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機関投資家の保有一覧

Steward Partners Investment Advisory, LLC

持ち方
—
評価額を取得中
届出上位5銘柄の比重
—
保有
2,762銘柄

Steward Partners Investment Advisory, LLC は、2026年6月30日の SEC Form 13F で 2,762 銘柄の保有を報告しました。届出上位には Apple、NVIDIA、Microsoft が並び、情報技術・一般消費財・コミュニケーション・サービスにまたがります。下の銘柄名と保有株数は届出に基づきます。

届出上位の10銘柄

  1. 1
    AA
    AAPLApple
    情報技術・ 2,273,278 株
    —
  2. 2
    NV
    NVDANVIDIA
    情報技術・ 3,047,639 株
    —
  3. 3
    MSFTMicrosoft
    情報技術・ 999,760 株
    —
  4. 4
    AM
    AMZNAmazon
    一般消費財・ 1,568,850 株
    —
  5. 5
    GO
    GOOGLAlphabet
    コミュニケーション・サービス・ 1,148,261 株
    —
  6. 6
    AV
    AVGOBroadcom
    情報技術・ 811,617 株
    —
  7. 7
    JP
    JPMJPMorgan Chase
    金融・ 853,322 株
    —
  8. 8
    ME
    METAMeta Platforms
    コミュニケーション・サービス・ 380,818 株
    —
  9. 9
    QQ
    —
  10. 10
    SP
    SPYSPDR S&P 500 ETF TRUST
    —・ 327,041 株
    —
残り 490 銘柄をすべて見る ▾
#銘柄保有株数概算評価額
11GOOGAlphabet539,897—
12AMDAdvanced Micro Devices226,806—
13GLDSPDR GOLD TRUST362,426—
14VVisa370,512—
15LLYEli Lilly116,568—
16ABBVAbbVie475,389—
17JNJJohnson & Johnson461,457—
18WMTWalmart1,132,289—
19BRK-BBerkshire Hathaway220,339—
20XOMExxon Mobil550,566—
21PANWPalo Alto Networks222,654—
22COSTCostco91,045—
23MPCMarathon Petroleum197,998—
24CSCOCisco Systems706,859—
25ETNEaton177,949—
26GEVGE Vernova75,411—
27CATCaterpillar86,006—
28HDHome Depot239,676—
29CVXChevron323,860—
30ADIAnalog Devices151,450—
31LRCXLam Research172,964—
32MUMicron Technology55,555—
33AMATApplied Materials109,577—
34SNDKSandisk32,276—
35TSLATesla143,766—
36TSMTaiwan Semiconductor Manufacturing112,035—
37VZVerizon Communications1,034,058—
38RTXRTX254,898—
39ANETArista Networks226,410—
40MRKMerck318,918—
41PSXPhillips 66171,711—
42TTTrane Technologies94,337—
43NEENextEra Energy568,426—
44CRMSalesforce180,521—
45PGProcter & Gamble287,360—
46IAUISHARES GOLD TRUST530,298—
47CBChubb121,587—
48NFLXNetflix590,348—
49PLTRPalantir Technologies207,382—
50MSIMotorola Solutions87,477—
51GSGoldman Sachs43,121—
52MAMastercard69,917—
53KOCoca-Cola444,029—
54UNHUnitedHealth Group101,901—
55MCDMcDonald's162,541—
56TJXTJX Companies269,269—
57DIASPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST69,336—
58UNPUnion Pacific125,622—
59ORCLOracle233,556—
60IBMIBM147,719—
61UBERUber Technologies473,715—
62AMGNAmgen79,642—
63GEGE Aerospace103,502—
64JCIJohnson Controls204,106—
65WFCWells Fargo393,034—
66AAOIApplied Optoelectronics270,751—
67LMTLockheed Martin61,588—
68ALLAllstate138,442—
69AXPAmerican Express101,626—
70SPCXSPACE EXPLORATION TECHNOLOGIES CORP184,679—
71SYKStryker106,494—
72BACBank of America538,337—
73TXNTexas Instruments94,394—
74TAT&T1,136,325—
75CRWVCoreWeave305,710—
76GLWCorning166,476—
77PMPhilip Morris International145,587—
78APDAir Products and Chemicals92,874—
79ASMLASML Holding13,731—
80CEGConstellation Energy97,940—
81SCHWCharles Schwab258,576—
82CMECME Group93,732—
83PHParker Hannifin24,708—
84COHRCoherent70,961—
85BLKBlackRock21,807—
86DUKDuke Energy196,991—
87CMICummins42,430—
88SPGIS&P Global57,460—
89PWRQuanta Services32,539—
90ETREntergy218,078—
91AEPAmerican Electric Power182,456—
92DISWalt Disney212,883—
93CRWDCrowdStrike79,979—
