13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.4%
NVDA 3.1%
IVV 2.1%
GOOGL 2.1%
AMZN 1.9%
MSFT 1.9%
VOO 1.7%
AVGO 1.6%
JPM 1.4%
QQQ 1.3%

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
BBHY J P MORGAN EXCHANGE TRADED F $6.53万0.00%1,417 00.0% — 不变
— NORTHERN LTS FD TR IV $6.52万0.00%1,492 1,492— $6.52万 新建仓
— INNOVATOR ETFS TRUST $6.52万0.00%2,510 2,510— $6.52万 新建仓
— INNOVATOR ETFS TRUST $6.49万0.00%3,185 00.0% — 不变
JOET VIRTUS ETF TR II $6.49万0.00%1,403 00.0% — 不变
SQM SOCIEDAD QUIMICA Y MINERA DE $6.49万0.00%876 00.0% — 不变
WLDN WILLDAN GROUP INC $6.48万0.00%819 819— $6.48万 新建仓
MPT MEDICAL PROPERTIES TRUST INC $6.47万0.00%14,000 -9,235-39.7% -$4.27万 减仓
VSEC VSE CORP $6.47万0.00%283 20.7% $457 加仓
SDIV GLOBAL X FDS $6.45万0.00%2,640 -203-7.1% -$4,961 减仓
OSCR OSCAR HEALTH INC $6.40万0.00%2,244 50028.7% $1.43万 加仓
— VANECK ETF TRUST $6.39万0.00%1,550 00.0% — 不变
PRKS UNITED PARKS & RESORTS INC $6.36万0.00%1,333 -476-26.3% -$2.27万 减仓
PSMT PRICESMART INC $6.35万0.00%325 -17-5.0% -$3,321 减仓
— CORGI ETF TR I $6.34万0.00%2,000 2,000— $6.34万 新建仓
— FIRST TR EXCHNG TRADED FD VI $6.32万0.00%5,567 5,567— $6.32万 新建仓
— FIDELITY ETHEREUM FD $6.31万0.00%4,010 -711-15.1% -$1.12万 减仓
ADMA ADMA BIOLOGICS INC $6.28万0.00%7,500 1,43823.7% $1.20万 加仓
NOG NORTHERN OIL & GAS INC $6.26万0.00%3,451 -23,974-87.4% -$43.52万 减仓
UMAR INNOVATOR ETFS TRUST $6.26万0.00%1,482 00.0% — 不变
TE T1 ENERGY INC $6.21万0.00%6,555 6,1061,359.9% $5.79万 加仓
LAZ LAZARD INC $6.21万0.00%1,481 -5-0.3% -$210 减仓
— VANECK ETF TRUST $6.21万0.00%631 631— $6.21万 新建仓
— SPDR SERIES TRUST $6.20万0.00%519 519— $6.20万 新建仓
FOUR SHIFT4 PMTS INC $6.18万0.00%1,270 -605-32.3% -$2.94万 减仓
ASPI ASP ISOTOPES INC $6.15万0.00%9,895 7308.0% $4,541 加仓
PECO PHILLIPS EDISON & CO INC $6.15万0.00%1,478 00.0% — 不变
GATX GATX CORP $6.15万0.00%347 -61-15.0% -$1.08万 减仓
DTM DT MIDSTREAM INC $6.15万0.00%419 -1,656-79.8% -$24.30万 减仓
CORT CORCEPT THERAPEUTICS INC $6.14万0.00%706 -9,000-92.7% -$78.26万 减仓
NTB BANK OF N T BUTTERFIELD & SO $6.13万0.00%1,031 10.1% $59 加仓
ARLO ARLO TECHNOLOGIES INC $6.13万0.00%4,549 1794.1% $2,413 加仓
FSSL FS SPECIALTY LENDING FD $6.13万0.00%5,494 -1,028-15.8% -$1.15万 减仓
— EURONET WORLDWIDE INC $6.10万0.00%72,000 00.0% — 不变
SMDV PROSHARES TR $6.09万0.00%790 00.0% — 不变
— INNOVATOR ETFS TRUST $6.08万0.00%1,684 00.0% — 不变
NWL NEWELL BRANDS INC $6.08万0.00%9,902 -575-5.5% -$3,530 减仓
FXY INVESCO CURRENCYSHARES $6.08万0.00%1,077 42765.7% $2.41万 加仓
— NEUBERGER R/EST SECS INC FD $6.08万0.00%20,056 8,00066.4% $2.42万 加仓
CEFS EXCHANGE LISTED FDS TR $6.07万0.00%2,367 44523.2% $1.14万 加仓
FIBK FIRST INTST BANCSYSTEM INC $6.00万0.00%1,555 -450-22.4% -$1.74万 减仓
— PGIM ROCK ETF TR $6.00万0.00%1,916 1,916— $6.00万 新建仓
— FLAHERTY & CRUMRINE DYNAMIC $5.99万0.00%2,900 00.0% — 不变
— VICTORY PORTFOLIOS II $5.98万0.00%1,000 00.0% — 不变
— ADVISORSHARES TR $5.96万0.00%400 00.0% — 不变
H HYATT HOTELS CORP $5.95万0.00%307 -679-68.9% -$13.16万 减仓
— INNOVATOR ETFS TRUST $5.94万0.00%2,589 00.0% — 不变
ATR APTARGROUP INC $5.93万0.00%474 102.2% $1,252 加仓
