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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 1
增持 117
减持 30
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$72.8M
1,861,678
+2%
增持
MSFT
MICROSOFT CORP
+$38.9M
561,347
+6%
增持
HD
HOME DEPOT INC
+$22.6M
207,071
+7%
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
NVDA
NVIDIA CORPORATION
+$21.2M
221,762
+4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$19.7M
119,051
-77%
增持
GOOGL
ALPHABET INC
+$18.1M
38,354
+10%
增持
IVV
ISHARES TR
+$16.2M
215,971
+7%
增持
UNH
UNITEDHEALTH GROUP INC
+$16.2M
113,373
+9%
增持
AVGO
BROADCOM INC
+$12.2M
61,610
+4%
增持
FPE
FIRST TR EXCH TRADED FD III
+$11.0M
903,492
+151%
增持
AMZN
AMAZON COM INC
+$10.9M
45,662
+6%
增持
QQQ
INVESCO QQQ TR
+$10.8M
131,166
+13%
减持
C
CITIGROUP INC
-$10.2M
86,514
-61%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$9.5M
388,494
+69%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$9.2M
284,715
+206%
减持
MRNA
MODERNA INC
-$9.0M
16,490
-52%
增持
VOO
VANGUARD INDEX FDS
+$8.7M
164,777
+3%
增持
COST
COSTCO WHSL CORP NEW
+$8.7M
38,534
+31%
增持
IJR
ISHARES TR
+$8.7M
776,948
+6%
减持
SUI
SUN CMNTYS INC
-$8.7M
34,358
-60%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$8.5M
149,372
-51%
增持
SPY
SPDR S&P 500 ETF TR
+$8.4M
136,848
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.2M
31,977
+39%
减持
TSLA
TESLA INC
+$8.1M
31,280
-3%
增持
PFE
PFIZER INC
+$8.1M
487,561
+1%
增持
COP
CONOCOPHILLIPS
+$7.8M
131,497
+419%
增持
UNP
UNION PAC CORP
+$7.7M
117,358
+5%
增持
IWF
ISHARES TR
+$7.6M
233,156
+0%
增持
ZTS
ZOETIS INC
+$7.2M
61,053
+54%
增持
DGRO
ISHARES TR
+$6.6M
875,209
+4%
增持
CVX
CHEVRON CORP NEW
+$6.5M
197,746
+20%
增持
NEE
NEXTERA ENERGY INC
+$6.3M
287,899
+10%
减持
VZ
VERIZON COMMUNICATIONS INC
-$6.2M
444,213
-18%
增持
ABT
ABBOTT LABS
+$6.0M
123,279
+29%
增持
EW
EDWARDS LIFESCIENCES CORP
+$6.0M
133,567
+34%
增持
ABBV
ABBVIE INC
+$6.0M
193,152
+3%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.6M
126,407
-45%
增持
DHR
DANAHER CORPORATION
+$5.4M
41,256
+54%
增持
IJH
ISHARES TR
+$5.3M
217,194
+2%
增持
CSCO
CISCO SYS INC
+$5.1M
437,095
+5%
减持
GIS
GENERAL MLS INC
+$5.1M
702,996
-0%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$5.1M
62,945
+31%
增持
META
META PLATFORMS INC
+$5.0M
157,859
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.0M
86,653
+44%
增持
FTNT
FORTINET INC
+$4.9M
21,655
+118%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$4.8M
277,660
+43%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$4.7M
111,494
+24%
减持
PG
PROCTER AND GAMBLE CO
+$4.6M
198,405
-0%
减持
EEMV
ISHARES INC
-$4.6M
126,465
-37%
增持
KBH
KB HOME
+$4.6M
105,247
+4000%
增持
IQV
IQVIA HLDGS INC
+$4.6M
45,686
+31%
清仓
ICVT
ISHARES TR
-$4.5M
0
-100%
增持
CVS
CVS HEALTH CORP
+$4.5M
218,304
+3%
增持
GOOG
ALPHABET INC
+$4.3M
12,721
+4%
增持
WMT
WALMART INC
+$4.3M
222,252
+11%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$4.3M
84,122
+386%
增持
HDV
ISHARES TR
+$4.2M
239,735
+13%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.2M
441,318
+12%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.2M
32,288
+334%
减持
SQ
BLOCK INC
-$4.2M
43,152
-7%
增持
LOW
LOWES COS INC
+$4.1M
66,417
+3%
减持
USMV
ISHARES TR
+$4.1M
659,998
-2%
减持
PTBD
PACER FDS TR
-$4.0M
48,597
-75%
增持
GSLC
GOLDMAN SACHS ETF TR
+$4.0M
395,331
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$4.0M
164,493
-0%
增持
VTV
VANGUARD INDEX FDS
+$3.9M
173,792
+9%
增持
QUAL
ISHARES TR
+$3.9M
250,658
+1%
减持
QCOM
QUALCOMM INC
+$3.8M
154,663
-18%
增持
VGT
VANGUARD WORLD FDS
+$3.8M
43,798
+8%
增持
EL
LAUDER ESTEE COS INC
+$3.8M
39,480
+9%
减持
VUG
VANGUARD INDEX FDS
+$3.8M
123,323
-0%
增持
TIP
ISHARES TR
+$3.8M
218,547
+14%
减持
NOG
NORTHERN OIL AND GAS INC MN
-$3.6M
300
-100%
增持
—
EXXON MOBIL CORP
+$3.5M
585,132
+7%
增持
