Clearstead Advisors, LLC
CLEVELAND OH · SEC CIK 0000842775
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| BRZE | BRAZE INC | $6,964 | 0.00% | 321 | -4,108 | -92.8% | -$8.91万 | 重新持有 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $6,947 | 0.00% | 404 | 166 | 69.7% | $2,854 | 加仓 |
| ESNT | ESSENT GROUP LTD | $6,943 | 0.00% | 108 | 78 | 260.0% | $5,014 | 加仓 |
| KAI | KADANT INC | $6,914 | 0.00% | 22 | 18 | 450.0% | $5,657 | 重新持有 |
| BHE | BENCHMARK ELECTRS INC | $6,907 | 0.00% | 70 | -1,293 | -94.9% | -$12.76万 | 重新持有 |
| KWEB | KRANESHARES TRUST | $6,901 | 0.00% | 282 | -24 | -7.8% | -$587 | 减仓 |
| OGN | ORGANON & CO | $6,852 | 0.00% | 506 | 9 | 1.8% | $122 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $6,848 | 0.00% | 366 | 343 | 1,491.3% | $6,418 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $6,842 | 0.00% | 331 | 56 | 20.4% | $1,158 | 加仓 |
| IDCC | INTERDIGITAL INC | $6,796 | 0.00% | 24 | 18 | 300.0% | $5,097 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $6,776 | 0.00% | 34 | -801 | -95.9% | -$15.96万 | 重新持有 |
| SNDR | SCHNEIDER NATIONAL INC | $6,759 | 0.00% | 185 | 177 | 2,212.5% | $6,467 | 重新持有 |
| ORKA | ORUKA THERAPEUTICS INC | $6,758 | 0.00% | 71 | 71 | — | $6,758 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $6,723 | 0.00% | 505 | -27 | -5.1% | -$359 | 减仓 |
| PII | POLARIS INC | $6,708 | 0.00% | 98 | 83 | 553.3% | $5,681 | 加仓 |
| BY | BYLINE BANCORP INC | $6,705 | 0.00% | 178 | -1,400 | -88.7% | -$5.27万 | 重新持有 |
| BCI | ABRDN ETFS | $6,702 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $6,634 | 0.00% | 105 | 104 | 10,400.0% | $6,571 | 重新持有 |
| PLUG | PLUG PWR INC | $6,626 | 0.00% | 2,445 | 2,345 | 2,345.0% | $6,355 | 加仓 |
| CSTM | CONSTELLIUM SE | $6,598 | 0.00% | 207 | 147 | 245.0% | $4,686 | 重新持有 |
| AAL | AMERICAN AIRLINES GROUP INC | $6,589 | 0.00% | 365 | -2,251 | -86.0% | -$4.06万 | 减仓 |
| — | FRANKLIN CRYPTO INDEX ETF | $6,539 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| UMBF | UMB FINL CORP | $6,519 | 0.00% | 46 | 36 | 360.0% | $5,102 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $6,417 | 0.00% | 45 | 45 | — | $6,417 | 新建仓 |
| ORC | ORCHID IS CAP INC | $6,399 | 0.00% | 918 | 68 | 8.0% | $474 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $6,367 | 0.00% | 600 | 418 | 229.7% | $4,436 | 加仓 |
| DIOD | DIODES INC | $6,349 | 0.00% | 58 | 54 | 1,350.0% | $5,911 | 重新持有 |
| — | INNOVATOR ETFS TRUST | $6,336 | 0.00% | 200 | 200 | — | $6,336 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6,286 | 0.00% | 163 | 63 | 63.0% | $2,430 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $6,246 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $6,246 | 0.00% | 127 | 0 | 0.0% | — | 不变 |
| BLDP | BALLARD PWR SYS INC NEW | $6,236 | 0.00% | 1,603 | 1,603 | — | $6,236 | 新建仓 |
