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 |
|---|---|---|---|---|---|---|---|---|
| — | TRIO TECH INTL | $1.23万 | 0.00% | 1,000 | 1,000 | — | $1.23万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $1.23万 | 0.00% | 882 | 1 | 0.1% | $14 | 加仓 |
| — | NERVGEN PHARMA CORP | $1.24万 | 0.00% | 6,000 | 1,897 | 46.2% | $3,908 | 加仓 |
| EXI | ISHARES TR | $1.24万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SAIL | SAILPOINT INC | $1.24万 | 0.00% | 850 | 500 | 142.9% | $7,320 | 加仓 |
| EWP | ISHARES INC | $1.25万 | 0.00% | 210 | -56 | -21.1% | -$3,326 | 减仓 |
| FSLY | FASTLY INC | $1.25万 | 0.00% | 680 | -67 | -9.0% | -$1,230 | 减仓 |
| CRUX | COLUMBIA ETF TR I | $1.25万 | 0.00% | 417 | 417 | — | $1.25万 | 新建仓 |
| — | WISDOMTREE TR | $1.26万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $1.26万 | 0.00% | 460 | 34 | 8.0% | $934 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $1.27万 | 0.00% | 89 | 42 | 89.4% | $5,979 | 加仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $1.27万 | 0.00% | 5,049 | 300 | 6.3% | $753 | 加仓 |
| NE | NOBLE CORP PLC | $1.27万 | 0.00% | 340 | -35 | -9.3% | -$1,306 | 减仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $1.28万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INC | $1.28万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1.28万 | 0.00% | 500 | -50 | -9.1% | -$1,280 | 减仓 |
| XPEV | XPENG INC | $1.29万 | 0.00% | 972 | 131 | 15.6% | $1,734 | 加仓 |
| — | WESTERN ASSET INVT GRADE OPP | $1.29万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| — | KNOT OFFSHORE PARTNERS LP | $1.29万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $1.29万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $1.29万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $1.30万 | 0.00% | 1,368 | 0 | 0.0% | — | 不变 |
| — | ETF SER SOLUTIONS | $1.30万 | 0.00% | 350 | -1,423 | -80.3% | -$5.29万 | 减仓 |
| EFIV | SPDR SERIES TRUST | $1.31万 | 0.00% | 179 | 179 | — | $1.31万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $1.31万 | 0.00% | 247 | -30 | -10.8% | -$1,586 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $1.31万 | 0.00% | 1,155 | 24 | 2.1% | $272 | 加仓 |
| — | NUSHARES ETF TR | $1.31万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.31万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.31万 | 0.00% | 500 | -113 | -18.4% | -$2,963 | 减仓 |
| — | AMPLIFY ETF TR | $1.32万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| WIX | WIX COM LTD | $1.32万 | 0.00% | 290 | -160,231 | -99.8% | -$726.95万 | 减仓 |
| — | MICROVAST HOLDINGS INC | $1.32万 | 0.00% | 11,250 | -1,546 | -12.1% | -$1,809 | 减仓 |
| — | VANECK ETF TRUST | $1.32万 | 0.00% | 203 | 203 | — | $1.32万 | 新建仓 |
| JOYY | JOYY INC | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | WALDENCAST PLC | $1.32万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $1.32万 | 0.00% | 540 | -480 | -47.1% | -$1.18万 | 减仓 |
| — | ISHARES TR | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD | $1.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $1.33万 | 0.00% | 2,361 | -48,494 | -95.4% | -$27.25万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $1.33万 | 0.00% | 142 | -265 | -65.1% | -$2.48万 | 减仓 |
| ARVN | ARVINAS INC | $1.33万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $1.33万 | 0.00% | 289 | -25 | -8.0% | -$1,151 | 减仓 |
| — | FLUENT INC | $1.33万 | 0.00% | 3,571 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $1.33万 | 0.00% | 121 | 56 | 86.2% | $6,175 | 加仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1.33万 | 0.00% | 2,270 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $1.33万 | 0.00% | 500 | 500 | — | $1.33万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $1.34万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.34万 | 0.00% | 252 | 152 | 152.0% | $8,065 | 加仓 |
