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 |
|---|---|---|---|---|---|---|---|---|
| — | OS THERAPIES INCORPORATED | $1.08万 | 0.00% | 5,681 | 5,681 | — | $1.08万 | 新建仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1.08万 | 0.00% | 37 | -16 | -30.2% | -$4,659 | 减仓 |
| — | U S GOLD CORP | $1.07万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MTG DEFINED OP | $1.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1.07万 | 0.00% | 310 | 4 | 1.3% | $138 | 加仓 |
| — | ALPS ETF TR | $1.07万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| — | PERMIANVILLE RTY TR | $1.07万 | 0.00% | 6,318 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $1.06万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $1.06万 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC | $1.06万 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| — | DIAMEDICA THERAPEUTICS INC | $1.06万 | 0.00% | 1,500 | 1,500 | — | $1.06万 | 新建仓 |
| — | FLEXSHARES TR | $1.05万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| XONE | BONDBLOXX ETF TRUST | $1.05万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $1.05万 | 0.00% | 102 | -4 | -3.8% | -$412 | 减仓 |
| — | FORTE BIOSCIENCES INC | $1.05万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| — | TAO SYNERGIES INC | $1.04万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| EFSC | ENTERPRISE FINL SVCS CORP | $1.04万 | 0.00% | 157 | 157 | — | $1.04万 | 新建仓 |
| EXPO | EXPONENT INC | $1.03万 | 0.00% | 176 | -256 | -59.3% | -$1.50万 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $1.03万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $1.03万 | 0.00% | 408 | -134 | -24.7% | -$3,386 | 减仓 |
| REET | ISHARES TR | $1.03万 | 0.00% | 373 | 39 | 11.7% | $1,077 | 加仓 |
| — | ISHARES TR | $1.03万 | 0.00% | 426 | 0 | 0.0% | — | 不变 |
| FOR | FORESTAR GROUP INC | $1.03万 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $1.02万 | 0.00% | 334 | -83 | -19.9% | -$2,547 | 减仓 |
| OFRM | ONCE UPON A FARM PBC | $1.02万 | 0.00% | 500 | 500 | — | $1.02万 | 新建仓 |
| TREE | LENDINGTREE INC | $1.02万 | 0.00% | 231 | 200 | 645.2% | $8,858 | 加仓 |
| — | PGIM ROCK ETF TR | $1.02万 | 0.00% | 314 | 314 | — | $1.02万 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $1.02万 | 0.00% | 604 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $1.01万 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| QINT | AMERICAN CENTY ETF TR | $1.01万 | 0.00% | 146 | -2,236 | -93.9% | -$15.52万 | 减仓 |
| — | MASON CAPITAL FUND TRUST | $1.01万 | 0.00% | 765 | 765 | — | $1.01万 | 新建仓 |
| CTO | CTO RLTY GROWTH INC NEW | $1.01万 | 0.00% | 470 | 470 | — | $1.01万 | 新建仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $1.01万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $1.01万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1.01万 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $1.01万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| KB | KB FINL GROUP INC | $1.00万 | 0.00% | 95 | 95 | — | $1.00万 | 新建仓 |
| — | NEW FOUND GOLD CORP | $1.00万 | 0.00% | 6,500 | 5,000 | 333.3% | $7,700 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $9,945 | 0.00% | 270 | -144 | -34.8% | -$5,304 | 减仓 |
| — | WSTRN AST GLBL CORP OPP FD I | $9,936 | 0.00% | 926 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC | $9,930 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DHT | DHT HOLDINGS INC | $9,918 | 0.00% | 600 | 600 | — | $9,918 | 新建仓 |
| EVER | EVERQUOTE INC | $9,873 | 0.00% | 415 | 15 | 3.8% | $357 | 加仓 |
| SONO | SONOS INC | $9,863 | 0.00% | 729 | -496 | -40.5% | -$6,711 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $9,857 | 0.00% | 202 | 0 | 0.0% | — | 不变 |
| — | LEXINFINTECH HLDGS LTD | $9,850 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| STNG | SCORPIO TANKERS INC | $9,835 | 0.00% | 142 | 124 | 688.9% | $8,588 | 加仓 |
| UFPT | UFP TECHNOLOGIES INC | $9,810 | 0.00% | 37 | 33 | 825.0% | $8,749 | 加仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $9,729 | 0.00% | 791 | -1,502 | -65.5% | -$1.85万 | 重新持有 |
| FPI | FARMLAND PARTNERS INC | $9,728 | 0.00% | 1,005 | 85 | 9.2% | $823 | 加仓 |
