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 |
|---|---|---|---|---|---|---|---|---|
| EVTR | MORGAN STANLEY ETF TRUST | $112.27万 | 0.01% | 22,140 | 1,678 | 8.2% | $8.51万 | 加仓 |
| — | BOEING CO | $112.84万 | 0.01% | 16,767 | 2,826 | 20.3% | $19.02万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $112.95万 | 0.01% | 15,433 | 15,204 | 6,639.3% | $111.28万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $112.96万 | 0.01% | 14,693 | 13,914 | 1,786.1% | $106.97万 | 加仓 |
| VICR | VICOR CORP | $113.06万 | 0.01% | 2,977 | 527 | 21.5% | $20.01万 | 加仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $113.28万 | 0.01% | 116,662 | -36,172 | -23.7% | -$35.12万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $113.34万 | 0.01% | 47,946 | -49 | -0.1% | -$1,158 | 减仓 |
| EBAY | EBAY INC. | $113.38万 | 0.01% | 10,146 | -2,692 | -21.0% | -$30.08万 | 减仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $113.46万 | 0.01% | 46,712 | 43,146 | 1,209.9% | $104.80万 | 加仓 |
| AEE | AMEREN CORP | $113.49万 | 0.01% | 10,040 | 224 | 2.3% | $2.53万 | 加仓 |
| KHC | KRAFT HEINZ CO | $113.59万 | 0.01% | 48,091 | 196 | 0.4% | $4,630 | 加仓 |
| GIS | GENERAL MILLS INC | $113.67万 | 0.01% | 32,663 | 5,483 | 20.2% | $19.08万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $113.80万 | 0.01% | 48,945 | -378 | -0.8% | -$8,788 | 减仓 |
| PR | PERMIAN RESOURCES CORP | $113.98万 | 0.01% | 61,910 | 19,706 | 46.7% | $36.28万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $114.20万 | 0.01% | 11,412 | 3,362 | 41.8% | $33.64万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $114.31万 | 0.01% | 130,638 | 10,368 | 8.6% | $9.07万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $114.39万 | 0.01% | 13,845 | 1,761 | 14.6% | $14.55万 | 加仓 |
| KEY | KEYCORP | $115.01万 | 0.01% | 49,897 | 19,968 | 66.7% | $46.03万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $115.16万 | 0.01% | 1,372 | 179 | 15.0% | $15.02万 | 加仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $115.20万 | 0.01% | 45,354 | 31,830 | 235.4% | $80.85万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $115.46万 | 0.01% | 27,625 | -750 | -2.6% | -$3.13万 | 减仓 |
| — | WEBSTER FINL CORP | $115.47万 | 0.01% | 15,110 | 11,930 | 375.2% | $91.17万 | 加仓 |
| QLYS | QUALYS INC | $115.49万 | 0.01% | 8,400 | 8,222 | 4,619.1% | $113.04万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $115.52万 | 0.01% | 8,954 | 4,163 | 86.9% | $53.71万 | 加仓 |
| WPC | WP CAREY INC | $116.22万 | 0.01% | 16,255 | 4,880 | 42.9% | $34.89万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $116.48万 | 0.01% | 103,446 | 12,104 | 13.3% | $13.63万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $116.57万 | 0.01% | 68,796 | 68,691 | 65,420.0% | $116.40万 | 加仓 |
| ES | EVERSOURCE ENERGY | $116.63万 | 0.01% | 16,138 | 1,539 | 10.5% | $11.12万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $117.16万 | 0.01% | 29,661 | 2,148 | 7.8% | $8.48万 | 加仓 |
| IXJ | ISHARES TR | $117.24万 | 0.01% | 11,917 | 3,754 | 46.0% | $36.93万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $117.50万 | 0.01% | 6,976 | 4,496 | 181.3% | $75.73万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $117.56万 | 0.01% | 8,850 | 1,648 | 22.9% | $21.89万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $118.15万 | 0.01% | 22,655 | 360 | 1.6% | $1.88万 | 加仓 |
| CR | CRANE COMPANY | $118.17万 | 0.01% | 5,297 | -722 | -12.0% | -$16.11万 | 减仓 |
| IPAC | ISHARES TR | $118.49万 | 0.01% | 14,462 | 3 | 0.0% | $246 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $118.49万 | 0.01% | 12,019 | 2,417 | 25.2% | $23.83万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $118.61万 | 0.01% | 63,600 | 12,075 | 23.4% | $22.52万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $119.09万 | 0.01% | 40,467 | 4,600 | 12.8% | $13.54万 | 加仓 |
| MSCI | MSCI INC | $119.48万 | 0.01% | 2,133 | -390 | -15.5% | -$21.84万 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $119.50万 | 0.01% | 152,426 | -14,144 | -8.5% | -$11.09万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $119.64万 | 0.01% | 25,597 | -1,355 | -5.0% | -$6.33万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $119.67万 | 0.01% | 5,532 | -299 | -5.1% | -$6.47万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $119.89万 | 0.01% | 9,539 | 7,613 | 395.3% | $95.68万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $119.95万 | 0.01% | 132,839 | 106,442 | 403.2% | $96.12万 | 加仓 |
| POST | POST HLDGS INC | $120.00万 | 0.01% | 13,597 | 11,434 | 528.6% | $100.91万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $120.01万 | 0.01% | 145,117 | 24,501 | 20.3% | $20.26万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $120.14万 | 0.01% | 14,580 | 5,046 | 52.9% | $41.58万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $120.30万 | 0.01% | 32,967 | -614 | -1.8% | -$2.24万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $120.46万 | 0.01% | 26,158 | -291 | -1.1% | -$1.34万 | 减仓 |
| DON | WISDOMTREE TR | $120.63万 | 0.01% | 21,344 | -1,732 | -7.5% | -$9.79万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $120.93万 | 0.01% | 26,261 | 3,090 | 13.3% | $14.23万 | 加仓 |
| EES | WISDOMTREE TR | $121.29万 | 0.01% | 17,892 | -149 | -0.8% | -$1.01万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $121.30万 | 0.01% | 12,955 | -1,164 | -8.2% | -$10.90万 | 减仓 |
| EUFN | ISHARES TR | $121.40万 | 0.01% | 31,137 | -5,093 | -14.1% | -$19.86万 | 减仓 |
| IETC | ISHARES U S ETF TR | $121.44万 | 0.01% | 11,313 | 360 | 3.3% | $3.86万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $121.47万 | 0.01% | 5,608 | -122 | -2.1% | -$2.64万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $121.57万 | 0.01% | 20,418 | -1,133 | -5.3% | -$6.75万 | 减仓 |
| XEL | XCEL ENERGY INC | $121.82万 | 0.01% | 15,170 | -1,164 | -7.1% | -$9.35万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $122.01万 | 0.01% | 13,771 | 1,335 | 10.7% | $11.83万 | 加仓 |
| — | CARILLON SER TR | $122.05万 | 0.01% | 41,629 | 17,220 | 70.5% | $50.49万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $122.26万 | 0.01% | 47,515 | 12,622 | 36.2% | $32.48万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $122.47万 | 0.01% | 33,218 | 7,126 | 27.3% | $26.27万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $122.71万 | 0.01% | 33,164 | -5,030 | -13.2% | -$18.61万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $122.91万 | 0.01% | 27,299 | -700 | -2.5% | -$3.15万 | 减仓 |
| PHM | PULTE GROUP INC | $123.22万 | 0.01% | 8,981 | 1,193 | 15.3% | $16.37万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $123.50万 | 0.01% | 24,419 | 5,408 | 28.4% | $27.35万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $123.56万 | 0.01% | 11,001 | -2,327 | -17.5% | -$26.14万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $123.57万 | 0.01% | 7,413 | -910 | -10.9% | -$15.17万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $123.75万 | 0.01% | 27,205 | -1,475 | -5.1% | -$6.71万 | 减仓 |
| FELC | FIDELITY COVINGTON TRUST | $123.83万 | 0.01% | 29,548 | 917 | 3.2% | $3.84万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $123.84万 | 0.01% | 45,983 | 1,648 | 3.7% | $4.44万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $124.20万 | 0.01% | 52,385 | 44,550 | 568.6% | $105.63万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $124.22万 | 0.01% | 18,381 | 694 | 3.9% | $4.69万 | 加仓 |
| EXEL | EXELIXIS INC | $124.82万 | 0.01% | 22,941 | -1,673 | -6.8% | -$9.10万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $125.06万 | 0.01% | 46,234 | 12,105 | 35.5% | $32.74万 | 加仓 |
| CCI | CROWN CASTLE INC | $125.35万 | 0.01% | 16,552 | -1,747 | -9.5% | -$13.23万 | 减仓 |
| — | CALAMOS ETF TR | $125.39万 | 0.01% | 41,896 | 20,435 | 95.2% | $61.16万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $125.43万 | 0.01% | 10,714 | 5,658 | 111.9% | $66.24万 | 加仓 |
| XJH | ISHARES TR | $125.44万 | 0.01% | 24,054 | -1,429 | -5.6% | -$7.45万 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $125.59万 | 0.01% | 66,609 | 24,173 | 57.0% | $45.58万 | 加仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $125.66万 | 0.01% | 42,280 | 1,615 | 4.0% | $4.80万 | 加仓 |
| NNN | NNN REIT INC | $125.71万 | 0.01% | 27,016 | -165 | -0.6% | -$7,678 | 减仓 |
| — | AMPLIFY ETF TR | $125.90万 | 0.01% | 34,894 | 52 | 0.1% | $1,876 | 加仓 |
| RDDT | REDDIT INC | $126.14万 | 0.01% | 7,267 | 3,305 | 83.4% | $57.37万 | 加仓 |
| IWMI | NEOS ETF TRUST | $126.38万 | 0.01% | 23,613 | 7,691 | 48.3% | $41.16万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $126.51万 | 0.01% | 26,516 | -9,483 | -26.3% | -$45.24万 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $126.62万 | 0.01% | 57,450 | 1,930 | 3.5% | $4.25万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $126.79万 | 0.01% | 98,437 | 53,234 | 117.8% | $68.57万 | 加仓 |
| RKT | ROCKET COS INC | $127.52万 | 0.01% | 80,965 | 58,864 | 266.3% | $92.71万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $127.52万 | 0.01% | 63,793 | 1,869 | 3.0% | $3.74万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $127.61万 | 0.01% | 18,279 | 2,753 | 17.7% | $19.22万 | 加仓 |
| DXJ | WISDOMTREE TR | $127.98万 | 0.01% | 7,375 | -54 | -0.7% | -$9,371 | 减仓 |
| HYD | VANECK ETF TRUST | $128.33万 | 0.01% | 24,914 | -147 | -0.6% | -$7,572 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $128.68万 | 0.01% | 60,669 | 1,472 | 2.5% | $3.12万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $128.88万 | 0.01% | 43,189 | -32,571 | -43.0% | -$97.19万 | 减仓 |
| ARKK | ARK ETF TR | $129.23万 | 0.01% | 15,989 | -1,139 | -6.6% | -$9.21万 | 减仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $129.26万 | 0.01% | 222,485 | 31,169 | 16.3% | $18.11万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $129.62万 | 0.01% | 118,698 | 7,857 | 7.1% | $8.58万 | 加仓 |
| — | INOGEN INC | $129.99万 | 0.01% | 201,531 | 201,531 | — | $129.99万 | 新建仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $130.16万 | 0.01% | 51,917 | 1,480 | 2.9% | $3.71万 | 加仓 |