 0.00% | 5,478 | -3,948 | -41.9% | -$19.29万 | 减仓 |
| CNC | CENTENE CORP DEL | $26.76万 | 0.00% | 4,169 | -16,060 | -79.4% | -$103.09万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $26.72万 | 0.00% | 3,207 | 2,705 | 538.8% | $22.54万 | 加仓 |
| DLS | WISDOMTREE TR | $26.69万 | 0.00% | 3,186 | 2 | 0.1% | $168 | 加仓 |
| MNDY | MONDAY COM LTD | $26.62万 | 0.00% | 3,678 | 3,678 | — | $26.62万 | 新建仓 |
| WU | WESTERN UN CO | $26.61万 | 0.00% | 34,560 | 73 | 0.2% | $562 | 加仓 |
| XBI | SPDR SERIES TRUST | $26.60万 | 0.00% | 1,681 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $26.58万 | 0.00% | 1,858 | -4,027 | -68.4% | -$57.61万 | 减仓 |
| AROC | ARCHROCK INC | $26.54万 | 0.00% | 6,519 | 66 | 1.0% | $2,687 | 加仓 |
| CVE | CENOVUS ENERGY INC | $26.39万 | 0.00% | 10,638 | -10,490 | -49.6% | -$26.03万 | 减仓 |
| BIIB | BIOGEN INC | $26.29万 | 0.00% | 1,217 | -1,306 | -51.8% | -$28.22万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $26.24万 | 0.00% | 1,969 | 1,169 | 146.1% | $15.58万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $26.22万 | 0.00% | 5,489 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $26.19万 | 0.00% | 9,149 | 9,067 | 11,057.3% | $25.96万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $26.16万 | 0.00% | 6,076 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $26.16万 | 0.00% | 19,640 | 14,345 | 270.9% | $19.11万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.06万 | 0.00% | 204 | 114 | 126.7% | $14.56万 | 加仓 |
| ORI | OLD REP INTL CORP | $25.88万 | 0.00% | 6,325 | -3,005 | -32.2% | -$12.30万 | 减仓 |
| PAVE | GLOBAL X FDS | $25.82万 | 0.00% | 4,382 | 3,624 | 478.1% | $21.35万 | 加仓 |
| IYG | ISHARES TR | $25.77万 | 0.00% | 2,848 | 0 | 0.0% | — | 不变 |
| NUSC | NUSHARES ETF TR | $25.63万 | 0.00% | 4,918 | 4,062 | 474.5% | $21.17万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $25.62万 | 0.00% | 3,100 | 1,231 | 65.9% | $10.17万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $25.44万 | 0.00% | 25,545 | 84 | 0.3% | $837 | 加仓 |
| SGOL | ETFS GOLD TR | $25.44万 | 0.00% | 6,655 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $25.39万 | 0.00% | 3,388 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC | $25.33万 | 0.00% | 609 | 365 | 149.6% | $15.18万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $25.22万 | 0.00% | 3,736 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $25.19万 | 0.00% | 2,654 | 2,398 | 936.7% | $22.76万 | 加仓 |
| AMRZ | AMRIZE LTD | $25.19万 | 0.00% | 4,728 | 286 | 6.4% | $1.52万 | 加仓 |
| NWG | NATWEST GROUP PLC | $25.19万 | 0.00% | 14,288 | -14,410 | -50.2% | -$25.40万 | 减仓 |
| CSHI | NEOS ETF TRUST | $25.15万 | 0.00% | 5,049 | -3,985 | -44.1% | -$19.85万 | 减仓 |
| SPYI | NEOS ETF TRUST | $25.08万 | 0.00% | 4,723 | 4,634 | 5,206.7% | $24.60万 | 加仓 |
| NRG | NRG ENERGY INC | $24.98万 | 0.00% | 1,710 | 1,473 | 621.5% | $21.51万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $24.85万 | 0.00% | 13,860 | 10,614 | 327.0% | $19.03万 | 加仓 |
| CPRT | COPART INC | $24.85万 | 0.00% | 8,815 | -407 | -4.4% | -$1.15万 | 减仓 |
| EWL | ISHARES INC | $24.84万 | 0.00% | 3,953 | 3,953 | — | $24.84万 | 新建仓 |