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 |
|---|---|---|---|---|---|---|---|---|
| PL | PLANET LABS PBC | $5.41万 | 0.00% | 1,633 | 1,630 | 54,333.3% | $5.40万 | 加仓 |
| MXI | ISHARES TR | $5.40万 | 0.00% | 510 | -475 | -48.2% | -$5.03万 | 减仓 |
| — | LISTED FDS TR | $5.40万 | 0.00% | 756 | 0 | 0.0% | — | 不变 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $5.38万 | 0.00% | 1,889 | 865 | 84.5% | $2.47万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $5.37万 | 0.00% | 3,322 | -32,812 | -90.8% | -$53.06万 | 减仓 |
| BIDD | BLACKROCK ETF TRUST | $5.33万 | 0.00% | 1,776 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.33万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $5.32万 | 0.00% | 2,000 | 2,000 | — | $5.32万 | 新建仓 |
| — | PGIM ROCK ETF TR | $5.30万 | 0.00% | 1,559 | 0 | 0.0% | — | 不变 |
| GNR | SPDR INDEX SHS FDS | $5.30万 | 0.00% | 787 | -335 | -29.9% | -$2.26万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $5.30万 | 0.00% | 680 | -924 | -57.6% | -$7.20万 | 减仓 |
| — | TIDAL TRUST II | $5.30万 | 0.00% | 3,992 | 1,000 | 33.4% | $1.33万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $5.29万 | 0.00% | 1,280 | -172 | -11.8% | -$7,109 | 减仓 |
| — | Z SQUARED INC | $5.29万 | 0.00% | 5,000 | 5,000 | — | $5.29万 | 新建仓 |
| LVHD | LEGG MASON ETF INVT | $5.28万 | 0.00% | 1,200 | -50 | -4.0% | -$2,200 | 减仓 |
| — | PGIM ROCK ETF TR | $5.27万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| FBNC | FIRST BANCORP N C | $5.26万 | 0.00% | 823 | 2 | 0.2% | $128 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $5.22万 | 0.00% | 754 | 54 | 7.7% | $3,739 | 加仓 |
| PABU | ISHARES TR | $5.22万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| BMAY | INNOVATOR ETFS TRUST | $5.21万 | 0.00% | 1,101 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $5.19万 | 0.00% | 1,546 | 1,546 | — | $5.19万 | 新建仓 |
| INDY | ISHARES TR | $5.19万 | 0.00% | 1,195 | 1 | 0.1% | $43 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $5.17万 | 0.00% | 1,490 | 472 | 46.4% | $1.64万 | 加仓 |
| — | GATES INDL CORP PLC | $5.16万 | 0.00% | 1,846 | 963 | 109.1% | $2.69万 | 加仓 |
| SANM | SANMINA CORP | $5.16万 | 0.00% | 204 | -461 | -69.3% | -$11.67万 | 减仓 |
| — | ARK ETF TR | $5.16万 | 0.00% | 1,697 | 1,000 | 143.5% | $3.04万 | 加仓 |
| — | VANECK ETF TRUST | $5.15万 | 0.00% | 2,000 | 2,000 | — | $5.15万 | 新建仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.13万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $5.12万 | 0.00% | 1,666 | 0 | 0.0% | — | 不变 |
| WTMF | WISDOMTREE TR | $5.11万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| PHIN | PHINIA INC | $5.10万 | 0.00% | 619 | -56 | -8.3% | -$4,613 | 减仓 |
| — | INVESCO VALUE MUN INCOME TR | $5.09万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| TLTW | ISHARES TR | $5.09万 | 0.00% | 2,279 | -113,862 | -98.0% | -$254.37万 | 减仓 |
| UJAN | INNOVATOR ETFS TRUST | $5.09万 | 0.00% | 1,122 | -335 | -23.0% | -$1.52万 | 减仓 |
| — | GLOBAL X FDS | $5.08万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.08万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| DJD | INVESCO EXCHANGE TRADED FD T | $5.07万 | 0.00% | 801 | 6 | 0.8% | $380 | 加仓 |
| — | PIMCO HIGH INCOME FD | $5.07万 | 0.00% | 10,871 | -1,884 | -14.8% | -$8,780 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $5.06万 | 0.00% | 856 | -219 | -20.4% | -$1.30万 | 减仓 |
| — | PGIM ROCK ETF TR | $5.06万 | 0.00% | 1,598 | 1,598 | — | $5.06万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.06万 | 0.00% | 1,909 | 1,909 | — | $5.06万 | 新建仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.05万 | 0.00% | 52,000 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $5.03万 | 0.00% | 1,014 | -369 | -26.7% | -$1.83万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $4.99万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| UAN | CVR PARTNERS LP/CVR NITROGEN | $4.96万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| PKE | PARK AEROSPACE CORP | $4.96万 | 0.00% | 1,300 | 1,300 | — | $4.96万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $4.96万 | 0.00% | 4,641 | 3,641 | 364.1% | $3.89万 | 加仓 |
| SH | PROSHARES TR | $4.95万 | 0.00% | 1,500 | 1,500 | — | $4.95万 | 新建仓 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $4.95万 | 0.00% | 3,745 | -5 | -0.1% | -$66 | 减仓 |
