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 |
|---|---|---|---|---|---|---|---|---|
| HASI | HA SUSTAINABLE INFRA CAP INC | $9.66万 | 0.00% | 2,474 | 169 | 7.3% | $6,600 | 加仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $9.64万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| MBC | MASTERBRAND INC | $9.63万 | 0.00% | 9,361 | 2,921 | 45.4% | $3.01万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $9.60万 | 0.00% | 6,708 | 0 | 0.0% | — | 不变 |
| HYMC | HYCROFT MINING HOLDING CORP | $9.59万 | 0.00% | 4,100 | 2,000 | 95.2% | $4.68万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $9.55万 | 0.00% | 3,275 | 1,036 | 46.3% | $3.02万 | 加仓 |
| PLUG | PLUG PWR INC | $9.55万 | 0.00% | 35,224 | -1,126 | -3.1% | -$3,051 | 减仓 |
| — | BANK OF AMER CORP | $9.53万 | 0.00% | 76 | -8 | -9.5% | -$1.00万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9.53万 | 0.00% | 3,130 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK FLOATING RATE INCO | $9.50万 | 0.00% | 8,643 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $9.50万 | 0.00% | 1,339 | 0 | 0.0% | — | 不变 |
| ACHR | ARCHER AVIATION INC | $9.44万 | 0.00% | 19,961 | -18,415 | -48.0% | -$8.71万 | 减仓 |
| — | ALBEMARLE CORP | $9.42万 | 0.00% | 1,702 | 0 | 0.0% | — | 不变 |
| BUR | BURFORD CAPITAL LIMITED | $9.41万 | 0.00% | 22,949 | 5,655 | 32.7% | $2.32万 | 加仓 |
| EVSB | MORGAN STANLEY ETF TRUST | $9.40万 | 0.00% | 1,850 | 155 | 9.1% | $7,874 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $9.36万 | 0.00% | 2,701 | 1,012 | 59.9% | $3.51万 | 加仓 |
| CERS | CERUS CORP | $9.34万 | 0.00% | 32,000 | -12,760 | -28.5% | -$3.73万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $9.34万 | 0.00% | 497 | 72 | 16.9% | $1.35万 | 加仓 |
| — | RESOURCES CONNECTION INC | $9.33万 | 0.00% | 21,962 | 21,962 | — | $9.33万 | 新建仓 |
| HUBS | HUBSPOT INC | $9.27万 | 0.00% | 508 | -790 | -60.9% | -$14.41万 | 减仓 |
| RONB | BARON ETF TR | $9.25万 | 0.00% | 3,791 | -5,596 | -59.6% | -$13.65万 | 减仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $9.25万 | 0.00% | 21,020 | -1,083 | -4.9% | -$4,765 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $9.25万 | 0.00% | 8,717 | -552 | -6.0% | -$5,857 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $9.25万 | 0.00% | 6,190 | 172 | 2.9% | $2,570 | 加仓 |
| XES | SPDR SERIES TRUST | $9.25万 | 0.00% | 825 | 388 | 88.8% | $4.35万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $9.23万 | 0.00% | 2,254 | -230,397 | -99.0% | -$943.70万 | 减仓 |
| LION | LIONSGATE STUDIOS CORP | $9.19万 | 0.00% | 6,000 | -60 | -1.0% | -$919 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $9.18万 | 0.00% | 2,148 | 2,148 | — | $9.18万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $9.13万 | 0.00% | 2,315 | -38 | -1.6% | -$1,498 | 减仓 |
| XVV | ISHARES TR | $9.08万 | 0.00% | 1,599 | 30 | 1.9% | $1,704 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $9.08万 | 0.00% | 3,468 | 37 | 1.1% | $969 | 加仓 |
| NEU | NEWMARKET CORP | $9.05万 | 0.00% | 114 | 62 | 119.2% | $4.92万 | 加仓 |
| FTRB | FEDERATED HERMES ETF TRUST | $9.05万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $9.05万 | 0.00% | 14,940 | -1,296 | -8.0% | -$7,854 | 减仓 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $9.02万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| BKCH | GLOBAL X FDS | $8.98万 | 0.00% | 1,200 | 1,075 | 860.0% | $8.05万 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $8.97万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $8.97万 | 0.00% | 800 | 21 | 2.7% | $2,355 | 加仓 |
| PUK | PRUDENTIAL PLC | $8.95万 | 0.00% | 3,338 | 2,792 | 511.4% | $7.49万 | 加仓 |
| FFA | FIRST TR ENHANCED EQUITY | $8.94万 | 0.00% | 4,000 | -26,597 | -86.9% | -$59.47万 | 减仓 |
| FYLD | CAMBRIA ETF TR | $8.94万 | 0.00% | 2,450 | 2,450 | — | $8.94万 | 新建仓 |
| NAPR | INNOVATOR ETFS TRUST | $8.94万 | 0.00% | 1,510 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LTS FD TR IV | $8.92万 | 0.00% | 1,871 | 1,871 | — | $8.92万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $8.92万 | 0.00% | 2,387 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $8.91万 | 0.00% | 3,217 | 3,217 | — | $8.91万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $8.91万 | 0.00% | 166 | 145 | 690.5% | $7.79万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8.91万 | 0.00% | 89,000 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $8.89万 | 0.00% | 621 | -11 | -1.7% | -$1,576 | 减仓 |
