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
IOT SAMSARA INC $1.95万0.00%600 -13,542-95.8% -$43.92万 减仓
QLD PROSHARES TR 看跌期权 $1.94万0.00%200 200— $1.94万 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $1.93万0.00%1,206 -264-18.0% -$4,235 减仓
VSTS VESTIS CORPORATION $1.93万0.00%1,329 90.7% $131 加仓
VIRT VIRTU FINL INC $1.92万0.00%322 3123,120.0% $1.86万 加仓
TW TRADEWEB MKTS INC $1.91万0.00%192 -1,627-89.4% -$16.21万 减仓
IYT ISHARES TR $1.91万0.00%220 00.0% — 不变
PAG PENSKE AUTOMOTIVE GRP INC $1.90万0.00%106 1617.8% $2,863 加仓
FER FERROVIAL NV $1.89万0.00%276 276— $1.89万 新建仓
HTGC HERCULES CAPITAL INC $1.89万0.00%1,200 00.0% — 不变
DINO HF SINCLAIR CORP $1.89万0.00%271 -4,341-94.1% -$30.24万 减仓
MARA MARA HOLDINGS INC $1.89万0.00%1,358 14411.9% $2,000 加仓
NXST NEXSTAR MEDIA GROUP INC $1.86万0.00%104 4165.1% $7,322 加仓
PRIM PRIMORIS SVCS CORP $1.85万0.00%187 8379.8% $8,213 加仓
FSLY FASTLY INC $1.85万0.00%1,005 99611,066.7% $1.83万 重新持有
— GRAYSCALE COINDESK CRYPTO $1.83万0.00%695 00.0% — 不变
DSGX DESCARTES SYS GROUP INC $1.83万0.00%264 -783-74.8% -$5.42万 重新持有
CHDN CHURCHILL DOWNS INC $1.82万0.00%203 127167.1% $1.14万 加仓
FFIN FIRST FINL BANKSHARES INC $1.82万0.00%525 4901,400.0% $1.70万 加仓
POR PORTLAND GEN ELEC CO $1.81万0.00%350 3251,300.0% $1.68万 加仓
ONIT ONITY GROUP INC $1.81万0.00%456 20.4% $80 加仓
— TECHTARGET INC $1.81万0.00%5,029 240.5% $86 加仓
AN AUTONATION INC $1.80万0.00%97 86781.8% $1.60万 加仓
BTSG BRIGHTSPRING HEALTH SVCS INC $1.79万0.00%257 157157.0% $1.09万 重新持有
SFD SMITHFIELD FOODS INC $1.79万0.00%738 73773,700.0% $1.79万 重新持有
WERN WERNER ENTERPRISES INC $1.78万0.00%409 409— $1.78万 新建仓
CVCO CAVCO INDS INC DEL $1.78万0.00%29 -94-76.4% -$5.78万 重新持有
MATX MATSON INC $1.77万0.00%92 2946.0% $5,575 加仓
FLR FLUOR CORP $1.77万0.00%337 258.0% $1,309 加仓
GMAB GENMAB A/S $1.76万0.00%642 29987.2% $8,214 加仓
DEM WISDOMTREE TR $1.75万0.00%325 12562.5% $6,724 加仓
PHIN PHINIA INC $1.75万0.00%212 172430.0% $1.42万 加仓
— JANUS HENDERSON GROUP PLC $1.72万0.00%332 297848.6% $1.54万 加仓
SNAP SNAP INC $1.72万0.00%3,873 2,292145.0% $1.02万 加仓
IAT ISHARES TR $1.71万0.00%275 00.0% — 不变
FSS FEDERAL SIGNAL CORP $1.71万0.00%133 74125.4% $9,509 重新持有
HE HAWAIIAN ELEC INDS INC MTN B $1.70万0.00%1,260 605.0% $812 加仓
ONTO ONTO INNOVATION INC $1.70万0.00%45 32246.2% $1.21万 加仓
SUI SUN CMNTYS INC $1.70万0.00%142 106294.4% $1.27万 重新持有
LMND LEMONADE INC $1.70万0.00%261 104.0% $651 加仓
GRAB GRAB HOLDINGS LIMITED $1.68万0.00%4,464 4,3022,655.6% $1.62万 加仓
AS AMER SPORTS INC $1.68万0.00%497 4885,422.2% $1.65万 重新持有
PLOW DOUGLAS DYNAMICS INC $1.68万0.00%311 113.7% $593 加仓
TNL TRAVEL PLUS LEISURE CO $1.67万0.00%218 198990.0% $1.51万 加仓
CSGP COSTAR GROUP INC $1.66万0.00%586 -1,377-70.1% -$3.90万 减仓
GMED GLOBUS MED INC $1.65万0.00%209 108106.9% $8,534 加仓
HLI HOULIHAN LOKEY INC $1.65万0.00%123 62101.6% $8,317 加仓
GOLF ACUSHNET HLDGS CORP $1.65万0.00%139 10.7% $119 加仓
POCT INNOVATOR ETFS TRUST $1.64万0.00%353 00.0% — 不变
