13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 3.4%
NVDA 3.1%
IVV 2.1%
GOOGL 2.1%
AMZN 1.9%
MSFT 1.9%
VOO 1.7%
AVGO 1.6%
JPM 1.4%
QQQ 1.3%

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
VVR INVESCO SR INCOME TR $2,4000.00%800 00.0% — 不变
DNOW DNOW INC $2,3990.00%185 00.0% — 不变
SXC SUNCOKE ENERGY INC $2,3860.00%296 -348-54.0% -$2,805 减仓
— CAMBRIA ETF TR $2,3860.00%67 00.0% — 不变
— RIVIAN AUTOMOTIVE INC $2,3690.00%2,000 00.0% — 不变
— AINOS INC $2,3440.00%1,208 00.0% — 不变
MBUU MALIBU BOATS INC $2,3270.00%85 85— $2,327 新建仓
— INVESCO EXCHANGE TRADED FD T $2,3070.00%31 31— $2,307 新建仓
COTY COTY INC $2,2900.00%1,060 -118-10.0% -$255 减仓
BXC BLUELINX HLDGS INC $2,2900.00%37 00.0% — 不变
PGEN PRECIGEN INC $2,2860.00%401 10.2% $6 加仓
TRIP TRIPADVISOR INC $2,2620.00%165 -92-35.8% -$1,261 减仓
BWLP BW LPG LTD $2,2560.00%129 43.2% $70 加仓
SCSC SCANSOURCE INC $2,2400.00%43 43— $2,240 新建仓
EWK ISHARES INC $2,2200.00%82 -400-83.0% -$1.08万 减仓
CGNT COGNYTE SOFTWARE LTD $2,1950.00%250 -5,000-95.2% -$4.39万 减仓
FVAL FIDELITY COVINGTON TRUST $2,1820.00%28 00.0% — 不变
CALX CALIX INC $2,1650.00%58 -1,803-96.9% -$6.73万 减仓
TMDX TRANSMEDICS GROUP INC $2,1620.00%2,000 00.0% — 不变
RMR RMR GROUP INC $2,1580.00%105 1002,000.0% $2,055 加仓
CRI CARTERS INC $2,1530.00%52 -48-48.0% -$1,987 重新持有
KLIC KULICKE & SOFFA INDS INC $2,1400.00%16 16— $2,140 新建仓
— CAMBRIA ETF TR $2,1380.00%82 00.0% — 不变
— BNY MELLON ETF TRUST $2,1240.00%45 1132.4% $519 加仓
EVGO EVGO INC $2,1120.00%1,106 504.7% $95 加仓
— KNIGHTSCOPE INC $2,1100.00%1,000 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2,0480.00%25 00.0% — 不变
ATLC ATLANTICUS HOLDINGS CORP $2,0450.00%20 20— $2,045 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $2,0450.00%65 65— $2,045 新建仓
TPB TURNING PT BRANDS INC $2,0350.00%24 00.0% — 不变
ETSY ETSY INC $2,0350.00%2,000 00.0% — 不变
PBYI PUMA BIOTECHNOLOGY INC $2,0280.00%250 250— $2,028 新建仓
AMPH AMPHASTAR PHARMACEUTICALS IN $2,0180.00%100 00.0% — 不变
JAN JANUS LIVING INC $2,0120.00%70 70— $2,012 新建仓
CELC CELCUITY INC $1,9880.00%19 00.0% — 不变
LGIH LGI HOMES INC $1,9880.00%31 31— $1,988 新建仓
— ORION PROPERTIES INC $1,9860.00%687 593630.9% $1,714 加仓
ZAP GLOBAL X FDS $1,9760.00%57 59.6% $173 加仓
RINT RUSSELL INVTS EXCHANGE TRADE $1,9760.00%62 62— $1,976 新建仓
HYBB ISHARES TR $1,9640.00%42 00.0% — 不变
— FIRST TR EXCH TRADED FD III $1,9640.00%50 00.0% — 不变
— ACTINIUM PHARMACEUTICALS INC $1,9600.00%2,000 -166-7.7% -$163 减仓
ALNT ALLIENT INC $1,9560.00%19 19— $1,956 新建仓
— TIDAL TRUST II $1,9520.00%37 37— $1,952 新建仓
STAA STAAR SURGICAL CO $1,9510.00%68 1938.8% $545 加仓
MWA MUELLER WTR PRODS INC $1,9490.00%75 -945-92.6% -$2.46万 减仓
BTBT BIT DIGITAL INC $1,9330.00%1,074 1,074— $1,933 新建仓
CMPR CIMPRESS PLC $1,9320.00%19 19— $1,932 新建仓
LZB LA Z BOY INC $1,9260.00%48 -3-5.9% -$120 减仓
ADT ADT INC DEL $1,9180.00%295 -2,205-88.2% -$1.43万 减仓
FPH FIVE POINT HOLDINGS LLC $1,9020.00%361 -166-31.5% -$875 减仓
APPN APPIAN CORP $1,9010.00%83 -277-76.9% -$6,344 减仓
RELL RICHARDSON ELECTRS LTD $1,9010.00%100 00.0% — 不变
LBTYK LIBERTY GLOBAL LTD $1,8920.00%172 -260-60.2% -$2,860 减仓
— BAKKT INC $1,8740.00%240 125108.7% $976 加仓
TFII TFI INTERNATIONAL INC $1,8710.00%13 00.0% — 不变
SBH SALLY BEAUTY HLDGS INC $1,8660.00%132 132— $1,866 新建仓
ARRY ARRAY TECHNOLOGIES INC $1,8600.00%251 -7,608-96.8% -$5.64万 减仓
HP HELMERICH & PAYNE INC $1,8410.00%56 511,020.0% $1,677 加仓
NVCT NUVECTIS PHARMA INC $1,8390.00%100 00.0% — 不变
— KKR INCOME OPPORTUNITIES FD $1,8240.00%162 00.0% — 不变
HTFL HEARTFLOW INC $1,8190.00%62 00.0% — 不变
— COHEN & STEERS QUALITY INCOM $1,8190.00%122,046 122,046— $1,819 新建仓
— CERAGON NETWORKS LTD $1,8130.00%700 00.0% — 不变
PAGS PAGSEGURO DIGITAL LTD $1,8100.00%200 200— $1,810 新建仓
REZI RESIDEO TECHNOLOGIES INC $1,8040.00%58 -386-86.9% -$1.20万 减仓
— CEMENTOS PACASMAYO S A A $1,7940.00%150 00.0% — 不变
— INVESCO EXCH TRADED FD TR II $1,7930.00%35 35— $1,793 新建仓
IFLN INVESCO EXCH TRADED FD TR II $1,7920.00%98 00.0% — 不变
EFOR EVERFORTH INC $1,7870.00%100 100— $1,787 新建仓
— ZENTEK LTD $1,7780.00%3,800 3,800— $1,778 新建仓
— QUANTUM SI INC $1,7700.00%2,000 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $1,7620.00%70 70— $1,762 新建仓
PFSI PENNYMAC FINL SVCS INC NEW $1,7420.00%20 00.0% — 不变
— MESOBLAST LTD $1,7320.00%128 00.0% — 不变
PKX POSCO HOLDINGS INC $1,7210.00%33 33— $1,721 新建仓
HRI HERC HLDGS INC $1,7200.00%12 00.0% — 不变
LOMA LOMA NEGRA C I A S A MTN 14 $1,7180.00%150 00.0% — 不变
KSS KOHLS CORP $1,7140.00%97 -50-34.0% -$884 减仓
— NANO DIMENSION LTD $1,6970.00%1,170 1,1292,753.7% $1,638 加仓
ZG ZILLOW GROUP INC $1,6940.00%54 00.0% — 不变
TIMB TIM S A $1,6920.00%79 00.0% — 不变
— MORGAN STANLEY BITCOIN TR $1,6850.00%100 100— $1,685 新建仓
— PERFORMANCE SHIPPING INC $1,6800.00%1,000 00.0% — 不变
GTM ZOOMINFO TECHNOLOGIES INC $1,6760.00%572 516921.4% $1,512 加仓
— LONGEVERON INC $1,6730.00%2,380 00.0% — 不变
BCD ABRDN ETFS $1,6730.00%49 -2-3.9% -$68 减仓
HYLN HYLIION HOLDINGS CORP $1,6720.00%321 30.9% $16 加仓
— FIRST TR EXCHANGE-TRADED FD $1,6500.00%44 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $1,6440.00%65 00.0% — 不变
PCOR PROCORE TECHNOLOGIES INC $1,6250.00%40 -707-94.6% -$2.87万 减仓
— DIREXION SHARES ETF TRUST $1,6200.00%500 500— $1,620 新建仓
ABAT AMERICAN BATTERY TECHNOLOGY $1,6050.00%567 00.0% — 不变
PENG PENGUIN SOLUTIONS INC $1,5960.00%21 21— $1,596 新建仓
NUAI NEW ERA ENERGY & DIGITAL INC $1,5870.00%249 249— $1,587 新建仓
USPH U S PHYSICAL THERAPY $1,5800.00%23 23— $1,580 新建仓
BL BLACKLINE INC $1,5720.00%56 -156-73.6% -$4,379 减仓
ASC ARDMORE SHIPPING CORP $1,5410.00%110 00.0% — 不变
GLOB GLOBANT S A $1,5340.00%53 45562.5% $1,302 加仓
FMC FMC CORP $1,5300.00%133 -43-24.4% -$495 减仓