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 |
|---|---|---|---|---|---|---|---|---|
| WIX | WIX COM LTD | $1.32万 | 0.00% | 290 | -160,231 | -99.8% | -$726.95万 | 减仓 |
| — | AMPLIFY ETF TR | $1.32万 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.31万 | 0.00% | 500 | -113 | -18.4% | -$2,963 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.31万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.31万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS TOTAL RETURN | $1.31万 | 0.00% | 1,155 | 24 | 2.1% | $272 | 加仓 |
| XCEM | COLUMBIA ETF TR II | $1.31万 | 0.00% | 247 | -30 | -10.8% | -$1,586 | 减仓 |
| EFIV | SPDR SERIES TRUST | $1.31万 | 0.00% | 179 | 179 | — | $1.31万 | 新建仓 |
| — | ETF SER SOLUTIONS | $1.30万 | 0.00% | 350 | -1,423 | -80.3% | -$5.29万 | 减仓 |
| GNW | GENWORTH FINL INC | $1.30万 | 0.00% | 1,368 | 0 | 0.0% | — | 不变 |
| — | ALLSPRING MULTI SECTOR INCOM | $1.29万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $1.29万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| — | KNOT OFFSHORE PARTNERS LP | $1.29万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INVT GRADE OPP | $1.29万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| XPEV | XPENG INC | $1.29万 | 0.00% | 972 | 131 | 15.6% | $1,734 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1.28万 | 0.00% | 500 | -50 | -9.1% | -$1,280 | 减仓 |
| — | BLACKROCK FLOATING RATE INC | $1.28万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $1.28万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| NE | NOBLE CORP PLC | $1.27万 | 0.00% | 340 | -35 | -9.3% | -$1,306 | 减仓 |
| — | WILLAMETTE VALLEY VINEYARDS | $1.27万 | 0.00% | 5,049 | 300 | 6.3% | $753 | 加仓 |
| RFV | INVESCO EXCHANGE TRADED FD T | $1.27万 | 0.00% | 89 | 42 | 89.4% | $5,979 | 加仓 |
| G | GENPACT LIMITED | $1.26万 | 0.00% | 460 | 34 | 8.0% | $934 | 加仓 |
| — | WISDOMTREE TR | $1.26万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CRUX | COLUMBIA ETF TR I | $1.25万 | 0.00% | 417 | 417 | — | $1.25万 | 新建仓 |
| FSLY | FASTLY INC | $1.25万 | 0.00% | 680 | -67 | -9.0% | -$1,230 | 减仓 |
| EWP | ISHARES INC | $1.25万 | 0.00% | 210 | -56 | -21.1% | -$3,326 | 减仓 |
| SAIL | SAILPOINT INC | $1.24万 | 0.00% | 850 | 500 | 142.9% | $7,320 | 加仓 |
| EXI | ISHARES TR | $1.24万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $1.24万 | 0.00% | 6,000 | 1,897 | 46.2% | $3,908 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $1.23万 | 0.00% | 882 | 1 | 0.1% | $14 | 加仓 |
| — | TRIO TECH INTL | $1.23万 | 0.00% | 1,000 | 1,000 | — | $1.23万 | 新建仓 |
| ILTB | ISHARES TR | $1.23万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $1.23万 | 0.00% | 530 | 169 | 46.8% | $3,926 | 加仓 |
| — | CLENE INC | $1.23万 | 0.00% | 2,000 | 2,000 | — | $1.23万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.23万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| COCO | VITA COCO CO INC | $1.23万 | 0.00% | 186 | -1 | -0.5% | -$66 | 减仓 |
| — | GLOBAL X FDS | $1.23万 | 0.00% | 495 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.22万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVT PPTYS INC | $1.22万 | 0.00% | 490 | 15 | 3.2% | $374 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1.22万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST I | $1.22万 | 0.00% | 241 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO | $1.21万 | 0.00% | 70 | 70 | — | $1.21万 | 新建仓 |
| BLSH | BULLISH | $1.21万 | 0.00% | 516 | -125 | -19.5% | -$2,929 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $1.21万 | 0.00% | 1,099 | 15 | 1.4% | $165 | 加仓 |
| VCEL | VERICEL CORP | $1.21万 | 0.00% | 271 | 251 | 1,255.0% | $1.12万 | 加仓 |
| NMAX | NEWSMAX INC | $1.20万 | 0.00% | 1,453 | 26 | 1.8% | $215 | 加仓 |
| FLO | FLOWERS FOODS INC | $1.20万 | 0.00% | 1,517 | 369 | 32.1% | $2,915 | 加仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $1.20万 | 0.00% | 1,465 | 1,465 | — | $1.20万 | 新建仓 |
| — | THE ALGER ETF TRUST | $1.19万 | 0.00% | 481 | 481 | — | $1.19万 | 新建仓 |
