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
POWW OUTDOOR HOLDING CO $440.00%19 19— $44 新建仓
ASST STRIVE INC $440.00%4 4— $44 新建仓
RBBN RIBBON COMMUNICATIONS INC $430.00%18 18— $43 新建仓
SPRY ARS PHARMACEUTICALS INC $420.00%5 5— $42 新建仓
RCKY ROCKY BRANDS INC $420.00%1 1— $42 新建仓
— KINGSWAY CORP $420.00%4 4— $42 新建仓
ALCO ALICO INC $420.00%1 1— $42 新建仓
ORRF ORRSTOWN FINL SVCS INC $410.00%1 1— $41 新建仓
PRTA PROTHENA CORP PLC $400.00%4 00.0% — 不变
WOOF PETCO HEALTH & WELLNESS CO I $400.00%14 14— $40 新建仓
METC RAMACO RES INC $400.00%3 3— $40 新建仓
FDMT 4D MOLECULAR THERAPEUTICS IN $400.00%3 3— $40 新建仓
RMNI RIMINI STR INC DEL $400.00%9 9— $40 新建仓
— ALPHA TEKNOVA INC $400.00%7 7— $40 新建仓
— NERDY INC $400.00%43 43— $40 新建仓
JCAP JEFFERSON CAPITAL INC $390.00%2 2— $39 新建仓
— ADC THERAPEUTICS SA $390.00%36 36— $39 新建仓
TASK TASKUS INC $390.00%8 8— $39 新建仓
— LIFEZONE METALS LIMITED $390.00%10 10— $39 新建仓
— DOUGLAS ELLIMAN INC $380.00%21 19950.0% $34 加仓
CURV TORRID HLDGS INC $380.00%20 20— $38 新建仓
SPIR SPIRE GLOBAL INC $380.00%2 2— $38 新建仓
— WHITESTONE REIT $380.00%2 2— $38 新建仓
DDD 3D SYS CORP DEL $370.00%12 12— $37 新建仓
— TALKSPACE INC $370.00%7 7— $37 新建仓
URGN UROGEN PHARMA LTD $370.00%1 1— $37 新建仓
VITL VITAL FARMS INC $350.00%3 3— $35 新建仓
AIOT POWERFLEET INC $350.00%9 9— $35 新建仓
SOC SABLE OFFSHORE CORP $350.00%11 11— $35 新建仓
— CITIZENS INC $350.00%6 6— $35 新建仓
CCNE CNB FINL CORP PA $340.00%1 1— $34 新建仓
PRME PRIME MEDICINE INC $340.00%9 9— $34 新建仓
CDXS CODEXIS INC $340.00%15 15— $34 新建仓
GCO GENESCO INC $340.00%1 1— $34 新建仓
UPWK UPWORK INC $340.00%4 -4,586-99.9% -$3.90万 重新持有
FELG FIDELITY COVINGTON TRUST $330.00%1 00.0% — 不变
IPI INTREPID POTASH INC $330.00%1 1— $33 新建仓
EGHT 8X8 INC NEW $330.00%19 -26-57.8% -$45 重新持有
PCYO PURE CYCLE CORP $330.00%3 -2,116-99.9% -$2.33万 重新持有
NGNE NEUROGENE INC $320.00%1 1— $32 新建仓
ACRS ACLARIS THERAPEUTICS INC $320.00%6 6— $32 新建仓
LILA LIBERTY LATIN AMERICA LTD $320.00%4 4— $32 新建仓
NPCE NEUROPACE INC $320.00%2 2— $32 新建仓
— NI HLDGS INC $320.00%2 2— $32 新建仓
RYAM RAYONIER ADVANCED MATLS INC $320.00%4 4— $32 新建仓
PRCH PORCH GROUP INC $310.00%2 -177,746-100.0% -$275.51万 减仓
— FARADAY FUTURE INTLGT ELEC I $310.00%132 132— $31 新建仓
OPFI OPPFI INC $300.00%3 3— $30 新建仓
CERS CERUS CORP $300.00%10 -72-87.8% -$216 重新持有
HTFL HEARTFLOW INC $300.00%1 1— $30 新建仓
