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 |
|---|---|---|---|---|---|---|---|---|
| IBTL | ISHARES TR | $4.95万 | 0.00% | 2,450 | 2,450 | — | $4.95万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $4.95万 | 0.00% | 1,049 | 805 | 329.9% | $3.80万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $4.94万 | 0.00% | 2,008 | 1,571 | 359.5% | $3.87万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $4.94万 | 0.00% | 938 | 835 | 810.7% | $4.40万 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $4.94万 | 0.00% | 400 | -1,831 | -82.1% | -$22.60万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $4.93万 | 0.00% | 1,095 | 697 | 175.1% | $3.14万 | 加仓 |
| TFII | TFI INTERNATIONAL INC | $4.92万 | 0.00% | 343 | 154 | 81.5% | $2.21万 | 加仓 |
| PSO | PEARSON PLC | $4.90万 | 0.00% | 3,086 | 3,086 | — | $4.90万 | 新建仓 |
| IYE | ISHARES TR | $4.90万 | 0.00% | 866 | 5 | 0.6% | $283 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $4.88万 | 0.00% | 525 | -10 | -1.9% | -$929 | 减仓 |
| RDY | DR REDDYS LABS LTD | $4.84万 | 0.00% | 3,338 | 3,338 | — | $4.84万 | 新建仓 |
| NTNX | NUTANIX INC | $4.83万 | 0.00% | 948 | -4,853 | -83.7% | -$24.73万 | 减仓 |
| SIL | GLOBAL X FDS | $4.81万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $4.79万 | 0.00% | 300 | -399 | -57.1% | -$6.37万 | 减仓 |
| FOX | FOX CORP | $4.78万 | 0.00% | 1,021 | 986 | 2,817.1% | $4.62万 | 加仓 |
| IVZ | INVESCO LTD | $4.78万 | 0.00% | 1,811 | 1,613 | 814.6% | $4.26万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $4.71万 | 0.00% | 1,237 | -638 | -34.0% | -$2.43万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $4.69万 | 0.00% | 1,014 | 1,014 | — | $4.69万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $4.69万 | 0.00% | 2,899 | 1,592 | 121.8% | $2.57万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $4.68万 | 0.00% | 1,184 | 1,184 | — | $4.68万 | 新建仓 |
| HIMS | HIMS & HERS HEALTH INC | $4.66万 | 0.00% | 1,343 | 5 | 0.4% | $173 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4.66万 | 0.00% | 642 | 499 | 349.0% | $3.62万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $4.63万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $4.63万 | 0.00% | 190 | 189 | 18,900.0% | $4.60万 | 重新持有 |
| — | NACCO INDS INC | $4.62万 | 0.00% | 923 | 1 | 0.1% | $50 | 加仓 |
| TTC | TORO CO | $4.62万 | 0.00% | 474 | -2,781 | -85.4% | -$27.09万 | 减仓 |
| EPAM | EPAM SYS INC | $4.60万 | 0.00% | 580 | 483 | 497.9% | $3.83万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $4.59万 | 0.00% | 2,486 | 2,486 | — | $4.59万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $4.54万 | 0.00% | 583 | 525 | 905.2% | $4.09万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $4.54万 | 0.00% | 241 | 174 | 259.7% | $3.28万 | 加仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $4.54万 | 0.00% | 600 | 3 | 0.5% | $227 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $4.52万 | 0.00% | 256 | -798 | -75.7% | -$14.08万 | 减仓 |
