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
PAYS PAYSIGN INC $5610.00%95 00.0% — 不变
RVLV REVOLVE GROUP INC $5660.00%25 00.0% — 不变
BCRX BIOCRYST PHARMACEUTICALS INC $5660.00%59 551,375.0% $528 加仓
OLMA OLEMA PHARMACEUTICALS INC $5670.00%38 -5-11.6% -$75 减仓
JAZZ JAZZ PHARMACEUTICALS PLC $5680.00%3 -21-87.5% -$3,976 减仓
BLKB BLACKBAUD INC $5800.00%15 -112-88.2% -$4,331 减仓
PK PARK HOTELS & RESORTS INC $5800.00%55 -706-92.8% -$7,445 减仓
ASIX ADVANSIX INC $5860.00%24 -4-14.3% -$98 减仓
GRAB GRAB HOLDINGS LIMITED $5930.00%162 00.0% — 不变
HROW HARROW INC $6010.00%17 -3-15.0% -$106 减仓
— TIDAL TRUST II $6070.00%31 31— $607 新建仓
— GATES INDL CORP PLC $6110.00%27 -190-87.6% -$4,300 减仓
— SENSUS HEALTHCARE INC $6170.00%155 00.0% — 不变
AOK ISHARES TR $6210.00%16 16.7% $39 加仓
MSGK MADISON SQUARE GRDN SPRT COR $6430.00%2 -24-92.3% -$7,716 减仓
BRBR BELLRING BRANDS INC $6440.00%40 -493-92.5% -$7,937 减仓
FLO FLOWERS FOODS INC $6520.00%80 -614-88.5% -$5,004 减仓
— MICROBOT MED INC $6630.00%275 00.0% — 不变
— GRAFTECH INTL LTD SR NT $6780.00%100 00.0% — 不变
WCLD WISDOMTREE TR $6830.00%25 00.0% — 不变
— AMPLIFY ETF TR $6910.00%30 00.0% — 不变
MZTI MARZETTI COMPANY $6920.00%5 -53-91.4% -$7,335 减仓
— QORVO INC $6970.00%9 -527-98.3% -$4.08万 减仓
RH RH $7000.00%5 -46-90.2% -$6,440 减仓
SYNA SYNAPTICS INC $7010.00%10 -103-91.2% -$7,220 减仓
FVRR FIVERR INTL LTD $7020.00%70 00.0% — 不变
EWP ISHARES INC $7070.00%13 00.0% — 不变
UHS UNIVERSAL HLTH SVCS INC $7160.00%4 -24-85.7% -$4,296 减仓
— BLUEROCK HOMES TRUST INC $7280.00%64 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $7290.00%8 -42-84.0% -$3,827 减仓
CRVS CORVUS PHARMACEUTICALS INC $7320.00%50 -153-75.4% -$2,240 减仓
QUIK QUICKLOGIC CORP $7510.00%80 00.0% — 不变
NTB BANK OF N T BUTTERFIELD & SO $7530.00%14 -1-6.7% -$54 减仓
— EHEALTH INC $7650.00%593 00.0% — 不变
CVLT COMMVAULT SYS INC $7790.00%10 -1,300-99.2% -$10.13万 减仓
— BAKKT INC $8030.00%109 00.0% — 不变
PLAB PHOTRONICS INC $8090.00%20 -1,583-98.8% -$6.40万 减仓
WHR WHIRLPOOL CORP $8090.00%15 -168-91.8% -$9,061 减仓
PII POLARIS INC $8180.00%15 -168-91.8% -$9,162 减仓
VSXY VICTORIAS SECRET AND CO $8350.00%18 -29-61.7% -$1,345 减仓
KRC KILROY REALTY CORP $8470.00%30 -337-91.8% -$9,515 减仓
FLG FLAGSTAR BANK NATIONAL ASSOC $8700.00%66 -777-92.2% -$1.02万 减仓
— INOVIO PHARMACEUTICALS INC $8700.00%500 00.0% — 不变
FOUR SHIFT4 PMTS INC $8750.00%20 -290-93.5% -$1.27万 减仓
BSY BENTLEY SYS INC $8780.00%25 -593-96.0% -$2.08万 减仓
QLYS QUALYS INC $8790.00%10 -102-91.1% -$8,966 减仓
IRT INDEPENDENCE RLTY TR INC $8940.00%60 -716-92.3% -$1.07万 减仓
DLB DOLBY LABORATORIES INC $9010.00%15 -172-92.0% -$1.03万 减仓
IONS IONIS PHARMACEUTICALS INC $9020.00%12 -3-20.0% -$226 减仓
CUZ COUSINS PPTYS INC $9030.00%40 -1,763-97.8% -$3.98万 减仓
SARO STANDARDAERO INC $9050.00%35 -6-14.6% -$155 减仓
