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 |
|---|---|---|---|---|---|---|---|---|
| AMG | AFFILIATED MANAGERS GROUP | $10.82万 | 0.00% | 391 | 172 | 78.5% | $4.76万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $10.84万 | 0.00% | 6,386 | 70 | 1.1% | $1,188 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $10.84万 | 0.00% | 20,747 | 20,747 | — | $10.84万 | 新建仓 |
| EWT | ISHARES INC | $10.86万 | 0.00% | 1,531 | -130 | -7.8% | -$9,222 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $10.91万 | 0.00% | 2,266 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO EXCHANGE TRADED FD T | $10.92万 | 0.00% | 3,456 | -15 | -0.4% | -$474 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.92万 | 0.00% | 21,710 | 4,002 | 22.6% | $2.01万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $10.96万 | 0.00% | 7,648 | 34 | 0.4% | $487 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $10.98万 | 0.00% | 1,898 | 0 | 0.0% | — | 不变 |
| — | DATA I O CORP | $11.00万 | 0.00% | 43,472 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS | $11.00万 | 0.00% | 1,628 | 188 | 13.1% | $1.27万 | 加仓 |
| CC | CHEMOURS CO | $11.04万 | 0.00% | 5,011 | 4,888 | 3,974.0% | $10.77万 | 加仓 |
| — | BANK MONTREAL MEDIUM | $11.08万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| NBH | NEUBERGER MUN FD INC | $11.08万 | 0.00% | 10,913 | -950 | -8.0% | -$9,643 | 减仓 |
| VSAT | VIASAT INC | $11.12万 | 0.00% | 2,428 | 1,068 | 78.5% | $4.89万 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $11.14万 | 0.00% | 2,225 | -2,225 | -50.0% | -$11.14万 | 减仓 |
| PTMC | PACER FDS TR | $11.15万 | 0.00% | 3,049 | 1 | 0.0% | $37 | 加仓 |
| UDR | UDR INC | $11.17万 | 0.00% | 3,308 | 13 | 0.4% | $439 | 加仓 |
| IDA | IDACORP INC | $11.18万 | 0.00% | 782 | 408 | 109.1% | $5.83万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $11.19万 | 0.00% | 16,221 | -3,000 | -15.6% | -$2.07万 | 减仓 |
| IHE | ISHARES TR | $11.26万 | 0.00% | 1,299 | 588 | 82.7% | $5.10万 | 加仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.26万 | 0.00% | 10,100 | -124,433 | -92.5% | -$138.74万 | 减仓 |
| TRS | TRIMAS CORP | $11.40万 | 0.00% | 3,172 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $11.41万 | 0.00% | 2,772 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $11.42万 | 0.00% | 35,150 | -12,900 | -26.8% | -$4.19万 | 减仓 |
| IBTJ | ISHARES TR | $11.43万 | 0.00% | 5,230 | 8 | 0.2% | $175 | 加仓 |
| MKSI | MKS INC. | $11.44万 | 0.00% | 498 | 285 | 133.8% | $6.55万 | 加仓 |
| — | EVA LIVE INC | $11.45万 | 0.00% | 30,530 | 30,530 | — | $11.45万 | 新建仓 |
| NUSC | NUSHARES ETF TR | $11.46万 | 0.00% | 2,542 | 225 | 9.7% | $1.01万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $11.46万 | 0.00% | 1,744 | 209 | 13.6% | $1.37万 | 加仓 |
| INSM | INSMED INC | $11.46万 | 0.00% | 701 | -8 | -1.1% | -$1,308 | 减仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $11.48万 | 0.00% | 3,395 | 1,178 | 53.1% | $3.98万 | 加仓 |
| IBRX | IMMUNITYBIO INC | $11.49万 | 0.00% | 14,974 | 6,698 | 80.9% | $5.14万 | 加仓 |
| LRGE | LEGG MASON ETF INVT | $11.51万 | 0.00% | 1,531 | -6,626 | -81.2% | -$49.83万 | 减仓 |
| S | SENTINELONE INC | $11.51万 | 0.00% | 8,939 | -2,585 | -22.4% | -$3.33万 | 减仓 |
| TOPT | ISHARES TR | $11.63万 | 0.00% | 4,065 | -54,084 | -93.0% | -$154.79万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $11.64万 | 0.00% | 973 | -21 | -2.1% | -$2,512 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $11.67万 | 0.00% | 1,232 | -174 | -12.4% | -$1.65万 | 减仓 |
| IXG | ISHARES TR | $11.69万 | 0.00% | 1,026 | 105 | 11.4% | $1.20万 | 加仓 |
| SAN | BANCO SANTANDER SA | $11.74万 | 0.00% | 10,412 | 938 | 9.9% | $1.06万 | 加仓 |
| ENS | ENERSYS | $11.78万 | 0.00% | 678 | 172 | 34.0% | $2.99万 | 加仓 |
| KINS | KINGSTONE COS INC | $11.78万 | 0.00% | 8,085 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $11.78万 | 0.00% | 26,007 | 16,219 | 165.7% | $7.35万 | 加仓 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $11.79万 | 0.00% | 2,681 | -25 | -0.9% | -$1,099 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $11.82万 | 0.00% | 2,035 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.84万 | 0.00% | 5,008 | 5,008 | — | $11.84万 | 新建仓 |
| — | SABA CAPITAL INCOME & OPPORT | $11.86万 | 0.00% | 14,251 | 0 | 0.0% | — | 不变 |
| CHE | CHEMED CORP NEW | $11.86万 | 0.00% | 314 | -46 | -12.8% | -$1.74万 | 减仓 |
| CDE | COEUR MNG INC | $11.87万 | 0.00% | 6,324 | 6,224 | 6,224.0% | $11.68万 | 重新持有 |
| VOYG | VOYAGER TECHNOLOGIES INC | $11.92万 | 0.00% | 5,096 | 2,945 | 136.9% | $6.89万 | 加仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $11.94万 | 0.00% | 10,709 | 1,264 | 13.4% | $1.41万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $11.95万 | 0.00% | 2,489 | -101 | -3.9% | -$4,848 | 减仓 |
| FXI | ISHARES TR | $11.98万 | 0.00% | 3,336 | 2,365 | 243.6% | $8.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.98万 | 0.00% | 3,203 | 0 | 0.0% | — | 不变 |
| PRMB | PRIMO BRANDS CORPORATION | $11.98万 | 0.00% | 6,363 | 0 | 0.0% | — | 不变 |
| — | TOPBUILD COR | $12.01万 | 0.00% | 342 | 52 | 17.9% | $1.83万 | 加仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $12.03万 | 0.00% | 5,901 | 5,901 | — | $12.03万 | 新建仓 |
| PMMF | BLACKROCK ETF TRUST | $12.03万 | 0.00% | 1,197 | -653 | -35.3% | -$6.56万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $12.04万 | 0.00% | 2,263 | -280 | -11.0% | -$1.49万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $12.08万 | 0.00% | 6,024 | 1,512 | 33.5% | $3.03万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $12.09万 | 0.00% | 55 | 5 | 10.0% | $1.10万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $12.13万 | 0.00% | 4,923 | 4,923 | — | $12.13万 | 新建仓 |
| DBEU | DBX ETF TR | $12.14万 | 0.00% | 2,491 | 387 | 18.4% | $1.89万 | 加仓 |
| ING | ING GROEP N.V. | $12.14万 | 0.00% | 4,660 | 190 | 4.3% | $4,949 | 加仓 |
| AGCO | AGCO CORP | $12.15万 | 0.00% | 1,049 | 198 | 23.3% | $2.29万 | 加仓 |
| — | BNY MELLON ETF TRUST II | $12.21万 | 0.00% | 4,494 | -140 | -3.0% | -$3,803 | 减仓 |
