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 |
|---|---|---|---|---|---|---|---|---|
| CNEQ | THE ALGER ETF TRUST | $29.96万 | 0.00% | 7,259 | 5,084 | 233.7% | $20.98万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $29.90万 | 0.00% | 61,528 | -1,409 | -2.2% | -$6,848 | 减仓 |
| CHWY | CHEWY INC | $29.87万 | 0.00% | 15,199 | 6,974 | 84.8% | $13.70万 | 加仓 |
| — | PGIM ROCK ETF TR | $29.85万 | 0.00% | 9,026 | 0 | 0.0% | — | 不变 |
| FSV | FIRSTSERVICE CORP NEW | $29.84万 | 0.00% | 2,100 | 39 | 1.9% | $5,542 | 加仓 |
| GSUS | GOLDMAN SACHS ETF TR | $29.84万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| ASH | ASHLAND INC | $29.84万 | 0.00% | 4,528 | 1,080 | 31.3% | $7.12万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $29.83万 | 0.00% | 5,708 | -102 | -1.8% | -$5,331 | 减仓 |
| AGZ | ISHARES TR | $29.82万 | 0.00% | 2,729 | -580 | -17.5% | -$6.34万 | 减仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $29.74万 | 0.00% | 14,075 | -17,729 | -55.7% | -$37.46万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $29.71万 | 0.00% | 3,751 | -4,266 | -53.2% | -$33.79万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $29.69万 | 0.00% | 4,370 | 3,979 | 1,017.6% | $27.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $29.65万 | 0.00% | 12,402 | -1,850 | -13.0% | -$4.42万 | 减仓 |
| WDAY | WORKDAY INC | $29.55万 | 0.00% | 2,414 | -2,368 | -49.5% | -$28.99万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.52万 | 0.00% | 6,873 | -100 | -1.4% | -$4,296 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $29.49万 | 0.00% | 9,554 | -441 | -4.4% | -$1.36万 | 减仓 |
| ALV | AUTOLIV INC | $29.38万 | 0.00% | 2,529 | 1,922 | 316.6% | $22.33万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $29.33万 | 0.00% | 12,438 | 9,041 | 266.1% | $21.32万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $29.32万 | 0.00% | 22,942 | 491 | 2.2% | $6,275 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $29.24万 | 0.00% | 4,349 | 2,605 | 149.4% | $17.52万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $29.19万 | 0.00% | 8,036 | -488 | -5.7% | -$1.77万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $28.98万 | 0.00% | 6,997 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $28.82万 | 0.00% | 1,602 | -1,063 | -39.9% | -$19.12万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $28.81万 | 0.00% | 7,009 | 0 | 0.0% | — | 不变 |
| HAWX | ISHARES TR | $28.81万 | 0.00% | 6,195 | -70 | -1.1% | -$3,255 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $28.79万 | 0.00% | 7,043 | -1,164 | -14.2% | -$4.76万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $28.73万 | 0.00% | 22,203 | 22,140 | 35,142.9% | $28.65万 | 加仓 |
| NDSN | NORDSON CORP | $28.73万 | 0.00% | 952 | -383 | -28.7% | -$11.56万 | 减仓 |
| — | BLACKROCK MUNIYIELD MICH QU | $28.72万 | 0.00% | 23,403 | 23,403 | — | $28.72万 | 新建仓 |
| EHC | ENCOMPASS HEALTH CORP | $28.56万 | 0.00% | 2,825 | -1,138 | -28.7% | -$11.50万 | 减仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $28.55万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| PZA | INVESCO EXCH TRADED FD TR II | $28.50万 | 0.00% | 12,116 | -10,276 | -45.9% | -$24.17万 | 减仓 |
