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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $17.51万 | 0.00% | 6,933 | -6,842 | -49.7% | -$17.28万 | 减仓 |
| ASH | ASHLAND INC | $17.43万 | 0.00% | 2,645 | -2,929 | -52.5% | -$19.30万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $17.42万 | 0.00% | 4,498 | 477 | 11.9% | $1.85万 | 加仓 |
| DB | DEUTSCHE BK AG | $17.36万 | 0.00% | 5,142 | -5,142 | -50.0% | -$17.36万 | 减仓 |
| VYX | NCR VOYIX CORPORATION | $17.28万 | 0.00% | 21,149 | 19 | 0.1% | $155 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $17.02万 | 0.00% | 8,200 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $17.02万 | 0.00% | 5,759 | 25 | 0.4% | $739 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $16.94万 | 0.00% | 17,268 | -198,544 | -92.0% | -$194.77万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $16.94万 | 0.00% | 254 | 19 | 8.1% | $1.27万 | 加仓 |
| IWY | ISHARES TR | $16.91万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| LXFR | LUXFER HLDGS PLC | $16.57万 | 0.00% | 9,183 | 96 | 1.1% | $1,732 | 加仓 |
| XYZ | BLOCK INC | $16.55万 | 0.00% | 2,178 | 553 | 34.0% | $4.20万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $16.54万 | 0.00% | 3,217 | 3,000 | 1,382.5% | $15.43万 | 加仓 |
| EUSA | ISHARES INC | $16.53万 | 0.00% | 1,448 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $16.47万 | 0.00% | 1,441 | 1,260 | 696.1% | $14.40万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $16.46万 | 0.00% | 8,519 | 3,171 | 59.3% | $6.13万 | 加仓 |
| DDOG | DATADOG INC | $16.45万 | 0.00% | 632 | 479 | 313.1% | $12.47万 | 加仓 |
| FBK | FB FINL CORP | $16.45万 | 0.00% | 2,972 | 36 | 1.2% | $1,992 | 加仓 |
| MSTR | STRATEGY INC | $16.40万 | 0.00% | 1,886 | 47 | 2.6% | $4,086 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $16.33万 | 0.00% | 3,346 | -2,133 | -38.9% | -$10.41万 | 减仓 |
| FRSH | FRESHWORKS INC | $16.33万 | 0.00% | 16,138 | -14,234 | -46.9% | -$14.40万 | 减仓 |
| OPCH | OPTION CARE HEALTH INC | $16.32万 | 0.00% | 7,783 | 130 | 1.7% | $2,726 | 加仓 |
| SAIA | SAIA INC | $16.13万 | 0.00% | 383 | 376 | 5,371.4% | $15.84万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $15.95万 | 0.00% | 1,340 | 4 | 0.3% | $476 | 加仓 |
| EMN | EASTMAN CHEM CO | $15.79万 | 0.00% | 2,358 | 1,745 | 284.7% | $11.69万 | 加仓 |
| IXC | ISHARES TR | $15.71万 | 0.00% | 3,197 | 718 | 29.0% | $3.53万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $15.68万 | 0.00% | 3,077 | 3,077 | — | $15.68万 | 新建仓 |
| DON | WISDOMTREE TR | $15.66万 | 0.00% | 2,771 | 1,352 | 95.3% | $7.64万 | 加仓 |
| L | LOEWS CORP | $15.66万 | 0.00% | 1,383 | 1,301 | 1,586.6% | $14.73万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $15.64万 | 0.00% | 1,020 | 1,020 | — | $15.64万 | 新建仓 |
| KE | KIMBALL ELECTRONICS INC | $15.58万 | 0.00% | 6,086 | 5 | 0.1% | $128 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $15.50万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| JNK | SPDR SERIES TRUST | $15.49万 | 0.00% | 1,607 | -7 | -0.4% | -$675 | 减仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $15.44万 | 0.00% | 892 | 892 | — | $15.44万 | 新建仓 |
| PCG | PG&E CORP | $15.40万 | 0.00% | 9,157 | -52,329 | -85.1% | -$88.02万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $15.40万 | 0.00% | 815 | 780 | 2,228.6% | $14.74万 | 加仓 |
| NGG | NATIONAL GRID PLC | $15.36万 | 0.00% | 1,853 | 1,159 | 167.0% | $9.60万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $15.28万 | 0.00% | 1,411 | 1,043 | 283.4% | $11.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $15.25万 | 0.00% | 2,182 | -317 | -12.7% | -$2.22万 | 减仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $15.18万 | 0.00% | 5,066 | 5,066 | — | $15.18万 | 新建仓 |
| SEB | SEABOARD CORP DEL | $15.18万 | 0.00% | 34 | 34 | — | $15.18万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $15.17万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $15.16万 | 0.00% | 2,957 | 1,277 | 76.0% | $6.55万 | 加仓 |
| PEB | PEBBLEBROOK HOTEL TR | $15.02万 | 0.00% | 7,739 | 30 | 0.4% | $582 | 加仓 |
| NOV | NOV INC | $14.94万 | 0.00% | 8,056 | 503 | 6.7% | $9,330 | 加仓 |
| TSN | TYSON FOODS INC | $14.93万 | 0.00% | 2,608 | -3,241 | -55.4% | -$18.55万 | 减仓 |
| QLD | PROSHARES TR | $14.88万 | 0.00% | 1,538 | 1,538 | — | $14.88万 | 新建仓 |
| WSFS | WSFS FINL CORP | $14.83万 | 0.00% | 1,933 | 39 | 2.1% | $2,993 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $14.83万 | 0.00% | 1,944 | 1,352 | 228.4% | $10.31万 | 加仓 |
| LKQ | LKQ CORP | $14.83万 | 0.00% | 5,632 | 632 | 12.6% | $1.66万 | 加仓 |
