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 |
|---|---|---|---|---|---|---|---|---|
| SCYB | SCHWAB STRATEGIC TR | $9.08万 | 0.00% | 3,468 | 37 | 1.1% | $969 | 加仓 |
| XVV | ISHARES TR | $9.08万 | 0.00% | 1,599 | 30 | 1.9% | $1,704 | 加仓 |
| WHR | WHIRLPOOL CORP | $9.13万 | 0.00% | 2,315 | -38 | -1.6% | -$1,498 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $9.18万 | 0.00% | 2,148 | 2,148 | — | $9.18万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $9.19万 | 0.00% | 6,000 | -60 | -1.0% | -$919 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $9.23万 | 0.00% | 2,254 | -230,397 | -99.0% | -$943.70万 | 减仓 |
| XES | SPDR SERIES TRUST | $9.25万 | 0.00% | 825 | 388 | 88.8% | $4.35万 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $9.25万 | 0.00% | 6,190 | 172 | 2.9% | $2,570 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $9.25万 | 0.00% | 8,717 | -552 | -6.0% | -$5,857 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $9.25万 | 0.00% | 21,020 | -1,083 | -4.9% | -$4,765 | 减仓 |
| RONB | BARON ETF TR | $9.25万 | 0.00% | 3,791 | -5,596 | -59.6% | -$13.65万 | 减仓 |
| HUBS | HUBSPOT INC | $9.27万 | 0.00% | 508 | -790 | -60.9% | -$14.41万 | 减仓 |
| — | RESOURCES CONNECTION INC | $9.33万 | 0.00% | 21,962 | 21,962 | — | $9.33万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $9.34万 | 0.00% | 497 | 72 | 16.9% | $1.35万 | 加仓 |
| CERS | CERUS CORP | $9.34万 | 0.00% | 32,000 | -12,760 | -28.5% | -$3.73万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $9.36万 | 0.00% | 2,701 | 1,012 | 59.9% | $3.51万 | 加仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $9.40万 | 0.00% | 1,850 | 155 | 9.1% | $7,874 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $9.41万 | 0.00% | 22,949 | 5,655 | 32.7% | $2.32万 | 加仓 |
| — | ALBEMARLE CORP | $9.42万 | 0.00% | 1,702 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $9.44万 | 0.00% | 19,961 | -18,415 | -48.0% | -$8.71万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $9.50万 | 0.00% | 1,339 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $9.50万 | 0.00% | 8,643 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.53万 | 0.00% | 3,130 | 0 | 0.0% | — | 不变 |
| — | BANK OF AMER CORP | $9.53万 | 0.00% | 76 | -8 | -9.5% | -$1.00万 | 减仓 |
| PLUG | PLUG PWR INC | $9.55万 | 0.00% | 35,224 | -1,126 | -3.1% | -$3,051 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $9.55万 | 0.00% | 3,275 | 1,036 | 46.3% | $3.02万 | 加仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $9.59万 | 0.00% | 4,100 | 2,000 | 95.2% | $4.68万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $9.60万 | 0.00% | 6,708 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $9.63万 | 0.00% | 9,361 | 2,921 | 45.4% | $3.01万 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $9.64万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.66万 | 0.00% | 2,474 | 169 | 7.3% | $6,600 | 加仓 |
| FCEL | FUELCELL ENERGY INC | $9.67万 | 0.00% | 2,685 | 2,685 | — | $9.67万 | 新建仓 |
| TOPT | ISHARES TR | $9.68万 | 0.00% | 2,940 | -1,125 | -27.7% | -$3.70万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.72万 | 0.00% | 1,614 | 0 | 0.0% | — | 不变 |
| PALL | ABRDN PALLADIUM ETF TRUST | $9.73万 | 0.00% | 4,405 | -6,680 | -60.3% | -$14.75万 | 减仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $9.74万 | 0.00% | 3,232 | 0 | 0.0% | — | 不变 |
| CHDN | CHURCHILL DOWNS INC | $9.75万 | 0.00% | 1,088 | 126 | 13.1% | $1.13万 | 加仓 |
| BAX | BAXTER INTL INC | $9.77万 | 0.00% | 4,585 | -9,036 | -66.3% | -$19.26万 | 减仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $9.78万 | 0.00% | 4,696 | -2,701 | -36.5% | -$5.62万 | 减仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $9.85万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY MERRIMACK STR TR | $9.90万 | 0.00% | 1,975 | -250 | -11.2% | -$1.25万 | 减仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $9.92万 | 0.00% | 2,345 | -288 | -10.9% | -$1.22万 | 减仓 |
| AVDS | AMERICAN CENTY ETF TR | $9.93万 | 0.00% | 1,320 | 1,320 | — | $9.93万 | 新建仓 |
| ADC | AGREE RLTY CORP | $9.97万 | 0.00% | 1,316 | 272 | 26.1% | $2.06万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $9.98万 | 0.00% | 2,618 | 2,618 | — | $9.98万 | 新建仓 |
| EMNT | PIMCO ETF TR | $9.98万 | 0.00% | 1,009 | 1,009 | — | $9.98万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $10.07万 | 0.00% | 2,741 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP | $10.07万 | 0.00% | 622 | 129 | 26.2% | $2.09万 | 加仓 |
| — | DOMINARI HOLDINGS INC | $10.08万 | 0.00% | 32,103 | 0 | 0.0% | — | 不变 |
| — | QUANTUM BIOPHARMA LTD | $10.09万 | 0.00% | 27,881 | 23,500 | 536.4% | $8.51万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $10.10万 | 0.00% | 1,448 | 1,448 | — | $10.10万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $10.10万 | 0.00% | 5,400 | -2,700 | -33.3% | -$5.05万 | 减仓 |
| — | FORRESTER RESH INC | $10.12万 | 0.00% | 12,032 | 12,032 | — | $10.12万 | 新建仓 |
| OGN | ORGANON & CO | $10.15万 | 0.00% | 7,498 | -1,118 | -13.0% | -$1.51万 | 减仓 |
| PFEB | INNOVATOR ETFS TRUST | $10.19万 | 0.00% | 2,367 | -86,026 | -97.3% | -$370.43万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $10.20万 | 0.00% | 9,457 | 5,493 | 138.6% | $5.93万 | 加仓 |
| — | ISHARES TR | $10.22万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $10.23万 | 0.00% | 1,880 | -576 | -23.5% | -$3.13万 | 减仓 |
| MDB | MONGODB INC | $10.24万 | 0.00% | 305 | -359 | -54.1% | -$12.06万 | 减仓 |
| FNDA | SCHWAB STRATEGIC TR | $10.25万 | 0.00% | 2,693 | 925 | 52.3% | $3.52万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.26万 | 0.00% | 3,477 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.28万 | 0.00% | 3,049 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $10.33万 | 0.00% | 3,823 | 3,823 | — | $10.33万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $10.36万 | 0.00% | 2,198 | 529 | 31.7% | $2.49万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.37万 | 0.00% | 4,320 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $10.39万 | 0.00% | 733 | -51 | -6.5% | -$7,228 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $10.46万 | 0.00% | 5,168 | -621 | -10.7% | -$1.26万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $10.47万 | 0.00% | 3,408 | 3,408 | — | $10.47万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $10.48万 | 0.00% | 374 | -997 | -72.7% | -$27.93万 | 减仓 |
| — | EA SERIES TRUST | $10.49万 | 0.00% | 3,159 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $10.49万 | 0.00% | 3,697 | 19 | 0.5% | $539 | 加仓 |
| IDA | IDACORP INC | $10.52万 | 0.00% | 695 | -87 | -11.1% | -$1.32万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $10.52万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $10.54万 | 0.00% | 1,176 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $10.62万 | 0.00% | 2,037 | -1,808 | -47.0% | -$9.43万 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $10.63万 | 0.00% | 2,593 | 1,246 | 92.5% | $5.11万 | 加仓 |
| RYLD | GLOBAL X FDS | $10.65万 | 0.00% | 6,662 | 2,438 | 57.7% | $3.90万 | 加仓 |
| NPKI | NPK INTERNATIONAL INC | $10.69万 | 0.00% | 6,720 | 6,720 | — | $10.69万 | 新建仓 |
| BCI | ABRDN ETFS | $10.69万 | 0.00% | 4,786 | 1,079 | 29.1% | $2.41万 | 加仓 |
| JETS | ETF SER SOLUTIONS | $10.75万 | 0.00% | 3,235 | -5,719 | -63.9% | -$19.00万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $10.77万 | 0.00% | 2,649 | 0 | 0.0% | — | 不变 |
| SLYG | SPDR SERIES TRUST | $10.78万 | 0.00% | 905 | -39,499 | -97.8% | -$470.55万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $10.81万 | 0.00% | 1,770 | 15 | 0.9% | $916 | 加仓 |
| BHB | BAR HBR BANKSHARES | $10.85万 | 0.00% | 2,872 | 3 | 0.1% | $113 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $10.85万 | 0.00% | 9,600 | -500 | -5.0% | -$5,650 | 减仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $10.89万 | 0.00% | 2,484 | 2,484 | — | $10.89万 | 新建仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $10.92万 | 0.00% | 12,492 | 6,420 | 105.7% | $5.61万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.93万 | 0.00% | 3,048 | -3,210 | -51.3% | -$11.51万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $10.95万 | 0.00% | 12,526 | 0 | 0.0% | — | 不变 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $10.95万 | 0.00% | 3,775 | 750 | 24.8% | $2.18万 | 加仓 |
| PMMF | BLACKROCK ETF TRUST | $10.95万 | 0.00% | 1,092 | -105 | -8.8% | -$1.05万 | 减仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $10.97万 | 0.00% | 1,702 | 883 | 107.8% | $5.69万 | 加仓 |
| VIRT | VIRTU FINL INC | $10.97万 | 0.00% | 1,841 | -32 | -1.7% | -$1,907 | 减仓 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $10.99万 | 0.00% | 3,120 | 2,573 | 470.4% | $9.07万 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $11.02万 | 0.00% | 1,455 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $11.03万 | 0.00% | 1,604 | 1,415 | 748.7% | $9.73万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $11.09万 | 0.00% | 1,083 | 148 | 15.8% | $1.52万 | 加仓 |
| ALC | ALCON AG | $11.10万 | 0.00% | 1,654 | -562 | -25.4% | -$3.77万 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $11.12万 | 0.00% | 8,987 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $11.12万 | 0.00% | 1,973 | -26 | -1.3% | -$1,465 | 减仓 |