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
CMCO COLUMBUS MCKINNON CORP N Y $3,3450.00%221 -18-7.5% -$272 减仓
MAT MATTEL INC $3,3450.00%241 146153.7% $2,026 加仓
VECO VEECO INSTRS INC DEL $3,3360.00%44 44— $3,336 新建仓
HCI HCI GROUP INC $3,3300.00%19 318.8% $526 重新持有
LQDA LIQUIDIA CORPORATION $3,3260.00%42 -9-17.6% -$713 减仓
DNTH DIANTHUS THERAPEUTICS INC $3,3150.00%34 34— $3,315 新建仓
AVA AVISTA CORP $3,3140.00%81 81— $3,314 新建仓
HTH HILLTOP HLDGS INC $3,2980.00%85 3673.5% $1,397 加仓
PLAB PHOTRONICS INC $3,2860.00%101 81405.0% $2,635 加仓
KRT KARAT PACKAGING INC $3,2800.00%98 -1,395-93.4% -$4.67万 重新持有
ACIW ACI WORLDWIDE INC $3,2700.00%65 -57-46.7% -$2,868 重新持有
SPB SPECTRUM BRANDS HOLDINGS INC $3,2590.00%38 351,166.7% $3,002 重新持有
VCEL VERICEL CORP $3,2440.00%73 73— $3,244 新建仓
PFXF VANECK ETF TRUST $3,2290.00%181 21.1% $36 加仓
CSV CARRIAGE SVCS INC $3,2210.00%84 -1,880-95.7% -$7.21万 重新持有
KLIC KULICKE & SOFFA INDS INC $3,2110.00%24 960.0% $1,204 重新持有
HOS HELIX ENERGY SOLUTIONS GRP I $3,2080.00%367 367— $3,208 新建仓
IBOC INTERNATIONAL BANCSHARES COR $3,1910.00%42 27180.0% $2,051 加仓
CDX SIMPLIFY EXCHANGE TRADED FUN $3,1680.00%150 -125-45.5% -$2,640 减仓
KVYO KLAVIYO INC $3,1420.00%208 2045,100.0% $3,082 重新持有
NB NIOCORP DEVS LTD $3,1380.00%651 651— $3,138 新建仓
AVAH AVEANNA HEALTHCARE HLDGS INC $3,1380.00%366 3522,514.3% $3,018 重新持有
REPX RILEY EXPLORATION PERMIAN IN $3,1320.00%95 95— $3,132 新建仓
SYSB ISHARES TR $3,1300.00%35 35— $3,130 新建仓
— ATKORE INC $3,1190.00%41 41— $3,119 新建仓
PZA INVESCO EXCH TRADED FD TR II $3,1050.00%132 132— $3,105 新建仓
WAY WAYSTAR HLDG CORP $3,1010.00%151 100196.1% $2,054 重新持有
ASAN ASANA INC $3,1010.00%443 4151,482.1% $2,905 重新持有
WKC WORLD KINECT CORPORATION $3,0970.00%94 -2,539-96.4% -$8.37万 重新持有
LFST LIFESTANCE HEALTH GROUP INC $3,0960.00%289 289— $3,096 新建仓
— CHEGG INC $3,0920.00%3,061 00.0% — 不变
VLY VALLEY NATL BANCORP $3,0920.00%211 106101.0% $1,553 加仓
GTX GARRETT MOTION INC $3,0810.00%85 -2-2.3% -$72 减仓
LPX LOUISIANA PAC CORP $3,0690.00%39 24160.0% $1,889 加仓
ALGM ALLEGRO MICROSYSTEMS INC $3,0640.00%44 1133.3% $766 加仓
VRNS VARONIS SYS INC $3,0640.00%73 48192.0% $2,015 重新持有
ATMU ATMUS FILTRATION TECHNOLOGIE $3,0600.00%60 60— $3,060 新建仓
BHVN BIOHAVEN LTD $3,0520.00%205 174561.3% $2,590 重新持有
GRRR GORILLA TECHNOLOGY GROUP INC $3,0420.00%153 5353.0% $1,054 加仓
IPAR INTERPARFUMS INC $3,0210.00%27 27— $3,021 新建仓
AAMI ACADIAN ASSET MANAGEMENT INC $3,0050.00%42 38950.0% $2,719 重新持有
DLB DOLBY LABORATORIES INC $2,9980.00%57 42280.0% $2,209 加仓
CMP COMPASS MINERALS INTL INC $2,9890.00%96 96— $2,989 新建仓
HURN HURON CONSULTING GROUP INC $2,9760.00%33 -789-96.0% -$7.12万 重新持有
MBC MASTERBRAND INC $2,9550.00%287 5222.1% $535 加仓
NRIM NORTHRIM BANCORP INC $2,9410.00%106 -1,403-93.0% -$3.89万 重新持有
RSPG INVESCO EXCHANGE TRADED FD T $2,9390.00%30 00.0% — 不变
CRVL CORVEL CORP $2,9390.00%47 47— $2,939 新建仓
