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 |
|---|---|---|---|---|---|---|---|---|
| HQL | ABRDN LIFE SCIENCES INVESTOR | $137.51万 | 0.01% | 68,721 | 14,408 | 26.5% | $28.83万 | 加仓 |
| CLX | CLOROX CO DEL | $137.24万 | 0.01% | 14,380 | 2,875 | 25.0% | $27.44万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $137.20万 | 0.01% | 5,362 | 1,694 | 46.2% | $43.35万 | 加仓 |
| CIEN | CIENA CORP | $137.11万 | 0.01% | 2,795 | 841 | 43.0% | $41.26万 | 加仓 |
| TER | TERADYNE INC | $137.05万 | 0.01% | 2,833 | 892 | 46.0% | $43.15万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $136.56万 | 0.01% | 8,106 | -1,577 | -16.3% | -$26.57万 | 减仓 |
| OMDA | OMADA HEALTH INC | $136.38万 | 0.01% | 62,133 | -73,423 | -54.2% | -$161.16万 | 减仓 |
| NU | NU HLDGS LTD | $135.86万 | 0.01% | 101,693 | -196,371 | -65.9% | -$262.35万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $135.71万 | 0.01% | 31,731 | -7,754 | -19.6% | -$33.16万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $135.56万 | 0.01% | 25,802 | 5,165 | 25.0% | $27.14万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $135.17万 | 0.01% | 6,704 | -701 | -9.5% | -$14.13万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $135.03万 | 0.01% | 35,247 | -155 | -0.4% | -$5,938 | 减仓 |
| TITN | TITAN MACHY INC | $134.88万 | 0.01% | 63,866 | 2,240 | 3.6% | $4.73万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $134.74万 | 0.01% | 12,179 | -3,442 | -22.0% | -$38.08万 | 减仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $134.47万 | 0.01% | 30,542 | -392 | -1.3% | -$1.73万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $134.23万 | 0.01% | 48,058 | 7,064 | 17.2% | $19.73万 | 加仓 |
| TY | TRI CONTL CORP | $134.10万 | 0.01% | 38,960 | 865 | 2.3% | $2.98万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $134.10万 | 0.01% | 29,367 | 16,808 | 133.8% | $76.75万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $133.90万 | 0.01% | 41,858 | -94 | -0.2% | -$3,007 | 减仓 |
| BCPC | BALCHEM CORP | $133.81万 | 0.01% | 7,920 | 5,680 | 253.6% | $95.97万 | 加仓 |
| LRN | STRIDE INC | $133.60万 | 0.01% | 15,492 | -120 | -0.8% | -$1.03万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $133.17万 | 0.01% | 11,713 | 4,263 | 57.2% | $48.47万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $133.02万 | 0.01% | 31,918 | 9,816 | 44.4% | $40.91万 | 加仓 |
| SAP | SAP SE | $132.55万 | 0.01% | 8,601 | 1,582 | 22.5% | $24.38万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $132.15万 | 0.01% | 19,242 | -1,167 | -5.7% | -$8.01万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $131.65万 | 0.01% | 67,652 | 17,828 | 35.8% | $34.69万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $131.63万 | 0.01% | 68,237 | -11,745 | -14.7% | -$22.66万 | 减仓 |
| CRBN | ISHARES TR | $131.57万 | 0.01% | 5,201 | 18 | 0.3% | $4,553 | 加仓 |
| Q | QNITY ELECTRONICS INC | $131.24万 | 0.01% | 8,036 | -2,332 | -22.5% | -$38.09万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $130.67万 | 0.01% | 27,839 | 301 | 1.1% | $1.41万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $130.32万 | 0.01% | 58,596 | -1,219 | -2.0% | -$2.71万 | 减仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $130.16万 | 0.01% | 51,917 | 1,480 | 2.9% | $3.71万 | 加仓 |
| — | INOGEN INC | $129.99万 | 0.01% | 201,531 | 201,531 | — | $129.99万 | 新建仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $129.62万 | 0.01% | 118,698 | 7,857 | 7.1% | $8.58万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $129.26万 | 0.01% | 222,485 | 31,169 | 16.3% | $18.11万 | 加仓 |
| ARKK | ARK ETF TR | $129.23万 | 0.01% | 15,989 | -1,139 | -6.6% | -$9.21万 | 减仓 |
| QDVO | AMPLIFY ETF TR | $128.88万 | 0.01% | 43,189 | -32,571 | -43.0% | -$97.19万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $128.68万 | 0.01% | 60,669 | 1,472 | 2.5% | $3.12万 | 加仓 |
| HYD | VANECK ETF TRUST | $128.33万 | 0.01% | 24,914 | -147 | -0.6% | -$7,572 | 减仓 |
| DXJ | WISDOMTREE TR | $127.98万 | 0.01% | 7,375 | -54 | -0.7% | -$9,371 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $127.61万 | 0.01% | 18,279 | 2,753 | 17.7% | $19.22万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $127.52万 | 0.01% | 63,793 | 1,869 | 3.0% | $3.74万 | 加仓 |
| RKT | ROCKET COS INC | $127.52万 | 0.01% | 80,965 | 58,864 | 266.3% | $92.71万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $126.79万 | 0.01% | 98,437 | 53,234 | 117.8% | $68.57万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $126.62万 | 0.01% | 57,450 | 1,930 | 3.5% | $4.25万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $126.51万 | 0.01% | 26,516 | -9,483 | -26.3% | -$45.24万 | 减仓 |
| IWMI | NEOS ETF TRUST | $126.38万 | 0.01% | 23,613 | 7,691 | 48.3% | $41.16万 | 加仓 |
| RDDT | REDDIT INC | $126.14万 | 0.01% | 7,267 | 3,305 | 83.4% | $57.37万 | 加仓 |
| — | AMPLIFY ETF TR | $125.90万 | 0.01% | 34,894 | 52 | 0.1% | $1,876 | 加仓 |
| NNN | NNN REIT INC | $125.71万 | 0.01% | 27,016 | -165 | -0.6% | -$7,678 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $125.66万 | 0.01% | 42,280 | 1,615 | 4.0% | $4.80万 | 加仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $125.59万 | 0.01% | 66,609 | 24,173 | 57.0% | $45.58万 | 加仓 |
| XJH | ISHARES TR | $125.44万 | 0.01% | 24,054 | -1,429 | -5.6% | -$7.45万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $125.43万 | 0.01% | 10,714 | 5,658 | 111.9% | $66.24万 | 加仓 |
| — | CALAMOS ETF TR | $125.39万 | 0.01% | 41,896 | 20,435 | 95.2% | $61.16万 | 加仓 |
| CCI | CROWN CASTLE INC | $125.35万 | 0.01% | 16,552 | -1,747 | -9.5% | -$13.23万 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $125.06万 | 0.01% | 46,234 | 12,105 | 35.5% | $32.74万 | 加仓 |
| EXEL | EXELIXIS INC | $124.82万 | 0.01% | 22,941 | -1,673 | -6.8% | -$9.10万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $124.22万 | 0.01% | 18,381 | 694 | 3.9% | $4.69万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $124.20万 | 0.01% | 52,385 | 44,550 | 568.6% | $105.63万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $123.84万 | 0.01% | 45,983 | 1,648 | 3.7% | $4.44万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $123.83万 | 0.01% | 29,548 | 917 | 3.2% | $3.84万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $123.75万 | 0.01% | 27,205 | -1,475 | -5.1% | -$6.71万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $123.57万 | 0.01% | 7,413 | -910 | -10.9% | -$15.17万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $123.56万 | 0.01% | 11,001 | -2,327 | -17.5% | -$26.14万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $123.50万 | 0.01% | 24,419 | 5,408 | 28.4% | $27.35万 | 加仓 |
