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 |
|---|---|---|---|---|---|---|---|---|
| USMC | PRINCIPAL EXCHANGE TRADED FD | $83.57万 | 0.00% | 11,275 | 284 | 2.6% | $2.11万 | 加仓 |
| NMR | NOMURA HLDGS INC | $83.57万 | 0.00% | 95,178 | 95,042 | 69,883.8% | $83.45万 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $83.50万 | 0.00% | 22,561 | 20,827 | 1,201.1% | $77.08万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $83.43万 | 0.00% | 2,981 | -10,091 | -77.2% | -$282.42万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $83.35万 | 0.00% | 8,761 | 1,784 | 25.6% | $16.97万 | 加仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $83.28万 | 0.00% | 31,004 | -250 | -0.8% | -$6,715 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $83.19万 | 0.00% | 29,658 | 27,058 | 1,040.7% | $75.90万 | 加仓 |
| BOTZ | GLOBAL X FDS | $83.17万 | 0.00% | 21,923 | 261 | 1.2% | $9,902 | 加仓 |
| ESGV | VANGUARD WORLD FD | $83.09万 | 0.00% | 6,283 | 482 | 8.3% | $6.37万 | 加仓 |
| — | PUTNAM ETF TRUST | $82.63万 | 0.00% | 30,369 | -10,278 | -25.3% | -$27.97万 | 减仓 |
| — | ISHARES TR | $82.53万 | 0.00% | 21,257 | -202 | -0.9% | -$7,843 | 减仓 |
| YEAR | AB ACTIVE ETFS INC | $82.41万 | 0.00% | 16,372 | 1,194 | 7.9% | $6.01万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $82.36万 | 0.00% | 2,924 | -106 | -3.5% | -$2.99万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $82.30万 | 0.00% | 10,364 | 1,521 | 17.2% | $12.08万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $82.19万 | 0.00% | 12,059 | -308 | -2.5% | -$2.10万 | 减仓 |
| — | PIMCO ETF TR | $81.98万 | 0.00% | 15,668 | -1,971 | -11.2% | -$10.31万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $81.76万 | 0.00% | 68,421 | -10,232 | -13.0% | -$12.23万 | 减仓 |
| DDOG | DATADOG INC | $81.73万 | 0.00% | 3,139 | 1,569 | 99.9% | $40.85万 | 加仓 |
| BURL | BURLINGTON STORES INC | $81.70万 | 0.00% | 2,579 | -845 | -24.7% | -$26.77万 | 减仓 |
| MTZ | MASTEC INC | $81.26万 | 0.00% | 1,953 | 1,182 | 153.3% | $49.18万 | 加仓 |
| BIDU | BAIDU INC | $81.22万 | 0.00% | 7,107 | 6,707 | 1,676.7% | $76.65万 | 加仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $81.14万 | 0.00% | 39,254 | 7,880 | 25.1% | $16.29万 | 加仓 |
| — | ARCOSA INC | $81.10万 | 0.00% | 5,582 | 0 | 0.0% | — | 不变 |
| ALT | ALTIMMUNE INC | $81.07万 | 0.00% | 266,671 | 14,890 | 5.9% | $4.53万 | 加仓 |
| AVNT | AVIENT CORPORATION | $81.01万 | 0.00% | 21,919 | 21,919 | — | $81.01万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $80.90万 | 0.00% | 2,391 | 2,000 | 511.5% | $67.67万 | 加仓 |
| ENVA | ENOVA INTL INC | $80.77万 | 0.00% | 3,355 | 3,355 | — | $80.77万 | 新建仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $80.55万 | 0.00% | 12,283 | -3,330 | -21.3% | -$21.84万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $80.51万 | 0.00% | 32,151 | -66 | -0.2% | -$1,653 | 减仓 |
| SUSB | ISHARES TR | $80.50万 | 0.00% | 32,211 | 27,189 | 541.4% | $67.95万 | 加仓 |
| CLH | CLEAN HARBORS INC | $79.95万 | 0.00% | 2,676 | 761 | 39.7% | $22.73万 | 加仓 |
| — | ISHARES TR | $79.93万 | 0.00% | 20,256 | -188 | -0.9% | -$7,418 | 减仓 |
