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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $41.84万 | 0.00% | 12,855 | 0 | 0.0% | — | 不变 |
| KBE | SPDR SERIES TRUST | $41.81万 | 0.00% | 6,128 | -733 | -10.7% | -$5.00万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $41.79万 | 0.00% | 10,790 | 4,913 | 83.6% | $19.03万 | 加仓 |
| DCI | DONALDSON INC | $41.79万 | 0.00% | 4,655 | -1,135 | -19.6% | -$10.19万 | 减仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $41.71万 | 0.00% | 32,768 | 91 | 0.3% | $1,158 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $41.45万 | 0.00% | 4,544 | -14,598 | -76.3% | -$133.15万 | 减仓 |
| TFIN | TRIUMPH FINANCIAL INC | $41.34万 | 0.00% | 5,417 | 5,404 | 41,569.2% | $41.24万 | 重新持有 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.33万 | 0.00% | 15,423 | -500 | -3.1% | -$1.34万 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $41.23万 | 0.00% | 7,873 | -600 | -7.1% | -$3.14万 | 减仓 |
| LKFN | LAKELAND FINL CORP | $41.22万 | 0.00% | 6,679 | 6,679 | — | $41.22万 | 新建仓 |
| LSTR | LANDSTAR SYS INC | $41.22万 | 0.00% | 1,993 | -68 | -3.3% | -$1.41万 | 减仓 |
| — | ISHARES TR | $41.12万 | 0.00% | 5,446 | 19 | 0.4% | $1,435 | 加仓 |
| XNTK | SPDR SERIES TRUST | $41.10万 | 0.00% | 1,052 | -764 | -42.1% | -$29.85万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.03万 | 0.00% | 16,597 | 6,162 | 59.1% | $15.23万 | 加仓 |
| — | PROSHARES TR | $40.92万 | 0.00% | 6,307 | 181 | 3.0% | $1.17万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $40.84万 | 0.00% | 5,265 | 965 | 22.4% | $7.49万 | 加仓 |
| GCC | WISDOMTREE TR | $40.83万 | 0.00% | 18,027 | -3,424 | -16.0% | -$7.76万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $40.80万 | 0.00% | 20,730 | 5,895 | 39.7% | $11.60万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $40.79万 | 0.00% | 3,977 | -267 | -6.3% | -$2.74万 | 减仓 |
| OFG | OFG BANCORP | $40.78万 | 0.00% | 8,310 | 8,310 | — | $40.78万 | 新建仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $40.75万 | 0.00% | 3,205 | -19 | -0.6% | -$2,416 | 减仓 |
| IEX | IDEX CORP | $40.69万 | 0.00% | 1,793 | 1,457 | 433.6% | $33.07万 | 加仓 |
| NTRA | NATERA INC | $40.66万 | 0.00% | 1,498 | 438 | 41.3% | $11.89万 | 加仓 |
| IVZ | INVESCO LTD | $40.54万 | 0.00% | 15,364 | 14,622 | 1,970.6% | $38.59万 | 加仓 |
| IBN | ICICI BANK LIMITED | $40.49万 | 0.00% | 13,947 | -142 | -1.0% | -$4,122 | 减仓 |
| NTAP | NETAPP INC | $40.44万 | 0.00% | 2,613 | -786 | -23.1% | -$12.16万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $40.43万 | 0.00% | 2,449 | -309 | -11.2% | -$5.10万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $40.39万 | 0.00% | 15,768 | 8,571 | 119.1% | $21.95万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $40.34万 | 0.00% | 34,331 | 3,603 | 11.7% | $4.23万 | 加仓 |
| OUST | OUSTER INC | $40.28万 | 0.00% | 6,443 | 4,440 | 221.7% | $27.76万 | 加仓 |
| INFY | INFOSYS LTD | $40.26万 | 0.00% | 38,379 | 35,031 | 1,046.3% | $36.75万 | 加仓 |
| IBDT | ISHARES TR | $40.25万 | 0.00% | 15,940 | 5 | 0.0% | $126 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $40.02万 | 0.00% | 6,335 | 1,510 | 31.3% | $9.54万 | 加仓 |
