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 |
|---|---|---|---|---|---|---|---|---|
| PWZ | INVESCO EXCH TRADED FD TR II | $28.55万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| EHC | ENCOMPASS HEALTH CORP | $28.56万 | 0.00% | 2,825 | -1,138 | -28.7% | -$11.50万 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $28.72万 | 0.00% | 23,403 | 23,403 | — | $28.72万 | 新建仓 |
| NDSN | NORDSON CORP | $28.73万 | 0.00% | 952 | -383 | -28.7% | -$11.56万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $28.73万 | 0.00% | 22,203 | 22,140 | 35,142.9% | $28.65万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $28.79万 | 0.00% | 7,043 | -1,164 | -14.2% | -$4.76万 | 减仓 |
| HAWX | ISHARES TR | $28.81万 | 0.00% | 6,195 | -70 | -1.1% | -$3,255 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $28.81万 | 0.00% | 7,009 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $28.82万 | 0.00% | 1,602 | -1,063 | -39.9% | -$19.12万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.98万 | 0.00% | 6,997 | 0 | 0.0% | — | 不变 |
| FDEM | FIDELITY COVINGTON TRUST | $29.19万 | 0.00% | 8,036 | -488 | -5.7% | -$1.77万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $29.24万 | 0.00% | 4,349 | 2,605 | 149.4% | $17.52万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $29.32万 | 0.00% | 22,942 | 491 | 2.2% | $6,275 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $29.33万 | 0.00% | 12,438 | 9,041 | 266.1% | $21.32万 | 加仓 |
| ALV | AUTOLIV INC | $29.38万 | 0.00% | 2,529 | 1,922 | 316.6% | $22.33万 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $29.49万 | 0.00% | 9,554 | -441 | -4.4% | -$1.36万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.52万 | 0.00% | 6,873 | -100 | -1.4% | -$4,296 | 减仓 |
| WDAY | WORKDAY INC | $29.55万 | 0.00% | 2,414 | -2,368 | -49.5% | -$28.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.65万 | 0.00% | 12,402 | -1,850 | -13.0% | -$4.42万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $29.69万 | 0.00% | 4,370 | 3,979 | 1,017.6% | $27.03万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $29.71万 | 0.00% | 3,751 | -4,266 | -53.2% | -$33.79万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $29.74万 | 0.00% | 14,075 | -17,729 | -55.7% | -$37.46万 | 减仓 |
| AGZ | ISHARES TR | $29.82万 | 0.00% | 2,729 | -580 | -17.5% | -$6.34万 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $29.83万 | 0.00% | 5,708 | -102 | -1.8% | -$5,331 | 减仓 |
| ASH | ASHLAND INC | $29.84万 | 0.00% | 4,528 | 1,080 | 31.3% | $7.12万 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $29.84万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $29.84万 | 0.00% | 2,100 | 39 | 1.9% | $5,542 | 加仓 |
| — | PGIM ROCK ETF TR | $29.85万 | 0.00% | 9,026 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $29.87万 | 0.00% | 15,199 | 6,974 | 84.8% | $13.70万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $29.90万 | 0.00% | 61,528 | -1,409 | -2.2% | -$6,848 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $29.96万 | 0.00% | 7,259 | 5,084 | 233.7% | $20.98万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $30.05万 | 0.00% | 20,582 | 1,547 | 8.1% | $2.26万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $30.11万 | 0.00% | 42,228 | -7,276 | -14.7% | -$5.19万 | 减仓 |
