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 |
|---|---|---|---|---|---|---|---|---|
| GCT | GIGACLOUD TECHNOLOGY INC | $1,896 | 0.00% | 60 | 60 | — | $1,896 | 新建仓 |
| BDN | BRANDYWINE RLTY TR | $1,894 | 0.00% | 597 | 590 | 8,428.6% | $1,872 | 重新持有 |
| OTTR | OTTER TAIL CORP | $1,890 | 0.00% | 21 | 21 | — | $1,890 | 新建仓 |
| EBND | SPDR SERIES TRUST | $1,883 | 0.00% | 90 | -3 | -3.2% | -$63 | 减仓 |
| MCB | METROPOLITAN BK HLDG CORP | $1,877 | 0.00% | 19 | 19 | — | $1,877 | 新建仓 |
| TXNM | TXNM ENERGY INC | $1,875 | 0.00% | 33 | 8 | 32.0% | $455 | 加仓 |
| HZO | MARINEMAX INC | $1,868 | 0.00% | 51 | 1 | 2.0% | $37 | 加仓 |
| OII | OCEANEERING INTL INC | $1,865 | 0.00% | 46 | 32 | 228.6% | $1,297 | 重新持有 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $1,859 | 0.00% | 75 | -500 | -87.0% | -$1.24万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $1,859 | 0.00% | 48 | 47 | 4,700.0% | $1,820 | 重新持有 |
| BUSE | FIRST BUSEY CORP | $1,859 | 0.00% | 63 | 63 | — | $1,859 | 新建仓 |
| BCPC | BALCHEM CORP | $1,859 | 0.00% | 11 | -18 | -62.1% | -$3,042 | 重新持有 |
| VGNT | VERSIGENT PLC | $1,849 | 0.00% | 44 | 44 | — | $1,849 | 新建仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,839 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $1,838 | 0.00% | 15 | 15 | — | $1,838 | 新建仓 |
| PLUS | EPLUS INC | $1,832 | 0.00% | 22 | 22 | — | $1,832 | 新建仓 |
| BANR | BANNER CORP | $1,795 | 0.00% | 27 | 27 | — | $1,795 | 新建仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $1,792 | 0.00% | 25 | 5 | 25.0% | $358 | 加仓 |
| MTRN | MATERION CORP | $1,785 | 0.00% | 6 | 5 | 500.0% | $1,488 | 重新持有 |
| NIO | NIO INC | $1,771 | 0.00% | 350 | 273 | 354.5% | $1,381 | 加仓 |
| SSL | SASOL LTD | $1,768 | 0.00% | 180 | 180 | — | $1,768 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $1,767 | 0.00% | 643 | 100 | 18.4% | $275 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $1,754 | 0.00% | 21 | 3 | 16.7% | $251 | 加仓 |
| NEO | NEOGENOMICS INC | $1,752 | 0.00% | 120 | 120 | — | $1,752 | 新建仓 |
| RHI | ROBERT HALF INC. | $1,750 | 0.00% | 57 | -128 | -69.2% | -$3,930 | 重新持有 |
| PFS | PROVIDENT FINL SVCS INC | $1,750 | 0.00% | 74 | 74 | — | $1,750 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $1,739 | 0.00% | 136 | -964 | -87.6% | -$1.23万 | 重新持有 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $1,734 | 0.00% | 394 | -7,338 | -94.9% | -$3.23万 | 重新持有 |
| APLE | APPLE HOSPITALITY REIT INC | $1,732 | 0.00% | 103 | 103 | — | $1,732 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $1,730 | 0.00% | 33 | -149 | -81.9% | -$7,811 | 重新持有 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $1,719 | 0.00% | 34 | -103 | -75.2% | -$5,208 | 重新持有 |
| CMPX | COMPASS THERAPEUTICS INC | $1,716 | 0.00% | 783 | 783 | — | $1,716 | 新建仓 |
| MCRI | MONARCH CASINO & RESORT INC | $1,712 | 0.00% | 13 | 13 | — | $1,712 | 新建仓 |
| FLO | FLOWERS FOODS INC | $1,700 | 0.00% | 215 | 135 | 168.8% | $1,067 | 加仓 |
| LEN/B | LENNAR CORP | $1,686 | 0.00% | 19 | 15 | 375.0% | $1,331 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $1,682 | 0.00% | 20 | 20 | — | $1,682 | 新建仓 |
| — | MICROBOT MED INC | $1,677 | 0.00% | 860 | 585 | 212.7% | $1,141 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $1,676 | 0.00% | 57 | 2 | 3.6% | $59 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $1,660 | 0.00% | 111 | 45 | 68.2% | $673 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,651 | 0.00% | 68 | 68 | — | $1,651 | 新建仓 |
| NTST | NETSTREIT CORP | $1,649 | 0.00% | 78 | 78 | — | $1,649 | 新建仓 |
| ONDS | ONDAS INC | $1,648 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SARO | STANDARDAERO INC | $1,646 | 0.00% | 55 | 20 | 57.1% | $599 | 加仓 |
| WGO | WINNEBAGO INDS INC | $1,625 | 0.00% | 52 | -814 | -94.0% | -$2.54万 | 重新持有 |
| MMI | MARCUS & MILLICHAP INC | $1,622 | 0.00% | 52 | 52 | — | $1,622 | 新建仓 |
| SMTC | SEMTECH CORP | $1,619 | 0.00% | 10 | -1,823 | -99.5% | -$29.51万 | 重新持有 |
| AHR | AMERICAN HEALTHCARE REIT INC | $1,617 | 0.00% | 31 | 6 | 24.0% | $313 | 加仓 |
| RING | ISHARES INC | $1,615 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $1,613 | 0.00% | 11 | 3 | 37.5% | $440 | 重新持有 |
