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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 1
增持 118
减持 31
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$74.3M
2,143,269
+6%
增持
MELI
MERCADOLIBRE INC
+$40.9M
24,503
+331%
增持
VOO
VANGUARD INDEX FDS
+$39.1M
416,352
+15%
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
VYM
VANGUARD WHITEHALL FDS
+$27.6M
564,547
+49%
增持
PHM
PULTE GROUP INC
+$25.7M
197,380
+740%
增持
MRVL
MARVELL TECHNOLOGY INC
+$23.2M
329,877
+4131%
减持
KLAC
KLA CORP
-$21.9M
3,145
-89%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.0M
184,389
+18%
增持
XLU
SELECT SECTOR SPDR TR
+$20.2M
354,447
+185%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$19.9M
417,384
+121%
增持
SPY
SPDR S&P 500 ETF TR
+$19.4M
219,751
+12%
增持
AVGO
BROADCOM INC
+$19.2M
574,435
+1055%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$18.9M
374,777
+24%
增持
WMT
WALMART INC
+$17.4M
995,892
+7%
增持
META
META PLATFORMS INC
+$17.4M
155,941
+9%
增持
UNH
UNITEDHEALTH GROUP INC
+$17.3M
119,832
+16%
减持
FEZ
SPDR INDEX SHS FDS
-$17.2M
14,307
-96%
增持
MSFT
MICROSOFT CORP
+$17.1M
769,594
+10%
增持
JPM
JPMORGAN CHASE & CO.
+$16.9M
616,824
+10%
增持
IEFA
ISHARES TR
+$16.5M
688,137
+34%
增持
IWM
ISHARES TR
+$16.3M
135,453
+101%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$15.6M
601,468
+122%
减持
GBIL
GOLDMAN SACHS ETF TR
-$14.9M
20,450
-88%
增持
V
VISA INC
+$14.6M
280,867
+18%
增持
FPE
FIRST TR EXCH TRADED FD III
+$14.6M
928,568
+619%
建仓
BSCV
INVESCO EXCH TRD SLF IDX FD
+$14.2M
850,633
增持
AGG
ISHARES TR
+$14.0M
1,001,908
+11%
增持
XLV
SELECT SECTOR SPDR TR
+$13.0M
157,888
+103%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$12.9M
73,953
-90%
增持
XLP
SELECT SECTOR SPDR TR
+$12.7M
201,655
+286%
减持
RODM
LATTICE STRATEGIES TR
-$12.6M
7,725
-98%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$12.3M
905,678
+47%
增持
AMZN
AMAZON COM INC
+$12.0M
1,172,796
+10%
增持
AXP
AMERICAN EXPRESS CO
+$11.6M
129,211
+27%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$11.5M
49,257
-78%
增持
GOOG
ALPHABET INC
+$11.3M
404,540
+32%
增持
ONEQ
FIDELITY COMWLTH TR
+$11.2M
164,665
+1754%
增持
USMV
ISHARES TR
+$10.9M
614,976
+14%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$10.8M
51,360
-92%
增持
ABBV
ABBVIE INC
+$10.8M
248,928
+11%
增持
ADI
ANALOG DEVICES INC
+$10.7M
85,454
+118%
增持
XLRE
SELECT SECTOR SPDR TR
+$10.4M
245,645
+1502%
增持
ORCL
ORACLE CORP
+$10.2M
224,085
+13%
减持
IVV
ISHARES TR
+$10.0M
342,473
-0%
增持
VTV
VANGUARD INDEX FDS
+$9.6M
358,703
+8%
增持
TMUS
T-MOBILE US INC
+$9.5M
80,046
+101%
减持
HD
HOME DEPOT INC
+$9.5M
201,456
-4%
增持
TBIL
RBB FD INC
+$9.5M
189,436
+45004%
增持
USFR
WISDOMTREE TR
+$9.3M
727,254
+34%
增持
IJH
ISHARES TR
+$9.2M
1,534,992
+4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$9.2M
224,481
+32%
增持
FIS
FIDELITY NATL INFORMATION SV
+$9.2M
124,767
+667%
减持
CVX
CHEVRON CORP NEW
-$9.2M
272,116
-14%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$9.1M
67,845
-57%
增持
JNJ
JOHNSON & JOHNSON
+$9.1M
357,901
+7%
增持
NEE
NEXTERA ENERGY INC
+$9.1M
353,364
+20%
增持
FSMD
FIDELITY COVINGTON TRUST
+$9.1M
220,164
+17976%
增持
NVDA
NVIDIA CORPORATION
+$9.0M
2,359,082
+5%
增持
FISV
FISERV INC
+$8.9M
119,152
+42%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$8.5M
129,271
+5094%
增持
GOOGL
ALPHABET INC
-$8.5M
999,005
+4%
增持
QQQ
INVESCO QQQ TR
+$8.1M
277,585
+4%
增持
IJR
ISHARES TR
+$8.1M
586,185
+3%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.0M
120,441
+47%
增持
GLD
SPDR GOLD TR
+$7.7M
150,130
+12%
减持
TOTL
SSGA ACTIVE ETF TR
-$7.7M
124,856
-62%
增持
CAT
CATERPILLAR INC
+$7.7M
101,786
+5%
增持
MCD
MCDONALDS CORP
+$7.6M
114,663
+7%
增持
VO
VANGUARD INDEX FDS
+$7.4M
144,520
+14%
增持
COWZ
PACER FDS TR
+$7.4M
978,158
+8%
增持
VRT
VERTIV HOLDINGS CO
+$7.0M
73,281
+1869%
增持
ARES
ARES MANAGEMENT CORPORATION
+$6.7M
53,516
