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 |
|---|---|---|---|---|---|---|---|---|
| — | ALLSPRING GLOBAL DIVIDEND OP | $97.96万 | 0.01% | 150,015 | 32,755 | 27.9% | $21.39万 | 加仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $97.55万 | 0.00% | 16,447 | 2,224 | 15.6% | $13.19万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $97.40万 | 0.00% | 43,698 | 36,054 | 471.7% | $80.36万 | 加仓 |
| MTB | M & T BK CORP | $97.34万 | 0.00% | 4,090 | -1,325 | -24.5% | -$31.54万 | 减仓 |
| FWD | AB ACTIVE ETFS INC | $97.33万 | 0.00% | 6,571 | 1,608 | 32.4% | $23.82万 | 加仓 |
| MC | MOELIS & CO | $97.18万 | 0.00% | 14,855 | 158 | 1.1% | $1.03万 | 加仓 |
| DIV | GLOBAL X FDS | $97.10万 | 0.00% | 50,971 | -7,354 | -12.6% | -$14.01万 | 减仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $97.08万 | 0.00% | 74,969 | -1,796 | -2.3% | -$2.33万 | 减仓 |
| VVX | V2X INC | $96.99万 | 0.00% | 13,008 | 12,921 | 14,851.7% | $96.34万 | 加仓 |
| DG | DOLLAR GEN CORP | $96.66万 | 0.00% | 8,397 | 2,098 | 33.3% | $24.15万 | 加仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $96.38万 | 0.00% | 69,686 | 9,872 | 16.5% | $13.65万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $96.29万 | 0.00% | 22,005 | 9,247 | 72.5% | $40.47万 | 加仓 |
| WSO | WATSCO INC | $96.19万 | 0.00% | 2,308 | -343 | -12.9% | -$14.29万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $95.56万 | 0.00% | 10,532 | 9,514 | 934.6% | $86.33万 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $95.53万 | 0.00% | 11,917 | 11,756 | 7,301.9% | $94.24万 | 加仓 |
| CWST | CASELLA WASTE SYS INC | $95.52万 | 0.00% | 9,850 | -572 | -5.5% | -$5.55万 | 减仓 |
| VICI | VICI PPTYS INC | $95.09万 | 0.00% | 35,816 | -4,257 | -10.6% | -$11.30万 | 减仓 |
| FBP | FIRST BANCORP CORPORATION | $94.78万 | 0.00% | 36,358 | 36,358 | — | $94.78万 | 新建仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $94.53万 | 0.00% | 50,096 | -11,835 | -19.1% | -$22.33万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $94.38万 | 0.00% | 9,382 | -3,666 | -28.1% | -$36.88万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $93.95万 | 0.00% | 12,997 | 1,789 | 16.0% | $12.93万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $93.90万 | 0.00% | 16,919 | -4,566 | -21.3% | -$25.34万 | 减仓 |
| EPS | WISDOMTREE TR | $93.75万 | 0.00% | 12,052 | -77 | -0.6% | -$5,990 | 减仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $93.44万 | 0.00% | 33,867 | 716 | 2.2% | $1.98万 | 加仓 |
| HUM | HUMANA INC | $92.94万 | 0.00% | 2,340 | -173 | -6.9% | -$6.87万 | 减仓 |
| GPZ | VANECK ETF TRUST | $92.93万 | 0.00% | 43,345 | 2,777 | 6.8% | $5.95万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $92.86万 | 0.00% | 5,016 | -240 | -4.6% | -$4.44万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $92.76万 | 0.00% | 23,597 | -105 | -0.4% | -$4,128 | 减仓 |
| HSIC | SCHEIN HENRY INC | $92.74万 | 0.00% | 11,104 | 3,338 | 43.0% | $27.88万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $92.65万 | 0.00% | 17,366 | -2,011 | -10.4% | -$10.73万 | 减仓 |
| — | ELECTRONIC ARTS INC | $92.51万 | 0.00% | 4,512 | 2,838 | 169.5% | $58.19万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $92.49万 | 0.00% | 2,984 | 1,470 | 97.1% | $45.56万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $92.34万 | 0.00% | 13,667 | 1,476 | 12.1% | $9.97万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $92.02万 | 0.00% | 36,273 | 5,854 | 19.2% | $14.85万 | 加仓 |
