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 |
|---|---|---|---|---|---|---|---|---|
| NTB | BANK OF N T BUTTERFIELD & SO | $6.13万 | 0.00% | 1,031 | 1 | 0.1% | $59 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $6.14万 | 0.00% | 706 | -9,000 | -92.7% | -$78.26万 | 减仓 |
| DTM | DT MIDSTREAM INC | $6.15万 | 0.00% | 419 | -1,656 | -79.8% | -$24.30万 | 减仓 |
| GATX | GATX CORP | $6.15万 | 0.00% | 347 | -61 | -15.0% | -$1.08万 | 减仓 |
| PECO | PHILLIPS EDISON & CO INC | $6.15万 | 0.00% | 1,478 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $6.15万 | 0.00% | 9,895 | 730 | 8.0% | $4,541 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $6.18万 | 0.00% | 1,270 | -605 | -32.3% | -$2.94万 | 减仓 |
| — | SPDR SERIES TRUST | $6.20万 | 0.00% | 519 | 519 | — | $6.20万 | 新建仓 |
| — | VANECK ETF TRUST | $6.21万 | 0.00% | 631 | 631 | — | $6.21万 | 新建仓 |
| LAZ | LAZARD INC | $6.21万 | 0.00% | 1,481 | -5 | -0.3% | -$210 | 减仓 |
| TE | T1 ENERGY INC | $6.21万 | 0.00% | 6,555 | 6,106 | 1,359.9% | $5.79万 | 加仓 |
| UMAR | INNOVATOR ETFS TRUST | $6.26万 | 0.00% | 1,482 | 0 | 0.0% | — | 不变 |
| NOG | NORTHERN OIL & GAS INC | $6.26万 | 0.00% | 3,451 | -23,974 | -87.4% | -$43.52万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $6.28万 | 0.00% | 7,500 | 1,438 | 23.7% | $1.20万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $6.31万 | 0.00% | 4,010 | -711 | -15.1% | -$1.12万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $6.32万 | 0.00% | 5,567 | 5,567 | — | $6.32万 | 新建仓 |
| — | CORGI ETF TR I | $6.34万 | 0.00% | 2,000 | 2,000 | — | $6.34万 | 新建仓 |
| PSMT | PRICESMART INC | $6.35万 | 0.00% | 325 | -17 | -5.0% | -$3,321 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC | $6.36万 | 0.00% | 1,333 | -476 | -26.3% | -$2.27万 | 减仓 |
| — | VANECK ETF TRUST | $6.39万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $6.40万 | 0.00% | 2,244 | 500 | 28.7% | $1.43万 | 加仓 |
| SDIV | GLOBAL X FDS | $6.45万 | 0.00% | 2,640 | -203 | -7.1% | -$4,961 | 减仓 |
| VSEC | VSE CORP | $6.47万 | 0.00% | 283 | 2 | 0.7% | $457 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.47万 | 0.00% | 14,000 | -9,235 | -39.7% | -$4.27万 | 减仓 |
| WLDN | WILLDAN GROUP INC | $6.48万 | 0.00% | 819 | 819 | — | $6.48万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $6.49万 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| JOET | VIRTUS ETF TR II | $6.49万 | 0.00% | 1,403 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.49万 | 0.00% | 3,185 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.52万 | 0.00% | 2,510 | 2,510 | — | $6.52万 | 新建仓 |
| — | NORTHERN LTS FD TR IV | $6.52万 | 0.00% | 1,492 | 1,492 | — | $6.52万 | 新建仓 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $6.53万 | 0.00% | 1,417 | 0 | 0.0% | — | 不变 |
| — | PUTNAM MANAGED MUN INCOME TR | $6.54万 | 0.00% | 10,000 | -2,584 | -20.5% | -$1.69万 | 减仓 |
| FDLS | NORTHERN LTS FD TR IV | $6.54万 | 0.00% | 1,548 | 1,548 | — | $6.54万 | 新建仓 |
| — | PROQR THRAPEUTICS N V | $6.55万 | 0.00% | 35,241 | 33,941 | 2,610.8% | $6.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.60万 | 0.00% | 2,307 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $6.64万 | 0.00% | 2,208 | -843 | -27.6% | -$2.53万 | 减仓 |
| ISMD | NORTHERN LTS FD TR IV | $6.65万 | 0.00% | 1,331 | 1,331 | — | $6.65万 | 新建仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $6.66万 | 0.00% | 6,726 | 161 | 2.5% | $1,594 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $6.73万 | 0.00% | 27,350 | -7,800 | -22.2% | -$1.92万 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $6.74万 | 0.00% | 3,535 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $6.76万 | 0.00% | 971 | -17 | -1.7% | -$1,183 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $6.77万 | 0.00% | 1,488 | -2 | -0.1% | -$91 | 减仓 |
| IOT | SAMSARA INC | $6.79万 | 0.00% | 2,095 | -592 | -22.0% | -$1.92万 | 减仓 |
| KN | KNOWLES CORP | $6.79万 | 0.00% | 1,638 | 668 | 68.9% | $2.77万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $6.80万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $6.80万 | 0.00% | 38,861 | 38,861 | — | $6.80万 | 新建仓 |
| BF/A | BROWN FORMAN CORP | $6.81万 | 0.00% | 2,489 | 2,194 | 743.7% | $6.00万 | 加仓 |
| APG | API GROUP CORP | $6.81万 | 0.00% | 1,609 | -6,628 | -80.5% | -$28.07万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $6.88万 | 0.00% | 1,679 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $6.90万 | 0.00% | 697 | -602 | -46.3% | -$5.96万 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $6.92万 | 0.00% | 2,100 | 407 | 24.0% | $1.34万 | 加仓 |
