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
MUR MURPHY OIL CORP $2,5080.00%77 -5,929-98.7% -$19.31万 减仓
AU ANGLOGOLD ASHANTI PLC $2,5080.00%31 28933.3% $2,265 重新持有
CZWI CITIZENS CMNTY BANCORP INC M $2,5030.00%107 107— $2,503 新建仓
CC CHEMOURS CO $2,4830.00%121 5583.3% $1,129 加仓
ICHR ICHOR HOLDINGS $2,4710.00%22 22— $2,471 新建仓
HPP HUDSON PACIFIC PROPERTIES IN $2,4620.00%162 162— $2,462 新建仓
— INVESCO ACTIVELY MANAGED EXC $2,4620.00%24 24— $2,462 新建仓
SBCF SEACOAST BKG CORP FLA $2,4610.00%74 74— $2,461 新建仓
DJT TRUMP MEDIA & TECHNOLOGY GRO $2,4550.00%317 15696.9% $1,208 加仓
BLBD BLUE BIRD CORP $2,4490.00%31 303,000.0% $2,370 重新持有
CLVT CLARIVATE PLC $2,4480.00%1,133 1,0351,056.1% $2,236 重新持有
— SURO CAPITAL CORP $2,4460.00%195 195— $2,446 新建仓
KBH KB HOME $2,4420.00%39 1995.0% $1,190 加仓
MTX MINERALS TECHNOLOGIES INC $2,4420.00%33 311,550.0% $2,294 重新持有
KOS KOSMOS ENERGY LTD $2,4230.00%1,148 1,148— $2,423 新建仓
PMT PENNYMAC MTG INVT TR $2,4140.00%214 -2,586-92.4% -$2.92万 重新持有
LIFE ETHOS TECHNOLOGIES INC $2,4130.00%133 133— $2,413 新建仓
ASIX ADVANSIX INC $2,4070.00%121 97404.2% $1,930 加仓
TRNO TERRENO RLTY CORP $2,3980.00%37 -64-63.4% -$4,148 重新持有
STRA STRATEGIC ED INC $2,3770.00%31 22244.4% $1,687 重新持有
GPOR GULFPORT ENERGY CORP $2,3770.00%14 131,300.0% $2,207 重新持有
OFG OFG BANCORP $2,3570.00%48 48— $2,357 新建仓
— CANAAN INC $2,3550.00%8,200 5,040159.5% $1,447 加仓
EZPW EZCORP INC $2,3510.00%68 631,260.0% $2,178 重新持有
CARE CARTER BANKSHARES INC $2,3480.00%69 69— $2,348 新建仓
INDB INDEPENDENT BK CORP MASS $2,3450.00%28 28— $2,345 新建仓
AGIO AGIOS PHARMACEUTICALS INC $2,3390.00%63 63— $2,339 新建仓
HCSG HEALTHCARE SVCS GROUP INC $2,3340.00%95 56143.6% $1,376 重新持有
BKU BANKUNITED INC $2,3260.00%48 48— $2,326 新建仓
CTO CTO RLTY GROWTH INC NEW $2,3240.00%108 -1,681-94.0% -$3.62万 重新持有
PALL ABRDN PALLADIUM ETF TRUST $2,3190.00%105 00.0% — 不变
DEI DOUGLAS EMMETT INC $2,3130.00%196 196— $2,313 新建仓
LMB LIMBACH HLDGS INC $2,3100.00%30 30— $2,310 新建仓
— TIDAL TRUST II $2,2980.00%200 00.0% — 不变
GHC GRAHAM HLDGS CO $2,2830.00%2 1100.0% $1,142 加仓
VSTM VERASTEM INC $2,2780.00%596 18043.3% $688 加仓
VNDA VANDA PHARMACEUTICALS INC $2,2710.00%371 3481,513.0% $2,130 重新持有
PAYS PAYSIGN INC $2,2620.00%276 181190.5% $1,483 加仓
QTWO Q2 HLDGS INC $2,2610.00%47 820.5% $385 重新持有
CXT CRANE NXT CO $2,2520.00%44 -4-8.3% -$205 减仓
PRGS PROGRESS SOFTWARE CORP $2,2510.00%67 621,240.0% $2,083 重新持有
WMG WARNER MUSIC GROUP CORP $2,2480.00%83 46124.3% $1,246 加仓
MBLY MOBILEYE GLOBAL INC $2,2370.00%231 231— $2,237 新建仓
IIIN INSTEEL INDS INC $2,2350.00%74 723,600.0% $2,175 重新持有
MDU MDU RES GROUP INC $2,2280.00%105 -471-81.8% -$9,994 重新持有
PAA PLAINS ALL AMERN PIPELINE L $2,2260.00%100 00.0% — 不变
— MFS INTER INCOME TR $2,2230.00%900 00.0% — 不变
HRMY HARMONY BIOSCIENCES HLDGS IN $2,2220.00%61 -1,117-94.8% -$4.07万 重新持有
ECO OKEANIS ECO TANKERS COR $2,2060.00%44 44— $2,206 新建仓
