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 |
|---|---|---|---|---|---|---|---|---|
| — | TIDAL TRUST II | $2.43万 | 0.00% | 1,011 | 1,011 | — | $2.43万 | 新建仓 |
| — | EA SERIES TRUST | $2.43万 | 0.00% | 582 | 384 | 193.9% | $1.61万 | 加仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $2.44万 | 0.00% | 1,835 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $2.45万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.46万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $2.48万 | 0.00% | 217 | -341 | -61.1% | -$3.90万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $2.49万 | 0.00% | 2,662 | -19,106 | -87.8% | -$17.90万 | 减仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $2.50万 | 0.00% | 237 | 237 | — | $2.50万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $2.51万 | 0.00% | 500 | 500 | — | $2.51万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $2.51万 | 0.00% | 6,515 | -479 | -6.8% | -$1,844 | 减仓 |
| ALRS | ALERUS FINL CORP | $2.51万 | 0.00% | 807 | 7 | 0.9% | $218 | 加仓 |
| EYLD | CAMBRIA ETF TR | $2.51万 | 0.00% | 553 | 198 | 55.8% | $8,991 | 加仓 |
| — | ALARUM TECHNOLOGIES LTD | $2.51万 | 0.00% | 3,124 | 0 | 0.0% | — | 不变 |
| INMD | INMODE LTD | $2.52万 | 0.00% | 1,721 | -279 | -14.0% | -$4,079 | 减仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $2.52万 | 0.00% | 4,547 | 148 | 3.4% | $820 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $2.52万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| DSP | VIANT TECHNOLOGY INC | $2.53万 | 0.00% | 2,000 | -3,000 | -60.0% | -$3.80万 | 减仓 |
| HDEF | DBX ETF TR | $2.53万 | 0.00% | 788 | 224 | 39.7% | $7,199 | 加仓 |
| ZYME | ZYMEWORKS INC | $2.54万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $2.54万 | 0.00% | 2,850 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $2.54万 | 0.00% | 4,435 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $2.54万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN FDS | $2.55万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.55万 | 0.00% | 2,842 | 0 | 0.0% | — | 不变 |
| EGY | VAALCO ENERGY INC | $2.55万 | 0.00% | 5,023 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK VA MUN BD TR | $2.55万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.57万 | 0.00% | 1,042 | -195 | -15.8% | -$4,815 | 减仓 |
| TRTX | TPG RE FIN TR INC | $2.58万 | 0.00% | 3,078 | 86 | 2.9% | $720 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $2.59万 | 0.00% | 93 | -144 | -60.8% | -$4.01万 | 减仓 |
| — | MAINSTREET BANCSHARES INC | $2.59万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| CX | CEMEX SA EURO MTN BE 144A | $2.59万 | 0.00% | 2,161 | 275 | 14.6% | $3,300 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $2.60万 | 0.00% | 175 | 175 | — | $2.60万 | 新建仓 |
| PATK | PATRICK INDS INC | $2.60万 | 0.00% | 289 | 259 | 863.3% | $2.33万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $2.60万 | 0.00% | 498 | -41 | -7.6% | -$2,140 | 减仓 |
| EPOL | ISHARES TR | $2.60万 | 0.00% | 673 | 14 | 2.1% | $541 | 加仓 |
| DOX | AMDOCS LTD | $2.60万 | 0.00% | 515 | -615 | -54.4% | -$3.11万 | 减仓 |
| KSA | ISHARES TR | $2.61万 | 0.00% | 700 | 7 | 1.0% | $261 | 加仓 |
| — | GLOBAL X FDS | $2.61万 | 0.00% | 677 | 138 | 25.6% | $5,323 | 加仓 |
| — | TIDAL TRUST II | $2.62万 | 0.00% | 884 | 884 | — | $2.62万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $2.62万 | 0.00% | 3,941 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $2.62万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| HAWK | HAWKEYE 360 INC | $2.63万 | 0.00% | 1,300 | 1,300 | — | $2.63万 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $2.63万 | 0.00% | 132 | 77 | 140.0% | $1.53万 | 加仓 |
| GEO | GEO GROUP INC | $2.63万 | 0.00% | 891 | 625 | 235.0% | $1.85万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.64万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES INC | $2.64万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.65万 | 0.00% | 173 | -2,272 | -92.9% | -$34.75万 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $2.65万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $2.65万 | 0.00% | 538 | 188 | 53.7% | $9,265 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2.66万 | 0.00% | 326 | -414 | -55.9% | -$3.37万 | 减仓 |
