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 |
|---|---|---|---|---|---|---|---|---|
| FSMD | FIDELITY COVINGTON TRUST | $1,062.13万 | 0.05% | 200,971 | -1,812 | -0.9% | -$9.58万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,067.16万 | 0.05% | 325,155 | 98,250 | 43.3% | $322.46万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,069.42万 | 0.05% | 223,962 | -25,582 | -10.3% | -$122.15万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,071.38万 | 0.05% | 121,873 | -25,147 | -17.1% | -$221.07万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,071.72万 | 0.05% | 60,669 | -1,125 | -1.8% | -$19.87万 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $1,074.64万 | 0.05% | 365,524 | 6,833 | 1.9% | $20.09万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1,074.88万 | 0.05% | 211,966 | 4,264 | 2.1% | $21.62万 | 加仓 |
| EZM | WISDOMTREE TR | $1,075.74万 | 0.05% | 141,949 | 37,452 | 35.8% | $283.83万 | 加仓 |
| MINT | PIMCO ETF TR | $1,083.59万 | 0.06% | 107,489 | 7,222 | 7.2% | $72.80万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $1,088.25万 | 0.06% | 214,983 | 34,559 | 19.2% | $174.94万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,092.27万 | 0.06% | 27,466 | -3,193 | -10.4% | -$126.98万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,094.93万 | 0.06% | 37,394 | 12,371 | 49.4% | $362.23万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,117.93万 | 0.06% | 50,159 | -2,441 | -4.6% | -$54.40万 | 减仓 |
| CMF | ISHARES TR | $1,118.48万 | 0.06% | 194,046 | -164,744 | -45.9% | -$949.58万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,120.05万 | 0.06% | 124,658 | 2,150 | 1.8% | $19.32万 | 加仓 |
| AZO | AUTOZONE INC | $1,122.83万 | 0.06% | 3,513 | -865 | -19.8% | -$276.47万 | 减仓 |
| CTRE | CARETRUST REIT INC | $1,122.87万 | 0.06% | 278,282 | 14,414 | 5.5% | $58.16万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,124.52万 | 0.06% | 305,908 | 2,879 | 1.0% | $10.58万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,135.30万 | 0.06% | 403,016 | 1,056 | 0.3% | $2.97万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,140.81万 | 0.06% | 30,784 | 8,025 | 35.3% | $297.39万 | 加仓 |
| PTNQ | PACER FDS TR | $1,145.55万 | 0.06% | 129,221 | -7,420 | -5.4% | -$65.78万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,148.02万 | 0.06% | 227,376 | 30,990 | 15.8% | $156.47万 | 加仓 |
| NOW | SERVICENOW INC | $1,149.28万 | 0.06% | 115,761 | -7,800 | -6.3% | -$77.44万 | 减仓 |
| IDV | ISHARES TR | $1,159.04万 | 0.06% | 279,758 | -7,534 | -2.6% | -$31.21万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,163.34万 | 0.06% | 108,591 | 6,164 | 6.0% | $66.04万 | 加仓 |
| IJT | ISHARES TR | $1,179.74万 | 0.06% | 66,055 | -2,302 | -3.4% | -$41.11万 | 减仓 |
| SMIZ | ZACKS TRUST | $1,187.17万 | 0.06% | 266,062 | 266,022 | 665,055.0% | $1,186.99万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,196.72万 | 0.06% | 128,156 | 11,116 | 9.5% | $103.80万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,197.52万 | 0.06% | 8,663 | 3,408 | 64.9% | $471.10万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,198.31万 | 0.06% | 116,093 | 76,515 | 193.3% | $789.79万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,200.62万 | 0.06% | 224,541 | -14,056 | -5.9% | -$75.16万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1,202.20万 | 0.06% | 32,031 | -626 | -1.9% | -$23.50万 | 减仓 |
