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 |
|---|---|---|---|---|---|---|---|---|
| BILZ | PIMCO ETF TR | $5,551 | 0.00% | 55 | 55 | — | $5,551 | 新建仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $5,553 | 0.00% | 92 | -279 | -75.2% | -$1.68万 | 减仓 |
| SPGM | SPDR INDEX SHS FDS | $5,569 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $5,576 | 0.00% | 1,401 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $5,587 | 0.00% | 965 | -1,000 | -50.9% | -$5,790 | 减仓 |
| CTS | CTS CORP | $5,606 | 0.00% | 86 | 86 | — | $5,606 | 新建仓 |
| CDNA | CAREDX INC | $5,615 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| — | VOYA ASIA PAC HIGH DIV EQT I | $5,673 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $5,720 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP | $5,731 | 0.00% | 35 | 3 | 9.4% | $491 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $5,733 | 0.00% | 114 | -10 | -8.1% | -$503 | 减仓 |
| — | PUTNAM ETF TRUST | $5,749 | 0.00% | 725 | -309 | -29.9% | -$2,450 | 减仓 |
| TMC | TMC THE METALS COMPANY INC | $5,759 | 0.00% | 1,300 | -200 | -13.3% | -$886 | 减仓 |
| — | LASER PHOTONICS CORP | $5,775 | 0.00% | 3,500 | 3,500 | — | $5,775 | 新建仓 |
| — | MERIDIAN HOLDINGS INC | $5,791 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE CAP CORP | $5,826 | 0.00% | 300 | 200 | 200.0% | $3,884 | 加仓 |
| RES | RPC INC | $5,830 | 0.00% | 1,000 | 1,000 | — | $5,830 | 新建仓 |
| CRAI | CRA INTL INC | $5,834 | 0.00% | 41 | -64 | -61.0% | -$9,107 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $5,834 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $5,853 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| LEN/B | LENNAR CORP | $5,855 | 0.00% | 66 | -4 | -5.7% | -$355 | 减仓 |
| FFSM | FIDELITY COVINGTON TRUST | $5,884 | 0.00% | 154 | 154 | — | $5,884 | 新建仓 |
| ZURA | ZURA BIO LTD | $5,900 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ELDN | ELEDON PHARMACEUTICALS INC | $5,910 | 0.00% | 1,500 | 500 | 50.0% | $1,970 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5,911 | 0.00% | 205 | -474 | -69.8% | -$1.37万 | 减仓 |
| CPF | CENTRAL PAC FINL CORP | $5,952 | 0.00% | 156 | 156 | — | $5,952 | 新建仓 |
| MMSI | MERIT MED SYS INC | $5,963 | 0.00% | 86 | 59 | 218.5% | $4,091 | 加仓 |
| BDC | BELDEN INC | $5,996 | 0.00% | 50 | 2 | 4.2% | $240 | 加仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $6,025 | 0.00% | 608 | -1 | -0.2% | -$10 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $6,054 | 0.00% | 205 | -103 | -33.4% | -$3,042 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $6,081 | 0.00% | 703 | 322 | 84.5% | $2,785 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $6,087 | 0.00% | 124 | 124 | — | $6,087 | 新建仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $6,090 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $6,094 | 0.00% | 167 | 167 | — | $6,094 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $6,108 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| MMS | MAXIMUS INC | $6,142 | 0.00% | 114 | 10 | 9.6% | $539 | 加仓 |
| RGNX | REGENXBIO INC | $6,146 | 0.00% | 513 | -1,900 | -78.7% | -$2.28万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $6,160 | 0.00% | 2,000 | -70 | -3.4% | -$216 | 减仓 |
| COMT | ISHARES U S ETF TR | $6,165 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $6,175 | 0.00% | 51 | -1,777 | -97.2% | -$21.52万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $6,194 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | LOANDEPOT INC | $6,250 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $6,254 | 0.00% | 131 | -376 | -74.2% | -$1.80万 | 减仓 |
| PXF | INVESCO EXCH TRADED FD TR II | $6,278 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| DCTH | DELCATH SYS INC | $6,308 | 0.00% | 501 | 500 | 50,000.0% | $6,295 | 加仓 |
| — | GLOBAL X FDS | $6,313 | 0.00% | 157 | -307,795 | -99.9% | -$1,237.65万 | 减仓 |
| DUOL | DUOLINGO INC | $6,326 | 0.00% | 55 | -103 | -65.2% | -$1.18万 | 减仓 |
| — | WESTERN ASSET HIGH INCOM FD | $6,336 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CLMT | CALUMET INC | $6,340 | 0.00% | 176 | 176 | — | $6,340 | 新建仓 |
