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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 100
减持 47
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$67.0M
2,147,443
-1%
增持
NVDA
NVIDIA CORPORATION
-$58.4M
2,427,259
+1%
减持
MELI
MERCADOLIBRE INC
-$43.4M
7,241
-79%
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。
减持
GOOGL
ALPHABET INC
-$41.5M
979,232
-4%
增持
META
META PLATFORMS INC
+$40.3M
237,595
+44%
减持
MRVL
MARVELL TECHNOLOGY INC
-$37.7M
28,452
-92%
增持
AVGO
BROADCOM INC
-$37.6M
617,613
+2%
增持
MSFT
MICROSOFT CORP
-$34.3M
788,991
+1%
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$32.1M
2,378
-100%
减持
VOO
VANGUARD INDEX FDS
-$30.1M
423,381
-8%
增持
AMZN
AMAZON COM INC
-$30.0M
1,201,498
+2%
减持
IWM
ISHARES TR
-$25.8M
62,103
-64%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$19.4M
410,694
+103%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$18.6M
600,229
-44%
建仓
SDVD
FIRST TR EXCH TRADED FD III
+$17.8M
889,276
减持
ONEQ
FIDELITY COMWLTH TR
-$17.3M
12,767
-95%
增持
APP
APPLOVIN CORP
+$17.3M
67,318
+3816%
减持
TSLA
TESLA INC
-$16.8M
100,287
-5%
减持
GOOG
ALPHABET INC
-$15.2M
401,263
-2%
增持
IEUR
ISHARES TR
+$13.6M
226,978
+95671%
增持
IWD
ISHARES TR
+$13.5M
319,708
+27%
增持
HD
HOME DEPOT INC
+$12.6M
247,415
+23%
增持
JNJ
JOHNSON & JOHNSON
+$12.2M
361,775
+9%
减持
QQQ
INVESCO QQQ TR
-$12.0M
278,927
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.9M
180,008
-3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$11.6M
44,203
-38%
增持
JPM
JPMORGAN CHASE & CO.
+$10.9M
666,789
+5%
增持
CAVA
CAVA GROUP INC
+$10.8M
127,373
+7004%
增持
ZROZ
PIMCO ETF TR
+$10.2M
145,654
+3640%
增持
GFEB
FIRST TR EXCHNG TRADED FD VI
+$9.8M
283,604
+1549%
增持
IVV
ISHARES TR
+$9.8M
399,916
+10%
增持
TBIL
RBB FD INC
+$9.6M
383,241
+101%
建仓
QMFE
FIRST TR EXCHNG TRADED FD VI
+$9.5M
501,358
增持
SQ
BLOCK INC
+$9.3M
201,762
+954%
增持
AGG
ISHARES TR
+$9.2M
1,144,249
+7%
增持
SHY
ISHARES TR
+$9.2M
151,467
+270%
增持
SHV
ISHARES TR
+$9.1M
251,422
+48%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$9.0M
8,865
-91%
增持
ABBV
ABBVIE INC
+$9.0M
272,085
+1%
减持
V
VISA INC
+$9.0M
270,266
-0%
增持
IAU
ISHARES GOLD TR
+$8.9M
456,953
+25%
减持
WMT
WALMART INC
-$8.7M
952,965
-7%
减持
TFC
TRUIST FINL CORP
-$8.4M
71,803
-72%
增持
SGOV
ISHARES TR
+$8.3M
297,115
+38%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.2M
145,171
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$8.1M
169,557
+46%
减持
VRT
VERTIV HOLDINGS CO
-$8.0M
8,862
