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 |
|---|---|---|---|---|---|---|---|---|
| FTAI | FTAI AVIATION LTD | $16.10万 | 0.00% | 657 | -6 | -0.9% | -$1,470 | 减仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $16.11万 | 0.00% | 23,219 | 5,493 | 31.0% | $3.81万 | 加仓 |
| RING | ISHARES INC | $16.17万 | 0.00% | 2,048 | -26,470 | -92.8% | -$209.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $16.18万 | 0.00% | 6,869 | -4,168 | -37.8% | -$9.82万 | 减仓 |
| OPRA | OPERA LTD | $16.23万 | 0.00% | 11,379 | 11,279 | 11,279.0% | $16.08万 | 加仓 |
| MDB | MONGODB INC | $16.25万 | 0.00% | 664 | -1,840 | -73.5% | -$45.04万 | 减仓 |
| BANF | BANCFIRST CORP | $16.26万 | 0.00% | 1,499 | 0 | 0.0% | — | 不变 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $16.29万 | 0.00% | 15,695 | 6,511 | 70.9% | $6.76万 | 加仓 |
| HWKN | HAWKINS INC | $16.30万 | 0.00% | 1,061 | 504 | 90.5% | $7.74万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $16.32万 | 0.00% | 7,397 | 550 | 8.0% | $1.21万 | 加仓 |
| IVLU | ISHARES TR | $16.35万 | 0.00% | 4,121 | 1,024 | 33.1% | $4.06万 | 加仓 |
| — | SARATOGA INVT CORP | $16.35万 | 0.00% | 7,477 | 2,265 | 43.5% | $4.95万 | 加仓 |
| BIIB | BIOGEN INC | $16.35万 | 0.00% | 892 | -53 | -5.6% | -$9,717 | 减仓 |
| MTN | VAIL RESORTS INC | $16.37万 | 0.00% | 1,276 | 249 | 24.2% | $3.20万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $16.40万 | 0.00% | 7,229 | 675 | 10.3% | $1.53万 | 加仓 |
| MAGS | LISTED FDS TR | $16.43万 | 0.00% | 2,836 | 1,156 | 68.8% | $6.70万 | 加仓 |
| UFOX | ETF SER SOLUTIONS | $16.44万 | 0.00% | 2,412 | 69 | 2.9% | $4,704 | 加仓 |
| NVMI | NOVA LTD | $16.46万 | 0.00% | 379 | -10 | -2.6% | -$4,343 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $16.46万 | 0.00% | 5,863 | 0 | 0.0% | — | 不变 |
| CWT | CALIFORNIA WTR SVC GROUP | $16.50万 | 0.00% | 3,639 | -290 | -7.4% | -$1.31万 | 减仓 |
| QLTA | ISHARES TR | $16.58万 | 0.00% | 3,483 | 2,251 | 182.7% | $10.71万 | 加仓 |
| — | HARBOR ETF TRUST | $16.58万 | 0.00% | 3,827 | 325 | 9.3% | $1.41万 | 加仓 |
| — | SELECT SECTOR SPDR TR | $16.58万 | 0.00% | 6,940 | -197 | -2.8% | -$4,707 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $16.65万 | 0.00% | 2,576 | -2,217 | -46.3% | -$14.33万 | 减仓 |
| ALC | ALCON AG | $16.70万 | 0.00% | 2,216 | -209 | -8.6% | -$1.57万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $16.70万 | 0.00% | 6,320 | 653 | 11.5% | $1.73万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $16.71万 | 0.00% | 1,255 | -778 | -38.3% | -$10.36万 | 减仓 |
| — | PGIM ROCK ETF TR | $16.71万 | 0.00% | 5,569 | 1,871 | 50.6% | $5.61万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $16.72万 | 0.00% | 2,080 | 663 | 46.8% | $5.33万 | 加仓 |
| — | PUTNAM ETF TRUST | $16.73万 | 0.00% | 21,444 | 2,500 | 13.2% | $1.95万 | 加仓 |
| — | CHART INDS INC | $16.81万 | 0.00% | 813 | 118 | 17.0% | $2.44万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $16.81万 | 0.00% | 1,018 | 190 | 22.9% | $3.14万 | 加仓 |
| — | NUVEEN NY AMT FREE | $17.04万 | 0.00% | 16,690 | 1,300 | 8.4% | $1.33万 | 加仓 |
