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
— MINK THERAPEUTICS INC $1640.00%14 00.0% — 不变
ATRO ASTRONICS CORP $1640.00%2 -5-71.4% -$410 重新持有
BOC BOSTON OMAHA CORP $1640.00%12 12— $164 新建仓
VIA VIA TRANSN INC $1640.00%9 9— $164 新建仓
FRST PRIMIS FINANCIAL CORP $1640.00%10 8400.0% $131 重新持有
AURA AURA BIOSCIENCES INC $1650.00%23 23— $165 新建仓
CXM SPRINKLR INC $1660.00%32 26433.3% $135 重新持有
ROOT ROOT INC $1680.00%3 -224-98.7% -$1.25万 减仓
ACTG ACACIA RESH CORP $1680.00%36 36— $168 新建仓
MRVI MARAVAI LIFESCIENCES HLDGS I $1690.00%27 27— $169 新建仓
AMPL AMPLITUDE INC $1690.00%22 -25-53.2% -$192 重新持有
— FRANKLIN TEMPLETON DIGITAL H $1700.00%5 00.0% — 不变
PAY PAYMENTUS HOLDINGS INC $1700.00%7 7— $170 新建仓
NEOG NEOGEN CORP $1710.00%19 -181-90.5% -$1,629 减仓
SPSC SPS COMM INC $1720.00%3 3— $172 新建仓
EYE NATIONAL VISION HLDGS INC $1720.00%9 228.6% $38 重新持有
NGS NATURAL GAS SVCS GROUP INC $1730.00%4 4— $173 新建仓
CYRX CRYOPORT INC $1730.00%11 11— $173 新建仓
EGY VAALCO ENERGY INC $1730.00%34 -22,137-99.8% -$11.26万 重新持有
PACB PACIFIC BIOSCIENCES CALIF IN $1750.00%104 104— $175 新建仓
WEN WENDYS CO $1760.00%21 00.0% — 不变
AEBI AEBI SCHMIDT HLDG AG $1760.00%14 14— $176 新建仓
BWMN BOWMAN CONSULTING GROUP LTD $1760.00%6 6— $176 新建仓
LYFT LYFT INC $1760.00%12 -17,779-99.9% -$26.08万 重新持有
GSM FERROGLOBE PLC $1760.00%55 55— $176 新建仓
GLRE GREENLIGHT CAP RE LTD $1780.00%11 11— $178 新建仓
FBRT FRANKLIN BSP RLTY TR INC $1800.00%22 22— $180 新建仓
DIN DINE BRANDS GLOBAL INC $1800.00%5 5— $180 新建仓
BYLD ISHARES TR $1810.00%8 00.0% — 不变
SWIM LATHAM GROUP INC $1830.00%28 261,300.0% $170 重新持有
RC READY CAPITAL CORP $1840.00%105 105— $184 新建仓
SFST SOUTHERN FIRST BANCSHARES $1850.00%3 2200.0% $123 重新持有
ARQT ARCUTIS BIOTHERAPEUTICS INC $1850.00%7 -13-65.0% -$344 重新持有
SBGI SINCLAIR INC $1860.00%13 11550.0% $157 重新持有
AHCO ADAPTHEALTH CORP $1880.00%18 18— $188 新建仓
— 374WATER INC $1900.00%100 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC $1900.00%24 17242.9% $135 重新持有
TROX TRONOX HOLDINGS PLC $1900.00%30 30— $190 新建仓
BHF BRIGHTHOUSE FINL INC $1910.00%3 -176-98.3% -$1.12万 重新持有
EBF ENNIS INC $1920.00%9 -93-91.2% -$1,984 重新持有
RNGR RANGER ENERGY SVCS INC $1940.00%12 00.0% — 重新持有
CBLL CERIBELL INC $1950.00%10 10— $195 新建仓
VOYG VOYAGER TECHNOLOGIES INC $1950.00%6 6— $195 新建仓
NECB NORTHEAST CMNTY BANCORP INC $1950.00%7 5250.0% $139 重新持有
AKTS AKTIS ONCOLOGY INC $1950.00%6 6— $195 新建仓
RNG RINGCENTRAL INC $1950.00%5 -105-95.5% -$4,095 重新持有
CLNE CLEAN ENERGY FUELS CORP $1970.00%96 76380.0% $156 加仓
BL BLACKLINE INC $1970.00%7 7— $197 新建仓
RYZ RYERSON HLDG CORP $1970.00%8 233.3% $49 重新持有
