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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $2,175.73万 | 0.21% | 235,801 | -10,537 | -4.3% | -$97.22万 | 减仓 |
| ACWX | ISHARES TR | $2,172.66万 | 0.21% | 285,463 | 89,218 | 45.5% | $679.04万 | 加仓 |
| KEY | KEYCORP | $2,064.22万 | 0.19% | 895,538 | -63,297 | -6.6% | -$145.90万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,062.01万 | 0.19% | 112,611 | -12,937 | -10.3% | -$236.89万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $2,061.19万 | 0.19% | 21,073 | 885 | 4.4% | $86.56万 | 加仓 |
| LOW | LOWES COS INC | $2,047.15万 | 0.19% | 92,845 | 1,703 | 1.9% | $37.55万 | 加仓 |
| WM | WASTE MGMT INC DEL | $2,038.56万 | 0.19% | 91,464 | -3,697 | -3.9% | -$82.40万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,947.01万 | 0.18% | 26 | 7 | 36.8% | $524.20万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,931.80万 | 0.18% | 88,432 | 6,227 | 7.6% | $136.03万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,824.56万 | 0.17% | 95,787 | 329 | 0.3% | $6.27万 | 加仓 |
| ORCL | ORACLE CORP | $1,817.63万 | 0.17% | 124,028 | -12,266 | -9.0% | -$179.76万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,791.07万 | 0.17% | 104,827 | 104,827 | — | $1,791.07万 | 新建仓 |
| — | EA SERIES TRUST | $1,774.04万 | 0.17% | 458,532 | -549,170 | -54.5% | -$2,124.72万 | 减仓 |
| MIAX | MIAMI INTL HLDGS INC | $1,761.15万 | 0.17% | 473,937 | -29,725 | -5.9% | -$110.46万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,731.63万 | 0.16% | 69,271 | -2,688 | -3.7% | -$67.19万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,717.49万 | 0.16% | 205,073 | -2,288 | -1.1% | -$19.16万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $1,699.15万 | 0.16% | 1,567,477 | -130,312 | -7.7% | -$141.26万 | 减仓 |
| MINT | PIMCO ETF TR | $1,668.80万 | 0.16% | 165,539 | -121,329 | -42.3% | -$1,223.12万 | 减仓 |
| CRM | SALESFORCE INC | $1,610.27万 | 0.15% | 102,787 | 9,255 | 9.9% | $144.99万 | 加仓 |
| KO | COCA COLA CO | $1,607.29万 | 0.15% | 197,772 | -20,610 | -9.4% | -$167.50万 | 减仓 |
| GLD | SPDR GOLD TR | $1,596.85万 | 0.15% | 43,348 | 1,152 | 2.7% | $42.44万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $1,567.50万 | 0.15% | 172,651 | -436 | -0.3% | -$3.96万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,565.37万 | 0.15% | 297,598 | 24,377 | 8.9% | $128.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,550.31万 | 0.15% | 215,438 | -13,217 | -5.8% | -$95.11万 | 减仓 |
| GEV | GE VERNOVA INC | $1,533.26万 | 0.14% | 13,050 | 3,589 | 37.9% | $421.68万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,522.38万 | 0.14% | 210,974 | -45,534 | -17.8% | -$328.57万 | 减仓 |
| GE | GE AEROSPACE | $1,513.41万 | 0.14% | 40,495 | -11,210 | -21.7% | -$418.95万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,511.01万 | 0.14% | 14,940 | 840 | 6.0% | $84.96万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $1,509.66万 | 0.14% | 298,529 | 295,476 | 9,678.2% | $1,494.22万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $1,495.53万 | 0.14% | 638,026 | 616,724 | 2,895.1% | $1,445.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,488.60万 | 0.14% | 44,009 | -1,579 | -3.5% | -$53.41万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,478.15万 | 0.14% | 125,045 | -8,858 | -6.6% | -$104.71万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,465.69万 | 0.14% | 8,635 | -340 | -3.8% | -$57.71万 | 减仓 |
