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 |
|---|---|---|---|---|---|---|---|---|
| RLI | RLI CORP | $24.05万 | 0.00% | 4,072 | -1,638 | -28.7% | -$9.68万 | 减仓 |
| BNL | BROADSTONE NET LEASE INC | $24.06万 | 0.00% | 11,639 | 144 | 1.3% | $2,976 | 加仓 |
| ACMR | ACM RESH INC | $24.11万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $24.11万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | INVESCO QUALITY MUN INCOME T | $24.17万 | 0.00% | 23,882 | 9,824 | 69.9% | $9.94万 | 加仓 |
| KRNY | KEARNY FINL CORP MD | $24.21万 | 0.00% | 25,589 | -11,657 | -31.3% | -$11.03万 | 减仓 |
| GME | GAMESTOP CORP | $24.23万 | 0.00% | 10,976 | -342 | -3.0% | -$7,551 | 减仓 |
| RWT | REDWOOD TRUST INC | $24.24万 | 0.00% | 51,130 | 50,268 | 5,831.6% | $23.83万 | 加仓 |
| CCK | CROWN HLDGS INC | $24.25万 | 0.00% | 2,169 | 780 | 56.2% | $8.72万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.31万 | 0.00% | 7,119 | 0 | 0.0% | — | 不变 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $24.32万 | 0.00% | 6,644 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $24.40万 | 0.00% | 2,505 | 23 | 0.9% | $2,240 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $24.43万 | 0.00% | 9,100 | -1,957 | -17.7% | -$5.25万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $24.48万 | 0.00% | 4,148 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $24.54万 | 0.00% | 26,300 | 1,300 | 5.2% | $1.21万 | 加仓 |
| — | CALAMOS ETF TR | $24.54万 | 0.00% | 4,772 | 4,772 | — | $24.54万 | 新建仓 |
| BXP | BXP INC | $24.56万 | 0.00% | 3,704 | 3,531 | 2,041.0% | $23.41万 | 加仓 |
| CVBF | CVB FINL CORP | $24.66万 | 0.00% | 10,934 | -2,938 | -21.2% | -$6.63万 | 减仓 |
| — | TOPBUILD COR | $24.71万 | 0.00% | 697 | 355 | 103.8% | $12.59万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $24.75万 | 0.00% | 1,120 | 1,120 | — | $24.75万 | 新建仓 |
| MDU | MDU RES GROUP INC | $24.77万 | 0.00% | 11,680 | -43 | -0.4% | -$912 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.84万 | 0.00% | 6,191 | 258 | 4.3% | $1.04万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $24.85万 | 0.00% | 10,789 | 932 | 9.5% | $2.15万 | 加仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $24.98万 | 0.00% | 5,955 | 5,955 | — | $24.98万 | 新建仓 |
| RPRX | ROYALTY PHARMA PLC | $25.02万 | 0.00% | 4,462 | -2,348 | -34.5% | -$13.16万 | 减仓 |
| FLS | FLOWSERVE CORP | $25.04万 | 0.00% | 3,377 | 2,017 | 148.3% | $14.96万 | 加仓 |
| VFC | V F CORP | $25.12万 | 0.00% | 15,057 | 34 | 0.2% | $567 | 加仓 |
| BFS | SAUL CTRS INC | $25.12万 | 0.00% | 6,719 | 6,449 | 2,388.5% | $24.11万 | 加仓 |
| — | WINCHESTER BANCORP INC | $25.13万 | 0.00% | 19,127 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.14万 | 0.00% | 377 | -437 | -53.7% | -$29.14万 | 减仓 |
| TTD | THE TRADE DESK INC | $25.15万 | 0.00% | 13,909 | -3,932 | -22.0% | -$7.11万 | 减仓 |
| SFNC | SIMMONS FIRST NATL CORP | $25.20万 | 0.00% | 11,125 | 7,041 | 172.4% | $15.95万 | 加仓 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $25.28万 | 0.00% | 6,351 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $25.30万 | 0.00% | 8,053 | 0 | 0.0% | — | 不变 |
