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 |
|---|---|---|---|---|---|---|---|---|
| VSS | VANGUARD INTL EQUITY INDEX F | $55.48万 | 0.00% | 3,596 | 569 | 18.8% | $8.78万 | 加仓 |
| STPZ | PIMCO ETF TR | $55.56万 | 0.00% | 10,417 | -4,008 | -27.8% | -$21.38万 | 减仓 |
| IBND | SPDR SERIES TRUST | $55.63万 | 0.00% | 17,843 | -14,132 | -44.2% | -$44.06万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $55.68万 | 0.00% | 1,493 | 362 | 32.0% | $13.50万 | 加仓 |
| IHDG | WISDOMTREE TR | $56.17万 | 0.00% | 10,724 | -164,054 | -93.9% | -$859.33万 | 减仓 |
| — | VERSAMET ROYALTIES CORP | $56.30万 | 0.00% | 45,776 | 45,776 | — | $56.30万 | 新建仓 |
| MINO | PIMCO ETF TR | $56.38万 | 0.00% | 12,320 | 834 | 7.3% | $3.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $56.38万 | 0.00% | 17,133 | 6,684 | 64.0% | $22.00万 | 加仓 |
| HUBG | HUB GROUP INC | $56.48万 | 0.00% | 12,897 | 12,897 | — | $56.48万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $56.50万 | 0.00% | 7,207 | 2,771 | 62.5% | $21.72万 | 加仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $56.75万 | 0.00% | 16,995 | -1,493 | -8.1% | -$4.99万 | 减仓 |
| PTIN | PACER FDS TR | $56.98万 | 0.00% | 15,539 | -2 | -0.0% | -$73 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $57.00万 | 0.00% | 19,772 | -744 | -3.6% | -$2.14万 | 减仓 |
| FFBC | 1ST FINL BANCORP | $57.23万 | 0.00% | 16,918 | 16,652 | 6,260.2% | $56.33万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $57.25万 | 0.00% | 4,610 | 80 | 1.8% | $9,935 | 加仓 |
| ESS | ESSEX PPTY TR INC | $57.64万 | 0.00% | 1,977 | 545 | 38.1% | $15.89万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.75万 | 0.00% | 1,166 | -486 | -29.4% | -$24.07万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $58.12万 | 0.00% | 7,869 | 7,869 | — | $58.12万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $58.18万 | 0.00% | 9,488 | 1,831 | 23.9% | $11.23万 | 加仓 |
| CHEF | CHEFS WHSE INC | $58.31万 | 0.00% | 6,068 | -22 | -0.4% | -$2,114 | 减仓 |
| SKE | SKEENA RES LTD NEW | $58.37万 | 0.00% | 21,894 | 17,590 | 408.7% | $46.89万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $58.78万 | 0.00% | 24,867 | 19,800 | 390.8% | $46.81万 | 加仓 |
| WD | WALKER & DUNLOP INC | $58.85万 | 0.00% | 10,758 | 10,464 | 3,559.2% | $57.24万 | 加仓 |
| FWRD | FORWARD AIR CORP | $58.99万 | 0.00% | 43,661 | 43,517 | 30,220.1% | $58.79万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $59.09万 | 0.00% | 29,271 | 10,861 | 59.0% | $21.93万 | 加仓 |
| HOPE | HOPE BANCORP INC | $59.17万 | 0.00% | 43,251 | 43,251 | — | $59.17万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $59.21万 | 0.00% | 14,188 | -2,441 | -14.7% | -$10.19万 | 减仓 |
| TFI | SPDR SERIES TRUST | $59.53万 | 0.00% | 12,999 | 1 | 0.0% | $46 | 加仓 |
| TRN | TRINITY INDS INC | $59.58万 | 0.00% | 17,230 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $59.72万 | 0.00% | 11,971 | -2,181 | -15.4% | -$10.88万 | 减仓 |
| CASH | PATHWARD FINANCIAL INC | $59.80万 | 0.00% | 6,869 | 4,103 | 148.3% | $35.72万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $59.82万 | 0.00% | 14,839 | 85 | 0.6% | $3,427 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $59.87万 | 0.00% | 19,560 | -405,127 | -95.4% | -$1,240.08万 | 减仓 |