| — | GREENE CNTY BANCORP INC | $1.19万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| PRFD | PIMCO ETF TR | $1.19万 | 0.00% | 232 | 132 | 132.0% | $6,778 | 加仓 |
| — | MODIV INDUSTRIAL INC | $1.19万 | 0.00% | 684 | 684 | — | $1.19万 | 新建仓 |
| BGC | BGC GROUP INC | $1.19万 | 0.00% | 1,112 | 2 | 0.2% | $21 | 加仓 |
| XPH | SPDR SERIES TRUST | $1.19万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $1.18万 | 0.00% | 553 | -9 | -1.6% | -$192 | 减仓 |
| — | TIDAL TRUST II | $1.17万 | 0.00% | 1,125 | 1,125 | — | $1.17万 | 新建仓 |
| — | ATYR PHARMA INC | $1.17万 | 0.00% | 19,600 | 3,000 | 18.1% | $1,790 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.17万 | 0.00% | 418 | 418 | — | $1.17万 | 新建仓 |
| — | FUNDRISE INNOVATION FD LLC | $1.17万 | 0.00% | 135 | 135 | — | $1.17万 | 新建仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $1.17万 | 0.00% | 240 | -400 | -62.5% | -$1.94万 | 减仓 |
| QQH | NORTHERN LTS FD TR III | $1.16万 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| — | HARTFORD FDS EXCHANGE TRADED | $1.16万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1.16万 | 0.00% | 822 | -998 | -54.8% | -$1.41万 | 减仓 |
| LIVN | LIVANOVA PLC | $1.16万 | 0.00% | 141 | 141 | — | $1.16万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $1.16万 | 0.00% | 457 | 130 | 39.8% | $3,293 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.16万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| — | INSIGHT MOLECULAR DIA INC | $1.16万 | 0.00% | 1,960 | 1,960 | — | $1.16万 | 新建仓 |
| DAVE | DAVE INC | $1.16万 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $1.15万 | 0.00% | 322 | 15 | 4.9% | $538 | 加仓 |
| SSRM | SSR MINING IN | $1.15万 | 0.00% | 408 | 6 | 1.5% | $170 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.15万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| FTCB | FIRST TR EXCHANGE-TRADED FD | $1.15万 | 0.00% | 551 | 551 | — | $1.15万 | 新建仓 |
| DIOD | DIODES INC | $1.15万 | 0.00% | 105 | 105 | — | $1.15万 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $1.15万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $1.15万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| FIVA | FIDELITY COVINGTON TRUST | $1.14万 | 0.00% | 296 | 186 | 169.1% | $7,169 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $1.14万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.14万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| — | EASTERN CO | $1.13万 | 0.00% | 404 | 404 | — | $1.13万 | 新建仓 |
| BUFP | PGIM ROCK ETF TR | $1.12万 | 0.00% | 350 | -5 | -1.4% | -$160 | 减仓 |
| HTO | H2O AMERICA | $1.12万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $1.12万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.11万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $1.11万 | 0.00% | 115 | 115 | — | $1.11万 | 新建仓 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $1.10万 | 0.00% | 1,700 | 500 | 41.7% | $3,250 | 加仓 |
| VGNT | VERSIGENT PLC | $1.10万 | 0.00% | 263 | 263 | — | $1.10万 | 新建仓 |
| MAT | MATTEL INC | $1.10万 | 0.00% | 795 | 24 | 3.1% | $333 | 加仓 |
| UTL | UNITIL CORP | $1.10万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| VCTR | VICTORY CAP HLDGS INC DEL | $1.10万 | 0.00% | 131 | 21 | 19.1% | $1,765 | 加仓 |
| DXYZ | DESTINY TECH100 INC | $1.10万 | 0.00% | 427 | 40 | 10.3% | $1,030 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1.10万 | 0.00% | 731 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $1.09万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| BJRI | BJS RESTAURANTS INC | $1.09万 | 0.00% | 180 | 180 | — | $1.09万 | 新建仓 |
| IPI | INTREPID POTASH INC | $1.09万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.09万 | 0.00% | 600 | -1,782 | -74.8% | -$3.23万 | 减仓 |
| — | OATLY GROUP AB | $1.08万 | 0.00% | 1,160 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $1.08万 | 0.00% | 641 | 88 | 15.9% | $1,489 | 加仓 |
| STNE | STONECO LTD | $1.08万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TOUCHSTONE ETF TRUST | $1.08万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| OSS | ONE STOP SYS INC | $1.08万 | 0.00% | 594 | 394 | 197.0% | $7,163 | 加仓 |