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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 2
增持 117
减持 30
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
+$271.7M
621,450
+148%
增持
AGG
ISHARES TR
+$245.0M
3,668,854
+196%
增持
NVDA
NVIDIA CORPORATION
+$188.6M
3,113,135
+25%
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
+$181.3M
1,459,067
+48%
增持
IEFA
ISHARES TR
+$179.0M
2,839,634
+244%
增持
GLD
SPDR GOLD TR
+$166.9M
623,594
+247%
增持
IVV
ISHARES TR
+$150.2M
619,601
+45%
增持
SHY
ISHARES TR
+$135.1M
1,775,187
+1114%
增持
AAPL
APPLE INC
+$131.2M
2,199,385
+5%
增持
AMZN
AMAZON COM INC
+$115.4M
1,718,205
+44%
增持
IJH
ISHARES TR
+$114.7M
2,904,799
+141%
增持
IJR
ISHARES TR
+$105.0M
1,532,026
+117%
增持
IVW
ISHARES TR
+$104.6M
1,562,762
+105%
增持
IEMG
ISHARES INC
+$100.6M
1,939,835
+328%
增持
IGM
ISHARES TR
+$99.9M
842,752
+1411%
增持
JPM
JPMORGAN CHASE & CO.
+$94.6M
930,339
+36%
增持
SYK
STRYKER CORPORATION
+$71.8M
229,363
+598%
增持
UBER
UBER TECHNOLOGIES INC
+$69.2M
1,057,772
+187%
增持
EMB
ISHARES TR
+$64.5M
745,116
+971%
增持
POCT
INNOVATOR ETFS TRUST
+$62.6M
1,459,109
+18842%
增持
IWF
ISHARES TR
+$61.7M
345,275
+47%
增持
BABA
ALIBABA GROUP HLDG LTD
+$61.0M
371,983
+666%
增持
PANW
PALO ALTO NETWORKS INC
+$56.8M
446,036
+168%
增持
COST
COSTCO WHSL CORP NEW
+$55.5M
132,629
+95%
增持
GOOG
ALPHABET INC
+$54.0M
525,549
+26%
增持
V
VISA INC
+$53.6M
447,452
+60%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$53.0M
1,077,219
+3226%
增持
TSLA
TESLA INC
+$47.0M
187,570
+64%
增持
JNJ
JOHNSON & JOHNSON
+$44.4M
539,477
+48%
增持
VHT
VANGUARD WORLD FD
+$43.0M
187,080
+727%
增持
FLOT
ISHARES TR
+$41.0M
956,296
+518%
增持
VOO
VANGUARD INDEX FDS
+$39.5M
468,586
+8%
增持
IDU
ISHARES TR
+$39.3M
381,290
+1234%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$39.0M
122,105
+198%
增持
CVX
CHEVRON CORP NEW
+$37.9M
473,187
+90%
增持
IYF
ISHARES TR
+$37.0M
317,026
+1105%
增持
VNQ
VANGUARD INDEX FDS
+$36.8M
539,743
+284%
减持
DRI
DARDEN RESTAURANTS INC
-$36.0M
64,100
-71%
增持
MCD
MCDONALDS CORP
+$34.2M
230,885
+87%
增持
PFF
ISHARES TR
+$33.9M
1,499,378
+242%
增持
MSFT
MICROSOFT CORP
+$33.0M
821,041
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.8M
240,265
+33%
增持
XLE
SELECT SECTOR SPDR TR
+$31.4M
545,187
+167%
增持
FSLR
FIRST SOLAR INC
+$30.6M
143,831
+1965%
增持
IYK
ISHARES TR
+$28.7M
485,657
+662%
增持
SPY
SPDR S&P 500 ETF TR
+$28.4M
313,636
+7%
减持
GIS
GENERAL MLS INC
-$28.0M
36,578
-94%
增持
QQQ
INVESCO QQQ TR
+$27.8M
307,601
+8%
增持
—
WIX COM LTD
