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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP | $121.55万 | 0.01% | 20,124 | 3,758 | 23.0% | $22.70万 | 加仓 |
| IDXX | IDEXX LABS INC | $121.43万 | 0.01% | 2,307 | 164 | 7.7% | $8.63万 | 加仓 |
| IYJ | ISHARES TR | $120.74万 | 0.01% | 7,245 | 3 | 0.0% | $500 | 加仓 |
| CBRE | CBRE GROUP INC | $120.45万 | 0.01% | 8,943 | 565 | 6.7% | $7.61万 | 加仓 |
| IJT | ISHARES TR | $120.35万 | 0.01% | 6,738 | -284 | -4.0% | -$5.07万 | 减仓 |
| — | CORE SCIENTIFIC INC NEW | $119.57万 | 0.01% | 48,000 | -15,318 | -24.2% | -$38.16万 | 减仓 |
| IDV | ISHARES TR | $119.04万 | 0.01% | 28,732 | 1,899 | 7.1% | $7.87万 | 加仓 |
| SNY | SANOFI SA | $118.76万 | 0.01% | 27,838 | 13,783 | 98.1% | $58.80万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $117.25万 | 0.01% | 2,600 | -556 | -17.6% | -$25.07万 | 减仓 |
| F | FORD MTR CO | $116.61万 | 0.01% | 83,895 | 25,209 | 43.0% | $35.04万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $115.91万 | 0.01% | 39,238 | -2,486 | -6.0% | -$7.34万 | 减仓 |
| HYG | ISHARES TR | $115.63万 | 0.01% | 14,460 | -162 | -1.1% | -$1.30万 | 减仓 |
| XEL | XCEL ENERGY INC | $115.40万 | 0.01% | 14,371 | 9,668 | 205.6% | $77.63万 | 加仓 |
| QYLD | GLOBAL X FDS | $115.27万 | 0.01% | 62,544 | -23,424 | -27.2% | -$43.17万 | 减仓 |
| COHR | COHERENT CORP | $114.28万 | 0.01% | 2,897 | 2,855 | 6,797.6% | $112.62万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $114.26万 | 0.01% | 11,772 | 1,178 | 11.1% | $11.43万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $113.41万 | 0.01% | 2,470 | 132 | 5.6% | $6.06万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $113.22万 | 0.01% | 24,512 | -4,021 | -14.1% | -$18.57万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $113.11万 | 0.01% | 21,920 | 2,980 | 15.7% | $15.38万 | 加仓 |
| APP | APPLOVIN CORP | $112.42万 | 0.01% | 2,182 | 1,782 | 445.5% | $91.81万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $111.92万 | 0.01% | 11,084 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $111.09万 | 0.01% | 14,540 | -580 | -3.8% | -$4.43万 | 减仓 |
| VTI | VANGUARD INDEX FDS 看涨期权 | $111.01万 | 0.01% | 3,000 | 3,000 | — | $111.01万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $109.76万 | 0.01% | 12,182 | 4,056 | 49.9% | $36.54万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $109.65万 | 0.01% | 4,286 | -458 | -9.7% | -$11.72万 | 减仓 |
| AOR | ISHARES TR | $109.33万 | 0.01% | 15,730 | 140 | 0.9% | $9,730 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $108.13万 | 0.01% | 16,000 | 16,000 | — | $108.13万 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $107.90万 | 0.01% | 22,220 | -19,266 | -46.4% | -$93.56万 | 减仓 |
| HEFA | ISHARES TR | $107.75万 | 0.01% | 22,962 | -5,999 | -20.7% | -$28.15万 | 减仓 |
| CTVA | CORTEVA INC | $107.47万 | 0.01% | 12,690 | 658 | 5.5% | $5.57万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $106.87万 | 0.01% | 9,660 | 1,174 | 13.8% | $12.99万 | 加仓 |
