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
CNO CNO FINL GROUP INC $1.57万0.00%308 2831,132.0% $1.44万 加仓
RCAT RED CAT HLDGS INC $1.60万0.00%1,501 10.1% $11 加仓
— TELOMIR PHARMACEUTICALS INC $1.60万0.00%12,530 00.0% — 不变
PJAN INNOVATOR ETFS TRUST $1.61万0.00%326 00.0% — 不变
HYD VANECK ETF TRUST $1.62万0.00%314 10651.0% $5,460 重新持有
GFL GFL ENVIRONMENTAL INC $1.62万0.00%440 440— $1.62万 新建仓
OLN OLIN CORP $1.63万0.00%823 8034,015.0% $1.59万 重新持有
POCT INNOVATOR ETFS TRUST $1.64万0.00%353 00.0% — 不变
GOLF ACUSHNET HLDGS CORP $1.65万0.00%139 10.7% $119 加仓
HLI HOULIHAN LOKEY INC $1.65万0.00%123 62101.6% $8,317 加仓
GMED GLOBUS MED INC $1.65万0.00%209 108106.9% $8,534 加仓
CSGP COSTAR GROUP INC $1.66万0.00%586 -1,377-70.1% -$3.90万 减仓
TNL TRAVEL PLUS LEISURE CO $1.67万0.00%218 198990.0% $1.51万 加仓
PLOW DOUGLAS DYNAMICS INC $1.68万0.00%311 113.7% $593 加仓
AS AMER SPORTS INC $1.68万0.00%497 4885,422.2% $1.65万 重新持有
GRAB GRAB HOLDINGS LIMITED $1.68万0.00%4,464 4,3022,655.6% $1.62万 加仓
LMND LEMONADE INC $1.70万0.00%261 104.0% $651 加仓
SUI SUN CMNTYS INC $1.70万0.00%142 106294.4% $1.27万 重新持有
ONTO ONTO INNOVATION INC $1.70万0.00%45 32246.2% $1.21万 加仓
HE HAWAIIAN ELEC INDS INC MTN B $1.70万0.00%1,260 605.0% $812 加仓
FSS FEDERAL SIGNAL CORP $1.71万0.00%133 74125.4% $9,509 重新持有
IAT ISHARES TR $1.71万0.00%275 00.0% — 不变
SNAP SNAP INC $1.72万0.00%3,873 2,292145.0% $1.02万 加仓
— JANUS HENDERSON GROUP PLC $1.72万0.00%332 297848.6% $1.54万 加仓
PHIN PHINIA INC $1.75万0.00%212 172430.0% $1.42万 加仓
DEM WISDOMTREE TR $1.75万0.00%325 12562.5% $6,724 加仓
GMAB GENMAB A/S $1.76万0.00%642 29987.2% $8,214 加仓
FLR FLUOR CORP $1.77万0.00%337 258.0% $1,309 加仓
MATX MATSON INC $1.77万0.00%92 2946.0% $5,575 加仓
CVCO CAVCO INDS INC DEL $1.78万0.00%29 -94-76.4% -$5.78万 重新持有
WERN WERNER ENTERPRISES INC $1.78万0.00%409 409— $1.78万 新建仓
SFD SMITHFIELD FOODS INC $1.79万0.00%738 73773,700.0% $1.79万 重新持有
BTSG BRIGHTSPRING HEALTH SVCS INC $1.79万0.00%257 157157.0% $1.09万 重新持有
AN AUTONATION INC $1.80万0.00%97 86781.8% $1.60万 加仓
— TECHTARGET INC $1.81万0.00%5,029 240.5% $86 加仓
ONIT ONITY GROUP INC $1.81万0.00%456 20.4% $80 加仓
POR PORTLAND GEN ELEC CO $1.81万0.00%350 3251,300.0% $1.68万 加仓
FFIN FIRST FINL BANKSHARES INC $1.82万0.00%525 4901,400.0% $1.70万 加仓
CHDN CHURCHILL DOWNS INC $1.82万0.00%203 127167.1% $1.14万 加仓
DSGX DESCARTES SYS GROUP INC $1.83万0.00%264 -783-74.8% -$5.42万 重新持有
— GRAYSCALE COINDESK CRYPTO $1.83万0.00%695 00.0% — 不变
FSLY FASTLY INC $1.85万0.00%1,005 99611,066.7% $1.83万 重新持有
PRIM PRIMORIS SVCS CORP $1.85万0.00%187 8379.8% $8,213 加仓
NXST NEXSTAR MEDIA GROUP INC $1.86万0.00%104 4165.1% $7,322 加仓
MARA MARA HOLDINGS INC $1.89万0.00%1,358 14411.9% $2,000 加仓
DINO HF SINCLAIR CORP $1.89万0.00%271 -4,341-94.1% -$30.24万 减仓
HTGC HERCULES CAPITAL INC $1.89万0.00%1,200 00.0% — 不变
FER FERROVIAL NV $1.89万0.00%276 276— $1.89万 新建仓
PAG PENSKE AUTOMOTIVE GRP INC $1.90万0.00%106 1617.8% $2,863 加仓
IYT ISHARES TR $1.91万0.00%220 00.0% — 不变
