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 |
|---|---|---|---|---|---|---|---|---|
| TTD | THE TRADE DESK INC | $25.15万 | 0.00% | 13,909 | -3,932 | -22.0% | -$7.11万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $25.14万 | 0.00% | 377 | -437 | -53.7% | -$29.14万 | 减仓 |
| — | WINCHESTER BANCORP INC | $25.13万 | 0.00% | 19,127 | 0 | 0.0% | — | 不变 |
| BFS | SAUL CTRS INC | $25.12万 | 0.00% | 6,719 | 6,449 | 2,388.5% | $24.11万 | 加仓 |
| VFC | V F CORP | $25.12万 | 0.00% | 15,057 | 34 | 0.2% | $567 | 加仓 |
| FLS | FLOWSERVE CORP | $25.04万 | 0.00% | 3,377 | 2,017 | 148.3% | $14.96万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $25.02万 | 0.00% | 4,462 | -2,348 | -34.5% | -$13.16万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $24.98万 | 0.00% | 5,955 | 5,955 | — | $24.98万 | 新建仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $24.85万 | 0.00% | 10,789 | 932 | 9.5% | $2.15万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $24.84万 | 0.00% | 6,191 | 258 | 4.3% | $1.04万 | 加仓 |
| MDU | MDU RES GROUP INC | $24.77万 | 0.00% | 11,680 | -43 | -0.4% | -$912 | 减仓 |
| CBRS | CEREBRAS SYSTEMS INC | $24.75万 | 0.00% | 1,120 | 1,120 | — | $24.75万 | 新建仓 |
| — | TOPBUILD COR | $24.71万 | 0.00% | 697 | 355 | 103.8% | $12.59万 | 加仓 |
| CVBF | CVB FINL CORP | $24.66万 | 0.00% | 10,934 | -2,938 | -21.2% | -$6.63万 | 减仓 |
| BXP | BXP INC | $24.56万 | 0.00% | 3,704 | 3,531 | 2,041.0% | $23.41万 | 加仓 |
| — | CALAMOS ETF TR | $24.54万 | 0.00% | 4,772 | 4,772 | — | $24.54万 | 新建仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $24.54万 | 0.00% | 26,300 | 1,300 | 5.2% | $1.21万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $24.48万 | 0.00% | 4,148 | 0 | 0.0% | — | 不变 |
| BAB | INVESCO EXCH TRADED FD TR II | $24.43万 | 0.00% | 9,100 | -1,957 | -17.7% | -$5.25万 | 减仓 |
| AX | AXOS FINANCIAL INC | $24.40万 | 0.00% | 2,505 | 23 | 0.9% | $2,240 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $24.32万 | 0.00% | 6,644 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $24.31万 | 0.00% | 7,119 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $24.25万 | 0.00% | 2,169 | 780 | 56.2% | $8.72万 | 加仓 |
| RWT | REDWOOD TRUST INC | $24.24万 | 0.00% | 51,130 | 50,268 | 5,831.6% | $23.83万 | 加仓 |
| GME | GAMESTOP CORP | $24.23万 | 0.00% | 10,976 | -342 | -3.0% | -$7,551 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $24.21万 | 0.00% | 25,589 | -11,657 | -31.3% | -$11.03万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $24.17万 | 0.00% | 23,882 | 9,824 | 69.9% | $9.94万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $24.11万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| ACMR | ACM RESH INC | $24.11万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| BNL | BROADSTONE NET LEASE INC | $24.06万 | 0.00% | 11,639 | 144 | 1.3% | $2,976 | 加仓 |
| RLI | RLI CORP | $24.05万 | 0.00% | 4,072 | -1,638 | -28.7% | -$9.68万 | 减仓 |