| CRGY | CRESCENT ENERGY COMPANY | $60.02万 | 0.00% | 61,124 | 57,632 | 1,650.4% | $56.59万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $60.04万 | 0.00% | 1,041 | -575 | -35.6% | -$33.16万 | 减仓 |
| SSD | SIMPSON MFG INC | $60.46万 | 0.00% | 2,888 | -169 | -5.5% | -$3.54万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $60.49万 | 0.00% | 10,764 | 1,554 | 16.9% | $8.73万 | 加仓 |
| WAT | WATERS CORP | $60.85万 | 0.00% | 1,623 | 129 | 8.6% | $4.84万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $60.86万 | 0.00% | 29,700 | 29,700 | — | $60.86万 | 新建仓 |
| SHM | SPDR SERIES TRUST | $61.01万 | 0.00% | 12,719 | -3,546 | -21.8% | -$17.01万 | 减仓 |
| — | TIDAL TRUST II | $61.12万 | 0.00% | 19,717 | 19,717 | — | $61.12万 | 新建仓 |
| VALE | VALE S A | $61.14万 | 0.00% | 40,651 | 16,614 | 69.1% | $24.99万 | 加仓 |
| EMBX | VANECK FDS | $61.20万 | 0.00% | 11,928 | 11,615 | 3,710.9% | $59.60万 | 加仓 |
| IGF | ISHARES TR | $61.26万 | 0.00% | 9,199 | -131 | -1.4% | -$8,724 | 减仓 |
| GRNY | TIDAL TRUST I | $61.27万 | 0.00% | 22,159 | -440,011 | -95.2% | -$1,216.63万 | 减仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $61.37万 | 0.00% | 58,059 | 42,364 | 269.9% | $44.78万 | 加仓 |
| MKSI | MKS INC. | $61.38万 | 0.00% | 1,380 | 882 | 177.1% | $39.23万 | 加仓 |
| PATN | PACER FDS TR | $61.47万 | 0.00% | 16,536 | 5,362 | 48.0% | $19.93万 | 加仓 |
| SMR | NUSCALE PWR CORP | $61.52万 | 0.00% | 61,334 | 4,697 | 8.3% | $4.71万 | 加仓 |
| SAN | BANCO SANTANDER SA | $61.77万 | 0.00% | 44,762 | 34,350 | 329.9% | $47.40万 | 加仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $61.95万 | 0.00% | 6,400 | -16 | -0.2% | -$1,549 | 减仓 |
| — | AMPLIFY ETF TR | $62.05万 | 0.00% | 40,373 | 930 | 2.4% | $1.43万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $62.09万 | 0.00% | 1,833 | -12 | -0.7% | -$4,065 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $62.14万 | 0.00% | 2,835 | 162 | 6.1% | $3.55万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $62.25万 | 0.00% | 7,938 | -4 | -0.1% | -$314 | 减仓 |
| MSB | MESABI TR | $62.33万 | 0.00% | 24,638 | 378 | 1.6% | $9,563 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $62.37万 | 0.00% | 6,261 | 2,687 | 75.2% | $26.77万 | 加仓 |
| INVH | INVITATION HOMES INC | $62.66万 | 0.00% | 20,740 | 13,240 | 176.5% | $40.00万 | 加仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $62.97万 | 0.00% | 18,258 | -56 | -0.3% | -$1,931 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $63.07万 | 0.00% | 5,335 | -721 | -11.9% | -$8.52万 | 减仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $63.11万 | 0.00% | 21,597 | 2,850 | 15.2% | $8.33万 | 加仓 |
| NULV | NUSHARES ETF TR | $63.18万 | 0.00% | 12,639 | 1,920 | 17.9% | $9.60万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $63.22万 | 0.00% | 28,400 | -1,714 | -5.7% | -$3.82万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $63.36万 | 0.00% | 9,272 | 757 | 8.9% | $5.17万 | 加仓 |
| ITT | ITT INC | $63.41万 | 0.00% | 3,206 | -2,146 | -40.1% | -$42.44万 | 减仓 |
| FTMA | PUTNAM ETF TRUST | $63.45万 | 0.00% | 69,539 | -56,531 | -44.8% | -$51.58万 | 减仓 |