+$25.5M
143,707
+128210%
增持
LIT
GLOBAL X FDS
+$23.5M
423,502
+2731%
增持
DIS
DISNEY WALT CO
+$23.0M
320,019
+190%
增持
VZ
VERIZON COMMUNICATIONS INC
+$22.2M
1,339,817
+58%
增持
GXC
SPDR INDEX SHS FDS
+$21.7M
213,755
+2332%
增持
XLK
SELECT SECTOR SPDR TR
+$21.6M
218,896
+38%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$20.6M
271,715
+196%
减持
ADBE
ADOBE INC
-$20.1M
29,964
-62%
增持
CMF
ISHARES TR
+$19.7M
373,896
+1216%
增持
IAU
ISHARES GOLD TR
+$18.9M
706,174
+36%
增持
GEV
GE VERNOVA INC
+$18.7M
63,020
+67%
增持
ABBV
ABBVIE INC
+$18.7M
355,198
+4%
增持
VTV
VANGUARD INDEX FDS
+$15.8M
407,273
+20%
减持
DDOG
DATADOG INC
-$14.0M
1,485
-99%
增持
PAAA
PGIM ETF TR
+$13.9M
459,358
+142%
增持
ANET
ARISTA NETWORKS INC
+$13.8M
129,463
+160%
增持
OEF
ISHARES TR
+$13.2M
151,286
+24%
减持
DIVO
AMPLIFY ETF TR
-$12.9M
560,554
-37%
增持
CGCB
CAPITAL GRP FIXED INCM ETF T
+$12.6M
481,531
+5301%
减持
—
EXXON MOBIL CORP
-$12.2M
541,744
-20%
增持
CRWV
COREWEAVE INC
+$11.6M
86,526
+5818%
增持
DYNF
BLACKROCK ETF TRUST
+$11.4M
508,516
+48%
减持
—
NEBIUS GROUP N.V.
+$11.2M
257,487
-20%
增持
VUG
VANGUARD INDEX FDS
+$10.9M
226,513
+2%
减持
ORCL
ORACLE CORP
+$10.9M
239,471
-7%
增持
HD
HOME DEPOT INC
+$10.8M
263,947
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$10.4M
452,793
+6%
建仓
PDYN
PALLADYNE AI CORP
+$10.4M
1,210,208
减持
—
EATON CORP PLC
-$10.2M
118,920
-22%
增持
BAI
BLACKROCK ETF TRUST
+$10.2M
363,310
+365%
增持
DGRW
WISDOMTREE TR
+$10.0M
1,096,735
+5%
增持
VGT
VANGUARD WORLD FD
+$9.8M
60,158
+13%
减持
—
CHUBB LIMITED
-$9.7M
116,057
-21%
建仓
AAOI
APPLIED OPTOELECTRONICS INC
+$9.5M
367,697
减持
CAT
CATERPILLAR INC
+$9.0M
100,998
-0%
减持
SHV
ISHARES TR
-$8.6M
111,905
-41%
减持
IMTM
ISHARES TR
-$8.5M
702
-100%
增持
FLQL
FRANKLIN TEMPLETON ETF TR
+$8.5M
1,066,736
+4%
增持
AXON
AXON ENTERPRISE INC
+$8.3M
30,349
+87%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$8.3M
67,934
+29%
增持
VBK
VANGUARD INDEX FDS
+$8.1M
75,379
+46%
增持
ALAB
ASTERA LABS INC
+$8.0M
40,737
+31236%
清仓
—
SEALSQ CORP
-$7.9M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$7.8M
27,361
-34%
增持
BKDV
BNY MELLON ETF TRUST II
+$7.7M
625,835
+71%
减持
FISV
FISERV INC
-$7.6M
94,784
-18%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.6M
158,222
+25%
增持
VIS
VANGUARD WORLD FD
+$7.4M
51,789
+82%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$7.3M
327,278
+692%
减持
USFR
WISDOMTREE TR
-$7.2M
789,945
-15%
减持
AVGO
BROADCOM INC
+$7.0M
539,876
-13%
增持
NANR
SPDR INDEX SHS FDS
+$6.9M
212,704
+76%
减持
MSI
MOTOROLA SOLUTIONS INC
-$6.8M
70,353
-24%
减持
ILF
ISHARES TR
-$6.5M
53,137
-83%
增持
IWD
ISHARES TR
+$6.4M
307,233
+6%
增持
CGIC
CAPITAL GROUP INTERNATIONAL
+$6.4M
224,480
+1225%
增持
AMAT
APPLIED MATLS INC
+$6.4M
139,471
+15%
增持
KLAC
KLA CORP
+$6.4M
10,925
+81%
增持
BAC
BANK AMERICA CORP
+$6.4M
773,502
+9%
增持
—
SPOTIFY TECHNOLOGY S A
+$6.3M
10,482
+700%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.1M
40,781
+9%
增持
JOBY
JOBY AVIATION INC
+$6.0M
384,886
+1907%
增持
VRT
VERTIV HOLDINGS CO
+$5.9M
63,654
+119%
减持
PG
PROCTER AND GAMBLE CO
-$5.8M
267,234
-9%
增持
CGCV
CAPITAL GROUP CONSERVATIVE E
+$5.8M
200,762
+2464%
减持
CME
CME GROUP INC
-$5.7M
57,292
-25%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$5.6M
139,939
+311%
增持
VOT
VANGUARD INDEX FDS
+$5.6M
65,199
+37%
增持
LMT
LOCKHEED MARTIN CORP
+$5.6M
56,682
+15%
增持
AXP
AMERICAN EXPRESS CO
+$5.5M
90,505
+18%
增持
QMAG
FIRST TR EXCHNG TRADED FD VI
+$5.5M
237,464
+10496%
增持
VO
VANGUARD INDEX FDS
+$5.4M
181,159
+6%
增持
MUB
ISHARES TR
+$5.3M
222,472
+26%
增持
VIOG
VANGUARD ADMIRAL FDS INC
+$5.3M
77,220
+114%
减持
APD
AIR PRODS & CHEMS INC
-$5.2M
80,607
-16%
增持
IVE
ISHARES TR
+$5.1M
114,992
+21%
增持
ETR
ENTERGY CORP NEW
+$5.1M
91,195
+121%
减持
IEUR
ISHARES TR
-$5.1M
349,789
-20%
增持
ITA
ISHARES TR
+$5.0M
74,643
+33%
减持
QMFE
FIRST TR EXCHNG TRADED FD VI
-$5.0M
10,648
-96%
增持
MU
MICRON TECHNOLOGY INC
+$4.9M
68,550
+30%
减持
VNLA
JANUS DETROIT STR TR
-$4.9M
49,042
-67%
减持
GFEB
FIRST TR EXCHNG TRADED FD VI
-$4.9M
31,653
-80%
增持
GE
GE AEROSPACE
+$4.8M
98,210
+2%
减持
FIS
FIDELITY NATL INFORMATION SV
-$4.7M
129,375
-21%
增持
AEP
AMERICAN ELEC PWR CO INC
+$4.7M
125,751
+38%
增持
THRO
BLACKROCK ETF TRUST
+$4.7M
154,877
+372%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.7M
111,462
+3%
增持
TLH
ISHARES TR
+$4.6M
321,827
+15%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$4.6M
588,707
+10%
增持
SGOV
ISHARES TR
+$4.6M
377,008
+14%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$4.6M
98,811
+230%
减持
EFG
ISHARES TR
-$4.6M
42,915
-49%
增持
SHLD
GLOBAL X FDS
+$4.6M
126,594
+76%
减持
TJX
TJX COS INC NEW
+$4.5M
215,880
-0%
增持
GD
GENERAL DYNAMICS CORP
+$4.5M
50,506
+16%
减持
VTI
VANGUARD INDEX FDS
+$4.5M
193,439
-0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.4M
96,161
+12%
增持
EFAA
INVESCO ACTIVELY MANAGED EXC
+$4.4M
99,577
+483%
增持
RTX
RTX CORPORATION
+$4.3M
173,520
+3%
增持
GLW
CORNING INC
+$4.3M
114,324
+18%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.3M
107,741
+52%