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
TRC TEJON RANCH CO $1310.00%7 7— $131 新建仓
SABR SABRE CORP $1300.00%62 62— $130 新建仓
NRDS NERDWALLET INC $1300.00%14 14— $130 新建仓
QS QUANTUMSCAPE CORP $1290.00%17 15750.0% $114 重新持有
MXL MAXLINEAR INC $1290.00%1 -19-95.0% -$2,451 重新持有
ELMD ELECTROMED INC $1280.00%3 3— $128 新建仓
PRTH PRIORITY TECHNOLOGY HLDGS IN $1280.00%19 15.6% $7 重新持有
DCTH DELCATH SYS INC $1260.00%10 10— $126 新建仓
PAHC PHIBRO ANIMAL HEALTH CORP $1260.00%4 4— $126 新建仓
WLTH WEALTHFRONT CORP $1260.00%14 14— $126 新建仓
— CVRX INC $1250.00%24 24— $125 新建仓
ILPT INDUSTRIAL LOGISTICS PPTYS T $1250.00%14 14— $125 新建仓
FC FRANKLIN COVEY CO $1240.00%5 5— $124 新建仓
PANL PANGAEA LOGISTICS SOLUTION L $1240.00%19 19— $124 新建仓
OLP ONE LIBERTY PPTYS INC $1230.00%5 5— $123 新建仓
CASK MGP INGREDIENTS INC NEW $1230.00%7 7— $123 新建仓
— THEMES ETF TR $1230.00%30 30— $123 新建仓
EWTX EDGEWISE THERAPEUTICS INC $1220.00%3 3— $122 新建仓
— ATAIBECKLEY INC $1220.00%23 23— $122 新建仓
ASIC ATEGRITY SPECIALTY IN CO HO $1220.00%5 5— $122 新建仓
— SILA REALTY TRUST INC $1220.00%4 4— $122 新建仓
MGTX MEIRAGTX HLDGS PLC $1220.00%9 9— $122 新建仓
— GBANK FINL HLDGS INC $1220.00%4 4— $122 新建仓
— XORTX THERAPEUTICS INC $1200.00%55 -222-80.1% -$484 减仓
ABUS ARBUTUS BIOPHARMA CORP $1200.00%25 25— $120 新建仓
EOLS EVOLUS INC $1190.00%17 -17-50.0% -$119 减仓
LOCO EL POLLO LOCO HLDGS INC $1190.00%7 7— $119 新建仓
OCFC OCEANFIRST FINL CORP $1180.00%6 6— $118 新建仓
— LEGGETT & PLATT INC $1180.00%10 -59-85.5% -$696 重新持有
UNTY UNITY BANCORP INC $1180.00%2 2— $118 新建仓
— HAIN CELESTIAL GROUP INC $1180.00%209 145226.6% $82 重新持有
ABX ABACUS GLOBAL MGMT INC $1180.00%11 11— $118 新建仓
— INVESTMENT MANAGERS SER TR $1170.00%10 10— $117 新建仓
CMCL CALEDONIA MNG CORP $1160.00%6 6— $116 新建仓
IMVT IMMUNOVANT INC $1160.00%3 3— $116 新建仓
DC DAKOTA GOLD CORP $1160.00%27 27— $116 新建仓
NXH BED BATH & BEYOND INC $1160.00%20 20— $116 新建仓
XRN CHIRON REAL ESTATE INC $1130.00%3 3— $113 新建仓
— TWO HARBORS INVENTMENT CORPO $1130.00%9 -1-10.0% -$13 重新持有
— GAMESTOP CORP NEW $1120.00%40 00.0% — 不变
— ZEVIA PBC $1120.00%68 68— $112 新建仓
CLOV CLOVER HEALTH INVESTMENTS CO $1110.00%21 21— $111 新建仓
— GREENLAND ENERGY CO $1100.00%50 50— $110 新建仓
GPRE GREEN PLAINS INC $1080.00%7 -9,993-99.9% -$15.42万 重新持有
CABO CABLE ONE INC $1070.00%2 2— $107 新建仓
WTBA WEST BANCORPORATION INC $1070.00%4 4— $107 新建仓
LEGH LEGACY HOUSING CORP $1060.00%4 4— $106 新建仓
UPB UPSTREAM BIO INC $1050.00%15 15— $105 新建仓