| KIE | SPDR SERIES TRUST | $17.07万 | 0.00% | 3,103 | -635 | -17.0% | -$3.49万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $17.08万 | 0.00% | 7,644 | 415 | 5.7% | $9,271 | 加仓 |
| CORP | PIMCO ETF TR | $17.17万 | 0.00% | 1,773 | 3 | 0.2% | $290 | 加仓 |
| MSLC | MORGAN STANLEY PATHWAY FDS | $17.19万 | 0.00% | 3,320 | 3,320 | — | $17.19万 | 新建仓 |
| MCY | MERCURY GENL CORP NEW | $17.19万 | 0.00% | 1,950 | 0 | 0.0% | — | 不变 |
| PATH | UIPATH INC | $17.37万 | 0.00% | 15,646 | 2,870 | 22.5% | $3.19万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $17.37万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $17.38万 | 0.00% | 6,750 | 0 | 0.0% | — | 不变 |
| FSS | FEDERAL SIGNAL CORP | $17.38万 | 0.00% | 1,608 | 6 | 0.4% | $649 | 加仓 |
| STAG | STAG INDUSTRIAL INC | $17.40万 | 0.00% | 4,824 | -685 | -12.4% | -$2.47万 | 减仓 |
| ECHO | ECHOSTAR CORP | $17.40万 | 0.00% | 1,486 | 1,102 | 287.0% | $12.90万 | 加仓 |
| BTX | BLACKROCK TECH AND PRIVATE E | $17.42万 | 0.00% | 26,397 | 2,770 | 11.7% | $1.83万 | 加仓 |
| — | QORVO INC | $17.54万 | 0.00% | 2,266 | -9 | -0.4% | -$697 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $17.56万 | 0.00% | 15,323 | 599 | 4.1% | $6,864 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $17.59万 | 0.00% | 2,707 | -6 | -0.2% | -$390 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $17.60万 | 0.00% | 1,608 | -20 | -1.2% | -$2,190 | 减仓 |
| CALM | CAL MAINE FOODS INC | $17.62万 | 0.00% | 2,226 | 317 | 16.6% | $2.51万 | 加仓 |
| — | THOMSON REUTERS CORP | $17.68万 | 0.00% | 1,965 | 347 | 21.4% | $3.12万 | 加仓 |
| DKNG | DRAFTKINGS INC NEW | $17.68万 | 0.00% | 8,179 | -21,624 | -72.6% | -$46.75万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $17.75万 | 0.00% | 4,995 | 275 | 5.8% | $9,770 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $17.75万 | 0.00% | 7,532 | 6,550 | 667.0% | $15.44万 | 加仓 |
| IYT | ISHARES TR | $18.04万 | 0.00% | 2,418 | -15,611 | -86.6% | -$116.46万 | 减仓 |
| UNG | UNITED STS NAT GAS FD LP | $18.06万 | 0.00% | 15,396 | 13,332 | 645.9% | $15.64万 | 加仓 |
| EIM | EATON VANCE MUN BD FD | $18.13万 | 0.00% | 18,554 | 562 | 3.1% | $5,491 | 加仓 |
| CVNA | CARVANA CO | $18.14万 | 0.00% | 577 | -21 | -3.5% | -$6,602 | 减仓 |
| BG | BUNGE GLOBAL SA | $18.15万 | 0.00% | 1,427 | 72 | 5.3% | $9,158 | 加仓 |
| — | INNOVATOR ETFS TRUST | $18.16万 | 0.00% | 6,863 | -262 | -3.7% | -$6,931 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $18.29万 | 0.00% | 3,925 | 649 | 19.8% | $3.02万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $18.39万 | 0.00% | 1,327 | 2 | 0.2% | $277 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $18.40万 | 0.00% | 2,564 | 59 | 2.4% | $4,234 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $18.40万 | 0.00% | 18,093 | -73 | -0.4% | -$742 | 减仓 |
| — | SERIES PORTFOLIOS TR | $18.40万 | 0.00% | 7,197 | 783 | 12.2% | $2.00万 | 加仓 |
| PEGA | PEGASYSTEMS INC | $18.42万 | 0.00% | 4,328 | -802 | -15.6% | -$3.41万 | 减仓 |