| NBN | NORTHEAST BK PORTLAND ME | $6,229 | 0.00% | 47 | -694 | -93.7% | -$9.20万 | 重新持有 |
| SAM | BOSTON BEER INC | $6,197 | 0.00% | 35 | 30 | 600.0% | $5,312 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $6,194 | 0.00% | 76 | 56 | 280.0% | $4,564 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $6,165 | 0.00% | 143 | 143 | — | $6,165 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $6,152 | 0.00% | 305 | 19 | 6.6% | $383 | 重新持有 |
| DBMF | LITMAN GREGORY FDS TR | $6,122 | 0.00% | 200 | -5 | -2.4% | -$153 | 减仓 |
| VAL | VALARIS LTD | $6,100 | 0.00% | 84 | 4 | 5.0% | $290 | 加仓 |
| KMPR | KEMPER CORP | $6,067 | 0.00% | 225 | 4 | 1.8% | $108 | 重新持有 |
| PFBC | PREFERRED BK LOS ANGELES CA | $6,058 | 0.00% | 57 | -1,015 | -94.7% | -$10.79万 | 重新持有 |
| MMS | MAXIMUS INC | $5,969 | 0.00% | 111 | 91 | 455.0% | $4,894 | 加仓 |
| STNG | SCORPIO TANKERS INC | $5,957 | 0.00% | 86 | 83 | 2,766.7% | $5,749 | 重新持有 |
| PPLT | ABRDN PLATINUM ETF TRUST | $5,935 | 0.00% | 420 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $5,915 | 0.00% | 1,280 | 533 | 71.4% | $2,463 | 重新持有 |
| HAPN | HAPPEN INC | $5,911 | 0.00% | 285 | 285 | — | $5,911 | 新建仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $5,885 | 0.00% | 1,025 | 1,025 | — | $5,885 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $5,830 | 0.00% | 220 | -76 | -25.7% | -$2,014 | 减仓 |
| FTDR | FRONTDOOR INC | $5,821 | 0.00% | 75 | -2,024 | -96.4% | -$15.71万 | 重新持有 |
| VVV | VALVOLINE INC | $5,813 | 0.00% | 147 | 112 | 320.0% | $4,429 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $5,804 | 0.00% | 142 | 47 | 49.5% | $1,921 | 加仓 |
| DOX | AMDOCS LTD | $5,762 | 0.00% | 114 | 114 | — | $5,762 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $5,708 | 0.00% | 34 | 32 | 1,600.0% | $5,372 | 加仓 |
| ITGR | INTEGER HLDGS CORP | $5,702 | 0.00% | 61 | 60 | 6,000.0% | $5,609 | 重新持有 |
| XENE | XENON PHARMACEUTICALS INC | $5,674 | 0.00% | 94 | -1,121 | -92.3% | -$6.77万 | 重新持有 |
| OMCL | OMNICELL COM | $5,647 | 0.00% | 136 | -1,092 | -88.9% | -$4.53万 | 重新持有 |
| GRDN | GUARDIAN PHARMACY SVCS INC | $5,611 | 0.00% | 134 | -2,494 | -94.9% | -$10.44万 | 重新持有 |
| BETR | BETTER HOME & FINANCE HOLDIN | $5,583 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| AM | ANTERO MIDSTREAM CORP | $5,575 | 0.00% | 245 | 109 | 80.1% | $2,480 | 加仓 |
| TRMD | TORM PLC | $5,551 | 0.00% | 213 | 53 | 33.1% | $1,381 | 加仓 |
| MMSI | MERIT MED SYS INC | $5,548 | 0.00% | 80 | 6 | 8.1% | $416 | 重新持有 |
| FA | FIRST ADVANTAGE CORP NEW | $5,524 | 0.00% | 306 | -4,027 | -92.9% | -$7.27万 | 重新持有 |
| — | CITROTECH INC | $5,520 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | DEEP FISSION INC | $5,520 | 0.00% | 500 | 500 | — | $5,520 | 新建仓 |
| OPY | OPPENHEIMER HLDGS INC | $5,489 | 0.00% | 52 | -577 | -91.7% | -$6.09万 | 重新持有 |
| AAOI | APPLIED OPTOELECTRONICS INC | $5,483 | 0.00% | 37 | -22 | -37.3% | -$3,260 | 重新持有 |
