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 |
|---|---|---|---|---|---|---|---|---|
| WTS | WATTS WATER TECHNOLOGIES INC | $9,396 | 0.00% | 24 | 14 | 140.0% | $5,481 | 加仓 |
| SCHL | SCHOLASTIC CORP | $9,384 | 0.00% | 204 | 199 | 3,980.0% | $9,154 | 重新持有 |
| MORN | MORNINGSTAR INC | $9,362 | 0.00% | 60 | 52 | 650.0% | $8,114 | 加仓 |
| PUK | PRUDENTIAL PLC | $9,357 | 0.00% | 349 | 349 | — | $9,357 | 新建仓 |
| HUT | HUT 8 CORP | $9,352 | 0.00% | 81 | 81 | — | $9,352 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $9,339 | 0.00% | 360 | 160 | 80.0% | $4,151 | 加仓 |
| LOPE | GRAND CANYON ED INC | $9,305 | 0.00% | 65 | 55 | 550.0% | $7,873 | 加仓 |
| TEM | TEMPUS AI INC | $9,270 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $9,261 | 0.00% | 156 | -659 | -80.9% | -$3.91万 | 减仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $9,190 | 0.00% | 307 | -4,625 | -93.8% | -$13.84万 | 重新持有 |
| PSN | PARSONS CORP DEL | $9,117 | 0.00% | 174 | 147 | 544.4% | $7,702 | 重新持有 |
| NOVT | NOVANTA INC | $9,086 | 0.00% | 56 | 46 | 460.0% | $7,464 | 加仓 |
| PINS | PINTEREST INC | $9,044 | 0.00% | 430 | 17 | 4.1% | $358 | 加仓 |
| CYTK | CYTOKINETICS INC | $8,946 | 0.00% | 105 | 5 | 5.0% | $426 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $8,926 | 0.00% | 1,020 | 20 | 2.0% | $175 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $8,908 | 0.00% | 203 | -30,445 | -99.3% | -$133.60万 | 减仓 |
| — | HANCOCK JOHN PFD INCOME FD | $8,900 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| SG | SWEETGREEN INC | $8,899 | 0.00% | 1,010 | -1,490 | -59.6% | -$1.31万 | 减仓 |
| NWL | NEWELL BRANDS INC | $8,867 | 0.00% | 1,444 | -16,159 | -91.8% | -$9.92万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $8,849 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $8,808 | 0.00% | 57 | 42 | 280.0% | $6,490 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $8,792 | 0.00% | 88 | 68 | 340.0% | $6,794 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $8,788 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| SLM | SLM CORP | $8,769 | 0.00% | 338 | 283 | 514.5% | $7,342 | 加仓 |
| AWR | AMER STATES WTR CO | $8,760 | 0.00% | 106 | 91 | 606.7% | $7,520 | 重新持有 |
| MGNI | MAGNITE INC | $8,750 | 0.00% | 461 | 447 | 3,192.9% | $8,484 | 加仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $8,727 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $8,711 | 0.00% | 127 | 2 | 1.6% | $137 | 加仓 |
| ABVX | ABIVAX SA | $8,662 | 0.00% | 65 | -961 | -93.7% | -$12.81万 | 重新持有 |
| OLED | UNIVERSAL DISPLAY CORP | $8,660 | 0.00% | 100 | 90 | 900.0% | $7,794 | 加仓 |
| RDNT | RADNET INC | $8,634 | 0.00% | 140 | 132 | 1,650.0% | $8,141 | 加仓 |
| MUSA | MURPHY USA INC | $8,622 | 0.00% | 16 | 11 | 220.0% | $5,928 | 加仓 |
| IEZ | ISHARES TR | $8,617 | 0.00% | 320 | 1 | 0.3% | $27 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $8,555 | 0.00% | 269 | 185 | 220.2% | $5,884 | 加仓 |
| CVSA | COVISTA INC | $8,478 | 0.00% | 68 | -606 | -89.9% | -$7.56万 | 重新持有 |
| XHR | XENIA HOTELS & RESORTS INC | $8,461 | 0.00% | 416 | 55 | 15.2% | $1,119 | 加仓 |
| PL | PLANET LABS PBC | $8,449 | 0.00% | 255 | 40 | 18.6% | $1,325 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $8,446 | 0.00% | 212 | 212 | — | $8,446 | 新建仓 |
| — | NUVALENT INC | $8,398 | 0.00% | 68 | 68 | — | $8,398 | 新建仓 |
| — | TIDAL TRUST I | $8,341 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC | $8,336 | 0.00% | 52 | 6 | 13.0% | $962 | 加仓 |
| ACHR | ARCHER AVIATION INC | $8,335 | 0.00% | 1,762 | 1,762 | — | $8,335 | 新建仓 |
| COCO | VITA COCO CO INC | $8,334 | 0.00% | 126 | -2,053 | -94.2% | -$13.58万 | 重新持有 |
| PFFA | ETFIS SER TR I | $8,331 | 0.00% | 405 | -870 | -68.2% | -$1.79万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8,327 | 0.00% | 316 | 196 | 163.3% | $5,165 | 加仓 |
| IRMD | IRADIMED CORP | $8,315 | 0.00% | 87 | 38 | 77.6% | $3,632 | 加仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $8,289 | 0.00% | 324 | 302 | 1,372.7% | $7,726 | 重新持有 |
| — | OWLET INC | $8,277 | 0.00% | 1,442 | 1,442 | — | $8,277 | 新建仓 |
| LCII | LCI INDS | $8,259 | 0.00% | 78 | 28 | 56.0% | $2,965 | 加仓 |