| UUUU | ENERGY FUELS INC | $30.11万 | 0.00% | 20,765 | -2,047 | -9.0% | -$2.97万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $30.19万 | 0.00% | 8,590 | -891 | -9.4% | -$3.13万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $30.21万 | 0.00% | 4,657 | -157 | -3.3% | -$1.02万 | 减仓 |
| DSCO | DOUBLELINE ETF TRUST | $30.29万 | 0.00% | 12,151 | 12,151 | — | $30.29万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $30.32万 | 0.00% | 3,492 | 2,384 | 215.2% | $20.70万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $30.40万 | 0.00% | 10,523 | -2,524 | -19.3% | -$7.29万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $30.45万 | 0.00% | 12,273 | 9,093 | 285.9% | $22.56万 | 加仓 |
| TRUP | TRUPANION INC | $30.47万 | 0.00% | 12,302 | -28 | -0.2% | -$694 | 减仓 |
| NBXG | NEUBERGER NEXT GENERATION | $30.50万 | 0.00% | 18,440 | 12,277 | 199.2% | $20.31万 | 加仓 |
| FLCO | FRANKLIN TEMPLETON ETF TR | $30.59万 | 0.00% | 14,266 | 14,266 | — | $30.59万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $30.64万 | 0.00% | 16,029 | 16,029 | — | $30.64万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $30.65万 | 0.00% | 1,586 | 568 | 55.8% | $10.98万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $30.71万 | 0.00% | 1,640 | 909 | 124.4% | $17.02万 | 加仓 |
| SBSI | SOUTHSIDE BANCSHARES INC | $30.86万 | 0.00% | 8,770 | 8,770 | — | $30.86万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $30.89万 | 0.00% | 6,936 | -546 | -7.3% | -$2.43万 | 减仓 |
| ATRO | ASTRONICS CORP | $30.89万 | 0.00% | 3,801 | 3,801 | — | $30.89万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $30.89万 | 0.00% | 8,118 | 7,224 | 808.1% | $27.49万 | 加仓 |
| ICHR | ICHOR HOLDINGS | $30.99万 | 0.00% | 2,760 | 106 | 4.0% | $1.19万 | 加仓 |
| WIP | SPDR SERIES TRUST | $31.03万 | 0.00% | 7,877 | 7,877 | — | $31.03万 | 新建仓 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $31.09万 | 0.00% | 2,431 | 2,021 | 492.9% | $25.85万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $31.14万 | 0.00% | 23,396 | 4,747 | 25.5% | $6.32万 | 加仓 |
| PLAB | PHOTRONICS INC | $31.30万 | 0.00% | 9,622 | 9,622 | — | $31.30万 | 新建仓 |
| URNM | SPROTT FDS TR | $31.31万 | 0.00% | 5,953 | 115 | 2.0% | $6,048 | 加仓 |
| ISCG | ISHARES TR | $31.40万 | 0.00% | 4,791 | 103 | 2.2% | $6,751 | 加仓 |
| NWSA | NEWS CORP NEW | $31.44万 | 0.00% | 12,661 | 10,027 | 380.7% | $24.90万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $31.45万 | 0.00% | 6,059 | 304 | 5.3% | $1.58万 | 加仓 |
| IWX | ISHARES TR | $31.56万 | 0.00% | 3,001 | 383 | 14.6% | $4.03万 | 加仓 |
| ENS | ENERSYS | $31.71万 | 0.00% | 1,356 | 678 | 100.0% | $15.85万 | 加仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $31.72万 | 0.00% | 27,414 | 5,172 | 23.3% | $5.98万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $31.82万 | 0.00% | 19,417 | -5,300 | -21.4% | -$8.69万 | 减仓 |
