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Steward Partners Investment Advisory, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Steward Partners Investment Advisory, LLC

报告期 2026-03-31 · CIK 0001723397

持仓数

4,416

前50大市值合计

$9.57B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

NVDA NVIDIA CORPORATION

COM

$663.3M

3,803,431

6.9%

AAPL APPLE INC

COM

$623.7M

2,457,406

6.5%

IVV ISHARES TR

CORE S&P500 ETF

$459.1M

702,876

4.8%

GOOGL ALPHABET INC

CAP STK CL A

$450.3M

1,565,836

4.7%

AMZN AMAZON COM INC

COM

$417.7M

2,005,807

4.4%

MSFT MICROSOFT CORP

COM

$395.1M

1,067,474

4.1%

META META PLATFORMS INC

CL A

$384.8M

672,555

4.0%

AGG ISHARES TR

CORE US AGGBD ET

$372.4M

3,751,130

3.9%

IEMG ISHARES INC

CORE MSCI EMKT

$314.6M

4,509,997

3.3%

JPM JPMORGAN CHASE & CO

COM

$293.3M

996,961

3.1%

GLD SPDR GOLD TR

GOLD SHS

$269.0M

625,273

2.8%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$267.6M

447,787

2.8%

IEFA ISHARES TR

CORE MSCI EAFE

$262.1M

2,895,269

2.7%

AVGO BROADCOM INC

COM

$225.8M

729,521

2.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$214.8M

330,317

2.2%

IJH ISHARES TR

CORE S&P MCP ETF

$206.1M

3,052,163

2.2%

IJR ISHARES TR

CORE S&P SCP ETF

$199.3M

1,603,265

2.1%

QQQ INVESCO QQQ TR

UNIT SER 1

$197.0M

341,391

2.1%

GOOG ALPHABET INC

CAP STK CL C

$171.5M

598,021

1.8%

V VISA INC

COM CL A

$161.1M

533,180

1.7%

COST COSTCO WHOLESALE CORPORATION

COM

$160.6M

161,140

1.7%

IVW ISHARES TR

S&P 500 GRWT ETF

$154.1M

1,362,101

1.6%

JNJ JOHNSON & JOHNSON

COM

$153.8M

629,201

1.6%

IWF ISHARES TR

RUS 1000 GRW ETF

$138.3M

324,255

1.4%

WMT WALMART INC

COM

$137.7M

1,108,365

1.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$136.4M

284,657

1.4%

CVX CHEVRON CORPORATION

COM

$107.0M

517,057

1.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$106.0M

492,749

1.1%

PJAN INNOVATOR ETFS TRUST

US EQTY PWR BUF

$104.6M

2,268,319

1.1%

SYK STRYKER CORPORATION

COM

$103.9M

316,245

1.1%

VUG VANGUARD INDEX FDS

GROWTH ETF

$102.3M

234,307

1.1%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$100.9M

1,149,149

1.1%

— EXXON MOBIL CORP

COM

$97.6M

575,463

1.0%

IGM ISHARES TR

EXPND TEC SC ETF

$96.2M

811,567

1.0%

ABBV ABBVIE INC

COM

$95.0M

436,916

1.0%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$93.3M

1,522,713

1.0%

SHY ISHARES TR

1 3 YR TREAS BD

$88.6M

1,073,029

0.9%

MCD MCDONALDS CORP

COM

$88.1M

283,542

0.9%

LLY ELI LILLY & CO

COM

$84.6M

91,946

0.9%

HD HOME DEPOT INC

COM

$84.2M

256,040

0.9%

VTV VANGUARD INDEX FDS

VALUE ETF

$84.1M

428,813

0.9%

FLQL FRANKLIN TEMPLETON ETF TR

US LRG CP MLTFCT

$83.1M

1,228,488

0.9%

UBER UBER TECHNOLOGIES INC

COM

$82.8M

1,151,543

0.9%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$82.3M

428,972

0.9%

IWD ISHARES TR

RUS 1000 VAL ETF

$81.3M

380,721

0.8%

TSLA TESLA INC

COM

$80.6M

216,798

0.8%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$76.5M

516,733

0.8%

VZ VERIZON COMMUNICATIONS INC

COM

$73.8M

1,469,917

0.8%

SGOV ISHARES TR

0-3 MNTH TREASRY

$73.4M

729,229

0.8%

EMB ISHARES TR

JPMORGAN USD EMG

$72.8M

774,583

0.8%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

31%前 6 大占比

NVDA6.9%AAPL6.5%IVV4.8%GOOGL4.7%AMZN4.4%MSFT4.1%