| AYI | ACUITY INC | $106.67万 | 0.01% | 2,832 | -3,358 | -54.2% | -$126.48万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $105.81万 | 0.01% | 3,202 | -97 | -2.9% | -$3.21万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $105.52万 | 0.01% | 24,516 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $104.91万 | 0.01% | 13,491 | 2,355 | 21.1% | $18.31万 | 加仓 |
| FNB | F N B CORP | $104.70万 | 0.01% | 54,874 | 337 | 0.6% | $6,430 | 加仓 |
| WTAI | WISDOMTREE TR | $104.67万 | 0.01% | 22,050 | 4,900 | 28.6% | $23.26万 | 加仓 |
| VFH | VANGUARD WORLD FD | $104.40万 | 0.01% | 7,933 | 292 | 3.8% | $3.84万 | 加仓 |
| GL | GLOBE LIFE INC | $103.60万 | 0.01% | 5,798 | 2,659 | 84.7% | $47.51万 | 加仓 |
| CCJ | CAMECO CORP | $103.25万 | 0.01% | 10,137 | 3,572 | 54.4% | $36.38万 | 加仓 |
| TER | TERADYNE INC | $102.91万 | 0.01% | 2,127 | -888 | -29.5% | -$42.97万 | 减仓 |
| EPI | WISDOMTREE TR | $102.73万 | 0.01% | 24,014 | -2,851 | -10.6% | -$12.20万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $102.69万 | 0.01% | 62,695 | -2,810 | -4.3% | -$4.60万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $102.57万 | 0.01% | 2,857 | 24 | 0.8% | $8,616 | 加仓 |
| ZTS | ZOETIS INC | $102.28万 | 0.01% | 14,233 | -5,060 | -26.2% | -$36.36万 | 减仓 |
| MKC | MCCORMICK & CO INC | $102.02万 | 0.01% | 20,234 | 197 | 1.0% | $9,933 | 加仓 |
| LAD | LITHIA MTRS INC | $101.93万 | 0.01% | 3,509 | 3,504 | 70,080.0% | $101.79万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $101.66万 | 0.01% | 11,568 | -202 | -1.7% | -$1.78万 | 减仓 |
| EQIX | EQUINIX INC | $100.86万 | 0.01% | 968 | 149 | 18.2% | $15.52万 | 加仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $100.50万 | 0.01% | 20,008 | 8 | 0.0% | $402 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| EAGG | ISHARES TR | $99.97万 | 0.01% | 21,087 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $99.60万 | 0.01% | 1,727 | -2,591 | -60.0% | -$149.42万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $98.61万 | 0.01% | 2,817 | 676 | 31.6% | $23.66万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $97.49万 | 0.01% | 10,247 | -853 | -7.7% | -$8.12万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $97.47万 | 0.01% | 18,474 | 5,573 | 43.2% | $29.40万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $97.40万 | 0.01% | 10,431 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $96.33万 | 0.01% | 11,189 | 7,227 | 182.4% | $62.22万 | 加仓 |
| TMUS | T-MOBILE US INC | $96.02万 | 0.01% | 5,724 | 2,622 | 84.5% | $43.98万 | 加仓 |
| IBDY | ISHARES TR | $95.92万 | 0.01% | 37,257 | 3,770 | 11.3% | $9.71万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $95.63万 | 0.01% | 22,146 | 10,681 | 93.2% | $46.12万 | 加仓 |
| RPM | RPM INTL INC | $95.29万 | 0.01% | 8,573 | -759 | -8.1% | -$8.44万 | 减仓 |
| BKMI | BNY MELLON ETF TRUST II | $95.20万 | 0.01% | 36,005 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $94.17万 | 0.01% | 4,766 | 11 | 0.2% | $2,173 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $93.62万 | 0.01% | 20,604 | -20,601 | -50.0% | -$93.61万 | 减仓 |
