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 |
|---|---|---|---|---|---|---|---|---|
| SATL | SATELLOGIC INC | $269 | 0.00% | 47 | 47 | — | $269 | 新建仓 |
| BETA | BETA TECHNOLOGIES INC | $269 | 0.00% | 16 | 16 | — | $269 | 新建仓 |
| FCBC | FIRST CMNTY BANKSHARES INC V | $267 | 0.00% | 6 | 4 | 200.0% | $178 | 重新持有 |
| UFPT | UFP TECHNOLOGIES INC | $266 | 0.00% | 1 | 1 | — | $266 | 新建仓 |
| VERX | VERTEX INC | $265 | 0.00% | 23 | 23 | — | $265 | 新建仓 |
| CRCT | CRICUT INC | $265 | 0.00% | 60 | 15 | 33.3% | $66 | 重新持有 |
| NX | QUANEX BLDG PRODS CORP | $262 | 0.00% | 14 | 14 | — | $262 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $262 | 0.00% | 6 | 4 | 200.0% | $175 | 重新持有 |
| FRHC | FREEDOM HOLDING CORP | $261 | 0.00% | 2 | 2 | — | $261 | 新建仓 |
| PD | PAGERDUTY INC | $261 | 0.00% | 27 | 27 | — | $261 | 新建仓 |
| CTS | CTS CORP | $261 | 0.00% | 4 | 4 | — | $261 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $261 | 0.00% | 7 | 7 | — | $261 | 新建仓 |
| BULL | WEBULL CORP | $261 | 0.00% | 40 | 40 | — | $261 | 新建仓 |
| PNTG | PENNANT GROUP INC | $259 | 0.00% | 7 | 7 | — | $259 | 新建仓 |
| MAGN | MAGNERA CORP | $259 | 0.00% | 22 | 22 | — | $259 | 新建仓 |
| FWRG | FIRST WATCH RESTAURANT GROUP | $258 | 0.00% | 20 | 20 | — | $258 | 新建仓 |
| FLOC | FLOWCO HLDGS INC | $257 | 0.00% | 12 | 10 | 500.0% | $214 | 重新持有 |
| CASS | CASS INFORMATION SYS INC | $257 | 0.00% | 5 | 5 | — | $257 | 新建仓 |
| AZTA | AZENTA INC | $256 | 0.00% | 10 | 10 | — | $256 | 新建仓 |
| EGBN | EAGLE BANCORPORATION INC | $256 | 0.00% | 9 | 2 | 28.6% | $57 | 重新持有 |
| SAH | SONIC AUTOMOTIVE INC | $255 | 0.00% | 3 | 3 | — | $255 | 新建仓 |
| MBI | MBIA INC | $255 | 0.00% | 39 | 39 | — | $255 | 新建仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $254 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $254 | 0.00% | 7 | 7 | — | $254 | 新建仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $253 | 0.00% | 20 | 20 | — | $253 | 新建仓 |
| KRRO | KORRO BIO INC | $252 | 0.00% | 19 | 19 | — | $252 | 新建仓 |
| ALEC | ALECTOR INC | $252 | 0.00% | 125 | 125 | — | $252 | 新建仓 |
| NPK | NATIONAL PRESTO INDS INC | $250 | 0.00% | 2 | 2 | — | $250 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $250 | 0.00% | 18 | 18 | — | $250 | 新建仓 |
| ANIP | ANI PHARMACEUTICALS INC | $249 | 0.00% | 3 | 3 | — | $249 | 新建仓 |
| TPC | TUTOR PERINI CORP | $249 | 0.00% | 3 | -13 | -81.2% | -$1,079 | 重新持有 |
| TRUP | TRUPANION INC | $248 | 0.00% | 10 | 10 | — | $248 | 新建仓 |
| DNOW | DNOW INC | $247 | 0.00% | 19 | -2,408 | -99.2% | -$3.13万 | 重新持有 |
| RELY | REMITLY GLOBAL INC | $247 | 0.00% | 11 | -61 | -84.7% | -$1,370 | 重新持有 |
| SBSI | SOUTHSIDE BANCSHARES INC | $247 | 0.00% | 7 | 7 | — | $247 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $247 | 0.00% | 95 | -386 | -80.2% | -$1,004 | 重新持有 |
| INGM | INGRAM MICRO HLDG CORP | $247 | 0.00% | 9 | -6 | -40.0% | -$165 | 重新持有 |
| AROW | ARROW FINL CORP | $246 | 0.00% | 6 | 5 | 500.0% | $205 | 重新持有 |
| PRLB | PROTO LABS INC | $245 | 0.00% | 3 | 1 | 50.0% | $82 | 重新持有 |
| DAN | DANA INC | $245 | 0.00% | 9 | 9 | — | $245 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $245 | 0.00% | 3 | -12 | -80.0% | -$980 | 重新持有 |
| ADAM | ADAMAS TRUST INC. | $244 | 0.00% | 26 | 16 | 160.0% | $150 | 重新持有 |
| SWBI | SMITH & WESSON BRANDS INC | $242 | 0.00% | 16 | -13 | -44.8% | -$197 | 重新持有 |
| RES | RPC INC | $240 | 0.00% | 41 | 41 | — | $240 | 新建仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $240 | 0.00% | 100 | 100 | — | $240 | 新建仓 |
| WLDN | WILLDAN GROUP INC | $239 | 0.00% | 3 | 2 | 200.0% | $159 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $239 | 0.00% | 10 | -12 | -54.5% | -$287 | 重新持有 |
| AGNT | AGNT INC | $239 | 0.00% | 44 | 44 | — | $239 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $239 | 0.00% | 3 | 3 | — | $239 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $238 | 0.00% | 15 | 15 | — | $238 | 新建仓 |
| BLKB | BLACKBAUD INC | $237 | 0.00% | 8 | -7 | -46.7% | -$207 | 减仓 |
| — | EXZEO GROUP INC | $237 | 0.00% | 14 | 14 | — | $237 | 新建仓 |
| FRPT | FRESHPET INC | $237 | 0.00% | 4 | -44 | -91.7% | -$2,607 | 重新持有 |
| LBRT | LIBERTY ENERGY INC | $236 | 0.00% | 9 | 9 | — | $236 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $234 | 0.00% | 4 | 4 | — | $234 | 新建仓 |
| — | SILVERCREST ASSET MGMT GROUP | $233 | 0.00% | 23 | -10,592 | -99.8% | -$10.73万 | 减仓 |
| — | INOGEN INC | $233 | 0.00% | 36 | 8 | 28.6% | $52 | 加仓 |
| CCB | COASTAL FINL CORP WA | $233 | 0.00% | 3 | 3 | — | $233 | 新建仓 |
| — | AUDIOEYE INC | $233 | 0.00% | 40 | 40 | — | $233 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $232 | 0.00% | 14 | -1,588 | -99.1% | -$2.63万 | 重新持有 |
| — | TIDAL TRUST II | $231 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $231 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| FWRD | FORWARD AIR CORP | $231 | 0.00% | 17 | 17 | — | $231 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $231 | 0.00% | 8 | 8 | — | $231 | 新建仓 |
| KIDS | ORTHOPEDIATRICS CORP | $231 | 0.00% | 12 | 12 | — | $231 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $230 | 0.00% | 1 | -127 | -99.2% | -$2.92万 | 重新持有 |
| KYMR | KYMERA THERAPEUTICS INC | $230 | 0.00% | 2 | 2 | — | $230 | 新建仓 |
| UNIT | UNITI GROUP LLC | $230 | 0.00% | 20 | 20 | — | $230 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $230 | 0.00% | 23 | 23 | — | $230 | 新建仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $229 | 0.00% | 9 | 9 | — | $229 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $229 | 0.00% | 9 | 9 | — | $229 | 新建仓 |
| WLFC | WILLIS LEASE FIN CORP | $229 | 0.00% | 1 | 1 | — | $229 | 新建仓 |
| VSEC | VSE CORP | $229 | 0.00% | 1 | 1 | — | $229 | 新建仓 |
| HIPO | HIPPO HLDGS INC | $227 | 0.00% | 8 | 8 | — | $227 | 新建仓 |
| — | AARDVARK THERAPEUTICS INC | $226 | 0.00% | 39 | 39 | — | $226 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $225 | 0.00% | 6 | 6 | — | $225 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $225 | 0.00% | 4 | 4 | — | $225 | 新建仓 |
| KOP | KOPPERS HOLDINGS INC | $225 | 0.00% | 5 | 5 | — | $225 | 新建仓 |
| DNUT | KRISPY KREME INC | $224 | 0.00% | 63 | 63 | — | $224 | 新建仓 |
| DCH | DAUCH CORP | $223 | 0.00% | 41 | -2,259 | -98.2% | -$1.23万 | 减仓 |
| YOU | CLEAR SECURE INC | $223 | 0.00% | 4 | -5 | -55.6% | -$279 | 重新持有 |
| CENT | CENTRAL GARDEN & PET CO | $222 | 0.00% | 5 | 5 | — | $222 | 新建仓 |
| CLB | CORE LABORATORIES INC | $222 | 0.00% | 19 | 19 | — | $222 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $219 | 0.00% | 10 | -25 | -71.4% | -$548 | 重新持有 |
| ALKT | ALKAMI TECHNOLOGY INC | $218 | 0.00% | 12 | -5,244 | -99.8% | -$9.53万 | 重新持有 |
| VTEX | VTEX | $216 | 0.00% | 54 | 54 | — | $216 | 新建仓 |
| NKTX | NKARTA INC | $216 | 0.00% | 76 | 76 | — | $216 | 新建仓 |
| GDRX | GOODRX HLDGS INC | $214 | 0.00% | 74 | 64 | 640.0% | $185 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $212 | 0.00% | 15 | 15 | — | $212 | 新建仓 |
| VLGEA | VILLAGE SUPER MKT INC | $212 | 0.00% | 5 | 5 | — | $212 | 新建仓 |
| FVCB | FVCBANKCORP INC | $210 | 0.00% | 12 | 12 | — | $210 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $209 | 0.00% | 47 | -1 | -2.1% | -$4 | 减仓 |
| CTKB | CYTEK BIOSCIENCES INC | $209 | 0.00% | 47 | 23 | 95.8% | $102 | 重新持有 |
| BANC | BANC OF CALIFORNIA INC | $206 | 0.00% | 10 | 10 | — | $206 | 新建仓 |
| — | TREACE MED CONCEPTS INC | $204 | 0.00% | 51 | 51 | — | $204 | 新建仓 |
| FOXF | FOX FACTORY HLDG CORP | $204 | 0.00% | 12 | 12 | — | $204 | 新建仓 |
| — | OUTSET MED INC | $204 | 0.00% | 47 | 47 | — | $204 | 新建仓 |
| BBNX | BETA BIONICS INC | $204 | 0.00% | 13 | 13 | — | $204 | 新建仓 |
| ARLO | ARLO TECHNOLOGIES INC | $203 | 0.00% | 15 | 6 | 66.7% | $81 | 重新持有 |
| — | SELECTQUOTE INC | $203 | 0.00% | 240 | 224 | 1,400.0% | $189 | 重新持有 |