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 |
|---|---|---|---|---|---|---|---|---|
| EAGL | 2023 ETF SERIES TRUST | $739.27万 | 0.07% | 229,801 | 8,507 | 3.8% | $27.37万 | 加仓 |
| IWP | ISHARES TR | $737.98万 | 0.07% | 50,405 | 1,061 | 2.2% | $15.53万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $734.29万 | 0.07% | 374,352 | -82,681 | -18.1% | -$162.18万 | 减仓 |
| EMR | EMERSON ELEC CO | $727.68万 | 0.07% | 50,833 | -9,897 | -16.3% | -$141.68万 | 减仓 |
| RODM | LATTICE STRATEGIES TR | $720.12万 | 0.07% | 178,203 | -178,141 | -50.0% | -$719.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $712.00万 | 0.07% | 61,027 | -3,282 | -5.1% | -$38.29万 | 减仓 |
| BA | BOEING CO | $707.16万 | 0.07% | 32,668 | 10,378 | 46.6% | $224.65万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $703.13万 | 0.07% | 72,915 | 2,678 | 3.8% | $25.82万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $694.34万 | 0.07% | 13,629 | 82 | 0.6% | $4.18万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $689.31万 | 0.07% | 40,576 | -1,005 | -2.4% | -$17.07万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $688.56万 | 0.06% | 27,966 | 1,685 | 6.4% | $41.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $676.06万 | 0.06% | 199,782 | 4,319 | 2.2% | $14.62万 | 加仓 |
| SBUX | STARBUCKS CORP | $668.26万 | 0.06% | 65,393 | -732,855 | -91.8% | -$7,489.16万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $651.36万 | 0.06% | 160,157 | 76 | 0.0% | $3,091 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $645.91万 | 0.06% | 114,584 | -24,726 | -17.7% | -$139.38万 | 减仓 |
| DIS | DISNEY WALT CO | $640.67万 | 0.06% | 66,564 | -10,578 | -13.7% | -$101.81万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $639.55万 | 0.06% | 6,627 | -543 | -7.6% | -$52.40万 | 减仓 |
| UNP | UNION PAC CORP | $628.52万 | 0.06% | 23,107 | -6,872 | -22.9% | -$186.92万 | 减仓 |
| KLAC | KLA CORP | $628.46万 | 0.06% | 20,830 | 6,140 | 41.8% | $185.25万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $619.79万 | 0.06% | 608,234 | -608,166 | -50.0% | -$619.72万 | 减仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $617.36万 | 0.06% | 301,004 | 8,519 | 2.9% | $17.47万 | 加仓 |
| ADI | ANALOG DEVICES INC | $615.95万 | 0.06% | 15,509 | 1,299 | 9.1% | $51.59万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $611.55万 | 0.06% | 74,634 | -3,829 | -4.9% | -$31.37万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $611.33万 | 0.06% | 48,296 | 1,680 | 3.6% | $21.27万 | 加仓 |
| VHT | VANGUARD WORLD FD | $604.27万 | 0.06% | 20,209 | 88 | 0.4% | $2.63万 | 加仓 |
| AOA | ISHARES TR | $600.02万 | 0.06% | 61,477 | -85 | -0.1% | -$8,296 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $589.10万 | 0.06% | 17,109 | -5,651 | -24.8% | -$194.58万 | 减仓 |
| SYK | STRYKER CORPORATION | $579.00万 | 0.05% | 18,390 | 1,847 | 11.2% | $58.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $573.01万 | 0.05% | 13,787 | -305 | -2.2% | -$12.68万 | 减仓 |
| — | TIDAL TRUST III | $567.62万 | 0.05% | 93,354 | -12,180 | -11.5% | -$74.06万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $564.46万 | 0.05% | 105,290 | 8,319 | 8.6% | $44.60万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $564.22万 | 0.05% | 45,340 | 8,195 | 22.1% | $101.98万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $553.54万 | 0.05% | 152,743 | -4,066 | -2.6% | -$14.74万 | 减仓 |