-88%
增持
—
EXXON MOBIL CORP
+$7.8M
669,052
+0%
增持
BAC
BANK AMERICA CORP
+$7.7M
717,802
+42%
减持
AMD
ADVANCED MICRO DEVICES INC
-$7.7M
173,380
-18%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$7.6M
109,563
-71%
增持
XLV
SELECT SECTOR SPDR TR
+$7.4M
152,051
+41%
减持
FJUL
FIRST TR EXCHNG TRADED FD VI
-$7.3M
23,331
-86%
增持
CMI
CUMMINS INC
+$7.2M
29,534
+410%
增持
—
EATON CORP PLC
-$7.2M
147,508
+3%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.2M
840,498
+9%
增持
GLD
SPDR GOLD TR
+$7.2M
153,521
+0%
增持
IGE
ISHARES TR
+$7.2M
302,608
+96%
增持
COWG
PACER FDS TR
+$7.2M
287,538
+445%
增持
FLCV
FEDERATED HERMES ETF TRUST
+$7.1M
300,979
+553%
增持
CRM
SALESFORCE INC
-$7.0M
130,522
+4%
减持
IHDG
WISDOMTREE TR
-$6.9M
159,568
-50%
增持
LVHI
LEGG MASON ETF INVT
+$6.8M
219,871
+2319%
减持
NOW
SERVICENOW INC
-$6.8M
25,370
-0%
增持
T
AT&T INC
+$6.8M
1,175,896
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.7M
398,645
+136%
增持
IEFA
ISHARES TR
+$6.7M
755,503
+5%
增持
ILF
ISHARES TR
+$6.2M
285,077
+1066%
减持
IWO
ISHARES TR
-$6.2M
35,165
-33%
增持
MCHI
ISHARES TR
+$6.1M
119,993
+1341%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$6.1M
122,993
-13%
增持
LLY
ELI LILLY & CO
+$6.0M
74,811
+4%
减持
COWZ
PACER FDS TR
-$6.0M
925,168
-8%
减持
NVO
NOVO-NORDISK A S
-$5.9M
74,234
-42%
增持
HMOP
HARTFORD FDS EXCHANGE TRADED
+$5.9M
702,724
+28%
增持
CVX
CHEVRON CORP NEW
+$5.7M
247,319
+0%
增持
DRI
DARDEN RESTAURANTS INC
+$5.6M
217,707
+3%
增持
DIVO
AMPLIFY ETF TR
+$5.6M
794,785
+20%
增持
—
CHUBB LIMITED
+$5.6M
136,729
+6%
增持
VUG
VANGUARD INDEX FDS
-$5.4M
219,896
+4%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$5.4M
152,612
+115%
增持
LCF
TOUCHSTONE ETF TRUST
+$5.3M
161,153
+1663%
增持
NBSD
NEUBERGER BERMAN ETF TRUST
+$5.3M
104,651
+10928%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$5.3M
65,923
-60%
增持
TLH
ISHARES TR
+$5.2M
249,321
+20%
增持
PM
PHILIP MORRIS INTL INC
+$5.2M
115,173
+6%
增持
PVAL
PUTNAM ETF TRUST
+$5.1M
221,810
+148%
增持
EZU
ISHARES INC
+$5.1M
99,295
+1911%
增持
ORCL
ORACLE CORP
-$4.9M
227,463
+3%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$4.9M
204,193
+204093%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.9M
13,188
-89%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$4.8M
868,379
+11%
增持
TOTL
SSGA ACTIVE ETF TR
+$4.7M
242,808
+89%
增持
USMV
ISHARES TR
+$4.7M
649,460
+3%
减持
PAPR
INNOVATOR ETFS TRUST
-$4.6M
2,522
-98%
减持
BSEP
INNOVATOR ETFS TRUST
-$4.6M
8,844
-92%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
