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 |
|---|---|---|---|---|---|---|---|---|
| CASH | PATHWARD FINANCIAL INC | $59.80万 | 0.00% | 6,869 | 4,103 | 148.3% | $35.72万 | 加仓 |
| AOM | ISHARES TR | $59.72万 | 0.00% | 11,971 | -2,181 | -15.4% | -$10.88万 | 减仓 |
| TRN | TRINITY INDS INC | $59.58万 | 0.00% | 17,230 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $59.53万 | 0.00% | 12,999 | 1 | 0.0% | $46 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $59.21万 | 0.00% | 14,188 | -2,441 | -14.7% | -$10.19万 | 减仓 |
| HOPE | HOPE BANCORP INC | $59.17万 | 0.00% | 43,251 | 43,251 | — | $59.17万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $59.09万 | 0.00% | 29,271 | 10,861 | 59.0% | $21.93万 | 加仓 |
| FWRD | FORWARD AIR CORP | $58.99万 | 0.00% | 43,661 | 43,517 | 30,220.1% | $58.79万 | 加仓 |
| WD | WALKER & DUNLOP INC | $58.85万 | 0.00% | 10,758 | 10,464 | 3,559.2% | $57.24万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $58.78万 | 0.00% | 24,867 | 19,800 | 390.8% | $46.81万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $58.37万 | 0.00% | 21,894 | 17,590 | 408.7% | $46.89万 | 加仓 |
| CHEF | CHEFS WHSE INC | $58.31万 | 0.00% | 6,068 | -22 | -0.4% | -$2,114 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $58.18万 | 0.00% | 9,488 | 1,831 | 23.9% | $11.23万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $58.12万 | 0.00% | 7,869 | 7,869 | — | $58.12万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $57.75万 | 0.00% | 1,166 | -486 | -29.4% | -$24.07万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $57.64万 | 0.00% | 1,977 | 545 | 38.1% | $15.89万 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $57.25万 | 0.00% | 4,610 | 80 | 1.8% | $9,935 | 加仓 |
| FFBC | 1ST FINL BANCORP | $57.23万 | 0.00% | 16,918 | 16,652 | 6,260.2% | $56.33万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $57.00万 | 0.00% | 19,772 | -744 | -3.6% | -$2.14万 | 减仓 |
| PTIN | PACER FDS TR | $56.98万 | 0.00% | 15,539 | -2 | -0.0% | -$73 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $56.75万 | 0.00% | 16,995 | -1,493 | -8.1% | -$4.99万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $56.50万 | 0.00% | 7,207 | 2,771 | 62.5% | $21.72万 | 加仓 |
| HUBG | HUB GROUP INC | $56.48万 | 0.00% | 12,897 | 12,897 | — | $56.48万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $56.38万 | 0.00% | 17,133 | 6,684 | 64.0% | $22.00万 | 加仓 |
| MINO | PIMCO ETF TR | $56.38万 | 0.00% | 12,320 | 834 | 7.3% | $3.82万 | 加仓 |
| — | VERSAMET ROYALTIES CORP | $56.30万 | 0.00% | 45,776 | 45,776 | — | $56.30万 | 新建仓 |
| IHDG | WISDOMTREE TR | $56.17万 | 0.00% | 10,724 | -164,054 | -93.9% | -$859.33万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $55.68万 | 0.00% | 1,493 | 362 | 32.0% | $13.50万 | 加仓 |
| IBND | SPDR SERIES TRUST | $55.63万 | 0.00% | 17,843 | -14,132 | -44.2% | -$44.06万 | 减仓 |
| STPZ | PIMCO ETF TR | $55.56万 | 0.00% | 10,417 | -4,008 | -27.8% | -$21.38万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $55.48万 | 0.00% | 3,596 | 569 | 18.8% | $8.78万 | 加仓 |
| NOK | NOKIA CORP | $55.28万 | 0.00% | 41,626 | 32,477 | 355.0% | $43.13万 | 加仓 |
| POWL | POWELL INDS INC | $55.27万 | 0.00% | 1,930 | 1,579 | 449.9% | $45.22万 | 加仓 |
