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 |
|---|---|---|---|---|---|---|---|---|
| — | PAMT CORP | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $15 | 0.00% | 5 | 5 | — | $15 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $15 | 0.00% | 4 | 4 | — | $15 | 新建仓 |
| NEWT | NEWTEKONE INC | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| — | MONTAUK RENEWABLES INC | $15 | 0.00% | 9 | 9 | — | $15 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $14 | 0.00% | 4 | -27 | -87.1% | -$94 | 重新持有 |
| — | TTEC HLDGS INC | $14 | 0.00% | 7 | 7 | — | $14 | 新建仓 |
| — | LIVEWIRE GROUP INC | $14 | 0.00% | 11 | 11 | — | $14 | 新建仓 |
| HLLY | HOLLEY INC | $14 | 0.00% | 5 | 5 | — | $14 | 新建仓 |
| RZLV | REZOLVE AI PLC | $13 | 0.00% | 4 | -356 | -98.9% | -$1,157 | 重新持有 |
| ASPI | ASP ISOTOPES INC | $13 | 0.00% | 2 | 2 | — | $13 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $13 | 0.00% | 6 | 6 | — | $13 | 新建仓 |
| — | AVITA MEDICAL INC | $13 | 0.00% | 3 | 3 | — | $13 | 新建仓 |
| — | WALDENCAST PLC | $13 | 0.00% | 7 | 7 | — | $13 | 新建仓 |
| WBTN | WEBTOON ENTMT INC | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $12 | 0.00% | 3 | 3 | — | $12 | 新建仓 |
| — | GAMESQUARE HLDGS INC | $11 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SPOK HLDGS INC | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| — | EXPENSIFY INC | $11 | 0.00% | 6 | 4 | 200.0% | $7 | 重新持有 |
| — | FORAFRIC GLOBAL PLC | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $10 | 0.00% | 11 | 11 | — | $10 | 新建仓 |
| — | ACCURAY INC DEL | $10 | 0.00% | 33 | 33 | — | $10 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $10 | 0.00% | 4 | 4 | — | $10 | 新建仓 |
| MH | MCGRAW HILL INC | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | REPOSITRAK INC | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| — | VUZIX CORP | $9 | 0.00% | 3 | 3 | — | $9 | 新建仓 |
| — | ATOSSA THERAPEUTICS INC | $8 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $8 | 0.00% | 2 | 2 | — | $8 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| — | BIOTE CORP | $8 | 0.00% | 4 | 4 | — | $8 | 新建仓 |
| — | NVNI GROUP LIMITED | $8 | 0.00% | 8 | 8 | — | $8 | 新建仓 |
| IMMR | IMMERSION CORP | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| TBI | TRUEBLUE INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $7 | 0.00% | 8 | 8 | — | $7 | 新建仓 |
| BLND | BLEND LABS INC | $7 | 0.00% | 4 | 4 | — | $7 | 新建仓 |
| — | VIVID SEATS INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| LI | LI AUTO INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $6 | 0.00% | 14 | 14 | — | $6 | 新建仓 |
| FNKO | FUNKO INC | $6 | 0.00% | 1 | -5 | -83.3% | -$30 | 重新持有 |
| — | SOUTHLAND HLDGS INC | $6 | 0.00% | 8 | 8 | — | $6 | 新建仓 |
| — | KALTURA INC | $6 | 0.00% | 4 | 3 | 300.0% | $4 | 重新持有 |
| — | SUNPOWER INC | $6 | 0.00% | 6 | 6 | — | $6 | 新建仓 |
| — | CLIPPER RLTY INC | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| LENZ | LENZ THERAPEUTICS INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | KOLIBRI GLOBAL ENERGY INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| — | WORKHORSE GROUP INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| — | ISPIRE TECHNOLOGY INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| — | ARRIVE AI INC | $3 | 0.00% | 5 | 5 | — | $3 | 新建仓 |
| — | AQUABOUNTY TECHNOLOGIES INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | TEADS HLDG CO | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | NEXTNRG INC | $2 | 0.00% | 4 | 4 | — | $2 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| — | SKINHEALTH SYSTEMS INC | $1 | 0.00% | 1 | -19 | -95.0% | -$19 | 重新持有 |
