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 |
|---|---|---|---|---|---|---|---|---|
| BHB | BAR HBR BANKSHARES | $4,041 | 0.00% | 107 | -1,277 | -92.3% | -$4.82万 | 重新持有 |
| SAIL | SAILPOINT INC | $4,042 | 0.00% | 276 | 276 | — | $4,042 | 新建仓 |
| KBDC | KAYNE ANDERSON BDC INC | $4,059 | 0.00% | 300 | 300 | — | $4,059 | 新建仓 |
| LCID | LUCID GROUP INC | $4,062 | 0.00% | 607 | 59 | 10.8% | $395 | 加仓 |
| SPYD | SPDR SERIES TRUST | $4,085 | 0.00% | 86 | 21 | 32.3% | $998 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $4,089 | 0.00% | 11 | -17 | -60.7% | -$6,319 | 重新持有 |
| EVER | EVERQUOTE INC | $4,093 | 0.00% | 172 | -1,825 | -91.4% | -$4.34万 | 重新持有 |
| APPN | APPIAN CORP | $4,123 | 0.00% | 180 | 160 | 800.0% | $3,665 | 重新持有 |
| WK | WORKIVA INC | $4,125 | 0.00% | 85 | 66 | 347.4% | $3,203 | 重新持有 |
| IBEX | IBEX LTD | $4,131 | 0.00% | 136 | -2,499 | -94.8% | -$7.59万 | 重新持有 |
| TDW | TIDEWATER INC NEW | $4,132 | 0.00% | 62 | -809 | -92.9% | -$5.39万 | 重新持有 |
| VRTS | VIRTUS INVT PARTNERS INC | $4,162 | 0.00% | 29 | 24 | 480.0% | $3,444 | 重新持有 |
| TCBK | TRICO BANCSHARES | $4,201 | 0.00% | 78 | 78 | — | $4,201 | 新建仓 |
| BGC | BGC GROUP INC | $4,212 | 0.00% | 394 | -5,173 | -92.9% | -$5.53万 | 重新持有 |
| SR | SPIRE INC | $4,217 | 0.00% | 54 | 39 | 260.0% | $3,046 | 加仓 |
| CNM | CORE & MAIN INC | $4,247 | 0.00% | 88 | 33 | 60.0% | $1,593 | 加仓 |
| BBDC | BARINGS BDC INC | $4,260 | 0.00% | 500 | 500 | — | $4,260 | 新建仓 |
| ICVT | ISHARES TR | $4,261 | 0.00% | 35 | -20 | -36.4% | -$2,435 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $4,283 | 0.00% | 36 | -626 | -94.6% | -$7.45万 | 重新持有 |
| — | TAYLOR MORRISON HOME CORP | $4,305 | 0.00% | 60 | 30 | 100.0% | $2,152 | 加仓 |
| — | PUTNAM ETF TRUST | $4,354 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $4,363 | 0.00% | 48 | 48 | — | $4,363 | 新建仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,364 | 0.00% | 80 | 5 | 6.7% | $273 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $4,430 | 0.00% | 22 | 7 | 46.7% | $1,410 | 加仓 |
| LYTS | LSI INDS INC OHIO | $4,439 | 0.00% | 167 | -2,616 | -94.0% | -$6.95万 | 重新持有 |
| FBNC | FIRST BANCORP N C | $4,476 | 0.00% | 70 | 70 | — | $4,476 | 新建仓 |
| TLK | TELEKOMUNIKASI IND | $4,486 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| VTOL | BRISTOW GROUP INC | $4,504 | 0.00% | 109 | -961 | -89.8% | -$3.97万 | 重新持有 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $4,529 | 0.00% | 457 | 455 | 22,750.0% | $4,509 | 加仓 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $4,555 | 0.00% | 111 | 111 | — | $4,555 | 新建仓 |
| PTRN | PATTERN GROUP INC | $4,560 | 0.00% | 181 | -2,192 | -92.4% | -$5.52万 | 重新持有 |
| UE | URBAN EDGE PPTYS | $4,577 | 0.00% | 200 | 200 | — | $4,577 | 新建仓 |
| — | WEBSTER FINL CORP | $4,586 | 0.00% | 60 | 2 | 3.4% | $153 | 加仓 |
| GKOS | GLAUKOS CORP | $4,613 | 0.00% | 33 | -24 | -42.1% | -$3,355 | 重新持有 |
| VMI | VALMONT INDS INC | $4,621 | 0.00% | 8 | 2 | 33.3% | $1,155 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,630 | 0.00% | 101 | 66 | 188.6% | $3,026 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $4,634 | 0.00% | 149 | 5 | 3.5% | $156 | 加仓 |
| TH | TARGET HOSPITALITY CORP | $4,643 | 0.00% | 228 | 228 | — | $4,643 | 新建仓 |
| SM | SM ENERGY COMPANY | $4,646 | 0.00% | 178 | 178 | — | $4,646 | 新建仓 |
| RRBI | RED RIVER BANCSHARES INC | $4,656 | 0.00% | 51 | -484 | -90.5% | -$4.42万 | 重新持有 |
| MRX | MAREX GROUP PLC | $4,694 | 0.00% | 77 | 77 | — | $4,694 | 新建仓 |
| TEX | TEREX CORP NEW | $4,707 | 0.00% | 65 | 40 | 160.0% | $2,897 | 加仓 |
| CELC | CELCUITY INC | $4,708 | 0.00% | 45 | 45 | — | $4,708 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $4,719 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,737 | 0.00% | 25 | -694 | -96.5% | -$13.15万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $4,784 | 0.00% | 223 | -3,529 | -94.1% | -$7.57万 | 重新持有 |
| ATEN | A10 NETWORKS INC | $4,820 | 0.00% | 129 | -2,361 | -94.8% | -$8.82万 | 重新持有 |
| IRT | INDEPENDENCE RLTY TR INC | $4,824 | 0.00% | 289 | 229 | 381.7% | $3,822 | 加仓 |
| GNL | GLOBAL NET LEASE INC | $4,828 | 0.00% | 540 | 70 | 14.9% | $626 | 加仓 |
| CARG | CARGURUS INC | $4,841 | 0.00% | 142 | -1,985 | -93.3% | -$6.77万 | 重新持有 |
| — | CATALYST PHARMACEUTICALS INC | $4,841 | 0.00% | 154 | -1,618 | -91.3% | -$5.09万 | 重新持有 |
| MHK | MOHAWK INDS INC | $4,854 | 0.00% | 40 | -2,591 | -98.5% | -$31.44万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,858 | 0.00% | 44 | 6 | 15.8% | $662 | 重新持有 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,876 | 0.00% | 880 | 193 | 28.1% | $1,069 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $4,886 | 0.00% | 38 | -147 | -79.5% | -$1.89万 | 重新持有 |
| MEC | MAYVILLE ENGR CO INC | $4,908 | 0.00% | 131 | -1,963 | -93.7% | -$7.35万 | 重新持有 |
| OSBC | OLD SECOND BANCORP INC DEL | $4,921 | 0.00% | 211 | -2,220 | -91.3% | -$5.18万 | 重新持有 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $4,926 | 0.00% | 165 | -1,425 | -89.6% | -$4.25万 | 重新持有 |
| KNF | KNIFE RIVER CORP | $4,936 | 0.00% | 59 | 47 | 391.7% | $3,932 | 加仓 |
| — | ARCOSA INC | $4,941 | 0.00% | 34 | -20 | -37.0% | -$2,906 | 重新持有 |
| UVE | UNIVERSAL INS HLDGS INC | $4,965 | 0.00% | 120 | 20 | 20.0% | $828 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $5,008 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $5,029 | 0.00% | 101 | 66 | 188.6% | $3,286 | 加仓 |
| FN | FABRINET | $5,059 | 0.00% | 9 | 2 | 28.6% | $1,124 | 加仓 |
| — | THEMES ETF TR | $5,099 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| LIVN | LIVANOVA PLC | $5,100 | 0.00% | 62 | 22 | 55.0% | $1,810 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $5,119 | 0.00% | 205 | -340 | -62.4% | -$8,490 | 减仓 |
