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 |
|---|---|---|---|---|---|---|---|---|
| IOO | ISHARES TR | $2.73万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC | $2.73万 | 0.00% | 54 | 45 | 500.0% | $2.28万 | 加仓 |
| NTES | NETEASE COM INC | $2.70万 | 0.00% | 211 | 152 | 257.6% | $1.95万 | 加仓 |
| SRAD | SPORTRADAR GROUP AG | $2.69万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP | $2.69万 | 0.00% | 386 | -3,493 | -90.0% | -$24.37万 | 减仓 |
| CPT | CAMDEN PPTY TR | $2.68万 | 0.00% | 234 | 203 | 654.8% | $2.32万 | 加仓 |
| ALLY | ALLY FINL INC | $2.68万 | 0.00% | 583 | 518 | 796.9% | $2.38万 | 加仓 |
| AIP | ARTERIS INC | $2.67万 | 0.00% | 550 | 538 | 4,483.3% | $2.61万 | 重新持有 |
| PBF | PBF ENERGY INC | $2.67万 | 0.00% | 586 | 556 | 1,853.3% | $2.53万 | 加仓 |
| TIC | TIC SOLUTIONS INC | $2.64万 | 0.00% | 3,262 | 36 | 1.1% | $291 | 加仓 |
| CNH | CNH INDL N V | $2.64万 | 0.00% | 2,348 | 73 | 3.2% | $820 | 加仓 |
| AMBA | AMBARELLA INC | $2.63万 | 0.00% | 307 | 282 | 1,128.0% | $2.42万 | 重新持有 |
| W | WAYFAIR INC | $2.63万 | 0.00% | 285 | 226 | 383.1% | $2.09万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $2.62万 | 0.00% | 1,110 | 1,110 | — | $2.62万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.61万 | 0.00% | 1,032 | 32 | 3.2% | $810 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $2.61万 | 0.00% | 1,262 | 1,029 | 441.6% | $2.13万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $2.61万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| TTMI | TTM TECHNOLOGIES INC | $2.60万 | 0.00% | 139 | 114 | 456.0% | $2.13万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2.60万 | 0.00% | 668 | 181 | 37.2% | $7,037 | 加仓 |
| SOBO | SOUTH BOW CORP | $2.60万 | 0.00% | 737 | -1,413 | -65.7% | -$4.98万 | 重新持有 |
| FTI | TECHNIPFMC PLC | $2.59万 | 0.00% | 390 | -12,291 | -96.9% | -$81.49万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $2.58万 | 0.00% | 375 | -155 | -29.2% | -$1.07万 | 减仓 |
| DBEF | DBX ETF TR | $2.58万 | 0.00% | 472 | -25,064 | -98.2% | -$136.93万 | 减仓 |
| NCNO | NCINO INC | $2.57万 | 0.00% | 1,574 | 1,392 | 764.8% | $2.28万 | 重新持有 |
| AIS | TIDAL TRUST III | $2.56万 | 0.00% | 300 | 300 | — | $2.56万 | 新建仓 |
| H | HYATT HOTELS CORP | $2.56万 | 0.00% | 132 | -511 | -79.5% | -$9.91万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2.55万 | 0.00% | 375 | -2,460 | -86.8% | -$16.73万 | 减仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $2.55万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $2.53万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| AIR | AAR CORP | $2.53万 | 0.00% | 177 | 161 | 1,006.2% | $2.30万 | 重新持有 |
| RPRX | ROYALTY PHARMA PLC | $2.53万 | 0.00% | 451 | 404 | 859.6% | $2.27万 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $2.52万 | 0.00% | 4,304 | 4,304 | — | $2.52万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $2.51万 | 0.00% | 733 | 687 | 1,493.5% | $2.35万 | 重新持有 |
| LINE | LINEAGE INC | $2.50万 | 0.00% | 579 | 550 | 1,896.6% | $2.38万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $2.50万 | 0.00% | 579 | 502 | 651.9% | $2.17万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $2.48万 | 0.00% | 180 | 19 | 11.8% | $2,623 | 加仓 |
| MGEE | MGE ENERGY INC | $2.48万 | 0.00% | 304 | 304 | — | $2.48万 | 新建仓 |
| EDIV | SPDR INDEX SHS FDS | $2.48万 | 0.00% | 605 | 395 | 188.1% | $1.62万 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $2.47万 | 0.00% | 864 | 864 | — | $2.47万 | 新建仓 |
| WYNN | WYNN RESORTS LTD | $2.46万 | 0.00% | 254 | 218 | 605.6% | $2.11万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2.45万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FCF | FIRST COMWLTH FINL CORP PA | $2.44万 | 0.00% | 1,200 | 67 | 5.9% | $1,362 | 加仓 |
| GNTX | GENTEX CORP | $2.44万 | 0.00% | 965 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $2.44万 | 0.00% | 4,256 | 4,256 | — | $2.44万 | 新建仓 |
| — | TELIX PHARMACEUTICAL LTD | $2.44万 | 0.00% | 2,112 | 2,112 | — | $2.44万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $2.43万 | 0.00% | 4,009 | 9 | 0.2% | $55 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $2.43万 | 0.00% | 318 | 18 | 6.0% | $1,373 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $2.42万 | 0.00% | 891 | 891 | — | $2.42万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $2.41万 | 0.00% | 802 | 250 | 45.3% | $7,513 | 加仓 |
