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 |
|---|---|---|---|---|---|---|---|---|
| NHC | NATIONAL HEALTHCARE CORP | $4.30万 | 0.00% | 204 | 1 | 0.5% | $211 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $4.32万 | 0.00% | 531 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $4.32万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $4.33万 | 0.00% | 2,486 | -23 | -0.9% | -$400 | 减仓 |
| LPX | LOUISIANA PAC CORP | $4.35万 | 0.00% | 553 | -70 | -11.2% | -$5,506 | 减仓 |
| — | CLOUGH GLOBAL EQUITY FD | $4.35万 | 0.00% | 5,052 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $4.36万 | 0.00% | 1,282 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $4.37万 | 0.00% | 10,497 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $4.37万 | 0.00% | 4,106 | -1,402 | -25.5% | -$1.49万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $4.38万 | 0.00% | 1,598 | -6,161 | -79.4% | -$16.87万 | 减仓 |
| REPL | REPLIMUNE GROUP INC | $4.40万 | 0.00% | 3,973 | 223 | 5.9% | $2,469 | 加仓 |
| THO | THOR INDS INC | $4.40万 | 0.00% | 586 | -6 | -1.0% | -$451 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC | $4.41万 | 0.00% | 855 | 12 | 1.4% | $619 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.41万 | 0.00% | 590 | -107 | -15.4% | -$8,002 | 减仓 |
| SMBS | SCHWAB STRATEGIC TR | $4.41万 | 0.00% | 1,736 | 1,736 | — | $4.41万 | 新建仓 |
| LRGE | LEGG MASON ETF INVT | $4.42万 | 0.00% | 516 | -1,015 | -66.3% | -$8.69万 | 减仓 |
| TRNO | TERRENO RLTY CORP | $4.42万 | 0.00% | 683 | 299 | 77.9% | $1.94万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $4.43万 | 0.00% | 768 | -1,082 | -58.5% | -$6.24万 | 减仓 |
| PRG | PROG HOLDINGS INC | $4.43万 | 0.00% | 951 | -28 | -2.9% | -$1,306 | 减仓 |
| SEPN | SEPTERNA INC | $4.44万 | 0.00% | 1,325 | 1,325 | — | $4.44万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $4.45万 | 0.00% | 1,739 | 1,668 | 2,349.3% | $4.27万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.45万 | 0.00% | 850 | -835 | -49.6% | -$4.38万 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $4.46万 | 0.00% | 5,149 | 0 | 0.0% | — | 不变 |
| UUP | INVESCO DB US DLR INDEX TR | $4.48万 | 0.00% | 1,577 | -154,118 | -99.0% | -$437.85万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $4.49万 | 0.00% | 1,739 | 1,739 | — | $4.49万 | 新建仓 |
| QDF | FLEXSHARES TR | $4.50万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IVOV | VANGUARD ADMIRAL FDS INC | $4.52万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| — | SPROTT PHYSICAL COPPER TRUST | $4.55万 | 0.00% | 4,000 | 4,000 | — | $4.55万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $4.56万 | 0.00% | 943 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $4.57万 | 0.00% | 2,089 | 1,780 | 576.1% | $3.89万 | 加仓 |
| ENFR | ALPS ETF TR | $4.57万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| QDEF | FLEXSHARES TR | $4.59万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $4.59万 | 0.00% | 669 | -593 | -47.0% | -$4.07万 | 减仓 |
| TXNM | TXNM ENERGY INC | $4.60万 | 0.00% | 811 | -3 | -0.4% | -$170 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $4.61万 | 0.00% | 9,763 | 1,639 | 20.2% | $7,736 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $4.61万 | 0.00% | 887 | -116 | -11.6% | -$6,027 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.62万 | 0.00% | 1,677 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $4.62万 | 0.00% | 1,378 | 756 | 121.5% | $2.53万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $4.63万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | GLADSTONE INVT CORP | $4.64万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| MFUS | PIMCO EQUITY SER | $4.64万 | 0.00% | 691 | 596 | 627.4% | $4.00万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $4.65万 | 0.00% | 1,940 | 1,840 | 1,840.0% | $4.41万 | 加仓 |
| CHMG | CHEMUNG FINL CORP | $4.66万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $4.66万 | 0.00% | 878 | -50 | -5.4% | -$2,655 | 减仓 |
| — | GLOBAL X FDS | $4.67万 | 0.00% | 1,609 | 1,609 | — | $4.67万 | 新建仓 |
| — | OUTLOOK THERAPEUTICS INC | $4.69万 | 0.00% | 29,500 | 29,486 | 210,614.3% | $4.69万 | 加仓 |
| USFD | US FOODS HLDG CORP | $4.69万 | 0.00% | 459 | -2,486 | -84.4% | -$25.41万 | 减仓 |
| — | RENX ENTERPRISES CORP | $4.70万 | 0.00% | 25,000 | 25,000 | — | $4.70万 | 新建仓 |
