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 |
|---|---|---|---|---|---|---|---|---|
| INFY | INFOSYS LTD | $40.26万 | 0.00% | 38,379 | 35,031 | 1,046.3% | $36.75万 | 加仓 |
| OUST | OUSTER INC | $40.28万 | 0.00% | 6,443 | 4,440 | 221.7% | $27.76万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $40.34万 | 0.00% | 34,331 | 3,603 | 11.7% | $4.23万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $40.39万 | 0.00% | 15,768 | 8,571 | 119.1% | $21.95万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $40.43万 | 0.00% | 2,449 | -309 | -11.2% | -$5.10万 | 减仓 |
| NTAP | NETAPP INC | $40.44万 | 0.00% | 2,613 | -786 | -23.1% | -$12.16万 | 减仓 |
| IBN | ICICI BANK LIMITED | $40.49万 | 0.00% | 13,947 | -142 | -1.0% | -$4,122 | 减仓 |
| IVZ | INVESCO LTD | $40.54万 | 0.00% | 15,364 | 14,622 | 1,970.6% | $38.59万 | 加仓 |
| NTRA | NATERA INC | $40.66万 | 0.00% | 1,498 | 438 | 41.3% | $11.89万 | 加仓 |
| IEX | IDEX CORP | $40.69万 | 0.00% | 1,793 | 1,457 | 433.6% | $33.07万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $40.75万 | 0.00% | 3,205 | -19 | -0.6% | -$2,416 | 减仓 |
| OFG | OFG BANCORP | $40.78万 | 0.00% | 8,310 | 8,310 | — | $40.78万 | 新建仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $40.79万 | 0.00% | 3,977 | -267 | -6.3% | -$2.74万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $40.80万 | 0.00% | 20,730 | 5,895 | 39.7% | $11.60万 | 加仓 |
| GCC | WISDOMTREE TR | $40.83万 | 0.00% | 18,027 | -3,424 | -16.0% | -$7.76万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $40.84万 | 0.00% | 5,265 | 965 | 22.4% | $7.49万 | 加仓 |
| — | PROSHARES TR | $40.92万 | 0.00% | 6,307 | 181 | 3.0% | $1.17万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.03万 | 0.00% | 16,597 | 6,162 | 59.1% | $15.23万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $41.10万 | 0.00% | 1,052 | -764 | -42.1% | -$29.85万 | 减仓 |
| — | ISHARES TR | $41.12万 | 0.00% | 5,446 | 19 | 0.4% | $1,435 | 加仓 |
| LSTR | LANDSTAR SYS INC | $41.22万 | 0.00% | 1,993 | -68 | -3.3% | -$1.41万 | 减仓 |
| LKFN | LAKELAND FINL CORP | $41.22万 | 0.00% | 6,679 | 6,679 | — | $41.22万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $41.23万 | 0.00% | 7,873 | -600 | -7.1% | -$3.14万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.33万 | 0.00% | 15,423 | -500 | -3.1% | -$1.34万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $41.34万 | 0.00% | 5,417 | 5,404 | 41,569.2% | $41.24万 | 重新持有 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $41.45万 | 0.00% | 4,544 | -14,598 | -76.3% | -$133.15万 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $41.71万 | 0.00% | 32,768 | 91 | 0.3% | $1,158 | 加仓 |
| DCI | DONALDSON INC | $41.79万 | 0.00% | 4,655 | -1,135 | -19.6% | -$10.19万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $41.79万 | 0.00% | 10,790 | 4,913 | 83.6% | $19.03万 | 加仓 |
| KBE | SPDR SERIES TRUST | $41.81万 | 0.00% | 6,128 | -733 | -10.7% | -$5.00万 | 减仓 |
| — | PGIM ROCK ETF TR | $41.84万 | 0.00% | 12,855 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $41.93万 | 0.00% | 1,604 | -33 | -2.0% | -$8,627 | 减仓 |
| CNI | CANADIAN NATL RY CO | $42.10万 | 0.00% | 3,531 | -5 | -0.1% | -$596 | 减仓 |
