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 |
|---|---|---|---|---|---|---|---|---|
| VMO | INVESCO MUN OPPORTUNIT TR | $68.11万 | 0.00% | 69,010 | 1,000 | 1.5% | $9,870 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $68.20万 | 0.00% | 41,638 | -8,571 | -17.1% | -$14.04万 | 减仓 |
| TXT | TEXTRON INC | $68.37万 | 0.00% | 7,453 | -3,405 | -31.4% | -$31.23万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $68.45万 | 0.00% | 35,337 | 35,337 | — | $68.45万 | 新建仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $68.65万 | 0.00% | 16,666 | 3,325 | 24.9% | $13.70万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $68.76万 | 0.00% | 29,204 | 199 | 0.7% | $4,685 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $68.78万 | 0.00% | 21,249 | 21,247 | 1,062,350.0% | $68.78万 | 加仓 |
| DWM | WISDOMTREE TR | $68.86万 | 0.00% | 9,405 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC | $69.01万 | 0.00% | 5,810 | 249 | 4.5% | $2.96万 | 加仓 |
| OVV | OVINTIV INC | $69.02万 | 0.00% | 13,108 | 8,709 | 198.0% | $45.85万 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $69.38万 | 0.00% | 4,133 | -974 | -19.1% | -$16.35万 | 减仓 |
| AYA | AYA GOLD & SILVER INC | $69.45万 | 0.00% | 36,670 | 36,670 | — | $69.45万 | 新建仓 |
| AES | AES CORP | $69.52万 | 0.00% | 47,424 | 23,052 | 94.6% | $33.79万 | 加仓 |
| VOX | VANGUARD WORLD FD | $69.53万 | 0.00% | 3,780 | 710 | 23.1% | $13.06万 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $69.64万 | 0.00% | 5,109 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $69.72万 | 0.00% | 22,217 | 17,557 | 376.8% | $55.09万 | 加仓 |
| XSW | SPDR SERIES TRUST | $69.81万 | 0.00% | 4,063 | 220 | 5.7% | $3.78万 | 加仓 |
| RBC | RBC BEARINGS INC | $69.82万 | 0.00% | 1,084 | -1,293 | -54.4% | -$83.28万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $69.82万 | 0.00% | 25,985 | 6,317 | 32.1% | $16.97万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $69.89万 | 0.00% | 6,251 | 4,007 | 178.6% | $44.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $70.02万 | 0.00% | 18,725 | -800 | -4.1% | -$2.99万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $70.28万 | 0.00% | 28,249 | -153 | -0.5% | -$3,807 | 减仓 |
| RPM | RPM INTL INC | $70.29万 | 0.00% | 6,324 | 1,626 | 34.6% | $18.07万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $70.44万 | 0.00% | 12,217 | 465 | 4.0% | $2.68万 | 加仓 |
| NTR | NUTRIEN LTD | $70.49万 | 0.00% | 11,197 | 2,602 | 30.3% | $16.38万 | 加仓 |
| ILMN | ILLUMINA INC | $70.49万 | 0.00% | 4,009 | 1,513 | 60.6% | $26.60万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $70.65万 | 0.00% | 3,323 | 1,455 | 77.9% | $30.94万 | 加仓 |
| WAB | WABTEC | $70.67万 | 0.00% | 2,621 | -370 | -12.4% | -$9.98万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $70.71万 | 0.00% | 13,752 | -256 | -1.8% | -$1.32万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $70.77万 | 0.00% | 9,696 | -27 | -0.3% | -$1,971 | 减仓 |
| SDCI | USCF ETF TR | $70.92万 | 0.00% | 26,823 | 13,085 | 95.2% | $34.60万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $71.13万 | 0.00% | 19,054 | 309 | 1.6% | $1.15万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $71.14万 | 0.00% | 30,876 | -8,879 | -22.3% | -$20.46万 | 减仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $71.17万 | 0.00% | 12,270 | -260 | -2.1% | -$1.51万 | 减仓 |
