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 |
|---|---|---|---|---|---|---|---|---|
| MEC | MAYVILLE ENGR CO INC | $4,908 | 0.00% | 131 | -1,963 | -93.7% | -$7.35万 | 重新持有 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $4,886 | 0.00% | 38 | -147 | -79.5% | -$1.89万 | 重新持有 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $4,876 | 0.00% | 880 | 193 | 28.1% | $1,069 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $4,858 | 0.00% | 44 | 6 | 15.8% | $662 | 重新持有 |
| MHK | MOHAWK INDS INC | $4,854 | 0.00% | 40 | -2,591 | -98.5% | -$31.44万 | 减仓 |
| CARG | CARGURUS INC | $4,841 | 0.00% | 142 | -1,985 | -93.3% | -$6.77万 | 重新持有 |
| — | CATALYST PHARMACEUTICALS INC | $4,841 | 0.00% | 154 | -1,618 | -91.3% | -$5.09万 | 重新持有 |
| GNL | GLOBAL NET LEASE INC | $4,828 | 0.00% | 540 | 70 | 14.9% | $626 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $4,824 | 0.00% | 289 | 229 | 381.7% | $3,822 | 加仓 |
| ATEN | A10 NETWORKS INC | $4,820 | 0.00% | 129 | -2,361 | -94.8% | -$8.82万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $4,784 | 0.00% | 223 | -3,529 | -94.1% | -$7.57万 | 重新持有 |
| ACLS | AXCELIS TECHNOLOGIES INC | $4,737 | 0.00% | 25 | -694 | -96.5% | -$13.15万 | 重新持有 |
| DBC | INVESCO DB COMMDY INDX TRCK | $4,719 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| CELC | CELCUITY INC | $4,708 | 0.00% | 45 | 45 | — | $4,708 | 新建仓 |
| TEX | TEREX CORP NEW | $4,707 | 0.00% | 65 | 40 | 160.0% | $2,897 | 加仓 |
| MRX | MAREX GROUP PLC | $4,694 | 0.00% | 77 | 77 | — | $4,694 | 新建仓 |
| RRBI | RED RIVER BANCSHARES INC | $4,656 | 0.00% | 51 | -484 | -90.5% | -$4.42万 | 重新持有 |
| SM | SM ENERGY COMPANY | $4,646 | 0.00% | 178 | 178 | — | $4,646 | 新建仓 |
| TH | TARGET HOSPITALITY CORP | $4,643 | 0.00% | 228 | 228 | — | $4,643 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $4,634 | 0.00% | 149 | 5 | 3.5% | $156 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $4,630 | 0.00% | 101 | 66 | 188.6% | $3,026 | 加仓 |
| VMI | VALMONT INDS INC | $4,621 | 0.00% | 8 | 2 | 33.3% | $1,155 | 加仓 |
| GKOS | GLAUKOS CORP | $4,613 | 0.00% | 33 | -24 | -42.1% | -$3,355 | 重新持有 |
| — | WEBSTER FINL CORP | $4,586 | 0.00% | 60 | 2 | 3.4% | $153 | 加仓 |
| UE | URBAN EDGE PPTYS | $4,577 | 0.00% | 200 | 200 | — | $4,577 | 新建仓 |
| PTRN | PATTERN GROUP INC | $4,560 | 0.00% | 181 | -2,192 | -92.4% | -$5.52万 | 重新持有 |
| SUPN | INDIVIOR PHARMACEUTICALS INC | $4,555 | 0.00% | 111 | 111 | — | $4,555 | 新建仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $4,529 | 0.00% | 457 | 455 | 22,750.0% | $4,509 | 加仓 |
| VTOL | BRISTOW GROUP INC | $4,504 | 0.00% | 109 | -961 | -89.8% | -$3.97万 | 重新持有 |
| TLK | TELEKOMUNIKASI IND | $4,486 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $4,476 | 0.00% | 70 | 70 | — | $4,476 | 新建仓 |
| LYTS | LSI INDS INC OHIO | $4,439 | 0.00% | 167 | -2,616 | -94.0% | -$6.95万 | 重新持有 |