| SLDB | SOLID BIOSCIENCES INC | $4.95万 | 0.00% | 4,955 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $4.93万 | 0.00% | 1,214 | -1,140 | -48.4% | -$4.63万 | 减仓 |
| USRT | ISHARES TR | $4.93万 | 0.00% | 742 | 208 | 39.0% | $1.38万 | 加仓 |
| — | ABUNDIA GLOBAL IMPACT GROUP | $4.91万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $4.91万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $4.91万 | 0.00% | 9,700 | -690 | -6.6% | -$3,492 | 减仓 |
| — | ISHARES TR | $4.91万 | 0.00% | 1,606 | 1,606 | — | $4.91万 | 新建仓 |
| MSA | MSA SAFETY INC | $4.91万 | 0.00% | 281 | 81 | 40.5% | $1.41万 | 加仓 |
| INSM | INSMED INC | $4.90万 | 0.00% | 460 | -241 | -34.4% | -$2.57万 | 减仓 |
| — | MORGAN STANLEY ETF TRUST | $4.89万 | 0.00% | 960 | 960 | — | $4.89万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $4.89万 | 0.00% | 1,445 | -10,127 | -87.5% | -$34.26万 | 减仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $4.89万 | 0.00% | 2,530 | 2,329 | 1,158.7% | $4.50万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $4.88万 | 0.00% | 1,618 | -4,702 | -74.4% | -$14.19万 | 减仓 |
| GSSC | GOLDMAN SACHS ETF TR | $4.88万 | 0.00% | 535 | 0 | 0.0% | — | 不变 |
| GEL | GENESIS ENERGY L P | $4.88万 | 0.00% | 3,445 | 0 | 0.0% | — | 不变 |
| RYAAY | RYANAIR HOLDINGS PLC | $4.87万 | 0.00% | 752 | -30 | -3.8% | -$1,943 | 减仓 |
| PEGA | PEGASYSTEMS INC | $4.86万 | 0.00% | 1,623 | -2,705 | -62.5% | -$8.11万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $4.86万 | 0.00% | 411 | 1 | 0.2% | $118 | 加仓 |
| MTDR | MATADOR RES CO | $4.83万 | 0.00% | 970 | 341 | 54.2% | $1.70万 | 加仓 |
| — | TEMA ETF TRUST | $4.83万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| HYDB | ISHARES TR | $4.83万 | 0.00% | 1,032 | -25 | -2.4% | -$1,169 | 减仓 |
| MIDD | MIDDLEBY CORP | $4.82万 | 0.00% | 280 | 170 | 154.5% | $2.92万 | 加仓 |
| VELO | VELO3D INC | $4.82万 | 0.00% | 2,744 | 2,744 | — | $4.82万 | 新建仓 |
| MNKD | MANNKIND CORP | $4.78万 | 0.00% | 11,230 | -2,800 | -20.0% | -$1.19万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $4.78万 | 0.00% | 1,233 | -112 | -8.3% | -$4,344 | 减仓 |
| ELF | E L F BEAUTY INC | $4.78万 | 0.00% | 646 | -1,518 | -70.1% | -$11.23万 | 减仓 |
| SSO | PROSHARES TR | $4.77万 | 0.00% | 708 | 388 | 121.2% | $2.61万 | 加仓 |
| — | LISTED FDS TR | $4.75万 | 0.00% | 1,204 | 200 | 19.9% | $7,896 | 加仓 |
| MAC | MACERICH CO | $4.73万 | 0.00% | 1,879 | 1,629 | 651.6% | $4.10万 | 加仓 |
| LTC | LTC PPTYS INC | $4.73万 | 0.00% | 1,231 | 7 | 0.6% | $269 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $4.72万 | 0.00% | 1,877 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $4.72万 | 0.00% | 793 | -1,946 | -71.0% | -$11.57万 | 减仓 |
| BTAL | AGF INVTS TR | $4.71万 | 0.00% | 4,225 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $4.71万 | 0.00% | 3,003 | 0 | 0.0% | — | 不变 |
| — | RENX ENTERPRISES CORP | $4.70万 | 0.00% | 25,000 | 25,000 | — | $4.70万 | 新建仓 |
| USFD | US FOODS HLDG CORP | $4.69万 | 0.00% | 459 | -2,486 | -84.4% | -$25.41万 | 减仓 |
| — | OUTLOOK THERAPEUTICS INC | $4.69万 | 0.00% | 29,500 | 29,486 | 210,614.3% | $4.69万 | 加仓 |
| — | GLOBAL X FDS | $4.67万 | 0.00% | 1,609 | 1,609 | — | $4.67万 | 新建仓 |
| MLPA | GLOBAL X FDS | $4.66万 | 0.00% | 878 | -50 | -5.4% | -$2,655 | 减仓 |
| CHMG | CHEMUNG FINL CORP | $4.66万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $4.65万 | 0.00% | 1,940 | 1,840 | 1,840.0% | $4.41万 | 加仓 |
| MFUS | PIMCO EQUITY SER | $4.64万 | 0.00% | 691 | 596 | 627.4% | $4.00万 | 加仓 |
| — | GLADSTONE INVT CORP | $4.64万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $4.63万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $4.62万 | 0.00% | 1,378 | 756 | 121.5% | $2.53万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.62万 | 0.00% | 1,677 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $4.61万 | 0.00% | 887 | -116 | -11.6% | -$6,027 | 减仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $4.61万 | 0.00% | 9,763 | 1,639 | 20.2% | $7,736 | 加仓 |
| TXNM | TXNM ENERGY INC | $4.60万 | 0.00% | 811 | -3 | -0.4% | -$170 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $4.59万 | 0.00% | 669 | -593 | -47.0% | -$4.07万 | 减仓 |
| QDEF | FLEXSHARES TR | $4.59万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |