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 |
|---|---|---|---|---|---|---|---|---|
| PNW | PINNACLE WEST CAP CORP | $3.70万 | 0.00% | 346 | 316 | 1,053.3% | $3.38万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $3.70万 | 0.00% | 808 | 164 | 25.5% | $7,500 | 加仓 |
| CE | CELANESE CORP DEL | $3.68万 | 0.00% | 800 | 706 | 751.1% | $3.25万 | 重新持有 |
| FMS | FRESENIUS MEDICAL CARE AG | $3.65万 | 0.00% | 1,613 | 1,613 | — | $3.65万 | 新建仓 |
| TAL | TAL ED GROUP | $3.64万 | 0.00% | 3,803 | 3,803 | — | $3.64万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $3.63万 | 0.00% | 123 | 33 | 36.7% | $9,747 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $3.63万 | 0.00% | 1,233 | 180 | 17.1% | $5,292 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $3.50万 | 0.00% | 705 | 435 | 161.1% | $2.16万 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $3.50万 | 0.00% | 92 | 77 | 513.3% | $2.93万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $3.50万 | 0.00% | 638 | 630 | 7,875.0% | $3.46万 | 重新持有 |
| KRE | SPDR SERIES TRUST | $3.48万 | 0.00% | 465 | -921 | -66.5% | -$6.89万 | 减仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $3.47万 | 0.00% | 137 | 137 | — | $3.47万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $3.44万 | 0.00% | 381 | 311 | 444.3% | $2.81万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $3.41万 | 0.00% | 876 | 755 | 624.0% | $2.94万 | 加仓 |
| IWC | ISHARES TR | $3.40万 | 0.00% | 170 | 91 | 115.2% | $1.82万 | 加仓 |
| MZTI | MARZETTI COMPANY | $3.39万 | 0.00% | 297 | 292 | 5,840.0% | $3.33万 | 加仓 |
| FLS | FLOWSERVE CORP | $3.38万 | 0.00% | 456 | 411 | 913.3% | $3.05万 | 加仓 |
| GTLB | GITLAB INC | $3.36万 | 0.00% | 1,102 | 1,019 | 1,227.7% | $3.11万 | 加仓 |
| NICE | NICE LTD | $3.36万 | 0.00% | 370 | 232 | 168.1% | $2.11万 | 重新持有 |
| XLRE | SELECT SECTOR SPDR TR | $3.36万 | 0.00% | 762 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X FDS | $3.35万 | 0.00% | 1,104 | 1,104 | — | $3.35万 | 新建仓 |
| — | PICS NV | $3.35万 | 0.00% | 3,150 | 3,150 | — | $3.35万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $3.34万 | 0.00% | 2,485 | 2,280 | 1,112.2% | $3.07万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $3.34万 | 0.00% | 326 | 229 | 236.1% | $2.34万 | 重新持有 |
| BKDV | BNY MELLON ETF TRUST II | $3.33万 | 0.00% | 995 | 0 | 0.0% | — | 不变 |
| FTAI | FTAI AVIATION LTD | $3.33万 | 0.00% | 123 | 108 | 720.0% | $2.92万 | 加仓 |
| GFI | GOLD FIELDS LTD | $3.33万 | 0.00% | 990 | 990 | — | $3.33万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $3.31万 | 0.00% | 139 | -290 | -67.6% | -$6.91万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $3.29万 | 0.00% | 5,571 | 5,471 | 5,471.0% | $3.23万 | 加仓 |
| VICI | VICI PPTYS INC | $3.29万 | 0.00% | 1,239 | -39 | -3.1% | -$1,035 | 减仓 |
| — | KRANESHARES TRUST | $3.29万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| GSAT | GLOBALSTAR INC | $3.28万 | 0.00% | 404 | 4 | 1.0% | $325 | 加仓 |
| — | DBX ETF TR | $3.26万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| HY | HYSTER-YALE INC | $3.26万 | 0.00% | 931 | 9 | 1.0% | $316 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $3.26万 | 0.00% | 287 | -2,045 | -87.7% | -$23.25万 | 减仓 |
| FUTU | FUTU HLDGS LTD | $3.26万 | 0.00% | 348 | 348 | — | $3.26万 | 新建仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $3.25万 | 0.00% | 2,350 | 0 | 0.0% | — | 不变 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $3.23万 | 0.00% | 1,598 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $3.23万 | 0.00% | 564 | -4,439 | -88.7% | -$25.40万 | 减仓 |
| AMH | AMERICAN HOMES 4 RENT | $3.22万 | 0.00% | 962 | 882 | 1,102.5% | $2.96万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $3.22万 | 0.00% | 142 | 120 | 545.5% | $2.72万 | 加仓 |
| R | RYDER SYS INC | $3.22万 | 0.00% | 122 | 5 | 4.3% | $1,319 | 加仓 |
| SETM | SPROTT FDS TR | $3.21万 | 0.00% | 1,031 | 1,031 | — | $3.21万 | 新建仓 |
| THC | TENET HEALTHCARE CORP | $3.20万 | 0.00% | 171 | -977 | -85.1% | -$18.28万 | 减仓 |
| FRO | FRONTLINE PLC | $3.20万 | 0.00% | 919 | 766 | 500.7% | $2.66万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $3.18万 | 0.00% | 40 | 6 | 17.6% | $4,769 | 加仓 |
| RUN | SUNRUN INC | $3.16万 | 0.00% | 2,363 | 14 | 0.6% | $187 | 加仓 |
| KAT | ADVISORS SER TR | $3.15万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $3.15万 | 0.00% | 743 | 441 | 146.0% | $1.87万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $3.15万 | 0.00% | 2,867 | 2,777 | 3,085.6% | $3.05万 | 重新持有 |
