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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP | $546.65万 | 0.03% | 7,235 | 257 | 3.7% | $19.42万 | 加仓 |
| SHOP | SHOPIFY INC | $549.12万 | 0.03% | 48,093 | -742 | -1.5% | -$8.47万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $549.67万 | 0.03% | 136,428 | 14,177 | 11.6% | $57.12万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $551.14万 | 0.03% | 220,192 | 12,855 | 6.2% | $32.18万 | 加仓 |
| EMN | EASTMAN CHEM CO | $551.73万 | 0.03% | 82,372 | 28,644 | 53.3% | $191.86万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $552.79万 | 0.03% | 12,040 | 536 | 4.7% | $24.61万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $556.57万 | 0.03% | 108,351 | -359 | -0.3% | -$1.84万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $556.68万 | 0.03% | 111,114 | 84 | 0.1% | $4,208 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $556.90万 | 0.03% | 201,046 | 116,872 | 138.8% | $323.74万 | 加仓 |
| ANGL | VANECK ETF TRUST | $557.10万 | 0.03% | 190,527 | 12,744 | 7.2% | $37.26万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $557.66万 | 0.03% | 236,897 | 3,740 | 1.6% | $8.80万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $557.73万 | 0.03% | 84,852 | 84 | 0.1% | $5,521 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $559.22万 | 0.03% | 124,354 | 2,436 | 2.0% | $10.95万 | 加仓 |
| UL | UNILEVER PLC | $559.39万 | 0.03% | 93,046 | 2,593 | 2.9% | $15.59万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $560.58万 | 0.03% | 105,392 | -41,853 | -28.4% | -$222.62万 | 减仓 |
| STE | STERIS PLC | $560.86万 | 0.03% | 26,635 | -17,780 | -40.0% | -$374.40万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $562.79万 | 0.03% | 97,589 | 22,994 | 30.8% | $132.61万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $566.93万 | 0.03% | 50,933 | 1,239 | 2.5% | $13.79万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $567.07万 | 0.03% | 149,387 | 28,391 | 23.5% | $107.77万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $567.93万 | 0.03% | 146,073 | -38,025 | -20.7% | -$147.84万 | 减仓 |
| HEFA | ISHARES TR | $572.15万 | 0.03% | 121,929 | -255 | -0.2% | -$1.20万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $574.47万 | 0.03% | 134,473 | 6,535 | 5.1% | $27.92万 | 加仓 |
| VV | VANGUARD INDEX FDS | $574.72万 | 0.03% | 16,711 | 7,207 | 75.8% | $247.86万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $577.45万 | 0.03% | 274,324 | 268,836 | 4,898.6% | $565.90万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $579.85万 | 0.03% | 32,289 | 228 | 0.7% | $4.09万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $581.37万 | 0.03% | 225,239 | 52,051 | 30.1% | $134.35万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $587.57万 | 0.03% | 42,289 | 39,557 | 1,447.9% | $549.61万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $587.82万 | 0.03% | 35,937 | 4,329 | 13.7% | $70.81万 | 加仓 |
| AIQ | GLOBAL X FDS | $588.05万 | 0.03% | 89,628 | 30,798 | 52.4% | $202.07万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $588.85万 | 0.03% | 78,807 | 3,712 | 4.9% | $27.74万 | 加仓 |
| SEPI | SCM TRUST | $590.55万 | 0.03% | 212,045 | 22,322 | 11.8% | $62.17万 | 加仓 |
| CI | THE CIGNA GROUP | $592.77万 | 0.03% | 21,502 | -9,240 | -30.1% | -$254.73万 | 减仓 |