| OUSA | ALPS ETF TR | $91.99万 | 0.00% | 15,770 | 9,810 | 164.6% | $57.22万 | 加仓 |
| FISV | FISERV INC | $91.82万 | 0.00% | 18,720 | 8,307 | 79.8% | $40.75万 | 加仓 |
| IR | INGERSOLL RAND INC | $91.77万 | 0.00% | 11,193 | -11,772 | -51.3% | -$96.51万 | 减仓 |
| DHI | D R HORTON INC | $91.74万 | 0.00% | 5,632 | -2,937 | -34.3% | -$47.84万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $91.73万 | 0.00% | 1,069 | 27 | 2.6% | $2.32万 | 加仓 |
| EG | EVEREST GROUP LTD | $91.67万 | 0.00% | 2,566 | 2,134 | 494.0% | $76.23万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $91.57万 | 0.00% | 15,093 | 2,551 | 20.3% | $15.48万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $91.57万 | 0.00% | 9,763 | -669 | -6.4% | -$6.27万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $91.54万 | 0.00% | 42,098 | -49,210 | -53.9% | -$107.01万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $91.00万 | 0.00% | 18,274 | 1,989 | 12.2% | $9.91万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $91.00万 | 0.00% | 31,369 | -682,428 | -95.6% | -$1,979.74万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $90.90万 | 0.00% | 11,740 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $90.71万 | 0.00% | 9,906 | 1,189 | 13.6% | $10.89万 | 加仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $90.57万 | 0.00% | 49,010 | 1,354 | 2.8% | $2.50万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $90.47万 | 0.00% | 11,958 | -12,791 | -51.7% | -$96.78万 | 减仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $90.44万 | 0.00% | 8,512 | 8,309 | 4,093.1% | $88.28万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $90.38万 | 0.00% | 98,027 | 8,741 | 9.8% | $8.06万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $90.26万 | 0.00% | 37,128 | -1,046 | -2.7% | -$2.54万 | 减仓 |
| EVUS | ISHARES TR | $90.23万 | 0.00% | 25,700 | 3,675 | 16.7% | $12.90万 | 加仓 |
| STXF | EA SERIES TRUST | $90.21万 | 0.00% | 18,677 | 1,303 | 7.5% | $6.29万 | 加仓 |
| FLGV | FRANKLIN TEMPLETON ETF TR | $90.09万 | 0.00% | 44,425 | 44,425 | — | $90.09万 | 新建仓 |
| EDV | VANGUARD WORLD FD | $90.00万 | 0.00% | 13,829 | 12,177 | 737.1% | $79.25万 | 加仓 |
| GFI | GOLD FIELDS LTD | $89.91万 | 0.00% | 26,768 | 23,718 | 777.6% | $79.67万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $89.70万 | 0.00% | 41,071 | 184 | 0.5% | $4,019 | 加仓 |
| IHAK | ISHARES TR | $89.30万 | 0.00% | 14,709 | -119 | -0.8% | -$7,224 | 减仓 |
| CPT | CAMDEN PPTY TR | $89.30万 | 0.00% | 7,799 | 5,581 | 251.6% | $63.90万 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $89.13万 | 0.00% | 17,046 | -279 | -1.6% | -$1.46万 | 减仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $89.13万 | 0.00% | 11,096 | 622 | 5.9% | $5.00万 | 加仓 |
| BFC | BANK FIRST CORP | $89.01万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $88.76万 | 0.00% | 3,580 | 1,039 | 40.9% | $25.76万 | 加仓 |
| KRE | SPDR SERIES TRUST | $88.74万 | 0.00% | 11,855 | -4,684 | -28.3% | -$35.06万 | 减仓 |
| SOFR | AMPLIFY ETF TR | $88.46万 | 0.00% | 8,835 | -166 | -1.8% | -$1.66万 | 减仓 |
