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 |
|---|---|---|---|---|---|---|---|---|
| TATT | TAT TECHNOLOGIES LTD | $1.32万 | 0.00% | 325 | 325 | — | $1.32万 | 新建仓 |
| SLVP | ISHARES INC | $1.33万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| BSM | BLACK STONE MINERALS L P | $1.33万 | 0.00% | 881 | 1 | 0.1% | $15 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.00% | 114 | 114 | — | $1.34万 | 新建仓 |
| ABEV | AMBEV SA | $1.34万 | 0.00% | 4,584 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $1.34万 | 0.00% | 550 | 334 | 154.6% | $8,147 | 重新持有 |
| IVES | WEDBUSH SER TR | $1.34万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| NWBI | NORTHWEST BANCSHARES INC | $1.35万 | 0.00% | 1,061 | 1 | 0.1% | $13 | 加仓 |
| — | PACER FDS TR | $1.35万 | 0.00% | 367 | 2 | 0.5% | $73 | 加仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1.35万 | 0.00% | 550 | -900 | -62.1% | -$2.21万 | 减仓 |
| — | INVESCO BD FD | $1.35万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $1.35万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PJT | PJT PARTNERS INC | $1.36万 | 0.00% | 97 | -8 | -7.6% | -$1,118 | 减仓 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.36万 | 0.00% | 1,000 | -1,250 | -55.6% | -$1.70万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.36万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC | $1.36万 | 0.00% | 71 | -229 | -76.3% | -$4.39万 | 减仓 |
| PAX | PATRIA INVESTMENTS LIMITED | $1.37万 | 0.00% | 1,084 | 14 | 1.3% | $176 | 加仓 |
| DXPE | DXP ENTERPRISES INC | $1.37万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $1.37万 | 0.00% | 913 | 913 | — | $1.37万 | 新建仓 |
| — | NEOS ETF TRUST | $1.38万 | 0.00% | 270 | 6 | 2.3% | $307 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $1.39万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $1.39万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| CUBI | CUSTOMERS BANCORP INC | $1.39万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.39万 | 0.00% | 1,000 | -500 | -33.3% | -$6,950 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $1.39万 | 0.00% | 336 | 116 | 52.7% | $4,803 | 加仓 |
| CWEN | CLEARWAY ENERGY INC | $1.40万 | 0.00% | 356 | -218 | -38.0% | -$8,565 | 减仓 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.40万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $1.40万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $1.40万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $1.41万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| DGII | DIGI INTL INC | $1.41万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $1.42万 | 0.00% | 1,137 | 0 | 0.0% | — | 不变 |
| — | MAINZ BIOMED N V | $1.42万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $1.42万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.42万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $1.43万 | 0.00% | 1,138 | 100 | 9.6% | $1,257 | 加仓 |
| — | NORTHERN LTS FD TR IV | $1.43万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| XPEL | XPEL INC | $1.44万 | 0.00% | 325 | -660 | -67.0% | -$2.92万 | 减仓 |
| XPEV | XPENG INC | $1.44万 | 0.00% | 841 | 11 | 1.3% | $188 | 加仓 |
| EWQ | ISHARES INC | $1.44万 | 0.00% | 332 | -141 | -29.8% | -$6,117 | 减仓 |
| PUMP | PROPETRO HLDG CORP | $1.44万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.44万 | 0.00% | 613 | 500 | 442.5% | $1.18万 | 加仓 |
| EWP | ISHARES INC | $1.44万 | 0.00% | 266 | -106 | -28.5% | -$5,757 | 减仓 |
| — | AMICUS THERAPEUTIC | $1.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $1.45万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| RSSB | TIDAL TRUST II | $1.45万 | 0.00% | 532 | 532 | — | $1.45万 | 新建仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1.45万 | 0.00% | 731 | 0 | 0.0% | — | 不变 |
| SI | SHOULDER INNOVATIONS INC | $1.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1.45万 | 0.00% | 495 | 87 | 21.3% | $2,554 | 加仓 |
| THG | HANOVER INS GROUP INC | $1.46万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| DB | DEUTSCHE BK AG | $1.46万 | 0.00% | 489 | -85 | -14.8% | -$2,531 | 减仓 |