MCD
MCDONALDS CORP
+$3.5M
95,658
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.5M
340,371
+1%
增持
APD
AIR PRODS & CHEMS INC
+$3.5M
53,565
+7%
减持
TMUS
T-MOBILE US INC
-$3.4M
11,200
-70%
增持
TSCO
TRACTOR SUPPLY CO
+$3.4M
23,704
+113%
增持
RFDI
FIRST TR EXCH TRADED FD III
+$3.3M
46,120
+11430%
增持
—
ACCENTURE PLC IRELAND
+$3.3M
32,260
+3%
增持
DPZ
DOMINOS PIZZA INC
+$3.2M
15,850
+33%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.2M
69,616
+8%
增持
INTU
INTUIT
+$3.2M
10,610
+59%
增持
BX
BLACKSTONE INC
+$3.2M
123,362
+12%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.2M
139,796
+3%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.1M
150,007
+42%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.0M
21,117
+252%
减持
NRG
NRG ENERGY INC
-$3.0M
2,332
-97%
增持
APA
APA CORPORATION
+$3.0M
113,450
+2645%
增持
PYPL
PAYPAL HLDGS INC
-$2.9M
159,434
+26%
增持
NEM
NEWMONT CORP
+$2.9M
61,094
+294%
增持
ESGU
ISHARES TR
+$2.9M
185,083
+7%
增持
IWD
ISHARES TR
+$2.9M
241,871
+0%
建仓
AD
UNITED STATES CELLULAR CORP
+$2.9M
90,667
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$2.9M
152,430
+125%
增持
—
BLACKROCK INC
+$2.8M
13,122
+20%
增持
—
LAM RESEARCH CORP
+$2.8M
18,361
+1%
清仓
PCH
POTLATCHDELTIC CORPORATION
-$2.8M
0
-100%
增持
MPC
MARATHON PETE CORP
+$2.8M
162,384
+32%
增持
NFLX
NETFLIX INC
+$2.8M
36,024
+16%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.7M
51,097
+3%
减持
DIS
DISNEY WALT CO
-$2.7M
102,861
-7%
增持
XLY
SELECT SECTOR SPDR TR
+$2.7M
80,433
+5%
增持
CTAS
CINTAS CORP
+$2.7M
11,157
+89%
减持
GILD
GILEAD SCIENCES INC
-$2.7M
44,651
-47%
减持
TDS
TELEPHONE & DATA SYS INC
-$2.7M
4,027
-97%
增持
—
EATON CORP PLC
+$2.7M
108,052
+1%
增持
V
VISA INC
+$2.7M
149,977
+12%
减持
ARKK
ARK ETF TR
-$2.7M
35,867
-34%
减持
IWP
ISHARES TR
-$2.6M
103,381
-20%
增持
F
FORD MTR CO DEL
+$2.6M
238,908
+46%
减持
IGSB
ISHARES TR
-$2.6M
96,069
-33%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.6M
26,159
+1067%
增持
PEP
PEPSICO INC
+$2.6M
93,190
+3%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$2.6M
1,752
+486%
减持
LMT
LOCKHEED MARTIN CORP
-$2.6M
24,362
-25%
增持
—
TRANE TECHNOLOGIES PLC
+$2.6M
55,980
+10%
增持
JPM
JPMORGAN CHASE & CO
+$2.5M
407,729
+8%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.5M
198,769
+4%
增持
KO
COCA COLA CO
+$2.5M
279,418
+4%
增持
CRL
CHARLES RIV LABS INTL INC
+$2.5M
7,177
+1133%
减持
DOCU
DOCUSIGN INC
-$2.5M
13,043
-24%
增持
SBUX
STARBUCKS CORP
+$2.4M
117,308
+15%
增持
VNQ
VANGUARD INDEX FDS
+$2.4M
134,784
+4%
增持
OEF
ISHARES TR
+$2.4M
108,072
+0%
增持
VO
VANGUARD INDEX FDS
+$2.4M
35,422
+27%
增持
CDW
CDW CORP
+$2.4M
12,623
+1170%
增持
XLC
SELECT SECTOR SPDR TR
+$2.4M
105,628
+46%
增持
POOL
POOL CORP
+$2.4M
4,424
+1713%
增持
APH
AMPHENOL CORP NEW
+$2.4M
28,406
+2228%
减持
JNJ
JOHNSON & JOHNSON
-$2.4M
263,355
-10%
增持
FRCB
FIRST REP BK SAN FRANCISCO C
+$2.4M
17,592
+173%
增持
IWR
ISHARES TR
+$2.4M
447,552
+1%
增持
DVN
DEVON ENERGY CORP NEW
+$2.4M
207,456
+9%
减持
BOND
PIMCO ETF TR
-$2.3M
30,447
-41%
增持
—
IHS MARKIT LTD
+$2.3M
65,677
+19%
增持
ARCC
ARES CAPITAL CORP
+$2.3M
171,121
+159%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.3M
196,020
+7%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.2M
54,141
+0%
增持
TJX
TJX COS INC NEW
+$2.2M
124,004
+14%
增持
—
NXP SEMICONDUCTORS N V
+$2.2M
44,570
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
84,476
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$2.2M
252,394
+11%
增持
DLR
DIGITAL RLTY TR INC
+$2.1M
40,754
+16%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.1M
28,568
+17%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.1M
343,753
+6%
增持
BAC
BK OF AMERICA CORP
+$2.1M
494,705
+6%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$2.1M
104,559
+4168%
增持
XLF
SELECT SECTOR SPDR TR
+$2.1M
292,270
+18%
