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 |
|---|---|---|---|---|---|---|---|---|
| EL | LAUDER ESTEE COS INC | $317.49万 | 0.02% | 40,214 | -28,174 | -41.2% | -$222.43万 | 减仓 |
| IWB | ISHARES TR | $317.61万 | 0.02% | 7,756 | 1,340 | 20.9% | $54.87万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $319.06万 | 0.02% | 69,528 | 0 | 0.0% | — | 不变 |
| DBEF | DBX ETF TR | $319.22万 | 0.02% | 58,434 | -869 | -1.5% | -$4.75万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $321.00万 | 0.02% | 5,148 | 528 | 11.4% | $32.92万 | 加仓 |
| POWR | ISHARES INC | $321.13万 | 0.02% | 114,855 | 9,235 | 8.7% | $25.82万 | 加仓 |
| IGV | ISHARES TR | $321.79万 | 0.02% | 35,518 | 14,232 | 66.9% | $128.94万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $324.21万 | 0.02% | 41,613 | -243,851 | -85.4% | -$1,899.86万 | 减仓 |
| GXC | SPDR INDEX SHS FDS | $325.34万 | 0.02% | 37,603 | -34,361 | -47.7% | -$297.29万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $325.36万 | 0.02% | 248,369 | 21,557 | 9.5% | $28.24万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $325.77万 | 0.02% | 13,713 | -395 | -2.8% | -$9.38万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $326.13万 | 0.02% | 40,184 | -2,148 | -5.1% | -$17.43万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $326.41万 | 0.02% | 78,996 | -42,984 | -35.2% | -$177.61万 | 减仓 |
| CBRE | CBRE GROUP INC | $326.74万 | 0.02% | 24,259 | -2,906 | -10.7% | -$39.14万 | 减仓 |
| EWG | ISHARES INC | $327.41万 | 0.02% | 79,142 | -1,404 | -1.7% | -$5.81万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $327.71万 | 0.02% | 98,440 | -48,778 | -33.1% | -$162.38万 | 减仓 |
| VAW | VANGUARD WORLD FD | $328.95万 | 0.02% | 14,378 | -130 | -0.9% | -$2.97万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $330.57万 | 0.02% | 36,690 | 1,933 | 5.6% | $17.42万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $332.13万 | 0.02% | 324,985 | 4,674 | 1.5% | $4.78万 | 加仓 |
| CMDT | PIMCO ETF TR | $332.40万 | 0.02% | 108,378 | 24,915 | 29.9% | $76.41万 | 加仓 |
| SF | STIFEL FINL CORP | $334.57万 | 0.02% | 47,953 | 9,146 | 23.6% | $63.81万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $334.96万 | 0.02% | 278,437 | 55,595 | 24.9% | $66.88万 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $335.02万 | 0.02% | 57,132 | 56,989 | 39,852.4% | $334.18万 | 加仓 |
| SUSA | ISHARES TR | $335.67万 | 0.02% | 21,755 | -519 | -2.3% | -$8.01万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $336.86万 | 0.02% | 69,758 | 1,391 | 2.0% | $6.72万 | 加仓 |
| — | ISHARES TR | $337.17万 | 0.02% | 74,825 | -682 | -0.9% | -$3.07万 | 减仓 |
| KGC | KINROSS GOLD CORP | $337.68万 | 0.02% | 142,963 | 83,319 | 139.7% | $196.80万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $338.55万 | 0.02% | 10,683 | 2,191 | 25.8% | $69.43万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $338.88万 | 0.02% | 33,834 | 2,558 | 8.2% | $25.62万 | 加仓 |
| USB | US BANCORP | $341.24万 | 0.02% | 56,496 | -6,130 | -9.8% | -$37.03万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $342.84万 | 0.02% | 46,741 | 2,706 | 6.1% | $19.85万 | 加仓 |
| BOND | PIMCO ETF TR | $342.90万 | 0.02% | 37,187 | 11,246 | 43.4% | $103.70万 | 加仓 |
| PWRD | TCW ETF TRUST | $343.01万 | 0.02% | 27,896 | 4,958 | 21.6% | $60.96万 | 加仓 |
| PCAR | PACCAR INC | $345.81万 | 0.02% | 28,789 | -1,064 | -3.6% | -$12.78万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $347.81万 | 0.02% | 2,611 | 32 | 1.2% | $4.26万 | 加仓 |
| UTES | ETFIS SER TR I | $348.72万 | 0.02% | 42,662 | 9,766 | 29.7% | $79.83万 | 加仓 |
| KKR | KKR & CO INC | $348.74万 | 0.02% | 37,997 | -7,795 | -17.0% | -$71.54万 | 减仓 |
| DES | WISDOMTREE TR | $350.29万 | 0.02% | 86,110 | -6,251 | -6.8% | -$25.43万 | 减仓 |
| WY | WEYERHAEUSER CO | $352.07万 | 0.02% | 147,063 | 108,213 | 278.5% | $259.06万 | 加仓 |
| FGD | FIRST TR EXCHANGE-TRADED FD | $353.14万 | 0.02% | 110,391 | -3,082 | -2.7% | -$9.86万 | 减仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $353.24万 | 0.02% | 104,551 | -2,028 | -1.9% | -$6.85万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $354.64万 | 0.02% | 21,278 | -9,783 | -31.5% | -$163.05万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $355.18万 | 0.02% | 105,066 | -1,548 | -1.5% | -$5.23万 | 减仓 |
| TMSL | T ROWE PRICE EXCHANGE-TRADED | $355.24万 | 0.02% | 81,013 | 2,023 | 2.6% | $8.87万 | 加仓 |
| — | PGIM ETF TR | $356.87万 | 0.02% | 84,708 | 2,010 | 2.4% | $8.47万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $356.98万 | 0.02% | 27,161 | 951 | 3.6% | $12.50万 | 加仓 |
| XME | SPDR SERIES TRUST | $358.09万 | 0.02% | 33,489 | 1,197 | 3.7% | $12.80万 | 加仓 |
| EAGG | ISHARES TR | $359.76万 | 0.02% | 75,884 | 12,560 | 19.8% | $59.55万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $361.40万 | 0.02% | 32,923 | -30,403 | -48.0% | -$333.73万 | 减仓 |
| BN | BROOKFIELD CORP | $361.49万 | 0.02% | 84,875 | 8,999 | 11.9% | $38.33万 | 加仓 |
| IYZ | ISHARES TR | $363.04万 | 0.02% | 85,806 | 23,350 | 37.4% | $98.79万 | 加仓 |
| ICSH | ISHARES TR | $363.27万 | 0.02% | 71,820 | -7,608 | -9.6% | -$38.48万 | 减仓 |
| XOP | SPDR SERIES TRUST | $364.64万 | 0.02% | 23,638 | 5,267 | 28.7% | $81.25万 | 加仓 |
| ROST | ROSS STORES INC | $364.88万 | 0.02% | 17,142 | 8,024 | 88.0% | $170.80万 | 加仓 |
| PULS | PGIM ETF TR | $365.72万 | 0.02% | 73,809 | 6,447 | 9.6% | $31.94万 | 加仓 |
| — | PROSHARES TR | $367.52万 | 0.02% | 78,262 | 1,589 | 2.1% | $7.46万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $367.92万 | 0.02% | 52,507 | 28,779 | 121.3% | $201.66万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $368.11万 | 0.02% | 38,809 | 1,453 | 3.9% | $13.78万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $368.80万 | 0.02% | 60,668 | 1,074 | 1.8% | $6.53万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $368.95万 | 0.02% | 4,869 | -496 | -9.2% | -$37.58万 | 减仓 |
| IAGG | ISHARES TR | $370.53万 | 0.02% | 73,228 | -18,137 | -19.9% | -$91.77万 | 减仓 |
| SCZ | ISHARES TR | $371.12万 | 0.02% | 45,110 | 9,144 | 25.4% | $75.23万 | 加仓 |
| TRFK | PACER FDS TR | $371.98万 | 0.02% | 34,862 | 5,730 | 19.7% | $61.14万 | 加仓 |
| EME | EMCOR GROUP INC | $372.88万 | 0.02% | 4,493 | -862 | -16.1% | -$71.54万 | 减仓 |
| MUNI | PIMCO ETF TR | $373.13万 | 0.02% | 70,937 | 2,116 | 3.1% | $11.13万 | 加仓 |
| ENB | ENBRIDGE INC | $373.31万 | 0.02% | 68,863 | 4,866 | 7.6% | $26.38万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $374.48万 | 0.02% | 76,636 | 23,966 | 45.5% | $117.11万 | 加仓 |
| DSI | ISHARES TR | $375.86万 | 0.02% | 26,397 | -92 | -0.3% | -$1.31万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $377.44万 | 0.02% | 74,512 | -1,115 | -1.5% | -$5.65万 | 减仓 |
| EVR | EVERCORE INC | $378.22万 | 0.02% | 11,077 | 9,562 | 631.2% | $326.49万 | 加仓 |
| DHR | DANAHER CORP DEL | $378.41万 | 0.02% | 19,866 | -611 | -3.0% | -$11.64万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $378.96万 | 0.02% | 211,356 | 178,838 | 550.0% | $320.66万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $379.30万 | 0.02% | 126,390 | 12,584 | 11.1% | $37.76万 | 加仓 |
| TOL | TOLL BROTHERS INC | $381.50万 | 0.02% | 23,156 | 9,918 | 74.9% | $163.40万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $381.72万 | 0.02% | 94,461 | -43,673 | -31.6% | -$176.48万 | 减仓 |
| HROW | HARROW INC | $383.30万 | 0.02% | 90,251 | -378 | -0.4% | -$1.61万 | 减仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $385.35万 | 0.02% | 76,297 | -64,610 | -45.9% | -$326.32万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $386.82万 | 0.02% | 12,182 | 5,247 | 75.7% | $166.61万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $389.28万 | 0.02% | 19,700 | 852 | 4.5% | $16.84万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $389.61万 | 0.02% | 163,360 | 36,083 | 28.3% | $86.06万 | 加仓 |
| MET | METLIFE INC | $389.91万 | 0.02% | 46,083 | -1,417 | -3.0% | -$11.99万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $391.83万 | 0.02% | 11,380 | -1,006 | -8.1% | -$34.64万 | 减仓 |
| IXN | ISHARES TR | $394.50万 | 0.02% | 27,305 | 204 | 0.8% | $2.95万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $396.83万 | 0.02% | 52,981 | -2,521 | -4.5% | -$18.88万 | 减仓 |
| EEMV | ISHARES INC | $398.33万 | 0.02% | 52,913 | -1,354 | -2.5% | -$10.19万 | 减仓 |
| IWY | ISHARES TR | $399.11万 | 0.02% | 13,733 | 2,288 | 20.0% | $66.49万 | 加仓 |
| YUM | YUM BRANDS INC | $400.02万 | 0.02% | 25,023 | 2,500 | 11.1% | $39.97万 | 加仓 |
| ADSK | AUTODESK INC | $401.11万 | 0.02% | 20,631 | -1,271 | -5.8% | -$24.71万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $401.22万 | 0.02% | 41,582 | 2,524 | 6.5% | $24.35万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $404.91万 | 0.02% | 9,252 | 3,174 | 52.2% | $138.91万 | 加仓 |
| SHEL | SHELL PLC | $405.94万 | 0.02% | 52,352 | 16,454 | 45.8% | $127.58万 | 加仓 |
| CSL | CARLISLE COS INC | $406.33万 | 0.02% | 11,201 | 2,057 | 22.5% | $74.62万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $407.43万 | 0.02% | 100,389 | -199,120 | -66.5% | -$808.13万 | 减仓 |
| QGRO | AMERICAN CENTY ETF TR | $408.29万 | 0.02% | 34,586 | 2,372 | 7.4% | $28.00万 | 加仓 |
| HODL | VANECK BITCOIN ETF | $408.63万 | 0.02% | 246,017 | 48,596 | 24.6% | $80.72万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $408.94万 | 0.02% | 17,813 | 10,718 | 151.1% | $246.06万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $410.16万 | 0.02% | 428,587 | 24,768 | 6.1% | $23.70万 | 加仓 |
| AMRZ | AMRIZE LTD | $410.84万 | 0.02% | 77,081 | -260 | -0.3% | -$1.39万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $413.43万 | 0.02% | 120,638 | 2,485 | 2.1% | $8.52万 | 加仓 |
| CCJ | CAMECO CORP | $414.72万 | 0.02% | 40,715 | 11,498 | 39.4% | $117.12万 | 加仓 |