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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 2
增持 77
减持 71
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$23.2M
118,618
-52%
增持
GOOGL
ALPHABET INC
-$15.8M
835,560
+1803%
增持
MSFT
MICROSOFT CORP
-$12.7M
561,907
+0%
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。
减持
VZ
VERIZON COMMUNICATIONS INC
-$9.4M
501,885
-11%
建仓
TFLO
ISHARES TR
+$8.6M
170,854
增持
BIL
SPDR SER TR
+$8.6M
316,416
+42%
增持
AAPL
APPLE INC
+$8.5M
1,874,383
+2%
减持
MU
MICRON TECHNOLOGY INC
-$8.5M
15,453
-91%
增持
SBNY
SIGNATURE BK NEW YORK N Y
+$8.2M
55,521
+4171%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$7.9M
127,550
-29%
增持
NEE
NEXTERA ENERGY INC
+$7.9M
362,111
+37%
减持
GLD
SPDR GOLD TR
-$7.7M
98,456
-28%
增持
QQQ
INVESCO QQQ TR
+$7.4M
152,261
+28%
减持
ROP
ROPER TECHNOLOGIES INC
-$7.1M
3,686
-83%
增持
JNJ
JOHNSON & JOHNSON
+$6.7M
324,248
+24%
增持
BA
BOEING CO
+$6.7M
88,416
+199%
减持
SHY
ISHARES TR
-$6.6M
19,464
-80%
减持
QCOM
QUALCOMM INC
-$6.4M
129,843
-21%
减持
FCX
FREEPORT-MCMORAN INC
-$5.9M
41,690
-83%
增持
MRK
MERCK & CO INC
+$5.8M
367,352
+30%
减持
AMZN
AMAZON COM INC
+$5.7M
956,161
-1%
增持
TSLA
TESLA INC
+$5.6M
144,424
+197%
减持
MA
MASTERCARD INCORPORATED
-$5.1M
59,177
-15%
增持
PEP
PEPSICO INC
+$4.9M
139,262
+30%
增持
VTV
VANGUARD INDEX FDS
+$4.8M
297,311
+23%
增持
GIS
GENERAL MLS INC
+$4.8M
625,484
+9%
减持
CMCSA
COMCAST CORP NEW
-$4.7M
312,165
-12%
增持
NFLX
NETFLIX INC
+$4.7M
33,130
+85%
增持
SCHW
SCHWAB CHARLES CORP
+$4.6M
75,474
+515%
减持
BX
BLACKSTONE INC
-$4.6M
84,735
-34%
增持
LNG
CHENIERE ENERGY INC
+$4.6M
31,722
+515%
增持
AGG
ISHARES TR
+$4.5M
268,646
+28%
增持
DDOG
DATADOG INC
+$4.3M
49,235
+7025%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$4.3M
8,026
-82%
增持
PFE
PFIZER INC
-$4.2M
492,741
+0%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.2M
514,320
+70%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$4.2M
577,336
+70%
减持
—
EXXON MOBIL CORP
-$4.1M
594,106
-9%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.0M
563,990
+59%
减持
IWS
ISHARES TR
-$3.7M
90,198
-26%
增持
KO
COCA COLA CO
+$3.7M
374,751
+36%
增持
OXY
OCCIDENTAL PETE CORP
+$3.7M
233,900
+29%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.6M
33,367
+143%
减持
VLO
VALERO ENERGY CORP
-$3.6M
64,371
-35%
增持
SCHP
SCHWAB STRATEGIC TR
+$3.6M
177,578
+77%
减持
CVX
CHEVRON CORP NEW
-$3.6M
193,362
-11%
减持
BAC
BK OF AMERICA CORP
-$3.5M
480,645
-17%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.5M
179,133
+49%
减持
FDD
FIRST TR STOXX EUROPEAN SELE
-$3.5M
20,743
-94%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
233,126
+11%
减持
GDX
VANECK ETF TRUST
-$3.4M
74,503
-61%
减持
USMV
ISHARES TR
-$3.4M
717,186
-1%
增持
DIVO
AMPLIFY ETF TR
+$3.3M
281,597
+66%
减持
ARCC
ARES CAPITAL CORP
-$3.3M
65,433
-73%
增持
SLB
SCHLUMBERGER LTD
+$3.2M
132,634
+198%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$3.2M
151,521
+213%
减持
—
STERIS PLC
-$3.2M
18,862
-38%
减持
AVGO
BROADCOM INC
-$3.1M
41,299
-7%
减持
ZTS
ZOETIS INC
-$3.1M
36,506
-26%
增持
VUG
VANGUARD INDEX FDS
+$3.1M
143,765
+16%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
152,956
+12%
增持
ABBV
ABBVIE INC
-$3.0M
180,885
+1%
减持
ABT
ABBOTT LABS
-$3.0M
126,910
-10%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$3.0M
37,979
-16%
建仓
ALTL
PACER FDS TR
+$2.9M
80,971
减持
META
META PLATFORMS INC
-$2.9M
91,764
-3%
增持
XLF
SELECT SECTOR SPDR TR
+$2.8M
315,696
+47%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.8M
207,559
+148%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$2.7M
21,855
-9%
减持
PSX
PHILLIPS 66
-$2.7M
98,511
-24%
增持
HDV
ISHARES TR
-$2.7M
310,053
+0%
减持
IXUS
ISHARES TR
-$2.7M
111,065