| ADT | ADT INC DEL | $5,428 | 0.00% | 835 | -20,772 | -96.1% | -$13.50万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $5,423 | 0.00% | 149 | 119 | 396.7% | $4,331 | 加仓 |
| — | VOLATILITY SHS TR | $5,420 | 0.00% | 475 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $5,406 | 0.00% | 277 | 212 | 326.2% | $4,137 | 加仓 |
| — | TPG MTG INVTS TR INC | $5,386 | 0.00% | 680 | 240 | 54.5% | $1,901 | 加仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $5,384 | 0.00% | 1,765 | 265 | 17.7% | $808 | 加仓 |
| ECHO | ECHOSTAR CORP | $5,380 | 0.00% | 53 | 2 | 3.9% | $203 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $5,370 | 0.00% | 10 | 10 | — | $5,370 | 新建仓 |
| — | TOPBUILD COR | $5,318 | 0.00% | 15 | -7 | -31.8% | -$2,482 | 减仓 |
| AMBQ | AMBIQ MICRO INC | $5,298 | 0.00% | 60 | 60 | — | $5,298 | 新建仓 |
| CRAI | CRA INTL INC | $5,266 | 0.00% | 37 | -344 | -90.3% | -$4.90万 | 重新持有 |
| VC | VISTEON CORP | $5,259 | 0.00% | 53 | 43 | 430.0% | $4,267 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $5,239 | 0.00% | 104 | 104 | — | $5,239 | 新建仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $5,233 | 0.00% | 459 | 18 | 4.1% | $205 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $5,232 | 0.00% | 443 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $5,218 | 0.00% | 14 | 2 | 16.7% | $745 | 加仓 |
| CBZ | CBIZ INC | $5,198 | 0.00% | 162 | 162 | — | $5,198 | 新建仓 |
| TRU | TRANSUNION | $5,195 | 0.00% | 72 | -140 | -66.0% | -$1.01万 | 减仓 |
| WTMF | WISDOMTREE TR | $5,188 | 0.00% | 127 | -30 | -19.1% | -$1,226 | 减仓 |
| LAUR | LAUREATE ED INC | $5,159 | 0.00% | 142 | -3,572 | -96.2% | -$12.98万 | 重新持有 |
| ECG | EVERUS CONSTR GROUP | $5,145 | 0.00% | 31 | -16 | -34.0% | -$2,655 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $5,129 | 0.00% | 160 | -225 | -58.4% | -$7,213 | 减仓 |
| SBLK | STAR BULK CARRIERS CORP. | $5,119 | 0.00% | 205 | -340 | -62.4% | -$8,490 | 减仓 |
| CVBF | CVB FINL CORP | $5,119 | 0.00% | 227 | 227 | — | $5,119 | 新建仓 |
| LIVN | LIVANOVA PLC | $5,100 | 0.00% | 62 | 22 | 55.0% | $1,810 | 加仓 |
| — | THEMES ETF TR | $5,099 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $5,059 | 0.00% | 9 | 2 | 28.6% | $1,124 | 加仓 |
| MTDR | MATADOR RES CO | $5,029 | 0.00% | 101 | 66 | 188.6% | $3,286 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $5,008 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| UVE | UNIVERSAL INS HLDGS INC | $4,965 | 0.00% | 120 | 20 | 20.0% | $828 | 加仓 |
| — | ARCOSA INC | $4,941 | 0.00% | 34 | -20 | -37.0% | -$2,906 | 重新持有 |
| KNF | KNIFE RIVER CORP | $4,936 | 0.00% | 59 | 47 | 391.7% | $3,932 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $4,926 | 0.00% | 165 | -1,425 | -89.6% | -$4.25万 | 重新持有 |
| OSBC | OLD SECOND BANCORP INC DEL | $4,921 | 0.00% | 211 | -2,220 | -91.3% | -$5.18万 | 重新持有 |