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 |
|---|---|---|---|---|---|---|---|---|
| CARR | CARRIER GLOBAL CORPORATION | $342.84万 | 0.02% | 46,741 | 2,706 | 6.1% | $19.85万 | 加仓 |
| USB | US BANCORP | $341.24万 | 0.02% | 56,496 | -6,130 | -9.8% | -$37.03万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $338.88万 | 0.02% | 33,834 | 2,558 | 8.2% | $25.62万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $338.55万 | 0.02% | 10,683 | 2,191 | 25.8% | $69.43万 | 加仓 |
| KGC | KINROSS GOLD CORP | $337.68万 | 0.02% | 142,963 | 83,319 | 139.7% | $196.80万 | 加仓 |
| — | ISHARES TR | $337.17万 | 0.02% | 74,825 | -682 | -0.9% | -$3.07万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $336.86万 | 0.02% | 69,758 | 1,391 | 2.0% | $6.72万 | 加仓 |
| SUSA | ISHARES TR | $335.67万 | 0.02% | 21,755 | -519 | -2.3% | -$8.01万 | 减仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $335.02万 | 0.02% | 57,132 | 56,989 | 39,852.4% | $334.18万 | 加仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $334.96万 | 0.02% | 278,437 | 55,595 | 24.9% | $66.88万 | 加仓 |
| SF | STIFEL FINL CORP | $334.57万 | 0.02% | 47,953 | 9,146 | 23.6% | $63.81万 | 加仓 |
| CMDT | PIMCO ETF TR | $332.40万 | 0.02% | 108,378 | 24,915 | 29.9% | $76.41万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $332.13万 | 0.02% | 324,985 | 4,674 | 1.5% | $4.78万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $330.57万 | 0.02% | 36,690 | 1,933 | 5.6% | $17.42万 | 加仓 |
| VAW | VANGUARD WORLD FD | $328.95万 | 0.02% | 14,378 | -130 | -0.9% | -$2.97万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $327.71万 | 0.02% | 98,440 | -48,778 | -33.1% | -$162.38万 | 减仓 |
| EWG | ISHARES INC | $327.41万 | 0.02% | 79,142 | -1,404 | -1.7% | -$5.81万 | 减仓 |
| CBRE | CBRE GROUP INC | $326.74万 | 0.02% | 24,259 | -2,906 | -10.7% | -$39.14万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $326.41万 | 0.02% | 78,996 | -42,984 | -35.2% | -$177.61万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $326.13万 | 0.02% | 40,184 | -2,148 | -5.1% | -$17.43万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $325.77万 | 0.02% | 13,713 | -395 | -2.8% | -$9.38万 | 减仓 |
| AVK | ADVENT CONV & INCOME FD | $325.36万 | 0.02% | 248,369 | 21,557 | 9.5% | $28.24万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $325.34万 | 0.02% | 37,603 | -34,361 | -47.7% | -$297.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $324.21万 | 0.02% | 41,613 | -243,851 | -85.4% | -$1,899.86万 | 减仓 |
| IGV | ISHARES TR | $321.79万 | 0.02% | 35,518 | 14,232 | 66.9% | $128.94万 | 加仓 |
| POWR | ISHARES INC | $321.13万 | 0.02% | 114,855 | 9,235 | 8.7% | $25.82万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $321.00万 | 0.02% | 5,148 | 528 | 11.4% | $32.92万 | 加仓 |
| DBEF | DBX ETF TR | $319.22万 | 0.02% | 58,434 | -869 | -1.5% | -$4.75万 | 减仓 |
| PDEC | INNOVATOR ETFS TRUST | $319.06万 | 0.02% | 69,528 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $317.61万 | 0.02% | 7,756 | 1,340 | 20.9% | $54.87万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $317.49万 | 0.02% | 40,214 | -28,174 | -41.2% | -$222.43万 | 减仓 |
| ARTY | ISHARES TR | $317.35万 | 0.02% | 41,668 | 6,129 | 17.2% | $46.68万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $316.89万 | 0.02% | 14,872 | -5,731 | -27.8% | -$122.11万 | 减仓 |