| JSI | JANUS DETROIT STR TR | $55.25万 | 0.00% | 10,788 | 1,625 | 17.7% | $8.32万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $55.13万 | 0.00% | 15,739 | 1,469 | 10.3% | $5.15万 | 加仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $55.09万 | 0.00% | 9,855 | -440 | -4.3% | -$2.46万 | 减仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $55.08万 | 0.00% | 18,452 | 18,433 | 97,015.8% | $55.02万 | 加仓 |
| — | RBB FD INC | $55.05万 | 0.00% | 11,034 | -6,257 | -36.2% | -$31.22万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $55.04万 | 0.00% | 44,714 | -8,903 | -16.6% | -$10.96万 | 减仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $55.00万 | 0.00% | 24,919 | -2,235 | -8.2% | -$4.93万 | 减仓 |
| VMI | VALMONT INDS INC | $54.99万 | 0.00% | 952 | -133 | -12.3% | -$7.68万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $54.94万 | 0.00% | 5,837 | 1,466 | 33.5% | $13.80万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $54.87万 | 0.00% | 18,186 | -276 | -1.5% | -$8,327 | 减仓 |
| — | BITWISE ETHEREUM ETF | $54.71万 | 0.00% | 48,502 | -2,365 | -4.6% | -$2.67万 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $54.62万 | 0.00% | 35,240 | 11,792 | 50.3% | $18.28万 | 加仓 |
| SNA | SNAP ON INC | $54.61万 | 0.00% | 1,357 | -588 | -30.2% | -$23.66万 | 减仓 |
| SNN | SMITH & NEPHEW PLC | $54.46万 | 0.00% | 18,904 | 18,615 | 6,441.2% | $53.63万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $54.46万 | 0.00% | 24,371 | 714 | 3.0% | $1.60万 | 加仓 |
| ILCV | ISHARES TR | $54.38万 | 0.00% | 5,371 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $54.34万 | 0.00% | 17,304 | 6,857 | 65.6% | $21.53万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $54.28万 | 0.00% | 11,540 | -1,700 | -12.8% | -$8.00万 | 减仓 |
| — | APOLLO GLOBAL MGMT INC | $54.22万 | 0.00% | 8,900 | -21 | -0.2% | -$1,279 | 减仓 |
| NPO | ENPRO INC | $54.20万 | 0.00% | 1,438 | 104 | 7.8% | $3.92万 | 加仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $54.19万 | 0.00% | 4,908 | -271 | -5.2% | -$2.99万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $53.91万 | 0.00% | 8,422 | -4,025 | -32.3% | -$25.77万 | 减仓 |
| BTE | BAYTEX ENERGY CORP | $53.83万 | 0.00% | 134,587 | 134,587 | — | $53.83万 | 新建仓 |
| PEN | PENUMBRA INC | $53.42万 | 0.00% | 1,692 | 1,456 | 616.9% | $45.97万 | 加仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $53.35万 | 0.00% | 18,673 | -1,647 | -8.1% | -$4.71万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $53.35万 | 0.00% | 11,002 | 1,208 | 12.3% | $5.86万 | 加仓 |
| GMOI | GMO ETF TRUST | $53.34万 | 0.00% | 14,232 | 13,941 | 4,790.7% | $52.25万 | 加仓 |
| SILJ | AMPLIFY ETF TR | $53.32万 | 0.00% | 20,573 | 1,633 | 8.6% | $4.23万 | 加仓 |
| WRBY | WARBY PARKER INC | $53.13万 | 0.00% | 17,512 | -217 | -1.2% | -$6,584 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $53.11万 | 0.00% | 13,566 | 5,580 | 69.9% | $21.85万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $53.10万 | 0.00% | 4,927 | -1,739 | -26.1% | -$18.74万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $52.88万 | 0.00% | 23,246 | -26,917 | -53.7% | -$61.24万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $52.81万 | 0.00% | 9,669 | 3,864 | 66.6% | $21.11万 | 加仓 |
