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 |
|---|---|---|---|---|---|---|---|---|
| VPL | VANGUARD INTL EQUITY INDEX F | $24.79万 | 0.00% | 2,143 | 2,014 | 1,561.2% | $23.30万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $24.68万 | 0.00% | 8,639 | 8,639 | — | $24.68万 | 新建仓 |
| LFUS | LITTELFUSE INC | $24.67万 | 0.00% | 542 | -2 | -0.4% | -$910 | 减仓 |
| NVT | NVENT ELEC PLC | $24.66万 | 0.00% | 1,454 | 1,299 | 838.1% | $22.03万 | 加仓 |
| — | PUTNAM ETF TRUST | $24.62万 | 0.00% | 9,048 | 8,538 | 1,674.1% | $23.23万 | 加仓 |
| ADSK | AUTODESK INC | $24.56万 | 0.00% | 1,263 | 721 | 133.0% | $14.02万 | 加仓 |
| RAL | RALLIANT CORP | $24.30万 | 0.00% | 3,300 | 2,965 | 885.1% | $21.83万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.27万 | 0.00% | 6,694 | -19 | -0.3% | -$689 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $24.24万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $24.21万 | 0.00% | 1,019 | -6,663 | -86.7% | -$158.27万 | 减仓 |
| NI | NISOURCE INC | $24.19万 | 0.00% | 5,088 | 4,186 | 464.1% | $19.90万 | 加仓 |
| XYLD | GLOBAL X FDS | $23.99万 | 0.00% | 5,881 | -4,709 | -44.5% | -$19.21万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $23.97万 | 0.00% | 1,577 | 944 | 149.1% | $14.35万 | 加仓 |
| COLD | AMERICOLD REALTY TRUST INC | $23.90万 | 0.00% | 15,202 | -1,698 | -10.0% | -$2.67万 | 减仓 |
| IYR | ISHARES TR | $23.69万 | 0.00% | 2,317 | 40 | 1.8% | $4,090 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $23.59万 | 0.00% | 3,941 | 3,789 | 2,492.8% | $22.68万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED ALP | $23.52万 | 0.00% | 2,317 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.41万 | 0.00% | 8,495 | 0 | 0.0% | — | 不变 |
| MAGS | LISTED FDS TR | $23.28万 | 0.00% | 3,621 | -2,335 | -39.2% | -$15.01万 | 减仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $23.25万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $23.09万 | 0.00% | 2,289 | -4,304 | -65.3% | -$43.41万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $23.07万 | 0.00% | 4,538 | 1 | 0.0% | $51 | 加仓 |
| RBRK | RUBRIK INC. | $23.06万 | 0.00% | 2,872 | 872 | 43.6% | $7.00万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $23.05万 | 0.00% | 5,044 | 255 | 5.3% | $1.17万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $22.85万 | 0.00% | 5,694 | -1,543 | -21.3% | -$6.19万 | 减仓 |
| MPLX | MPLX LP | $22.74万 | 0.00% | 4,038 | 0 | 0.0% | — | 不变 |
| CDW | CDW CORP | $22.54万 | 0.00% | 1,603 | 268 | 20.1% | $3.77万 | 加仓 |
| CART | MAPLEBEAR INC | $22.54万 | 0.00% | 4,760 | 600 | 14.4% | $2.84万 | 加仓 |
| HXL | HEXCEL CORP NEW | $22.51万 | 0.00% | 2,250 | 101 | 4.7% | $1.01万 | 加仓 |
| DD | DUPONT DE NEMOURS INC | $22.43万 | 0.00% | 1,653 | -13,755 | -89.3% | -$186.61万 | 减仓 |
| UMC | UNITED MICROELECTRONICS CORP | $22.42万 | 0.00% | 8,238 | 8,238 | — | $22.42万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $22.22万 | 0.00% | 9,424 | -9,424 | -50.0% | -$22.22万 | 减仓 |
| CSL | CARLISLE COS INC | $22.20万 | 0.00% | 612 | 600 | 5,000.0% | $21.77万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $22.16万 | 0.00% | 4,058 | 378 | 10.3% | $2.06万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $22.00万 | 0.00% | 1,500 | 1,500 | — | $22.00万 | 新建仓 |
| — | PGIM ETF TR | $21.96万 | 0.00% | 4,442 | 4,442 | — | $21.96万 | 新建仓 |
| ET | ENERGY TRANSFER L P | $21.95万 | 0.00% | 11,481 | -3,598 | -23.9% | -$6.88万 | 减仓 |
| ABCB | AMERIS BANCORP | $21.82万 | 0.00% | 2,418 | 2,325 | 2,500.0% | $20.99万 | 重新持有 |
| CAE | CAE INC | $21.81万 | 0.00% | 8,705 | -8,705 | -50.0% | -$21.81万 | 减仓 |
| DBX | DROPBOX INC | $21.76万 | 0.00% | 7,923 | -7,874 | -49.8% | -$21.63万 | 减仓 |
| XHB | SPDR SERIES TRUST | $21.55万 | 0.00% | 1,865 | 0 | 0.0% | — | 不变 |
| IHDG | WISDOMTREE TR | $21.53万 | 0.00% | 4,111 | 2 | 0.0% | $105 | 加仓 |
| PRM | PERIMETER SOLUTIONS INC | $21.53万 | 0.00% | 6,038 | 3,952 | 189.5% | $14.09万 | 加仓 |
| NG | NOVAGOLD RESOURCES INC | $21.35万 | 0.00% | 35,761 | 6,167 | 20.8% | $3.68万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $21.30万 | 0.00% | 1,535 | 1,479 | 2,641.1% | $20.52万 | 加仓 |
| TS | TENARIS S A | $21.27万 | 0.00% | 3,833 | 3,833 | — | $21.27万 | 新建仓 |
| RXI | ISHARES TR | $21.26万 | 0.00% | 1,102 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $21.22万 | 0.00% | 928 | -1,979 | -68.1% | -$45.26万 | 减仓 |
| BC | BRUNSWICK CORP | $21.19万 | 0.00% | 2,515 | 111 | 4.6% | $9,351 | 加仓 |
| IFRA | ISHARES TR | $21.17万 | 0.00% | 3,358 | 1,181 | 54.2% | $7.45万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $20.99万 | 0.00% | 7,468 | 7,266 | 3,597.0% | $20.42万 | 重新持有 |
| AGO | ASSURED GUARANTY LTD | $20.91万 | 0.00% | 2,609 | 2,513 | 2,617.7% | $20.14万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $20.88万 | 0.00% | 624 | -70 | -10.1% | -$2.34万 | 减仓 |
| RELX | RELX PLC | $20.88万 | 0.00% | 6,594 | -6,220 | -48.5% | -$19.70万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $20.83万 | 0.00% | 4,301 | -2,292 | -34.8% | -$11.10万 | 减仓 |
| POST | POST HLDGS INC | $20.82万 | 0.00% | 2,359 | 2,344 | 15,626.7% | $20.69万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $20.75万 | 0.00% | 1,624 | -242 | -13.0% | -$3.09万 | 重新持有 |
| NTR | NUTRIEN LTD | $20.65万 | 0.00% | 3,281 | 2,980 | 990.0% | $18.76万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $20.52万 | 0.00% | 2,704 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $20.43万 | 0.00% | 3,392 | 3,392 | — | $20.43万 | 新建仓 |
| IX | ORIX CORP | $20.40万 | 0.00% | 5,362 | -5,362 | -50.0% | -$20.40万 | 减仓 |
| — | FIRST CAROLINA FINL SVCS INC | $20.30万 | 0.00% | 15,332 | 15,332 | — | $20.30万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $20.17万 | 0.00% | 766 | 396 | 107.0% | $10.43万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $20.16万 | 0.00% | 1,357 | 14 | 1.0% | $2,079 | 加仓 |
| EG | EVEREST GROUP LTD | $20.15万 | 0.00% | 564 | 463 | 458.4% | $16.54万 | 加仓 |
| MLPX | GLOBAL X FDS | $20.13万 | 0.00% | 2,733 | 1,565 | 134.0% | $11.53万 | 加仓 |
| WY | WEYERHAEUSER CO | $20.11万 | 0.00% | 8,399 | 4,252 | 102.5% | $10.18万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $20.03万 | 0.00% | 4,402 | 3,640 | 477.7% | $16.56万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $19.91万 | 0.00% | 5,733 | 2 | 0.0% | $69 | 加仓 |
| VTR | VENTAS INC | $19.80万 | 0.00% | 2,230 | -2,784 | -55.5% | -$24.72万 | 减仓 |
| RSMC | TIDAL TRUST III | $19.77万 | 0.00% | 6,835 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $19.76万 | 0.00% | 2,303 | 2,233 | 3,190.0% | $19.16万 | 加仓 |
| PATK | PATRICK INDS INC | $19.71万 | 0.00% | 2,195 | 5 | 0.2% | $449 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $19.50万 | 0.00% | 2,487 | 2,487 | — | $19.50万 | 新建仓 |
| LBTYA | LIBERTY GLOBAL LTD | $19.41万 | 0.00% | 17,074 | -4,637 | -21.4% | -$5.27万 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $19.38万 | 0.00% | 121,107 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $19.28万 | 0.00% | 998 | -4,890 | -83.1% | -$94.49万 | 减仓 |
| PGEN | PRECIGEN INC | $19.22万 | 0.00% | 33,721 | -18,714 | -35.7% | -$10.67万 | 减仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $19.20万 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $19.14万 | 0.00% | 3,543 | -1,437 | -28.9% | -$7.76万 | 减仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $19.11万 | 0.00% | 22,324 | 22,324 | — | $19.11万 | 新建仓 |
| HLN | HALEON PLC | $19.08万 | 0.00% | 20,447 | -86,458 | -80.9% | -$80.66万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $19.06万 | 0.00% | 1,435 | -922 | -39.1% | -$12.25万 | 减仓 |
| ZS | ZSCALER INC | $19.03万 | 0.00% | 1,348 | 752 | 126.2% | $10.61万 | 加仓 |
| PNR | PENTAIR PLC | $19.03万 | 0.00% | 2,482 | 2,236 | 908.9% | $17.14万 | 加仓 |
| XVV | ISHARES TR | $18.66万 | 0.00% | 3,286 | 3,286 | — | $18.66万 | 新建仓 |
| MBB | ISHARES TR | $18.58万 | 0.00% | 1,966 | 135 | 7.4% | $1.28万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $18.57万 | 0.00% | 1,270 | 811 | 176.7% | $11.86万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $18.50万 | 0.00% | 3,831 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $18.38万 | 0.00% | 943 | 772 | 451.5% | $15.04万 | 加仓 |
| SWP | MANAGER DIRECTED PORTFOLIOS | $18.25万 | 0.00% | 6,550 | 6,550 | — | $18.25万 | 新建仓 |
| HUM | HUMANA INC | $18.19万 | 0.00% | 458 | 254 | 124.5% | $10.09万 | 加仓 |
| COO | COOPER COS INC | $18.02万 | 0.00% | 2,513 | 1,188 | 89.7% | $8.52万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $17.99万 | 0.00% | 4,695 | 3,720 | 381.5% | $14.25万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $17.94万 | 0.00% | 1,967 | -2,137 | -52.1% | -$19.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $17.94万 | 0.00% | 8,981 | 0 | 0.0% | — | 不变 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $17.92万 | 0.00% | 10,000 | -5,000 | -33.3% | -$8.96万 | 减仓 |
| CATH | GLOBAL X FDS | $17.70万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $17.68万 | 0.00% | 1,605 | 115 | 7.7% | $1.27万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $17.56万 | 0.00% | 332 | -651 | -66.2% | -$34.44万 | 减仓 |