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 |
|---|---|---|---|---|---|---|---|---|
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.74万 | 0.00% | 224 | 108 | 93.1% | $3.25万 | 加仓 |
| GLPI | GAMING & LEISURE P | $6.74万 | 0.00% | 1,513 | 8 | 0.5% | $356 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6.69万 | 0.00% | 246 | 243 | 8,100.0% | $6.61万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $6.68万 | 0.00% | 237 | -123 | -34.2% | -$3.46万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE | $6.67万 | 0.00% | 953 | -3,582 | -79.0% | -$25.07万 | 减仓 |
| DGS | WISDOMTREE TR | $6.67万 | 0.00% | 1,030 | 0 | 0.0% | — | 不变 |
| IYC | ISHARES TR | $6.62万 | 0.00% | 655 | 0 | 0.0% | — | 不变 |
| CTRE | CARETRUST REIT INC | $6.61万 | 0.00% | 1,639 | 1,005 | 158.5% | $4.06万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $6.61万 | 0.00% | 725 | -1,800 | -71.3% | -$16.41万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $6.60万 | 0.00% | 3,126 | 2,760 | 754.1% | $5.83万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $6.60万 | 0.00% | 1,068 | 547 | 105.0% | $3.38万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $6.58万 | 0.00% | 1,800 | 1,800 | — | $6.58万 | 新建仓 |
| RSPN | INVESCO EXCHANGE TRADED FD T | $6.56万 | 0.00% | 1,025 | 3 | 0.3% | $192 | 加仓 |
| ARGX | ARGENX SE | $6.49万 | 0.00% | 70 | 68 | 3,400.0% | $6.31万 | 重新持有 |
| NN | NEXTNAV INC | $6.48万 | 0.00% | 3,636 | 4 | 0.1% | $71 | 加仓 |
| CHAT | TIDAL TRUST II | $6.46万 | 0.00% | 655 | 15 | 2.3% | $1,480 | 加仓 |
| AMCR | AMCOR PLC | $6.44万 | 0.00% | 1,485 | 1,356 | 1,051.2% | $5.88万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $6.44万 | 0.00% | 1,266 | 45 | 3.7% | $2,288 | 加仓 |
| — | PALLADYNE AI CORP | $6.43万 | 0.00% | 10,570 | 7,570 | 252.3% | $4.60万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $6.42万 | 0.00% | 3,590 | 1,923 | 115.4% | $3.44万 | 加仓 |
| GAP | GAP INC | $6.36万 | 0.00% | 3,406 | 3,007 | 753.6% | $5.62万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $6.36万 | 0.00% | 618 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $6.34万 | 0.00% | 906 | 797 | 731.2% | $5.58万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $6.34万 | 0.00% | 700 | 700 | — | $6.34万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $6.31万 | 0.00% | 2,320 | 1,801 | 347.0% | $4.90万 | 加仓 |
| CUBE | CUBESMART | $6.30万 | 0.00% | 1,583 | 1,528 | 2,778.2% | $6.08万 | 加仓 |
| MOS | MOSAIC CO | $6.24万 | 0.00% | 2,944 | 2,808 | 2,064.7% | $5.95万 | 加仓 |
| MOAT | VANECK ETF TRUST | $6.24万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $6.22万 | 0.00% | 438 | 438 | — | $6.22万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $6.21万 | 0.00% | 1,530 | 1,320 | 628.6% | $5.36万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $6.18万 | 0.00% | 541 | 270 | 99.6% | $3.08万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $6.13万 | 0.00% | 1,632 | 1,632 | — | $6.13万 | 新建仓 |
| NU | NU HLDGS LTD | $6.10万 | 0.00% | 4,566 | -1,661 | -26.7% | -$2.22万 | 减仓 |
| DXJ | WISDOMTREE TR | $6.07万 | 0.00% | 350 | 350 | — | $6.07万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $6.06万 | 0.00% | 550 | 545 | 10,900.0% | $6.01万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $6.06万 | 0.00% | 1,146 | -616 | -35.0% | -$3.26万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $6.04万 | 0.00% | 72 | 62 | 620.0% | $5.20万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $6.03万 | 0.00% | 1,320 | 4 | 0.3% | $183 | 加仓 |
| — | ISHARES TR | $6.01万 | 0.00% | 1,500 | 1,500 | — | $6.01万 | 新建仓 |
| BAP | CREDICORP LTD | $6.00万 | 0.00% | 154 | 119 | 340.0% | $4.64万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $5.98万 | 0.00% | 1,131 | 981 | 654.0% | $5.18万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $5.98万 | 0.00% | 289 | 230 | 389.8% | $4.76万 | 加仓 |
| FICO | FAIR ISAAC CORP | $5.97万 | 0.00% | 50 | -65 | -56.5% | -$7.77万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $5.96万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES INC | $5.96万 | 0.00% | 188 | -1,346 | -87.7% | -$42.64万 | 减仓 |
| THG | HANOVER INS GROUP INC | $5.95万 | 0.00% | 278 | 264 | 1,885.7% | $5.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.94万 | 0.00% | 1,930 | -994 | -34.0% | -$3.06万 | 减仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $5.93万 | 0.00% | 1,823 | 42 | 2.4% | $1,365 | 加仓 |
