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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR | $7,675 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS | $7,691 | 0.00% | 395 | 151 | 61.9% | $2,940 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $7,824 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $7,832 | 0.00% | 539 | 8 | 1.5% | $116 | 加仓 |
| — | HARBOR ETF TRUST | $7,838 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $7,849 | 0.00% | 175 | 84 | 92.3% | $3,768 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $7,869 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| IEZ | ISHARES TR | $7,882 | 0.00% | 293 | -20,707 | -98.6% | -$55.70万 | 减仓 |
| — | ELICIO THERAPEUTICS INC | $7,910 | 0.00% | 2,023 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORPORATION | $7,942 | 0.00% | 547 | 137 | 33.4% | $1,989 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $7,944 | 0.00% | 70 | -141 | -66.8% | -$1.60万 | 减仓 |
| CALY | CALLAWAY GOLF CO | $7,948 | 0.00% | 423 | 423 | — | $7,948 | 新建仓 |
| — | MORGAN STANLEY INDIA INVT FD | $7,987 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $8,005 | 0.00% | 622 | -744 | -54.5% | -$9,575 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $8,045 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $8,048 | 0.00% | 1,427 | 1,417 | 14,170.0% | $7,992 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $8,110 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $8,124 | 0.00% | 315 | -83 | -20.9% | -$2,141 | 减仓 |
| CAC | CAMDEN NATL CORP | $8,133 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| DCO | DUCOMMUN INC DEL | $8,149 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| — | RADCOM LTD | $8,178 | 0.00% | 580 | 580 | — | $8,178 | 新建仓 |
| SLQD | ISHARES TR | $8,210 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $8,210 | 0.00% | 1,418 | -150 | -9.6% | -$868 | 减仓 |
| APPS | DIGITAL TURBINE INC | $8,230 | 0.00% | 638 | 118 | 22.7% | $1,522 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $8,232 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $8,235 | 0.00% | 970 | -17,989 | -94.9% | -$15.27万 | 减仓 |
| — | COLUMBIA ETF TR II | $8,291 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| — | PROFESIONALLY MANAGED PORTFO | $8,340 | 0.00% | 600 | 600 | — | $8,340 | 新建仓 |
| — | WESTERN ASSET GBL HIGH INC F | $8,368 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| GLNG | GOLAR LNG LTD | $8,373 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC | $8,373 | 0.00% | 51 | 51 | — | $8,373 | 新建仓 |
| DB | DEUTSCHE BK AG | $8,399 | 0.00% | 249 | -240 | -49.1% | -$8,095 | 减仓 |
| U | UNITY SOFTWARE INC | $8,416 | 0.00% | 294 | -530 | -64.3% | -$1.52万 | 减仓 |
| — | BRASKEM SA | $8,442 | 0.00% | 3,460 | 0 | 0.0% | — | 不变 |
| CYRX | CRYOPORT INC | $8,462 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $8,463 | 0.00% | 32 | -1 | -3.0% | -$264 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $8,477 | 0.00% | 513 | 513 | — | $8,477 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $8,541 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $8,608 | 0.00% | 165 | -202 | -55.0% | -$1.05万 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $8,673 | 0.00% | 1,923 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $8,675 | 0.00% | 1,701 | -15,036 | -89.8% | -$7.67万 | 减仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $8,678 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $8,698 | 0.00% | 169 | 128 | 312.2% | $6,588 | 加仓 |
| FLY | FIREFLY AEROSPACE INC | $8,702 | 0.00% | 296 | 293 | 9,766.7% | $8,614 | 加仓 |
| CSHI | NEOS ETF TRUST | $8,717 | 0.00% | 175 | -1,925 | -91.7% | -$9.59万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $8,724 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $8,731 | 0.00% | 293 | 77 | 35.6% | $2,294 | 加仓 |
| DNLI | DENALI THERAPEUTICS INC | $8,745 | 0.00% | 340 | 204 | 150.0% | $5,247 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $8,758 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $8,772 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $8,823 | 0.00% | 244 | -364 | -59.9% | -$1.32万 | 减仓 |