| DOCU | DOCUSIGN INC | $39.97万 | 0.00% | 8,998 | 3,411 | 61.1% | $15.15万 | 加仓 |
| PRME | PRIME MEDICINE INC | $39.96万 | 0.00% | 108,290 | -9,166 | -7.8% | -$3.38万 | 减仓 |
| IBTG | ISHARES TR | $39.89万 | 0.00% | 17,426 | -6,468 | -27.1% | -$14.81万 | 减仓 |
| — | CHART INDS INC | $39.87万 | 0.00% | 1,908 | 1,095 | 134.7% | $22.88万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $39.84万 | 0.00% | 7,256 | 1,054 | 17.0% | $5.79万 | 加仓 |
| ITM | VANECK ETF TRUST | $39.73万 | 0.00% | 8,455 | 111 | 1.3% | $5,216 | 加仓 |
| FCF | FIRST COMWLTH FINL CORP PA | $39.60万 | 0.00% | 19,478 | 19,478 | — | $39.60万 | 新建仓 |
| TDV | PROSHARES TR | $39.58万 | 0.00% | 3,807 | -145 | -3.7% | -$1.51万 | 减仓 |
| OSK | OSHKOSH CORP | $39.57万 | 0.00% | 2,578 | 1,278 | 98.3% | $19.62万 | 加仓 |
| DHS | WISDOMTREE TR | $39.55万 | 0.00% | 3,479 | -463 | -11.7% | -$5.26万 | 减仓 |
| EPI | WISDOMTREE TR | $39.50万 | 0.00% | 9,233 | 1,397 | 17.8% | $5.98万 | 加仓 |
| HYLB | DBX ETF TR | $39.48万 | 0.00% | 10,812 | 4,517 | 71.8% | $16.50万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $39.48万 | 0.00% | 8,258 | 1,598 | 24.0% | $7.64万 | 加仓 |
| UEC | URANIUM ENERGY CORP | $39.46万 | 0.00% | 37,015 | 6,903 | 22.9% | $7.36万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $39.42万 | 0.00% | 5,300 | 81 | 1.6% | $6,024 | 加仓 |
| EXP | EAGLE MATLS INC | $39.38万 | 0.00% | 1,750 | -496 | -22.1% | -$11.16万 | 减仓 |
| — | HARBOR ETF TRUST | $39.35万 | 0.00% | 8,637 | 748 | 9.5% | $3.41万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $39.35万 | 0.00% | 19,782 | 13,396 | 209.8% | $26.65万 | 加仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $39.32万 | 0.00% | 4,315 | 693 | 19.1% | $6.31万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.26万 | 0.00% | 6,286 | -697 | -10.0% | -$4.35万 | 减仓 |
| EWW | ISHARES INC | $39.15万 | 0.00% | 5,201 | 88 | 1.7% | $6,624 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $39.14万 | 0.00% | 8,209 | 207 | 2.6% | $9,869 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $39.09万 | 0.00% | 2,749 | 1,854 | 207.2% | $26.37万 | 加仓 |
| WDFC | WD 40 CO | $39.02万 | 0.00% | 1,601 | -67 | -4.0% | -$1.63万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $39.01万 | 0.00% | 4,360 | 2,827 | 184.4% | $25.29万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $38.96万 | 0.00% | 3,924 | -993 | -20.2% | -$9.86万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $38.93万 | 0.00% | 28,773 | 16,834 | 141.0% | $22.78万 | 加仓 |
| TPC | TUTOR PERINI CORP | $38.81万 | 0.00% | 4,677 | 4 | 0.1% | $332 | 加仓 |
| ARW | ARROW ELECTRS INC | $38.73万 | 0.00% | 1,815 | 329 | 22.1% | $7.02万 | 加仓 |
| DCOM | DIME COML BANCSHARES INC | $38.71万 | 0.00% | 9,524 | 9,324 | 4,662.0% | $37.90万 | 加仓 |
| MTUS | METALLUS INC | $38.63万 | 0.00% | 20,668 | 20,668 | — | $38.63万 | 新建仓 |
| BJUL | INNOVATOR ETFS TRUST | $38.57万 | 0.00% | 7,102 | 271 | 4.0% | $1.47万 | 加仓 |
| IPAR | INTERPARFUMS INC | $38.53万 | 0.00% | 3,444 | 3,329 | 2,894.8% | $37.24万 | 加仓 |
