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 |
|---|---|---|---|---|---|---|---|---|
| IGSB | ISHARES TR | $179.86万 | 0.02% | 34,319 | -5,577 | -14.0% | -$29.23万 | 减仓 |
| OEF | ISHARES TR | $178.47万 | 0.02% | 4,878 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $178.25万 | 0.02% | 16,515 | -237 | -1.4% | -$2.56万 | 减仓 |
| CI | THE CIGNA GROUP | $178.23万 | 0.02% | 6,465 | -361 | -5.3% | -$9.95万 | 减仓 |
| LQD | ISHARES TR | $177.88万 | 0.02% | 16,309 | 2,021 | 14.1% | $22.04万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $176.85万 | 0.02% | 4,772 | 830 | 21.1% | $30.76万 | 加仓 |
| NVO | NOVO-NORDISK A S | $176.78万 | 0.02% | 36,875 | 280 | 0.8% | $1.34万 | 加仓 |
| VCR | VANGUARD WORLD FD | $176.53万 | 0.02% | 4,451 | 1 | 0.0% | $397 | 加仓 |
| GM | GENERAL MTRS CO | $174.70万 | 0.02% | 22,664 | -35,976 | -61.4% | -$277.31万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $173.61万 | 0.02% | 32,689 | 452 | 1.4% | $2.40万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $172.37万 | 0.02% | 1,294 | -1,369 | -51.4% | -$182.36万 | 减仓 |
| VDC | VANGUARD WORLD FD | $171.18万 | 0.02% | 7,591 | -105 | -1.4% | -$2.37万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $170.92万 | 0.02% | 50,272 | -13,119 | -20.7% | -$44.60万 | 减仓 |
| IBDS | ISHARES TR | $170.88万 | 0.02% | 70,553 | -1,664 | -2.3% | -$4.03万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $170.25万 | 0.02% | 13,476 | -3,306 | -19.7% | -$41.77万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $169.40万 | 0.02% | 4,126 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $168.72万 | 0.02% | 24,294 | -21,452 | -46.9% | -$148.99万 | 减仓 |
| SHOP | SHOPIFY INC | $168.04万 | 0.02% | 14,717 | -3,777 | -20.4% | -$43.13万 | 减仓 |
| GLDM | WORLD GOLD TR | $168.03万 | 0.02% | 21,157 | 2,516 | 13.5% | $19.98万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $167.67万 | 0.02% | 6,909 | 133 | 2.0% | $3.23万 | 加仓 |
| — | NAUTILUS BIOTECHNOLOGY INC | $166.95万 | 0.02% | 892,787 | -1,436,997 | -61.7% | -$268.72万 | 减仓 |
| PSX | PHILLIPS 66 | $166.86万 | 0.02% | 9,870 | -794 | -7.4% | -$13.42万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $166.06万 | 0.02% | 3,381 | 707 | 26.4% | $34.73万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $165.01万 | 0.02% | 9,900 | 1,253 | 14.5% | $20.88万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $163.69万 | 0.02% | 1,184 | 229 | 24.0% | $31.66万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $162.68万 | 0.02% | 66,264 | -9,956 | -13.1% | -$24.44万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $162.31万 | 0.02% | 4,921 | 20 | 0.4% | $6,597 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $161.04万 | 0.02% | 13,731 | 6,619 | 93.1% | $77.63万 | 加仓 |
| NOW | SERVICENOW INC | $160.45万 | 0.02% | 16,161 | -16,564 | -50.6% | -$164.45万 | 减仓 |
| AME | AMETEK INC | $156.96万 | 0.01% | 6,487 | 342 | 5.6% | $8.27万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $156.90万 | 0.01% | 6,605 | 3,790 | 134.6% | $90.03万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $156.36万 | 0.01% | 39,283 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $155.11万 | 0.01% | 15,774 | 1,976 | 14.3% | $19.43万 | 加仓 |
