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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $17.67万 | 0.00% | 5,569 | 2,206 | 65.6% | $7.00万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $17.65万 | 0.00% | 3,062 | 0 | 0.0% | — | 不变 |
| — | WORKSPORT LTD | $17.64万 | 0.00% | 161,866 | 37,666 | 30.3% | $4.11万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $17.63万 | 0.00% | 12,257 | 4,609 | 60.3% | $6.63万 | 加仓 |
| IVLU | ISHARES TR | $17.61万 | 0.00% | 4,211 | 90 | 2.2% | $3,764 | 加仓 |
| EWT | ISHARES INC | $17.45万 | 0.00% | 1,606 | 75 | 4.9% | $8,148 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $17.41万 | 0.00% | 18,981 | 2,964 | 18.5% | $2.72万 | 加仓 |
| MARA | MARA HOLDINGS INC | $17.34万 | 0.00% | 12,485 | 8,422 | 207.3% | $11.70万 | 加仓 |
| LUNR | INTUITIVE MACHINES INC | $17.24万 | 0.00% | 8,060 | 745 | 10.2% | $1.59万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $17.16万 | 0.00% | 3,917 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $17.14万 | 0.00% | 3,425 | -390 | -10.2% | -$1.95万 | 减仓 |
| IDCC | INTERDIGITAL INC | $17.13万 | 0.00% | 605 | -8 | -1.3% | -$2,265 | 减仓 |
| — | DATA I O CORP | $17.13万 | 0.00% | 43,472 | 0 | 0.0% | — | 不变 |
| — | KRANESHARES TRUST | $16.89万 | 0.00% | 9,770 | -250 | -2.5% | -$4,323 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $16.88万 | 0.00% | 4,000 | -1,973 | -33.0% | -$8.33万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $16.87万 | 0.00% | 3,192 | 2,008 | 169.6% | $10.61万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $16.79万 | 0.00% | 6,632 | -12 | -0.2% | -$304 | 减仓 |
| NCNO | NCINO INC | $16.78万 | 0.00% | 10,263 | 222 | 2.2% | $3,630 | 加仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $16.75万 | 0.00% | 8,169 | 442 | 5.7% | $9,065 | 加仓 |
| BANF | BANCFIRST CORP | $16.71万 | 0.00% | 1,504 | 5 | 0.3% | $556 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $16.69万 | 0.00% | 3,236 | -142 | -4.2% | -$7,324 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $16.68万 | 0.00% | 3,132 | 0 | 0.0% | — | 不变 |
| WFRD | WEATHERFORD INTL PLC | $16.67万 | 0.00% | 2,045 | 920 | 81.8% | $7.50万 | 加仓 |
| CORP | PIMCO ETF TR | $16.67万 | 0.00% | 1,720 | -53 | -3.0% | -$5,136 | 减仓 |
| IWL | ISHARES TR | $16.65万 | 0.00% | 900 | -518 | -36.5% | -$9.58万 | 减仓 |
| VSAT | VIASAT INC | $16.59万 | 0.00% | 1,847 | -581 | -23.9% | -$5.22万 | 减仓 |
| OC | OWENS CORNING NEW | $16.55万 | 0.00% | 1,041 | -417 | -28.6% | -$6.63万 | 减仓 |
| FNB | F N B CORP | $16.53万 | 0.00% | 8,664 | -351 | -3.9% | -$6,697 | 减仓 |
| TSN | TYSON FOODS INC | $16.52万 | 0.00% | 2,886 | 1,900 | 192.7% | $10.88万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $16.49万 | 0.00% | 4,228 | 772 | 22.3% | $3.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $16.47万 | 0.00% | 2,000 | -243 | -10.8% | -$2.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $16.40万 | 0.00% | 6,869 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $16.35万 | 0.00% | 4,198 | 2,523 | 150.6% | $9.83万 | 加仓 |