| — | ISHARES TR | $71.27万 | 0.00% | 8,388 | 363 | 4.5% | $3.08万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $71.58万 | 0.00% | 6,039 | -4 | -0.1% | -$474 | 减仓 |
| IYR | ISHARES TR | $71.71万 | 0.00% | 7,013 | -653 | -8.5% | -$6.68万 | 减仓 |
| PAUG | INNOVATOR ETFS TRUST | $71.80万 | 0.00% | 15,731 | -236 | -1.5% | -$1.08万 | 减仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $72.08万 | 0.00% | 9,073 | 6,621 | 270.0% | $52.60万 | 加仓 |
| MAGS | LISTED FDS TR | $72.18万 | 0.00% | 11,225 | 8,389 | 295.8% | $53.94万 | 加仓 |
| KFY | KORN FERRY | $72.22万 | 0.00% | 10,848 | 10,306 | 1,901.5% | $68.62万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $72.27万 | 0.00% | 13,887 | -665 | -4.6% | -$3.46万 | 减仓 |
| RDWR | RADWARE LTD | $72.43万 | 0.00% | 23,470 | 23,470 | — | $72.43万 | 新建仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $72.47万 | 0.00% | 4,726 | -125 | -2.6% | -$1.92万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $72.48万 | 0.00% | 5,343 | -18,409 | -77.5% | -$249.72万 | 减仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $72.53万 | 0.00% | 153,347 | -43,655 | -22.2% | -$20.65万 | 减仓 |
| ALLE | ALLEGION PLC | $73.03万 | 0.00% | 5,198 | 1,336 | 34.6% | $18.77万 | 加仓 |
| AA | ALCOA CORP | $73.07万 | 0.00% | 14,013 | 1,554 | 12.5% | $8.10万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $73.09万 | 0.00% | 48,337 | -26,711 | -35.6% | -$40.39万 | 减仓 |
| CROX | CROCS INC | $73.16万 | 0.00% | 6,064 | 25 | 0.4% | $3,016 | 加仓 |
| IEO | ISHARES TR | $73.26万 | 0.00% | 6,671 | -40 | -0.6% | -$4,393 | 减仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $73.34万 | 0.00% | 17,596 | 1,659 | 10.4% | $6.91万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $73.48万 | 0.00% | 9,662 | 6,865 | 245.4% | $52.21万 | 加仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $73.62万 | 0.00% | 17,104 | 6,964 | 68.7% | $29.97万 | 加仓 |
| EZU | ISHARES INC | $73.63万 | 0.00% | 10,594 | -4,951 | -31.8% | -$34.41万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $73.70万 | 0.00% | 27,695 | -256,396 | -90.3% | -$682.27万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $73.70万 | 0.00% | 4,278 | -1,895 | -30.7% | -$32.65万 | 减仓 |
| WTAI | WISDOMTREE TR | $73.79万 | 0.00% | 15,545 | -72 | -0.5% | -$3,418 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $73.89万 | 0.00% | 29,885 | 29,885 | — | $73.89万 | 新建仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $74.14万 | 0.00% | 24,516 | 24,157 | 6,729.0% | $73.05万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $74.26万 | 0.00% | 34,701 | 8,534 | 32.6% | $18.26万 | 加仓 |
| DY | DYCOM INDS INC | $74.47万 | 0.00% | 1,473 | 280 | 23.5% | $14.16万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.51万 | 0.00% | 18,300 | -350 | -1.9% | -$1.43万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $74.65万 | 0.00% | 3,522 | -1,161 | -24.8% | -$24.61万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $74.69万 | 0.00% | 8,191 | -23,967 | -74.5% | -$218.55万 | 减仓 |
