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 |
|---|---|---|---|---|---|---|---|---|
| HYG | ISHARES TR | $243.21万 | 0.01% | 30,413 | -985 | -3.1% | -$7.88万 | 减仓 |
| CLS | CELESTICA INC | $243.43万 | 0.01% | 6,673 | 1,607 | 31.7% | $58.62万 | 加仓 |
| APA | APA CORPORATION | $244.20万 | 0.01% | 74,976 | -441,390 | -85.5% | -$1,437.61万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $246.25万 | 0.01% | 7,452 | 763 | 11.4% | $25.21万 | 加仓 |
| GCOW | PACER FDS TR | $246.84万 | 0.01% | 57,008 | -220,626 | -79.5% | -$955.31万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $248.34万 | 0.01% | 56,402 | 2,369 | 4.4% | $10.43万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $248.90万 | 0.01% | 121,061 | -2,393 | -1.9% | -$4.92万 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $249.92万 | 0.01% | 61,587 | 3,057 | 5.2% | $12.41万 | 加仓 |
| MGMT | UNIFIED SER TR | $250.46万 | 0.01% | 49,148 | -165 | -0.3% | -$8,408 | 减仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $250.55万 | 0.01% | 20,470 | -148 | -0.7% | -$1.81万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $250.85万 | 0.01% | 96,704 | 3,274 | 3.5% | $8.49万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $251.26万 | 0.01% | 70,558 | -1,300 | -1.8% | -$4.63万 | 减仓 |
| IOO | ISHARES TR | $251.43万 | 0.01% | 18,407 | -414 | -2.2% | -$5.66万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $253.63万 | 0.01% | 32,008 | 9,776 | 44.0% | $77.47万 | 加仓 |
| — | PARNASSUS INCOME FDS | $254.18万 | 0.01% | 88,274 | 52,024 | 143.5% | $149.80万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $254.25万 | 0.01% | 42,171 | -1,325 | -3.0% | -$7.99万 | 减仓 |
| SUB | ISHARES TR | $254.33万 | 0.01% | 23,888 | 629 | 2.7% | $6.70万 | 加仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $255.83万 | 0.01% | 136,587 | 6,891 | 5.3% | $12.91万 | 加仓 |
| ICOP | ISHARES TR | $255.88万 | 0.01% | 51,976 | -811 | -1.5% | -$3.99万 | 减仓 |
| SUI | SUN CMNTYS INC | $256.93万 | 0.01% | 21,427 | 497 | 2.4% | $5.96万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $257.36万 | 0.01% | 45,112 | -2 | -0.0% | -$114 | 减仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $258.54万 | 0.01% | 43,126 | 186 | 0.4% | $1.12万 | 加仓 |
| CATH | GLOBAL X FDS | $258.83万 | 0.01% | 29,246 | 818 | 2.9% | $7.24万 | 加仓 |
| IONQ | IONQ INC | $259.09万 | 0.01% | 48,646 | -184 | -0.4% | -$9,800 | 减仓 |
| HQY | HEALTHEQUITY INC | $259.77万 | 0.01% | 28,761 | 19,166 | 199.7% | $173.11万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $260.20万 | 0.01% | 39,217 | -24 | -0.1% | -$1,592 | 减仓 |
| FNV | FRANCO NEV CORP | $260.21万 | 0.01% | 12,484 | 8,647 | 225.4% | $180.24万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $260.47万 | 0.01% | 46,970 | 1,372 | 3.0% | $7.61万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $260.81万 | 0.01% | 33,001 | 2,343 | 7.6% | $18.52万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $262.06万 | 0.01% | 15,039 | -956 | -6.0% | -$16.66万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $262.81万 | 0.01% | 274,328 | 261,882 | 2,104.1% | $250.88万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $262.82万 | 0.01% | 45,405 | -7,533 | -14.2% | -$43.60万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $264.23万 | 0.01% | 110,976 | 103 | 0.1% | $2,452 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $264.72万 | 0.01% | 45,259 | -550 | -1.2% | -$3.22万 | 减仓 |
