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 |
|---|---|---|---|---|---|---|---|---|
| CMI | CUMMINS INC | $3,026.11万 | 0.15% | 42,430 | 7,813 | 22.6% | $557.22万 | 加仓 |
| CRWV | COREWEAVE INC | $3,043.04万 | 0.16% | 305,710 | 52,664 | 20.8% | $524.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,067.45万 | 0.16% | 538,337 | -9,379 | -1.7% | -$53.44万 | 减仓 |
| APH | AMPHENOL CORP | $3,084.93万 | 0.16% | 174,962 | 5,353 | 3.2% | $94.38万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,137.67万 | 0.16% | 61,588 | 4,633 | 8.1% | $236.03万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,155.43万 | 0.16% | 184,679 | 184,679 | — | $3,155.43万 | 新建仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $3,160.36万 | 0.16% | 807,346 | -5,608 | -0.7% | -$21.95万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,213.86万 | 0.16% | 211,188 | -5,020 | -2.3% | -$76.39万 | 减仓 |
| WFC | WELLS FARGO & CO | $3,248.03万 | 0.17% | 393,034 | 117,955 | 42.9% | $974.78万 | 加仓 |
| DDWM | WISDOMTREE TR | $3,253.58万 | 0.17% | 704,543 | 3,804 | 0.5% | $17.57万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,276.48万 | 0.17% | 643,078 | 125,005 | 24.1% | $636.90万 | 加仓 |
| ALL | ALLSTATE CORP | $3,294.08万 | 0.17% | 138,442 | 6,672 | 5.1% | $158.75万 | 加仓 |
| IWM | ISHARES TR | $3,338.78万 | 0.17% | 111,126 | 32,864 | 42.0% | $987.40万 | 加仓 |
| SYK | STRYKER CORPORATION | $3,352.86万 | 0.17% | 106,494 | -209,751 | -66.3% | -$6,603.80万 | 减仓 |
| SHY | ISHARES TR | $3,370.84万 | 0.17% | 410,527 | -662,502 | -61.7% | -$5,439.80万 | 减仓 |
| FLOT | ISHARES TR | $3,401.15万 | 0.17% | 666,239 | -443,372 | -40.0% | -$2,263.41万 | 减仓 |
| UNP | UNION PAC CORP | $3,416.91万 | 0.17% | 125,622 | 3,152 | 2.6% | $85.73万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $3,418.33万 | 0.17% | 473,715 | -677,828 | -58.9% | -$4,891.21万 | 减仓 |
| ORCL | ORACLE CORP | $3,422.76万 | 0.17% | 233,556 | -7,878 | -3.3% | -$115.45万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,437.51万 | 0.18% | 101,626 | -7,154 | -6.6% | -$241.98万 | 减仓 |
| OEF | ISHARES TR | $3,479.90万 | 0.18% | 95,113 | -1,075 | -1.1% | -$39.33万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,590.95万 | 0.18% | 69,917 | -4,499 | -6.0% | -$231.07万 | 减仓 |
| KO | COCA COLA CO | $3,608.62万 | 0.18% | 444,029 | 7,208 | 1.7% | $58.58万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3,622.06万 | 0.18% | 69,336 | 7,158 | 11.5% | $373.93万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,632.83万 | 0.19% | 87,477 | 306 | 0.4% | $12.71万 | 加仓 |
| VB | VANGUARD INDEX FDS | $3,634.46万 | 0.19% | 119,902 | 25,514 | 27.0% | $773.38万 | 加仓 |
| SMH | VANECK ETF TRUST | $3,695.58万 | 0.19% | 56,345 | -1,327 | -2.3% | -$87.04万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $3,718.61万 | 0.19% | 700,172 | -822,541 | -54.0% | -$4,368.51万 | 减仓 |
| COWZ | PACER FDS TR | $3,827.90万 | 0.20% | 615,418 | 629 | 0.1% | $3.91万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,846.25万 | 0.20% | 226,410 | 73,387 | 48.0% | $1,246.70万 | 加仓 |
| GE | GE AEROSPACE | $3,868.17万 | 0.20% | 103,502 | 749 | 0.7% | $27.99万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,004.28万 | 0.20% | 530,298 | -109,627 | -17.1% | -$827.79万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $4,011.45万 | 0.20% | 270,751 | -1,238 | -0.5% | -$18.34万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $4,067.08万 | 0.21% | 661,744 | 11,909 | 1.8% | $73.19万 | 加仓 |