| USIG | ISHARES TR | $8,190 | 0.00% | 160 | -430 | -72.9% | -$2.20万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $8,190 | 0.00% | 198 | -1,485 | -88.2% | -$6.14万 | 重新持有 |
| ERIE | ERIE INDTY CO | $8,152 | 0.00% | 34 | 29 | 580.0% | $6,953 | 加仓 |
| PCVX | VAXCYTE INC | $8,139 | 0.00% | 140 | -3,495 | -96.1% | -$20.32万 | 重新持有 |
| MLN | VANECK ETF TRUST | $8,108 | 0.00% | 456 | 456 | — | $8,108 | 新建仓 |
| ARKG | ARK ETF TR | $8,034 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC | $7,916 | 0.00% | 21 | 4 | 23.5% | $1,508 | 重新持有 |
| — | SIGA TECHNOLOGIES INC | $7,882 | 0.00% | 2,165 | 165 | 8.2% | $601 | 加仓 |
| USFD | US FOODS HLDG CORP | $7,874 | 0.00% | 77 | -2,572 | -97.1% | -$26.30万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $7,863 | 0.00% | 152 | 120 | 375.0% | $6,208 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $7,854 | 0.00% | 135 | 135 | — | $7,854 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $7,853 | 0.00% | 321 | 181 | 129.3% | $4,428 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $7,852 | 0.00% | 249 | 145 | 139.4% | $4,572 | 加仓 |
| GARP | ISHARES TR | $7,843 | 0.00% | 95 | 95 | — | $7,843 | 新建仓 |
| SDCI | USCF ETF TR | $7,800 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $7,793 | 0.00% | 154 | 154 | — | $7,793 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $7,766 | 0.00% | 204 | 159 | 353.3% | $6,053 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $7,762 | 0.00% | 148 | -704 | -82.6% | -$3.69万 | 减仓 |
| SMDV | PROSHARES TR | $7,703 | 0.00% | 100 | 100 | — | $7,703 | 新建仓 |
| SNEX | STONEX GROUP INC | $7,703 | 0.00% | 65 | -1,056 | -94.2% | -$12.51万 | 重新持有 |
| KSS | KOHLS CORP | $7,656 | 0.00% | 432 | 400 | 1,250.0% | $7,089 | 加仓 |
| ADEA | ADEIA INC | $7,640 | 0.00% | 232 | -4,255 | -94.8% | -$14.01万 | 重新持有 |
| — | KRANESHARES TRUST | $7,633 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| CMTG | CLAROS MTG TR INC | $7,599 | 0.00% | 3,233 | 39 | 1.2% | $92 | 加仓 |
| GVA | GRANITE CONSTR INC | $7,589 | 0.00% | 48 | -821 | -94.5% | -$12.98万 | 重新持有 |
| SWX | SOUTHWEST GAS HLDGS INC | $7,539 | 0.00% | 85 | 70 | 466.7% | $6,209 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $7,475 | 0.00% | 184 | -206 | -52.8% | -$8,369 | 减仓 |
| LGN | LEGENCE CORP | $7,416 | 0.00% | 87 | -3,173 | -97.3% | -$27.05万 | 重新持有 |
| BRKR | BRUKER CORP | $7,403 | 0.00% | 123 | 109 | 778.6% | $6,560 | 重新持有 |
| OVID | OVID THERAPEUTICS INC | $7,355 | 0.00% | 2,734 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $7,316 | 0.00% | 64 | 54 | 540.0% | $6,173 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $7,289 | 0.00% | 23 | 9 | 64.3% | $2,852 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $7,285 | 0.00% | 225 | 225 | — | $7,285 | 新建仓 |
| BCO | BRINKS CO | $7,276 | 0.00% | 77 | 62 | 413.3% | $5,859 | 加仓 |
| HAE | HAEMONETICS CORP MASS | $7,275 | 0.00% | 97 | 50 | 106.4% | $3,750 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $7,268 | 0.00% | 42 | 40 | 2,000.0% | $6,922 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $7,265 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $7,192 | 0.00% | 249 | -3,230 | -92.8% | -$9.33万 | 重新持有 |
| — | DIREXION SHARES ETF TRUST | $7,172 | 0.00% | 220 | -236 | -51.8% | -$7,694 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $7,148 | 0.00% | 137 | 111 | 426.9% | $5,791 | 加仓 |
| ABM | ABM INDS INC | $7,123 | 0.00% | 161 | -1,008 | -86.2% | -$4.46万 | 重新持有 |
| GSBD | GOLDMAN SACHS BDC INC | $7,110 | 0.00% | 750 | 750 | — | $7,110 | 新建仓 |
| IOSP | INNOSPEC INC | $7,082 | 0.00% | 87 | 79 | 987.5% | $6,431 | 重新持有 |
| LEVI | LEVI STRAUSS & CO NEW | $7,052 | 0.00% | 284 | -283 | -49.9% | -$7,027 | 减仓 |
| SLGN | SILGAN HLDGS INC | $7,052 | 0.00% | 152 | 111 | 270.7% | $5,150 | 加仓 |
| JD | JD.COM INC | $7,051 | 0.00% | 277 | 9 | 3.4% | $229 | 加仓 |
| KMT | KENNAMETAL INC | $7,046 | 0.00% | 201 | 201 | — | $7,046 | 新建仓 |
| RLI | RLI CORP | $7,030 | 0.00% | 119 | 99 | 495.0% | $5,848 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $7,018 | 0.00% | 33 | -1,000 | -96.8% | -$21.27万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $7,008 | 0.00% | 633 | 133 | 26.6% | $1,472 | 加仓 |
| SILJ | AMPLIFY ETF TR | $6,999 | 0.00% | 270 | 0 | 0.0% | — | 不变 |