| SPYI | NEOS ETF TRUST | $1,215.27万 | 0.06% | 228,907 | 25,481 | 12.5% | $135.28万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,215.29万 | 0.06% | 360,246 | 63,238 | 21.3% | $213.33万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,217.73万 | 0.06% | 244,622 | 191,333 | 359.0% | $952.46万 | 加仓 |
| VST | VISTRA CORP | $1,221.94万 | 0.06% | 77,031 | -485 | -0.6% | -$7.69万 | 减仓 |
| IGIB | ISHARES TR | $1,229.82万 | 0.06% | 231,299 | 4,680 | 2.1% | $24.88万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $1,231.58万 | 0.06% | 80,275 | 2,169 | 2.8% | $33.28万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $1,243.58万 | 0.06% | 212,797 | 212,797 | — | $1,243.58万 | 新建仓 |
| PFE | PFIZER INC | $1,253.66万 | 0.06% | 520,623 | 48,104 | 10.2% | $115.83万 | 加仓 |
| JBL | JABIL INC | $1,256.60万 | 0.06% | 32,598 | -12,343 | -27.5% | -$475.80万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,260.46万 | 0.06% | 32,593 | 68 | 0.2% | $2.63万 | 加仓 |
| EFG | ISHARES TR | $1,273.94万 | 0.07% | 102,391 | 3,717 | 3.8% | $46.25万 | 加仓 |
| IYW | ISHARES TR | $1,280.05万 | 0.07% | 50,749 | -5,970 | -10.5% | -$150.58万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,284.20万 | 0.07% | 43,110 | 3,756 | 9.5% | $111.89万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $1,290.58万 | 0.07% | 385,364 | -351,254 | -47.7% | -$1,176.35万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,308.70万 | 0.07% | 26,103 | 496 | 1.9% | $24.87万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,334.05万 | 0.07% | 365,194 | -9,441 | -2.5% | -$34.49万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,336.65万 | 0.07% | 315,769 | 8,906 | 2.9% | $37.70万 | 加仓 |
| PFFD | GLOBAL X FDS | $1,343.10万 | 0.07% | 718,622 | 33,165 | 4.8% | $61.99万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1,343.78万 | 0.07% | 517,836 | -843,418 | -62.0% | -$2,188.67万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $1,345.80万 | 0.07% | 24,006 | 3,294 | 15.9% | $184.66万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,349.07万 | 0.07% | 172,449 | -71,870 | -29.4% | -$562.24万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,352.15万 | 0.07% | 60,377 | -11,987 | -16.6% | -$268.45万 | 减仓 |
| MO | ALTRIA GROUP INC | $1,353.14万 | 0.07% | 188,067 | 16,149 | 9.4% | $116.19万 | 加仓 |
| COR | CENCORA INC | $1,360.64万 | 0.07% | 48,083 | -2,649 | -5.2% | -$74.96万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,369.95万 | 0.07% | 351,178 | 12,932 | 3.8% | $50.45万 | 加仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,370.23万 | 0.07% | 344,712 | -5,886 | -1.7% | -$23.40万 | 减仓 |
| IEF | ISHARES TR | $1,374.65万 | 0.07% | 145,358 | -38,553 | -21.0% | -$364.60万 | 减仓 |
| GFF | GRIFFON CORP | $1,399.78万 | 0.07% | 143,523 | -2,778 | -1.9% | -$27.09万 | 减仓 |
| DE | DEERE & CO | $1,407.21万 | 0.07% | 22,184 | 1,592 | 7.7% | $100.99万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,413.54万 | 0.07% | 32,762 | 5,045 | 18.2% | $217.67万 | 加仓 |
| AFL | AFLAC INC | $1,418.55万 | 0.07% | 120,985 | -21,617 | -15.2% | -$253.46万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,420.08万 | 0.07% | 138,965 | -5,922 | -4.1% | -$60.52万 | 减仓 |
| IDEV | ISHARES TR | $1,426.88万 | 0.07% | 160,305 | 3,164 | 2.0% | $28.16万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1,428.36万 | 0.07% | 98,774 | 23,186 | 30.7% | $335.29万 | 加仓 |
| ITA | ISHARES TR | $1,440.49万 | 0.07% | 59,421 | -16,398 | -21.6% | -$397.52万 | 减仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,446.20万 | 0.07% | 552,406 | 17,017 | 3.2% | $44.55万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,458.65万 | 0.07% | 118,484 | 6,923 | 6.2% | $85.23万 | 加仓 |
| COWG | PACER FDS TR | $1,468.70万 | 0.07% | 365,837 | 1,345 | 0.4% | $5.40万 | 加仓 |
| USIG | ISHARES TR | $1,475.37万 | 0.08% | 287,652 | 19,156 | 7.1% | $98.25万 | 加仓 |
| IEUR | ISHARES TR | $1,486.10万 | 0.08% | 197,699 | 183,069 | 1,251.3% | $1,376.13万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,489.37万 | 0.08% | 309,125 | 15,741 | 5.4% | $75.84万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,493.65万 | 0.08% | 77,303 | -4,124 | -5.1% | -$79.68万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,496.29万 | 0.08% | 346,846 | -174,692 | -33.5% | -$753.62万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,500.89万 | 0.08% | 15,553 | -3,230 | -17.2% | -$311.70万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,505.93万 | 0.08% | 381,539 | 19,629 | 5.4% | $77.48万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,509.33万 | 0.08% | 140,403 | 7,641 | 5.8% | $82.14万 | 加仓 |
| DVY | ISHARES TR | $1,524.43万 | 0.08% | 97,532 | 3,776 | 4.0% | $59.02万 | 加仓 |
| FLXR | TCW ETF TRUST | $1,525.95万 | 0.08% | 389,174 | 211,940 | 119.6% | $831.02万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $1,529.42万 | 0.08% | 314,308 | 12,047 | 4.0% | $58.62万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,532.74万 | 0.08% | 122,855 | 2,714 | 2.3% | $33.86万 | 加仓 |
| CALF | PACER FDS TR | $1,533.02万 | 0.08% | 302,908 | 15,534 | 5.4% | $78.62万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,533.84万 | 0.08% | 21,808 | -214 | -1.0% | -$15.05万 | 减仓 |
| O | REALTY INCOME CORP | $1,535.82万 | 0.08% | 247,873 | 8,764 | 3.7% | $54.30万 | 加仓 |
| IJJ | ISHARES TR | $1,538.56万 | 0.08% | 104,147 | -345 | -0.3% | -$5.10万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,540.89万 | 0.08% | 9,078 | -212 | -2.3% | -$35.98万 | 减仓 |
| LQD | ISHARES TR | $1,544.65万 | 0.08% | 141,621 | 11,892 | 9.2% | $129.71万 | 加仓 |
| IYK | ISHARES TR | $1,556.98万 | 0.08% | 214,283 | -341,393 | -61.4% | -$2,480.56万 | 减仓 |
| COP | CONOCOPHILLIPS | $1,565.15万 | 0.08% | 150,553 | -2,400 | -1.6% | -$24.95万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $1,582.15万 | 0.08% | 44,663 | -9,535 | -17.6% | -$337.77万 | 减仓 |
| TLT | ISHARES TR | $1,588.63万 | 0.08% | 183,826 | 14,025 | 8.3% | $121.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,596.83万 | 0.08% | 277,131 | 32,996 | 13.5% | $190.12万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1,605.68万 | 0.08% | 167,294 | -198,989 | -54.3% | -$1,909.89万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $1,611.27万 | 0.08% | 269,758 | -243,941 | -47.5% | -$1,457.06万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,620.92万 | 0.08% | 320,973 | 22,756 | 7.6% | $114.92万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,622.89万 | 0.08% | 84,636 | 16,922 | 25.0% | $324.48万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,623.43万 | 0.08% | 138,424 | -1,500 | -1.1% | -$17.59万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,648.92万 | 0.08% | 334,602 | 26,548 | 8.6% | $130.83万 | 加仓 |
| IYF | ISHARES TR | $1,650.68万 | 0.08% | 129,455 | -194,578 | -60.0% | -$2,481.07万 | 减仓 |