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
PSTL POSTAL REALTY TRUST INC $3210.00%13 8160.0% $198 重新持有
LOAR LOAR HOLDINGS INC $3230.00%4 -68-94.4% -$5,491 重新持有
TALO TALOS ENERGY INC $3230.00%25 25— $323 新建仓
LUMN LUMEN TECHNOLOGIES INC $3240.00%42 -1,205-96.6% -$9,296 重新持有
GEO GEO GROUP INC $3260.00%11 11— $326 新建仓
— MICROVAST HOLDINGS INC $3270.00%279 2692,690.0% $315 加仓
— ALIGHT INC $3270.00%583 583— $327 新建仓
HSTM HEALTHSTREAM INC $3280.00%12 12— $328 新建仓
OIS OIL STS INTL INC $3300.00%41 -5-10.9% -$40 重新持有
DYN DYNE THERAPEUTICS INC $3340.00%15 15— $334 新建仓
UUUU ENERGY FUELS INC $3340.00%23 23— $334 新建仓
TDAY USA TODAY CO INC $3350.00%39 39— $335 新建仓
DLX DELUXE CORP MEDIUM TERM NTS $3350.00%14 440.0% $96 重新持有
PDM PIEDMONT REALTY TRUST INC $3390.00%37 37— $339 新建仓
TBLA TABOOLA.COM LTD $3400.00%68 68— $340 新建仓
USPH U S PHYSICAL THERAPY $3440.00%5 5— $344 新建仓
AMPH AMPHASTAR PHARMACEUTICALS IN $3440.00%17 17— $344 新建仓
CPF CENTRAL PAC FINL CORP $3440.00%9 9— $344 新建仓
SEZL SEZZLE INC $3440.00%2 2— $344 新建仓
CIM CHIMERA INVT CORP $3470.00%26 -3-10.3% -$40 重新持有
— ARQ INC $3470.00%136 1346,700.0% $342 重新持有
CHCT COMMUNITY HEALTHCARE TR INC $3480.00%19 15375.0% $275 重新持有
SLDE SLIDE INS HLDGS INC $3490.00%18 18— $349 新建仓
MDLN MEDLINE INC $3550.00%9 9— $355 新建仓
BBSI BARRETT BUSINESS SVCS INC $3570.00%10 10— $357 新建仓
ROAD CONSTRUCTION PARTNERS INC $3570.00%3 3— $357 新建仓
SXI STANDEX INTL CORP $3580.00%1 1— $358 新建仓
ELDN ELEDON PHARMACEUTICALS INC $3630.00%92 -408-81.6% -$1,610 减仓
CRGY CRESCENT ENERGY COMPANY $3640.00%37 23164.3% $226 重新持有
TIGO MILLICOM INTL CELLULAR S A $3640.00%4 -60-93.8% -$5,460 重新持有
CXW CORECIVIC INC $3650.00%12 111,100.0% $335 重新持有
COTY COTY INC $3660.00%169 5953.6% $128 加仓
— RCI HOSPITALITY HLDGS INC $3690.00%13 218.2% $57 加仓
SXT SENSIENT TECHNOLOGIES CORP $3700.00%3 -6-66.7% -$740 重新持有
ARCT ARCTURUS THERAPEUTICS HLDGS $3700.00%55 55— $370 新建仓
SGRY SURGERY PARTNERS INC $3700.00%22 22— $370 新建仓
NEXT NEXTDECADE CORP $3710.00%49 49— $371 新建仓
DCO DUCOMMUN INC DEL $3710.00%2 2— $371 新建仓
BKD BROOKDALE SR LIVING INC $3710.00%23 23— $371 新建仓
— SUPERNUS PHARMACEUTICALS $3730.00%8 8— $373 新建仓
KN KNOWLES CORP $3740.00%9 9— $374 新建仓
EPC EDGEWELL PERSONAL CARE CO $3770.00%14 14— $377 新建仓
TARS TARSUS PHARMACEUTICALS INC $3780.00%6 6— $378 新建仓
KLC KINDERCARE LEARNING COMPANIE $3790.00%89 89— $379 新建仓
ACMR ACM RESH INC $3810.00%3 3— $381 新建仓
LMAT LEMAITRE VASCULAR INC $3840.00%4 4— $384 新建仓
PWP PERELLA WEINBERG PARTNERS $3840.00%24 24— $384 新建仓
— SIGHT SCIENCES INC $3860.00%71 71— $386 新建仓
QDEL QUIDELORTHO CORP $3860.00%22 22— $386 新建仓
