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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 3
增持 89
减持 56
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$83.7M
2,018,040
+1%
增持
NVDA
NVIDIA CORPORATION
+$76.9M
2,246,434
+912%
减持
AMD
ADVANCED MICRO DEVICES INC
-$35.0M
170,161
-51%
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
GOOGL
ALPHABET INC
+$32.9M
956,430
+2%
增持
MSFT
MICROSOFT CORP
+$27.7M
702,680
+3%
增持
VOO
VANGUARD INDEX FDS
+$21.6M
361,190
+9%
增持
AMZN
AMAZON COM INC
+$19.2M
1,068,821
+3%
增持
AVGO
BROADCOM INC
+$16.0M
49,752
+3%
增持
IVW
ISHARES TR
+$14.9M
569,929
+27%
减持
GNOV
FIRST TR EXCHNG TRADED FD VI
-$14.3M
2,400
-99%
增持
COST
COSTCO WHSL CORP NEW
+$12.7M
84,333
+5%
增持
—
EXXON MOBIL CORP
+$12.2M
655,669
+20%
增持
IVV
ISHARES TR
+$12.2M
342,801
+3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$12.1M
228,585
+30096%
增持
DGRW
WISDOMTREE TR
+$11.7M
1,049,757
+14%
减持
LULU
LULULEMON ATHLETICA INC
-$11.5M
7,877
-78%
增持
QQQ
INVESCO QQQ TR
+$11.0M
265,893
+1%
清仓
—
PIONEER NAT RES CO
-$10.2M
0
-100%
增持
IEF
ISHARES TR
+$10.0M
160,014
+203%
减持
DGRO
ISHARES TR
-$9.8M
634,619
-20%
减持
GOOG
ALPHABET INC
+$9.3M
307,315
-1%
减持
HD
HOME DEPOT INC
-$9.3M
209,504
-1%
增持
VUG
VANGUARD INDEX FDS
+$9.2M
206,621
+5%
增持
BIL
SPDR SER TR
+$8.7M
264,401
+56%
减持
SCHP
SCHWAB STRATEGIC TR
-$8.3M
114,035
-58%
减持
PAUG
INNOVATOR ETFS TRUST
-$8.2M
23,041
-91%
增持
PAPR
INNOVATOR ETFS TRUST
+$8.0M
233,172
+12919%
增持
WMT
WALMART INC
+$7.9M
930,424
+2%
减持
TLT
ISHARES TR
-$7.8M
75,657
-51%
增持
TLH
ISHARES TR
+$7.0M
159,964
+78%
减持
LLY
ELI LILLY & CO
+$6.9M
60,909
-2%
减持
CRM
SALESFORCE INC
-$6.6M
119,228
-4%
减持
IJK
ISHARES TR
-$6.3M
269,102
-18%
增持
IWF
ISHARES TR
+$6.1M
209,959
+0%
增持
GPN
GLOBAL PMTS INC
+$5.9M
62,233
+5412%
增持
META
META PLATFORMS INC
+$5.8M
142,617
+5%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$5.8M
78,738
+41%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.7M
103,698
-12%
增持
LDOS
LEIDOS HOLDINGS INC
+$5.6M
40,247
+1746%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.4M
706,135
+18%
增持
MPC
MARATHON PETE CORP
-$5.4M
198,516
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.3M
82,032
+38%
增持
VGT
VANGUARD WORLD FD
+$4.9M
47,438
+11%
增持
AVAV
AEROVIRONMENT INC
+$4.7M
29,385
+633%
增持
IHDG
WISDOMTREE TR
+$4.7M
297,465
+54%
增持
RTX
RTX CORPORATION
+$4.7M
202,740
+26%
增持
PANW
PALO ALTO NETWORKS INC
+$4.5M
75,097
+2%
增持
KLAC
KLA CORP
+$4.5M
29,463
+4%
增持
NEE
NEXTERA ENERGY INC
+$4.3M
293,595
+14%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.2M
50,330
+670%
减持
NUE
NUCOR CORP
-$4.2M
20,572
-45%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.0M
428,080
+18%
减持
ARKK
ARK ETF TR
-$4.0M
17,627
-82%
减持
GIS
GENERAL MLS INC
-$3.9M
574,791
-0%
增持
ORCL
ORACLE CORP
+$3.9M
198,527
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$3.9M
56,808
+14%
增持
ISPY
PROSHARES TR
+$3.9M
88,874
+27246%
增持
NVO
NOVO-NORDISK A S
+$3.7M
189,458
+4%
增持
AGG
ISHARES TR
+$3.6M
900,619
+5%
减持
USFR
WISDOMTREE TR
-$3.5M
540,750
-11%
增持
EFG
ISHARES TR
+$3.5M
128,102
+38%
增持
ADBE
ADOBE INC
+$3.4M
38,336
+8%
减持
GOVT
ISHARES TR
-$3.4M
446,108
-25%
增持
GLD
SPDR GOLD TR
+$3.4M
133,717
+9%
减持
PSR
POWERSHARES ACTIVELY MANAGED
-$3.3M
6,462
-85%
增持
PAVE
GLOBAL X FDS
+$3.3M
224,433
+80%
减持
FHLC
FIDELITY COVINGTON TRUST
-$3.3M
53,854
-47%
减持
VNQ
VANGUARD INDEX FDS
-$3.3M
113,001
-23%
减持
—
MEDTRONIC PLC
-$3.3M
196,357
-9%
减持
CSCO
CISCO SYS INC
-$3.2M
613,127
-5%
增持
BND
VANGUARD BD INDEX FDS
+$3.2M
238,930
+24%
增持
DRI
DARDEN RESTAURANTS INC
-$3.2M
223,531
+1%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.1M
617,931
-9%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
