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
— AUDIOEYE INC $2330.00%40 40— $233 新建仓
SEDG SOLAREDGE TECHNOLOGIES INC $2340.00%4 4— $234 新建仓
LBRT LIBERTY ENERGY INC $2360.00%9 9— $236 新建仓
BLKB BLACKBAUD INC $2370.00%8 -7-46.7% -$207 减仓
— EXZEO GROUP INC $2370.00%14 14— $237 新建仓
FRPT FRESHPET INC $2370.00%4 -44-91.7% -$2,607 重新持有
— DIGITALBRIDGE GROUP INC $2380.00%15 15— $238 新建仓
WLDN WILLDAN GROUP INC $2390.00%3 2200.0% $159 加仓
ALHC ALIGNMENT HEALTHCARE INC $2390.00%10 -12-54.5% -$287 重新持有
AGNT AGNT INC $2390.00%44 44— $239 新建仓
LB LANDBRIDGE COMPANY LLC $2390.00%3 3— $239 新建仓
RES RPC INC $2400.00%41 41— $240 新建仓
LXRX LEXICON PHARMACEUTICALS INC $2400.00%100 100— $240 新建仓
SWBI SMITH & WESSON BRANDS INC $2420.00%16 -13-44.8% -$197 重新持有
ADAM ADAMAS TRUST INC. $2440.00%26 16160.0% $150 重新持有
PRLB PROTO LABS INC $2450.00%3 150.0% $82 重新持有
DAN DANA INC $2450.00%9 9— $245 新建仓
HCC WARRIOR MET COAL INC $2450.00%3 -12-80.0% -$980 重新持有
AROW ARROW FINL CORP $2460.00%6 5500.0% $205 重新持有
DNOW DNOW INC $2470.00%19 -2,408-99.2% -$3.13万 重新持有
RELY REMITLY GLOBAL INC $2470.00%11 -61-84.7% -$1,370 重新持有
SBSI SOUTHSIDE BANCSHARES INC $2470.00%7 7— $247 新建仓
— ANAVEX LIFE SCIENCES CORP $2470.00%95 -386-80.2% -$1,004 重新持有
INGM INGRAM MICRO HLDG CORP $2470.00%9 -6-40.0% -$165 重新持有
TRUP TRUPANION INC $2480.00%10 10— $248 新建仓
ANIP ANI PHARMACEUTICALS INC $2490.00%3 3— $249 新建仓
TPC TUTOR PERINI CORP $2490.00%3 -13-81.2% -$1,079 重新持有
NPK NATIONAL PRESTO INDS INC $2500.00%2 2— $250 新建仓
DEC DIVERSIFIED ENERGY CO $2500.00%18 18— $250 新建仓
KRRO KORRO BIO INC $2520.00%19 19— $252 新建仓
ALEC ALECTOR INC $2520.00%125 125— $252 新建仓
ACEL ACCEL ENTERTAINMENT INC $2530.00%20 20— $253 新建仓
DJD INVESCO EXCHANGE TRADED FD T $2540.00%4 00.0% — 不变
COLL COLLEGIUM PHARMACEUTICAL INC $2540.00%7 7— $254 新建仓
SAH SONIC AUTOMOTIVE INC $2550.00%3 3— $255 新建仓
MBI MBIA INC $2550.00%39 39— $255 新建仓
AZTA AZENTA INC $2560.00%10 10— $256 新建仓
EGBN EAGLE BANCORPORATION INC $2560.00%9 228.6% $57 重新持有
FLOC FLOWCO HLDGS INC $2570.00%12 10500.0% $214 重新持有
CASS CASS INFORMATION SYS INC $2570.00%5 5— $257 新建仓
FWRG FIRST WATCH RESTAURANT GROUP $2580.00%20 20— $258 新建仓
PNTG PENNANT GROUP INC $2590.00%7 7— $259 新建仓
MAGN MAGNERA CORP $2590.00%22 22— $259 新建仓
FRHC FREEDOM HOLDING CORP $2610.00%2 2— $261 新建仓
PD PAGERDUTY INC $2610.00%27 27— $261 新建仓
CTS CTS CORP $2610.00%4 4— $261 新建仓
CLDX CELLDEX THERAPEUTICS INC NEW $2610.00%7 7— $261 新建仓
BULL WEBULL CORP $2610.00%40 40— $261 新建仓
NX QUANEX BLDG PRODS CORP $2620.00%14 14— $262 新建仓
NATL NCR ATLEOS CORPORATION $2620.00%6 4200.0% $175 重新持有
