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 |
|---|---|---|---|---|---|---|---|---|
| SOXL | DIREXION SHARES ETF TRUST | $1.34万 | 0.00% | 50 | 50 | — | $1.34万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $1.34万 | 0.00% | 21 | 21 | — | $1.34万 | 新建仓 |
| PEN | PENUMBRA INC | $1.33万 | 0.00% | 42 | 5 | 13.5% | $1,579 | 加仓 |
| — | GATES INDL CORP PLC | $1.32万 | 0.00% | 473 | 446 | 1,651.9% | $1.25万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $1.32万 | 0.00% | 156 | 68 | 77.3% | $5,752 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $1.31万 | 0.00% | 297 | 297 | — | $1.31万 | 新建仓 |
| PRI | PRIMERICA INC | $1.31万 | 0.00% | 46 | 36 | 360.0% | $1.02万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $1.31万 | 0.00% | 330 | 330 | — | $1.31万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $1.30万 | 0.00% | 67 | 32 | 91.4% | $6,229 | 加仓 |
| ROKU | ROKU INC | $1.30万 | 0.00% | 94 | -52 | -35.6% | -$7,184 | 减仓 |
| LCTU | BLACKROCK ETF TRUST | $1.30万 | 0.00% | 162 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $1.30万 | 0.00% | 347 | 164 | 89.6% | $6,121 | 加仓 |
| PRGO | PERRIGO CO PLC | $1.29万 | 0.00% | 1,242 | 1,227 | 8,180.0% | $1.28万 | 加仓 |
| AVT | AVNET INC | $1.29万 | 0.00% | 145 | 120 | 480.0% | $1.07万 | 加仓 |
| ETSY | ETSY INC | $1.28万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1.28万 | 0.00% | 157 | 48 | 44.0% | $3,913 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $1.26万 | 0.00% | 274 | 274 | — | $1.26万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $1.26万 | 0.00% | 2,048 | 48 | 2.4% | $294 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $1.25万 | 0.00% | 82 | 38 | 86.4% | $5,813 | 加仓 |
| APTV | APTIV PLC | $1.25万 | 0.00% | 204 | 14 | 7.4% | $859 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $1.25万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| HLNE | HAMILTON LANE INC | $1.25万 | 0.00% | 158 | 79 | 100.0% | $6,228 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $1.22万 | 0.00% | 272 | 4 | 1.5% | $179 | 加仓 |
| DORM | DORMAN PRODS INC | $1.22万 | 0.00% | 89 | -846 | -90.5% | -$11.56万 | 重新持有 |
| ALGN | ALIGN TECHNOLOGY INC | $1.21万 | 0.00% | 72 | -1,207 | -94.4% | -$20.36万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $1.21万 | 0.00% | 167 | 167 | — | $1.21万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $1.20万 | 0.00% | 75 | 5 | 7.1% | $802 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $1.20万 | 0.00% | 41 | -195 | -82.6% | -$5.70万 | 减仓 |
| WHR | WHIRLPOOL CORP | $1.20万 | 0.00% | 304 | 289 | 1,926.7% | $1.14万 | 加仓 |
| IMAX | IMAX CORP | $1.20万 | 0.00% | 300 | -4,373 | -93.6% | -$17.43万 | 重新持有 |
| APLD | APPLIED DIGITAL CORP | $1.19万 | 0.00% | 320 | 229 | 251.6% | $8,542 | 加仓 |
| SPTS | SPDR SERIES TRUST | $1.19万 | 0.00% | 411 | -308 | -42.8% | -$8,936 | 减仓 |
| — | ACV AUCTIONS INC | $1.18万 | 0.00% | 1,636 | 236 | 16.9% | $1,697 | 加仓 |
| COWZ | PACER FDS TR | $1.17万 | 0.00% | 189 | 189 | — | $1.17万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $1.17万 | 0.00% | 144 | 93 | 182.4% | $7,587 | 重新持有 |
| HWC | HANCOCK WHITNEY CORPORATION | $1.17万 | 0.00% | 156 | 131 | 524.0% | $9,789 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $1.16万 | 0.00% | 1,273 | 160 | 14.4% | $1,462 | 加仓 |
| IVT | INVENTRUST PPTYS CORP | $1.16万 | 0.00% | 327 | 40 | 13.9% | $1,416 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1.15万 | 0.00% | 1,412 | 860 | 155.8% | $7,027 | 加仓 |
| ADC | AGREE RLTY CORP | $1.15万 | 0.00% | 152 | 118 | 347.1% | $8,938 | 加仓 |
| LII | LENNOX INTL INC | $1.15万 | 0.00% | 20 | 5 | 33.3% | $2,865 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $1.15万 | 0.00% | 495 | 443 | 851.9% | $1.02万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $1.13万 | 0.00% | 46 | 31 | 206.7% | $7,601 | 加仓 |
| CLSK | CLEANSPARK INC | $1.13万 | 0.00% | 774 | 594 | 330.0% | $8,644 | 加仓 |
| SMMV | ISHARES TR | $1.11万 | 0.00% | 242 | 0 | 0.0% | — | 不变 |
| PEGA | PEGASYSTEMS INC | $1.11万 | 0.00% | 371 | 341 | 1,136.7% | $1.02万 | 加仓 |
| DOCS | DOXIMITY INC | $1.11万 | 0.00% | 536 | 6 | 1.1% | $124 | 加仓 |
| — | ISABELLA BK CORP | $1.11万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| AVEX | AEVEX CORP | $1.10万 | 0.00% | 529 | 529 | — | $1.10万 | 新建仓 |
