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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 6
增持 91
减持 52
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$34.9M
870,995
-9%
减持
TSLA
TESLA INC
-$32.0M
51,231
-65%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$18.6M
643,059
+324%
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
AAPL
APPLE INC
-$18.4M
1,852,331
-1%
增持
IVV
ISHARES TR
+$18.3M
286,603
+12%
增持
JPM
JPMORGAN CHASE & CO
+$17.9M
459,138
+10%
增持
IGSB
ISHARES TR
+$16.6M
380,827
+678%
增持
AVUV
AMERICAN CENTY ETF TR
+$15.9M
231,772
+996%
减持
VTIP
VANGUARD MALVERN FDS
-$15.5M
11,848
-96%
增持
SGOV
ISHARES TR
+$14.4M
143,926
+248048%
增持
DIVO
AMPLIFY ETF TR
+$13.9M
639,587
+127%
减持
—
EXXON MOBIL CORP
+$13.1M
589,106
-1%
增持
AGG
ISHARES TR
+$12.8M
399,255
+49%
减持
GOOGL
ALPHABET INC
-$11.7M
773,597
-7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$11.3M
125,508
-55%
增持
XLE
SELECT SECTOR SPDR TR
+$11.0M
345,948
+30%
增持
VTV
VANGUARD INDEX FDS
+$10.8M
338,139
+14%
减持
BND
VANGUARD BD INDEX FDS
-$10.4M
20,821
-88%
增持
IGIB
ISHARES TR
+$10.2M
225,275
+996%
增持
MRK
MERCK & CO INC
+$10.0M
375,664
+2%
增持
SHV
ISHARES TR
+$9.9M
114,257
+366%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$9.8M
52,448
-71%
增持
MUB
ISHARES TR
+$8.7M
205,251
+62%
增持
GIS
GENERAL MLS INC
+$8.5M
672,474
+8%
增持
HD
HOME DEPOT INC
+$8.2M
196,044
+1%
增持
CVX
CHEVRON CORP NEW
+$7.3M
195,491
+1%
增持
JNJ
JOHNSON & JOHNSON
+$7.0M
339,691
+5%
增持
XLV
SELECT SECTOR SPDR TR
+$6.9M
149,941
+35%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.7M
381,697
+5%
增持
PG
PROCTER AND GAMBLE CO
+$6.7M
239,640
+2%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.4M
878,609
+56%
增持
COWZ
PACER FDS TR
+$6.3M
257,914
+86%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.2M
429,727
+49%
增持
BA
BOEING CO
+$6.2M
88,566
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.1M
105,001
+7%
增持
DVY
ISHARES TR
+$6.1M
149,025
+35%
增持
TLT
ISHARES TR
+$6.0M
89,132
+219%
建仓
PNOV
INNOVATOR ETFS TR
+$5.8M
192,495
增持
IJH
ISHARES TR
+$5.6M
171,562
+5%
减持
SBNY
SIGNATURE BK NEW YORK N Y
-$5.5M
24,692
-56%
增持
QQQ
INVESCO QQQ TR
+$5.5M
173,474
+14%
增持
GBIL
GOLDMAN SACHS ETF TR
+$5.2M
206,258
+34%
增持
XLF
SELECT SECTOR SPDR TR
+$5.1M
430,233
+36%
增持
HDV
ISHARES TR
+$4.9M
318,975
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.9M
292,010
+13%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.9M
237,223
+1256%
减持
GOOG
ALPHABET INC
-$4.8M
262,115
-10%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$4.8M
77,899
+55542%
减持
APA
APA CORPORATION
+$4.8M
394,760
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$4.8M
46,178
-69%
减持
IJR
ISHARES TR
+$4.8M
684,220
-1%
增持
COP
CONOCOPHILLIPS
+$4.8M
248,442
+4%
减持
ABBV
ABBVIE INC
+$4.8M
179,650
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$4.7M
65,952
-43%
增持
SHY
ISHARES TR
+$4.6M
76,225
+292%
增持
IEF
ISHARES TR
+$4.5M
49,799
+1845%
增持
IEFA
ISHARES TR
+$4.5M
468,752
+1%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.5M
123,615
+2%
增持
MCD
MCDONALDS CORP
+$4.5M
116,128
+3%
减持
TIP
ISHARES TR
-$4.5M
125,540
-26%
减持
META
META PLATFORMS INC
-$4.4M
66,500
-28%
增持
IWD
ISHARES TR
+$4.4M
224,645
+3%
减持
GOVT
ISHARES TR
-$4.4M
311,395
-38%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$4.4M
189,407
+5%
建仓
TBLL
INVESCO EXCH TRADED FD TR II
+$4.3M
40,959
减持
DDOG
DATADOG INC
-$4.3M
936
-98%
减持
V
VISA INC
+$4.3M
165,938
-2%
增持
ITA
ISHARES TR
+$4.3M
59,071
+129%
增持
FISV
FISERV INC
+$4.2M
56,823
+242%
增持
NUE
NUCOR CORP
+$4.0M
48,799
+114%
增持
NVO
NOVO-NORDISK A S
+$4.0M
50,391
+76%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$3.9M
22,648
