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 |
|---|---|---|---|---|---|---|---|---|
| RIVN | RIVIAN AUTOMOTIVE INC | $34.16万 | 0.00% | 22,701 | 2,560 | 12.7% | $3.85万 | 加仓 |
| W | WAYFAIR INC | $34.33万 | 0.00% | 4,564 | 2,774 | 155.0% | $20.86万 | 加仓 |
| AES | AES CORP | $34.34万 | 0.00% | 24,372 | -3,963 | -14.0% | -$5.58万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $34.43万 | 0.00% | 13,900 | 7,400 | 113.8% | $18.33万 | 加仓 |
| — | ISHARES ETHEREUM TR | $34.53万 | 0.00% | 21,812 | 5,357 | 32.6% | $8.48万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $34.59万 | 0.00% | 10,736 | 1,100 | 11.4% | $3.54万 | 加仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $34.61万 | 0.00% | 5,184 | 2,030 | 64.4% | $13.55万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $34.65万 | 0.00% | 1,432 | -1,277 | -47.1% | -$30.90万 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $34.74万 | 0.00% | 22,370 | 17,820 | 391.6% | $27.67万 | 加仓 |
| Z | ZILLOW GROUP INC | $34.76万 | 0.00% | 8,399 | 3,866 | 85.3% | $16.00万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $34.78万 | 0.00% | 30,728 | 2,119 | 7.4% | $2.40万 | 加仓 |
| NTAP | NETAPP INC | $34.81万 | 0.00% | 3,399 | -54 | -1.6% | -$5,530 | 减仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $34.82万 | 0.00% | 23,448 | -7,227 | -23.6% | -$10.73万 | 减仓 |
| UMBF | UMB FINL CORP | $34.92万 | 0.00% | 3,096 | 186 | 6.4% | $2.10万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $34.95万 | 0.00% | 3,224 | -157 | -4.6% | -$1.70万 | 减仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $35.02万 | 0.00% | 5,118 | 625 | 13.9% | $4.28万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $35.06万 | 0.00% | 32,197 | 14,500 | 81.9% | $15.79万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.06万 | 0.00% | 8,002 | 1,445 | 22.0% | $6.33万 | 加仓 |
| ARGT | GLOBAL X FDS | $35.13万 | 0.00% | 3,764 | 500 | 15.3% | $4.67万 | 加仓 |
| TNK | TEEKAY TANKERS LTD | $35.30万 | 0.00% | 4,814 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $35.32万 | 0.00% | 5,427 | -315 | -5.5% | -$2.05万 | 减仓 |
| — | HARBOR ETF TRUST | $35.35万 | 0.00% | 7,889 | 1,092 | 16.1% | $4.89万 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $35.41万 | 0.00% | 16,584 | -9,004 | -35.2% | -$19.22万 | 减仓 |
| NDSN | NORDSON CORP | $35.52万 | 0.00% | 1,335 | 9 | 0.7% | $2,395 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.58万 | 0.00% | 6,743 | -20,167 | -74.9% | -$106.40万 | 减仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $35.58万 | 0.00% | 7,657 | -453 | -5.6% | -$2.11万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $35.65万 | 0.00% | 11,572 | 781 | 7.2% | $2.41万 | 加仓 |
| ICLN | ISHARES TR | $35.78万 | 0.00% | 19,562 | 4,142 | 26.9% | $7.58万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $35.87万 | 0.00% | 5,972 | 167 | 2.9% | $1.00万 | 加仓 |
| IMCB | ISHARES TR | $35.87万 | 0.00% | 4,300 | 2,382 | 124.2% | $19.87万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $35.90万 | 0.00% | 5,805 | -2,925 | -33.5% | -$18.09万 | 减仓 |
| TOST | TOAST INC | $35.93万 | 0.00% | 13,552 | -966 | -6.7% | -$2.56万 | 减仓 |
| NI | NISOURCE INC | $35.95万 | 0.00% | 7,705 | 939 | 13.9% | $4.38万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $36.05万 | 0.00% | 5,877 | -133 | -2.2% | -$8,159 | 减仓 |