| STIP | ISHARES TR | $4.52万 | 0.00% | 442 | 0 | 0.0% | — | 不变 |
| SYM | SYMBOTIC INC | $4.50万 | 0.00% | 1,001 | 1 | 0.1% | $45 | 加仓 |
| HCKT | HACKETT GROUP INC | $4.46万 | 0.00% | 4,137 | 43 | 1.1% | $463 | 加仓 |
| LEA | LEAR CORP | $4.45万 | 0.00% | 332 | 317 | 2,113.3% | $4.25万 | 加仓 |
| BOTZ | GLOBAL X FDS | $4.45万 | 0.00% | 1,173 | -1,090 | -48.2% | -$4.14万 | 减仓 |
| AGCO | AGCO CORP | $4.43万 | 0.00% | 370 | 350 | 1,750.0% | $4.19万 | 加仓 |
| VFC | V F CORP | $4.41万 | 0.00% | 2,646 | 2,532 | 2,221.1% | $4.22万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $4.39万 | 0.00% | 509 | 479 | 1,596.7% | $4.13万 | 加仓 |
| SNA | SNAP ON INC | $4.39万 | 0.00% | 109 | 52 | 91.2% | $2.09万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $4.38万 | 0.00% | 700 | -61 | -8.0% | -$3,820 | 减仓 |
| ARW | ARROW ELECTRS INC | $4.38万 | 0.00% | 205 | 190 | 1,266.7% | $4.05万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $4.37万 | 0.00% | 202 | -3 | -1.5% | -$649 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.35万 | 0.00% | 2,220 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $4.34万 | 0.00% | 160 | -1,645 | -91.1% | -$44.65万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $4.32万 | 0.00% | 555 | 553 | 27,650.0% | $4.30万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $4.32万 | 0.00% | 1,403 | 1,363 | 3,407.5% | $4.19万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $4.29万 | 0.00% | 4,054 | -10,724 | -72.6% | -$11.34万 | 减仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4.27万 | 0.00% | 334 | 191 | 133.6% | $2.44万 | 加仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $4.26万 | 0.00% | 400 | 400 | — | $4.26万 | 新建仓 |
| IHE | ISHARES TR | $4.25万 | 0.00% | 429 | 429 | — | $4.25万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $4.24万 | 0.00% | 468 | 137 | 41.4% | $1.24万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $4.24万 | 0.00% | 3,322 | -12,238 | -78.7% | -$15.62万 | 减仓 |
| PTC | PTC INC | $4.23万 | 0.00% | 372 | 132 | 55.0% | $1.50万 | 加仓 |
| MGK | VANGUARD WORLD FD | $4.22万 | 0.00% | 480 | 20 | 4.3% | $1,758 | 加仓 |
| QGEN | QIAGEN NV | $4.22万 | 0.00% | 1,078 | 1,078 | — | $4.22万 | 新建仓 |
| JACK | JACK IN THE BOX INC | $4.20万 | 0.00% | 2,656 | 3 | 0.1% | $47 | 加仓 |
| CR | CRANE COMPANY | $4.19万 | 0.00% | 188 | 188 | — | $4.19万 | 新建仓 |
| GT | GOODYEAR TIRE & RUBR CO | $4.17万 | 0.00% | 6,320 | -549 | -8.0% | -$3,623 | 减仓 |
| AR | ANTERO RESOURCES CORP | $4.17万 | 0.00% | 1,187 | 1,120 | 1,671.6% | $3.94万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $4.15万 | 0.00% | 613 | 442 | 258.5% | $3.00万 | 加仓 |
| IDA | IDACORP INC | $4.15万 | 0.00% | 274 | 264 | 2,640.0% | $3.99万 | 加仓 |
| — | SABA CAPITAL INCOME & OPPORT | $4.11万 | 0.00% | 4,917 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $4.10万 | 0.00% | 788 | 592 | 302.0% | $3.08万 | 加仓 |
