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 |
|---|---|---|---|---|---|---|---|---|
| AIZ | ASSURANT INC | $59.04万 | 0.01% | 2,199 | 182 | 9.0% | $4.89万 | 加仓 |
| ALB | ALBEMARLE CORP | $58.97万 | 0.01% | 4,367 | -138 | -3.1% | -$1.86万 | 减仓 |
| IBDU | ISHARES TR | $58.73万 | 0.01% | 25,360 | 171 | 0.7% | $3,960 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $58.54万 | 0.01% | 18,519 | -22,333 | -54.7% | -$70.59万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $58.30万 | 0.01% | 1,594 | 348 | 27.9% | $12.73万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $58.29万 | 0.01% | 7,821 | -927 | -10.6% | -$6.91万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $58.28万 | 0.01% | 27,233 | 26,932 | 8,947.5% | $57.63万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $58.03万 | 0.01% | 3,026 | 2,918 | 2,701.9% | $55.96万 | 加仓 |
| EXC | EXELON CORP | $57.87万 | 0.01% | 12,414 | -8,343 | -40.2% | -$38.90万 | 减仓 |
| INGR | INGREDION INC | $57.81万 | 0.01% | 6,104 | 6,058 | 13,169.6% | $57.38万 | 加仓 |
| OC | OWENS CORNING NEW | $57.54万 | 0.01% | 3,620 | 359 | 11.0% | $5.71万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $57.44万 | 0.01% | 758 | -278 | -26.8% | -$21.07万 | 减仓 |
| DGRW | WISDOMTREE TR | $57.21万 | 0.01% | 5,983 | 0 | 0.0% | — | 不变 |
| TECX | TECTONIC THERAPEUTIC INC | $57.17万 | 0.01% | 16,630 | -10,130 | -37.9% | -$34.82万 | 减仓 |
| VDE | VANGUARD WORLD FD | $56.74万 | 0.01% | 3,779 | 516 | 15.8% | $7.75万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $56.70万 | 0.01% | 14,366 | -433 | -2.9% | -$1.71万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $56.66万 | 0.01% | 10,653 | -30,694 | -74.2% | -$163.26万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $56.53万 | 0.01% | 13,244 | -13,308 | -50.1% | -$56.80万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $56.51万 | 0.01% | 10,292 | 2,787 | 37.1% | $15.30万 | 加仓 |
| SAP | SAP SE | $56.48万 | 0.01% | 3,665 | 362 | 11.0% | $5.58万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $56.41万 | 0.01% | 5,869 | -16,807 | -74.1% | -$161.55万 | 减仓 |
| UNM | UNUM GROUP | $56.30万 | 0.01% | 6,298 | 3,049 | 93.8% | $27.26万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $56.11万 | 0.01% | 46,996 | 21,199 | 82.2% | $25.31万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $55.56万 | 0.01% | 2,565 | 1,193 | 87.0% | $25.84万 | 加仓 |
| ICLR | ICON PUB LTD CO | $55.52万 | 0.01% | 3,196 | 3,112 | 3,704.8% | $54.06万 | 重新持有 |
| ARKK | ARK ETF TR | $55.45万 | 0.01% | 6,861 | -38 | -0.6% | -$3,071 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $55.27万 | 0.01% | 6,314 | -473 | -7.0% | -$4.14万 | 减仓 |
| DOV | DOVER CORP | $55.27万 | 0.01% | 2,464 | -948 | -27.8% | -$21.27万 | 减仓 |
| WAB | WABTEC | $55.22万 | 0.01% | 2,048 | 140 | 7.3% | $3.77万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $55.18万 | 0.01% | 6,100 | 3,126 | 105.1% | $28.28万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $54.99万 | 0.01% | 3,367 | 2,116 | 169.1% | $34.56万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $54.57万 | 0.01% | 2,341 | 554 | 31.0% | $12.91万 | 加仓 |