| ACWV | ISHARES INC | $154.26万 | 0.01% | 12,830 | -853 | -6.2% | -$10.26万 | 减仓 |
| BBY | BEST BUY INC | $153.88万 | 0.01% | 20,279 | -4,031 | -16.6% | -$30.59万 | 减仓 |
| ESLT | ELBIT SYS LTD | $153.45万 | 0.01% | 2,022 | 977 | 93.5% | $74.14万 | 加仓 |
| DGRO | ISHARES TR | $153.41万 | 0.01% | 20,241 | 14,107 | 230.0% | $106.92万 | 加仓 |
| FMNB | FARMERS NATIONAL BANC CORP | $153.30万 | 0.01% | 105,002 | 27 | 0.0% | $394 | 加仓 |
| EMXC | ISHARES INC | $153.15万 | 0.01% | 14,971 | 2,096 | 16.3% | $21.44万 | 加仓 |
| DLTR | DOLLAR TREE INC | $151.60万 | 0.01% | 12,534 | 1,000 | 8.7% | $12.10万 | 加仓 |
| UBS | UBS GROUP AG | $150.78万 | 0.01% | 30,424 | -14,825 | -32.8% | -$73.47万 | 减仓 |
| IUSB | ISHARES TR | $150.20万 | 0.01% | 32,545 | -1,236 | -3.7% | -$5.70万 | 减仓 |
| QQQI | NEOS ETF TRUST | $150.11万 | 0.01% | 26,433 | 2,869 | 12.2% | $16.29万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $149.68万 | 0.01% | 5,999 | 125 | 2.1% | $3.12万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $149.46万 | 0.01% | 10,534 | -1,368 | -11.5% | -$19.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $148.84万 | 0.01% | 35,366 | -144 | -0.4% | -$6,060 | 减仓 |
| COR | CENCORA INC | $148.56万 | 0.01% | 5,250 | 2,128 | 68.2% | $60.22万 | 加仓 |
| YUM | YUM BRANDS INC | $148.46万 | 0.01% | 9,287 | 1,219 | 15.1% | $19.49万 | 加仓 |
| BIL | SPDR SERIES TRUST | $147.06万 | 0.01% | 16,048 | 2,254 | 16.3% | $20.66万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $146.60万 | 0.01% | 3,906 | 1,663 | 74.1% | $62.42万 | 加仓 |
| KVUE | KENVUE INC | $146.37万 | 0.01% | 76,591 | -6,574 | -7.9% | -$12.56万 | 减仓 |
| HSY | HERSHEY CO | $146.12万 | 0.01% | 8,328 | 4,195 | 101.5% | $73.60万 | 加仓 |
| SNDK | SANDISK CORP | $145.97万 | 0.01% | 642 | -210 | -24.6% | -$47.75万 | 减仓 |
| IBMO | ISHARES TR | $145.60万 | 0.01% | 56,787 | -1,528 | -2.6% | -$3.92万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $144.91万 | 0.01% | 10,021 | 3,454 | 52.6% | $49.95万 | 加仓 |
| IYW | ISHARES TR | $144.57万 | 0.01% | 5,731 | -225 | -3.8% | -$5.68万 | 减仓 |
| O | REALTY INCOME CORP | $144.24万 | 0.01% | 23,281 | 8,978 | 62.8% | $55.62万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $143.98万 | 0.01% | 12,664 | -549 | -4.2% | -$6.24万 | 减仓 |
| ECL | ECOLAB INC | $143.93万 | 0.01% | 5,166 | 976 | 23.3% | $27.19万 | 加仓 |
| CTAS | CINTAS CORP | $142.30万 | 0.01% | 8,366 | 1,193 | 16.6% | $20.29万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $141.80万 | 0.01% | 10,789 | 7,260 | 205.7% | $95.42万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $140.83万 | 0.01% | 12,830 | -597 | -4.4% | -$6.55万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $139.54万 | 0.01% | 30,934 | -7,606 | -19.7% | -$34.31万 | 减仓 |
| KEX | KIRBY CORP | $138.91万 | 0.01% | 10,216 | 196 | 2.0% | $2.67万 | 加仓 |