| AZN | ASTRAZENECA PLC | $595.01万 | 0.03% | 31,394 | 720 | 2.3% | $13.65万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $595.57万 | 0.03% | 38,392 | 20,178 | 110.8% | $313.02万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $597.24万 | 0.03% | 119,784 | 17,011 | 16.6% | $84.82万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $598.36万 | 0.03% | 101,641 | -339 | -0.3% | -$2.00万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $600.74万 | 0.03% | 55,660 | -3,657 | -6.2% | -$39.47万 | 减仓 |
| IDVO | AMPLIFY ETF TR | $604.77万 | 0.03% | 143,993 | 6,217 | 4.5% | $26.11万 | 加仓 |
| HSY | HERSHEY CO | $605.43万 | 0.03% | 34,507 | 4,744 | 15.9% | $83.23万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $605.50万 | 0.03% | 228,489 | 9,859 | 4.5% | $26.13万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $612.61万 | 0.03% | 180,178 | 14,285 | 8.6% | $48.57万 | 加仓 |
| DGS | WISDOMTREE TR | $613.54万 | 0.03% | 94,814 | 298 | 0.3% | $1.93万 | 加仓 |
| OUSM | ALPS ETF TR | $613.79万 | 0.03% | 129,166 | 109,357 | 552.1% | $519.66万 | 加仓 |
| ILCG | ISHARES TR | $614.34万 | 0.03% | 52,499 | -891 | -1.7% | -$10.43万 | 减仓 |
| MKL | MARKEL GROUP INC | $617.93万 | 0.03% | 3,164 | 107 | 3.5% | $20.90万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $619.09万 | 0.03% | 178,823 | -31,971 | -15.2% | -$110.68万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $622.29万 | 0.03% | 145,847 | 34,357 | 30.8% | $146.59万 | 加仓 |
| FYC | FIRST TR EXCHANGE-TRADED ALP | $622.68万 | 0.03% | 48,899 | 11,573 | 31.0% | $147.37万 | 加仓 |
| ET | ENERGY TRANSFER L P | $623.87万 | 0.03% | 326,294 | 17,801 | 5.8% | $34.04万 | 加仓 |
| CSX | CSX CORP | $625.28万 | 0.03% | 131,554 | -6,324 | -4.6% | -$30.06万 | 减仓 |
| CAIE | CALAMOS ETF TR | $627.65万 | 0.03% | 230,670 | 43,474 | 23.2% | $118.29万 | 加仓 |
| ADBE | ADOBE INC | $631.23万 | 0.03% | 30,789 | 2,144 | 7.5% | $43.96万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $633.47万 | 0.03% | 146,366 | 4,129 | 2.9% | $17.87万 | 加仓 |
| VDC | VANGUARD WORLD FD | $640.82万 | 0.03% | 28,419 | 6,735 | 31.1% | $151.87万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $645.40万 | 0.03% | 3,102 | 235 | 8.2% | $48.89万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $648.30万 | 0.03% | 31,443 | 6,813 | 27.7% | $140.47万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $651.06万 | 0.03% | 437,539 | 14,008 | 3.3% | $20.84万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $651.66万 | 0.03% | 116,848 | 2,290 | 2.0% | $12.77万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $653.46万 | 0.03% | 49,662 | 22,217 | 81.0% | $292.33万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $656.74万 | 0.03% | 132,702 | -2,135,617 | -94.1% | -$1.06亿 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $657.04万 | 0.03% | 126,829 | 126,829 | — | $657.04万 | 新建仓 |
| TFC | TRUIST FINL CORP | $658.27万 | 0.03% | 132,130 | -2,168 | -1.6% | -$10.80万 | 减仓 |
| SHLD | GLOBAL X FDS | $661.34万 | 0.03% | 110,759 | -57,579 | -34.2% | -$343.80万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $663.19万 | 0.03% | 68,996 | 5,330 | 8.4% | $51.23万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $668.65万 | 0.03% | 132,222 | 13,413 | 11.3% | $67.83万 | 加仓 |
| XPO | XPO INC | $668.75万 | 0.03% | 32,576 | 12,242 | 60.2% | $251.32万 | 加仓 |