| BBNX | BETA BIONICS INC | $4.71万 | 0.00% | 3,003 | 0 | 0.0% | — | 不变 |
| BTAL | AGF INVTS TR | $4.71万 | 0.00% | 4,225 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $4.72万 | 0.00% | 793 | -1,946 | -71.0% | -$11.57万 | 减仓 |
| CAM | AB ACTIVE ETFS INC | $4.72万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $4.73万 | 0.00% | 1,231 | 7 | 0.6% | $269 | 加仓 |
| MAC | MACERICH CO | $4.73万 | 0.00% | 1,879 | 1,629 | 651.6% | $4.10万 | 加仓 |
| — | LISTED FDS TR | $4.75万 | 0.00% | 1,204 | 200 | 19.9% | $7,896 | 加仓 |
| SSO | PROSHARES TR | $4.77万 | 0.00% | 708 | 388 | 121.2% | $2.61万 | 加仓 |
| ELF | E L F BEAUTY INC | $4.78万 | 0.00% | 646 | -1,518 | -70.1% | -$11.23万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4.78万 | 0.00% | 1,233 | -112 | -8.3% | -$4,344 | 减仓 |
| MNKD | MANNKIND CORP | $4.78万 | 0.00% | 11,230 | -2,800 | -20.0% | -$1.19万 | 减仓 |
| VELO | VELO3D INC | $4.82万 | 0.00% | 2,744 | 2,744 | — | $4.82万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $4.82万 | 0.00% | 280 | 170 | 154.5% | $2.92万 | 加仓 |
| HYDB | ISHARES TR | $4.83万 | 0.00% | 1,032 | -25 | -2.4% | -$1,169 | 减仓 |
| — | TEMA ETF TRUST | $4.83万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $4.83万 | 0.00% | 970 | 341 | 54.2% | $1.70万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.86万 | 0.00% | 411 | 1 | 0.2% | $118 | 加仓 |
| PEGA | PEGASYSTEMS INC | $4.86万 | 0.00% | 1,623 | -2,705 | -62.5% | -$8.11万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $4.87万 | 0.00% | 752 | -30 | -3.8% | -$1,943 | 减仓 |
| GEL | GENESIS ENERGY L P | $4.88万 | 0.00% | 3,445 | 0 | 0.0% | — | 不变 |
| GSSC | GOLDMAN SACHS ETF TR | $4.88万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| CZR | CAESARS ENTERTAINMENT INC NE | $4.88万 | 0.00% | 1,618 | -4,702 | -74.4% | -$14.19万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $4.89万 | 0.00% | 1,445 | -10,127 | -87.5% | -$34.26万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $4.89万 | 0.00% | 2,530 | 2,329 | 1,158.7% | $4.50万 | 加仓 |
| — | MORGAN STANLEY ETF TRUST | $4.89万 | 0.00% | 960 | 960 | — | $4.89万 | 新建仓 |
| INSM | INSMED INC | $4.90万 | 0.00% | 460 | -241 | -34.4% | -$2.57万 | 减仓 |
| MSA | MSA SAFETY INC | $4.91万 | 0.00% | 281 | 81 | 40.5% | $1.41万 | 加仓 |
| — | ISHARES TR | $4.91万 | 0.00% | 1,606 | 1,606 | — | $4.91万 | 新建仓 |
| NIO | NIO INC | $4.91万 | 0.00% | 9,700 | -690 | -6.6% | -$3,492 | 减仓 |
| SEB | SEABOARD CORP DEL | $4.91万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | ABUNDIA GLOBAL IMPACT GROUP | $4.91万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $4.93万 | 0.00% | 742 | 208 | 39.0% | $1.38万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4.93万 | 0.00% | 1,214 | -1,140 | -48.4% | -$4.63万 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $4.95万 | 0.00% | 4,955 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $4.95万 | 0.00% | 3,745 | -5 | -0.1% | -$66 | 减仓 |
| SH | PROSHARES TR | $4.95万 | 0.00% | 1,500 | 1,500 | — | $4.95万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $4.96万 | 0.00% | 4,641 | 3,641 | 364.1% | $3.89万 | 加仓 |
| PKE | PARK AEROSPACE CORP | $4.96万 | 0.00% | 1,300 | 1,300 | — | $4.96万 | 新建仓 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $4.96万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $4.99万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $5.03万 | 0.00% | 1,014 | -369 | -26.7% | -$1.83万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.05万 | 0.00% | 52,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.06万 | 0.00% | 1,909 | 1,909 | — | $5.06万 | 新建仓 |
| — | PGIM ROCK ETF TR | $5.06万 | 0.00% | 1,598 | 1,598 | — | $5.06万 | 新建仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $5.06万 | 0.00% | 856 | -219 | -20.4% | -$1.30万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $5.07万 | 0.00% | 10,871 | -1,884 | -14.8% | -$8,780 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $5.07万 | 0.00% | 801 | 6 | 0.8% | $380 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.08万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $5.08万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $5.09万 | 0.00% | 1,122 | -335 | -23.0% | -$1.52万 | 减仓 |
| TLTW | ISHARES TR | $5.09万 | 0.00% | 2,279 | -113,862 | -98.0% | -$254.37万 | 减仓 |
| — | INVESCO VALUE MUN INCOME TR | $5.09万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |