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 |
|---|---|---|---|---|---|---|---|---|
| BRX | BRIXMOR PPTY GROUP INC | $169.25万 | 0.01% | 53,679 | 50,551 | 1,616.1% | $159.39万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $168.92万 | 0.01% | 143,886 | -440 | -0.3% | -$5,166 | 减仓 |
| — | RBB FUND TRUST | $168.87万 | 0.01% | 114,645 | 21,266 | 22.8% | $31.32万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $168.70万 | 0.01% | 36,468 | 31,587 | 647.1% | $146.12万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $168.42万 | 0.01% | 23,522 | 2,449 | 11.6% | $17.54万 | 加仓 |
| ECPG | ENCORE CAP GROUP INC | $168.40万 | 0.01% | 18,051 | 16,051 | 802.5% | $149.74万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $168.08万 | 0.01% | 12,531 | 9,498 | 313.2% | $127.40万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $167.88万 | 0.01% | 17,198 | 1,129 | 7.0% | $11.02万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $167.72万 | 0.01% | 2,719 | 1,296 | 91.1% | $79.94万 | 加仓 |
| HUBB | HUBBELL INC | $167.56万 | 0.01% | 3,203 | 1,043 | 48.3% | $54.56万 | 加仓 |
| GRMN | GARMIN LTD | $167.29万 | 0.01% | 7,043 | 1,647 | 30.5% | $39.12万 | 加仓 |
| RY | ROYAL BK CDA | $167.21万 | 0.01% | 8,079 | 2,482 | 44.3% | $51.37万 | 加仓 |
| MLPX | GLOBAL X FDS | $166.70万 | 0.01% | 22,631 | -2,371 | -9.5% | -$17.47万 | 减仓 |
| BRO | BROWN & BROWN INC | $166.64万 | 0.01% | 25,976 | -6,189 | -19.2% | -$39.70万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $166.58万 | 0.01% | 3,694 | -2,930 | -44.2% | -$132.13万 | 减仓 |
| REVS | COLUMBIA ETF TR I | $166.16万 | 0.01% | 52,850 | 300 | 0.6% | $9,432 | 加仓 |
| B | BARRICK MNG CORP | $166.07万 | 0.01% | 45,215 | -1,938 | -4.1% | -$7.12万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $165.86万 | 0.01% | 10,633 | -178 | -1.6% | -$2.78万 | 减仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $165.55万 | 0.01% | 30,051 | -251 | -0.8% | -$1.38万 | 减仓 |
| ITB | ISHARES TR | $165.43万 | 0.01% | 15,834 | 392 | 2.5% | $4.10万 | 加仓 |
| USSG | DBX ETF TR | $164.03万 | 0.01% | 23,615 | 8 | 0.0% | $556 | 加仓 |
| SNOW | SNOWFLAKE INC | $163.82万 | 0.01% | 6,437 | -322 | -4.8% | -$8.19万 | 减仓 |
| IDOG | ALPS ETF TR | $163.72万 | 0.01% | 39,756 | 1,712 | 4.5% | $7.05万 | 加仓 |
| NXT | NEXTPOWER INC | $163.69万 | 0.01% | 13,739 | 4,817 | 54.0% | $57.39万 | 加仓 |
| IHI | ISHARES TR | $163.60万 | 0.01% | 33,111 | -399 | -1.2% | -$1.97万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $163.26万 | 0.01% | 30,301 | 30,301 | — | $163.26万 | 新建仓 |
| OKLO | OKLO INC | $163.18万 | 0.01% | 31,182 | 6,460 | 26.1% | $33.81万 | 加仓 |
| — | VALKYRIE ETF TRUST II | $162.84万 | 0.01% | 25,819 | 5,360 | 26.2% | $33.81万 | 加仓 |
| MYRG | MYR GROUP INC | $162.81万 | 0.01% | 3,254 | 3,234 | 16,170.0% | $161.81万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $162.69万 | 0.01% | 33,331 | 17,885 | 115.8% | $87.30万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $162.67万 | 0.01% | 56,151 | 8,576 | 18.0% | $24.84万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $162.46万 | 0.01% | 31,856 | -2,263 | -6.6% | -$11.54万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $162.45万 | 0.01% | 19,499 | 7,369 | 60.8% | $61.39万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $162.17万 | 0.01% | 165,142 | 75,875 | 85.0% | $74.51万 | 加仓 |