FLYW FLYWIRE CORPORATION $3870.00%22 22— $387 新建仓
AMN AMN HEALTHCARE SVCS INC $3900.00%12 12— $390 新建仓
QCRH QCR HLDGS INC $3900.00%4 4— $390 新建仓
LXU LSB INDS INC $3900.00%36 36— $390 新建仓
WEST WESTROCK COFFEE CO $3910.00%48 48— $391 新建仓
PRSU PURSUIT ATTRACTIONS AND HOSP $3920.00%7 7— $392 新建仓
LQDT LIQUIDITY SVCS INC $3920.00%10 10— $392 新建仓
OI O-I GLASS INC $3950.00%41 41— $395 新建仓
EFSC ENTERPRISE FINL SVCS CORP $3960.00%6 6— $396 新建仓
— BIOLIFE SOLUTIONS INC $3960.00%14 14— $396 新建仓
IBCP INDEPENDENT BK CORP MICH $3970.00%11 9450.0% $325 重新持有
DHT DHT HOLDINGS INC $3970.00%24 24— $397 新建仓
EDIT EDITAS MEDICINE INC $3990.00%123 98392.0% $318 加仓
TVTX TRAVERE THERAPEUTICS INC $3990.00%7 -2-22.2% -$114 重新持有
HTB HOMETRUST BANCSHARES INC $4000.00%8 7700.0% $350 重新持有
TAK TAKEDA PHARMACEUTICAL CO LTD $4010.00%25 00.0% — 不变
CCOI COGENT COMM HOLDINGS INC $4030.00%29 29— $403 新建仓
CNDT CONDUENT INC $4040.00%276 12076.9% $176 加仓
— NANOVIRICIDES INC $4050.00%293 00.0% — 不变
AVPT AVEPOINT INC $4050.00%36 30500.0% $338 重新持有
FATE FATE THERAPEUTICS INC $4060.00%150 132733.3% $357 重新持有
TRS TRIMAS CORP $4070.00%9 9— $407 新建仓
SHEN SHENANDOAH TELECOMMUNICATION $4080.00%27 27— $408 新建仓
— OMEGA FLEX INC $4090.00%13 10333.3% $315 重新持有
SIBN SI BONE INC $4090.00%25 25— $409 新建仓
BKV BKV CORP $4110.00%15 15— $411 新建仓
LAR LITHIUM ARGENTINA AG $4140.00%50 00.0% — 不变
MFA MFA FINL INC $4170.00%43 -25-36.8% -$242 重新持有
LWAY LIFEWAY FOODS INC $4180.00%14 00.0% — 不变
LOVE LOVESAC CO $4180.00%25 25— $418 新建仓
RCKT ROCKET PHARMACEUTICALS INC $4190.00%122 108771.4% $371 重新持有
ALKS ALKERMES PLC $4200.00%8 -166-95.4% -$8,715 重新持有
LAW CS DISCO INC $4200.00%111 111— $420 新建仓
BOW BOWHEAD SPECIALTY HLDGS INC $4200.00%14 14— $420 新建仓
NHC NATIONAL HEALTHCARE CORP $4230.00%2 2— $423 新建仓
CEVA CEVA INC $4250.00%9 7350.0% $331 重新持有
BJRI BJS RESTAURANTS INC $4260.00%7 7— $426 新建仓
FSUN FIRSTSUN CAP BANCORP $4270.00%11 101,000.0% $388 重新持有
BKTI BK TECHNOLOGIES CORPORATION $4300.00%5 5— $430 新建仓
SFNC SIMMONS FIRST NATL CORP $4320.00%19 19— $432 新建仓
GLIBK LIBERTY CAP CORP $4320.00%20 16400.0% $346 重新持有
PGNY PROGYNY INC $4340.00%15 15— $434 新建仓
CFFN CAPITOL FED FINL INC $4350.00%51 00.0% — 重新持有
PFSI PENNYMAC FINL SVCS INC NEW $4360.00%5 -498-99.0% -$4.34万 重新持有
CTOS CUSTOM TRUCK ONE SOURCE INC $4380.00%37 37— $438 新建仓
FSBC FIVE STAR BANCORP $4390.00%9 9— $439 新建仓
TTI TETRA TECHNOLOGIES INC DEL $4420.00%39 -22-36.1% -$249 重新持有
THRM GENTHERM INC $4440.00%13 11550.0% $376 重新持有
GCMG GCM GROSVENOR INC $4440.00%36 36— $444 新建仓
RZLT REZOLUTE INC $4480.00%86 86— $448 新建仓
AESI ATLAS ENERGY SOLUTIONS INC $4490.00%27 27— $449 新建仓