| NFG | NATIONAL FUEL GAS CO | $88.23万 | 0.00% | 11,428 | -11,162 | -49.4% | -$86.18万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $88.22万 | 0.00% | 8,745 | -3,380 | -27.9% | -$34.10万 | 减仓 |
| VECO | VEECO INSTRS INC DEL | $87.70万 | 0.00% | 11,570 | 11,570 | — | $87.70万 | 新建仓 |
| ULST | SSGA ACTIVE ETF TR | $87.66万 | 0.00% | 21,685 | 1,288 | 6.3% | $5.21万 | 加仓 |
| BBY | BEST BUY INC | $87.65万 | 0.00% | 11,551 | -116,158 | -91.0% | -$881.44万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $87.55万 | 0.00% | 19,705 | -500 | -2.5% | -$2.22万 | 减仓 |
| RYN | RAYONIER INC | $87.44万 | 0.00% | 41,089 | -8,439 | -17.0% | -$17.96万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $87.30万 | 0.00% | 16,282 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $87.10万 | 0.00% | 28,005 | -1,570 | -5.3% | -$4.88万 | 减仓 |
| CPA | COPA HOLDINGS SA | $86.92万 | 0.00% | 5,587 | 594 | 11.9% | $9.24万 | 加仓 |
| VNOM | VIPER ENERGY INC | $86.91万 | 0.00% | 20,497 | 95 | 0.5% | $4,028 | 加仓 |
| FUL | FULLER H B CO | $86.89万 | 0.00% | 14,907 | 14,907 | — | $86.89万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $86.72万 | 0.00% | 22,965 | 10,744 | 87.9% | $40.57万 | 加仓 |
| WCC | WESCO INTL INC | $86.69万 | 0.00% | 2,510 | -944 | -27.3% | -$32.60万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $86.61万 | 0.00% | 9,162 | -2,112 | -18.7% | -$19.97万 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $86.60万 | 0.00% | 10,949 | 10,749 | 5,374.5% | $85.02万 | 加仓 |
| NFLT | ETFIS SER TR I | $86.37万 | 0.00% | 37,634 | -2,842 | -7.0% | -$6.52万 | 减仓 |
| SYSB | ISHARES TR | $86.17万 | 0.00% | 9,714 | 379 | 4.1% | $3.36万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $86.06万 | 0.00% | 10,881 | -858 | -7.3% | -$6.79万 | 减仓 |
| CGNX | COGNEX CORP | $85.94万 | 0.00% | 11,866 | 1,317 | 12.5% | $9.54万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $85.78万 | 0.00% | 4,955 | 4,882 | 6,687.7% | $84.51万 | 加仓 |
| RIG | TRANSOCEAN LTD | $85.75万 | 0.00% | 175,348 | 115,721 | 194.1% | $56.59万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $85.33万 | 0.00% | 19,239 | 0 | 0.0% | — | 不变 |
| MAIN | MAIN STR CAP CORP | $85.32万 | 0.00% | 16,445 | -1,024 | -5.9% | -$5.31万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $85.04万 | 0.00% | 13,319 | -542 | -3.9% | -$3.46万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $84.92万 | 0.00% | 31,842 | 0 | 0.0% | — | 不变 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $84.77万 | 0.00% | 18,943 | -1,685 | -8.2% | -$7.54万 | 减仓 |
| ICOW | PACER FDS TR | $84.46万 | 0.00% | 20,289 | -1,572 | -7.2% | -$6.54万 | 减仓 |
| PHYL | PGIM ETF TR | $84.05万 | 0.00% | 24,097 | 6,520 | 37.1% | $22.74万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $84.00万 | 0.00% | 23,250 | 7,841 | 50.9% | $28.33万 | 加仓 |
| JOE | ST JOE CO | $83.91万 | 0.00% | 13,397 | -2,458 | -15.5% | -$15.39万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $83.81万 | 0.00% | 44,963 | -609 | -1.3% | -$1.14万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $83.81万 | 0.00% | 10,776 | -18 | -0.2% | -$1,400 | 减仓 |
| ALAB | ASTERA LABS INC | $83.61万 | 0.00% | 1,731 | 31 | 1.8% | $1.50万 | 加仓 |