URBN URBAN OUTFITTERS INC $5.93万0.00%837 00.0% — 不变
PDD PDD HOLDINGS INC $5.92万0.00%776 -149-16.1% -$1.14万 减仓
FLNG FLEX LNG LTD $5.92万0.00%2,108 00.0% — 不变
PSNL PERSONALIS INC $5.89万0.00%4,393 4,393— $5.89万 新建仓
PCEF INVESCO EXCH TRADED FD TR II $5.88万0.00%2,894 -270-8.5% -$5,484 减仓
AMCR AMCOR PLC $5.84万0.00%1,347 695.4% $2,992 加仓
BWX SPDR SERIES TRUST $5.82万0.00%2,686 45120.2% $9,778 加仓
ON ON SEMICONDUCTOR CORP $5.82万0.00%32,000 00.0% — 不变
— INNOVATOR ETFS TRUST $5.81万0.00%2,121 00.0% — 不变
WOR WORTHINGTON ENTERPRISES INC $5.80万0.00%1,079 00.0% — 不变
JTEK J P MORGAN EXCHANGE TRADED F $5.80万0.00%520 -14-2.6% -$1,562 减仓
— ISHARES INC $5.79万0.00%1,225 00.0% — 不变
— PPL CAP FDG INC $5.79万0.00%51,000 00.0% — 不变
BBCA J P MORGAN EXCHANGE TRADED F $5.79万0.00%582 -15-2.5% -$1,491 减仓
MTRN MATERION CORP $5.77万0.00%194 4429.3% $1.31万 加仓
STM STMICROELECTRONICS N V $5.76万0.00%770 -68-8.1% -$5,091 减仓
KMX CARMAX INC $5.75万0.00%1,088 -463-29.9% -$2.45万 减仓
IGRO ISHARES TR $5.73万0.00%652 487.9% $4,220 加仓
YOU CLEAR SECURE INC $5.71万0.00%1,025 90.9% $502 加仓
— INVESCO EXCHANGE TRADED FD T $5.70万0.00%1,209 30.2% $141 加仓
XPRO EXPRO GROUP HOLDINGS NV $5.69万0.00%3,850 2,730243.8% $4.03万 加仓
IFRX INFLARX NV $5.68万0.00%25,375 25,0006,666.7% $5.60万 加仓
AAXJ ISHARES TR $5.68万0.00%476 4696,700.0% $5.60万 加仓
AIS TIDAL TRUST III $5.67万0.00%665 00.0% — 不变
— TWO RDS SHARED TR $5.67万0.00%1,268 1,268— $5.67万 新建仓
— JOINT CORP $5.65万0.00%6,440 6,440— $5.65万 新建仓
ALLW SSGA ACTIVE TR $5.63万0.00%1,924 -348,222-99.5% -$1,019.24万 减仓
RWO SPDR INDEX SHS FDS $5.60万0.00%1,126 48575.7% $2.41万 加仓
RARE ULTRAGENYX PHARMACEUTICAL IN $5.59万0.00%1,675 00.0% — 不变
RCKT ROCKET PHARMACEUTICALS INC $5.59万0.00%16,340 00.0% — 不变
BCO BRINKS CO $5.57万0.00%590 00.0% — 不变
BBAI BIGBEAR AI HLDGS INC $5.57万0.00%15,163 -3,094-16.9% -$1.14万 减仓
SFLO VICTORY PORTFOLIOS II $5.56万0.00%1,626 1,210290.9% $4.14万 加仓
— FITLIFE BRANDS INC $5.56万0.00%5,050 -1,375-21.4% -$1.51万 减仓
SMIN ISHARES TR $5.55万0.00%785 20735.8% $1.46万 加仓
EMHY ISHARES INC $5.55万0.00%1,364 00.0% — 不变
— CBRE GBL REAL ESTATE INC FD $5.54万0.00%12,020 -5,052-29.6% -$2.33万 减仓
AU ANGLOGOLD ASHANTI PLC $5.54万0.00%685 -46-6.3% -$3,721 减仓
SKT TANGER INC $5.54万0.00%1,402 816.1% $3,198 加仓
— ZENATECH INC $5.53万0.00%36,890 10,00037.2% $1.50万 加仓
PSFF PACER FDS TR $5.53万0.00%1,611 00.0% — 不变
SAM BOSTON BEER INC $5.52万0.00%312 -19-5.7% -$3,364 减仓
ALMU AELUMA INC $5.52万0.00%2,500 -2,000-44.4% -$4.42万 减仓
LMAT LEMAITRE VASCULAR INC $5.52万0.00%575 -650-53.1% -$6.24万 减仓
DNN DENISON MINES CORP $5.51万0.00%18,000 5002.9% $1,530 加仓
SHYM BLACKROCK ETF TRUST II $5.50万0.00%2,451 -339-12.2% -$7,609 减仓
BSCV INVESCO EXCH TRD SLF IDX FD $5.48万0.00%3,346 43214.8% $7,079 加仓
AVSC AMERICAN CENTY ETF TR $5.48万0.00%747 -1-0.1% -$73 减仓
BATRA ATLANTA BRAVES HLDGS INC $5.46万0.00%969 -9-0.9% -$507 减仓
MSEX MIDDLESEX WTR CO $5.45万0.00%971 00.0% — 不变
— INNOVATOR ETFS TRUST $5.45万0.00%2,000 2,000— $5.45万 新建仓
SPUS TIDAL TRUST I $5.42万0.00%943 -455-32.5% -$2.62万 减仓