| — | THEMES ETF TR | $9,650 | 0.00% | 200 | -3,000 | -93.8% | -$14.47万 | 减仓 |
| NB | NIOCORP DEVS LTD | $9,640 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $9,601 | 0.00% | 234 | 0 | 0.0% | — | 不变 |
| — | COMSTOCK HLDG COS INC | $9,594 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $9,577 | 0.00% | 834 | 834 | — | $9,577 | 新建仓 |
| XEMDX | WESTERN ASSET EMERGING MKTS | $9,559 | 0.00% | 890 | 362 | 68.6% | $3,888 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $9,545 | 0.00% | 514 | 5 | 1.0% | $93 | 加仓 |
| SKYW | SKYWEST INC | $9,536 | 0.00% | 96 | -100 | -51.0% | -$9,933 | 减仓 |
| SPTM | SPDR SERIES TRUST | $9,442 | 0.00% | 104 | -50 | -32.5% | -$4,539 | 减仓 |
| — | TEUCRIUM COMMODITY TR | $9,438 | 0.00% | 964 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $9,374 | 0.00% | 28 | 18 | 180.0% | $6,026 | 加仓 |
| QDEL | QUIDELORTHO CORP | $9,335 | 0.00% | 533 | -82 | -13.3% | -$1,436 | 减仓 |
| — | AUTHID INC | $9,302 | 0.00% | 8,693 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $9,301 | 0.00% | 235 | 0 | 0.0% | — | 不变 |
| EWQ | ISHARES INC | $9,268 | 0.00% | 204 | -128 | -38.6% | -$5,815 | 减仓 |
| MUX | MCEWEN INC. | $9,246 | 0.00% | 510 | 114 | 28.8% | $2,067 | 加仓 |
| MTG | MGIC INVT CORP WIS | $9,221 | 0.00% | 327 | 83 | 34.0% | $2,340 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $9,193 | 0.00% | 425 | -2,876 | -87.1% | -$6.22万 | 减仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $9,153 | 0.00% | 105 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $9,096 | 0.00% | 182 | -628 | -77.5% | -$3.14万 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $9,094 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| HZO | MARINEMAX INC | $9,092 | 0.00% | 248 | 248 | — | $9,092 | 新建仓 |
| — | SWARMER INC | $9,084 | 0.00% | 205 | 205 | — | $9,084 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $9,069 | 0.00% | 1,494 | -421 | -22.0% | -$2,556 | 减仓 |
| SWBI | SMITH & WESSON BRANDS INC | $9,024 | 0.00% | 600 | 300 | 100.0% | $4,512 | 加仓 |
| — | KALARIS THERAPEUTICS INC | $9,015 | 0.00% | 2,215 | 0 | 0.0% | — | 不变 |
| — | OKYO PHARMA LTD | $9,000 | 0.00% | 6,000 | 6,000 | — | $9,000 | 新建仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $8,991 | 0.00% | 1,261 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $8,959 | 0.00% | 1,150 | -35 | -3.0% | -$273 | 减仓 |
| EWI | ISHARES INC | $8,945 | 0.00% | 151 | -40 | -20.9% | -$2,370 | 减仓 |
| BILL | BILL HOLDINGS INC | $8,823 | 0.00% | 244 | -364 | -59.9% | -$1.32万 | 减仓 |
| — | TIDAL TRUST II | $8,772 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $8,758 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $8,745 | 0.00% | 340 | 204 | 150.0% | $5,247 | 加仓 |
| — | LISTED FDS TR | $8,731 | 0.00% | 293 | 77 | 35.6% | $2,294 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $8,724 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| CSHI | NEOS ETF TRUST | $8,717 | 0.00% | 175 | -1,925 | -91.7% | -$9.59万 | 减仓 |
| FLY | FIREFLY AEROSPACE INC | $8,702 | 0.00% | 296 | 293 | 9,766.7% | $8,614 | 加仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $8,698 | 0.00% | 169 | 128 | 312.2% | $6,588 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $8,678 | 0.00% | 2,384 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $8,675 | 0.00% | 1,701 | -15,036 | -89.8% | -$7.67万 | 减仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $8,673 | 0.00% | 1,923 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $8,608 | 0.00% | 165 | -202 | -55.0% | -$1.05万 | 减仓 |
| RNA | ATRIUM THERAPEUTICS INC | $8,541 | 0.00% | 635 | 0 | 0.0% | — | 不变 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $8,477 | 0.00% | 513 | 513 | — | $8,477 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $8,463 | 0.00% | 32 | -1 | -3.0% | -$264 | 减仓 |
| CYRX | CRYOPORT INC | $8,462 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| — | BRASKEM SA | $8,442 | 0.00% | 3,460 | 0 | 0.0% | — | 不变 |
| U | UNITY SOFTWARE INC | $8,416 | 0.00% | 294 | -530 | -64.3% | -$1.52万 | 减仓 |
| DB | DEUTSCHE BK AG | $8,399 | 0.00% | 249 | -240 | -49.1% | -$8,095 | 减仓 |