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 |
|---|---|---|---|---|---|---|---|---|
| DNLI | DENALI THERAPEUTICS INC | $1,595 | 0.00% | 62 | -737,928 | -100.0% | -$1,898.38万 | 减仓 |
| LAZ | LAZARD INC | $1,595 | 0.00% | 38 | 38 | — | $1,595 | 新建仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,602 | 0.00% | 28 | 28 | — | $1,602 | 新建仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,604 | 0.00% | 160 | 101 | 171.2% | $1,013 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $1,609 | 0.00% | 8 | -10 | -55.6% | -$2,011 | 重新持有 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1,611 | 0.00% | 24 | 24 | — | $1,611 | 新建仓 |
| MOV | MOVADO GROUP INC | $1,612 | 0.00% | 41 | 36 | 720.0% | $1,415 | 重新持有 |
| ICUI | ICU MED INC | $1,613 | 0.00% | 11 | 3 | 37.5% | $440 | 重新持有 |
| RING | ISHARES INC | $1,615 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,617 | 0.00% | 31 | 6 | 24.0% | $313 | 加仓 |
| SMTC | SEMTECH CORP | $1,619 | 0.00% | 10 | -1,823 | -99.5% | -$29.51万 | 重新持有 |
| MMI | MARCUS & MILLICHAP INC | $1,622 | 0.00% | 52 | 52 | — | $1,622 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $1,625 | 0.00% | 52 | -814 | -94.0% | -$2.54万 | 重新持有 |
| SARO | STANDARDAERO INC | $1,646 | 0.00% | 55 | 20 | 57.1% | $599 | 加仓 |
| ONDS | ONDAS INC | $1,648 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NTST | NETSTREIT CORP | $1,649 | 0.00% | 78 | 78 | — | $1,649 | 新建仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,651 | 0.00% | 68 | 68 | — | $1,651 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,660 | 0.00% | 111 | 45 | 68.2% | $673 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $1,676 | 0.00% | 57 | 2 | 3.6% | $59 | 加仓 |
| — | MICROBOT MED INC | $1,677 | 0.00% | 860 | 585 | 212.7% | $1,141 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $1,682 | 0.00% | 20 | 20 | — | $1,682 | 新建仓 |
| LEN/B | LENNAR CORP | $1,686 | 0.00% | 19 | 15 | 375.0% | $1,331 | 加仓 |
| FLO | FLOWERS FOODS INC | $1,700 | 0.00% | 215 | 135 | 168.8% | $1,067 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $1,712 | 0.00% | 13 | 13 | — | $1,712 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $1,716 | 0.00% | 783 | 783 | — | $1,716 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,719 | 0.00% | 34 | -103 | -75.2% | -$5,208 | 重新持有 |
| HGV | HILTON GRAND VACATIONS INC | $1,730 | 0.00% | 33 | -149 | -81.9% | -$7,811 | 重新持有 |
| APLE | APPLE HOSPITALITY REIT INC | $1,732 | 0.00% | 103 | 103 | — | $1,732 | 新建仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $1,734 | 0.00% | 394 | -7,338 | -94.9% | -$3.23万 | 重新持有 |
| VISN | VISTANCE NETWORKS INC | $1,739 | 0.00% | 136 | -964 | -87.6% | -$1.23万 | 重新持有 |
| RHI | ROBERT HALF INC. | $1,750 | 0.00% | 57 | -128 | -69.2% | -$3,930 | 重新持有 |
| PFS | PROVIDENT FINL SVCS INC | $1,750 | 0.00% | 74 | 74 | — | $1,750 | 新建仓 |
| NEO | NEOGENOMICS INC | $1,752 | 0.00% | 120 | 120 | — | $1,752 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $1,754 | 0.00% | 21 | 3 | 16.7% | $251 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $1,767 | 0.00% | 643 | 100 | 18.4% | $275 | 加仓 |
| SSL | SASOL LTD | $1,768 | 0.00% | 180 | 180 | — | $1,768 | 新建仓 |
| NIO | NIO INC | $1,771 | 0.00% | 350 | 273 | 354.5% | $1,381 | 加仓 |
| MTRN | MATERION CORP | $1,785 | 0.00% | 6 | 5 | 500.0% | $1,488 | 重新持有 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $1,792 | 0.00% | 25 | 5 | 25.0% | $358 | 加仓 |
| BANR | BANNER CORP | $1,795 | 0.00% | 27 | 27 | — | $1,795 | 新建仓 |
| PLUS | EPLUS INC | $1,832 | 0.00% | 22 | 22 | — | $1,832 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $1,838 | 0.00% | 15 | 15 | — | $1,838 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,839 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $1,849 | 0.00% | 44 | 44 | — | $1,849 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,859 | 0.00% | 75 | -500 | -87.0% | -$1.24万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,859 | 0.00% | 48 | 47 | 4,700.0% | $1,820 | 重新持有 |
| BUSE | FIRST BUSEY CORP | $1,859 | 0.00% | 63 | 63 | — | $1,859 | 新建仓 |
| BCPC | BALCHEM CORP | $1,859 | 0.00% | 11 | -18 | -62.1% | -$3,042 | 重新持有 |
| OII | OCEANEERING INTL INC | $1,865 | 0.00% | 46 | 32 | 228.6% | $1,297 | 重新持有 |
