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 |
|---|---|---|---|---|---|---|---|---|
| MSIF | MSC INCOME FUND INC | $1.50万 | 0.00% | 1,296 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1.50万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.50万 | 0.00% | 242 | 19 | 8.5% | $1,179 | 加仓 |
| ABSI | ABSCI CORPORATION | $1.50万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1.50万 | 0.00% | 725 | -2,903 | -80.0% | -$6.02万 | 减仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $1.50万 | 0.00% | 784 | 784 | — | $1.50万 | 新建仓 |
| LRN | STRIDE INC | $1.52万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $1.52万 | 0.00% | 192 | -18 | -8.6% | -$1,425 | 减仓 |
| AROC | ARCHROCK INC | $1.52万 | 0.00% | 374 | 333 | 812.2% | $1.36万 | 加仓 |
| RGR | STURM RUGER & CO INC | $1.52万 | 0.00% | 403 | 3 | 0.8% | $114 | 加仓 |
| FUND | SPROTT FOCUS TR INC | $1.53万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.54万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BLMN | BLOOMIN BRANDS INC | $1.55万 | 0.00% | 1,693 | -1,050 | -38.3% | -$9,597 | 减仓 |
| EMEQ | NOMURA ETF TR | $1.55万 | 0.00% | 213 | 213 | — | $1.55万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $1.55万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.55万 | 0.00% | 264 | 264 | — | $1.55万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.56万 | 0.00% | 431 | 431 | — | $1.56万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $1.56万 | 0.00% | 7,388 | 3,522 | 91.1% | $7,432 | 加仓 |
| WSFS | WSFS FINL CORP | $1.57万 | 0.00% | 204 | 204 | — | $1.57万 | 新建仓 |
| — | NEOS ETF TRUST | $1.57万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| TATT | TAT TECHNOLOGIES LTD | $1.57万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| SLVP | ISHARES INC | $1.57万 | 0.00% | 510 | 135 | 36.0% | $4,162 | 加仓 |
| GNE | GENIE ENERGY LTD | $1.57万 | 0.00% | 1,089 | 1,089 | — | $1.57万 | 新建仓 |
| DC | DAKOTA GOLD CORP | $1.58万 | 0.00% | 3,703 | 0 | 0.0% | — | 不变 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $1.59万 | 0.00% | 2,432 | 2,217 | 1,031.2% | $1.45万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.59万 | 0.00% | 1,506 | 1,320 | 709.7% | $1.40万 | 加仓 |
| BC | BRUNSWICK CORP | $1.59万 | 0.00% | 189 | 189 | — | $1.59万 | 新建仓 |
| SBLK | STAR BULK CARRIERS CORP. | $1.59万 | 0.00% | 638 | 230 | 56.4% | $5,746 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $1.60万 | 0.00% | 336 | 274 | 441.9% | $1.31万 | 重新持有 |
| VTEI | VANGUARD MUN BD FDS | $1.61万 | 0.00% | 159 | 159 | — | $1.61万 | 新建仓 |
| XPEL | XPEL INC | $1.61万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| LXFR | LUXFER HLDGS PLC | $1.62万 | 0.00% | 895 | 895 | — | $1.62万 | 新建仓 |
| RDNT | RADNET INC | $1.62万 | 0.00% | 263 | -36 | -12.0% | -$2,220 | 减仓 |
| BULL | WEBULL CORP | $1.63万 | 0.00% | 2,500 | -1,000 | -28.6% | -$6,520 | 减仓 |
| ASLV | ALLSPRING EXCHANGE TRADED FU | $1.64万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $1.64万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.64万 | 0.00% | 200 | -250 | -55.6% | -$2.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.64万 | 0.00% | 400 | -582 | -59.3% | -$2.39万 | 减仓 |
| VIA | VIA TRANSN INC | $1.66万 | 0.00% | 913 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $1.66万 | 0.00% | 243 | -663 | -73.2% | -$4.52万 | 减仓 |
| — | CALAMOS ETF TR | $1.66万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $1.66万 | 0.00% | 1,094 | 33 | 3.1% | $500 | 加仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $1.67万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $1.67万 | 0.00% | 11,110 | 4,000 | 56.3% | $6,000 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.67万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| HLF | HERBALIFE LTD | $1.67万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| WFG | WEST FRASER TIMBER CO LTD | $1.68万 | 0.00% | 248 | -41 | -14.2% | -$2,775 | 减仓 |