572,875
+6%
减持
EFG
ISHARES TR
-$4.5M
88,059
-36%
增持
XLP
SELECT SECTOR SPDR TR
+$4.5M
135,916
+62%
增持
PJAN
INNOVATOR ETFS TRUST
+$4.5M
121,105
+874%
增持
BJAN
INNOVATOR ETFS TRUST
+$4.4M
96,419
+8861%
减持
QUAL
ISHARES TR
-$4.4M
296,762
-4%
增持
PGR
PROGRESSIVE CORP
+$4.4M
30,529
+72%
增持
—
MEDTRONIC PLC
+$4.4M
251,680
+10%
减持
SUSA
ISHARES TR
-$4.3M
28,630
-54%
增持
HEFA
ISHARES TR
+$4.3M
151,747
+337%
增持
APH
AMPHENOL CORP NEW
+$4.3M
121,833
+127%
减持
VGT
VANGUARD WORLD FD
-$4.2M
51,618
-0%
增持
GE
GE AEROSPACE
+$4.2M
105,011
+4%
增持
RTX
RTX CORPORATION
+$4.2M
189,894
+5%
增持
NANR
SPDR INDEX SHS FDS
+$4.2M
76,127
+5129%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$4.1M
315,074
+1821%
增持
MRK
MERCK & CO INC
-$4.0M
491,517
+2%
减持
DLR
DIGITAL RLTY TR INC
-$4.0M
45,352
-23%
增持
UBER
UBER TECHNOLOGIES INC
+$3.9M
157,353
+26%
增持
CME
CME GROUP INC
+$3.9M
73,643
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$3.9M
44,420
-9%
增持
ONEY
SPDR SER TR
+$3.9M
50,759
+230%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.9M
41,033
+3%
增持
TMUS
T-MOBILE US INC
+$3.8M
82,672
+0%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$3.7M
67,661
+152%
增持
IWF
ISHARES TR
-$3.7M
232,464
+7%
增持
—
LINDE PLC
+$3.6M
41,161
+11%
减持
XLU
SELECT SECTOR SPDR TR
-$3.6M
200,485
-22%
减持
DHR
DANAHER CORPORATION
-$3.5M
20,600
-39%
减持
AMGN
AMGEN INC
+$3.5M
73,963
-2%
增持
HDV
ISHARES TR
+$3.4M
279,716
+3%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$3.4M
219,082
-31%
增持
MINT
PIMCO ETF TR
+$3.3M
88,728
+59%
增持
IJH
ISHARES TR
-$3.3M
1,647,131
+3%
增持
COPX
GLOBAL X FDS
+$3.3M
90,440
+1625%
减持
AVT
AVNET INC
-$3.3M
10,941
-85%
增持
VKTX
VIKING THERAPEUTICS INC
-$3.3M
238,035
+6%
增持
MCD
MCDONALDS CORP
+$3.2M
120,787
+1%
减持
GSLC
GOLDMAN SACHS ETF TR
-$3.2M
356,687
-3%
增持
BINC
BLACKROCK ETF TRUST II
+$3.1M
114,745
+105%
增持
DDWM
WISDOMTREE TR
+$3.1M
466,521
+14%
增持
STLD
STEEL DYNAMICS INC
+$3.1M
35,016
+203%
增持
SPY
SPDR S&P 500 ETF TR
-$3.0M
241,089
+2%
减持
ADBE
ADOBE INC
-$3.0M
30,824
-8%
建仓
KREF
KKR REAL ESTATE FIN TR INC
+$3.0M
276,376
增持
COR
CENCORA INC
+$3.0M
53,475
+1%
增持
—
ASML HOLDING N V
+$3.0M
14,123
+53%
增持
SLB
SCHLUMBERGER LTD
+$2.9M
94,981
+255%
增持
MU
MICRON TECHNOLOGY INC
+$2.9M
51,583
+182%
减持
KO
COCA COLA CO
+$2.9M
416,002
-4%
减持
PAVE
GLOBAL X FDS
-$2.9M
166,444
-27%
增持
ETV
EATON VANCE TAX-MANAGED BUY-
+$2.9M
238,415
+1050%
增持
IVE
ISHARES TR
+$2.8M
68,932
+27%
增持
VTV
VANGUARD INDEX FDS
+$2.8M
379,269
+2%
