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 |
|---|---|---|---|---|---|---|---|---|
| ANIK | ANIKA THERAPEUTICS INC | $542 | 0.00% | 37 | 35 | 1,750.0% | $513 | 重新持有 |
| SMBC | SOUTHERN MO BANCORP INC | $535 | 0.00% | 7 | 5 | 250.0% | $382 | 重新持有 |
| WLY | WILEY JOHN & SONS INC | $534 | 0.00% | 11 | 11 | — | $534 | 新建仓 |
| DDS | DILLARDS INC | $529 | 0.00% | 1 | 1 | — | $529 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $529 | 0.00% | 35 | 35 | — | $529 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $528 | 0.00% | 95 | -5,243 | -98.2% | -$2.91万 | 重新持有 |
| UHT | UNIVERSAL HEALTH RLTY INCOME | $527 | 0.00% | 12 | 6 | 100.0% | $264 | 重新持有 |
| USLM | UNITED STS LIME & MINERALS I | $525 | 0.00% | 5 | 5 | — | $525 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $522 | 0.00% | 3 | 3 | — | $522 | 新建仓 |
| CTRN | CITI TRENDS INC | $521 | 0.00% | 9 | 5 | 125.0% | $289 | 重新持有 |
| UHAL/B | U HAUL HOLDING COMPANY | $520 | 0.00% | 9 | 8 | 800.0% | $462 | 重新持有 |
| DFH | DREAM FINDERS HOMES INC | $518 | 0.00% | 30 | 30 | — | $518 | 新建仓 |
| — | ATYR PHARMA INC | $515 | 0.00% | 861 | 861 | — | $515 | 新建仓 |
| ALRM | ALARM COM HLDGS INC | $514 | 0.00% | 11 | 8 | 266.7% | $374 | 重新持有 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $510 | 0.00% | 5 | 4 | 400.0% | $408 | 重新持有 |
| WT | WISDOMTREE INC | $509 | 0.00% | 30 | 30 | — | $509 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $509 | 0.00% | 28 | 28 | — | $509 | 新建仓 |
| — | NET LEASE OFFICE PROPERTIES | $502 | 0.00% | 45 | 45 | — | $502 | 新建仓 |
| CCS | CENTURY COMMUNITIES INC | $502 | 0.00% | 7 | 6 | 600.0% | $430 | 重新持有 |
| MYRG | MYR GROUP INC | $501 | 0.00% | 1 | 1 | — | $501 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $500 | 0.00% | 25 | 25 | — | $500 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $499 | 0.00% | 86 | 86 | — | $499 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $496 | 0.00% | 38 | 38 | — | $496 | 新建仓 |
| ANGI | ANGI INC | $494 | 0.00% | 83 | 80 | 2,666.7% | $476 | 重新持有 |
| VRRM | VERRA MOBILITY CORP | $493 | 0.00% | 116 | 116 | — | $493 | 新建仓 |
| HP | HELMERICH & PAYNE INC | $492 | 0.00% | 15 | 15 | — | $492 | 新建仓 |
| GBX | GREENBRIER COS INC | $491 | 0.00% | 10 | 10 | — | $491 | 新建仓 |
| MRCY | MERCURY SYS INC | $490 | 0.00% | 4 | -23 | -85.2% | -$2,818 | 重新持有 |
| VTS | VITESSE ENERGY INC | $489 | 0.00% | 31 | 31 | — | $489 | 新建仓 |
| CAC | CAMDEN NATL CORP | $489 | 0.00% | 9 | 7 | 350.0% | $380 | 重新持有 |
| CLW | CLEARWATER PAPER CORP | $488 | 0.00% | 31 | 31 | — | $488 | 新建仓 |
| — | NAVIENT CORPORATION | $486 | 0.00% | 57 | 53 | 1,325.0% | $452 | 重新持有 |