CDZI CADIZ INC $1970.00%47 47— $197 新建仓
FULC FULCRUM THERAPEUTICS INC $1980.00%54 54— $198 新建仓
— CLEAR CHANNEL OUTDOOR HLDGS $1990.00%82 82— $199 新建仓
XPEL XPEL INC $1990.00%4 4— $199 新建仓
KRNY KEARNY FINL CORP MD $2000.00%21 -9-30.0% -$86 重新持有
GSY INVESCO ACTIVELY MANAGED EXC $2010.00%4 00.0% — 不变
GIC GLOBAL INDUSTRIAL COMPANY $2010.00%6 6— $201 新建仓
ARLO ARLO TECHNOLOGIES INC $2030.00%15 666.7% $81 重新持有
— SELECTQUOTE INC $2030.00%240 2241,400.0% $189 重新持有
— TREACE MED CONCEPTS INC $2040.00%51 51— $204 新建仓
FOXF FOX FACTORY HLDG CORP $2040.00%12 12— $204 新建仓
— OUTSET MED INC $2040.00%47 47— $204 新建仓
BBNX BETA BIONICS INC $2040.00%13 13— $204 新建仓
BANC BANC OF CALIFORNIA INC $2060.00%10 10— $206 新建仓
TMC TMC THE METALS COMPANY INC $2090.00%47 -1-2.1% -$4 减仓
CTKB CYTEK BIOSCIENCES INC $2090.00%47 2395.8% $102 重新持有
FVCB FVCBANKCORP INC $2100.00%12 12— $210 新建仓
ASC ARDMORE SHIPPING CORP $2120.00%15 15— $212 新建仓
VLGEA VILLAGE SUPER MKT INC $2120.00%5 5— $212 新建仓
GDRX GOODRX HLDGS INC $2140.00%74 64640.0% $185 重新持有
VTEX VTEX $2160.00%54 54— $216 新建仓
NKTX NKARTA INC $2160.00%76 76— $216 新建仓
ALKT ALKAMI TECHNOLOGY INC $2180.00%12 -5,244-99.8% -$9.53万 重新持有
SNDX SYNDAX PHARMACEUTICALS INC $2190.00%10 -25-71.4% -$548 重新持有
CENT CENTRAL GARDEN & PET CO $2220.00%5 5— $222 新建仓
CLB CORE LABORATORIES INC $2220.00%19 19— $222 新建仓
DCH DAUCH CORP $2230.00%41 -2,259-98.2% -$1.23万 减仓
YOU CLEAR SECURE INC $2230.00%4 -5-55.6% -$279 重新持有
DNUT KRISPY KREME INC $2240.00%63 63— $224 新建仓
— CRINETICS PHARMACEUTICALS IN $2250.00%6 6— $225 新建仓
PARR PAR PAC HOLDINGS INC $2250.00%4 4— $225 新建仓
KOP KOPPERS HOLDINGS INC $2250.00%5 5— $225 新建仓
— AARDVARK THERAPEUTICS INC $2260.00%39 39— $226 新建仓
HIPO HIPPO HLDGS INC $2270.00%8 8— $227 新建仓
KMTS KESTRA MED TECHNOLOGIES LTD $2290.00%9 9— $229 新建仓
PCRX PACIRA BIOSCIENCES INC $2290.00%9 9— $229 新建仓
WLFC WILLIS LEASE FIN CORP $2290.00%1 1— $229 新建仓
VSEC VSE CORP $2290.00%1 1— $229 新建仓
IBP INSTALLED BLDG PRODS INC $2300.00%1 -127-99.2% -$2.92万 重新持有
KYMR KYMERA THERAPEUTICS INC $2300.00%2 2— $230 新建仓
UNIT UNITI GROUP LLC $2300.00%20 20— $230 新建仓
AMCX AMC GLOBAL MEDIA INC $2300.00%23 23— $230 新建仓
— TIDAL TRUST II $2310.00%31 00.0% — 不变
EWU ISHARES TR $2310.00%5 00.0% — 不变
FWRD FORWARD AIR CORP $2310.00%17 17— $231 新建仓
AEVA AEVA TECHNOLOGIES INC $2310.00%8 8— $231 新建仓
KIDS ORTHOPEDIATRICS CORP $2310.00%12 12— $231 新建仓
WWW WOLVERINE WORLD WIDE INC $2320.00%14 -1,588-99.1% -$2.63万 重新持有
— SILVERCREST ASSET MGMT GROUP $2330.00%23 -10,592-99.8% -$10.73万 减仓
— INOGEN INC $2330.00%36 828.6% $52 加仓
CCB COASTAL FINL CORP WA $2330.00%3 3— $233 新建仓