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 |
|---|---|---|---|---|---|---|---|---|
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.98万 | 0.00% | 754 | 754 | — | $2.98万 | 新建仓 |
| — | GLOBAL X FDS | $2.99万 | 0.00% | 550 | 550 | — | $2.99万 | 新建仓 |
| UFEB | INNOVATOR ETFS TRUST | $2.99万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $2.99万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $3.00万 | 0.00% | 1,332 | -164 | -11.0% | -$3,688 | 减仓 |
| XTN | SPDR SERIES TRUST | $3.01万 | 0.00% | 260 | -257 | -49.7% | -$2.97万 | 减仓 |
| PLXS | PLEXUS CORP | $3.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC | $3.01万 | 0.00% | 3,308 | -554 | -14.3% | -$5,036 | 减仓 |
| — | DOCEBO INC | $3.02万 | 0.00% | 1,686 | 1,686 | — | $3.02万 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $3.03万 | 0.00% | 664 | -103 | -13.4% | -$4,694 | 减仓 |
| SA | SEABRIDGE GOLD INC | $3.04万 | 0.00% | 1,182 | 1,182 | — | $3.04万 | 新建仓 |
| DGXX | DIGI PWR X INC | $3.05万 | 0.00% | 5,605 | 5,605 | — | $3.05万 | 新建仓 |
| DIAL | COLUMBIA ETF TR I | $3.06万 | 0.00% | 1,683 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $3.06万 | 0.00% | 801 | 391 | 95.4% | $1.49万 | 加仓 |
| ORN | ORION GROUP HLDGS INC | $3.06万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $3.08万 | 0.00% | 623 | -100 | -13.8% | -$4,936 | 减仓 |
| DXCM | DEXCOM INC | $3.08万 | 0.00% | 33,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $3.09万 | 0.00% | 1,575 | 817 | 107.8% | $1.60万 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $3.09万 | 0.00% | 904 | 548 | 153.9% | $1.87万 | 加仓 |
| PICK | ISHARES INC | $3.09万 | 0.00% | 532 | -525 | -49.7% | -$3.05万 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3.10万 | 0.00% | 260 | -490 | -65.3% | -$5.84万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $3.10万 | 0.00% | 397 | -60 | -13.1% | -$4,685 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.10万 | 0.00% | 680 | -1,482 | -68.5% | -$6.76万 | 减仓 |
| AGX | ARGAN INC | $3.11万 | 0.00% | 39 | 28 | 254.5% | $2.24万 | 加仓 |
| XMTR | XOMETRY INC | $3.12万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $3.12万 | 0.00% | 186 | 115 | 162.0% | $1.93万 | 加仓 |
| CVEO | CIVEO CORP CDA | $3.13万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| — | QUANTUM CYBER NV | $3.14万 | 0.00% | 20,000 | -10,000 | -33.3% | -$1.57万 | 减仓 |
| QLD | PROSHARES TR | $3.14万 | 0.00% | 325 | 325 | — | $3.14万 | 新建仓 |
| GRBK | GREEN BRICK PARTNERS INC | $3.15万 | 0.00% | 393 | -10 | -2.5% | -$800 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $3.16万 | 0.00% | 2,000 | 1,300 | 185.7% | $2.05万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3.17万 | 0.00% | 277 | -381 | -57.9% | -$4.36万 | 减仓 |
| EWS | ISHARES INC | $3.18万 | 0.00% | 1,074 | -120 | -10.1% | -$3,553 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $3.19万 | 0.00% | 2,882 | -300 | -9.4% | -$3,318 | 减仓 |
| HEEM | ISHARES INC | $3.20万 | 0.00% | 716 | 716 | — | $3.20万 | 新建仓 |
| ZROZ | PIMCO ETF TR | $3.21万 | 0.00% | 500 | -3,910 | -88.7% | -$25.06万 | 减仓 |
| ESAB | ESAB CORPORATION | $3.21万 | 0.00% | 325 | 8 | 2.5% | $789 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3.21万 | 0.00% | 2,000 | 2,000 | — | $3.21万 | 新建仓 |
| JSMD | JANUS DETROIT STR TR | $3.22万 | 0.00% | 318 | 1 | 0.3% | $101 | 加仓 |
| — | BLACKROCK TCP CAPITAL CORP | $3.22万 | 0.00% | 9,589 | -641 | -6.3% | -$2,154 | 减仓 |
| STUB | STUBHUB HLDGS INC | $3.24万 | 0.00% | 2,515 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $3.24万 | 0.00% | 2,138 | 119 | 5.9% | $1,803 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3.28万 | 0.00% | 429 | 1 | 0.2% | $76 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $3.28万 | 0.00% | 552 | -524 | -48.7% | -$3.11万 | 减仓 |
| — | EATON VANCE TAX MNGED BUY WR | $3.29万 | 0.00% | 2,118 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.30万 | 0.00% | 2,649 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC | $3.30万 | 0.00% | 955 | 728 | 320.7% | $2.51万 | 加仓 |
| EWA | ISHARES INC | $3.30万 | 0.00% | 1,172 | -500 | -29.9% | -$1.41万 | 减仓 |
