13F 机构持仓

Clearstead Advisors, LLC

CLEVELAND OH · SEC CIK 0000842775

2026Q22026Q1 更早 9 个季度 🔒
$109.48亿2026Q1 申报市值
2,240持仓数
32.2%前十大占比 · 第一大 9.0%
156 / 158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 9.0%
PCAR 5.1%
MSFT 3.1%
AAPL 2.7%
IVV 2.6%
IDEV 2.3%
IWF 2.1%
VO 1.9%
AMZN 1.8%
DIHP 1.6%

2026Q1 买入最多 按季末市值估算

PCAR 加仓+$5.62亿
VOO 加仓+$2.90亿
IDEV 加仓+$2.55亿
MSFT 加仓+$2.15亿
DIHP 新建仓+$1.78亿

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$3,592.22万
USHY 减仓-$2,130.84万
VONG 减仓-$1,726.35万
BKNG 减仓-$1,619.20万
HYLB 减仓-$1,618.94万

2026Q1 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
ALRS ALERUS FINL CORP $00.00%0 —— — 申报中断
EQBK EQUITY BANCSHARES INC $00.00%0 -2-100.0% -$90 清仓
— FORGE GLOBAL HOLDINGS INC $00.00%0 -2-100.0% -$90 清仓
EGHT 8X8 INC NEW $00.00%0 —— — 申报中断
— OMEGA FLEX INC $00.00%0 —— — 申报中断
SHBI SHORE BANCSHARES INC $00.00%0 —— — 申报中断
WASH WASHINGTON TR BANCORP INC $00.00%0 —— — 申报中断
HRTG HERITAGE INSURANCE HLDGS INC $00.00%0 —— — 申报中断
NUS NU SKIN ENTERPRISES INC $00.00%0 -9-100.0% -$87 清仓
CAC CAMDEN NATL CORP $00.00%0 —— — 申报中断
CCBG CAPITAL CITY BK GROUP INC $00.00%0 -2-100.0% -$86 清仓
MATV MATIV HOLDINGS INC $00.00%0 —— — 申报中断
JOUT JOHNSON OUTDOORS INC $00.00%0 —— — 申报中断
VEL VELOCITY FINL INC $00.00%0 —— — 申报中断
AVPT AVEPOINT INC $00.00%0 —— — 申报中断
PGC PEAPACK-GLADSTONE FINL CORP $00.00%0 —— — 申报中断
CRSR CORSAIR GAMING INC $00.00%0 —— — 申报中断
SIG SIGNET JEWELERS LIMITED $00.00%0 —— — 申报中断
KNSA KINIKSA PHARMACEUTICALS INTL $00.00%0 -2-100.0% -$83 清仓
TLS TELOS CORP MD $00.00%0 —— — 申报中断
— KNIGHTSCOPE INC $00.00%0 -22-100.0% -$82 清仓
PSTL POSTAL REALTY TRUST INC $00.00%0 —— — 申报中断
MLAB MESA LABS INC $00.00%0 —— — 申报中断
ITGR INTEGER HLDGS CORP $00.00%0 —— — 申报中断
HLF HERBALIFE LTD $00.00%0 —— — 申报中断
SPFI SOUTH PLAINS FINANCIAL INC $00.00%0 —— — 申报中断
GPGI COMPOSECURE INC $00.00%0 -4-100.0% -$78 清仓
NATL NCR ATLEOS CORPORATION $00.00%0 —— — 申报中断
DOLE DOLE PLC $00.00%0 —— — 申报中断
— ENHABIT INC $00.00%0 -8-100.0% -$74 清仓
ADAM ADAMAS TRUST INC. $00.00%0 —— — 申报中断
THRM GENTHERM INC $00.00%0 —— — 申报中断
ASLE AERSALE CORPORATION $00.00%0 -10-100.0% -$72 清仓
MRBK MERIDIAN CORPORATION $00.00%0 -4-100.0% -$71 清仓
JBSS SANFILIPPO JOHN B & SON INC $00.00%0 —— — 申报中断
RBCAA REPUBLIC BANCORP INC KY $00.00%0 —— — 申报中断
— HAIN CELESTIAL GROUP INC $00.00%0 —— — 申报中断
FCBC FIRST CMNTY BANKSHARES INC V $00.00%0 —— — 申报中断
MDXG MIMEDX GROUP INC $00.00%0 —— — 申报中断
CWBC COMMUNITY WEST BANCSHARES NE $00.00%0 -3-100.0% -$68 清仓
BVS BIOVENTUS INC $00.00%0 —— — 申报中断
CHCT COMMUNITY HEALTHCARE TR INC $00.00%0 —— — 申报中断
IBCP INDEPENDENT BK CORP MICH $00.00%0 —— — 申报中断
