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 |
|---|---|---|---|---|---|---|---|---|
| IEMG | ISHARES INC | $1.04亿 | 0.53% | 1,256,713 | -3,253,284 | -72.1% | -$2.70亿 | 减仓 |
| IJH | ISHARES TR | $1.07亿 | 0.55% | 1,385,892 | -1,666,271 | -54.6% | -$1.28亿 | 减仓 |
| IVW | ISHARES TR | $1.09亿 | 0.56% | 795,103 | -566,998 | -41.6% | -$7,797.92万 | 减仓 |
| DGRW | WISDOMTREE TR | $1.09亿 | 0.56% | 1,143,793 | -5,356 | -0.5% | -$51.21万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.10亿 | 0.56% | 220,339 | -64,318 | -22.6% | -$3,218.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1.17亿 | 0.60% | 461,457 | -167,744 | -26.7% | -$4,260.20万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.17亿 | 0.60% | 496,181 | 3,432 | 0.7% | $81.21万 | 加仓 |
| ABBV | ABBVIE INC | $1.20亿 | 0.61% | 475,389 | 38,473 | 8.8% | $968.13万 | 加仓 |
| IWF | ISHARES TR | $1.23亿 | 0.63% | 986,551 | -310,469 | -23.9% | -$3,855.10万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $1.24亿 | 0.63% | 1,435,072 | 29,230 | 2.1% | $251.79万 | 加仓 |
| V | VISA INC | $1.27亿 | 0.65% | 370,512 | -162,668 | -30.5% | -$5,580.98万 | 减仓 |
| WMT | WALMART INC | $1.28亿 | 0.65% | 1,132,289 | 23,924 | 2.2% | $270.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.32亿 | 0.67% | 226,806 | 30,677 | 15.6% | $1,782.06万 | 加仓 |
| GLD | SPDR GOLD TR | $1.34亿 | 0.68% | 362,426 | -262,847 | -42.0% | -$9,682.77万 | 减仓 |
| IJR | ISHARES TR | $1.35亿 | 0.69% | 909,263 | -694,002 | -43.3% | -$1.03亿 | 减仓 |
| LLY | ELI LILLY & CO | $1.40亿 | 0.71% | 116,568 | 24,622 | 26.8% | $2,953.23万 | 加仓 |
| IEFA | ISHARES TR | $1.45亿 | 0.74% | 1,496,403 | -1,398,866 | -48.3% | -$1.35亿 | 减仓 |
| GOOG | ALPHABET INC | $1.91亿 | 0.97% | 539,897 | -58,124 | -9.7% | -$2,053.70万 | 减仓 |
| META | META PLATFORMS INC | $2.15亿 | 1.10% | 380,818 | -291,737 | -43.4% | -$1.64亿 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.44亿 | 1.25% | 327,041 | -3,276 | -1.0% | -$244.64万 | 减仓 |
| AGG | ISHARES TR | $2.50亿 | 1.28% | 2,524,310 | -1,226,820 | -32.7% | -$1.21亿 | 减仓 |
| QQQ | INVESCO QQQ TR | $2.51亿 | 1.28% | 340,503 | -888 | -0.3% | -$65.39万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.79亿 | 1.43% | 853,322 | -143,639 | -14.4% | -$4,701.74万 | 减仓 |
| AVGO | BROADCOM INC | $3.07亿 | 1.57% | 811,617 | 82,096 | 11.3% | $3,101.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3.26亿 | 1.67% | 474,935 | 27,148 | 6.1% | $1,864.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.73亿 | 1.90% | 999,760 | -67,714 | -6.3% | -$2,525.87万 | 减仓 |
| AMZN | AMAZON COM INC | $3.74亿 | 1.91% | 1,568,850 | -436,957 | -21.8% | -$1.04亿 | 减仓 |
| GOOGL | ALPHABET INC | $4.10亿 | 2.09% | 1,148,261 | -417,575 | -26.7% | -$1.49亿 | 减仓 |
| IVV | ISHARES TR | $4.11亿 | 2.10% | 548,973 | -153,903 | -21.9% | -$1.15亿 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6.10亿 | 3.11% | 3,047,639 | -755,792 | -19.9% | -$1.51亿 | 减仓 |
| AAPL | APPLE INC | $6.58亿 | 3.36% | 2,273,278 | -184,128 | -7.5% | -$5,327.93万 | 减仓 |