| PRAA | PRA GROUP INC | $42.18万 | 0.00% | 22,211 | 20,211 | 1,010.5% | $38.38万 | 加仓 |
| PBI | PITNEY BOWES INC | $42.24万 | 0.00% | 24,111 | -430 | -1.8% | -$7,534 | 减仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $42.28万 | 0.00% | 16,260 | 14,260 | 713.0% | $37.08万 | 加仓 |
| IMCB | ISHARES TR | $42.30万 | 0.00% | 4,381 | 81 | 1.9% | $7,821 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $42.37万 | 0.00% | 8,361 | 152 | 1.9% | $7,703 | 加仓 |
| BWA | BORGWARNER INC | $42.47万 | 0.00% | 6,396 | 5,354 | 513.8% | $35.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.47万 | 0.00% | 12,095 | 0 | 0.0% | — | 不变 |
| — | INVESCO DB MULTI-SECTOR COMM | $42.60万 | 0.00% | 16,246 | -14,003 | -46.3% | -$36.72万 | 减仓 |
| ZS | ZSCALER INC | $42.67万 | 0.00% | 3,023 | -777 | -20.4% | -$10.97万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $42.67万 | 0.00% | 4,042 | -3,660 | -47.5% | -$38.64万 | 减仓 |
| — | DBX ETF TR | $42.76万 | 0.00% | 4,110 | -500 | -10.8% | -$5.20万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $42.82万 | 0.00% | 11,238 | -12,383 | -52.4% | -$47.18万 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $42.91万 | 0.00% | 17,725 | 5,250 | 42.1% | $12.71万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $42.92万 | 0.00% | 15,574 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY | $42.98万 | 0.00% | 27,856 | 11,023 | 65.5% | $17.01万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $43.07万 | 0.00% | 73,869 | 52,159 | 240.3% | $30.41万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $43.11万 | 0.00% | 16,728 | 144 | 0.9% | $3,711 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $43.30万 | 0.00% | 22,411 | -17,815 | -44.3% | -$34.42万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $43.40万 | 0.00% | 68,893 | -200 | -0.3% | -$1,260 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $43.42万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| BANR | BANNER CORP | $43.44万 | 0.00% | 6,539 | 6,379 | 3,986.9% | $42.38万 | 重新持有 |
| FNDB | SCHWAB STRATEGIC TR | $43.45万 | 0.00% | 14,264 | 2,388 | 20.1% | $7.27万 | 加仓 |
| QGEN | QIAGEN NV | $43.46万 | 0.00% | 11,116 | 11,037 | 13,970.9% | $43.15万 | 加仓 |
| LECO | LINCOLN ELEC HLDGS INC | $43.54万 | 0.00% | 1,640 | 1,050 | 178.0% | $27.88万 | 加仓 |
| NET | CLOUDFLARE INC | $43.66万 | 0.00% | 1,780 | -126 | -6.6% | -$3.09万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $43.66万 | 0.00% | 2,631 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART | $43.69万 | 0.00% | 10,985 | 8,919 | 431.7% | $35.47万 | 加仓 |
| DVA | DAVITA INC | $43.70万 | 0.00% | 1,964 | -1,045 | -34.7% | -$23.25万 | 减仓 |
| RELX | RELX PLC | $43.72万 | 0.00% | 13,803 | 8,019 | 138.6% | $25.40万 | 加仓 |
| DGRS | WISDOMTREE TR | $43.80万 | 0.00% | 7,380 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $43.85万 | 0.00% | 32,197 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $43.85万 | 0.00% | 3,903 | 4 | 0.1% | $449 | 加仓 |
