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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
$9.57B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 3
增持 90
减持 40
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$14.6M
1,821,935
+3%
增持
MSFT
MICROSOFT CORP
+$11.2M
531,701
+4%
增持
GOOGL
ALPHABET INC
+$10.9M
34,802
+3%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
JPM
JPMORGAN CHASE & CO
+$7.3M
378,971
+8%
增持
TSLA
TESLA INC
+$6.8M
32,153
+21%
增持
CRM
SALESFORCE COM INC
+$6.6M
114,740
+14%
增持
DVN
DEVON ENERGY CORP NEW
+$6.5M
190,981
+2184%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.1M
89,948
+85%
增持
MRNA
MODERNA INC
+$5.7M
34,289
+8%
增持
QQQ
INVESCO QQQ TR
+$5.6M
115,699
+14%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.4M
541,430
-13%
增持
STIP
ISHARES TR
+$5.4M
109,356
+88%
增持
TIP
ISHARES TR
+$5.2M
191,601
+27%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$4.8M
48,200
+138%
减持
BABA
ALIBABA GROUP HLDG LTD
-$4.6M
25,077
-32%
增持
NVDA
NVIDIA CORPORATION
+$4.6M
212,593
+331%
减持
CI
CIGNA CORP NEW
-$4.5M
12,419
-58%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$4.2M
306,926
-20%
清仓
NSRGY
NESTLE S A SPONSORED ADR
-$4.2M
0
-100%
清仓
—
IRONWOOD INSTITUTIONAL MULTI-STRATEGY FUND, LLC
-$4.1M
0
-100%
减持
NEAR
ISHARES U S ETF TR
-$4.1M
61,980
-57%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.0M
183,037
+45%
增持
AVGO
BROADCOM INC
+$4.0M
59,428
+14%
增持
HD
HOME DEPOT INC
+$3.9M
192,922
+3%
增持
DRI
DARDEN RESTAURANTS INC
+$3.8M
215,340
+9%
减持
AMGN
AMGEN INC
-$3.8M
50,880
-15%
清仓
—
CAPITAL ONE FINANCIAL CO PFD
-$3.7M
0
-100%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.7M
105,338
+215%
增持
GOOG
ALPHABET INC
+$3.7M
12,199
+6%
减持
IWM
ISHARES TR
-$3.7M
94,134
-11%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$3.6M
7,833
-47%
建仓
NOG
NORTHERN OIL AND GAS INC MN
+$3.6M
166,823
减持
EEMV
ISHARES INC
-$3.5M
200,344
-20%
增持
DHR
DANAHER CORPORATION
+$3.5M
26,727
+55%
增持
MPC
MARATHON PETE CORP
+$3.5M
122,676
+79%
增持
GBIL
GOLDMAN SACHS ETF TR
+$3.4M
135,996
+33%
增持
SQ
SQUARE INC
+$3.4M
46,451
+46%
建仓
GE
GENERAL ELECTRIC CO
+$3.4M
32,626
增持
SNOW
SNOWFLAKE INC
+$3.3M
12,822
+475%
减持
TGT
TARGET CORP
-$3.3M
55,732
-16%
减持
MRK
MERCK & CO INC
-$3.3M
262,006
-11%
清仓
—
POXEL SA SHS
-$3.2M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.2M
19,235
+68%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$3.2M
129,495
+1218%
清仓
—
FORTRESS TRANS INFRST INVS LLC COM REP LTD LIAB
-$3.1M
0
-100%
减持
VLO
VALERO ENERGY CORP
-$3.1M
28,644