| — | SERIES PORTFOLIOS TR | $1.68万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $1.68万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| — | ALPHABET INC | $1.70万 | 0.00% | 334 | 334 | — | $1.70万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $1.71万 | 0.00% | 2,203 | -332 | -13.1% | -$2,570 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $1.71万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FOX | FOX CORP | $1.71万 | 0.00% | 366 | 366 | — | $1.71万 | 新建仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $1.72万 | 0.00% | 600 | -25,337 | -97.7% | -$72.46万 | 减仓 |
| WING | WINGSTOP INC | $1.72万 | 0.00% | 99 | 66 | 200.0% | $1.14万 | 加仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $1.72万 | 0.00% | 66 | 16 | 32.0% | $4,170 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.73万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| — | NET LEASE OFFICE PROPERTIES | $1.74万 | 0.00% | 1,562 | 1,487 | 1,982.7% | $1.66万 | 加仓 |
| ISCV | ISHARES TR | $1.74万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| FTS | FORTIS INC | $1.74万 | 0.00% | 304 | 9 | 3.1% | $515 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $1.75万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.75万 | 0.00% | 665 | -120 | -15.3% | -$3,151 | 减仓 |
| DJP | BARCLAYS BANK PLC | $1.75万 | 0.00% | 400 | -29 | -6.8% | -$1,268 | 减仓 |
| — | VIRTUS ETF TR II | $1.75万 | 0.00% | 806 | 475 | 143.5% | $1.03万 | 加仓 |
| BUSA | 2023 ETF SERIES TRUST | $1.76万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $1.77万 | 0.00% | 1,056 | 0 | 0.0% | — | 不变 |
| IX | ORIX CORP | $1.77万 | 0.00% | 465 | 121 | 35.2% | $4,603 | 加仓 |
| NWFL | NORWOOD FINANCIAL CORP | $1.77万 | 0.00% | 551 | 551 | — | $1.77万 | 新建仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $1.77万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $1.78万 | 0.00% | 447 | 237 | 112.9% | $9,447 | 加仓 |
| — | ABRDN AUSTRALIA EQUITY FD IN | $1.78万 | 0.00% | 1,440 | 1,440 | — | $1.78万 | 新建仓 |
| ARQQ | ARQIT QUANTUM INC | $1.78万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1.78万 | 0.00% | 345 | -65 | -15.9% | -$3,362 | 减仓 |
| NMM | NAVIOS MARITIME PARTNERS LP | $1.79万 | 0.00% | 255 | 255 | — | $1.79万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.79万 | 0.00% | 1,609 | 691 | 75.3% | $7,705 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.80万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $1.81万 | 0.00% | 1,574 | -60 | -3.7% | -$688 | 减仓 |
| BKU | BANKUNITED INC | $1.81万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| LASR | NLIGHT INC | $1.81万 | 0.00% | 260 | 176 | 209.5% | $1.23万 | 加仓 |
| VFMV | VANGUARD WELLINGTON FD | $1.81万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.82万 | 0.00% | 694 | 2 | 0.3% | $53 | 加仓 |
| HLNE | HAMILTON LANE INC | $1.83万 | 0.00% | 232 | -546 | -70.2% | -$4.30万 | 减仓 |
| — | GRANITESHARES PLATINUM TR | $1.83万 | 0.00% | 1,225 | -2,152 | -63.7% | -$3.22万 | 减仓 |
| — | RCM TECHNOLOGIES INC | $1.83万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| BBD | BANCO BRADESCO S A | $1.84万 | 0.00% | 5,317 | 4,707 | 771.6% | $1.63万 | 加仓 |
| OSW | ONESPAWORLD HOLDINGS LIMITED | $1.85万 | 0.00% | 654 | 654 | — | $1.85万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC | $1.85万 | 0.00% | 758 | -100 | -11.7% | -$2,446 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $1.86万 | 0.00% | 428 | -322 | -42.9% | -$1.40万 | 减仓 |
| RUM | RUM GROUP INC | $1.86万 | 0.00% | 2,933 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $1.87万 | 0.00% | 4,166 | 97 | 2.4% | $436 | 加仓 |
| PML | PIMCO MUN INCOME FD II | $1.87万 | 0.00% | 2,459 | 242 | 10.9% | $1,842 | 加仓 |
| — | EATON VANCE SR FLTNG RTE TR | $1.91万 | 0.00% | 1,798 | 1,548 | 619.2% | $1.64万 | 加仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $1.91万 | 0.00% | 1,526 | 0 | 0.0% | — | 不变 |
| TIPT | TIPTREE INC | $1.91万 | 0.00% | 1,064 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $1.91万 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| FINV | FINVOLUTION GROUP | $1.92万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1.92万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| NUCL | EAGLE NUCLEAR ENERGY CORP | $1.92万 | 0.00% | 2,000 | 2,000 | — | $1.92万 | 新建仓 |
| AMBA | AMBARELLA INC | $1.93万 | 0.00% | 225 | 50 | 28.6% | $4,290 | 加仓 |
| NUMG | NUSHARES ETF TR | $1.94万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |