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 |
|---|---|---|---|---|---|---|---|---|
| — | OPENDOOR TECHNOLOGIES INC | $31 | 0.00% | 109 | 66 | 153.5% | $19 | 加仓 |
| KOS | KOSMOS ENERGY LTD | $30 | 0.00% | 14 | 14 | — | $30 | 新建仓 |
| BVS | BIOVENTUS INC | $28 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | SOLUNA HOLDINGS INC | $28 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $28 | 0.00% | 1 | 1 | — | $28 | 新建仓 |
| MATW | MATTHEWS INTL CORP | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| FWDI | FORWARD INDUSTRIES INC | $27 | 0.00% | 6 | 6 | — | $27 | 新建仓 |
| — | OPENDOOR TECHNOLOGIES INC | $26 | 0.00% | 109 | 66 | 153.5% | $16 | 加仓 |
| — | TIDAL TRUST II | $24 | 0.00% | 2 | 2 | — | $24 | 新建仓 |
| — | CHRONOSCALE CORP | $22 | 0.00% | 1 | 1 | — | $22 | 新建仓 |
| FVRR | FIVERR INTL LTD | $21 | 0.00% | 2 | 2 | — | $21 | 新建仓 |
| FLGT | FULGENT GENETICS INC | $21 | 0.00% | 1 | 1 | — | $21 | 新建仓 |
| — | SNDL INC | $20 | 0.00% | 15 | 15 | — | $20 | 新建仓 |
| — | DIRECT DIGITAL HOLDINGS INC | $19 | 0.00% | 7 | -23 | -76.7% | -$62 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $19 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $19 | 0.00% | 3 | 3 | — | $19 | 新建仓 |
| — | QUINCE THERAPEUTICS INC | $18 | 0.00% | 1 | 1 | — | $18 | 新建仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $17 | 0.00% | 1 | 1 | — | $17 | 新建仓 |
| TDAY | USA TODAY CO INC | $17 | 0.00% | 2 | 2 | — | $17 | 新建仓 |
| — | REE AUTOMOTIVE LTD | $13 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| — | BATTALION OIL CORP | $13 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $13 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PAVMED INC | $12 | 0.00% | 2 | 1 | 100.0% | $6 | 加仓 |
| — | XOS INC | $12 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $10 | 0.00% | 1 | 1 | — | $10 | 新建仓 |
| — | WORKHORSE GROUP INC | $9 | 0.00% | 3 | 1 | 50.0% | $3 | 加仓 |
| TASK | TASKUS INC | $9 | 0.00% | 2 | 2 | — | $9 | 新建仓 |
| — | VROOM INC | $8 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| KEP | KOREA ELEC PWR CORP | $8 | 0.00% | 1 | 1 | — | $8 | 新建仓 |
| — | VIVAKOR INC | $8 | 0.00% | 23 | 23 | — | $8 | 新建仓 |
| — | TRON INC | $8 | 0.00% | 5 | 5 | — | $8 | 新建仓 |
| — | 22ND CENTY GROUP INC | $8 | 0.00% | 2 | 2 | — | $8 | 新建仓 |
| — | ROUNDHILL ETF TRUST | $5 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ROUNDHILL ETF TRUST | $5 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | REEDS INC | $4 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC INVEST | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PHUNWARE INC | $4 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | CXAPP INC | $4 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| — | NRX PHARMACEUTICALS INC | $4 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | PETMED EXPRESS INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| CMPX | COMPASS THERAPEUTICS INC | $4 | 0.00% | 2 | 2 | — | $4 | 新建仓 |
| — | SERVICE PPTYS TR | $3 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CRF | CORNERSTONE TOTAL RETURN FD | $3 | 0.00% | 0 | 0 | — | -$3 | 清仓 |
| GSM | FERROGLOBE PLC | $3 | 0.00% | 1 | 1 | — | $3 | 新建仓 |
| — | XWELL INC | $3 | 0.00% | 3 | 3 | — | $3 | 新建仓 |
| BMBL | BUMBLE INC | $3 | 0.00% | 1 | 1 | — | $3 | 新建仓 |
| — | LUCID DIAGNOSTICS INC | $2 | 0.00% | 2 | 2 | — | $2 | 新建仓 |
| — | CASTOR MARITIME INC | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| — | AQUABOUNTY TECHNOLOGIES INC | $1 | 0.00% | 1 | -4 | -80.0% | -$4 | 减仓 |
| — | ERNEXA THERAPEUTICS INC | $1 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | VYNE THERAPEUTICS INC | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| TV | GRUPO TELEVISA S A B | $1 | 0.00% | 1 | 1 | — | $1 | 新建仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -50,240 | -100.0% | -$176.54万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -29,515 | -100.0% | -$76.38万 | 清仓 |
| ABFL | ABACUS FCF ETF TR | $0 | 0.00% | 0 | -8,515 | -100.0% | -$60.58万 | 清仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $0 | 0.00% | 0 | -20,486 | -100.0% | -$53.14万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -4,927 | -100.0% | -$52.18万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -28,075 | -100.0% | -$50.59万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -3,330 | -100.0% | -$42.38万 | 清仓 |
| TW | TRADEWEB MKTS INC | $0 | 0.00% | 0 | -3,524 | -100.0% | -$41.46万 | 清仓 |
| SDSI | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,529 | -100.0% | -$38.62万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,335 | -100.0% | -$33.98万 | 清仓 |
| — | ADVISORS INNER CIRCLE FD | $0 | 0.00% | 0 | -10,868 | -100.0% | -$33.70万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,429 | -100.0% | -$29.99万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -8,723 | -100.0% | -$28.96万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -3,634 | -100.0% | -$27.47万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -4,130 | -100.0% | -$26.94万 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -2,474 | -100.0% | -$26.41万 | 清仓 |
| — | ABRDN NATL MUN INCOME FD | $0 | 0.00% | 0 | -25,766 | -100.0% | -$25.66万 | 清仓 |
| — | TIDAL TRUST III | $0 | 0.00% | 0 | -13,000 | -100.0% | -$22.62万 | 清仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $0 | 0.00% | 0 | -18,605 | -100.0% | -$22.20万 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -1,505 | -100.0% | -$21.00万 | 清仓 |
| — | MFS HIGH INCOME MUN TR | $0 | 0.00% | 0 | -56,409 | -100.0% | -$20.93万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -900 | -100.0% | -$20.20万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -5,319 | -100.0% | -$19.67万 | 清仓 |
| RS | RELIANCE INC | $0 | 0.00% | 0 | -631 | -100.0% | -$19.19万 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -2,564 | -100.0% | -$18.40万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -892 | -100.0% | -$16.35万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -548 | -100.0% | -$15.95万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -389 | -100.0% | -$13.32万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -5,396 | -100.0% | -$12.91万 | 清仓 |
| — | NUVEEN NEW JERSEY | $0 | 0.00% | 0 | -10,047 | -100.0% | -$12.36万 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -550 | -100.0% | -$11.08万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -5,011 | -100.0% | -$11.04万 | 清仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $0 | 0.00% | 0 | -72,000 | -100.0% | -$10.71万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -827 | -100.0% | -$10.41万 | 清仓 |
| FTV | FORTIVE CORP | $0 | 0.00% | 0 | -1,847 | -100.0% | -$10.21万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -669 | -100.0% | -$10.01万 | 清仓 |
| SMLV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -725 | -100.0% | -$9.94万 | 清仓 |
| — | NUVEEN NY DIVI ADV | $0 | 0.00% | 0 | -8,500 | -100.0% | -$9.48万 | 清仓 |
| — | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -83,000 | -100.0% | -$9.15万 | 清仓 |
| — | PACER FDS TR | $0 | 0.00% | 0 | -4,634 | -100.0% | -$8.80万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -1,222 | -100.0% | -$8.74万 | 清仓 |
| — | FEDERATED HERMES PREM MUNI I | $0 | 0.00% | 0 | -7,970 | -100.0% | -$8.71万 | 清仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -807 | -100.0% | -$8.19万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -1,740 | -100.0% | -$7.97万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$7.62万 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -340 | -100.0% | -$7.40万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -5,585 | -100.0% | -$7.33万 | 清仓 |
| BGRN | ISHARES TR | $0 | 0.00% | 0 | -1,495 | -100.0% | -$7.09万 | 清仓 |