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 |
|---|---|---|---|---|---|---|---|---|
| BBHY | J P MORGAN EXCHANGE TRADED F | $6.49万 | 0.00% | 1,417 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $6.50万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $6.51万 | 0.00% | 3,270 | 0 | 0.0% | — | 不变 |
| INTA | INTAPP INC | $6.52万 | 0.00% | 2,539 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $6.54万 | 0.00% | 1,621 | -1,482 | -47.8% | -$5.98万 | 减仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $6.54万 | 0.00% | 571 | 29 | 5.4% | $3,321 | 加仓 |
| NWSA | NEWS CORP NEW | $6.57万 | 0.00% | 2,634 | 942 | 55.7% | $2.35万 | 加仓 |
| HRL | HORMEL FOODS CORP | $6.59万 | 0.00% | 2,910 | 837 | 40.4% | $1.90万 | 加仓 |
| RRC | RANGE RES CORP | $6.60万 | 0.00% | 1,460 | 257 | 21.4% | $1.16万 | 加仓 |
| NOVT | NOVANTA INC | $6.60万 | 0.00% | 559 | -111 | -16.6% | -$1.31万 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $6.60万 | 0.00% | 2,592 | -2 | -0.1% | -$51 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $6.62万 | 0.00% | 370 | 230 | 164.3% | $4.12万 | 加仓 |
| GEN | GEN DIGITAL INC | $6.65万 | 0.00% | 3,533 | 1,989 | 128.8% | $3.75万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $6.65万 | 0.00% | 3,535 | 500 | 16.5% | $9,410 | 加仓 |
| EPP | ISHARES INC | $6.65万 | 0.00% | 1,252 | -24 | -1.9% | -$1,275 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.70万 | 0.00% | 2,005 | 2,005 | — | $6.70万 | 新建仓 |
| DBX | DROPBOX INC | $6.70万 | 0.00% | 2,948 | -59 | -2.0% | -$1,340 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $6.71万 | 0.00% | 3,397 | 471 | 16.1% | $9,302 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $6.72万 | 0.00% | 465 | -19 | -3.9% | -$2,748 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $6.73万 | 0.00% | 896 | 182 | 25.5% | $1.37万 | 加仓 |
| SPUS | TIDAL TRUST I | $6.73万 | 0.00% | 1,398 | -135 | -8.8% | -$6,502 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $6.74万 | 0.00% | 951 | 370 | 63.7% | $2.62万 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $6.75万 | 0.00% | 1,400 | -1,140 | -44.9% | -$5.49万 | 减仓 |
| CNEQ | THE ALGER ETF TRUST | $6.77万 | 0.00% | 2,175 | 300 | 16.0% | $9,336 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.77万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| LQDA | LIQUIDIA CORPORATION | $6.81万 | 0.00% | 1,804 | 0 | 0.0% | — | 不变 |
| — | HEWLETT PACKARD ENTERPRISE C | $6.82万 | 0.00% | 1,057 | -517 | -32.8% | -$3.34万 | 减仓 |
| VLU | SPDR SERIES TRUST | $6.86万 | 0.00% | 319 | 135 | 73.4% | $2.90万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $6.90万 | 0.00% | 350 | 350 | — | $6.90万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6.90万 | 0.00% | 365 | 269 | 280.2% | $5.09万 | 重新持有 |
| — | JFB CONSTR HLDGS | $6.92万 | 0.00% | 11,310 | 4,234 | 59.8% | $2.59万 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $6.95万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |
| IJUL | INNOVATOR ETFS TRUST | $6.97万 | 0.00% | 2,064 | -28,028 | -93.1% | -$94.59万 | 减仓 |
| GATX | GATX CORP | $6.97万 | 0.00% | 408 | -6 | -1.4% | -$1,024 | 减仓 |
| IESC | IES HOLDINGS INC | $7.00万 | 0.00% | 147 | 49 | 50.0% | $2.33万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.04万 | 0.00% | 3,301 | -14,630 | -81.6% | -$31.22万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $7.05万 | 0.00% | 507 | -5,710 | -91.8% | -$79.36万 | 减仓 |
| — | NATHANS FAMOUS INC | $7.05万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $7.06万 | 0.00% | 724 | 226 | 45.4% | $2.21万 | 加仓 |
| CDL | VICTORY PORTFOLIOS II | $7.08万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| VSDA | VICTORY PORTFOLIOS II | $7.09万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $7.09万 | 0.00% | 2,600 | 2,600 | — | $7.09万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $7.09万 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| BGRN | ISHARES TR | $7.09万 | 0.00% | 1,495 | 11 | 0.7% | $522 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $7.11万 | 0.00% | 731 | 2 | 0.3% | $195 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $7.12万 | 0.00% | 731 | -53 | -6.8% | -$5,160 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $7.14万 | 0.00% | 1,707 | 0 | 0.0% | — | 不变 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $7.17万 | 0.00% | 779 | -192 | -19.8% | -$1.77万 | 减仓 |
| SDIV | GLOBAL X FDS | $7.18万 | 0.00% | 2,843 | 2,443 | 610.8% | $6.17万 | 加仓 |