| AAPL | APPLE INC 看跌期权 | $138.89万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $138.54万 | 0.01% | 69,064 | -31,385 | -31.2% | -$62.96万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $137.91万 | 0.01% | 6,472 | 1,302 | 25.2% | $27.74万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $137.35万 | 0.01% | 7,649 | 5,578 | 269.3% | $100.16万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $137.28万 | 0.01% | 27,098 | 11,776 | 76.9% | $59.66万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $137.12万 | 0.01% | 35,616 | -2,622 | -6.9% | -$10.09万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $136.66万 | 0.01% | 11,175 | -1,954 | -14.9% | -$23.90万 | 减仓 |
| GSK | GSK PLC | $135.88万 | 0.01% | 25,921 | 11,038 | 74.2% | $57.86万 | 加仓 |
| LONZ | PIMCO ETF TR | $135.85万 | 0.01% | 27,551 | 27,551 | — | $135.85万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $135.08万 | 0.01% | 2,586 | -305 | -10.5% | -$15.93万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $134.41万 | 0.01% | 23,307 | 344 | 1.5% | $1.98万 | 加仓 |
| IBDT | ISHARES TR | $134.40万 | 0.01% | 53,227 | 1,033 | 2.0% | $2.61万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $134.00万 | 0.01% | 15,464 | 2,728 | 21.4% | $23.64万 | 加仓 |
| RKT | ROCKET COS INC | $133.70万 | 0.01% | 84,890 | 4,797 | 6.0% | $7.56万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $133.51万 | 0.01% | 14,185 | -1,457 | -9.3% | -$13.71万 | 减仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $132.89万 | 0.01% | 83,423 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $132.72万 | 0.01% | 16,133 | 163 | 1.0% | $1.34万 | 加仓 |
| OPK | OPKO HEALTH INC | $132.49万 | 0.01% | 883,288 | -831 | -0.1% | -$1,246 | 减仓 |
| CORZW | CORE SCIENTIFIC INC NEW | $131.60万 | 0.01% | 70,000 | -30,000 | -30.0% | -$56.40万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $131.55万 | 0.01% | 15,976 | 1,870 | 13.3% | $15.40万 | 加仓 |
| FSLR | FIRST SOLAR INC | $130.96万 | 0.01% | 5,550 | -58 | -1.0% | -$1.37万 | 减仓 |
| FULT | FULTON FINL CORP PA | $129.01万 | 0.01% | 53,334 | 12,021 | 29.1% | $29.08万 | 加仓 |
| MP | MP MATERIALS CORP | $128.66万 | 0.01% | 22,970 | 15,049 | 190.0% | $84.29万 | 加仓 |
| EBAY | EBAY INC. | $128.45万 | 0.01% | 11,495 | 3,568 | 45.0% | $39.87万 | 加仓 |
| PLD | PROLOGIS INC. | $127.63万 | 0.01% | 9,421 | -219 | -2.3% | -$2.97万 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $127.57万 | 0.01% | 77,859 | 11,778 | 17.8% | $19.30万 | 加仓 |
| RKLB | ROCKET LAB CORP | $127.49万 | 0.01% | 12,542 | 11,354 | 955.7% | $115.41万 | 加仓 |
| RBLX | ROBLOX CORP | $127.15万 | 0.01% | 23,381 | -26,106 | -52.8% | -$141.96万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $126.98万 | 0.01% | 10,733 | 10,213 | 1,964.0% | $120.83万 | 加仓 |
| WULF | TERAWULF INC | $126.45万 | 0.01% | 51,194 | 51,194 | — | $126.45万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $126.24万 | 0.01% | 35,009 | -127 | -0.4% | -$4,580 | 减仓 |
| MKL | MARKEL GROUP INC | $124.80万 | 0.01% | 639 | -1,154 | -64.4% | -$225.38万 | 减仓 |
| KR | KROGER CO | $123.93万 | 0.01% | 22,317 | -5,742 | -20.5% | -$31.89万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $122.50万 | 0.01% | 23,996 | -562 | -2.3% | -$2.87万 | 减仓 |
| ENB | ENBRIDGE INC | $122.15万 | 0.01% | 22,533 | -6,509 | -22.4% | -$35.29万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $122.13万 | 0.01% | 10,459 | 2,846 | 37.4% | $33.23万 | 加仓 |