| TKO | TKO GROUP HOLDINGS INC | $4,430 | 0.00% | 22 | 7 | 46.7% | $1,410 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $4,364 | 0.00% | 80 | 5 | 6.7% | $273 | 加仓 |
| FROG | JFROG LTD | $4,363 | 0.00% | 48 | 48 | — | $4,363 | 新建仓 |
| — | PUTNAM ETF TRUST | $4,354 | 0.00% | 549 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP | $4,305 | 0.00% | 60 | 30 | 100.0% | $2,152 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $4,283 | 0.00% | 36 | -626 | -94.6% | -$7.45万 | 重新持有 |
| ICVT | ISHARES TR | $4,261 | 0.00% | 35 | -20 | -36.4% | -$2,435 | 减仓 |
| BBDC | BARINGS BDC INC | $4,260 | 0.00% | 500 | 500 | — | $4,260 | 新建仓 |
| CNM | CORE & MAIN INC | $4,247 | 0.00% | 88 | 33 | 60.0% | $1,593 | 加仓 |
| SR | SPIRE INC | $4,217 | 0.00% | 54 | 39 | 260.0% | $3,046 | 加仓 |
| BGC | BGC GROUP INC | $4,212 | 0.00% | 394 | -5,173 | -92.9% | -$5.53万 | 重新持有 |
| TCBK | TRICO BANCSHARES | $4,201 | 0.00% | 78 | 78 | — | $4,201 | 新建仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $4,162 | 0.00% | 29 | 24 | 480.0% | $3,444 | 重新持有 |
| TDW | TIDEWATER INC NEW | $4,132 | 0.00% | 62 | -809 | -92.9% | -$5.39万 | 重新持有 |
| IBEX | IBEX LTD | $4,131 | 0.00% | 136 | -2,499 | -94.8% | -$7.59万 | 重新持有 |
| WK | WORKIVA INC | $4,125 | 0.00% | 85 | 66 | 347.4% | $3,203 | 重新持有 |
| APPN | APPIAN CORP | $4,123 | 0.00% | 180 | 160 | 800.0% | $3,665 | 重新持有 |
| EVER | EVERQUOTE INC | $4,093 | 0.00% | 172 | -1,825 | -91.4% | -$4.34万 | 重新持有 |
| KRYS | KRYSTAL BIOTECH INC | $4,089 | 0.00% | 11 | -17 | -60.7% | -$6,319 | 重新持有 |
| SPYD | SPDR SERIES TRUST | $4,085 | 0.00% | 86 | 21 | 32.3% | $998 | 加仓 |
| LCID | LUCID GROUP INC | $4,062 | 0.00% | 607 | 59 | 10.8% | $395 | 加仓 |
| KBDC | KAYNE ANDERSON BDC INC | $4,059 | 0.00% | 300 | 300 | — | $4,059 | 新建仓 |
| SAIL | SAILPOINT INC | $4,042 | 0.00% | 276 | 276 | — | $4,042 | 新建仓 |
| BHB | BAR HBR BANKSHARES | $4,041 | 0.00% | 107 | -1,277 | -92.3% | -$4.82万 | 重新持有 |
| AZZ | AZZ INC | $4,033 | 0.00% | 26 | -335 | -92.8% | -$5.20万 | 重新持有 |
| STC | STEWART INFORMATION SVCS COR | $4,028 | 0.00% | 61 | -920 | -93.8% | -$6.08万 | 重新持有 |
| FMBH | FIRST MID BANCSHARES INC | $3,992 | 0.00% | 83 | -765 | -90.2% | -$3.68万 | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $3,990 | 0.00% | 34 | -64 | -65.3% | -$7,511 | 重新持有 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $3,970 | 0.00% | 221 | 221 | — | $3,970 | 新建仓 |
| — | ALTISOURCE PORTFOLIO SOLUTIO | $3,907 | 0.00% | 9,766 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $3,901 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GOSSAMER BIO INC | $3,877 | 0.00% | 23,550 | 0 | 0.0% | — | 不变 |
| Z | ZILLOW GROUP INC | $3,846 | 0.00% | 122 | 114 | 1,425.0% | $3,594 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $3,843 | 0.00% | 48 | -508 | -91.4% | -$4.07万 | 重新持有 |