| EXP | EAGLE MATLS INC | $14.83万 | 0.00% | 659 | 348 | 111.9% | $7.83万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $14.71万 | 0.00% | 7,614 | -3,408 | -30.9% | -$6.58万 | 减仓 |
| RACE | FERRARI N V | $14.71万 | 0.00% | 395 | 350 | 777.8% | $13.03万 | 加仓 |
| IYK | ISHARES TR | $14.69万 | 0.00% | 2,021 | 11 | 0.5% | $799 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $14.62万 | 0.00% | 15,256 | -15,256 | -50.0% | -$14.62万 | 减仓 |
| PODD | INSULET CORP | $14.60万 | 0.00% | 959 | 848 | 764.0% | $12.91万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $14.58万 | 0.00% | 720 | 40 | 5.9% | $8,100 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $14.56万 | 0.00% | 24,028 | -2,467 | -9.3% | -$1.50万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $14.53万 | 0.00% | 4,671 | -74 | -1.6% | -$2,301 | 减仓 |
| QLD | PROSHARES TR 看涨期权 | $14.51万 | 0.00% | 1,500 | 1,500 | — | $14.51万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $14.49万 | 0.00% | 2,437 | 2,437 | — | $14.49万 | 新建仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $14.46万 | 0.00% | 11,643 | 11,643 | — | $14.46万 | 新建仓 |
| BTZ | BLACKROCK CR ALLOCATION | $14.43万 | 0.00% | 14,122 | 203 | 1.5% | $2,075 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $14.39万 | 0.00% | 5,361 | 5,211 | 3,474.0% | $13.99万 | 重新持有 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $14.38万 | 0.00% | 3,188 | 2,473 | 345.9% | $11.16万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $14.38万 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $14.36万 | 0.00% | 3,619 | 12 | 0.3% | $476 | 加仓 |
| GUNR | FLEXSHARES TR | $14.32万 | 0.00% | 2,905 | -8,010 | -73.4% | -$39.47万 | 减仓 |
| EIX | EDISON INTL | $14.30万 | 0.00% | 1,921 | -13,728 | -87.7% | -$102.21万 | 减仓 |
| SDRL | SEADRILL LTD | $14.30万 | 0.00% | 3,780 | 3,630 | 2,420.0% | $13.73万 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $14.27万 | 0.00% | 6,682 | 777 | 13.2% | $1.66万 | 加仓 |
| TPR | TAPESTRY INC | $14.27万 | 0.00% | 975 | -1,473 | -60.2% | -$21.56万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $14.25万 | 0.00% | 1,706 | 1,000 | 141.6% | $8.35万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $14.21万 | 0.00% | 491 | -2,043 | -80.6% | -$59.13万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $14.18万 | 0.00% | 4,144 | -3,695 | -47.1% | -$12.64万 | 减仓 |
| TRN | TRINITY INDS INC | $14.14万 | 0.00% | 4,090 | 161 | 4.1% | $5,568 | 加仓 |
| SPSB | SPDR SERIES TRUST | $14.13万 | 0.00% | 4,710 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $14.10万 | 0.00% | 798 | 798 | — | $14.10万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $14.01万 | 0.00% | 10,424 | -528 | -4.8% | -$7,096 | 减仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $14.00万 | 0.00% | 10,588 | -1,180 | -10.0% | -$1.56万 | 重新持有 |
| — | BITWISE XRP ETF | $13.99万 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $13.99万 | 0.00% | 3,119 | -42,308 | -93.1% | -$189.75万 | 减仓 |
| DOW | DOW HLDGS INC | $13.87万 | 0.00% | 5,068 | -11,153 | -68.8% | -$30.52万 | 减仓 |
| — | ALLSPRING INCOME OPPORTUNIT | $13.84万 | 0.00% | 21,299 | 8,059 | 60.9% | $5.24万 | 重新持有 |
| TME | TENCENT MUSIC ENTMT GROUP | $13.76万 | 0.00% | 16,484 | 16,484 | — | $13.76万 | 新建仓 |
| EMB | ISHARES TR | $13.75万 | 0.00% | 1,425 | -171 | -10.7% | -$1.65万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $13.74万 | 0.00% | 1,003 | 865 | 626.8% | $11.85万 | 加仓 |
| RGEN | REPLIGEN CORP | $13.73万 | 0.00% | 1,006 | 6 | 0.6% | $819 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $13.72万 | 0.00% | 1,580 | 580 | 58.0% | $5.04万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $13.70万 | 0.00% | 28,198 | 28,198 | — | $13.70万 | 新建仓 |
| CRWV | COREWEAVE INC | $13.70万 | 0.00% | 1,376 | 1,245 | 950.4% | $12.39万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $13.70万 | 0.00% | 4,093 | -5 | -0.1% | -$167 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $13.69万 | 0.00% | 17,367 | 411 | 2.4% | $3,239 | 加仓 |
| KB | KB FINL GROUP INC | $13.68万 | 0.00% | 1,303 | 1,220 | 1,469.9% | $12.81万 | 加仓 |
| FNV | FRANCO NEV CORP | $13.68万 | 0.00% | 656 | 184 | 39.0% | $3.84万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $13.60万 | 0.00% | 13,202 | 1,783 | 15.6% | $1.84万 | 重新持有 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $13.58万 | 0.00% | 9,198 | 2,650 | 40.5% | $3.91万 | 加仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $13.52万 | 0.00% | 17,880 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $13.48万 | 0.00% | 1,278 | -360 | -22.0% | -$3.80万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $13.46万 | 0.00% | 2,568 | 20 | 0.8% | $1,049 | 加仓 |