13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.4%
NVDA 3.1%
IVV 2.1%
GOOGL 2.1%
AMZN 1.9%
MSFT 1.9%
VOO 1.7%
AVGO 1.6%
JPM 1.4%
QQQ 1.3%

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 2842.6% $2.11万 加仓
NMR NOMURA HLDGS INC $83.57万0.00%95,178 95,04269,883.8% $83.45万 加仓
TDS TELEPHONE & DATA SYS INC $83.50万0.00%22,561 20,8271,201.1% $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 1,78425.6% $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 27,0581,040.7% $75.90万 加仓
BOTZ GLOBAL X FDS $83.17万0.00%21,923 2611.2% $9,902 加仓
ESGV VANGUARD WORLD FD $83.09万0.00%6,283 4828.3% $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 1,1947.9% $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 1,52117.2% $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 1,56999.9% $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 1,182153.3% $49.18万 加仓
BIDU BAIDU INC $81.22万0.00%7,107 6,7071,676.7% $76.65万 加仓
SCIO FIRST TR EXCHANGE-TRADED FD $81.14万0.00%39,254 7,88025.1% $16.29万 加仓
— ARCOSA INC $81.10万0.00%5,582 00.0% — 不变
ALT ALTIMMUNE INC $81.07万0.00%266,671 14,8905.9% $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 2,000511.5% $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 27,189541.4% $67.95万 加仓
CLH CLEAN HARBORS INC $79.95万0.00%2,676 76139.7% $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 1,18020.3% $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 6,20565.6% $31.42万 加仓
KIM KIMCO REALTY CORP $79.00万0.00%31,164 8,78239.2% $22.26万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $78.93万0.00%20,113 2,95717.2% $11.60万 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $78.78万0.00%5,383 00.0% — 不变
FDT FIRST TR EXCH TRD ALPHDX FD $78.77万0.00%8,320 4,10097.2% $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 30,24139,274.0% $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 9419.1% $6.51万 加仓
VOLT TEMA ETF TRUST $77.77万0.00%18,566 1,5128.9% $6.33万 加仓
BLLN BILLIONTOONE INC $77.75万0.00%6,480 6,1802,060.0% $74.15万 加仓
CLSE TRUST FOR PROFESSIONAL MANAG $77.49万0.00%22,700 14,498176.8% $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 2001.0% $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 4,34732.8% $18.89万 加仓
MGV VANGUARD WORLD FD $76.45万0.00%4,677 811.8% $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 2,77818.4% $11.80万 加仓
CF CF INDUSTRIES HOLD $75.75万0.00%6,997 4917.5% $5.32万 加仓
IESC IES HOLDINGS INC $75.67万0.00%1,030 883600.7% $64.87万 加仓
— KINGSWAY CORP $75.56万0.00%72,517 4,3646.4% $4.55万 加仓
VIK VIKING HOLDINGS LTD $75.33万0.00%7,197 5,724388.6% $59.91万 加仓
RH RH $75.05万0.00%4,556 82722.2% $13.62万 加仓
MOG/A MOOG INC $74.98万0.00%1,769 1,555726.6% $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 28023.5% $14.16万 加仓
LGOV FIRST TR EXCHANGE-TRADED FD $74.26万0.00%34,701 8,53432.6% $18.26万 加仓
SPBU AIM ETF PRODUCTS TRUST $74.14万0.00%24,516 24,1576,729.0% $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 6,96468.7% $29.97万 加仓
SYF SYNCHRONY FINANCIAL $73.48万0.00%9,662 6,865245.4% $52.21万 加仓
TVAL T ROWE PRICE EXCHANGE-TRADED $73.34万0.00%17,596 1,65910.4% $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%6,064 250.4% $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 1,55412.5% $8.10万 加仓
ALLE ALLEGION PLC $73.03万0.00%5,198 1,33634.6% $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 10,3061,901.5% $68.62万 加仓
MAGS LISTED FDS TR $72.18万0.00%11,225 8,389295.8% $53.94万 加仓
FXZ FIRST TR EXCHANGE-TRADED FD $72.08万0.00%9,073 6,621270.0% $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 3634.5% $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 3091.6% $1.15万 加仓