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 |
|---|---|---|---|---|---|---|---|---|
| VCYT | VERACYTE INC | $3.80万 | 0.00% | 647 | 96 | 17.4% | $5,638 | 加仓 |
| SR | SPIRE INC | $3.80万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $3.79万 | 0.00% | 808 | 4 | 0.5% | $188 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $3.78万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $3.77万 | 0.00% | 663 | 128 | 23.9% | $7,283 | 加仓 |
| HXL | HEXCEL CORP NEW | $3.77万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $3.77万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.77万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $3.74万 | 0.00% | 2,555 | 1,349 | 111.9% | $1.97万 | 加仓 |
| — | POLYPID LTD | $3.73万 | 0.00% | 7,346 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $3.73万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $3.72万 | 0.00% | 317 | -21 | -6.2% | -$2,464 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $3.72万 | 0.00% | 676 | 325 | 92.6% | $1.79万 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $3.71万 | 0.00% | 1,227 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $3.70万 | 0.00% | 503 | -5 | -1.0% | -$368 | 减仓 |
| — | WISDOMTREE TR | $3.69万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $3.69万 | 0.00% | 1,728 | -722 | -29.5% | -$1.54万 | 减仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $3.69万 | 0.00% | 3,124 | 293 | 10.3% | $3,460 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $3.68万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $3.67万 | 0.00% | 493 | 265 | 116.2% | $1.97万 | 加仓 |
| — | TIDAL TRUST II | $3.67万 | 0.00% | 3,171 | 14 | 0.4% | $162 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $3.65万 | 0.00% | 901 | 856 | 1,902.2% | $3.46万 | 加仓 |
| SMOT | VANECK ETF TRUST | $3.64万 | 0.00% | 936 | -44,721 | -97.9% | -$173.79万 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $3.64万 | 0.00% | 3,300 | -450 | -12.0% | -$4,959 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $3.63万 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.62万 | 0.00% | 1,079 | 0 | 0.0% | — | 不变 |
| PRK | PARK NATL CORP | $3.62万 | 0.00% | 198 | 160 | 421.1% | $2.93万 | 重新持有 |
| — | NORTHERN LTS FD TR IV | $3.61万 | 0.00% | 936 | 527 | 128.9% | $2.03万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $3.60万 | 0.00% | 2,488 | 0 | 0.0% | — | 不变 |
| — | FLEXSHARES TR | $3.59万 | 0.00% | 154 | 154 | — | $3.59万 | 新建仓 |
| GROY | GOLD ROYALTY CORP | $3.58万 | 0.00% | 12,978 | -300 | -2.3% | -$828 | 减仓 |
| GKOS | GLAUKOS CORP | $3.58万 | 0.00% | 256 | -15 | -5.5% | -$2,096 | 减仓 |
| — | ISHARES TR | $3.58万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $3.58万 | 0.00% | 1,705 | -2,220 | -56.6% | -$4.66万 | 减仓 |
| — | CMS ENERGY CORP | $3.57万 | 0.00% | 32,000 | 0 | 0.0% | — | 不变 |
| OSEA | HARBOR ETF TRUST | $3.57万 | 0.00% | 1,168 | -1,015 | -46.5% | -$3.10万 | 减仓 |
| BCAL | CALIFORNIA BANCORP | $3.56万 | 0.00% | 1,710 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $3.56万 | 0.00% | 936 | -165 | -15.0% | -$6,280 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.56万 | 0.00% | 900 | -300 | -25.0% | -$1.19万 | 减仓 |
| AWR | AMER STATES WTR CO | $3.55万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| SYFI | AB ACTIVE ETFS INC | $3.55万 | 0.00% | 995 | 995 | — | $3.55万 | 新建仓 |
| NIC | NICOLET BANKSHARES INC | $3.54万 | 0.00% | 214 | 214 | — | $3.54万 | 新建仓 |
| DAUG | FIRST TR EXCHNG TRADED FD VI | $3.54万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC | $3.54万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $3.52万 | 0.00% | 1,152 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $3.51万 | 0.00% | 761 | 33 | 4.5% | $1,523 | 加仓 |
| TBT | PROSHARES TR | $3.49万 | 0.00% | 1,000 | 1,000 | — | $3.49万 | 新建仓 |
| — | RBB FD INC | $3.49万 | 0.00% | 724 | 724 | — | $3.49万 | 新建仓 |
| TMFC | RBB FD INC | $3.49万 | 0.00% | 458 | -40 | -8.0% | -$3,045 | 减仓 |
