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 |
|---|---|---|---|---|---|---|---|---|
| FMX | FOMENTO ECONOMICO MEXICANO S | $4.55万 | 0.00% | 410 | 20 | 5.1% | $2,221 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.56万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS INC | $4.56万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| KNTK | KINETIK HOLDINGS INC | $4.57万 | 0.00% | 943 | 517 | 121.4% | $2.50万 | 加仓 |
| BBT | BEACON FINANCIAL CORP. | $4.58万 | 0.00% | 1,526 | 1,400 | 1,111.1% | $4.20万 | 加仓 |
| ENFR | ALPS ETF TR | $4.59万 | 0.00% | 1,200 | -577 | -32.5% | -$2.20万 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4.61万 | 0.00% | 978 | 8 | 0.8% | $377 | 加仓 |
| PHIN | PHINIA INC | $4.62万 | 0.00% | 675 | -134 | -16.6% | -$9,171 | 减仓 |
| FBNC | FIRST BANCORP N C | $4.62万 | 0.00% | 821 | 2 | 0.2% | $113 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.63万 | 0.00% | 777 | -309 | -28.5% | -$1.84万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.64万 | 0.00% | 740 | 255 | 52.6% | $1.60万 | 加仓 |
| EWA | ISHARES INC | $4.64万 | 0.00% | 1,672 | -111 | -6.2% | -$3,081 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $4.66万 | 0.00% | 748 | 3 | 0.4% | $187 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $4.69万 | 0.00% | 1,877 | 1,877 | — | $4.69万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $4.69万 | 0.00% | 843 | 13 | 1.6% | $723 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4.71万 | 0.00% | 1,345 | 434 | 47.6% | $1.52万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $4.71万 | 0.00% | 3,492 | 3,492 | — | $4.71万 | 新建仓 |
| EWZ | ISHARES INC | $4.72万 | 0.00% | 1,230 | 1,087 | 760.1% | $4.17万 | 加仓 |
| — | KURV ETF TR | $4.72万 | 0.00% | 1,355 | 1,355 | — | $4.72万 | 新建仓 |
| THO | THOR INDS INC | $4.73万 | 0.00% | 592 | -153 | -20.5% | -$1.22万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $4.75万 | 0.00% | 795 | 5 | 0.6% | $299 | 加仓 |
| GROY | GOLD ROYALTY CORP | $4.75万 | 0.00% | 13,278 | -8,650 | -39.4% | -$3.10万 | 减仓 |
| TXNM | TXNM ENERGY INC | $4.76万 | 0.00% | 814 | -25 | -3.0% | -$1,461 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO | $4.77万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $4.78万 | 0.00% | 1,347 | -752 | -35.8% | -$2.67万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $4.78万 | 0.00% | 2,497 | 22 | 0.9% | $421 | 加仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $4.79万 | 0.00% | 1,846 | 1,846 | — | $4.79万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4.80万 | 0.00% | 2,914 | -11,322 | -79.5% | -$18.63万 | 减仓 |
| XTN | SPDR SERIES TRUST | $4.81万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $4.81万 | 0.00% | 2,176 | 971 | 80.6% | $2.15万 | 加仓 |
| RL | RALPH LAUREN CORP | $4.82万 | 0.00% | 140 | 17 | 13.8% | $5,848 | 加仓 |
| — | GLOBAL X FDS | $4.85万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| PDO | PIMCO DYNAMIC INCOME OPRNTS | $4.85万 | 0.00% | 3,750 | 2,350 | 167.9% | $3.04万 | 加仓 |
| — | INVESCO VALUE MUN INCOME TR | $4.86万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| — | CIBUS INC | $4.87万 | 0.00% | 24,571 | 0 | 0.0% | — | 不变 |
| SSB | SOUTHSTATE BK CORP | $4.87万 | 0.00% | 526 | 154 | 41.4% | $1.42万 | 加仓 |
| — | PGIM ROCK ETF TR | $4.88万 | 0.00% | 1,559 | 1,559 | — | $4.88万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $4.90万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| PNR | PENTAIR PLC | $4.90万 | 0.00% | 563 | -2,330 | -80.5% | -$20.30万 | 减仓 |
| BWX | SPDR SERIES TRUST | $4.91万 | 0.00% | 2,235 | -1,258 | -36.0% | -$2.76万 | 减仓 |
| HYDB | ISHARES TR | $4.92万 | 0.00% | 1,057 | 27 | 2.6% | $1,256 | 加仓 |
| YOU | CLEAR SECURE INC | $4.92万 | 0.00% | 1,016 | 16 | 1.6% | $775 | 加仓 |
| PPTA | PERPETUA RESOURCES CORP | $4.92万 | 0.00% | 1,750 | -200 | -10.3% | -$5,624 | 减仓 |
| FBRT | FRANKLIN BSP RLTY TR INC | $4.92万 | 0.00% | 5,800 | -10 | -0.2% | -$85 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $4.94万 | 0.00% | 1,101 | -1,000 | -47.6% | -$4.49万 | 减仓 |
| WTMF | WISDOMTREE TR | $4.96万 | 0.00% | 1,250 | 1,250 | — | $4.96万 | 新建仓 |
| — | AIR LEASE CORP | $4.97万 | 0.00% | 766 | -12 | -1.5% | -$779 | 减仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $4.98万 | 0.00% | 1,693 | 1,693 | — | $4.98万 | 新建仓 |
| — | PGIM ROCK ETF TR | $5.00万 | 0.00% | 1,700 | 1,700 | — | $5.00万 | 新建仓 |
| REZ | ISHARES TR | $5.00万 | 0.00% | 601 | -1,121 | -65.1% | -$9.32万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $5.00万 | 0.00% | 646 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $5.00万 | 0.00% | 928 | -38 | -3.9% | -$2,047 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $5.01万 | 0.00% | 52,000 | 10,000 | 23.8% | $9,631 | 加仓 |
| DSGX | DESCARTES SYS GROUP INC | $5.01万 | 0.00% | 700 | -40 | -5.4% | -$2,862 | 减仓 |
| GDDY | GODADDY INC | $5.02万 | 0.00% | 607 | 25 | 4.3% | $2,067 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $5.03万 | 0.00% | 1,200 | -281 | -19.0% | -$1.18万 | 减仓 |
| CPNG | COUPANG INC | $5.04万 | 0.00% | 2,667 | -1,575 | -37.1% | -$2.97万 | 减仓 |
| INDY | ISHARES TR | $5.04万 | 0.00% | 1,194 | 0 | 0.0% | — | 不变 |
| — | AMPLIFY ETF TR | $5.04万 | 0.00% | 1,500 | 1,500 | — | $5.04万 | 新建仓 |
| BIDD | BLACKROCK ETF TRUST | $5.05万 | 0.00% | 1,776 | -256 | -12.6% | -$7,278 | 减仓 |
| MSEX | MIDDLESEX WTR CO | $5.05万 | 0.00% | 971 | 0 | 0.0% | — | 不变 |
| YETI | YETI HLDGS INC | $5.06万 | 0.00% | 1,383 | -702 | -33.7% | -$2.57万 | 减仓 |
| IGRO | ISHARES TR | $5.06万 | 0.00% | 604 | -18 | -2.9% | -$1,509 | 减仓 |
| AMCR | AMCOR PLC | $5.08万 | 0.00% | 1,278 | 1,278 | — | $5.08万 | 新建仓 |
| XES | SPDR SERIES TRUST | $5.08万 | 0.00% | 437 | 342 | 360.0% | $3.98万 | 加仓 |
| — | ADVISORSHARES TR | $5.09万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $5.09万 | 0.00% | 635 | 194 | 44.0% | $1.55万 | 加仓 |
| VCEB | VANGUARD WORLD FD | $5.09万 | 0.00% | 811 | 6 | 0.7% | $377 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $5.11万 | 0.00% | 819 | 275 | 50.6% | $1.72万 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $5.12万 | 0.00% | 5,149 | 0 | 0.0% | — | 不变 |
| SCHE | SCHWAB STRATEGIC TR | $5.14万 | 0.00% | 1,560 | -32 | -2.0% | -$1,054 | 减仓 |
| PSMT | PRICESMART INC | $5.15万 | 0.00% | 342 | 0 | 0.0% | — | 不变 |
| AGQ | PROSHARES TR II | $5.15万 | 0.00% | 431 | -571 | -57.0% | -$6.82万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $5.15万 | 0.00% | 1,003 | 807 | 411.7% | $4.15万 | 加仓 |
| OGN | ORGANON & CO | $5.16万 | 0.00% | 8,616 | -47 | -0.5% | -$282 | 减仓 |
| PSFF | PACER FDS TR | $5.16万 | 0.00% | 1,611 | 0 | 0.0% | — | 不变 |
| VSEC | VSE CORP | $5.18万 | 0.00% | 281 | 50 | 21.6% | $9,220 | 加仓 |
| FRDM | EA SERIES TRUST | $5.25万 | 0.00% | 960 | 244 | 34.1% | $1.33万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $5.25万 | 0.00% | 1,452 | -91 | -5.9% | -$3,291 | 减仓 |
| VNO | VORNADO RLTY TR | $5.27万 | 0.00% | 2,026 | 0 | 0.0% | — | 不变 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $5.27万 | 0.00% | 2,000 | 1,499 | 299.2% | $3.95万 | 重新持有 |
| VNT | VONTIER CORPORATION | $5.28万 | 0.00% | 1,489 | -14 | -0.9% | -$497 | 减仓 |
| MDLN | MEDLINE INC | $5.30万 | 0.00% | 1,190 | 1,190 | — | $5.30万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $5.30万 | 0.00% | 837 | -1,275 | -60.4% | -$8.08万 | 减仓 |
| — | ALPS ETF TR | $5.30万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $5.31万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| LVHD | LEGG MASON ETF INVT | $5.32万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $5.35万 | 0.00% | 531 | 23 | 4.5% | $2,317 | 加仓 |
| MBC | MASTERBRAND INC | $5.35万 | 0.00% | 6,440 | 770 | 13.6% | $6,399 | 加仓 |
| ABVX | ABIVAX SA | $5.36万 | 0.00% | 481 | 375 | 353.8% | $4.18万 | 加仓 |
| EMHY | ISHARES INC | $5.37万 | 0.00% | 1,364 | 243 | 21.7% | $9,569 | 加仓 |
| BUG | GLOBAL X FDS | $5.40万 | 0.00% | 2,151 | -3,212 | -59.9% | -$8.07万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $5.40万 | 0.00% | 1,030 | 1 | 0.1% | $52 | 加仓 |
| FLR | FLUOR CORP | $5.41万 | 0.00% | 1,160 | -43 | -3.6% | -$2,006 | 减仓 |
| SMDV | PROSHARES TR | $5.43万 | 0.00% | 790 | 0 | 0.0% | — | 不变 |
| CRNC | CERENCE INC | $5.44万 | 0.00% | 8,621 | -1,075 | -11.1% | -$6,783 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.45万 | 0.00% | 1,684 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $5.46万 | 0.00% | 6,062 | 4,500 | 288.1% | $4.05万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC | $5.47万 | 0.00% | 1,076 | -100 | -8.5% | -$5,080 | 减仓 |
| — | INNOVATOR ETFS TRUST | $5.49万 | 0.00% | 2,589 | 0 | 0.0% | — | 不变 |