| NYF | ISHARES TR | $38.47万 | 0.00% | 7,136 | 5,645 | 378.6% | $30.43万 | 加仓 |
| RMOP | TIDAL TRUST III | $38.33万 | 0.00% | 15,009 | 504 | 3.5% | $1.29万 | 加仓 |
| INGR | INGREDION INC | $38.28万 | 0.00% | 4,042 | 229 | 6.0% | $2.17万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $38.14万 | 0.00% | 8,925 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $37.98万 | 0.00% | 6,087 | -2,161 | -26.2% | -$13.48万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $37.78万 | 0.00% | 15,422 | 3,305 | 27.3% | $8.10万 | 加仓 |
| SNPE | DBX ETF TR | $37.78万 | 0.00% | 5,487 | 0 | 0.0% | — | 不变 |
| CNR | CORE NATURAL RESOURCES INC | $37.75万 | 0.00% | 4,717 | 4,717 | — | $37.75万 | 新建仓 |
| OTTR | OTTER TAIL CORP | $37.73万 | 0.00% | 4,193 | 702 | 20.1% | $6.32万 | 加仓 |
| PKG | PACKAGING CORP AMER | $37.60万 | 0.00% | 1,578 | -13,679 | -89.7% | -$325.95万 | 减仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $37.57万 | 0.00% | 44,563 | 12 | 0.0% | $101 | 加仓 |
| IHF | ISHARES TR | $37.47万 | 0.00% | 6,772 | -2,248 | -24.9% | -$12.44万 | 减仓 |
| EBND | SPDR SERIES TRUST | $37.37万 | 0.00% | 17,861 | 1,662 | 10.3% | $3.48万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $37.35万 | 0.00% | 12,735 | -4,762 | -27.2% | -$13.97万 | 减仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $37.30万 | 0.00% | 3,510 | 3,510 | — | $37.30万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $37.28万 | 0.00% | 9,037 | 1,723 | 23.6% | $7.11万 | 加仓 |
| PAR | PAR TECHNOLOGY CORP | $37.22万 | 0.00% | 21,368 | 3,098 | 17.0% | $5.40万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $37.22万 | 0.00% | 3,260 | 754 | 30.1% | $8.61万 | 加仓 |
| KCE | SPDR SERIES TRUST | $37.20万 | 0.00% | 2,526 | 67 | 2.7% | $9,866 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $37.16万 | 0.00% | 7,572 | 228 | 3.1% | $1.12万 | 加仓 |
| BKUI | BNY MELLON ETF TRUST | $37.11万 | 0.00% | 7,456 | -6,273 | -45.7% | -$31.22万 | 减仓 |
| RILY | BRC GROUP HOLDINGS INC | $37.06万 | 0.00% | 46,095 | 46,095 | — | $37.06万 | 新建仓 |
| MUSA | MURPHY USA INC | $37.05万 | 0.00% | 688 | -134 | -16.3% | -$7.22万 | 减仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $36.80万 | 0.00% | 56,351 | -7,830 | -12.2% | -$5.11万 | 减仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $36.77万 | 0.00% | 9,551 | -595 | -5.9% | -$2.29万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $36.71万 | 0.00% | 14,400 | 500 | 3.6% | $1.27万 | 加仓 |
| E | ENI SPA | $36.69万 | 0.00% | 7,829 | 4,462 | 132.5% | $20.91万 | 加仓 |
| FICO | FAIR ISAAC CORP | $36.68万 | 0.00% | 307 | 57 | 22.8% | $6.81万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $36.62万 | 0.00% | 10,016 | 10,009 | 142,985.7% | $36.60万 | 加仓 |
| MOD | MODINE MFG CO | $36.47万 | 0.00% | 1,366 | 157 | 13.0% | $4.19万 | 加仓 |
| GGG | GRACO INC | $36.42万 | 0.00% | 4,816 | -1,467 | -23.3% | -$11.09万 | 减仓 |
| MLRG | ISHARES TR | $36.37万 | 0.00% | 3,508 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $36.33万 | 0.00% | 1,942 | -97 | -4.8% | -$1.81万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $36.32万 | 0.00% | 5,502 | 5,502 | — | $36.32万 | 新建仓 |