| MOV | MOVADO GROUP INC | $1,612 | 0.00% | 41 | 36 | 720.0% | $1,415 | 重新持有 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $1,611 | 0.00% | 24 | 24 | — | $1,611 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $1,609 | 0.00% | 8 | -10 | -55.6% | -$2,011 | 重新持有 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,604 | 0.00% | 160 | 101 | 171.2% | $1,013 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1,602 | 0.00% | 28 | 28 | — | $1,602 | 新建仓 |
| DNLI | DENALI THERAPEUTICS INC | $1,595 | 0.00% | 62 | -737,928 | -100.0% | -$1,898.38万 | 减仓 |
| LAZ | LAZARD INC | $1,595 | 0.00% | 38 | 38 | — | $1,595 | 新建仓 |
| CBL | CBL & ASSOC PPTYS INC | $1,594 | 0.00% | 30 | 22 | 275.0% | $1,169 | 重新持有 |
| CHCO | CITY HLDG CO | $1,593 | 0.00% | 12 | 12 | — | $1,593 | 新建仓 |
| — | QORVO INC | $1,587 | 0.00% | 17 | 8 | 88.9% | $747 | 加仓 |
| SFIX | STITCH FIX INC | $1,583 | 0.00% | 385 | 375 | 3,750.0% | $1,542 | 加仓 |
| — | JOINT CORP | $1,581 | 0.00% | 180 | 180 | — | $1,581 | 新建仓 |
| PBI | PITNEY BOWES INC | $1,577 | 0.00% | 90 | 85 | 1,700.0% | $1,489 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $1,571 | 0.00% | 108 | 3 | 2.9% | $44 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $1,571 | 0.00% | 79 | 79 | — | $1,571 | 新建仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,566 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BANF | BANCFIRST CORP | $1,556 | 0.00% | 14 | 14 | — | $1,556 | 新建仓 |
| FUBO | FUBOTV INC | $1,555 | 0.00% | 169 | -539 | -76.1% | -$4,959 | 减仓 |
| ICF | ISHARES TR | $1,555 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $1,554 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| ENOV | ENOVIS CORPORATION | $1,554 | 0.00% | 75 | -20 | -21.1% | -$414 | 重新持有 |
| EPAC | ENERPAC TOOL GROUP CORP | $1,543 | 0.00% | 43 | 43 | — | $1,543 | 新建仓 |
| BUR | BURFORD CAPITAL LIMITED | $1,535 | 0.00% | 374 | 346 | 1,235.7% | $1,420 | 重新持有 |
| SLAB | SILICON LABORATORIES INC | $1,531 | 0.00% | 7 | -3 | -30.0% | -$656 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1,530 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| LFTO | LIFTOFF MOBILE INC | $1,514 | 0.00% | 63 | 63 | — | $1,514 | 新建仓 |
| RWT | REDWOOD TRUST INC | $1,513 | 0.00% | 319 | -5,109 | -94.1% | -$2.42万 | 重新持有 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $1,511 | 0.00% | 40 | -369 | -90.2% | -$1.39万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $1,509 | 0.00% | 28 | 28 | — | $1,509 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,507 | 0.00% | 19 | 7 | 58.3% | $555 | 加仓 |
| KTB | KONTOOR BRANDS INC | $1,501 | 0.00% | 18 | 5 | 38.5% | $417 | 加仓 |
| GOLD | GOLD COM INC | $1,499 | 0.00% | 36 | 36 | — | $1,499 | 新建仓 |
| — | HERON THERAPEUTICS INC | $1,494 | 0.00% | 3,498 | 298 | 9.3% | $127 | 加仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $1,487 | 0.00% | 122 | 106 | 662.5% | $1,292 | 重新持有 |
| LNN | LINDSAY CORP | $1,486 | 0.00% | 12 | 12 | — | $1,486 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $1,484 | 0.00% | 29 | 18 | 163.6% | $921 | 重新持有 |
| — | FIDELITY ETHEREUM FD | $1,480 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC | $1,470 | 0.00% | 2 | 2 | — | $1,470 | 新建仓 |
| TREE | LENDINGTREE INC | $1,463 | 0.00% | 33 | 33 | — | $1,463 | 新建仓 |
| SIGI | SELECTIVE INS GROUP INC | $1,456 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| IDYA | IDEAYA BIOSCIENCES INC | $1,454 | 0.00% | 39 | 39 | — | $1,454 | 新建仓 |
| FHI | FEDERATED HERMES INC | $1,436 | 0.00% | 26 | -222 | -89.5% | -$1.23万 | 重新持有 |
| RXO | RXO INC | $1,435 | 0.00% | 52 | 52 | — | $1,435 | 新建仓 |
| ALTO | ALTO INGREDIENTS INC | $1,425 | 0.00% | 250 | 250 | — | $1,425 | 新建仓 |
| — | SEANERGY MARITIME HLDGS CORP | $1,411 | 0.00% | 105 | 105 | — | $1,411 | 新建仓 |
| AIPO | TIDAL TRUST II | $1,404 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $1,397 | 0.00% | 28 | 28 | — | $1,397 | 新建仓 |
| CIFR | CIPHER DIGITAL INC | $1,397 | 0.00% | 57 | 57 | — | $1,397 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $1,395 | 0.00% | 609 | 413 | 210.7% | $946 | 重新持有 |
| SPLV | INVESCO EXCH TRADED FD TR II | $1,389 | 0.00% | 19 | 1 | 5.6% | $73 | 加仓 |
| CERT | CERTARA INC | $1,389 | 0.00% | 212 | 212 | — | $1,389 | 新建仓 |