| HEI/A | HEICO CORP NEW | $31.89万 | 0.00% | 1,236 | 178 | 16.8% | $4.59万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $31.91万 | 0.00% | 11,245 | -353 | -3.0% | -$1.00万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $32.03万 | 0.00% | 4,256 | -4,623 | -52.1% | -$34.79万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $32.06万 | 0.00% | 7,647 | 52 | 0.7% | $2,180 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $32.08万 | 0.00% | 13,729 | 0 | 0.0% | — | 不变 |
| INSW | INTERNATIONAL SEAWAYS INC | $32.08万 | 0.00% | 4,188 | 562 | 15.5% | $4.30万 | 加仓 |
| NUDM | NUSHARES ETF TR | $32.15万 | 0.00% | 8,034 | 0 | 0.0% | — | 不变 |
| AOS | SMITH A O CORP | $32.20万 | 0.00% | 5,134 | 928 | 22.1% | $5.82万 | 加仓 |
| BRIE | MFS ACTIVE EXCHANGE TRADED F | $32.43万 | 0.00% | 10,696 | 10,682 | 76,300.0% | $32.39万 | 加仓 |
| RACE | FERRARI N V | $32.49万 | 0.00% | 873 | -46 | -5.0% | -$1.71万 | 减仓 |
| ACWV | ISHARES INC | $32.53万 | 0.00% | 2,706 | 348 | 14.8% | $4.18万 | 加仓 |
| STN | STANTEC INC | $32.77万 | 0.00% | 4,756 | 169 | 3.7% | $1.16万 | 加仓 |
| — | ISHARES TR | $32.77万 | 0.00% | 11,263 | 212 | 1.9% | $6,169 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $32.83万 | 0.00% | 2,579 | 0 | 0.0% | — | 不变 |
| ITRN | ITURAN LOCATION AND CONTROL | $32.85万 | 0.00% | 5,385 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON DIGITAL H | $32.96万 | 0.00% | 9,720 | -5,525 | -36.2% | -$18.74万 | 减仓 |
| SXI | STANDEX INTL CORP | $33.08万 | 0.00% | 925 | 14 | 1.5% | $5,007 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $33.11万 | 0.00% | 90,960 | -2,851 | -3.0% | -$1.04万 | 减仓 |
| IDT | IDT CORP | $33.11万 | 0.00% | 5,693 | -30 | -0.5% | -$1,745 | 减仓 |
| MCHI | ISHARES TR | $33.12万 | 0.00% | 6,490 | -39 | -0.6% | -$1,990 | 减仓 |
| — | ALLSPRING EXCHANGE TRADED FU | $33.14万 | 0.00% | 9,444 | 9,406 | 24,752.6% | $33.01万 | 加仓 |
| TRP | TC ENERGY CORP | $33.20万 | 0.00% | 5,009 | 1,327 | 36.0% | $8.80万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $33.23万 | 0.00% | 7,030 | -40 | -0.6% | -$1,891 | 减仓 |
| ROUS | LATTICE STRATEGIES TR | $33.41万 | 0.00% | 4,956 | 662 | 15.4% | $4.46万 | 加仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $33.48万 | 0.00% | 22,559 | 16,078 | 248.1% | $23.86万 | 加仓 |
| IBTI | ISHARES TR | $33.51万 | 0.00% | 15,136 | -531,682 | -97.2% | -$1,177.13万 | 减仓 |
| — | EATON VANCE NATL MUN OPPORT | $33.52万 | 0.00% | 19,025 | 7,521 | 65.4% | $13.25万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $33.58万 | 0.00% | 7,023 | -251 | -3.5% | -$1.20万 | 减仓 |
| GEN | GEN DIGITAL INC | $33.69万 | 0.00% | 13,535 | 10,002 | 283.1% | $24.89万 | 加仓 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $33.79万 | 0.00% | 11,512 | 11,062 | 2,458.2% | $32.47万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $33.82万 | 0.00% | 33,957 | 15,403 | 83.0% | $15.34万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $33.95万 | 0.00% | 6,435 | 1,131 | 21.3% | $5.97万 | 加仓 |
| WULF | TERAWULF INC | $34.06万 | 0.00% | 13,788 | 809 | 6.2% | $2.00万 | 加仓 |
| ORI | OLD REP INTL CORP | $34.09万 | 0.00% | 8,330 | -794 | -8.7% | -$3.25万 | 减仓 |
| SDRL | SEADRILL LTD | $34.12万 | 0.00% | 9,023 | 5,971 | 195.6% | $22.58万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $34.18万 | 0.00% | 15,349 | 234 | 1.5% | $5,211 | 加仓 |
| HEI | HEICO CORP NEW | $34.24万 | 0.00% | 961 | 960 | 96,000.0% | $34.20万 | 加仓 |