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 |
|---|---|---|---|---|---|---|---|---|
| IBMR | ISHARES TR | $7.73万 | 0.00% | 3,048 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $7.73万 | 0.00% | 3,028 | -2,879 | -48.7% | -$7.35万 | 减仓 |
| HLNE | HAMILTON LANE INC | $7.73万 | 0.00% | 778 | -121 | -13.5% | -$1.20万 | 减仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.74万 | 0.00% | 12,584 | 33 | 0.3% | $203 | 加仓 |
| PEN | PENUMBRA INC | $7.75万 | 0.00% | 236 | 77 | 48.4% | $2.53万 | 加仓 |
| KWEB | KRANESHARES TRUST | $7.77万 | 0.00% | 2,735 | -215 | -7.3% | -$6,112 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.78万 | 0.00% | 1,682 | 721 | 75.0% | $3.33万 | 加仓 |
| — | ISHARES TR | $7.79万 | 0.00% | 2,969 | 98 | 3.4% | $2,570 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $7.82万 | 0.00% | 17,294 | -2,799 | -13.9% | -$1.27万 | 减仓 |
| FHI | FEDERATED HERMES INC | $7.84万 | 0.00% | 1,382 | 372 | 36.8% | $2.11万 | 加仓 |
| — | ETF SER SOLUTIONS | $7.87万 | 0.00% | 1,773 | 1,423 | 406.6% | $6.31万 | 加仓 |
| ADC | AGREE RLTY CORP | $7.87万 | 0.00% | 1,044 | -64 | -5.8% | -$4,825 | 减仓 |
| VSDM | VANGUARD MUN BD FDS | $7.89万 | 0.00% | 1,034 | 1,034 | — | $7.89万 | 新建仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $7.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $7.90万 | 0.00% | 2,622 | 1,534 | 141.0% | $4.62万 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $7.91万 | 0.00% | 2,124 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $7.92万 | 0.00% | 1,491 | 7 | 0.5% | $372 | 加仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $7.93万 | 0.00% | 6,018 | 92 | 1.6% | $1,212 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $7.93万 | 0.00% | 6,163 | -580 | -8.6% | -$7,465 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $7.93万 | 0.00% | 558 | 203 | 57.2% | $2.89万 | 加仓 |
| SFNC | SIMMONS FIRST NATL CORP | $7.94万 | 0.00% | 4,084 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.95万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $7.95万 | 0.00% | 1,685 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $7.97万 | 0.00% | 1,740 | -4,299 | -71.2% | -$19.70万 | 减仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $7.98万 | 0.00% | 3,025 | 900 | 42.4% | $2.37万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $7.99万 | 0.00% | 1,514 | 69 | 4.8% | $3,640 | 加仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $8.01万 | 0.00% | 4,286 | 747 | 21.1% | $1.40万 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $8.06万 | 0.00% | 8,100 | -800 | -9.0% | -$7,960 | 减仓 |
| ESQ | ESQUIRE FINL HLDGS INC | $8.06万 | 0.00% | 750 | 60 | 8.7% | $6,450 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.09万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| IMO | IMPERIAL OIL LTD | $8.09万 | 0.00% | 619 | 130 | 26.6% | $1.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.10万 | 0.00% | 2,387 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $8.12万 | 0.00% | 4,274 | -2,748 | -39.1% | -$5.22万 | 减仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $8.12万 | 0.00% | 5,960 | -2,696 | -31.1% | -$3.67万 | 减仓 |
| TDTT | FLEXSHARES TR | $8.14万 | 0.00% | 3,358 | 0 | 0.0% | — | 不变 |
| — | ELLINGTON CREDIT COMPANY | $8.14万 | 0.00% | 18,384 | 852 | 4.9% | $3,774 | 加仓 |
| CERS | CERUS CORP | $8.15万 | 0.00% | 44,760 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $8.16万 | 0.00% | 6,522 | -41,095 | -86.3% | -$51.41万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $8.17万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $8.17万 | 0.00% | 1,509 | -150 | -9.0% | -$8,118 | 减仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $8.19万 | 0.00% | 16,058 | -371 | -2.3% | -$1,892 | 减仓 |
| WYNN | WYNN RESORTS LTD | $8.19万 | 0.00% | 807 | -3,336 | -80.5% | -$33.86万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $8.20万 | 0.00% | 1,875 | 296 | 18.7% | $1.29万 | 加仓 |
| PLUG | PLUG PWR INC | $8.22万 | 0.00% | 36,350 | 5,920 | 19.5% | $1.34万 | 加仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $8.22万 | 0.00% | 5,305 | 4,118 | 346.9% | $6.38万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $8.23万 | 0.00% | 1,614 | 0 | 0.0% | — | 不变 |
| AIPO | TIDAL TRUST II | $8.24万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| VIRT | VIRTU FINL INC | $8.24万 | 0.00% | 1,873 | 5 | 0.3% | $220 | 加仓 |
| NAPR | INNOVATOR ETFS TRUST | $8.25万 | 0.00% | 1,510 | -67 | -4.2% | -$3,660 | 减仓 |
