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 |
|---|---|---|---|---|---|---|---|---|
| SLV | ISHARES SILVER TR | $1,200.62万 | 0.06% | 224,541 | -14,056 | -5.9% | -$75.16万 | 减仓 |
| ONEQ | FIDELITY COMWLTH TR | $1,198.31万 | 0.06% | 116,093 | 76,515 | 193.3% | $789.79万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,197.52万 | 0.06% | 8,663 | 3,408 | 64.9% | $471.10万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,196.72万 | 0.06% | 128,156 | 11,116 | 9.5% | $103.80万 | 加仓 |
| SMIZ | ZACKS TRUST | $1,187.17万 | 0.06% | 266,062 | 266,022 | 665,055.0% | $1,186.99万 | 加仓 |
| IJT | ISHARES TR | $1,179.74万 | 0.06% | 66,055 | -2,302 | -3.4% | -$41.11万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,163.34万 | 0.06% | 108,591 | 6,164 | 6.0% | $66.04万 | 加仓 |
| IDV | ISHARES TR | $1,159.04万 | 0.06% | 279,758 | -7,534 | -2.6% | -$31.21万 | 减仓 |
| NOW | SERVICENOW INC | $1,149.28万 | 0.06% | 115,761 | -7,800 | -6.3% | -$77.44万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,148.02万 | 0.06% | 227,376 | 30,990 | 15.8% | $156.47万 | 加仓 |
| PTNQ | PACER FDS TR | $1,145.55万 | 0.06% | 129,221 | -7,420 | -5.4% | -$65.78万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $1,140.81万 | 0.06% | 30,784 | 8,025 | 35.3% | $297.39万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,135.30万 | 0.06% | 403,016 | 1,056 | 0.3% | $2.97万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,124.52万 | 0.06% | 305,908 | 2,879 | 1.0% | $10.58万 | 加仓 |
| CTRE | CARETRUST REIT INC | $1,122.87万 | 0.06% | 278,282 | 14,414 | 5.5% | $58.16万 | 加仓 |
| AZO | AUTOZONE INC | $1,122.83万 | 0.06% | 3,513 | -865 | -19.8% | -$276.47万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,120.05万 | 0.06% | 124,658 | 2,150 | 1.8% | $19.32万 | 加仓 |
| CMF | ISHARES TR | $1,118.48万 | 0.06% | 194,046 | -164,744 | -45.9% | -$949.58万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1,117.93万 | 0.06% | 50,159 | -2,441 | -4.6% | -$54.40万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,094.93万 | 0.06% | 37,394 | 12,371 | 49.4% | $362.23万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,092.27万 | 0.06% | 27,466 | -3,193 | -10.4% | -$126.98万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $1,088.25万 | 0.06% | 214,983 | 34,559 | 19.2% | $174.94万 | 加仓 |
| MINT | PIMCO ETF TR | $1,083.59万 | 0.06% | 107,489 | 7,222 | 7.2% | $72.80万 | 加仓 |
| EZM | WISDOMTREE TR | $1,075.74万 | 0.05% | 141,949 | 37,452 | 35.8% | $283.83万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $1,074.88万 | 0.05% | 211,966 | 4,264 | 2.1% | $21.62万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $1,074.64万 | 0.05% | 365,524 | 6,833 | 1.9% | $20.09万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,071.72万 | 0.05% | 60,669 | -1,125 | -1.8% | -$19.87万 | 减仓 |
| MGK | VANGUARD WORLD FD | $1,071.38万 | 0.05% | 121,873 | -25,147 | -17.1% | -$221.07万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,069.42万 | 0.05% | 223,962 | -25,582 | -10.3% | -$122.15万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $1,067.16万 | 0.05% | 325,155 | 98,250 | 43.3% | $322.46万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $1,062.13万 | 0.05% | 200,971 | -1,812 | -0.9% | -$9.58万 | 减仓 |
| ISPY | PROSHARES TR | $1,061.50万 | 0.05% | 220,274 | -3,198 | -1.4% | -$15.41万 | 减仓 |
| BX | BLACKSTONE INC | $1,060.48万 | 0.05% | 90,124 | 7,795 | 9.5% | $91.72万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,057.67万 | 0.05% | 409,155 | 12,571 | 3.2% | $32.50万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,057.37万 | 0.05% | 126,253 | -13,971 | -10.0% | -$117.01万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $1,049.30万 | 0.05% | 188,181 | 21,846 | 13.1% | $121.81万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,036.41万 | 0.05% | 110,351 | 288 | 0.3% | $2.70万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,035.73万 | 0.05% | 20,851 | 2,988 | 16.7% | $148.42万 | 加仓 |
| SCI | SERVICE CORP INTL | $1,026.25万 | 0.05% | 135,103 | 131,282 | 3,435.8% | $997.22万 | 加仓 |
| PFFA | ETFIS SER TR I | $1,022.79万 | 0.05% | 497,225 | 44,302 | 9.8% | $91.13万 | 加仓 |
| SHV | ISHARES TR | $1,021.59万 | 0.05% | 92,578 | -8,530 | -8.4% | -$94.13万 | 减仓 |
| D | DOMINION ENERGY INC | $1,021.52万 | 0.05% | 149,586 | 3,875 | 2.7% | $26.46万 | 加仓 |
| GL | GLOBE LIFE INC | $1,017.31万 | 0.05% | 56,935 | 930 | 1.7% | $16.62万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,017.14万 | 0.05% | 102,348 | -44,453 | -30.3% | -$441.77万 | 减仓 |
| LIT | GLOBAL X FDS | $1,011.43万 | 0.05% | 129,207 | -223,846 | -63.4% | -$1,752.27万 | 减仓 |
| — | SPDR INDEX SHS FDS | $1,007.21万 | 0.05% | 66,302 | 3 | 0.0% | $456 | 加仓 |
| VLO | VALERO ENERGY CORP | $999.96万 | 0.05% | 38,395 | 3,235 | 9.2% | $84.25万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $998.88万 | 0.05% | 114,761 | -1,268 | -1.1% | -$11.04万 | 减仓 |
| QXO | QXO INC | $994.61万 | 0.05% | 575,584 | 264,524 | 85.0% | $457.10万 | 加仓 |
| OKE | ONEOK INC NEW | $994.01万 | 0.05% | 114,333 | -10,509 | -8.4% | -$91.37万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $991.84万 | 0.05% | 219,871 | -43,909 | -16.6% | -$198.07万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $988.43万 | 0.05% | 36,346 | -6,172 | -14.5% | -$167.85万 | 减仓 |
| CTAS | CINTAS CORP | $982.55万 | 0.05% | 57,770 | -3,932 | -6.4% | -$66.88万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $974.82万 | 0.05% | 40,786 | 3,668 | 9.9% | $87.67万 | 加仓 |
| GPN | GLOBAL PMTS INC | $969.08万 | 0.05% | 133,555 | -5,061 | -3.7% | -$36.72万 | 减仓 |
| TKR | TIMKEN CO | $965.32万 | 0.05% | 66,427 | 9,351 | 16.4% | $135.89万 | 加仓 |
| PTLC | PACER FDS TR | $950.14万 | 0.05% | 163,085 | 693 | 0.4% | $4.04万 | 加仓 |
| SMLF | ISHARES TR | $946.81万 | 0.05% | 106,216 | 37,706 | 55.0% | $336.11万 | 加仓 |
| WELL | WELLTOWER INC | $941.51万 | 0.05% | 41,482 | 18,922 | 83.9% | $429.47万 | 加仓 |
| CWB | SPDR SERIES TRUST | $940.01万 | 0.05% | 87,183 | -4,510 | -4.9% | -$48.63万 | 减仓 |
| EMR | EMERSON ELEC CO | $932.71万 | 0.05% | 65,156 | -2,338 | -3.5% | -$33.47万 | 减仓 |
| — | TOUCHSTONE ETF TRUST | $930.80万 | 0.05% | 215,550 | 6,360 | 3.0% | $27.46万 | 加仓 |
| ARGX | ARGENX SE | $926.10万 | 0.05% | 9,982 | 611 | 6.5% | $56.69万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $924.18万 | 0.05% | 289,078 | 1,415 | 0.5% | $4.52万 | 加仓 |
| EFV | ISHARES TR | $920.20万 | 0.05% | 120,209 | -78,877 | -39.6% | -$603.80万 | 减仓 |
| IBB | ISHARES TR | $919.01万 | 0.05% | 48,321 | 10,382 | 27.4% | $197.45万 | 加仓 |