| HESM | HESS MIDSTREAM LP | $2.39万 | 0.00% | 635 | -30 | -4.5% | -$1,128 | 减仓 |
| AMZN | AMAZON COM INC 看涨期权 | $2.38万 | 0.00% | 100 | 100 | — | $2.38万 | 新建仓 |
| REMX | VANECK ETF TRUST | $2.36万 | 0.00% | 267 | -205 | -43.4% | -$1.81万 | 减仓 |
| CNX | CNX RES CORP | $2.35万 | 0.00% | 694 | 654 | 1,635.0% | $2.22万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $2.33万 | 0.00% | 43 | -505 | -92.2% | -$27.36万 | 减仓 |
| WTV | WISDOMTREE TR | $2.33万 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| ATI | ATI INC | $2.33万 | 0.00% | 118 | 84 | 247.1% | $1.66万 | 加仓 |
| EXEL | EXELIXIS INC | $2.32万 | 0.00% | 426 | -5,957 | -93.3% | -$32.41万 | 减仓 |
| REAL | THE REALREAL INC | $2.31万 | 0.00% | 1,958 | 228 | 13.2% | $2,688 | 加仓 |
| KRC | KILROY REALTY CORP | $2.30万 | 0.00% | 613 | 583 | 1,943.3% | $2.18万 | 加仓 |
| GLNG | GOLAR LNG LTD | $2.29万 | 0.00% | 460 | 17 | 3.8% | $847 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD 看涨期权 | $2.27万 | 0.00% | 2,000 | 2,000 | — | $2.27万 | 新建仓 |
| — | VIRCO MFG CO | $2.27万 | 0.00% | 3,700 | 3,700 | — | $2.27万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $2.26万 | 0.00% | 464 | 464 | — | $2.26万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2.24万 | 0.00% | 283 | -204 | -41.9% | -$1.62万 | 减仓 |
| BITQ | BITWISE FUNDS TRUST | $2.24万 | 0.00% | 915 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $2.24万 | 0.00% | 298 | 4 | 1.4% | $301 | 加仓 |
| TOL | TOLL BROTHERS INC | $2.24万 | 0.00% | 136 | -1,624 | -92.3% | -$26.74万 | 减仓 |
| STXF | EA SERIES TRUST | $2.24万 | 0.00% | 463 | 1 | 0.2% | $48 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $2.23万 | 0.00% | 761 | 647 | 567.5% | $1.90万 | 重新持有 |
| HOMB | HOME BANCSHARES INC | $2.15万 | 0.00% | 753 | 703 | 1,406.0% | $2.01万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $2.14万 | 0.00% | 1,002 | 2 | 0.2% | $43 | 加仓 |
| TKC | TURKCELL ILETISIM | $2.14万 | 0.00% | 3,633 | 3,633 | — | $2.14万 | 新建仓 |
| OKLO | OKLO INC | $2.13万 | 0.00% | 407 | 355 | 682.7% | $1.86万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $2.13万 | 0.00% | 186 | 152 | 447.1% | $1.74万 | 重新持有 |
| — | HAMILTON BEACH BRANDS HLDG C | $2.12万 | 0.00% | 922 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $2.12万 | 0.00% | 676 | 676 | — | $2.12万 | 新建仓 |
| CELH | CELSIUS HLDGS INC | $2.12万 | 0.00% | 723 | 599 | 483.1% | $1.75万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $2.11万 | 0.00% | 1,862 | 513 | 38.0% | $5,802 | 加仓 |
| FFSM | FIDELITY COVINGTON TRUST | $2.11万 | 0.00% | 551 | 551 | — | $2.11万 | 新建仓 |
| OR | OR ROYALTIES INC. | $2.09万 | 0.00% | 662 | 662 | — | $2.09万 | 新建仓 |
| THD | ISHARES INC | $2.08万 | 0.00% | 287 | 287 | — | $2.08万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $2.06万 | 0.00% | 69 | 17 | 32.7% | $5,079 | 加仓 |
| DRS | LEONARDO DRS INC | $2.06万 | 0.00% | 483 | 413 | 590.0% | $1.76万 | 重新持有 |
| OGS | ONE GAS INC | $2.06万 | 0.00% | 267 | 252 | 1,680.0% | $1.94万 | 加仓 |
| PRK | PARK NATL CORP | $2.05万 | 0.00% | 112 | 7 | 6.7% | $1,281 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $2.04万 | 0.00% | 329 | 329 | — | $2.04万 | 新建仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $2.04万 | 0.00% | 192 | 192 | — | $2.04万 | 新建仓 |
| — | ISHARES TR | $2.04万 | 0.00% | 386 | 386 | — | $2.04万 | 新建仓 |
| FXI | ISHARES TR | $2.03万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $2.03万 | 0.00% | 189 | -2,006 | -91.4% | -$21.55万 | 减仓 |
| TDC | TERADATA CORP DEL | $2.03万 | 0.00% | 586 | 554 | 1,731.2% | $1.92万 | 重新持有 |
| CVLT | COMMVAULT SYS INC | $2.03万 | 0.00% | 143 | 133 | 1,330.0% | $1.89万 | 加仓 |
| SVM | SILVERCORP METALS INC | $2.02万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MEOH | METHANEX CORP | $2.00万 | 0.00% | 434 | -1,350 | -75.7% | -$6.23万 | 重新持有 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2.00万 | 0.00% | 179 | 128 | 251.0% | $1.43万 | 加仓 |
| RGLD | ROYAL GOLD INC | $2.00万 | 0.00% | 100 | 20 | 25.0% | $3,992 | 加仓 |
| TREX | TREX INC | $1.99万 | 0.00% | 398 | 264 | 197.0% | $1.32万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $1.99万 | 0.00% | 3,987 | 0 | 0.0% | — | 不变 |
| BRW | SABA CAPITAL INCOME & OPRNT | $1.97万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $1.96万 | 0.00% | 170 | 160 | 1,600.0% | $1.84万 | 加仓 |