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 |
|---|---|---|---|---|---|---|---|---|
| GROY | GOLD ROYALTY CORP | $3.58万 | 0.00% | 12,978 | -300 | -2.3% | -$828 | 减仓 |
| — | FLEXSHARES TR | $3.59万 | 0.00% | 154 | 154 | — | $3.59万 | 新建仓 |
| BUYW | NORTHERN LTS FD TR IV | $3.60万 | 0.00% | 2,488 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $3.61万 | 0.00% | 936 | 527 | 128.9% | $2.03万 | 加仓 |
| PRK | PARK NATL CORP | $3.62万 | 0.00% | 198 | 160 | 421.1% | $2.93万 | 重新持有 |
| WS | WORTHINGTON STL INC | $3.62万 | 0.00% | 1,079 | 0 | 0.0% | — | 不变 |
| — | J P MORGAN EXCHANGE TRADED F | $3.63万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MUN INCOME FD INC | $3.64万 | 0.00% | 3,300 | -450 | -12.0% | -$4,959 | 减仓 |
| SMOT | VANECK ETF TRUST | $3.64万 | 0.00% | 936 | -44,721 | -97.9% | -$173.79万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $3.65万 | 0.00% | 901 | 856 | 1,902.2% | $3.46万 | 加仓 |
| — | TIDAL TRUST II | $3.67万 | 0.00% | 3,171 | 14 | 0.4% | $162 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $3.67万 | 0.00% | 493 | 265 | 116.2% | $1.97万 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $3.68万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| XIFR | XPLR INFRASTRUCTURE LP | $3.69万 | 0.00% | 3,124 | 293 | 10.3% | $3,460 | 加仓 |
| PENN | PENN ENTERTAINMENT INC | $3.69万 | 0.00% | 1,728 | -722 | -29.5% | -$1.54万 | 减仓 |
| — | WISDOMTREE TR | $3.69万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $3.70万 | 0.00% | 503 | -5 | -1.0% | -$368 | 减仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $3.71万 | 0.00% | 1,227 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3.72万 | 0.00% | 676 | 325 | 92.6% | $1.79万 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $3.72万 | 0.00% | 317 | -21 | -6.2% | -$2,464 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $3.73万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | POLYPID LTD | $3.73万 | 0.00% | 7,346 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $3.74万 | 0.00% | 2,555 | 1,349 | 111.9% | $1.97万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $3.77万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $3.77万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $3.77万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $3.77万 | 0.00% | 663 | 128 | 23.9% | $7,283 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $3.78万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $3.79万 | 0.00% | 808 | 4 | 0.5% | $188 | 加仓 |
| SR | SPIRE INC | $3.80万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $3.80万 | 0.00% | 647 | 96 | 17.4% | $5,638 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $3.80万 | 0.00% | 2,684 | 0 | 0.0% | — | 不变 |
| TAXF | AMERICAN CENTY ETF TR | $3.81万 | 0.00% | 750 | 750 | — | $3.81万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $3.82万 | 0.00% | 1,496 | 239 | 19.0% | $6,099 | 加仓 |
| IRON | DISC MEDICINE INC | $3.86万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| BUG | GLOBAL X FDS | $3.88万 | 0.00% | 1,016 | -1,135 | -52.8% | -$4.33万 | 减仓 |
| SLVM | SYLVAMO CORP | $3.88万 | 0.00% | 1,028 | -727 | -41.4% | -$2.75万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.90万 | 0.00% | 1,486 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.91万 | 0.00% | 1,951 | 1,951 | — | $3.91万 | 新建仓 |
| IBDW | ISHARES TR | $3.91万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $3.92万 | 0.00% | 1,227 | -350 | -22.2% | -$1.12万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $3.92万 | 0.00% | 1,088 | 385 | 54.8% | $1.39万 | 加仓 |
| USLM | UNITED STS LIME & MINERALS I | $3.93万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $3.93万 | 0.00% | 134 | 11 | 8.9% | $3,230 | 加仓 |
| — | AMPLIFY ETF TR | $3.94万 | 0.00% | 854 | -100 | -10.5% | -$4,608 | 减仓 |
| KOMP | SPDR SERIES TRUST | $3.94万 | 0.00% | 551 | 176 | 46.9% | $1.26万 | 加仓 |
| — | WESTERN ASSET INTER MUNI | $3.95万 | 0.00% | 5,015 | -2,850 | -36.2% | -$2.24万 | 减仓 |
| — | INVESCO INDIA EXCHANGE-TRADE | $3.97万 | 0.00% | 1,979 | 56 | 2.9% | $1,124 | 加仓 |
| — | CAPITAL GRP FIXED INCM ETF T | $3.98万 | 0.00% | 1,572 | 1,572 | — | $3.98万 | 新建仓 |
