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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 5
增持 88
减持 52
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$44.6M
2,172,290
+1%
增持
AVGO
BROADCOM INC
+$41.9M
608,038
+6%
增持
AMZN
AMAZON COM INC
+$40.1M
1,178,912
+1%
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
NVDA
NVIDIA CORPORATION
+$35.0M
2,393,949
+1%
增持
VOO
VANGUARD INDEX FDS
+$28.0M
459,751
+10%
增持
GOOGL
ALPHABET INC
+$27.2M
1,019,028
+2%
减持
PHM
PULTE GROUP INC
-$25.9M
22,016
-89%
增持
JPM
JPMORGAN CHASE & CO.
+$22.6M
636,912
+3%
建仓
BLK
BLACKROCK INC
+$18.5M
18,009
增持
TSLA
TESLA INC
+$17.6M
105,856
+10%
增持
IVV
ISHARES TR
+$17.4M
365,113
+7%
清仓
—
BLACKROCK INC
-$16.9M
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$15.6M
357,025
+8%
减持
AXP
AMERICAN EXPRESS CO
-$13.9M
71,367
-45%
减持
COST
COSTCO WHSL CORP NEW
-$13.5M
66,129
-21%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$13.0M
253,746
+45%
增持
WMT
WALMART INC
+$11.9M
1,022,323
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$11.8M
235,297
+7%
减持
DVN
DEVON ENERGY CORP NEW
-$11.7M
100,177
-74%
减持
AMD
ADVANCED MICRO DEVICES INC
-$11.4M
210,863
-6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$10.9M
228,622
+364%
减持
NVO
NOVO-NORDISK A S
-$10.5M
128,980
-29%
增持
GOOG
ALPHABET INC
+$10.2M
408,972
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$10.2M
202,442
+48%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$10.2M
70,920
+50%
减持
JNJ
JOHNSON & JOHNSON
-$10.2M
330,543
-8%
减持
XLP
SELECT SECTOR SPDR TR
-$10.1M
83,829
-58%
减持
XLRE
SELECT SECTOR SPDR TR
-$10.0M
22,739
-91%
增持
SGOV
ISHARES TR
+$9.7M
215,635
+82%
清仓
—
ISHARES TR
-$9.6M
0
-100%
减持
SHV
ISHARES TR
-$9.6M
169,840
-34%
减持
XLV
SELECT SECTOR SPDR TR
-$9.5M
107,571
-32%
减持
XLU
SELECT SECTOR SPDR TR
-$9.3M
255,985
-28%
减持
MRK
MERCK & CO INC
-$9.2M
484,036
-4%
增持
C
CITIGROUP INC
+$9.1M
207,803
+137%
增持
TFC
TRUIST FINL CORP
+$9.1M
260,612
+395%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$8.8M
427,901
-29%
增持
CRM
SALESFORCE INC
+$8.7M
125,570
+3%
增持
IWF
ISHARES TR
+$8.6M
218,169
+4%
减持
V
VISA INC
+$8.5M
271,272
-3%
增持
UNH
UNITEDHEALTH GROUP INC
-$8.5M
121,738
+2%
增持
IWM
ISHARES TR
+$8.3M
172,950
+28%
增持
O
REALTY INCOME CORP
+$8.1M
213,382
+315%
减持
—
EXXON MOBIL CORP
-$7.8M
667,445
-2%
减持
AMGN
AMGEN INC
-$7.8M
75,159
-12%
减持
MPC
MARATHON PETE CORP
-$7.8M
177,731
-11%
增持
META
META PLATFORMS INC
+$7.4M
165,033
+6%
增持
QQQ
INVESCO QQQ TR
+$7.3M
279,334
+1%
增持
MELI
MERCADOLIBRE INC
+$7.3M
33,832
+38%
增持
HYMB
SPDR SER TR
+$6.8M
313,208
+607%
减持
DOL
WISDOMTREE TR
-$6.8M
1,243
-99%
增持
NFLX
NETFLIX INC
+$6.4M
33,820
+1%
增持
ONEQ
FIDELITY COMWLTH TR
+$6.4M
238,758
+45%
增持
ARCC
ARES CAPITAL CORP
+$6.3M
686,316
+65%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$6.2M
135,647
+23782%
减持
LMT
LOCKHEED MARTIN CORP
-$6.2M
48,807
-5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$6.2M
94,963
-25%
增持
VUG
VANGUARD INDEX FDS
+$6.1M
211,809
+1%
减持
USFR
WISDOMTREE TR
-$5.9M
607,608
-16%
减持
GIS
GENERAL MLS INC
-$5.9M
578,438
-0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.8M
1,080,895
+19%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$5.6M
141,783
+18%
增持
DRI
DARDEN RESTAURANTS INC
+$5.6M
212,134
+2%
建仓
ANET
ARISTA NETWORKS INC
+$5.5M
49,944
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.5M
126,734
+25%
减持
NEE
NEXTERA ENERGY INC
-$5.2M
343,761
-3%
增持
T
AT&T INC
+$5.2M
1,163,337
+20%
增持
APO
APOLLO GLOBAL MGMT INC
+$5.0M
65,821
+40%
减持
CI
THE CIGNA GROUP
-$5.0M
12,932
-48%
增持
IWO
ISHARES TR
+$5.0M
52,766
+47%
增持
XLK
SELECT SECTOR SPDR TR
+$4.9M
163,906
+11%
增持
SPYM
SPDR SER TR
+$4.8M
97,759
+239%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.8M
39,808
-11%
增持
NOW
SERVICENOW INC
+$4.8M
25,477
+2%
建仓
LRCX
LAM RESEARCH CORP
+$4.6M
63,078
减持
CVX
CHEVRON CORP NEW
-$4.4M
246,151
-10%
减持
—
ASTRAZENECA PLC
-$4.4M
45,061
-52%
减持
PSX
PHILLIPS 66
-$4.4M
105,904
-15%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$4.3M
64,453
减持
AMP
AMERIPRISE FINL INC
-$4.3M
4,092
-70%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$4.2M
845,717
+0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.0M
30,946
+31%
减持
ITOT
ISHARES TR
-$4.0M
43,571
-43%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$3.9M
71,021
-45%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.9M
32,749
-3%
增持
COP
CONOCOPHILLIPS
+$3.9M
118,287
+59%
减持
ELV
ELEVANCE HEALTH INC
-$3.8M
16,944
-13%
建仓
WTV
WISDOMTREE TR
+$3.8M
45,820
清仓
—
ARISTA NETWORKS INC
-$3.8M
0
-100%
减持
AES
AES CORP
-$3.8M
32,598
-85%
增持
IJH
ISHARES TR
+$3.8M
1,595,993
+4%
增持
MSI
MOTOROLA SOLUTIONS INC
+$3.7M
79,708
+8%
增持
CSCO
CISCO SYS INC
+$3.7M
467,932
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.7M
115,889
+194%
增持
MTUM
ISHARES TR
+$3.7M
37,912
+85%
增持
XLY
SELECT SECTOR SPDR TR
+$3.6M
70,064
+16%
减持
UPBD
UPBOUND GROUP INC
-$3.6M
4,644
-96%
减持
HD
HOME DEPOT INC
-$3.6M
200,725
-0%
减持
—
LYONDELLBASELL INDUSTRIES N
-$3.5M
12,235
-74%
增持
VTI
VANGUARD INDEX FDS
+$3.5M
172,190
+5%
减持
FXI
ISHARES TR
-$3.4M
4,368
-96%
增持
IQQQ
PROSHARES TR
+$3.4M
135,045
+136%
增持
FISV
FISERV INC
+$3.4M
120,595
+1%
清仓
—
MARATHON OIL CORP
-$3.4M
0
-100%
增持
MINT
PIMCO ETF TR
+$3.3M
55,714
+148%
减持
CAT
CATERPILLAR INC
-$3.3M
100,620
-1%
增持
HON
HONEYWELL INTL INC
+$3.3M
85,073
+10%
减持
GD
GENERAL DYNAMICS CORP
-$3.3M
41,107
-12%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$3.2M
24,668
+60%
增持
IEFA
ISHARES TR
-$3.2M
718,351
+4%
减持
GSK
GSK PLC
-$3.2M
27,573
-73%
增持
JNK
SPDR SER TR
+$3.2M
39,359
+567%
增持
ISPY
PROSHARES TR
+$3.2M
245,166
+43%
增持
—
EATON CORP PLC
+$3.1M
142,552
+7%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.1M
542,997
-4%
清仓
—
LAM RESEARCH CORP
-$3.1M
0
-100%
增持
AXON
AXON ENTERPRISE INC
+$3.0M
15,599
+0%
减持
PEP
PEPSICO INC
-$3.0M
142,196
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.0M
394,411
+5%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$3.0M
43,646
+296%
减持
—
ARCH CAP GROUP LTD
-$3.0M
31,829
-40%
增持
CCOI
COGENT COMMUNICATIONS HLDGS
+$2.9M
38,327
+38227%
增持
MA
MASTERCARD INCORPORATED
+$2.9M
71,862
+2%
减持
CVS
CVS HEALTH CORP
-$2.9M
62,105
-32%
减持
—
AVIDITY BIOSCIENCES INC
-$2.9M
48,450
-48%
增持
IAU
ISHARES GOLD TR
+$2.8M
365,300
+19%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$2.8M
70,634
+147%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.8M
492,684
+8%
增持
WFC
WELLS FARGO CO NEW
+$2.8M
141,087
+12%
增持
KO
COCA COLA CO
-$2.8M
431,565
+5%
增持
CFG
CITIZENS FINL GROUP INC
+$2.7M
67,267
+1076%
增持
PANW
PALO ALTO NETWORKS INC
+$2.7M
154,906
+108%
增持
EVR
EVERCORE INC
+$2.7M
9,716
+14621%
减持
OSCR
OSCAR HEALTH INC
-$2.6M
1,835
-99%
增持
CMCSA
COMCAST CORP NEW
-$2.6M
625,008
+0%
减持
ZTS
ZOETIS INC
-$2.6M
48,151
-10%
减持
—
SHARKNINJA INC
-$2.6M
35
-100%
增持
AGG
ISHARES TR
+$2.5M
1,073,367
+7%
增持
OKE
ONEOK INC NEW
+$2.5M
139,402
+11%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.5M
26,878
+8095%
增持
MBB
ISHARES TR
+$2.5M
83,484
+56%
增持
VST
VISTRA CORP
+$2.5M
35,214
+79%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$2.5M
13,120
-61%
增持
DUK
DUKE ENERGY CORP NEW
+$2.5M
116,348
+34%
增持
SPSM
SPDR SER TR
+$2.5M
86,130
+182%
增持
IGE
ISHARES TR
+$2.5M
154,179
+65%
减持
IVW
ISHARES TR
-$2.5M
499,278
-10%
增持
XLC
SELECT SECTOR SPDR TR
+$2.4M
113,565
+20%
增持
IQV
IQVIA HLDGS INC
-$2.4M
67,473
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$2.4M
283,062
+14%