| INCY | INCYTE CORP | $79.31万 | 0.00% | 6,996 | 1,180 | 20.3% | $13.38万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $79.29万 | 0.00% | 14,415 | -1,835 | -11.3% | -$10.09万 | 减仓 |
| TFLO | ISHARES TR | $79.28万 | 0.00% | 15,659 | 6,205 | 65.6% | $31.42万 | 加仓 |
| KIM | KIMCO REALTY CORP | $79.00万 | 0.00% | 31,164 | 8,782 | 39.2% | $22.26万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $78.93万 | 0.00% | 20,113 | 2,957 | 17.2% | $11.60万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $78.78万 | 0.00% | 5,383 | 0 | 0.0% | — | 不变 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $78.77万 | 0.00% | 8,320 | 4,100 | 97.2% | $38.82万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $78.57万 | 0.00% | 54,075 | -3,579 | -6.2% | -$5.20万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $78.40万 | 0.00% | 30,318 | 30,241 | 39,274.0% | $78.20万 | 重新持有 |
| — | ISHARES TR | $78.22万 | 0.00% | 23,177 | -416 | -1.8% | -$1.40万 | 减仓 |
| XE | X-ENERGY INC | $78.18万 | 0.00% | 42,583 | 42,583 | — | $78.18万 | 新建仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $78.13万 | 0.00% | 11,296 | 941 | 9.1% | $6.51万 | 加仓 |
| VOLT | TEMA ETF TRUST | $77.77万 | 0.00% | 18,566 | 1,512 | 8.9% | $6.33万 | 加仓 |
| BLLN | BILLIONTOONE INC | $77.75万 | 0.00% | 6,480 | 6,180 | 2,060.0% | $74.15万 | 加仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $77.49万 | 0.00% | 22,700 | 14,498 | 176.8% | $49.49万 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $77.38万 | 0.00% | 39,725 | -200 | -0.5% | -$3,896 | 减仓 |
| CG | CARLYLE GROUP INC | $76.81万 | 0.00% | 18,241 | -6,674 | -26.8% | -$28.10万 | 减仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $76.79万 | 0.00% | 21,189 | 200 | 1.0% | $7,248 | 加仓 |
| — | STRATEGY SHS | $76.77万 | 0.00% | 30,525 | -48,510 | -61.4% | -$122.00万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $76.49万 | 0.00% | 16,629 | 16,629 | — | $76.49万 | 新建仓 |
| EUSB | ISHARES TR | $76.47万 | 0.00% | 17,600 | 4,347 | 32.8% | $18.89万 | 加仓 |
| MGV | VANGUARD WORLD FD | $76.45万 | 0.00% | 4,677 | 81 | 1.8% | $1.32万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $76.18万 | 0.00% | 39,016 | -10,161 | -20.7% | -$19.84万 | 减仓 |
| DOW | DOW HLDGS INC | $75.88万 | 0.00% | 27,732 | -21,685 | -43.9% | -$59.33万 | 减仓 |
| TAGG | T ROWE PRICE EXCHANGE-TRADED | $75.86万 | 0.00% | 17,865 | 2,778 | 18.4% | $11.80万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $75.75万 | 0.00% | 6,997 | 491 | 7.5% | $5.32万 | 加仓 |
| IESC | IES HOLDINGS INC | $75.67万 | 0.00% | 1,030 | 883 | 600.7% | $64.87万 | 加仓 |
| — | KINGSWAY CORP | $75.56万 | 0.00% | 72,517 | 4,364 | 6.4% | $4.55万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $75.33万 | 0.00% | 7,197 | 5,724 | 388.6% | $59.91万 | 加仓 |
| RH | RH | $75.05万 | 0.00% | 4,556 | 827 | 22.2% | $13.62万 | 加仓 |
| MOG/A | MOOG INC | $74.98万 | 0.00% | 1,769 | 1,555 | 726.6% | $65.91万 | 加仓 |
| EQT | EQT CORP | $74.95万 | 0.00% | 14,097 | -4,511 | -24.2% | -$23.98万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $74.84万 | 0.00% | 21,171 | -100 | -0.5% | -$3,535 | 减仓 |
