小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 4
增持 127
减持 17
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$96.2M
222,062
+5%
增持
DGRW
WISDOMTREE TR
+$66.3M
921,428
+1540%
增持
MSFT
MICROSOFT CORP
+$58.5M
680,580
+12%
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。
建仓
FLQL
FRANKLIN TEMPLETON ETF TR
+$47.8M
896,991
增持
AMD
ADVANCED MICRO DEVICES INC
+$45.1M
346,764
+192%
增持
VOO
VANGUARD INDEX FDS
+$40.8M
330,946
+22%
增持
AMZN
AMAZON COM INC
+$40.3M
1,038,758
+7%
减持
TSLA
TESLA INC
-$39.4M
97,609
-57%
增持
AAPL
APPLE INC
-$35.6M
1,990,388
+2%
增持
AGG
ISHARES TR
+$35.4M
855,510
+75%
增持
JPM
JPMORGAN CHASE & CO
+$33.6M
569,563
+20%
增持
META
META PLATFORMS INC
+$30.6M
136,148
+36%
减持
BA
BOEING CO
-$26.6M
41,734
-69%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$24.6M
407,509
+339491%
增持
VO
VANGUARD INDEX FDS
+$24.3M
125,181
+318%
增持
IVW
ISHARES TR
+$23.9M
448,107
+141%
增持
GOOGL
ALPHABET INC
+$21.5M
936,415
+9%
增持
MRK
MERCK & CO INC
+$21.3M
465,323
+27%
增持
AVGO
BROADCOM INC
+$20.9M
48,229
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$20.3M
149,382
+25%
减持
NOG
NORTHERN OIL & GAS INC
-$20.0M
9,733
-98%
增持
KLAC
KLA CORP
+$19.6M
28,400
+7054%
增持
WMT
WALMART INC
+$18.1M
916,422
+290%
增持
—
EATON CORP PLC
+$18.0M
136,287
+33%
增持
MPC
MARATHON PETE CORP
+$17.6M
197,470
+32%
增持
HD
HOME DEPOT INC
+$17.5M
212,219
+15%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.4M
597,341
+48%
增持
FEZ
SPDR INDEX SHS FDS
+$17.0M
337,666
+1982%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$17.0M
480,445
+998%
增持
V
VISA INC
+$15.8M
232,112
+23%
减持
UNH
UNITEDHEALTH GROUP INC
-$15.2M
118,325
-15%
增持
QQQ
INVESCO QQQ TR
+$14.8M
262,165
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.4M
288,716
+28%
增持
—
EXXON MOBIL CORP
+$14.3M
544,599
+11%
增持
LLY
ELI LILLY & CO
+$13.9M
62,002
+5%
减持
GOCT
FIRST TR EXCHNG TRADED FD VI
-$13.8M
89,724
-83%
增持
CAT
CATERPILLAR INC
+$13.5M
95,358
+32%
建仓
DDWM
WISDOMTREE TR
+$13.5M
394,121
增持
MOAT
VANECK ETF TRUST
+$13.3M
306,925
+83%
建仓
DIVB
ISHARES TR
+$13.1M
295,465
增持
RODM
LATTICE STRATEGIES TR
+$12.9M
461,671
+230736%
增持
COWZ
PACER FDS TR
+$12.7M
812,055
+22%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$12.4M
118,034
-83%
增持
TOTL
SSGA ACTIVE ETF TR
+$12.3M
313,930
+5437%
增持
VTI
VANGUARD INDEX FDS
+$12.1M
147,449
+33%
增持
VUG
VANGUARD INDEX FDS
+$11.8M
197,702
+9%
增持
MSI
MOTOROLA SOLUTIONS INC
+$10.8M
71,587
+53%
增持
—
CHUBB LIMITED
+$10.6M
114,551
+35%
增持
CVX
CHEVRON CORP NEW
+$10.5M
319,321
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$10.3M
199,912
+1%
建仓
DYNF
BLACKROCK ETF TRUST
+$9.6M
215,682
增持
IQV
IQVIA HLDGS INC
+$9.3M
61,956
+125%
增持
CRM
SALESFORCE INC
+$9.3M
123,574
+16%
增持
DVN
DEVON ENERGY CORP NEW
+$8.9M
290,642
+132%
增持
COST
COSTCO WHSL CORP NEW
+$8.8M
80,473
+6%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$8.8M
680,773
+49%
增持
CMCSA
COMCAST CORP NEW
+$8.8M
552,617
+59%
增持
ORCL
ORACLE CORP
+$8.3M
192,227
+28%
增持
IJK
ISHARES TR
+$8.3M
328,452
+20%
减持
SPTL
SPDR SER TR
-$8.0M
155,824
-64%
清仓
ZROZ
PIMCO ETF TR
-$8.0M
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$7.9M
84,136
-62%
增持
JNJ
JOHNSON & JOHNSON
+$7.8M
307,471
+18%
增持
GOOG
ALPHABET INC
+$7.8M
308,863
+11%
增持
IJH
ISHARES TR
+$7.7M
1,426,454
+401%
增持
FLJP
FRANKLIN TEMPLETON ETF TR
+$7.5M
241,851
+120826%
增持
ABBV
ABBVIE INC
+$7.4M
217,544
+5%
增持
NVO
NOVO-NORDISK A S
+$7.3M
181,806
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.0M
654,725
+21%
增持
—
TRANE TECHNOLOGIES PLC
+$7.0M
53,751
+43%
增持
SUSA
ISHARES TR
+$7.0M
70,390
+895%
增持
—
MEDTRONIC PLC
+$6.8M
214,823
+48%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.8M
783,123
+15%
增持
IGIB
ISHARES TR
