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 |
|---|---|---|---|---|---|---|---|---|
| STEP | STEPSTONE GROUP INC | $28.17万 | 0.00% | 5,904 | 5,377 | 1,020.3% | $25.66万 | 加仓 |
| ACWV | ISHARES INC | $28.18万 | 0.00% | 2,358 | -9 | -0.4% | -$1,076 | 减仓 |
| ZROZ | PIMCO ETF TR | $28.23万 | 0.00% | 4,410 | -326 | -6.9% | -$2.09万 | 减仓 |
| EVRG | EVERGY INC | $28.26万 | 0.00% | 3,450 | 328 | 10.5% | $2.69万 | 加仓 |
| — | VILLAGE FARMS INTL INC | $28.37万 | 0.00% | 99,900 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $28.39万 | 0.00% | 33,317 | -29,755 | -47.2% | -$25.35万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $28.43万 | 0.00% | 10,630 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $28.43万 | 0.00% | 1,579 | -236 | -13.0% | -$4.25万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $28.47万 | 0.00% | 11,598 | -24 | -0.2% | -$589 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.50万 | 0.00% | 7,314 | 0 | 0.0% | — | 不变 |
| PRLB | PROTO LABS INC | $28.51万 | 0.00% | 5,000 | -3,000 | -37.5% | -$17.11万 | 减仓 |
| AGI | ALAMOS GOLD INC | $28.56万 | 0.00% | 6,428 | 4,960 | 337.9% | $22.04万 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $28.60万 | 0.00% | 27,209 | 12,042 | 79.4% | $12.66万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $28.63万 | 0.00% | 2,061 | 2 | 0.1% | $278 | 加仓 |
| PII | POLARIS INC | $28.94万 | 0.00% | 5,310 | -101 | -1.9% | -$5,504 | 减仓 |
| CPRT | COPART INC | $28.96万 | 0.00% | 8,723 | -240 | -2.7% | -$7,968 | 减仓 |
| NUDM | NUSHARES ETF TR | $29.01万 | 0.00% | 8,034 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $29.27万 | 0.00% | 18,622 | -328 | -1.7% | -$5,156 | 减仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $29.39万 | 0.00% | 1,850 | -152 | -7.6% | -$2.41万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $29.56万 | 0.00% | 3,622 | 543 | 17.6% | $4.43万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.57万 | 0.00% | 13,729 | 13,729 | — | $29.57万 | 新建仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $29.58万 | 0.00% | 12,475 | 10,475 | 523.8% | $24.84万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $29.81万 | 0.00% | 11,057 | -133 | -1.2% | -$3,586 | 减仓 |
| CLOA | BLACKROCK ETF TRUST II | $29.83万 | 0.00% | 5,755 | 2,246 | 64.0% | $11.64万 | 加仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $29.87万 | 0.00% | 2,217 | 1,106 | 99.5% | $14.90万 | 加仓 |
| PODD | INSULET CORP | $29.99万 | 0.00% | 1,429 | -18 | -1.2% | -$3,777 | 减仓 |
| FFIV | F5 INC | $30.00万 | 0.00% | 1,037 | 106 | 11.4% | $3.07万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $30.20万 | 0.00% | 3,817 | 29 | 0.8% | $2,294 | 加仓 |
| DINO | HF SINCLAIR CORP | $30.36万 | 0.00% | 4,866 | 1,944 | 66.5% | $12.13万 | 加仓 |
| MRCY | MERCURY SYS INC | $30.48万 | 0.00% | 4,181 | 120 | 3.0% | $8,749 | 加仓 |
| SNAP | SNAP INC | $30.58万 | 0.00% | 66,472 | -149 | -0.2% | -$685 | 减仓 |
| OTTR | OTTER TAIL CORP | $30.64万 | 0.00% | 3,491 | -300 | -7.9% | -$2.63万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $30.65万 | 0.00% | 62,937 | 60 | 0.1% | $292 | 加仓 |
