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 |
|---|---|---|---|---|---|---|---|---|
| FHI | FEDERATED HERMES INC | $7.63万 | 0.00% | 1,382 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $7.65万 | 0.00% | 1,300 | -6,510 | -83.4% | -$38.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.67万 | 0.00% | 2,794 | 0 | 0.0% | — | 不变 |
| HR | HEALTHCARE RLTY TR | $7.69万 | 0.00% | 3,813 | 3,805 | 47,562.5% | $7.67万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $7.71万 | 0.00% | 2,928 | 1,082 | 58.6% | $2.85万 | 加仓 |
| — | THE REAL BROKERAGE INC | $7.74万 | 0.00% | 42,500 | 7,500 | 21.4% | $1.36万 | 加仓 |
| IBMR | ISHARES TR | $7.74万 | 0.00% | 3,048 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $7.75万 | 0.00% | 3,028 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE NASSAU BRANC | $7.76万 | 0.00% | 552 | 102 | 22.7% | $1.43万 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $7.79万 | 0.00% | 3,750 | 2,000 | 114.3% | $4.15万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $7.82万 | 0.00% | 389 | -3 | -0.8% | -$603 | 减仓 |
| FROG | JFROG LTD | $7.83万 | 0.00% | 862 | 330 | 62.0% | $3.00万 | 加仓 |
| NASA | TEMA ETF TRUST | $7.84万 | 0.00% | 2,580 | 2,500 | 3,125.0% | $7.59万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $7.89万 | 0.00% | 2,241 | 213 | 10.5% | $7,503 | 加仓 |
| SLDP | SOLID POWER INC | $7.90万 | 0.00% | 30,500 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $7.92万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| FBCG | FIDELITY COVINGTON TRUST | $7.94万 | 0.00% | 1,279 | 142 | 12.5% | $8,820 | 重新持有 |
| CFR | CULLEN FROST BANKERS INC | $7.96万 | 0.00% | 515 | -138 | -21.1% | -$2.13万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $7.96万 | 0.00% | 1,700 | -2,225 | -56.7% | -$10.42万 | 减仓 |
| — | PGIM ROCK ETF TR | $7.98万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $7.99万 | 0.00% | 2,124 | 0 | 0.0% | — | 不变 |
| SFL | SFL CORPORATION LTD | $8.00万 | 0.00% | 7,841 | 7,457 | 1,941.9% | $7.61万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $8.00万 | 0.00% | 2,143 | -705 | -24.8% | -$2.63万 | 减仓 |
| — | VANECK FDS | $8.03万 | 0.00% | 1,853 | 1,153 | 164.7% | $5.00万 | 加仓 |
| TDTT | FLEXSHARES TR | $8.03万 | 0.00% | 3,358 | 0 | 0.0% | — | 不变 |
| — | EVA LIVE INC | $8.03万 | 0.00% | 30,530 | 0 | 0.0% | — | 不变 |
| STLA | STELLANTIS N.V | $8.04万 | 0.00% | 14,016 | 6,097 | 77.0% | $3.50万 | 加仓 |
| IBTJ | ISHARES TR | $8.06万 | 0.00% | 3,725 | -1,505 | -28.8% | -$3.26万 | 减仓 |
| DBX | DROPBOX INC | $8.07万 | 0.00% | 2,939 | -9 | -0.3% | -$247 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $8.08万 | 0.00% | 639 | -130 | -16.9% | -$1.64万 | 减仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $8.11万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $8.12万 | 0.00% | 2,293 | -5,324 | -69.9% | -$18.86万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $8.13万 | 0.00% | 1,358 | -279 | -17.0% | -$1.67万 | 减仓 |
| CRNC | CERENCE INC | $8.17万 | 0.00% | 7,221 | -1,400 | -16.2% | -$1.58万 | 减仓 |
| NUGT | DIREXION SHARES ETF TRUST | $8.19万 | 0.00% | 700 | 200 | 40.0% | $2.34万 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $8.19万 | 0.00% | 892 | -4 | -0.4% | -$367 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $8.22万 | 0.00% | 11,328 | 1,078 | 10.5% | $7,826 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $8.23万 | 0.00% | 700 | -25 | -3.4% | -$2,940 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $8.25万 | 0.00% | 1,799 | 4 | 0.2% | $183 | 加仓 |
| — | ISHARES TR | $8.25万 | 0.00% | 3,139 | 170 | 5.7% | $4,469 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $8.25万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| — | PG&E CORP | $8.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC | $8.30万 | 0.00% | 155 | 74 | 91.4% | $3.96万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $8.30万 | 0.00% | 3,195 | 603 | 23.3% | $1.57万 | 加仓 |
| CMBT | CMB.TECH NV | $8.35万 | 0.00% | 5,965 | 0 | 0.0% | — | 不变 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8.35万 | 0.00% | 16,058 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $8.36万 | 0.00% | 526 | -1,053 | -66.7% | -$16.73万 | 减仓 |
| GRAL | GRAIL INC | $8.39万 | 0.00% | 1,229 | 349 | 39.7% | $2.38万 | 加仓 |
| — | GRANITE PT MTG TR INC | $8.40万 | 0.00% | 56,009 | 56,009 | — | $8.40万 | 新建仓 |