| CVBF | CVB FINL CORP | $5,119 | 0.00% | 227 | 227 | — | $5,119 | 新建仓 |
| COLB | COLUMBIA BKG SYS INC | $5,129 | 0.00% | 160 | -225 | -58.4% | -$7,213 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $5,145 | 0.00% | 31 | -16 | -34.0% | -$2,655 | 重新持有 |
| LAUR | LAUREATE ED INC | $5,159 | 0.00% | 142 | -3,572 | -96.2% | -$12.98万 | 重新持有 |
| WTMF | WISDOMTREE TR | $5,188 | 0.00% | 127 | -30 | -19.1% | -$1,226 | 减仓 |
| TRU | TRANSUNION | $5,195 | 0.00% | 72 | -140 | -66.0% | -$1.01万 | 减仓 |
| CBZ | CBIZ INC | $5,198 | 0.00% | 162 | 162 | — | $5,198 | 新建仓 |
| DAVE | DAVE INC | $5,218 | 0.00% | 14 | 2 | 16.7% | $745 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $5,232 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $5,233 | 0.00% | 459 | 18 | 4.1% | $205 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $5,239 | 0.00% | 104 | 104 | — | $5,239 | 新建仓 |
| VC | VISTEON CORP | $5,259 | 0.00% | 53 | 43 | 430.0% | $4,267 | 加仓 |
| CRAI | CRA INTL INC | $5,266 | 0.00% | 37 | -344 | -90.3% | -$4.90万 | 重新持有 |
| AMBQ | AMBIQ MICRO INC | $5,298 | 0.00% | 60 | 60 | — | $5,298 | 新建仓 |
| — | TOPBUILD COR | $5,318 | 0.00% | 15 | -7 | -31.8% | -$2,482 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $5,370 | 0.00% | 10 | 10 | — | $5,370 | 新建仓 |
| ECHO | ECHOSTAR CORP | $5,380 | 0.00% | 53 | 2 | 3.9% | $203 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $5,384 | 0.00% | 1,765 | 265 | 17.7% | $808 | 加仓 |
| — | TPG MTG INVTS TR INC | $5,386 | 0.00% | 680 | 240 | 54.5% | $1,901 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $5,406 | 0.00% | 277 | 212 | 326.2% | $4,137 | 加仓 |
| — | VOLATILITY SHS TR | $5,420 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES | $5,423 | 0.00% | 149 | 119 | 396.7% | $4,331 | 加仓 |
| ADT | ADT INC DEL | $5,428 | 0.00% | 835 | -20,772 | -96.1% | -$13.50万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $5,483 | 0.00% | 37 | -22 | -37.3% | -$3,260 | 重新持有 |
| OPY | OPPENHEIMER HLDGS INC | $5,489 | 0.00% | 52 | -577 | -91.7% | -$6.09万 | 重新持有 |
| — | CITROTECH INC | $5,520 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DEEP FISSION INC | $5,520 | 0.00% | 500 | 500 | — | $5,520 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $5,524 | 0.00% | 306 | -4,027 | -92.9% | -$7.27万 | 重新持有 |
| MMSI | MERIT MED SYS INC | $5,548 | 0.00% | 80 | 6 | 8.1% | $416 | 重新持有 |
| TRMD | TORM PLC | $5,551 | 0.00% | 213 | 53 | 33.1% | $1,381 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $5,575 | 0.00% | 245 | 109 | 80.1% | $2,480 | 加仓 |
| BETR | BETTER HOME & FINANCE HOLDIN | $5,583 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $5,611 | 0.00% | 134 | -2,494 | -94.9% | -$10.44万 | 重新持有 |