| TTAM | TITAN AMER SA | $486 | 0.00% | 26 | 26 | — | $486 | 新建仓 |
| NE | NOBLE CORP PLC | $485 | 0.00% | 13 | 13 | — | $485 | 新建仓 |
| AMTB | AMERANT BANCORP INC | $485 | 0.00% | 19 | 19 | — | $485 | 新建仓 |
| TIPT | TIPTREE INC | $485 | 0.00% | 27 | 27 | — | $485 | 新建仓 |
| NVGS | NAVIGATOR HLDGS LTD | $485 | 0.00% | 26 | 26 | — | $485 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $484 | 0.00% | 6 | -128 | -95.5% | -$1.03万 | 重新持有 |
| XRX | XEROX HOLDINGS CORP | $483 | 0.00% | 154 | 29 | 23.2% | $91 | 加仓 |
| — | POWER REIT | $481 | 0.00% | 50 | 50 | — | $481 | 新建仓 |
| — | JELD-WEN HLDG INC | $476 | 0.00% | 317 | 316 | 31,600.0% | $474 | 重新持有 |
| GABC | GERMAN AMERN BANCORP INC | $475 | 0.00% | 10 | 10 | — | $475 | 新建仓 |
| GSBC | GREAT SOUTHN BANCORP INC | $471 | 0.00% | 6 | 4 | 200.0% | $314 | 重新持有 |
| BRSP | BRIGHTSPIRE CAPITAL INC | $469 | 0.00% | 86 | 60 | 230.8% | $327 | 重新持有 |
| GEF/B | GREIF INC | $468 | 0.00% | 5 | 5 | — | $468 | 新建仓 |
| NLR | VANECK ETF TRUST | $464 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP INC | $464 | 0.00% | 18 | 18 | — | $464 | 新建仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $462 | 0.00% | 100 | 100 | — | $462 | 新建仓 |
| JANX | JANUX THERAPEUTICS INC | $461 | 0.00% | 30 | 30 | — | $461 | 新建仓 |
| BFST | BUSINESS FIRST BANCSHARES IN | $461 | 0.00% | 15 | 15 | — | $461 | 新建仓 |
| RUSHB | RUSH ENTERPRISES INC | $459 | 0.00% | 6 | 6 | — | $459 | 新建仓 |
| — | TRISALUS LIFE SCIENCES INC | $455 | 0.00% | 100 | 100 | — | $455 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $452 | 0.00% | 22 | 2 | 10.0% | $41 | 加仓 |
| CSR | CENTERSPACE | $450 | 0.00% | 8 | 8 | — | $450 | 新建仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $449 | 0.00% | 27 | 27 | — | $449 | 新建仓 |
| ECVT | ECOVYST INC | $449 | 0.00% | 36 | -11,364 | -99.7% | -$14.17万 | 重新持有 |
| NGVT | INGEVITY CORP | $449 | 0.00% | 6 | 6 | — | $449 | 新建仓 |
| RZLT | REZOLUTE INC | $448 | 0.00% | 86 | 86 | — | $448 | 新建仓 |
| THRM | GENTHERM INC | $444 | 0.00% | 13 | 11 | 550.0% | $376 | 重新持有 |
| GCMG | GCM GROSVENOR INC | $444 | 0.00% | 36 | 36 | — | $444 | 新建仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $442 | 0.00% | 39 | -22 | -36.1% | -$249 | 重新持有 |
| FSBC | FIVE STAR BANCORP | $439 | 0.00% | 9 | 9 | — | $439 | 新建仓 |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | $438 | 0.00% | 37 | 37 | — | $438 | 新建仓 |
| PFSI | PENNYMAC FINL SVCS INC NEW | $436 | 0.00% | 5 | -498 | -99.0% | -$4.34万 | 重新持有 |
| CFFN | CAPITOL FED FINL INC | $435 | 0.00% | 51 | 0 | 0.0% | — | 重新持有 |
| PGNY | PROGYNY INC | $434 | 0.00% | 15 | 15 | — | $434 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $432 | 0.00% | 19 | 19 | — | $432 | 新建仓 |