| SNPS | SYNOPSYS INC | $919.00万 | 0.05% | 20,602 | 6,475 | 45.8% | $288.83万 | 加仓 |
| FDV | FEDERATED HERMES ETF TRUST | $918.27万 | 0.05% | 292,535 | 5,897 | 2.1% | $18.51万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $913.29万 | 0.05% | 79,500 | -743 | -0.9% | -$8.54万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $911.15万 | 0.05% | 51,834 | -4,788 | -8.5% | -$84.16万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $911.10万 | 0.05% | 174,074 | -18,787 | -9.7% | -$98.33万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $904.45万 | 0.05% | 248,543 | 2,564 | 1.0% | $9.33万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $902.41万 | 0.05% | 179,157 | 97,483 | 119.4% | $491.02万 | 加仓 |
| VLUE | ISHARES TR | $898.95万 | 0.05% | 44,990 | -6,036 | -11.8% | -$120.61万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $897.73万 | 0.05% | 102,154 | 18,322 | 21.9% | $161.01万 | 加仓 |
| HON | HONEYWELL INTL INC | $897.46万 | 0.05% | 40,083 | -36,645 | -47.8% | -$820.48万 | 减仓 |
| IQQQ | PROSHARES TR | $895.65万 | 0.05% | 176,304 | -3,833 | -2.1% | -$19.47万 | 减仓 |
| IJS | ISHARES TR | $893.02万 | 0.05% | 65,337 | -4,625 | -6.6% | -$63.21万 | 减仓 |
| IMCG | ISHARES TR | $889.79万 | 0.05% | 90,518 | -8,961 | -9.0% | -$88.09万 | 减仓 |
| XAR | SPDR SERIES TRUST | $887.07万 | 0.05% | 31,258 | -15,147 | -32.6% | -$429.86万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $883.75万 | 0.05% | 140,523 | -4,042 | -2.8% | -$25.42万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $883.00万 | 0.05% | 149,712 | 6,519 | 4.6% | $38.45万 | 加仓 |
| ECL | ECOLAB INC | $882.06万 | 0.05% | 31,659 | -3,605 | -10.2% | -$100.44万 | 减仓 |
| USHY | ISHARES TR | $877.79万 | 0.04% | 237,111 | 27,021 | 12.9% | $100.03万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $876.15万 | 0.04% | 162,189 | 7,252 | 4.7% | $39.18万 | 加仓 |
| AMLP | ALPS ETF TR | $868.54万 | 0.04% | 167,510 | 17,259 | 11.5% | $89.49万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $867.09万 | 0.04% | 256,233 | 46,682 | 22.3% | $157.97万 | 加仓 |
| SSUS | STRATEGY SHS | $866.72万 | 0.04% | 156,703 | -6,145 | -3.8% | -$33.99万 | 减仓 |
| DXCM | DEXCOM INC | $864.02万 | 0.04% | 128,288 | 13,760 | 12.0% | $92.67万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $863.24万 | 0.04% | 171,857 | 5,378 | 3.2% | $27.01万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $860.21万 | 0.04% | 38,910 | 38,910 | — | $860.21万 | 新建仓 |
| MXL | MAXLINEAR INC | $852.14万 | 0.04% | 66,558 | 66,452 | 62,690.6% | $850.79万 | 重新持有 |
| IYH | ISHARES TR | $850.02万 | 0.04% | 126,850 | 15,517 | 13.9% | $103.98万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $842.66万 | 0.04% | 66,698 | -8,462 | -11.3% | -$106.91万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $838.66万 | 0.04% | 341,614 | -249,027 | -42.2% | -$611.36万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $838.25万 | 0.04% | 65,611 | 859 | 1.3% | $10.97万 | 加仓 |
| TPR | TAPESTRY INC | $834.13万 | 0.04% | 56,984 | -2,220 | -3.7% | -$32.50万 | 减仓 |
| EEM | ISHARES TR | $833.01万 | 0.04% | 121,767 | -13,547 | -10.0% | -$92.68万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $829.26万 | 0.04% | 143,371 | -7,047 | -4.7% | -$40.76万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $828.32万 | 0.04% | 107,226 | 956 | 0.9% | $7.39万 | 加仓 |