HVT HAVERTY FURNITURE COS INC $1040.00%4 00.0% — 重新持有
— HUMACYTE INC $1030.00%130 130— $103 新建仓
ATEX ANTERIX INC $1030.00%1 1— $103 新建仓
IBTA IBOTTA INC $1030.00%3 3— $103 新建仓
AVIR ATEA PHARMACEUTICALS INC $1030.00%22 22— $103 新建仓
ORN ORION GROUP HLDGS INC $1010.00%6 6— $101 新建仓
MATV MATIV HOLDINGS INC $1000.00%13 685.7% $46 重新持有
— AVANOS MED INC $1000.00%4 -6-60.0% -$150 重新持有
INVX INNOVEX INTERNATIONAL INC $1000.00%4 4— $100 新建仓
FRPH FRP HLDGS INC $1000.00%4 2100.0% $50 重新持有
STOK STOKE THERAPEUTICS INC $990.00%3 3— $99 新建仓
PXED PHOENIX ED PARTNERS INC $990.00%3 3— $99 新建仓
ORIC ORIC PHARMACEUTICALS INC $980.00%9 9— $98 新建仓
XMTR XOMETRY INC $970.00%1 00.0% — 重新持有
IE IVANHOE ELECTRIC INC $970.00%10 10— $97 新建仓
SGHC SUPER GROUP SGHC LIMITED $960.00%7 7— $96 新建仓
— WEAVE COMMUNICATIONS INC $960.00%16 13433.3% $78 重新持有
CDNL CARDINAL INFRASTRUCTURE GROU $950.00%1 1— $95 新建仓
AII AMERICAN INTEGRITY INS GROUP $950.00%5 5— $95 新建仓
— GLOBAL WTR RES INC $950.00%13 13— $95 新建仓
— LUCID DIAGNOSTICS INC $950.00%88 88— $95 新建仓
— GLOBAL BUSINESS TRAVEL GROUP $940.00%10 10— $94 新建仓
KFRC KFORCE INC $940.00%2 -9-81.8% -$423 重新持有
JAKK JAKKS PAC INC $940.00%4 4— $94 新建仓
— CARTESIAN THERAPEUTICS INC $940.00%9 9— $94 新建仓
PSNL PERSONALIS INC $940.00%7 7— $94 新建仓
FRMI FERMI INC $930.00%10 10— $93 新建仓
TWI TITAN INTL INC ILL $930.00%12 12— $93 新建仓
ARVN ARVINAS INC $920.00%11 337.5% $25 重新持有
BORR BORR DRILLING LTD $910.00%22 22— $91 新建仓
— TILRAY BRANDS INC $900.00%20 18900.0% $81 加仓
FRBA FIRST BK WILLIAMSTOWN NEW JE $890.00%5 3150.0% $53 重新持有
HUBG HUB GROUP INC $880.00%2 2— $88 新建仓
USAR USA RARE EARTH INC $870.00%4 4— $87 新建仓
— SRX GLOBAL INC $870.00%958 958— $87 新建仓
STAA STAAR SURGICAL CO $870.00%3 3— $87 新建仓
ADV ADVANTAGE SOLUTIONS INC $870.00%2 2— $87 新建仓
— TIDAL TRUST II $860.00%3 -15-83.3% -$430 减仓
— BEYOND MEAT INC $860.00%114 11311,300.0% $85 加仓
ANNX ANNEXON INC $860.00%15 15— $86 新建仓
GEVO GEVO INC $860.00%57 57— $86 新建仓
HUN HUNTSMAN CORP $860.00%8 -76-90.5% -$817 重新持有
VERA VERA THERAPEUTICS INC $860.00%2 2— $86 新建仓
CODI COMPASS DIVERSIFIED $860.00%8 8— $86 新建仓
HROW HARROW INC $850.00%2 -15-88.2% -$638 减仓
IMNM IMMUNOME INC $850.00%4 4— $85 新建仓
BVS BIOVENTUS INC $850.00%9 00.0% — 重新持有
INNV INNOVAGE HLDG CORP $840.00%7 7— $84 新建仓
MBUU MALIBU BOATS INC $830.00%3 3— $83 新建仓
— SOUNDTHINKING INC $830.00%9 8800.0% $74 重新持有
— OCEAN PWR TECHNOLOGIES INC $820.00%312 312— $82 新建仓
RILY BRC GROUP HOLDINGS INC $810.00%10 00.0% — 不变