| MIDD | MIDDLEBY CORP | $1.46万 | 0.00% | 110 | 18 | 19.6% | $2,386 | 加仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $1.46万 | 0.00% | 1,200 | 1,200 | — | $1.46万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $1.47万 | 0.00% | 1,000 | 1,000 | — | $1.47万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $1.47万 | 0.00% | 355 | 355 | — | $1.47万 | 新建仓 |
| DFAW | DIMENSIONAL ETF TRUST | $1.48万 | 0.00% | 200 | 200 | — | $1.48万 | 新建仓 |
| BLMN | BLOOMIN BRANDS INC | $1.48万 | 0.00% | 2,743 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPO | $1.49万 | 0.00% | 1,303 | 1,057 | 429.7% | $1.21万 | 加仓 |
| RUM | RUMBLE INC | $1.50万 | 0.00% | 2,933 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS INC | $1.50万 | 0.00% | 372 | 20 | 5.7% | $805 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1.50万 | 0.00% | 444 | 23 | 5.5% | $775 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1.51万 | 0.00% | 1,095 | -27 | -2.4% | -$372 | 减仓 |
| SBR | SABINE RTY TR | $1.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1.51万 | 0.00% | 410 | 50 | 13.9% | $1,847 | 加仓 |
| ASLV | ALLSPRING EXCHANGE TRADED FU | $1.52万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| EVTC | EVERTEC INC | $1.52万 | 0.00% | 538 | -68 | -11.2% | -$1,919 | 减仓 |
| EEFT | EURONET WORLDWIDE INC | $1.52万 | 0.00% | 229 | 22 | 10.6% | $1,460 | 加仓 |
| — | PROSHARES TR | $1.52万 | 0.00% | 300 | 300 | — | $1.52万 | 新建仓 |
| KEX | KIRBY CORP | $1.53万 | 0.00% | 115 | -1 | -0.9% | -$133 | 减仓 |
| UNIT | UNITI GROUP LLC | $1.53万 | 0.00% | 1,634 | -3 | -0.2% | -$28 | 减仓 |
| — | KRANESHARES TRUST | $1.54万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| FUND | SPROTT FOCUS TR INC | $1.54万 | 0.00% | 1,611 | 23 | 1.4% | $219 | 加仓 |
| ISCV | ISHARES TR | $1.54万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| — | NERVGEN PHARMA CORP | $1.55万 | 0.00% | 4,103 | 4,103 | — | $1.55万 | 新建仓 |
| LRN | STRIDE INC | $1.55万 | 0.00% | 9,000 | 9,000 | — | $1.55万 | 新建仓 |
| PUK | PRUDENTIAL PLC | $1.55万 | 0.00% | 546 | 66 | 13.8% | $1,876 | 加仓 |
| BETA | BETA TECHNOLOGIES INC | $1.55万 | 0.00% | 1,056 | 1,000 | 1,785.7% | $1.47万 | 加仓 |
| GLRE | GREENLIGHT CAP RE LTD | $1.56万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| DUOL | DUOLINGO INC | $1.56万 | 0.00% | 158 | -1 | -0.6% | -$99 | 减仓 |
| QLYS | QUALYS INC | $1.56万 | 0.00% | 178 | -615 | -77.6% | -$5.40万 | 减仓 |
| — | AARDVARK THERAPEUTICS INC | $1.56万 | 0.00% | 4,150 | 4,150 | — | $1.56万 | 新建仓 |
| — | MASIMO CORP | $1.57万 | 0.00% | 88 | 53 | 151.4% | $9,427 | 加仓 |
| — | CLEARWAY ENERGY INC | $1.57万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| CDRE | CADRE HLDGS INC | $1.57万 | 0.00% | 511 | 162 | 46.4% | $4,970 | 加仓 |
| NUTX | NUTEX HEALTH INC | $1.57万 | 0.00% | 165 | 95 | 135.7% | $9,029 | 加仓 |
| EMBX | VANECK FDS | $1.57万 | 0.00% | 313 | 313 | — | $1.57万 | 新建仓 |
| STUB | STUBHUB HLDGS INC | $1.57万 | 0.00% | 2,515 | 2,250 | 849.1% | $1.40万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.57万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.57万 | 0.00% | 318 | 318 | — | $1.57万 | 新建仓 |
| MSIF | MSC INCOME FUND INC | $1.58万 | 0.00% | 1,296 | 648 | 100.0% | $7,892 | 加仓 |
| — | SERIES PORTFOLIOS TR | $1.58万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.58万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| OMER | OMEROS CORP | $1.58万 | 0.00% | 1,500 | 1,500 | — | $1.58万 | 新建仓 |
| G | GENPACT LIMITED | $1.59万 | 0.00% | 426 | 156 | 57.8% | $5,817 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.59万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1.59万 | 0.00% | 1,366 | -1,035 | -43.1% | -$1.20万 | 减仓 |
| RZV | INVESCO EXCHANGE TRADED FD T | $1.59万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | TAO SYNERGIES INC | $1.59万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| BFLY | BUTTERFLY NETWORK INC | $1.60万 | 0.00% | 3,960 | 0 | 0.0% | — | 不变 |