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 |
|---|---|---|---|---|---|---|---|---|
| PHIN | PHINIA INC | $5.10万 | 0.00% | 619 | -56 | -8.3% | -$4,613 | 减仓 |
| WTMF | WISDOMTREE TR | $5.11万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $5.12万 | 0.00% | 1,666 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.13万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $5.15万 | 0.00% | 2,000 | 2,000 | — | $5.15万 | 新建仓 |
| — | ARK ETF TR | $5.16万 | 0.00% | 1,697 | 1,000 | 143.5% | $3.04万 | 加仓 |
| SANM | SANMINA CORP | $5.16万 | 0.00% | 204 | -461 | -69.3% | -$11.67万 | 减仓 |
| — | GATES INDL CORP PLC | $5.16万 | 0.00% | 1,846 | 963 | 109.1% | $2.69万 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $5.17万 | 0.00% | 1,490 | 472 | 46.4% | $1.64万 | 加仓 |
| INDY | ISHARES TR | $5.19万 | 0.00% | 1,195 | 1 | 0.1% | $43 | 加仓 |
| — | PACER FDS TR | $5.19万 | 0.00% | 1,546 | 1,546 | — | $5.19万 | 新建仓 |
| BMAY | INNOVATOR ETFS TRUST | $5.21万 | 0.00% | 1,101 | 0 | 0.0% | — | 不变 |
| PABU | ISHARES TR | $5.22万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $5.22万 | 0.00% | 754 | 54 | 7.7% | $3,739 | 加仓 |
| FBNC | FIRST BANCORP N C | $5.26万 | 0.00% | 823 | 2 | 0.2% | $128 | 加仓 |
| — | PGIM ROCK ETF TR | $5.27万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $5.28万 | 0.00% | 1,200 | -50 | -4.0% | -$2,200 | 减仓 |
| — | Z SQUARED INC | $5.29万 | 0.00% | 5,000 | 5,000 | — | $5.29万 | 新建仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $5.29万 | 0.00% | 1,280 | -172 | -11.8% | -$7,109 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5.30万 | 0.00% | 680 | -924 | -57.6% | -$7.20万 | 减仓 |
| — | TIDAL TRUST II | $5.30万 | 0.00% | 3,992 | 1,000 | 33.4% | $1.33万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $5.30万 | 0.00% | 787 | -335 | -29.9% | -$2.26万 | 减仓 |
| — | PGIM ROCK ETF TR | $5.30万 | 0.00% | 1,559 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.32万 | 0.00% | 2,000 | 2,000 | — | $5.32万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.33万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| BIDD | BLACKROCK ETF TRUST | $5.33万 | 0.00% | 1,776 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $5.37万 | 0.00% | 3,322 | -32,812 | -90.8% | -$53.06万 | 减仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $5.38万 | 0.00% | 1,889 | 865 | 84.5% | $2.47万 | 加仓 |
| — | LISTED FDS TR | $5.40万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| MXI | ISHARES TR | $5.40万 | 0.00% | 510 | -475 | -48.2% | -$5.03万 | 减仓 |
| PL | PLANET LABS PBC | $5.41万 | 0.00% | 1,633 | 1,630 | 54,333.3% | $5.40万 | 加仓 |
| SPUS | TIDAL TRUST I | $5.42万 | 0.00% | 943 | -455 | -32.5% | -$2.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.45万 | 0.00% | 2,000 | 2,000 | — | $5.45万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $5.45万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC | $5.46万 | 0.00% | 969 | -9 | -0.9% | -$507 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $5.48万 | 0.00% | 747 | -1 | -0.1% | -$73 | 减仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $5.48万 | 0.00% | 3,346 | 432 | 14.8% | $7,079 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $5.50万 | 0.00% | 2,451 | -339 | -12.2% | -$7,609 | 减仓 |
| DNN | DENISON MINES CORP | $5.51万 | 0.00% | 18,000 | 500 | 2.9% | $1,530 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $5.52万 | 0.00% | 575 | -650 | -53.1% | -$6.24万 | 减仓 |
| ALMU | AELUMA INC | $5.52万 | 0.00% | 2,500 | -2,000 | -44.4% | -$4.42万 | 减仓 |
| SAM | BOSTON BEER INC | $5.52万 | 0.00% | 312 | -19 | -5.7% | -$3,364 | 减仓 |
| PSFF | PACER FDS TR | $5.53万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| — | ZENATECH INC | $5.53万 | 0.00% | 36,890 | 10,000 | 37.2% | $1.50万 | 加仓 |
| SKT | TANGER INC | $5.54万 | 0.00% | 1,402 | 81 | 6.1% | $3,198 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $5.54万 | 0.00% | 12,020 | -5,052 | -29.6% | -$2.33万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $5.54万 | 0.00% | 685 | -46 | -6.3% | -$3,721 | 减仓 |
| EMHY | ISHARES INC | $5.55万 | 0.00% | 1,364 | 0 | 0.0% | — | 不变 |
| SMIN | ISHARES TR | $5.55万 | 0.00% | 785 | 207 | 35.8% | $1.46万 | 加仓 |
| — | FITLIFE BRANDS INC | $5.56万 | 0.00% | 5,050 | -1,375 | -21.4% | -$1.51万 | 减仓 |
