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 |
|---|---|---|---|---|---|---|---|---|
| NBB | NUVEEN TAXABLE MUNICPAL INM | $3.16万 | 0.00% | 2,000 | 1,300 | 185.7% | $2.05万 | 加仓 |
| GRBK | GREEN BRICK PARTNERS INC | $3.15万 | 0.00% | 393 | -10 | -2.5% | -$800 | 减仓 |
| QLD | PROSHARES TR | $3.14万 | 0.00% | 325 | 325 | — | $3.14万 | 新建仓 |
| — | QUANTUM CYBER NV | $3.14万 | 0.00% | 20,000 | -10,000 | -33.3% | -$1.57万 | 减仓 |
| CVEO | CIVEO CORP CDA | $3.13万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $3.12万 | 0.00% | 186 | 115 | 162.0% | $1.93万 | 加仓 |
| XMTR | XOMETRY INC | $3.12万 | 0.00% | 323 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $3.11万 | 0.00% | 39 | 28 | 254.5% | $2.24万 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $3.10万 | 0.00% | 680 | -1,482 | -68.5% | -$6.76万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $3.10万 | 0.00% | 397 | -60 | -13.1% | -$4,685 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $3.10万 | 0.00% | 260 | -490 | -65.3% | -$5.84万 | 减仓 |
| PICK | ISHARES INC | $3.09万 | 0.00% | 532 | -525 | -49.7% | -$3.05万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $3.09万 | 0.00% | 904 | 548 | 153.9% | $1.87万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $3.09万 | 0.00% | 1,575 | 817 | 107.8% | $1.60万 | 加仓 |
| DXCM | DEXCOM INC | $3.08万 | 0.00% | 33,000 | 0 | 0.0% | — | 不变 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $3.08万 | 0.00% | 623 | -100 | -13.8% | -$4,936 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $3.06万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $3.06万 | 0.00% | 801 | 391 | 95.4% | $1.49万 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $3.06万 | 0.00% | 1,683 | 0 | 0.0% | — | 不变 |
| DGXX | DIGI PWR X INC | $3.05万 | 0.00% | 5,605 | 5,605 | — | $3.05万 | 新建仓 |
| SA | SEABRIDGE GOLD INC | $3.04万 | 0.00% | 1,182 | 1,182 | — | $3.04万 | 新建仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $3.03万 | 0.00% | 664 | -103 | -13.4% | -$4,694 | 减仓 |
| — | DOCEBO INC | $3.02万 | 0.00% | 1,686 | 1,686 | — | $3.02万 | 新建仓 |
| AI | C3 AI INC | $3.01万 | 0.00% | 3,308 | -554 | -14.3% | -$5,036 | 减仓 |
| PLXS | PLEXUS CORP | $3.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| XTN | SPDR SERIES TRUST | $3.01万 | 0.00% | 260 | -257 | -49.7% | -$2.97万 | 减仓 |
| — | LISTED FDS TR | $3.00万 | 0.00% | 1,332 | -164 | -11.0% | -$3,688 | 减仓 |
| SAFT | SAFETY INS GROUP INC | $2.99万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| UFEB | INNOVATOR ETFS TRUST | $2.99万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.99万 | 0.00% | 550 | 550 | — | $2.99万 | 新建仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $2.98万 | 0.00% | 754 | 754 | — | $2.98万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.98万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| MSSM | MORGAN STANLEY PATHWAY FDS | $2.98万 | 0.00% | 481 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD | $2.95万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.95万 | 0.00% | 2,762 | 0 | 0.0% | — | 不变 |
| GTOP | GOLDMAN SACHS ETF TR | $2.95万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| HYBL | SSGA ACTIVE TR | $2.94万 | 0.00% | 1,053 | -65 | -5.8% | -$1,817 | 减仓 |
| UMI | USCF ETF TR | $2.94万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| UTEN | RBB FD INC | $2.94万 | 0.00% | 680 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $2.93万 | 0.00% | 2,341 | -1,148 | -32.9% | -$1.44万 | 减仓 |
| HYS | PIMCO ETF TR | $2.93万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| LABU | DIREXION SHARES ETF TRUST | $2.92万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $2.92万 | 0.00% | 207 | -26 | -11.2% | -$3,668 | 减仓 |
| — | INVESCO MUNI INCOME OPP TRST | $2.92万 | 0.00% | 4,702 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $2.92万 | 0.00% | 523 | -123 | -19.0% | -$6,865 | 减仓 |
| — | VICTORY PORTFOLIOS II | $2.92万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $2.92万 | 0.00% | 389 | 96 | 32.8% | $7,195 | 加仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $2.91万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| NAK | NORTHERN DYNASTY MINERALS LT | $2.91万 | 0.00% | 15,148 | 5,736 | 60.9% | $1.10万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $2.90万 | 0.00% | 921 | -2,205 | -70.5% | -$6.93万 | 减仓 |
