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 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $83.36万 | 0.01% | 4,742 | 3,379 | 247.9% | $59.40万 | 加仓 |
| RNST | RENASANT CORP | $83.23万 | 0.01% | 19,566 | 44 | 0.2% | $1,872 | 加仓 |
| IEF | ISHARES TR | $83.12万 | 0.01% | 8,789 | -795 | -8.3% | -$7.52万 | 减仓 |
| — | HONEYWELL INTL INC | $82.31万 | 0.01% | 3,676 | -25,910 | -87.6% | -$580.13万 | 重新持有 |
| HDV | ISHARES TR | $82.02万 | 0.01% | 29,925 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $80.77万 | 0.01% | 3,025 | -1,275 | -29.7% | -$34.05万 | 减仓 |
| NTAP | NETAPP INC | $80.71万 | 0.01% | 5,215 | -2,039 | -28.1% | -$31.56万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $80.52万 | 0.01% | 17,688 | 5,513 | 45.3% | $25.10万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $80.44万 | 0.01% | 8,022 | 2,105 | 35.6% | $21.11万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $79.86万 | 0.01% | 37,797 | -315 | -0.8% | -$6,656 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $79.63万 | 0.01% | 36,618 | -326 | -0.9% | -$7,089 | 减仓 |
| VAW | VANGUARD WORLD FD | $79.59万 | 0.01% | 3,479 | 255 | 7.9% | $5.83万 | 加仓 |
| IBDV | ISHARES TR | $79.18万 | 0.01% | 36,319 | 17,416 | 92.1% | $37.97万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $79.09万 | 0.01% | 9,745 | 7,661 | 367.6% | $62.17万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $78.89万 | 0.01% | 7,087 | 3,696 | 109.0% | $41.14万 | 加仓 |
| FTV | FORTIVE CORP | $77.85万 | 0.01% | 12,743 | 1,593 | 14.3% | $9.73万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $77.63万 | 0.01% | 11,490 | 4,441 | 63.0% | $30.00万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $77.50万 | 0.01% | 5,860 | -6,846 | -53.9% | -$90.54万 | 减仓 |
| MXI | ISHARES TR | $77.39万 | 0.01% | 7,312 | 7,312 | — | $77.39万 | 新建仓 |
| AEE | AMEREN CORP | $77.24万 | 0.01% | 6,833 | -1,335 | -16.3% | -$15.09万 | 减仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $76.17万 | 0.01% | 19,386 | 19,386 | — | $76.17万 | 新建仓 |
| DES | WISDOMTREE TR | $76.16万 | 0.01% | 18,723 | -639 | -3.3% | -$2.60万 | 减仓 |
| DG | DOLLAR GEN CORP | $75.76万 | 0.01% | 6,581 | 1,072 | 19.5% | $12.34万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $75.73万 | 0.01% | 12,947 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $75.71万 | 0.01% | 5,713 | 4,188 | 274.6% | $55.50万 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $75.23万 | 0.01% | 6,610 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $75.20万 | 0.01% | 12,509 | 11,796 | 1,654.4% | $70.92万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $75.13万 | 0.01% | 9,643 | 224 | 2.4% | $1.75万 | 加仓 |
| IONQ | IONQ INC | $74.96万 | 0.01% | 14,074 | 1,298 | 10.2% | $6.91万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $74.77万 | 0.01% | 14,806 | -2,263 | -13.3% | -$11.43万 | 减仓 |
| SRE | SEMPRA | $74.61万 | 0.01% | 8,048 | 1,483 | 22.6% | $13.75万 | 加仓 |
| B | BARRICK MNG CORP | $74.26万 | 0.01% | 20,217 | -4,210 | -17.2% | -$15.46万 | 减仓 |