| — | AMAZE HOLDINGS INC | $0 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| HEWJ | ISHARES TR | $0 | 0.00% | 0 | -160,230 | -100.0% | -$901.77万 | 清仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $0 | 0.00% | 0 | -7,300 | -100.0% | -$436.21万 | 清仓 |
| — | TOTALENERGIES SE | $0 | 0.00% | 0 | -13,242 | -100.0% | -$123.45万 | 清仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -30,062 | -100.0% | -$95.99万 | 清仓 |
| KXI | ISHARES TR | $0 | 0.00% | 0 | -14,048 | -100.0% | -$94.14万 | 清仓 |
| VSDM | VANGUARD MUN BD FDS | $0 | 0.00% | 0 | -9,751 | -100.0% | -$74.39万 | 清仓 |
| ODD | ODDITY TECH LTD | $0 | 0.00% | 0 | -30,452 | -100.0% | -$40.74万 | 清仓 |
| TDTF | FLEXSHARES TR | $0 | 0.00% | 0 | -13,810 | -100.0% | -$33.30万 | 清仓 |
| ANGL | VANECK ETF TRUST | $0 | 0.00% | 0 | -10,819 | -100.0% | -$31.07万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -20,282 | -100.0% | -$30.32万 | 清仓 |
| ANRO | ALTO NEUROSCIENCE INC | $0 | 0.00% | 0 | -13,312 | -100.0% | -$29.93万 | 清仓 |
| — | LIBERTY BROADBAND CORP | $0 | 0.00% | 0 | -5,115 | -100.0% | -$25.69万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -4,771 | -100.0% | -$16.77万 | 清仓 |
| LION | LIONSGATE STUDIOS CORP | $0 | 0.00% | 0 | -17,364 | -100.0% | -$16.65万 | 清仓 |
| AVDE | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -1,478 | -100.0% | -$12.54万 | 清仓 |
| DTH | WISDOMTREE TR | $0 | 0.00% | 0 | -2,250 | -100.0% | -$12.17万 | 清仓 |
| BBHL | BBH TR | $0 | 0.00% | 0 | -7,507 | -100.0% | -$11.28万 | 清仓 |
| BCPL | BNY MELLON ETF TRUST II | $0 | 0.00% | 0 | -4,068 | -100.0% | -$10.09万 | 清仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -1,073 | -100.0% | -$5.77万 | 清仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -2,551 | -100.0% | -$5.70万 | 清仓 |
| IBHF | ISHARES TR | $0 | 0.00% | 0 | -2,440 | -100.0% | -$5.60万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -789 | -100.0% | -$5.55万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -608 | -100.0% | -$5.48万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -2,015 | -100.0% | -$5.21万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -1,837 | -100.0% | -$4.35万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -4,000 | -100.0% | -$4.32万 | 清仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $0 | 0.00% | 0 | -2,000 | -100.0% | -$3.95万 | 清仓 |
| — | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -500 | -100.0% | -$3.64万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$2.93万 | 清仓 |
| — | NANO X IMAGING LTD | $0 | 0.00% | 0 | -11,900 | -100.0% | -$2.70万 | 清仓 |
| VELO | VELO3D INC | $0 | 0.00% | 0 | -2,777 | -100.0% | -$2.61万 | 清仓 |
| SMTH | ALPS ETF TR | $0 | 0.00% | 0 | -976 | -100.0% | -$2.51万 | 清仓 |
| — | CLEARWAY ENERGY INC | $0 | 0.00% | 0 | -610 | -100.0% | -$2.39万 | 清仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $0 | 0.00% | 0 | -762 | -100.0% | -$1.89万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.74万 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -16,000 | -100.0% | -$1.58万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -242 | -100.0% | -$1.57万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -198 | -100.0% | -$1.50万 | 清仓 |
| BHP | BHP BILLITON LIMITED 看涨期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$1.45万 | 清仓 |
| SPTL | SPDR SERIES TRUST | $0 | 0.00% | 0 | -409 | -100.0% | -$1.08万 | 清仓 |
| — | ALZAMEND NEURO INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$1.06万 | 清仓 |