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 |
|---|---|---|---|---|---|---|---|---|
| CDP | COPT DEFENSE PROPERTIES | $1.94万 | 0.00% | 533 | 387 | 265.1% | $1.41万 | 加仓 |
| ABEV | AMBEV SA | $1.94万 | 0.00% | 6,188 | 1,604 | 35.0% | $5,036 | 加仓 |
| SKM | SK TELECOM CO LTD | $1.95万 | 0.00% | 607 | 31 | 5.4% | $997 | 加仓 |
| IIIV | I3 VERTICALS INC | $1.96万 | 0.00% | 916 | 2 | 0.2% | $43 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1.96万 | 0.00% | 286 | 286 | — | $1.96万 | 新建仓 |
| IBHG | ISHARES TR | $1.96万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| AMPL | AMPLITUDE INC | $1.96万 | 0.00% | 2,567 | 2,567 | — | $1.96万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC | $1.98万 | 0.00% | 460 | -241 | -34.4% | -$1.04万 | 减仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $1.98万 | 0.00% | 381 | -175 | -31.5% | -$9,106 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $1.98万 | 0.00% | 1,594 | -20,776 | -92.9% | -$25.87万 | 减仓 |
| DXPE | DXP ENTERPRISES INC | $1.99万 | 0.00% | 118 | 20 | 20.4% | $3,375 | 加仓 |
| LKQ | LKQ CORP | $1.99万 | 0.00% | 757 | -152 | -16.7% | -$4,002 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.00万 | 0.00% | 609 | 609 | — | $2.00万 | 新建仓 |
| UMAC | UNUSUAL MACHS INC | $2.01万 | 0.00% | 900 | 800 | 800.0% | $1.78万 | 加仓 |
| NUEM | NUSHARES ETF TR | $2.01万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $2.01万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $2.01万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC | $2.01万 | 0.00% | 94 | 10 | 11.9% | $2,141 | 加仓 |
| GTY | GETTY RLTY CORP NEW | $2.01万 | 0.00% | 604 | 204 | 51.0% | $6,805 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $2.02万 | 0.00% | 684 | 168 | 32.6% | $4,957 | 加仓 |
| EWY | ISHARES INC | $2.02万 | 0.00% | 100 | 95 | 1,900.0% | $1.92万 | 重新持有 |
| VTES | VANGUARD WELLINGTON FD | $2.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $2.03万 | 0.00% | 352 | 92 | 35.4% | $5,311 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $2.04万 | 0.00% | 931 | 600 | 181.3% | $1.31万 | 加仓 |
| CLSK | CLEANSPARK INC | $2.04万 | 0.00% | 1,400 | -861 | -38.1% | -$1.25万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $2.04万 | 0.00% | 253 | 5 | 2.0% | $403 | 加仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $2.04万 | 0.00% | 3,000 | 3,000 | — | $2.04万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.05万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| AVXC | AMERICAN CENTY ETF TR | $2.06万 | 0.00% | 240 | 240 | — | $2.06万 | 新建仓 |
| TTAN | SERVICETITAN INC | $2.06万 | 0.00% | 291 | -12 | -4.0% | -$849 | 减仓 |
| INN | SUMMIT HOTEL PPTYS | $2.08万 | 0.00% | 2,964 | 0 | 0.0% | — | 不变 |
| RXO | RXO INC | $2.08万 | 0.00% | 754 | 79 | 11.7% | $2,180 | 加仓 |
| OMER | OMEROS CORP | $2.08万 | 0.00% | 2,191 | 691 | 46.1% | $6,571 | 加仓 |
| URTH | ISHARES INC | $2.09万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| AGYS | AGILYSYS INC | $2.09万 | 0.00% | 200 | -374 | -65.2% | -$3.91万 | 减仓 |
| WU | WESTERN UN CO | $2.10万 | 0.00% | 2,722 | -216 | -7.4% | -$1,663 | 减仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $2.10万 | 0.00% | 1,840 | -1,488 | -44.7% | -$1.70万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $2.10万 | 0.00% | 732 | 732 | — | $2.10万 | 新建仓 |
| — | BARINGS CORPORATE INVS | $2.11万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $2.11万 | 0.00% | 2,609 | 165 | 6.8% | $1,335 | 加仓 |
| GAL | SSGA ACTIVE ETF TR | $2.11万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $2.12万 | 0.00% | 352 | -62 | -15.0% | -$3,730 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $2.12万 | 0.00% | 238 | 238 | — | $2.12万 | 新建仓 |
| — | TIDAL TRUST II | $2.12万 | 0.00% | 2,025 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $2.12万 | 0.00% | 188 | 147 | 358.5% | $1.66万 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $2.14万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| DRD | DRDGOLD LIMITED | $2.14万 | 0.00% | 1,003 | 3 | 0.3% | $64 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $2.15万 | 0.00% | 1,586 | 256 | 19.2% | $3,464 | 加仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $2.15万 | 0.00% | 3,750 | -250 | -6.2% | -$1,435 | 减仓 |
