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 |
|---|---|---|---|---|---|---|---|---|
| CRI | CARTERS INC | $2,841 | 0.00% | 69 | 67 | 3,350.0% | $2,759 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $2,843 | 0.00% | 81 | 81 | — | $2,843 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $2,860 | 0.00% | 221 | 181 | 452.5% | $2,342 | 加仓 |
| LZB | LA Z BOY INC | $2,890 | 0.00% | 72 | 72 | — | $2,890 | 新建仓 |
| DAKT | DAKTRONICS INC | $2,895 | 0.00% | 148 | -2,745 | -94.9% | -$5.37万 | 重新持有 |
| BOKF | BOK FINL CORP | $2,918 | 0.00% | 21 | 18 | 600.0% | $2,501 | 加仓 |
| — | CHART INDS INC | $2,926 | 0.00% | 14 | -58 | -80.6% | -$1.21万 | 减仓 |
| KFY | KORN FERRY | $2,930 | 0.00% | 44 | -565 | -92.8% | -$3.76万 | 重新持有 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $2,939 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| CRVL | CORVEL CORP | $2,939 | 0.00% | 47 | 47 | — | $2,939 | 新建仓 |
| NRIM | NORTHRIM BANCORP INC | $2,941 | 0.00% | 106 | -1,403 | -93.0% | -$3.89万 | 重新持有 |
| MBC | MASTERBRAND INC | $2,955 | 0.00% | 287 | 52 | 22.1% | $535 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $2,976 | 0.00% | 33 | -789 | -96.0% | -$7.12万 | 重新持有 |
| CMP | COMPASS MINERALS INTL INC | $2,989 | 0.00% | 96 | 96 | — | $2,989 | 新建仓 |
| DLB | DOLBY LABORATORIES INC | $2,998 | 0.00% | 57 | 42 | 280.0% | $2,209 | 加仓 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $3,005 | 0.00% | 42 | 38 | 950.0% | $2,719 | 重新持有 |
| IPAR | INTERPARFUMS INC | $3,021 | 0.00% | 27 | 27 | — | $3,021 | 新建仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $3,042 | 0.00% | 153 | 53 | 53.0% | $1,054 | 加仓 |
| BHVN | BIOHAVEN LTD | $3,052 | 0.00% | 205 | 174 | 561.3% | $2,590 | 重新持有 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $3,060 | 0.00% | 60 | 60 | — | $3,060 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $3,064 | 0.00% | 44 | 11 | 33.3% | $766 | 加仓 |
| VRNS | VARONIS SYS INC | $3,064 | 0.00% | 73 | 48 | 192.0% | $2,015 | 重新持有 |
| LPX | LOUISIANA PAC CORP | $3,069 | 0.00% | 39 | 24 | 160.0% | $1,889 | 加仓 |
| GTX | GARRETT MOTION INC | $3,081 | 0.00% | 85 | -2 | -2.3% | -$72 | 减仓 |
| — | CHEGG INC | $3,092 | 0.00% | 3,061 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $3,092 | 0.00% | 211 | 106 | 101.0% | $1,553 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $3,096 | 0.00% | 289 | 289 | — | $3,096 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $3,097 | 0.00% | 94 | -2,539 | -96.4% | -$8.37万 | 重新持有 |
| WAY | WAYSTAR HLDG CORP | $3,101 | 0.00% | 151 | 100 | 196.1% | $2,054 | 重新持有 |
| ASAN | ASANA INC | $3,101 | 0.00% | 443 | 415 | 1,482.1% | $2,905 | 重新持有 |
| PZA | INVESCO EXCH TRADED FD TR II | $3,105 | 0.00% | 132 | 132 | — | $3,105 | 新建仓 |
| — | ATKORE INC | $3,119 | 0.00% | 41 | 41 | — | $3,119 | 新建仓 |
| SYSB | ISHARES TR | $3,130 | 0.00% | 35 | 35 | — | $3,130 | 新建仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $3,132 | 0.00% | 95 | 95 | — | $3,132 | 新建仓 |
| NB | NIOCORP DEVS LTD | $3,138 | 0.00% | 651 | 651 | — | $3,138 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $3,138 | 0.00% | 366 | 352 | 2,514.3% | $3,018 | 重新持有 |
| KVYO | KLAVIYO INC | $3,142 | 0.00% | 208 | 204 | 5,100.0% | $3,082 | 重新持有 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $3,168 | 0.00% | 150 | -125 | -45.5% | -$2,640 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $3,191 | 0.00% | 42 | 27 | 180.0% | $2,051 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $3,208 | 0.00% | 367 | 367 | — | $3,208 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $3,211 | 0.00% | 24 | 9 | 60.0% | $1,204 | 重新持有 |
| CSV | CARRIAGE SVCS INC | $3,221 | 0.00% | 84 | -1,880 | -95.7% | -$7.21万 | 重新持有 |
| PFXF | VANECK ETF TRUST | $3,229 | 0.00% | 181 | 2 | 1.1% | $36 | 加仓 |
| VCEL | VERICEL CORP | $3,244 | 0.00% | 73 | 73 | — | $3,244 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $3,259 | 0.00% | 38 | 35 | 1,166.7% | $3,002 | 重新持有 |
| ACIW | ACI WORLDWIDE INC | $3,270 | 0.00% | 65 | -57 | -46.7% | -$2,868 | 重新持有 |
| KRT | KARAT PACKAGING INC | $3,280 | 0.00% | 98 | -1,395 | -93.4% | -$4.67万 | 重新持有 |
| PLAB | PHOTRONICS INC | $3,286 | 0.00% | 101 | 81 | 405.0% | $2,635 | 加仓 |
