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
GSY INVESCO ACTIVELY MANAGED EXC $2010.00%4 00.0% — 不变
GIC GLOBAL INDUSTRIAL COMPANY $2010.00%6 6— $201 新建仓
KRNY KEARNY FINL CORP MD $2000.00%21 -9-30.0% -$86 重新持有
— CLEAR CHANNEL OUTDOOR HLDGS $1990.00%82 82— $199 新建仓
XPEL XPEL INC $1990.00%4 4— $199 新建仓
FULC FULCRUM THERAPEUTICS INC $1980.00%54 54— $198 新建仓
CLNE CLEAN ENERGY FUELS CORP $1970.00%96 76380.0% $156 加仓
BL BLACKLINE INC $1970.00%7 7— $197 新建仓
RYZ RYERSON HLDG CORP $1970.00%8 233.3% $49 重新持有
CDZI CADIZ INC $1970.00%47 47— $197 新建仓
CBLL CERIBELL INC $1950.00%10 10— $195 新建仓
VOYG VOYAGER TECHNOLOGIES INC $1950.00%6 6— $195 新建仓
NECB NORTHEAST CMNTY BANCORP INC $1950.00%7 5250.0% $139 重新持有
AKTS AKTIS ONCOLOGY INC $1950.00%6 6— $195 新建仓
RNG RINGCENTRAL INC $1950.00%5 -105-95.5% -$4,095 重新持有
RNGR RANGER ENERGY SVCS INC $1940.00%12 00.0% — 重新持有
EBF ENNIS INC $1920.00%9 -93-91.2% -$1,984 重新持有
BHF BRIGHTHOUSE FINL INC $1910.00%3 -176-98.3% -$1.12万 重新持有
— 374WATER INC $1900.00%100 00.0% — 不变
IVR INVESCO MORTGAGE CAPITAL INC $1900.00%24 17242.9% $135 重新持有
TROX TRONOX HOLDINGS PLC $1900.00%30 30— $190 新建仓
AHCO ADAPTHEALTH CORP $1880.00%18 18— $188 新建仓
SBGI SINCLAIR INC $1860.00%13 11550.0% $157 重新持有
SFST SOUTHERN FIRST BANCSHARES $1850.00%3 2200.0% $123 重新持有
ARQT ARCUTIS BIOTHERAPEUTICS INC $1850.00%7 -13-65.0% -$344 重新持有
RC READY CAPITAL CORP $1840.00%105 105— $184 新建仓
SWIM LATHAM GROUP INC $1830.00%28 261,300.0% $170 重新持有
BYLD ISHARES TR $1810.00%8 00.0% — 不变
FBRT FRANKLIN BSP RLTY TR INC $1800.00%22 22— $180 新建仓
DIN DINE BRANDS GLOBAL INC $1800.00%5 5— $180 新建仓
GLRE GREENLIGHT CAP RE LTD $1780.00%11 11— $178 新建仓
WEN WENDYS CO $1760.00%21 00.0% — 不变
AEBI AEBI SCHMIDT HLDG AG $1760.00%14 14— $176 新建仓
BWMN BOWMAN CONSULTING GROUP LTD $1760.00%6 6— $176 新建仓
LYFT LYFT INC $1760.00%12 -17,779-99.9% -$26.08万 重新持有
GSM FERROGLOBE PLC $1760.00%55 55— $176 新建仓
PACB PACIFIC BIOSCIENCES CALIF IN $1750.00%104 104— $175 新建仓
NGS NATURAL GAS SVCS GROUP INC $1730.00%4 4— $173 新建仓
CYRX CRYOPORT INC $1730.00%11 11— $173 新建仓
EGY VAALCO ENERGY INC $1730.00%34 -22,137-99.8% -$11.26万 重新持有
SPSC SPS COMM INC $1720.00%3 3— $172 新建仓
EYE NATIONAL VISION HLDGS INC $1720.00%9 228.6% $38 重新持有
NEOG NEOGEN CORP $1710.00%19 -181-90.5% -$1,629 减仓
— FRANKLIN TEMPLETON DIGITAL H $1700.00%5 00.0% — 不变
PAY PAYMENTUS HOLDINGS INC $1700.00%7 7— $170 新建仓
MRVI MARAVAI LIFESCIENCES HLDGS I $1690.00%27 27— $169 新建仓
AMPL AMPLITUDE INC $1690.00%22 -25-53.2% -$192 重新持有
ROOT ROOT INC $1680.00%3 -224-98.7% -$1.25万 减仓