| VNT | VONTIER CORPORATION | $2.16万 | 0.00% | 745 | -744 | -50.0% | -$2.16万 | 减仓 |
| TECB | ISHARES TR | $2.16万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $2.17万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2.17万 | 0.00% | 132 | 95 | 256.8% | $1.56万 | 加仓 |
| — | TIDAL TRUST II | $2.18万 | 0.00% | 1,549 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $2.18万 | 0.00% | 579 | -7 | -1.2% | -$263 | 减仓 |
| KEN | KENON HLDGS LTD | $2.21万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| ICUI | ICU MED INC | $2.21万 | 0.00% | 151 | -982 | -86.7% | -$14.40万 | 减仓 |
| IMTM | ISHARES TR | $2.23万 | 0.00% | 418 | -496 | -54.3% | -$2.65万 | 减仓 |
| TRST | TRUSTCO BK CORP N Y | $2.23万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $2.24万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE BITCOIN FD | $2.26万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $2.28万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| JAJL | INNOVATOR ETFS TRUST | $2.28万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.28万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $2.28万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.28万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2.28万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.29万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $2.30万 | 0.00% | 528 | -221 | -29.5% | -$9,609 | 减仓 |
| — | ISHARES TR | $2.30万 | 0.00% | 876 | -93 | -9.6% | -$2,440 | 减仓 |
| SHE | SPDR SERIES TRUST | $2.30万 | 0.00% | 149 | 149 | — | $2.30万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $2.31万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $2.31万 | 0.00% | 924 | 134 | 17.0% | $3,347 | 加仓 |
| CRON | CRONOS GROUP INC | $2.31万 | 0.00% | 8,304 | -353 | -4.1% | -$981 | 减仓 |
| GSAT | GLOBALSTAR INC | $2.31万 | 0.00% | 284 | -216 | -43.2% | -$1.76万 | 减仓 |
| SYNA | SYNAPTICS INC | $2.32万 | 0.00% | 187 | 87 | 87.0% | $1.08万 | 加仓 |
| — | PLAYBOY INC | $2.32万 | 0.00% | 19,055 | 0 | 0.0% | — | 不变 |
| PHG | KONINKLIJKE PHILIPS N V | $2.33万 | 0.00% | 858 | -3,951 | -82.2% | -$10.74万 | 减仓 |
| EC | ECOPETROL S A | $2.33万 | 0.00% | 1,638 | 1,034 | 171.2% | $1.47万 | 加仓 |
| — | WEAVE COMMUNICATIONS INC | $2.34万 | 0.00% | 3,900 | 1,250 | 47.2% | $7,488 | 加仓 |
| — | MINK THERAPEUTICS INC | $2.34万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| UPST | UPSTART HLDGS INC | $2.35万 | 0.00% | 662 | 253 | 61.9% | $8,964 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2.35万 | 0.00% | 470 | -26,620 | -98.3% | -$133.37万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $2.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GIGB | GOLDMAN SACHS ETF TR | $2.37万 | 0.00% | 517 | 517 | — | $2.37万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $2.38万 | 0.00% | 4,020 | -296 | -6.9% | -$1,749 | 减仓 |
| EWZ | ISHARES INC | $2.38万 | 0.00% | 689 | -541 | -44.0% | -$1.87万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $2.39万 | 0.00% | 4,150 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LIGHTS FD TR | $2.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $2.40万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $2.40万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $2.40万 | 0.00% | 999 | -3 | -0.3% | -$72 | 减仓 |
| GRPN | GROUPON INC | $2.41万 | 0.00% | 1,000 | -100 | -9.1% | -$2,406 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.42万 | 0.00% | 341 | 72 | 26.8% | $5,103 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $2.42万 | 0.00% | 450 | -265 | -37.1% | -$1.43万 | 减仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $2.43万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $2.43万 | 0.00% | 381 | 228 | 149.0% | $1.45万 | 加仓 |