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
— UDEMY INC $00.00%0 -2,266-100.0% -$1.05万 清仓
FSSL FS SPECIALTY LENDING FD $00.00%0 -824-100.0% -$1.03万 清仓
NFLX NETFLIX INC. 看涨期权 $00.00%0 -100-100.0% -$9,615 清仓
— ETF SER SOLUTIONS $00.00%0 -1,000-100.0% -$8,990 清仓
SBS COMPANHIA DE SANEAMENTO BASI $00.00%0 -1,410-100.0% -$8,618 清仓
BCD ABRDN ETFS $00.00%0 -205-100.0% -$7,335 清仓
SMP STANDARD MTR PRODS INC $00.00%0 -200-100.0% -$6,948 清仓
— MASIMO CORP $00.00%0 -35-100.0% -$6,226 清仓
SBET SHARPLINK INC $00.00%0 -950-100.0% -$6,128 清仓
AGX ARGAN INC $00.00%0 -11-100.0% -$5,992 清仓
MP MP MATERIALS CORP 看涨期权 $00.00%0 -100-100.0% -$4,826 清仓
— CARNIVAL PLC $00.00%0 -125-100.0% -$3,222 清仓
— TRIPLEPOINT VENTURE GROWTH B $00.00%0 -630-100.0% -$3,144 清仓
BKLN INVESCO EXCH TRADED FD TR II $00.00%0 -150-100.0% -$3,062 清仓
— BITFARMS LTD $00.00%0 -1,045-100.0% -$2,039 清仓
— SPRING VY ACQUISITION CORP I $00.00%0 -200-100.0% -$2,032 清仓
OCGN OCUGEN INC $00.00%0 -670-100.0% -$1,213 清仓
BKSY BLACKSKY TECHNOLOGY INC $00.00%0 -45-100.0% -$1,133 清仓
— KALVISTA PHARMACEUTICALS INC $00.00%0 -48-100.0% -$972 清仓
TNGX TANGO THERAPEUTICS INC $00.00%0 -45-100.0% -$942 清仓
— INOVIO PHARMACEUTICALS INC $00.00%0 -500-100.0% -$870 清仓
QUIK QUICKLOGIC CORP $00.00%0 -80-100.0% -$751 清仓
CRVS CORVUS PHARMACEUTICALS INC $00.00%0 -50-100.0% -$732 清仓
FVRR FIVERR INTL LTD $00.00%0 -70-100.0% -$702 清仓
— SENSUS HEALTHCARE INC $00.00%0 -155-100.0% -$617 清仓
OLMA OLEMA PHARMACEUTICALS INC $00.00%0 -38-100.0% -$567 清仓
— DEFI TECHNOLOGIES INC $00.00%0 -815-100.0% -$451 清仓
— MIND TECHNOLOGY INC $00.00%0 -50-100.0% -$418 清仓
CNXC CONCENTRIX CORP $00.00%0 -15-100.0% -$411 清仓
— INUVO INC $00.00%0 -164-100.0% -$340 清仓
SMBS SCHWAB STRATEGIC TR $00.00%0 -12-100.0% -$307 清仓
— VALNEVA SE $00.00%0 -48-100.0% -$303 清仓
MLYS MINERALYS THERAPEUTICS INC $00.00%0 -11-100.0% -$298 清仓
IMTX IMMATICS N.V $00.00%0 -25-100.0% -$244 清仓
GRND GRINDR INC $00.00%0 -20-100.0% -$242 清仓
— GLIMPSE GROUP INC $00.00%0 -385-100.0% -$199 清仓
XPER XPERI INC $00.00%0 -33-100.0% -$182 清仓
ZLAB ZAI LAB LTD $00.00%0 -9-100.0% -$170 清仓
— INNOVIZ TECHNOLOGIES LTD $00.00%0 -230-100.0% -$146 清仓
— ACUMEN PHARMACEUTICALS INC $00.00%0 -60-100.0% -$142 清仓
— SYNERGY CHC CORP $00.00%0 -109-100.0% -$141 清仓
— INTELLICHECK MOBILISA INC $00.00%0 -20-100.0% -$140 清仓
LEMB ISHARES INC $00.00%0 -3-100.0% -$123 清仓
— CLOUDASTRUCTURE INC $00.00%0 -150-100.0% -$92 清仓
ABCL ABCELLERA BIOLOGICS INC $00.00%0 -26-100.0% -$91 清仓
— REKOR SYSTEMS INC $00.00%0 -105-100.0% -$87 清仓
— EVOTEC AG $00.00%0 -29-100.0% -$73 清仓
WOLF WOLFSPEED INC $00.00%0 -4-100.0% -$66 清仓
— AXE COMPUTE INC $00.00%0 -40-100.0% -$65 清仓
VOD VODAFONE GROUP PLC $00.00%0 -4-100.0% -$57 清仓
— IMPERIAL PETE INC $00.00%0 -13-100.0% -$56 清仓
— GUARDFORCE AI CO LTD $00.00%0 -40-100.0% -$18 清仓
— CANOPY GROWTH CORPORATION $00.00%0 -2-100.0% -$2 清仓
SVA SINOVAC BIOTECH LTD $00.00%500 00.0% — 不变
— OPENDOOR TECHNOLOGIES INC $00.00%1 1— — 新建仓
— OPENDOOR TECHNOLOGIES INC $00.00%1 1— — 新建仓