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
INVX INNOVEX INTERNATIONAL INC $1000.00%4 4— $100 新建仓
FRPH FRP HLDGS INC $1000.00%4 2100.0% $50 重新持有
ORN ORION GROUP HLDGS INC $1010.00%6 6— $101 新建仓
— HUMACYTE INC $1030.00%130 130— $103 新建仓
ATEX ANTERIX INC $1030.00%1 1— $103 新建仓
IBTA IBOTTA INC $1030.00%3 3— $103 新建仓
AVIR ATEA PHARMACEUTICALS INC $1030.00%22 22— $103 新建仓
HVT HAVERTY FURNITURE COS INC $1040.00%4 00.0% — 重新持有
UPB UPSTREAM BIO INC $1050.00%15 15— $105 新建仓
LEGH LEGACY HOUSING CORP $1060.00%4 4— $106 新建仓
CABO CABLE ONE INC $1070.00%2 2— $107 新建仓
WTBA WEST BANCORPORATION INC $1070.00%4 4— $107 新建仓
GPRE GREEN PLAINS INC $1080.00%7 -9,993-99.9% -$15.42万 重新持有
— GREENLAND ENERGY CO $1100.00%50 50— $110 新建仓
CLOV CLOVER HEALTH INVESTMENTS CO $1110.00%21 21— $111 新建仓
— GAMESTOP CORP NEW $1120.00%40 00.0% — 不变
— ZEVIA PBC $1120.00%68 68— $112 新建仓
XRN CHIRON REAL ESTATE INC $1130.00%3 3— $113 新建仓
— TWO HARBORS INVENTMENT CORPO $1130.00%9 -1-10.0% -$13 重新持有
CMCL CALEDONIA MNG CORP $1160.00%6 6— $116 新建仓
IMVT IMMUNOVANT INC $1160.00%3 3— $116 新建仓
DC DAKOTA GOLD CORP $1160.00%27 27— $116 新建仓
NXH BED BATH & BEYOND INC $1160.00%20 20— $116 新建仓
— INVESTMENT MANAGERS SER TR $1170.00%10 10— $117 新建仓
OCFC OCEANFIRST FINL CORP $1180.00%6 6— $118 新建仓
— LEGGETT & PLATT INC $1180.00%10 -59-85.5% -$696 重新持有
UNTY UNITY BANCORP INC $1180.00%2 2— $118 新建仓
— HAIN CELESTIAL GROUP INC $1180.00%209 145226.6% $82 重新持有
ABX ABACUS GLOBAL MGMT INC $1180.00%11 11— $118 新建仓
EOLS EVOLUS INC $1190.00%17 -17-50.0% -$119 减仓
LOCO EL POLLO LOCO HLDGS INC $1190.00%7 7— $119 新建仓
— XORTX THERAPEUTICS INC $1200.00%55 -222-80.1% -$484 减仓
ABUS ARBUTUS BIOPHARMA CORP $1200.00%25 25— $120 新建仓
EWTX EDGEWISE THERAPEUTICS INC $1220.00%3 3— $122 新建仓
— ATAIBECKLEY INC $1220.00%23 23— $122 新建仓
ASIC ATEGRITY SPECIALTY IN CO HO $1220.00%5 5— $122 新建仓
— SILA REALTY TRUST INC $1220.00%4 4— $122 新建仓
MGTX MEIRAGTX HLDGS PLC $1220.00%9 9— $122 新建仓
— GBANK FINL HLDGS INC $1220.00%4 4— $122 新建仓
OLP ONE LIBERTY PPTYS INC $1230.00%5 5— $123 新建仓
CASK MGP INGREDIENTS INC NEW $1230.00%7 7— $123 新建仓
— THEMES ETF TR $1230.00%30 30— $123 新建仓
FC FRANKLIN COVEY CO $1240.00%5 5— $124 新建仓
PANL PANGAEA LOGISTICS SOLUTION L $1240.00%19 19— $124 新建仓
— CVRX INC $1250.00%24 24— $125 新建仓
ILPT INDUSTRIAL LOGISTICS PPTYS T $1250.00%14 14— $125 新建仓
DCTH DELCATH SYS INC $1260.00%10 10— $126 新建仓
PAHC PHIBRO ANIMAL HEALTH CORP $1260.00%4 4— $126 新建仓
WLTH WEALTHFRONT CORP $1260.00%14 14— $126 新建仓