| — | VIRTUS DIVERSIFIED INCM & CO | $8.26万 | 0.00% | 3,400 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $8.30万 | 0.00% | 1,163 | 0 | 0.0% | — | 不变 |
| DLB | DOLBY LABORATORIES INC | $8.32万 | 0.00% | 1,385 | -83 | -5.7% | -$4,985 | 减仓 |
| GNR | SPDR INDEX SHS FDS | $8.38万 | 0.00% | 1,122 | 3 | 0.3% | $224 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $8.39万 | 0.00% | 2,179 | 20 | 0.9% | $770 | 加仓 |
| CLOZ | SERIES PORTFOLIOS TR | $8.43万 | 0.00% | 3,285 | -3,981 | -54.8% | -$10.21万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $8.44万 | 0.00% | 3,180 | 2,646 | 495.5% | $7.02万 | 加仓 |
| DOCS | DOXIMITY INC | $8.45万 | 0.00% | 3,628 | 232 | 6.8% | $5,406 | 加仓 |
| GMED | GLOBUS MED INC | $8.46万 | 0.00% | 982 | 437 | 80.2% | $3.77万 | 加仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $8.46万 | 0.00% | 3,051 | -1 | -0.0% | -$28 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $8.47万 | 0.00% | 2,305 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $8.47万 | 0.00% | 3,159 | 0 | 0.0% | — | 不变 |
| SPMB | SPDR SERIES TRUST | $8.48万 | 0.00% | 3,787 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $8.50万 | 0.00% | 1,222 | 0 | 0.0% | — | 不变 |
| GRC | GORMAN RUPP CO | $8.51万 | 0.00% | 1,370 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $8.52万 | 0.00% | 2,687 | -9,349 | -77.7% | -$29.63万 | 减仓 |
| LMND | LEMONADE INC | $8.52万 | 0.00% | 1,360 | 0 | 0.0% | — | 不变 |
| — | NEXTERA ENERGY INC | $8.54万 | 0.00% | 1,625 | 250 | 18.2% | $1.31万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $8.54万 | 0.00% | 3,051 | -277 | -8.3% | -$7,756 | 减仓 |
| MOO | VANECK ETF TRUST | $8.58万 | 0.00% | 1,015 | 595 | 141.7% | $5.03万 | 加仓 |
| — | PG&E CORP | $8.60万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| EVSB | MORGAN STANLEY ETF TRUST | $8.60万 | 0.00% | 1,695 | 0 | 0.0% | — | 不变 |
| FLHY | FRANKLIN TEMPLETON ETF TR | $8.61万 | 0.00% | 3,566 | 424 | 13.5% | $1.02万 | 加仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $8.62万 | 0.00% | 3,232 | -869 | -21.2% | -$2.32万 | 减仓 |
| SANM | SANMINA CORP | $8.62万 | 0.00% | 665 | 296 | 80.2% | $3.84万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $8.64万 | 0.00% | 962 | 6 | 0.6% | $539 | 加仓 |
| BBDC | BARINGS BDC INC | $8.67万 | 0.00% | 10,539 | 64 | 0.6% | $527 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $8.70万 | 0.00% | 1,010 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $8.71万 | 0.00% | 3,126 | -219 | -6.5% | -$6,101 | 减仓 |
| — | FEDERATED HERMES PREM MUNI I | $8.71万 | 0.00% | 7,970 | -10,983 | -57.9% | -$12.00万 | 减仓 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $8.72万 | 0.00% | 1,339 | 0 | 0.0% | — | 不变 |
| COO | COOPER COS INC | $8.74万 | 0.00% | 1,222 | -340 | -21.8% | -$2.43万 | 减仓 |
| — | THE REAL BROKERAGE INC | $8.75万 | 0.00% | 35,000 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL AS | $8.75万 | 0.00% | 1,519 | 396 | 35.3% | $2.28万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $8.76万 | 0.00% | 658 | -481 | -42.2% | -$6.40万 | 减仓 |
| FIG | FIGMA INC | $8.77万 | 0.00% | 4,147 | 400 | 10.7% | $8,456 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $8.78万 | 0.00% | 420 | -148 | -26.1% | -$3.09万 | 减仓 |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | $8.79万 | 0.00% | 2,490 | 937 | 60.3% | $3.31万 | 加仓 |
| — | PACER FDS TR | $8.80万 | 0.00% | 4,634 | -550 | -10.6% | -$1.04万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $8.83万 | 0.00% | 89,000 | 19,000 | 27.1% | $1.88万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $8.92万 | 0.00% | 3,431 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $8.93万 | 0.00% | 1,464 | 1,464 | — | $8.93万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $8.94万 | 0.00% | 9,000 | 4,000 | 80.0% | $3.97万 | 加仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $8.95万 | 0.00% | 10,250 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST BANKERS INC | $8.95万 | 0.00% | 653 | 17 | 2.7% | $2,330 | 加仓 |
| OR | OR ROYALTIES INC. | $8.97万 | 0.00% | 2,358 | 0 | 0.0% | — | 不变 |
| BCI | ABRDN ETFS | $9.00万 | 0.00% | 3,707 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $9.01万 | 0.00% | 3,128 | 320 | 11.4% | $9,215 | 加仓 |
| KJAN | INNOVATOR ETFS TRUST | $9.02万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.04万 | 0.00% | 2,377 | -218 | -8.4% | -$8,288 | 减仓 |
| GH | GUARDANT HEALTH INC | $9.07万 | 0.00% | 982 | -70 | -6.7% | -$6,466 | 减仓 |