TW TRADEWEB MKTS INC $1.91万0.00%192 -1,627-89.4% -$16.21万 减仓
VIRT VIRTU FINL INC $1.92万0.00%322 3123,120.0% $1.86万 加仓
VSTS VESTIS CORPORATION $1.93万0.00%1,329 90.7% $131 加仓
— SIMPLIFY EXCHANGE TRADED FUN $1.93万0.00%1,206 -264-18.0% -$4,235 减仓
QLD PROSHARES TR 看跌期权 $1.94万0.00%200 200— $1.94万 新建仓
IOT SAMSARA INC $1.95万0.00%600 -13,542-95.8% -$43.92万 减仓
DUOL DUOLINGO INC $1.96万0.00%170 1601,600.0% $1.84万 加仓
BRW SABA CAPITAL INCOME & OPRNT $1.97万0.00%3,000 00.0% — 不变
FSCO FS CREDIT OPPORTUNITIES CORP $1.99万0.00%3,987 00.0% — 不变
TREX TREX INC $1.99万0.00%398 264197.0% $1.32万 加仓
RGLD ROYAL GOLD INC $2.00万0.00%100 2025.0% $3,992 加仓
PFGC PERFORMANCE FOOD GROUP CO $2.00万0.00%179 128251.0% $1.43万 加仓
MEOH METHANEX CORP $2.00万0.00%434 -1,350-75.7% -$6.23万 重新持有
SVM SILVERCORP METALS INC $2.02万0.00%2,000 00.0% — 不变
CVLT COMMVAULT SYS INC $2.03万0.00%143 1331,330.0% $1.89万 加仓
TDC TERADATA CORP DEL $2.03万0.00%586 5541,731.2% $1.92万 重新持有
AXS AXIS CAP HLDGS LTD $2.03万0.00%189 -2,006-91.4% -$21.55万 减仓
FXI ISHARES TR $2.03万0.00%644 00.0% — 不变
— ISHARES TR $2.04万0.00%386 386— $2.04万 新建仓
KOF COCA-COLA FEMSA SAB DE CV $2.04万0.00%192 192— $2.04万 新建仓
FBCG FIDELITY COVINGTON TRUST $2.04万0.00%329 329— $2.04万 新建仓
PRK PARK NATL CORP $2.05万0.00%112 76.7% $1,281 加仓
OGS ONE GAS INC $2.06万0.00%267 2521,680.0% $1.94万 加仓
DRS LEONARDO DRS INC $2.06万0.00%483 413590.0% $1.76万 重新持有
CLH CLEAN HARBORS INC $2.06万0.00%69 1732.7% $5,079 加仓
THD ISHARES INC $2.08万0.00%287 287— $2.08万 新建仓
OR OR ROYALTIES INC. $2.09万0.00%662 662— $2.09万 新建仓
FFSM FIDELITY COVINGTON TRUST $2.11万0.00%551 551— $2.11万 新建仓
KD KYNDRYL HLDGS INC $2.11万0.00%1,862 51338.0% $5,802 加仓
CELH CELSIUS HLDGS INC $2.12万0.00%723 599483.1% $1.75万 加仓
EQNR EQUINOR ASA $2.12万0.00%676 676— $2.12万 新建仓
— HAMILTON BEACH BRANDS HLDG C $2.12万0.00%922 00.0% — 不变
SITE SITEONE LANDSCAPE SUPPLY INC $2.13万0.00%186 152447.1% $1.74万 重新持有
OKLO OKLO INC $2.13万0.00%407 355682.7% $1.86万 加仓
TKC TURKCELL ILETISIM $2.14万0.00%3,633 3,633— $2.14万 新建仓
LUNR INTUITIVE MACHINES INC $2.14万0.00%1,002 20.2% $43 加仓
HOMB HOME BANCSHARES INC $2.15万0.00%753 7031,406.0% $2.01万 加仓
FHB FIRST HAWAIIAN INC $2.23万0.00%761 647567.5% $1.90万 重新持有
STXF EA SERIES TRUST $2.24万0.00%463 10.2% $48 加仓
TOL TOLL BROTHERS INC $2.24万0.00%136 -1,624-92.3% -$26.74万 减仓
VCLT VANGUARD SCOTTSDALE FDS $2.24万0.00%298 41.4% $301 加仓
BITQ BITWISE FUNDS TRUST $2.24万0.00%915 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $2.24万0.00%283 -204-41.9% -$1.62万 减仓
CWT CALIFORNIA WTR SVC GROUP $2.26万0.00%464 464— $2.26万 新建仓
— VIRCO MFG CO $2.27万0.00%3,700 3,700— $2.27万 新建仓
LBTYA LIBERTY GLOBAL LTD 看涨期权 $2.27万0.00%2,000 2,000— $2.27万 新建仓
GLNG GOLAR LNG LTD $2.29万0.00%460 173.8% $847 加仓
KRC KILROY REALTY CORP $2.30万0.00%613 5831,943.3% $2.18万 加仓
REAL THE REALREAL INC $2.31万0.00%1,958 22813.2% $2,688 加仓
EXEL EXELIXIS INC $2.32万0.00%426 -5,957-93.3% -$32.41万 减仓