| — | HANCOCK JOHN PREM DIVID FD | $43.98万 | 0.00% | 33,965 | 217 | 0.6% | $2,810 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $44.02万 | 0.00% | 34,392 | 180 | 0.5% | $2,304 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $44.07万 | 0.00% | 3,165 | 1,910 | 152.2% | $26.60万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $44.26万 | 0.00% | 11,484 | -655 | -5.4% | -$2.52万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $44.38万 | 0.00% | 4,310 | 1,390 | 47.6% | $14.31万 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $44.41万 | 0.00% | 24,440 | 354 | 1.5% | $6,432 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $44.52万 | 0.00% | 8,456 | 143 | 1.7% | $7,529 | 加仓 |
| CDW | CDW CORP | $44.54万 | 0.00% | 3,167 | 463 | 17.1% | $6.51万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $44.61万 | 0.00% | 5,567 | -56 | -1.0% | -$4,487 | 减仓 |
| REG | REGENCY CTRS CORP | $44.69万 | 0.00% | 5,605 | 5,377 | 2,358.3% | $42.87万 | 加仓 |
| UDR | UDR INC | $44.69万 | 0.00% | 11,196 | 7,888 | 238.5% | $31.49万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $44.81万 | 0.00% | 5,772 | 5,722 | 11,444.0% | $44.42万 | 加仓 |
| BCS | BARCLAYS PLC | $44.81万 | 0.00% | 16,684 | 9,666 | 137.7% | $25.96万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $44.93万 | 0.00% | 5,935 | 440 | 8.0% | $3.33万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $44.94万 | 0.00% | 1,148 | -694 | -37.7% | -$27.17万 | 减仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $45.16万 | 0.00% | 33,303 | 633 | 1.9% | $8,583 | 加仓 |
| FSK | FS KKR CAP CORP | $45.21万 | 0.00% | 43,059 | -390 | -0.9% | -$4,095 | 减仓 |
| UMBF | UMB FINL CORP | $45.28万 | 0.00% | 3,172 | 76 | 2.5% | $1.08万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $45.35万 | 0.00% | 15,488 | 662 | 4.5% | $1.94万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $45.38万 | 0.00% | 6,258 | 1,090 | 21.1% | $7.90万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $45.45万 | 0.00% | 40,907 | 13,698 | 50.3% | $15.22万 | 加仓 |
| HDB | HDFC BANK LTD | $45.67万 | 0.00% | 17,679 | 12,375 | 233.3% | $31.97万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $45.68万 | 0.00% | 3,125 | -7,465 | -70.5% | -$109.13万 | 减仓 |
| USAR | USA RARE EARTH INC | $45.69万 | 0.00% | 21,171 | 7,381 | 53.5% | $15.93万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $45.72万 | 0.00% | 3,952 | -480 | -10.8% | -$5.55万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $45.79万 | 0.00% | 7,313 | -210 | -2.8% | -$1.32万 | 减仓 |
| OPRA | OPERA LTD | $45.89万 | 0.00% | 23,141 | 11,762 | 103.4% | $23.32万 | 加仓 |
| ASTH | ASTRANA HEALTH INC | $45.93万 | 0.00% | 9,896 | 9,796 | 9,796.0% | $45.46万 | 加仓 |
| SMMU | PIMCO ETF TR | $45.99万 | 0.00% | 9,107 | 3,907 | 75.1% | $19.73万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $46.23万 | 0.00% | 14,123 | -4,615 | -24.6% | -$15.11万 | 减仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $46.25万 | 0.00% | 5,005 | -967 | -16.2% | -$8.94万 | 减仓 |
| CRVL | CORVEL CORP | $46.50万 | 0.00% | 7,438 | 1,419 | 23.6% | $8.87万 | 加仓 |
| VRSN | VERISIGN INC | $46.53万 | 0.00% | 1,850 | 927 | 100.4% | $23.32万 | 加仓 |
| UNM | UNUM GROUP | $46.55万 | 0.00% | 5,207 | 3,394 | 187.2% | $30.34万 | 加仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $46.66万 | 0.00% | 19,362 | -13,281 | -40.7% | -$32.01万 | 减仓 |