| GLIBK | LIBERTY CAP CORP | $432 | 0.00% | 20 | 16 | 400.0% | $346 | 重新持有 |
| BKTI | BK TECHNOLOGIES CORPORATION | $430 | 0.00% | 5 | 5 | — | $430 | 新建仓 |
| FSUN | FIRSTSUN CAP BANCORP | $427 | 0.00% | 11 | 10 | 1,000.0% | $388 | 重新持有 |
| BJRI | BJS RESTAURANTS INC | $426 | 0.00% | 7 | 7 | — | $426 | 新建仓 |
| CEVA | CEVA INC | $425 | 0.00% | 9 | 7 | 350.0% | $331 | 重新持有 |
| NHC | NATIONAL HEALTHCARE CORP | $423 | 0.00% | 2 | 2 | — | $423 | 新建仓 |
| ALKS | ALKERMES PLC | $420 | 0.00% | 8 | -166 | -95.4% | -$8,715 | 重新持有 |
| LAW | CS DISCO INC | $420 | 0.00% | 111 | 111 | — | $420 | 新建仓 |
| BOW | BOWHEAD SPECIALTY HLDGS INC | $420 | 0.00% | 14 | 14 | — | $420 | 新建仓 |
| RCKT | ROCKET PHARMACEUTICALS INC | $419 | 0.00% | 122 | 108 | 771.4% | $371 | 重新持有 |
| LWAY | LIFEWAY FOODS INC | $418 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| LOVE | LOVESAC CO | $418 | 0.00% | 25 | 25 | — | $418 | 新建仓 |
| MFA | MFA FINL INC | $417 | 0.00% | 43 | -25 | -36.8% | -$242 | 重新持有 |
| LAR | LITHIUM ARGENTINA AG | $414 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BKV | BKV CORP | $411 | 0.00% | 15 | 15 | — | $411 | 新建仓 |
| — | OMEGA FLEX INC | $409 | 0.00% | 13 | 10 | 333.3% | $315 | 重新持有 |
| SIBN | SI BONE INC | $409 | 0.00% | 25 | 25 | — | $409 | 新建仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $408 | 0.00% | 27 | 27 | — | $408 | 新建仓 |
| TRS | TRIMAS CORP | $407 | 0.00% | 9 | 9 | — | $407 | 新建仓 |
| FATE | FATE THERAPEUTICS INC | $406 | 0.00% | 150 | 132 | 733.3% | $357 | 重新持有 |
| — | NANOVIRICIDES INC | $405 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC | $405 | 0.00% | 36 | 30 | 500.0% | $338 | 重新持有 |
| CNDT | CONDUENT INC | $404 | 0.00% | 276 | 120 | 76.9% | $176 | 加仓 |
| CCOI | COGENT COMM HOLDINGS INC | $403 | 0.00% | 29 | 29 | — | $403 | 新建仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $401 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HTB | HOMETRUST BANCSHARES INC | $400 | 0.00% | 8 | 7 | 700.0% | $350 | 重新持有 |
| EDIT | EDITAS MEDICINE INC | $399 | 0.00% | 123 | 98 | 392.0% | $318 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $399 | 0.00% | 7 | -2 | -22.2% | -$114 | 重新持有 |
| IBCP | INDEPENDENT BK CORP MICH | $397 | 0.00% | 11 | 9 | 450.0% | $325 | 重新持有 |
| DHT | DHT HOLDINGS INC | $397 | 0.00% | 24 | 24 | — | $397 | 新建仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $396 | 0.00% | 6 | 6 | — | $396 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $396 | 0.00% | 14 | 14 | — | $396 | 新建仓 |
| OI | O-I GLASS INC | $395 | 0.00% | 41 | 41 | — | $395 | 新建仓 |