13F 机构持仓

Clearstead Advisors, LLC

CLEVELAND OH · SEC CIK 0000842775

2026Q22026Q1 更早 9 个季度 🔒
$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
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 9.4%
IVV 3.1%
AAPL 2.8%
PCAR 2.8%
IWF 2.3%
VO 2.2%
MSFT 2.0%
VB 1.5%
VTV 1.5%
SPY 1.4%

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
CSTL CASTLE BIOSCIENCES INC $1,1460.00%48 48— $1,146 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $1,1490.00%18 18— $1,149 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $1,1540.00%15 -50-76.9% -$3,847 减仓
KLAR KLARNA GROUP PLC $1,1540.00%57 57— $1,154 新建仓
XERS XERIS BIOPHARMA HOLDINGS INC $1,1580.00%146 1447,200.0% $1,142 重新持有
BSY BENTLEY SYS INC $1,1660.00%39 1456.0% $419 加仓
FUL FULLER H B CO $1,1670.00%20 20— $1,167 新建仓
— COHERUS ONCOLOGY INC $1,1700.00%836 570214.3% $798 加仓
VKTX VIKING THERAPEUTICS INC $1,1720.00%30 -85-73.9% -$3,321 重新持有
SLVM SYLVAMO CORP $1,1720.00%31 303,000.0% $1,134 重新持有
WABC WESTAMERICA BANCORPORATION $1,1740.00%20 11122.2% $646 重新持有
CTRI CENTURI HOLDINGS INC $1,1800.00%39 39— $1,180 新建仓
MMED MINIMED GROUP INC $1,1820.00%79 79— $1,182 新建仓
CURB CURBLINE PPTYS CORP $1,1860.00%39 39— $1,186 新建仓
BFC BANK FIRST CORP $1,1880.00%8 8— $1,188 新建仓
NMRK NEWMARK GROUP INC $1,1940.00%79 79— $1,194 新建仓
BLSH BULLISH $1,1950.00%51 51— $1,195 新建仓
NNI NELNET INC $1,2010.00%9 9— $1,201 新建仓
RDN RADIAN GROUP INC $1,2060.00%32 -180-84.9% -$6,784 重新持有
KNTK KINETIK HOLDINGS INC $1,2090.00%25 25— $1,209 新建仓
KROS KEROS THERAPEUTICS INC $1,2100.00%113 1103,666.7% $1,178 重新持有
TNK TEEKAY TANKERS LTD $1,2340.00%19 19— $1,234 新建仓
NBHC NATIONAL BK HLDGS CORP $1,2450.00%28 16133.3% $711 重新持有
MRTN MARTEN TRANS LTD $1,2500.00%72 72— $1,250 新建仓
IFS INTERCORP FINL SVCS INC $1,2540.00%22 22— $1,254 新建仓
LTC LTC PPTYS INC $1,2690.00%33 323,200.0% $1,231 重新持有
NMIH NMI HLDGS INC $1,2750.00%31 1593.8% $617 重新持有
AVUS AMERICAN CENTY ETF TR $1,2810.00%10 00.0% — 不变
EQWL INVESCO EXCHANGE TRADED FD T $1,2910.00%10 00.0% — 不变
PUMP PROPETRO HLDG CORP $1,2910.00%90 90— $1,291 新建仓
SKYW SKYWEST INC $1,2920.00%13 -40-75.5% -$3,975 重新持有
MLAB MESA LABS INC $1,2950.00%13 121,200.0% $1,195 重新持有
LKFN LAKELAND FINL CORP $1,2970.00%21 21— $1,297 新建仓
CTEV CLARITEV CORPORATION $1,2970.00%38 38— $1,297 新建仓
OCUL OCULAR THERAPEUTIX INC $1,3070.00%133 133— $1,307 新建仓
MNKD MANNKIND CORP $1,3090.00%307 2841,234.8% $1,211 重新持有
CLDT CHATHAM LODGING TR $1,3110.00%99 81450.0% $1,073 重新持有
SONO SONOS INC $1,3140.00%97 -1,023-91.3% -$1.39万 减仓
ALG ALAMO GROUP INC $1,3160.00%8 8— $1,316 新建仓
XP XP INC $1,3190.00%81 54200.0% $879 加仓
JBLU JETBLUE AIRWAYS CORP $1,3250.00%231 231— $1,325 新建仓
HAFC HANMI FINL CORP $1,3290.00%41 31310.0% $1,005 重新持有
TRMK TRUSTMARK CORP $1,3350.00%29 23383.3% $1,059 重新持有
SHAK SHAKE SHACK INC $1,3450.00%24 420.0% $224 加仓
ANF ABERCROMBIE & FITCH CO $1,3510.00%15 00.0% — 不变
SMPL SIMPLY GOOD FOODS CO $1,3550.00%102 -82-44.6% -$1,089 减仓