| EME | EMCOR GROUP INC | $74.13万 | 0.01% | 893 | -121 | -11.9% | -$10.04万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $73.87万 | 0.01% | 25,506 | -554 | -2.1% | -$1.60万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $73.41万 | 0.01% | 3,799 | -1,504 | -28.4% | -$29.06万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $73.08万 | 0.01% | 9,016 | -977 | -9.8% | -$7.92万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $73.07万 | 0.01% | 18,162 | -326 | -1.8% | -$1.31万 | 减仓 |
| RPC | RIDGEPOST CAP INC | $72.95万 | 0.01% | 92,698 | -48,070 | -34.1% | -$37.83万 | 减仓 |
| — | COHEN & STEERS CLOSED-END | $72.34万 | 0.01% | 52,116 | -702 | -1.3% | -$9,744 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $71.82万 | 0.01% | 13,058 | -13,016 | -49.9% | -$71.59万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $71.77万 | 0.01% | 1,841 | 644 | 53.8% | $25.11万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $71.68万 | 0.01% | 2,120 | 269 | 14.5% | $9.10万 | 加仓 |
| HPQ | HP INC | $71.53万 | 0.01% | 32,601 | -5,647 | -14.8% | -$12.39万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $71.48万 | 0.01% | 7,279 | 928 | 14.6% | $9.11万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $71.41万 | 0.01% | 28,497 | -27,851 | -49.4% | -$69.79万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $71.41万 | 0.01% | 3,813 | 966 | 33.9% | $18.09万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $71.39万 | 0.01% | 4,380 | 4,294 | 4,993.0% | $69.98万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $71.03万 | 0.01% | 2,972 | 1,115 | 60.0% | $26.65万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $70.70万 | 0.01% | 7,298 | 1,604 | 28.2% | $15.54万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $70.56万 | 0.01% | 5,811 | 2,557 | 78.6% | $31.05万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $70.42万 | 0.01% | 23,489 | 6,839 | 41.1% | $20.50万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $69.77万 | 0.01% | 9,174 | 7,111 | 344.7% | $54.08万 | 加仓 |
| SNPE | DBX ETF TR | $69.55万 | 0.01% | 10,100 | 0 | 0.0% | — | 不变 |
| DMXF | ISHARES TR | $68.82万 | 0.01% | 8,135 | -66,379 | -89.1% | -$561.57万 | 减仓 |
| FAST | FASTENAL CO | $68.68万 | 0.01% | 14,300 | -28,303 | -66.4% | -$135.94万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $68.28万 | 0.01% | 72,717 | -398 | -0.5% | -$3,737 | 减仓 |
| ITA | ISHARES TR | $68.20万 | 0.01% | 2,813 | -171 | -5.7% | -$4.15万 | 减仓 |
| BP | BP PLC | $68.02万 | 0.01% | 18,408 | -12,115 | -39.7% | -$44.76万 | 减仓 |
| SAN | BANCO SANTANDER SA | $67.88万 | 0.01% | 49,185 | -27,859 | -36.2% | -$38.45万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $67.30万 | 0.01% | 2,503 | 2,105 | 528.9% | $56.60万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $66.73万 | 0.01% | 9,797 | -6 | -0.1% | -$409 | 减仓 |
| TXT | TEXTRON INC | $66.53万 | 0.01% | 7,253 | -2,544 | -26.0% | -$23.34万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $66.43万 | 0.01% | 4,305 | 1,295 | 43.0% | $19.98万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $66.39万 | 0.01% | 12,844 | 30 | 0.2% | $1,551 | 加仓 |
| EAT | BRINKER INTL INC | $65.79万 | 0.01% | 3,916 | 28 | 0.7% | $4,704 | 加仓 |
| NTRS | NORTHERN TR CORP | $65.43万 | 0.01% | 3,764 | 1,399 | 59.2% | $24.32万 | 加仓 |