| SEIC | SEI INVTS CO | $54.46万 | 0.01% | 6,209 | -45 | -0.7% | -$3,947 | 减仓 |
| VEEV | VEEVA SYS INC | $54.45万 | 0.01% | 3,068 | -2,159 | -41.3% | -$38.32万 | 减仓 |
| BAX | BAXTER INTL INC | $53.96万 | 0.01% | 25,308 | 23,975 | 1,798.6% | $51.11万 | 加仓 |
| FDUS | FIDUS INVT CORP | $53.85万 | 0.01% | 28,240 | 155 | 0.6% | $2,956 | 加仓 |
| AZO | AUTOZONE INC | $53.69万 | 0.01% | 168 | 86 | 104.9% | $27.49万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $53.56万 | 0.01% | 1,906 | 864 | 82.9% | $24.28万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $53.29万 | 0.01% | 6,143 | 43 | 0.7% | $3,730 | 加仓 |
| SOLV | SOLVENTUM CORP | $53.26万 | 0.01% | 6,904 | 3,719 | 116.8% | $28.69万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.06万 | 0.01% | 13,433 | -8,942 | -40.0% | -$35.32万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $53.05万 | 0.01% | 10,923 | -35 | -0.3% | -$1,700 | 减仓 |
| HAWX | ISHARES TR | $53.03万 | 0.01% | 11,404 | -3,687 | -24.4% | -$17.14万 | 减仓 |
| SJM | SMUCKER J M CO | $52.72万 | 0.00% | 4,686 | 35 | 0.8% | $3,937 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $52.66万 | 0.00% | 9,559 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $52.63万 | 0.00% | 22,410 | 0 | 0.0% | — | 不变 |
| DRAM | ROUNDHILL ETF TRUST | $52.54万 | 0.00% | 7,115 | 7,115 | — | $52.54万 | 新建仓 |
| EZU | ISHARES INC | $52.48万 | 0.00% | 7,551 | -7,499 | -49.8% | -$52.12万 | 减仓 |
| MSA | MSA SAFETY INC | $52.29万 | 0.00% | 2,995 | 19 | 0.6% | $3,317 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $51.71万 | 0.00% | 5,208 | -399 | -7.1% | -$3.96万 | 减仓 |
| IBDX | ISHARES TR | $51.58万 | 0.00% | 20,477 | -8,643 | -29.7% | -$21.77万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $51.55万 | 0.00% | 13,290 | -1,724 | -11.5% | -$6.69万 | 减仓 |
| OSK | OSHKOSH CORP | $51.37万 | 0.00% | 3,347 | 3,327 | 16,635.0% | $51.06万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $51.29万 | 0.00% | 3,077 | 293 | 10.5% | $4.88万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $51.17万 | 0.00% | 2,897 | 2,309 | 392.7% | $40.79万 | 加仓 |
| NET | CLOUDFLARE INC | $50.85万 | 0.00% | 2,073 | 1,085 | 109.8% | $26.61万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $50.55万 | 0.00% | 25,413 | -25,413 | -50.0% | -$50.55万 | 减仓 |
| IBB | ISHARES TR | $50.21万 | 0.00% | 2,640 | 357 | 15.6% | $6.79万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $50.04万 | 0.00% | 15,045 | -551 | -3.5% | -$1.83万 | 减仓 |
| GVI | ISHARES TR | $49.95万 | 0.00% | 4,708 | 30 | 0.6% | $3,183 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $49.94万 | 0.00% | 8,283 | 400 | 5.1% | $2.41万 | 加仓 |
| BALL | BALL CORP | $49.93万 | 0.00% | 8,001 | -1,534 | -16.1% | -$9.57万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $49.90万 | 0.00% | 8,041 | -636 | -7.3% | -$3.95万 | 减仓 |
| CRBN | ISHARES TR | $49.87万 | 0.00% | 1,971 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $49.82万 | 0.00% | 3,663 | -13,994 | -79.3% | -$190.32万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $49.59万 | 0.00% | 4,427 | 2,604 | 142.8% | $29.17万 | 重新持有 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $49.49万 | 0.00% | 4,979 | 3,542 | 246.5% | $35.21万 | 加仓 |
