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 |
|---|---|---|---|---|---|---|---|---|
| GE | GE AEROSPACE | $3,868.17万 | 0.20% | 103,502 | 749 | 0.7% | $27.99万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $3,846.25万 | 0.20% | 226,410 | 73,387 | 48.0% | $1,246.70万 | 加仓 |
| COWZ | PACER FDS TR | $3,827.90万 | 0.20% | 615,418 | 629 | 0.1% | $3.91万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $3,718.61万 | 0.19% | 700,172 | -822,541 | -54.0% | -$4,368.51万 | 减仓 |
| SMH | VANECK ETF TRUST | $3,695.58万 | 0.19% | 56,345 | -1,327 | -2.3% | -$87.04万 | 减仓 |
| VB | VANGUARD INDEX FDS | $3,634.46万 | 0.19% | 119,902 | 25,514 | 27.0% | $773.38万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,632.83万 | 0.19% | 87,477 | 306 | 0.4% | $12.71万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $3,622.06万 | 0.18% | 69,336 | 7,158 | 11.5% | $373.93万 | 加仓 |
| KO | COCA COLA CO | $3,608.62万 | 0.18% | 444,029 | 7,208 | 1.7% | $58.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,590.95万 | 0.18% | 69,917 | -4,499 | -6.0% | -$231.07万 | 减仓 |
| OEF | ISHARES TR | $3,479.90万 | 0.18% | 95,113 | -1,075 | -1.1% | -$39.33万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,437.51万 | 0.18% | 101,626 | -7,154 | -6.6% | -$241.98万 | 减仓 |
| ORCL | ORACLE CORP | $3,422.76万 | 0.17% | 233,556 | -7,878 | -3.3% | -$115.45万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,418.33万 | 0.17% | 473,715 | -677,828 | -58.9% | -$4,891.21万 | 减仓 |
| UNP | UNION PAC CORP | $3,416.91万 | 0.17% | 125,622 | 3,152 | 2.6% | $85.73万 | 加仓 |
| FLOT | ISHARES TR | $3,401.15万 | 0.17% | 666,239 | -443,372 | -40.0% | -$2,263.41万 | 减仓 |
| SHY | ISHARES TR | $3,370.84万 | 0.17% | 410,527 | -662,502 | -61.7% | -$5,439.80万 | 减仓 |
| SYK | STRYKER CORPORATION | $3,352.86万 | 0.17% | 106,494 | -209,751 | -66.3% | -$6,603.80万 | 减仓 |
| IWM | ISHARES TR | $3,338.78万 | 0.17% | 111,126 | 32,864 | 42.0% | $987.40万 | 加仓 |
| ALL | ALLSTATE CORP | $3,294.08万 | 0.17% | 138,442 | 6,672 | 5.1% | $158.75万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $3,276.48万 | 0.17% | 643,078 | 125,005 | 24.1% | $636.90万 | 加仓 |
| DDWM | WISDOMTREE TR | $3,253.58万 | 0.17% | 704,543 | 3,804 | 0.5% | $17.57万 | 加仓 |
| WFC | WELLS FARGO & CO | $3,248.03万 | 0.17% | 393,034 | 117,955 | 42.9% | $974.78万 | 加仓 |
| SDY | SPDR SERIES TRUST | $3,213.86万 | 0.16% | 211,188 | -5,020 | -2.3% | -$76.39万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $3,160.36万 | 0.16% | 807,346 | -5,608 | -0.7% | -$21.95万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $3,155.43万 | 0.16% | 184,679 | 184,679 | — | $3,155.43万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $3,137.67万 | 0.16% | 61,588 | 4,633 | 8.1% | $236.03万 | 加仓 |
| APH | AMPHENOL CORP | $3,084.93万 | 0.16% | 174,962 | 5,353 | 3.2% | $94.38万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,067.45万 | 0.16% | 538,337 | -9,379 | -1.7% | -$53.44万 | 减仓 |
| CRWV | COREWEAVE INC | $3,043.04万 | 0.16% | 305,710 | 52,664 | 20.8% | $524.22万 | 加仓 |
| CMI | CUMMINS INC | $3,026.11万 | 0.15% | 42,430 | 7,813 | 22.6% | $557.22万 | 加仓 |
| SDVD | FIRST TR EXCHANGE-TRADED FD | $3,025.67万 | 0.15% | 1,310,382 | 101,539 | 8.4% | $234.45万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,987.99万 | 0.15% | 309,861 | -327,767 | -51.4% | -$3,160.66万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,982.20万 | 0.15% | 204,106 | 6,407 | 3.2% | $93.61万 | 加仓 |
