13F 机构持仓

Clearstead Advisors, LLC

CLEVELAND OH · SEC CIK 0000842775

2026Q22026Q1 更早 9 个季度 🔒
$109.48亿2026Q1 申报市值
2,240持仓数
32.2%前十大占比 · 第一大 9.0%
156 / 158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 9.0%
PCAR 5.1%
MSFT 3.1%
AAPL 2.7%
IVV 2.6%
IDEV 2.3%
IWF 2.1%
VO 1.9%
AMZN 1.8%
DIHP 1.6%

2026Q1 买入最多 按季末市值估算

PCAR 加仓+$5.62亿
VOO 加仓+$2.90亿
IDEV 加仓+$2.55亿
MSFT 加仓+$2.15亿
DIHP 新建仓+$1.78亿

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$3,592.22万
USHY 减仓-$2,130.84万
VONG 减仓-$1,726.35万
BKNG 减仓-$1,619.20万
HYLB 减仓-$1,618.94万

2026Q1 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
FBIZ FIRST BUSINESS FINL SVCS INC $00.00%0 —— — 申报中断
GOOD GLADSTONE COMMERCIAL CORP $00.00%0 —— — 申报中断
GTN GRAY MEDIA INC $00.00%0 -11-100.0% -$54 清仓
MPTI M-TRON INDS INC $00.00%0 -1-100.0% -$54 清仓
ZUMZ ZUMIEZ INC $00.00%0 -2-100.0% -$53 清仓
— NAVIENT CORPORATION $00.00%0 —— — 申报中断
RPAY REPAY HLDGS CORP $00.00%0 -14-100.0% -$52 清仓
SFST SOUTHERN FIRST BANCSHARES $00.00%0 —— — 申报中断
— TWIN HOSPITALITY GROUP INC $00.00%0 -76-100.0% -$51 清仓
RCKT ROCKET PHARMACEUTICALS INC $00.00%0 —— — 申报中断
OBE OBSIDIAN ENERGY LTD $00.00%0 -8-100.0% -$50 清仓
WSBF WATERSTONE FINL INC MD $00.00%0 -3-100.0% -$50 清仓
SLVM SYLVAMO CORP $00.00%0 —— — 申报中断
— ASCENT INDUSTRIES CO $00.00%0 —— — 申报中断
HFWA HERITAGE FINL CORP WASH $00.00%0 —— — 申报中断
BLBD BLUE BIRD CORP $00.00%0 —— — 申报中断
CXM SPRINKLR INC $00.00%0 —— — 申报中断
UHAL/B U HAUL HOLDING COMPANY $00.00%0 —— — 申报中断
NECB NORTHEAST CMNTY BANCORP INC $00.00%0 —— — 申报中断
FRPH FRP HLDGS INC $00.00%0 —— — 申报中断
CIVB CIVISTA BANCSHARES INC $00.00%0 -2-100.0% -$45 清仓
CEVA CEVA INC $00.00%0 —— — 申报中断
MITK MITEK SYS INC $00.00%0 —— — 申报中断
MSBI MIDLAND STATES BANCORP INC $00.00%0 -2-100.0% -$43 清仓
HTB HOMETRUST BANCSHARES INC $00.00%0 —— — 申报中断
CGEM CULLINAN THERAPEUTICS INC $00.00%0 —— — 申报中断
— ATOSSA THERAPEUTICS INC $00.00%0 -70-100.0% -$42 清仓
NSSC NAPCO SEC TECHNOLOGIES INC $00.00%0 -1-100.0% -$42 清仓
CZNC CITIZENS & NORTHN CORP $00.00%0 -2-100.0% -$41 清仓
— BCB BANCORP INC $00.00%0 -5-100.0% -$41 清仓
XPRO EXPRO GROUP HOLDINGS NV $00.00%0 -3-100.0% -$41 清仓
LXEO LEXEO THERAPEUTICS INC $00.00%0 —— — 申报中断
PLGO FIDELIS INSURANCE HOLDINGS L $00.00%0 —— — 申报中断
ANGI ANGI INC $00.00%0 —— — 申报中断
— RE MAX HLDGS INC $00.00%0 -5-100.0% -$38 清仓
FSUN FIRSTSUN CAP BANCORP $00.00%0 —— — 申报中断
FLOC FLOWCO HLDGS INC $00.00%0 —— — 申报中断
ZBIO ZENAS BIOPHARMA INC $00.00%0 -1-100.0% -$37 清仓
OOMA OOMA INC $00.00%0 -3-100.0% -$36 清仓
PRAA PRA GROUP INC $00.00%0 —— — 申报中断
COGT COGENT BIOSCIENCES INC $00.00%0 —— — 申报中断
BWB BRIDGEWATER BANCSHARES INC $00.00%0 —— — 申报中断
