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 |
|---|---|---|---|---|---|---|---|---|
| SEPI | SCM TRUST | $590.55万 | 0.03% | 212,045 | 22,322 | 11.8% | $62.17万 | 加仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $588.85万 | 0.03% | 78,807 | 3,712 | 4.9% | $27.74万 | 加仓 |
| AIQ | GLOBAL X FDS | $588.05万 | 0.03% | 89,628 | 30,798 | 52.4% | $202.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $587.82万 | 0.03% | 35,937 | 4,329 | 13.7% | $70.81万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $587.57万 | 0.03% | 42,289 | 39,557 | 1,447.9% | $549.61万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $581.37万 | 0.03% | 225,239 | 52,051 | 30.1% | $134.35万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $579.85万 | 0.03% | 32,289 | 228 | 0.7% | $4.09万 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $577.45万 | 0.03% | 274,324 | 268,836 | 4,898.6% | $565.90万 | 加仓 |
| VV | VANGUARD INDEX FDS | $574.72万 | 0.03% | 16,711 | 7,207 | 75.8% | $247.86万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $574.47万 | 0.03% | 134,473 | 6,535 | 5.1% | $27.92万 | 加仓 |
| HEFA | ISHARES TR | $572.15万 | 0.03% | 121,929 | -255 | -0.2% | -$1.20万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $567.93万 | 0.03% | 146,073 | -38,025 | -20.7% | -$147.84万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $567.07万 | 0.03% | 149,387 | 28,391 | 23.5% | $107.77万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $566.93万 | 0.03% | 50,933 | 1,239 | 2.5% | $13.79万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $562.79万 | 0.03% | 97,589 | 22,994 | 30.8% | $132.61万 | 加仓 |
| STE | STERIS PLC | $560.86万 | 0.03% | 26,635 | -17,780 | -40.0% | -$374.40万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $560.58万 | 0.03% | 105,392 | -41,853 | -28.4% | -$222.62万 | 减仓 |
| UL | UNILEVER PLC | $559.39万 | 0.03% | 93,046 | 2,593 | 2.9% | $15.59万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $559.22万 | 0.03% | 124,354 | 2,436 | 2.0% | $10.95万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $557.73万 | 0.03% | 84,852 | 84 | 0.1% | $5,521 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $557.66万 | 0.03% | 236,897 | 3,740 | 1.6% | $8.80万 | 加仓 |
| ANGL | VANECK ETF TRUST | $557.10万 | 0.03% | 190,527 | 12,744 | 7.2% | $37.26万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $556.90万 | 0.03% | 201,046 | 116,872 | 138.8% | $323.74万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $556.68万 | 0.03% | 111,114 | 84 | 0.1% | $4,208 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $556.57万 | 0.03% | 108,351 | -359 | -0.3% | -$1.84万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $552.79万 | 0.03% | 12,040 | 536 | 4.7% | $24.61万 | 加仓 |
| EMN | EASTMAN CHEM CO | $551.73万 | 0.03% | 82,372 | 28,644 | 53.3% | $191.86万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $551.14万 | 0.03% | 220,192 | 12,855 | 6.2% | $32.18万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $549.67万 | 0.03% | 136,428 | 14,177 | 11.6% | $57.12万 | 加仓 |
| SHOP | SHOPIFY INC | $549.12万 | 0.03% | 48,093 | -742 | -1.5% | -$8.47万 | 减仓 |
| MCK | MCKESSON CORP | $546.65万 | 0.03% | 7,235 | 257 | 3.7% | $19.42万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $543.36万 | 0.03% | 237,069 | 20,906 | 9.7% | $47.92万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $543.04万 | 0.03% | 70,929 | 4,683 | 7.1% | $35.85万 | 加仓 |
| IAI | ISHARES TR | $542.46万 | 0.03% | 30,939 | -326 | -1.0% | -$5.72万 | 减仓 |
| ISTB | ISHARES TR | $540.72万 | 0.03% | 112,066 | -694 | -0.6% | -$3.35万 | 减仓 |
| CPAI | NORTHERN LTS FD TR III | $539.96万 | 0.03% | 103,918 | 11,651 | 12.6% | $60.54万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $538.99万 | 0.03% | 205,485 | 18,316 | 9.8% | $48.04万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $538.36万 | 0.03% | 52,349 | 7,246 | 16.1% | $74.52万 | 加仓 |
| IRM | IRON MTN INC DEL | $537.43万 | 0.03% | 42,548 | -2,237 | -5.0% | -$28.26万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $537.31万 | 0.03% | 278,256 | 16,872 | 6.5% | $32.58万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $537.24万 | 0.03% | 143,225 | -27,797 | -16.3% | -$104.27万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $537.01万 | 0.03% | 290,748 | 14,692 | 5.3% | $27.14万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $536.86万 | 0.03% | 193,882 | 124,776 | 180.6% | $345.50万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $535.02万 | 0.03% | 41,861 | 5,341 | 14.6% | $68.26万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $535.00万 | 0.03% | 87,376 | 20,303 | 30.3% | $124.32万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $533.66万 | 0.03% | 91,348 | 16,166 | 21.5% | $94.44万 | 加仓 |
| HGER | HARBOR ETF TRUST | $533.19万 | 0.03% | 181,729 | 6,926 | 4.0% | $20.32万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $532.11万 | 0.03% | 43,824 | -581 | -1.3% | -$7.05万 | 减仓 |
| STT | STATE STR CORP | $531.63万 | 0.03% | 31,346 | 15,589 | 98.9% | $264.39万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $523.45万 | 0.03% | 181,408 | 10,771 | 6.3% | $31.08万 | 加仓 |