-57%
清仓
—
ALKEON GROWTH RJ PARTNERS, LP-SERIES 1
-$3.1M
0
-100%
增持
NRG
NRG ENERGY INC
+$3.0M
76,049
+4011%
增持
ZION
ZIONS BANCORPORATION N A
+$3.0M
48,833
+17788%
增持
META
FACEBOOK INC
+$3.0M
141,797
+9%
清仓
—
STARWOOD REAL ESTATE INCOME TR COM CLASS D REIT
-$2.9M
0
-100%
减持
FLRN
SPDR SER TR
-$2.9M
192,923
-33%
增持
AMZN
AMAZON COM INC
+$2.8M
43,018
+7%
减持
IGSB
ISHARES TR
-$2.8M
142,499
-26%
增持
USMV
ISHARES TR
+$2.8M
671,184
+6%
增持
CSCO
CISCO SYS INC
+$2.8M
414,638
+11%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$2.8M
35,900
+596%
增持
XLC
SELECT SECTOR SPDR TR
+$2.8M
72,430
+93%
增持
EW
EDWARDS LIFESCIENCES CORP
+$2.7M
99,631
+21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$2.7M
359,334
-6%
清仓
—
GENERAL ELECTRIC COMPANY
-$2.7M
0
-100%
减持
LQD
ISHARES TR
-$2.7M
56,684
-25%
减持
GDX
VANECK ETF TRUST
-$2.6M
75,038
-47%
增持
TDS
TELEPHONE & DATA SYS INC
+$2.6M
142,279
+1861%
增持
XLK
SELECT SECTOR SPDR TR
+$2.6M
164,945
+11%
减持
SLV
ISHARES SILVER TR
-$2.6M
160,281
-34%
增持
MUB
ISHARES TR
+$2.6M
159,254
+17%
增持
NFLX
NETFLIX INC
+$2.6M
31,033
+0%
增持
PFE
PFIZER INC
+$2.6M
481,144
+4%
清仓
—
SYNOVUS FINANCIAL CORPORATION. PERP PFD SER D
-$2.5M
0
-100%
增持
ESGU
ISHARES TR
+$2.4M
173,646
+17%
增持
BIL
SPDR SER TR
+$2.4M
191,259
+16%
增持
ABNB
AIRBNB INC
+$2.4M
20,323
+213%
清仓
—
CAPITAL ONE FINANCIAL CORPORATON 4.8 DP SH PF J
-$2.4M
0
-100%
减持
—
MEDTRONIC PLC
-$2.4M
86,274
-19%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.4M
32,440
+25%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$2.4M
150,122
+440%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$2.4M
228,218
+37%
减持
SPY
SPDR S&P 500 ETF TR
-$2.4M
131,875
-4%
减持
IWS
ISHARES TR
-$2.3M
112,113
-14%
增持
EFAV
ISHARES TR
+$2.3M
294,349
+12%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.3M
360,570
+45%
减持
RSPD
INVESCO EXCHANGE TRADED FD T
-$2.3M
215
-99%
增持
—
EXXON MOBIL CORP
-$2.3M
549,138
+0%
增持
SBUX
STARBUCKS CORP
+$2.3M
102,190
+27%
清仓
—
BANK OF AMERICA CORPORATION PFD1/1200 SR1
-$2.2M
0
-100%
增持
BX
BLACKSTONE INC
+$2.2M
109,839
+1%
减持
AGG
ISHARES TR
-$2.2M
213,660
-8%
增持
V
VISA INC
+$2.2M
133,845
+13%
减持
UBER
UBER TECHNOLOGIES INC
-$2.1M
22,683
-64%
增持
IQV
IQVIA HLDGS INC
+$2.1M
34,757
+36%
增持
VTV
VANGUARD INDEX FDS
+$2.1M
159,699
+13%
增持
EQIX
EQUINIX INC
+$2.1M
9,084
+44%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
104,346
+8%
减持
—
KANSAS CITY SOUTHERN
-$2.1M
1,129
-87%
清仓
—
GS FINANCE CORP. 3Y U.S. EQUITY CONTINGENT COUPON CALLABLE YIELD
-$2.1M
0
-100%
减持
DIS
DISNEY WALT CO
-$2.1M
110,161
-7%
减持
NVS
NOVARTIS AG
-$2.1M
23,779
-46%
减持
EA
ELECTRONIC ARTS INC
-$2.0M
4,251
-77%
减持
BA
BOEING CO
-$2.0M
26,825
-19%
减持
IWO
ISHARES TR
-$2.0M
21,931
-19%
增持
EFG
ISHARES TR
+$2.0M
85,555
+30%
增持
OKTA
OKTA INC
+$2.0M
9,286
+1169%
增持
—
IHS MARKIT LTD
+$2.0M
55,207
+41%
减持
CVX
CHEVRON CORP NEW
-$2.0M
164,287
-8%
增持
—
NXP SEMICONDUCTORS N V
+$2.0M
40,484
+40%
减持
IJS
ISHARES TR
-$2.0M
55,103
-23%
增持
XLY
SELECT SECTOR SPDR TR
+$1.9M
76,586
+16%
减持
LMT
LOCKHEED MARTIN CORP
-$1.9M
32,515
-6%
增持
IXN
ISHARES TR
+$1.9M
116,274
+739%
增持
COST
COSTCO WHSL CORP NEW
+$1.9M
29,327
+3%
增持
IVV
ISHARES TR
+$1.9M
201,568
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
392,992
+12%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
262,155
+2%
增持
—
CHUBB LIMITED
+$1.8M
46,642
+18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.8M
135,769
-7%
增持
AA
ALCOA CORP
+$1.8M
39,919
+675%
增持
SMG
SCOTTS MIRACLE-GRO CO
+$1.7M
14,252
+670%
增持
TJX
TJX COS INC NEW
+$1.7M
108,674
+35%
清仓
—
VINEBROOK HOMES TRUST, INC CLASS A
-$1.7M
0
-100%
增持
LDOS
LEIDOS HOLDINGS INC
+$1.7M
22,886
+386%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.7M
73,008
+27%
清仓
—
NUVEEN GLOBAL CITIES REIT INCORPORATED COM CLASS D REIT
-$1.7M
0
-100%
清仓
TCEHY
TENCENT HOLDINGS LIMITED UNSPON ADR
-$1.7M
0
-100%
增持
SHOP
SHOPIFY INC
+$1.6M
4,227
+50%
增持
ORCL
ORACLE CORP
+$1.6M
107,664
+8%
减持
FDX
FEDEX CORP
-$1.6M
6,991
-34%
增持
PG
PROCTER AND GAMBLE CO
+$1.6M
198,896
+2%
增持
NOW
SERVICENOW INC
+$1.6M
14,023
+8%
增持
CMCSA
COMCAST CORP NEW
+$1.6M
228,269
+16%
增持
SYF
SYNCHRONY FINANCIAL
+$1.6M
127,607
+32%
减持
GOVT
ISHARES TR
-$1.6M
351,482
-14%
增持
COWZ
PACER FDS TR
+$1.5M
42,549
+454%
减持
GM
GENERAL MTRS CO
-$1.5M
25,041
-48%
清仓
—
UNITED STATES TREASURY BILLS
-$1.5M
0
-100%
减持
ESGE
ISHARES INC
-$1.4M
123,126
-15%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.4M
229,208
+12%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$1.4M
507,802
+7%
减持
IJH
ISHARES TR
-$1.4M
213,581
-0%
增持
TIPZ
PIMCO ETF TR
+$1.4M
52,491
+69%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$1.4M
45,325
增持
LOW
LOWES COS INC
+$1.4M
64,280
+7%
增持
SSUS
STRATEGY SHS
+$1.3M
40,352
+20076%
减持
AGCO
AGCO CORP
-$1.3M
500
-95%
增持
IWP
ISHARES TR
+$1.3M
129,842
+11%
增持
MCD
MCDONALDS CORP
+$1.3M
91,848
+2%
增持
ALL
ALLSTATE CORP
+$1.3M
106,215
+14%
增持
—
PIONEER NAT RES CO
+$1.3M
41,689
+21%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.3M
7,446
+13%
清仓
—
CITIGROUP GLOBAL MARKETS HOLDINGS INC. 6Y S&P 500 INDEX ABSOLUTE RETURN
-$1.3M
0
-100%