| AMGN | AMGEN INC | $1,456.12万 | 0.14% | 40,211 | -10,010 | -19.9% | -$362.48万 | 减仓 |
| INTC | INTEL CORP | $1,444.09万 | 0.14% | 103,423 | -38,807 | -27.3% | -$541.86万 | 减仓 |
| MRK | MERCK & CO INC | $1,444.03万 | 0.14% | 112,376 | -39,756 | -26.1% | -$510.86万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,421.27万 | 0.13% | 179,839 | 88,140 | 96.1% | $696.57万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,407.80万 | 0.13% | 278,331 | 19,717 | 7.6% | $99.73万 | 加仓 |
| P | EVERPURE INC | $1,390.94万 | 0.13% | 176,538 | 176,391 | 119,993.9% | $1,389.78万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,376.49万 | 0.13% | 159,482 | -10,051 | -5.9% | -$86.75万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,359.51万 | 0.13% | 149,825 | -18,860 | -11.2% | -$171.13万 | 减仓 |
| PWR | QUANTA SVCS INC | $1,353.23万 | 0.13% | 18,794 | 5,618 | 42.6% | $404.52万 | 加仓 |
| MUB | ISHARES TR | $1,347.57万 | 0.13% | 125,216 | 3,175 | 2.6% | $34.17万 | 加仓 |
| IWS | ISHARES TR | $1,343.80万 | 0.13% | 81,640 | -1,147 | -1.4% | -$18.88万 | 减仓 |
| MCD | MCDONALDS CORP | $1,310.39万 | 0.12% | 48,477 | 3,720 | 8.3% | $100.56万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,307.09万 | 0.12% | 158,743 | 7,580 | 5.0% | $62.41万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,293.39万 | 0.12% | 45,993 | -4,298 | -8.5% | -$120.87万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $1,281.02万 | 0.12% | 347,443 | -2,086 | -0.6% | -$7.69万 | 减仓 |
| ITOT | ISHARES TR | $1,280.96万 | 0.12% | 77,979 | -2,627 | -3.3% | -$43.15万 | 减仓 |
| BOND | PIMCO ETF TR | $1,274.37万 | 0.12% | 138,203 | 7,994 | 6.1% | $73.71万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,266.53万 | 0.12% | 68,410 | -103,806 | -60.3% | -$1,921.85万 | 减仓 |
| SHY | ISHARES TR | $1,242.97万 | 0.12% | 151,379 | 5,707 | 3.9% | $46.86万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $1,202.84万 | 0.11% | 889,014 | 492 | 0.1% | $6,657 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $1,202.34万 | 0.11% | 216,816 | -12,024 | -5.3% | -$66.68万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,195.34万 | 0.11% | 376,960 | -55,005 | -12.7% | -$174.42万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,191.76万 | 0.11% | 62,553 | -11,787 | -15.9% | -$224.57万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,174.92万 | 0.11% | 127,584 | -14,059 | -9.9% | -$129.47万 | 减仓 |
| SHYG | ISHARES TR | $1,149.96万 | 0.11% | 271,154 | 13,729 | 5.3% | $58.22万 | 重新持有 |
| IEMG | ISHARES INC | $1,149.01万 | 0.11% | 138,703 | -209,098 | -60.1% | -$1,732.17万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $1,121.93万 | 0.11% | 42,256 | -257 | -0.6% | -$6.82万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,120.23万 | 0.11% | 44,017 | -26,382 | -37.5% | -$671.42万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,118.53万 | 0.11% | 196,302 | -51,461 | -20.8% | -$293.22万 | 减仓 |
| ESGD | ISHARES TR | $1,094.71万 | 0.10% | 106,479 | -155,695 | -59.4% | -$1,600.70万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1,072.40万 | 0.10% | 24,748 | -15,523 | -38.5% | -$672.66万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $1,018.95万 | 0.10% | 138,802 | 2,931 | 2.2% | $21.52万 | 加仓 |
| GLW | CORNING INC | $1,009.71万 | 0.10% | 39,530 | -1,969 | -4.7% | -$50.29万 | 减仓 |