| GCO | GENESCO INC | $28.43万 | 0.00% | 8,417 | 8,417 | — | $28.43万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $28.32万 | 0.00% | 11,368 | 0 | 0.0% | — | 不变 |
| FHB | FIRST HAWAIIAN INC | $28.32万 | 0.00% | 9,664 | -317 | -3.2% | -$9,288 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP | $28.30万 | 0.00% | 6,369 | 6,369 | — | $28.30万 | 新建仓 |
| — | NEOS ETF TRUST | $28.25万 | 0.00% | 5,830 | 1,025 | 21.3% | $4.97万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $28.23万 | 0.00% | 1,595 | 1,380 | 641.9% | $24.42万 | 加仓 |
| VNM | VANECK ETF TRUST | $28.18万 | 0.00% | 15,255 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $28.04万 | 0.00% | 1,329 | 2 | 0.2% | $422 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $28.00万 | 0.00% | 1,784 | 43 | 2.5% | $6,749 | 加仓 |
| CAG | CONAGRA BRANDS INC | $27.94万 | 0.00% | 20,758 | 2,136 | 11.5% | $2.88万 | 加仓 |
| BG | BUNGE GLOBAL SA | $27.93万 | 0.00% | 2,617 | 1,190 | 83.4% | $12.70万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $27.93万 | 0.00% | 11,144 | 632 | 6.0% | $1.58万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $27.89万 | 0.00% | 36,320 | 1,140 | 3.2% | $8,755 | 加仓 |
| — | ISHARES TR | $27.81万 | 0.00% | 7,203 | 3,777 | 110.2% | $14.58万 | 重新持有 |
| MUR | MURPHY OIL CORP | $27.74万 | 0.00% | 8,521 | -600 | -6.6% | -$1.95万 | 减仓 |
| TPG | TPG INC | $27.72万 | 0.00% | 6,835 | 6,585 | 2,634.0% | $26.70万 | 重新持有 |
| INDA | ISHARES TR | $27.63万 | 0.00% | 5,595 | -1,622 | -22.5% | -$8.01万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $27.61万 | 0.00% | 12,711 | 3,827 | 43.1% | $8.31万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $27.46万 | 0.00% | 3,508 | 2,040 | 139.0% | $15.97万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $27.38万 | 0.00% | 5,478 | -381 | -6.5% | -$1.90万 | 减仓 |
| RSSB | TIDAL TRUST II | $27.27万 | 0.00% | 8,864 | 8,332 | 1,566.2% | $25.63万 | 加仓 |
| CNDT | CONDUENT INC | $27.23万 | 0.00% | 186,500 | -5,350 | -2.8% | -$7,811 | 减仓 |
| — | NUVEEN ARIZONA QLTY MUN INC | $27.10万 | 0.00% | 21,700 | 21,700 | — | $27.10万 | 新建仓 |
| SBGI | SINCLAIR INC | $27.02万 | 0.00% | 18,959 | -796 | -4.0% | -$1.13万 | 减仓 |
| ROL | ROLLINS INC | $26.99万 | 0.00% | 6,467 | 4,052 | 167.8% | $16.91万 | 加仓 |
| EFC | ELLINGTON FINANCIAL INC | $26.96万 | 0.00% | 19,807 | 16,019 | 422.9% | $21.80万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $26.85万 | 0.00% | 7,457 | -3,862 | -34.1% | -$13.91万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $26.85万 | 0.00% | 6,766 | -584 | -7.9% | -$2.32万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.84万 | 0.00% | 9,722 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $26.71万 | 0.00% | 709 | 500 | 239.2% | $18.83万 | 加仓 |
| — | DATACENTREX INC | $26.70万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $26.62万 | 0.00% | 2,041 | 0 | 0.0% | — | 不变 |
| STEP | STEPSTONE GROUP INC | $26.59万 | 0.00% | 6,430 | 526 | 8.9% | $2.18万 | 加仓 |
