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 |
|---|---|---|---|---|---|---|---|---|
| MFG | MIZUHO FINANCIAL GROUP INC | $262.81万 | 0.01% | 274,328 | 261,882 | 2,104.1% | $250.88万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $262.06万 | 0.01% | 15,039 | -956 | -6.0% | -$16.66万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $260.81万 | 0.01% | 33,001 | 2,343 | 7.6% | $18.52万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $260.47万 | 0.01% | 46,970 | 1,372 | 3.0% | $7.61万 | 加仓 |
| FNV | FRANCO NEV CORP | $260.21万 | 0.01% | 12,484 | 8,647 | 225.4% | $180.24万 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $260.20万 | 0.01% | 39,217 | -24 | -0.1% | -$1,592 | 减仓 |
| HQY | HEALTHEQUITY INC | $259.77万 | 0.01% | 28,761 | 19,166 | 199.7% | $173.11万 | 加仓 |
| IONQ | IONQ INC | $259.09万 | 0.01% | 48,646 | -184 | -0.4% | -$9,800 | 减仓 |
| CATH | GLOBAL X FDS | $258.83万 | 0.01% | 29,246 | 818 | 2.9% | $7.24万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $258.54万 | 0.01% | 43,126 | 186 | 0.4% | $1.12万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $257.36万 | 0.01% | 45,112 | -2 | -0.0% | -$114 | 减仓 |
| SUI | SUN CMNTYS INC | $256.93万 | 0.01% | 21,427 | 497 | 2.4% | $5.96万 | 加仓 |
| ICOP | ISHARES TR | $255.88万 | 0.01% | 51,976 | -811 | -1.5% | -$3.99万 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $255.83万 | 0.01% | 136,587 | 6,891 | 5.3% | $12.91万 | 加仓 |
| SUB | ISHARES TR | $254.33万 | 0.01% | 23,888 | 629 | 2.7% | $6.70万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $254.25万 | 0.01% | 42,171 | -1,325 | -3.0% | -$7.99万 | 减仓 |
| — | PARNASSUS INCOME FDS | $254.18万 | 0.01% | 88,274 | 52,024 | 143.5% | $149.80万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $253.63万 | 0.01% | 32,008 | 9,776 | 44.0% | $77.47万 | 加仓 |
| IOO | ISHARES TR | $251.43万 | 0.01% | 18,407 | -414 | -2.2% | -$5.66万 | 减仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $251.26万 | 0.01% | 70,558 | -1,300 | -1.8% | -$4.63万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $250.85万 | 0.01% | 96,704 | 3,274 | 3.5% | $8.49万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $250.55万 | 0.01% | 20,470 | -148 | -0.7% | -$1.81万 | 减仓 |
| MGMT | UNIFIED SER TR | $250.46万 | 0.01% | 49,148 | -165 | -0.3% | -$8,408 | 减仓 |
| FMDE | FIDELITY COVINGTON TRUST | $249.92万 | 0.01% | 61,587 | 3,057 | 5.2% | $12.41万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $248.90万 | 0.01% | 121,061 | -2,393 | -1.9% | -$4.92万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $248.34万 | 0.01% | 56,402 | 2,369 | 4.4% | $10.43万 | 加仓 |
| GCOW | PACER FDS TR | $246.84万 | 0.01% | 57,008 | -220,626 | -79.5% | -$955.31万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $246.25万 | 0.01% | 7,452 | 763 | 11.4% | $25.21万 | 加仓 |
| APA | APA CORPORATION | $244.20万 | 0.01% | 74,976 | -441,390 | -85.5% | -$1,437.61万 | 减仓 |
| CLS | CELESTICA INC | $243.43万 | 0.01% | 6,673 | 1,607 | 31.7% | $58.62万 | 加仓 |
| HYG | ISHARES TR | $243.21万 | 0.01% | 30,413 | -985 | -3.1% | -$7.88万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $242.37万 | 0.01% | 47,683 | 687 | 1.5% | $3.49万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $241.61万 | 0.01% | 70,502 | 8,716 | 14.1% | $29.87万 | 加仓 |