| PAAA | PGIM ETF TR | $2,941.29万 | 0.15% | 573,686 | 65,800 | 13.0% | $337.36万 | 加仓 |
| PAVE | GLOBAL X FDS | $2,906.49万 | 0.15% | 493,294 | 159,869 | 47.9% | $941.95万 | 加仓 |
| PSX | PHILLIPS 66 | $2,902.77万 | 0.15% | 171,711 | 32,065 | 23.0% | $542.06万 | 加仓 |
| AMGN | AMGEN INC | $2,884.01万 | 0.15% | 79,642 | 2,737 | 3.6% | $99.11万 | 加仓 |
| TLH | ISHARES TR | $2,833.18万 | 0.14% | 282,330 | -3,258 | -1.1% | -$32.69万 | 减仓 |
| CRM | SALESFORCE INC | $2,828.04万 | 0.14% | 180,521 | -10,925 | -5.7% | -$171.15万 | 减仓 |
| TXN | TEXAS INSTRS INC | $2,813.59万 | 0.14% | 94,394 | 14,208 | 17.7% | $423.50万 | 加仓 |
| TBIL | RBB FD INC | $2,803.75万 | 0.14% | 562,324 | 2,827 | 0.5% | $14.10万 | 加仓 |
| COHR | COHERENT CORP | $2,799.20万 | 0.14% | 70,961 | 67,001 | 1,691.9% | $2,642.99万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,755.94万 | 0.14% | 96,503 | -870 | -0.9% | -$24.85万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $2,733.05万 | 0.14% | 732,722 | 711,879 | 3,415.4% | $2,655.31万 | 加仓 |
| ASML | ASML HLDG NV | $2,731.76万 | 0.14% | 13,731 | -530 | -3.7% | -$105.44万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,722.87万 | 0.14% | 92,874 | 925 | 1.0% | $27.12万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $2,659.33万 | 0.14% | 143,569 | 72,904 | 103.2% | $1,350.40万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,650.15万 | 0.14% | 79,151 | -37,771 | -32.3% | -$1,264.65万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,633.82万 | 0.13% | 145,587 | -3,337 | -2.2% | -$60.37万 | 减仓 |
| VHT | VANGUARD WORLD FD | $2,618.81万 | 0.13% | 87,583 | -119,922 | -57.8% | -$3,585.77万 | 减仓 |
| PFF | ISHARES TR | $2,581.89万 | 0.13% | 846,800 | -828,835 | -49.5% | -$2,527.12万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $2,569.23万 | 0.13% | 562,195 | -51,116 | -8.3% | -$233.60万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $2,546.97万 | 0.13% | 483,113 | -20,703 | -4.1% | -$109.15万 | 减仓 |
| INTC | INTEL CORP | $2,516.82万 | 0.13% | 180,249 | 20,972 | 13.2% | $292.83万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,504.85万 | 0.13% | 218,078 | 23,812 | 12.3% | $273.51万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,496.18万 | 0.13% | 182,456 | 14,225 | 8.5% | $194.61万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,493.51万 | 0.13% | 196,991 | -2,440 | -1.2% | -$30.89万 | 减仓 |
| MUB | ISHARES TR | $2,458.23万 | 0.13% | 228,418 | -20,369 | -8.2% | -$219.21万 | 减仓 |
| KLAC | KLA CORP | $2,442.22万 | 0.12% | 80,946 | -44,054 | -35.2% | -$1,329.15万 | 减仓 |
| EFA | ISHARES TR | $2,435.66万 | 0.12% | 234,469 | 4,626 | 2.0% | $48.05万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,432.54万 | 0.12% | 97,940 | 15,385 | 18.6% | $382.12万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,419.52万 | 0.12% | 207,382 | 13,953 | 7.2% | $162.79万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $2,416.71万 | 0.12% | 24,708 | 3,962 | 19.1% | $387.53万 | 加仓 |
| BA | BOEING CO | $2,403.88万 | 0.12% | 111,049 | 8,511 | 8.3% | $184.24万 | 加仓 |
