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
ECVT ECOVYST INC $4490.00%36 -11,364-99.7% -$14.17万 重新持有
NGVT INGEVITY CORP $4490.00%6 6— $449 新建仓
CSR CENTERSPACE $4500.00%8 8— $450 新建仓
FLGT FULGENT GENETICS INC $4520.00%22 210.0% $41 加仓
— TRISALUS LIFE SCIENCES INC $4550.00%100 100— $455 新建仓
RUSHB RUSH ENTERPRISES INC $4590.00%6 6— $459 新建仓
JANX JANUX THERAPEUTICS INC $4610.00%30 30— $461 新建仓
BFST BUSINESS FIRST BANCSHARES IN $4610.00%15 15— $461 新建仓
OPEN OPENDOOR TECHNOLOGIES INC $4620.00%100 100— $462 新建仓
NLR VANECK ETF TRUST $4640.00%4 00.0% — 不变
PRVA PRIVIA HEALTH GROUP INC $4640.00%18 18— $464 新建仓
GEF/B GREIF INC $4680.00%5 5— $468 新建仓
BRSP BRIGHTSPIRE CAPITAL INC $4690.00%86 60230.8% $327 重新持有
GSBC GREAT SOUTHN BANCORP INC $4710.00%6 4200.0% $314 重新持有
GABC GERMAN AMERN BANCORP INC $4750.00%10 10— $475 新建仓
— JELD-WEN HLDG INC $4760.00%317 31631,600.0% $474 重新持有
— POWER REIT $4810.00%50 50— $481 新建仓
XRX XEROX HOLDINGS CORP $4830.00%154 2923.2% $91 加仓
CALM CAL MAINE FOODS INC $4840.00%6 -128-95.5% -$1.03万 重新持有
NE NOBLE CORP PLC $4850.00%13 13— $485 新建仓
AMTB AMERANT BANCORP INC $4850.00%19 19— $485 新建仓
TIPT TIPTREE INC $4850.00%27 27— $485 新建仓
NVGS NAVIGATOR HLDGS LTD $4850.00%26 26— $485 新建仓
— NAVIENT CORPORATION $4860.00%57 531,325.0% $452 重新持有
TTAM TITAN AMER SA $4860.00%26 26— $486 新建仓
CLW CLEARWATER PAPER CORP $4880.00%31 31— $488 新建仓
VTS VITESSE ENERGY INC $4890.00%31 31— $489 新建仓
CAC CAMDEN NATL CORP $4890.00%9 7350.0% $380 重新持有
MRCY MERCURY SYS INC $4900.00%4 -23-85.2% -$2,818 重新持有
GBX GREENBRIER COS INC $4910.00%10 10— $491 新建仓
HP HELMERICH & PAYNE INC $4920.00%15 15— $492 新建仓
VRRM VERRA MOBILITY CORP $4930.00%116 116— $493 新建仓
ANGI ANGI INC $4940.00%83 802,666.7% $476 重新持有
ZGN ERMENEGILDO ZEGNA N V $4960.00%38 38— $496 新建仓
EVLV EVOLV TECHNOLOGIES HLDNGS IN $4990.00%86 86— $499 新建仓
WTTR SELECT WATER SOLUTIONS INC $5000.00%25 25— $500 新建仓
MYRG MYR GROUP INC $5010.00%1 1— $501 新建仓
— NET LEASE OFFICE PROPERTIES $5020.00%45 45— $502 新建仓
CCS CENTURY COMMUNITIES INC $5020.00%7 6600.0% $430 重新持有
WT WISDOMTREE INC $5090.00%30 30— $509 新建仓
NOG NORTHERN OIL & GAS INC $5090.00%28 28— $509 新建仓
VAC MARRIOTT VACATIONS WORLDWIDE $5100.00%5 4400.0% $408 重新持有
ALRM ALARM COM HLDGS INC $5140.00%11 8266.7% $374 重新持有
— ATYR PHARMA INC $5150.00%861 861— $515 新建仓
DFH DREAM FINDERS HOMES INC $5180.00%30 30— $518 新建仓
UHAL/B U HAUL HOLDING COMPANY $5200.00%9 8800.0% $462 重新持有
CTRN CITI TRENDS INC $5210.00%9 5125.0% $289 重新持有
SENEA SENECA FOODS CORP NEW $5220.00%3 3— $522 新建仓
USLM UNITED STS LIME & MINERALS I $5250.00%5 5— $525 新建仓
UHT UNIVERSAL HEALTH RLTY INCOME $5270.00%12 6100.0% $264 重新持有
JBI JANUS INTERNATIONAL GROUP IN $5280.00%95 -5,243-98.2% -$2.91万 重新持有