| — | ACUMEN PHARMACEUTICALS INC | $2.67万 | 0.00% | 10,000 | 10,000 | — | $2.67万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $2.67万 | 0.00% | 2,184 | 1,009 | 85.9% | $1.23万 | 加仓 |
| RGEN | REPLIGEN CORP | $2.67万 | 0.00% | 196 | -319 | -61.9% | -$4.35万 | 减仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $2.69万 | 0.00% | 4,682 | 4,682 | — | $2.69万 | 新建仓 |
| — | NUSHARES ETF TR | $2.69万 | 0.00% | 1,162 | 319 | 37.8% | $7,394 | 加仓 |
| TDC | TERADATA CORP DEL | $2.70万 | 0.00% | 778 | -570 | -42.3% | -$1.98万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.72万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $2.72万 | 0.00% | 3,487 | 1,000 | 40.2% | $7,810 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $2.73万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $2.73万 | 0.00% | 490 | 220 | 81.5% | $1.23万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.75万 | 0.00% | 1,000 | 1,000 | — | $2.75万 | 新建仓 |
| AGQ | PROSHARES TR II | $2.75万 | 0.00% | 405 | -26 | -6.0% | -$1,768 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.77万 | 0.00% | 430 | 140 | 48.3% | $9,034 | 加仓 |
| MORN | MORNINGSTAR INC | $2.78万 | 0.00% | 178 | -196 | -52.4% | -$3.06万 | 减仓 |
| IVES | WEDBUSH SER TR | $2.78万 | 0.00% | 729 | 255 | 53.8% | $9,716 | 加仓 |
| — | ROBOSTRATEGY INC | $2.78万 | 0.00% | 700 | 700 | — | $2.78万 | 新建仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2.79万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| GAM | GENERAL AMERN INVS CO INC | $2.79万 | 0.00% | 438 | -105 | -19.3% | -$6,694 | 减仓 |
| BRKR | BRUKER CORP | $2.80万 | 0.00% | 465 | 432 | 1,309.1% | $2.60万 | 加仓 |
| JD | JD.COM INC | $2.81万 | 0.00% | 1,103 | -222 | -16.8% | -$5,656 | 减仓 |
| — | TIDAL TRUST II | $2.81万 | 0.00% | 3,564 | 1,200 | 50.8% | $9,467 | 加仓 |
| NUTX | NUTEX HEALTH INC | $2.82万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $2.84万 | 0.00% | 1,334 | -27 | -2.0% | -$576 | 减仓 |
| BNTX | BIONTECH SE | $2.86万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2.86万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $2.86万 | 0.00% | 572 | -16 | -2.7% | -$801 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.87万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $2.87万 | 0.00% | 862 | -157 | -15.4% | -$5,220 | 减仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $2.87万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $2.88万 | 0.00% | 191 | 94 | 96.9% | $1.42万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.90万 | 0.00% | 921 | -2,205 | -70.5% | -$6.93万 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.91万 | 0.00% | 15,148 | 5,736 | 60.9% | $1.10万 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $2.91万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $2.92万 | 0.00% | 389 | 96 | 32.8% | $7,195 | 加仓 |
| — | WISDOMTREE TR | $2.92万 | 0.00% | 523 | -123 | -19.0% | -$6,865 | 减仓 |
| — | VICTORY PORTFOLIOS II | $2.92万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| — | INVESCO MUNI INCOME OPP TRST | $2.92万 | 0.00% | 4,702 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $2.92万 | 0.00% | 207 | -26 | -11.2% | -$3,668 | 减仓 |
| LABU | DIREXION SHARES ETF TRUST | $2.92万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| HYS | PIMCO ETF TR | $2.93万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $2.93万 | 0.00% | 2,341 | -1,148 | -32.9% | -$1.44万 | 减仓 |
| UTEN | RBB FD INC | $2.94万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| UMI | USCF ETF TR | $2.94万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $2.94万 | 0.00% | 1,053 | -65 | -5.8% | -$1,817 | 减仓 |
| GTOP | GOLDMAN SACHS ETF TR | $2.95万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.95万 | 0.00% | 2,762 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $2.95万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| MSSM | MORGAN STANLEY PATHWAY FDS | $2.98万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.98万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |