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 |
|---|---|---|---|---|---|---|---|---|
| FTRB | FEDERATED HERMES ETF TRUST | $9.07万 | 0.00% | 3,608 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $9.08万 | 0.00% | 2,025 | -1,031 | -33.7% | -$4.62万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9.09万 | 0.00% | 3,130 | 3,130 | — | $9.09万 | 新建仓 |
| CALX | CALIX INC | $9.12万 | 0.00% | 1,861 | 1,803 | 3,108.6% | $8.83万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.12万 | 0.00% | 2,200 | 2,200 | — | $9.12万 | 新建仓 |
| — | FITLIFE BRANDS INC | $9.12万 | 0.00% | 6,425 | 2,947 | 84.7% | $4.18万 | 加仓 |
| THYF | T ROWE PRICE ETF INC | $9.13万 | 0.00% | 1,790 | 1,790 | — | $9.13万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $9.13万 | 0.00% | 2,456 | -1,371 | -35.8% | -$5.10万 | 减仓 |
| — | DUKE ENERGY CORP NEW | $9.15万 | 0.00% | 83,000 | 18,000 | 27.7% | $1.98万 | 加仓 |
| SLDP | SOLID POWER INC | $9.15万 | 0.00% | 30,500 | 0 | 0.0% | — | 不变 |
| DFEM | DIMENSIONAL ETF TRUST | $9.15万 | 0.00% | 2,649 | 0 | 0.0% | — | 不变 |
| PLMR | PALOMAR HLDGS INC | $9.19万 | 0.00% | 769 | 590 | 329.6% | $7.05万 | 加仓 |
| AGOX | STARBOARD INVT TR | $9.20万 | 0.00% | 3,455 | -2,074 | -37.5% | -$5.52万 | 减仓 |
| NVR | NVR INC | $9.23万 | 0.00% | 14 | 2 | 16.7% | $1.32万 | 加仓 |
| QQA | INVESCO ACTIVELY MANAGED EXC | $9.23万 | 0.00% | 1,850 | 1,850 | — | $9.23万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $9.24万 | 0.00% | 1,604 | 80 | 5.2% | $4,607 | 加仓 |
| ITRI | ITRON INC | $9.24万 | 0.00% | 1,031 | -76 | -6.9% | -$6,812 | 减仓 |
| AIR | AAR CORP | $9.26万 | 0.00% | 846 | 50 | 6.3% | $5,473 | 加仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $9.27万 | 0.00% | 5,488 | 2,430 | 79.5% | $4.10万 | 加仓 |
| XDEC | FIRST TR EXCHNG TRADED FD VI | $9.27万 | 0.00% | 2,300 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $9.30万 | 0.00% | 2,786 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $9.31万 | 0.00% | 1,755 | 0 | 0.0% | — | 不变 |
| BHB | BAR HBR BANKSHARES | $9.31万 | 0.00% | 2,869 | 3 | 0.1% | $97 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $9.31万 | 0.00% | 1,176 | -74 | -5.9% | -$5,859 | 减仓 |
| DPG | DUFF & PHELPS UTLITY AND INF | $9.36万 | 0.00% | 6,481 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC | $9.38万 | 0.00% | 1,018 | 10 | 1.0% | $921 | 加仓 |
| NICE | NICE LTD | $9.38万 | 0.00% | 851 | 6 | 0.7% | $662 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $9.41万 | 0.00% | 2,633 | 1 | 0.0% | $36 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST | $9.41万 | 0.00% | 500 | 500 | — | $9.41万 | 新建仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $9.42万 | 0.00% | 1,669 | 1 | 0.1% | $56 | 加仓 |
| NUMV | NUSHARES ETF TR | $9.43万 | 0.00% | 2,433 | -139 | -5.4% | -$5,388 | 减仓 |
| BGIG | ETF SER SOLUTIONS | $9.44万 | 0.00% | 2,839 | 2,839 | — | $9.44万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $9.45万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| DSTL | ETF SER SOLUTIONS | $9.47万 | 0.00% | 1,637 | 0 | 0.0% | — | 不变 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $9.48万 | 0.00% | 8,824 | -1,088 | -11.0% | -$1.17万 | 减仓 |
| — | NUVEEN NY DIVI ADV | $9.48万 | 0.00% | 8,500 | -1,500 | -15.0% | -$1.67万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9.49万 | 0.00% | 1,468 | 1,215 | 480.2% | $7.85万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $9.49万 | 0.00% | 1,186 | -1,607 | -57.5% | -$12.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $9.51万 | 0.00% | 2,741 | -1,292 | -32.0% | -$4.48万 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $9.52万 | 0.00% | 8,643 | 0 | 0.0% | — | 不变 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $9.57万 | 0.00% | 6,771 | -23 | -0.3% | -$325 | 减仓 |
| DTCR | GLOBAL X FDS | $9.57万 | 0.00% | 3,995 | 2,179 | 120.0% | $5.22万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $9.59万 | 0.00% | 7,759 | 2,540 | 48.7% | $3.14万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $9.63万 | 0.00% | 6,708 | 3,941 | 142.4% | $5.66万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $9.63万 | 0.00% | 2,546 | -1,104 | -30.2% | -$4.17万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.68万 | 0.00% | 3,678 | 0 | 0.0% | — | 不变 |
| STK | COLUMBIA SELIGM PREM TECH GR | $9.76万 | 0.00% | 2,574 | 112 | 4.5% | $4,248 | 加仓 |
| — | ISHARES TR | $9.79万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $9.79万 | 0.00% | 4,162 | 1,605 | 62.8% | $3.78万 | 加仓 |