| ADUS | ADDUS HOMECARE CORP | $3,818 | 0.00% | 38 | -420 | -91.7% | -$4.22万 | 重新持有 |
| CECO | CECO ENVIRONMENTAL CORP | $3,812 | 0.00% | 42 | 42 | — | $3,812 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $3,786 | 0.00% | 1,040 | 220 | 26.8% | $801 | 加仓 |
| SITM | SITIME CORP | $3,728 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $3,717 | 0.00% | 51 | 51 | — | $3,717 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $3,682 | 0.00% | 49 | -318 | -86.6% | -$2.39万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $3,667 | 0.00% | 134 | 52 | 63.4% | $1,423 | 重新持有 |
| MTCH | MATCH GROUP INC NEW | $3,653 | 0.00% | 96 | 55 | 134.1% | $2,093 | 加仓 |
| EVTC | EVERTEC INC | $3,640 | 0.00% | 131 | -1,109 | -89.4% | -$3.08万 | 重新持有 |
| SMR | NUSCALE PWR CORP | $3,632 | 0.00% | 362 | 12 | 3.4% | $120 | 加仓 |
| HFWA | HERITAGE FINL CORP WASH | $3,614 | 0.00% | 122 | 120 | 6,000.0% | $3,555 | 重新持有 |
| WD | WALKER & DUNLOP INC | $3,611 | 0.00% | 66 | 66 | — | $3,611 | 新建仓 |
| — | GLOBAL X FDS | $3,577 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| QNST | QUINSTREET INC | $3,561 | 0.00% | 243 | 221 | 1,004.5% | $3,239 | 重新持有 |
| GLOB | GLOBANT S A | $3,561 | 0.00% | 123 | 123 | — | $3,561 | 新建仓 |
| WHD | CACTUS INC | $3,536 | 0.00% | 69 | 69 | — | $3,536 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $3,519 | 0.00% | 78 | -755 | -90.6% | -$3.41万 | 重新持有 |
| SDGR | SCHRODINGER INC | $3,510 | 0.00% | 216 | 215 | 21,500.0% | $3,494 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,509 | 0.00% | 100 | 100 | — | $3,509 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $3,506 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,505 | 0.00% | 100 | 100 | — | $3,505 | 新建仓 |
| STGW | STAGWELL INC | $3,500 | 0.00% | 471 | -6,549 | -93.3% | -$4.87万 | 重新持有 |
| S | SENTINELONE INC | $3,497 | 0.00% | 206 | 114 | 123.9% | $1,935 | 重新持有 |
| FNLC | FIRST BANCORP INC ME | $3,482 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HG | HAMILTON INSURANCE GROUP LTD | $3,463 | 0.00% | 102 | 96 | 1,600.0% | $3,259 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $3,461 | 0.00% | 100 | 100 | — | $3,461 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP | $3,453 | 0.00% | 47 | 47 | — | $3,453 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $3,445 | 0.00% | 175 | 134 | 326.8% | $2,638 | 重新持有 |
| CNR | CORE NATURAL RESOURCES INC | $3,442 | 0.00% | 43 | -83 | -65.9% | -$6,644 | 重新持有 |
| MIDD | MIDDLEBY CORP | $3,441 | 0.00% | 20 | 4 | 25.0% | $688 | 加仓 |
| VSAT | VIASAT INC | $3,413 | 0.00% | 38 | 0 | 0.0% | — | 重新持有 |
| UEC | URANIUM ENERGY CORP | $3,401 | 0.00% | 319 | 319 | — | $3,401 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $3,398 | 0.00% | 42 | 40 | 2,000.0% | $3,236 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $3,379 | 0.00% | 100 | 100 | — | $3,379 | 新建仓 |