| HZO | MARINEMAX INC | $1,868 | 0.00% | 51 | 1 | 2.0% | $37 | 加仓 |
| TXNM | TXNM ENERGY INC | $1,875 | 0.00% | 33 | 8 | 32.0% | $455 | 加仓 |
| MCB | METROPOLITAN BK HLDG CORP | $1,877 | 0.00% | 19 | 19 | — | $1,877 | 新建仓 |
| EBND | SPDR SERIES TRUST | $1,883 | 0.00% | 90 | -3 | -3.2% | -$63 | 减仓 |
| OTTR | OTTER TAIL CORP | $1,890 | 0.00% | 21 | 21 | — | $1,890 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $1,894 | 0.00% | 597 | 590 | 8,428.6% | $1,872 | 重新持有 |
| GCT | GIGACLOUD TECHNOLOGY INC | $1,896 | 0.00% | 60 | 60 | — | $1,896 | 新建仓 |
| NMAX | NEWSMAX INC | $1,897 | 0.00% | 229 | 29 | 14.5% | $240 | 加仓 |
| HAUZ | DBX ETF TR | $1,906 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| RDVT | RED VIOLET INC | $1,912 | 0.00% | 30 | 20 | 200.0% | $1,275 | 加仓 |
| KODK | EASTMAN KODAK CO | $1,915 | 0.00% | 207 | 207 | — | $1,915 | 新建仓 |
| ONB | OLD NATL BANCORP IND | $1,917 | 0.00% | 74 | 2 | 2.8% | $52 | 加仓 |
| ELF | E L F BEAUTY INC | $1,924 | 0.00% | 26 | 3 | 13.0% | $222 | 加仓 |
| QLYS | QUALYS INC | $1,925 | 0.00% | 14 | 4 | 40.0% | $550 | 加仓 |
| AMSF | AMERISAFE INC | $1,929 | 0.00% | 57 | -600 | -91.3% | -$2.03万 | 重新持有 |
| BBIO | BRIDGEBIO PHARMA INC | $1,938 | 0.00% | 26 | 19 | 271.4% | $1,416 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC | $1,940 | 0.00% | 75 | 30 | 66.7% | $776 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $1,943 | 0.00% | 232 | 217 | 1,446.7% | $1,817 | 加仓 |
| KWR | QUAKER HOUGHTON | $1,943 | 0.00% | 12 | 12 | — | $1,943 | 新建仓 |
| REX | REX AMERICAN RES CORP | $1,943 | 0.00% | 43 | 43 | — | $1,943 | 新建仓 |
| HTO | H2O AMERICA | $1,945 | 0.00% | 32 | 29 | 966.7% | $1,763 | 重新持有 |
| EELV | INVESCO EXCH TRADED FD TR II | $1,974 | 0.00% | 71 | 71 | — | $1,974 | 新建仓 |
| — | GLOBAL INDEMNITY GROUP LLC | $1,978 | 0.00% | 79 | -1,375 | -94.6% | -$3.44万 | 重新持有 |
| FIVN | FIVE9 INC | $2,005 | 0.00% | 94 | 69 | 276.0% | $1,472 | 加仓 |
| LPG | DORIAN LPG LTD | $2,018 | 0.00% | 58 | 58 | — | $2,018 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $2,025 | 0.00% | 109 | 54 | 98.2% | $1,003 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $2,028 | 0.00% | 40 | -120 | -75.0% | -$6,084 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP | $2,031 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| — | FLYEXCLUSIVE INC | $2,036 | 0.00% | 1,018 | 1,018 | — | $2,036 | 新建仓 |
| EFOR | EVERFORTH INC | $2,038 | 0.00% | 114 | -238 | -67.6% | -$4,255 | 重新持有 |
| CATY | CATHAY GEN BANCORP | $2,046 | 0.00% | 33 | 33 | — | $2,046 | 新建仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $2,051 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| EFXT | ENERFLEX LTD | $2,059 | 0.00% | 84 | 84 | — | $2,059 | 新建仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $2,069 | 0.00% | 48 | 46 | 2,300.0% | $1,983 | 重新持有 |
| ORA | ORMAT TECHNOLOGIES INC | $2,070 | 0.00% | 19 | 4 | 26.7% | $436 | 加仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $2,074 | 0.00% | 78 | 78 | — | $2,074 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $2,077 | 0.00% | 240 | 209 | 674.2% | $1,809 | 加仓 |
| MHO | M/I HOMES INC | $2,091 | 0.00% | 13 | 13 | — | $2,091 | 新建仓 |
| HAYW | HAYWARD HLDGS INC | $2,095 | 0.00% | 121 | -2,143 | -94.7% | -$3.71万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $2,098 | 0.00% | 62 | 62 | — | $2,098 | 新建仓 |
| THO | THOR INDS INC | $2,105 | 0.00% | 28 | 8 | 40.0% | $601 | 加仓 |
| DXC | DXC TECHNOLOGY CO | $2,107 | 0.00% | 238 | 137 | 135.6% | $1,213 | 加仓 |
| ADTN | ADTRAN HOLDINGS INC | $2,114 | 0.00% | 152 | 152 | — | $2,114 | 新建仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $2,115 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $2,119 | 0.00% | 75 | 68 | 971.4% | $1,921 | 重新持有 |
| CADL | CANDEL THERAPEUTICS INC | $2,122 | 0.00% | 206 | 206 | — | $2,122 | 新建仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $2,123 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| WASH | WASHINGTON TR BANCORP INC | $2,154 | 0.00% | 59 | 56 | 1,866.7% | $2,044 | 重新持有 |
| AAON | AAON INC | $2,157 | 0.00% | 17 | 2 | 13.3% | $254 | 加仓 |
| — | CADRENAL THERAPEUTICS INC | $2,171 | 0.00% | 650 | 500 | 333.3% | $1,670 | 重新持有 |
| EWW | ISHARES INC | $2,183 | 0.00% | 29 | 29 | — | $2,183 | 新建仓 |