| BLOK | AMPLIFY ETF TR | $74.73万 | 0.00% | 11,932 | -4,286 | -26.4% | -$26.84万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $74.69万 | 0.00% | 8,191 | -23,967 | -74.5% | -$218.55万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $74.65万 | 0.00% | 3,522 | -1,161 | -24.8% | -$24.61万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $74.51万 | 0.00% | 18,300 | -350 | -1.9% | -$1.43万 | 减仓 |
| DY | DYCOM INDS INC | $74.47万 | 0.00% | 1,473 | 280 | 23.5% | $14.16万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $74.26万 | 0.00% | 34,701 | 8,534 | 32.6% | $18.26万 | 加仓 |
| SPBU | AIM ETF PRODUCTS TRUST | $74.14万 | 0.00% | 24,516 | 24,157 | 6,729.0% | $73.05万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $73.89万 | 0.00% | 29,885 | 29,885 | — | $73.89万 | 新建仓 |
| WTAI | WISDOMTREE TR | $73.79万 | 0.00% | 15,545 | -72 | -0.5% | -$3,418 | 减仓 |
| ATO | ATMOS ENERGY CORP | $73.70万 | 0.00% | 4,278 | -1,895 | -30.7% | -$32.65万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $73.70万 | 0.00% | 27,695 | -256,396 | -90.3% | -$682.27万 | 减仓 |
| EZU | ISHARES INC | $73.63万 | 0.00% | 10,594 | -4,951 | -31.8% | -$34.41万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $73.62万 | 0.00% | 17,104 | 6,964 | 68.7% | $29.97万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $73.48万 | 0.00% | 9,662 | 6,865 | 245.4% | $52.21万 | 加仓 |
| TVAL | T ROWE PRICE EXCHANGE-TRADED | $73.34万 | 0.00% | 17,596 | 1,659 | 10.4% | $6.91万 | 加仓 |
| IEO | ISHARES TR | $73.26万 | 0.00% | 6,671 | -40 | -0.6% | -$4,393 | 减仓 |
| CROX | CROCS INC | $73.16万 | 0.00% | 6,064 | 25 | 0.4% | $3,016 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $73.09万 | 0.00% | 48,337 | -26,711 | -35.6% | -$40.39万 | 减仓 |
| AA | ALCOA CORP | $73.07万 | 0.00% | 14,013 | 1,554 | 12.5% | $8.10万 | 加仓 |
| ALLE | ALLEGION PLC | $73.03万 | 0.00% | 5,198 | 1,336 | 34.6% | $18.77万 | 加仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $72.53万 | 0.00% | 153,347 | -43,655 | -22.2% | -$20.65万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $72.48万 | 0.00% | 5,343 | -18,409 | -77.5% | -$249.72万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $72.47万 | 0.00% | 4,726 | -125 | -2.6% | -$1.92万 | 减仓 |
| RDWR | RADWARE LTD | $72.43万 | 0.00% | 23,470 | 23,470 | — | $72.43万 | 新建仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $72.27万 | 0.00% | 13,887 | -665 | -4.6% | -$3.46万 | 减仓 |
| KFY | KORN FERRY | $72.22万 | 0.00% | 10,848 | 10,306 | 1,901.5% | $68.62万 | 加仓 |
| MAGS | LISTED FDS TR | $72.18万 | 0.00% | 11,225 | 8,389 | 295.8% | $53.94万 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $72.08万 | 0.00% | 9,073 | 6,621 | 270.0% | $52.60万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $71.80万 | 0.00% | 15,731 | -236 | -1.5% | -$1.08万 | 减仓 |
| IYR | ISHARES TR | $71.71万 | 0.00% | 7,013 | -653 | -8.5% | -$6.68万 | 减仓 |
| GOLF | ACUSHNET HLDGS CORP | $71.58万 | 0.00% | 6,039 | -4 | -0.1% | -$474 | 减仓 |
| — | ISHARES TR | $71.27万 | 0.00% | 8,388 | 363 | 4.5% | $3.08万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $71.17万 | 0.00% | 12,270 | -260 | -2.1% | -$1.51万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $71.14万 | 0.00% | 30,876 | -8,879 | -22.3% | -$20.46万 | 减仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $71.13万 | 0.00% | 19,054 | 309 | 1.6% | $1.15万 | 加仓 |