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 |
|---|---|---|---|---|---|---|---|---|
| PKB | INVESCO EXCHANGE TRADED FD T | $8.11万 | 0.00% | 724 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $8.08万 | 0.00% | 639 | -130 | -16.9% | -$1.64万 | 减仓 |
| DBX | DROPBOX INC | $8.07万 | 0.00% | 2,939 | -9 | -0.3% | -$247 | 减仓 |
| IBTJ | ISHARES TR | $8.06万 | 0.00% | 3,725 | -1,505 | -28.8% | -$3.26万 | 减仓 |
| STLA | STELLANTIS N.V | $8.04万 | 0.00% | 14,016 | 6,097 | 77.0% | $3.50万 | 加仓 |
| — | EVA LIVE INC | $8.03万 | 0.00% | 30,530 | 0 | 0.0% | — | 不变 |
| TDTT | FLEXSHARES TR | $8.03万 | 0.00% | 3,358 | 0 | 0.0% | — | 不变 |
| — | VANECK FDS | $8.03万 | 0.00% | 1,853 | 1,153 | 164.7% | $5.00万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $8.00万 | 0.00% | 2,143 | -705 | -24.8% | -$2.63万 | 减仓 |
| SFL | SFL CORPORATION LTD | $8.00万 | 0.00% | 7,841 | 7,457 | 1,941.9% | $7.61万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $7.99万 | 0.00% | 2,124 | 0 | 0.0% | — | 不变 |
| — | PGIM ROCK ETF TR | $7.98万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| KORP | AMERICAN CENTY ETF TR | $7.96万 | 0.00% | 1,700 | -2,225 | -56.7% | -$10.42万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $7.96万 | 0.00% | 515 | -138 | -21.1% | -$2.13万 | 减仓 |
| FBCG | FIDELITY COVINGTON TRUST | $7.94万 | 0.00% | 1,279 | 142 | 12.5% | $8,820 | 重新持有 |
| VSDM | VANGUARD MUN BD FDS | $7.92万 | 0.00% | 1,034 | 0 | 0.0% | — | 不变 |
| SLDP | SOLID POWER INC | $7.90万 | 0.00% | 30,500 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $7.89万 | 0.00% | 2,241 | 213 | 10.5% | $7,503 | 加仓 |
| NASA | TEMA ETF TRUST | $7.84万 | 0.00% | 2,580 | 2,500 | 3,125.0% | $7.59万 | 加仓 |
| FROG | JFROG LTD | $7.83万 | 0.00% | 862 | 330 | 62.0% | $3.00万 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $7.82万 | 0.00% | 389 | -3 | -0.8% | -$603 | 减仓 |
| PPTA | PERPETUA RESOURCES CORP | $7.79万 | 0.00% | 3,750 | 2,000 | 114.3% | $4.15万 | 加仓 |
| — | CREDIT SUISSE NASSAU BRANC | $7.76万 | 0.00% | 552 | 102 | 22.7% | $1.43万 | 加仓 |
| IBMQ | ISHARES TR | $7.75万 | 0.00% | 3,028 | 0 | 0.0% | — | 不变 |
| IBMR | ISHARES TR | $7.74万 | 0.00% | 3,048 | 0 | 0.0% | — | 不变 |
| — | THE REAL BROKERAGE INC | $7.74万 | 0.00% | 42,500 | 7,500 | 21.4% | $1.36万 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $7.71万 | 0.00% | 2,928 | 1,082 | 58.6% | $2.85万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $7.69万 | 0.00% | 3,813 | 3,805 | 47,562.5% | $7.67万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $7.67万 | 0.00% | 2,794 | 0 | 0.0% | — | 不变 |
| — | STRATEGY INC | $7.65万 | 0.00% | 1,300 | -6,510 | -83.4% | -$38.29万 | 减仓 |
| FHI | FEDERATED HERMES INC | $7.63万 | 0.00% | 1,382 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $7.63万 | 0.00% | 2,062 | 0 | 0.0% | — | 不变 |
| FSM | FORTUNA MNG CORP | $7.61万 | 0.00% | 9,006 | 6 | 0.1% | $51 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $7.58万 | 0.00% | 2,418 | 2,418 | — | $7.58万 | 新建仓 |
| VSDA | VICTORY PORTFOLIOS II | $7.56万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| ALOY | REALLOYS INC | $7.55万 | 0.00% | 5,225 | 1,425 | 37.5% | $2.06万 | 加仓 |
| THYF | T ROWE PRICE EXCHANGE-TRADED | $7.54万 | 0.00% | 1,462 | -328 | -18.3% | -$1.69万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7.51万 | 0.00% | 1,405 | 1 | 0.1% | $53 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $7.51万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| JMIA | JUMIA TECHNOLOGIES AG | $7.51万 | 0.00% | 10,653 | -5,568 | -34.3% | -$3.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.49万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $7.49万 | 0.00% | 3,414 | -22 | -0.6% | -$483 | 减仓 |
| OR | OR ROYALTIES INC. | $7.47万 | 0.00% | 2,360 | 2 | 0.1% | $63 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $7.46万 | 0.00% | 36 | -19 | -34.5% | -$3.94万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $7.45万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| FRDM | EA SERIES TRUST | $7.43万 | 0.00% | 1,019 | 59 | 6.1% | $4,301 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.43万 | 0.00% | 1,900 | -300 | -13.6% | -$1.17万 | 减仓 |
| GH | GUARDANT HEALTH INC | $7.43万 | 0.00% | 495 | -487 | -49.6% | -$7.31万 | 减仓 |