| CART | MAPLEBEAR INC | $16.34万 | 0.00% | 3,450 | 1,845 | 115.0% | $8.74万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $16.29万 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $16.19万 | 0.00% | 2,586 | 297 | 13.0% | $1.86万 | 加仓 |
| — | PGIM ROCK ETF TR | $16.19万 | 0.00% | 5,193 | 5,193 | — | $16.19万 | 新建仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $16.18万 | 0.00% | 5,018 | -78 | -1.5% | -$2,516 | 减仓 |
| BTG | B2GOLD CORP | $16.06万 | 0.00% | 42,933 | 16,926 | 65.1% | $6.33万 | 加仓 |
| DGICA | DONEGAL GROUP INC | $16.03万 | 0.00% | 8,500 | 0 | 0.0% | — | 不变 |
| HGTY | HAGERTY INC | $16.01万 | 0.00% | 13,434 | 0 | 0.0% | — | 不变 |
| BOCT | INNOVATOR ETFS TRUST | $16.01万 | 0.00% | 3,019 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $15.95万 | 0.00% | 5,173 | 5,173 | — | $15.95万 | 新建仓 |
| AGIX | KRANESHARES TRUST | $15.94万 | 0.00% | 3,400 | 3,400 | — | $15.94万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $15.92万 | 0.00% | 702 | -49 | -6.5% | -$1.11万 | 减仓 |
| — | PGIM ROCK ETF TR | $15.92万 | 0.00% | 4,897 | -672 | -12.1% | -$2.18万 | 减仓 |
| FELV | FIDELITY COVINGTON TRUST | $15.90万 | 0.00% | 3,966 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY PARTNERS L P | $15.85万 | 0.00% | 2,601 | 25 | 1.0% | $1,524 | 加仓 |
| — | ISHARES TR | $15.82万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $15.82万 | 0.00% | 8,747 | 4,600 | 110.9% | $8.32万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $15.75万 | 0.00% | 1,226 | -382 | -23.8% | -$4.91万 | 减仓 |
| BCE | BCE INC | $15.75万 | 0.00% | 7,320 | 1,389 | 23.4% | $2.99万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $15.71万 | 0.00% | 1,923 | -42 | -2.1% | -$3,430 | 减仓 |
| QLTA | ISHARES TR | $15.67万 | 0.00% | 3,297 | -186 | -5.3% | -$8,839 | 减仓 |
| — | WISDOMTREE TR | $15.66万 | 0.00% | 6,925 | 6,925 | — | $15.66万 | 新建仓 |
| EXK | ENDEAVOUR SILVER CORP | $15.65万 | 0.00% | 18,907 | 4,907 | 35.0% | $4.06万 | 加仓 |
| KREF | KKR REAL ESTATE FIN TR INC | $15.64万 | 0.00% | 22,862 | 22,862 | — | $15.64万 | 新建仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $15.60万 | 0.00% | 11,419 | 710 | 6.6% | $9,698 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $15.58万 | 0.00% | 6,737 | 562 | 9.1% | $1.30万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $15.57万 | 0.00% | 3,221 | 266 | 9.0% | $1.29万 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $15.51万 | 0.00% | 2,162 | 1,386 | 178.6% | $9.94万 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $15.46万 | 0.00% | 15,938 | 4,950 | 45.0% | $4.80万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $15.44万 | 0.00% | 5,226 | 622 | 13.5% | $1.84万 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $15.42万 | 0.00% | 6,944 | 64 | 0.9% | $1,421 | 加仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $15.42万 | 0.00% | 1,355 | 80 | 6.3% | $9,104 | 加仓 |
| BF/B | BROWN FORMAN CORP | $15.39万 | 0.00% | 5,774 | 64 | 1.1% | $1,706 | 加仓 |
| EWJV | ISHARES TR | $15.39万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & I | $15.38万 | 0.00% | 18,305 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP | $15.37万 | 0.00% | 5,150 | 5,150 | — | $15.37万 | 新建仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $15.37万 | 0.00% | 9,234 | 529 | 6.1% | $8,805 | 加仓 |
| SNAP | SNAP INC | $15.36万 | 0.00% | 34,605 | -31,867 | -47.9% | -$14.15万 | 减仓 |
| NTES | NETEASE COM INC | $15.34万 | 0.00% | 1,197 | 39 | 3.4% | $4,997 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $15.33万 | 0.00% | 8,838 | -13,863 | -61.1% | -$24.05万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $15.32万 | 0.00% | 20,271 | -1,569 | -7.2% | -$1.19万 | 减仓 |
| HWKN | HAWKINS INC | $15.32万 | 0.00% | 1,078 | 17 | 1.6% | $2,416 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $15.23万 | 0.00% | 9,592 | -284,794 | -96.7% | -$452.25万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $15.17万 | 0.00% | 280 | 27 | 10.7% | $1.46万 | 加仓 |
| LYFT | LYFT INC | $15.11万 | 0.00% | 10,345 | -169 | -1.6% | -$2,469 | 减仓 |
| — | PUTNAM ETF TRUST | $15.10万 | 0.00% | 18,944 | -2,500 | -11.7% | -$1.99万 | 减仓 |
| ONDS | ONDAS INC | $15.08万 | 0.00% | 18,299 | 6,636 | 56.9% | $5.47万 | 加仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $15.07万 | 0.00% | 3,837 | 1,347 | 54.1% | $5.29万 | 加仓 |
| — | KRANESHARES TRUST | $15.06万 | 0.00% | 3,653 | 3,653 | — | $15.06万 | 新建仓 |
| KBH | KB HOME | $15.05万 | 0.00% | 2,405 | -270 | -10.1% | -$1.69万 | 减仓 |
| — | DOUBLELINE ETF TRUST | $15.02万 | 0.00% | 2,989 | 2,989 | — | $15.02万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $14.99万 | 0.00% | 862 | 0 | 0.0% | — | 不变 |
| MGA | MAGNA INTL INC | $14.98万 | 0.00% | 2,282 | -77 | -3.3% | -$5,055 | 减仓 |
| — | NEOS ETF TRUST | $14.97万 | 0.00% | 2,721 | 2,521 | 1,260.5% | $13.87万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $14.93万 | 0.00% | 5,462 | -7,525 | -57.9% | -$20.57万 | 减仓 |
| PPH | VANECK ETF TRUST | $14.92万 | 0.00% | 1,364 | -109 | -7.4% | -$1.19万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $14.88万 | 0.00% | 1,810 | 859 | 90.3% | $7.06万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $14.83万 | 0.00% | 19,182 | -1,565 | -7.5% | -$1.21万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $14.79万 | 0.00% | 2,810 | 4 | 0.1% | $211 | 加仓 |
| — | SHIFT4 PMTS INC | $14.79万 | 0.00% | 2,375 | 50 | 2.2% | $3,113 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $14.71万 | 0.00% | 14,915 | -15,201 | -50.5% | -$14.99万 | 减仓 |
| JOBY | JOBY AVIATION INC | $14.67万 | 0.00% | 16,445 | -834 | -4.8% | -$7,439 | 减仓 |
| KEX | KIRBY CORP | $14.64万 | 0.00% | 1,077 | 962 | 836.5% | $13.08万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $14.57万 | 0.00% | 4,391 | 3,491 | 387.9% | $11.59万 | 加仓 |
| SAIA | SAIA INC | $14.57万 | 0.00% | 346 | -433 | -55.6% | -$18.24万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $14.57万 | 0.00% | 5,747 | 0 | 0.0% | — | 不变 |
| VITL | VITAL FARMS INC | $14.52万 | 0.00% | 12,484 | 12,441 | 28,932.6% | $14.47万 | 重新持有 |