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 |
|---|---|---|---|---|---|---|---|---|
| DFGR | DIMENSIONAL ETF TRUST | $162.67万 | 0.01% | 56,151 | 8,576 | 18.0% | $24.84万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $162.69万 | 0.01% | 33,331 | 17,885 | 115.8% | $87.30万 | 加仓 |
| MYRG | MYR GROUP INC | $162.81万 | 0.01% | 3,254 | 3,234 | 16,170.0% | $161.81万 | 加仓 |
| — | VALKYRIE ETF TRUST II | $162.84万 | 0.01% | 25,819 | 5,360 | 26.2% | $33.81万 | 加仓 |
| OKLO | OKLO INC | $163.18万 | 0.01% | 31,182 | 6,460 | 26.1% | $33.81万 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $163.26万 | 0.01% | 30,301 | 30,301 | — | $163.26万 | 新建仓 |
| IHI | ISHARES TR | $163.60万 | 0.01% | 33,111 | -399 | -1.2% | -$1.97万 | 减仓 |
| NXT | NEXTPOWER INC | $163.69万 | 0.01% | 13,739 | 4,817 | 54.0% | $57.39万 | 加仓 |
| IDOG | ALPS ETF TR | $163.72万 | 0.01% | 39,756 | 1,712 | 4.5% | $7.05万 | 加仓 |
| SNOW | SNOWFLAKE INC | $163.82万 | 0.01% | 6,437 | -322 | -4.8% | -$8.19万 | 减仓 |
| USSG | DBX ETF TR | $164.03万 | 0.01% | 23,615 | 8 | 0.0% | $556 | 加仓 |
| ITB | ISHARES TR | $165.43万 | 0.01% | 15,834 | 392 | 2.5% | $4.10万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $165.55万 | 0.01% | 30,051 | -251 | -0.8% | -$1.38万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $165.86万 | 0.01% | 10,633 | -178 | -1.6% | -$2.78万 | 减仓 |
| B | BARRICK MNG CORP | $166.07万 | 0.01% | 45,215 | -1,938 | -4.1% | -$7.12万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $166.16万 | 0.01% | 52,850 | 300 | 0.6% | $9,432 | 加仓 |
| ULTA | ULTA BEAUTY INC | $166.58万 | 0.01% | 3,694 | -2,930 | -44.2% | -$132.13万 | 减仓 |
| BRO | BROWN & BROWN INC | $166.64万 | 0.01% | 25,976 | -6,189 | -19.2% | -$39.70万 | 减仓 |
| MLPX | GLOBAL X FDS | $166.70万 | 0.01% | 22,631 | -2,371 | -9.5% | -$17.47万 | 减仓 |
| RY | ROYAL BK CDA | $167.21万 | 0.01% | 8,079 | 2,482 | 44.3% | $51.37万 | 加仓 |
| GRMN | GARMIN LTD | $167.29万 | 0.01% | 7,043 | 1,647 | 30.5% | $39.12万 | 加仓 |
| HUBB | HUBBELL INC | $167.56万 | 0.01% | 3,203 | 1,043 | 48.3% | $54.56万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $167.72万 | 0.01% | 2,719 | 1,296 | 91.1% | $79.94万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $167.88万 | 0.01% | 17,198 | 1,129 | 7.0% | $11.02万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $168.08万 | 0.01% | 12,531 | 9,498 | 313.2% | $127.40万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $168.40万 | 0.01% | 18,051 | 16,051 | 802.5% | $149.74万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $168.42万 | 0.01% | 23,522 | 2,449 | 11.6% | $17.54万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $168.70万 | 0.01% | 36,468 | 31,587 | 647.1% | $146.12万 | 加仓 |
| — | RBB FUND TRUST | $168.87万 | 0.01% | 114,645 | 21,266 | 22.8% | $31.32万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $168.92万 | 0.01% | 143,886 | -440 | -0.3% | -$5,166 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $169.25万 | 0.01% | 53,679 | 50,551 | 1,616.1% | $159.39万 | 加仓 |
| VTR | VENTAS INC | $169.77万 | 0.01% | 19,118 | 14,451 | 309.6% | $128.32万 | 加仓 |
| WTV | WISDOMTREE TR | $169.79万 | 0.01% | 16,692 | 66 | 0.4% | $6,714 | 加仓 |
| SUSC | ISHARES TR | $170.07万 | 0.01% | 73,459 | -4,122 | -5.3% | -$9.54万 | 减仓 |