| — | THEMES ETF TR | $8.89万 | 0.00% | 2,112 | -457 | -17.8% | -$1.92万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $8.87万 | 0.00% | 5,998 | 38 | 0.6% | $562 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $8.86万 | 0.00% | 1,705 | 8 | 0.5% | $416 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $8.85万 | 0.00% | 5,435 | 130 | 2.5% | $2,116 | 加仓 |
| — | HARBOR ETF TRUST | $8.84万 | 0.00% | 4,130 | -144 | -3.4% | -$3,081 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $8.83万 | 0.00% | 2,607 | -15 | -0.6% | -$508 | 减仓 |
| PRDO | PERDOCEO ED CORP | $8.81万 | 0.00% | 2,752 | -927 | -25.2% | -$2.97万 | 减仓 |
| — | NEXTERA ENERGY INC | $8.78万 | 0.00% | 1,652 | -810 | -32.9% | -$4.30万 | 减仓 |
| EPR | EPR PPTYS | $8.76万 | 0.00% | 1,510 | 64 | 4.4% | $3,713 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $8.76万 | 0.00% | 351 | 1 | 0.3% | $250 | 加仓 |
| OSIS | OSI SYSTEMS INC | $8.75万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CLOZ | SERIES PORTFOLIOS TR | $8.68万 | 0.00% | 3,285 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $8.67万 | 0.00% | 2,168 | -209 | -8.8% | -$8,355 | 减仓 |
| ONB | OLD NATL BANCORP IND | $8.65万 | 0.00% | 3,339 | 1,163 | 53.4% | $3.01万 | 加仓 |
| SRVR | PACER FDS TR | $8.63万 | 0.00% | 2,718 | 1,319 | 94.3% | $4.19万 | 加仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $8.63万 | 0.00% | 8,121 | 925 | 12.9% | $9,833 | 加仓 |
| PATH | UIPATH INC | $8.60万 | 0.00% | 7,912 | -7,734 | -49.4% | -$8.41万 | 减仓 |
| — | GLOBAL X FDS | $8.60万 | 0.00% | 2,284 | -53 | -2.3% | -$1,995 | 减仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $8.59万 | 0.00% | 15,711 | 327 | 2.1% | $1,789 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $8.59万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $8.58万 | 0.00% | 3,600 | 3,600 | — | $8.58万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $8.57万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| — | JFB CONSTR HLDGS | $8.55万 | 0.00% | 17,774 | 6,464 | 57.2% | $3.11万 | 加仓 |
| — | ELLINGTON CREDIT COMPANY | $8.54万 | 0.00% | 19,328 | 944 | 5.1% | $4,172 | 加仓 |
| AXTA | AXALTA COATING SYS LTD | $8.51万 | 0.00% | 2,486 | -189 | -7.1% | -$6,468 | 减仓 |
| INFQ | INFLEQTION INC | $8.50万 | 0.00% | 6,385 | 4,401 | 221.8% | $5.86万 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $8.49万 | 0.00% | 1,280 | -2,014 | -61.1% | -$13.36万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $8.48万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $8.45万 | 0.00% | 2,070 | -340 | -14.1% | -$1.39万 | 减仓 |
| SPMB | SPDR SERIES TRUST | $8.45万 | 0.00% | 3,787 | 0 | 0.0% | — | 不变 |
| VLU | SPDR SERIES TRUST | $8.43万 | 0.00% | 354 | 35 | 11.0% | $8,337 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $8.42万 | 0.00% | 1,083 | 237 | 28.0% | $1.84万 | 加仓 |
| EPP | ISHARES INC | $8.41万 | 0.00% | 1,579 | 327 | 26.1% | $1.74万 | 加仓 |
| BSY | BENTLEY SYS INC | $8.40万 | 0.00% | 2,811 | 1,889 | 204.9% | $5.65万 | 加仓 |
| — | GRANITE PT MTG TR INC | $8.40万 | 0.00% | 56,009 | 56,009 | — | $8.40万 | 新建仓 |
| GRAL | GRAIL INC | $8.39万 | 0.00% | 1,229 | 349 | 39.7% | $2.38万 | 加仓 |
| EFX | EQUIFAX INC | $8.36万 | 0.00% | 526 | -1,053 | -66.7% | -$16.73万 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8.35万 | 0.00% | 16,058 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV | $8.35万 | 0.00% | 5,965 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $8.30万 | 0.00% | 3,195 | 603 | 23.3% | $1.57万 | 加仓 |
| UI | UBIQUITI INC | $8.30万 | 0.00% | 155 | 74 | 91.4% | $3.96万 | 加仓 |
| — | PG&E CORP | $8.27万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| KAPR | INNOVATOR ETFS TRUST | $8.25万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $8.25万 | 0.00% | 3,139 | 170 | 5.7% | $4,469 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $8.25万 | 0.00% | 1,799 | 4 | 0.2% | $183 | 加仓 |
| ALGT | ALLEGIANT TRAVEL CO | $8.23万 | 0.00% | 700 | -25 | -3.4% | -$2,940 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $8.22万 | 0.00% | 11,328 | 1,078 | 10.5% | $7,826 | 加仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $8.19万 | 0.00% | 892 | -4 | -0.4% | -$367 | 减仓 |
| NUGT | DIREXION SHARES ETF TRUST | $8.19万 | 0.00% | 700 | 200 | 40.0% | $2.34万 | 加仓 |
| CRNC | CERENCE INC | $8.17万 | 0.00% | 7,221 | -1,400 | -16.2% | -$1.58万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $8.13万 | 0.00% | 1,358 | -279 | -17.0% | -$1.67万 | 减仓 |
| ONON | ON HLDG AG | $8.12万 | 0.00% | 2,293 | -5,324 | -69.9% | -$18.86万 | 减仓 |