| — | VANECK ETF TRUST | $3.99万 | 0.00% | 1,200 | -20,516 | -94.5% | -$68.22万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $3.99万 | 0.00% | 1,046 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4.00万 | 0.00% | 834 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $4.00万 | 0.00% | 922 | -93 | -9.2% | -$4,037 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $4.01万 | 0.00% | 3,554 | -296 | -7.7% | -$3,339 | 减仓 |
| — | ATAIBECKLEY INC | $4.03万 | 0.00% | 7,640 | 2,640 | 52.8% | $1.39万 | 加仓 |
| LBRT | LIBERTY ENERGY INC | $4.06万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP | $4.06万 | 0.00% | 4,943 | 4,943 | — | $4.06万 | 新建仓 |
| VRNS | VARONIS SYS INC | $4.07万 | 0.00% | 969 | -66 | -6.4% | -$2,769 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $4.07万 | 0.00% | 5,000 | -800 | -13.8% | -$6,512 | 减仓 |
| QUS | SPDR SERIES TRUST | $4.07万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $4.07万 | 0.00% | 1,070 | 0 | 0.0% | — | 不变 |
| MNDY | MONDAY COM LTD | $4.08万 | 0.00% | 563 | -30 | -5.1% | -$2,172 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $4.08万 | 0.00% | 5,660 | 509 | 9.9% | $3,670 | 加仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $4.08万 | 0.00% | 4,025 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO EXCHANGE TRADED FD T | $4.08万 | 0.00% | 274 | 146 | 114.1% | $2.18万 | 加仓 |
| OGS | ONE GAS INC | $4.08万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $4.09万 | 0.00% | 1,650 | 1,100 | 200.0% | $2.73万 | 加仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $4.10万 | 0.00% | 468 | -305 | -39.5% | -$2.67万 | 减仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $4.11万 | 0.00% | 3,530 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $4.11万 | 0.00% | 1,650 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $4.11万 | 0.00% | 643 | -19 | -2.9% | -$1,214 | 减仓 |
| SLM | SLM CORP | $4.11万 | 0.00% | 1,586 | 154 | 10.8% | $3,995 | 加仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $4.13万 | 0.00% | 4,825 | 325 | 7.2% | $2,785 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $4.14万 | 0.00% | 138 | -1,445 | -91.3% | -$43.34万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $4.14万 | 0.00% | 497 | 96 | 23.9% | $7,996 | 加仓 |
| — | ALPHA TAU MEDICAL LTD | $4.15万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $4.17万 | 0.00% | 371 | 321 | 642.0% | $3.61万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $4.17万 | 0.00% | 972 | 600 | 161.3% | $2.57万 | 加仓 |
| NNE | NANO NUCLEAR ENERGY INC | $4.18万 | 0.00% | 1,975 | 1,476 | 295.8% | $3.12万 | 加仓 |
| FNLC | FIRST BANCORP INC ME | $4.18万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $4.21万 | 0.00% | 1,751 | 1,751 | — | $4.21万 | 新建仓 |
| WPP | WPP PLC NEW | $4.22万 | 0.00% | 2,722 | 604 | 28.5% | $9,357 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $4.22万 | 0.00% | 469 | 140 | 42.6% | $1.26万 | 加仓 |
| — | VANECK ETF TRUST | $4.22万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| INDB | INDEPENDENT BK CORP MASS | $4.22万 | 0.00% | 504 | 123 | 32.3% | $1.03万 | 加仓 |
| AZTA | AZENTA INC | $4.22万 | 0.00% | 1,655 | -96 | -5.5% | -$2,450 | 减仓 |
| HEGD | LISTED FDS TR | $4.23万 | 0.00% | 1,585 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INFLT LNK INC | $4.23万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| — | ORAMED PHARMACEUTICALS INC | $4.25万 | 0.00% | 8,826 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $4.25万 | 0.00% | 1,007 | -993 | -49.6% | -$4.19万 | 减仓 |
| NMRK | NEWMARK GROUP INC | $4.26万 | 0.00% | 2,819 | 497 | 21.4% | $7,509 | 加仓 |
| DBJP | DBX ETF TR | $4.26万 | 0.00% | 371 | 45 | 13.8% | $5,171 | 加仓 |
| — | VIRTUS ETF TR II | $4.26万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4.28万 | 0.00% | 500 | 500 | — | $4.28万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $4.29万 | 0.00% | 1,511 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $4.29万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $4.29万 | 0.00% | 599 | 5 | 0.8% | $358 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.29万 | 0.00% | 780 | 3 | 0.4% | $165 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $4.30万 | 0.00% | 1,810 | 1,810 | — | $4.30万 | 新建仓 |
| — | ISHARES TR | $4.30万 | 0.00% | 2,460 | 2,460 | — | $4.30万 | 新建仓 |