+49%
增持
SUB
ISHARES TR
+$3.9M
113,158
+46%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.8M
565,004
+3%
减持
IUSV
ISHARES TR
-$3.8M
6,336
-91%
减持
MA
MASTERCARD INCORPORATED
+$3.7M
59,167
-0%
减持
USMV
ISHARES TR
+$3.7M
709,261
-1%
减持
EEM
ISHARES TR
-$3.7M
46,187
-70%
减持
LMT
LOCKHEED MARTIN CORP
+$3.7M
38,604
-1%
增持
VOT
VANGUARD INDEX FDS
+$3.6M
21,586
+1168%
减持
CAT
CATERPILLAR INC
+$3.6M
49,703
-2%
增持
HON
HONEYWELL INTL INC
+$3.5M
58,467
+8%
减持
CME
CME GROUP INC
-$3.5M
41,286
-30%
减持
NEAR
ISHARES U S ETF TR
-$3.5M
48,983
-59%
增持
ORCL
ORACLE CORP
+$3.5M
104,027
+26%
增持
CSCO
CISCO SYS INC
+$3.4M
446,410
+0%
减持
APD
AIR PRODS & CHEMS INC
+$3.4M
51,845
-4%
增持
MPT
MEDICAL PPTYS TRUST INC
+$3.4M
323,385
+1784%
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.4M
11,386
-79%
增持
MBB
ISHARES TR
+$3.3M
49,590
+246%
清仓
—
BROOKFIELD ASSET MGMT INC
-$3.3M
0
-100%
减持
VOO
VANGUARD INDEX FDS
+$3.2M
227,011
-3%
增持
EFA
ISHARES TR
+$3.2M
233,995
+8%
增持
DE
DEERE & CO
+$3.2M
21,003
+21%
减持
TLH
ISHARES TR
-$3.1M
24,069
-54%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.1M
33,312
+10%
减持
DGRO
ISHARES TR
+$3.0M
796,309
-4%
增持
CMCSA
COMCAST CORP NEW
+$3.0M
348,090
+12%
增持
IJK
ISHARES TR
+$3.0M
301,494
+8%
增持
LLY
LILLY ELI & CO
+$3.0M
56,472
+3%
增持
PEP
PEPSICO INC
+$2.9M
142,142
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.9M
76,519
+190%
减持
MINT
PIMCO ETF TR
-$2.9M
60,473
-33%
减持
SPY
SPDR S&P 500 ETF TR
+$2.9M
150,410
-2%
建仓
BN
BROOKFIELD CORP
+$2.9M
91,582
减持
NVDA
NVIDIA CORPORATION
+$2.9M
118,113
-0%
增持
PTLC
PACER FDS TR
+$2.8M
292,053
+35%
减持
AVGO
BROADCOM INC
+$2.8M
37,810
-8%
减持
MDYG
SPDR SER TR
-$2.8M
2,612
-95%
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.8M
68,480
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.8M
44,401
+217%
减持
NEE
NEXTERA ENERGY INC
-$2.8M
306,606
-15%
增持
MTUM
ISHARES TR
+$2.7M
59,259
+31%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$2.7M
80,134
+37%
减持
CUBE
CUBESMART
-$2.7M
3,303
-95%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$2.7M
324,538
-23%
建仓
VIOG
VANGUARD ADMIRAL FDS INC
+$2.7M
14,431
增持
FHLC
FIDELITY COVINGTON TRUST
+$2.7M
41,797
+80279%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
252,502
+16%
增持
VUG
VANGUARD INDEX FDS
+$2.6M
156,617
+9%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.6M
138,172
-0%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.6M
16,148
+22%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.6M
17,824
-75%
增持
TJX
TJX COS INC NEW
+$2.6M
106,599
+12%
增持
IUSB
ISHARES TR
+$2.6M
256,551
+27%
减持
VCR
VANGUARD WORLD FDS
-$2.6M
4,412
-71%
增持
T
AT&T INC
+$2.6M
667,820
+5%
增持
VIS
VANGUARD WORLD FDS
+$2.5M
20,056
+183%
增持
EFV
ISHARES TR
+$2.5M
185,151
+20%
增持
SDY
SPDR SER TR
+$2.5M
131,715
+5%
增持
IYW
ISHARES TR
+$2.5M
71,412
+87%
增持
IWR
ISHARES TR
+$2.5M
444,678
+1%
增持
PSX
PHILLIPS 66
+$2.5M
100,354
+2%
增持
VDC
VANGUARD WORLD FDS
+$2.5M
18,725
+189%
减持
VFH
VANGUARD WORLD FDS
-$2.5M
14,582
-70%
增持
IWF
ISHARES TR
+$2.4M
245,032
+3%
减持
—
CHUBB LIMITED
+$2.4M
75,459
-4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.4M
29,861
-63%
增持
SHYG
ISHARES TR
+$2.4M
63,562
+1252%
减持
—
EATON CORP PLC
+$2.4M
116,030
-2%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.4M
584,126
+7%
减持
CRM
SALESFORCE INC
-$2.4M
88,696
-10%
建仓
PDEC
INNOVATOR ETFS TR
+$2.4M
79,581
减持
PFE
PFIZER INC
+$2.4M
466,874
-5%
增持
CALF
PACER FDS TR
+$2.3M
99,774
+155%
增持
IEMG
ISHARES INC
+$2.3M
297,869
+10%
增持
BIL
SPDR SER TR
+$2.3M
341,936
+8%
增持
GE
GENERAL ELECTRIC CO
+$2.2M
49,578
+61%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.2M
45,123
+7%
减持
EWZ
ISHARES INC
-$2.2M
1,781
-98%
