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 |
|---|---|---|---|---|---|---|---|---|
| CX | CEMEX SA EURO MTN BE 144A | $2.59万 | 0.00% | 2,161 | 275 | 14.6% | $3,300 | 加仓 |
| — | MAINSTREET BANCSHARES INC | $2.59万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| CSW | CSW INDUSTRIALS INC | $2.59万 | 0.00% | 93 | -144 | -60.8% | -$4.01万 | 减仓 |
| TRTX | TPG RE FIN TR INC | $2.58万 | 0.00% | 3,078 | 86 | 2.9% | $720 | 加仓 |
| — | GLOBAL X FDS | $2.57万 | 0.00% | 1,042 | -195 | -15.8% | -$4,815 | 减仓 |
| — | BLACKROCK VA MUN BD TR | $2.55万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EGY | VAALCO ENERGY INC | $2.55万 | 0.00% | 5,023 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.55万 | 0.00% | 2,842 | 0 | 0.0% | — | 不变 |
| AGEM | ABRDN FDS | $2.55万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $2.54万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP | $2.54万 | 0.00% | 4,435 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $2.54万 | 0.00% | 2,850 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $2.54万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $2.53万 | 0.00% | 788 | 224 | 39.7% | $7,199 | 加仓 |
| DSP | VIANT TECHNOLOGY INC | $2.53万 | 0.00% | 2,000 | -3,000 | -60.0% | -$3.80万 | 减仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $2.52万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $2.52万 | 0.00% | 4,547 | 148 | 3.4% | $820 | 加仓 |
| INMD | INMODE LTD | $2.52万 | 0.00% | 1,721 | -279 | -14.0% | -$4,079 | 减仓 |
| — | ALARUM TECHNOLOGIES LTD | $2.51万 | 0.00% | 3,124 | 0 | 0.0% | — | 不变 |
| EYLD | CAMBRIA ETF TR | $2.51万 | 0.00% | 553 | 198 | 55.8% | $8,991 | 加仓 |
| ALRS | ALERUS FINL CORP | $2.51万 | 0.00% | 807 | 7 | 0.9% | $218 | 加仓 |
| LAC | LITHIUM AMERS CORP NEW | $2.51万 | 0.00% | 6,515 | -479 | -6.8% | -$1,844 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.51万 | 0.00% | 500 | 500 | — | $2.51万 | 新建仓 |
| FLTW | FRANKLIN TEMPLETON ETF TR | $2.50万 | 0.00% | 237 | 237 | — | $2.50万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $2.49万 | 0.00% | 2,662 | -19,106 | -87.8% | -$17.90万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $2.48万 | 0.00% | 217 | -341 | -61.1% | -$3.90万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $2.46万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| DRS | LEONARDO DRS INC | $2.45万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| GILT | GILAT SATELLITE NETWORKS LTD | $2.44万 | 0.00% | 1,835 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $2.43万 | 0.00% | 582 | 384 | 193.9% | $1.61万 | 加仓 |
| — | TIDAL TRUST II | $2.43万 | 0.00% | 1,011 | 1,011 | — | $2.43万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $2.43万 | 0.00% | 381 | 228 | 149.0% | $1.45万 | 加仓 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $2.43万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC | $2.42万 | 0.00% | 450 | -265 | -37.1% | -$1.43万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.42万 | 0.00% | 341 | 72 | 26.8% | $5,103 | 加仓 |
| GRPN | GROUPON INC | $2.41万 | 0.00% | 1,000 | -100 | -9.1% | -$2,406 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $2.40万 | 0.00% | 999 | -3 | -0.3% | -$72 | 减仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $2.40万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| — | FIRST TR SR FLTG RATE INCOME | $2.40万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| — | NORTHERN LIGHTS FD TR | $2.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $2.39万 | 0.00% | 4,150 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.38万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $2.38万 | 0.00% | 689 | -541 | -44.0% | -$1.87万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $2.38万 | 0.00% | 4,020 | -296 | -6.9% | -$1,749 | 减仓 |
| GIGB | GOLDMAN SACHS ETF TR | $2.37万 | 0.00% | 517 | 517 | — | $2.37万 | 新建仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $2.37万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $2.35万 | 0.00% | 470 | -26,620 | -98.3% | -$133.37万 | 减仓 |
| UPST | UPSTART HLDGS INC | $2.35万 | 0.00% | 662 | 253 | 61.9% | $8,964 | 加仓 |
