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
TNET TRINET GROUP INC $1,3860.00%28 28— $1,386 新建仓
NBTB NBT BANCORP INC $1,3840.00%28 28— $1,384 新建仓
AAT AMERICAN ASSETS TR INC $1,3830.00%56 46460.0% $1,136 重新持有
AKR ACADIA RLTY TR $1,3810.00%66 66— $1,381 新建仓
— NATIONAL STORAGE AFFILIATES $1,3790.00%31 624.0% $267 加仓
SXC SUNCOKE ENERGY INC $1,3690.00%170 170— $1,369 新建仓
PK PARK HOTELS & RESORTS INC $1,3680.00%96 4174.5% $584 加仓
TENB TENABLE HLDGS INC $1,3660.00%37 363,600.0% $1,329 重新持有
MYGN MYRIAD GENETICS INC $1,3600.00%238 179303.4% $1,023 重新持有
FRME FIRST MERCHANTS CORP $1,3560.00%31 1047.6% $437 重新持有
SMPL SIMPLY GOOD FOODS CO $1,3550.00%102 -82-44.6% -$1,089 减仓
ANF ABERCROMBIE & FITCH CO $1,3510.00%15 00.0% — 不变
SHAK SHAKE SHACK INC $1,3450.00%24 420.0% $224 加仓
TRMK TRUSTMARK CORP $1,3350.00%29 23383.3% $1,059 重新持有
HAFC HANMI FINL CORP $1,3290.00%41 31310.0% $1,005 重新持有
JBLU JETBLUE AIRWAYS CORP $1,3250.00%231 231— $1,325 新建仓
XP XP INC $1,3190.00%81 54200.0% $879 加仓
ALG ALAMO GROUP INC $1,3160.00%8 8— $1,316 新建仓
SONO SONOS INC $1,3140.00%97 -1,023-91.3% -$1.39万 减仓
CLDT CHATHAM LODGING TR $1,3110.00%99 81450.0% $1,073 重新持有
MNKD MANNKIND CORP $1,3090.00%307 2841,234.8% $1,211 重新持有
OCUL OCULAR THERAPEUTIX INC $1,3070.00%133 133— $1,307 新建仓
LKFN LAKELAND FINL CORP $1,2970.00%21 21— $1,297 新建仓
CTEV CLARITEV CORPORATION $1,2970.00%38 38— $1,297 新建仓
MLAB MESA LABS INC $1,2950.00%13 121,200.0% $1,195 重新持有
SKYW SKYWEST INC $1,2920.00%13 -40-75.5% -$3,975 重新持有
EQWL INVESCO EXCHANGE TRADED FD T $1,2910.00%10 00.0% — 不变
PUMP PROPETRO HLDG CORP $1,2910.00%90 90— $1,291 新建仓
AVUS AMERICAN CENTY ETF TR $1,2810.00%10 00.0% — 不变
NMIH NMI HLDGS INC $1,2750.00%31 1593.8% $617 重新持有
LTC LTC PPTYS INC $1,2690.00%33 323,200.0% $1,231 重新持有
IFS INTERCORP FINL SVCS INC $1,2540.00%22 22— $1,254 新建仓
MRTN MARTEN TRANS LTD $1,2500.00%72 72— $1,250 新建仓
NBHC NATIONAL BK HLDGS CORP $1,2450.00%28 16133.3% $711 重新持有
TNK TEEKAY TANKERS LTD $1,2340.00%19 19— $1,234 新建仓
KROS KEROS THERAPEUTICS INC $1,2100.00%113 1103,666.7% $1,178 重新持有
KNTK KINETIK HOLDINGS INC $1,2090.00%25 25— $1,209 新建仓
RDN RADIAN GROUP INC $1,2060.00%32 -180-84.9% -$6,784 重新持有
NNI NELNET INC $1,2010.00%9 9— $1,201 新建仓
BLSH BULLISH $1,1950.00%51 51— $1,195 新建仓
NMRK NEWMARK GROUP INC $1,1940.00%79 79— $1,194 新建仓
BFC BANK FIRST CORP $1,1880.00%8 8— $1,188 新建仓
CURB CURBLINE PPTYS CORP $1,1860.00%39 39— $1,186 新建仓
MMED MINIMED GROUP INC $1,1820.00%79 79— $1,182 新建仓
CTRI CENTURI HOLDINGS INC $1,1800.00%39 39— $1,180 新建仓
WABC WESTAMERICA BANCORPORATION $1,1740.00%20 11122.2% $646 重新持有
VKTX VIKING THERAPEUTICS INC $1,1720.00%30 -85-73.9% -$3,321 重新持有
SLVM SYLVAMO CORP $1,1720.00%31 303,000.0% $1,134 重新持有
— COHERUS ONCOLOGY INC $1,1700.00%836 570214.3% $798 加仓
FUL FULLER H B CO $1,1670.00%20 20— $1,167 新建仓