| PR | PERMIAN RESOURCES CORP | $3.14万 | 0.00% | 1,706 | 1,543 | 946.6% | $2.84万 | 加仓 |
| ONON | ON HLDG AG | $3.13万 | 0.00% | 885 | 33 | 3.9% | $1,169 | 加仓 |
| IHI | ISHARES TR | $3.13万 | 0.00% | 633 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $3.12万 | 0.00% | 3,328 | 3,328 | — | $3.12万 | 新建仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $3.12万 | 0.00% | 406 | 5 | 1.2% | $384 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $3.11万 | 0.00% | 223 | 192 | 619.4% | $2.67万 | 加仓 |
| GDX | VANECK ETF TRUST | $3.10万 | 0.00% | 411 | -3,661 | -89.9% | -$27.65万 | 减仓 |
| AGI | ALAMOS GOLD INC | $3.08万 | 0.00% | 1,015 | 559 | 122.6% | $1.70万 | 加仓 |
| BPOP | POPULAR INC | $3.07万 | 0.00% | 187 | 184 | 6,133.3% | $3.02万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $3.07万 | 0.00% | 737 | 101 | 15.9% | $4,206 | 加仓 |
| BTE | BAYTEX ENERGY CORP | $3.07万 | 0.00% | 7,670 | 7,670 | — | $3.07万 | 新建仓 |
| PKX | POSCO HOLDINGS INC | $3.05万 | 0.00% | 594 | 594 | — | $3.05万 | 新建仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $3.04万 | 0.00% | 501 | 288 | 135.2% | $1.75万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $3.03万 | 0.00% | 290 | 280 | 2,800.0% | $2.93万 | 加仓 |
| GEN | GEN DIGITAL INC | $3.03万 | 0.00% | 1,217 | 1,004 | 471.4% | $2.50万 | 加仓 |
| TTD | THE TRADE DESK INC | $3.02万 | 0.00% | 1,673 | -225 | -11.9% | -$4,068 | 减仓 |
| RSPD | INVESCO EXCHANGE TRADED FD T | $3.02万 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $3.01万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $3.01万 | 0.00% | 404 | 384 | 1,920.0% | $2.86万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3.00万 | 0.00% | 172 | 27 | 18.6% | $4,717 | 加仓 |
| IWM | ISHARES TR 看跌期权 | $3.00万 | 0.00% | 100 | 100 | — | $3.00万 | 新建仓 |
| FHN | FIRST HORIZON CORPORATION | $2.99万 | 0.00% | 1,166 | 1,011 | 652.3% | $2.59万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.98万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2.96万 | 0.00% | 5,029 | 5,029 | — | $2.96万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $2.95万 | 0.00% | 211 | 192 | 1,010.5% | $2.69万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2.95万 | 0.00% | 696 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.94万 | 0.00% | 415 | 378 | 1,021.6% | $2.68万 | 加仓 |
| U | UNITY SOFTWARE INC | $2.92万 | 0.00% | 1,023 | 973 | 1,946.0% | $2.78万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $2.92万 | 0.00% | 2,487 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC | $2.90万 | 0.00% | 553 | 3 | 0.5% | $157 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $2.89万 | 0.00% | 66 | -4,446 | -98.5% | -$194.58万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $2.88万 | 0.00% | 394 | -3,662 | -90.3% | -$26.74万 | 减仓 |
| UPBD | UPBOUND GROUP INC | $2.85万 | 0.00% | 1,344 | 144 | 12.0% | $3,056 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $2.85万 | 0.00% | 294 | 94 | 47.0% | $9,115 | 加仓 |
| TWLO | TWILIO INC | $2.83万 | 0.00% | 137 | 97 | 242.5% | $2.00万 | 加仓 |
| — | BNY MELLON ETF TRUST II | $2.82万 | 0.00% | 757 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $2.81万 | 0.00% | 2,164 | 54 | 2.6% | $702 | 加仓 |
| DCI | DONALDSON INC | $2.81万 | 0.00% | 313 | 278 | 794.3% | $2.50万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $2.81万 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $2.81万 | 0.00% | 485 | 0 | 0.0% | — | 不变 |
| ROIV | ROIVANT SCIENCES LTD | $2.80万 | 0.00% | 792 | 402 | 103.1% | $1.42万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $2.80万 | 0.00% | 271 | 261 | 2,610.0% | $2.70万 | 加仓 |
| CHWY | CHEWY INC | $2.78万 | 0.00% | 1,417 | 377 | 36.2% | $7,408 | 加仓 |
| — | GALECTIN THERAPEUTICS INC | $2.78万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| GMRS | GMR SOLUTIONS INC | $2.78万 | 0.00% | 1,800 | 1,800 | — | $2.78万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.78万 | 0.00% | 583 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $2.78万 | 0.00% | 2,875 | 2,875 | — | $2.78万 | 新建仓 |
| — | VANGUARD WORLD FD | $2.77万 | 0.00% | 289 | 289 | — | $2.77万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $2.75万 | 0.00% | 166 | 0 | 0.0% | — | 不变 |
| WLK | WESTLAKE CORPORATION | $2.74万 | 0.00% | 376 | 358 | 1,988.9% | $2.61万 | 加仓 |