| NXT | NEXTPOWER INC | $5.90万 | 0.00% | 495 | 100 | 25.3% | $1.19万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $5.89万 | 0.00% | 2,647 | 2,265 | 592.9% | $5.04万 | 加仓 |
| — | INVESCO GALAXY BITCOIN ETF | $5.84万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $5.84万 | 0.00% | 1,342 | -659 | -32.9% | -$2.87万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $5.83万 | 0.00% | 1,620 | 470 | 40.9% | $1.69万 | 加仓 |
| REG | REGENCY CTRS CORP | $5.81万 | 0.00% | 729 | 295 | 68.0% | $2.35万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $5.81万 | 0.00% | 2,450 | -52,136 | -95.5% | -$123.62万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $5.81万 | 0.00% | 345 | -1,974 | -85.1% | -$33.23万 | 减仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $5.77万 | 0.00% | 1,117 | 27 | 2.5% | $1,394 | 加仓 |
| DOCU | DOCUSIGN INC | $5.76万 | 0.00% | 1,297 | 735 | 130.8% | $3.26万 | 加仓 |
| CIEN | CIENA CORP | $5.74万 | 0.00% | 117 | 84 | 254.5% | $4.12万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $5.72万 | 0.00% | 572 | 572 | — | $5.72万 | 新建仓 |
| OVV | OVINTIV INC | $5.70万 | 0.00% | 1,083 | 1,023 | 1,705.0% | $5.39万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $5.68万 | 0.00% | 344 | 304 | 760.0% | $5.02万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5.65万 | 0.00% | 187 | 183 | 4,575.0% | $5.53万 | 加仓 |
| EXPO | EXPONENT INC | $5.65万 | 0.00% | 961 | 72 | 8.1% | $4,231 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $5.64万 | 0.00% | 379 | 375 | 9,375.0% | $5.58万 | 加仓 |
| AVNT | AVIENT CORPORATION | $5.62万 | 0.00% | 1,521 | 226 | 17.5% | $8,353 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $5.62万 | 0.00% | 599 | 599 | — | $5.62万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $5.61万 | 0.00% | 233 | 230 | 7,666.7% | $5.54万 | 加仓 |
| RVTY | REVVITY INC | $5.59万 | 0.00% | 502 | 490 | 4,083.3% | $5.45万 | 加仓 |
| PPL | PPL CORP | $5.58万 | 0.00% | 1,534 | 1,375 | 864.8% | $5.00万 | 加仓 |
| TDF | TEMPLETON DRAGON FD INC | $5.53万 | 0.00% | 5,078 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $5.53万 | 0.00% | 3,678 | 1,951 | 113.0% | $2.93万 | 加仓 |
| NFRA | FLEXSHARES TR | $5.52万 | 0.00% | 861 | -5,275 | -86.0% | -$33.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.51万 | 0.00% | 1,996 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $5.45万 | 0.00% | 1,521 | 21 | 1.4% | $753 | 加仓 |
| MYE | MYERS INDS INC | $5.44万 | 0.00% | 1,540 | 114 | 8.0% | $4,026 | 加仓 |
| BXP | BXP INC | $5.42万 | 0.00% | 817 | 752 | 1,156.9% | $4.99万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $5.42万 | 0.00% | 526 | -1,117 | -68.0% | -$11.50万 | 减仓 |
| HDB | HDFC BANK LTD | $5.41万 | 0.00% | 2,096 | 1,546 | 281.1% | $3.99万 | 重新持有 |
| — | FRANKLIN SOLANA TR | $5.40万 | 0.00% | 4,213 | 2,514 | 148.0% | $3.22万 | 加仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $5.38万 | 0.00% | 2,016 | 1,716 | 572.0% | $4.58万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $5.35万 | 0.00% | 453 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $5.28万 | 0.00% | 681 | 3 | 0.4% | $233 | 加仓 |
| ATR | APTARGROUP INC | $5.19万 | 0.00% | 415 | 19 | 4.8% | $2,378 | 加仓 |
| FLOT | ISHARES TR | $5.17万 | 0.00% | 1,012 | 10 | 1.0% | $511 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $5.15万 | 0.00% | 1,655 | 1,655 | — | $5.15万 | 新建仓 |
| MTN | VAIL RESORTS INC | $5.13万 | 0.00% | 376 | 53 | 16.4% | $7,225 | 加仓 |
| CHE | CHEMED CORP NEW | $5.12万 | 0.00% | 110 | 98 | 816.7% | $4.56万 | 加仓 |
| BG | BUNGE GLOBAL SA | $5.12万 | 0.00% | 480 | 424 | 757.1% | $4.53万 | 加仓 |
| MLI | MUELLER INDS INC | $5.09万 | 0.00% | 414 | -2,853 | -87.3% | -$35.07万 | 减仓 |
| PDD | PDD HOLDINGS INC | $5.09万 | 0.00% | 667 | 667 | — | $5.09万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $5.09万 | 0.00% | 881 | 851 | 2,836.7% | $4.91万 | 加仓 |
| SNDA | SONIDA SENIOR LIVING INC | $5.06万 | 0.00% | 1,239 | -1,076 | -46.5% | -$4.39万 | 减仓 |
| — | GRANITESHARES ETF TR | $5.05万 | 0.00% | 4,375 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $5.03万 | 0.00% | 1,034 | 969 | 1,490.8% | $4.72万 | 加仓 |
| BWA | BORGWARNER INC | $5.00万 | 0.00% | 753 | -5,089 | -87.1% | -$33.79万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $5.00万 | 0.00% | 822 | -5,536 | -87.1% | -$33.65万 | 减仓 |
| ICSH | ISHARES TR | $4.99万 | 0.00% | 987 | 987 | — | $4.99万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $4.96万 | 0.00% | 633 | 395 | 166.0% | $3.10万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $4.96万 | 0.00% | 1,693 | 0 | 0.0% | — | 不变 |