VERX VERTEX INC $2650.00%23 23— $265 新建仓
CRCT CRICUT INC $2650.00%60 1533.3% $66 重新持有
UFPT UFP TECHNOLOGIES INC $2660.00%1 1— $266 新建仓
FCBC FIRST CMNTY BANKSHARES INC V $2670.00%6 4200.0% $178 重新持有
SATL SATELLOGIC INC $2690.00%47 47— $269 新建仓
BETA BETA TECHNOLOGIES INC $2690.00%16 16— $269 新建仓
LAC LITHIUM AMERS CORP NEW $2700.00%70 2040.0% $77 加仓
WTI W & T OFFSHORE INC $2710.00%86 86— $271 新建仓
CGEM CULLINAN THERAPEUTICS INC $2750.00%15 11275.0% $202 重新持有
SD SANDRIDGE ENERGY INC $2750.00%20 753.8% $96 重新持有
WGS GENEDX HOLDINGS CORP $2760.00%4 2100.0% $138 加仓
MQ MARQETA INC $2770.00%68 68— $277 新建仓
BTU PEABODY ENGR CORP $2780.00%12 12— $278 新建仓
TRNS TRANSCAT INC $2790.00%3 3— $279 新建仓
TK TEEKAY CORPORATION LTD $2800.00%28 28— $280 新建仓
CBNK CAPITAL BANCORP INC MD $2820.00%8 8— $282 新建仓
— SERVICE PPTYS TR $2830.00%167 167— $283 新建仓
SAFE SAFEHOLD INC $2830.00%18 18— $283 新建仓
APPS DIGITAL TURBINE INC $2840.00%22 22— $284 新建仓
HWKN HAWKINS INC $2850.00%2 2— $285 新建仓
FOR FORESTAR GROUP INC $2850.00%9 9— $285 新建仓
HOV HOVNANIAN ENTERPRISES INC $2860.00%2 2— $286 新建仓
PRKS UNITED PARKS & RESORTS INC $2870.00%6 6— $287 新建仓
MCBS METROCITY BANKSHARES INC $2880.00%8 8— $288 新建仓
SPCE VIRGIN GALACTIC HOLDINGS INC $2890.00%100 100— $289 新建仓
GO GROCERY OUTLET HLDG CORP $2900.00%29 29— $290 新建仓
GSHD GOOSEHEAD INS INC $2910.00%6 6— $291 新建仓
GFF GRIFFON CORP $2930.00%3 -684-99.6% -$6.68万 重新持有
— TIDAL TRUST II $2960.00%10 00.0% — 不变
GRNT GRANITE RIDGE RESOURCES INC $2960.00%67 2663.4% $115 重新持有
ARRY ARRAY TECHNOLOGIES INC $2970.00%40 40— $297 新建仓
BFS SAUL CTRS INC $3000.00%8 8— $300 新建仓
CZR CAESARS ENTERTAINMENT INC NE $3020.00%10 -25-71.4% -$755 重新持有
WS WORTHINGTON STL INC $3030.00%9 9— $303 新建仓
UIS UNISYS CORP $3050.00%83 828,200.0% $301 重新持有
CYH COMMUNITY HEALTH SYS INC NEW $3050.00%91 91— $305 新建仓
TXG 10X GENOMICS INC $3070.00%8 -179-95.7% -$6,869 重新持有
HIFS HINGHAM INSTN SVGS MASS $3080.00%1 1— $308 新建仓
IRWD IRONWOOD PHARMACEUTICALS INC $3080.00%73 3278.0% $135 重新持有
— LIBERTY CAP CORP $3080.00%14 14— $308 新建仓
RMR RMR GROUP INC $3090.00%15 15— $309 新建仓
BBAI BIGBEAR AI HLDGS INC $3090.00%84 84— $309 新建仓
CVLG COVENANT LOGISTICS GROUP INC $3100.00%7 7— $310 新建仓
TRTX TPG RE FIN TR INC $3110.00%37 37— $311 新建仓
RIGL RIGEL PHARMACEUTICALS INC $3140.00%8 -298-97.4% -$1.17万 重新持有
LGND LIGAND PHARMACEUTICALS INC $3170.00%1 1— $317 新建仓
MTUS METALLUS INC $3180.00%17 17— $318 新建仓
ULCC FRONTIER GROUP HLDGS INC $3180.00%40 40— $318 新建仓
HBT HBT FINL INC. $3200.00%10 9900.0% $288 重新持有
APPF APPFOLIO INC $3210.00%2 -146-98.6% -$2.34万 减仓