94WMBWilliams Companies305,987—
95INTCIntel180,249—
96BABoeing111,049—
97LINLinde43,773—
98PEPPepsiCo166,536—
99ABTAbbott Laboratories209,120—
100QCOMQualcomm108,951—
101IQVIQVIA Holdings77,303—
102VRTVertiv Holdings79,151—
103MSMorgan Stanley102,435—
104BTCGrayscale Bitcoin Mini Trust ETF517,836—
105COPConocoPhillips150,553—
106APLDApplied Digital732,722—
107DELLDell Technologies32,762—
108DRIDarden Restaurants91,590—
109NXPINXP Semiconductors75,214—
110BKNGBooking Holdings114,481—
111ICEIntercontinental Exchange118,484—
112BABAAlibaba Group167,294—
113EWEdwards Lifesciences206,571—
114TMOThermo Fisher Scientific26,103—
115BMYBristol Myers Squibb277,131—
116KLACKLA Corporation80,946—
117ORLYO'Reilly Automotive193,745—
118VLOValero Energy38,395—
119CCitigroup121,079—
120ADPAutomatic Data Processing60,377—
121NOWServiceNow115,761—
122NBISNebius Group63,688—
123MELIMercadoLibre9,078—
124HPEHewlett Packard Enterprise219,871—
125DEDeere22,184—
126APHAmphenol174,962—
127MDTMedtronic172,449—
128CORCencora48,083—
129GDGeneral Dynamics44,663—
130MDYSPDR S&P MIDCAP 400 ETF TRUST21,808—
131SOSouthern Company174,167—
132PFEPfizer520,623—
133BNYBNY Mellon98,774—
134FSLRFirst Solar81,527—
135NRGNRG Energy149,138—
136LHXL3Harris Technologies59,839—
137LOWLowe's77,547—
138AFLAflac120,985—
139GFFGriffon143,523—
140ORealty Income247,873—
141STXSeagate Technology15,553—
142SBUXStarbucks138,965—
143UPSUnited Parcel Service140,403—
144MOAltria188,067—
145ELVElevance Health32,593—
146MPWRMonolithic Power Systems8,663—
147ACNAccenture62,202—
148SLViShares Silver Trust224,541—
149MRVLMarvell Technology43,110—
150CDNSCadence Design Systems32,031—
151CTASCintas57,770—
152EPDEnterprise Products Partners305,908—
153MARMarriott International30,784—
154LNGCheniere Energy40,786—
155DXCMDexcom128,288—
156BSTBlackRock Science & Technology Trust211,966—
157VSTVistra77,031—
158ISRGIntuitive Surgical27,466—
159EMREmerson Electric65,156—
160VRTXVertex Pharmaceuticals20,851—
161VKTXViking Therapeutics351,178—
162GPNGlobal Payments133,555—
163SCIService Corporation International135,103—
164GDVGABELLI DIVIDEND & INCOME TRUST365,524—
165WMWaste Management50,159—
166IBKRInteractive Brokers114,761—
167FCXFreeport-McMoRan140,523—
168CTRECareTrust REIT278,282—
169SNPSSynopsys20,602—
170BXBlackstone90,124—
171OKEONEOK114,333—
172JBLJabil32,598—
173AXONAxon Enterprise24,006—
174AZOAutoZone3,513—
175GILDGilead Sciences66,698—
176FANGDiamondback Energy51,834—
177FTNTFortinet52,532—
178WELLWelltower41,482—
179GLGlobe Life56,935—
180BDXBecton Dickinson52,438—
181ARGXargenx9,982—
182DDominion Energy149,586—
183KMIKinder Morgan289,078—
184ECLEcolab31,659—
185HONHoneywell40,083—
186MDLZMondelez International143,371—
187TGTTarget52,954—
188SNXTD SYNNEX29,451—
189TKRTimken66,427—
190GNRCGenerac Holdings37,394—
191NSCNorfolk Southern25,475—
192KRKroger134,684—
193CRDOCredo Technology36,346—
194MMM3M48,057—
195TRVTravelers Companies21,555—
196HOODRobinhood Markets68,202—
197ARCCAres Capital406,494—
198BSTZBlackRock Science & Technology Term Trust243,765—
199ITWIllinois Tool Works28,598—
200CMCSAComcast341,614—
201ADBEAdobe30,789—
202EQIXEquinix7,122—
203SHOPShopify48,093—
204NOCNorthrop Grumman14,779—
