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 |
|---|---|---|---|---|---|---|---|---|
| TM | TOYOTA MOTOR CORP | $117.50万 | 0.01% | 6,976 | 4,496 | 181.3% | $75.73万 | 加仓 |
| IXJ | ISHARES TR | $117.24万 | 0.01% | 11,917 | 3,754 | 46.0% | $36.93万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $117.16万 | 0.01% | 29,661 | 2,148 | 7.8% | $8.48万 | 加仓 |
| ES | EVERSOURCE ENERGY | $116.63万 | 0.01% | 16,138 | 1,539 | 10.5% | $11.12万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $116.57万 | 0.01% | 68,796 | 68,691 | 65,420.0% | $116.40万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $116.48万 | 0.01% | 103,446 | 12,104 | 13.3% | $13.63万 | 加仓 |
| WPC | WP CAREY INC | $116.22万 | 0.01% | 16,255 | 4,880 | 42.9% | $34.89万 | 加仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $115.52万 | 0.01% | 8,954 | 4,163 | 86.9% | $53.71万 | 加仓 |
| QLYS | QUALYS INC | $115.49万 | 0.01% | 8,400 | 8,222 | 4,619.1% | $113.04万 | 加仓 |
| — | WEBSTER FINL CORP | $115.47万 | 0.01% | 15,110 | 11,930 | 375.2% | $91.17万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $115.46万 | 0.01% | 27,625 | -750 | -2.6% | -$3.13万 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $115.20万 | 0.01% | 45,354 | 31,830 | 235.4% | $80.85万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $115.16万 | 0.01% | 1,372 | 179 | 15.0% | $15.02万 | 加仓 |
| KEY | KEYCORP | $115.01万 | 0.01% | 49,897 | 19,968 | 66.7% | $46.03万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $114.39万 | 0.01% | 13,845 | 1,761 | 14.6% | $14.55万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $114.31万 | 0.01% | 130,638 | 10,368 | 8.6% | $9.07万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $114.20万 | 0.01% | 11,412 | 3,362 | 41.8% | $33.64万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $113.98万 | 0.01% | 61,910 | 19,706 | 46.7% | $36.28万 | 加仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $113.80万 | 0.01% | 48,945 | -378 | -0.8% | -$8,788 | 减仓 |
| GIS | GENERAL MILLS INC | $113.67万 | 0.01% | 32,663 | 5,483 | 20.2% | $19.08万 | 加仓 |
| KHC | KRAFT HEINZ CO | $113.59万 | 0.01% | 48,091 | 196 | 0.4% | $4,630 | 加仓 |
| AEE | AMEREN CORP | $113.49万 | 0.01% | 10,040 | 224 | 2.3% | $2.53万 | 加仓 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $113.46万 | 0.01% | 46,712 | 43,146 | 1,209.9% | $104.80万 | 加仓 |
| EBAY | EBAY INC. | $113.38万 | 0.01% | 10,146 | -2,692 | -21.0% | -$30.08万 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $113.34万 | 0.01% | 47,946 | -49 | -0.1% | -$1,158 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $113.28万 | 0.01% | 116,662 | -36,172 | -23.7% | -$35.12万 | 减仓 |
| VICR | VICOR CORP | $113.06万 | 0.01% | 2,977 | 527 | 21.5% | $20.01万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $112.96万 | 0.01% | 14,693 | 13,914 | 1,786.1% | $106.97万 | 加仓 |
| EEFT | EURONET WORLDWIDE INC | $112.95万 | 0.01% | 15,433 | 15,204 | 6,639.3% | $111.28万 | 加仓 |
| — | BOEING CO | $112.84万 | 0.01% | 16,767 | 2,826 | 20.3% | $19.02万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $112.27万 | 0.01% | 22,140 | 1,678 | 8.2% | $8.51万 | 加仓 |
| KVUE | KENVUE INC | $112.16万 | 0.01% | 58,690 | 20,415 | 53.3% | $39.01万 | 加仓 |
| JAKK | JAKKS PAC INC | $111.63万 | 0.01% | 47,952 | 4,967 | 11.6% | $11.56万 | 加仓 |