| — | ALPS ETF TR | $1.34万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| EOSE | EOS ENERGY ENTERPRISES INC | $1.34万 | 0.00% | 2,282 | -2,095 | -47.9% | -$1.23万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $1.34万 | 0.00% | 246 | -500 | -67.0% | -$2.73万 | 减仓 |
| NBTB | NBT BANCORP INC | $1.35万 | 0.00% | 273 | 229 | 520.5% | $1.13万 | 加仓 |
| AMTM | AMENTUM HOLDINGS INC | $1.35万 | 0.00% | 653 | -98 | -13.0% | -$2,026 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $1.36万 | 0.00% | 2,040 | 2,040 | — | $1.36万 | 新建仓 |
| — | NEOS ETF TRUST | $1.36万 | 0.00% | 507 | -60 | -10.6% | -$1,612 | 减仓 |
| MLAB | MESA LABS INC | $1.36万 | 0.00% | 137 | 20 | 17.1% | $1,991 | 加仓 |
| ELVA | ELECTROVAYA INC | $1.36万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.37万 | 0.00% | 246 | 177 | 256.5% | $9,888 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.38万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $1.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $1.38万 | 0.00% | 275 | 225 | 450.0% | $1.13万 | 加仓 |
| ARCB | ARCBEST CORP | $1.38万 | 0.00% | 96 | 96 | — | $1.38万 | 新建仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $1.38万 | 0.00% | 285 | 25 | 9.6% | $1,213 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1.38万 | 0.00% | 941 | 519 | 123.0% | $7,637 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $1.39万 | 0.00% | 879 | -750 | -46.0% | -$1.18万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LPG | DORIAN LPG LTD | $1.40万 | 0.00% | 402 | 402 | — | $1.40万 | 新建仓 |
| — | RUNWAY GROWTH FINANCE CORP | $1.40万 | 0.00% | 2,500 | 2,500 | — | $1.40万 | 新建仓 |
| — | WISDOMTREE TR | $1.41万 | 0.00% | 250 | -1,259 | -83.4% | -$7.09万 | 减仓 |
| M | MACYS INC | $1.41万 | 0.00% | 598 | 86 | 16.8% | $2,025 | 加仓 |
| ABVX | ABIVAX SA | $1.41万 | 0.00% | 106 | -375 | -78.0% | -$5.00万 | 减仓 |
| ETSY | ETSY INC | $1.41万 | 0.00% | 188 | 158 | 526.7% | $1.19万 | 加仓 |
| ALG | ALAMO GROUP INC | $1.41万 | 0.00% | 86 | 11 | 14.7% | $1,809 | 加仓 |
| EVTL | VERTICAL AEROSPACE LTD | $1.42万 | 0.00% | 8,150 | -500 | -5.8% | -$870 | 减仓 |
| BUSE | FIRST BUSEY CORP | $1.42万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $1.42万 | 0.00% | 1,896 | 1,896 | — | $1.42万 | 新建仓 |
| SOBO | SOUTH BOW CORP | $1.42万 | 0.00% | 404 | 182 | 82.0% | $6,409 | 加仓 |
| IAG | IAMGOLD CORP | $1.43万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $1.43万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| AVA | AVISTA CORP | $1.43万 | 0.00% | 349 | 192 | 122.3% | $7,855 | 重新持有 |
| MIR | MIRION TECHNOLOGIES INC | $1.43万 | 0.00% | 797 | -778 | -49.4% | -$1.39万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $1.43万 | 0.00% | 188 | -10 | -5.1% | -$763 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $1.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $1.44万 | 0.00% | 100 | -50 | -33.3% | -$7,175 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.44万 | 0.00% | 121 | -17 | -12.3% | -$2,022 | 减仓 |
| PSN | PARSONS CORP DEL | $1.44万 | 0.00% | 275 | -174 | -38.8% | -$9,116 | 减仓 |
| APPF | APPFOLIO INC | $1.44万 | 0.00% | 90 | -259 | -74.2% | -$4.15万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1.45万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| SHAZ | SHARONAI HOLDINGS INC | $1.46万 | 0.00% | 172 | 172 | — | $1.46万 | 新建仓 |
| SBR | SABINE RTY TR | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1.47万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $1.48万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.48万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.48万 | 0.00% | 900 | 900 | — | $1.48万 | 新建仓 |
| ANDE | ANDERSONS INC | $1.48万 | 0.00% | 217 | 217 | — | $1.48万 | 新建仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $1.49万 | 0.00% | 500 | 500 | — | $1.49万 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $1.49万 | 0.00% | 2,435 | 2,066 | 559.9% | $1.26万 | 加仓 |
| KMPR | KEMPER CORP | $1.49万 | 0.00% | 554 | 554 | — | $1.49万 | 新建仓 |
| EVTC | EVERTEC INC | $1.49万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |