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 |
|---|---|---|---|---|---|---|---|---|
| EBC | EASTERN BANKSHARES INC | $130.32万 | 0.01% | 58,596 | -1,219 | -2.0% | -$2.71万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $130.67万 | 0.01% | 27,839 | 301 | 1.1% | $1.41万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $131.24万 | 0.01% | 8,036 | -2,332 | -22.5% | -$38.09万 | 减仓 |
| CRBN | ISHARES TR | $131.57万 | 0.01% | 5,201 | 18 | 0.3% | $4,553 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $131.63万 | 0.01% | 68,237 | -11,745 | -14.7% | -$22.66万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $131.65万 | 0.01% | 67,652 | 17,828 | 35.8% | $34.69万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $132.15万 | 0.01% | 19,242 | -1,167 | -5.7% | -$8.01万 | 减仓 |
| SAP | SAP SE | $132.55万 | 0.01% | 8,601 | 1,582 | 22.5% | $24.38万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $133.02万 | 0.01% | 31,918 | 9,816 | 44.4% | $40.91万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $133.17万 | 0.01% | 11,713 | 4,263 | 57.2% | $48.47万 | 加仓 |
| LRN | STRIDE INC | $133.60万 | 0.01% | 15,492 | -120 | -0.8% | -$1.03万 | 减仓 |
| BCPC | BALCHEM CORP | $133.81万 | 0.01% | 7,920 | 5,680 | 253.6% | $95.97万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $133.90万 | 0.01% | 41,858 | -94 | -0.2% | -$3,007 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $134.10万 | 0.01% | 29,367 | 16,808 | 133.8% | $76.75万 | 加仓 |
| TY | TRI CONTL CORP | $134.10万 | 0.01% | 38,960 | 865 | 2.3% | $2.98万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $134.23万 | 0.01% | 48,058 | 7,064 | 17.2% | $19.73万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $134.47万 | 0.01% | 30,542 | -392 | -1.3% | -$1.73万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $134.74万 | 0.01% | 12,179 | -3,442 | -22.0% | -$38.08万 | 减仓 |
| TITN | TITAN MACHY INC | $134.88万 | 0.01% | 63,866 | 2,240 | 3.6% | $4.73万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $135.03万 | 0.01% | 35,247 | -155 | -0.4% | -$5,938 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $135.17万 | 0.01% | 6,704 | -701 | -9.5% | -$14.13万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $135.56万 | 0.01% | 25,802 | 5,165 | 25.0% | $27.14万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $135.71万 | 0.01% | 31,731 | -7,754 | -19.6% | -$33.16万 | 减仓 |
| NU | NU HLDGS LTD | $135.86万 | 0.01% | 101,693 | -196,371 | -65.9% | -$262.35万 | 减仓 |
| OMDA | OMADA HEALTH INC | $136.38万 | 0.01% | 62,133 | -73,423 | -54.2% | -$161.16万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $136.56万 | 0.01% | 8,106 | -1,577 | -16.3% | -$26.57万 | 减仓 |
| TER | TERADYNE INC | $137.05万 | 0.01% | 2,833 | 892 | 46.0% | $43.15万 | 加仓 |
| CIEN | CIENA CORP | $137.11万 | 0.01% | 2,795 | 841 | 43.0% | $41.26万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $137.20万 | 0.01% | 5,362 | 1,694 | 46.2% | $43.35万 | 加仓 |
| CLX | CLOROX CO DEL | $137.24万 | 0.01% | 14,380 | 2,875 | 25.0% | $27.44万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $137.51万 | 0.01% | 68,721 | 14,408 | 26.5% | $28.83万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $137.62万 | 0.01% | 39,533 | 11,282 | 39.9% | $39.27万 | 加仓 |
| OKTA | OKTA INC | $138.43万 | 0.01% | 10,145 | -23,147 | -69.5% | -$315.84万 | 减仓 |
| SNY | SANOFI SA | $138.52万 | 0.01% | 32,471 | -50,565 | -60.9% | -$215.71万 | 减仓 |
| EFAV | ISHARES TR | $138.73万 | 0.01% | 15,817 | -5,404 | -25.5% | -$47.40万 | 减仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $139.77万 | 0.01% | 145,589 | 145,589 | — | $139.77万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $139.98万 | 0.01% | 27,420 | 5,100 | 22.8% | $26.04万 | 加仓 |
| MATX | MATSON INC | $140.42万 | 0.01% | 7,305 | 7,170 | 5,311.1% | $137.82万 | 加仓 |
| EIX | EDISON INTL | $140.79万 | 0.01% | 18,910 | 3,860 | 25.6% | $28.74万 | 加仓 |
| CXT | CRANE NXT CO | $140.90万 | 0.01% | 27,541 | 23,812 | 638.6% | $121.82万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $141.04万 | 0.01% | 140,481 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $141.16万 | 0.01% | 7,954 | -6,349 | -44.4% | -$112.68万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $141.19万 | 0.01% | 124,834 | 5,387 | 4.5% | $6.09万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $141.63万 | 0.01% | 15,220 | 2,971 | 24.3% | $27.65万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $142.70万 | 0.01% | 52,752 | -9,574 | -15.4% | -$25.90万 | 减仓 |
| UBS | UBS GROUP AG | $142.86万 | 0.01% | 28,825 | 17,913 | 164.2% | $88.78万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $143.44万 | 0.01% | 32,974 | -233 | -0.7% | -$1.01万 | 减仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $143.96万 | 0.01% | 114,983 | 21,342 | 22.8% | $26.72万 | 加仓 |
| MP | MP MATERIALS CORP | $145.69万 | 0.01% | 26,012 | 12,744 | 96.1% | $71.38万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $146.82万 | 0.01% | 10,797 | 3,283 | 43.7% | $44.64万 | 加仓 |
