Steward Partners Investment Advisory, LLC
STAMFORD CT · SEC CIK 0001723397
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| — | MFS CHARTER INCOME TR | $6,181 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $6,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| WGS | GENEDX HOLDINGS CORP | $6,294 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| METC | RAMACO RES INC | $6,343 | 0.00% | 410 | 185 | 82.2% | $2,862 | 加仓 |
| — | WESTERN ASSET HIGH INCOM FD | $6,368 | 0.00% | 1,600 | -2,863 | -64.1% | -$1.14万 | 减仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $6,402 | 0.00% | 2,127 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $6,405 | 0.00% | 244 | 52 | 27.1% | $1,365 | 加仓 |
| BKAG | BNY MELLON ETF TRUST | $6,414 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC | $6,416 | 0.00% | 400 | -6 | -1.5% | -$96 | 减仓 |
| — | PENNANTPARK INVT CORP | $6,466 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $6,480 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $6,510 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| — | SPDR SERIES TRUST | $6,572 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| GOOS | CANADA GOOSE HLDGS INC | $6,626 | 0.00% | 604 | -831 | -57.9% | -$9,116 | 减仓 |
| — | LISTED FDS TR | $6,639 | 0.00% | 216 | 63 | 41.2% | $1,936 | 加仓 |
| MMS | MAXIMUS INC | $6,682 | 0.00% | 104 | -75 | -41.9% | -$4,819 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $6,728 | 0.00% | 65 | -228 | -77.8% | -$2.36万 | 减仓 |
| BGS | B & G FOODS INC | $6,739 | 0.00% | 1,401 | 880 | 168.9% | $4,233 | 加仓 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $6,742 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | ASCENT INDUSTRIES CO | $6,761 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $6,761 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $6,762 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| DCOM | DIME CMNTY BANCSHARES INC | $6,764 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| NRIX | NURIX THERAPEUTICS INC | $6,789 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $6,792 | 0.00% | 262 | -5 | -1.9% | -$130 | 减仓 |
| — | IRONWOOD PHARMACEUTICALS INC | $6,797 | 0.00% | 7,000 | 7,000 | — | $6,797 | 新建仓 |
| — | TIDAL TRUST II | $6,800 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6,835 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| COMT | ISHARES U S ETF TR | $6,863 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $6,873 | 0.00% | 435 | -104 | -19.3% | -$1,643 | 减仓 |
| — | CHEESECAKE FACTORY INC | $6,888 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| — | LIBERTY MEDIA CORP DEL | $6,921 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY REIT INC | $6,952 | 0.00% | 604 | -1,676 | -73.5% | -$1.93万 | 减仓 |
| BKCH | GLOBAL X FDS | $6,980 | 0.00% | 125 | 125 | — | $6,980 | 新建仓 |
| — | ABRDN GLOBAL INCOME FUND INC | $6,984 | 0.00% | 2,217 | 223 | 11.2% | $702 | 加仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $6,987 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC | $6,995 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $7,004 | 0.00% | 100 | 100 | — | $7,004 | 新建仓 |
| TMC | TMC THE METALS COMPANY INC | $7,005 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7,007 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $7,016 | 0.00% | 5,898 | 0 | 0.0% | — | 不变 |
| EMBD | GLOBAL X FDS | $7,029 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GCT | GIGACLOUD TECHNOLOGY INC | $7,034 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $7,058 | 0.00% | 64 | -11 | -14.7% | -$1,213 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $7,075 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $7,082 | 0.00% | 208 | -1,473 | -87.6% | -$5.02万 | 减仓 |
| — | HARBOR ETF TRUST | $7,085 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $7,089 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $7,100 | 0.00% | 198 | 198 | — | $7,100 | 新建仓 |
| — | LOANDEPOT INC | $7,100 | 0.00% | 5,000 | 5,000 | — | $7,100 | 新建仓 |
