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 |
|---|---|---|---|---|---|---|---|---|
| TSSI | TSS INC DEL | $972 | 0.00% | 79 | 79 | — | $972 | 新建仓 |
| ACDC | PROFRAC HLDG CORP | $971 | 0.00% | 167 | 135 | 421.9% | $785 | 重新持有 |
| — | LIFEMD INC | $971 | 0.00% | 235 | 235 | — | $971 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $970 | 0.00% | 34 | 34 | — | $970 | 新建仓 |
| — | BRT APARTMENTS CORP | $969 | 0.00% | 63 | -1,150 | -94.8% | -$1.77万 | 重新持有 |
| HIW | HIGHWOODS PPTYS INC | $966 | 0.00% | 32 | -23 | -41.8% | -$694 | 重新持有 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $963 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| APOG | APOGEE ENTERPRISES INC | $961 | 0.00% | 21 | 21 | — | $961 | 新建仓 |
| NUVB | NUVATION BIO INC | $961 | 0.00% | 169 | 139 | 463.3% | $790 | 重新持有 |
| TRIP | TRIPADVISOR INC | $960 | 0.00% | 70 | 70 | — | $960 | 新建仓 |
| FG | F&G ANNUITIES & LIFE INC | $959 | 0.00% | 36 | 27 | 300.0% | $719 | 加仓 |
| HOPE | HOPE BANCORP INC | $958 | 0.00% | 70 | 70 | — | $958 | 新建仓 |
| TLS | TELOS CORP MD | $953 | 0.00% | 207 | 191 | 1,193.8% | $879 | 重新持有 |
| LRN | STRIDE INC | $949 | 0.00% | 11 | -1 | -8.3% | -$86 | 重新持有 |
| UTL | UNITIL CORP | $949 | 0.00% | 18 | 18 | — | $949 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $948 | 0.00% | 14 | 14 | — | $948 | 新建仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $937 | 0.00% | 30 | -170 | -85.0% | -$5,310 | 重新持有 |
| XNCR | XENCOR INC | $935 | 0.00% | 58 | 58 | — | $935 | 新建仓 |
| BCC | BOISE CASCADE CO DEL | $933 | 0.00% | 12 | 12 | — | $933 | 新建仓 |
| — | BAKKT INC | $923 | 0.00% | 118 | 9 | 8.3% | $70 | 加仓 |
| CON | CONCENTRA GROUP HOLDINGS PAR | $923 | 0.00% | 31 | 31 | — | $923 | 新建仓 |
| DEA | EASTERLY GOVT PPTYS INC | $923 | 0.00% | 37 | 34 | 1,133.3% | $848 | 重新持有 |
| PAX | PATRIA INVESTMENTS LIMITED | $923 | 0.00% | 84 | 84 | — | $923 | 新建仓 |
| TYRA | TYRA BIOSCIENCES INC | $921 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SYBT | STOCK YDS BANCORP INC | $918 | 0.00% | 12 | 12 | — | $918 | 新建仓 |
| ARTY | ISHARES TR | $917 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CWCO | CONSOLIDATED WATER CO INC | $915 | 0.00% | 31 | 31 | — | $915 | 新建仓 |
| NVAX | NOVAVAX INC | $915 | 0.00% | 97 | 97 | — | $915 | 新建仓 |
| — | CARDIFF ONCOLOGY INC | $910 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $910 | 0.00% | 179 | 174 | 3,480.0% | $885 | 加仓 |
| — | PROSHARES TR | $909 | 0.00% | 14 | -26 | -65.0% | -$1,688 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $909 | 0.00% | 90 | 90 | — | $909 | 新建仓 |
| EIG | EMPLOYERS HLDGS INC | $909 | 0.00% | 18 | -603 | -97.1% | -$3.05万 | 重新持有 |
| PJT | PJT PARTNERS INC | $906 | 0.00% | 6 | -51 | -89.5% | -$7,701 | 重新持有 |
| SHO | SUNSTONE HOTEL INVS INC NEW | $905 | 0.00% | 79 | 79 | — | $905 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $898 | 0.00% | 11 | -98 | -89.9% | -$8,000 | 重新持有 |
| DOLE | DOLE PLC | $893 | 0.00% | 65 | 60 | 1,200.0% | $824 | 重新持有 |
| — | EHEALTH INC | $884 | 0.00% | 593 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $882 | 0.00% | 15 | 15 | — | $882 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $882 | 0.00% | 17 | 17 | — | $882 | 新建仓 |
| THRY | THRYV HLDGS INC | $871 | 0.00% | 221 | -1,831 | -89.2% | -$7,216 | 减仓 |
| ACT | ENACT HLDGS INC | $869 | 0.00% | 19 | 19 | — | $869 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $863 | 0.00% | 12 | 12 | — | $863 | 新建仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $861 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES INC | $859 | 0.00% | 21 | 21 | — | $859 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $854 | 0.00% | 8 | 4 | 100.0% | $427 | 重新持有 |
| QTTB | Q32 BIO INC | $854 | 0.00% | 67 | 67 | — | $854 | 新建仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $850 | 0.00% | 69 | 64 | 1,280.0% | $788 | 重新持有 |
| MGRC | MCGRATH RENTCORP | $848 | 0.00% | 7 | -6,187 | -99.9% | -$74.95万 | 减仓 |
