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 |
|---|---|---|---|---|---|---|---|---|
| CRF | CORNERSTONE TOTAL RETURN FD | $13.39万 | 0.00% | 18,653 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $13.39万 | 0.00% | 1,078 | 1,068 | 10,680.0% | $13.27万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $13.39万 | 0.00% | 5,186 | 167 | 3.3% | $4,312 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $13.36万 | 0.00% | 5,710 | 5,710 | — | $13.36万 | 新建仓 |
| STBA | S & T BANCORP INC | $13.29万 | 0.00% | 2,708 | 40 | 1.5% | $1,963 | 加仓 |
| EMGF | ISHARES INC | $13.29万 | 0.00% | 1,814 | 15 | 0.8% | $1,099 | 加仓 |
| — | ORLA MNG LTD NEW | $13.27万 | 0.00% | 13,559 | 13,559 | — | $13.27万 | 新建仓 |
| — | CREDIT SUISSE ASSET MGMT | $13.24万 | 0.00% | 53,382 | 53,382 | — | $13.24万 | 新建仓 |
| DHS | WISDOMTREE TR | $13.18万 | 0.00% | 1,159 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $13.12万 | 0.00% | 3,535 | -295 | -7.7% | -$1.10万 | 减仓 |
| ONEV | SPDR SERIES TRUST | $13.10万 | 0.00% | 916 | 5 | 0.5% | $715 | 加仓 |
| ALV | AUTOLIV INC | $13.00万 | 0.00% | 1,119 | 246 | 28.2% | $2.86万 | 加仓 |
| TRMB | TRIMBLE INC | $12.97万 | 0.00% | 2,535 | 1,373 | 118.2% | $7.03万 | 加仓 |
| CPAY | CORPAY INC | $12.93万 | 0.00% | 388 | 362 | 1,392.3% | $12.06万 | 加仓 |
| AVTR | AVANTOR INC | $12.89万 | 0.00% | 13,018 | 12,989 | 44,789.7% | $12.86万 | 重新持有 |
| HUBS | HUBSPOT INC | $12.85万 | 0.00% | 704 | 469 | 199.6% | $8.56万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $12.80万 | 0.00% | 3,829 | 154 | 4.2% | $5,149 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.79万 | 0.00% | 1,429 | 821 | 135.0% | $7.35万 | 加仓 |
| — | WISDOMTREE TR | $12.76万 | 0.00% | 973 | 0 | 0.0% | — | 不变 |
| AIN | ALBANY INTL CORP | $12.67万 | 0.00% | 1,701 | 29 | 1.7% | $2,160 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $12.66万 | 0.00% | 2,002 | 2,002 | — | $12.66万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOME OP | $12.51万 | 0.00% | 34,375 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $12.47万 | 0.00% | 425 | 14 | 3.4% | $4,109 | 加仓 |
| CNI | CANADIAN NATL RY CO | $12.47万 | 0.00% | 1,046 | -13,652 | -92.9% | -$162.79万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $12.46万 | 0.00% | 202 | -322 | -61.5% | -$19.86万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $12.45万 | 0.00% | 2,682 | 3 | 0.1% | $139 | 加仓 |
| REGL | PROSHARES TR | $12.36万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $12.36万 | 0.00% | 765 | 6 | 0.8% | $970 | 加仓 |
| WEX | WEX INC | $12.35万 | 0.00% | 875 | 26 | 3.1% | $3,668 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $12.26万 | 0.00% | 3,684 | 3,559 | 2,847.2% | $11.84万 | 加仓 |
| SOUN | SOUNDHOUND AI INC | $12.24万 | 0.00% | 18,914 | -3,208 | -14.5% | -$2.08万 | 减仓 |
| NSP | INSPERITY INC | $12.17万 | 0.00% | 2,946 | 46 | 1.6% | $1,900 | 加仓 |
| IXG | ISHARES TR | $11.98万 | 0.00% | 962 | 312 | 48.0% | $3.88万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $11.96万 | 0.00% | 1,331 | -33,220 | -96.1% | -$298.41万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $11.95万 | 0.00% | 4,417 | 343 | 8.4% | $9,279 | 加仓 |
| WDAY | WORKDAY INC | $11.92万 | 0.00% | 974 | 90 | 10.2% | $1.10万 | 加仓 |
| XPO | XPO INC | $11.85万 | 0.00% | 577 | 542 | 1,548.6% | $11.13万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC | $11.74万 | 0.00% | 1,539 | 6 | 0.4% | $458 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $11.74万 | 0.00% | 1,958 | 100 | 5.4% | $5,995 | 加仓 |
| UNG | UNITED STS NAT GAS FD LP | $11.72万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| XME | SPDR SERIES TRUST | $11.71万 | 0.00% | 1,095 | 1,068 | 3,955.6% | $11.42万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $11.68万 | 0.00% | 3,304 | 867 | 35.6% | $3.06万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $11.66万 | 0.00% | 4,485 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $11.56万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| LRGF | ISHARES TR | $11.55万 | 0.00% | 1,527 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $11.52万 | 0.00% | 1,269 | 18 | 1.4% | $1,635 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $11.48万 | 0.00% | 1,190 | 1,190 | — | $11.48万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $11.48万 | 0.00% | 2,266 | 2,266 | — | $11.48万 | 新建仓 |
| AUR | AURORA INNOVATION INC | $11.41万 | 0.00% | 16,737 | 24 | 0.1% | $164 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $11.37万 | 0.00% | 2,308 | 1,204 | 109.1% | $5.93万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $11.30万 | 0.00% | 2,145 | -1,159 | -35.1% | -$6.11万 | 减仓 |
| OSIS | OSI SYSTEMS INC | $11.29万 | 0.00% | 516 | 16 | 3.2% | $3,499 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $11.25万 | 0.00% | 791 | 412 | 108.7% | $5.86万 | 加仓 |
| DVA | DAVITA INC | $11.24万 | 0.00% | 505 | -1,079 | -68.1% | -$24.01万 | 减仓 |
| MTZ | MASTEC INC | $11.23万 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK ETF TRUST II | $11.23万 | 0.00% | 3,039 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.19万 | 0.00% | 10,298 | 697 | 7.3% | $7,576 | 加仓 |
| PATH | UIPATH INC | $11.16万 | 0.00% | 10,263 | 3,014 | 41.6% | $3.28万 | 加仓 |
| RBA | RB GLOBAL INC | $11.14万 | 0.00% | 957 | 609 | 175.0% | $7.09万 | 加仓 |
| TRP | TC ENERGY CORP | $11.14万 | 0.00% | 1,680 | 1,680 | — | $11.14万 | 新建仓 |
| BMI | BADGER METER INC | $11.13万 | 0.00% | 750 | 47 | 6.7% | $6,974 | 加仓 |
| SCI | SERVICE CORP INTL | $11.11万 | 0.00% | 1,463 | 101 | 7.4% | $7,672 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $11.06万 | 0.00% | 4,771 | 1 | 0.0% | $23 | 加仓 |
| NWSA | NEWS CORP NEW | $11.04万 | 0.00% | 4,445 | 4,309 | 3,168.4% | $10.70万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $11.03万 | 0.00% | 30,062 | 28,583 | 1,932.6% | $10.49万 | 重新持有 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $11.01万 | 0.00% | 6,932 | -129 | -1.8% | -$2,049 | 减仓 |
| — | BLACKROCK ETF TRUST II | $10.99万 | 0.00% | 3,173 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $10.96万 | 0.00% | 2,645 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $10.89万 | 0.00% | 775 | 740 | 2,114.3% | $10.40万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $10.89万 | 0.00% | 1,040 | -2,027 | -66.1% | -$21.22万 | 减仓 |
| WCC | WESCO INTL INC | $10.88万 | 0.00% | 315 | 37 | 13.3% | $1.28万 | 加仓 |
| IHAK | ISHARES TR | $10.83万 | 0.00% | 1,785 | 1 | 0.1% | $61 | 加仓 |
| EQT | EQT CORP | $10.82万 | 0.00% | 2,035 | 176 | 9.5% | $9,359 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $10.78万 | 0.00% | 1,818 | 1,818 | — | $10.78万 | 新建仓 |
| HELE | HELEN OF TROY LTD | $10.69万 | 0.00% | 3,676 | 19 | 0.5% | $552 | 加仓 |
| FELE | FRANKLIN ELEC INC | $10.67万 | 0.00% | 996 | 28 | 2.9% | $3,001 | 加仓 |
| TLTE | FLEXSHARES TR | $10.64万 | 0.00% | 1,375 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $10.63万 | 0.00% | 1,030 | -602 | -36.9% | -$6.21万 | 减仓 |
| — | ISHARES TR | $10.57万 | 0.00% | 1,595 | 64 | 4.2% | $4,241 | 加仓 |
| GPN | GLOBAL PMTS INC | $10.47万 | 0.00% | 1,443 | 267 | 22.7% | $1.94万 | 加仓 |
| DTM | DT MIDSTREAM INC | $10.33万 | 0.00% | 704 | 47 | 7.2% | $6,897 | 加仓 |
| ALC | ALCON AG | $10.32万 | 0.00% | 1,535 | 1,212 | 375.2% | $8.15万 | 加仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $10.31万 | 0.00% | 1,224 | 1,199 | 4,796.0% | $10.10万 | 加仓 |
| NMR | NOMURA HLDGS INC | $10.31万 | 0.00% | 11,739 | 11,739 | — | $10.31万 | 新建仓 |
| DXCM | DEXCOM INC | $10.30万 | 0.00% | 1,529 | 695 | 83.3% | $4.68万 | 加仓 |
| SE | SEA LTD | $10.27万 | 0.00% | 1,072 | 695 | 184.4% | $6.66万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $10.23万 | 0.00% | 6,666 | 81 | 1.2% | $1,243 | 加仓 |
| POWL | POWELL INDS INC | $10.14万 | 0.00% | 354 | 204 | 136.0% | $5.84万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $10.13万 | 0.00% | 346 | 118 | 51.8% | $3.46万 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $10.08万 | 0.00% | 1,961 | 1,961 | — | $10.08万 | 新建仓 |
| CAVA | CAVA GROUP INC | $10.05万 | 0.00% | 1,281 | 3 | 0.2% | $235 | 加仓 |
| MGA | MAGNA INTL INC | $9.94万 | 0.00% | 1,514 | 1,514 | — | $9.94万 | 新建仓 |
| ITT | ITT INC | $9.91万 | 0.00% | 501 | 162 | 47.8% | $3.21万 | 加仓 |
| LEN | LENNAR CORP | $9.83万 | 0.00% | 1,086 | -302 | -21.8% | -$2.73万 | 减仓 |
| IREN | IREN LIMITED | $9.81万 | 0.00% | 2,145 | 261 | 13.9% | $1.19万 | 加仓 |
| IVLU | ISHARES TR | $9.80万 | 0.00% | 2,343 | 2,343 | — | $9.80万 | 新建仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $9.75万 | 0.00% | 2,358 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $9.74万 | 0.00% | 8,601 | 179 | 2.1% | $2,026 | 加仓 |
| — | WISDOMTREE TR | $9.71万 | 0.00% | 1,414 | 15 | 1.1% | $1,030 | 加仓 |
| MTH | MERITAGE HOMES CORP | $9.68万 | 0.00% | 1,154 | 15 | 1.3% | $1,258 | 加仓 |