| CET | CENTRAL SECS CORP | $170.24万 | 0.01% | 32,457 | 3,066 | 10.4% | $16.08万 | 加仓 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $170.61万 | 0.01% | 51,746 | 51,251 | 10,353.7% | $168.97万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $171.14万 | 0.01% | 68,360 | -8,180 | -10.7% | -$20.48万 | 减仓 |
| — | VANECK ETF TRUST | $171.20万 | 0.01% | 19,075 | 4,396 | 29.9% | $39.45万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $172.11万 | 0.01% | 41,493 | 0 | 0.0% | — | 不变 |
| FTSD | FRANKLIN ETF TR | $172.13万 | 0.01% | 19,018 | 7,461 | 64.6% | $67.53万 | 加仓 |
| — | ISHARES TR | $172.32万 | 0.01% | 35,802 | 15,833 | 79.3% | $76.20万 | 加仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $172.50万 | 0.01% | 12,332 | 1,044 | 9.2% | $14.60万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $173.01万 | 0.01% | 15,797 | -27,804 | -63.8% | -$304.52万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $173.62万 | 0.01% | 30,981 | 333 | 1.1% | $1.87万 | 加仓 |
| SDOG | ALPS ETF TR | $173.95万 | 0.01% | 25,499 | -338 | -1.3% | -$2.31万 | 减仓 |
| MLI | MUELLER INDS INC | $175.14万 | 0.01% | 14,247 | 10,823 | 316.1% | $133.05万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $175.99万 | 0.01% | 16,024 | -370 | -2.3% | -$4.06万 | 减仓 |
| RKLB | ROCKET LAB CORP | $177.18万 | 0.01% | 17,430 | 9,579 | 122.0% | $97.37万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $177.66万 | 0.01% | 5,075 | -117 | -2.3% | -$4.10万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $177.81万 | 0.01% | 35,619 | 34,433 | 2,903.3% | $171.89万 | 加仓 |
| URA | GLOBAL X FDS | $178.38万 | 0.01% | 40,819 | 15,923 | 64.0% | $69.58万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $178.64万 | 0.01% | 17,336 | 6,219 | 55.9% | $64.09万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $179.39万 | 0.01% | 37,041 | 15,646 | 73.1% | $75.77万 | 加仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $179.39万 | 0.01% | 47,098 | 2,126 | 4.7% | $8.10万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $179.43万 | 0.01% | 41,051 | 2,527 | 6.6% | $11.05万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $179.82万 | 0.01% | 23,444 | 8,542 | 57.3% | $65.52万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $180.11万 | 0.01% | 5,461 | -683 | -11.1% | -$22.53万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $180.28万 | 0.01% | 29,902 | -13,655 | -31.3% | -$82.32万 | 减仓 |
| SHYG | ISHARES TR | $181.06万 | 0.01% | 42,694 | 6,781 | 18.9% | $28.76万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $181.16万 | 0.01% | 20,310 | 1,639 | 8.8% | $14.62万 | 加仓 |
| COKE | COCA COLA CONS INC | $181.49万 | 0.01% | 9,506 | 9,435 | 13,288.7% | $180.13万 | 加仓 |
| — | KKR & CO INC | $181.82万 | 0.01% | 45,625 | -1,526 | -3.2% | -$6.08万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $181.97万 | 0.01% | 43,802 | -1,280 | -2.8% | -$5.32万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $182.18万 | 0.01% | 12,705 | 333 | 2.7% | $4.77万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP | $182.56万 | 0.01% | 21,083 | 19,490 | 1,223.5% | $168.76万 | 加仓 |
| CRMD | CORMEDIX INC | $182.60万 | 0.01% | 232,615 | 3,150 | 1.4% | $2.47万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $184.77万 | 0.01% | 35,684 | 553 | 1.6% | $2.86万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $184.96万 | 0.01% | 25,579 | -877 | -3.3% | -$6.34万 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $185.12万 | 0.01% | 33,987 | -707 | -2.0% | -$3.85万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $185.22万 | 0.01% | 146,071 | -6,491 | -4.3% | -$8.23万 | 减仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $185.96万 | 0.01% | 116,008 | 115,030 | 11,761.8% | $184.39万 | 加仓 |
| ESLT | ELBIT SYS LTD | $186.10万 | 0.01% | 2,453 | 1,018 | 70.9% | $77.23万 | 加仓 |
| VFH | VANGUARD WORLD FD | $186.16万 | 0.01% | 14,146 | -81 | -0.6% | -$1.07万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $186.42万 | 0.01% | 115,358 | 5,886 | 5.4% | $9.51万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $186.95万 | 0.01% | 21,550 | 21,550 | — | $186.95万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $187.10万 | 0.01% | 32,399 | -1,205 | -3.6% | -$6.96万 | 减仓 |
| HACK | AMPLIFY ETF TR | $187.75万 | 0.01% | 17,893 | -1,284 | -6.7% | -$13.47万 | 减仓 |
| QQQI | NEOS ETF TRUST | $187.95万 | 0.01% | 33,095 | 14,268 | 75.8% | $81.03万 | 加仓 |
| VPU | VANGUARD WORLD FD | $188.08万 | 0.01% | 9,609 | -27 | -0.3% | -$5,285 | 减仓 |
| IDGT | ISHARES TR | $188.40万 | 0.01% | 15,734 | 7,233 | 85.1% | $86.61万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $188.92万 | 0.01% | 50,737 | -484 | -0.9% | -$1.80万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED | $189.37万 | 0.01% | 37,352 | 24,156 | 183.1% | $122.47万 | 加仓 |
| SYM | SYMBOTIC INC | $189.65万 | 0.01% | 42,192 | 3,375 | 8.7% | $15.17万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $189.69万 | 0.01% | 25,305 | 1,583 | 6.7% | $11.87万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $189.91万 | 0.01% | 75,573 | -14,763 | -16.3% | -$37.10万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $189.98万 | 0.01% | 7,600 | -306 | -3.9% | -$7.65万 | 减仓 |
| ESML | ISHARES TR | $190.70万 | 0.01% | 34,096 | -708 | -2.0% | -$3.96万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $190.95万 | 0.01% | 19,435 | -590 | -2.9% | -$5.80万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $190.99万 | 0.01% | 114,434 | 114,434 | — | $190.99万 | 新建仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $192.13万 | 0.01% | 34,882 | -1,814 | -4.9% | -$9.99万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $192.20万 | 0.01% | 12,667 | -813 | -6.0% | -$12.34万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $192.70万 | 0.01% | 11,326 | -6,695 | -37.2% | -$113.91万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $193.44万 | 0.01% | 44,841 | 14,898 | 49.8% | $64.27万 | 加仓 |
| SPXU | PROSHARES TR | $193.74万 | 0.01% | 52,263 | 52,263 | — | $193.74万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $193.81万 | 0.01% | 5,466 | -1,147 | -17.3% | -$40.67万 | 减仓 |
| DOV | DOVER CORP | $193.97万 | 0.01% | 8,648 | -458 | -5.0% | -$10.27万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $194.04万 | 0.01% | 20,406 | 4,184 | 25.8% | $39.79万 | 加仓 |
| IREN | IREN LIMITED | $194.58万 | 0.01% | 42,549 | 14,837 | 53.5% | $67.85万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $194.81万 | 0.01% | 20,108 | -1,101 | -5.2% | -$10.67万 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $195.09万 | 0.01% | 31,992 | -1,084 | -3.3% | -$6.61万 | 减仓 |