| VCR | VANGUARD WORLD FD | $111.36万 | 0.01% | 2,808 | -230 | -7.6% | -$9.12万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $111.33万 | 0.01% | 6,301 | 1,167 | 22.7% | $20.62万 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $111.26万 | 0.01% | 31,643 | 428 | 1.4% | $1.50万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $110.50万 | 0.01% | 47,773 | 39,568 | 482.2% | $91.52万 | 加仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $110.17万 | 0.01% | 54,085 | 19,832 | 57.9% | $40.40万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $110.06万 | 0.01% | 31,325 | -1,109 | -3.4% | -$3.90万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $109.78万 | 0.01% | 4,058 | 3,401 | 517.7% | $92.01万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $109.53万 | 0.01% | 14,337 | 4,435 | 44.8% | $33.88万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $109.29万 | 0.01% | 69,304 | -12,718 | -15.5% | -$20.06万 | 减仓 |
| BUFF | INNOVATOR ETFS TRUST | $109.06万 | 0.01% | 20,703 | 1,116 | 5.7% | $5.88万 | 加仓 |
| DASH | DOORDASH INC | $108.69万 | 0.01% | 5,890 | 1,736 | 41.8% | $32.03万 | 加仓 |
| IBDR | ISHARES TR | $108.55万 | 0.01% | 44,799 | 5,913 | 15.2% | $14.33万 | 加仓 |
| TEM | TEMPUS AI INC | $108.52万 | 0.01% | 18,733 | -7,323 | -28.1% | -$42.42万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $108.26万 | 0.01% | 42,557 | -10,245 | -19.4% | -$26.06万 | 减仓 |
| IBMP | ISHARES TR | $108.17万 | 0.01% | 42,554 | -98 | -0.2% | -$2,491 | 减仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $108.16万 | 0.01% | 90,888 | 52,952 | 139.6% | $63.01万 | 加仓 |
| PCG | PG&E CORP | $108.06万 | 0.01% | 64,248 | 27,959 | 77.0% | $47.03万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $107.85万 | 0.01% | 8,819 | -925 | -9.5% | -$11.31万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $107.84万 | 0.01% | 89,121 | -1,521 | -1.7% | -$1.84万 | 减仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $107.69万 | 0.01% | 82,456 | -5,547 | -6.3% | -$7.24万 | 减仓 |
| EXC | EXELON CORP | $107.65万 | 0.01% | 23,092 | -6,932 | -23.1% | -$32.32万 | 减仓 |
| MKC | MCCORMICK & CO INC | $107.59万 | 0.01% | 21,338 | -7,952 | -27.1% | -$40.09万 | 减仓 |
| NSP | INSPERITY INC | $107.05万 | 0.01% | 25,913 | 25,825 | 29,346.6% | $106.68万 | 加仓 |
| DMXF | ISHARES TR | $107.02万 | 0.01% | 12,650 | 1,075 | 9.3% | $9.09万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $106.89万 | 0.01% | 33,551 | 62 | 0.2% | $1,975 | 加仓 |
| — | INNOVATOR ETFS TRUST | $106.73万 | 0.01% | 35,179 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC | $106.60万 | 0.01% | 101,236 | 53,246 | 111.0% | $56.07万 | 加仓 |
| CRH | CRH PLC | $106.44万 | 0.01% | 9,947 | 2,037 | 25.8% | $21.80万 | 加仓 |
| XYZ | BLOCK INC | $106.20万 | 0.01% | 13,974 | -6,321 | -31.1% | -$48.04万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $105.63万 | 0.01% | 9,423 | -569 | -5.7% | -$6.38万 | 减仓 |
| CCL | CARNIVAL CORP LTD | $105.52万 | 0.01% | 36,936 | 36,936 | — | $105.52万 | 新建仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $105.26万 | 0.01% | 44,905 | 949 | 2.2% | $2.22万 | 加仓 |
| AOA | ISHARES TR | $104.96万 | 0.01% | 10,754 | 62 | 0.6% | $6,051 | 加仓 |