| TJX | TJX COS INC NEW | $4,079.43万 | 0.21% | 269,269 | 14,492 | 5.7% | $219.55万 | 加仓 |
| EMB | ISHARES TR | $4,081.12万 | 0.21% | 423,177 | -351,406 | -45.4% | -$3,388.96万 | 减仓 |
| HDV | ISHARES TR | $4,086.07万 | 0.21% | 1,490,723 | -60,777 | -3.9% | -$166.59万 | 减仓 |
| MRK | MERCK & CO INC | $4,098.09万 | 0.21% | 318,918 | 13,520 | 4.4% | $173.73万 | 加仓 |
| CB | CHUBB LIMITED | $4,142.95万 | 0.21% | 121,587 | -7,716 | -6.0% | -$262.91万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $4,154.02万 | 0.21% | 147,719 | 15,477 | 11.7% | $435.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,213.85万 | 0.22% | 287,360 | -11,611 | -3.9% | -$170.26万 | 减仓 |
| NFLX | NETFLIX INC. | $4,215.08万 | 0.22% | 590,348 | 62,486 | 11.8% | $446.15万 | 加仓 |
| SGOV | ISHARES TR | $4,219.26万 | 0.22% | 419,117 | -310,112 | -42.5% | -$3,121.90万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,235.33万 | 0.22% | 101,901 | 5,939 | 6.2% | $246.84万 | 加仓 |
| GLW | CORNING INC | $4,252.29万 | 0.22% | 166,476 | 45,458 | 37.6% | $1,161.13万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $4,284.03万 | 0.22% | 717,713 | 76,548 | 11.9% | $456.92万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,361.17万 | 0.22% | 43,121 | -5,205 | -10.8% | -$526.42万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $4,378.20万 | 0.22% | 1,034,058 | -435,859 | -29.7% | -$1,845.43万 | 减仓 |
| MCD | MCDONALDS CORP | $4,393.65万 | 0.22% | 162,541 | -121,001 | -42.7% | -$3,270.78万 | 减仓 |
| BIL | SPDR SERIES TRUST | $4,584.78万 | 0.23% | 500,304 | 70,642 | 16.4% | $647.36万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $4,605.86万 | 0.24% | 557,273 | 265,867 | 91.2% | $2,197.39万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4,633.44万 | 0.24% | 94,337 | 5,478 | 6.2% | $269.06万 | 加仓 |
| DGRO | ISHARES TR | $4,767.28万 | 0.24% | 629,011 | -66,449 | -9.6% | -$503.62万 | 减仓 |
| IJK | ISHARES TR | $4,785.38万 | 0.24% | 407,266 | 100,980 | 33.0% | $1,186.52万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4,811.31万 | 0.25% | 339,087 | -5,167 | -1.5% | -$73.31万 | 减仓 |
| RTX | RTX CORPORATION | $4,836.18万 | 0.25% | 254,898 | 46,119 | 22.1% | $875.02万 | 加仓 |
| DIVB | ISHARES TR | $4,948.39万 | 0.25% | 803,310 | 34,754 | 4.5% | $214.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,989.08万 | 0.25% | 568,426 | 92,155 | 19.3% | $808.84万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $5,035.59万 | 0.26% | 166,207 | 23,489 | 16.5% | $711.65万 | 加仓 |
| MPC | MARATHON PETE CORP | $5,062.22万 | 0.26% | 197,998 | -567 | -0.3% | -$14.50万 | 减仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $5,142.09万 | 0.26% | 2,090,392 | 152,459 | 7.9% | $375.03万 | 加仓 |
| QUAL | ISHARES TR | $5,160.45万 | 0.26% | 235,175 | -53,946 | -18.7% | -$1,183.74万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $5,193.49万 | 0.27% | 763,636 | -22,160 | -2.8% | -$150.71万 | 减仓 |
| USFR | WISDOMTREE TR | $5,335.64万 | 0.27% | 1,059,710 | 98,270 | 10.2% | $494.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5,350.45万 | 0.27% | 112,035 | 5,679 | 5.3% | $271.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $5,368.31万 | 0.27% | 323,860 | -193,197 | -37.4% | -$3,202.44万 | 减仓 |