LTC LTC PPTYS INC $00.00%0 —— — 申报中断
— AGILON HEALTH INC $00.00%0 -48-100.0% -$34 清仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $00.00%0 —— — 申报中断
CRNC CERENCE INC $00.00%0 —— — 申报中断
— FIRST SVGS FINL GROUP INC $00.00%0 -1-100.0% -$32 清仓
— DENNYS CORP $00.00%0 -5-100.0% -$32 清仓
AROW ARROW FINL CORP $00.00%0 —— — 申报中断
AUPH AURINIA PHARMACEUTICALS INC $00.00%0 —— — 申报中断
NXRT NEXPOINT RESIDENTIAL TR INC $00.00%0 —— — 申报中断
SBGI SINCLAIR INC $00.00%0 —— — 申报中断
FCCO FIRST CMNTY CORP S C $00.00%0 -1-100.0% -$30 清仓
AMBP ARDAGH METAL PACKAGING S A $00.00%0 —— — 申报中断
NWFL NORWOOD FINANCIAL CORP $00.00%0 -1-100.0% -$29 清仓
FRST PRIMIS FINANCIAL CORP $00.00%0 —— — 申报中断
GDRX GOODRX HLDGS INC $00.00%0 —— — 申报中断
— NANO DIMENSION LTD $00.00%0 -18-100.0% -$28 清仓
— THE BEAUTY HEALTH COMPANY $00.00%0 —— — 申报中断
WNEB WESTERN NEW ENG BANCORP INC $00.00%0 -2-100.0% -$26 清仓
— RIVERVIEW BANCORP INC $00.00%0 -5-100.0% -$26 清仓
HBT HBT FINL INC. $00.00%0 —— — 申报中断
OSPN ONESPAN INC $00.00%0 —— — 申报中断
PKBK PARKE BANCORP INC $00.00%0 —— — 申报中断
— LINKBANCORP INC $00.00%0 -3-100.0% -$25 清仓
CMRC COMMERCE.COM INC $00.00%0 —— — 申报中断
— SEMRUSH HLDGS INC $00.00%0 -2-100.0% -$24 清仓
— EPSILON ENERGY LTD $00.00%0 —— — 申报中断
TENB TENABLE HLDGS INC $00.00%0 —— — 申报中断
— SELECTQUOTE INC $00.00%0 —— — 申报中断
NABL N-ABLE INC $00.00%0 —— — 申报中断
— WEAVE COMMUNICATIONS INC $00.00%0 —— — 申报中断
SFD SMITHFIELD FOODS INC $00.00%0 —— — 申报中断
RXT RACKSPACE TECHNOLOGY INC $00.00%0 -23-100.0% -$23 清仓
— MEDIFAST INC $00.00%0 —— — 申报中断
OEC ORION S.A. $00.00%0 —— — 申报中断
IHRT IHEARTMEDIA INC $00.00%0 —— — 申报中断
BDN BRANDYWINE RLTY TR $00.00%0 —— — 申报中断
FNKO FUNKO INC $00.00%0 —— — 申报中断
NXDR NEXTDOOR HOLDINGS INC $00.00%0 —— — 申报中断
QS QUANTUMSCAPE CORP $00.00%0 —— — 申报中断
CXW CORECIVIC INC $00.00%0 —— — 申报中断
ANIK ANIKA THERAPEUTICS INC $00.00%0 —— — 申报中断
— EAGLE BANCORP MONT INC $00.00%0 —— — 申报中断
BXMT BLACKSTONE MTG TR INC $00.00%0 —— — 申报中断
— ONESTREAM INC $00.00%0 -1-100.0% -$19 清仓
USCB USCB FINANCIAL HOLDINGS INC $00.00%0 -1-100.0% -$19 清仓
SDGR SCHRODINGER INC $00.00%0 —— — 申报中断
FATE FATE THERAPEUTICS INC $00.00%0 —— — 申报中断
— LCNB CORP $00.00%0 -1-100.0% -$17 清仓
— FORRESTER RESH INC $00.00%0 —— — 申报中断
XERS XERIS BIOPHARMA HOLDINGS INC $00.00%0 —— — 申报中断
— J JILL INC $00.00%0 —— — 申报中断
— ESCALADE INC $00.00%0 —— — 申报中断
SWIM LATHAM GROUP INC $00.00%0 —— — 申报中断
AMRX AMNEAL PHARMACEUTICALS INC $00.00%0 —— — 申报中断
ACIC AMERICAN COASTAL INS CORP $00.00%0 -1-100.0% -$13 清仓
DSP VIANT TECHNOLOGY INC $00.00%0 -1-100.0% -$13 清仓
— BANKFINANCIAL CORP $00.00%0 -1-100.0% -$12 清仓
MTRX MATRIX SVC CO $00.00%0 —— — 申报中断