| MCHB | MECHANICS BANCORP | $24.02万 | 0.00% | 15,104 | 15,104 | — | $24.02万 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $24.01万 | 0.00% | 3,541 | -233 | -6.2% | -$1.58万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $23.97万 | 0.00% | 3,834 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $23.92万 | 0.00% | 5,257 | 4,301 | 449.9% | $19.57万 | 加仓 |
| RVTY | REVVITY INC | $23.84万 | 0.00% | 2,143 | -2,235 | -51.1% | -$24.87万 | 减仓 |
| NVMI | NOVA LTD | $23.84万 | 0.00% | 439 | 60 | 15.8% | $3.26万 | 加仓 |
| LTPZ | PIMCO ETF TR | $23.79万 | 0.00% | 4,698 | 4,603 | 4,845.3% | $23.31万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $23.72万 | 0.00% | 23,532 | -5,267 | -18.3% | -$5.31万 | 减仓 |
| FALN | ISHARES TR | $23.71万 | 0.00% | 8,703 | 4,104 | 89.2% | $11.18万 | 加仓 |
| BMI | BADGER METER INC | $23.61万 | 0.00% | 1,591 | -138 | -8.0% | -$2.05万 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $23.59万 | 0.00% | 6,831 | -275 | -3.9% | -$9,495 | 减仓 |
| SEIC | SEI INVTS CO | $23.58万 | 0.00% | 2,689 | -1,368 | -33.7% | -$12.00万 | 减仓 |
| ECHO | ECHOSTAR CORP | $23.53万 | 0.00% | 2,318 | 832 | 56.0% | $8.44万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $23.53万 | 0.00% | 4,533 | -78 | -1.7% | -$4,048 | 减仓 |
| PTC | PTC INC | $23.51万 | 0.00% | 2,069 | 1,146 | 124.2% | $13.02万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $23.50万 | 0.00% | 38,269 | 625 | 1.7% | $3,837 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $23.46万 | 0.00% | 1,981 | -10 | -0.5% | -$1,184 | 减仓 |
| AGI | ALAMOS GOLD INC | $23.44万 | 0.00% | 7,726 | 1,298 | 20.2% | $3.94万 | 加仓 |
| MLR | MILLER INDS INC TENN | $23.41万 | 0.00% | 4,576 | 0 | 0.0% | — | 不变 |
| COLD | AMERICOLD REALTY TRUST INC | $23.40万 | 0.00% | 14,886 | -437 | -2.9% | -$6,870 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.39万 | 0.00% | 7,804 | 0 | 0.0% | — | 不变 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $23.21万 | 0.00% | 40,439 | 3,413 | 9.2% | $1.96万 | 加仓 |
| SARO | STANDARDAERO INC | $23.20万 | 0.00% | 7,757 | 7,757 | — | $23.20万 | 新建仓 |
| RRC | RANGE RES CORP | $23.18万 | 0.00% | 6,234 | 4,774 | 327.0% | $17.75万 | 加仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $23.18万 | 0.00% | 1,298 | -76 | -5.5% | -$1.36万 | 减仓 |
| NULG | NUSHARES ETF TR | $23.16万 | 0.00% | 1,979 | -2,558 | -56.4% | -$29.94万 | 减仓 |
| IYT | ISHARES TR | $23.16万 | 0.00% | 2,669 | 251 | 10.4% | $2.18万 | 加仓 |
| LEA | LEAR CORP | $23.12万 | 0.00% | 1,724 | -9 | -0.5% | -$1,207 | 减仓 |
| MHO | M/I HOMES INC | $23.11万 | 0.00% | 1,438 | -8,409 | -85.4% | -$135.17万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $23.10万 | 0.00% | 33,380 | -2,089 | -5.9% | -$1.45万 | 减仓 |
| XBIL | RBB FD INC | $23.05万 | 0.00% | 4,610 | -616 | -11.8% | -$3.08万 | 减仓 |
| — | CB FINL SVCS INC | $23.04万 | 0.00% | 6,080 | 0 | 0.0% | — | 不变 |
| UNG | UNITED STS NAT GAS FD LP | $23.03万 | 0.00% | 19,651 | 4,255 | 27.6% | $4.99万 | 加仓 |
| PTRB | PGIM ETF TR | $22.91万 | 0.00% | 5,525 | 4,760 | 622.2% | $19.74万 | 加仓 |