| AVT | AVNET INC | $315.85万 | 0.02% | 35,561 | 26,684 | 300.6% | $237.01万 | 加仓 |
| DVYE | ISHARES INC | $315.74万 | 0.02% | 97,963 | 1,785 | 1.9% | $5.75万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $314.78万 | 0.02% | 55,012 | 19,985 | 57.1% | $114.35万 | 加仓 |
| AON | AON PLC | $313.40万 | 0.02% | 9,449 | -1,124 | -10.6% | -$37.28万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $312.74万 | 0.02% | 215,086 | 3,040 | 1.4% | $4.42万 | 加仓 |
| BP | BP PLC | $312.67万 | 0.02% | 84,620 | -93,623 | -52.5% | -$345.94万 | 减仓 |
| IUSV | ISHARES TR | $312.43万 | 0.02% | 28,364 | 747 | 2.7% | $8.23万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $310.64万 | 0.02% | 13,089 | 1,593 | 13.9% | $37.81万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $310.43万 | 0.02% | 13,492 | 7,522 | 126.0% | $173.07万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $309.73万 | 0.02% | 82,092 | 5,769 | 7.6% | $21.77万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $309.21万 | 0.02% | 76,028 | -882 | -1.1% | -$3.59万 | 减仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $308.59万 | 0.02% | 166,357 | 1,510 | 0.9% | $2.80万 | 加仓 |
| QGRW | WISDOMTREE TR | $307.74万 | 0.02% | 46,606 | 38,386 | 467.0% | $253.46万 | 加仓 |
| XYL | XYLEM INC | $306.94万 | 0.02% | 25,966 | -1,616 | -5.9% | -$19.10万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $306.82万 | 0.02% | 15,241 | 13,267 | 672.1% | $267.08万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $305.72万 | 0.02% | 40,396 | -144 | -0.4% | -$1.09万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $302.35万 | 0.02% | 383,696 | 32,074 | 9.1% | $25.27万 | 加仓 |
| EOG | EOG RES INC | $301.93万 | 0.02% | 23,274 | -107,632 | -82.2% | -$1,396.29万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $301.50万 | 0.02% | 81,841 | -1,034 | -1.2% | -$3.81万 | 减仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $300.82万 | 0.02% | 70,170 | 8,876 | 14.5% | $38.05万 | 加仓 |
| FTI | TECHNIPFMC PLC | $299.67万 | 0.02% | 45,199 | -10,953 | -19.5% | -$72.62万 | 减仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $298.00万 | 0.02% | 84,974 | 37,681 | 79.7% | $132.15万 | 加仓 |
| WWD | WOODWARD INC | $294.45万 | 0.02% | 6,921 | -433 | -5.9% | -$18.42万 | 减仓 |
| MGC | VANGUARD WORLD FD | $294.16万 | 0.02% | 10,750 | -1,191 | -10.0% | -$32.59万 | 减仓 |
| FENI | FIDELITY COVINGTON TRUST | $293.92万 | 0.02% | 73,242 | 1,246 | 1.7% | $5.00万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $293.68万 | 0.01% | 22,161 | 2,531 | 12.9% | $33.54万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $291.89万 | 0.01% | 24,038 | 5,601 | 30.4% | $68.01万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $291.84万 | 0.01% | 138,183 | -4,758 | -3.3% | -$10.05万 | 减仓 |
| EMXC | ISHARES INC | $291.48万 | 0.01% | 28,492 | 2,124 | 8.1% | $21.73万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $290.83万 | 0.01% | 63,569 | 21,334 | 50.5% | $97.60万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $289.31万 | 0.01% | 86,259 | -3,693 | -4.1% | -$12.39万 | 减仓 |
| ARKW | ARK ETF TR | $289.15万 | 0.01% | 19,961 | -508 | -2.5% | -$7.36万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $288.78万 | 0.01% | 64,046 | 1,485 | 2.4% | $6.70万 | 加仓 |
| NVO | NOVO-NORDISK A S | $288.57万 | 0.01% | 60,194 | -17,332 | -22.4% | -$83.09万 | 减仓 |
| JNK | SPDR SERIES TRUST | $288.44万 | 0.01% | 29,930 | -3,402 | -10.2% | -$32.79万 | 减仓 |
| HAL | HALLIBURTON CO | $288.12万 | 0.01% | 84,867 | 10,967 | 14.8% | $37.23万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $287.58万 | 0.01% | 138,326 | 132,425 | 2,244.1% | $275.31万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $287.01万 | 0.01% | 68,700 | 35,377 | 106.2% | $147.79万 | 加仓 |
| TLN | TALEN ENERGY CORP | $286.70万 | 0.01% | 7,461 | 431 | 6.1% | $16.56万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $285.92万 | 0.01% | 44,502 | 11,448 | 34.6% | $73.55万 | 加仓 |
| PSA | PUBLIC STORAGE | $285.20万 | 0.01% | 8,960 | -5,491 | -38.0% | -$174.78万 | 减仓 |
| PPG | PPG INDS INC | $282.73万 | 0.01% | 23,310 | 1,690 | 7.8% | $20.50万 | 加仓 |
| — | HARBOR ETF TRUST | $282.09万 | 0.01% | 68,980 | 298 | 0.4% | $1.22万 | 加仓 |
| IYC | ISHARES TR | $280.26万 | 0.01% | 27,721 | -28,549 | -50.7% | -$288.63万 | 减仓 |
| XRT | SPDR SERIES TRUST | $279.62万 | 0.01% | 31,869 | 666 | 2.1% | $5.84万 | 加仓 |
| APP | APPLOVIN CORP | $279.56万 | 0.01% | 5,426 | 389 | 7.7% | $20.04万 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $279.52万 | 0.01% | 174,918 | 24,798 | 16.5% | $39.63万 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $278.22万 | 0.01% | 60,155 | -6,875 | -10.3% | -$31.80万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $277.93万 | 0.01% | 46,711 | -1,606 | -3.3% | -$9.56万 | 减仓 |
| IYY | ISHARES TR | $277.52万 | 0.01% | 15,225 | -307 | -2.0% | -$5.60万 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $277.08万 | 0.01% | 140,937 | 6,146 | 4.6% | $12.08万 | 加仓 |
| TSEC | TOUCHSTONE ETF TRUST | $274.97万 | 0.01% | 106,514 | 41,802 | 64.6% | $107.91万 | 加仓 |
| FLCB | FRANKLIN TEMPLETON ETF TR | $273.60万 | 0.01% | 127,851 | 127,851 | — | $273.60万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $272.90万 | 0.01% | 1,191,705 | 227,928 | 23.6% | $52.20万 | 加仓 |
| MPLX | MPLX LP | $272.55万 | 0.01% | 48,385 | 2,369 | 5.1% | $13.34万 | 加仓 |
| IYM | ISHARES TR | $272.04万 | 0.01% | 15,153 | 59 | 0.4% | $1.06万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $271.65万 | 0.01% | 19,836 | 2,362 | 13.5% | $32.35万 | 加仓 |
| INTU | INTUIT | $271.49万 | 0.01% | 10,402 | -1,123 | -9.7% | -$29.31万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $271.16万 | 0.01% | 46,591 | 6,100 | 15.1% | $35.50万 | 加仓 |
| WINN | HARBOR ETF TRUST | $270.06万 | 0.01% | 83,171 | -3,192 | -3.7% | -$10.36万 | 减仓 |
| INFL | LISTED FDS TR | $268.43万 | 0.01% | 53,815 | -303 | -0.6% | -$1.51万 | 减仓 |
| USXF | ISHARES TR | $267.41万 | 0.01% | 38,504 | 2,836 | 8.0% | $19.70万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $266.60万 | 0.01% | 14,560 | -1,529 | -9.5% | -$28.00万 | 减仓 |
| — | LMP CAP & INCOME FD INC | $265.79万 | 0.01% | 169,835 | -80,925 | -32.3% | -$126.65万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $264.72万 | 0.01% | 45,259 | -550 | -1.2% | -$3.22万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $264.23万 | 0.01% | 110,976 | 103 | 0.1% | $2,452 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $262.82万 | 0.01% | 45,405 | -7,533 | -14.2% | -$43.60万 | 减仓 |