| SNPS | SYNOPSYS INC | $65.30万 | 0.01% | 1,464 | 507 | 53.0% | $22.62万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $65.24万 | 0.01% | 2,496 | 113 | 4.7% | $2.95万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $65.00万 | 0.01% | 24,391 | 11,000 | 82.1% | $29.32万 | 加仓 |
| GPC | GENUINE PARTS CO | $64.39万 | 0.01% | 5,458 | 3,719 | 213.9% | $43.88万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $63.81万 | 0.01% | 4,091 | 300 | 7.9% | $4.68万 | 加仓 |
| RS | RELIANCE INC | $63.55万 | 0.01% | 1,701 | 17 | 1.0% | $6,351 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $63.50万 | 0.01% | 19,441 | -19,400 | -49.9% | -$63.36万 | 减仓 |
| CG | CARLYLE GROUP INC | $63.49万 | 0.01% | 15,078 | -223 | -1.5% | -$9,390 | 减仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $63.17万 | 0.01% | 13,477 | -18,883 | -58.4% | -$88.50万 | 减仓 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $62.95万 | 0.01% | 5,959 | -99 | -1.6% | -$1.05万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $62.69万 | 0.01% | 4,290 | 1,040 | 32.0% | $15.20万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $62.46万 | 0.01% | 48,531 | -21,411 | -30.6% | -$27.56万 | 减仓 |
| IQMM | PROSHARES TR | $61.93万 | 0.01% | 6,189 | 6,189 | — | $61.93万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $61.92万 | 0.01% | 8,172 | 11 | 0.1% | $833 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $61.58万 | 0.01% | 8,177 | 7,921 | 3,094.1% | $59.65万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $61.48万 | 0.01% | 11,380 | -612 | -5.1% | -$3.31万 | 减仓 |
| USPX | FRANKLIN TEMPLETON ETF TR | $61.33万 | 0.01% | 9,392 | 9,392 | — | $61.33万 | 新建仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $61.20万 | 0.01% | 5,040 | 2,303 | 84.1% | $27.96万 | 加仓 |
| SANM | SANMINA CORP | $61.09万 | 0.01% | 2,414 | 840 | 53.4% | $21.26万 | 加仓 |
| NIC | NICOLET BANKSHARES INC | $60.96万 | 0.01% | 3,686 | 3,235 | 717.3% | $53.50万 | 重新持有 |
| VST | VISTRA CORP | $60.90万 | 0.01% | 3,839 | 3,334 | 660.2% | $52.89万 | 加仓 |
| SHV | ISHARES TR | $60.81万 | 0.01% | 5,511 | -2,200 | -28.5% | -$24.28万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $60.49万 | 0.01% | 20,029 | 5,218 | 35.2% | $15.76万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $60.47万 | 0.01% | 5,645 | 4,354 | 337.3% | $46.64万 | 加仓 |
| DEO | DIAGEO PLC | $60.02万 | 0.01% | 7,466 | 6,308 | 544.7% | $50.71万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $59.90万 | 0.01% | 2,971 | -43 | -1.4% | -$8,669 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $59.86万 | 0.01% | 26,787 | -409 | -1.5% | -$9,139 | 减仓 |
| SLYG | SPDR SERIES TRUST | $59.80万 | 0.01% | 5,020 | 150 | 3.1% | $1.79万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $59.64万 | 0.01% | 7,776 | 64 | 0.8% | $4,909 | 加仓 |
| SANA | SANA BIOTECHNOLOGY INC | $59.59万 | 0.01% | 170,739 | -166,042 | -49.3% | -$57.95万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $59.58万 | 0.01% | 8,611 | 231 | 2.8% | $1.60万 | 加仓 |
| HUBB | HUBBELL INC | $59.28万 | 0.01% | 1,133 | -521 | -31.5% | -$27.26万 | 减仓 |
| UDR | UDR INC | $59.28万 | 0.01% | 14,849 | 146 | 1.0% | $5,828 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $59.24万 | 0.01% | 20,873 | 0 | 0.0% | — | 不变 |