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
ETD ETHAN ALLEN INTERIORS INC $7380.00%33 24266.7% $537 重新持有
QURE UNIQURE NV $7380.00%16 16— $738 新建仓
JOUT JOHNSON OUTDOORS INC $7370.00%16 14700.0% $645 重新持有
YORW YORK WTR CO $7360.00%24 221,100.0% $675 重新持有
SFL SFL CORPORATION LTD $7350.00%72 72— $735 新建仓
NPKI NPK INTERNATIONAL INC $7330.00%46 46— $733 新建仓
WVE WAVE LIFE SCIENCES LTD $7330.00%126 126— $733 新建仓
AGYS AGILYSYS INC $7320.00%7 7— $732 新建仓
MSEX MIDDLESEX WTR CO $7310.00%13 13— $731 新建仓
BXMT BLACKSTONE MORTGAGE TRUST IN $7290.00%43 424,200.0% $712 重新持有
— TONIX PHARMACEUTICALS HLDG C $7280.00%57 57— $728 新建仓
HNI HNI CORP $7280.00%18 -1,527-98.8% -$6.18万 重新持有
RBCAA REPUBLIC BANCORP INC KY $7240.00%8 7700.0% $634 重新持有
PRCT PROCEPT BIOROBOTICS CORP $7240.00%32 32— $724 新建仓
— EVE HLDG INC $7240.00%288 288— $724 新建仓
RDW REDWIRE CORPORATION $7230.00%59 59— $723 新建仓
EE EXCELERATE ENERGY INC $7220.00%19 19— $722 新建仓
ARCB ARCBEST CORP $7190.00%5 5— $719 新建仓
LADR LADDER CAP CORP $7180.00%72 72— $718 新建仓
INN SUMMIT HOTEL PPTYS $7160.00%102 102— $716 新建仓
COFS CHOICEONE FINANCIA $7140.00%21 21— $714 新建仓
PGC PEAPACK-GLADSTONE FINL CORP $7110.00%15 12400.0% $569 重新持有
ASO ACADEMY SPORTS & OUTDOORS IN $7080.00%15 12400.0% $566 加仓
SKY CHAMPION HOMES INC $7060.00%8 -22-73.3% -$1,942 重新持有
RITM RITHM CAPITAL CORP $7050.00%75 -435-85.3% -$4,089 减仓
JBGS JBG SMITH PPTYS $7050.00%48 48— $705 新建仓
NXRT NEXPOINT RESIDENTIAL TR INC $6990.00%25 242,400.0% $671 重新持有
BAND BANDWIDTH INC $6970.00%11 -9-45.0% -$570 减仓
ITRI ITRON INC $6930.00%8 -43-84.3% -$3,725 重新持有
INSW INTERNATIONAL SEAWAYS INC $6900.00%9 9— $690 新建仓
JOE ST JOE CO $6890.00%11 11— $689 新建仓
SITC SITE CTRS CORP $6870.00%173 132322.0% $524 重新持有
ALRS ALERUS FINL CORP $6850.00%22 18450.0% $560 重新持有
BV BRIGHTVIEW HLDGS INC $6810.00%48 48— $681 新建仓
HBNC HORIZON BANCORP IND $6800.00%34 27385.7% $540 重新持有
ESRT EMPIRE ST RLTY TR INC $6770.00%125 125— $677 新建仓
HTLD HEARTLAND EXPRESS INC $6710.00%44 44— $671 新建仓
TMP TOMPKINS FINL CORP $6630.00%7 5250.0% $474 重新持有
DFTX DEFINIUM THERAPEUTICS INC $6600.00%14 14— $660 新建仓
INTA INTAPP INC $6560.00%26 17188.9% $429 重新持有
CPS COOPER-STANDARD HOLDINGS INC $6510.00%24 14140.0% $380 重新持有
AOK ISHARES TR $6500.00%16 00.0% — 不变
OFIX ORTHOFIX MED INC $6500.00%71 71— $650 新建仓
SPNT SIRIUSPOINT LTD $6480.00%27 27— $648 新建仓
OSPN ONESPAN INC $6460.00%45 432,150.0% $617 重新持有
ARR ARMOUR RESIDENTIAL REIT INC $6460.00%37 30428.6% $524 重新持有
EBC EASTERN BANKSHARES INC $6460.00%29 29— $646 新建仓
RLJ RLJ LODGING TR $6400.00%54 54— $640 新建仓
LGIH LGI HOMES INC $6380.00%10 10— $638 新建仓
MLKN MILLERKNOLL INC $6350.00%31 31— $635 新建仓