| — | VANGUARD WORLD FD | $3.30万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $3.31万 | 0.00% | 850 | 850 | — | $3.31万 | 新建仓 |
| — | SPDR INDEX SHS FDS | $3.31万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| — | NATIONAL STORAGE AFFILIATES | $3.31万 | 0.00% | 745 | -79 | -9.6% | -$3,512 | 减仓 |
| — | AMPLIFY ETF TR | $3.32万 | 0.00% | 500 | 200 | 66.7% | $1.33万 | 加仓 |
| WEN | WENDYS CO | $3.32万 | 0.00% | 4,007 | 540 | 15.6% | $4,476 | 加仓 |
| DORM | DORMAN PRODS INC | $3.33万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $3.33万 | 0.00% | 3,729 | 72 | 2.0% | $644 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $3.33万 | 0.00% | 3,960 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $3.33万 | 0.00% | 882 | 882 | — | $3.33万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $3.34万 | 0.00% | 1,119 | 615 | 122.0% | $1.83万 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $3.34万 | 0.00% | 1,189 | -11 | -0.9% | -$309 | 减仓 |
| CERY | SPDR SERIES TRUST | $3.34万 | 0.00% | 1,000 | -250 | -20.0% | -$8,358 | 减仓 |
| COMP | COMPASS INC | $3.35万 | 0.00% | 2,718 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.36万 | 0.00% | 3,203 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $3.36万 | 0.00% | 810 | -4,815 | -85.6% | -$19.99万 | 重新持有 |
| — | CIBUS INC | $3.37万 | 0.00% | 24,571 | 0 | 0.0% | — | 不变 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $3.37万 | 0.00% | 210 | -636 | -75.2% | -$10.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3.38万 | 0.00% | 805 | -13 | -1.6% | -$545 | 减仓 |
| — | NUSHARES ETF TR | $3.40万 | 0.00% | 1,616 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $3.40万 | 0.00% | 3,143 | 1,493 | 90.5% | $1.62万 | 加仓 |
| POET | POET TECHNOLOGIES INC | $3.40万 | 0.00% | 3,312 | 1,312 | 65.6% | $1.35万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $3.41万 | 0.00% | 1,019 | -2,374 | -70.0% | -$7.94万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3.41万 | 0.00% | 849 | 137 | 19.2% | $5,509 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $3.42万 | 0.00% | 240 | -22 | -8.4% | -$3,137 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $3.42万 | 0.00% | 2,019 | -478 | -19.1% | -$8,104 | 减仓 |
| — | KURV ETF TR | $3.43万 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.43万 | 0.00% | 103 | 103 | — | $3.43万 | 新建仓 |
| LSGR | NATIXIS ETF TRUST II | $3.43万 | 0.00% | 815 | 115 | 16.4% | $4,845 | 加仓 |
| ITRI | ITRON INC | $3.44万 | 0.00% | 398 | -633 | -61.4% | -$5.48万 | 减仓 |
| TSBK | TIMBERLAND BANCORP INC | $3.45万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $3.46万 | 0.00% | 1,032 | 910 | 745.9% | $3.05万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.46万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $3.48万 | 0.00% | 906 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $3.49万 | 0.00% | 458 | -40 | -8.0% | -$3,045 | 减仓 |
| — | RBB FD INC | $3.49万 | 0.00% | 724 | 724 | — | $3.49万 | 新建仓 |
| TBT | PROSHARES TR | $3.49万 | 0.00% | 1,000 | 1,000 | — | $3.49万 | 新建仓 |
| EWU | ISHARES TR | $3.51万 | 0.00% | 761 | 33 | 4.5% | $1,523 | 加仓 |
| PSK | SPDR SERIES TRUST | $3.52万 | 0.00% | 1,152 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC | $3.54万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $3.54万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| NIC | NICOLET BANKSHARES INC | $3.54万 | 0.00% | 214 | 214 | — | $3.54万 | 新建仓 |
| SYFI | AB ACTIVE ETFS INC | $3.55万 | 0.00% | 995 | 995 | — | $3.55万 | 新建仓 |
| AWR | AMER STATES WTR CO | $3.55万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.56万 | 0.00% | 900 | -300 | -25.0% | -$1.19万 | 减仓 |
| HRB | BLOCK H & R INC | $3.56万 | 0.00% | 936 | -165 | -15.0% | -$6,280 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $3.56万 | 0.00% | 1,710 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $3.57万 | 0.00% | 1,168 | -1,015 | -46.5% | -$3.10万 | 减仓 |
| — | CMS ENERGY CORP | $3.57万 | 0.00% | 32,000 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $3.58万 | 0.00% | 1,705 | -2,220 | -56.6% | -$4.66万 | 减仓 |
| — | ISHARES TR | $3.58万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GKOS | GLAUKOS CORP | $3.58万 | 0.00% | 256 | -15 | -5.5% | -$2,096 | 减仓 |