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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC | $9.67万 | 0.00% | 3,298 | 1,201 | 57.3% | $3.52万 | 加仓 |
| HACK | AMPLIFY ETF TR | $9.66万 | 0.00% | 921 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $9.66万 | 0.00% | 1,962 | 1,928 | 5,670.6% | $9.49万 | 重新持有 |
| NVR | NVR INC | $9.54万 | 0.00% | 14 | 2 | 16.7% | $1.36万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR 看涨期权 | $9.53万 | 0.00% | 500 | 500 | — | $9.53万 | 新建仓 |
| WF | WOORI FINL GROUP INC | $9.52万 | 0.00% | 1,658 | 1,658 | — | $9.52万 | 新建仓 |
| PRAA | PRA GROUP INC | $9.51万 | 0.00% | 5,009 | 5,007 | 250,350.0% | $9.51万 | 重新持有 |
| IBB | ISHARES TR 看跌期权 | $9.51万 | 0.00% | 500 | 500 | — | $9.51万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $9.46万 | 0.00% | 1,065 | -17 | -1.6% | -$1,511 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $9.43万 | 0.00% | 861 | 38 | 4.6% | $4,162 | 加仓 |
| APA | APA CORPORATION | $9.39万 | 0.00% | 2,884 | 2,731 | 1,785.0% | $8.89万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $9.37万 | 0.00% | 2,765 | 2,748 | 16,164.7% | $9.31万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $9.36万 | 0.00% | 1,379 | 1,294 | 1,522.4% | $8.78万 | 加仓 |
| EVRG | EVERGY INC | $9.36万 | 0.00% | 1,083 | 971 | 867.0% | $8.39万 | 加仓 |
| JHX | JAMES HARDIE INDS PLC | $9.35万 | 0.00% | 3,571 | -8,174 | -69.6% | -$21.40万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.32万 | 0.00% | 2,387 | 12 | 0.5% | $469 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $9.30万 | 0.00% | 669 | -2 | -0.3% | -$278 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $9.27万 | 0.00% | 3,776 | 130 | 3.6% | $3,191 | 加仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $9.24万 | 0.00% | 5,029 | -4,971 | -49.7% | -$9.13万 | 减仓 |
| IR | INGERSOLL RAND INC | $9.17万 | 0.00% | 1,119 | 480 | 75.1% | $3.94万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $9.14万 | 0.00% | 8,829 | 191 | 2.2% | $1,977 | 加仓 |
| AVY | AVERY DENNISON CORP | $9.13万 | 0.00% | 562 | 465 | 479.4% | $7.55万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $9.11万 | 0.00% | 2,126 | 546 | 34.6% | $2.34万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $9.09万 | 0.00% | 4,065 | 91 | 2.3% | $2,035 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $9.01万 | 0.00% | 105 | -289 | -73.4% | -$24.80万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $8.96万 | 0.00% | 1,198 | 469 | 64.3% | $3.51万 | 加仓 |
| UPST | UPSTART HLDGS INC | $8.90万 | 0.00% | 2,513 | 1,013 | 67.5% | $3.59万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $8.90万 | 0.00% | 3,157 | 3,087 | 4,410.0% | $8.71万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $8.81万 | 0.00% | 2,397 | 40 | 1.7% | $1,471 | 加仓 |
| E | ENI SPA | $8.78万 | 0.00% | 1,873 | 1,873 | — | $8.78万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $8.78万 | 0.00% | 602 | 602 | — | $8.78万 | 新建仓 |
| ILMN | ILLUMINA INC | $8.73万 | 0.00% | 497 | -2,885 | -85.3% | -$50.68万 | 减仓 |
| WWD | WOODWARD INC | $8.72万 | 0.00% | 205 | 190 | 1,266.7% | $8.08万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $8.69万 | 0.00% | 305 | 5 | 1.7% | $1,425 | 加仓 |
| WSE | WISE GROUP PLC | $8.69万 | 0.00% | 7,294 | 7,294 | — | $8.69万 | 新建仓 |
| TY | TRI CONTL CORP | $8.61万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $8.58万 | 0.00% | 1,096 | 1,054 | 2,509.5% | $8.25万 | 加仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $8.55万 | 0.00% | 3,376 | 8 | 0.2% | $203 | 加仓 |
| QNT | QUANTINUUM INC | $8.55万 | 0.00% | 1,046 | 1,046 | — | $8.55万 | 新建仓 |
| RYN | RAYONIER INC | $8.54万 | 0.00% | 4,011 | 3,929 | 4,791.5% | $8.36万 | 加仓 |
| G | GENPACT LIMITED | $8.50万 | 0.00% | 3,090 | 3,037 | 5,730.2% | $8.35万 | 加仓 |
| STM | STMICROELECTRONICS N V | $8.49万 | 0.00% | 1,133 | 1,133 | — | $8.49万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $8.48万 | 0.00% | 1,926 | 1,727 | 867.8% | $7.61万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $8.47万 | 0.00% | 20,368 | 368 | 1.8% | $1,531 | 加仓 |
| PICK | ISHARES INC | $8.47万 | 0.00% | 1,457 | 1,307 | 871.3% | $7.60万 | 加仓 |
| EVR | EVERCORE INC | $8.43万 | 0.00% | 247 | -566 | -69.6% | -$19.33万 | 减仓 |
| FFLC | FIDELITY COVINGTON TRUST | $8.40万 | 0.00% | 1,425 | -743 | -34.3% | -$4.38万 | 减仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $8.35万 | 0.00% | 427 | 27 | 6.8% | $5,282 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $8.19万 | 0.00% | 522 | 502 | 2,510.0% | $7.88万 | 加仓 |
| COPX | GLOBAL X FDS | $8.17万 | 0.00% | 1,062 | 989 | 1,354.8% | $7.61万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $8.17万 | 0.00% | 800 | 573 | 252.4% | $5.85万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $8.17万 | 0.00% | 485 | 485 | — | $8.17万 | 新建仓 |
| ICLN | ISHARES TR | $8.17万 | 0.00% | 3,987 | 3,558 | 829.4% | $7.29万 | 加仓 |
| DSI | ISHARES TR | $8.14万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC | $8.13万 | 0.00% | 627 | -1,012 | -61.7% | -$13.12万 | 减仓 |
| DSGN | DESIGN THERAPEUTICS INC | $8.12万 | 0.00% | 5,610 | 5,000 | 819.7% | $7.24万 | 加仓 |
| FMAO | FARMERS & MERCHANTS BANCORP | $8.09万 | 0.00% | 2,645 | 22 | 0.8% | $673 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $8.09万 | 0.00% | 515 | 507 | 6,337.5% | $7.96万 | 加仓 |
| GIB | CGI INC | $8.08万 | 0.00% | 1,252 | 1,101 | 729.1% | $7.11万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $8.05万 | 0.00% | 1,321 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $8.05万 | 0.00% | 3,243 | 2,584 | 392.1% | $6.41万 | 加仓 |
| FOXA | FOX CORP | $8.03万 | 0.00% | 1,539 | 1,460 | 1,848.1% | $7.62万 | 加仓 |
| — | BLACKSTONE MORTGAGE TRUST IN | $7.96万 | 0.00% | 80,000 | 0 | 0.0% | — | 不变 |
| EWC | ISHARES INC | $7.94万 | 0.00% | 1,378 | 1,378 | — | $7.94万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $7.88万 | 0.00% | 949 | -1,820 | -65.7% | -$15.12万 | 减仓 |