| — | WISDOMTREE TR | $241.39万 | 0.01% | 41,861 | 1,766 | 4.4% | $10.18万 | 加仓 |
| NEM | NEWMONT CORP | $241.31万 | 0.01% | 25,836 | -11,556 | -30.9% | -$107.93万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $239.70万 | 0.01% | 53,516 | 22,959 | 75.1% | $102.83万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $239.58万 | 0.01% | 47,125 | -7,580 | -13.9% | -$38.54万 | 减仓 |
| CTVA | CORTEVA INC | $239.21万 | 0.01% | 28,245 | -5,798 | -17.0% | -$49.10万 | 减仓 |
| F | FORD MTR CO | $238.45万 | 0.01% | 171,549 | 40,450 | 30.9% | $56.23万 | 加仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $238.30万 | 0.01% | 89,384 | 69,413 | 347.6% | $185.06万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $238.21万 | 0.01% | 91,093 | 11,398 | 14.3% | $29.81万 | 加仓 |
| SYY | SYSCO CORP | $238.18万 | 0.01% | 28,498 | 6,420 | 29.1% | $53.66万 | 加仓 |
| PYLD | PIMCO ETF TR | $237.29万 | 0.01% | 89,475 | 32,753 | 57.7% | $86.86万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $237.17万 | 0.01% | 195,686 | 4,433 | 2.3% | $5.37万 | 加仓 |
| SETM | SPROTT FDS TR | $236.91万 | 0.01% | 76,029 | 11,587 | 18.0% | $36.11万 | 加仓 |
| ONTO | ONTO INNOVATION INC | $236.70万 | 0.01% | 6,254 | 6,071 | 3,317.5% | $229.77万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $235.57万 | 0.01% | 12,157 | 10,040 | 474.3% | $194.55万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $235.50万 | 0.01% | 15,490 | -2,399 | -13.4% | -$36.47万 | 减仓 |
| XT | ISHARES TR | $234.61万 | 0.01% | 28,393 | 2,249 | 8.6% | $18.58万 | 加仓 |
| GPC | GENUINE PARTS CO | $234.54万 | 0.01% | 19,880 | 1,544 | 8.4% | $18.22万 | 加仓 |
| GLDM | WORLD GOLD TR | $234.28万 | 0.01% | 29,499 | -3,647 | -11.0% | -$28.96万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $233.22万 | 0.01% | 16,957 | 281 | 1.7% | $3.86万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $232.20万 | 0.01% | 84,960 | 24,537 | 40.6% | $67.06万 | 加仓 |
| BROS | DUTCH BROS INC | $232.06万 | 0.01% | 32,316 | 8,341 | 34.8% | $59.90万 | 加仓 |
| MFC | MANULIFE FINL CORP | $231.65万 | 0.01% | 57,183 | 36,567 | 177.4% | $148.13万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $231.28万 | 0.01% | 10,197 | 22 | 0.2% | $4,990 | 加仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $230.55万 | 0.01% | 18,677 | 2,013 | 12.1% | $24.85万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $230.30万 | 0.01% | 53,961 | -6,612 | -10.9% | -$28.22万 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $227.20万 | 0.01% | 44,715 | 1,379 | 3.2% | $7.01万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $226.56万 | 0.01% | 169,075 | 4,234 | 2.6% | $5.67万 | 加仓 |
| RIO | RIO TINTO PLC | $225.96万 | 0.01% | 23,803 | 945 | 4.1% | $8.97万 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $224.54万 | 0.01% | 56,961 | 2,621 | 4.8% | $10.33万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $224.18万 | 0.01% | 101,994 | 17,646 | 20.9% | $38.79万 | 加仓 |
| UGI | UGI CORP NEW | $223.92万 | 0.01% | 64,828 | 8,092 | 14.3% | $27.95万 | 加仓 |
| RBLX | ROBLOX CORP | $223.17万 | 0.01% | 41,039 | 2,186 | 5.6% | $11.89万 | 加仓 |
