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 |
|---|---|---|---|---|---|---|---|---|
| CSW | CSW INDUSTRIALS INC | $836 | 0.00% | 3 | -10 | -76.9% | -$2,787 | 重新持有 |
| SCL | STEPAN CO | $837 | 0.00% | 15 | 8 | 114.3% | $446 | 重新持有 |
| ECPG | ENCORE CAP GROUP INC | $840 | 0.00% | 9 | -3 | -25.0% | -$280 | 重新持有 |
| SHOO | MADDEN STEVEN LTD | $842 | 0.00% | 20 | -1,162 | -98.3% | -$4.89万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $844 | 0.00% | 25 | 25 | — | $844 | 新建仓 |
| ZG | ZILLOW GROUP INC | $847 | 0.00% | 27 | 9 | 50.0% | $282 | 重新持有 |
| MGRC | MCGRATH RENTCORP | $848 | 0.00% | 7 | -6,187 | -99.9% | -$74.95万 | 减仓 |
| WINA | WINMARK CORP | $848 | 0.00% | 2 | 2 | — | $848 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $850 | 0.00% | 69 | 64 | 1,280.0% | $788 | 重新持有 |
| MCY | MERCURY GENL CORP NEW | $854 | 0.00% | 8 | 4 | 100.0% | $427 | 重新持有 |
| QTTB | Q32 BIO INC | $854 | 0.00% | 67 | 67 | — | $854 | 新建仓 |
| LOB | LIVE OAK BANCSHARES INC | $859 | 0.00% | 21 | 21 | — | $859 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $861 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $863 | 0.00% | 12 | 12 | — | $863 | 新建仓 |
| ACT | ENACT HLDGS INC | $869 | 0.00% | 19 | 19 | — | $869 | 新建仓 |
| THRY | THRYV HLDGS INC | $871 | 0.00% | 221 | -1,831 | -89.2% | -$7,216 | 减仓 |
| BWFG | BANKWELL FINL GROUP INC | $882 | 0.00% | 15 | 15 | — | $882 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $882 | 0.00% | 17 | 17 | — | $882 | 新建仓 |
| — | EHEALTH INC | $884 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| DOLE | DOLE PLC | $893 | 0.00% | 65 | 60 | 1,200.0% | $824 | 重新持有 |
| AFRM | AFFIRM HLDGS INC | $898 | 0.00% | 11 | -98 | -89.9% | -$8,000 | 重新持有 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $905 | 0.00% | 79 | 79 | — | $905 | 新建仓 |
| PJT | PJT PARTNERS INC | $906 | 0.00% | 6 | -51 | -89.5% | -$7,701 | 重新持有 |
| — | PROSHARES TR | $909 | 0.00% | 14 | -26 | -65.0% | -$1,688 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $909 | 0.00% | 90 | 90 | — | $909 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $909 | 0.00% | 18 | -603 | -97.1% | -$3.05万 | 重新持有 |
| — | CARDIFF ONCOLOGY INC | $910 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $910 | 0.00% | 179 | 174 | 3,480.0% | $885 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $915 | 0.00% | 31 | 31 | — | $915 | 新建仓 |
| NVAX | NOVAVAX INC | $915 | 0.00% | 97 | 97 | — | $915 | 新建仓 |
| ARTY | ISHARES TR | $917 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $918 | 0.00% | 12 | 12 | — | $918 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $921 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| — | BAKKT INC | $923 | 0.00% | 118 | 9 | 8.3% | $70 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $923 | 0.00% | 31 | 31 | — | $923 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $923 | 0.00% | 37 | 34 | 1,133.3% | $848 | 重新持有 |
| PAX | PATRIA INVESTMENTS LIMITED | $923 | 0.00% | 84 | 84 | — | $923 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $933 | 0.00% | 12 | 12 | — | $933 | 新建仓 |
| XNCR | XENCOR INC | $935 | 0.00% | 58 | 58 | — | $935 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $937 | 0.00% | 30 | -170 | -85.0% | -$5,310 | 重新持有 |
| SUNC | SUNOCOCORP LLC | $948 | 0.00% | 14 | 14 | — | $948 | 新建仓 |
| LRN | STRIDE INC | $949 | 0.00% | 11 | -1 | -8.3% | -$86 | 重新持有 |
| UTL | UNITIL CORP | $949 | 0.00% | 18 | 18 | — | $949 | 新建仓 |
| TLS | TELOS CORP MD | $953 | 0.00% | 207 | 191 | 1,193.8% | $879 | 重新持有 |
| HOPE | HOPE BANCORP INC | $958 | 0.00% | 70 | 70 | — | $958 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $959 | 0.00% | 36 | 27 | 300.0% | $719 | 加仓 |
| TRIP | TRIPADVISOR INC | $960 | 0.00% | 70 | 70 | — | $960 | 新建仓 |
| APOG | APOGEE ENTERPRISES INC | $961 | 0.00% | 21 | 21 | — | $961 | 新建仓 |
| NUVB | NUVATION BIO INC | $961 | 0.00% | 169 | 139 | 463.3% | $790 | 重新持有 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $963 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $966 | 0.00% | 32 | -23 | -41.8% | -$694 | 重新持有 |