205AEMAgnico Eagle Mines38,392—
206MXLMaxLinear66,558—
207SEDGSolarEdge Technologies212,797—
208PHYSSprott Physical Gold Trust225,504—
209PGRProgressive33,131—
210QXOQXO575,584—
211URIUnited Rentals6,354—
212TPRTapestry56,984—
213ETEnergy Transfer326,294—
214COFCapital One Financial34,290—
215PLDPrologis51,771—
216FDXFedEx22,953—
217GWWW.W. Grainger5,133—
218ETVEaton Vance Tax-Managed Buy-Write Opportunities Fund437,539—
219MCKMcKesson7,235—
220AWKAmerican Water Works49,662—
221FCNCAFirst Citizens BancShares3,102—
222MYEMyers Industries199,370—
223CLColgate-Palmolive74,727—
224PRUPrudential Financial55,660—
225NVSNovartis44,418—
226CSXCSX131,554—
227CVSCVS Health72,108—
228TFCTruist Financial132,130—
229HWMHowmet Aerospace26,265—
230XPOXPO32,576—
231HONAHoneywell Aerospace Inc.38,910—
232ARESAres Management50,933—
233FIXComfort Systems USA3,405—
234HODLVanEck Bitcoin ETF246,017—
235SMSM Energy165,890—
236CMGChipotle Mexican Grill180,178—
237AMTAmerican Tower35,937—
238CICigna21,502—
239DLRDigital Realty Trust32,289—
240HWCHancock Whitney78,807—
241SPOTSpotify Technology12,040—
242PYPLPayPal Holdings107,330—
243CASYCasey's General Stores9,164—
244EMOClearBridge Energy Midstream Opportunity Fund Inc.111,114—
245FIVEFive Below25,148—
246ULUnilever93,046—
247STESTERIS26,635—
248HSYHershey34,507—
249STTState Street31,346—
250MKLMarkel Group3,164—
251BWXTBWX Technologies40,638—
252ETGEaton Vance Tax-Advantaged Global Dividend Income Fund236,897—
253EMNEastman Chemical82,372—
254ABNBAirbnb32,624—
255KTOSKratos Defense & Security Solutions119,784—
256SHELShell52,352—
257RVTROYCE SMALL-CAP TRUST, INC.290,748—
258AITApplied Industrial Technologies14,360—
259AZNAstraZeneca31,394—
260KGSKodiak Gas Services90,448—
261MAAMid-America Apartment Communities42,289—
262IRMIron Mountain42,548—
263GMGeneral Motors61,425—
264BXSLBlackstone Secured Lending Fund203,563—
265NUENucor19,926—
266STLDSteel Dynamics20,624—
267FISFidelity National Information Services146,073—
268IBITiShares Bitcoin Trust ETF98,440—
269EMFTEMPLETON EMERGING MARKETS FUND208,889—
270BARGraniteShares Gold Trust114,576—
271TMUST-Mobile US28,005—
272ATIATI Inc.23,704—
273ZTSZoetis64,872—
274CEFSprott Physical Gold & Silver Trust107,062—
275EVTEaton Vance Tax-Advantaged Dividend Income Fund159,161—
276SPGSimon Property Group21,963—
277OBDCBlue Owl Capital Corp426,996—
278ADSKAutodesk20,631—
279METMetLife46,083—
280AMEAMETEK17,238—
281OMCOmnicom Group58,441—
282PAYXPaychex43,358—
283DHRDanaher19,866—
284BAMBrookfield Asset Management93,628—
285RFRegions Financial154,417—
286APOApollo Global Management36,485—
287FITBFifth Third Bancorp80,356—
288MEGINYLI CBRE Global Infrastructure Megatrends Term Fund306,109—
289PNCPNC Financial Services18,291—
290MCHPMicrochip Technology49,597—
291BDJBlackRock Enhanced Equity Dividend Trust428,587—
292AJGArthur J. Gallagher & Co.17,813—
293DALDelta Air Lines47,493—
294ROSTRoss Stores17,142—
295AIOVirtus Artificial Intelligence & Technology Opportunities Fund151,097—
296AVTAvnet35,561—
297BPBP p.l.c.84,620—
298REGNRegeneron Pharmaceuticals5,148—
299DVNDevon Energy78,996—
300NKENike109,806—
301ELEstée Lauder40,214—
302MASMasco54,018—
303CSLCarlisle Companies11,201—