| VAL | VALARIS LTD | $9.80万 | 0.00% | 1,000 | 1,000 | — | $9.80万 | 新建仓 |
| SECT | NORTHERN LTS FD TR IV | $9.83万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ETHEREUM FD | $9.86万 | 0.00% | 4,721 | 64 | 1.4% | $1,336 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.88万 | 0.00% | 12,446 | 10,093 | 428.9% | $8.01万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $9.88万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $9.89万 | 0.00% | 3,139 | -15,217 | -82.9% | -$47.95万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $9.94万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $9.95万 | 0.00% | 9,269 | 1,170 | 14.4% | $1.26万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.96万 | 0.00% | 3,049 | 0 | 0.0% | — | 不变 |
| ESE | ESCO TECHNOLOGIES INC | $9.99万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $10.00万 | 0.00% | 1,360 | -654 | -32.5% | -$4.81万 | 减仓 |
| MRX | MAREX GROUP PLC | $10.00万 | 0.00% | 2,243 | 0 | 0.0% | — | 不变 |
| BJUN | INNOVATOR ETFS TRUST | $10.00万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $10.00万 | 0.00% | 2,695 | -304 | -10.1% | -$1.13万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $10.01万 | 0.00% | 669 | 157 | 30.7% | $2.35万 | 加仓 |
| — | BANK AMERICA CORP | $10.01万 | 0.00% | 84 | 24 | 40.0% | $2.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.01万 | 0.00% | 3,477 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $10.03万 | 0.00% | 16,737 | 2,716 | 19.4% | $1.63万 | 加仓 |
| ESTC | ELASTIC N V | $10.04万 | 0.00% | 2,009 | -12 | -0.6% | -$600 | 减仓 |
| BKE | BUCKLE INC | $10.07万 | 0.00% | 2,000 | -2,330 | -53.8% | -$11.73万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $10.13万 | 0.00% | 3,363 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $10.14万 | 0.00% | 1,455 | 0 | 0.0% | — | 不变 |
| — | MFS ACTIVE EXCHANGE TRADED F | $10.14万 | 0.00% | 4,081 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $10.14万 | 0.00% | 4,320 | 110 | 2.6% | $2,583 | 加仓 |
| FTV | FORTIVE CORP | $10.21万 | 0.00% | 1,847 | 24 | 1.3% | $1,327 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $10.21万 | 0.00% | 22,103 | 1,083 | 5.2% | $5,003 | 加仓 |
| — | ISHARES TR | $10.37万 | 0.00% | 2,168 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $10.38万 | 0.00% | 2,906 | -1 | -0.0% | -$36 | 减仓 |
| TWLO | TWILIO INC | $10.41万 | 0.00% | 827 | -504 | -37.9% | -$6.34万 | 减仓 |
| — | DOMINARI HOLDINGS INC | $10.43万 | 0.00% | 32,103 | 32,098 | 641,960.0% | $10.43万 | 加仓 |
| CSHI | NEOS ETF TRUST | $10.45万 | 0.00% | 2,100 | 175 | 9.1% | $8,712 | 加仓 |
| — | NUVEEN N Y MUN VALUE FD | $10.46万 | 0.00% | 12,526 | -100 | -0.8% | -$835 | 减仓 |
| MXI | ISHARES TR | $10.46万 | 0.00% | 985 | 0 | 0.0% | — | 不变 |
| ONDS | ONDAS INC | $10.54万 | 0.00% | 11,663 | 7,265 | 165.2% | $6.57万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.55万 | 0.00% | 3,241 | 750 | 30.1% | $2.44万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $10.57万 | 0.00% | 3,925 | 2,170 | 123.6% | $5.84万 | 加仓 |
| BTU | PEABODY ENGR CORP | $10.58万 | 0.00% | 3,210 | 3,137 | 4,297.3% | $10.33万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $10.58万 | 0.00% | 4,249 | 2,312 | 119.4% | $5.76万 | 加仓 |
| HYFI | AB ACTIVE ETFS INC | $10.59万 | 0.00% | 2,848 | -93 | -3.2% | -$3,459 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $10.61万 | 0.00% | 1,830 | 0 | 0.0% | — | 不变 |
| OSIS | OSI SYSTEMS INC | $10.62万 | 0.00% | 400 | -173 | -30.2% | -$4.59万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $10.63万 | 0.00% | 4,604 | 72 | 1.6% | $1,662 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $10.64万 | 0.00% | 1,125 | 25 | 2.3% | $2,365 | 加仓 |
| — | VENTAS RLTY LTD PARTNERSHIP | $10.71万 | 0.00% | 72,000 | 15,000 | 26.3% | $2.23万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $10.72万 | 0.00% | 5,067 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $10.73万 | 0.00% | 1,652 | 0 | 0.0% | — | 不变 |
| XRAY | DENTSPLY SIRONA INC | $10.75万 | 0.00% | 9,269 | 6,950 | 299.7% | $8.06万 | 加仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $10.76万 | 0.00% | 23,235 | 109 | 0.5% | $505 | 加仓 |
| PALC | PACER FDS TR | $10.78万 | 0.00% | 2,081 | 0 | 0.0% | — | 不变 |
| SON | SONOCO PRODS CO | $10.81万 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| VIK | VIKING HOLDINGS LTD | $10.82万 | 0.00% | 1,473 | 1,296 | 732.2% | $9.52万 | 加仓 |