PLGO PELAGOS INS CAP LTD $6350.00%26 241,200.0% $586 重新持有
BOBS BOBS DISC FURNITURE INC $6330.00%40 40— $633 新建仓
MAC MACERICH CO $6300.00%25 -223-89.9% -$5,620 重新持有
OBT ORANGE CNTY BANCORP INC $6260.00%17 17— $626 新建仓
CNNE CANNAE HLDGS INC $6200.00%43 43— $620 新建仓
ESOA ENERGY SERVICES OF AMER CORP $6200.00%32 32— $620 新建仓
USNA USANA HEALTH SCIENCES INC $6200.00%29 29— $620 新建仓
ACCO ACCO BRANDS CORP $6170.00%148 116362.5% $484 重新持有
PBH PRESTIGE CONSMR HEALTHCARE I $6150.00%13 121,200.0% $568 重新持有
DMC DEL MONTE CORP $6150.00%22 22— $615 新建仓
TNC TENNANT CO $6130.00%7 7— $613 新建仓
AUPH AURINIA PHARMACEUTICALS INC $6120.00%36 341,700.0% $578 重新持有
PRMB PRIMO BRANDS CORPORATION $6120.00%25 25— $612 新建仓
CASH PATHWARD FINANCIAL INC $6100.00%7 7— $610 新建仓
NSIT INSIGHT ENTERPRISES INC $6100.00%5 5— $610 新建仓
GIII G III APPAREL GROUP LTD $6080.00%18 -1-5.3% -$34 重新持有
NXDR NEXTDOOR HOLDINGS INC $6070.00%267 2572,570.0% $584 重新持有
UA UNDER ARMOUR INC $6040.00%97 -382-79.7% -$2,379 重新持有
CENX CENTURY ALUM CO $5990.00%13 13— $599 新建仓
ARI APOLLO COML REAL ESTATE FIN $5990.00%56 36180.0% $385 重新持有
AMAL AMALGAMATED FINANCIAL CORP $5970.00%13 13— $597 新建仓
RSI RUSH STREET INTERACTIVE INC $5960.00%20 211.1% $60 重新持有
RXST RXSIGHT INC $5940.00%123 123— $594 新建仓
PAYO PAYONEER GLOBAL INC $5920.00%83 1522.1% $107 加仓
WOR WORTHINGTON ENTERPRISES INC $5920.00%11 457.1% $215 重新持有
— GRAFTECH INTL LTD SR NT $5910.00%100 00.0% — 不变
BRSL BRIGHTSTAR LOTTERY PLC $5900.00%55 55— $590 新建仓
ALGT ALLEGIANT TRAVEL CO $5880.00%5 5— $588 新建仓
ATRC ATRICURE INC $5880.00%21 18600.0% $504 重新持有
NTGR NETGEAR INC $5850.00%25 21525.0% $491 重新持有
JBTM JBT MAREL CORPORATION $5800.00%4 -38-90.5% -$5,510 重新持有
PHR PHREESIA INC $5770.00%56 56— $577 新建仓
— BLUEROCK HOMES TRUST INC $5760.00%64 00.0% — 不变
MBWM MERCANTILE BK CORP $5750.00%10 8400.0% $460 重新持有
SKYD PARAMOUNT SKYDANCE CORP $5720.00%58 -69-54.3% -$680 减仓
RR RICHTECH ROBOTICS INC $5700.00%270 270— $570 新建仓
TBBK BANCORP INC DEL $5640.00%9 9— $564 新建仓
CALY CALLAWAY GOLF CO $5620.00%30 -10,151-99.7% -$19.02万 减仓
— BEAZER HOMES USA INC $5620.00%20 20— $562 新建仓
DK DELEK US HLDGS INC NEW $5600.00%11 11— $560 新建仓
INBK FIRST INTERNET BANCORP $5570.00%20 20— $557 新建仓
CRON CRONOS GROUP INC $5560.00%200 00.0% — 不变
CUBI CUSTOMERS BANCORP INC $5540.00%7 7— $554 新建仓
TR TOOTSIE ROLL INDS INC $5540.00%14 14— $554 新建仓
PAGS PAGSEGURO DIGITAL LTD $5530.00%61 61— $553 新建仓
NIQ NIQ GLOBAL INTELLIGENCE PLC $5530.00%59 -4,841-98.8% -$4.54万 重新持有
TRST TRUSTCO BK CORP N Y $5500.00%10 10— $550 新建仓
AMBP ARDAGH METAL PACKAGING S A $5460.00%115 1081,542.9% $513 重新持有
CENTA CENTRAL GARDEN & PET CO $5440.00%14 14— $544 新建仓
VREX VAREX IMAGING CORP $5430.00%52 38271.4% $397 重新持有