| HBM | HUDBAY MINERALS INC | $7.43万 | 0.00% | 3,145 | 3,095 | 6,190.0% | $7.31万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $7.42万 | 0.00% | 2,064 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $7.42万 | 0.00% | 212 | -143 | -40.3% | -$5.01万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $7.39万 | 0.00% | 4,092 | -5,177 | -55.9% | -$9.35万 | 减仓 |
| — | AIRO GROUP HLDGS INC | $7.39万 | 0.00% | 10,004 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $7.38万 | 0.00% | 7,200 | 6,200 | 620.0% | $6.36万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $7.32万 | 0.00% | 5,627 | -2,265 | -28.7% | -$2.95万 | 减仓 |
| SBET | SHARPLINK INC | $7.32万 | 0.00% | 15,250 | -72,989 | -82.7% | -$35.03万 | 减仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $7.32万 | 0.00% | 1,184 | 36 | 3.1% | $2,226 | 加仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $7.31万 | 0.00% | 1,874 | 1,874 | — | $7.31万 | 新建仓 |
| LTRX | LANTRONIX INC | $7.31万 | 0.00% | 12,428 | 12,428 | — | $7.31万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $7.30万 | 0.00% | 1,480 | 3 | 0.2% | $148 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.30万 | 0.00% | 1,900 | -300 | -13.6% | -$1.15万 | 减仓 |
| NBH | NEUBERGER MUN FD INC | $7.29万 | 0.00% | 6,913 | -4,000 | -36.7% | -$4.22万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.29万 | 0.00% | 1,682 | 0 | 0.0% | — | 不变 |
| — | SEANERGY MARITIME HLDGS CORP | $7.28万 | 0.00% | 5,423 | 5,423 | — | $7.28万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $7.28万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES INC | $7.27万 | 0.00% | 1,879 | -300 | -13.8% | -$1.16万 | 减仓 |
| CAL | CALERES INC | $7.26万 | 0.00% | 5,867 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $7.25万 | 0.00% | 1,379 | -6 | -0.4% | -$315 | 减仓 |
| NWG | NATWEST GROUP PLC | $7.20万 | 0.00% | 4,085 | -123 | -2.9% | -$2,168 | 减仓 |
| WSBC | WESBANCO INC | $7.18万 | 0.00% | 1,841 | 7 | 0.4% | $273 | 加仓 |
| NEXT | NEXTDECADE CORP | $7.18万 | 0.00% | 9,521 | 1,340 | 16.4% | $1.01万 | 加仓 |
| — | TIDAL TRUST II | $7.16万 | 0.00% | 2,508 | -46 | -1.8% | -$1,313 | 减仓 |
| R | RYDER SYS INC | $7.15万 | 0.00% | 271 | 132 | 95.0% | $3.48万 | 加仓 |
| — | NATHANS FAMOUS INC | $7.11万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $7.11万 | 0.00% | 805 | 28 | 3.6% | $2,473 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $7.09万 | 0.00% | 571 | 0 | 0.0% | — | 不变 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $7.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $6.94万 | 0.00% | 952 | 422 | 79.6% | $3.07万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $6.93万 | 0.00% | 1,753 | -1,153 | -39.7% | -$4.56万 | 减仓 |
| IMO | IMPERIAL OIL LTD | $6.93万 | 0.00% | 619 | 0 | 0.0% | — | 不变 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $6.92万 | 0.00% | 2,100 | 407 | 24.0% | $1.34万 | 加仓 |
| IHE | ISHARES TR | $6.90万 | 0.00% | 697 | -602 | -46.3% | -$5.96万 | 减仓 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $6.88万 | 0.00% | 1,679 | 0 | 0.0% | — | 不变 |
| APG | API GROUP CORP | $6.81万 | 0.00% | 1,609 | -6,628 | -80.5% | -$28.07万 | 减仓 |
| BF/A | BROWN FORMAN CORP | $6.81万 | 0.00% | 2,489 | 2,194 | 743.7% | $6.00万 | 加仓 |
| RC | READY CAPITAL CORP | $6.80万 | 0.00% | 38,861 | 38,861 | — | $6.80万 | 新建仓 |
| FFIN | FIRST FINL BANKSHARES INC | $6.80万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $6.79万 | 0.00% | 1,638 | 668 | 68.9% | $2.77万 | 加仓 |
| IOT | SAMSARA INC | $6.79万 | 0.00% | 2,095 | -592 | -22.0% | -$1.92万 | 减仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $6.77万 | 0.00% | 1,488 | -2 | -0.1% | -$91 | 减仓 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $6.76万 | 0.00% | 971 | -17 | -1.7% | -$1,183 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $6.74万 | 0.00% | 3,535 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $6.73万 | 0.00% | 27,350 | -7,800 | -22.2% | -$1.92万 | 减仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $6.66万 | 0.00% | 6,726 | 161 | 2.5% | $1,594 | 加仓 |
| ISMD | NORTHERN LTS FD TR IV | $6.65万 | 0.00% | 1,331 | 1,331 | — | $6.65万 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $6.64万 | 0.00% | 2,208 | -843 | -27.6% | -$2.53万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $6.60万 | 0.00% | 2,307 | 0 | 0.0% | — | 不变 |
| — | PROQR THRAPEUTICS N V | $6.55万 | 0.00% | 35,241 | 33,941 | 2,610.8% | $6.31万 | 加仓 |
| FDLS | NORTHERN LTS FD TR IV | $6.54万 | 0.00% | 1,548 | 1,548 | — | $6.54万 | 新建仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $6.54万 | 0.00% | 10,000 | -2,584 | -20.5% | -$1.69万 | 减仓 |