| — | WISDOMTREE TR | $22.74万 | 0.00% | 1,734 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $22.71万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| LVS | LAS VEGAS SANDS CORP | $22.68万 | 0.00% | 4,909 | 2,268 | 85.9% | $10.48万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $22.55万 | 0.00% | 18,000 | 0 | 0.0% | — | 不变 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $22.44万 | 0.00% | 14,272 | 218 | 1.6% | $3,427 | 加仓 |
| SAFE | SAFEHOLD INC | $22.41万 | 0.00% | 14,275 | 14,275 | — | $22.41万 | 新建仓 |
| AHRT | AH RLTY TR INC | $22.31万 | 0.00% | 31,512 | 27,012 | 600.3% | $19.12万 | 加仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $22.22万 | 0.00% | 5,987 | 2,083 | 53.4% | $7.73万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $22.18万 | 0.00% | 6,989 | -3,066 | -30.5% | -$9.73万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $22.15万 | 0.00% | 10,517 | 9,626 | 1,080.4% | $20.27万 | 加仓 |
| FFIV | F5 INC | $22.13万 | 0.00% | 532 | -505 | -48.7% | -$21.01万 | 减仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $22.01万 | 0.00% | 2,713 | 1,172 | 76.1% | $9.51万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $21.99万 | 0.00% | 1,212 | -35 | -2.8% | -$6,351 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $21.98万 | 0.00% | 415 | -926 | -69.1% | -$49.04万 | 减仓 |
| — | SARATOGA INVT CORP | $21.98万 | 0.00% | 9,851 | 2,374 | 31.8% | $5.30万 | 加仓 |
| EIG | EMPLOYERS HLDGS INC | $21.92万 | 0.00% | 4,342 | 4,324 | 24,022.2% | $21.83万 | 重新持有 |
| DAPP | VANECK ETF TRUST | $21.78万 | 0.00% | 11,236 | 2,028 | 22.0% | $3.93万 | 加仓 |
| LAD | LITHIA MTRS INC | $21.76万 | 0.00% | 749 | -124 | -14.2% | -$3.60万 | 减仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $21.74万 | 0.00% | 14,166 | -2,078 | -12.8% | -$3.19万 | 减仓 |
| BTU | PEABODY ENGR CORP | $21.66万 | 0.00% | 9,370 | 6,160 | 191.9% | $14.24万 | 加仓 |
| — | QORVO INC | $21.60万 | 0.00% | 2,316 | 50 | 2.2% | $4,663 | 加仓 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $21.59万 | 0.00% | 4,557 | -142 | -3.0% | -$6,727 | 减仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $21.49万 | 0.00% | 6,453 | 284 | 4.6% | $9,460 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $21.48万 | 0.00% | 6,342 | -1,888 | -22.9% | -$6.39万 | 减仓 |
| BUXX | EA SERIES TRUST | $21.45万 | 0.00% | 10,599 | 0 | 0.0% | — | 不变 |
| — | TEUCRIUM COMMODITY TR | $21.44万 | 0.00% | 9,732 | 2,200 | 29.2% | $4.85万 | 加仓 |
| CHE | CHEMED CORP NEW | $21.42万 | 0.00% | 460 | 146 | 46.5% | $6.80万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $21.42万 | 0.00% | 5,699 | -323 | -5.4% | -$1.21万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $21.38万 | 0.00% | 9,443 | 2,214 | 30.6% | $5.01万 | 加仓 |
| — | PGIM ROCK ETF TR | $21.35万 | 0.00% | 6,571 | 0 | 0.0% | — | 不变 |
| EVIM | MORGAN STANLEY ETF TRUST | $21.31万 | 0.00% | 4,000 | 4,000 | — | $21.31万 | 新建仓 |
| IBDU | ISHARES TR | $21.29万 | 0.00% | 9,194 | 0 | 0.0% | — | 不变 |
| EEMA | ISHARES INC | $21.27万 | 0.00% | 1,819 | -412 | -18.5% | -$4.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $21.27万 | 0.00% | 6,808 | -1,400 | -17.1% | -$4.37万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $21.18万 | 0.00% | 2,035 | 0 | 0.0% | — | 不变 |