| CAC | CAMDEN NATL CORP | $7,118 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $7,120 | 0.00% | 331 | 69 | 26.3% | $1,484 | 加仓 |
| — | WALDENCAST PLC | $7,123 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $7,193 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| HFRO | HIGHLAND OPPS & INCOME FD | $7,200 | 0.00% | 1,261 | 0 | 0.0% | — | 不变 |
| — | MORGAN STANLEY INDIA INVT FD | $7,203 | 0.00% | 350 | -1,000 | -74.1% | -$2.06万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $7,203 | 0.00% | 110 | 7 | 6.8% | $458 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $7,204 | 0.00% | 308 | -3,656 | -92.2% | -$8.55万 | 减仓 |
| PSEC | PROSPECT CAP CORP | $7,207 | 0.00% | 2,761 | -1,597 | -36.6% | -$4,169 | 减仓 |
| — | TELEFONICA S A | $7,211 | 0.00% | 1,649 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7,253 | 0.00% | 327 | -4,846 | -93.7% | -$10.75万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $7,274 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $7,276 | 0.00% | 1,568 | -309 | -16.5% | -$1,434 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $7,298 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $7,385 | 0.00% | 222 | -67 | -23.2% | -$2,229 | 减仓 |
| FFBC | 1ST FINL BANCORP | $7,416 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| BKH | BLACK HILLS CORP | $7,427 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC | $7,449 | 0.00% | 1,427 | 1,000 | 234.2% | $5,220 | 加仓 |
| — | CARILLON SER TR | $7,478 | 0.00% | 300 | -600 | -66.7% | -$1.50万 | 减仓 |
| CASS | CASS INFORMATION SYS INC | $7,483 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | HANCOCK JOHN PFD INCOME FD I | $7,566 | 0.00% | 531 | 7 | 1.3% | $100 | 加仓 |
| — | VERIS RESIDENTIAL INC | $7,567 | 0.00% | 401 | 401 | — | $7,567 | 新建仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $7,601 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR II | $7,641 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $7,646 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| LDUR | PIMCO ETF TR | $7,666 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| — | BRANDYWINEGBL GBL INCM OPP F | $7,670 | 0.00% | 1,000 | -3,397 | -77.3% | -$2.61万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $7,677 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| SPEU | SPDR INDEX SHS FDS | $7,686 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC | $7,710 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $7,732 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $7,748 | 0.00% | 76 | -10 | -11.6% | -$1,019 | 减仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $7,761 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $7,777 | 0.00% | 235 | 45 | 23.7% | $1,489 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $7,778 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $7,795 | 0.00% | 105 | 105 | — | $7,795 | 新建仓 |
| BL | BLACKLINE INC | $7,844 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $7,854 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $7,869 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| BF/A | BROWN FORMAN CORP | $7,903 | 0.00% | 295 | 295 | — | $7,903 | 新建仓 |
| CRML | CRITICAL METALS CORP | $7,940 | 0.00% | 1,000 | 1,000 | — | $7,940 | 新建仓 |
| FOR | FORESTAR GROUP INC | $7,943 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $7,950 | 0.00% | 600 | -100 | -14.3% | -$1,325 | 重新持有 |
| — | GREENE CNTY BANCORP INC | $7,956 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP | $7,982 | 0.00% | 210 | 210 | — | $7,982 | 新建仓 |
| — | SAN JUAN BASIN RTY TR | $7,996 | 0.00% | 1,662 | 220 | 15.3% | $1,058 | 加仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $8,001 | 0.00% | 925 | -500 | -35.1% | -$4,325 | 减仓 |
| — | PUTNAM ETF TRUST | $8,055 | 0.00% | 1,034 | 1,034 | — | $8,055 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $8,080 | 0.00% | 3,866 | 3,092 | 399.5% | $6,462 | 加仓 |
| MUX | MCEWEN INC. | $8,086 | 0.00% | 396 | 396 | — | $8,086 | 新建仓 |