| EWI | ISHARES INC | $8,945 | 0.00% | 151 | -40 | -20.9% | -$2,370 | 减仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8,959 | 0.00% | 1,150 | -35 | -3.0% | -$273 | 减仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $8,991 | 0.00% | 1,261 | 0 | 0.0% | — | 不变 |
| — | OKYO PHARMA LTD | $9,000 | 0.00% | 6,000 | 6,000 | — | $9,000 | 新建仓 |
| — | KALARIS THERAPEUTICS INC | $9,015 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON BRANDS INC | $9,024 | 0.00% | 600 | 300 | 100.0% | $4,512 | 加仓 |
| ENVX | ENOVIX CORPORATION | $9,069 | 0.00% | 1,494 | -421 | -22.0% | -$2,556 | 减仓 |
| — | SWARMER INC | $9,084 | 0.00% | 205 | 205 | — | $9,084 | 新建仓 |
| HZO | MARINEMAX INC | $9,092 | 0.00% | 248 | 248 | — | $9,092 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $9,094 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $9,096 | 0.00% | 182 | -628 | -77.5% | -$3.14万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $9,153 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $9,193 | 0.00% | 425 | -2,876 | -87.1% | -$6.22万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $9,221 | 0.00% | 327 | 83 | 34.0% | $2,340 | 加仓 |
| MUX | MCEWEN INC. | $9,246 | 0.00% | 510 | 114 | 28.8% | $2,067 | 加仓 |
| EWQ | ISHARES INC | $9,268 | 0.00% | 204 | -128 | -38.6% | -$5,815 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $9,301 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| — | AUTHID INC | $9,302 | 0.00% | 8,693 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $9,335 | 0.00% | 533 | -82 | -13.3% | -$1,436 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $9,374 | 0.00% | 28 | 18 | 180.0% | $6,026 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $9,438 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $9,442 | 0.00% | 104 | -50 | -32.5% | -$4,539 | 减仓 |
| SKYW | SKYWEST INC | $9,536 | 0.00% | 96 | -100 | -51.0% | -$9,933 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $9,545 | 0.00% | 514 | 5 | 1.0% | $93 | 加仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $9,559 | 0.00% | 890 | 362 | 68.6% | $3,888 | 重新持有 |
| — | TIDAL TRUST II | $9,577 | 0.00% | 834 | 834 | — | $9,577 | 新建仓 |
| — | COMSTOCK HLDG COS INC | $9,594 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $9,601 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| NB | NIOCORP DEVS LTD | $9,640 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $9,650 | 0.00% | 200 | -3,000 | -93.8% | -$14.47万 | 减仓 |
| FPI | FARMLAND PARTNERS INC | $9,728 | 0.00% | 1,005 | 85 | 9.2% | $823 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $9,729 | 0.00% | 791 | -1,502 | -65.5% | -$1.85万 | 重新持有 |
| UFPT | UFP TECHNOLOGIES INC | $9,810 | 0.00% | 37 | 33 | 825.0% | $8,749 | 加仓 |
| STNG | SCORPIO TANKERS INC | $9,835 | 0.00% | 142 | 124 | 688.9% | $8,588 | 加仓 |
| — | LEXINFINTECH HLDGS LTD | $9,850 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $9,857 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $9,863 | 0.00% | 729 | -496 | -40.5% | -$6,711 | 减仓 |
| EVER | EVERQUOTE INC | $9,873 | 0.00% | 415 | 15 | 3.8% | $357 | 加仓 |
| DHT | DHT HOLDINGS INC | $9,918 | 0.00% | 600 | 600 | — | $9,918 | 新建仓 |
| OPFI | OPPFI INC | $9,930 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | WSTRN AST GLBL CORP OPP FD I | $9,936 | 0.00% | 926 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $9,945 | 0.00% | 270 | -144 | -34.8% | -$5,304 | 减仓 |
| — | NEW FOUND GOLD CORP | $1.00万 | 0.00% | 6,500 | 5,000 | 333.3% | $7,700 | 加仓 |
| KB | KB FINL GROUP INC | $1.00万 | 0.00% | 95 | 95 | — | $1.00万 | 新建仓 |
| DLS | WISDOMTREE TR | $1.01万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1.01万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $1.01万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| CTO | CTO RLTY GROWTH INC NEW | $1.01万 | 0.00% | 470 | 470 | — | $1.01万 | 新建仓 |