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 |
|---|---|---|---|---|---|---|---|---|
| — | AQUABOUNTY TECHNOLOGIES INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN STR PPTYS CORP | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | TEADS HLDG CO | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | NEXTNRG INC | $2 | 0.00% | 4 | 4 | — | $2 | 新建仓 |
| — | ARRIVE AI INC | $3 | 0.00% | 5 | 5 | — | $3 | 新建仓 |
| — | WORKHORSE GROUP INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | HEALTH CATALYST INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| — | ISPIRE TECHNOLOGY INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| — | KOLIBRI GLOBAL ENERGY INC | $5 | 0.00% | 1 | 1 | — | $5 | 新建仓 |
| LI | LI AUTO INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | DMC GLOBAL INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| — | NEW FORTRESS ENERGY INC | $6 | 0.00% | 14 | 14 | — | $6 | 新建仓 |
| FNKO | FUNKO INC | $6 | 0.00% | 1 | -5 | -83.3% | -$30 | 重新持有 |
| — | SOUTHLAND HLDGS INC | $6 | 0.00% | 8 | 8 | — | $6 | 新建仓 |
| — | KALTURA INC | $6 | 0.00% | 4 | 3 | 300.0% | $4 | 重新持有 |
| — | SUNPOWER INC | $6 | 0.00% | 6 | 6 | — | $6 | 新建仓 |
| — | CLIPPER RLTY INC | $6 | 0.00% | 2 | 2 | — | $6 | 新建仓 |
| LENZ | LENZ THERAPEUTICS INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| IMMR | IMMERSION CORP | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| TBI | TRUEBLUE INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| GETYQ | GETTY IMAGES HOLDINGS INC | $7 | 0.00% | 8 | 8 | — | $7 | 新建仓 |
| BLND | BLEND LABS INC | $7 | 0.00% | 4 | 4 | — | $7 | 新建仓 |
| — | VIVID SEATS INC | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| — | ATOSSA THERAPEUTICS INC | $8 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TMQ | TRILOGY METALS INC NEW | $8 | 0.00% | 2 | 2 | — | $8 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| — | BIOTE CORP | $8 | 0.00% | 4 | 4 | — | $8 | 新建仓 |
| — | NVNI GROUP LIMITED | $8 | 0.00% | 8 | 8 | — | $8 | 新建仓 |
| — | REPOSITRAK INC | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| — | SEVEN HILLS REALTY TRUST | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| — | VUZIX CORP | $9 | 0.00% | 3 | 3 | — | $9 | 新建仓 |
| LAB | STANDARD BIOTOOLS INC | $10 | 0.00% | 11 | 11 | — | $10 | 新建仓 |
| — | ACCURAY INC DEL | $10 | 0.00% | 33 | 33 | — | $10 | 新建仓 |
| — | TUHURA BIOSCIENCES INC | $10 | 0.00% | 4 | 4 | — | $10 | 新建仓 |
| MH | MCGRAW HILL INC | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | GAMESQUARE HLDGS INC | $11 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | SPOK HLDGS INC | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| — | EXPENSIFY INC | $11 | 0.00% | 6 | 4 | 200.0% | $7 | 重新持有 |
| — | FORAFRIC GLOBAL PLC | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| WBTN | WEBTOON ENTMT INC | $12 | 0.00% | 1 | 1 | — | $12 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $12 | 0.00% | 3 | 3 | — | $12 | 新建仓 |
| RZLV | REZOLVE AI PLC | $13 | 0.00% | 4 | -356 | -98.9% | -$1,157 | 重新持有 |
| ASPI | ASP ISOTOPES INC | $13 | 0.00% | 2 | 2 | — | $13 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $13 | 0.00% | 6 | 6 | — | $13 | 新建仓 |
| — | AVITA MEDICAL INC | $13 | 0.00% | 3 | 3 | — | $13 | 新建仓 |
| — | WALDENCAST PLC | $13 | 0.00% | 7 | 7 | — | $13 | 新建仓 |
| — | NIAGEN BIOSCIENCE INC | $14 | 0.00% | 4 | -27 | -87.1% | -$94 | 重新持有 |
| — | TTEC HLDGS INC | $14 | 0.00% | 7 | 7 | — | $14 | 新建仓 |
| — | LIVEWIRE GROUP INC | $14 | 0.00% | 11 | 11 | — | $14 | 新建仓 |
| HLLY | HOLLEY INC | $14 | 0.00% | 5 | 5 | — | $14 | 新建仓 |
