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 |
|---|---|---|---|---|---|---|---|---|
| COMP | COMPASS INC | $1.99万 | 0.00% | 2,718 | -825 | -23.3% | -$6,031 | 减仓 |
| — | PGIM ROCK ETF TR | $1.99万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $1.99万 | 0.00% | 4,825 | 1,857 | 62.6% | $7,651 | 加仓 |
| — | GATES INDL CORP PLC | $2.00万 | 0.00% | 883 | 50 | 6.0% | $1,131 | 加仓 |
| HSLV | HIGHLANDER SILVER CORP | $2.00万 | 0.00% | 3,400 | 3,400 | — | $2.00万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $2.00万 | 0.00% | 1,744 | -250 | -12.5% | -$2,868 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.01万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| VRTS | VIRTUS INVT PARTNERS INC | $2.02万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $2.02万 | 0.00% | 2,413 | 1,750 | 264.0% | $1.47万 | 加仓 |
| VTES | VANGUARD WELLINGTON FD | $2.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $2.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2.03万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| IIIV | I3 VERTICALS INC | $2.04万 | 0.00% | 914 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.06万 | 0.00% | 785 | -138 | -15.0% | -$3,625 | 减仓 |
| FIVN | FIVE9 INC | $2.06万 | 0.00% | 1,361 | 208 | 18.0% | $3,155 | 加仓 |
| DJP | BARCLAYS BANK PLC | $2.07万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2.07万 | 0.00% | 314 | -8 | -2.5% | -$527 | 减仓 |
| — | BARINGS CORPORATE INVS | $2.07万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CHW | CALAMOS GBL DYN INCOME FUND | $2.07万 | 0.00% | 2,850 | -666 | -18.9% | -$4,835 | 减仓 |
| OII | OCEANEERING INTL INC | $2.07万 | 0.00% | 584 | 550 | 1,617.6% | $1.95万 | 加仓 |
| HYEM | VANECK ETF TRUST | $2.07万 | 0.00% | 1,050 | -290 | -21.6% | -$5,722 | 减仓 |
| — | BLACKROCK VA MUN BD TR | $2.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $2.08万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $2.09万 | 0.00% | 1,650 | 1,650 | — | $2.09万 | 新建仓 |
| AGEM | ABRDN FDS | $2.09万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| — | MINK THERAPEUTICS INC | $2.11万 | 0.00% | 2,000 | 2,000 | — | $2.11万 | 新建仓 |
| RAL | RALLIANT CORP | $2.11万 | 0.00% | 508 | -24 | -4.5% | -$999 | 减仓 |
| — | QUANTUM BIOPHARMA LTD | $2.12万 | 0.00% | 4,381 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $2.12万 | 0.00% | 658 | 0 | 0.0% | — | 不变 |
| — | PEBBLEBROOK HOTEL TR | $2.12万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| TREX | TREX INC | $2.14万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $2.14万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |
| GTOP | GOLDMAN SACHS ETF TR | $2.14万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $2.14万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.15万 | 0.00% | 1,549 | 487 | 45.9% | $6,761 | 加仓 |
| WVE | WAVE LIFE SCIENCES LTD | $2.15万 | 0.00% | 2,970 | 2,570 | 642.5% | $1.86万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $2.16万 | 0.00% | 1,886 | -29 | -1.5% | -$332 | 减仓 |
| — | ELICIO THERAPEUTICS INC | $2.16万 | 0.00% | 2,023 | 469 | 30.2% | $5,014 | 加仓 |
| ARMK | ARAMARK | $2.17万 | 0.00% | 535 | 189 | 54.6% | $7,662 | 加仓 |
| MTRN | MATERION CORP | $2.17万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $2.17万 | 0.00% | 414 | -47 | -10.2% | -$2,464 | 减仓 |
| FSLY | FASTLY INC | $2.17万 | 0.00% | 747 | -1,851 | -71.2% | -$5.38万 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2.17万 | 0.00% | 4,377 | 672 | 18.1% | $3,333 | 加仓 |
| CRON | CRONOS GROUP INC | $2.17万 | 0.00% | 8,657 | -10 | -0.1% | -$25 | 减仓 |
| HOMB | HOME BANCSHARES INC | $2.17万 | 0.00% | 807 | 542 | 204.5% | $1.46万 | 加仓 |
| CNC | CENTENE CORP DEL | $2.19万 | 0.00% | 669 | -94 | -12.3% | -$3,077 | 减仓 |
| KOMP | SPDR SERIES TRUST | $2.19万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $2.20万 | 0.00% | 2,487 | 2,482 | 49,640.0% | $2.19万 | 重新持有 |
| — | CALAMOS ETF TR | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $2.20万 | 0.00% | 2,019 | 1,900 | 1,596.6% | $2.07万 | 加仓 |
| — | CALAMOS ETF TR | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.21万 | 0.00% | 269 | -258 | -49.0% | -$2.12万 | 减仓 |
| JAJL | INNOVATOR ETFS TRUST | $2.21万 | 0.00% | 761 | -3,458 | -82.0% | -$10.05万 | 减仓 |
| CLW | CLEARWATER PAPER CORP | $2.21万 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $2.21万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.21万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| — | CALAMOS ETF TR | $2.22万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $2.22万 | 0.00% | 191 | 180 | 1,636.4% | $2.09万 | 加仓 |
| YSS | YORK SPACE SYSTEMS INC | $2.22万 | 0.00% | 1,000 | 1,000 | — | $2.22万 | 新建仓 |
| VRNS | VARONIS SYS INC | $2.22万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| UTZ | UTZ BRANDS INC | $2.24万 | 0.00% | 2,825 | 0 | 0.0% | — | 不变 |
| PBR/A | PETROLEO BRASILEIRO S A | $2.26万 | 0.00% | 1,206 | -56 | -4.4% | -$1,050 | 减仓 |
| — | VANECK FDS | $2.27万 | 0.00% | 700 | 200 | 40.0% | $6,474 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2.27万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $2.27万 | 0.00% | 891 | 523 | 142.1% | $1.34万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $2.28万 | 0.00% | 586 | -750 | -56.1% | -$2.92万 | 减仓 |
| BLSH | BULLISH | $2.29万 | 0.00% | 641 | -295 | -31.5% | -$1.05万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $2.29万 | 0.00% | 500 | -2,200 | -81.5% | -$10.08万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $2.30万 | 0.00% | 500 | 500 | — | $2.30万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL | $2.31万 | 0.00% | 391 | 28 | 7.7% | $1,656 | 加仓 |
| BILL | BILL HOLDINGS INC | $2.33万 | 0.00% | 608 | -571 | -48.4% | -$2.19万 | 减仓 |
| — | MAINSTREET BANCSHARES INC | $2.33万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| GVAL | CAMBRIA ETF TR | $2.33万 | 0.00% | 703 | 703 | — | $2.33万 | 新建仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $2.33万 | 0.00% | 3,941 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $2.33万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| TRTX | TPG RE FIN TR INC | $2.34万 | 0.00% | 2,992 | 76 | 2.6% | $594 | 加仓 |
| — | TIDAL TRUST II | $2.34万 | 0.00% | 2,025 | 529 | 35.4% | $6,111 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $2.35万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| HDSN | HUDSON TECHNOLOGIES INC | $2.35万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $2.35万 | 0.00% | 2,535 | -95 | -3.6% | -$882 | 减仓 |
| TRNO | TERRENO RLTY CORP | $2.36万 | 0.00% | 384 | 25 | 7.0% | $1,535 | 加仓 |
| CVEO | CIVEO CORP CDA | $2.36万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| PINE | ALPINE INCOME PPTY TR INC | $2.37万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $2.37万 | 0.00% | 300 | 200 | 200.0% | $1.58万 | 加仓 |
| PLUS | EPLUS INC | $2.38万 | 0.00% | 316 | -584 | -64.9% | -$4.39万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $2.39万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.39万 | 0.00% | 1,075 | -352 | -24.7% | -$7,836 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $2.39万 | 0.00% | 1,000 | 1,000 | — | $2.39万 | 新建仓 |
| EPOL | ISHARES TR | $2.40万 | 0.00% | 659 | -41,506 | -98.4% | -$151.02万 | 减仓 |
| — | PACER FDS TR | $2.41万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| WEN | WENDYS CO | $2.41万 | 0.00% | 3,467 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.41万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $2.41万 | 0.00% | 712 | -23 | -3.1% | -$779 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $2.41万 | 0.00% | 1,020 | 326 | 47.0% | $7,713 | 加仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $2.42万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $2.43万 | 0.00% | 4,943 | 0 | 0.0% | — | 不变 |
| — | EPR PPTYS | $2.43万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $2.43万 | 0.00% | 971 | 918 | 1,732.1% | $2.30万 | 加仓 |
| PSN | PARSONS CORP DEL | $2.43万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |