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
HAUZ DBX ETF TR $1,9210.00%85 00.0% — 不变
ENR ENERGIZER HLDGS INC $1,9220.00%117 00.0% — 不变
BTBT BIT DIGITAL INC $1,9260.00%1,470 00.0% — 不变
PLNT PLANET FITNESS MASTER ISSUER $1,9340.00%26 -309-92.2% -$2.30万 减仓
VFC V F CORP $1,9370.00%114 -1,568-93.2% -$2.66万 减仓
CXT CRANE NXT CO $1,9490.00%48 -332-87.4% -$1.35万 减仓
MBC MASTERBRAND INC $1,9530.00%235 -3,993-94.4% -$3.32万 减仓
— ALTISOURCE PORTFOLIO SOLUTIO $1,9540.00%9,766 00.0% — 不变
CRBG COREBRIDGE FINL INC $1,9570.00%82 -1,585-95.1% -$3.78万 减仓
— FIDELITY ETHEREUM FD $1,9630.00%94 00.0% — 不变
JIVE J P MORGAN EXCHANGE TRADED F $1,9700.00%23 23— $1,970 新建仓
ULS UL SOLUTIONS INC $1,9720.00%23 -235-91.1% -$2.01万 减仓
G GENPACT LIMITED $1,9750.00%53 -5,430-99.0% -$20.23万 减仓
RING ISHARES INC $1,9750.00%25 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $1,9890.00%133 81155.8% $1,211 加仓
CUBE CUBESMART $2,0160.00%55 -1,436-96.3% -$5.26万 减仓
WH WYNDHAM HOTELS & RESORTS INC $2,0310.00%25 -702-96.6% -$5.70万 减仓
— SPRING VY ACQUISITION CORP I $2,0320.00%200 200— $2,032 新建仓
— BITFARMS LTD $2,0390.00%1,045 33046.2% $644 加仓
NWS NEWS CORP NEW $2,0530.00%72 -254-77.9% -$7,243 减仓
CFR CULLEN FROST BANKERS INC $2,0570.00%15 -213-93.4% -$2.92万 减仓
SLAB SILICON LABORATORIES INC $2,0820.00%10 -93-90.3% -$1.94万 减仓
DAVE DAVE INC $2,0900.00%12 00.0% — 不变
WLK WESTLAKE CORPORATION $2,1030.00%18 -91-83.5% -$1.06万 减仓
XRAY DENTSPLY SIRONA INC $2,1120.00%182 -1,416-88.6% -$1.64万 减仓
MIDD MIDDLEBY CORP $2,1220.00%16 -150-90.4% -$1.99万 减仓
AN AUTONATION INC $2,1480.00%11 -96-89.7% -$1.87万 减仓
ARW ARROW ELECTRS INC $2,1520.00%15 -651-97.7% -$9.34万 减仓
APLD APPLIED DIGITAL CORP $2,1610.00%91 -1,903-95.4% -$4.52万 减仓
CGNX COGNEX CORP $2,2050.00%45 -464-91.2% -$2.27万 减仓
VSTM VERASTEM INC $2,2050.00%416 00.0% — 不变
MTDR MATADOR RES CO $2,2120.00%35 -347-90.8% -$2.19万 减仓
PAA PLAINS ALL AMERN PIPELINE L $2,2330.00%100 00.0% — 不变
AMH AMERICAN HOMES 4 RENT $2,2340.00%80 -1,547-95.1% -$4.32万 减仓
COLM COLUMBIA SPORTSWEAR CO $2,2480.00%41 -83-66.9% -$4,551 减仓
RPRX ROYALTY PHARMA PLC $2,2550.00%47 -40-46.0% -$1,919 减仓
— MFS INTER INCOME TR $2,2590.00%900 00.0% — 不变
M MACYS INC $2,2620.00%125 -818-86.7% -$1.48万 减仓
— CHEGG INC $2,2700.00%3,061 00.0% — 不变
AGCO AGCO CORP $2,3180.00%20 -195-90.7% -$2.26万 减仓
JGRO J P MORGAN EXCHANGE TRADED F $2,3730.00%28 00.0% — 不变
GRNY TIDAL TRUST I $2,3870.00%100 00.0% — 不变
— TIDAL TRUST II $2,3900.00%200 200— $2,390 新建仓
VMI VALMONT INDS INC $2,3980.00%6 -83-93.3% -$3.32万 减仓
WAL WESTERN ALLIANCE BANCORP $2,4090.00%34 -377-91.7% -$2.67万 减仓
AFG AMERICAN FINANCIAL GROUP INC $2,4270.00%19 -240-92.7% -$3.07万 减仓
THG HANOVER INS GROUP INC $2,4270.00%14 -123-89.8% -$2.13万 减仓
TTMI TTM TECHNOLOGIES INC $2,4360.00%25 -7-21.9% -$682 减仓
NNN NNN REIT INC $2,4380.00%58 -748-92.8% -$3.14万 减仓
— DRAGANFLY INC. $2,4550.00%500 00.0% — 不变
SAIA SAIA INC $2,4590.00%7 -564-98.8% -$19.81万 减仓
MUSA MURPHY USA INC $2,4700.00%5 -59-92.2% -$2.91万 减仓
PRI PRIMERICA INC $2,5050.00%10 -560-98.2% -$14.03万 减仓
BBW BUILD-A-BEAR WORKSHOP INC $2,5100.00%67 -1,012-93.8% -$3.79万 减仓
YETI YETI HLDGS INC $2,5250.00%69 -212-75.4% -$7,758 减仓
LIVN LIVANOVA PLC $2,5430.00%40 -291-87.9% -$1.85万 减仓
— PROSHARES TR $2,5490.00%40 -480-92.3% -$3.06万 减仓
ALLY ALLY FINL INC $2,5500.00%65 -978-93.8% -$3.84万 减仓
PXH INVESCO EXCH TRADED FD TR II $2,5570.00%95 -55-36.7% -$1,480 减仓
— HERON THERAPEUTICS INC $2,5610.00%3,200 00.0% — 不变
ADC AGREE RLTY CORP $2,5630.00%34 -425-92.6% -$3.20万 减仓
SSD SIMPSON MFG INC $2,5750.00%15 -142-90.4% -$2.44万 减仓
OKLO OKLO INC $2,5790.00%52 00.0% — 不变
SMPL SIMPLY GOOD FOODS CO $2,6410.00%184 1721,433.3% $2,469 重新持有
HAE HAEMONETICS CORP MASS $2,6490.00%47 -914-95.1% -$5.15万 减仓
ONTO ONTO INNOVATION INC $2,6660.00%13 -872-98.5% -$17.88万 减仓
SCYB SCHWAB STRATEGIC TR $2,7040.00%104 00.0% — 不变
ESAB ESAB CORPORATION $2,7070.00%28 -184-86.8% -$1.78万 减仓
HALO HALOZYME THERAPEUTICS INC $2,7150.00%42 -800-95.0% -$5.17万 减仓
CNM CORE & MAIN INC $2,7170.00%55 -734-93.0% -$3.63万 减仓
RIOT RIOT PLATFORMS INC $2,7200.00%220 9069.2% $1,113 加仓
UGI UGI CORP NEW $2,7320.00%75 -818-91.6% -$2.98万 减仓
PHIN PHINIA INC $2,7380.00%40 40— $2,738 新建仓
WMS ADVANCED DRAIN SYS INC DEL $2,7430.00%20 -281-93.4% -$3.85万 减仓
IDEF BLACKROCK ETF TRUST $2,7480.00%84 3055.6% $981 加仓
DBP INVESCO DB MULTI-SECTOR COMM $2,7510.00%25 1066.7% $1,100 加仓
HL HECLA MINING COMPANY $2,7580.00%148 -2,079-93.4% -$3.87万 减仓
FNLC FIRST BANCORP INC ME $2,8030.00%100 00.0% — 不变
PALL ABRDN PALLADIUM ETF TRUST $2,8290.00%21 00.0% — 不变
— PROSHARES TR $2,8290.00%50 50— $2,829 新建仓
HOG HARLEY DAVIDSON INC $2,8310.00%140 -393-73.7% -$7,947 减仓
AR ANTERO RESOURCES CORP $2,8440.00%67 -1,146-94.5% -$4.86万 减仓
ROBT FIRST TR EXCHANGE TRADED FD $2,8770.00%62 00.0% — 不变
WTS WATTS WATER TECHNOLOGIES INC $2,9030.00%10 -95-90.5% -$2.76万 减仓
XME SPDR SERIES TRUST $2,9170.00%27 27— $2,917 新建仓
OSK OSHKOSH CORP $2,9450.00%20 -277-93.3% -$4.08万 减仓
SPYD SPDR SERIES TRUST $2,9490.00%65 3297.0% $1,452 加仓
BEN FRANKLIN RESOURCES INC $2,9530.00%125 -685-84.6% -$1.62万 减仓
DCI DONALDSON INC $2,9710.00%35 -564-94.2% -$4.79万 减仓
OGN ORGANON & CO $2,9780.00%497 -266-34.9% -$1,594 减仓
BRX BRIXMOR PPTY GROUP INC $2,9960.00%104 -902-89.7% -$2.60万 减仓
SPXC SPX TECHNOLOGIES INC $3,0000.00%15 -498-97.1% -$9.96万 减仓
— GLOBAL X FDS $3,0050.00%51 00.0% — 不变
PNW PINNACLE WEST CAP CORP $3,0230.00%30 -364-92.4% -$3.67万 减仓
TKO TKO GROUP HOLDINGS INC $3,0250.00%15 -162-91.5% -$3.27万 减仓
CPT CAMDEN PPTY TR $3,0280.00%31 -257-89.2% -$2.51万 减仓
SNX TD SYNNEX CORPORATION $3,0370.00%18 -285-94.1% -$4.81万 减仓
BFAM BRIGHT HORIZONS FAM SOL IN D $3,0390.00%37 -56-60.2% -$4,600 减仓
NVST ENVISTA HOLDINGS CORPORATION $3,0450.00%120 -917-88.4% -$2.33万 减仓
DY DYCOM INDS INC $3,0500.00%9 -113-92.6% -$3.83万 减仓