IMXI INTERNATIONAL MONEY EXPRESS $300.00%2 -5-71.4% -$75 重新持有
— BARK INC $300.00%3 3— $30 新建仓
SLDP SOLID POWER INC $290.00%11 11— $29 新建仓
— CLARUS CORP NEW $290.00%9 9— $29 新建仓
— CROSS CTRY HEALTHCARE INC $280.00%2 2— $28 新建仓
— STRAWBERRY FIELDS REIT INC $280.00%2 2— $28 新建仓
GLXY GALAXY DIGITAL INC. $280.00%1 1— $28 新建仓
PLSE PULSE BIOSCIENCES INC $280.00%1 1— $28 新建仓
LXEO LEXEO THERAPEUTICS INC $280.00%6 250.0% $9 重新持有
— INMUNE BIO INC $280.00%17 17— $28 新建仓
NEXN NEXXEN INTL LTD $280.00%3 3— $28 新建仓
GDOT GREEN DOT CORP $280.00%2 2— $28 新建仓
— BRC INC $270.00%24 24— $27 新建仓
— TUCOWS INC $270.00%2 2— $27 新建仓
ALTG ALTA EQUIPMENT GROUP INC $260.00%4 -26-86.7% -$169 减仓
YELP YELP INC $250.00%1 -6-85.7% -$150 重新持有
YSS YORK SPACE SYSTEMS INC $250.00%1 1— $25 新建仓
— 1 800 FLOWERS COM INC $250.00%7 7— $25 新建仓
— SANARA MEDTECH INC $240.00%1 1— $24 新建仓
— AIRSHIP AI HLDGS INC $230.00%9 7350.0% $18 重新持有
— OPTIMIZERX CORP $230.00%4 4— $23 新建仓
NAVN NAVAN INC $230.00%1 1— $23 新建仓
SRTA STRATA CRITICAL MEDICAL INC $220.00%4 -220-98.2% -$1,210 重新持有
— MEDIFAST INC $220.00%2 00.0% — 重新持有
NBBK NB BANCORP INC $220.00%1 1— $22 新建仓
— EPSILON ENERGY LTD $220.00%4 -1-20.0% -$6 重新持有
— CHICAGO ATLANTIC REAL ESTATE $220.00%2 2— $22 新建仓
SI SHOULDER INNOVATIONS INC $210.00%1 1— $21 新建仓
INV INNVENTURE INC $210.00%4 4— $21 新建仓
AQST AQUESTIVE THERAPEUTICS INC $210.00%5 5— $21 新建仓
— ORION PROPERTIES INC $210.00%7 7— $21 新建仓
— OLAPLEX HLDGS INC $200.00%9 9— $20 新建仓
AOMR ANGEL OAK MORTGAGE REIT INC $200.00%2 2— $20 新建仓
SERV SERVE ROBOTICS INC $200.00%3 3— $20 新建仓
SSP SCRIPPS E W CO OHIO $200.00%7 7— $20 新建仓
— MICROVISION INC DEL $200.00%59 59— $20 新建仓
SVRA SAVARA INC $190.00%3 3— $19 新建仓
RLGT RADIANT LOGISTICS INC $190.00%2 2— $19 新建仓
VOXR VOX ROYALTY CORP $190.00%4 4— $19 新建仓
— ESCALADE INC $190.00%1 00.0% — 重新持有
— XEROX HOLDINGS CORP $180.00%62 00.0% — 不变
CLPT CLEARPOINT NEURO INC $180.00%1 1— $18 新建仓
— COSTAMARE BULKERS HLDGS LTD $180.00%1 1— $18 新建仓
OSUR ORASURE TECHNOLOGIES INC $180.00%4 4— $18 新建仓
— MAUI LD & PINEAPPLE INC $180.00%1 1— $18 新建仓
PBYI PUMA BIOTECHNOLOGY INC $170.00%2 -15-88.2% -$128 重新持有
— FORRESTER RESH INC $170.00%2 00.0% — 重新持有
— MAXCYTE INC $160.00%13 13— $16 新建仓
— SUNRISE RLTY TR INC $160.00%2 2— $16 新建仓
— STEREOTAXIS INC $160.00%9 9— $16 新建仓