| MRCY | MERCURY SYS INC | $52.59万 | 0.00% | 4,299 | 118 | 2.8% | $1.44万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $52.52万 | 0.00% | 14,396 | 920 | 6.8% | $3.36万 | 加仓 |
| EGBN | EAGLE BANCORPORATION INC | $52.36万 | 0.00% | 18,442 | 17,335 | 1,565.9% | $49.21万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $52.31万 | 0.00% | 35,703 | 9,110 | 34.3% | $13.35万 | 加仓 |
| IBHF | ISHARES TR | $52.17万 | 0.00% | 23,034 | 233 | 1.0% | $5,277 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $52.04万 | 0.00% | 10,348 | 10,348 | — | $52.04万 | 新建仓 |
| LEN | LENNAR CORP | $51.92万 | 0.00% | 5,738 | -2,792 | -32.7% | -$25.26万 | 减仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $51.91万 | 0.00% | 18,618 | -15,219 | -45.0% | -$42.43万 | 减仓 |
| DINO | HF SINCLAIR CORP | $51.89万 | 0.00% | 7,451 | 2,585 | 53.1% | $18.00万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $51.77万 | 0.00% | 6,635 | 1,451 | 28.0% | $11.32万 | 加仓 |
| — | VANECK ETF TRUST | $51.61万 | 0.00% | 11,200 | -62 | -0.6% | -$2,857 | 减仓 |
| VG | VENTURE GLOBAL INC | $51.59万 | 0.00% | 46,354 | 12,440 | 36.7% | $13.85万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $51.48万 | 0.00% | 16,906 | 15,380 | 1,007.9% | $46.83万 | 加仓 |
| PRI | PRIMERICA INC | $51.04万 | 0.00% | 1,796 | -56 | -3.0% | -$1.59万 | 减仓 |
| BSMC | 2023 ETF SERIES TRUST | $50.88万 | 0.00% | 13,060 | 13,060 | — | $50.88万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $50.85万 | 0.00% | 19,569 | -2,290 | -10.5% | -$5.95万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $50.76万 | 0.00% | 2,827 | -1,434 | -33.7% | -$25.75万 | 减仓 |
| — | NEOS ETF TRUST | $50.74万 | 0.00% | 10,331 | 10,331 | — | $50.74万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $50.73万 | 0.00% | 11,049 | 11,049 | — | $50.73万 | 新建仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $50.71万 | 0.00% | 24,979 | -2,900 | -10.4% | -$5.89万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $50.65万 | 0.00% | 7,320 | 5,801 | 381.9% | $40.14万 | 加仓 |
| — | RENAISSANCE CAP GREENWICH FD | $50.63万 | 0.00% | 19,751 | -10,085 | -33.8% | -$25.85万 | 减仓 |
| CNM | CORE & MAIN INC | $50.59万 | 0.00% | 10,486 | 6,074 | 137.7% | $29.31万 | 加仓 |
| — | EATON VANCE MUN INCOME TERM | $50.48万 | 0.00% | 26,921 | 0 | 0.0% | — | 不变 |
| PBFR | PGIM ROCK ETF TR | $50.47万 | 0.00% | 16,473 | -1,280 | -7.2% | -$3.92万 | 减仓 |
| FDUS | FIDUS INVT CORP | $50.14万 | 0.00% | 26,293 | -2,306 | -8.1% | -$4.40万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $49.98万 | 0.00% | 20,704 | 5,116 | 32.8% | $12.35万 | 加仓 |
| AOR | ISHARES TR | $49.96万 | 0.00% | 7,188 | 52 | 0.7% | $3,614 | 加仓 |
| AOK | ISHARES TR | $49.84万 | 0.00% | 12,015 | -687 | -5.4% | -$2.85万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $49.77万 | 0.00% | 18,183 | 281 | 1.6% | $7,691 | 加仓 |
| GMED | GLOBUS MED INC | $49.59万 | 0.00% | 6,276 | 5,294 | 539.1% | $41.83万 | 加仓 |
| GTX | GARRETT MOTION INC | $49.40万 | 0.00% | 13,636 | 13,432 | 6,584.3% | $48.67万 | 加仓 |
| SGOL | ETFS GOLD TR | $49.34万 | 0.00% | 12,905 | -598 | -4.4% | -$2.29万 | 减仓 |
| DEO | DIAGEO PLC | $49.28万 | 0.00% | 6,131 | 201 | 3.4% | $1.62万 | 加仓 |