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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 104
减持 42
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$47.2M
1,957,744
+2%
增持
MSFT
MICROSOFT CORP
+$43.5M
605,800
+4%
增持
QQQ
INVESCO QQQ TR
+$34.1M
248,015
+32%
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
VOO
VANGUARD INDEX FDS
+$27.8M
270,706
+18%
增持
AMZN
AMAZON COM INC
+$26.6M
968,253
+2%
增持
IVV
ISHARES TR
+$23.7M
360,590
+4%
增持
NVDA
NVIDIA CORPORATION
+$20.6M
210,905
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$17.6M
198,275
+11%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$16.8M
519,965
增持
TSLA
TESLA INC
+$14.3M
227,497
+35%
增持
COST
COSTCO WHSL CORP NEW
+$14.2M
75,989
+19%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$13.9M
239,679
-64%
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$13.8M
436,209
减持
IJR
ISHARES TR
-$13.6M
520,782
-30%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.5M
404,679
+65%
增持
AVGO
BROADCOM INC
+$13.4M
38,538
+8%
增持
JPM
JPMORGAN CHASE & CO
+$12.7M
473,254
+1%
增持
COWZ
PACER FDS TR
+$12.5M
664,034
+49%
减持
GOVT
ISHARES TR
-$12.1M
602,453
-49%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$12.1M
189,512
+338%
减持
GJUN
FIRST TR EXCHNG TRADED FD VI
-$11.9M
29,300
-93%
增持
BND
VANGUARD BD INDEX FDS
+$11.4M
171,995
+850%
增持
GOOGL
ALPHABET INC
+$11.2M
858,015
+3%
增持
SHV
ISHARES TR
+$11.1M
239,811
+73%
增持
META
META PLATFORMS INC
+$10.9M
100,404
+22%
减持
IUSB
ISHARES TR
-$10.9M
59,041
-81%
减持
IGIB
ISHARES TR
-$10.9M
6,625
-97%
增持
BA
BOEING CO
+$10.4M
133,139
+5%
增持
VUG
VANGUARD INDEX FDS
+$9.0M
181,070
+4%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.8M
456,026
+109%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.7M
118,650
+39%
增持
IBTG
ISHARES TR
+$8.5M
380,216
+4577%
增持
—
ISHARES TR
+$8.5M
371,678
+4540%
增持
—
ISHARES TR
+$8.4M
391,620
+869%
建仓
ZROZ
PIMCO ETF TR
+$8.0M
93,764
减持
IJH
ISHARES TR
+$7.9M
284,760
-0%
增持
IBTH
ISHARES TR
+$7.8M
357,117
+4234%
减持
JNJ
JOHNSON & JOHNSON
-$7.7M
260,293
-16%
增持
USIG
ISHARES TR
+$7.5M
237,054
+143%
增持
—
ACCENTURE PLC IRELAND
+$7.4M
49,436
+52%
增持
—
EXXON MOBIL CORP
-$7.4M
490,243
+2%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.9M
143,646
+29%
增持
SPTL
SPDR SER TR
+$6.9M
427,152
+104%
减持
IWF
ISHARES TR
+$6.9M
222,229
-2%
增持
CRM
SALESFORCE INC
+$6.7M
106,225
+2%
减持
USMV
ISHARES TR
-$6.6M
556,617
-19%
增持
V
VISA INC
+$6.6M
188,003
+2%
减持
MLN
VANECK ETF TRUST
-$6.4M
2,078
-99%
减持
CORP
PIMCO ETF TR
-$6.3M
270
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.3M
53,932
+181%
增持
ABBV
ABBVIE INC
+$6.2M
207,569
+19%
减持
PFE
PFIZER INC
-$6.1M
348,665
-29%
增持
PANW
PALO ALTO NETWORKS INC
+$5.9M
60,329
+18%
增持
IBTI
ISHARES TR
+$5.8M
269,840
+3687%
增持
VTV
VANGUARD INDEX FDS
+$5.8M
314,590
+5%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.7M
140,005
+4%
增持
OEF
ISHARES TR
+$5.5M
119,211
+13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.5M
224,980
+6%
增持
LULU
LULULEMON ATHLETICA INC
+$5.4M
31,033
+15%
增持
NOW
SERVICENOW INC
+$5.4M
21,649
+22%
增持
BIL
SPDR SER TR
+$5.2M
147,346
+64%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.2M
68,453
+3450%
增持
IMCG
ISHARES TR
+$5.2M
98,904
+376%
增持
UNP
UNION PAC CORP
+$5.0M
103,524
+3%
增持
IWD
ISHARES TR
+$4.9M
242,122
+5%
减持
FISV
FISERV INC
-$4.9M
50,454
-51%
增持
RTX
RTX CORPORATION
+$4.9M
164,014
+32%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$4.7M
34,967
+27%
增持
IWP
ISHARES TR
+$4.7M
187,378
+15%
减持
EFAV
ISHARES TR
-$4.6M
24,041
-75%
增持
IWR
ISHARES TR
+$4.6M
454,373
+2%
减持
IGSB
ISHARES TR
-$4.6M
285,810
-26%
增持
LLY
ELI LILLY & CO