| KHC | KRAFT HEINZ CO | $93.15万 | 0.01% | 39,438 | -946 | -2.3% | -$2.23万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $92.86万 | 0.01% | 9,765 | -9,765 | -50.0% | -$92.86万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $92.19万 | 0.01% | 2,903 | 1,889 | 186.3% | $59.99万 | 加仓 |
| RL | RALPH LAUREN CORP | $91.84万 | 0.01% | 2,288 | -790 | -25.7% | -$31.71万 | 减仓 |
| IXJ | ISHARES TR | $91.69万 | 0.01% | 9,320 | 8,720 | 1,453.3% | $85.79万 | 加仓 |
| MFC | MANULIFE FINL CORP | $91.49万 | 0.01% | 22,584 | 8,843 | 64.4% | $35.82万 | 加仓 |
| MTUM | ISHARES TR | $90.93万 | 0.01% | 2,652 | 28 | 1.1% | $9,601 | 加仓 |
| GIS | GENERAL MILLS INC | $90.85万 | 0.01% | 26,105 | 11,350 | 76.9% | $39.50万 | 加仓 |
| SHM | SPDR SERIES TRUST | $90.47万 | 0.01% | 18,861 | 16 | 0.1% | $767 | 加仓 |
| COKE | COCA COLA CONS INC | $90.34万 | 0.01% | 4,732 | 42 | 0.9% | $8,019 | 加仓 |
| EFAV | ISHARES TR | $90.11万 | 0.01% | 10,274 | 1,542 | 17.7% | $13.52万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $89.65万 | 0.01% | 27,010 | 9,065 | 50.5% | $30.09万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $88.88万 | 0.01% | 17,784 | -1,637 | -8.4% | -$8.18万 | 减仓 |
| JBL | JABIL INC | $88.20万 | 0.01% | 2,288 | 2,146 | 1,511.3% | $82.73万 | 加仓 |
| IXN | ISHARES TR | $87.76万 | 0.01% | 6,074 | 92 | 1.5% | $1.33万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $87.56万 | 0.01% | 7,757 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $86.90万 | 0.01% | 12,137 | 575 | 5.0% | $4.12万 | 加仓 |
| VLTO | VERALTO CORP | $86.37万 | 0.01% | 9,740 | 297 | 3.1% | $2.63万 | 加仓 |
| IBN | ICICI BANK LIMITED | $86.20万 | 0.01% | 29,695 | 4,041 | 15.8% | $11.73万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $86.20万 | 0.01% | 6,841 | 854 | 14.3% | $10.76万 | 加仓 |
| DHI | D R HORTON INC | $86.11万 | 0.01% | 5,287 | 1,049 | 24.8% | $17.09万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $86.09万 | 0.01% | 18,463 | -9,918 | -34.9% | -$46.25万 | 减仓 |
| SLB | SLB LIMITED | $86.00万 | 0.01% | 18,498 | 5,320 | 40.4% | $24.73万 | 加仓 |
| XAR | SPDR SERIES TRUST | $85.46万 | 0.01% | 3,011 | 0 | 0.0% | — | 不变 |
| SFLR | INNOVATOR ETFS TRUST | $85.38万 | 0.01% | 22,130 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATLS CO | $84.98万 | 0.01% | 2,881 | -237 | -7.6% | -$6.99万 | 减仓 |
| — | NEOS ETF TRUST | $84.79万 | 0.01% | 18,026 | 524 | 3.0% | $2.46万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $84.73万 | 0.01% | 4,574 | 1,349 | 41.8% | $24.99万 | 加仓 |
| IJS | ISHARES TR | $84.67万 | 0.01% | 6,195 | -73 | -1.2% | -$9,978 | 减仓 |
| — | INNOVATOR ETFS TRUST | $84.63万 | 0.01% | 38,520 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC | $84.45万 | 0.01% | 9,949 | -911 | -8.4% | -$7.73万 | 减仓 |
| FISV | FISERV INC | $84.41万 | 0.01% | 17,209 | -947 | -5.2% | -$4.65万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $84.24万 | 0.01% | 14,474 | 13,529 | 1,431.6% | $78.74万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $84.17万 | 0.01% | 48,514 | -47,526 | -49.5% | -$82.46万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $83.97万 | 0.01% | 5,293 | 415 | 8.5% | $6.58万 | 加仓 |