| PHM | PULTE GROUP INC | $123.22万 | 0.01% | 8,981 | 1,193 | 15.3% | $16.37万 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $122.91万 | 0.01% | 27,299 | -700 | -2.5% | -$3.15万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $122.71万 | 0.01% | 33,164 | -5,030 | -13.2% | -$18.61万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $122.47万 | 0.01% | 33,218 | 7,126 | 27.3% | $26.27万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $122.26万 | 0.01% | 47,515 | 12,622 | 36.2% | $32.48万 | 加仓 |
| — | CARILLON SER TR | $122.05万 | 0.01% | 41,629 | 17,220 | 70.5% | $50.49万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $122.01万 | 0.01% | 13,771 | 1,335 | 10.7% | $11.83万 | 加仓 |
| XEL | XCEL ENERGY INC | $121.82万 | 0.01% | 15,170 | -1,164 | -7.1% | -$9.35万 | 减仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $121.57万 | 0.01% | 20,418 | -1,133 | -5.3% | -$6.75万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $121.47万 | 0.01% | 5,608 | -122 | -2.1% | -$2.64万 | 减仓 |
| IETC | ISHARES U S ETF TR | $121.44万 | 0.01% | 11,313 | 360 | 3.3% | $3.86万 | 加仓 |
| EUFN | ISHARES TR | $121.40万 | 0.01% | 31,137 | -5,093 | -14.1% | -$19.86万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $121.30万 | 0.01% | 12,955 | -1,164 | -8.2% | -$10.90万 | 减仓 |
| EES | WISDOMTREE TR | $121.29万 | 0.01% | 17,892 | -149 | -0.8% | -$1.01万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $120.93万 | 0.01% | 26,261 | 3,090 | 13.3% | $14.23万 | 加仓 |
| DON | WISDOMTREE TR | $120.63万 | 0.01% | 21,344 | -1,732 | -7.5% | -$9.79万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $120.46万 | 0.01% | 26,158 | -291 | -1.1% | -$1.34万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $120.30万 | 0.01% | 32,967 | -614 | -1.8% | -$2.24万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $120.14万 | 0.01% | 14,580 | 5,046 | 52.9% | $41.58万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $120.01万 | 0.01% | 145,117 | 24,501 | 20.3% | $20.26万 | 加仓 |
| POST | POST HLDGS INC | $120.00万 | 0.01% | 13,597 | 11,434 | 528.6% | $100.91万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $119.95万 | 0.01% | 132,839 | 106,442 | 403.2% | $96.12万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $119.89万 | 0.01% | 9,539 | 7,613 | 395.3% | $95.68万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $119.67万 | 0.01% | 5,532 | -299 | -5.1% | -$6.47万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $119.64万 | 0.01% | 25,597 | -1,355 | -5.0% | -$6.33万 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $119.50万 | 0.01% | 152,426 | -14,144 | -8.5% | -$11.09万 | 减仓 |
| MSCI | MSCI INC | $119.48万 | 0.01% | 2,133 | -390 | -15.5% | -$21.84万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $119.09万 | 0.01% | 40,467 | 4,600 | 12.8% | $13.54万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $118.61万 | 0.01% | 63,600 | 12,075 | 23.4% | $22.52万 | 加仓 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $118.49万 | 0.01% | 12,019 | 2,417 | 25.2% | $23.83万 | 加仓 |
| IPAC | ISHARES TR | $118.49万 | 0.01% | 14,462 | 3 | 0.0% | $246 | 加仓 |
| CR | CRANE COMPANY | $118.17万 | 0.01% | 5,297 | -722 | -12.0% | -$16.11万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $118.15万 | 0.01% | 22,655 | 360 | 1.6% | $1.88万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $117.56万 | 0.01% | 8,850 | 1,648 | 22.9% | $21.89万 | 加仓 |