| — | INVESCO CURRENCYSHARES AUSTR | $7.88万 | 0.00% | 1,149 | -118 | -9.3% | -$8,092 | 减仓 |
| LAES | SEALSQ CORP | $7.88万 | 0.00% | 25,000 | 25,000 | — | $7.88万 | 新建仓 |
| DT | DYNATRACE INC | $7.84万 | 0.00% | 1,786 | 1,661 | 1,328.8% | $7.29万 | 加仓 |
| NWS | NEWS CORP NEW | $7.78万 | 0.00% | 2,774 | 2,702 | 3,752.8% | $7.58万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $7.74万 | 0.00% | 350 | 350 | — | $7.74万 | 新建仓 |
| INSM | INSMED INC | $7.73万 | 0.00% | 725 | 713 | 5,941.7% | $7.60万 | 重新持有 |
| ROL | ROLLINS INC | $7.72万 | 0.00% | 1,850 | 1,607 | 661.3% | $6.71万 | 加仓 |
| CCK | CROWN HLDGS INC | $7.68万 | 0.00% | 687 | -2,559 | -78.8% | -$28.61万 | 减仓 |
| CNA | CNA FINL CORP | $7.68万 | 0.00% | 1,579 | 1,563 | 9,768.8% | $7.60万 | 重新持有 |
| XLK | SELECT SECTOR SPDR TR 看跌期权 | $7.62万 | 0.00% | 400 | 400 | — | $7.62万 | 新建仓 |
| VALE | VALE S A | $7.37万 | 0.00% | 4,897 | 60 | 1.2% | $902 | 加仓 |
| IQLT | ISHARES TR | $7.36万 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $7.33万 | 0.00% | 963 | 63 | 7.0% | $4,797 | 加仓 |
| OXM | OXFORD INDS INC | $7.30万 | 0.00% | 2,094 | 55 | 2.7% | $1,918 | 加仓 |
| GATX | GATX CORP | $7.26万 | 0.00% | 410 | -39 | -8.7% | -$6,910 | 减仓 |
| — | BITWISE HYPERLIQUID ETF | $7.26万 | 0.00% | 1,975 | 1,975 | — | $7.26万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $7.22万 | 0.00% | 2,781 | 782 | 39.1% | $2.03万 | 加仓 |
| DUOT | DUOS TECHNOLOGIES GROUP INC | $7.20万 | 0.00% | 6,000 | 5,795 | 2,826.8% | $6.95万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $7.18万 | 0.00% | 879 | 879 | — | $7.18万 | 新建仓 |
| RBC | RBC BEARINGS INC | $7.15万 | 0.00% | 111 | 101 | 1,010.0% | $6.51万 | 加仓 |
| MKSI | MKS INC. | $7.12万 | 0.00% | 160 | 105 | 190.9% | $4.67万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $7.10万 | 0.00% | 864 | 830 | 2,441.2% | $6.82万 | 加仓 |
| BRO | BROWN & BROWN INC | $7.10万 | 0.00% | 1,107 | -1,328 | -54.5% | -$8.52万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV | $7.09万 | 0.00% | 4,071 | 3,938 | 2,960.9% | $6.86万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $7.08万 | 0.00% | 1,255 | -71 | -5.4% | -$4,007 | 减仓 |
| CAMT | CAMTEK LTD | $7.08万 | 0.00% | 434 | 434 | — | $7.08万 | 新建仓 |
| CDRE | CADRE HLDGS INC | $7.08万 | 0.00% | 2,483 | 14 | 0.6% | $399 | 加仓 |
| TTEK | TETRA TECH INC NEW | $7.05万 | 0.00% | 2,441 | 366 | 17.6% | $1.06万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $7.05万 | 0.00% | 1,474 | 1,463 | 13,300.0% | $6.99万 | 加仓 |
| AES | AES CORP | $7.04万 | 0.00% | 4,803 | -134,767 | -96.6% | -$197.57万 | 减仓 |
| VTRS | VIATRIS INC | $6.95万 | 0.00% | 4,374 | 686 | 18.6% | $1.09万 | 加仓 |
| — | VERITONE INC | $6.87万 | 0.00% | 50,171 | 50,171 | — | $6.87万 | 新建仓 |
| — | CORVEX INC | $6.82万 | 0.00% | 3,140 | 3,140 | — | $6.82万 | 新建仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $6.75万 | 0.00% | 2,772 | 2,772 | — | $6.75万 | 新建仓 |
| SHE | SPDR SERIES TRUST | $6.75万 | 0.00% | 437 | 0 | 0.0% | — | 不变 |