| QDPL | PACER FDS TR | $669.46万 | 0.03% | 148,538 | 46,629 | 45.8% | $210.16万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $672.30万 | 0.03% | 56,501 | 2,025 | 3.7% | $24.10万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $673.97万 | 0.03% | 9 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $674.87万 | 0.03% | 3,405 | 2,682 | 371.0% | $531.57万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $679.54万 | 0.03% | 90,448 | -4,025 | -4.3% | -$30.24万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $680.35万 | 0.03% | 225,504 | -4,940 | -2.1% | -$14.90万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $681.47万 | 0.03% | 43,420 | 1,778 | 4.3% | $27.91万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $683.74万 | 0.03% | 215,149 | 133,167 | 162.4% | $423.20万 | 加仓 |
| IYJ | ISHARES TR | $683.89万 | 0.03% | 41,037 | 2,122 | 5.5% | $35.36万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $683.93万 | 0.03% | 68,202 | 3,780 | 5.9% | $37.91万 | 加仓 |
| TDI | TOUCHSTONE ETF TRUST | $684.43万 | 0.03% | 152,353 | 67,420 | 79.4% | $302.88万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $685.10万 | 0.03% | 74,727 | -2,588 | -3.3% | -$23.73万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $687.93万 | 0.04% | 34,290 | 669 | 2.0% | $13.42万 | 加仓 |
| IGE | ISHARES TR | $688.35万 | 0.04% | 122,526 | -73,012 | -37.3% | -$410.18万 | 减仓 |
| — | EA SERIES TRUST | $690.56万 | 0.04% | 126,825 | 10,787 | 9.3% | $58.74万 | 加仓 |
| TGT | TARGET CORP | $691.64万 | 0.04% | 52,954 | 474 | 0.9% | $6.19万 | 加仓 |
| NVS | NOVARTIS AG | $696.12万 | 0.04% | 44,418 | -1,020 | -2.2% | -$15.99万 | 减仓 |
| GWW | WW GRAINGER INC | $698.36万 | 0.04% | 5,133 | -71 | -1.4% | -$9.66万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $698.62万 | 0.04% | 94,664 | 26,194 | 38.3% | $193.31万 | 加仓 |
| ESGE | ISHARES INC | $699.50万 | 0.04% | 127,903 | 657 | 0.5% | $3.59万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $700.16万 | 0.04% | 26,449 | 383 | 1.5% | $10.14万 | 加仓 |
| PLD | PROLOGIS INC. | $701.34万 | 0.04% | 51,771 | 9,869 | 23.6% | $133.69万 | 加仓 |
| MYE | MYERS INDS INC | $703.97万 | 0.04% | 199,370 | 14,221 | 7.7% | $50.21万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $706.17万 | 0.04% | 26,265 | 4,644 | 21.5% | $124.86万 | 加仓 |
| TIP | ISHARES TR | $707.57万 | 0.04% | 64,660 | 27,628 | 74.6% | $302.33万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $708.92万 | 0.04% | 77,095 | 31,346 | 68.5% | $288.24万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $711.58万 | 0.04% | 21,555 | -1,020 | -4.5% | -$33.67万 | 减仓 |
| FDX | FEDEX CORP | $718.74万 | 0.04% | 22,953 | 6,109 | 36.3% | $191.29万 | 加仓 |
| URI | UNITED RENTALS INC | $719.87万 | 0.04% | 6,354 | 5 | 0.1% | $5,665 | 加仓 |
| GDX | VANECK ETF TRUST | $721.69万 | 0.04% | 95,652 | -5,078 | -5.0% | -$38.31万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $723.67万 | 0.04% | 56,492 | -872 | -1.5% | -$11.17万 | 减仓 |
| PGR | PROGRESSIVE CORP | $723.74万 | 0.04% | 33,131 | -4,740 | -12.5% | -$103.54万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $728.32万 | 0.04% | 9,164 | -872 | -8.7% | -$69.30万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $732.03万 | 0.04% | 243,765 | 89,231 | 57.7% | $267.96万 | 加仓 |