| — | LMP CAP & INCOME FD INC | $265.79万 | 0.01% | 169,835 | -80,925 | -32.3% | -$126.65万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $266.60万 | 0.01% | 14,560 | -1,529 | -9.5% | -$28.00万 | 减仓 |
| USXF | ISHARES TR | $267.41万 | 0.01% | 38,504 | 2,836 | 8.0% | $19.70万 | 加仓 |
| INFL | LISTED FDS TR | $268.43万 | 0.01% | 53,815 | -303 | -0.6% | -$1.51万 | 减仓 |
| WINN | HARBOR ETF TRUST | $270.06万 | 0.01% | 83,171 | -3,192 | -3.7% | -$10.36万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $271.16万 | 0.01% | 46,591 | 6,100 | 15.1% | $35.50万 | 加仓 |
| INTU | INTUIT | $271.49万 | 0.01% | 10,402 | -1,123 | -9.7% | -$29.31万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $271.65万 | 0.01% | 19,836 | 2,362 | 13.5% | $32.35万 | 加仓 |
| IYM | ISHARES TR | $272.04万 | 0.01% | 15,153 | 59 | 0.4% | $1.06万 | 加仓 |
| MPLX | MPLX LP | $272.55万 | 0.01% | 48,385 | 2,369 | 5.1% | $13.34万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $272.90万 | 0.01% | 1,191,705 | 227,928 | 23.6% | $52.20万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $273.60万 | 0.01% | 127,851 | 127,851 | — | $273.60万 | 新建仓 |
| TSEC | TOUCHSTONE ETF TRUST | $274.97万 | 0.01% | 106,514 | 41,802 | 64.6% | $107.91万 | 加仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $277.08万 | 0.01% | 140,937 | 6,146 | 4.6% | $12.08万 | 加仓 |
| IYY | ISHARES TR | $277.52万 | 0.01% | 15,225 | -307 | -2.0% | -$5.60万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $277.93万 | 0.01% | 46,711 | -1,606 | -3.3% | -$9.56万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $278.22万 | 0.01% | 60,155 | -6,875 | -10.3% | -$31.80万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $279.52万 | 0.01% | 174,918 | 24,798 | 16.5% | $39.63万 | 加仓 |
| APP | APPLOVIN CORP | $279.56万 | 0.01% | 5,426 | 389 | 7.7% | $20.04万 | 加仓 |
| XRT | SPDR SERIES TRUST | $279.62万 | 0.01% | 31,869 | 666 | 2.1% | $5.84万 | 加仓 |
| IYC | ISHARES TR | $280.26万 | 0.01% | 27,721 | -28,549 | -50.7% | -$288.63万 | 减仓 |
| — | HARBOR ETF TRUST | $282.09万 | 0.01% | 68,980 | 298 | 0.4% | $1.22万 | 加仓 |
| PPG | PPG INDS INC | $282.73万 | 0.01% | 23,310 | 1,690 | 7.8% | $20.50万 | 加仓 |
| PSA | PUBLIC STORAGE | $285.20万 | 0.01% | 8,960 | -5,491 | -38.0% | -$174.78万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $285.92万 | 0.01% | 44,502 | 11,448 | 34.6% | $73.55万 | 加仓 |
| TLN | TALEN ENERGY CORP | $286.70万 | 0.01% | 7,461 | 431 | 6.1% | $16.56万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $287.01万 | 0.01% | 68,700 | 35,377 | 106.2% | $147.79万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $287.58万 | 0.01% | 138,326 | 132,425 | 2,244.1% | $275.31万 | 加仓 |
| HAL | HALLIBURTON CO | $288.12万 | 0.01% | 84,867 | 10,967 | 14.8% | $37.23万 | 加仓 |
| JNK | SPDR SERIES TRUST | $288.44万 | 0.01% | 29,930 | -3,402 | -10.2% | -$32.79万 | 减仓 |
| NVO | NOVO-NORDISK A S | $288.57万 | 0.01% | 60,194 | -17,332 | -22.4% | -$83.09万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $288.78万 | 0.01% | 64,046 | 1,485 | 2.4% | $6.70万 | 加仓 |
