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 |
|---|---|---|---|---|---|---|---|---|
| — | PGIM ROCK ETF TR | $19.51万 | 0.00% | 6,571 | -855 | -11.5% | -$2.54万 | 减仓 |
| TECH | BIO-TECHNE CORP | $19.57万 | 0.00% | 3,744 | 653 | 21.1% | $3.41万 | 加仓 |
| EVSM | MORGAN STANLEY ETF TRUST | $19.57万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| MEAR | ISHARES U S ETF TR | $19.63万 | 0.00% | 3,900 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $19.67万 | 0.00% | 5,319 | 269 | 5.3% | $9,948 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $19.69万 | 0.00% | 4,611 | 27 | 0.6% | $1,153 | 加仓 |
| — | EATON VANCE NATL MUN OPPORT | $19.70万 | 0.00% | 11,504 | 1,459 | 14.5% | $2.50万 | 加仓 |
| FRO | FRONTLINE PLC | $19.79万 | 0.00% | 5,677 | -3,826 | -40.3% | -$13.34万 | 减仓 |
| VZLA | VIZSLA SILVER CORP | $19.80万 | 0.00% | 60,006 | 60,006 | — | $19.80万 | 新建仓 |
| GNMA | ISHARES TR | $19.81万 | 0.00% | 4,468 | 4,342 | 3,446.0% | $19.25万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $19.83万 | 0.00% | 6,501 | 186 | 2.9% | $5,675 | 加仓 |
| ACHR | ARCHER AVIATION INC | $19.84万 | 0.00% | 38,376 | -28,658 | -42.8% | -$14.82万 | 减仓 |
| TTC | TORO CO | $19.96万 | 0.00% | 2,136 | 337 | 18.7% | $3.15万 | 加仓 |
| — | OCCIDENTAL PETE CORP | $20.01万 | 0.00% | 4,664 | -234 | -4.8% | -$1.00万 | 减仓 |
| DLTR | DOLLAR TREE INC | $20.02万 | 0.00% | 1,828 | 8 | 0.4% | $876 | 加仓 |
| XBGYX | BLACKROCK ENHANCED INTL DIV | $20.03万 | 0.00% | 37,026 | 34,137 | 1,181.6% | $18.47万 | 加仓 |
| — | WISDOMTREE TR | $20.06万 | 0.00% | 1,734 | 1,410 | 435.2% | $16.32万 | 加仓 |
| RMD | RESMED INC | $20.20万 | 0.00% | 900 | -233 | -20.6% | -$5.23万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $20.21万 | 0.00% | 3,774 | -26 | -0.7% | -$1,392 | 减仓 |
| — | ISHARES TR | $20.27万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ECH | ISHARES INC | $20.29万 | 0.00% | 5,104 | 5,000 | 4,807.7% | $19.88万 | 加仓 |
| ACI | ALBERTSONS COS INC | $20.34万 | 0.00% | 11,939 | 1,471 | 14.1% | $2.51万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC | $20.39万 | 0.00% | 769 | -2,830 | -78.6% | -$75.04万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $20.57万 | 0.00% | 21,768 | 87 | 0.4% | $822 | 加仓 |
| IBDV | ISHARES TR | $20.66万 | 0.00% | 9,436 | 2,498 | 36.0% | $5.47万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $20.66万 | 0.00% | 1,991 | 100 | 5.3% | $1.04万 | 加仓 |
| LCII | LCI INDS | $20.73万 | 0.00% | 1,686 | 6 | 0.4% | $738 | 加仓 |
| XMLV | INVESCO EXCH TRADED FD TR II | $20.74万 | 0.00% | 3,294 | -4,955 | -60.1% | -$31.20万 | 减仓 |
| — | CB FINL SVCS INC | $20.78万 | 0.00% | 6,080 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TR EXCHNG TRADED FD VI | $20.81万 | 0.00% | 4,699 | -38 | -0.8% | -$1,683 | 减仓 |
| MLR | MILLER INDS INC TENN | $20.84万 | 0.00% | 4,576 | 0 | 0.0% | — | 不变 |
| USAR | USA RARE EARTH INC | $20.87万 | 0.00% | 13,790 | 13,490 | 4,496.7% | $20.42万 | 加仓 |
| GRPM | INVESCO EXCHANGE TRADED FD T | $20.93万 | 0.00% | 1,770 | 252 | 16.6% | $2.98万 | 加仓 |
| — | MFS HIGH INCOME MUN TR | $20.93万 | 0.00% | 56,409 | -31,448 | -35.8% | -$11.67万 | 减仓 |
| LEA | LEAR CORP | $20.99万 | 0.00% | 1,733 | 74 | 4.5% | $8,961 | 加仓 |
| NTRS | NORTHERN TR CORP | $21.00万 | 0.00% | 1,505 | 583 | 63.2% | $8.13万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC | $21.00万 | 0.00% | 11,495 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $21.02万 | 0.00% | 6,258 | -6,274 | -50.1% | -$21.07万 | 减仓 |
| AX | AXOS FINANCIAL INC | $21.12万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| VGLT | VANGUARD SCOTTSDALE FDS | $21.16万 | 0.00% | 3,823 | -64,438 | -94.4% | -$356.67万 | 减仓 |
| ACM | AECOM | $21.18万 | 0.00% | 2,497 | 766 | 44.3% | $6.50万 | 加仓 |
| NTRA | NATERA INC | $21.20万 | 0.00% | 1,060 | 143 | 15.6% | $2.86万 | 加仓 |
| BBAG | J P MORGAN EXCHANGE TRADED F | $21.24万 | 0.00% | 4,602 | 441 | 10.6% | $2.04万 | 加仓 |
| ARW | ARROW ELECTRS INC | $21.31万 | 0.00% | 1,486 | -17 | -1.1% | -$2,438 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $21.35万 | 0.00% | 35,469 | 1,921 | 5.7% | $1.16万 | 加仓 |
| EEMA | ISHARES INC | $21.36万 | 0.00% | 2,231 | -59 | -2.6% | -$5,648 | 减仓 |
| POST | POST HLDGS INC | $21.38万 | 0.00% | 2,163 | -3,087 | -58.8% | -$30.52万 | 减仓 |
| IBDU | ISHARES TR | $21.39万 | 0.00% | 9,194 | -1,914 | -17.2% | -$4.45万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $21.42万 | 0.00% | 18,000 | 18,000 | — | $21.42万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $21.43万 | 0.00% | 1,562 | -2,344 | -60.0% | -$32.16万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $21.46万 | 0.00% | 37,644 | -362 | -1.0% | -$2,063 | 减仓 |
| BUXX | EA SERIES TRUST | $21.46万 | 0.00% | 10,599 | 10,599 | — | $21.46万 | 新建仓 |
| RONB | BARON ETF TR | $21.47万 | 0.00% | 9,387 | 9,387 | — | $21.47万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.52万 | 0.00% | 8,398 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $21.53万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $21.58万 | 0.00% | 5,107 | 1,179 | 30.0% | $4.98万 | 加仓 |
| NOCT | INNOVATOR ETFS TRUST | $21.61万 | 0.00% | 3,834 | -241 | -5.9% | -$1.36万 | 减仓 |
| KXI | ISHARES TR | $21.64万 | 0.00% | 3,229 | 900 | 38.6% | $6.03万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.66万 | 0.00% | 1,022 | -4 | -0.4% | -$848 | 减仓 |
| ARKG | ARK ETF TR | $21.66万 | 0.00% | 8,199 | -577 | -6.6% | -$1.52万 | 减仓 |
| CPT | CAMDEN PPTY TR | $21.66万 | 0.00% | 2,218 | 403 | 22.2% | $3.94万 | 加仓 |
| CNM | CORE & MAIN INC | $21.80万 | 0.00% | 4,412 | 1,758 | 66.2% | $8.68万 | 加仓 |
| LAD | LITHIA MTRS INC | $21.80万 | 0.00% | 873 | -112 | -11.4% | -$2.80万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $21.84万 | 0.00% | 2,289 | 1,114 | 94.8% | $10.63万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $21.99万 | 0.00% | 9,056 | 0 | 0.0% | — | 不变 |
| JETS | ETF SER SOLUTIONS | $22.05万 | 0.00% | 8,954 | 49 | 0.6% | $1,207 | 加仓 |
| — | WEBSTER FINL CORP | $22.07万 | 0.00% | 3,180 | 203 | 6.8% | $1.41万 | 加仓 |
| NJAN | INNOVATOR ETFS TRUST | $22.14万 | 0.00% | 4,148 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $22.14万 | 0.00% | 19,086 | 5,250 | 37.9% | $6.09万 | 加仓 |
| — | NUVEEN PA INVT QUALITY MUN F | $22.20万 | 0.00% | 18,605 | 500 | 2.8% | $5,965 | 加仓 |
| CHWY | CHEWY INC | $22.21万 | 0.00% | 8,225 | -599 | -6.8% | -$1.62万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $22.21万 | 0.00% | 1,247 | -200 | -13.8% | -$3.56万 | 减仓 |
| HEI/A | HEICO CORP NEW | $22.34万 | 0.00% | 1,058 | -16 | -1.5% | -$3,379 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $22.37万 | 0.00% | 32,557 | 8,534 | 35.5% | $5.86万 | 加仓 |
| TRFM | ETF SER SOLUTIONS | $22.41万 | 0.00% | 4,825 | 1,448 | 42.9% | $6.73万 | 加仓 |
| FOXA | FOX CORP | $22.45万 | 0.00% | 3,845 | 3 | 0.1% | $175 | 加仓 |
| POOL | POOL CORP | $22.59万 | 0.00% | 1,117 | 125 | 12.6% | $2.53万 | 加仓 |
| — | TIDAL TRUST III | $22.62万 | 0.00% | 13,000 | 8,400 | 182.6% | $14.62万 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $22.67万 | 0.00% | 6,644 | 5 | 0.1% | $171 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $22.68万 | 0.00% | 2,445 | -325 | -11.7% | -$3.01万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $22.69万 | 0.00% | 7,804 | -9 | -0.1% | -$262 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $22.70万 | 0.00% | 9,857 | 6,495 | 193.2% | $14.95万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.75万 | 0.00% | 7,119 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $22.75万 | 0.00% | 2,573 | -319 | -11.0% | -$2.82万 | 减仓 |
| IWL | ISHARES TR | $22.76万 | 0.00% | 1,418 | 104 | 7.9% | $1.67万 | 加仓 |
| HYLB | DBX ETF TR | $22.76万 | 0.00% | 6,295 | -1,820 | -22.4% | -$6.58万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $22.77万 | 0.00% | 10,512 | 5,431 | 106.9% | $11.76万 | 加仓 |
| BAX | BAXTER INTL INC | $22.88万 | 0.00% | 13,621 | 5,197 | 61.7% | $8.73万 | 加仓 |
| VRSN | VERISIGN INC | $22.92万 | 0.00% | 923 | -31 | -3.2% | -$7,699 | 减仓 |
| TRP | TC ENERGY CORP | $23.04万 | 0.00% | 3,682 | -534 | -12.7% | -$3.34万 | 减仓 |
| CLSE | TRUST FOR PROFESSIONAL MANAG | $23.08万 | 0.00% | 8,202 | 7,252 | 763.4% | $20.41万 | 加仓 |
| FMF | FIRST TR EXCHANGE-TRADED FD | $23.11万 | 0.00% | 4,566 | -208 | -4.4% | -$1.05万 | 减仓 |
| FCN | FTI CONSULTING INC | $23.19万 | 0.00% | 1,312 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP | $23.22万 | 0.00% | 911 | 70 | 8.3% | $1.78万 | 加仓 |
| BMEZ | BLACKROCK HEALTH SCIENCES TE | $23.33万 | 0.00% | 16,244 | 1,557 | 10.6% | $2.24万 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $23.34万 | 0.00% | 2,041 | 0 | 0.0% | — | 不变 |
| SBSW | SIBANYE STILLWATER LTD | $23.36万 | 0.00% | 18,959 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $23.40万 | 0.00% | 5,933 | 5,551 | 1,453.1% | $21.89万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $23.41万 | 0.00% | 1,926 | 608 | 46.1% | $7.39万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $23.45万 | 0.00% | 25,000 | 8,394 | 50.5% | $7.87万 | 加仓 |