| — | VANECK ETHEREUM TR | $26.49万 | 0.00% | 11,494 | -2,090 | -15.4% | -$4.82万 | 减仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $26.48万 | 0.00% | 12,232 | -5,999 | -32.9% | -$12.99万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $26.48万 | 0.00% | 28,202 | -683 | -2.4% | -$6,413 | 减仓 |
| KNF | KNIFE RIVER CORP | $26.39万 | 0.00% | 3,155 | -108 | -3.3% | -$9,034 | 减仓 |
| HAS | HASBRO INC | $26.38万 | 0.00% | 3,194 | 335 | 11.7% | $2.77万 | 加仓 |
| — | ISHARES TR | $26.36万 | 0.00% | 10,028 | -31 | -0.3% | -$815 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $26.36万 | 0.00% | 17,354 | 2,623 | 17.8% | $3.98万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.32万 | 0.00% | 206 | -153 | -42.6% | -$19.55万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $26.32万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| KAI | KADANT INC | $26.27万 | 0.00% | 836 | -70 | -7.7% | -$2.20万 | 减仓 |
| EWM | ISHARES INC | $26.22万 | 0.00% | 9,730 | 9,730 | — | $26.22万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $26.18万 | 0.00% | 3,033 | 953 | 45.8% | $8.23万 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $26.16万 | 0.00% | 25,772 | -1,021 | -3.8% | -$1.04万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.13万 | 0.00% | 1,603 | -1,458 | -47.6% | -$23.76万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $26.11万 | 0.00% | 5,736 | -1,007 | -14.9% | -$4.58万 | 减仓 |
| — | ISHARES ETHEREUM TR | $26.09万 | 0.00% | 21,943 | 131 | 0.6% | $1,558 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $25.96万 | 0.00% | 7,609 | -3,127 | -29.1% | -$10.67万 | 减仓 |
| FLEX | FLEX LTD | $25.95万 | 0.00% | 1,601 | -448 | -21.9% | -$7.26万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $25.94万 | 0.00% | 5,004 | 279 | 5.9% | $1.45万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $25.93万 | 0.00% | 18,350 | -7,620 | -29.3% | -$10.77万 | 减仓 |
| XYLD | GLOBAL X FDS | $25.89万 | 0.00% | 6,348 | -2,017 | -24.1% | -$8.23万 | 减仓 |
| — | WELLS FARGO & CO | $25.80万 | 0.00% | 223 | 11 | 5.2% | $1.27万 | 加仓 |
| TECH | BIO-TECHNE CORP | $25.77万 | 0.00% | 3,648 | -96 | -2.6% | -$6,783 | 减仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $25.76万 | 0.00% | 36,795 | 13,576 | 58.5% | $9.50万 | 加仓 |
| AGCO | AGCO CORP | $25.72万 | 0.00% | 2,148 | 1,099 | 104.8% | $13.16万 | 加仓 |
| TOST | TOAST INC | $25.71万 | 0.00% | 9,243 | -4,309 | -31.8% | -$11.99万 | 减仓 |
| HLN | HALEON PLC | $25.56万 | 0.00% | 27,398 | -13,854 | -33.6% | -$12.93万 | 减仓 |
| EWC | ISHARES INC | $25.47万 | 0.00% | 4,418 | -120 | -2.6% | -$6,917 | 减仓 |
| REAL | THE REALREAL INC | $25.46万 | 0.00% | 21,595 | 6,242 | 40.7% | $7.36万 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $25.45万 | 0.00% | 12,055 | 7,769 | 181.3% | $16.40万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $25.43万 | 0.00% | 29,042 | 14,068 | 93.9% | $12.32万 | 加仓 |
| ARKG | ARK ETF TR | $25.35万 | 0.00% | 6,027 | -2,172 | -26.5% | -$9.14万 | 减仓 |
| — | PGIM ROCK ETF TR | $25.30万 | 0.00% | 8,053 | 0 | 0.0% | — | 不变 |
| GDEC | FIRST TR EXCHNG TRADED FD VI | $25.28万 | 0.00% | 6,351 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $25.20万 | 0.00% | 11,125 | 7,041 | 172.4% | $15.95万 | 加仓 |