| SFLO | VICTORY PORTFOLIOS II | $5.56万 | 0.00% | 1,626 | 1,210 | 290.9% | $4.14万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $5.57万 | 0.00% | 15,163 | -3,094 | -16.9% | -$1.14万 | 减仓 |
| BCO | BRINKS CO | $5.57万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| RCKT | ROCKET PHARMACEUTICALS INC | $5.59万 | 0.00% | 16,340 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $5.59万 | 0.00% | 1,675 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $5.60万 | 0.00% | 1,126 | 485 | 75.7% | $2.41万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $5.63万 | 0.00% | 1,924 | -348,222 | -99.5% | -$1,019.24万 | 减仓 |
| — | JOINT CORP | $5.65万 | 0.00% | 6,440 | 6,440 | — | $5.65万 | 新建仓 |
| — | TWO RDS SHARED TR | $5.67万 | 0.00% | 1,268 | 1,268 | — | $5.67万 | 新建仓 |
| AIS | TIDAL TRUST III | $5.67万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| AAXJ | ISHARES TR | $5.68万 | 0.00% | 476 | 469 | 6,700.0% | $5.60万 | 加仓 |
| IFRX | INFLARX NV | $5.68万 | 0.00% | 25,375 | 25,000 | 6,666.7% | $5.60万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $5.69万 | 0.00% | 3,850 | 2,730 | 243.8% | $4.03万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.70万 | 0.00% | 1,209 | 3 | 0.2% | $141 | 加仓 |
| YOU | CLEAR SECURE INC | $5.71万 | 0.00% | 1,025 | 9 | 0.9% | $502 | 加仓 |
| IGRO | ISHARES TR | $5.73万 | 0.00% | 652 | 48 | 7.9% | $4,220 | 加仓 |
| KMX | CARMAX INC | $5.75万 | 0.00% | 1,088 | -463 | -29.9% | -$2.45万 | 减仓 |
| STM | STMICROELECTRONICS N V | $5.76万 | 0.00% | 770 | -68 | -8.1% | -$5,091 | 减仓 |
| MTRN | MATERION CORP | $5.77万 | 0.00% | 194 | 44 | 29.3% | $1.31万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $5.79万 | 0.00% | 582 | -15 | -2.5% | -$1,491 | 减仓 |
| — | PPL CAP FDG INC | $5.79万 | 0.00% | 51,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $5.79万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC | $5.80万 | 0.00% | 1,079 | 0 | 0.0% | — | 不变 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $5.80万 | 0.00% | 520 | -14 | -2.6% | -$1,562 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.81万 | 0.00% | 2,121 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $5.82万 | 0.00% | 32,000 | 0 | 0.0% | — | 不变 |
| BWX | SPDR SERIES TRUST | $5.82万 | 0.00% | 2,686 | 451 | 20.2% | $9,778 | 加仓 |
| AMCR | AMCOR PLC | $5.84万 | 0.00% | 1,347 | 69 | 5.4% | $2,992 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $5.88万 | 0.00% | 2,894 | -270 | -8.5% | -$5,484 | 减仓 |
| PSNL | PERSONALIS INC | $5.89万 | 0.00% | 4,393 | 4,393 | — | $5.89万 | 新建仓 |
| FLNG | FLEX LNG LTD | $5.92万 | 0.00% | 2,108 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $5.92万 | 0.00% | 776 | -149 | -16.1% | -$1.14万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $5.93万 | 0.00% | 837 | 0 | 0.0% | — | 不变 |
| ATR | APTARGROUP INC | $5.93万 | 0.00% | 474 | 10 | 2.2% | $1,252 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.94万 | 0.00% | 2,589 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP | $5.95万 | 0.00% | 307 | -679 | -68.9% | -$13.16万 | 减仓 |
| — | ADVISORSHARES TR | $5.96万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | VICTORY PORTFOLIOS II | $5.98万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $5.99万 | 0.00% | 2,900 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $6.00万 | 0.00% | 1,916 | 1,916 | — | $6.00万 | 新建仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.00万 | 0.00% | 1,555 | -450 | -22.4% | -$1.74万 | 减仓 |
| CEFS | EXCHANGE LISTED FDS TR | $6.07万 | 0.00% | 2,367 | 445 | 23.2% | $1.14万 | 加仓 |
| — | NEUBERGER R/EST SECS INC FD | $6.08万 | 0.00% | 20,056 | 8,000 | 66.4% | $2.42万 | 加仓 |
| FXY | INVESCO CURRENCYSHARES | $6.08万 | 0.00% | 1,077 | 427 | 65.7% | $2.41万 | 加仓 |
| NWL | NEWELL BRANDS INC | $6.08万 | 0.00% | 9,902 | -575 | -5.5% | -$3,530 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.08万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| SMDV | PROSHARES TR | $6.09万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| — | EURONET WORLDWIDE INC | $6.10万 | 0.00% | 72,000 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $6.13万 | 0.00% | 5,494 | -1,028 | -15.8% | -$1.15万 | 减仓 |
| ARLO | ARLO TECHNOLOGIES INC | $6.13万 | 0.00% | 4,549 | 179 | 4.1% | $2,413 | 加仓 |