| AIPO | TIDAL TRUST II | $147.13万 | 0.01% | 44,037 | 40,737 | 1,234.5% | $136.10万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $147.35万 | 0.01% | 141,406 | 14,413 | 11.3% | $15.02万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $147.65万 | 0.01% | 150,507 | 13,583 | 9.9% | $13.32万 | 加仓 |
| — | PACER FDS TR | $147.80万 | 0.01% | 28,809 | 513 | 1.8% | $2.63万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $147.95万 | 0.01% | 21,098 | 1,115 | 5.6% | $7.82万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $148.07万 | 0.01% | 13,666 | -4,662 | -25.4% | -$50.51万 | 减仓 |
| — | ARES MANAGEMENT CORPORATION | $148.18万 | 0.01% | 40,432 | -5,910 | -12.8% | -$21.66万 | 减仓 |
| NDAQ | NASDAQ INC | $148.32万 | 0.01% | 18,818 | -5,595 | -22.9% | -$44.10万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $148.53万 | 0.01% | 16,715 | 2,835 | 20.4% | $25.19万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $148.87万 | 0.01% | 5,029 | 433 | 9.4% | $12.82万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $148.97万 | 0.01% | 15,170 | 835 | 5.8% | $8.20万 | 加仓 |
| SEZL | SEZZLE INC | $149.01万 | 0.01% | 8,682 | 2,770 | 46.9% | $47.54万 | 加仓 |
| ARKX | ARK ETF TR | $149.58万 | 0.01% | 43,838 | 39,131 | 831.3% | $133.52万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $149.71万 | 0.01% | 91,508 | 730 | 0.8% | $1.19万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $149.89万 | 0.01% | 10,316 | 2,246 | 27.8% | $32.63万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $150.22万 | 0.01% | 27,985 | 7,751 | 38.3% | $41.61万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $150.26万 | 0.01% | 21,751 | -2,112 | -8.9% | -$14.59万 | 减仓 |
| SIG | SIGNET JEWELERS LIMITED | $151.03万 | 0.01% | 17,521 | 17,521 | — | $151.03万 | 新建仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $151.03万 | 0.01% | 79,159 | 12,582 | 18.9% | $24.01万 | 加仓 |
| NI | NISOURCE INC | $151.42万 | 0.01% | 31,845 | 24,140 | 313.3% | $114.79万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $151.72万 | 0.01% | 4,484 | 1,613 | 56.2% | $54.58万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $151.91万 | 0.01% | 67,938 | 37,588 | 123.8% | $84.05万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $151.96万 | 0.01% | 140,182 | -84,720 | -37.7% | -$91.84万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $152.04万 | 0.01% | 146,897 | 35,648 | 32.0% | $36.90万 | 加仓 |
| — | WISDOMTREE TR | $152.12万 | 0.01% | 60,488 | -12,367 | -17.0% | -$31.10万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $152.70万 | 0.01% | 118,559 | -46 | -0.0% | -$592 | 减仓 |
| — | AVALONBAY CMNTYS INC | $153.50万 | 0.01% | 8,135 | 661 | 8.8% | $12.47万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $153.74万 | 0.01% | 31,654 | -17,377 | -35.4% | -$84.40万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $153.96万 | 0.01% | 21,536 | 136 | 0.6% | $9,723 | 加仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $154.87万 | 0.01% | 8,175 | 7,873 | 2,607.0% | $149.15万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $155.14万 | 0.01% | 49,081 | -8,996 | -15.5% | -$28.44万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $155.26万 | 0.01% | 10,616 | 1,986 | 23.0% | $29.05万 | 加仓 |
| SHAK | SHAKE SHACK INC | $155.82万 | 0.01% | 27,815 | 18,228 | 190.1% | $102.11万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $155.98万 | 0.01% | 6,428 | 1,923 | 42.7% | $46.66万 | 加仓 |
| NVT | NVENT ELEC PLC | $156.45万 | 0.01% | 9,224 | 1,658 | 21.9% | $28.12万 | 加仓 |
| DTE | DTE ENERGY CO | $156.87万 | 0.01% | 10,295 | 1,244 | 13.7% | $18.96万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $156.95万 | 0.01% | 77,069 | 41,986 | 119.7% | $85.50万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $157.31万 | 0.01% | 61,569 | 8,300 | 15.6% | $21.21万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $158.17万 | 0.01% | 128,486 | 10,556 | 9.0% | $12.99万 | 加仓 |
| PPL | PPL CORP | $158.32万 | 0.01% | 43,553 | 7,128 | 19.6% | $25.91万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $158.94万 | 0.01% | 54,881 | -8,098 | -12.9% | -$23.45万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $159.34万 | 0.01% | 59,766 | 4,721 | 8.6% | $12.59万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $160.20万 | 0.01% | 10,609 | 10,609 | — | $160.20万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $160.47万 | 0.01% | 121,336 | 70,155 | 137.1% | $92.78万 | 加仓 |
| BIZD | VANECK ETF TRUST | $160.58万 | 0.01% | 126,844 | -23,274 | -15.5% | -$29.46万 | 减仓 |
| NVR | NVR INC | $161.05万 | 0.01% | 236 | 222 | 1,585.7% | $151.50万 | 加仓 |
| EWL | ISHARES INC | $161.50万 | 0.01% | 25,696 | 5,866 | 29.6% | $36.87万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $162.17万 | 0.01% | 165,142 | 75,875 | 85.0% | $74.51万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $162.45万 | 0.01% | 19,499 | 7,369 | 60.8% | $61.39万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $162.46万 | 0.01% | 31,856 | -2,263 | -6.6% | -$11.54万 | 减仓 |