| BSY | BENTLEY SYS INC | $8.40万 | 0.00% | 2,811 | 1,889 | 204.9% | $5.65万 | 加仓 |
| EPP | ISHARES INC | $8.41万 | 0.00% | 1,579 | 327 | 26.1% | $1.74万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $8.42万 | 0.00% | 1,083 | 237 | 28.0% | $1.84万 | 加仓 |
| VLU | SPDR SERIES TRUST | $8.43万 | 0.00% | 354 | 35 | 11.0% | $8,337 | 加仓 |
| SPMB | SPDR SERIES TRUST | $8.45万 | 0.00% | 3,787 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $8.45万 | 0.00% | 2,070 | -340 | -14.1% | -$1.39万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $8.48万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $8.49万 | 0.00% | 1,280 | -2,014 | -61.1% | -$13.36万 | 减仓 |
| INFQ | INFLEQTION INC | $8.50万 | 0.00% | 6,385 | 4,401 | 221.8% | $5.86万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $8.51万 | 0.00% | 2,486 | -189 | -7.1% | -$6,468 | 减仓 |
| — | ELLINGTON CREDIT COMPANY | $8.54万 | 0.00% | 19,328 | 944 | 5.1% | $4,172 | 加仓 |
| — | JFB CONSTR HLDGS | $8.55万 | 0.00% | 17,774 | 6,464 | 57.2% | $3.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.57万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8.58万 | 0.00% | 3,600 | 3,600 | — | $8.58万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $8.59万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $8.59万 | 0.00% | 15,711 | 327 | 2.1% | $1,789 | 加仓 |
| — | GLOBAL X FDS | $8.60万 | 0.00% | 2,284 | -53 | -2.3% | -$1,995 | 减仓 |
| PATH | UIPATH INC | $8.60万 | 0.00% | 7,912 | -7,734 | -49.4% | -$8.41万 | 减仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $8.63万 | 0.00% | 8,121 | 925 | 12.9% | $9,833 | 加仓 |
| SRVR | PACER FDS TR | $8.63万 | 0.00% | 2,718 | 1,319 | 94.3% | $4.19万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $8.65万 | 0.00% | 3,339 | 1,163 | 53.4% | $3.01万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.67万 | 0.00% | 2,168 | -209 | -8.8% | -$8,355 | 减仓 |
| CLOZ | SERIES PORTFOLIOS TR | $8.68万 | 0.00% | 3,285 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $8.75万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| VFMO | VANGUARD WELLINGTON FD | $8.76万 | 0.00% | 351 | 1 | 0.3% | $250 | 加仓 |
| EPR | EPR PPTYS | $8.76万 | 0.00% | 1,510 | 64 | 4.4% | $3,713 | 加仓 |
| — | NEXTERA ENERGY INC | $8.78万 | 0.00% | 1,652 | -810 | -32.9% | -$4.30万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $8.81万 | 0.00% | 2,752 | -927 | -25.2% | -$2.97万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8.83万 | 0.00% | 2,607 | -15 | -0.6% | -$508 | 减仓 |
| — | HARBOR ETF TRUST | $8.84万 | 0.00% | 4,130 | -144 | -3.4% | -$3,081 | 减仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $8.85万 | 0.00% | 5,435 | 130 | 2.5% | $2,116 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $8.86万 | 0.00% | 1,705 | 8 | 0.5% | $416 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $8.87万 | 0.00% | 5,998 | 38 | 0.6% | $562 | 加仓 |
| — | THEMES ETF TR | $8.89万 | 0.00% | 2,112 | -457 | -17.8% | -$1.92万 | 减仓 |
| PI | IMPINJ INC | $8.89万 | 0.00% | 621 | -11 | -1.7% | -$1,576 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8.91万 | 0.00% | 89,000 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $8.91万 | 0.00% | 166 | 145 | 690.5% | $7.79万 | 加仓 |
| — | CALAMOS ETF TR | $8.91万 | 0.00% | 3,217 | 3,217 | — | $8.91万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $8.92万 | 0.00% | 2,387 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $8.92万 | 0.00% | 1,871 | 1,871 | — | $8.92万 | 新建仓 |
| NAPR | INNOVATOR ETFS TRUST | $8.94万 | 0.00% | 1,510 | 0 | 0.0% | — | 不变 |
| FYLD | CAMBRIA ETF TR | $8.94万 | 0.00% | 2,450 | 2,450 | — | $8.94万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $8.94万 | 0.00% | 4,000 | -26,597 | -86.9% | -$59.47万 | 减仓 |
| PUK | PRUDENTIAL PLC | $8.95万 | 0.00% | 3,338 | 2,792 | 511.4% | $7.49万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $8.97万 | 0.00% | 800 | 21 | 2.7% | $2,355 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $8.97万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X FDS | $8.98万 | 0.00% | 1,200 | 1,075 | 860.0% | $8.05万 | 加仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $9.02万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $9.05万 | 0.00% | 14,940 | -1,296 | -8.0% | -$7,854 | 减仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $9.05万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $9.05万 | 0.00% | 114 | 62 | 119.2% | $4.92万 | 加仓 |