Steward Partners Investment Advisory, LLC
STAMFORD CT · SEC CIK 0001723397
$195.88亿2026Q2 申报市值
4,648持仓数
20.4%前十大占比 · 第一大 3.4%
474 / 283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
PJUN 加仓+$6,125.66万
LRCX 加仓+$3,898.15万
SOXX 加仓+$3,346.16万
SPCX 新建仓+$3,155.43万
AVGO 加仓+$3,101.18万
2026Q2 卖出最多 按季末市值估算
IEMG 减仓-$2.70亿
META 减仓-$1.64亿
NVDA 减仓-$1.51亿
GOOGL 减仓-$1.49亿
IEFA 减仓-$1.35亿
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 |
|---|---|---|---|---|---|---|---|---|
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -50,240 | -100.0% | -$176.54万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -29,515 | -100.0% | -$76.38万 | 清仓 |
| ABFL | ABACUS FCF ETF TR | $0 | 0.00% | 0 | -8,515 | -100.0% | -$60.58万 | 清仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $0 | 0.00% | 0 | -20,486 | -100.0% | -$53.14万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -4,927 | -100.0% | -$52.18万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -28,075 | -100.0% | -$50.59万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,330 | -100.0% | -$42.38万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -3,524 | -100.0% | -$41.46万 | 清仓 |
| SDSI | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,529 | -100.0% | -$38.62万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,335 | -100.0% | -$33.98万 | 清仓 |
| — | ADVISORS INNER CIRCLE FD | $0 | 0.00% | 0 | -10,868 | -100.0% | -$33.70万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,429 | -100.0% | -$29.99万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,723 | -100.0% | -$28.96万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,634 | -100.0% | -$27.47万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,130 | -100.0% | -$26.94万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -2,474 | -100.0% | -$26.41万 | 清仓 |
| — | ABRDN NATL MUN INCOME FD | $0 | 0.00% | 0 | -25,766 | -100.0% | -$25.66万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -13,000 | -100.0% | -$22.62万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -18,605 | -100.0% | -$22.20万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -1,505 | -100.0% | -$21.00万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -56,409 | -100.0% | -$20.93万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -900 | -100.0% | -$20.20万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -5,319 | -100.0% | -$19.67万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -631 | -100.0% | -$19.19万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -2,564 | -100.0% | -$18.40万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -892 | -100.0% | -$16.35万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -548 | -100.0% | -$15.95万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -389 | -100.0% | -$13.32万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -5,396 | -100.0% | -$12.91万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -10,047 | -100.0% | -$12.36万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -550 | -100.0% | -$11.08万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -5,011 | -100.0% | -$11.04万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -72,000 | -100.0% | -$10.71万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -827 | -100.0% | -$10.41万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -1,847 | -100.0% | -$10.21万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -669 | -100.0% | -$10.01万 | 清仓 |
| SMLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -725 | -100.0% | -$9.94万 | 清仓 |
| — | NUVEEN NY DIVI ADV | $0 | 0.00% | 0 | -8,500 | -100.0% | -$9.48万 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -83,000 | -100.0% | -$9.15万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -4,634 | -100.0% | -$8.80万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$8.74万 | 清仓 |
| — | FEDERATED HERMES PREM MUNI I | $0 | 0.00% | 0 | -7,970 | -100.0% | -$8.71万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -807 | -100.0% | -$8.19万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$7.97万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.62万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -340 | -100.0% | -$7.40万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -5,585 | -100.0% | -$7.33万 | 清仓 |