| INFO | HARBOR ETF TRUST | $520.44万 | 0.03% | 191,382 | 40,031 | 26.4% | $108.86万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $517.91万 | 0.03% | 120,136 | -56,689 | -32.1% | -$244.39万 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $509.15万 | 0.03% | 131,973 | -11,448 | -8.0% | -$44.17万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $508.87万 | 0.03% | 114,714 | -8,967 | -7.3% | -$39.78万 | 减仓 |
| NANR | SPDR INDEX SHS FDS | $504.48万 | 0.03% | 66,819 | -102,911 | -60.6% | -$776.98万 | 减仓 |
| IAT | ISHARES TR | $503.97万 | 0.03% | 81,011 | 688 | 0.9% | $4.28万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $503.91万 | 0.03% | 100,003 | 80,754 | 419.5% | $406.92万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $503.83万 | 0.03% | 113,505 | 2,251 | 2.0% | $9.99万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $500.32万 | 0.03% | 189,624 | -2,000 | -1.0% | -$5.28万 | 减仓 |
| DTD | WISDOMTREE TR | $496.20万 | 0.03% | 53,214 | 749 | 1.4% | $6.98万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $491.19万 | 0.03% | 21,963 | 9,418 | 75.1% | $210.63万 | 加仓 |
| CLOI | VANECK ETF TRUST | $488.71万 | 0.02% | 92,297 | 52,356 | 131.1% | $277.23万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $485.59万 | 0.02% | 14,360 | 4,305 | 42.8% | $145.57万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $485.37万 | 0.02% | 45,656 | 261 | 0.6% | $2.77万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $485.04万 | 0.02% | 208,889 | 10,016 | 5.0% | $23.26万 | 加仓 |
| ESGU | ISHARES TR | $484.14万 | 0.02% | 29,580 | 597 | 2.1% | $9.77万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $482.65万 | 0.02% | 203,563 | -35,049 | -14.7% | -$83.10万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $478.27万 | 0.02% | 68,836 | 11,289 | 19.6% | $78.44万 | 加仓 |
| XBI | SPDR SERIES TRUST | $475.26万 | 0.02% | 30,032 | 14,716 | 96.1% | $232.88万 | 加仓 |
| GM | GENERAL MTRS CO | $473.47万 | 0.02% | 61,425 | 9,246 | 17.7% | $71.27万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $473.23万 | 0.02% | 20,624 | -9,493 | -31.5% | -$217.82万 | 减仓 |
| EMLC | VANECK ETF TRUST | $470.47万 | 0.02% | 184,067 | 2,822 | 1.6% | $7.21万 | 加仓 |
| TMUS | T-MOBILE US INC | $469.73万 | 0.02% | 28,005 | -51,706 | -64.9% | -$867.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $468.01万 | 0.02% | 7,327 | -2,289 | -23.8% | -$146.21万 | 减仓 |
| ATI | ATI INC | $467.21万 | 0.02% | 23,704 | 3,863 | 19.5% | $76.14万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $466.98万 | 0.02% | 113,069 | 94,866 | 521.2% | $391.80万 | 加仓 |
| ABNB | AIRBNB INC | $466.84万 | 0.02% | 32,624 | -2,782 | -7.9% | -$39.81万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $466.83万 | 0.02% | 157,926 | 28,023 | 21.6% | $82.84万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $466.40万 | 0.02% | 178,836 | 29,592 | 19.8% | $77.18万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $466.34万 | 0.02% | 154,417 | 34,267 | 28.5% | $103.49万 | 加仓 |
| ZTS | ZOETIS INC | $466.17万 | 0.02% | 64,872 | -28,842 | -30.8% | -$207.26万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $466.00万 | 0.02% | 139,271 | 1,380 | 1.0% | $4.62万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $465.84万 | 0.02% | 42,023 | 5,745 | 15.8% | $63.69万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $465.29万 | 0.02% | 306,109 | 18,580 | 6.5% | $28.24万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $464.15万 | 0.02% | 426,996 | 6,523 | 1.6% | $7.09万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $463.45万 | 0.02% | 107,330 | 59,503 | 124.4% | $256.93万 | 加仓 |
| DTH | WISDOMTREE TR | $459.28万 | 0.02% | 84,880 | -1,202 | -1.4% | -$6.50万 | 减仓 |
| — | PGIM ETF TR | $456.98万 | 0.02% | 89,779 | 7,052 | 8.5% | $35.89万 | 加仓 |
| NOBL | PROSHARES TR | $456.42万 | 0.02% | 81,271 | -9,871 | -10.8% | -$55.44万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $455.43万 | 0.02% | 180,942 | 30,797 | 20.5% | $77.52万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $455.22万 | 0.02% | 165,717 | 7,445 | 4.7% | $20.45万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $453.07万 | 0.02% | 13,537 | 1,178 | 9.5% | $39.43万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $452.97万 | 0.02% | 80,356 | -9,460 | -10.5% | -$53.33万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $452.92万 | 0.02% | 114,576 | -3,842 | -3.2% | -$15.19万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $452.57万 | 0.02% | 101,746 | 20,224 | 24.8% | $89.96万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $452.33万 | 0.02% | 49,597 | -2,902 | -5.5% | -$26.47万 | 减仓 |
| FIVE | FIVE BELOW INC | $452.13万 | 0.02% | 25,148 | 24,972 | 14,188.6% | $448.96万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $451.53万 | 0.02% | 86,516 | 286 | 0.3% | $1.49万 | 加仓 |
| NKE | NIKE INC | $450.75万 | 0.02% | 109,806 | -1,679 | -1.5% | -$6.89万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $450.36万 | 0.02% | 18,291 | -51 | -0.3% | -$1.26万 | 减仓 |