ELMD ELECTROMED INC $1280.00%3 3— $128 新建仓
PRTH PRIORITY TECHNOLOGY HLDGS IN $1280.00%19 15.6% $7 重新持有
QS QUANTUMSCAPE CORP $1290.00%17 15750.0% $114 重新持有
MXL MAXLINEAR INC $1290.00%1 -19-95.0% -$2,451 重新持有
SABR SABRE CORP $1300.00%62 62— $130 新建仓
NRDS NERDWALLET INC $1300.00%14 14— $130 新建仓
TRC TEJON RANCH CO $1310.00%7 7— $131 新建仓
HLF HERBALIFE LTD $1320.00%10 466.7% $53 重新持有
— NORTHFIELD BANCORP INC DEL $1330.00%9 -3-25.0% -$44 重新持有
PKBK PARKE BANCORP INC $1330.00%4 3300.0% $100 重新持有
PACK RANPAK HOLDINGS CORP $1330.00%18 18— $133 新建仓
— APOGEE THERAPEUTICS INC $1330.00%1 1— $133 新建仓
SEG SEAPORT ENTMT GROUP INC $1340.00%5 5— $134 新建仓
WNC WABASH NATL CORP $1350.00%10 10— $135 新建仓
AORT ARTIVION INC $1350.00%6 6— $135 新建仓
— THERAVANCE BIOPHARMA INC $1360.00%8 8— $136 新建仓
RPD RAPID7 INC $1380.00%17 9112.5% $73 重新持有
AMRC AMERESCO INC $1380.00%5 5— $138 新建仓
AVBP ARRIVENT BIOPHARMA INC $1390.00%4 4— $139 新建仓
— SKYWATER TECHNOLOGY INC $1400.00%4 4— $140 新建仓
OSW ONESPAWORLD HOLDINGS LIMITED $1420.00%5 -499-99.0% -$1.42万 减仓
ONT ONTERRIS INC $1420.00%7 -4-36.4% -$81 重新持有
SSRM SSR MINING IN $1420.00%5 5— $142 新建仓
CGON CG ONCOLOGY INC $1430.00%2 2— $143 新建仓
CDNA CAREDX INC $1430.00%5 -1-16.7% -$29 重新持有
CAI CARIS LIFE SCIENCES INC $1430.00%8 8— $143 新建仓
TG TREDEGAR CORP $1440.00%18 18— $144 新建仓
PAL PROFICIENT AUTO LOGISTICS IN $1440.00%21 21— $144 新建仓
DNN DENISON MINES CORP $1440.00%47 47— $144 新建仓
ACH ACCENDRA HEALTH INC $1450.00%42 42— $145 新建仓
CAR AVIS BUDGET GROUP INC $1480.00%1 -9-90.0% -$1,332 减仓
— CHARGEPOINT HOLDINGS INC $1480.00%25 00.0% — 不变
IRON DISC MEDICINE INC $1480.00%2 2— $148 新建仓
RNA ATRIUM THERAPEUTICS INC $1490.00%11 11— $149 新建仓
BCAX BICARA THERAPEUTICS INC $1490.00%5 5— $149 新建仓
MBIN MERCHANTS BANCORP IND $1500.00%3 3— $150 新建仓
DGICA DONEGAL GROUP INC $1510.00%8 8— $151 新建仓
ABR ARBOR REALTY TRUST INC $1520.00%28 28— $152 新建仓
NTLA INTELLIA THERAPEUTICS INC $1530.00%9 9— $153 新建仓
LAND GLADSTONE LD CORP $1550.00%18 -37-67.3% -$319 重新持有
MLR MILLER INDS INC TENN $1550.00%3 3— $155 新建仓
RCUS ARCUS BIOSCIENCES INC $1550.00%5 5— $155 新建仓
PSIX POWER SOLUTIONS INTL INC $1560.00%4 00.0% — 不变
HGTY HAGERTY INC $1560.00%13 13— $156 新建仓
AVNW AVIAT NETWORKS INC $1560.00%7 7— $156 新建仓
BBCP CONCRETE PUMPING HLDGS INC $1570.00%13 13— $157 新建仓
ZYME ZYMEWORKS INC $1570.00%6 6— $157 新建仓
OPTU OPTIMUM COMMUNICATIONS INC $1570.00%108 108— $157 新建仓
— STELLAR BANCORP INC $1580.00%4 4— $158 新建仓
WMK WEIS MKTS INC $1580.00%2 2— $158 新建仓
ATNI ATN INTL INC $1590.00%6 6— $159 新建仓