VC VISTEON CORP $9120.00%10 -566-98.3% -$5.16万 减仓
KTB KONTOOR BRANDS INC $9140.00%13 -891-98.6% -$6.26万 减仓
OLED UNIVERSAL DISPLAY CORP $9170.00%10 -131-92.9% -$1.20万 减仓
CDP COPT DEFENSE PROPERTIES $9180.00%30 -702-95.9% -$2.15万 减仓
BILL BILL HOLDINGS INC $9200.00%24 -253-91.3% -$9,698 减仓
NUKZ EXCHANGE TRADED CONCEPTS TRU $9300.00%14 00.0% — 不变
TNGX TANGO THERAPEUTICS INC $9420.00%45 00.0% — 不变
— NATIONAL STORAGE AFFILIATES $9440.00%25 -265-91.4% -$1.00万 减仓
WMG WARNER MUSIC GROUP CORP $9450.00%37 -472-92.7% -$1.21万 减仓
TCBI TEXAS CAP BANCSHARES INC $9490.00%10 -165-94.3% -$1.57万 减仓
CPRI CAPRI HOLDINGS LIMITED $9700.00%55 -365-86.9% -$6,437 减仓
BBWI BATH & BODY WORKS INC $9710.00%52 -1,027-95.2% -$1.92万 减仓
— KALVISTA PHARMACEUTICALS INC $9720.00%48 1026.3% $202 加仓
— ROUNDHILL ETF TRUST $9760.00%20 20— $976 新建仓
KNF KNIFE RIVER CORP $9800.00%12 -159-93.0% -$1.30万 减仓
DUOL DUOLINGO INC $9860.00%10 -146-93.6% -$1.44万 减仓
EEFT EURONET WORLDWIDE INC $9960.00%15 -662-97.8% -$4.40万 减仓
EPR EPR PPTYS $1,0000.00%20 -285-93.4% -$1.43万 减仓
IBOC INTERNATIONAL BANCSHARES COR $1,0100.00%15 -208-93.3% -$1.40万 减仓
QQQM INVESCO EXCH TRADED FD TR II $1,0120.00%4 4— $1,012 新建仓
CNO CNO FINL GROUP INC $1,0270.00%25 -314-92.6% -$1.29万 减仓
FFIN FIRST FINL BANKSHARES INC $1,0310.00%35 -387-91.7% -$1.14万 减仓
ASB ASSOCIATED BANC-CORP $1,0350.00%40 -625-94.0% -$1.62万 减仓
KBH KB HOME $1,0350.00%20 -202-91.0% -$1.05万 减仓
ALGM ALLEGRO MICROSYSTEMS INC $1,0410.00%33 -355-91.5% -$1.12万 减仓
NMAX NEWSMAX INC $1,0440.00%200 00.0% — 不变
AIPO TIDAL TRUST II $1,0490.00%42 00.0% — 不变
RVTY REVVITY INC $1,0520.00%12 571.4% $438 加仓
GRRR GORILLA TECHNOLOGY GROUP INC $1,0530.00%100 00.0% — 不变
GHC GRAHAM HLDGS CO $1,0580.00%1 -10-90.9% -$1.06万 减仓
PCTY PAYLOCITY HLDG CORP $1,0810.00%10 -193-95.1% -$2.09万 减仓
LPX LOUISIANA PAC CORP $1,0920.00%15 -198-93.0% -$1.44万 减仓
U UNITY SOFTWARE INC $1,0970.00%50 2066.7% $439 加仓
TYRA TYRA BIOSCIENCES INC $1,1050.00%29 00.0% — 不变
AVUS AMERICAN CENTY ETF TR $1,1120.00%10 00.0% — 不变
VICR VICOR CORP $1,1270.00%7 -36-83.7% -$5,796 重新持有
UMBF UMB FINL CORP $1,1280.00%10 -255-96.2% -$2.88万 减仓
SIGI SELECTIVE INS GROUP INC $1,1310.00%15 -204-93.2% -$1.54万 减仓
BKSY BLACKSKY TECHNOLOGY INC $1,1330.00%45 -10-18.2% -$252 减仓
— CARDIFF ONCOLOGY INC $1,1340.00%700 00.0% — 不变
RLI RLI CORP $1,1410.00%20 -247-92.5% -$1.41万 减仓
SKYD PARAMOUNT SKYDANCE CORP $1,1460.00%127 -792-86.2% -$7,147 减仓
BDC BELDEN INC $1,1490.00%10 -520-98.1% -$5.97万 减仓
SAM BOSTON BEER INC $1,1520.00%5 -23-82.1% -$5,299 减仓
EQWL INVESCO EXCHANGE TRADED FD T $1,1530.00%10 -90-90.0% -$1.04万 减仓
ALSN ALLISON TRANSMISSION HLDGS I $1,1710.00%10 -6-37.5% -$703 减仓
VNOM VIPER ENERGY INC $1,1750.00%25 -1,915-98.7% -$9.00万 减仓
SLM SLM CORP $1,1780.00%55 -611-91.7% -$1.31万 减仓
VVV VALVOLINE INC $1,1790.00%35 -1,886-98.2% -$6.35万 减仓