| — | MINK THERAPEUTICS INC | $2.34万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $2.34万 | 0.00% | 3,900 | 1,250 | 47.2% | $7,488 | 加仓 |
| EC | ECOPETROL S A | $2.33万 | 0.00% | 1,638 | 1,034 | 171.2% | $1.47万 | 加仓 |
| PHG | KONINKLIJKE PHILIPS N V | $2.33万 | 0.00% | 858 | -3,951 | -82.2% | -$10.74万 | 减仓 |
| — | PLAYBOY INC | $2.32万 | 0.00% | 19,055 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $2.32万 | 0.00% | 187 | 87 | 87.0% | $1.08万 | 加仓 |
| GSAT | GLOBALSTAR INC | $2.31万 | 0.00% | 284 | -216 | -43.2% | -$1.76万 | 减仓 |
| CRON | CRONOS GROUP INC | $2.31万 | 0.00% | 8,304 | -353 | -4.1% | -$981 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $2.31万 | 0.00% | 924 | 134 | 17.0% | $3,347 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $2.31万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| SHE | SPDR SERIES TRUST | $2.30万 | 0.00% | 149 | 149 | — | $2.30万 | 新建仓 |
| — | ISHARES TR | $2.30万 | 0.00% | 876 | -93 | -9.6% | -$2,440 | 减仓 |
| AGGY | WISDOMTREE TR | $2.30万 | 0.00% | 528 | -221 | -29.5% | -$9,609 | 减仓 |
| — | CALAMOS ETF TR | $2.29万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2.28万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.28万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| DBND | DOUBLELINE ETF TRUST | $2.28万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.28万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| JAJL | INNOVATOR ETFS TRUST | $2.28万 | 0.00% | 761 | 0 | 0.0% | — | 不变 |
| — | LXP INDUSTRIAL TRUST | $2.28万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE BITCOIN FD | $2.26万 | 0.00% | 365 | 0 | 0.0% | — | 不变 |
| SOXL | DIREXION SHARES ETF TRUST | $2.24万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| TRST | TRUSTCO BK CORP N Y | $2.23万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $2.23万 | 0.00% | 418 | -496 | -54.3% | -$2.65万 | 减仓 |
| ICUI | ICU MED INC | $2.21万 | 0.00% | 151 | -982 | -86.7% | -$14.40万 | 减仓 |
| KEN | KENON HLDGS LTD | $2.21万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| HESM | HESS MIDSTREAM LP | $2.18万 | 0.00% | 579 | -7 | -1.2% | -$263 | 减仓 |
| — | TIDAL TRUST II | $2.18万 | 0.00% | 1,549 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $2.17万 | 0.00% | 132 | 95 | 256.8% | $1.56万 | 加仓 |
| — | PGIM ROCK ETF TR | $2.17万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| TECB | ISHARES TR | $2.16万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $2.16万 | 0.00% | 745 | -744 | -50.0% | -$2.16万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $2.15万 | 0.00% | 3,750 | -250 | -6.2% | -$1,435 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $2.15万 | 0.00% | 1,586 | 256 | 19.2% | $3,464 | 加仓 |
| DRD | DRDGOLD LIMITED | $2.14万 | 0.00% | 1,003 | 3 | 0.3% | $64 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $2.14万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| IXP | ISHARES TR | $2.12万 | 0.00% | 188 | 147 | 358.5% | $1.66万 | 加仓 |
| — | TIDAL TRUST II | $2.12万 | 0.00% | 2,025 | 0 | 0.0% | — | 不变 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $2.12万 | 0.00% | 238 | 238 | — | $2.12万 | 新建仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $2.12万 | 0.00% | 352 | -62 | -15.0% | -$3,730 | 减仓 |
| GAL | SSGA ACTIVE ETF TR | $2.11万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $2.11万 | 0.00% | 2,609 | 165 | 6.8% | $1,335 | 加仓 |
| — | BARINGS CORPORATE INVS | $2.11万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | AIM ETF PRODUCTS TRUST | $2.10万 | 0.00% | 732 | 732 | — | $2.10万 | 新建仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $2.10万 | 0.00% | 1,840 | -1,488 | -44.7% | -$1.70万 | 减仓 |
| WU | WESTERN UN CO | $2.10万 | 0.00% | 2,722 | -216 | -7.4% | -$1,663 | 减仓 |
| AGYS | AGILYSYS INC | $2.09万 | 0.00% | 200 | -374 | -65.2% | -$3.91万 | 减仓 |
| URTH | ISHARES INC | $2.09万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $2.08万 | 0.00% | 2,191 | 691 | 46.1% | $6,571 | 加仓 |
| RXO | RXO INC | $2.08万 | 0.00% | 754 | 79 | 11.7% | $2,180 | 加仓 |
| INN | SUMMIT HOTEL PPTYS | $2.08万 | 0.00% | 2,964 | 0 | 0.0% | — | 不变 |