| IVES | WEDBUSH SER TR | $1.10万 | 0.00% | 288 | 0 | 0.0% | — | 不变 |
| SNX | TD SYNNEX CORPORATION | $1.10万 | 0.00% | 41 | 23 | 127.8% | $6,149 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1.09万 | 0.00% | 382 | 382 | — | $1.09万 | 新建仓 |
| M | MACYS INC | $1.09万 | 0.00% | 464 | 339 | 271.2% | $7,983 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $1.09万 | 0.00% | 98 | 34 | 53.1% | $3,772 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $1.09万 | 0.00% | 383 | 323 | 538.3% | $9,168 | 加仓 |
| PLXS | PLEXUS CORP | $1.08万 | 0.00% | 36 | 27 | 300.0% | $8,119 | 重新持有 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.08万 | 0.00% | 251 | -3,160 | -92.6% | -$13.60万 | 重新持有 |
| GME | GAMESTOP CORP | $1.08万 | 0.00% | 487 | 17 | 3.6% | $375 | 加仓 |
| INVH | INVITATION HOMES INC | $1.07万 | 0.00% | 353 | 188 | 113.9% | $5,680 | 加仓 |
| BELFB | BEL FUSE INC | $1.07万 | 0.00% | 32 | -558 | -94.6% | -$18.58万 | 重新持有 |
| RYAAY | RYANAIR HOLDINGS PLC | $1.06万 | 0.00% | 163 | 51 | 45.5% | $3,302 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1.05万 | 0.00% | 392 | 392 | — | $1.05万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.05万 | 0.00% | 789 | 789 | — | $1.05万 | 新建仓 |
| — | GLOBAL X FDS | $1.04万 | 0.00% | 414 | 414 | — | $1.04万 | 新建仓 |
| TLH | ISHARES TR | $1.04万 | 0.00% | 104 | 104 | — | $1.04万 | 新建仓 |
| BHC | BAUSCH HEALTH COS INC | $1.04万 | 0.00% | 2,106 | 2,106 | — | $1.04万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $1.04万 | 0.00% | 5 | 1 | 25.0% | $2,073 | 加仓 |
| JOBY | JOBY AVIATION INC | $1.04万 | 0.00% | 1,162 | 1,162 | — | $1.04万 | 新建仓 |
| COUR | COURSERA INC | $1.03万 | 0.00% | 1,835 | 1,817 | 10,094.4% | $1.02万 | 重新持有 |
| DNP | DNP SELECT INCOME FD INC | $1.02万 | 0.00% | 949 | 0 | 0.0% | — | 不变 |
| MSM | MSC INDL DIRECT INC | $1.02万 | 0.00% | 86 | 71 | 473.3% | $8,447 | 加仓 |
| TIPX | SPDR SERIES TRUST | $1.01万 | 0.00% | 534 | 0 | 0.0% | — | 不变 |
| TMDX | TRANSMEDICS GROUP INC | $1.01万 | 0.00% | 152 | 2 | 1.3% | $133 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1.00万 | 0.00% | 190 | 190 | — | $1.00万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $9,993 | 0.00% | 224 | 220 | 5,500.0% | $9,815 | 重新持有 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $9,992 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $9,986 | 0.00% | 79 | -1,322 | -94.4% | -$16.71万 | 重新持有 |
| FCN | FTI CONSULTING INC | $9,985 | 0.00% | 67 | 57 | 570.0% | $8,495 | 加仓 |
| VNT | VONTIER CORPORATION | $9,976 | 0.00% | 344 | 162 | 89.0% | $4,698 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $9,967 | 0.00% | 364 | 144 | 65.5% | $3,943 | 加仓 |
| — | FRANKLIN XRP TRUST | $9,932 | 0.00% | 875 | 875 | — | $9,932 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $9,900 | 0.00% | 34 | -194 | -85.1% | -$5.65万 | 重新持有 |
| FIVE | FIVE BELOW INC | $9,890 | 0.00% | 55 | -1,804 | -97.0% | -$32.44万 | 减仓 |
| BROS | DUTCH BROS INC | $9,838 | 0.00% | 137 | 111 | 426.9% | $7,971 | 加仓 |
| ESAB | ESAB CORPORATION | $9,765 | 0.00% | 99 | 71 | 253.6% | $7,003 | 加仓 |
| INCY | INCYTE CORP | $9,636 | 0.00% | 85 | -6,414 | -98.7% | -$72.71万 | 减仓 |
| CUZ | COUSINS PPTYS INC | $9,624 | 0.00% | 321 | 281 | 702.5% | $8,425 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $9,621 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| TDOC | TELADOC HEALTH INC | $9,600 | 0.00% | 1,132 | -958 | -45.8% | -$8,124 | 减仓 |
| BDC | BELDEN INC | $9,593 | 0.00% | 80 | 70 | 700.0% | $8,394 | 加仓 |
| — | ALPS ETF TR | $9,562 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| RRC | RANGE RES CORP | $9,548 | 0.00% | 257 | 57 | 28.5% | $2,118 | 加仓 |
| — | FLUX PWR HLDGS INC | $9,510 | 0.00% | 11,000 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER TIMBER CO LTD | $9,477 | 0.00% | 140 | -19 | -11.9% | -$1,286 | 减仓 |
| HRI | HERC HLDGS INC | $9,462 | 0.00% | 66 | -17 | -20.5% | -$2,437 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $9,443 | 0.00% | 129 | 114 | 760.0% | $8,345 | 加仓 |
| FMC | FMC CORP | $9,430 | 0.00% | 820 | 820 | — | $9,430 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $9,427 | 0.00% | 87 | 87 | — | $9,427 | 新建仓 |
| SSD | SIMPSON MFG INC | $9,421 | 0.00% | 45 | 30 | 200.0% | $6,281 | 加仓 |
| NJR | NEW JERSEY RES CORP | $9,415 | 0.00% | 168 | 143 | 572.0% | $8,014 | 加仓 |