304WECWEC Energy Group36,031—
305SHWSherwin-Williams11,380—
306MRSHMarsh & McLennan21,278—
307FDSFactSet Research Systems13,492—
308BTIBritish American Tobacco67,931—
309CHKPCheck Point Software27,161—
310EMEEMCOR Group4,493—
311RNRRenaissanceRe Holdings10,683—
312CCJCameco40,715—
313KGCKinross Gold142,963—
314KKRKKR & Co37,997—
315YUMYum Brands25,023—
316NNNextNav243,178—
317RCLRoyal Caribbean Cruises12,182—
318CFGCitizens Financial Group52,507—
319SFStifel Financial47,953—
320SOFISoFi Technologies211,356—
321DKDelek US Holdings44,715—
322EOGEOG Resources23,274—
323APAAPA Corporation74,976—
324USBU.S. Bancorp56,496—
325CPERUnited States Commodity Index Funds Trust82,092—
326ENBEnbridge68,863—
327TOLToll Brothers23,156—
328PCARPACCAR28,789—
329TPLTexas Pacific Land9,252—
330BMRNBioMarin Pharmaceutical55,012—
331CBRECBRE Group24,259—
332BNBrookfield Corporation84,875—
333CAHCardinal Health13,713—
334RSGRepublic Services14,872—
335BRBroadridge Financial Solutions19,836—
336FTITechnipFMC45,199—
337KMBKimberly-Clark32,923—
338SCCOSouthern Copper15,039—
339PTYPIMCO CORPORATE & INCOME OPPORTUNITY FUND278,437—
340ETYEaton Vance Tax-Managed Diversified Equity Income Fund215,086—
341BTZBLACKROCK CREDIT ALLOCATION INCOME TRUST324,985—
342WDCWestern Digital7,327—
343ZBRAZebra Technologies7,974—
344MFGMizuho Financial Group274,328—
345FNVFranco-Nevada12,484—
346NEMNewmont25,836—
347MNSTMonster Beverage68,996—
348INTUIntuit10,402—
349FERGFerguson Enterprises13,089—
350DBCInvesco DB Commodity Index Tracking Fund89,384—
351EVREvercore11,077—
352AVKADVENT CONVERTIBLE & INCOME FUND248,369—
353AMRZAmrize77,081—
354TDGTransDigm Group2,611—
355TDToronto-Dominion Bank24,038—
356EOIEaton Vance Enhanced Equity Income Fund140,937—
357HIGHartford Insurance Group22,161—
358PBAPembina Pipeline60,155—
359HROWHarrow90,251—
360PEGPublic Service Enterprise Group40,184—
361MPLXMPLX48,385—
362WYWeyerhaeuser147,063—
363HALHalliburton84,867—
364LBLandBridge32,008—
365TKOTKO Group Holdings15,241—
366TYGTortoise Energy Infrastructure70,170—
367CWCurtiss-Wright4,869—
368JPCNuveen Preferred & Income Opportunities Fund383,696—
369XYLXylem25,966—
370HQYHealthEquity28,761—
371CLSCelestica6,673—
372CARRCarrier Global46,741—
373AONAon9,449—
374PSAPublic Storage8,960—
375GPCGenuine Parts Company19,880—
376PBRPetrobras115,358—
377SCDLMP CAPITAL & INCOME FUND INC.169,835—
378CSQCALAMOS STRATEGIC TOTAL RETURN FUND121,061—
379LYVLive Nation Entertainment14,560—
380MFCManulife Financial57,183—
381PPGPPG Industries23,310—
382RJFRaymond James Financial15,490—
383PAASPan American Silver53,516—
384GUGGuggenheim Active Allocation Fund174,918—
385THQabrdn Healthcare Opportunities Fund136,587—
386GLDMWorld Gold Trust29,499—
387UGIUGI Corp64,828—
388TLNTalen Energy7,461—
389HLTHilton Worldwide7,452—
390SUISun Communities21,427—
391BCXBlackRock Resources & Commodities Strategy Trust193,969—
392BSXBoston Scientific53,961—
393WWDWoodward6,921—
394FASTFastenal45,020—
395AMPAmeriprise Financial4,626—
396NVONovo Nordisk60,194—
397RIORio Tinto23,803—
398TRGPTarga Resources7,908—
399TTETotalEnergies26,369—
400SJMJ.M. Smucker18,956—
401SYYSysco28,498—
402CIIBlackRock Enhanced Large Cap Core Fund, Inc.91,093—
403SNOWSnowflake6,437—
