13F 机构持仓

Clearstead Advisors, LLC

CLEVELAND OH · SEC CIK 0000842775

2026Q22026Q1 更早 9 个季度 🔒
$109.48亿2026Q1 申报市值
2,240持仓数
32.2%前十大占比 · 第一大 9.0%
156 / 158新建仓 / 清仓
申报市值走势$105.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 9.0%
PCAR 5.1%
MSFT 3.1%
AAPL 2.7%
IVV 2.6%
IDEV 2.3%
IWF 2.1%
VO 1.9%
AMZN 1.8%
DIHP 1.6%

2026Q1 买入最多 按季末市值估算

PCAR 加仓+$5.62亿
VOO 加仓+$2.90亿
IDEV 加仓+$2.55亿
MSFT 加仓+$2.15亿
DIHP 新建仓+$1.78亿

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$3,592.22万
USHY 减仓-$2,130.84万
VONG 减仓-$1,726.35万
BKNG 减仓-$1,619.20万
HYLB 减仓-$1,618.94万

2026Q1 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
AHR AMERICAN HEALTHCARE REIT INC $1,1790.00%25 -229-90.2% -$1.08万 减仓
NOVT NOVANTA INC $1,1820.00%10 -100-90.9% -$1.18万 减仓
TE T1 ENERGY INC $1,2080.00%275 275— $1,208 新建仓
OCGN OCUGEN INC $1,2130.00%670 13024.1% $235 加仓
AAON AAON INC $1,2420.00%15 -300-95.2% -$2.48万 减仓
SON SONOCO PRODS CO $1,2450.00%23 -318-93.3% -$1.72万 减仓
LAD LITHIA MTRS INC $1,2490.00%5 -88-94.6% -$2.20万 减仓
SBRA SABRA HEALTH CARE REIT INC $1,2500.00%65 -789-92.4% -$1.52万 减仓
ERIE ERIE INDTY CO $1,2570.00%5 -65-92.9% -$1.63万 减仓
MTCH MATCH GROUP INC NEW $1,2600.00%41 -10,112-99.6% -$31.08万 减仓
HRB BLOCK H & R INC $1,2700.00%40 -395-90.8% -$1.25万 减仓
DXC DXC TECHNOLOGY CO $1,2700.00%101 00.0% — 不变
PEGA PEGASYSTEMS INC $1,2770.00%30 -314-91.3% -$1.34万 减仓
MMS MAXIMUS INC $1,2820.00%20 -947-97.9% -$6.07万 减仓
VLY VALLEY NATL BANCORP $1,2900.00%105 -1,691-94.2% -$2.08万 减仓
OGS ONE GAS INC $1,2920.00%15 -163-91.6% -$1.40万 减仓
SWX SOUTHWEST GAS HLDGS INC $1,3040.00%15 -191-92.7% -$1.66万 减仓
BROS DUTCH BROS INC $1,3180.00%26 -1,389-98.2% -$7.04万 减仓
NWE NORTHWESTERN ENERGY GROUP IN $1,3190.00%20 -197-90.8% -$1.30万 减仓
POR PORTLAND GEN ELEC CO $1,3200.00%25 -565-95.8% -$2.98万 减仓
HOMB HOME BANCSHARES INC $1,3470.00%50 -2,145-97.7% -$5.78万 减仓
SPLV INVESCO EXCH TRADED FD TR II $1,3490.00%18 00.0% — 不变
AMKR AMKOR TECHNOLOGY INC $1,3510.00%30 -434-93.5% -$1.95万 减仓
LIT GLOBAL X FDS $1,3510.00%18 00.0% — 不变
MORN MORNINGSTAR INC $1,3530.00%8 -67-89.3% -$1.13万 减仓
HZO MARINEMAX INC $1,3530.00%50 00.0% — 不变
SR SPIRE INC $1,3590.00%15 -216-93.5% -$1.96万 减仓
— CANAAN INC $1,3650.00%3,160 1,860143.1% $803 加仓
EXLS EXLSERVICE HLDGS INC $1,3710.00%45 -572-92.7% -$1.74万 减仓
ANF ABERCROMBIE & FITCH CO $1,3710.00%15 -139-90.3% -$1.27万 减仓
NJR NEW JERSEY RES CORP $1,3730.00%25 -285-91.9% -$1.57万 减仓
MAT MATTEL INC $1,3810.00%95 -838-89.8% -$1.22万 减仓
TNL TRAVEL PLUS LEISURE CO $1,3840.00%20 -263-92.9% -$1.82万 减仓
MSM MSC INDL DIRECT INC $1,3850.00%15 -221-93.6% -$2.04万 减仓
BKH BLACK HILLS CORP $1,3890.00%20 -254-92.7% -$1.76万 减仓
ELF E L F BEAUTY INC $1,3950.00%23 -166-87.8% -$1.01万 减仓
DUOT DUOS TECHNOLOGIES GROUP INC $1,4070.00%205 2513.9% $172 加仓
TECH BIO-TECHNE CORP $1,4120.00%27 15125.0% $784 加仓
CHRD CHORD ENERGY CORPORATION $1,4220.00%10 -124-92.5% -$1.76万 减仓
ICF ISHARES TR $1,4240.00%23 23— $1,424 新建仓
PBF PBF ENERGY INC $1,4290.00%30 -252-89.4% -$1.20万 减仓
IDA IDACORP INC $1,4300.00%10 -167-94.4% -$2.39万 减仓
GBCI GLACIER BANCORP INC NEW $1,4300.00%32 -362-91.9% -$1.62万 减仓
UBSI UNITED BANKSHARES INC WEST V $1,4500.00%35 -423-92.4% -$1.75万 减仓
CC CHEMOURS CO $1,4540.00%66 -1-1.5% -$22 减仓
CAR AVIS BUDGET GROUP INC $1,4590.00%10 -53-84.1% -$7,733 减仓
TXNM TXNM ENERGY INC $1,4620.00%25 -253-91.0% -$1.48万 减仓
AOM ISHARES TR $1,4660.00%31 00.0% — 不变
REXR REXFORD INDL RLTY INC $1,4730.00%45 -937-95.4% -$3.07万 减仓
KRG KITE REALTY GROUP TRUST $1,4730.00%60 -955-94.1% -$2.34万 减仓
CBSH COMMERCE BANCSHARES INC $1,4760.00%30 -338-91.8% -$1.66万 减仓
TEX TEREX CORP NEW $1,4780.00%25 -265-91.4% -$1.57万 减仓
POST POST HLDGS INC $1,4830.00%15 -142-90.4% -$1.40万 减仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $1,4950.00%161 00.0% — 不变
FAX ABRDN ASIA PACIFIC INCOME FU $1,5000.00%104 00.0% — 不变
KRP KIMBELL RTY PARTNERS LP $1,5230.00%105 21.9% $29 加仓
CLSK CLEANSPARK INC $1,5320.00%180 5038.5% $426 加仓
ELDN ELEDON PHARMACEUTICALS INC $1,5400.00%500 00.0% — 不变
AVT AVNET INC $1,5410.00%25 -1,360-98.2% -$8.38万 减仓
CNX CNX RES CORP $1,5420.00%40 -503-92.6% -$1.94万 减仓
INOD INNODATA INC $1,5450.00%40 1033.3% $386 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $1,5510.00%26 00.0% — 不变
BCO BRINKS CO $1,5550.00%15 -1,030-98.6% -$10.68万 减仓
HIVE HIVE DIGITAL TECHNOLOGIES LT $1,5580.00%820 141.7% $27 加仓
FLY FIREFLY AEROSPACE INC $1,5660.00%55 00.0% — 不变
GTX GARRETT MOTION INC $1,5820.00%87 -26-23.0% -$473 减仓
VG VENTURE GLOBAL INC $1,5840.00%100 00.0% — 不变
HWC HANCOCK WHITNEY CORPORATION $1,5900.00%25 -1,056-97.7% -$6.72万 减仓
SLGN SILGAN HLDGS INC $1,5910.00%41 -259-86.3% -$1.01万 减仓
ONB OLD NATL BANCORP IND $1,5920.00%72 -1,215-94.4% -$2.69万 减仓
THO THOR INDS INC $1,5980.00%20 -154-88.5% -$1.23万 减仓
STAG STAG INDUSTRIAL INC $1,6230.00%45 -686-93.8% -$2.47万 减仓
AMG AFFILIATED MANAGERS GROUP $1,6610.00%6 -78-92.9% -$2.16万 减仓
ORA ORMAT TECHNOLOGIES INC $1,6790.00%15 -169-91.8% -$1.89万 减仓
RYN RAYONIER INC $1,6910.00%82 -480-85.4% -$9,899 减仓
LOPE GRAND CANYON ED INC $1,7010.00%10 -636-98.5% -$10.82万 减仓
SITM SITIME CORP $1,7270.00%5 -15-75.0% -$5,181 减仓
— TAYLOR MORRISON HOME CORP $1,7480.00%30 -1,159-97.5% -$6.75万 减仓
ESNT ESSENT GROUP LTD $1,7540.00%30 -1,132-97.4% -$6.62万 减仓
HTH HILLTOP HLDGS INC $1,7560.00%49 -8-14.0% -$287 减仓
ST SENSATA TECHNOLOGIES HLDG PL $1,7610.00%50 -2,413-98.0% -$8.50万 减仓
FCN FTI CONSULTING INC $1,7680.00%10 -107-91.5% -$1.89万 减仓
SHAK SHAKE SHACK INC $1,7700.00%20 -1-4.8% -$88 减仓
GTLB GITLAB INC $1,7970.00%83 -1,097-93.0% -$2.38万 减仓
— JANUS HENDERSON GROUP PLC $1,7980.00%35 -620-94.7% -$3.19万 减仓
— ALTISOURCE PORTFOLIO SOLUTIO $1,8030.00%283 -186-39.7% -$1,185 减仓
ONDS ONDAS INC $1,8080.00%200 200— $1,808 新建仓
IDCC INTERDIGITAL INC $1,8120.00%6 -192-97.0% -$5.80万 减仓
LEA LEAR CORP $1,8170.00%15 -595-97.5% -$7.21万 减仓
LMBS FIRST TR EXCHANGE-TRADED FD $1,8210.00%37 12.8% $49 加仓
MTG MGIC INVT CORP WIS $1,8380.00%70 -944-93.1% -$2.48万 减仓
UFPI UFP INDUSTRIES INC $1,8430.00%20 -190-90.5% -$1.75万 减仓
SLI STANDARD LITHIUM LTD $1,8500.00%543 -100-15.6% -$341 减仓
SSB SOUTHSTATE BK CORP $1,8510.00%20 -347-94.6% -$3.21万 减仓
NEOG NEOGEN CORP $1,8580.00%200 00.0% — 不变
FOX FOX CORP $1,8590.00%35 -314-90.0% -$1.67万 减仓
VNO VORNADO RLTY TR $1,8720.00%72 -525-87.9% -$1.36万 减仓
WFRD WEATHERFORD INTL PLC $1,8920.00%20 -5,178-99.6% -$48.98万 减仓
LQDA LIQUIDIA CORPORATION $1,9140.00%51 00.0% — 不变
EBND SPDR SERIES TRUST $1,9200.00%93 00.0% — 不变