| VTRS | VIATRIS INC | $18.43万 | 0.00% | 13,644 | 868 | 6.8% | $1.17万 | 加仓 |
| FLCG | FEDERATED HERMES ETF TRUST | $18.44万 | 0.00% | 6,169 | -138 | -2.2% | -$4,126 | 减仓 |
| IDCC | INTERDIGITAL INC | $18.51万 | 0.00% | 613 | 13 | 2.2% | $3,926 | 加仓 |
| DDOG | DATADOG INC | $18.53万 | 0.00% | 1,570 | -1,264 | -44.6% | -$14.92万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $18.58万 | 0.00% | 14,731 | 1,321 | 9.9% | $1.67万 | 加仓 |
| HMC | HONDA MOTOR CO LTD | $18.59万 | 0.00% | 7,645 | 2,303 | 43.1% | $5.60万 | 加仓 |
| ALAB | ASTERA LABS INC | $18.63万 | 0.00% | 1,700 | 1,356 | 394.2% | $14.86万 | 加仓 |
| INVH | INVITATION HOMES INC | $18.64万 | 0.00% | 7,500 | -574 | -7.1% | -$1.43万 | 减仓 |
| TBUX | T ROWE PRICE ETF INC | $18.65万 | 0.00% | 3,748 | 134 | 3.7% | $6,666 | 加仓 |
| MRNA | MODERNA INC | $18.65万 | 0.00% | 3,672 | 11 | 0.3% | $559 | 加仓 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $18.69万 | 0.00% | 2,452 | -128 | -5.0% | -$9,755 | 减仓 |
| WULF | TERAWULF INC | $18.73万 | 0.00% | 12,979 | 2,782 | 27.3% | $4.01万 | 加仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $18.74万 | 0.00% | 4,495 | -1,399 | -23.7% | -$5.83万 | 减仓 |
| — | KRANESHARES TRUST | $18.75万 | 0.00% | 10,020 | -3,967 | -28.4% | -$7.42万 | 减仓 |
| FID | FIRST TR EXCHANGE TRADED FD | $18.85万 | 0.00% | 9,000 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $18.93万 | 0.00% | 3,815 | -3,484 | -47.7% | -$17.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $18.94万 | 0.00% | 5,777 | -293 | -4.8% | -$9,607 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $19.03万 | 0.00% | 2,797 | 47 | 1.7% | $3,197 | 加仓 |
| E | ENI SPA | $19.06万 | 0.00% | 3,367 | -513 | -13.2% | -$2.90万 | 减仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $19.09万 | 0.00% | 14,054 | 0 | 0.0% | — | 不变 |
| STEW | SRH TOTAL RETURN FUND INC | $19.09万 | 0.00% | 11,164 | 500 | 4.7% | $8,550 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $19.11万 | 0.00% | 4,711 | -7 | -0.1% | -$284 | 减仓 |
| OSK | OSHKOSH CORP | $19.14万 | 0.00% | 1,300 | 719 | 123.8% | $10.59万 | 加仓 |
| IAK | ISHARES TR | $19.14万 | 0.00% | 1,492 | -16 | -1.1% | -$2,053 | 减仓 |
| ASH | ASHLAND INC | $19.17万 | 0.00% | 3,448 | 3,411 | 9,218.9% | $18.97万 | 加仓 |
| RELX | RELX PLC | $19.17万 | 0.00% | 5,784 | -3,379 | -36.9% | -$11.20万 | 减仓 |
| RS | RELIANCE INC | $19.19万 | 0.00% | 631 | 126 | 25.0% | $3.83万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $19.22万 | 0.00% | 2,244 | 2,081 | 1,276.7% | $17.83万 | 加仓 |
| WMG | WARNER MUSIC GROUP CORP | $19.25万 | 0.00% | 7,536 | 7,240 | 2,445.9% | $18.49万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $19.28万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $19.32万 | 0.00% | 895 | -306 | -25.5% | -$6.61万 | 减仓 |
| UBND | VICTORY PORTFOLIOS II | $19.35万 | 0.00% | 8,884 | -227 | -2.5% | -$4,944 | 减仓 |
| — | THEMES ETF TR | $19.37万 | 0.00% | 5,025 | 25 | 0.5% | $964 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $19.45万 | 0.00% | 4,881 | -512 | -9.5% | -$2.04万 | 减仓 |