| HTH | HILLTOP HLDGS INC | $3,298 | 0.00% | 85 | 36 | 73.5% | $1,397 | 加仓 |
| AVA | AVISTA CORP | $3,314 | 0.00% | 81 | 81 | — | $3,314 | 新建仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $3,315 | 0.00% | 34 | 34 | — | $3,315 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $3,326 | 0.00% | 42 | -9 | -17.6% | -$713 | 减仓 |
| HCI | HCI GROUP INC | $3,330 | 0.00% | 19 | 3 | 18.8% | $526 | 重新持有 |
| VECO | VEECO INSTRS INC DEL | $3,336 | 0.00% | 44 | 44 | — | $3,336 | 新建仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $3,345 | 0.00% | 221 | -18 | -7.5% | -$272 | 减仓 |
| MAT | MATTEL INC | $3,345 | 0.00% | 241 | 146 | 153.7% | $2,026 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $3,379 | 0.00% | 100 | 100 | — | $3,379 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $3,398 | 0.00% | 42 | 40 | 2,000.0% | $3,236 | 加仓 |
| UEC | URANIUM ENERGY CORP | $3,401 | 0.00% | 319 | 319 | — | $3,401 | 新建仓 |
| VSAT | VIASAT INC | $3,413 | 0.00% | 38 | 0 | 0.0% | — | 重新持有 |
| MIDD | MIDDLEBY CORP | $3,441 | 0.00% | 20 | 4 | 25.0% | $688 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $3,442 | 0.00% | 43 | -83 | -65.9% | -$6,644 | 重新持有 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,445 | 0.00% | 175 | 134 | 326.8% | $2,638 | 重新持有 |
| JJSF | J & J SNACK FOODS CORP | $3,453 | 0.00% | 47 | 47 | — | $3,453 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,461 | 0.00% | 100 | 100 | — | $3,461 | 新建仓 |
| HG | HAMILTON INSURANCE GROUP LTD | $3,463 | 0.00% | 102 | 96 | 1,600.0% | $3,259 | 重新持有 |
| FNLC | FIRST BANCORP INC ME | $3,482 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $3,497 | 0.00% | 206 | 114 | 123.9% | $1,935 | 重新持有 |
| STGW | STAGWELL INC | $3,500 | 0.00% | 471 | -6,549 | -93.3% | -$4.87万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,505 | 0.00% | 100 | 100 | — | $3,505 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $3,506 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,509 | 0.00% | 100 | 100 | — | $3,509 | 新建仓 |
| SDGR | SCHRODINGER INC | $3,510 | 0.00% | 216 | 215 | 21,500.0% | $3,494 | 重新持有 |
| ROCK | GIBRALTAR INDS INC | $3,519 | 0.00% | 78 | -755 | -90.6% | -$3.41万 | 重新持有 |
| WHD | CACTUS INC | $3,536 | 0.00% | 69 | 69 | — | $3,536 | 新建仓 |
| QNST | QUINSTREET INC | $3,561 | 0.00% | 243 | 221 | 1,004.5% | $3,239 | 重新持有 |
| GLOB | GLOBANT S A | $3,561 | 0.00% | 123 | 123 | — | $3,561 | 新建仓 |
| — | GLOBAL X FDS | $3,577 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $3,611 | 0.00% | 66 | 66 | — | $3,611 | 新建仓 |
| HFWA | HERITAGE FINL CORP WASH | $3,614 | 0.00% | 122 | 120 | 6,000.0% | $3,555 | 重新持有 |
| SMR | NUSCALE PWR CORP | $3,632 | 0.00% | 362 | 12 | 3.4% | $120 | 加仓 |
| EVTC | EVERTEC INC | $3,640 | 0.00% | 131 | -1,109 | -89.4% | -$3.08万 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $3,653 | 0.00% | 96 | 55 | 134.1% | $2,093 | 加仓 |
| BF/A | BROWN FORMAN CORP | $3,667 | 0.00% | 134 | 52 | 63.4% | $1,423 | 重新持有 |
| KGS | KODIAK GAS SVCS INC | $3,682 | 0.00% | 49 | -318 | -86.6% | -$2.39万 | 减仓 |
| ICFI | ICF INTL INC | $3,717 | 0.00% | 51 | 51 | — | $3,717 | 新建仓 |
| SITM | SITIME CORP | $3,728 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3,786 | 0.00% | 1,040 | 220 | 26.8% | $801 | 加仓 |
| CECO | CECO ENVIRONMENTAL CORP | $3,812 | 0.00% | 42 | 42 | — | $3,812 | 新建仓 |
| ADUS | ADDUS HOMECARE CORP | $3,818 | 0.00% | 38 | -420 | -91.7% | -$4.22万 | 重新持有 |
| GRBK | GREEN BRICK PARTNERS INC | $3,843 | 0.00% | 48 | -508 | -91.4% | -$4.07万 | 重新持有 |
| Z | ZILLOW GROUP INC | $3,846 | 0.00% | 122 | 114 | 1,425.0% | $3,594 | 加仓 |
| — | GOSSAMER BIO INC | $3,877 | 0.00% | 23,550 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $3,901 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $3,907 | 0.00% | 9,766 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $3,970 | 0.00% | 221 | 221 | — | $3,970 | 新建仓 |
| IPGP | IPG PHOTONICS CORP | $3,990 | 0.00% | 34 | -64 | -65.3% | -$7,511 | 重新持有 |
| FMBH | FIRST MID BANCSHARES INC | $3,992 | 0.00% | 83 | -765 | -90.2% | -$3.68万 | 重新持有 |
| STC | STEWART INFORMATION SVCS COR | $4,028 | 0.00% | 61 | -920 | -93.8% | -$6.08万 | 重新持有 |
| AZZ | AZZ INC | $4,033 | 0.00% | 26 | -335 | -92.8% | -$5.20万 | 重新持有 |