-24%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$2.6M
37,983
+449%
减持
MTUM
ISHARES TR
-$2.6M
45,082
-28%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$2.6M
40,089
-60%
减持
IQV
IQVIA HLDGS INC
-$2.6M
33,103
-16%
增持
T
AT&T INC
-$2.6M
635,040
+8%
减持
QUAL
ISHARES TR
-$2.6M
239,661
-3%
增持
CVS
CVS HEALTH CORP
+$2.5M
233,471
+10%
增持
PTLC
PACER FDS TR
+$2.5M
215,635
+45%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.5M
116,104
-9%
增持
MCD
MCDONALDS CORP
+$2.5M
113,171
+18%
增持
HD
HOME DEPOT INC
+$2.4M
194,810
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.4M
98,451
+12%
增持
DRI
DARDEN RESTAURANTS INC
+$2.3M
175,255
+0%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.3M
580,816
+17%
增持
MELI
MERCADOLIBRE INC
+$2.3M
5,785
+49%
减持
—
PIONEER NAT RES CO
-$2.3M
72,773
-10%
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
44,662
+14%
增持
GOVT
ISHARES TR
+$2.2M
506,065
+30%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.2M
70,172
-39%
减持
MINT
PIMCO ETF TR
-$2.2M
89,702
-20%
减持
GSLC
GOLDMAN SACHS ETF TR
-$2.2M
381,086
-2%
减持
CRM
SALESFORCE INC
-$2.2M
98,314
-1%
减持
DHR
DANAHER CORPORATION
-$2.1M
36,293
-20%
减持
IEMG
ISHARES INC
-$2.1M
269,964
-4%
增持
IJT
ISHARES TR
+$2.1M
88,127
+36%
减持
IWD
ISHARES TR
-$2.1M
217,841
-1%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.1M
420,649
+32%
减持
IJS
ISHARES TR
-$2.1M
81,153
-18%
减持
EFA
ISHARES TR
-$2.0M
216,689
-4%
增持
USFR
WISDOMTREE TR
+$2.0M
70,755
+130%
增持
LLY
LILLY ELI & CO
+$2.0M
54,678
+13%
减持
DVN
DEVON ENERGY CORP NEW
+$2.0M
395,712
-0%
减持
GS
GOLDMAN SACHS GROUP INC
-$1.9M
37,759
-14%
增持
VCR
VANGUARD WORLD FDS
+$1.9M
14,984
+111%
增持
TGT
TARGET CORP
+$1.9M
63,662
+19%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.9M
138,549
+1%
减持
EFV
ISHARES TR
-$1.9M
154,622
-15%
增持
GOOG
ALPHABET INC
+$1.9M
292,184
+2339%
增持
BKR
BAKER HUGHES COMPANY
+$1.9M
110,108
+628%
减持
SHV
ISHARES TR
-$1.9M
24,508
-41%
增持
—
EATON CORP PLC
+$1.8M
118,548
+7%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$1.8M
60,038
-32%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$1.8M
160,714
+17%
增持
KRE
SPDR SER TR
+$1.8M
41,702
+267%
增持
FIS
FIDELITY NATL INFORMATION SV
+$1.7M
54,660
+109%
减持
EQIX
EQUINIX INC
-$1.7M
3,677
-36%
增持
HII
HUNTINGTON INGALLS INDS INC
+$1.7M
8,114
+1116%
增持
MSI
MOTOROLA SOLUTIONS INC
+$1.6M
42,006
+13%
增持
IYH
ISHARES TR
+$1.6M
25,804
+42%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$1.6M
30,147
-3%
减持
GD
GENERAL DYNAMICS CORP
-$1.6M
48,570
-10%
增持
IWF
ISHARES TR
-$1.6M
237,910
+1%
增持
ACWI
ISHARES TR
+$1.6M
24,934
+501%
减持
IGSB
ISHARES TR
-$1.6M
48,960
-38%
增持
IJH
ISHARES TR
+$1.6M
163,918
+8%
减持
TIP
ISHARES TR
-$1.6M
170,133
-0%
增持
PYPL
PAYPAL HLDGS INC
+$1.5M
73,505
+7%
减持
VLUE
ISHARES TR
-$1.5M
60,404
-16%
增持
MDLZ
MONDELEZ INTL INC
+$1.5M
99,094
+58%
减持
XLK
SELECT SECTOR SPDR TR
-$1.5M
143,679
-2%
减持
STIP
ISHARES TR
-$1.5M
269,857
-0%
增持
—
AMERICAN EQTY INVT LIFE HLD
+$1.5M
62,290
+182%
减持
FYT
FIRST TR EXCHANGE-TRADED ALP
-$1.5M
1,310
-96%
减持
EOG
EOG RES INC
-$1.5M
9,623
-59%
增持
SCHV
SCHWAB STRATEGIC TR
+$1.5M
32,712
+385%
增持
IVV
ISHARES TR
+$1.5M
255,998
+7%
减持
EFAV
ISHARES TR
-$1.5M
132,490
-7%
增持
ARKK
ARK ETF TR
+$1.5M
100,274
+72%
增持
CME
CME GROUP INC
-$1.5M
59,035
+1%
减持
INTU
INTUIT
-$1.5M
6,835
-36%
减持
IVW
ISHARES TR
-$1.5M
143,888
-11%
减持
FAST
FASTENAL CO
-$1.4M
14,541
-65%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$1.4M
116,293
-22%
减持
VTEB
VANGUARD MUN BD FDS
-$1.4M
146,726
-13%
减持
RPD
RAPID7 INC
-$1.4M
12,409
-57%
减持
COPX
GLOBAL X FDS
-$1.4M
4,200
-91%
增持
IYE
ISHARES TR
+$1.4M
93,108
+54%
减持
XLV
SELECT SECTOR SPDR TR
-$1.4M
110,887
-4%