NEXA NEXA RES S A $2,2040.00%180 180— $2,204 新建仓
NATR NATURES SUNSHINE PRODS INC $2,2020.00%101 -1,834-94.8% -$4.00万 重新持有
ITRN ITURAN LOCATION AND CONTROL $2,1970.00%36 36— $2,197 新建仓
UMH UMH PPTYS INC $2,1960.00%145 1341,218.2% $2,029 重新持有
TECH BIO-TECHNE CORP $2,1910.00%31 414.8% $283 加仓
GRAL GRAIL INC $2,1860.00%32 313,100.0% $2,118 加仓
INR INFINITY NAT RES INC $2,1850.00%172 1621,620.0% $2,058 加仓
EWW ISHARES INC $2,1830.00%29 29— $2,183 新建仓
— CADRENAL THERAPEUTICS INC $2,1710.00%650 500333.3% $1,670 重新持有
AAON AAON INC $2,1570.00%17 213.3% $254 加仓
WASH WASHINGTON TR BANCORP INC $2,1540.00%59 561,866.7% $2,044 重新持有
— ALTISOURCE PORTFOLIO SOLUTIO $2,1230.00%283 00.0% — 不变
CADL CANDEL THERAPEUTICS INC $2,1220.00%206 206— $2,122 新建仓
LIND LINDBLAD EXPEDITIONS HLDGS I $2,1190.00%75 68971.4% $1,921 重新持有
JIVE J P MORGAN EXCHANGE TRADED F $2,1150.00%23 00.0% — 不变
ADTN ADTRAN HOLDINGS INC $2,1140.00%152 152— $2,114 新建仓
DXC DXC TECHNOLOGY CO $2,1070.00%238 137135.6% $1,213 加仓
THO THOR INDS INC $2,1050.00%28 840.0% $601 加仓
FFBC 1ST FINL BANCORP $2,0980.00%62 62— $2,098 新建仓
HAYW HAYWARD HLDGS INC $2,0950.00%121 -2,143-94.7% -$3.71万 减仓
MHO M/I HOMES INC $2,0910.00%13 13— $2,091 新建仓
ATEC ALPHATEC HLDGS INC $2,0770.00%240 209674.2% $1,809 加仓
BWIN THE BALDWIN INSURANCE GRP IN $2,0740.00%78 78— $2,074 新建仓
ORA ORMAT TECHNOLOGIES INC $2,0700.00%19 426.7% $436 加仓
SPFI SOUTH PLAINS FINANCIAL INC $2,0690.00%48 462,300.0% $1,983 重新持有
EFXT ENERFLEX LTD $2,0590.00%84 84— $2,059 新建仓
BBW BUILD-A-BEAR WORKSHOP INC $2,0510.00%67 00.0% — 不变
CATY CATHAY GEN BANCORP $2,0460.00%33 33— $2,046 新建仓
EFOR EVERFORTH INC $2,0380.00%114 -238-67.6% -$4,255 重新持有
— FLYEXCLUSIVE INC $2,0360.00%1,018 1,018— $2,036 新建仓
AMG AFFILIATED MANAGERS GROUP $2,0310.00%6 00.0% — 不变
GXO GXO LOGISTICS INCORPORATED $2,0280.00%40 -120-75.0% -$6,084 减仓
CPRI CAPRI HOLDINGS LIMITED $2,0250.00%109 5498.2% $1,003 加仓
LPG DORIAN LPG LTD $2,0180.00%58 58— $2,018 新建仓
FIVN FIVE9 INC $2,0050.00%94 69276.0% $1,472 加仓
— GLOBAL INDEMNITY GROUP LLC $1,9780.00%79 -1,375-94.6% -$3.44万 重新持有
EELV INVESCO EXCH TRADED FD TR II $1,9740.00%71 71— $1,974 新建仓
HTO H2O AMERICA $1,9450.00%32 29966.7% $1,763 重新持有
ADMA ADMA BIOLOGICS INC $1,9430.00%232 2171,446.7% $1,817 加仓
KWR QUAKER HOUGHTON $1,9430.00%12 12— $1,943 新建仓
REX REX AMERICAN RES CORP $1,9430.00%43 43— $1,943 新建仓
EXLS EXLSERVICE HLDGS INC $1,9400.00%75 3066.7% $776 加仓
BBIO BRIDGEBIO PHARMA INC $1,9380.00%26 19271.4% $1,416 加仓
AMSF AMERISAFE INC $1,9290.00%57 -600-91.3% -$2.03万 重新持有
QLYS QUALYS INC $1,9250.00%14 440.0% $550 加仓
ELF E L F BEAUTY INC $1,9240.00%26 313.0% $222 加仓
ONB OLD NATL BANCORP IND $1,9170.00%74 22.8% $52 加仓
KODK EASTMAN KODAK CO $1,9150.00%207 207— $1,915 新建仓
RDVT RED VIOLET INC $1,9120.00%30 20200.0% $1,275 加仓
HAUZ DBX ETF TR $1,9060.00%85 00.0% — 不变
NMAX NEWSMAX INC $1,8970.00%229 2914.5% $240 加仓