| BLOK | AMPLIFY ETF TR | $74.73万 | 0.00% | 11,932 | -4,286 | -26.4% | -$26.84万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $74.84万 | 0.00% | 21,171 | -100 | -0.5% | -$3,535 | 减仓 |
| EQT | EQT CORP | $74.95万 | 0.00% | 14,097 | -4,511 | -24.2% | -$23.98万 | 减仓 |
| MOG/A | MOOG INC | $74.98万 | 0.00% | 1,769 | 1,555 | 726.6% | $65.91万 | 加仓 |
| RH | RH | $75.05万 | 0.00% | 4,556 | 827 | 22.2% | $13.62万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $75.33万 | 0.00% | 7,197 | 5,724 | 388.6% | $59.91万 | 加仓 |
| — | KINGSWAY CORP | $75.56万 | 0.00% | 72,517 | 4,364 | 6.4% | $4.55万 | 加仓 |
| IESC | IES HOLDINGS INC | $75.67万 | 0.00% | 1,030 | 883 | 600.7% | $64.87万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $75.75万 | 0.00% | 6,997 | 491 | 7.5% | $5.32万 | 加仓 |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | $75.86万 | 0.00% | 17,865 | 2,778 | 18.4% | $11.80万 | 加仓 |
| DOW | DOW HLDGS INC | $75.88万 | 0.00% | 27,732 | -21,685 | -43.9% | -$59.33万 | 减仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $76.18万 | 0.00% | 39,016 | -10,161 | -20.7% | -$19.84万 | 减仓 |
| MGV | VANGUARD WORLD FD | $76.45万 | 0.00% | 4,677 | 81 | 1.8% | $1.32万 | 加仓 |
| EUSB | ISHARES TR | $76.47万 | 0.00% | 17,600 | 4,347 | 32.8% | $18.89万 | 加仓 |
| SCHL | SCHOLASTIC CORP | $76.49万 | 0.00% | 16,629 | 16,629 | — | $76.49万 | 新建仓 |
| — | STRATEGY SHS | $76.77万 | 0.00% | 30,525 | -48,510 | -61.4% | -$122.00万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $76.79万 | 0.00% | 21,189 | 200 | 1.0% | $7,248 | 加仓 |
| CG | CARLYLE GROUP INC | $76.81万 | 0.00% | 18,241 | -6,674 | -26.8% | -$28.10万 | 减仓 |
| — | PEBBLEBROOK HOTEL TR | $77.38万 | 0.00% | 39,725 | -200 | -0.5% | -$3,896 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $77.49万 | 0.00% | 22,700 | 14,498 | 176.8% | $49.49万 | 加仓 |
| BLLN | BILLIONTOONE INC | $77.75万 | 0.00% | 6,480 | 6,180 | 2,060.0% | $74.15万 | 加仓 |
| VOLT | TEMA ETF TRUST | $77.77万 | 0.00% | 18,566 | 1,512 | 8.9% | $6.33万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $78.13万 | 0.00% | 11,296 | 941 | 9.1% | $6.51万 | 加仓 |
| XE | X-ENERGY INC | $78.18万 | 0.00% | 42,583 | 42,583 | — | $78.18万 | 新建仓 |
| — | ISHARES TR | $78.22万 | 0.00% | 23,177 | -416 | -1.8% | -$1.40万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $78.40万 | 0.00% | 30,318 | 30,241 | 39,274.0% | $78.20万 | 重新持有 |
| KRP | KIMBELL RTY PARTNERS LP | $78.57万 | 0.00% | 54,075 | -3,579 | -6.2% | -$5.20万 | 减仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $78.77万 | 0.00% | 8,320 | 4,100 | 97.2% | $38.82万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $78.78万 | 0.00% | 5,383 | 0 | 0.0% | — | 不变 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $78.93万 | 0.00% | 20,113 | 2,957 | 17.2% | $11.60万 | 加仓 |
| KIM | KIMCO REALTY CORP | $79.00万 | 0.00% | 31,164 | 8,782 | 39.2% | $22.26万 | 加仓 |
| TFLO | ISHARES TR | $79.28万 | 0.00% | 15,659 | 6,205 | 65.6% | $31.42万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $79.29万 | 0.00% | 14,415 | -1,835 | -11.3% | -$10.09万 | 减仓 |
| INCY | INCYTE CORP | $79.31万 | 0.00% | 6,996 | 1,180 | 20.3% | $13.38万 | 加仓 |
| — | ISHARES TR | $79.93万 | 0.00% | 20,256 | -188 | -0.9% | -$7,418 | 减仓 |