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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $9.97亿 | 9.41% | 1,450,939 | -204,823 | -12.4% | -$1.41亿 | 减仓 |
| IVV | ISHARES TR | $3.25亿 | 3.07% | 433,690 | -3,895 | -0.9% | -$291.69万 | 减仓 |
| AAPL | APPLE INC | $2.98亿 | 2.81% | 1,030,593 | -119,551 | -10.4% | -$3,459.32万 | 减仓 |
| PCAR | PACCAR INC | $2.93亿 | 2.77% | 2,442,741 | -2,434,485 | -49.9% | -$2.92亿 | 减仓 |
| IWF | ISHARES TR | $2.43亿 | 2.30% | 1,958,655 | -196,913 | -9.1% | -$2,445.07万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.28亿 | 2.15% | 2,833,612 | -5,384 | -0.2% | -$43.38万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.13亿 | 2.01% | 570,657 | -338,900 | -37.3% | -$1.26亿 | 减仓 |
| VB | VANGUARD INDEX FDS | $1.58亿 | 1.49% | 522,390 | -2,768 | -0.5% | -$83.90万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $1.57亿 | 1.48% | 718,373 | -32,468 | -4.3% | -$707.57万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.53亿 | 1.45% | 205,100 | -47,253 | -18.7% | -$3,528.74万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1.51亿 | 1.43% | 3,006,007 | -94,365 | -3.0% | -$475.51万 | 减仓 |
| AMZN | AMAZON COM INC | $1.51亿 | 1.43% | 633,986 | -292,182 | -31.5% | -$6,963.86万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1.47亿 | 1.39% | 3,144,439 | 126,586 | 4.2% | $592.55万 | 加仓 |
| IDEV | ISHARES TR | $1.47亿 | 1.39% | 1,648,519 | -1,404,606 | -46.0% | -$1.25亿 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1.31亿 | 1.24% | 354,872 | -188,001 | -34.6% | -$6,956.80万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1.29亿 | 1.21% | 643,264 | -133,848 | -17.2% | -$2,678.16万 | 减仓 |
| GOOGL | ALPHABET INC | $1.27亿 | 1.20% | 355,358 | -46,511 | -11.6% | -$1,662.16万 | 减仓 |
| BGGG | BAILLIE GIFFORD ETF TR | $1.24亿 | 1.17% | 3,520,580 | 3,520,580 | — | $1.24亿 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1.17亿 | 1.11% | 2,844,690 | 129,956 | 4.8% | $536.07万 | 加仓 |
| IEFA | ISHARES TR | $1.06亿 | 1.00% | 1,096,285 | 65,158 | 6.3% | $629.30万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1.04亿 | 0.98% | 3,040,147 | -2,488,253 | -45.0% | -$8,491.16万 | 减仓 |
| IXUS | ISHARES TR | $9,997.56万 | 0.94% | 1,047,523 | -2,706 | -0.3% | -$25.83万 | 减仓 |
| DLN | WISDOMTREE TR | $9,079.25万 | 0.86% | 942,613 | -33,669 | -3.4% | -$324.30万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,852.48万 | 0.84% | 416,058 | -244,406 | -37.0% | -$5,200.23万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $8,632.70万 | 0.81% | 263,732 | -26,197 | -9.0% | -$857.50万 | 减仓 |
| IWR | ISHARES TR | $8,411.70万 | 0.79% | 762,482 | -6,248 | -0.8% | -$68.93万 | 减仓 |
| CAT | CATERPILLAR INC | $8,230.21万 | 0.78% | 77,286 | -14,908 | -16.2% | -$1,587.56万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $7,503.52万 | 0.71% | 1,971,498 | -1,771,423 | -47.3% | -$6,742.04万 | 减仓 |
| IJR | ISHARES TR | $7,362.63万 | 0.69% | 496,435 | 5,091 | 1.0% | $75.50万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $7,324.99万 | 0.69% | 232,843 | -17,247 | -6.9% | -$542.57万 | 减仓 |
| IJH | ISHARES TR | $7,283.55万 | 0.69% | 944,567 | 16,974 | 1.8% | $130.89万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $7,022.07万 | 0.66% | 1,243,285 | 7,859 | 0.6% | $44.39万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,809.80万 | 0.64% | 955,762 | -603,695 | -38.7% | -$4,301.33万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $6,806.93万 | 0.64% | 3,664,565 | 53,530 | 1.5% | $99.43万 | 加仓 |
| GOOG | ALPHABET INC | $6,803.20万 | 0.64% | 192,546 | -59,915 | -23.7% | -$2,116.97万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6,679.56万 | 0.63% | 133,487 | -22,577 | -14.5% | -$1,129.73万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $6,669.50万 | 0.63% | 3,274,980 | 19,713 | 0.6% | $40.15万 | 加仓 |
| LLY | ELI LILLY & CO | $6,652.85万 | 0.63% | 55,467 | -4,714 | -7.8% | -$565.41万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $6,508.94万 | 0.61% | 3,910,447 | 89,907 | 2.4% | $149.65万 | 加仓 |
| AVGO | BROADCOM INC | $5,955.60万 | 0.56% | 157,661 | -7,018 | -4.3% | -$265.10万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $5,947.41万 | 0.56% | 234,177 | -27,959 | -10.7% | -$710.08万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $5,792.09万 | 0.55% | 2,750,934 | 88,835 | 3.3% | $187.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,693.07万 | 0.54% | 1,364,264 | -1,351,541 | -49.8% | -$5,639.98万 | 减仓 |
| EFA | ISHARES TR | $5,503.33万 | 0.52% | 529,778 | 18,273 | 3.6% | $189.82万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5,388.82万 | 0.51% | 92,765 | -14,226 | -13.3% | -$826.40万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $5,300.40万 | 0.50% | 865,654 | -9,185 | -1.0% | -$56.24万 | 减仓 |
| IVW | ISHARES TR | $5,155.59万 | 0.49% | 374,870 | 5,288 | 1.4% | $72.73万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $5,123.51万 | 0.48% | 2,077,660 | 123,617 | 6.3% | $304.84万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4,976.17万 | 0.47% | 43,110 | -15,069 | -25.9% | -$1,739.41万 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $4,754.12万 | 0.45% | 1,349,068 | -1,400,046 | -50.9% | -$4,933.76万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,680.01万 | 0.44% | 50,028 | -9,856 | -16.5% | -$922.01万 | 减仓 |
| IWB | ISHARES TR | $4,629.85万 | 0.44% | 113,061 | -36,233 | -24.3% | -$1,483.74万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $4,445.04万 | 0.42% | 347,785 | -43,750 | -11.2% | -$559.17万 | 减仓 |
| IWV | ISHARES TR | $4,419.02万 | 0.42% | 103,636 | -103 | -0.1% | -$4.39万 | 减仓 |
| WMT | WALMART INC | $4,332.60万 | 0.41% | 382,536 | -69,717 | -15.4% | -$789.61万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $4,285.01万 | 0.40% | 271,152 | 75,383 | 38.5% | $1,191.28万 | 加仓 |
| SDY | SPDR SERIES TRUST | $4,256.63万 | 0.40% | 279,710 | -530 | -0.2% | -$8.07万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,256.34万 | 0.40% | 124,812 | -9,652 | -7.2% | -$329.15万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $4,184.79万 | 0.39% | 266,632 | 88,437 | 49.6% | $1,388.02万 | 加仓 |
| — | NEOS ETF TRUST | $4,109.61万 | 0.39% | 834,478 | -34,718 | -4.0% | -$170.98万 | 减仓 |
| QUAL | ISHARES TR | $4,061.77万 | 0.38% | 185,105 | -12,524 | -6.3% | -$274.81万 | 减仓 |
| META | META PLATFORMS INC | $4,053.41万 | 0.38% | 71,960 | -7,066 | -8.9% | -$398.02万 | 减仓 |
| ETN | EATON CORP PLC | $4,028.19万 | 0.38% | 94,532 | 1,812 | 2.0% | $77.21万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $3,998.38万 | 0.38% | 162,397 | -39,434 | -19.5% | -$970.91万 | 减仓 |
| SON | SONOCO PRODS CO | $3,905.21万 | 0.37% | 693,027 | 693,004 | 3,013,060.9% | $3,905.08万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,563.33万 | 0.34% | 150,593 | -1,859 | -1.2% | -$43.99万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3,556.30万 | 0.34% | 415,990 | 254,301 | 157.3% | $2,174.02万 | 加仓 |
| RTX | RTX CORPORATION | $3,340.16万 | 0.32% | 176,048 | -6,642 | -3.6% | -$126.02万 | 减仓 |
| — | EXXON MOBIL CORP | $3,227.37万 | 0.30% | 236,056 | -28,611 | -10.8% | -$391.17万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,154.73万 | 0.30% | 366,233 | -141,325 | -27.8% | -$1,217.37万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $3,124.47万 | 0.29% | 44,423 | 735 | 1.7% | $51.70万 | 加仓 |
| IWM | ISHARES TR | $2,969.20万 | 0.28% | 98,825 | -21,992 | -18.2% | -$660.75万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2,949.77万 | 0.28% | 57,433 | -10,109 | -15.0% | -$519.20万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,947.05万 | 0.28% | 98,931 | -2,048 | -2.0% | -$61.01万 | 减仓 |
| CSCO | CISCO SYS INC | $2,933.39万 | 0.28% | 249,736 | -23,718 | -8.7% | -$278.59万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,905.40万 | 0.27% | 40,185 | 911 | 2.3% | $65.87万 | 加仓 |
| CVX | CHEVRON CORPORATION | $2,896.93万 | 0.27% | 174,767 | -15,330 | -8.1% | -$254.11万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2,892.50万 | 0.27% | 197,251 | -16,937 | -7.9% | -$248.37万 | 减仓 |
| IWD | ISHARES TR | $2,854.42万 | 0.27% | 117,742 | -48,314 | -29.1% | -$1,171.27万 | 减仓 |
| ABBV | ABBVIE INC | $2,793.73万 | 0.26% | 111,021 | -23,138 | -17.2% | -$582.24万 | 减仓 |
| PEP | PEPSICO INC | $2,791.77万 | 0.26% | 206,187 | -17,265 | -7.7% | -$233.77万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,759.65万 | 0.26% | 686,310 | 6,569 | 1.0% | $26.41万 | 加仓 |
| TXN | TEXAS INSTRS INC | $2,751.16万 | 0.26% | 92,299 | -4,231 | -4.4% | -$126.11万 | 减仓 |
| HD | HOME DEPOT INC | $2,671.39万 | 0.25% | 75,745 | -7,009 | -8.5% | -$247.19万 | 减仓 |
| ACWI | ISHARES TR | $2,652.23万 | 0.25% | 168,965 | -18,064 | -9.7% | -$283.55万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,636.94万 | 0.25% | 248,042 | -4,012 | -1.6% | -$42.65万 | 减仓 |
| IVE | ISHARES TR | $2,609.05万 | 0.25% | 114,906 | 1,472 | 1.3% | $33.42万 | 加仓 |
| IBMQ | ISHARES TR | $2,586.86万 | 0.24% | 1,011,284 | 25,353 | 2.6% | $64.85万 | 加仓 |
| IBMR | ISHARES TR | $2,556.46万 | 0.24% | 1,006,875 | 27,005 | 2.8% | $68.57万 | 加仓 |
| IBMP | ISHARES TR | $2,544.61万 | 0.24% | 1,001,027 | 24,692 | 2.5% | $62.77万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,531.53万 | 0.24% | 34,378 | -20,809 | -37.7% | -$1,532.33万 | 减仓 |
| BX | BLACKSTONE INC | $2,527.76万 | 0.24% | 214,818 | -5,112 | -2.3% | -$60.15万 | 减仓 |
| V | VISA INC | $2,454.53万 | 0.23% | 71,541 | -18,842 | -20.8% | -$646.46万 | 减仓 |
| TSLA | TESLA INC | $2,419.79万 | 0.23% | 57,532 | -8,267 | -12.6% | -$347.71万 | 减仓 |
| ESGU | ISHARES TR | $2,409.65万 | 0.23% | 147,226 | -190,670 | -56.4% | -$3,120.70万 | 减仓 |
| IBMS | ISHARES TR | $2,408.35万 | 0.23% | 930,943 | 31,702 | 3.5% | $82.01万 | 加仓 |
| AGG | ISHARES TR | $2,343.95万 | 0.22% | 236,811 | -22,173 | -8.6% | -$219.47万 | 减仓 |
| USHY | ISHARES TR | $2,325.52万 | 0.22% | 628,181 | 621,519 | 9,329.3% | $2,300.86万 | 加仓 |
| HYLB | DBX ETF TR | $2,316.48万 | 0.22% | 634,304 | 631,721 | 24,456.9% | $2,307.05万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $2,176.92万 | 0.21% | 550,562 | 18,330 | 3.4% | $72.48万 | 加仓 |