| — | PAMT CORP | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| ABAT | AMERICAN BATTERY TECHNOLOGY | $15 | 0.00% | 5 | 5 | — | $15 | 新建仓 |
| CTMX | CYTOMX THERAPEUTICS INC. | $15 | 0.00% | 4 | 4 | — | $15 | 新建仓 |
| NEWT | NEWTEKONE INC | $15 | 0.00% | 1 | 1 | — | $15 | 新建仓 |
| — | MONTAUK RENEWABLES INC | $15 | 0.00% | 9 | 9 | — | $15 | 新建仓 |
| — | MAXCYTE INC | $16 | 0.00% | 13 | 13 | — | $16 | 新建仓 |
| — | SUNRISE RLTY TR INC | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| — | STEREOTAXIS INC | $16 | 0.00% | 9 | 9 | — | $16 | 新建仓 |
| PBYI | PUMA BIOTECHNOLOGY INC | $17 | 0.00% | 2 | -15 | -88.2% | -$128 | 重新持有 |
| — | FORRESTER RESH INC | $17 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| — | XEROX HOLDINGS CORP | $18 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| CLPT | CLEARPOINT NEURO INC | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| — | COSTAMARE BULKERS HLDGS LTD | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $18 | 0.00% | 4 | 4 | — | $18 | 新建仓 |
| — | MAUI LD & PINEAPPLE INC | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| SVRA | SAVARA INC | $19 | 0.00% | 3 | 3 | — | $19 | 新建仓 |
| RLGT | RADIANT LOGISTICS INC | $19 | 0.00% | 2 | 2 | — | $19 | 新建仓 |
| VOXR | VOX ROYALTY CORP | $19 | 0.00% | 4 | 4 | — | $19 | 新建仓 |
| — | ESCALADE INC | $19 | 0.00% | 1 | 0 | 0.0% | — | 重新持有 |
| — | OLAPLEX HLDGS INC | $20 | 0.00% | 9 | 9 | — | $20 | 新建仓 |
| AOMR | ANGEL OAK MORTGAGE REIT INC | $20 | 0.00% | 2 | 2 | — | $20 | 新建仓 |
| SERV | SERVE ROBOTICS INC | $20 | 0.00% | 3 | 3 | — | $20 | 新建仓 |
| SSP | SCRIPPS E W CO OHIO | $20 | 0.00% | 7 | 7 | — | $20 | 新建仓 |
| — | MICROVISION INC DEL | $20 | 0.00% | 59 | 59 | — | $20 | 新建仓 |
| SI | SHOULDER INNOVATIONS INC | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| INV | INNVENTURE INC | $21 | 0.00% | 4 | 4 | — | $21 | 新建仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $21 | 0.00% | 5 | 5 | — | $21 | 新建仓 |
| — | ORION PROPERTIES INC | $21 | 0.00% | 7 | 7 | — | $21 | 新建仓 |
| SRTA | STRATA CRITICAL MEDICAL INC | $22 | 0.00% | 4 | -220 | -98.2% | -$1,210 | 重新持有 |
| — | MEDIFAST INC | $22 | 0.00% | 2 | 0 | 0.0% | — | 重新持有 |
| NBBK | NB BANCORP INC | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| — | EPSILON ENERGY LTD | $22 | 0.00% | 4 | -1 | -20.0% | -$6 | 重新持有 |
| — | CHICAGO ATLANTIC REAL ESTATE | $22 | 0.00% | 2 | 2 | — | $22 | 新建仓 |
| — | AIRSHIP AI HLDGS INC | $23 | 0.00% | 9 | 7 | 350.0% | $18 | 重新持有 |
| — | OPTIMIZERX CORP | $23 | 0.00% | 4 | 4 | — | $23 | 新建仓 |
| NAVN | NAVAN INC | $23 | 0.00% | 1 | 1 | — | $23 | 新建仓 |
| — | SANARA MEDTECH INC | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| YELP | YELP INC | $25 | 0.00% | 1 | -6 | -85.7% | -$150 | 重新持有 |
| YSS | YORK SPACE SYSTEMS INC | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| — | 1 800 FLOWERS COM INC | $25 | 0.00% | 7 | 7 | — | $25 | 新建仓 |
| ALTG | ALTA EQUIPMENT GROUP INC | $26 | 0.00% | 4 | -26 | -86.7% | -$169 | 减仓 |
| — | BRC INC | $27 | 0.00% | 24 | 24 | — | $27 | 新建仓 |
| — | TUCOWS INC | $27 | 0.00% | 2 | 2 | — | $27 | 新建仓 |
| — | CROSS CTRY HEALTHCARE INC | $28 | 0.00% | 2 | 2 | — | $28 | 新建仓 |
| — | STRAWBERRY FIELDS REIT INC | $28 | 0.00% | 2 | 2 | — | $28 | 新建仓 |
| GLXY | GALAXY DIGITAL INC. | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| PLSE | PULSE BIOSCIENCES INC | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| LXEO | LEXEO THERAPEUTICS INC | $28 | 0.00% | 6 | 2 | 50.0% | $9 | 重新持有 |
| — | INMUNE BIO INC | $28 | 0.00% | 17 | 17 | — | $28 | 新建仓 |