| DVY | ISHARES TR | $547.89万 | 0.05% | 35,053 | -8,948 | -20.3% | -$139.86万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $541.58万 | 0.05% | 88,119 | 50,889 | 136.7% | $312.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $539.22万 | 0.05% | 22,191 | 4,012 | 22.1% | $97.49万 | 加仓 |
| BLK | BLACKROCK INC | $525.08万 | 0.05% | 5,461 | 1,026 | 23.1% | $98.65万 | 加仓 |
| CFO | VICTORY PORTFOLIOS II | $508.30万 | 0.05% | 63,476 | 2,353 | 3.8% | $18.84万 | 加仓 |
| C | CITIGROUP INC | $503.23万 | 0.05% | 35,956 | -20,408 | -36.2% | -$285.63万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $499.60万 | 0.05% | 97,960 | 97,960 | — | $499.60万 | 新建仓 |
| QFLR | INNOVATOR ETFS TRUST | $495.72万 | 0.05% | 135,888 | 518 | 0.4% | $1.89万 | 加仓 |
| PTRB | PGIM ETF TR | $494.34万 | 0.05% | 119,233 | 66,928 | 128.0% | $277.48万 | 加仓 |
| SO | SOUTHERN CO | $493.85万 | 0.05% | 51,598 | 5,058 | 10.9% | $48.41万 | 加仓 |
| CMI | CUMMINS INC | $493.42万 | 0.05% | 6,918 | 646 | 10.3% | $46.08万 | 加仓 |
| CSX | CSX CORP | $490.43万 | 0.05% | 103,184 | -11,533 | -10.1% | -$54.82万 | 减仓 |
| NOBL | PROSHARES TR | $482.82万 | 0.05% | 85,973 | -867 | -1.0% | -$4.87万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $477.38万 | 0.05% | 9,373 | -1,036 | -10.0% | -$52.76万 | 减仓 |
| PFE | PFIZER INC | $474.73万 | 0.04% | 197,145 | -41,133 | -17.3% | -$99.05万 | 减仓 |
| OKTA | OKTA INC | $462.21万 | 0.04% | 33,874 | -40,954 | -54.7% | -$558.82万 | 减仓 |
| IUSG | ISHARES TR | $460.33万 | 0.04% | 24,474 | -12,300 | -33.4% | -$231.35万 | 减仓 |
| CB | CHUBB LIMITED | $456.17万 | 0.04% | 13,387 | -1,801 | -11.9% | -$61.37万 | 减仓 |
| IEI | ISHARES TR | $453.38万 | 0.04% | 38,602 | -2,638 | -6.4% | -$30.98万 | 减仓 |
| MMM | 3M CO | $452.53万 | 0.04% | 27,949 | 285 | 1.0% | $4.61万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $443.78万 | 0.04% | 147,094 | -2,934 | -2.0% | -$8.85万 | 减仓 |
| IGF | ISHARES TR | $442.11万 | 0.04% | 66,382 | 5,822 | 9.6% | $38.77万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $441.40万 | 0.04% | 104,250 | 4,693 | 4.7% | $19.87万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $437.27万 | 0.04% | 47,695 | -7,841 | -14.1% | -$71.89万 | 减仓 |
| SLV | ISHARES SILVER TR | $436.96万 | 0.04% | 81,720 | 69,731 | 581.6% | $372.85万 | 加仓 |
| VGT | VANGUARD WORLD FD | $431.41万 | 0.04% | 36,095 | 2,479 | 7.4% | $29.63万 | 加仓 |
| ITM | VANECK ETF TRUST | $429.16万 | 0.04% | 91,330 | 122 | 0.1% | $5,733 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $428.60万 | 0.04% | 12,654 | 4,420 | 53.7% | $149.71万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $427.80万 | 0.04% | 12,908 | -1,005 | -7.2% | -$33.31万 | 减仓 |
| LIN | LINDE PLC | $425.45万 | 0.04% | 8,198 | 1,196 | 17.1% | $62.07万 | 加仓 |
| RWR | SPDR SERIES TRUST | $424.95万 | 0.04% | 37,616 | 0 | 0.0% | — | 不变 |
| TFSL | TFS FINL CORP | $422.81万 | 0.04% | 238,605 | -3,435 | -1.4% | -$6.09万 | 减仓 |
| AHRT | AH RLTY TR INC | $420.78万 | 0.04% | 594,326 | 305 | 0.1% | $2,159 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $420.55万 | 0.04% | 142,897 | -23,122 | -13.9% | -$68.05万 | 减仓 |
| SPGI | S&P GLOBAL INC | $406.93万 | 0.04% | 9,992 | -2,444 | -19.7% | -$99.53万 | 减仓 |
| IGV | ISHARES TR | $401.41万 | 0.04% | 44,306 | -13,753 | -23.7% | -$124.60万 | 减仓 |
| CVS | CVS HEALTH CORP | $400.95万 | 0.04% | 38,758 | 833 | 2.2% | $8.62万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $398.73万 | 0.04% | 32,388 | -92,795 | -74.1% | -$1,142.39万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $396.31万 | 0.04% | 105,289 | -102,685 | -49.4% | -$386.51万 | 减仓 |
| NVS | NOVARTIS AG | $395.55万 | 0.04% | 25,239 | -9,489 | -27.3% | -$148.71万 | 减仓 |
| IJK | ISHARES TR | $392.31万 | 0.04% | 33,388 | -2,718 | -7.5% | -$31.94万 | 减仓 |
| APH | AMPHENOL CORP | $389.17万 | 0.04% | 22,072 | 4,374 | 24.7% | $77.12万 | 加仓 |
| IBDW | ISHARES TR | $387.52万 | 0.04% | 185,948 | -367 | -0.2% | -$7,648 | 减仓 |
| TWST | TWIST BIOSCIENCE CORP | $387.08万 | 0.04% | 37,624 | -69,679 | -64.9% | -$716.86万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $377.74万 | 0.04% | 213,052 | -3,439 | -1.6% | -$6.10万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $372.86万 | 0.04% | 8,978 | 573 | 6.8% | $23.80万 | 加仓 |
| — | NEOS ETF TRUST | $372.69万 | 0.04% | 66,742 | 0 | 0.0% | — | 不变 |
| CORZ | CORE SCIENTIFIC INC NEW | $366.46万 | 0.03% | 143,203 | -20,786 | -12.7% | -$53.19万 | 减仓 |
| ASML | ASML HLDG NV | $365.24万 | 0.03% | 1,835 | 954 | 108.3% | $189.89万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $364.74万 | 0.03% | 66,305 | 86 | 0.1% | $4,731 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $362.34万 | 0.03% | 79,931 | 130 | 0.2% | $5,893 | 加仓 |
| BE | BLOOM ENERGY CORP | $362.15万 | 0.03% | 11,964 | -53 | -0.4% | -$1.60万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $359.69万 | 0.03% | 11,743 | -489 | -4.0% | -$14.98万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $359.34万 | 0.03% | 7,167 | 955 | 15.4% | $47.88万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $355.92万 | 0.03% | 150,303 | 29 | 0.0% | $687 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $355.55万 | 0.03% | 16,083 | 16,083 | — | $355.55万 | 新建仓 |
| NKE | NIKE INC | $354.91万 | 0.03% | 86,458 | 17,038 | 24.5% | $69.94万 | 加仓 |
| MDT | MEDTRONIC PLC | $354.35万 | 0.03% | 45,296 | 14,028 | 44.9% | $109.74万 | 加仓 |
| CME | CME GROUP INC | $354.15万 | 0.03% | 16,037 | 1,119 | 7.5% | $24.71万 | 加仓 |
| ALL | ALLSTATE CORP | $353.64万 | 0.03% | 14,863 | 608 | 4.3% | $14.47万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $353.45万 | 0.03% | 106,173 | -12,420 | -10.5% | -$41.35万 | 减仓 |
| IWO | ISHARES TR | $352.74万 | 0.03% | 8,954 | -645 | -6.7% | -$25.41万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $351.68万 | 0.03% | 15,319 | -187 | -1.2% | -$4.29万 | 减仓 |
| RY | ROYAL BK CDA | $351.56万 | 0.03% | 16,986 | 2,512 | 17.4% | $51.99万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $350.62万 | 0.03% | 25,493 | 7,218 | 39.5% | $99.27万 | 加仓 |
| IWN | ISHARES TR | $349.74万 | 0.03% | 15,811 | 962 | 6.5% | $21.28万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $346.65万 | 0.03% | 26,584 | 1,197 | 4.7% | $15.61万 | 加仓 |