| — | BRT APARTMENTS CORP | $969 | 0.00% | 63 | -1,150 | -94.8% | -$1.77万 | 重新持有 |
| OSCR | OSCAR HEALTH INC | $970 | 0.00% | 34 | 34 | — | $970 | 新建仓 |
| ACDC | PROFRAC HLDG CORP | $971 | 0.00% | 167 | 135 | 421.9% | $785 | 重新持有 |
| — | LIFEMD INC | $971 | 0.00% | 235 | 235 | — | $971 | 新建仓 |
| TSSI | TSS INC DEL | $972 | 0.00% | 79 | 79 | — | $972 | 新建仓 |
| FISI | FINANCIAL INSTITUTIONS INC | $975 | 0.00% | 25 | 23 | 1,150.0% | $897 | 重新持有 |
| BILL | BILL HOLDINGS INC | $977 | 0.00% | 27 | 3 | 12.5% | $109 | 加仓 |
| MC | MOELIS & CO | $982 | 0.00% | 15 | -74 | -83.1% | -$4,845 | 重新持有 |
| NWN | NORTHWEST NAT HLDG CO | $983 | 0.00% | 20 | -153 | -88.4% | -$7,520 | 减仓 |
| DX | DYNEX CAP INC | $984 | 0.00% | 75 | 75 | — | $984 | 新建仓 |
| MTW | MANITOWOC CO INC | $987 | 0.00% | 71 | 71 | — | $987 | 新建仓 |
| CPNG | COUPANG INC | $991 | 0.00% | 57 | -1,037 | -94.8% | -$1.80万 | 减仓 |
| ALT | ALTIMMUNE INC | $998 | 0.00% | 328 | 288 | 720.0% | $876 | 加仓 |
| VCYT | VERACYTE INC | $999 | 0.00% | 17 | -13 | -43.3% | -$764 | 重新持有 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,001 | 0.00% | 14 | -5 | -26.3% | -$358 | 重新持有 |
| NVCR | NOVOCURE LTD | $1,001 | 0.00% | 66 | 53 | 407.7% | $804 | 重新持有 |
| CRC | CALIFORNIA RES CORP | $1,005 | 0.00% | 19 | 13 | 216.7% | $688 | 重新持有 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $1,005 | 0.00% | 75 | 75 | — | $1,005 | 新建仓 |
| MDXG | MIMEDX GROUP INC | $1,005 | 0.00% | 261 | 251 | 2,510.0% | $966 | 重新持有 |
| MEI | METHODE ELECTRS INC | $1,006 | 0.00% | 53 | 38 | 253.3% | $721 | 重新持有 |
| RGNX | REGENXBIO INC | $1,007 | 0.00% | 84 | 52 | 162.5% | $623 | 重新持有 |
| ADNT | ADIENT PLC | $1,012 | 0.00% | 55 | 55 | — | $1,012 | 新建仓 |
| COMP | COMPASS INC | $1,012 | 0.00% | 82 | 82 | — | $1,012 | 新建仓 |
| ASPN | ASPEN AEROGELS INC | $1,015 | 0.00% | 160 | 160 | — | $1,015 | 新建仓 |
| CNMD | CONMED CORP | $1,016 | 0.00% | 31 | 31 | — | $1,016 | 新建仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $1,019 | 0.00% | 419 | 419 | — | $1,019 | 新建仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $1,025 | 0.00% | 33 | 33 | — | $1,025 | 新建仓 |
| ZIP | ZIPRECRUITER INC | $1,028 | 0.00% | 274 | 259 | 1,726.7% | $972 | 重新持有 |
| MWA | MUELLER WTR PRODS INC | $1,034 | 0.00% | 40 | 40 | — | $1,034 | 新建仓 |
| KBR | KBR INC | $1,037 | 0.00% | 30 | -1,449 | -98.0% | -$5.01万 | 重新持有 |
| TRDA | ENTRADA THERAPEUTICS INC | $1,038 | 0.00% | 141 | 141 | — | $1,038 | 新建仓 |
| RRR | RED ROCK RESORTS INC | $1,042 | 0.00% | 16 | 16 | — | $1,042 | 新建仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $1,050 | 0.00% | 25 | 25 | — | $1,050 | 新建仓 |
| ESE | ESCO TECHNOLOGIES INC | $1,051 | 0.00% | 3 | -22 | -88.0% | -$7,707 | 重新持有 |
| VNOM | VIPER ENERGY INC | $1,060 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $1,061 | 0.00% | 13 | 10 | 333.3% | $816 | 重新持有 |
| CWH | CAMPING WORLD HLDGS INC | $1,061 | 0.00% | 139 | 139 | — | $1,061 | 新建仓 |
| EBS | EMERGENT BIOSOLUTIONS INC | $1,066 | 0.00% | 127 | 118 | 1,311.1% | $990 | 重新持有 |
| — | ROUNDHILL ETF TRUST | $1,069 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,070 | 0.00% | 108 | 108 | — | $1,070 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,075 | 0.00% | 117 | 117 | — | $1,075 | 新建仓 |
| NABL | N-ABLE INC | $1,105 | 0.00% | 301 | 298 | 9,933.3% | $1,094 | 重新持有 |
| SKT | TANGER INC | $1,106 | 0.00% | 28 | 28 | — | $1,106 | 新建仓 |
| FOUR | SHIFT4 PMTS INC | $1,119 | 0.00% | 23 | 3 | 15.0% | $146 | 加仓 |
| VG | VENTURE GLOBAL INC | $1,120 | 0.00% | 101 | 1 | 1.0% | $11 | 加仓 |
| CAPL | CROSSAMERICA PARTNERS LP | $1,121 | 0.00% | 50 | 50 | — | $1,121 | 新建仓 |
| MTRX | MATRIX SVC CO | $1,124 | 0.00% | 82 | 81 | 8,100.0% | $1,110 | 重新持有 |
| GTY | GETTY RLTY CORP NEW | $1,135 | 0.00% | 34 | 34 | — | $1,135 | 新建仓 |
| OEC | ORION S.A. | $1,141 | 0.00% | 172 | 168 | 4,200.0% | $1,114 | 重新持有 |