| HEDG | SERIES PORTFOLIOS TR | $222.34万 | 0.01% | 74,115 | 74,115 | — | $222.34万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $221.37万 | 0.01% | 112,858 | -22,418 | -16.6% | -$43.97万 | 减仓 |
| XSD | SPDR SERIES TRUST | $221.12万 | 0.01% | 3,545 | -32 | -0.9% | -$2.00万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $221.08万 | 0.01% | 16,430 | 1,711 | 11.6% | $23.02万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $219.38万 | 0.01% | 193,969 | -35,386 | -15.4% | -$40.02万 | 减仓 |
| NOVT | NOVANTA INC | $219.37万 | 0.01% | 13,521 | 12,962 | 2,318.8% | $210.30万 | 加仓 |
| IDXX | IDEXX LABS INC | $219.09万 | 0.01% | 4,162 | 1,005 | 31.8% | $52.90万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $219.05万 | 0.01% | 46,796 | -2,913 | -5.9% | -$13.64万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $218.49万 | 0.01% | 77,994 | 67,364 | 633.7% | $188.71万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $218.07万 | 0.01% | 25,458 | 20,340 | 397.4% | $174.23万 | 加仓 |
| SUSL | ISHARES TR | $217.55万 | 0.01% | 16,387 | 0 | 0.0% | — | 不变 |
| — | ALTSHARES TRUST | $216.88万 | 0.01% | 73,196 | 8,930 | 13.9% | $26.46万 | 加仓 |
| RAAX | VANECK ETF TRUST | $216.54万 | 0.01% | 54,585 | 27,087 | 98.5% | $107.45万 | 加仓 |
| CMS | CMS ENERGY CORP | $216.41万 | 0.01% | 28,289 | -1,287 | -4.4% | -$9.85万 | 减仓 |
| FAST | FASTENAL CO | $216.23万 | 0.01% | 45,020 | -3,823 | -7.8% | -$18.36万 | 减仓 |
| ICF | ISHARES TR | $216.07万 | 0.01% | 31,948 | 29,462 | 1,185.1% | $199.25万 | 加仓 |
| REMX | VANECK ETF TRUST | $216.06万 | 0.01% | 24,413 | -4,690 | -16.1% | -$41.51万 | 减仓 |
| IWN | ISHARES TR | $215.80万 | 0.01% | 9,756 | -742 | -7.1% | -$16.41万 | 减仓 |
| IQLT | ISHARES TR | $215.76万 | 0.01% | 43,544 | -4,760 | -9.9% | -$23.59万 | 减仓 |
| SIL | GLOBAL X FDS | $215.57万 | 0.01% | 27,830 | 4,011 | 16.8% | $31.07万 | 加仓 |
| IYE | ISHARES TR | $215.44万 | 0.01% | 38,071 | -152 | -0.4% | -$8,602 | 减仓 |
| FE | FIRSTENERGY CORP | $215.06万 | 0.01% | 45,238 | 9,797 | 27.6% | $46.58万 | 加仓 |
| BE | BLOOM ENERGY CORP | $214.74万 | 0.01% | 7,094 | 1,088 | 18.1% | $32.93万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $213.96万 | 0.01% | 89,189 | 9,653 | 12.1% | $23.16万 | 加仓 |
| SJM | SMUCKER J M CO | $213.25万 | 0.01% | 18,956 | 3,073 | 19.3% | $34.57万 | 加仓 |
| — | THEMES ETF TR | $212.30万 | 0.01% | 52,290 | 47,265 | 940.6% | $191.90万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $212.24万 | 0.01% | 4,626 | 356 | 8.3% | $16.33万 | 加仓 |
| TRGP | TARGA RES CORP | $212.05万 | 0.01% | 7,908 | 526 | 7.1% | $14.10万 | 加仓 |
| ILF | ISHARES TR | $211.82万 | 0.01% | 62,760 | 12,349 | 24.5% | $41.68万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $210.43万 | 0.01% | 23,071 | 8,660 | 60.1% | $78.99万 | 加仓 |
| UTG | REAVES UTIL INCOME FD | $210.06万 | 0.01% | 51,586 | 1,473 | 2.9% | $6.00万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $209.93万 | 0.01% | 7,974 | 7,554 | 1,798.6% | $198.88万 | 加仓 |
| IGEB | ISHARES TR | $209.78万 | 0.01% | 46,504 | -6,659 | -12.5% | -$30.04万 | 减仓 |
| GSK | GSK PLC | $209.35万 | 0.01% | 39,937 | 17,118 | 75.0% | $89.73万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $209.12万 | 0.01% | 49,578 | 543 | 1.1% | $2.29万 | 加仓 |