| WAFD | WAFD INC | $3.48万 | 0.00% | 906 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.46万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| REXR | REXFORD INDL RLTY INC | $3.46万 | 0.00% | 1,032 | 910 | 745.9% | $3.05万 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $3.45万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $3.44万 | 0.00% | 398 | -633 | -61.4% | -$5.48万 | 减仓 |
| LSGR | NATIXIS ETF TRUST II | $3.43万 | 0.00% | 815 | 115 | 16.4% | $4,845 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.43万 | 0.00% | 103 | 103 | — | $3.43万 | 新建仓 |
| — | KURV ETF TR | $3.43万 | 0.00% | 1,355 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $3.42万 | 0.00% | 2,019 | -478 | -19.1% | -$8,104 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $3.42万 | 0.00% | 240 | -22 | -8.4% | -$3,137 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $3.41万 | 0.00% | 849 | 137 | 19.2% | $5,509 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $3.41万 | 0.00% | 1,019 | -2,374 | -70.0% | -$7.94万 | 减仓 |
| POET | POET TECHNOLOGIES INC | $3.40万 | 0.00% | 3,312 | 1,312 | 65.6% | $1.35万 | 加仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $3.40万 | 0.00% | 3,143 | 1,493 | 90.5% | $1.62万 | 加仓 |
| — | NUSHARES ETF TR | $3.40万 | 0.00% | 1,616 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.38万 | 0.00% | 805 | -13 | -1.6% | -$545 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $3.37万 | 0.00% | 210 | -636 | -75.2% | -$10.20万 | 减仓 |
| — | CIBUS INC | $3.37万 | 0.00% | 24,571 | 0 | 0.0% | — | 不变 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $3.36万 | 0.00% | 810 | -4,815 | -85.6% | -$19.99万 | 重新持有 |
| — | TIDAL TRUST II | $3.36万 | 0.00% | 3,203 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $3.35万 | 0.00% | 2,718 | 0 | 0.0% | — | 不变 |
| CERY | SPDR SERIES TRUST | $3.34万 | 0.00% | 1,000 | -250 | -20.0% | -$8,358 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $3.34万 | 0.00% | 1,189 | -11 | -0.9% | -$309 | 减仓 |
| — | INNOVATOR ETFS TRUST | $3.34万 | 0.00% | 1,119 | 615 | 122.0% | $1.83万 | 加仓 |
| — | WISDOMTREE TR | $3.33万 | 0.00% | 882 | 882 | — | $3.33万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $3.33万 | 0.00% | 3,960 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $3.33万 | 0.00% | 3,729 | 72 | 2.0% | $644 | 加仓 |
| DORM | DORMAN PRODS INC | $3.33万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $3.32万 | 0.00% | 4,007 | 540 | 15.6% | $4,476 | 加仓 |
| — | AMPLIFY ETF TR | $3.32万 | 0.00% | 500 | 200 | 66.7% | $1.33万 | 加仓 |
| — | NATIONAL STORAGE AFFILIATES | $3.31万 | 0.00% | 745 | -79 | -9.6% | -$3,512 | 减仓 |
| — | SPDR INDEX SHS FDS | $3.31万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| PSIX | POWER SOLUTIONS INTL INC | $3.31万 | 0.00% | 850 | 850 | — | $3.31万 | 新建仓 |
| — | VANGUARD WORLD FD | $3.30万 | 0.00% | 344 | 0 | 0.0% | — | 不变 |
| EWA | ISHARES INC | $3.30万 | 0.00% | 1,172 | -500 | -29.9% | -$1.41万 | 减仓 |
| KBR | KBR INC | $3.30万 | 0.00% | 955 | 728 | 320.7% | $2.51万 | 加仓 |
| — | TIDAL TRUST II | $3.30万 | 0.00% | 2,649 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $3.29万 | 0.00% | 2,118 | 0 | 0.0% | — | 不变 |
| FND | FLOOR & DECOR HLDGS INC | $3.28万 | 0.00% | 552 | -524 | -48.7% | -$3.11万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3.28万 | 0.00% | 429 | 1 | 0.2% | $76 | 加仓 |
| NVCR | NOVOCURE LTD | $3.24万 | 0.00% | 2,138 | 119 | 5.9% | $1,803 | 加仓 |
| STUB | STUBHUB HLDGS INC | $3.24万 | 0.00% | 2,515 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK TCP CAPITAL CORP | $3.22万 | 0.00% | 9,589 | -641 | -6.3% | -$2,154 | 减仓 |
| JSMD | JANUS DETROIT STR TR | $3.22万 | 0.00% | 318 | 1 | 0.3% | $101 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3.21万 | 0.00% | 2,000 | 2,000 | — | $3.21万 | 新建仓 |
| ESAB | ESAB CORPORATION | $3.21万 | 0.00% | 325 | 8 | 2.5% | $789 | 加仓 |
| ZROZ | PIMCO ETF TR | $3.21万 | 0.00% | 500 | -3,910 | -88.7% | -$25.06万 | 减仓 |
| HEEM | ISHARES INC | $3.20万 | 0.00% | 716 | 716 | — | $3.20万 | 新建仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $3.19万 | 0.00% | 2,882 | -300 | -9.4% | -$3,318 | 减仓 |
| EWS | ISHARES INC | $3.18万 | 0.00% | 1,074 | -120 | -10.1% | -$3,553 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $3.17万 | 0.00% | 277 | -381 | -57.9% | -$4.36万 | 减仓 |