BSY BENTLEY SYS INC $1,1660.00%39 1456.0% $419 加仓
XERS XERIS BIOPHARMA HOLDINGS INC $1,1580.00%146 1447,200.0% $1,142 重新持有
OLLI OLLIES BARGAIN OUTLET HLDGS $1,1540.00%15 -50-76.9% -$3,847 减仓
KLAR KLARNA GROUP PLC $1,1540.00%57 57— $1,154 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $1,1490.00%18 18— $1,149 新建仓
CSTL CASTLE BIOSCIENCES INC $1,1460.00%48 48— $1,146 新建仓
OEC ORION S.A. $1,1410.00%172 1684,200.0% $1,114 重新持有
GTY GETTY RLTY CORP NEW $1,1350.00%34 34— $1,135 新建仓
MTRX MATRIX SVC CO $1,1240.00%82 818,100.0% $1,110 重新持有
CAPL CROSSAMERICA PARTNERS LP $1,1210.00%50 50— $1,121 新建仓
VG VENTURE GLOBAL INC $1,1200.00%101 11.0% $11 加仓
FOUR SHIFT4 PMTS INC $1,1190.00%23 315.0% $146 加仓
SKT TANGER INC $1,1060.00%28 28— $1,106 新建仓
NABL N-ABLE INC $1,1050.00%301 2989,933.3% $1,094 重新持有
PTEN PATTERSON-UTI ENERGY INC $1,0750.00%117 117— $1,075 新建仓
SHLS SHOALS TECHNOLOGIES GROUP IN $1,0700.00%108 108— $1,070 新建仓
— ROUNDHILL ETF TRUST $1,0690.00%20 00.0% — 不变
EBS EMERGENT BIOSOLUTIONS INC $1,0660.00%127 1181,311.1% $990 重新持有
SRCE 1ST SOURCE CORP $1,0610.00%13 10333.3% $816 重新持有
CWH CAMPING WORLD HLDGS INC $1,0610.00%139 139— $1,061 新建仓
VNOM VIPER ENERGY INC $1,0600.00%25 00.0% — 不变
ESE ESCO TECHNOLOGIES INC $1,0510.00%3 -22-88.0% -$7,707 重新持有
DFIN DONNELLEY FINL SOLUTIONS INC $1,0500.00%25 25— $1,050 新建仓
RRR RED ROCK RESORTS INC $1,0420.00%16 16— $1,042 新建仓
TRDA ENTRADA THERAPEUTICS INC $1,0380.00%141 141— $1,038 新建仓
KBR KBR INC $1,0370.00%30 -1,449-98.0% -$5.01万 重新持有
MWA MUELLER WTR PRODS INC $1,0340.00%40 40— $1,034 新建仓
ZIP ZIPRECRUITER INC $1,0280.00%274 2591,726.7% $972 重新持有
NGVC NATURAL GROCERS BY VITAMIN $1,0250.00%33 33— $1,025 新建仓
ORGO ORGANOGENESIS HLDGS INC $1,0190.00%419 419— $1,019 新建仓
CNMD CONMED CORP $1,0160.00%31 31— $1,016 新建仓
ASPN ASPEN AEROGELS INC $1,0150.00%160 160— $1,015 新建仓
ADNT ADIENT PLC $1,0120.00%55 55— $1,012 新建仓
COMP COMPASS INC $1,0120.00%82 82— $1,012 新建仓
RGNX REGENXBIO INC $1,0070.00%84 52162.5% $623 重新持有
MEI METHODE ELECTRS INC $1,0060.00%53 38253.3% $721 重新持有
CRC CALIFORNIA RES CORP $1,0050.00%19 13216.7% $688 重新持有
CWK CUSHMAN AND WAKEFIELD LTD $1,0050.00%75 75— $1,005 新建仓
MDXG MIMEDX GROUP INC $1,0050.00%261 2512,510.0% $966 重新持有
HHH HOWARD HUGHES HOLDINGS INC $1,0010.00%14 -5-26.3% -$358 重新持有
NVCR NOVOCURE LTD $1,0010.00%66 53407.7% $804 重新持有
VCYT VERACYTE INC $9990.00%17 -13-43.3% -$764 重新持有
ALT ALTIMMUNE INC $9980.00%328 288720.0% $876 加仓
CPNG COUPANG INC $9910.00%57 -1,037-94.8% -$1.80万 减仓
MTW MANITOWOC CO INC $9870.00%71 71— $987 新建仓
DX DYNEX CAP INC $9840.00%75 75— $984 新建仓
NWN NORTHWEST NAT HLDG CO $9830.00%20 -153-88.4% -$7,520 减仓
MC MOELIS & CO $9820.00%15 -74-83.1% -$4,845 重新持有
BILL BILL HOLDINGS INC $9770.00%27 312.5% $109 加仓
FISI FINANCIAL INSTITUTIONS INC $9750.00%25 231,150.0% $897 重新持有