| IWP | ISHARES TR | $2,394.39万 | 0.12% | 163,540 | -27,256 | -14.3% | -$399.06万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,385.88万 | 0.12% | 258,576 | 1,357 | 0.5% | $12.52万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $2,378.51万 | 0.12% | 65,040 | -23,469 | -26.5% | -$858.26万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $2,368.29万 | 0.12% | 522,340 | 65,249 | 14.3% | $295.84万 | 加仓 |
| T | AT&T INC | $2,352.19万 | 0.12% | 1,136,325 | -5,710 | -0.5% | -$11.82万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,342.92万 | 0.12% | 32,539 | 2,122 | 7.0% | $152.79万 | 加仓 |
| SPGI | S&P GLOBAL INC | $2,340.11万 | 0.12% | 57,460 | 12,520 | 27.9% | $509.89万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,274.71万 | 0.12% | 305,987 | 47,284 | 18.3% | $351.51万 | 加仓 |
| LIN | LINDE PLC | $2,271.55万 | 0.12% | 43,773 | 2,564 | 6.2% | $133.06万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,257.15万 | 0.12% | 307,472 | 22,119 | 7.8% | $162.38万 | 加仓 |
| PEP | PEPSICO INC | $2,254.90万 | 0.12% | 166,536 | 6,547 | 4.1% | $88.65万 | 加仓 |
| MTUM | ISHARES TR | $2,244.18万 | 0.11% | 65,460 | 1,491 | 2.3% | $51.12万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $2,230.89万 | 0.11% | 476,300 | 261,387 | 121.6% | $1,224.28万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $2,182.24万 | 0.11% | 500,399 | 456,633 | 1,043.4% | $1,991.37万 | 加仓 |
| NRG | NRG ENERGY INC | $2,178.31万 | 0.11% | 149,138 | 2,792 | 1.9% | $40.78万 | 加仓 |
| MS | MORGAN STANLEY | $2,141.30万 | 0.11% | 102,435 | 15,793 | 18.2% | $330.14万 | 加仓 |
| ITOT | ISHARES TR | $2,123.07万 | 0.11% | 129,243 | 9,309 | 7.8% | $152.92万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $2,113.73万 | 0.11% | 75,214 | -3,417 | -4.3% | -$96.03万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $2,113.12万 | 0.11% | 394,166 | 75,673 | 23.8% | $405.68万 | 加仓 |
| BLK | BLACKROCK INC | $2,096.87万 | 0.11% | 21,807 | -373 | -1.7% | -$35.87万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $2,089.33万 | 0.11% | 129,338 | 916 | 0.7% | $14.80万 | 加仓 |
| VIS | VANGUARD WORLD FD | $2,083.85万 | 0.11% | 57,824 | 6,188 | 12.0% | $223.00万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $2,082.88万 | 0.11% | 733,668 | 713,837 | 3,599.6% | $2,026.58万 | 加仓 |
| CME | CME GROUP INC | $2,069.88万 | 0.11% | 93,732 | 8,028 | 9.4% | $177.28万 | 加仓 |
| DIS | DISNEY WALT CO | $2,049.00万 | 0.10% | 212,883 | -205,202 | -49.1% | -$1,975.07万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,040.52万 | 0.10% | 114,481 | 5,106 | 4.7% | $91.01万 | 加仓 |
| QCOM | QUALCOMM INC | $2,013.31万 | 0.10% | 108,951 | -4,861 | -4.3% | -$89.83万 | 减仓 |
| IWS | ISHARES TR | $2,008.27万 | 0.10% | 122,009 | 1,397 | 1.2% | $22.99万 | 加仓 |
| ESGD | ISHARES TR | $2,007.27万 | 0.10% | 195,241 | -8,762 | -4.3% | -$90.08万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2,005.05万 | 0.10% | 150,473 | 25,221 | 20.1% | $336.07万 | 加仓 |
| IVE | ISHARES TR | $2,001.67万 | 0.10% | 88,156 | -13,135 | -13.0% | -$298.24万 | 减仓 |
| IDU | ISHARES TR | $1,992.89万 | 0.10% | 173,885 | -250,828 | -59.1% | -$2,874.73万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,976.97万 | 0.10% | 124,604 | -890 | -0.7% | -$14.12万 | 减仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,971.38万 | 0.10% | 1,102,564 | 78,315 | 7.6% | $140.03万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $1,970.02万 | 0.10% | 388,871 | 362,321 | 1,364.7% | $1,835.52万 | 加仓 |