| GENI | GENIUS SPORTS LIMITED | $7.19万 | 0.00% | 16,236 | 2,908 | 21.8% | $1.29万 | 加仓 |
| — | ABUNDIA GLOBAL IMPACT GROUP | $7.20万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| RCAT | RED CAT HLDGS INC | $7.21万 | 0.00% | 5,508 | 4,462 | 426.6% | $5.84万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $7.21万 | 0.00% | 1,675 | 86 | 5.4% | $3,703 | 加仓 |
| — | GLOBAL X FDS | $7.22万 | 0.00% | 2,337 | -79 | -3.3% | -$2,440 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $7.23万 | 0.00% | 2,175 | 1,075 | 97.7% | $3.57万 | 加仓 |
| EPR | EPR PPTYS | $7.23万 | 0.00% | 1,446 | -83 | -5.4% | -$4,148 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $7.23万 | 0.00% | 2,062 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $7.24万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $7.30万 | 0.00% | 1,734 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $7.31万 | 0.00% | 15,384 | 680 | 4.6% | $3,230 | 加仓 |
| LINE | LINEAGE INC | $7.32万 | 0.00% | 2,235 | 2,225 | 22,250.0% | $7.29万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $7.32万 | 0.00% | 1,477 | -4,389 | -74.8% | -$21.76万 | 减仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $7.33万 | 0.00% | 5,585 | 5,486 | 5,541.4% | $7.20万 | 重新持有 |
| GEM | GOLDMAN SACHS ETF TR | $7.33万 | 0.00% | 1,697 | 137 | 8.8% | $5,918 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $7.34万 | 0.00% | 2,675 | 2,204 | 467.9% | $6.05万 | 加仓 |
| NOK | NOKIA CORP | $7.36万 | 0.00% | 9,149 | 1,244 | 15.7% | $1.00万 | 加仓 |
| DOX | AMDOCS LTD | $7.37万 | 0.00% | 1,130 | -294 | -20.6% | -$1.92万 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $7.39万 | 0.00% | 2,100 | 1,400 | 200.0% | $4.93万 | 加仓 |
| AIZ | ASSURANT INC | $7.40万 | 0.00% | 340 | -44 | -11.5% | -$9,577 | 减仓 |
| — | THEMES ETF TR | $7.41万 | 0.00% | 2,569 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD | $7.41万 | 0.00% | 2,675 | -317 | -10.6% | -$8,781 | 减仓 |
| SLVM | SYLVAMO CORP | $7.41万 | 0.00% | 1,755 | -15 | -0.8% | -$634 | 减仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $7.42万 | 0.00% | 2,354 | -500 | -17.5% | -$1.57万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.42万 | 0.00% | 2,794 | 0 | 0.0% | — | 不变 |
| UBSI | UNITED BANKSHARES INC WEST V | $7.43万 | 0.00% | 1,795 | -295 | -14.1% | -$1.22万 | 减仓 |
| — | UBS AG | $7.47万 | 0.00% | 450 | 450 | — | $7.47万 | 新建仓 |
| ACMR | ACM RESH INC | $7.48万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| MDYG | SPDR SERIES TRUST | $7.48万 | 0.00% | 779 | 92 | 13.4% | $8,830 | 加仓 |
| — | CBRE GBL REAL ESTATE INC FD | $7.49万 | 0.00% | 17,072 | 2,450 | 16.8% | $1.08万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $7.52万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| QUBT | QUANTUM COMPUTING INC | $7.53万 | 0.00% | 10,988 | 3,175 | 40.6% | $2.17万 | 加仓 |
| CMBT | CMB.TECH NV | $7.55万 | 0.00% | 5,965 | 617 | 11.5% | $7,805 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7.55万 | 0.00% | 1,404 | 14 | 1.0% | $753 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $7.56万 | 0.00% | 3,436 | -9,979 | -74.4% | -$21.97万 | 减仓 |
| CUBE | CUBESMART | $7.57万 | 0.00% | 2,066 | 858 | 71.0% | $3.14万 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $7.59万 | 0.00% | 2,028 | 515 | 34.0% | $1.93万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $7.59万 | 0.00% | 3,534 | 120 | 3.5% | $2,578 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $7.60万 | 0.00% | 10,806 | 0 | 0.0% | — | 不变 |
| — | AIRO GROUP HLDGS INC | $7.61万 | 0.00% | 10,004 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP | $7.61万 | 0.00% | 1,262 | 270 | 27.2% | $1.63万 | 加仓 |
| ULS | UL SOLUTIONS INC | $7.61万 | 0.00% | 888 | -599 | -40.3% | -$5.13万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $7.62万 | 0.00% | 3,000 | 3,000 | — | $7.62万 | 新建仓 |
| SAM | BOSTON BEER INC | $7.63万 | 0.00% | 331 | -200 | -37.7% | -$4.61万 | 减仓 |
| — | TIDAL TRUST II | $7.66万 | 0.00% | 2,554 | 83 | 3.4% | $2,489 | 加仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $7.66万 | 0.00% | 392 | -31 | -7.3% | -$6,058 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $7.68万 | 0.00% | 1,108 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH YIELD OPP | $7.69万 | 0.00% | 7,196 | 6,165 | 598.0% | $6.58万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $7.69万 | 0.00% | 4,000 | 3,992 | 49,900.0% | $7.68万 | 加仓 |
| — | PGIM ROCK ETF TR | $7.70万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $7.72万 | 0.00% | 1,569 | 1,569 | — | $7.72万 | 新建仓 |