| ARKG | ARK ETF TR | $25.35万 | 0.00% | 6,027 | -2,172 | -26.5% | -$9.14万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $25.43万 | 0.00% | 29,042 | 14,068 | 93.9% | $12.32万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.45万 | 0.00% | 12,055 | 7,769 | 181.3% | $16.40万 | 加仓 |
| REAL | THE REALREAL INC | $25.46万 | 0.00% | 21,595 | 6,242 | 40.7% | $7.36万 | 加仓 |
| EWC | ISHARES INC | $25.47万 | 0.00% | 4,418 | -120 | -2.6% | -$6,917 | 减仓 |
| HLN | HALEON PLC | $25.56万 | 0.00% | 27,398 | -13,854 | -33.6% | -$12.93万 | 减仓 |
| TOST | TOAST INC | $25.71万 | 0.00% | 9,243 | -4,309 | -31.8% | -$11.99万 | 减仓 |
| AGCO | AGCO CORP | $25.72万 | 0.00% | 2,148 | 1,099 | 104.8% | $13.16万 | 加仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $25.76万 | 0.00% | 36,795 | 13,576 | 58.5% | $9.50万 | 加仓 |
| TECH | BIO-TECHNE CORP | $25.77万 | 0.00% | 3,648 | -96 | -2.6% | -$6,783 | 减仓 |
| — | WELLS FARGO & CO | $25.80万 | 0.00% | 223 | 11 | 5.2% | $1.27万 | 加仓 |
| XYLD | GLOBAL X FDS | $25.89万 | 0.00% | 6,348 | -2,017 | -24.1% | -$8.23万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $25.93万 | 0.00% | 18,350 | -7,620 | -29.3% | -$10.77万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $25.94万 | 0.00% | 5,004 | 279 | 5.9% | $1.45万 | 加仓 |
| FLEX | FLEX LTD | $25.95万 | 0.00% | 1,601 | -448 | -21.9% | -$7.26万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $25.96万 | 0.00% | 7,609 | -3,127 | -29.1% | -$10.67万 | 减仓 |
| — | ISHARES ETHEREUM TR | $26.09万 | 0.00% | 21,943 | 131 | 0.6% | $1,558 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.11万 | 0.00% | 5,736 | -1,007 | -14.9% | -$4.58万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.13万 | 0.00% | 1,603 | -1,458 | -47.6% | -$23.76万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $26.16万 | 0.00% | 25,772 | -1,021 | -3.8% | -$1.04万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.18万 | 0.00% | 3,033 | 953 | 45.8% | $8.23万 | 加仓 |
| EWM | ISHARES INC | $26.22万 | 0.00% | 9,730 | 9,730 | — | $26.22万 | 新建仓 |
| KAI | KADANT INC | $26.27万 | 0.00% | 836 | -70 | -7.7% | -$2.20万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $26.32万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.32万 | 0.00% | 206 | -153 | -42.6% | -$19.55万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $26.36万 | 0.00% | 17,354 | 2,623 | 17.8% | $3.98万 | 加仓 |
| — | ISHARES TR | $26.36万 | 0.00% | 10,028 | -31 | -0.3% | -$815 | 减仓 |
| HAS | HASBRO INC | $26.38万 | 0.00% | 3,194 | 335 | 11.7% | $2.77万 | 加仓 |
| KNF | KNIFE RIVER CORP | $26.39万 | 0.00% | 3,155 | -108 | -3.3% | -$9,034 | 减仓 |
| RITM | RITHM CAPITAL CORP | $26.48万 | 0.00% | 28,202 | -683 | -2.4% | -$6,413 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $26.48万 | 0.00% | 12,232 | -5,999 | -32.9% | -$12.99万 | 减仓 |
| — | VANECK ETHEREUM TR | $26.49万 | 0.00% | 11,494 | -2,090 | -15.4% | -$4.82万 | 减仓 |
| STEP | STEPSTONE GROUP INC | $26.59万 | 0.00% | 6,430 | 526 | 8.9% | $2.18万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $26.62万 | 0.00% | 2,041 | 0 | 0.0% | — | 不变 |
| — | DATACENTREX INC | $26.70万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $26.71万 | 0.00% | 709 | 500 | 239.2% | $18.83万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.84万 | 0.00% | 9,722 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $26.85万 | 0.00% | 6,766 | -584 | -7.9% | -$2.32万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $26.85万 | 0.00% | 7,457 | -3,862 | -34.1% | -$13.91万 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $26.96万 | 0.00% | 19,807 | 16,019 | 422.9% | $21.80万 | 加仓 |
| ROL | ROLLINS INC | $26.99万 | 0.00% | 6,467 | 4,052 | 167.8% | $16.91万 | 加仓 |
| SBGI | SINCLAIR INC | $27.02万 | 0.00% | 18,959 | -796 | -4.0% | -$1.13万 | 减仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $27.10万 | 0.00% | 21,700 | 21,700 | — | $27.10万 | 新建仓 |
| CNDT | CONDUENT INC | $27.23万 | 0.00% | 186,500 | -5,350 | -2.8% | -$7,811 | 减仓 |
| RSSB | TIDAL TRUST II | $27.27万 | 0.00% | 8,864 | 8,332 | 1,566.2% | $25.63万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $27.38万 | 0.00% | 5,478 | -381 | -6.5% | -$1.90万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $27.46万 | 0.00% | 3,508 | 2,040 | 139.0% | $15.97万 | 加仓 |
| UBND | VICTORY PORTFOLIOS II | $27.61万 | 0.00% | 12,711 | 3,827 | 43.1% | $8.31万 | 加仓 |
| INDA | ISHARES TR | $27.63万 | 0.00% | 5,595 | -1,622 | -22.5% | -$8.01万 | 减仓 |
| TPG | TPG INC | $27.72万 | 0.00% | 6,835 | 6,585 | 2,634.0% | $26.70万 | 重新持有 |
| MUR | MURPHY OIL CORP | $27.74万 | 0.00% | 8,521 | -600 | -6.6% | -$1.95万 | 减仓 |
| — | ISHARES TR | $27.81万 | 0.00% | 7,203 | 3,777 | 110.2% | $14.58万 | 重新持有 |
| LUMN | LUMEN TECHNOLOGIES INC | $27.89万 | 0.00% | 36,320 | 1,140 | 3.2% | $8,755 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.93万 | 0.00% | 11,144 | 632 | 6.0% | $1.58万 | 加仓 |
| BG | BUNGE GLOBAL SA | $27.93万 | 0.00% | 2,617 | 1,190 | 83.4% | $12.70万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $27.94万 | 0.00% | 20,758 | 2,136 | 11.5% | $2.88万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $28.00万 | 0.00% | 1,784 | 43 | 2.5% | $6,749 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $28.04万 | 0.00% | 1,329 | 2 | 0.2% | $422 | 加仓 |
| VNM | VANECK ETF TRUST | $28.18万 | 0.00% | 15,255 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $28.23万 | 0.00% | 1,595 | 1,380 | 641.9% | $24.42万 | 加仓 |
| — | NEOS ETF TRUST | $28.25万 | 0.00% | 5,830 | 1,025 | 21.3% | $4.97万 | 加仓 |
| NBHC | NATIONAL BK HLDGS CORP | $28.30万 | 0.00% | 6,369 | 6,369 | — | $28.30万 | 新建仓 |
| FHB | FIRST HAWAIIAN INC | $28.32万 | 0.00% | 9,664 | -317 | -3.2% | -$9,288 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.32万 | 0.00% | 11,368 | 0 | 0.0% | — | 不变 |
| GCO | GENESCO INC | $28.43万 | 0.00% | 8,417 | 8,417 | — | $28.43万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.50万 | 0.00% | 12,116 | -10,276 | -45.9% | -$24.17万 | 减仓 |