+$6.7M
136,186
+1956%
增持
BKNG
BOOKING HOLDINGS INC
+$6.6M
2,258
+391%
增持
ELV
ELEVANCE HEALTH INC
+$6.5M
16,786
+267%
增持
DXCM
DEXCOM INC
+$6.5M
51,737
+892%
增持
FISV
FISERV INC
+$6.4M
82,143
+63%
增持
SCHW
SCHWAB CHARLES CORP
+$6.4M
127,941
+204%
增持
IVE
ISHARES TR
+$6.3M
52,041
+165%
增持
VKTX
VIKING THERAPEUTICS INC
+$6.2M
84,273
+118%
增持
DIS
DISNEY WALT CO
+$6.1M
97,798
+51%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.0M
385,966
+6%
增持
EZM
WISDOMTREE TR
+$5.9M
100,628
+2338%
增持
FANG
DIAMONDBACK ENERGY INC
+$5.8M
62,588
+47%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$5.7M
363,680
+29%
增持
ALL
ALLSTATE CORP
+$5.6M
111,592
+14%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$5.5M
98,565
+56%
增持
COR
CENCORA INC
+$5.4M
47,085
+59%
增持
—
NXP SEMICONDUCTORS N V
+$5.4M
57,061
+49%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.3M
598,509
+12%
增持
CME
CME GROUP INC
+$5.1M
65,918
+53%
增持
TJX
TJX COS INC NEW
+$5.1M
140,068
+44%
增持
PG
PROCTER AND GAMBLE CO
+$5.0M
257,865
+3%
增持
MA
MASTERCARD INCORPORATED
+$5.0M
67,249
+5%
增持
SNPS
SYNOPSYS INC
+$4.9M
10,694
+351%
增持
IEFA
ISHARES TR
+$4.9M
508,396
+9%
增持
IJR
ISHARES TR
+$4.8M
553,912
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$4.8M
106,649
+93%
增持
USHY
ISHARES TR
+$4.8M
194,422
+206%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.7M
249,314
+80%
增持
NFLX
NETFLIX INC
+$4.7M
33,016
+5%
增持
DRI
DARDEN RESTAURANTS INC
+$4.7M
221,290
+12%
增持
BAC
BANK AMERICA CORP
+$4.6M
540,092
+15%
增持
NRG
NRG ENERGY INC
+$4.5M
75,535
+559%
增持
WFC
WELLS FARGO CO NEW
+$4.4M
121,353
+127%
增持
AMAT
APPLIED MATLS INC
+$4.4M
56,332
+27%
减持
QUAL
ISHARES TR
+$4.4M
285,776
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.4M
28,272
+46%
减持
TFLO
ISHARES TR
-$4.3M
13,459
-86%
增持
CSCO
CISCO SYS INC
+$4.2M
648,682
+16%
增持
VTV
VANGUARD INDEX FDS
+$4.2M
314,771
+0%
增持
GE
GENERAL ELECTRIC CO
+$4.2M
77,273
+5%
增持
VB
VANGUARD INDEX FDS
+$4.2M
50,114
+47%
增持
DLR
DIGITAL RLTY TR INC
+$4.1M
56,171
+88%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.1M
36,640
+314%
增持
QCOM
QUALCOMM INC
+$4.0M
93,513
+15%
增持
KMX
CARMAX INC
+$4.0M
46,745
+7379%
增持
GLD
SPDR GOLD TR
+$4.0M
123,216
+10%
增持
VXF
VANGUARD INDEX FDS
+$3.9M
46,824
+81%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$3.9M
237,920
+27%
增持
LOW
LOWES COS INC
+$3.9M
67,073
+13%
清仓
OMFS
INVESCO EXCH TRD SLF IDX FD
-$3.9M
0
-100%
增持
TLH
ISHARES TR
+$3.8M
90,031
+73%
增持
DE
DEERE & CO
+$3.7M
23,856
+57%
减持
MCD
MCDONALDS CORP
-$3.7M
107,294
-6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.7M
55,935
+43%
增持
CTRE
CARETRUST REIT INC
+$3.7M
169,468
+746%
增持
UNP
UNION PAC CORP
+$3.7M
118,272
+14%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.6M
50,348
+285%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.5M
154,481
+8%
增持
EW
EDWARDS LIFESCIENCES CORP
+$3.5M
96,713
+28%
增持
GSK
GSK PLC
+$3.4M
92,677
+531%
增持
—
ASML HOLDING N V
+$3.4M
8,985
+28%
增持
HAL
HALLIBURTON CO
+$3.4M
205,757
+58%
增持
BBY
BEST BUY INC
+$3.4M
147,556
+32%
减持
GSLC
GOLDMAN SACHS ETF TR
+$3.3M
370,239
-1%
增持
PSX
PHILLIPS 66
+$3.3M
109,059
+0%
增持
XLU
SELECT SECTOR SPDR TR
+$3.3M
120,339
+66%
增持
PFFA
ETFIS SER TR I
+$3.3M
204,607
+313%
减持
IVV
ISHARES TR
+$3.2M
333,680
-7%
增持
IWR
ISHARES TR
+$3.2M
457,550
+1%
减持
AXP
AMERICAN EXPRESS CO
+$3.2M
96,794
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$3.1M
73,637
+22%
增持
JAAA
JANUS DETROIT STR TR
+$3.1M
144,794
+72%
减持
IWF
ISHARES TR
+$3.1M
209,104
-6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.1M
604,170
+1%
减持
MMIT
INDEXIQ ACTIVE ETF TR
-$3.1M
33,976
-79%
减持
IWD
ISHARES TR
+$3.0M
240,289
-1%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.0M
41,266
+18%
