13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$196.09亿2026Q1 申报市值
4,414持仓数
22.3%前十大占比 · 第一大 3.4%
297 / 180新建仓 / 清仓
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.4%
AAPL 3.2%
IVV 2.3%
GOOGL 2.3%
AMZN 2.1%
MSFT 2.0%
META 2.0%
AGG 1.9%
IEMG 1.6%
JPM 1.5%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$1.46亿
IEMG 加仓+$8,541.33万
MSFT 加仓+$6,094.84万
AAPL 加仓+$5,815.19万
AVGO 加仓+$5,289.03万

2026Q1 卖出最多 按季末市值估算

SHY 减仓-$3,300.28万
PNOV 减仓-$2,825.92万
NBIS 减仓-$2,805.36万
VOO 减仓-$2,472.84万
AGG 减仓-$2,287.36万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
AZN ASTRAZENECA PLC $00.00%0 -27,536-100.0% -$506.29万 清仓
— TALKSPACE INC $00.00%0 -393,223-100.0% -$142.74万 清仓
— SYNOVUS FINL CORP $00.00%0 -22,314-100.0% -$111.68万 清仓
PRCT PROCEPT BIOROBOTICS CORP $00.00%0 -31,814-100.0% -$100.09万 清仓
BUCK SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -33,380-100.0% -$79.13万 清仓
— NUVEEN S&P 500 BUY-WRITE INC $00.00%0 -52,707-100.0% -$77.48万 清仓
— AVIDITY BIOSCIENCES INC $00.00%0 -7,626-100.0% -$55.01万 清仓
— FRANKLIN TEMPLETON ETF TR $00.00%0 -19,596-100.0% -$46.64万 清仓
— SUNOPTA INC $00.00%0 -105,540-100.0% -$40.11万 清仓
BELFB BEL FUSE INC $00.00%0 —— — 申报中断
REYN REYNOLDS CONSUMER PRODS INC $00.00%0 —— — 申报中断
— BLACKROCK MUN INCOME TR $00.00%0 -23,703-100.0% -$23.77万 清仓
— EXACT SCIENCES CORP $00.00%0 -2,070-100.0% -$21.02万 清仓
— CYBERARK SOFTWARE LTD $00.00%0 -376-100.0% -$16.77万 清仓
AMSC AMERICAN SUPERCONDUCTOR CORP $00.00%0 —— — 申报中断
— BLACKROCK CALIF MUN INCOME T $00.00%0 -14,425-100.0% -$15.49万 清仓
SGDM SPROTT ETF TRUST $00.00%0 -2,000-100.0% -$13.93万 清仓
— COMERICA INC $00.00%0 -1,507-100.0% -$13.10万 清仓
EQX EQUINOX GOLD CORP $00.00%0 —— — 申报中断
— BROOKFIELD BUSINESS PARTNERS $00.00%0 -3,500-100.0% -$12.32万 清仓
SMA SMARTSTOP SELF STORAG REIT I $00.00%0 -3,632-100.0% -$11.24万 清仓
— ISHARES TR $00.00%0 —— — 申报中断
— BLACKROCK N Y MUN INCOME TRU $00.00%0 -10,642-100.0% -$10.79万 清仓
BINV 2023 ETF SERIES TRUST $00.00%0 -2,685-100.0% -$10.78万 清仓
— CADENCE BANK $00.00%0 -2,294-100.0% -$9.83万 清仓
— BEAZER HOMES USA INC $00.00%0 -4,640-100.0% -$9.41万 清仓
HAE HAEMONETICS CORP MASS $00.00%0 -1,138-100.0% -$9.12万 清仓
— BLACKROCK MUNIYIELD QUALITY $00.00%0 -9,054-100.0% -$9.10万 清仓
— BLACKROCK MUNIVEST FD INC $00.00%0 -12,335-100.0% -$8.55万 清仓
— FORD MTR CO $00.00%0 -73,000-100.0% -$7.58万 清仓
— EXPEDIA GROUP INC $00.00%0 -67,000-100.0% -$7.47万 清仓
IBMO ISHARES TR $00.00%0 -2,824-100.0% -$7.24万 清仓
ASUR ASURE SOFTWARE INC $00.00%0 -7,000-100.0% -$6.59万 清仓
FBCG FIDELITY COVINGTON TRUST $00.00%0 —— — 申报中断
— BROOKFIELD BUSINESS CORP $00.00%0 -1,650-100.0% -$5.92万 清仓
— AMCOR PLC $00.00%0 -1,400-100.0% -$5.84万 清仓
GGN GAMCO GLOBAL GOLD NAT RES & $00.00%0 -11,300-100.0% -$5.83万 清仓
— BLACKROCK MUNIHLDGS NY QLTY $00.00%0 -5,695-100.0% -$5.83万 清仓
IAUM ISHARES GOLD TR $00.00%0 -1,242-100.0% -$5.34万 清仓
CPLB NEW YORK LIFE INVTS ACTIVE E $00.00%0 -2,489-100.0% -$5.28万 清仓
— NUVEEN CALIF SELECT TAX FREE $00.00%0 -3,813-100.0% -$5.03万 清仓
— SPROTT ETF TRUST $00.00%0 -597-100.0% -$5.02万 清仓
— BLACKROCK LONG-TERM MUN ADVA $00.00%0 -5,380-100.0% -$4.99万 清仓
— IMMUTEP LTD $00.00%0 -15,000-100.0% -$4.29万 清仓
— ADVISORSHARES TR $00.00%0 -825-100.0% -$4.05万 清仓
— ISHARES TR $00.00%0 -1,000-100.0% -$3.46万 清仓
GARP ISHARES TR $00.00%0 -500-100.0% -$3.40万 清仓
— BLACKROCK MUN INCOME QUALITY $00.00%0 -2,908-100.0% -$3.18万 清仓
— NAVIENT CORPORATION $00.00%0 —— — 申报中断
AUSF GLOBAL X FDS $00.00%0 -645-100.0% -$2.99万 清仓
— POTLATCHDELTIC CORPORATION $00.00%0 -750-100.0% -$2.98万 清仓
PB PROSPERITY BANCSHARES INC $00.00%0 -410-100.0% -$2.83万 清仓
— SOHO HOUSE & CO INC $00.00%0 -3,025-100.0% -$2.71万 清仓
— HEARTBEAM INC $00.00%0 -11,000-100.0% -$2.64万 清仓
CRC CALIFORNIA RES CORP $00.00%0 —— — 申报中断
JANW AIM ETF PRODUCTS TRUST $00.00%0 -689-100.0% -$2.55万 清仓
JULW AIM ETF PRODUCTS TRUST $00.00%0 -648-100.0% -$2.54万 清仓
OCTW AIM ETF PRODUCTS TRUST $00.00%0 -649-100.0% -$2.53万 清仓
APRW AIM ETF PRODUCTS TRUST $00.00%0 -725-100.0% -$2.53万 清仓
GOOD GLADSTONE COMMERCIAL CORP $00.00%0 —— — 申报中断
TXO TXO PARTNERS LP $00.00%0 -2,235-100.0% -$2.38万 清仓
GSBD GOLDMAN SACHS BDC INC $00.00%0 -2,537-100.0% -$2.35万 清仓
— ALLIANT ENERGY CORP $00.00%0 -22,000-100.0% -$2.29万 清仓
ONT MONTROSE ENVIRONMENTAL GROUP $00.00%0 -863-100.0% -$2.14万 清仓
— CHURCHILL CAP CORP X $00.00%0 -1,300-100.0% -$2.03万 清仓
FA FIRST ADVANTAGE CORP NEW $00.00%0 -1,344-100.0% -$1.95万 清仓
— CANTALOUPE INC $00.00%0 -1,825-100.0% -$1.94万 清仓
TPG TPG INC $00.00%0 —— — 申报中断
HYGH ISHARES U S ETF TR $00.00%0 —— — 申报中断
— CONFLUENT INC $00.00%0 -493-100.0% -$1.49万 清仓
— GAIA INC NEW $00.00%0 -4,000-100.0% -$1.45万 清仓
— MIND MEDICINE MINDMED INC $00.00%0 -1,000-100.0% -$1.34万 清仓
— SOL GEL TECHNOLOGIES $00.00%0 -316-100.0% -$1.33万 清仓
CYTK CYTOKINETICS INC $00.00%0 -200-100.0% -$1.27万 清仓
— FIRST TR EXCHANGE-TRADED FD $00.00%0 -700-100.0% -$1.25万 清仓
— NUVEEN DOW 30 DYNMC OVERWRT $00.00%0 -800-100.0% -$1.22万 清仓
KRRO KORRO BIO INC $00.00%0 -1,500-100.0% -$1.20万 清仓
MRTN MARTEN TRANS LTD $00.00%0 —— — 申报中断
— REX ETF TR $00.00%0 -375-100.0% -$1.06万 清仓
— VICTORY PORTFOLIOS II $00.00%0 -342-100.0% -$1.05万 清仓
— GLOBAL X FDS $00.00%0 -223-100.0% -$1.05万 清仓
WERN WERNER ENTERPRISES INC $00.00%0 -348-100.0% -$1.04万 清仓
FEOE RBB FUND TRUST $00.00%0 —— — 申报中断
BANR BANNER CORP $00.00%0 —— — 申报中断
— RLJ LODGING TR $00.00%0 -400-100.0% -$9,960 清仓
— DEFI TECHNOLOGIES INC $00.00%0 -13,175-100.0% -$9,942 清仓
TPLC TIMOTHY PLAN $00.00%0 -215-100.0% -$9,772 清仓
— FUBOTV INC $00.00%0 -3,800-100.0% -$9,576 清仓
— FIRST TR EXCHANGE TRADED FD $00.00%0 -265-100.0% -$9,479 清仓
OLMA OLEMA PHARMACEUTICALS INC $00.00%0 -360-100.0% -$9,000 清仓
TNET TRINET GROUP INC $00.00%0 —— — 申报中断
EWX SPDR INDEX SHS FDS $00.00%0 -135-100.0% -$8,864 清仓
— REX ETF TR $00.00%0 -600-100.0% -$8,460 清仓
GTIP GOLDMAN SACHS ETF TR $00.00%0 -170-100.0% -$8,352 清仓
— QIAGEN NV $00.00%0 -182-100.0% -$8,185 清仓
— TEGNA INC $00.00%0 -402-100.0% -$7,803 清仓
— DYNAVAX TECHNOLOGIES CORP $00.00%0 -501-100.0% -$7,705 清仓
TLTD FLEXSHARES TR $00.00%0 -80-100.0% -$7,418 清仓
KVYO KLAVIYO INC $00.00%0 -225-100.0% -$7,306 清仓
SUNC SUNOCOCORP LLC $00.00%0 -147-100.0% -$7,244 清仓