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 |
|---|---|---|---|---|---|---|---|---|
| ATEC | ALPHATEC HLDGS INC | $6,081 | 0.00% | 703 | 322 | 84.5% | $2,785 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $6,054 | 0.00% | 205 | -103 | -33.4% | -$3,042 | 减仓 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $6,025 | 0.00% | 608 | -1 | -0.2% | -$10 | 减仓 |
| BDC | BELDEN INC | $5,996 | 0.00% | 50 | 2 | 4.2% | $240 | 加仓 |
| MMSI | MERIT MED SYS INC | $5,963 | 0.00% | 86 | 59 | 218.5% | $4,091 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $5,952 | 0.00% | 156 | 156 | — | $5,952 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5,911 | 0.00% | 205 | -474 | -69.8% | -$1.37万 | 减仓 |
| ELDN | ELEDON PHARMACEUTICALS INC | $5,910 | 0.00% | 1,500 | 500 | 50.0% | $1,970 | 加仓 |
| ZURA | ZURA BIO LTD | $5,900 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FFSM | FIDELITY COVINGTON TRUST | $5,884 | 0.00% | 154 | 154 | — | $5,884 | 新建仓 |
| LEN/B | LENNAR CORP | $5,855 | 0.00% | 66 | -4 | -5.7% | -$355 | 减仓 |
| CNMD | CONMED CORP | $5,853 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC | $5,834 | 0.00% | 41 | -64 | -61.0% | -$9,107 | 减仓 |
| SNDA | SONIDA SENIOR LIVING INC | $5,834 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| RES | RPC INC | $5,830 | 0.00% | 1,000 | 1,000 | — | $5,830 | 新建仓 |
| — | GLADSTONE CAP CORP | $5,826 | 0.00% | 300 | 200 | 200.0% | $3,884 | 加仓 |
| — | MERIDIAN HOLDINGS INC | $5,791 | 0.00% | 416 | 0 | 0.0% | — | 不变 |
| — | LASER PHOTONICS CORP | $5,775 | 0.00% | 3,500 | 3,500 | — | $5,775 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $5,759 | 0.00% | 1,300 | -200 | -13.3% | -$886 | 减仓 |
| — | PUTNAM ETF TRUST | $5,749 | 0.00% | 725 | -309 | -29.9% | -$2,450 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $5,733 | 0.00% | 114 | -10 | -8.1% | -$503 | 减仓 |
| ROG | ROGERS CORP | $5,731 | 0.00% | 35 | 3 | 9.4% | $491 | 加仓 |
| — | OPTIMIZERX CORP | $5,720 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | VOYA ASIA PAC HIGH DIV EQT I | $5,673 | 0.00% | 612 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC | $5,615 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| CTS | CTS CORP | $5,606 | 0.00% | 86 | 86 | — | $5,606 | 新建仓 |
| — | FRANKLIN LTD DURATION INCOME | $5,587 | 0.00% | 965 | -1,000 | -50.9% | -$5,790 | 减仓 |
| BGS | B & G FOODS INC | $5,576 | 0.00% | 1,401 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $5,569 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $5,553 | 0.00% | 92 | -279 | -75.2% | -$1.68万 | 减仓 |
| — | ORLA MNG LTD NEW | $5,551 | 0.00% | 567 | -33 | -5.5% | -$323 | 减仓 |
| BILZ | PIMCO ETF TR | $5,551 | 0.00% | 55 | 55 | — | $5,551 | 新建仓 |
| ABM | ABM INDS INC | $5,530 | 0.00% | 125 | -6 | -4.6% | -$265 | 减仓 |
| LMND | LEMONADE INC | $5,529 | 0.00% | 85 | -1,275 | -93.8% | -$8.29万 | 减仓 |
| XCAFX | MORGAN STANLEY CHINA A SH FD | $5,512 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $5,493 | 0.00% | 52 | -81 | -60.9% | -$8,556 | 减仓 |
| WGS | GENEDX HOLDINGS CORP | $5,492 | 0.00% | 80 | -18 | -18.4% | -$1,236 | 减仓 |
| — | ALPS ETF TR | $5,466 | 0.00% | 230 | 4 | 1.8% | $95 | 加仓 |
| MSM | MSC INDL DIRECT INC | $5,442 | 0.00% | 46 | 26 | 130.0% | $3,076 | 加仓 |
| — | ARES COML REAL ESTATE CORP | $5,441 | 0.00% | 1,209 | 1,209 | — | $5,441 | 新建仓 |
| EUHY | ISHARES INC | $5,440 | 0.00% | 101 | 1 | 1.0% | $54 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $5,436 | 0.00% | 190 | -195 | -50.6% | -$5,579 | 减仓 |
| METC | RAMACO RES INC | $5,428 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $5,418 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| MDA | MDA SPACE LTD | $5,408 | 0.00% | 131 | 131 | — | $5,408 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $5,402 | 0.00% | 63 | 63 | — | $5,402 | 新建仓 |
| MBIN | MERCHANTS BANCORP IND | $5,400 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| AMCX | AMC GLOBAL MEDIA INC | $5,389 | 0.00% | 540 | -250 | -31.6% | -$2,495 | 减仓 |
| CSR | CENTERSPACE | $5,388 | 0.00% | 96 | 96 | — | $5,388 | 新建仓 |
| SECU | BLACKROCK ETF TRUST II | $5,385 | 0.00% | 108 | 108 | — | $5,385 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $5,384 | 0.00% | 98 | 98 | — | $5,384 | 新建仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $5,352 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NVST | ENVISTA HOLDINGS CORPORATION | $5,349 | 0.00% | 203 | 164 | 420.5% | $4,321 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $5,336 | 0.00% | 1,662 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $5,331 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $5,321 | 0.00% | 5,898 | 0 | 0.0% | — | 不变 |
| WHD | CACTUS INC | $5,312 | 0.00% | 104 | 47 | 82.5% | $2,401 | 加仓 |
| UPBD | UPBOUND GROUP INC | $5,305 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $5,282 | 0.00% | 84 | 84 | — | $5,282 | 新建仓 |
| — | CONSUMER PORTFOLIO SVCS INC | $5,277 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC | $5,276 | 0.00% | 68 | 42 | 161.5% | $3,259 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $5,270 | 0.00% | 255 | -993 | -79.6% | -$2.05万 | 减仓 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $5,264 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $5,245 | 0.00% | 363 | -72 | -16.6% | -$1,040 | 减仓 |
| BSCZ | INVESCO EXCH TRD SLF IDX FD | $5,220 | 0.00% | 255 | 255 | — | $5,220 | 新建仓 |
| RCI | ROGERS COMMUNICATIONS INC | $5,135 | 0.00% | 158 | -91 | -36.5% | -$2,958 | 减仓 |
| — | TIDAL TRUST II | $5,135 | 0.00% | 205 | 205 | — | $5,135 | 新建仓 |
| EGHT | 8X8 INC NEW | $5,130 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $5,120 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | SIDUS SPACE INC | $5,097 | 0.00% | 1,814 | 621 | 52.1% | $1,745 | 加仓 |
| — | PENNYMAC CORP | $5,079 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | REDWOOD TRUST INC | $5,050 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $5,038 | 0.00% | 200 | 200 | — | $5,038 | 新建仓 |
| — | TIDAL TRUST II | $4,983 | 0.00% | 234 | 234 | — | $4,983 | 新建仓 |
| CXW | CORECIVIC INC | $4,982 | 0.00% | 164 | 99 | 152.3% | $3,007 | 加仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $4,978 | 0.00% | 3,800 | 2,500 | 192.3% | $3,275 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $4,969 | 0.00% | 83 | -17 | -17.0% | -$1,018 | 减仓 |
| — | PEBBLEBROOK HOTEL TR | $4,953 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| SCJ | ISHARES INC | $4,950 | 0.00% | 47 | -3 | -6.0% | -$316 | 减仓 |
| PLSE | PULSE BIOSCIENCES INC | $4,936 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $4,921 | 0.00% | 105 | -21 | -16.7% | -$984 | 减仓 |
| — | TIDAL TRUST II | $4,913 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| TSAT | TELESAT CORP | $4,910 | 0.00% | 97 | 52 | 115.6% | $2,632 | 加仓 |
| CBT | CABOT CORP | $4,904 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $4,898 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCH TRADED FD III | $4,884 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $4,863 | 0.00% | 24 | -3,492 | -99.3% | -$70.76万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $4,856 | 0.00% | 100 | -100 | -50.0% | -$4,856 | 减仓 |
| VIV | TELEFONICA BRASIL SA | $4,856 | 0.00% | 369 | 138 | 59.7% | $1,816 | 加仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $4,850 | 0.00% | 2,127 | 0 | 0.0% | — | 不变 |
| ARTV | ARTIVA BIOTHERAPEUTICS INC | $4,850 | 0.00% | 500 | 500 | — | $4,850 | 新建仓 |
| LEO | BNY MELLON STRATEGIC MUNS IN | $4,845 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| — | AIR INDS GROUP | $4,832 | 0.00% | 1,600 | 1,600 | — | $4,832 | 新建仓 |
| BLKB | BLACKBAUD INC | $4,828 | 0.00% | 163 | -76 | -31.8% | -$2,251 | 减仓 |
| CARG | CARGURUS INC | $4,807 | 0.00% | 141 | -67 | -32.2% | -$2,284 | 减仓 |
| NPCE | NEUROPACE INC | $4,767 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| FEOE | RBB FUND TRUST | $4,753 | 0.00% | 89 | -123 | -58.0% | -$6,569 | 重新持有 |
| AVTR | AVANTOR INC | $4,732 | 0.00% | 478 | -191 | -28.6% | -$1,891 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $4,723 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| FMNB | FARMERS NATIONAL BANC CORP | $4,713 | 0.00% | 323 | 4 | 1.3% | $58 | 加仓 |