+339%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$6.7M
236,145
-32%
增持
SO
SOUTHERN CO
+$6.7M
147,771
+73%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.5M
844,540
+9%
增持
GIS
GENERAL MLS INC
+$6.4M
579,056
+1%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.3M
148,158
+822%
增持
GE
GE AEROSPACE
+$6.3M
101,208
+26%
增持
XSMO
INVESCO EXCHANGE TRADED FD T
+$6.3M
481,263
+13%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.3M
101,277
+9%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$6.2M
175,575
+14%
增持
VTI
VANGUARD INDEX FDS
+$6.0M
163,895
+8%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$6.0M
126,394
+21%
减持
TSLA
TESLA INC
+$5.9M
96,016
-1%
增持
EFV
ISHARES TR
+$5.9M
212,922
+78%
增持
TLT
ISHARES TR
+$5.6M
128,292
+70%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$5.6M
6,277
-90%
增持
BKNG
BOOKING HOLDINGS INC
+$5.6M
3,513
+51%
增持
PG
PROCTER AND GAMBLE CO
+$5.5M
281,775
+7%
增持
MA
MASTERCARD INCORPORATED
+$5.5M
70,668
+6%
减持
NVO
NOVO-NORDISK A S
-$5.4M
181,470
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$5.4M
666,186
+2%
增持
—
CHUBB LIMITED
+$5.4M
123,214
+4%
增持
KO
COCA COLA CO
+$5.3M
412,688
+8%
减持
DGRW
WISDOMTREE TR
+$5.2M
1,047,159
-0%
减持
CSCO
CISCO SYS INC
-$5.1M
450,869
-26%
增持
NOW
SERVICENOW INC
+$5.1M
24,860
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.0M
733,154
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.0M
756,869
+7%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$5.0M
15,377
-48%
减持
LDOS
LEIDOS HOLDINGS INC
-$5.0M
5,464
-86%
增持
QUAL
ISHARES TR
+$4.9M
301,912
+5%
增持
BSEP
INNOVATOR ETFS TRUST
+$4.8M
118,535
+2217%
增持
MSI
MOTOROLA SOLUTIONS INC
+$4.8M
73,657
+0%
减持
HAL
HALLIBURTON CO
-$4.7M
95,369
-57%
增持
DHI
D R HORTON INC
+$4.7M
33,921
+168%
增持
LOW
LOWES COS INC
+$4.6M
73,315
+6%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$4.6M
97,894
+75%
增持
IAU
ISHARES GOLD TR
+$4.6M
306,735
+27%
增持
DIVB
ISHARES TR
+$4.6M
363,405
+24%
增持
IWD
ISHARES TR
+$4.5M
248,399
+2%
增持
AMGN
AMGEN INC
+$4.4M
85,122
+16%
减持
DFAS
DIMENSIONAL ETF TRUST
-$4.4M
2,762
-96%
增持
—
TRANE TECHNOLOGIES PLC
+$4.3M
56,908
+5%
减持
ADBE
ADOBE INC
-$4.3M
32,764
-15%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.2M
103,202
+201%
减持
AVAV
AEROVIRONMENT INC
-$4.2M
5,850
-80%
增持
—
EXXON MOBIL CORP
+$4.2M
679,451
+4%
增持
VB
VANGUARD INDEX FDS
+$4.2M
67,121
+24%
增持
UNP
UNION PAC CORP
+$4.1M
126,846
+6%
减持
APH
AMPHENOL CORP NEW
-$4.0M
54,520
-51%
减持
DXCM
DEXCOM INC
-$4.0M
48,377
-24%
增持
T
AT&T INC
+$4.0M
969,931
+7%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$4.0M
74,239
+219%
增持
TPR
TAPESTRY INC
+$4.0M
101,929
+422%
减持
IEF
ISHARES TR
-$3.9M
113,175
-29%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.8M
271,726
+59%
增持
DUK
DUKE ENERGY CORP NEW
+$3.8M
87,067
+41%
增持
ISPY
PROSHARES TR
+$3.8M
171,454
+93%
增持
VGT
VANGUARD WORLD FD
+$3.8M
53,074
+12%
增持
VBR
VANGUARD INDEX FDS
+$3.7M
78,983
+19%
减持
RWJ
INVESCO EXCH TRADED FD TR II
-$3.7M
55,191
-65%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.6M
149,127
+51%
增持
VUG
VANGUARD INDEX FDS
+$3.6M
210,553
+2%
增持
PH
PARKER-HANNIFIN CORP
+$3.5M
12,910
+41%
增持
FXI
ISHARES TR
+$3.5M
111,393
+18780%
增持
MOH
MOLINA HEALTHCARE INC
+$3.5M
11,704
+551%
减持
PAPR
INNOVATOR ETFS TRUST
-$3.5M
128,783
-45%
增持
VTEB
VANGUARD MUN BD FDS
+$3.4M
147,091
+81%
增持
HQY
HEALTHEQUITY INC
+$3.4M
42,930
+5260%
增持
EMO
CLEARBRIDGE ENERGY MIDSTRM O
+$3.4M
103,278
+364%
增持
CI
THE CIGNA GROUP
+$3.4M
24,702
+59%
增持
SDY
SPDR SER TR
+$3.4M
153,962
+6%
减持
MAR
MARRIOTT INTL INC NEW
-$3.4M
23,971
-38%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$3.4M
181,118
+57%
增持
MRK
MERCK & CO INC
-$3.4M
505,396
+3%
增持
—
BLACKROCK INC
+$3.4M
17,838
+4%
增持
AES
AES CORP
+$3.4M
211,097
+334%
增持
BWXT
BWX TECHNOLOGIES INC
+$3.4M
32,129
+2589%
减持
MU
MICRON TECHNOLOGY INC
-$3.3M
16,110
-58%