| EWL | ISHARES INC | $161.50万 | 0.01% | 25,696 | 5,866 | 29.6% | $36.87万 | 加仓 |
| NVR | NVR INC | $161.05万 | 0.01% | 236 | 222 | 1,585.7% | $151.50万 | 加仓 |
| BIZD | VANECK ETF TRUST | $160.58万 | 0.01% | 126,844 | -23,274 | -15.5% | -$29.46万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $160.47万 | 0.01% | 121,336 | 70,155 | 137.1% | $92.78万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $160.20万 | 0.01% | 10,609 | 10,609 | — | $160.20万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $159.34万 | 0.01% | 59,766 | 4,721 | 8.6% | $12.59万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $158.94万 | 0.01% | 54,881 | -8,098 | -12.9% | -$23.45万 | 减仓 |
| PPL | PPL CORP | $158.32万 | 0.01% | 43,553 | 7,128 | 19.6% | $25.91万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $158.17万 | 0.01% | 128,486 | 10,556 | 9.0% | $12.99万 | 加仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $157.31万 | 0.01% | 61,569 | 8,300 | 15.6% | $21.21万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $156.95万 | 0.01% | 77,069 | 41,986 | 119.7% | $85.50万 | 加仓 |
| DTE | DTE ENERGY CO | $156.87万 | 0.01% | 10,295 | 1,244 | 13.7% | $18.96万 | 加仓 |
| NVT | NVENT ELEC PLC | $156.45万 | 0.01% | 9,224 | 1,658 | 21.9% | $28.12万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $155.98万 | 0.01% | 6,428 | 1,923 | 42.7% | $46.66万 | 加仓 |
| SHAK | SHAKE SHACK INC | $155.82万 | 0.01% | 27,815 | 18,228 | 190.1% | $102.11万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $155.26万 | 0.01% | 10,616 | 1,986 | 23.0% | $29.05万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $155.14万 | 0.01% | 49,081 | -8,996 | -15.5% | -$28.44万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $154.87万 | 0.01% | 8,175 | 7,873 | 2,607.0% | $149.15万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $153.96万 | 0.01% | 21,536 | 136 | 0.6% | $9,723 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $153.74万 | 0.01% | 31,654 | -17,377 | -35.4% | -$84.40万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $153.50万 | 0.01% | 8,135 | 661 | 8.8% | $12.47万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $152.70万 | 0.01% | 118,559 | -46 | -0.0% | -$592 | 减仓 |
| — | WISDOMTREE TR | $152.12万 | 0.01% | 60,488 | -12,367 | -17.0% | -$31.10万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $152.04万 | 0.01% | 146,897 | 35,648 | 32.0% | $36.90万 | 加仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $151.96万 | 0.01% | 140,182 | -84,720 | -37.7% | -$91.84万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $151.91万 | 0.01% | 67,938 | 37,588 | 123.8% | $84.05万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $151.72万 | 0.01% | 4,484 | 1,613 | 56.2% | $54.58万 | 加仓 |
| NI | NISOURCE INC | $151.42万 | 0.01% | 31,845 | 24,140 | 313.3% | $114.79万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $151.03万 | 0.01% | 79,159 | 12,582 | 18.9% | $24.01万 | 加仓 |
| SIG | SIGNET JEWELERS LIMITED | $151.03万 | 0.01% | 17,521 | 17,521 | — | $151.03万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $150.26万 | 0.01% | 21,751 | -2,112 | -8.9% | -$14.59万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $150.22万 | 0.01% | 27,985 | 7,751 | 38.3% | $41.61万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $149.89万 | 0.01% | 10,316 | 2,246 | 27.8% | $32.63万 | 加仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $149.71万 | 0.01% | 91,508 | 730 | 0.8% | $1.19万 | 加仓 |
