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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $16.47万 | 0.00% | 2,000 | -243 | -10.8% | -$2.00万 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $16.49万 | 0.00% | 4,228 | 772 | 22.3% | $3.01万 | 加仓 |
| TSN | TYSON FOODS INC | $16.52万 | 0.00% | 2,886 | 1,900 | 192.7% | $10.88万 | 加仓 |
| FNB | F N B CORP | $16.53万 | 0.00% | 8,664 | -351 | -3.9% | -$6,697 | 减仓 |
| OC | OWENS CORNING NEW | $16.55万 | 0.00% | 1,041 | -417 | -28.6% | -$6.63万 | 减仓 |
| VSAT | VIASAT INC | $16.59万 | 0.00% | 1,847 | -581 | -23.9% | -$5.22万 | 减仓 |
| IWL | ISHARES TR | $16.65万 | 0.00% | 900 | -518 | -36.5% | -$9.58万 | 减仓 |
| CORP | PIMCO ETF TR | $16.67万 | 0.00% | 1,720 | -53 | -3.0% | -$5,136 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $16.67万 | 0.00% | 2,045 | 920 | 81.8% | $7.50万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $16.68万 | 0.00% | 3,132 | 0 | 0.0% | — | 不变 |
| GBCI | GLACIER BANCORP INC NEW | $16.69万 | 0.00% | 3,236 | -142 | -4.2% | -$7,324 | 减仓 |
| BANF | BANCFIRST CORP | $16.71万 | 0.00% | 1,504 | 5 | 0.3% | $556 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $16.75万 | 0.00% | 8,169 | 442 | 5.7% | $9,065 | 加仓 |
| NCNO | NCINO INC | $16.78万 | 0.00% | 10,263 | 222 | 2.2% | $3,630 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $16.79万 | 0.00% | 6,632 | -12 | -0.2% | -$304 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $16.87万 | 0.00% | 3,192 | 2,008 | 169.6% | $10.61万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $16.88万 | 0.00% | 4,000 | -1,973 | -33.0% | -$8.33万 | 减仓 |
| — | KRANESHARES TRUST | $16.89万 | 0.00% | 9,770 | -250 | -2.5% | -$4,323 | 减仓 |
| — | DATA I O CORP | $17.13万 | 0.00% | 43,472 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC | $17.13万 | 0.00% | 605 | -8 | -1.3% | -$2,265 | 减仓 |
| IGLB | ISHARES TR | $17.14万 | 0.00% | 3,425 | -390 | -10.2% | -$1.95万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $17.16万 | 0.00% | 3,917 | 0 | 0.0% | — | 不变 |
| LUNR | INTUITIVE MACHINES INC | $17.24万 | 0.00% | 8,060 | 745 | 10.2% | $1.59万 | 加仓 |
| MARA | MARA HOLDINGS INC | $17.34万 | 0.00% | 12,485 | 8,422 | 207.3% | $11.70万 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $17.41万 | 0.00% | 18,981 | 2,964 | 18.5% | $2.72万 | 加仓 |
| EWT | ISHARES INC | $17.45万 | 0.00% | 1,606 | 75 | 4.9% | $8,148 | 加仓 |
| IVLU | ISHARES TR | $17.61万 | 0.00% | 4,211 | 90 | 2.2% | $3,764 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $17.63万 | 0.00% | 12,257 | 4,609 | 60.3% | $6.63万 | 加仓 |
| — | WORKSPORT LTD | $17.64万 | 0.00% | 161,866 | 37,666 | 30.3% | $4.11万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $17.65万 | 0.00% | 3,062 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $17.67万 | 0.00% | 5,569 | 2,206 | 65.6% | $7.00万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $17.69万 | 0.00% | 18,704 | 7,898 | 73.1% | $7.47万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $17.70万 | 0.00% | 7,243 | 880 | 13.8% | $2.15万 | 加仓 |
| NXE | NEXGEN ENERGY LTD | $17.72万 | 0.00% | 18,875 | -211 | -1.1% | -$1,981 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $17.75万 | 0.00% | 1,386 | -4,267 | -75.5% | -$54.65万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $17.76万 | 0.00% | 3,650 | 11 | 0.3% | $535 | 加仓 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $17.79万 | 0.00% | 20,785 | -12,532 | -37.6% | -$10.73万 | 减仓 |
| BOX | BOX INC | $17.80万 | 0.00% | 6,707 | 45 | 0.7% | $1,194 | 加仓 |
| KXI | ISHARES TR | $17.81万 | 0.00% | 2,637 | -592 | -18.3% | -$4.00万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $17.84万 | 0.00% | 1,668 | 1,137 | 214.1% | $12.16万 | 加仓 |
| IT | GARTNER INC | $17.86万 | 0.00% | 1,378 | -1,280 | -48.2% | -$16.59万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $17.88万 | 0.00% | 3,715 | 1,044 | 39.1% | $5.02万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $17.88万 | 0.00% | 4,236 | -79,921 | -95.0% | -$337.27万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $17.89万 | 0.00% | 34,085 | -192 | -0.6% | -$1,008 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $17.92万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| MHK | MOHAWK INDS INC | $17.93万 | 0.00% | 1,478 | 210 | 16.6% | $2.55万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $17.97万 | 0.00% | 6,482 | -458 | -6.6% | -$1.27万 | 减仓 |
| — | CROSS CTRY HEALTHCARE INC | $18.00万 | 0.00% | 13,622 | 13,622 | — | $18.00万 | 新建仓 |
| LCII | LCI INDS | $18.03万 | 0.00% | 1,702 | 16 | 0.9% | $1,694 | 加仓 |
| BOKF | BOK FINL CORP | $18.08万 | 0.00% | 1,302 | 802 | 160.4% | $11.14万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $18.13万 | 0.00% | 1,839 | 1,204 | 189.6% | $11.87万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $18.14万 | 0.00% | 4,462 | -249 | -5.3% | -$1.01万 | 减仓 |
| POOL | POOL CORP | $18.17万 | 0.00% | 845 | -272 | -24.4% | -$5.85万 | 减仓 |
| P | EVERPURE INC | $18.18万 | 0.00% | 2,307 | -4,468 | -65.9% | -$35.20万 | 减仓 |
| — | NUVEEN NY AMT FREE | $18.21万 | 0.00% | 16,990 | 300 | 1.8% | $3,216 | 加仓 |
| AIA | ISHARES TR | $18.26万 | 0.00% | 1,289 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $18.28万 | 0.00% | 3,712 | 1,166 | 45.8% | $5.74万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $18.56万 | 0.00% | 18,021 | -72 | -0.4% | -$742 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $18.60万 | 0.00% | 7,662 | -1,394 | -15.4% | -$3.38万 | 减仓 |
| VAL | VALARIS LTD | $18.61万 | 0.00% | 2,563 | 1,563 | 156.3% | $11.35万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $18.61万 | 0.00% | 4,995 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $18.66万 | 0.00% | 8,050 | -7,003 | -46.5% | -$16.23万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $18.67万 | 0.00% | 2,355 | -1,284 | -35.3% | -$10.18万 | 减仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $18.69万 | 0.00% | 1,436 | -334 | -18.9% | -$4.35万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $18.75万 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $18.77万 | 0.00% | 6,863 | 0 | 0.0% | — | 不变 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $18.81万 | 0.00% | 32,550 | 45 | 0.1% | $260 | 加仓 |
| HEDJ | WISDOMTREE TR | $18.97万 | 0.00% | 3,328 | -5,871 | -63.8% | -$33.47万 | 减仓 |
| W | WAYFAIR INC | $18.97万 | 0.00% | 2,053 | -2,511 | -55.0% | -$23.21万 | 减仓 |
| AEHR | AEHR TEST SYS | $19.04万 | 0.00% | 1,982 | 1,982 | — | $19.04万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $19.13万 | 0.00% | 1,288 | 823 | 177.0% | $12.22万 | 加仓 |
| RSST | TIDAL TRUST II | $19.20万 | 0.00% | 5,874 | 5,874 | — | $19.20万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $19.30万 | 0.00% | 3,519 | 468 | 15.3% | $2.57万 | 加仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $19.31万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $19.34万 | 0.00% | 18,754 | 1,448 | 8.4% | $1.49万 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $19.34万 | 0.00% | 5,081 | 257 | 5.3% | $9,781 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $19.35万 | 0.00% | 8,431 | -2,690 | -24.2% | -$6.17万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $19.47万 | 0.00% | 1,508 | -3,165 | -67.7% | -$40.87万 | 减仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $19.49万 | 0.00% | 3,320 | 0 | 0.0% | — | 不变 |
| — | KURV ETF TR | $19.54万 | 0.00% | 7,430 | -1,164 | -13.5% | -$3.06万 | 减仓 |
| FCN | FTI CONSULTING INC | $19.59万 | 0.00% | 1,315 | 3 | 0.2% | $447 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $19.62万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $19.65万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MNG INC | $19.70万 | 0.00% | 12,071 | 5,747 | 90.9% | $9.38万 | 加仓 |
| PCMM | BONDBLOXX ETF TRUST | $19.70万 | 0.00% | 3,950 | -3,467 | -46.7% | -$17.29万 | 减仓 |
| IAK | ISHARES TR | $19.71万 | 0.00% | 1,402 | -90 | -6.0% | -$1.27万 | 减仓 |
| GNMA | ISHARES TR | $19.76万 | 0.00% | 4,468 | 0 | 0.0% | — | 不变 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $19.77万 | 0.00% | 2,929 | 222 | 8.2% | $1.50万 | 加仓 |
| FRO | FRONTLINE PLC | $19.77万 | 0.00% | 5,683 | 6 | 0.1% | $209 | 加仓 |
| — | NEXTERA ENERGY INC | $19.78万 | 0.00% | 3,980 | 2,355 | 144.9% | $11.70万 | 加仓 |
| DNL | WISDOMTREE TR | $19.81万 | 0.00% | 4,290 | 815 | 23.5% | $3.76万 | 加仓 |
| FXI | ISHARES TR | $19.85万 | 0.00% | 6,285 | 2,949 | 88.4% | $9.32万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $19.87万 | 0.00% | 2,048 | 1 | 0.0% | $97 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $19.87万 | 0.00% | 4,159 | -81,632 | -95.2% | -$389.96万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $19.89万 | 0.00% | 4,495 | 0 | 0.0% | — | 不变 |
| MLN | VANECK ETF TRUST | $19.91万 | 0.00% | 11,200 | -40,585 | -78.4% | -$72.16万 | 减仓 |
| CSRE | COHEN & STEERS ETF TRUST | $19.93万 | 0.00% | 7,021 | 6,561 | 1,426.3% | $18.62万 | 加仓 |
| ACM | AECOM | $19.93万 | 0.00% | 2,856 | 359 | 14.4% | $2.51万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $19.98万 | 0.00% | 99,900 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $19.98万 | 0.00% | 11,164 | 0 | 0.0% | — | 不变 |