+$4.5M
58,895
+6%
减持
MINT
PIMCO ETF TR
-$4.5M
6,029
-88%
增持
VUSB
VANGUARD BD INDEX FDS
+$4.5M
111,999
+437%
增持
TLH
ISHARES TR
+$4.5M
52,151
+333%
增持
DRI
DARDEN RESTAURANTS INC
+$4.5M
196,773
+1%
增持
T
AT&T INC
+$4.4M
835,361
+31%
减持
HD
HOME DEPOT INC
+$4.4M
184,518
-6%
增持
DGRO
ISHARES TR
+$4.3M
843,565
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.3M
534,084
+14%
减持
USFR
WISDOMTREE TR
-$4.3M
576,708
-13%
增持
RWJ
INVESCO EXCH TRADED FD TR II
+$4.3M
134,354
+275%
增持
AXP
AMERICAN EXPRESS CO
+$4.2M
100,797
+2%
减持
—
PIONEER NAT RES CO
-$4.1M
42,336
-28%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.1M
97,522
+15%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.0M
281,163
+31%
减持
SUB
ISHARES TR
-$4.0M
45,949
-46%
增持
TLT
ISHARES TR
+$4.0M
126,071
+31%
减持
XLK
SELECT SECTOR SPDR TR
+$3.9M
155,764
-2%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.9M
131,137
+140%
减持
DVN
DEVON ENERGY CORP NEW
-$3.8M
125,436
-37%
增持
GSLC
GOLDMAN SACHS ETF TR
+$3.8M
374,300
+1%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.8M
596,975
+1%
增持
PFFD
GLOBAL X FDS
+$3.7M
417,486
+81%
减持
TFLO
ISHARES TR
-$3.7M
98,289
-43%
增持
GOOG
ALPHABET INC
+$3.7M
278,584
+3%
增持
BBY
BEST BUY INC
+$3.7M
111,763
+53%
增持
NVO
NOVO-NORDISK A S
+$3.7M
155,397
+14%
建仓
BIZD
VANECK ETF TRUST
+$3.6M
227,139
减持
TXN
TEXAS INSTRS INC
-$3.6M
50,702
-34%
增持
VTI
VANGUARD INDEX FDS
+$3.6M
110,629
+4%
增持
GLD
SPDR GOLD TR
+$3.6M
111,615
+8%
减持
KEYS
KEYSIGHT TECHNOLOGIES INC
-$3.5M
7,402
-79%
增持
IWM
ISHARES TR
+$3.5M
73,713
+15%
减持
MTUM
ISHARES TR
-$3.5M
17,975
-60%
增持
VYM
VANGUARD WHITEHALL FDS
+$3.4M
364,841
+1%
减持
KDP
KEURIG DR PEPPER INC
-$3.4M
11,163
-91%
增持
IAU
ISHARES GOLD TR
+$3.3M
259,711
+34%
增持
ROP
ROPER TECHNOLOGIES INC
+$3.3M
8,241
+236%
减持
ISTB
ISHARES TR
-$3.3M
150,273
-33%
增持
VGT
VANGUARD WORLD FDS
+$3.3M
43,344
+2%
增持
—
BLACKROCK INC
+$3.1M
15,092
+7%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$3.1M
205,856
+709%
增持
ALL
ALLSTATE CORP
+$3.0M
98,036
+2%
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.0M
15,212
-69%
增持
FANG
DIAMONDBACK ENERGY INC
+$3.0M
42,527
+83%
减持
MCD
MCDONALDS CORP
-$3.0M
114,543
-18%
增持
BX
BLACKSTONE INC
+$3.0M
99,134
+6%
增持
COR
CENCORA INC
+$2.9M
29,528
+70%
增持
—
EATON CORP PLC
+$2.9M
102,332
+1%
增持
IEFA
ISHARES TR
+$2.9M
467,032
+0%
增持
CALF
PACER FDS TR
+$2.9M
158,362
+39%
减持
MKC
MCCORMICK & CO INC
-$2.9M
22,880
-61%
增持
PSX
PHILLIPS 66
+$2.8M
108,960
+12%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$2.8M
63,776
-48%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
678,968
-0%
增持
VNQ
VANGUARD INDEX FDS
+$2.8M
133,823
+12%
增持
ICSH
ISHARES TR
+$2.7M
57,426
+1507%
增持
IEF
ISHARES TR
+$2.7M
60,212
+77%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.7M
308,578
-24%
增持
GD
GENERAL DYNAMICS CORP
+$2.7M
40,503
+14%
减持
BAC
BANK AMERICA CORP
+$2.7M
470,963
-2%
增持
NKE
NIKE INC
+$2.6M
88,246
+21%
增持
MRK
MERCK & CO INC
+$2.6M
367,518
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$2.6M
542,064
-2%
增持
IGE
ISHARES TR
+$2.6M
135,392
+91%
增持
CTAS
CINTAS CORP
+$2.6M
17,875
+5%
减持
—
JUNIPER NETWORKS INC
-$2.5M
3,960
-96%
增持
ORCL
ORACLE CORP
+$2.5M
150,309
+20%
减持
VLO
VALERO ENERGY CORP
-$2.5M
28,860
-35%
增持
SPYG
SPDR SER TR
+$2.5M
75,501
+84%
减持
BBWI
BATH & BODY WORKS INC
-$2.4M
4,021
-95%
增持
—
CHUBB LIMITED
+$2.4M
84,556
+6%
减持
BIIB
BIOGEN INC
-$2.4M
1,800
-84%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.4M
110,726
-24%
增持
TGT
TARGET CORP
+$2.4M
58,521
+9%
增持
MOAT
VANECK ETF TRUST
+$2.3M
168,133
+7%
增持
KRE
SPDR SER TR
+$2.3M
53,767
+338%
增持
VTEB
VANGUARD MUN BD FDS
+$2.3M
80,521
+114%
