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 |
|---|---|---|---|---|---|---|---|---|
| — | ELECTRONIC ARTS INC | $92.51万 | 0.00% | 4,512 | 2,838 | 169.5% | $58.19万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $92.65万 | 0.00% | 17,366 | -2,011 | -10.4% | -$10.73万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $92.74万 | 0.00% | 11,104 | 3,338 | 43.0% | $27.88万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $92.76万 | 0.00% | 23,597 | -105 | -0.4% | -$4,128 | 减仓 |
| CINF | CINCINNATI FINL CORP | $92.86万 | 0.00% | 5,016 | -240 | -4.6% | -$4.44万 | 减仓 |
| GPZ | VANECK ETF TRUST | $92.93万 | 0.00% | 43,345 | 2,777 | 6.8% | $5.95万 | 加仓 |
| HUM | HUMANA INC | $92.94万 | 0.00% | 2,340 | -173 | -6.9% | -$6.87万 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $93.44万 | 0.00% | 33,867 | 716 | 2.2% | $1.98万 | 加仓 |
| EPS | WISDOMTREE TR | $93.75万 | 0.00% | 12,052 | -77 | -0.6% | -$5,990 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $93.90万 | 0.00% | 16,919 | -4,566 | -21.3% | -$25.34万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $93.95万 | 0.00% | 12,997 | 1,789 | 16.0% | $12.93万 | 加仓 |
| BKIE | BNY MELLON ETF TRUST | $94.38万 | 0.00% | 9,382 | -3,666 | -28.1% | -$36.88万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $94.53万 | 0.00% | 50,096 | -11,835 | -19.1% | -$22.33万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $94.78万 | 0.00% | 36,358 | 36,358 | — | $94.78万 | 新建仓 |
| VICI | VICI PPTYS INC | $95.09万 | 0.00% | 35,816 | -4,257 | -10.6% | -$11.30万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $95.52万 | 0.00% | 9,850 | -572 | -5.5% | -$5.55万 | 减仓 |
| AGO | ASSURED GUARANTY LTD | $95.53万 | 0.00% | 11,917 | 11,756 | 7,301.9% | $94.24万 | 加仓 |
| UFPI | UFP INDUSTRIES INC | $95.56万 | 0.00% | 10,532 | 9,514 | 934.6% | $86.33万 | 加仓 |
| WSO | WATSCO INC | $96.19万 | 0.00% | 2,308 | -343 | -12.9% | -$14.29万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $96.29万 | 0.00% | 22,005 | 9,247 | 72.5% | $40.47万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $96.38万 | 0.00% | 69,686 | 9,872 | 16.5% | $13.65万 | 加仓 |
| DG | DOLLAR GEN CORP | $96.66万 | 0.00% | 8,397 | 2,098 | 33.3% | $24.15万 | 加仓 |
| VVX | V2X INC | $96.99万 | 0.00% | 13,008 | 12,921 | 14,851.7% | $96.34万 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $97.08万 | 0.00% | 74,969 | -1,796 | -2.3% | -$2.33万 | 减仓 |
| DIV | GLOBAL X FDS | $97.10万 | 0.00% | 50,971 | -7,354 | -12.6% | -$14.01万 | 减仓 |
| MC | MOELIS & CO | $97.18万 | 0.00% | 14,855 | 158 | 1.1% | $1.03万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $97.33万 | 0.00% | 6,571 | 1,608 | 32.4% | $23.82万 | 加仓 |
| MTB | M & T BK CORP | $97.34万 | 0.00% | 4,090 | -1,325 | -24.5% | -$31.54万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $97.40万 | 0.00% | 43,698 | 36,054 | 471.7% | $80.36万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $97.55万 | 0.00% | 16,447 | 2,224 | 15.6% | $13.19万 | 加仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $97.96万 | 0.01% | 150,015 | 32,755 | 27.9% | $21.39万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $98.35万 | 0.01% | 13,059 | -2,894 | -18.1% | -$21.79万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $98.37万 | 0.01% | 5,223 | -944 | -15.3% | -$17.78万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $98.41万 | 0.01% | 22,822 | 5,199 | 29.5% | $22.42万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $98.73万 | 0.01% | 11,394 | 107 | 0.9% | $9,272 | 加仓 |
| SMMV | ISHARES TR | $99.28万 | 0.01% | 21,564 | -9,525 | -30.6% | -$43.85万 | 减仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $99.53万 | 0.01% | 36,661 | -12,104 | -24.8% | -$32.86万 | 减仓 |
| — | CALAMOS ETF TR | $99.88万 | 0.01% | 37,199 | 3,876 | 11.6% | $10.41万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $99.99万 | 0.01% | 103,728 | 0 | 0.0% | — | 不变 |
| PSUS | PERSHING SQUARE USA LTD | $100.21万 | 0.01% | 26,808 | 26,808 | — | $100.21万 | 新建仓 |
| HAP | VANECK ETF TRUST | $100.33万 | 0.01% | 14,623 | 5,773 | 65.2% | $39.61万 | 加仓 |
| SRE | SEMPRA | $100.36万 | 0.01% | 10,825 | -5,620 | -34.2% | -$52.11万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $100.47万 | 0.01% | 4,310 | -759 | -15.0% | -$17.69万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $100.69万 | 0.01% | 91,455 | -940 | -1.0% | -$1.03万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $100.74万 | 0.01% | 31,015 | -2,455 | -7.3% | -$7.97万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $101.26万 | 0.01% | 2,597 | -333 | -11.4% | -$12.98万 | 减仓 |
| MSTR | STRATEGY INC | $101.31万 | 0.01% | 11,655 | 1,575 | 15.6% | $13.69万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $101.67万 | 0.01% | 44,689 | -5,012 | -10.1% | -$11.40万 | 减仓 |
| VMC | VULCAN MATLS CO | $101.71万 | 0.01% | 3,448 | 262 | 8.2% | $7.73万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $102.03万 | 0.01% | 40,392 | 32,213 | 393.9% | $81.37万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $102.17万 | 0.01% | 12,386 | 310 | 2.6% | $2.56万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $102.44万 | 0.01% | 30,792 | 4,553 | 17.4% | $15.15万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $102.63万 | 0.01% | 10,869 | 384 | 3.7% | $3.63万 | 加仓 |
| IBDS | ISHARES TR | $102.69万 | 0.01% | 42,400 | 6,326 | 17.5% | $15.32万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $103.01万 | 0.01% | 128,600 | -17,853 | -12.2% | -$14.30万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $103.02万 | 0.01% | 23,547 | 7,328 | 45.2% | $32.06万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $103.50万 | 0.01% | 40,365 | 26,020 | 181.4% | $66.72万 | 加仓 |
| BHVN | BIOHAVEN LTD | $103.53万 | 0.01% | 69,575 | 8,325 | 13.6% | $12.39万 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $103.68万 | 0.01% | 6,496 | -109 | -1.7% | -$1.74万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $103.83万 | 0.01% | 13,932 | -4,209 | -23.2% | -$31.37万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $104.02万 | 0.01% | 5,895 | 3,592 | 156.0% | $63.38万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $104.15万 | 0.01% | 7,488 | 1,561 | 26.3% | $21.71万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $104.24万 | 0.01% | 27,013 | 7,164 | 36.1% | $27.65万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $104.76万 | 0.01% | 7,260 | 1,261 | 21.0% | $18.20万 | 加仓 |
| ALLY | ALLY FINL INC | $104.86万 | 0.01% | 22,820 | 9,067 | 65.9% | $41.66万 | 加仓 |
| AOA | ISHARES TR | $104.96万 | 0.01% | 10,754 | 62 | 0.6% | $6,051 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $105.26万 | 0.01% | 44,905 | 949 | 2.2% | $2.22万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $105.52万 | 0.01% | 36,936 | 36,936 | — | $105.52万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $105.63万 | 0.01% | 9,423 | -569 | -5.7% | -$6.38万 | 减仓 |
| XYZ | BLOCK INC | $106.20万 | 0.01% | 13,974 | -6,321 | -31.1% | -$48.04万 | 减仓 |
| CRH | CRH PLC | $106.44万 | 0.01% | 9,947 | 2,037 | 25.8% | $21.80万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $106.60万 | 0.01% | 101,236 | 53,246 | 111.0% | $56.07万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.73万 | 0.01% | 35,179 | 0 | 0.0% | — | 不变 |
| BITB | BITWISE BITCOIN ETF TR | $106.89万 | 0.01% | 33,551 | 62 | 0.2% | $1,975 | 加仓 |
| DMXF | ISHARES TR | $107.02万 | 0.01% | 12,650 | 1,075 | 9.3% | $9.09万 | 加仓 |
| NSP | INSPERITY INC | $107.05万 | 0.01% | 25,913 | 25,825 | 29,346.6% | $106.68万 | 加仓 |
| MKC | MCCORMICK & CO INC | $107.59万 | 0.01% | 21,338 | -7,952 | -27.1% | -$40.09万 | 减仓 |
| EXC | EXELON CORP | $107.65万 | 0.01% | 23,092 | -6,932 | -23.1% | -$32.32万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $107.69万 | 0.01% | 82,456 | -5,547 | -6.3% | -$7.24万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $107.84万 | 0.01% | 89,121 | -1,521 | -1.7% | -$1.84万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $107.85万 | 0.01% | 8,819 | -925 | -9.5% | -$11.31万 | 减仓 |
| PCG | PG&E CORP | $108.06万 | 0.01% | 64,248 | 27,959 | 77.0% | $47.03万 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $108.16万 | 0.01% | 90,888 | 52,952 | 139.6% | $63.01万 | 加仓 |
| IBMP | ISHARES TR | $108.17万 | 0.01% | 42,554 | -98 | -0.2% | -$2,491 | 减仓 |
| HYMB | SPDR SERIES TRUST | $108.26万 | 0.01% | 42,557 | -10,245 | -19.4% | -$26.06万 | 减仓 |
| TEM | TEMPUS AI INC | $108.52万 | 0.01% | 18,733 | -7,323 | -28.1% | -$42.42万 | 减仓 |
| IBDR | ISHARES TR | $108.55万 | 0.01% | 44,799 | 5,913 | 15.2% | $14.33万 | 加仓 |
| DASH | DOORDASH INC | $108.69万 | 0.01% | 5,890 | 1,736 | 41.8% | $32.03万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $109.06万 | 0.01% | 20,703 | 1,116 | 5.7% | $5.88万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $109.29万 | 0.01% | 69,304 | -12,718 | -15.5% | -$20.06万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $109.53万 | 0.01% | 14,337 | 4,435 | 44.8% | $33.88万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $109.78万 | 0.01% | 4,058 | 3,401 | 517.7% | $92.01万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $110.06万 | 0.01% | 31,325 | -1,109 | -3.4% | -$3.90万 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $110.17万 | 0.01% | 54,085 | 19,832 | 57.9% | $40.40万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $110.50万 | 0.01% | 47,773 | 39,568 | 482.2% | $91.52万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $111.26万 | 0.01% | 31,643 | 428 | 1.4% | $1.50万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $111.33万 | 0.01% | 6,301 | 1,167 | 22.7% | $20.62万 | 加仓 |
| VCR | VANGUARD WORLD FD | $111.36万 | 0.01% | 2,808 | -230 | -7.6% | -$9.12万 | 减仓 |
| JAKK | JAKKS PAC INC | $111.63万 | 0.01% | 47,952 | 4,967 | 11.6% | $11.56万 | 加仓 |
| KVUE | KENVUE INC | $112.16万 | 0.01% | 58,690 | 20,415 | 53.3% | $39.01万 | 加仓 |