| WFC | WELLS FARGO & CO | $1,006.64万 | 0.10% | 121,810 | -400 | -0.3% | -$3.31万 | 减仓 |
| T | AT&T INC | $948.35万 | 0.09% | 458,137 | 13,655 | 3.1% | $28.27万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $948.22万 | 0.09% | 108,035 | -12,490 | -10.4% | -$109.62万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $943.44万 | 0.09% | 71,701 | -47,076 | -39.6% | -$619.42万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $938.17万 | 0.09% | 12,294 | 9,423 | 328.2% | $719.08万 | 加仓 |
| TJX | TJX COS INC NEW | $922.91万 | 0.09% | 60,918 | -7,827 | -11.4% | -$118.58万 | 减仓 |
| DE | DEERE & CO | $919.47万 | 0.09% | 14,495 | -2,634 | -15.4% | -$167.08万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $910.13万 | 0.09% | 175,769 | 2,195 | 1.3% | $11.37万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $892.12万 | 0.08% | 149,458 | -39,768 | -21.0% | -$237.38万 | 减仓 |
| CROX | CROCS INC | $888.92万 | 0.08% | 73,684 | -59,512 | -44.7% | -$717.95万 | 减仓 |
| SGOV | ISHARES TR | $884.11万 | 0.08% | 87,822 | 513 | 0.6% | $5.16万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $880.53万 | 0.08% | 39,318 | 1,067 | 2.8% | $23.90万 | 加仓 |
| MS | MORGAN STANLEY | $854.36万 | 0.08% | 40,871 | 4,461 | 12.3% | $93.25万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $851.75万 | 0.08% | 307,493 | -5,702 | -1.8% | -$15.79万 | 减仓 |
| QCOM | QUALCOMM INC | $839.90万 | 0.08% | 45,451 | -6,442 | -12.4% | -$119.04万 | 减仓 |
| DAL | DELTA AIR LINES INC | $838.69万 | 0.08% | 89,546 | -11,710 | -11.6% | -$109.68万 | 减仓 |
| IAU | ISHARES GOLD TR | $828.93万 | 0.08% | 109,777 | 75,473 | 220.0% | $569.90万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $824.76万 | 0.08% | 329,510 | 329,160 | 94,045.7% | $823.89万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $821.51万 | 0.08% | 162,708 | -474,129 | -74.5% | -$2,393.88万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $818.52万 | 0.08% | 95,544 | 26,439 | 38.3% | $226.50万 | 加仓 |
| VV | VANGUARD INDEX FDS | $816.22万 | 0.08% | 23,734 | -23,773 | -50.0% | -$817.56万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $814.90万 | 0.08% | 80,436 | 42,566 | 112.4% | $431.24万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $794.44万 | 0.07% | 43,913 | -7,370 | -14.4% | -$133.33万 | 减仓 |
| PYLD | PIMCO ETF TR | $781.79万 | 0.07% | 294,792 | 26,622 | 9.9% | $70.60万 | 加仓 |
| NFLX | NETFLIX INC. | $779.49万 | 0.07% | 109,172 | -68,009 | -38.4% | -$485.58万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $775.95万 | 0.07% | 16,248 | -5,969 | -26.9% | -$285.06万 | 减仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $772.56万 | 0.07% | 112,716 | -138,837 | -55.2% | -$951.59万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $753.10万 | 0.07% | 151,286 | -730,323 | -82.8% | -$3,635.54万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $745.45万 | 0.07% | 402,294 | 51,529 | 14.7% | $95.48万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $745.20万 | 0.07% | 200,000 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $741.84万 | 0.07% | 95,010 | -91,356 | -49.0% | -$713.31万 | 减仓 |
| USMV | ISHARES TR | $741.34万 | 0.07% | 76,855 | -3,493 | -4.3% | -$33.69万 | 减仓 |
| TFC | TRUIST FINL CORP | $740.45万 | 0.07% | 148,625 | 11,521 | 8.4% | $57.40万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $739.78万 | 0.07% | 128,389 | -22,940 | -15.2% | -$132.18万 | 减仓 |