| PJT | PJT PARTNERS INC | $2.88万 | 0.00% | 191 | 94 | 96.9% | $1.42万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $2.87万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| SBCF | SEACOAST BKG CORP FLA | $2.87万 | 0.00% | 862 | -157 | -15.4% | -$5,220 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.87万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $2.86万 | 0.00% | 572 | -16 | -2.7% | -$801 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $2.86万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| BNTX | BIONTECH SE | $2.86万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $2.84万 | 0.00% | 1,334 | -27 | -2.0% | -$576 | 减仓 |
| NUTX | NUTEX HEALTH INC | $2.82万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.81万 | 0.00% | 3,564 | 1,200 | 50.8% | $9,467 | 加仓 |
| JD | JD.COM INC | $2.81万 | 0.00% | 1,103 | -222 | -16.8% | -$5,656 | 减仓 |
| BRKR | BRUKER CORP | $2.80万 | 0.00% | 465 | 432 | 1,309.1% | $2.60万 | 加仓 |
| GAM | GENERAL AMERN INVS CO INC | $2.79万 | 0.00% | 438 | -105 | -19.3% | -$6,694 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2.79万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| — | ROBOSTRATEGY INC | $2.78万 | 0.00% | 700 | 700 | — | $2.78万 | 新建仓 |
| IVES | WEDBUSH SER TR | $2.78万 | 0.00% | 729 | 255 | 53.8% | $9,716 | 加仓 |
| MORN | MORNINGSTAR INC | $2.78万 | 0.00% | 178 | -196 | -52.4% | -$3.06万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $2.77万 | 0.00% | 430 | 140 | 48.3% | $9,034 | 加仓 |
| AGQ | PROSHARES TR II | $2.75万 | 0.00% | 405 | -26 | -6.0% | -$1,768 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.75万 | 0.00% | 1,000 | 1,000 | — | $2.75万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.74万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $2.73万 | 0.00% | 490 | 220 | 81.5% | $1.23万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $2.73万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $2.72万 | 0.00% | 3,487 | 1,000 | 40.2% | $7,810 | 加仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.72万 | 0.00% | 1,075 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $2.70万 | 0.00% | 778 | -570 | -42.3% | -$1.98万 | 减仓 |
| — | NUSHARES ETF TR | $2.69万 | 0.00% | 1,162 | 319 | 37.8% | $7,394 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $2.69万 | 0.00% | 4,682 | 4,682 | — | $2.69万 | 新建仓 |
| RGEN | REPLIGEN CORP | $2.67万 | 0.00% | 196 | -319 | -61.9% | -$4.35万 | 减仓 |
| RDW | REDWIRE CORPORATION | $2.67万 | 0.00% | 2,184 | 1,009 | 85.9% | $1.23万 | 加仓 |
| — | ACUMEN PHARMACEUTICALS INC | $2.67万 | 0.00% | 10,000 | 10,000 | — | $2.67万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $2.66万 | 0.00% | 326 | -414 | -55.9% | -$3.37万 | 减仓 |
| GUNR | FLEXSHARES TR | $2.65万 | 0.00% | 538 | 188 | 53.7% | $9,265 | 加仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $2.65万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $2.65万 | 0.00% | 173 | -2,272 | -92.9% | -$34.75万 | 减仓 |
| LEMB | ISHARES INC | $2.64万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.64万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| GEO | GEO GROUP INC | $2.63万 | 0.00% | 891 | 625 | 235.0% | $1.85万 | 加仓 |
| AGM | FEDERAL AGRIC MTG CORP | $2.63万 | 0.00% | 132 | 77 | 140.0% | $1.53万 | 加仓 |
| HAWK | HAWKEYE 360 INC | $2.63万 | 0.00% | 1,300 | 1,300 | — | $2.63万 | 新建仓 |
| — | PACER FDS TR | $2.62万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| — | CLOUGH GLOBAL DIVID & INCOME | $2.62万 | 0.00% | 3,941 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.62万 | 0.00% | 884 | 884 | — | $2.62万 | 新建仓 |
| — | GLOBAL X FDS | $2.61万 | 0.00% | 677 | 138 | 25.6% | $5,323 | 加仓 |
| KSA | ISHARES TR | $2.61万 | 0.00% | 700 | 7 | 1.0% | $261 | 加仓 |
| DOX | AMDOCS LTD | $2.60万 | 0.00% | 515 | -615 | -54.4% | -$3.11万 | 减仓 |
| EPOL | ISHARES TR | $2.60万 | 0.00% | 673 | 14 | 2.1% | $541 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $2.60万 | 0.00% | 498 | -41 | -7.6% | -$2,140 | 减仓 |
| PATK | PATRICK INDS INC | $2.60万 | 0.00% | 289 | 259 | 863.3% | $2.33万 | 加仓 |
| VFVA | VANGUARD WELLINGTON FD | $2.60万 | 0.00% | 175 | 175 | — | $2.60万 | 新建仓 |