| ARKW | ARK ETF TR | $289.15万 | 0.01% | 19,961 | -508 | -2.5% | -$7.36万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $289.31万 | 0.01% | 86,259 | -3,693 | -4.1% | -$12.39万 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $290.83万 | 0.01% | 63,569 | 21,334 | 50.5% | $97.60万 | 加仓 |
| EMXC | ISHARES INC | $291.48万 | 0.01% | 28,492 | 2,124 | 8.1% | $21.73万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $291.84万 | 0.01% | 138,183 | -4,758 | -3.3% | -$10.05万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $291.89万 | 0.01% | 24,038 | 5,601 | 30.4% | $68.01万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $293.68万 | 0.01% | 22,161 | 2,531 | 12.9% | $33.54万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $293.92万 | 0.02% | 73,242 | 1,246 | 1.7% | $5.00万 | 加仓 |
| MGC | VANGUARD WORLD FD | $294.16万 | 0.02% | 10,750 | -1,191 | -10.0% | -$32.59万 | 减仓 |
| WWD | WOODWARD INC | $294.45万 | 0.02% | 6,921 | -433 | -5.9% | -$18.42万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $298.00万 | 0.02% | 84,974 | 37,681 | 79.7% | $132.15万 | 加仓 |
| FTI | TECHNIPFMC PLC | $299.67万 | 0.02% | 45,199 | -10,953 | -19.5% | -$72.62万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $300.82万 | 0.02% | 70,170 | 8,876 | 14.5% | $38.05万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $301.50万 | 0.02% | 81,841 | -1,034 | -1.2% | -$3.81万 | 减仓 |
| EOG | EOG RES INC | $301.93万 | 0.02% | 23,274 | -107,632 | -82.2% | -$1,396.29万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $302.35万 | 0.02% | 383,696 | 32,074 | 9.1% | $25.27万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $305.72万 | 0.02% | 40,396 | -144 | -0.4% | -$1.09万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $306.82万 | 0.02% | 15,241 | 13,267 | 672.1% | $267.08万 | 加仓 |
| XYL | XYLEM INC | $306.94万 | 0.02% | 25,966 | -1,616 | -5.9% | -$19.10万 | 减仓 |
| QGRW | WISDOMTREE TR | $307.74万 | 0.02% | 46,606 | 38,386 | 467.0% | $253.46万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $308.59万 | 0.02% | 166,357 | 1,510 | 0.9% | $2.80万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $309.21万 | 0.02% | 76,028 | -882 | -1.1% | -$3.59万 | 减仓 |
| CPER | UNITED STS COMMODITY INDEX F | $309.73万 | 0.02% | 82,092 | 5,769 | 7.6% | $21.77万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $310.43万 | 0.02% | 13,492 | 7,522 | 126.0% | $173.07万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $310.64万 | 0.02% | 13,089 | 1,593 | 13.9% | $37.81万 | 加仓 |
| IUSV | ISHARES TR | $312.43万 | 0.02% | 28,364 | 747 | 2.7% | $8.23万 | 加仓 |
| BP | BP PLC | $312.67万 | 0.02% | 84,620 | -93,623 | -52.5% | -$345.94万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $312.74万 | 0.02% | 215,086 | 3,040 | 1.4% | $4.42万 | 加仓 |
| AON | AON PLC | $313.40万 | 0.02% | 9,449 | -1,124 | -10.6% | -$37.28万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $314.78万 | 0.02% | 55,012 | 19,985 | 57.1% | $114.35万 | 加仓 |
| DVYE | ISHARES INC | $315.74万 | 0.02% | 97,963 | 1,785 | 1.9% | $5.75万 | 加仓 |
| AVT | AVNET INC | $315.85万 | 0.02% | 35,561 | 26,684 | 300.6% | $237.01万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $316.89万 | 0.02% | 14,872 | -5,731 | -27.8% | -$122.11万 | 减仓 |
| ARTY | ISHARES TR | $317.35万 | 0.02% | 41,668 | 6,129 | 17.2% | $46.68万 | 加仓 |