OLN OLIN CORP $1.63万0.00%823 8034,015.0% $1.59万 重新持有
GFL GFL ENVIRONMENTAL INC $1.62万0.00%440 440— $1.62万 新建仓
HYD VANECK ETF TRUST $1.62万0.00%314 10651.0% $5,460 重新持有
PJAN INNOVATOR ETFS TRUST $1.61万0.00%326 00.0% — 不变
— TELOMIR PHARMACEUTICALS INC $1.60万0.00%12,530 00.0% — 不变
RCAT RED CAT HLDGS INC $1.60万0.00%1,501 10.1% $11 加仓
CNO CNO FINL GROUP INC $1.57万0.00%308 2831,132.0% $1.44万 加仓
AB ALLIANCEBERNSTEIN HLDG L P $1.56万0.00%444 00.0% — 不变
XSD SPDR SERIES TRUST $1.56万0.00%25 00.0% — 不变
— OCCIDENTAL PETE CORP $1.56万0.00%585 29299.7% $7,776 加仓
ELS EQUITY LIFESTYLE PROPERTIES $1.56万0.00%242 7847.6% $5,017 加仓
FLEX FLEX LTD $1.56万0.00%96 55.5% $810 加仓
ATS ATS CORPORATION $1.55万0.00%539 539— $1.55万 新建仓
FPS FORGENT POWER SOLUTIONS INC $1.55万0.00%277 277— $1.55万 新建仓
GTM ZOOMINFO TECHNOLOGIES INC $1.55万0.00%5,279 4,242409.1% $1.24万 重新持有
GGG GRACO INC $1.54万0.00%204 -237-53.7% -$1.79万 减仓
LOGI LOGITECH INTL S A $1.54万0.00%164 164— $1.54万 新建仓
FIP FTAI INFRASTRUCTURE INC $1.52万0.00%3,280 1,25061.6% $5,800 加仓
IEX IDEX CORP $1.52万0.00%67 34103.0% $7,716 加仓
CRK COMSTOCK RES INC $1.51万0.00%1,013 513102.6% $7,654 加仓
RMOP TIDAL TRUST III $1.51万0.00%591 00.0% — 不变
CGNX COGNEX CORP $1.51万0.00%208 163362.2% $1.18万 加仓
TDUP THREDUP INC $1.50万0.00%2,184 88468.0% $6,056 加仓
ESI ELEMENT SOLUTIONS INC $1.49万0.00%313 -1,806-85.2% -$8.62万 重新持有
ST SENSATA TECHNOLOGIES HLDG PL $1.49万0.00%313 263526.0% $1.26万 加仓
IYY ISHARES TR $1.49万0.00%82 82— $1.49万 新建仓
CRCL CIRCLE INTERNET GROUP INC $1.49万0.00%238 6436.8% $4,008 加仓
FLNG FLEX LNG LTD $1.49万0.00%530 306.0% $842 加仓
BFLY BUTTERFLY NETWORK INC $1.49万0.00%1,766 160.9% $135 加仓
LTH LIFE TIME GROUP HOLDINGS INC $1.47万0.00%361 304533.3% $1.24万 重新持有
BOX BOX INC $1.46万0.00%551 386233.9% $1.02万 重新持有
FR FIRST INDL RLTY TR INC $1.46万0.00%238 6840.0% $4,169 加仓
GRFS GRIFOLS S A $1.45万0.00%2,054 2,054— $1.45万 新建仓
NMRA NEUMORA THERAPEUTICS INC. $1.44万0.00%8,496 8,496— $1.44万 新建仓
GH GUARDANT HEALTH INC $1.44万0.00%96 -1,045-91.6% -$15.68万 重新持有
ICL ICL GROUP LTD $1.44万0.00%2,888 2,888— $1.44万 新建仓
EHC ENCOMPASS HEALTH CORP $1.44万0.00%142 3431.5% $3,437 加仓
TECB ISHARES TR $1.44万0.00%200 00.0% — 不变
VNO VORNADO RLTY TR $1.43万0.00%365 293406.9% $1.15万 加仓
TKR TIMKEN CO $1.41万0.00%97 -4-4.0% -$581 减仓
— TEMPLETON EMERGING MKTS INCO $1.41万0.00%2,089 00.0% — 不变
GWRE GUIDEWIRE SOFTWARE INC $1.40万0.00%114 54.6% $615 加仓
PENG PENGUIN SOLUTIONS INC $1.40万0.00%184 184— $1.40万 新建仓
CCSI CONSENSUS CLOUD SOLUTIONS IN $1.40万0.00%366 00.0% — 不变
SSTK SHUTTERSTOCK INC $1.40万0.00%1,000 00.0% — 不变
AA ALCOA CORP $1.39万0.00%266 -3,846-93.5% -$20.05万 减仓
PCN PIMCO CORPORATE & INCM STRG $1.38万0.00%1,155 00.0% — 不变
EMLC VANECK ETF TRUST $1.38万0.00%540 00.0% — 不变
MSGK MADISON SQUARE GRDN SPRT COR $1.37万0.00%34 321,600.0% $1.29万 加仓
EOS EATON VANCE ENHANCED EQUITY $1.36万0.00%618 618— $1.36万 新建仓
RARE ULTRAGENYX PHARMACEUTICAL IN $1.35万0.00%403 3811,731.8% $1.27万 重新持有