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 |
|---|---|---|---|---|---|---|---|---|
| CLH | CLEAN HARBORS INC | $79.95万 | 0.00% | 2,676 | 761 | 39.7% | $22.73万 | 加仓 |
| SUSB | ISHARES TR | $80.50万 | 0.00% | 32,211 | 27,189 | 541.4% | $67.95万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $80.51万 | 0.00% | 32,151 | -66 | -0.2% | -$1,653 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $80.55万 | 0.00% | 12,283 | -3,330 | -21.3% | -$21.84万 | 减仓 |
| ENVA | ENOVA INTL INC | $80.77万 | 0.00% | 3,355 | 3,355 | — | $80.77万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $80.90万 | 0.00% | 2,391 | 2,000 | 511.5% | $67.67万 | 加仓 |
| AVNT | AVIENT CORPORATION | $81.01万 | 0.00% | 21,919 | 21,919 | — | $81.01万 | 新建仓 |
| ALT | ALTIMMUNE INC | $81.07万 | 0.00% | 266,671 | 14,890 | 5.9% | $4.53万 | 加仓 |
| — | ARCOSA INC | $81.10万 | 0.00% | 5,582 | 0 | 0.0% | — | 不变 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $81.14万 | 0.00% | 39,254 | 7,880 | 25.1% | $16.29万 | 加仓 |
| BIDU | BAIDU INC | $81.22万 | 0.00% | 7,107 | 6,707 | 1,676.7% | $76.65万 | 加仓 |
| MTZ | MASTEC INC | $81.26万 | 0.00% | 1,953 | 1,182 | 153.3% | $49.18万 | 加仓 |
| BURL | BURLINGTON STORES INC | $81.70万 | 0.00% | 2,579 | -845 | -24.7% | -$26.77万 | 减仓 |
| DDOG | DATADOG INC | $81.73万 | 0.00% | 3,139 | 1,569 | 99.9% | $40.85万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $81.76万 | 0.00% | 68,421 | -10,232 | -13.0% | -$12.23万 | 减仓 |
| — | PIMCO ETF TR | $81.98万 | 0.00% | 15,668 | -1,971 | -11.2% | -$10.31万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $82.19万 | 0.00% | 12,059 | -308 | -2.5% | -$2.10万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $82.30万 | 0.00% | 10,364 | 1,521 | 17.2% | $12.08万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $82.36万 | 0.00% | 2,924 | -106 | -3.5% | -$2.99万 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $82.41万 | 0.00% | 16,372 | 1,194 | 7.9% | $6.01万 | 加仓 |
| — | ISHARES TR | $82.53万 | 0.00% | 21,257 | -202 | -0.9% | -$7,843 | 减仓 |
| — | PUTNAM ETF TRUST | $82.63万 | 0.00% | 30,369 | -10,278 | -25.3% | -$27.97万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $83.09万 | 0.00% | 6,283 | 482 | 8.3% | $6.37万 | 加仓 |
| BOTZ | GLOBAL X FDS | $83.17万 | 0.00% | 21,923 | 261 | 1.2% | $9,902 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $83.19万 | 0.00% | 29,658 | 27,058 | 1,040.7% | $75.90万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $83.28万 | 0.00% | 31,004 | -250 | -0.8% | -$6,715 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $83.35万 | 0.00% | 8,761 | 1,784 | 25.6% | $16.97万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $83.43万 | 0.00% | 2,981 | -10,091 | -77.2% | -$282.42万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $83.50万 | 0.00% | 22,561 | 20,827 | 1,201.1% | $77.08万 | 加仓 |
| NMR | NOMURA HLDGS INC | $83.57万 | 0.00% | 95,178 | 95,042 | 69,883.8% | $83.45万 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $83.57万 | 0.00% | 11,275 | 284 | 2.6% | $2.11万 | 加仓 |
| ALAB | ASTERA LABS INC | $83.61万 | 0.00% | 1,731 | 31 | 1.8% | $1.50万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $83.81万 | 0.00% | 10,776 | -18 | -0.2% | -$1,400 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $83.81万 | 0.00% | 44,963 | -609 | -1.3% | -$1.14万 | 减仓 |
| JOE | ST JOE CO | $83.91万 | 0.00% | 13,397 | -2,458 | -15.5% | -$15.39万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $84.00万 | 0.00% | 23,250 | 7,841 | 50.9% | $28.33万 | 加仓 |
| PHYL | PGIM ETF TR | $84.05万 | 0.00% | 24,097 | 6,520 | 37.1% | $22.74万 | 加仓 |
| ICOW | PACER FDS TR | $84.46万 | 0.00% | 20,289 | -1,572 | -7.2% | -$6.54万 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $84.77万 | 0.00% | 18,943 | -1,685 | -8.2% | -$7.54万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $84.92万 | 0.00% | 31,842 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $85.04万 | 0.00% | 13,319 | -542 | -3.9% | -$3.46万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $85.32万 | 0.00% | 16,445 | -1,024 | -5.9% | -$5.31万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $85.33万 | 0.00% | 19,239 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $85.75万 | 0.00% | 175,348 | 115,721 | 194.1% | $56.59万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $85.78万 | 0.00% | 4,955 | 4,882 | 6,687.7% | $84.51万 | 加仓 |
| CGNX | COGNEX CORP | $85.94万 | 0.00% | 11,866 | 1,317 | 12.5% | $9.54万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $86.06万 | 0.00% | 10,881 | -858 | -7.3% | -$6.79万 | 减仓 |
| SYSB | ISHARES TR | $86.17万 | 0.00% | 9,714 | 379 | 4.1% | $3.36万 | 加仓 |
| NFLT | ETFIS SER TR I | $86.37万 | 0.00% | 37,634 | -2,842 | -7.0% | -$6.52万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $86.60万 | 0.00% | 10,949 | 10,749 | 5,374.5% | $85.02万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $86.61万 | 0.00% | 9,162 | -2,112 | -18.7% | -$19.97万 | 减仓 |
| WCC | WESCO INTL INC | $86.69万 | 0.00% | 2,510 | -944 | -27.3% | -$32.60万 | 减仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $86.72万 | 0.00% | 22,965 | 10,744 | 87.9% | $40.57万 | 加仓 |
| FUL | FULLER H B CO | $86.89万 | 0.00% | 14,907 | 14,907 | — | $86.89万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $86.91万 | 0.00% | 20,497 | 95 | 0.5% | $4,028 | 加仓 |
| CPA | COPA HOLDINGS SA | $86.92万 | 0.00% | 5,587 | 594 | 11.9% | $9.24万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $87.10万 | 0.00% | 28,005 | -1,570 | -5.3% | -$4.88万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $87.30万 | 0.00% | 16,282 | 0 | 0.0% | — | 不变 |
| RYN | RAYONIER INC | $87.44万 | 0.00% | 41,089 | -8,439 | -17.0% | -$17.96万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $87.55万 | 0.00% | 19,705 | -500 | -2.5% | -$2.22万 | 减仓 |
| BBY | BEST BUY INC | $87.65万 | 0.00% | 11,551 | -116,158 | -91.0% | -$881.44万 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $87.66万 | 0.00% | 21,685 | 1,288 | 6.3% | $5.21万 | 加仓 |
| VECO | VEECO INSTRS INC DEL | $87.70万 | 0.00% | 11,570 | 11,570 | — | $87.70万 | 新建仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $88.22万 | 0.00% | 8,745 | -3,380 | -27.9% | -$34.10万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $88.23万 | 0.00% | 11,428 | -11,162 | -49.4% | -$86.18万 | 减仓 |
| SOFR | AMPLIFY ETF TR | $88.46万 | 0.00% | 8,835 | -166 | -1.8% | -$1.66万 | 减仓 |
| KRE | SPDR SERIES TRUST | $88.74万 | 0.00% | 11,855 | -4,684 | -28.3% | -$35.06万 | 减仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $88.76万 | 0.00% | 3,580 | 1,039 | 40.9% | $25.76万 | 加仓 |
| BFC | BANK FIRST CORP | $89.01万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $89.13万 | 0.00% | 11,096 | 622 | 5.9% | $5.00万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $89.13万 | 0.00% | 17,046 | -279 | -1.6% | -$1.46万 | 减仓 |
| CPT | CAMDEN PPTY TR | $89.30万 | 0.00% | 7,799 | 5,581 | 251.6% | $63.90万 | 加仓 |
| IHAK | ISHARES TR | $89.30万 | 0.00% | 14,709 | -119 | -0.8% | -$7,224 | 减仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $89.70万 | 0.00% | 41,071 | 184 | 0.5% | $4,019 | 加仓 |
| GFI | GOLD FIELDS LTD | $89.91万 | 0.00% | 26,768 | 23,718 | 777.6% | $79.67万 | 加仓 |
| EDV | VANGUARD WORLD FD | $90.00万 | 0.00% | 13,829 | 12,177 | 737.1% | $79.25万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $90.09万 | 0.00% | 44,425 | 44,425 | — | $90.09万 | 新建仓 |
| STXF | EA SERIES TRUST | $90.21万 | 0.00% | 18,677 | 1,303 | 7.5% | $6.29万 | 加仓 |
| EVUS | ISHARES TR | $90.23万 | 0.00% | 25,700 | 3,675 | 16.7% | $12.90万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $90.26万 | 0.00% | 37,128 | -1,046 | -2.7% | -$2.54万 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $90.38万 | 0.00% | 98,027 | 8,741 | 9.8% | $8.06万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $90.44万 | 0.00% | 8,512 | 8,309 | 4,093.1% | $88.28万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $90.47万 | 0.00% | 11,958 | -12,791 | -51.7% | -$96.78万 | 减仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $90.57万 | 0.00% | 49,010 | 1,354 | 2.8% | $2.50万 | 加仓 |
| REGL | PROSHARES TR | $90.71万 | 0.00% | 9,906 | 1,189 | 13.6% | $10.89万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $90.90万 | 0.00% | 11,740 | 0 | 0.0% | — | 不变 |
| SPTS | SPDR SERIES TRUST | $91.00万 | 0.00% | 31,369 | -682,428 | -95.6% | -$1,979.74万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $91.00万 | 0.00% | 18,274 | 1,989 | 12.2% | $9.91万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $91.54万 | 0.00% | 42,098 | -49,210 | -53.9% | -$107.01万 | 减仓 |
| CIGI | COLLIERS INTL GROUP INC | $91.57万 | 0.00% | 9,763 | -669 | -6.4% | -$6.27万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $91.57万 | 0.00% | 15,093 | 2,551 | 20.3% | $15.48万 | 加仓 |
| EG | EVEREST GROUP LTD | $91.67万 | 0.00% | 2,566 | 2,134 | 494.0% | $76.23万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $91.73万 | 0.00% | 1,069 | 27 | 2.6% | $2.32万 | 加仓 |
| DHI | D R HORTON INC | $91.74万 | 0.00% | 5,632 | -2,937 | -34.3% | -$47.84万 | 减仓 |
| IR | INGERSOLL RAND INC | $91.77万 | 0.00% | 11,193 | -11,772 | -51.3% | -$96.51万 | 减仓 |
| FISV | FISERV INC | $91.82万 | 0.00% | 18,720 | 8,307 | 79.8% | $40.75万 | 加仓 |
| OUSA | ALPS ETF TR | $91.99万 | 0.00% | 15,770 | 9,810 | 164.6% | $57.22万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $92.02万 | 0.00% | 36,273 | 5,854 | 19.2% | $14.85万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $92.34万 | 0.00% | 13,667 | 1,476 | 12.1% | $9.97万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $92.49万 | 0.00% | 2,984 | 1,470 | 97.1% | $45.56万 | 加仓 |