| INOD | INNODATA INC | $4.10万 | 0.00% | 542 | 502 | 1,255.0% | $3.79万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $4.09万 | 0.00% | 363 | 353 | 3,530.0% | $3.98万 | 加仓 |
| FRVO | FERVO ENERGY CO | $4.09万 | 0.00% | 1,400 | 1,400 | — | $4.09万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $4.08万 | 0.00% | 1,417 | 1,417 | — | $4.08万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $4.07万 | 0.00% | 435 | 117 | 36.8% | $1.10万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $4.06万 | 0.00% | 2,680 | 137 | 5.4% | $2,077 | 加仓 |
| LIT | GLOBAL X FDS | $4.06万 | 0.00% | 518 | 500 | 2,777.8% | $3.92万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $4.03万 | 0.00% | 647 | 640 | 9,142.9% | $3.98万 | 重新持有 |
| AOS | SMITH A O CORP | $4.02万 | 0.00% | 641 | 308 | 92.5% | $1.93万 | 加仓 |
| POOL | POOL CORP | $4.02万 | 0.00% | 187 | 139 | 289.6% | $2.99万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $4.01万 | 0.00% | 177 | 113 | 176.6% | $2.56万 | 加仓 |
| EXI | ISHARES TR | $4.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X FDS | $4.00万 | 0.00% | 609 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $3.99万 | 0.00% | 1,040 | 1,040 | — | $3.99万 | 新建仓 |
| SN | SHARKNINJA INC | $3.99万 | 0.00% | 262 | 216 | 469.6% | $3.29万 | 重新持有 |
| — | INVESCO EXCHANGE TRADED FD T | $3.94万 | 0.00% | 321 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $3.91万 | 0.00% | 1,027 | 987 | 2,467.5% | $3.76万 | 加仓 |
| UGI | UGI CORP NEW | $3.91万 | 0.00% | 1,132 | 1,057 | 1,409.3% | $3.65万 | 加仓 |
| CVNA | CARVANA CO | $3.90万 | 0.00% | 592 | 372 | 169.1% | $2.45万 | 加仓 |
| INFY | INFOSYS LTD | $3.89万 | 0.00% | 3,710 | 2,900 | 358.0% | $3.04万 | 加仓 |
| HBM | HUDBAY MINERALS INC | $3.88万 | 0.00% | 1,645 | 1,645 | — | $3.88万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $3.87万 | 0.00% | 145 | 145 | — | $3.87万 | 新建仓 |
| PI | IMPINJ INC | $3.87万 | 0.00% | 270 | 248 | 1,127.3% | $3.55万 | 重新持有 |
| OMF | ONEMAIN HLDGS INC | $3.87万 | 0.00% | 634 | 455 | 254.2% | $2.77万 | 重新持有 |
| PKOH | PARK-OHIO HLDGS CORP | $3.85万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VICR | VICOR CORP | $3.84万 | 0.00% | 101 | 94 | 1,342.9% | $3.57万 | 加仓 |
| AX | AXOS FINANCIAL INC | $3.83万 | 0.00% | 393 | -83 | -17.4% | -$8,084 | 减仓 |
| CCI | CROWN CASTLE INC | $3.79万 | 0.00% | 501 | 163 | 48.2% | $1.23万 | 加仓 |
| GNW | GENWORTH FINL INC | $3.77万 | 0.00% | 3,981 | 3,935 | 8,554.3% | $3.73万 | 重新持有 |
| ESS | ESSEX PPTY TR INC | $3.76万 | 0.00% | 129 | 92 | 248.6% | $2.68万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $3.74万 | 0.00% | 429 | 389 | 972.5% | $3.39万 | 加仓 |
| KIM | KIMCO REALTY CORP | $3.74万 | 0.00% | 1,474 | 889 | 152.0% | $2.25万 | 加仓 |
| AI | C3 AI INC | $3.73万 | 0.00% | 4,102 | 2,087 | 103.6% | $1.90万 | 加仓 |
| — | ONCOLYTICS BIOTECH INC | $3.70万 | 0.00% | 39,000 | 39,000 | — | $3.70万 | 新建仓 |
| CORT | CORCEPT THERAPEUTICS INC | $3.70万 | 0.00% | 426 | 419 | 5,985.7% | $3.64万 | 重新持有 |