| AEG | AEGON LTD | $6,350 | 0.00% | 752 | 317 | 72.9% | $2,677 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $6,376 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $6,383 | 0.00% | 288 | -5,616 | -95.1% | -$12.45万 | 减仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $6,406 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| NMIH | NMI HLDGS INC | $6,451 | 0.00% | 157 | 157 | — | $6,451 | 新建仓 |
| XRN | CHIRON REAL ESTATE INC | $6,453 | 0.00% | 172 | 160 | 1,333.3% | $6,003 | 加仓 |
| VET | VERMILION ENERGY INC | $6,475 | 0.00% | 691 | 29 | 4.4% | $272 | 加仓 |
| — | ECO WAVE POWER GLOBAL AB | $6,516 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| — | AMERICAN WELL CORP | $6,539 | 0.00% | 717 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $6,542 | 0.00% | 90 | 90 | — | $6,542 | 新建仓 |
| EZPW | EZCORP INC | $6,568 | 0.00% | 190 | 0 | 0.0% | — | 不变 |
| LOPE | GRAND CANYON ED INC | $6,583 | 0.00% | 46 | 34 | 283.3% | $4,866 | 加仓 |
| DX | DYNEX CAP INC | $6,604 | 0.00% | 504 | 304 | 152.0% | $3,983 | 加仓 |
| FDMT | 4D MOLECULAR THERAPEUTICS IN | $6,650 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $6,655 | 0.00% | 1,270 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $6,668 | 0.00% | 2,886 | 125 | 4.5% | $289 | 加仓 |
| — | AMPLIFY ETF TR | $6,734 | 0.00% | 136 | 6 | 4.6% | $297 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $6,776 | 0.00% | 200 | -81 | -28.8% | -$2,744 | 减仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $6,783 | 0.00% | 81 | -100 | -55.2% | -$8,374 | 减仓 |
| — | ISHARES TR | $6,836 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| — | XILIO THERAPEUTICS INC | $6,840 | 0.00% | 714 | 714 | — | $6,840 | 新建仓 |
| TMDX | TRANSMEDICS GROUP INC | $6,841 | 0.00% | 103 | 77 | 296.2% | $5,114 | 加仓 |
| MNRO | MONRO INC | $6,844 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NTSX | WISDOMTREE TR | $6,850 | 0.00% | 116 | 116 | — | $6,850 | 新建仓 |
| — | LEGGETT & PLATT INC | $6,864 | 0.00% | 586 | 370 | 171.3% | $4,334 | 加仓 |
| — | AMPLIFY ETF TR | $6,895 | 0.00% | 250 | -1,250 | -83.3% | -$3.45万 | 减仓 |
| CDRE | CADRE HLDGS INC | $6,928 | 0.00% | 243 | -268 | -52.4% | -$7,641 | 减仓 |
| — | ROUNDHILL ETF TRUST | $6,947 | 0.00% | 215 | 215 | — | $6,947 | 新建仓 |
| PPT | PUTNAM PREMIER INCOME TR | $6,952 | 0.00% | 1,992 | -6,500 | -76.5% | -$2.27万 | 减仓 |
| CADL | CANDEL THERAPEUTICS INC | $6,973 | 0.00% | 677 | 0 | 0.0% | — | 不变 |
| — | TEXAS COMMUNITY BANCSHARES I | $7,035 | 0.00% | 400 | 400 | — | $7,035 | 新建仓 |
| AN | AUTONATION INC | $7,060 | 0.00% | 38 | -6 | -13.6% | -$1,115 | 减仓 |
| TQQQ | PROSHARES TR | $7,069 | 0.00% | 87 | 35 | 67.3% | $2,844 | 加仓 |
| — | SPDR SERIES TRUST | $7,075 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7,078 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| DMC | DEL MONTE CORP | $7,173 | 0.00% | 257 | 257 | — | $7,173 | 新建仓 |
| — | PROSHARES TR | $7,181 | 0.00% | 74 | 74 | — | $7,181 | 新建仓 |
| EMBD | GLOBAL X FDS | $7,185 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $7,187 | 0.00% | 148 | 35 | 31.0% | $1,700 | 加仓 |
| GDRX | GOODRX HLDGS INC | $7,200 | 0.00% | 2,500 | -2,906 | -53.8% | -$8,369 | 减仓 |
| OPLN | OPENLANE INC | $7,258 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES TR II | $7,282 | 0.00% | 221 | 12 | 5.7% | $395 | 加仓 |
| WSE | WISE GROUP PLC | $7,325 | 0.00% | 615 | 615 | — | $7,325 | 新建仓 |
| EWN | ISHARES INC | $7,456 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| HAFC | HANMI FINL CORP | $7,473 | 0.00% | 231 | 231 | — | $7,473 | 新建仓 |
| — | ASCENT SOLAR TECHNOLOGIES IN | $7,505 | 0.00% | 1,501 | 1,500 | 150,000.0% | $7,500 | 加仓 |
| OLN | OLIN CORP | $7,530 | 0.00% | 380 | -3 | -0.8% | -$59 | 减仓 |
| TXG | 10X GENOMICS INC | $7,553 | 0.00% | 197 | 58 | 41.7% | $2,224 | 加仓 |
| HOMB | HOME BANCSHARES INC | $7,566 | 0.00% | 265 | -542 | -67.2% | -$1.55万 | 减仓 |
| KOPN | KOPIN CORP | $7,616 | 0.00% | 1,700 | 1,700 | — | $7,616 | 新建仓 |
| — | ASCENT INDUSTRIES CO | $7,635 | 0.00% | 508 | 0 | 0.0% | — | 不变 |