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
INR INFINITY NAT RES INC $2,1850.00%172 1621,620.0% $2,058 加仓
GRAL GRAIL INC $2,1860.00%32 313,100.0% $2,118 加仓
TECH BIO-TECHNE CORP $2,1910.00%31 414.8% $283 加仓
UMH UMH PPTYS INC $2,1960.00%145 1341,218.2% $2,029 重新持有
ITRN ITURAN LOCATION AND CONTROL $2,1970.00%36 36— $2,197 新建仓
NATR NATURES SUNSHINE PRODS INC $2,2020.00%101 -1,834-94.8% -$4.00万 重新持有
NEXA NEXA RES S A $2,2040.00%180 180— $2,204 新建仓
ECO OKEANIS ECO TANKERS COR $2,2060.00%44 44— $2,206 新建仓
HRMY HARMONY BIOSCIENCES HLDGS IN $2,2220.00%61 -1,117-94.8% -$4.07万 重新持有
— MFS INTER INCOME TR $2,2230.00%900 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $2,2260.00%100 00.0% — 不变
MDU MDU RES GROUP INC $2,2280.00%105 -471-81.8% -$9,994 重新持有
IIIN INSTEEL INDS INC $2,2350.00%74 723,600.0% $2,175 重新持有
MBLY MOBILEYE GLOBAL INC $2,2370.00%231 231— $2,237 新建仓
WMG WARNER MUSIC GROUP CORP $2,2480.00%83 46124.3% $1,246 加仓
PRGS PROGRESS SOFTWARE CORP $2,2510.00%67 621,240.0% $2,083 重新持有
CXT CRANE NXT CO $2,2520.00%44 -4-8.3% -$205 减仓
QTWO Q2 HLDGS INC $2,2610.00%47 820.5% $385 重新持有
PAYS PAYSIGN INC $2,2620.00%276 181190.5% $1,483 加仓
VNDA VANDA PHARMACEUTICALS INC $2,2710.00%371 3481,513.0% $2,130 重新持有
VSTM VERASTEM INC $2,2780.00%596 18043.3% $688 加仓
GHC GRAHAM HLDGS CO $2,2830.00%2 1100.0% $1,142 加仓
— TIDAL TRUST II $2,2980.00%200 00.0% — 不变
LMB LIMBACH HLDGS INC $2,3100.00%30 30— $2,310 新建仓
DEI DOUGLAS EMMETT INC $2,3130.00%196 196— $2,313 新建仓
PALL ABRDN PALLADIUM ETF TRUST $2,3190.00%105 00.0% — 不变
CTO CTO RLTY GROWTH INC NEW $2,3240.00%108 -1,681-94.0% -$3.62万 重新持有
BKU BANKUNITED INC $2,3260.00%48 48— $2,326 新建仓
HCSG HEALTHCARE SVCS GROUP INC $2,3340.00%95 56143.6% $1,376 重新持有
AGIO AGIOS PHARMACEUTICALS INC $2,3390.00%63 63— $2,339 新建仓
INDB INDEPENDENT BK CORP MASS $2,3450.00%28 28— $2,345 新建仓
CARE CARTER BANKSHARES INC $2,3480.00%69 69— $2,348 新建仓
EZPW EZCORP INC $2,3510.00%68 631,260.0% $2,178 重新持有
— CANAAN INC $2,3550.00%8,200 5,040159.5% $1,447 加仓
OFG OFG BANCORP $2,3570.00%48 48— $2,357 新建仓
STRA STRATEGIC ED INC $2,3770.00%31 22244.4% $1,687 重新持有
GPOR GULFPORT ENERGY CORP $2,3770.00%14 131,300.0% $2,207 重新持有
TRNO TERRENO RLTY CORP $2,3980.00%37 -64-63.4% -$4,148 重新持有
ASIX ADVANSIX INC $2,4070.00%121 97404.2% $1,930 加仓
LIFE ETHOS TECHNOLOGIES INC $2,4130.00%133 133— $2,413 新建仓
PMT PENNYMAC MTG INVT TR $2,4140.00%214 -2,586-92.4% -$2.92万 重新持有
KOS KOSMOS ENERGY LTD $2,4230.00%1,148 1,148— $2,423 新建仓
KBH KB HOME $2,4420.00%39 1995.0% $1,190 加仓
MTX MINERALS TECHNOLOGIES INC $2,4420.00%33 311,550.0% $2,294 重新持有
— SURO CAPITAL CORP $2,4460.00%195 195— $2,446 新建仓
CLVT CLARIVATE PLC $2,4480.00%1,133 1,0351,056.1% $2,236 重新持有
BLBD BLUE BIRD CORP $2,4490.00%31 303,000.0% $2,370 重新持有
DJT TRUMP MEDIA & TECHNOLOGY GRO $2,4550.00%317 15696.9% $1,208 加仓
SBCF SEACOAST BKG CORP FLA $2,4610.00%74 74— $2,461 新建仓