| SONY | SONY GROUP CORP | $63.67万 | 0.00% | 31,742 | -194 | -0.6% | -$3,892 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $63.68万 | 0.00% | 5,219 | 135 | 2.7% | $1.65万 | 加仓 |
| IBTH | ISHARES TR | $63.76万 | 0.00% | 28,503 | -218,685 | -88.5% | -$489.20万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $63.94万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| VZLA | VIZSLA SILVER CORP | $63.95万 | 0.00% | 193,785 | 133,779 | 222.9% | $44.15万 | 加仓 |
| OGE | OGE ENERGY CORP | $64.00万 | 0.00% | 13,152 | 4,708 | 55.8% | $22.91万 | 加仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $64.17万 | 0.00% | 22,983 | 22,700 | 8,021.2% | $63.38万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $64.21万 | 0.00% | 15,258 | -60 | -0.4% | -$2,525 | 减仓 |
| ICLN | ISHARES TR | $64.27万 | 0.00% | 31,366 | 11,804 | 60.3% | $24.19万 | 加仓 |
| IFRA | ISHARES TR | $64.43万 | 0.00% | 10,220 | -153 | -1.5% | -$9,646 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $64.72万 | 0.00% | 7,420 | -23,929 | -76.3% | -$208.72万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $64.82万 | 0.00% | 14,185 | 3 | 0.0% | $137 | 加仓 |
| MOO | VANECK ETF TRUST | $64.88万 | 0.00% | 8,192 | 7,177 | 707.1% | $56.84万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $65.03万 | 0.00% | 6,700 | 122 | 1.9% | $1.18万 | 加仓 |
| LII | LENNOX INTL INC | $65.06万 | 0.00% | 1,135 | -2,348 | -67.4% | -$134.58万 | 减仓 |
| CSM | PROSHARES TR | $65.14万 | 0.00% | 7,644 | -426 | -5.3% | -$3.63万 | 减仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $65.16万 | 0.00% | 50,275 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $65.20万 | 0.00% | 11,597 | 9,611 | 483.9% | $54.03万 | 加仓 |
| — | BLACKROCK ETF TRUST | $65.33万 | 0.00% | 21,337 | -786 | -3.6% | -$2.41万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $65.56万 | 0.00% | 7,271 | 549 | 8.2% | $4.95万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $65.56万 | 0.00% | 19,352 | 0 | 0.0% | — | 不变 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $65.65万 | 0.00% | 59,733 | 1,100 | 1.9% | $1.21万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $66.01万 | 0.00% | 9,433 | 2,734 | 40.8% | $19.13万 | 加仓 |
| HPQ | HP INC | $66.04万 | 0.00% | 30,099 | -9,936 | -24.8% | -$21.80万 | 减仓 |
| PIPR | PIPER SANDLER COMPANIES | $66.27万 | 0.00% | 9,161 | 8,777 | 2,285.7% | $63.49万 | 加仓 |
| ARKQ | ARK ETF TR | $66.37万 | 0.00% | 5,019 | 13 | 0.3% | $1,719 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $66.41万 | 0.00% | 9,635 | -288 | -2.9% | -$1.99万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $66.50万 | 0.00% | 2,298 | 1,276 | 124.9% | $36.93万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $66.71万 | 0.00% | 35,912 | -9,118 | -20.2% | -$16.94万 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $66.71万 | 0.00% | 45,786 | 6,939 | 17.9% | $10.11万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $66.84万 | 0.00% | 31,233 | 11,978 | 62.2% | $25.63万 | 加仓 |
| LOGI | LOGITECH INTL S A | $66.85万 | 0.00% | 7,109 | 7,084 | 28,336.0% | $66.61万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $67.50万 | 0.00% | 3,726 | 788 | 26.8% | $14.27万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $67.89万 | 0.00% | 8,285 | 1,124 | 15.7% | $9.21万 | 加仓 |