| ARKX | ARK ETF TR | $149.58万 | 0.01% | 43,838 | 39,131 | 831.3% | $133.52万 | 加仓 |
| SEZL | SEZZLE INC | $149.01万 | 0.01% | 8,682 | 2,770 | 46.9% | $47.54万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $148.97万 | 0.01% | 15,170 | 835 | 5.8% | $8.20万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $148.87万 | 0.01% | 5,029 | 433 | 9.4% | $12.82万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $148.53万 | 0.01% | 16,715 | 2,835 | 20.4% | $25.19万 | 加仓 |
| NDAQ | NASDAQ INC | $148.32万 | 0.01% | 18,818 | -5,595 | -22.9% | -$44.10万 | 减仓 |
| — | ARES MANAGEMENT CORPORATION | $148.18万 | 0.01% | 40,432 | -5,910 | -12.8% | -$21.66万 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $148.07万 | 0.01% | 13,666 | -4,662 | -25.4% | -$50.51万 | 减仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $147.95万 | 0.01% | 21,098 | 1,115 | 5.6% | $7.82万 | 加仓 |
| — | PACER FDS TR | $147.80万 | 0.01% | 28,809 | 513 | 1.8% | $2.63万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $147.65万 | 0.01% | 150,507 | 13,583 | 9.9% | $13.32万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $147.35万 | 0.01% | 141,406 | 14,413 | 11.3% | $15.02万 | 加仓 |
| AIPO | TIDAL TRUST II | $147.13万 | 0.01% | 44,037 | 40,737 | 1,234.5% | $136.10万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $146.82万 | 0.01% | 10,797 | 3,283 | 43.7% | $44.64万 | 加仓 |
| MP | MP MATERIALS CORP | $145.69万 | 0.01% | 26,012 | 12,744 | 96.1% | $71.38万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $143.96万 | 0.01% | 114,983 | 21,342 | 22.8% | $26.72万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $143.44万 | 0.01% | 32,974 | -233 | -0.7% | -$1.01万 | 减仓 |
| UBS | UBS GROUP AG | $142.86万 | 0.01% | 28,825 | 17,913 | 164.2% | $88.78万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $142.70万 | 0.01% | 52,752 | -9,574 | -15.4% | -$25.90万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $141.63万 | 0.01% | 15,220 | 2,971 | 24.3% | $27.65万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $141.19万 | 0.01% | 124,834 | 5,387 | 4.5% | $6.09万 | 加仓 |
| VEEV | VEEVA SYS INC | $141.16万 | 0.01% | 7,954 | -6,349 | -44.4% | -$112.68万 | 减仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $141.04万 | 0.01% | 140,481 | 0 | 0.0% | — | 不变 |
| CXT | CRANE NXT CO | $140.90万 | 0.01% | 27,541 | 23,812 | 638.6% | $121.82万 | 加仓 |
| EIX | EDISON INTL | $140.79万 | 0.01% | 18,910 | 3,860 | 25.6% | $28.74万 | 加仓 |
| MATX | MATSON INC | $140.42万 | 0.01% | 7,305 | 7,170 | 5,311.1% | $137.82万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $139.98万 | 0.01% | 27,420 | 5,100 | 22.8% | $26.04万 | 加仓 |
| AEF | ABRDN EMERGING MARKETS EX CH | $139.77万 | 0.01% | 145,589 | 145,589 | — | $139.77万 | 新建仓 |
| EFAV | ISHARES TR | $138.73万 | 0.01% | 15,817 | -5,404 | -25.5% | -$47.40万 | 减仓 |
| SNY | SANOFI SA | $138.52万 | 0.01% | 32,471 | -50,565 | -60.9% | -$215.71万 | 减仓 |
| OKTA | OKTA INC | $138.43万 | 0.01% | 10,145 | -23,147 | -69.5% | -$315.84万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $137.62万 | 0.01% | 39,533 | 11,282 | 39.9% | $39.27万 | 加仓 |