HPP HUDSON PACIFIC PROPERTIES IN $2,4620.00%162 162— $2,462 新建仓
— INVESCO ACTIVELY MANAGED EXC $2,4620.00%24 24— $2,462 新建仓
ICHR ICHOR HOLDINGS $2,4710.00%22 22— $2,471 新建仓
CC CHEMOURS CO $2,4830.00%121 5583.3% $1,129 加仓
CZWI CITIZENS CMNTY BANCORP INC M $2,5030.00%107 107— $2,503 新建仓
MUR MURPHY OIL CORP $2,5080.00%77 -5,929-98.7% -$19.31万 减仓
AU ANGLOGOLD ASHANTI PLC $2,5080.00%31 28933.3% $2,265 重新持有
HL HECLA MINING COMPANY $2,5160.00%163 1510.1% $232 加仓
VSH VISHAY INTERTECHNOLOGY INC $2,5290.00%47 47— $2,529 新建仓
GEF GREIF INC $2,5330.00%34 -27-44.3% -$2,012 重新持有
COLM COLUMBIA SPORTSWEAR CO $2,5350.00%41 00.0% — 不变
KDK KODIAK AI INC. $2,5400.00%500 00.0% — 不变
— PROSHARES TR $2,5430.00%50 00.0% — 不变
CMPR CIMPRESS PLC $2,5430.00%25 22733.3% $2,238 重新持有
APAM ARTISAN PARTNERS ASSET MGMT $2,5560.00%74 74— $2,556 新建仓
CALF PACER FDS TR $2,5660.00%51 51— $2,566 新建仓
NAMS NEWAMSTERDAM PHARMA COMPANY $2,5760.00%76 76— $2,576 新建仓
UAA UNDER ARMOUR INC $2,5880.00%405 -23,659-98.3% -$15.12万 减仓
COHU COHU INC $2,5880.00%35 35— $2,588 新建仓
TSEM TOWER SEMICONDUCTOR LTD $2,6070.00%10 -95-90.5% -$2.48万 减仓
TE T1 ENERGY INC $2,6070.00%275 00.0% — 不变
FBP FIRST BANCORP CORPORATION $2,6080.00%100 100— $2,608 新建仓
EPR EPR PPTYS $2,6110.00%45 25125.0% $1,451 加仓
PXH INVESCO EXCH TRADED FD TR II $2,6210.00%94 -1-1.1% -$28 减仓
BOOT BOOT BARN HLDGS INC $2,6290.00%16 -8-33.3% -$1,314 重新持有
TGTX TG THERAPEUTICS INC $2,6380.00%48 -89-65.0% -$4,891 重新持有
BTBT BIT DIGITAL INC $2,6460.00%1,470 00.0% — 不变
ULS UL SOLUTIONS INC $2,6490.00%26 313.0% $306 加仓
BRC BRADY CORP $2,6560.00%29 29— $2,656 新建仓
DRD DRDGOLD LIMITED $2,6630.00%125 125— $2,663 新建仓
OMDA OMADA HEALTH INC $2,6780.00%122 122— $2,678 新建仓
WRLD WORLD ACCEP CORPORATION $2,6870.00%12 9300.0% $2,015 重新持有
— DRAGANFLY INC. $2,7100.00%500 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $2,7230.00%104 00.0% — 不变
— ALTISOURCE PORTFOLIO SOLUTIO $2,7350.00%9,766 00.0% — 不变
REXR REXFORD INDL RLTY INC $2,7470.00%82 3782.2% $1,240 加仓
CCC CCC INTELLIGENT SOLUTIONS HL $2,7610.00%535 -3,673-87.3% -$1.90万 减仓
GRNY TIDAL TRUST I $2,7650.00%100 00.0% — 不变
JGRO J P MORGAN EXCHANGE TRADED F $2,7680.00%28 00.0% — 不变
BOH BANK HAWAII CORP $2,7720.00%34 321,600.0% $2,609 重新持有
DBP INVESCO DB MULTI-SECTOR COMM $2,7750.00%30 520.0% $462 加仓
RIG TRANSOCEAN LTD $2,7790.00%568 8818.3% $431 加仓
ARMK ARAMARK $2,7890.00%49 -5,605-99.1% -$31.90万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $2,7940.00%33 -592-94.7% -$5.01万 减仓
RVLV REVOLVE GROUP INC $2,7940.00%122 97388.0% $2,221 加仓
CVEO CIVEO CORP CDA $2,8000.00%80 -1,458-94.8% -$5.10万 重新持有
ENR ENERGIZER HLDGS INC $2,8090.00%131 1412.0% $300 加仓
UFPI UFP INDUSTRIES INC $2,8130.00%31 1155.0% $998 加仓
CRSR CORSAIR GAMING INC $2,8240.00%292 2781,985.7% $2,689 重新持有
YETI YETI HLDGS INC $2,8250.00%57 -12-17.4% -$595 减仓
URBN URBAN OUTFITTERS INC $2,8350.00%40 -732-94.8% -$5.19万 重新持有