ACTG ACACIA RESH CORP $1680.00%36 36— $168 新建仓
CXM SPRINKLR INC $1660.00%32 26433.3% $135 重新持有
AURA AURA BIOSCIENCES INC $1650.00%23 23— $165 新建仓
— MINK THERAPEUTICS INC $1640.00%14 00.0% — 不变
ATRO ASTRONICS CORP $1640.00%2 -5-71.4% -$410 重新持有
BOC BOSTON OMAHA CORP $1640.00%12 12— $164 新建仓
VIA VIA TRANSN INC $1640.00%9 9— $164 新建仓
FRST PRIMIS FINANCIAL CORP $1640.00%10 8400.0% $131 重新持有
ATNI ATN INTL INC $1590.00%6 6— $159 新建仓
— STELLAR BANCORP INC $1580.00%4 4— $158 新建仓
WMK WEIS MKTS INC $1580.00%2 2— $158 新建仓
BBCP CONCRETE PUMPING HLDGS INC $1570.00%13 13— $157 新建仓
ZYME ZYMEWORKS INC $1570.00%6 6— $157 新建仓
OPTU OPTIMUM COMMUNICATIONS INC $1570.00%108 108— $157 新建仓
PSIX POWER SOLUTIONS INTL INC $1560.00%4 00.0% — 不变
HGTY HAGERTY INC $1560.00%13 13— $156 新建仓
AVNW AVIAT NETWORKS INC $1560.00%7 7— $156 新建仓
LAND GLADSTONE LD CORP $1550.00%18 -37-67.3% -$319 重新持有
MLR MILLER INDS INC TENN $1550.00%3 3— $155 新建仓
RCUS ARCUS BIOSCIENCES INC $1550.00%5 5— $155 新建仓
NTLA INTELLIA THERAPEUTICS INC $1530.00%9 9— $153 新建仓
ABR ARBOR REALTY TRUST INC $1520.00%28 28— $152 新建仓
DGICA DONEGAL GROUP INC $1510.00%8 8— $151 新建仓
MBIN MERCHANTS BANCORP IND $1500.00%3 3— $150 新建仓
RNA ATRIUM THERAPEUTICS INC $1490.00%11 11— $149 新建仓
BCAX BICARA THERAPEUTICS INC $1490.00%5 5— $149 新建仓
CAR AVIS BUDGET GROUP INC $1480.00%1 -9-90.0% -$1,332 减仓
— CHARGEPOINT HOLDINGS INC $1480.00%25 00.0% — 不变
IRON DISC MEDICINE INC $1480.00%2 2— $148 新建仓
ACH ACCENDRA HEALTH INC $1450.00%42 42— $145 新建仓
TG TREDEGAR CORP $1440.00%18 18— $144 新建仓
PAL PROFICIENT AUTO LOGISTICS IN $1440.00%21 21— $144 新建仓
DNN DENISON MINES CORP $1440.00%47 47— $144 新建仓
CGON CG ONCOLOGY INC $1430.00%2 2— $143 新建仓
CDNA CAREDX INC $1430.00%5 -1-16.7% -$29 重新持有
CAI CARIS LIFE SCIENCES INC $1430.00%8 8— $143 新建仓
OSW ONESPAWORLD HOLDINGS LIMITED $1420.00%5 -499-99.0% -$1.42万 减仓
ONT ONTERRIS INC $1420.00%7 -4-36.4% -$81 重新持有
SSRM SSR MINING IN $1420.00%5 5— $142 新建仓
— SKYWATER TECHNOLOGY INC $1400.00%4 4— $140 新建仓
AVBP ARRIVENT BIOPHARMA INC $1390.00%4 4— $139 新建仓
RPD RAPID7 INC $1380.00%17 9112.5% $73 重新持有
AMRC AMERESCO INC $1380.00%5 5— $138 新建仓
— THERAVANCE BIOPHARMA INC $1360.00%8 8— $136 新建仓
WNC WABASH NATL CORP $1350.00%10 10— $135 新建仓
AORT ARTIVION INC $1350.00%6 6— $135 新建仓
SEG SEAPORT ENTMT GROUP INC $1340.00%5 5— $134 新建仓
— NORTHFIELD BANCORP INC DEL $1330.00%9 -3-25.0% -$44 重新持有
PKBK PARKE BANCORP INC $1330.00%4 3300.0% $100 重新持有
PACK RANPAK HOLDINGS CORP $1330.00%18 18— $133 新建仓
— APOGEE THERAPEUTICS INC $1330.00%1 1— $133 新建仓
HLF HERBALIFE LTD $1320.00%10 466.7% $53 重新持有