404VEEVVeeva Systems7,954—
405IDXXIDEXX Laboratories4,162—
406JKHYJack Henry & Associates15,115—
407OKTAOkta10,145—
408SLBSchlumberger43,875—
409IONQIonQ48,646—
410PAYCPaycom Software9,539—
411ALSNAllison Transmission17,769—
412THWabrdn World Healthcare Fund169,075—
413FFord Motor171,549—
414TAKTakeda Pharmaceutical116,008—
415BEBloom Energy7,094—
416BTOJOHN HANCOCK FINANCIAL OPPORTUNITIES FUND56,961—
417ONTOOnto Innovation6,254—
418VODVodafone Group121,336—
419WBIWaterBridge Infrastructure70,502—
420WRBW. R. Berkley29,364—
421HQHabrdn Healthcare Investors101,994—
422NOVTNovanta13,521—
423NADNuveen Quality Municipal Income Fund195,686—
424FBTCFidelity Wise Origin Bitcoin Fund27,420—
425ULTAUlta Beauty3,694—
426FRTFederal Realty Investment Trust18,677—
427GRMNGarmin7,043—
428HSBCHSBC Holdings20,406—
429FEFirstEnergy45,238—
430MCOMoody's4,434—
431KEYSKeysight Technologies5,075—
432SUSuncor Energy27,985—
433SBRASabra Health Care REIT101,549—
434GABGABELLI EQUITY TRUST INC364,375—
435CHDChurch & Dwight20,108—
436ARKBArk 21Shares Bitcoin ETF67,652—
437GSKGSK39,937—
438MSTRStrategy11,655—
439WBDWBD59,766—
440LXPLXP Industrial Trust30,301—
441OXYOccidental Petroleum31,654—
442SYMSymbotic42,192—
443COKECoca-Cola Consolidated9,506—
444CETCentral Securities32,457—
445UTGREAVES UTILITY INCOME FUND51,586—
446BBarrick Mining45,215—
447RBLXRoblox41,039—
448CMSCMS Energy28,289—
449LNTHLantheus Holdings18,033—
450KNSLKinsale Capital Group5,461—
451SAPSAP8,601—
452CBSHCommerce Bancshares32,399—
453IRENIREN42,549—
454SIGSignet Jewelers17,521—
455AQNAlgonquin Power & Utilities341,945—
456CBOECboe Global Markets6,428—
457GXOGXO Logistics37,352—
458ECPGEncore Capital Group18,051—
459ESLTElbit Systems2,453—
460NDAQNasdaq18,818—
461SHAKShake Shack27,815—
462OLEDUniversal Display21,083—
463HBANHuntington Bancshares110,461—
464MATXMatson7,305—
465ARMARM Holdings5,466—
466BHPBHP Group19,499—
467CRMDCorMedix232,615—
468IRTIndependence Realty Trust114,434—
469HRLHormel Foods81,105—
470DOVDover Corp8,648—
471AGNCAGNC Investment185,677—
472TBBKThe Bancorp33,306—
473FNFabrinet3,502—
474TITNTitan Machinery63,866—
475QLYSQualys8,400—
476VTRVentas19,118—
477NZFNuveen Municipal Credit Income Fund146,071—
478NJRNew Jersey Resources30,981—
479ROPRoper Technologies4,484—
480ADXADAMS DIVERSIFIED EQUITY FUND, INC.61,569—
481HLIHoulihan Lokey12,531—
482RYRoyal Bank of Canada8,079—
483NVTnVent Electric9,224—
484BROBrown & Brown25,976—
485SWSmurfit Westrock36,468—
486TTWOTake-Two Interactive7,600—
487JCENuveen Core Equity Alpha Fund91,508—
488JBTMJBT Marel14,158—
489BITBBitwise Bitcoin ETF33,551—
490LAMRLamar Advertising10,633—
491HHHHoward Hughes Holdings21,536—
492TSCOTractor Supply49,081—
493HUBBHubbell Incorporated3,203—
494OTISOtis Worldwide23,522—
495UWMCUWM Holdings1,191,705—
496WPMWheaton Precious Metals11,001—
497DPZDomino's Pizza5,029—
498NGSNatural Gas Services Group44,841—
499AAgilent Technologies8,850—
500TELTE Connectivity6,704—

評価額の大きい上位 500 銘柄を表示しています (報告は全 2,762 銘柄。表示外の細かい持分も冒頭の概算評価額には含めています)。

2026年6月30日時点の SEC への Form 13F 届出 (運用資産 $100M 以上の機関投資家が四半期ごとに提出) の集計。 届出は四半期末から最大45日遅れで公開されるため、現在の保有と異なる場合があります。 概算評価額と構成比は当サイトの株価で計算した参考値です。 届出対象外の資産 (米国外上場株・債券など) は含まれません。