-$3.1M
14,479
-43%
减持
CVS
CVS HEALTH CORP
-$3.0M
102,176
-10%
减持
SBUX
STARBUCKS CORP
-$3.0M
125,799
-10%
减持
MA
MASTERCARD INCORPORATED
-$3.0M
66,692
-1%
减持
MCD
MCDONALDS CORP
-$3.0M
107,087
-0%
减持
BBY
BEST BUY INC
-$2.9M
108,754
-26%
增持
UPBD
UPBOUND GROUP INC
+$2.9M
97,792
+4727%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.9M
73,415
+3%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.9M
171,149
+102%
增持
—
LYONDELLBASELL INDUSTRIES N
+$2.9M
39,129
+366%
增持
CAT
CATERPILLAR INC
-$2.8M
96,491
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.7M
654,337
+10%
减持
SNPS
SYNOPSYS INC
-$2.6M
5,837
-45%
增持
AMAT
APPLIED MATLS INC
+$2.6M
60,383
+7%
增持
GDX
VANECK ETF TRUST
+$2.6M
144,688
+101%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.6M
303,052
+5%
增持
AMGN
AMGEN INC
+$2.6M
73,551
+2%
增持
TMUS
T-MOBILE US INC
+$2.6M
39,740
+46%
增持
GS
GOLDMAN SACHS GROUP INC
+$2.5M
31,661
+12%
清仓
SMMT
SUMMIT THERAPEUTICS INC
-$2.5M
0
-100%
减持
PSX
PHILLIPS 66
-$2.5M
108,481
-1%
增持
SFLR
INNOVATOR ETFS TRUST
+$2.5M
184,932
+72%
建仓
GEV
GE VERNOVA INC
+$2.5M
14,440
减持
—
ACCENTURE PLC IRELAND
-$2.5M
49,399
-2%
增持
MGK
VANGUARD WORLD FD
+$2.4M
22,602
+39%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$2.4M
61,175
-25%
减持
TGT
TARGET CORP
-$2.4M
53,306
-8%
减持
DIS
DISNEY WALT CO
-$2.3M
97,261
-1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.3M
55,823
+106%
增持
NTAP
NETAPP INC
+$2.3M
20,727
+450%
减持
XLE
SELECT SECTOR SPDR TR
-$2.2M
175,145
-9%
增持
QUAL
ISHARES TR
+$2.2M
288,088
+1%
增持
IEMG
ISHARES INC
+$2.2M
302,850
+11%
减持
NKE
NIKE INC
-$2.2M
98,677
-3%
减持
EFV
ISHARES TR
-$2.2M
119,547
-23%
增持
V
VISA INC
-$2.2M
238,599
+3%
增持
VTI
VANGUARD INDEX FDS
+$2.1M
151,171
+3%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.1M
581,187
-4%
增持
IQV
IQVIA HLDGS INC
-$2.1M
64,141
+4%
增持
BAC
BANK AMERICA CORP
+$2.1M
567,905
+5%
减持
MS
MORGAN STANLEY
-$2.1M
51,958
-31%
增持
BAR
GRANITESHARES GOLD TR
+$2.1M
99,757
+934%
增持
FANG
DIAMONDBACK ENERGY INC
+$2.1M
72,327
+16%
减持
SPY
SPDR S&P 500 ETF TR
+$2.1M
195,953
-2%
减持
NFLX
NETFLIX INC
+$2.1M
32,750
-1%
减持
TSLA
TESLA INC
+$2.0M
96,881
-1%
减持
SUB
ISHARES TR
-$2.0M
25,368
-43%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$2.0M
11,436
-79%
增持
BUFB
INNOVATOR ETFS TRUST
+$2.0M
65,922
+3392%
增持
KO
COCA COLA CO
+$2.0M
382,541
+5%
增持
COWZ
PACER FDS TR
+$2.0M
901,870
+11%
增持
PULS
PGIM ETF TR
+$1.9M
40,371
+2743%
增持
T
AT&T INC
+$1.9M
907,926
+4%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.9M
377,761
-2%
增持
UNP
UNION PAC CORP
-$1.9M
120,219
+2%
增持
LOW
LOWES COS INC
-$1.9M
69,009
+3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.9M
39,373
+7%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.8M
56,900
-12%
减持
INTC
INTEL CORP
-$1.8M
123,206
-4%
减持
FLQL
FRANKLIN TEMPLETON ETF TR
+$1.8M
892,421
-1%
增持
SMH
VANECK ETF TRUST
+$1.8M
27,376
+16%
减持
EL
LAUDER ESTEE COS INC
-$1.8M
38,020
-0%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.8M
40,681
-1%
增持
OSK
OSHKOSH CORP
+$1.8M
17,025
+4277%
增持
JAAA
JANUS DETROIT STR TR
+$1.8M
179,492
+24%
增持
—
NXP SEMICONDUCTORS N V
+$1.8M
59,168
+4%
增持
VTV
VANGUARD INDEX FDS
+$1.8M
330,636
+5%
减持
IWR
ISHARES TR
-$1.8M
452,792
-1%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.7M
30,178
+171%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.7M
151,016
-31%
建仓
OSEA
HARBOR ETF TRUST
+$1.7M
61,471
减持
MGMT
UNIFIED SER TR
-$1.7M
55,432
-43%
增持
—
AVIDITY BIOSCIENCES INC
+$1.7M
103,200
+3%
建仓
CLS
CELESTICA INC
+$1.6M
28,622
增持
—
TRANE TECHNOLOGIES PLC
+$1.6M
54,038
+1%
减持
BX
BLACKSTONE INC
-$1.6M
83,577
-8%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
81,386
+2%