| GOOG | ALPHABET INC 看跌期权 | $49.47万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| EWY | ISHARES INC | $49.38万 | 0.00% | 2,446 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $49.28万 | 0.00% | 2,076 | 1,707 | 462.6% | $40.52万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $49.28万 | 0.00% | 8,879 | -8,976 | -50.3% | -$49.82万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $49.00万 | 0.00% | 20,297 | 13 | 0.1% | $314 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $48.97万 | 0.00% | 1,773 | -4,112 | -69.9% | -$113.56万 | 减仓 |
| HAL | HALLIBURTON CO | $48.91万 | 0.00% | 14,405 | -3,662 | -20.3% | -$12.43万 | 减仓 |
| AEG | AEGON LTD | $48.65万 | 0.00% | 57,646 | 11,936 | 26.1% | $10.07万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $48.55万 | 0.00% | 10,766 | -7,797 | -42.0% | -$35.16万 | 减仓 |
| INDA | ISHARES TR | $48.32万 | 0.00% | 9,784 | -5,120 | -34.4% | -$25.29万 | 减仓 |
| HEI | HEICO CORP NEW | $48.30万 | 0.00% | 1,356 | 25 | 1.9% | $8,905 | 加仓 |
| ALAB | ASTERA LABS INC | $47.67万 | 0.00% | 987 | 4 | 0.4% | $1,932 | 加仓 |
| CACI | CACI INTL INC | $47.30万 | 0.00% | 1,021 | 1,010 | 9,181.8% | $46.79万 | 重新持有 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $46.71万 | 0.00% | 2,746 | 1,346 | 96.1% | $22.90万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $45.50万 | 0.00% | 21,363 | 13 | 0.1% | $277 | 加仓 |
| WSO | WATSCO INC | $45.42万 | 0.00% | 1,090 | 1,051 | 2,694.9% | $43.80万 | 加仓 |
| MTB | M & T BK CORP | $45.34万 | 0.00% | 1,905 | 795 | 71.6% | $18.92万 | 加仓 |
| MGC | VANGUARD WORLD FD | $45.29万 | 0.00% | 1,655 | 0 | 0.0% | — | 不变 |
| XLU | SELECT SECTOR SPDR TR | $45.02万 | 0.00% | 9,929 | 774 | 8.5% | $3.51万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $44.78万 | 0.00% | 19,021 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $44.55万 | 0.00% | 24,628 | 3,402 | 16.0% | $6.15万 | 加仓 |
| — | IMPAX FUNDS SERIES TRUST I | $44.52万 | 0.00% | 17,083 | 0 | 0.0% | — | 不变 |
| QBTS | D-WAVE QUANTUM INC | $44.37万 | 0.00% | 18,496 | 3,449 | 22.9% | $8.27万 | 加仓 |
| — | MYOMO INC | $44.26万 | 0.00% | 425,609 | 9 | 0.0% | $9 | 加仓 |
| HEI/A | HEICO CORP NEW | $44.21万 | 0.00% | 1,714 | 100 | 6.2% | $2.58万 | 加仓 |
| XYL | XYLEM INC | $44.08万 | 0.00% | 3,729 | 1,626 | 77.3% | $19.22万 | 加仓 |
| AEIS | ADVANCED ENERGY INDS | $44.01万 | 0.00% | 1,180 | 235 | 24.9% | $8.76万 | 加仓 |
| PHM | PULTE GROUP INC | $43.59万 | 0.00% | 3,177 | -13,060 | -80.4% | -$179.20万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $43.53万 | 0.00% | 2,883 | 2,883 | — | $43.53万 | 新建仓 |
| FSBW | FS BANCORP INC | $43.40万 | 0.00% | 10,000 | -10,000 | -50.0% | -$43.40万 | 减仓 |
| TIP | ISHARES TR | $43.25万 | 0.00% | 3,953 | 3 | 0.1% | $328 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $43.25万 | 0.00% | 5,601 | 5,347 | 2,105.1% | $41.28万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $42.91万 | 0.00% | 3,981 | 3,586 | 907.8% | $38.65万 | 加仓 |