| USMV | ISHARES TR | $5,385.43万 | 0.27% | 558,307 | -76,054 | -12.0% | -$733.62万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,453.77万 | 0.28% | 1,719,889 | 118,317 | 7.4% | $375.18万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,585.93万 | 0.29% | 989,010 | -49,067 | -4.7% | -$277.13万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $5,665.51万 | 0.29% | 698,928 | 129,730 | 22.8% | $1,051.59万 | 加仓 |
| SOXX | ISHARES TR | $5,669.03万 | 0.29% | 88,474 | 52,222 | 144.1% | $3,346.16万 | 加仓 |
| IXUS | ISHARES TR | $5,669.43万 | 0.29% | 594,031 | 161,448 | 37.3% | $1,540.86万 | 加仓 |
| VGT | VANGUARD WORLD FD | $5,889.90万 | 0.30% | 492,797 | 57,661 | 13.3% | $689.16万 | 加仓 |
| ADI | ANALOG DEVICES INC | $6,015.15万 | 0.31% | 151,450 | 5,055 | 3.5% | $200.77万 | 加仓 |
| TSLA | TESLA INC | $6,046.80万 | 0.31% | 143,766 | -73,032 | -33.7% | -$3,071.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,103.52万 | 0.31% | 79,979 | -85,275 | -51.6% | -$6,507.68万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $6,133.04万 | 0.31% | 1,418,700 | 1,416,993 | 83,010.7% | $6,125.66万 | 加仓 |
| IWR | ISHARES TR | $6,284.76万 | 0.32% | 569,685 | 15,435 | 2.8% | $170.28万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $6,412.65万 | 0.33% | 55,555 | -8,943 | -13.9% | -$1,032.28万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $6,469.43万 | 0.33% | 339,567 | -7,724 | -2.2% | -$147.16万 | 减仓 |
| VO | VANGUARD INDEX FDS | $6,942.16万 | 0.35% | 861,631 | 94,095 | 12.3% | $758.12万 | 加仓 |
| IGM | ISHARES TR | $7,299.04万 | 0.37% | 446,206 | -365,361 | -45.0% | -$5,976.57万 | 减仓 |
| SNDK | SANDISK CORP | $7,338.69万 | 0.37% | 32,276 | 478 | 1.5% | $108.68万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,349.24万 | 0.38% | 1,031,472 | 92,993 | 9.9% | $662.58万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $7,495.05万 | 0.38% | 172,964 | 89,958 | 108.4% | $3,898.15万 | 加仓 |
| — | EXXON MOBIL CORP | $7,527.34万 | 0.38% | 550,566 | -24,897 | -4.3% | -$340.39万 | 减仓 |
| ETN | EATON CORP PLC | $7,582.75万 | 0.39% | 177,949 | 12,357 | 7.5% | $526.56万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $7,592.93万 | 0.39% | 222,654 | -202,824 | -47.7% | -$6,916.69万 | 减仓 |
| AMAT | APPLIED MATLS INC | $7,922.44万 | 0.40% | 109,577 | -13,562 | -11.0% | -$980.54万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $8,169.30万 | 0.42% | 220,768 | 6,976 | 3.3% | $258.14万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $8,171.96万 | 0.42% | 517,115 | 382 | 0.1% | $6.04万 | 加仓 |
| CSCO | CISCO SYS INC | $8,302.76万 | 0.42% | 706,859 | 78,490 | 12.5% | $921.94万 | 加仓 |
| HD | HOME DEPOT INC | $8,452.91万 | 0.43% | 239,676 | -16,364 | -6.4% | -$577.13万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,517.02万 | 0.43% | 91,045 | -70,095 | -43.5% | -$6,557.21万 | 减仓 |
| GEV | GE VERNOVA INC | $8,859.78万 | 0.45% | 75,411 | -1,645 | -2.1% | -$193.27万 | 减仓 |
| CAT | CATERPILLAR INC | $9,158.75万 | 0.47% | 86,006 | -10,194 | -10.6% | -$1,085.56万 | 减仓 |
| IWD | ISHARES TR | $9,261.10万 | 0.47% | 382,011 | 1,290 | 0.3% | $31.27万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $9,317.97万 | 0.48% | 1,190,339 | -38,149 | -3.1% | -$298.63万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $9,461.62万 | 0.48% | 444,688 | 15,716 | 3.7% | $334.39万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,477.35万 | 0.48% | 434,881 | 6,068 | 1.4% | $132.24万 | 加仓 |