| IMO | IMPERIAL OIL LTD | $6.93万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $6.93万 | 0.00% | 1,753 | -1,153 | -39.7% | -$4.56万 | 减仓 |
| IEV | ISHARES TR | $6.94万 | 0.00% | 952 | 422 | 79.6% | $3.07万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $7.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| JPME | J P MORGAN EXCHANGE TRADED F | $7.09万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $7.11万 | 0.00% | 805 | 28 | 3.6% | $2,473 | 加仓 |
| — | NATHANS FAMOUS INC | $7.11万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7.15万 | 0.00% | 271 | 132 | 95.0% | $3.48万 | 加仓 |
| — | TIDAL TRUST II | $7.16万 | 0.00% | 2,508 | -46 | -1.8% | -$1,313 | 减仓 |
| NEXT | NEXTDECADE CORP | $7.18万 | 0.00% | 9,521 | 1,340 | 16.4% | $1.01万 | 加仓 |
| WSBC | WESBANCO INC | $7.18万 | 0.00% | 1,841 | 7 | 0.4% | $273 | 加仓 |
| NWG | NATWEST GROUP PLC | $7.20万 | 0.00% | 4,085 | -123 | -2.9% | -$2,168 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $7.25万 | 0.00% | 1,379 | -6 | -0.4% | -$315 | 减仓 |
| CAL | CALERES INC | $7.26万 | 0.00% | 5,867 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $7.27万 | 0.00% | 1,879 | -300 | -13.8% | -$1.16万 | 减仓 |
| RWR | SPDR SERIES TRUST | $7.28万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| — | SEANERGY MARITIME HLDGS CORP | $7.28万 | 0.00% | 5,423 | 5,423 | — | $7.28万 | 新建仓 |
| NBH | NEUBERGER MUN FD INC | $7.29万 | 0.00% | 6,913 | -4,000 | -36.7% | -$4.22万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.29万 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.30万 | 0.00% | 1,900 | -300 | -13.6% | -$1.15万 | 减仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $7.30万 | 0.00% | 1,480 | 3 | 0.2% | $148 | 加仓 |
| LTRX | LANTRONIX INC | $7.31万 | 0.00% | 12,428 | 12,428 | — | $7.31万 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $7.31万 | 0.00% | 1,874 | 1,874 | — | $7.31万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $7.32万 | 0.00% | 1,184 | 36 | 3.1% | $2,226 | 加仓 |
| SBET | SHARPLINK INC | $7.32万 | 0.00% | 15,250 | -72,989 | -82.7% | -$35.03万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $7.32万 | 0.00% | 5,627 | -2,265 | -28.7% | -$2.95万 | 减仓 |
| CRML | CRITICAL METALS CORP | $7.38万 | 0.00% | 7,200 | 6,200 | 620.0% | $6.36万 | 加仓 |
| — | AIRO GROUP HLDGS INC | $7.39万 | 0.00% | 10,004 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $7.39万 | 0.00% | 4,092 | -5,177 | -55.9% | -$9.35万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $7.42万 | 0.00% | 212 | -143 | -40.3% | -$5.01万 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $7.42万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| HBM | HUDBAY MINERALS INC | $7.43万 | 0.00% | 3,145 | 3,095 | 6,190.0% | $7.31万 | 加仓 |
| GH | GUARDANT HEALTH INC | $7.43万 | 0.00% | 495 | -487 | -49.6% | -$7.31万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.43万 | 0.00% | 1,900 | -300 | -13.6% | -$1.17万 | 减仓 |
| FRDM | EA SERIES TRUST | $7.43万 | 0.00% | 1,019 | 59 | 6.1% | $4,301 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $7.45万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| WTM | WHITE MTNS INS GROUP LTD | $7.46万 | 0.00% | 36 | -19 | -34.5% | -$3.94万 | 减仓 |
| OR | OR ROYALTIES INC. | $7.47万 | 0.00% | 2,360 | 2 | 0.1% | $63 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $7.49万 | 0.00% | 3,414 | -22 | -0.6% | -$483 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.49万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $7.51万 | 0.00% | 10,653 | -5,568 | -34.3% | -$3.93万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $7.51万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7.51万 | 0.00% | 1,405 | 1 | 0.1% | $53 | 加仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $7.54万 | 0.00% | 1,462 | -328 | -18.3% | -$1.69万 | 减仓 |
| ALOY | REALLOYS INC | $7.55万 | 0.00% | 5,225 | 1,425 | 37.5% | $2.06万 | 加仓 |
| VSDA | VICTORY PORTFOLIOS II | $7.56万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $7.58万 | 0.00% | 2,418 | 2,418 | — | $7.58万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $7.61万 | 0.00% | 9,006 | 6 | 0.1% | $51 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $7.63万 | 0.00% | 2,062 | 0 | 0.0% | — | 不变 |