| ILMN | ILLUMINA INC | $30.77万 | 0.00% | 2,496 | 137 | 5.8% | $1.69万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $30.83万 | 0.00% | 4,298 | 869 | 25.3% | $6.23万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $30.92万 | 0.00% | 3,574 | 760 | 27.0% | $6.57万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $31.06万 | 0.00% | 4,371 | 143 | 3.4% | $1.02万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $31.06万 | 0.00% | 2,631 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $31.08万 | 0.00% | 919 | -305 | -24.9% | -$10.31万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.22万 | 0.00% | 10,449 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $31.25万 | 0.00% | 2,665 | -115 | -4.1% | -$1.35万 | 减仓 |
| BNOV | INNOVATOR ETFS TRUST | $31.29万 | 0.00% | 7,274 | 204 | 2.9% | $8,777 | 加仓 |
| HL | HECLA MINING COMPANY | $31.36万 | 0.00% | 16,833 | 16,633 | 8,316.5% | $30.99万 | 加仓 |
| LRGF | ISHARES TR | $31.42万 | 0.00% | 4,760 | 114 | 2.5% | $7,524 | 加仓 |
| RKT | ROCKET COS INC | $31.49万 | 0.00% | 22,101 | -3,317 | -13.0% | -$4.73万 | 减仓 |
| SCI | SERVICE CORP INTL | $31.52万 | 0.00% | 3,821 | 289 | 8.2% | $2.38万 | 加仓 |
| MLRG | ISHARES TR | $31.52万 | 0.00% | 3,508 | -265 | -7.0% | -$2.38万 | 减仓 |
| TRUP | TRUPANION INC | $31.58万 | 0.00% | 12,330 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $31.64万 | 0.00% | 19,255 | 8,310 | 75.9% | $13.65万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $31.64万 | 0.00% | 6,580 | 31 | 0.5% | $1,491 | 加仓 |
| HUBS | HUBSPOT INC | $31.68万 | 0.00% | 1,298 | 128 | 10.9% | $3.12万 | 加仓 |
| PATN | PACER FDS TR | $31.75万 | 0.00% | 11,174 | 11,174 | — | $31.75万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.75万 | 0.00% | 8,583 | -17 | -0.2% | -$629 | 减仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.84万 | 0.00% | 10,055 | 3,381 | 50.7% | $10.70万 | 加仓 |
| SEIC | SEI INVTS CO | $31.84万 | 0.00% | 4,057 | 417 | 11.5% | $3.27万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $31.89万 | 0.00% | 5,963 | 7 | 0.1% | $374 | 加仓 |
| EPI | WISDOMTREE TR | $31.97万 | 0.00% | 7,836 | -1,451 | -15.6% | -$5.92万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $32.17万 | 0.00% | 7,595 | 3,010 | 65.6% | $12.75万 | 加仓 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $32.19万 | 0.00% | 29,373 | -1,600 | -5.2% | -$1.75万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $32.24万 | 0.00% | 15,053 | 0 | 0.0% | — | 不变 |
| — | DATACENTREX INC | $32.25万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB STRATEGIC TR | $32.30万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $32.37万 | 0.00% | 28,799 | -5,698 | -16.5% | -$6.40万 | 减仓 |
| RLI | RLI CORP | $32.57万 | 0.00% | 5,710 | 211 | 3.8% | $1.20万 | 加仓 |
| — | ISHARES TR | $32.60万 | 0.00% | 11,051 | 60 | 0.5% | $1,770 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $32.63万 | 0.00% | 2,117 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION | $32.65万 | 0.00% | 14,345 | 867 | 6.4% | $1.97万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $32.66万 | 0.00% | 26,593 | 51 | 0.2% | $626 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $32.67万 | 0.00% | 6,810 | -82 | -1.2% | -$3,934 | 减仓 |
| SNPE | DBX ETF TR | $32.68万 | 0.00% | 5,487 | 152 | 2.8% | $9,052 | 加仓 |
| CDW | CDW CORP | $32.72万 | 0.00% | 2,704 | 1,120 | 70.7% | $13.55万 | 加仓 |
| XYLD | GLOBAL X FDS | $32.73万 | 0.00% | 8,365 | -1,928 | -18.7% | -$7.54万 | 减仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $32.79万 | 0.00% | 4,436 | 387 | 9.6% | $2.86万 | 加仓 |
| CRVL | CORVEL CORP | $32.89万 | 0.00% | 6,019 | 532 | 9.7% | $2.91万 | 加仓 |
| LSTR | LANDSTAR SYS INC | $33.04万 | 0.00% | 2,061 | -47 | -2.2% | -$7,535 | 减仓 |
| HGV | HILTON GRAND VACATIONS INC | $33.15万 | 0.00% | 8,473 | -4,828 | -36.3% | -$18.89万 | 减仓 |
| OUSA | ALPS ETF TR | $33.18万 | 0.00% | 5,960 | 0 | 0.0% | — | 不变 |
| UFO | PROCURE ETF TRUST II | $33.20万 | 0.00% | 7,408 | 7,170 | 3,012.6% | $32.13万 | 加仓 |
| GLPI | GAMING & LEISURE P | $33.20万 | 0.00% | 7,482 | 329 | 4.6% | $1.46万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $33.21万 | 0.00% | 7,703 | 0 | 0.0% | — | 不变 |
| — | NUVEEN REAL ESTATE INCOME FD | $33.23万 | 0.00% | 44,551 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $33.36万 | 0.00% | 2,732 | -331 | -10.8% | -$4.04万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $33.36万 | 0.00% | 4,300 | 8 | 0.2% | $621 | 加仓 |
| APG | API GROUP CORP | $33.38万 | 0.00% | 8,237 | -351 | -4.1% | -$1.42万 | 减仓 |
| EBND | SPDR SERIES TRUST | $33.44万 | 0.00% | 16,199 | 874 | 5.7% | $1.80万 | 加仓 |
| NPO | ENPRO INC | $33.44万 | 0.00% | 1,334 | 0 | 0.0% | — | 不变 |
| TDV | PROSHARES TR | $33.48万 | 0.00% | 3,952 | -141 | -3.4% | -$1.19万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $33.64万 | 0.00% | 8,660 | -632 | -6.8% | -$2.45万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY | $33.66万 | 0.00% | 15,115 | 10,016 | 196.4% | $22.31万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD | $33.70万 | 0.00% | 10,868 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $33.73万 | 0.00% | 14,252 | -180 | -1.2% | -$4,261 | 减仓 |
| INDA | ISHARES TR | $33.80万 | 0.00% | 7,217 | -595 | -7.6% | -$2.79万 | 减仓 |
| KCE | SPDR SERIES TRUST | $33.83万 | 0.00% | 2,459 | -361 | -12.8% | -$4.97万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.85万 | 0.00% | 9,194 | 0 | 0.0% | — | 不变 |
| BJUL | INNOVATOR ETFS TRUST | $33.94万 | 0.00% | 6,831 | -418 | -5.8% | -$2.08万 | 减仓 |
| RGLD | ROYAL GOLD INC | $33.98万 | 0.00% | 1,335 | -70 | -5.0% | -$1.78万 | 减仓 |
| WDFC | WD 40 CO | $34.03万 | 0.00% | 1,668 | 949 | 132.0% | $19.36万 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $34.05万 | 0.00% | 93,811 | 14 | 0.0% | $51 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $34.11万 | 0.00% | 49,504 | -1,429,743 | -96.7% | -$985.09万 | 减仓 |
| — | ELECTRONIC ARTS INC | $34.13万 | 0.00% | 1,674 | 66 | 4.1% | $1.35万 | 加仓 |