KFY KORN FERRY $2,9300.00%44 -565-92.8% -$3.76万 重新持有
— CHART INDS INC $2,9260.00%14 -58-80.6% -$1.21万 减仓
BOKF BOK FINL CORP $2,9180.00%21 18600.0% $2,501 加仓
DAKT DAKTRONICS INC $2,8950.00%148 -2,745-94.9% -$5.37万 重新持有
LZB LA Z BOY INC $2,8900.00%72 72— $2,890 新建仓
BRBR BELLRING BRANDS INC $2,8600.00%221 181452.5% $2,342 加仓
UCB UNITED CMNTY BKS BLAIRSVLE G $2,8430.00%81 81— $2,843 新建仓
CRI CARTERS INC $2,8410.00%69 673,350.0% $2,759 重新持有
URBN URBAN OUTFITTERS INC $2,8350.00%40 -732-94.8% -$5.19万 重新持有
YETI YETI HLDGS INC $2,8250.00%57 -12-17.4% -$595 减仓
CRSR CORSAIR GAMING INC $2,8240.00%292 2781,985.7% $2,689 重新持有
UFPI UFP INDUSTRIES INC $2,8130.00%31 1155.0% $998 加仓
ENR ENERGIZER HLDGS INC $2,8090.00%131 1412.0% $300 加仓
CVEO CIVEO CORP CDA $2,8000.00%80 -1,458-94.8% -$5.10万 重新持有
ROBO EXCHANGE TRADED CONCEPTS TRU $2,7940.00%33 -592-94.7% -$5.01万 减仓
RVLV REVOLVE GROUP INC $2,7940.00%122 97388.0% $2,221 加仓
ARMK ARAMARK $2,7890.00%49 -5,605-99.1% -$31.90万 减仓
RIG TRANSOCEAN LTD $2,7790.00%568 8818.3% $431 加仓
DBP INVESCO DB MULTI-SECTOR COMM $2,7750.00%30 520.0% $462 加仓
BOH BANK HAWAII CORP $2,7720.00%34 321,600.0% $2,609 重新持有
JGRO J P MORGAN EXCHANGE TRADED F $2,7680.00%28 00.0% — 不变
GRNY TIDAL TRUST I $2,7650.00%100 00.0% — 不变
CCC CCC INTELLIGENT SOLUTIONS HL $2,7610.00%535 -3,673-87.3% -$1.90万 减仓
REXR REXFORD INDL RLTY INC $2,7470.00%82 3782.2% $1,240 加仓
— ALTISOURCE PORTFOLIO SOLUTIO $2,7350.00%9,766 00.0% — 不变
SCYB SCHWAB STRATEGIC TR $2,7230.00%104 00.0% — 不变
— DRAGANFLY INC. $2,7100.00%500 00.0% — 不变
WRLD WORLD ACCEP CORPORATION $2,6870.00%12 9300.0% $2,015 重新持有
OMDA OMADA HEALTH INC $2,6780.00%122 122— $2,678 新建仓
DRD DRDGOLD LIMITED $2,6630.00%125 125— $2,663 新建仓
BRC BRADY CORP $2,6560.00%29 29— $2,656 新建仓
ULS UL SOLUTIONS INC $2,6490.00%26 313.0% $306 加仓
BTBT BIT DIGITAL INC $2,6460.00%1,470 00.0% — 不变
TGTX TG THERAPEUTICS INC $2,6380.00%48 -89-65.0% -$4,891 重新持有
BOOT BOOT BARN HLDGS INC $2,6290.00%16 -8-33.3% -$1,314 重新持有
PXH INVESCO EXCH TRADED FD TR II $2,6210.00%94 -1-1.1% -$28 减仓
EPR EPR PPTYS $2,6110.00%45 25125.0% $1,451 加仓
FBP FIRST BANCORP CORPORATION $2,6080.00%100 100— $2,608 新建仓
TSEM TOWER SEMICONDUCTOR LTD $2,6070.00%10 -95-90.5% -$2.48万 减仓
TE T1 ENERGY INC $2,6070.00%275 00.0% — 不变
UAA UNDER ARMOUR INC $2,5880.00%405 -23,659-98.3% -$15.12万 减仓
COHU COHU INC $2,5880.00%35 35— $2,588 新建仓
NAMS NEWAMSTERDAM PHARMA COMPANY $2,5760.00%76 76— $2,576 新建仓
CALF PACER FDS TR $2,5660.00%51 51— $2,566 新建仓
APAM ARTISAN PARTNERS ASSET MGMT $2,5560.00%74 74— $2,556 新建仓
— PROSHARES TR $2,5430.00%50 00.0% — 不变
CMPR CIMPRESS PLC $2,5430.00%25 22733.3% $2,238 重新持有
KDK KODIAK AI INC. $2,5400.00%500 00.0% — 不变
COLM COLUMBIA SPORTSWEAR CO $2,5350.00%41 00.0% — 不变
GEF GREIF INC $2,5330.00%34 -27-44.3% -$2,012 重新持有
VSH VISHAY INTERTECHNOLOGY INC $2,5290.00%47 47— $2,529 新建仓
HL HECLA MINING COMPANY $2,5160.00%163 1510.1% $232 加仓