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 |
|---|---|---|---|---|---|---|---|---|
| XPEL | XPEL INC | $1.61万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD MUN BD FDS | $1.61万 | 0.00% | 159 | 159 | — | $1.61万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $1.60万 | 0.00% | 336 | 274 | 441.9% | $1.31万 | 重新持有 |
| SBLK | STAR BULK CARRIERS CORP. | $1.59万 | 0.00% | 638 | 230 | 56.4% | $5,746 | 加仓 |
| BC | BRUNSWICK CORP | $1.59万 | 0.00% | 189 | 189 | — | $1.59万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $1.59万 | 0.00% | 1,506 | 1,320 | 709.7% | $1.40万 | 加仓 |
| ACHV | ACHIEVE LIFE SCIENCE INC | $1.59万 | 0.00% | 2,432 | 2,217 | 1,031.2% | $1.45万 | 加仓 |
| DC | DAKOTA GOLD CORP | $1.58万 | 0.00% | 3,703 | 0 | 0.0% | — | 不变 |
| GNE | GENIE ENERGY LTD | $1.57万 | 0.00% | 1,089 | 1,089 | — | $1.57万 | 新建仓 |
| SLVP | ISHARES INC | $1.57万 | 0.00% | 510 | 135 | 36.0% | $4,162 | 加仓 |
| TATT | TAT TECHNOLOGIES LTD | $1.57万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.57万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $1.57万 | 0.00% | 204 | 204 | — | $1.57万 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $1.56万 | 0.00% | 7,388 | 3,522 | 91.1% | $7,432 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.56万 | 0.00% | 431 | 431 | — | $1.56万 | 新建仓 |
| — | ISHARES TR | $1.55万 | 0.00% | 264 | 264 | — | $1.55万 | 新建仓 |
| FULT | FULTON FINL CORP PA | $1.55万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| EMEQ | NOMURA ETF TR | $1.55万 | 0.00% | 213 | 213 | — | $1.55万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $1.55万 | 0.00% | 1,693 | -1,050 | -38.3% | -$9,597 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.54万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| FUND | SPROTT FOCUS TR INC | $1.53万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| RGR | STURM RUGER & CO INC | $1.52万 | 0.00% | 403 | 3 | 0.8% | $114 | 加仓 |
| AROC | ARCHROCK INC | $1.52万 | 0.00% | 374 | 333 | 812.2% | $1.36万 | 加仓 |
| EPAM | EPAM SYS INC | $1.52万 | 0.00% | 192 | -18 | -8.6% | -$1,425 | 减仓 |
| LRN | STRIDE INC | $1.52万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $1.50万 | 0.00% | 725 | -2,903 | -80.0% | -$6.02万 | 减仓 |
| PTA | COHEN & STEERS TAX ADVAN PFD | $1.50万 | 0.00% | 784 | 784 | — | $1.50万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $1.50万 | 0.00% | 1,297 | 0 | 0.0% | — | 不变 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.50万 | 0.00% | 242 | 19 | 8.5% | $1,179 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1.50万 | 0.00% | 1,095 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $1.50万 | 0.00% | 1,296 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC | $1.49万 | 0.00% | 538 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP | $1.49万 | 0.00% | 554 | 554 | — | $1.49万 | 新建仓 |
| VNDA | VANDA PHARMACEUTICALS INC | $1.49万 | 0.00% | 2,435 | 2,066 | 559.9% | $1.26万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $1.49万 | 0.00% | 500 | 500 | — | $1.49万 | 新建仓 |
| ANDE | ANDERSONS INC | $1.48万 | 0.00% | 217 | 217 | — | $1.48万 | 新建仓 |
| — | VANECK ETF TRUST | $1.48万 | 0.00% | 900 | 900 | — | $1.48万 | 新建仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.48万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $1.48万 | 0.00% | 367 | 0 | 0.0% | — | 不变 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $1.47万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| SBR | SABINE RTY TR | $1.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SHAZ | SHARONAI HOLDINGS INC | $1.46万 | 0.00% | 172 | 172 | — | $1.46万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $1.45万 | 0.00% | 676 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC | $1.44万 | 0.00% | 90 | -259 | -74.2% | -$4.15万 | 减仓 |
| PSN | PARSONS CORP DEL | $1.44万 | 0.00% | 275 | -174 | -38.8% | -$9,116 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1.44万 | 0.00% | 121 | -17 | -12.3% | -$2,022 | 减仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $1.44万 | 0.00% | 100 | -50 | -33.3% | -$7,175 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $1.43万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| NHI | NATIONAL HEALTH INVS INC | $1.43万 | 0.00% | 188 | -10 | -5.1% | -$763 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $1.43万 | 0.00% | 797 | -778 | -49.4% | -$1.39万 | 减仓 |
| AVA | AVISTA CORP | $1.43万 | 0.00% | 349 | 192 | 122.3% | $7,855 | 重新持有 |
| — | GOLDMAN SACHS ETF TR | $1.43万 | 0.00% | 336 | 0 | 0.0% | — | 不变 |
| IAG | IAMGOLD CORP | $1.43万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $1.42万 | 0.00% | 404 | 182 | 82.0% | $6,409 | 加仓 |
| — | VIRTUS GLOBAL MULTI-SECTOR I | $1.42万 | 0.00% | 1,896 | 1,896 | — | $1.42万 | 新建仓 |
| BUSE | FIRST BUSEY CORP | $1.42万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| EVTL | VERTICAL AEROSPACE LTD | $1.42万 | 0.00% | 8,150 | -500 | -5.8% | -$870 | 减仓 |
| ALG | ALAMO GROUP INC | $1.41万 | 0.00% | 86 | 11 | 14.7% | $1,809 | 加仓 |
| ETSY | ETSY INC | $1.41万 | 0.00% | 188 | 158 | 526.7% | $1.19万 | 加仓 |
| ABVX | ABIVAX SA | $1.41万 | 0.00% | 106 | -375 | -78.0% | -$5.00万 | 减仓 |
| M | MACYS INC | $1.41万 | 0.00% | 598 | 86 | 16.8% | $2,025 | 加仓 |
| — | WISDOMTREE TR | $1.41万 | 0.00% | 250 | -1,259 | -83.4% | -$7.09万 | 减仓 |
| — | RUNWAY GROWTH FINANCE CORP | $1.40万 | 0.00% | 2,500 | 2,500 | — | $1.40万 | 新建仓 |
| LPG | DORIAN LPG LTD | $1.40万 | 0.00% | 402 | 402 | — | $1.40万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.40万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $1.39万 | 0.00% | 879 | -750 | -46.0% | -$1.18万 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $1.38万 | 0.00% | 941 | 519 | 123.0% | $7,637 | 加仓 |
| EVLN | MORGAN STANLEY ETF TRUST | $1.38万 | 0.00% | 285 | 25 | 9.6% | $1,213 | 加仓 |
| ARCB | ARCBEST CORP | $1.38万 | 0.00% | 96 | 96 | — | $1.38万 | 新建仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $1.38万 | 0.00% | 275 | 225 | 450.0% | $1.13万 | 加仓 |
| RLY | SSGA ACTIVE ETF TR | $1.38万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.38万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FPS | FORGENT POWER SOLUTIONS INC | $1.37万 | 0.00% | 246 | 177 | 256.5% | $9,888 | 加仓 |
| ELVA | ELECTROVAYA INC | $1.36万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| MLAB | MESA LABS INC | $1.36万 | 0.00% | 137 | 20 | 17.1% | $1,991 | 加仓 |
| — | NEOS ETF TRUST | $1.36万 | 0.00% | 507 | -60 | -10.6% | -$1,612 | 减仓 |
| — | TIDAL TRUST II | $1.36万 | 0.00% | 2,040 | 2,040 | — | $1.36万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.35万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1.35万 | 0.00% | 653 | -98 | -13.0% | -$2,026 | 减仓 |
| NBTB | NBT BANCORP INC | $1.35万 | 0.00% | 273 | 229 | 520.5% | $1.13万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1.34万 | 0.00% | 246 | -500 | -67.0% | -$2.73万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $1.34万 | 0.00% | 2,282 | -2,095 | -47.9% | -$1.23万 | 减仓 |
| — | ALPS ETF TR | $1.34万 | 0.00% | 278 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.34万 | 0.00% | 252 | 152 | 152.0% | $8,065 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $1.34万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $1.33万 | 0.00% | 500 | 500 | — | $1.33万 | 新建仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1.33万 | 0.00% | 2,270 | 0 | 0.0% | — | 不变 |
| CHH | CHOICE HOTELS INTL INC | $1.33万 | 0.00% | 121 | 56 | 86.2% | $6,175 | 加仓 |
| — | FLUENT INC | $1.33万 | 0.00% | 3,571 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $1.33万 | 0.00% | 289 | -25 | -8.0% | -$1,151 | 减仓 |
| ARVN | ARVINAS INC | $1.33万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| ITGR | INTEGER HLDGS CORP | $1.33万 | 0.00% | 142 | -265 | -65.1% | -$2.48万 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $1.33万 | 0.00% | 2,361 | -48,494 | -95.4% | -$27.25万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.33万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $1.32万 | 0.00% | 540 | -480 | -47.1% | -$1.18万 | 减仓 |
| — | WALDENCAST PLC | $1.32万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $1.32万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.32万 | 0.00% | 203 | 203 | — | $1.32万 | 新建仓 |
| — | MICROVAST HOLDINGS INC | $1.32万 | 0.00% | 11,250 | -1,546 | -12.1% | -$1,809 | 减仓 |