| — | ALBEMARLE CORP | $12.23万 | 0.00% | 1,702 | -22 | -1.3% | -$1,581 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $12.27万 | 0.00% | 2,725 | 505 | 22.7% | $2.27万 | 加仓 |
| FALN | ISHARES TR | $12.29万 | 0.00% | 4,599 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $12.32万 | 0.00% | 1,155 | -52 | -4.3% | -$5,547 | 减仓 |
| — | NUVEEN NEW JERSEY | $12.36万 | 0.00% | 10,047 | 898 | 9.8% | $1.10万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $12.36万 | 0.00% | 40,264 | 900 | 2.3% | $2,763 | 加仓 |
| ICHR | ICHOR HOLDINGS | $12.37万 | 0.00% | 2,654 | 1,241 | 87.8% | $5.78万 | 加仓 |
| — | SHIFT4 PMTS INC | $12.47万 | 0.00% | 2,325 | 2,325 | — | $12.47万 | 新建仓 |
| DYN | DYNE THERAPEUTICS INC | $12.47万 | 0.00% | 6,880 | 2,000 | 41.0% | $3.63万 | 加仓 |
| MHK | MOHAWK INDS INC | $12.48万 | 0.00% | 1,268 | 47 | 3.8% | $4,627 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $12.48万 | 0.00% | 2,671 | 105 | 4.1% | $4,908 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $12.50万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $12.59万 | 0.00% | 6,624 | 443 | 7.2% | $8,417 | 加仓 |
| SUSB | ISHARES TR | $12.59万 | 0.00% | 5,022 | -1,041 | -17.2% | -$2.61万 | 减仓 |
| — | PGIM ROCK ETF TR | $12.61万 | 0.00% | 4,160 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.62万 | 0.00% | 1,533 | -879 | -36.4% | -$7.24万 | 减仓 |
| WHR | WHIRLPOOL CORP | $12.69万 | 0.00% | 2,353 | -750 | -24.2% | -$4.04万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $12.71万 | 0.00% | 2,045 | -2,102 | -50.7% | -$13.07万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $12.72万 | 0.00% | 2,673 | -380 | -12.4% | -$1.81万 | 减仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $12.75万 | 0.00% | 34,277 | 62 | 0.2% | $231 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $12.76万 | 0.00% | 639 | 510 | 395.3% | $10.18万 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $12.78万 | 0.00% | 5,745 | 4,161 | 262.7% | $9.26万 | 加仓 |
| SKE | SKEENA RES LTD NEW | $12.79万 | 0.00% | 4,304 | 4,304 | — | $12.79万 | 新建仓 |
| — | ISHARES TR | $12.83万 | 0.00% | 5,904 | -142 | -2.3% | -$3,086 | 减仓 |
| SLRC | SLR INVESTMENT CORP | $12.86万 | 0.00% | 8,987 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $12.90万 | 0.00% | 2,415 | 116 | 5.0% | $6,196 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $12.91万 | 0.00% | 5,396 | -1,716 | -24.1% | -$4.11万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.92万 | 0.00% | 5,875 | 1,773 | 43.2% | $3.90万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $12.95万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| NTES | NETEASE COM INC | $12.96万 | 0.00% | 1,158 | 1 | 0.1% | $112 | 加仓 |
| — | AMARIN CORP PLC | $12.96万 | 0.00% | 8,966 | 68 | 0.8% | $983 | 加仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $13.00万 | 0.00% | 5,789 | 4 | 0.1% | $90 | 加仓 |
| LADR | LADDER CAP CORP | $13.01万 | 0.00% | 13,321 | -19 | -0.1% | -$186 | 减仓 |
| — | INNOVATOR ETFS TRUST | $13.02万 | 0.00% | 3,368 | 0 | 0.0% | — | 不变 |