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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $11.12万 | 0.00% | 3,241 | 0 | 0.0% | — | 不变 |
| — | TWO RDS SHARED TR | $11.14万 | 0.00% | 2,151 | 2,151 | — | $11.14万 | 新建仓 |
| VLTO | VERALTO CORP | $11.15万 | 0.00% | 1,257 | -1,316 | -51.1% | -$11.67万 | 减仓 |
| — | TIDAL TRUST III | $11.16万 | 0.00% | 3,600 | 3,600 | — | $11.16万 | 新建仓 |
| KINS | KINGSTONE COS INC | $11.26万 | 0.00% | 5,915 | -2,170 | -26.8% | -$4.13万 | 减仓 |
| HNI | HNI CORP | $11.26万 | 0.00% | 2,786 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $11.26万 | 0.00% | 3,194 | 55 | 1.8% | $1,939 | 加仓 |
| — | CARILLON SER TR | $11.28万 | 0.00% | 4,381 | 1,853 | 73.3% | $4.77万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $11.30万 | 0.00% | 2,381 | -300 | -11.2% | -$1.42万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.31万 | 0.00% | 5,100 | 3,000 | 142.9% | $6.65万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $11.31万 | 0.00% | 11,684 | 2,314 | 24.7% | $2.24万 | 加仓 |
| Z | ZILLOW GROUP INC | $11.33万 | 0.00% | 3,593 | -4,806 | -57.2% | -$15.15万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $11.36万 | 0.00% | 6,337 | 3,100 | 95.8% | $5.56万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $11.36万 | 0.00% | 2,263 | 2,263 | — | $11.36万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $11.48万 | 0.00% | 2,266 | -5,142 | -69.4% | -$26.06万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $11.52万 | 0.00% | 4,672 | 423 | 10.0% | $1.04万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $11.53万 | 0.00% | 684 | 426 | 165.1% | $7.18万 | 加仓 |
| — | PROSHARES TR | $11.57万 | 0.00% | 1,417 | 195 | 16.0% | $1.59万 | 加仓 |
| ESTC | ELASTIC N V | $11.58万 | 0.00% | 2,031 | 22 | 1.1% | $1,254 | 加仓 |
| HUT | HUT 8 CORP | $11.60万 | 0.00% | 1,005 | -171 | -14.5% | -$1.97万 | 减仓 |
| — | EA SERIES TRUST | $11.64万 | 0.00% | 3,474 | -341 | -8.9% | -$1.14万 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $11.64万 | 0.00% | 6,624 | 1,426 | 27.4% | $2.51万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $11.70万 | 0.00% | 836 | 748 | 850.0% | $10.47万 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $11.72万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| RUNN | STRATEGIC TRUST | $11.78万 | 0.00% | 3,636 | 2,258 | 163.9% | $7.32万 | 加仓 |
| GDDY | GODADDY INC | $11.78万 | 0.00% | 1,388 | 781 | 128.7% | $6.63万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $11.81万 | 0.00% | 1,927 | 29 | 1.5% | $1,778 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $11.82万 | 0.00% | 4,162 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $11.84万 | 0.00% | 2,413 | 150 | 6.6% | $7,359 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $11.86万 | 0.00% | 8,824 | 0 | 0.0% | — | 不变 |
| — | SABA CAPITAL INCOME & OPPORT | $11.90万 | 0.00% | 14,251 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED | $11.93万 | 0.00% | 941 | -32 | -3.3% | -$4,056 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $11.94万 | 0.00% | 6,953 | -7,133 | -50.6% | -$12.25万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $11.97万 | 0.00% | 521 | -248 | -32.2% | -$5.70万 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $12.00万 | 0.00% | 3,375 | 1,200 | 55.2% | $4.27万 | 加仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $12.01万 | 0.00% | 1,226 | -382 | -23.8% | -$3.74万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $12.01万 | 0.00% | 642 | 642 | — | $12.01万 | 新建仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $12.02万 | 0.00% | 4,700 | -5,898 | -55.7% | -$15.09万 | 减仓 |
| NUMV | NUSHARES ETF TR | $12.05万 | 0.00% | 2,772 | 339 | 13.9% | $1.47万 | 加仓 |
| BBDC | BARINGS BDC INC | $12.06万 | 0.00% | 14,153 | 3,614 | 34.3% | $3.08万 | 加仓 |
| AIR | AAR CORP | $12.09万 | 0.00% | 846 | 0 | 0.0% | — | 不变 |
| — | MFS ACTIVE EXCHANGE TRADED F | $12.10万 | 0.00% | 4,803 | 722 | 17.7% | $1.82万 | 加仓 |
| INOD | INNODATA INC | $12.13万 | 0.00% | 1,605 | 469 | 41.3% | $3.54万 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $12.15万 | 0.00% | 945 | 913 | 2,853.1% | $11.74万 | 加仓 |
| ARKF | ARK ETF TR | $12.22万 | 0.00% | 3,098 | -749 | -19.5% | -$2.96万 | 减仓 |
| GVI | ISHARES TR | $12.25万 | 0.00% | 1,155 | 0 | 0.0% | — | 不变 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $12.26万 | 0.00% | 2,183 | -7,360 | -77.1% | -$41.35万 | 减仓 |
| BMOP | BNY MELLON ETF TRUST II | $12.41万 | 0.00% | 4,923 | 0 | 0.0% | — | 不变 |
| AGOX | STARBOARD INVT TR | $12.42万 | 0.00% | 3,582 | 127 | 3.7% | $4,402 | 加仓 |
| YYY | AMPLIFY ETF TR | $12.43万 | 0.00% | 10,777 | 10,777 | — | $12.43万 | 新建仓 |
| PALC | PACER FDS TR | $12.43万 | 0.00% | 2,081 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $12.45万 | 0.00% | 7,337 | -1,602 | -17.9% | -$2.72万 | 减仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $12.45万 | 0.00% | 5,610 | -135 | -2.3% | -$2,997 | 减仓 |
| KIE | SPDR SERIES TRUST | $12.47万 | 0.00% | 2,044 | -1,059 | -34.1% | -$6.46万 | 减仓 |
| RING | ISHARES INC | $12.50万 | 0.00% | 1,935 | -113 | -5.5% | -$7,299 | 减仓 |
| LAND | GLADSTONE LD CORP | $12.50万 | 0.00% | 14,654 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $12.51万 | 0.00% | 5,283 | 1,749 | 49.5% | $4.14万 | 加仓 |
| — | ISHARES TR | $12.56万 | 0.00% | 2,168 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $12.57万 | 0.00% | 1,370 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $12.58万 | 0.00% | 932 | 72 | 8.4% | $9,719 | 加仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $12.58万 | 0.00% | 5,696 | 2,426 | 74.2% | $5.36万 | 加仓 |
| LADR | LADDER CAP CORP | $12.69万 | 0.00% | 12,749 | -572 | -4.3% | -$5,691 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.69万 | 0.00% | 3,203 | 0 | 0.0% | — | 不变 |
| PTMC | PACER FDS TR | $12.76万 | 0.00% | 3,049 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $12.78万 | 0.00% | 7,476 | -93 | -1.2% | -$1,590 | 减仓 |
| MTN | VAIL RESORTS INC | $12.80万 | 0.00% | 940 | -336 | -26.3% | -$4.57万 | 减仓 |
| KWEB | KRANESHARES TRUST | $12.85万 | 0.00% | 5,250 | 2,515 | 92.0% | $6.15万 | 加仓 |
| IXG | ISHARES TR | $12.85万 | 0.00% | 1,032 | 6 | 0.6% | $747 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $12.85万 | 0.00% | 3,543 | 1,983 | 127.1% | $7.19万 | 加仓 |
| — | WHITESTONE REIT | $12.89万 | 0.00% | 6,800 | 6,800 | — | $12.89万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $12.92万 | 0.00% | 722 | 705 | 4,147.1% | $12.62万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $12.95万 | 0.00% | 4,864 | 200 | 4.3% | $5,326 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $13.02万 | 0.00% | 2,576 | 551 | 27.2% | $2.78万 | 加仓 |
| TEX | TEREX CORP NEW | $13.07万 | 0.00% | 1,806 | 581 | 47.4% | $4.21万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $13.10万 | 0.00% | 2,903 | 26 | 0.9% | $1,173 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $13.10万 | 0.00% | 5,008 | 0 | 0.0% | — | 不变 |
| SITM | SITIME CORP | $13.12万 | 0.00% | 176 | 1 | 0.6% | $746 | 加仓 |
| BIBL | NORTHERN LTS FD TR IV | $13.19万 | 0.00% | 2,278 | 2,278 | — | $13.19万 | 新建仓 |
| — | GABELLI UTIL TR | $13.19万 | 0.00% | 20,016 | -3,984 | -16.6% | -$2.63万 | 减仓 |
| BDEC | INNOVATOR ETFS TRUST | $13.24万 | 0.00% | 2,489 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $13.25万 | 0.00% | 5,014 | -3,384 | -40.3% | -$8.94万 | 减仓 |
| — | DBX ETF TR | $13.27万 | 0.00% | 2,987 | 2,987 | — | $13.27万 | 新建仓 |
| — | REX ETF TR | $13.30万 | 0.00% | 5,906 | 5,806 | 5,806.0% | $13.08万 | 加仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $13.36万 | 0.00% | 2,939 | -10,879 | -78.7% | -$49.44万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $13.38万 | 0.00% | 373 | -210 | -36.0% | -$7.53万 | 减仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $13.39万 | 0.00% | 4,361 | 3,827 | 716.7% | $11.75万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $13.40万 | 0.00% | 6,854 | 20 | 0.3% | $391 | 加仓 |
| DBEU | DBX ETF TR | $13.44万 | 0.00% | 2,491 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $13.44万 | 0.00% | 3,655 | 260 | 7.7% | $9,563 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.48万 | 0.00% | 3,948 | 0 | 0.0% | — | 不变 |
| — | BNY MELLON ETF TRUST II | $13.55万 | 0.00% | 4,672 | 178 | 4.0% | $5,163 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $13.56万 | 0.00% | 6,763 | 739 | 12.3% | $1.48万 | 加仓 |
| MRX | MAREX GROUP PLC | $13.57万 | 0.00% | 2,227 | -16 | -0.7% | -$975 | 减仓 |
| — | PGIM ROCK ETF TR | $13.57万 | 0.00% | 4,160 | 0 | 0.0% | — | 不变 |
| CM | CANADIAN IMPERIAL BANK OF CO | $13.60万 | 0.00% | 1,183 | -49 | -4.0% | -$5,634 | 减仓 |
| STK | COLUMBIA SELIGM PREM TECH GR | $13.61万 | 0.00% | 2,527 | -47 | -1.8% | -$2,532 | 减仓 |
| SNEX | STONEX GROUP INC | $13.64万 | 0.00% | 1,151 | 1,151 | — | $13.64万 | 新建仓 |
| TBUX | T ROWE PRICE EXCHANGE-TRADED | $13.67万 | 0.00% | 2,747 | -1,001 | -26.7% | -$4.98万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $13.71万 | 0.00% | 12,790 | -38,987 | -75.3% | -$41.79万 | 减仓 |
| ROKU | ROKU INC | $13.71万 | 0.00% | 993 | -3,925 | -79.8% | -$54.20万 | 减仓 |