| BGRN | ISHARES TR | $0 | 0.00% | 0 | -1,495 | -100.0% | -$7.09万 | 清仓 |
| CDL | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -950 | -100.0% | -$7.08万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -507 | -100.0% | -$7.05万 | 清仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -365 | -100.0% | -$6.90万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -1,621 | -100.0% | -$6.54万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -1,679 | -100.0% | -$6.38万 | 清仓 |
| — | PEAKSTONE REALTY TRUST | $0 | 0.00% | 0 | -2,995 | -100.0% | -$6.26万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -885 | -100.0% | -$6.15万 | 清仓 |
| HECA | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -2,000 | -100.0% | -$5.77万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -1,366 | -100.0% | -$5.74万 | 清仓 |
| — | COEPTIS THERAPEUTICS HLDGS I | $0 | 0.00% | 0 | -5,000 | -100.0% | -$5.61万 | 清仓 |
| HAYW | HAYWARD HLDGS INC | $0 | 0.00% | 0 | -4,180 | -100.0% | -$5.59万 | 清仓 |
| EQAL | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -1,000 | -100.0% | -$5.51万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -1,300 | -100.0% | -$5.30万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -1,190 | -100.0% | -$5.30万 | 清仓 |
| VCEB | VANGUARD WORLD FD | $0 | 0.00% | 0 | -811 | -100.0% | -$5.09万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -2,667 | -100.0% | -$5.04万 | 清仓 |
| REZ | ISHARES TR | $0 | 0.00% | 0 | -601 | -100.0% | -$5.00万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -766 | -100.0% | -$4.97万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -563 | -100.0% | -$4.90万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -140 | -100.0% | -$4.82万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -989 | -100.0% | -$4.49万 | 清仓 |
| PLOW | DOUGLAS DYNAMICS INC | $0 | 0.00% | 0 | -1,050 | -100.0% | -$4.42万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -228 | -100.0% | -$4.27万 | 清仓 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $0 | 0.00% | 0 | -750 | -100.0% | -$4.26万 | 清仓 |
| RBA | RB GLOBAL INC | $0 | 0.00% | 0 | -444 | -100.0% | -$4.25万 | 清仓 |
| NMFC | NEW MTN FIN CORP | $0 | 0.00% | 0 | -5,422 | -100.0% | -$4.21万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -1,988 | -100.0% | -$4.18万 | 清仓 |
| ALGN | ALIGN TECHNOLOGY INC | $0 | 0.00% | 0 | -242 | -100.0% | -$4.15万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -2,201 | -100.0% | -$4.04万 | 清仓 |
| — | PELTHOS THERAPEUTICS INC | $0 | 0.00% | 0 | -1,910 | -100.0% | -$4.01万 | 清仓 |
| IMCV | ISHARES TR | $0 | 0.00% | 0 | -462 | -100.0% | -$3.92万 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.72万 | 清仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $0 | 0.00% | 0 | -2,500 | -100.0% | -$3.67万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -411 | -100.0% | -$3.54万 | 清仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -1,558 | -100.0% | -$3.51万 | 清仓 |
| ENSG | ENSIGN GROUP INC | $0 | 0.00% | 0 | -171 | -100.0% | -$3.45万 | 清仓 |
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -760 | -100.0% | -$3.39万 | 清仓 |
| — | SEABRIDGE GOLD INC | $0 | 0.00% | 0 | -1,182 | -100.0% | -$3.35万 | 清仓 |
| — | FIDELITY MERRIMACK STR TR | $0 | 0.00% | 0 | -672 | -100.0% | -$3.34万 | 清仓 |
| AORT | ARTIVION INC | $0 | 0.00% | 0 | -830 | -100.0% | -$3.04万 | 清仓 |
| — | AMERICAN WTR CAP CORP | $0 | 0.00% | 0 | -30,000 | -100.0% | -$2.99万 | 清仓 |
| IBTK | ISHARES TR | $0 | 0.00% | 0 | -1,511 | -100.0% | -$2.98万 | 清仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $0 | 0.00% | 0 | -4,758 | -100.0% | -$2.86万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$2.85万 | 清仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $0 | 0.00% | 0 | -645 | -100.0% | -$2.82万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -620 | -100.0% | -$2.64万 | 清仓 |
| — | UNITED STS GASOLINE FD LP | $0 | 0.00% | 0 | -251 | -100.0% | -$2.59万 | 清仓 |
| KRYS | KRYSTAL BIOTECH INC | $0 | 0.00% | 0 | -100 | -100.0% | -$2.58万 | 清仓 |
| — | ETF OPPORTUNITIES TRUST | $0 | 0.00% | 0 | -1,300 | -100.0% | -$2.57万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$2.43万 | 清仓 |
| — | DIGIMARC CORP NEW | $0 | 0.00% | 0 | -4,943 | -100.0% | -$2.43万 | 清仓 |
| PLUS | EPLUS INC | $0 | 0.00% | 0 | -316 | -100.0% | -$2.38万 | 清仓 |