UVSP UNIVEST FINANCIAL CORPORATIO $00.00%0 —— — 申报中断
CRI CARTERS INC $00.00%0 —— — 申报中断
PCB PCB BANCORP $00.00%0 -3-100.0% -$65 清仓
DEA EASTERLY GOVT PPTYS INC $00.00%0 —— — 申报中断
ARKO ARKO CORP $00.00%0 -14-100.0% -$64 清仓
IIIN INSTEEL INDS INC $00.00%0 —— — 申报中断
YORW YORK WTR CO $00.00%0 —— — 申报中断
FISI FINANCIAL INSTNS INC $00.00%0 —— — 申报中断
KROS KEROS THERAPEUTICS INC $00.00%0 —— — 申报中断
PBH PRESTIGE CONSMR HEALTHCARE I $00.00%0 —— — 申报中断
CCS CENTURY CMNTYS INC $00.00%0 —— — 申报中断
INVA INNOVIVA INC $00.00%0 -3-100.0% -$60 清仓
XMTR XOMETRY INC $00.00%0 —— — 申报中断
IVR INVESCO MORTGAGE CAPITAL INC $00.00%0 —— — 申报中断
ZIP ZIPRECRUITER INC $00.00%0 —— — 申报中断
VAC MARRIOTT VACATIONS WORLDWIDE $00.00%0 —— — 申报中断
NRC NATIONAL RESH CORP $00.00%0 —— — 申报中断
FBIZ FIRST BUSINESS FINL SVCS INC $00.00%0 —— — 申报中断
GOOD GLADSTONE COMMERCIAL CORP $00.00%0 —— — 申报中断
GTN GRAY MEDIA INC $00.00%0 -11-100.0% -$54 清仓
MPTI M-TRON INDS INC $00.00%0 -1-100.0% -$54 清仓
ZUMZ ZUMIEZ INC $00.00%0 -2-100.0% -$53 清仓
— NAVIENT CORPORATION $00.00%0 —— — 申报中断
RPAY REPAY HLDGS CORP $00.00%0 -14-100.0% -$52 清仓
SFST SOUTHERN FIRST BANCSHARES $00.00%0 —— — 申报中断
— TWIN HOSPITALITY GROUP INC $00.00%0 -76-100.0% -$51 清仓
RCKT ROCKET PHARMACEUTICALS INC $00.00%0 —— — 申报中断
OBE OBSIDIAN ENERGY LTD $00.00%0 -8-100.0% -$50 清仓
WSBF WATERSTONE FINL INC MD $00.00%0 -3-100.0% -$50 清仓
SLVM SYLVAMO CORP $00.00%0 —— — 申报中断
— ASCENT INDUSTRIES CO $00.00%0 —— — 申报中断
HFWA HERITAGE FINL CORP WASH $00.00%0 —— — 申报中断
BLBD BLUE BIRD CORP $00.00%0 —— — 申报中断
CXM SPRINKLR INC $00.00%0 —— — 申报中断
UHAL/B U HAUL HOLDING COMPANY $00.00%0 —— — 申报中断
NECB NORTHEAST CMNTY BANCORP INC $00.00%0 —— — 申报中断
FRPH FRP HLDGS INC $00.00%0 —— — 申报中断
CIVB CIVISTA BANCSHARES INC $00.00%0 -2-100.0% -$45 清仓
CEVA CEVA INC $00.00%0 —— — 申报中断
MITK MITEK SYS INC $00.00%0 —— — 申报中断
MSBI MIDLAND STATES BANCORP INC $00.00%0 -2-100.0% -$43 清仓
HTB HOMETRUST BANCSHARES INC $00.00%0 —— — 申报中断
CGEM CULLINAN THERAPEUTICS INC $00.00%0 —— — 申报中断
— ATOSSA THERAPEUTICS INC $00.00%0 -70-100.0% -$42 清仓
NSSC NAPCO SEC TECHNOLOGIES INC $00.00%0 -1-100.0% -$42 清仓
CZNC CITIZENS & NORTHN CORP $00.00%0 -2-100.0% -$41 清仓
— BCB BANCORP INC $00.00%0 -5-100.0% -$41 清仓
XPRO EXPRO GROUP HOLDINGS NV $00.00%0 -3-100.0% -$41 清仓
LXEO LEXEO THERAPEUTICS INC $00.00%0 —— — 申报中断
PLGO FIDELIS INSURANCE HOLDINGS L $00.00%0 —— — 申报中断
ANGI ANGI INC $00.00%0 —— — 申报中断
— RE MAX HLDGS INC $00.00%0 -5-100.0% -$38 清仓
FSUN FIRSTSUN CAP BANCORP $00.00%0 —— — 申报中断
FLOC FLOWCO HLDGS INC $00.00%0 —— — 申报中断
ZBIO ZENAS BIOPHARMA INC $00.00%0 -1-100.0% -$37 清仓
OOMA OOMA INC $00.00%0 -3-100.0% -$36 清仓
PRAA PRA GROUP INC $00.00%0 —— — 申报中断