DDS DILLARDS INC $5290.00%1 1— $529 新建仓
TNDM TANDEM DIABETES CARE INC $5290.00%35 35— $529 新建仓
WLY WILEY JOHN & SONS INC $5340.00%11 11— $534 新建仓
SMBC SOUTHERN MO BANCORP INC $5350.00%7 5250.0% $382 重新持有
ANIK ANIKA THERAPEUTICS INC $5420.00%37 351,750.0% $513 重新持有
VREX VAREX IMAGING CORP $5430.00%52 38271.4% $397 重新持有
CENTA CENTRAL GARDEN & PET CO $5440.00%14 14— $544 新建仓
AMBP ARDAGH METAL PACKAGING S A $5460.00%115 1081,542.9% $513 重新持有
TRST TRUSTCO BK CORP N Y $5500.00%10 10— $550 新建仓
PAGS PAGSEGURO DIGITAL LTD $5530.00%61 61— $553 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $5530.00%59 -4,841-98.8% -$4.54万 重新持有
CUBI CUSTOMERS BANCORP INC $5540.00%7 7— $554 新建仓
TR TOOTSIE ROLL INDS INC $5540.00%14 14— $554 新建仓
CRON CRONOS GROUP INC $5560.00%200 00.0% — 不变
INBK FIRST INTERNET BANCORP $5570.00%20 20— $557 新建仓
DK DELEK US HLDGS INC NEW $5600.00%11 11— $560 新建仓
CALY CALLAWAY GOLF CO $5620.00%30 -10,151-99.7% -$19.02万 减仓
— BEAZER HOMES USA INC $5620.00%20 20— $562 新建仓
TBBK BANCORP INC DEL $5640.00%9 9— $564 新建仓
RR RICHTECH ROBOTICS INC $5700.00%270 270— $570 新建仓
SKYD PARAMOUNT SKYDANCE CORP $5720.00%58 -69-54.3% -$680 减仓
MBWM MERCANTILE BK CORP $5750.00%10 8400.0% $460 重新持有
— BLUEROCK HOMES TRUST INC $5760.00%64 00.0% — 不变
PHR PHREESIA INC $5770.00%56 56— $577 新建仓
JBTM JBT MAREL CORPORATION $5800.00%4 -38-90.5% -$5,510 重新持有
NTGR NETGEAR INC $5850.00%25 21525.0% $491 重新持有
ALGT ALLEGIANT TRAVEL CO $5880.00%5 5— $588 新建仓
ATRC ATRICURE INC $5880.00%21 18600.0% $504 重新持有
BRSL BRIGHTSTAR LOTTERY PLC $5900.00%55 55— $590 新建仓
— GRAFTECH INTL LTD SR NT $5910.00%100 00.0% — 不变
PAYO PAYONEER GLOBAL INC $5920.00%83 1522.1% $107 加仓
WOR WORTHINGTON ENTERPRISES INC $5920.00%11 457.1% $215 重新持有
RXST RXSIGHT INC $5940.00%123 123— $594 新建仓
RSI RUSH STREET INTERACTIVE INC $5960.00%20 211.1% $60 重新持有
AMAL AMALGAMATED FINANCIAL CORP $5970.00%13 13— $597 新建仓
CENX CENTURY ALUM CO $5990.00%13 13— $599 新建仓
ARI APOLLO COML REAL ESTATE FIN $5990.00%56 36180.0% $385 重新持有
UA UNDER ARMOUR INC $6040.00%97 -382-79.7% -$2,379 重新持有
NXDR NEXTDOOR HOLDINGS INC $6070.00%267 2572,570.0% $584 重新持有
GIII G III APPAREL GROUP LTD $6080.00%18 -1-5.3% -$34 重新持有
CASH PATHWARD FINANCIAL INC $6100.00%7 7— $610 新建仓
NSIT INSIGHT ENTERPRISES INC $6100.00%5 5— $610 新建仓
AUPH AURINIA PHARMACEUTICALS INC $6120.00%36 341,700.0% $578 重新持有
PRMB PRIMO BRANDS CORPORATION $6120.00%25 25— $612 新建仓
TNC TENNANT CO $6130.00%7 7— $613 新建仓
PBH PRESTIGE CONSMR HEALTHCARE I $6150.00%13 121,200.0% $568 重新持有
DMC DEL MONTE CORP $6150.00%22 22— $615 新建仓
ACCO ACCO BRANDS CORP $6170.00%148 116362.5% $484 重新持有
CNNE CANNAE HLDGS INC $6200.00%43 43— $620 新建仓