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 |
|---|---|---|---|---|---|---|---|---|
| GDEC | FIRST TR EXCHNG TRADED FD VI | $23.51万 | 0.00% | 6,351 | 0 | 0.0% | — | 不变 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $23.62万 | 0.00% | 14,835 | -1,500 | -9.2% | -$2.39万 | 减仓 |
| — | PGIM ROCK ETF TR | $23.87万 | 0.00% | 8,053 | 0 | 0.0% | — | 不变 |
| WMS | ADVANCED DRAIN SYS INC DEL | $23.88万 | 0.00% | 1,741 | 96 | 5.8% | $1.32万 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $23.96万 | 0.00% | 12,987 | 8,950 | 221.7% | $16.51万 | 加仓 |
| TDW | TIDEWATER INC NEW | $23.96万 | 0.00% | 2,868 | 2,435 | 562.4% | $20.34万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $24.17万 | 0.00% | 6,202 | 825 | 15.3% | $3.22万 | 加仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $24.18万 | 0.00% | 5,859 | 3,337 | 132.3% | $13.77万 | 加仓 |
| IWX | ISHARES TR | $24.26万 | 0.00% | 2,618 | 755 | 40.5% | $7.00万 | 加仓 |
| MDU | MDU RES GROUP INC | $24.29万 | 0.00% | 11,723 | 0 | 0.0% | — | 不变 |
| — | WINCHESTER BANCORP INC | $24.29万 | 0.00% | 19,127 | 0 | 0.0% | — | 不变 |
| PAR | PAR TECHNOLOGY CORP | $24.35万 | 0.00% | 18,270 | 6,333 | 53.1% | $8.44万 | 加仓 |
| — | DBX ETF TR | $24.40万 | 0.00% | 4,610 | 4,610 | — | $24.40万 | 新建仓 |
| — | ALPS ETF TR | $24.42万 | 0.00% | 4,665 | 4,165 | 833.0% | $21.80万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $24.45万 | 0.00% | 35,180 | 9,415 | 36.5% | $6.54万 | 加仓 |
| — | WELLS FARGO & CO | $24.49万 | 0.00% | 212 | 5 | 2.4% | $5,775 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.53万 | 0.00% | 8,208 | -12,438 | -60.2% | -$37.17万 | 减仓 |
| CNDT | CONDUENT INC | $24.56万 | 0.00% | 191,850 | -73,884 | -27.8% | -$9.46万 | 减仓 |
| FHB | FIRST HAWAIIAN INC | $24.59万 | 0.00% | 9,981 | 456 | 4.8% | $1.12万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $24.65万 | 0.00% | 6,660 | 1,997 | 42.8% | $7.39万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $24.68万 | 0.00% | 2,766 | -264 | -8.7% | -$2.36万 | 减仓 |
| MTZ | MASTEC INC | $24.81万 | 0.00% | 771 | -172 | -18.2% | -$5.53万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $24.85万 | 0.00% | 1,374 | 206 | 17.6% | $3.73万 | 加仓 |
| EWC | ISHARES INC | $24.86万 | 0.00% | 4,538 | -10,838 | -70.5% | -$59.38万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $24.94万 | 0.00% | 4,725 | -260 | -5.2% | -$1.37万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $24.95万 | 0.00% | 7,009 | -524 | -7.0% | -$1.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $25.02万 | 0.00% | 10,435 | 10,435 | — | $25.02万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $25.02万 | 0.00% | 13,240 | 13,240 | — | $25.02万 | 新建仓 |
| — | NUVEEN VA QUALITY MUN INCOM | $25.20万 | 0.00% | 22,242 | 3,664 | 19.7% | $4.15万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $25.22万 | 0.00% | 5,973 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $25.34万 | 0.00% | 3,132 | 522 | 20.0% | $4.22万 | 加仓 |
| ROUS | LATTICE STRATEGIES TR | $25.35万 | 0.00% | 4,294 | 1 | 0.0% | $59 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $25.40万 | 0.00% | 2,579 | 0 | 0.0% | — | 不变 |
| PRM | PERIMETER SOLUTIONS INC | $25.48万 | 0.00% | 10,434 | 150 | 1.5% | $3,663 | 加仓 |
| VFC | V F CORP | $25.52万 | 0.00% | 15,023 | -54 | -0.4% | -$917 | 减仓 |
| SBGI | SINCLAIR INC | $25.56万 | 0.00% | 19,755 | 2,158 | 12.3% | $2.79万 | 加仓 |
| HAWX | ISHARES TR | $25.62万 | 0.00% | 6,265 | -381 | -5.7% | -$1.56万 | 减仓 |
| — | ABRDN NATL MUN INCOME FD | $25.66万 | 0.00% | 25,766 | -4,135 | -13.8% | -$4.12万 | 减仓 |
| ISCG | ISHARES TR | $25.69万 | 0.00% | 4,688 | 1 | 0.0% | $55 | 加仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $25.72万 | 0.00% | 26,793 | 17,751 | 196.3% | $17.04万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $25.77万 | 0.00% | 11,121 | -19,931 | -64.2% | -$46.19万 | 减仓 |
| AVY | AVERY DENNISON CORP | $25.83万 | 0.00% | 1,496 | 71 | 5.0% | $1.23万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $25.86万 | 0.00% | 7,106 | 0 | 0.0% | — | 不变 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $25.89万 | 0.00% | 14,086 | -239 | -1.7% | -$4,393 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $25.91万 | 0.00% | 5,300 | 200 | 3.9% | $9,778 | 加仓 |
| ONON | ON HLDG AG | $25.91万 | 0.00% | 7,617 | -42,972 | -84.9% | -$146.19万 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $25.93万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $25.95万 | 0.00% | 5,304 | -173 | -3.2% | -$8,465 | 减仓 |
| — | INNOVATOR ETFS TRUST | $26.00万 | 0.00% | 9,722 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $26.08万 | 0.00% | 11,318 | 337 | 3.1% | $7,764 | 加仓 |
| OVV | OVINTIV INC | $26.11万 | 0.00% | 4,399 | 249 | 6.0% | $1.48万 | 加仓 |
| XBIL | RBB FD INC | $26.15万 | 0.00% | 5,226 | -768 | -12.8% | -$3.84万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $26.16万 | 0.00% | 5,640 | -5,266 | -48.3% | -$24.43万 | 减仓 |
| MOD | MODINE MFG CO | $26.20万 | 0.00% | 1,209 | 0 | 0.0% | — | 不变 |
| CLBT | CELLEBRITE DI LTD | $26.23万 | 0.00% | 19,035 | -7,248 | -27.6% | -$9.99万 | 减仓 |
| SMMU | PIMCO ETF TR | $26.23万 | 0.00% | 5,200 | 2,600 | 100.0% | $13.12万 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $26.24万 | 0.00% | 7,598 | -13,591 | -64.1% | -$46.94万 | 减仓 |
| BMI | BADGER METER INC | $26.35万 | 0.00% | 1,729 | 15 | 0.9% | $2,286 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $26.39万 | 0.00% | 5,385 | 2,638 | 96.0% | $12.93万 | 加仓 |
| — | ISHARES TR | $26.40万 | 0.00% | 10,059 | 257 | 2.6% | $6,745 | 加仓 |
| VNM | VANECK ETF TRUST | $26.41万 | 0.00% | 15,255 | 15,000 | 5,882.4% | $25.96万 | 加仓 |
| L | LOEWS CORP | $26.41万 | 0.00% | 2,474 | -5,463 | -68.8% | -$58.32万 | 减仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $26.43万 | 0.00% | 3,626 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $26.49万 | 0.00% | 5,587 | 104 | 1.9% | $4,931 | 加仓 |
| KAI | KADANT INC | $26.49万 | 0.00% | 906 | -52 | -5.4% | -$1.52万 | 减仓 |
| RMT | ROYCE MICRO-CAP TR INC | $26.60万 | 0.00% | 23,515 | -217 | -0.9% | -$2,454 | 减仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $26.64万 | 0.00% | 9,995 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $26.64万 | 0.00% | 3,263 | 108 | 3.4% | $8,818 | 加仓 |
| FICO | FAIR ISAAC CORP | $26.69万 | 0.00% | 250 | 13 | 5.5% | $1.39万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $26.71万 | 0.00% | 8,230 | 183 | 2.3% | $5,940 | 加仓 |
| HAS | HASBRO INC | $26.76万 | 0.00% | 2,859 | 203 | 7.6% | $1.90万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $26.86万 | 0.00% | 6,022 | -3,681 | -37.9% | -$16.42万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $26.88万 | 0.00% | 7,986 | 1,477 | 22.7% | $4.97万 | 加仓 |
| CVBF | CVB FINL CORP | $26.90万 | 0.00% | 13,872 | -1,556 | -10.1% | -$3.02万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $26.92万 | 0.00% | 8,524 | -7,289 | -46.1% | -$23.02万 | 减仓 |
| TRMB | TRIMBLE INC | $26.94万 | 0.00% | 4,130 | -660 | -13.8% | -$4.31万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $27.04万 | 0.00% | 10,598 | -13,050 | -55.2% | -$33.29万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $27.08万 | 0.00% | 6,997 | -300 | -4.1% | -$1.16万 | 减仓 |
| ICVT | ISHARES TR | $27.08万 | 0.00% | 2,661 | -1,331 | -33.3% | -$13.55万 | 减仓 |
| PBI | PITNEY BOWES INC | $27.12万 | 0.00% | 24,541 | 44 | 0.2% | $486 | 加仓 |
| USFD | US FOODS HLDG CORP | $27.15万 | 0.00% | 2,945 | 240 | 8.9% | $2.21万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $27.16万 | 0.00% | 30,116 | 8,743 | 40.9% | $7.89万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.28万 | 0.00% | 11,368 | 0 | 0.0% | — | 不变 |
| IONS | IONIS PHARMACEUTICALS INC | $27.33万 | 0.00% | 3,639 | 2,570 | 240.4% | $19.30万 | 加仓 |
| — | NEOS ETF TRUST | $27.33万 | 0.00% | 4,805 | 4,805 | — | $27.33万 | 新建仓 |
| SAIA | SAIA INC | $27.36万 | 0.00% | 779 | 5 | 0.6% | $1,756 | 加仓 |
| RITM | RITHM CAPITAL CORP | $27.38万 | 0.00% | 28,885 | -189,702 | -86.8% | -$179.84万 | 减仓 |
| MFM | MFS MUN INCOME TR | $27.41万 | 0.00% | 50,855 | -4,980 | -8.9% | -$2.68万 | 减仓 |
| — | HOLOGIC INC | $27.47万 | 0.00% | 3,634 | -518 | -12.5% | -$3.92万 | 减仓 |
| — | PGIM ROCK ETF TR | $27.58万 | 0.00% | 9,026 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $27.60万 | 0.00% | 6,973 | -100 | -1.4% | -$3,958 | 减仓 |
| ABR | ARBOR REALTY TRUST INC | $27.69万 | 0.00% | 35,919 | -1,502 | -4.0% | -$1.16万 | 减仓 |
| AOS | SMITH A O CORP | $27.73万 | 0.00% | 4,206 | 52 | 1.3% | $3,429 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $27.81万 | 0.00% | 11,650 | 1,400 | 13.7% | $3.34万 | 加仓 |
| DTM | DT MIDSTREAM INC | $27.94万 | 0.00% | 2,075 | 1,201 | 137.4% | $16.17万 | 加仓 |
| — | KURV ETF TR | $27.99万 | 0.00% | 8,594 | 5,691 | 196.0% | $18.54万 | 加仓 |
| IDT | IDT CORP | $28.10万 | 0.00% | 5,723 | -616 | -9.7% | -$3.02万 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $28.12万 | 0.00% | 37,246 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $28.12万 | 0.00% | 7,350 | -26 | -0.4% | -$995 | 减仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $28.17万 | 0.00% | 5,810 | 0 | 0.0% | — | 不变 |