| ALLY | ALLY FINL INC | $104.86万 | 0.01% | 22,820 | 9,067 | 65.9% | $41.66万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $104.76万 | 0.01% | 7,260 | 1,261 | 21.0% | $18.20万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $104.24万 | 0.01% | 27,013 | 7,164 | 36.1% | $27.65万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $104.15万 | 0.01% | 7,488 | 1,561 | 26.3% | $21.71万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $104.02万 | 0.01% | 5,895 | 3,592 | 156.0% | $63.38万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $103.83万 | 0.01% | 13,932 | -4,209 | -23.2% | -$31.37万 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $103.68万 | 0.01% | 6,496 | -109 | -1.7% | -$1.74万 | 减仓 |
| BHVN | BIOHAVEN LTD | $103.53万 | 0.01% | 69,575 | 8,325 | 13.6% | $12.39万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $103.50万 | 0.01% | 40,365 | 26,020 | 181.4% | $66.72万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $103.02万 | 0.01% | 23,547 | 7,328 | 45.2% | $32.06万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $103.01万 | 0.01% | 128,600 | -17,853 | -12.2% | -$14.30万 | 减仓 |
| IBDS | ISHARES TR | $102.69万 | 0.01% | 42,400 | 6,326 | 17.5% | $15.32万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $102.63万 | 0.01% | 10,869 | 384 | 3.7% | $3.63万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $102.44万 | 0.01% | 30,792 | 4,553 | 17.4% | $15.15万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $102.17万 | 0.01% | 12,386 | 310 | 2.6% | $2.56万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $102.03万 | 0.01% | 40,392 | 32,213 | 393.9% | $81.37万 | 加仓 |
| VMC | VULCAN MATLS CO | $101.71万 | 0.01% | 3,448 | 262 | 8.2% | $7.73万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $101.67万 | 0.01% | 44,689 | -5,012 | -10.1% | -$11.40万 | 减仓 |
| MSTR | STRATEGY INC | $101.31万 | 0.01% | 11,655 | 1,575 | 15.6% | $13.69万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $101.26万 | 0.01% | 2,597 | -333 | -11.4% | -$12.98万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $100.74万 | 0.01% | 31,015 | -2,455 | -7.3% | -$7.97万 | 减仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $100.69万 | 0.01% | 91,455 | -940 | -1.0% | -$1.03万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $100.47万 | 0.01% | 4,310 | -759 | -15.0% | -$17.69万 | 减仓 |
| SRE | SEMPRA | $100.36万 | 0.01% | 10,825 | -5,620 | -34.2% | -$52.11万 | 减仓 |
| HAP | VANECK ETF TRUST | $100.33万 | 0.01% | 14,623 | 5,773 | 65.2% | $39.61万 | 加仓 |
| PSUS | PERSHING SQUARE USA LTD | $100.21万 | 0.01% | 26,808 | 26,808 | — | $100.21万 | 新建仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $99.99万 | 0.01% | 103,728 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $99.88万 | 0.01% | 37,199 | 3,876 | 11.6% | $10.41万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $99.53万 | 0.01% | 36,661 | -12,104 | -24.8% | -$32.86万 | 减仓 |
| SMMV | ISHARES TR | $99.28万 | 0.01% | 21,564 | -9,525 | -30.6% | -$43.85万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $98.73万 | 0.01% | 11,394 | 107 | 0.9% | $9,272 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $98.41万 | 0.01% | 22,822 | 5,199 | 29.5% | $22.42万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $98.37万 | 0.01% | 5,223 | -944 | -15.3% | -$17.78万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $98.35万 | 0.01% | 13,059 | -2,894 | -18.1% | -$21.79万 | 减仓 |