| WINA | WINMARK CORP | $848 | 0.00% | 2 | 2 | — | $848 | 新建仓 |
| ZG | ZILLOW GROUP INC | $847 | 0.00% | 27 | 9 | 50.0% | $282 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $844 | 0.00% | 25 | 25 | — | $844 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $842 | 0.00% | 20 | -1,162 | -98.3% | -$4.89万 | 重新持有 |
| ECPG | ENCORE CAP GROUP INC | $840 | 0.00% | 9 | -3 | -25.0% | -$280 | 重新持有 |
| SCL | STEPAN CO | $837 | 0.00% | 15 | 8 | 114.3% | $446 | 重新持有 |
| CSW | CSW INDUSTRIALS INC | $836 | 0.00% | 3 | -10 | -76.9% | -$2,787 | 重新持有 |
| UVSP | UNIVEST FINANCIAL CORPORATIO | $832 | 0.00% | 19 | 17 | 850.0% | $744 | 重新持有 |
| URA | GLOBAL X FDS | $831 | 0.00% | 19 | 8 | 72.7% | $350 | 加仓 |
| ALX | ALEXANDERS INC | $827 | 0.00% | 3 | 3 | — | $827 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $825 | 0.00% | 76 | -3,648 | -98.0% | -$3.96万 | 重新持有 |
| RH | RH | $824 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HBCP | HOMEBANCORP INC | $824 | 0.00% | 12 | 10 | 500.0% | $687 | 重新持有 |
| UNFI | UNITED NAT FOODS INC | $823 | 0.00% | 18 | 18 | — | $823 | 新建仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $823 | 0.00% | 31 | 31 | — | $823 | 新建仓 |
| WRBY | WARBY PARKER INC | $821 | 0.00% | 27 | 27 | — | $821 | 新建仓 |
| OFRM | ONCE UPON A FARM PBC | $819 | 0.00% | 40 | 40 | — | $819 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $818 | 0.00% | 14 | 14 | — | $818 | 新建仓 |
| PEBO | PEOPLES BANCORP INC | $808 | 0.00% | 21 | 8 | 61.5% | $308 | 重新持有 |
| ANGO | ANGIODYNAMICS INC | $808 | 0.00% | 62 | 48 | 342.9% | $626 | 重新持有 |
| CAKE | CHEESECAKE FACTORY INC | $807 | 0.00% | 10 | 9 | 900.0% | $726 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $803 | 0.00% | 11 | 11 | — | $803 | 新建仓 |
| WCLD | WISDOMTREE TR | $802 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP | $800 | 0.00% | 25 | 17 | 212.5% | $544 | 重新持有 |
| ARDT | ARDENT HEALTH INC | $798 | 0.00% | 81 | 81 | — | $798 | 新建仓 |
| ASTE | ASTEC INDS INC | $797 | 0.00% | 13 | 13 | — | $797 | 新建仓 |
| CTBI | COMMUNITY TR BANCORP INC | $797 | 0.00% | 11 | 11 | — | $797 | 新建仓 |
| PRG | PROG HOLDINGS INC | $794 | 0.00% | 17 | 17 | — | $794 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $787 | 0.00% | 24 | 24 | — | $787 | 新建仓 |
| HLMN | HILLMAN SOLUTIONS CORP | $786 | 0.00% | 93 | -356 | -79.3% | -$3,009 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $786 | 0.00% | 12 | 12 | — | $786 | 新建仓 |
| OPLN | OPENLANE INC | $784 | 0.00% | 19 | -2 | -9.5% | -$83 | 重新持有 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $780 | 0.00% | 40 | 40 | — | $780 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $780 | 0.00% | 123 | 123 | — | $780 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $779 | 0.00% | 7 | -1,239 | -99.4% | -$13.79万 | 重新持有 |
| SIG | SIGNET JEWELERS LIMITED | $776 | 0.00% | 9 | 8 | 800.0% | $690 | 重新持有 |
| JBSS | SANFILIPPO JOHN B & SON INC | $774 | 0.00% | 9 | 8 | 800.0% | $688 | 重新持有 |
| EWP | ISHARES INC | $773 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $773 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COML BANCSHARES INC | $773 | 0.00% | 19 | 19 | — | $773 | 新建仓 |
| — | AKEBIA THREAPEUTICS INC | $773 | 0.00% | 678 | 678 | — | $773 | 新建仓 |
| FTRE | FORTREA HLDGS INC | $766 | 0.00% | 44 | -410 | -90.3% | -$7,138 | 重新持有 |
| TFX | TELEFLEX INCORPORATED | $762 | 0.00% | 6 | -99 | -94.3% | -$1.26万 | 重新持有 |
| VCTR | VICTORY CAP HLDGS INC DEL | $757 | 0.00% | 9 | 9 | — | $757 | 新建仓 |
| IDT | IDT CORP | $757 | 0.00% | 13 | 13 | — | $757 | 新建仓 |
| SAFT | SAFETY INS GROUP INC | $749 | 0.00% | 10 | 4 | 66.7% | $300 | 重新持有 |
| PGY | PAGAYA TECHNOLOGIES LTD | $749 | 0.00% | 41 | 41 | — | $749 | 新建仓 |
| CRNC | CERENCE INC | $748 | 0.00% | 66 | 63 | 2,100.0% | $714 | 重新持有 |
| UTZ | UTZ BRANDS INC | $748 | 0.00% | 97 | 97 | — | $748 | 新建仓 |
| STNE | STONECO LTD | $745 | 0.00% | 69 | 49 | 245.0% | $529 | 加仓 |
| HPK | HIGHPEAK ENERGY INC | $742 | 0.00% | 106 | 106 | — | $742 | 新建仓 |