FRME FIRST MERCHANTS CORP $1,3560.00%31 1047.6% $437 重新持有
MYGN MYRIAD GENETICS INC $1,3600.00%238 179303.4% $1,023 重新持有
TENB TENABLE HLDGS INC $1,3660.00%37 363,600.0% $1,329 重新持有
PK PARK HOTELS & RESORTS INC $1,3680.00%96 4174.5% $584 加仓
SXC SUNCOKE ENERGY INC $1,3690.00%170 170— $1,369 新建仓
— NATIONAL STORAGE AFFILIATES $1,3790.00%31 624.0% $267 加仓
AKR ACADIA RLTY TR $1,3810.00%66 66— $1,381 新建仓
AAT AMERICAN ASSETS TR INC $1,3830.00%56 46460.0% $1,136 重新持有
NBTB NBT BANCORP INC $1,3840.00%28 28— $1,384 新建仓
TNET TRINET GROUP INC $1,3860.00%28 28— $1,386 新建仓
SPLV INVESCO EXCH TRADED FD TR II $1,3890.00%19 15.6% $73 加仓
CERT CERTARA INC $1,3890.00%212 212— $1,389 新建仓
UWMC UWM HOLDINGS CORPORATION $1,3950.00%609 413210.7% $946 重新持有
KTOS KRATOS DEFENSE & SEC SOLUTIO $1,3970.00%28 28— $1,397 新建仓
CIFR CIPHER DIGITAL INC $1,3970.00%57 57— $1,397 新建仓
AIPO TIDAL TRUST II $1,4040.00%42 00.0% — 不变
— SEANERGY MARITIME HLDGS CORP $1,4110.00%105 105— $1,411 新建仓
ALTO ALTO INGREDIENTS INC $1,4250.00%250 250— $1,425 新建仓
RXO RXO INC $1,4350.00%52 52— $1,435 新建仓
FHI FEDERATED HERMES INC $1,4360.00%26 -222-89.5% -$1.23万 重新持有
IDYA IDEAYA BIOSCIENCES INC $1,4540.00%39 39— $1,454 新建仓
SIGI SELECTIVE INS GROUP INC $1,4560.00%15 00.0% — 不变
TREE LENDINGTREE INC $1,4630.00%33 33— $1,463 新建仓
IESC IES HOLDINGS INC $1,4700.00%2 2— $1,470 新建仓
— FIDELITY ETHEREUM FD $1,4800.00%94 00.0% — 不变
OBK ORIGIN BANCORP INC $1,4840.00%29 18163.6% $921 重新持有
LNN LINDSAY CORP $1,4860.00%12 12— $1,486 新建仓
DRH DIAMONDROCK HOSPITALITY CO $1,4870.00%122 106662.5% $1,292 重新持有
— HERON THERAPEUTICS INC $1,4940.00%3,498 2989.3% $127 加仓
GOLD GOLD COM INC $1,4990.00%36 36— $1,499 新建仓
KTB KONTOOR BRANDS INC $1,5010.00%18 538.5% $417 加仓
IONS IONIS PHARMACEUTICALS INC $1,5070.00%19 758.3% $555 加仓
— LXP INDUSTRIAL TRUST $1,5090.00%28 28— $1,509 新建仓
RYAN RYAN SPECIALTY HOLDINGS INC $1,5110.00%40 -369-90.2% -$1.39万 减仓
RWT REDWOOD TRUST INC $1,5130.00%319 -5,109-94.1% -$2.42万 重新持有
LFTO LIFTOFF MOBILE INC $1,5140.00%63 63— $1,514 新建仓
FAX ABRDN ASIA PACIFIC INCOME FU $1,5300.00%104 00.0% — 不变
SLAB SILICON LABORATORIES INC $1,5310.00%7 -3-30.0% -$656 减仓
BUR BURFORD CAPITAL LIMITED $1,5350.00%374 3461,235.7% $1,420 重新持有
EPAC ENERPAC TOOL GROUP CORP $1,5430.00%43 43— $1,543 新建仓
AOM ISHARES TR $1,5540.00%31 00.0% — 不变
ENOV ENOVIS CORPORATION $1,5540.00%75 -20-21.1% -$414 重新持有
FUBO FUBOTV INC $1,5550.00%169 -539-76.1% -$4,959 减仓
ICF ISHARES TR $1,5550.00%23 00.0% — 不变
BANF BANCFIRST CORP $1,5560.00%14 14— $1,556 新建仓
FTSM FIRST TR EXCHANGE-TRADED FD $1,5660.00%26 00.0% — 不变
KRP KIMBELL RTY PARTNERS LP $1,5710.00%108 32.9% $44 加仓
FLNC FLUENCE ENERGY INC $1,5710.00%79 79— $1,571 新建仓
PBI PITNEY BOWES INC $1,5770.00%90 851,700.0% $1,489 加仓
— JOINT CORP $1,5810.00%180 180— $1,581 新建仓
SFIX STITCH FIX INC $1,5830.00%385 3753,750.0% $1,542 加仓
— QORVO INC $1,5870.00%17 888.9% $747 加仓
CHCO CITY HLDG CO $1,5930.00%12 12— $1,593 新建仓
CBL CBL & ASSOC PPTYS INC $1,5940.00%30 22275.0% $1,169 重新持有