| RMOP | TIDAL TRUST III | $36.07万 | 0.00% | 14,505 | 1,709 | 13.4% | $4.25万 | 加仓 |
| TPC | TUTOR PERINI CORP | $36.07万 | 0.00% | 4,673 | 4,503 | 2,648.8% | $34.76万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $36.14万 | 0.00% | 8,925 | 6,288 | 238.5% | $25.46万 | 加仓 |
| CHEF | CHEFS WHSE INC | $36.21万 | 0.00% | 6,090 | 6,090 | — | $36.21万 | 新建仓 |
| AGZ | ISHARES TR | $36.30万 | 0.00% | 3,309 | 10 | 0.3% | $1,097 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $36.32万 | 0.00% | 7,344 | 78 | 1.1% | $3,858 | 加仓 |
| CNI | CANADIAN NATL RY CO | $36.34万 | 0.00% | 3,536 | -93 | -2.6% | -$9,559 | 减仓 |
| GQGU | ADVISORS INNER CIRCLE FD III | $36.39万 | 0.00% | 13,524 | 5,777 | 74.6% | $15.55万 | 加仓 |
| ORI | OLD REP INTL CORP | $36.40万 | 0.00% | 9,124 | -218 | -2.3% | -$8,698 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $36.43万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| PCMM | BONDBLOXX ETF TRUST | $36.47万 | 0.00% | 7,417 | -2,834 | -27.6% | -$13.93万 | 减仓 |
| IBN | ICICI BANK LIMITED | $36.49万 | 0.00% | 14,089 | -298 | -2.1% | -$7,718 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $36.50万 | 0.00% | 1,131 | 16 | 1.4% | $5,164 | 加仓 |
| LH | LABCORP HOLDINGS INC | $36.56万 | 0.00% | 1,371 | -37 | -2.6% | -$9,866 | 减仓 |
| MCHI | ISHARES TR | $36.68万 | 0.00% | 6,529 | 1 | 0.0% | $56 | 加仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $36.68万 | 0.00% | 4,220 | 4,082 | 2,958.0% | $35.49万 | 加仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $36.87万 | 0.00% | 6,132 | 1,536 | 33.4% | $9.23万 | 加仓 |
| URNM | SPROTT FDS TR | $36.87万 | 0.00% | 5,838 | 410 | 7.6% | $2.59万 | 加仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $36.89万 | 0.00% | 18,649 | -4,763 | -20.3% | -$9.42万 | 减仓 |
| USO | UNITED STS OIL FD LP | $37.16万 | 0.00% | 2,920 | 19 | 0.7% | $2,418 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $37.27万 | 0.00% | 5,623 | 5,623 | — | $37.27万 | 新建仓 |
| CDC | VICTORY PORTFOLIOS II | $37.28万 | 0.00% | 5,219 | 2 | 0.0% | $143 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $37.33万 | 0.00% | 18,410 | 18,410 | — | $37.33万 | 新建仓 |
| WRBY | WARBY PARKER INC | $37.35万 | 0.00% | 17,729 | 460 | 2.7% | $9,692 | 加仓 |
| SEZL | SEZZLE INC | $37.42万 | 0.00% | 5,912 | 5,912 | — | $37.42万 | 新建仓 |
| SDCI | USCF ETF TR | $37.42万 | 0.00% | 13,738 | 11,548 | 527.3% | $31.46万 | 加仓 |
| MUR | MURPHY OIL CORP | $37.62万 | 0.00% | 9,121 | -1,434 | -13.6% | -$5.91万 | 减仓 |
| IHF | ISHARES TR | $37.75万 | 0.00% | 9,020 | -6,111 | -40.4% | -$25.57万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $37.83万 | 0.00% | 15,588 | -6,118 | -28.2% | -$14.85万 | 减仓 |
| MLI | MUELLER INDS INC | $37.94万 | 0.00% | 3,424 | -65 | -1.9% | -$7,202 | 减仓 |
| BCPC | BALCHEM CORP | $37.96万 | 0.00% | 2,240 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO | $38.05万 | 0.00% | 6,195 | 17 | 0.3% | $1,044 | 加仓 |
| — | PGIM ROCK ETF TR | $38.08万 | 0.00% | 12,855 | 0 | 0.0% | — | 不变 |
| PCY | INVESCO EXCH TRADED FD TR II | $38.10万 | 0.00% | 18,231 | 122 | 0.7% | $2,550 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $38.14万 | 0.00% | 1,868 | 130 | 7.5% | $2.65万 | 加仓 |
| VTR | VENTAS INC | $38.16万 | 0.00% | 4,667 | 359 | 8.3% | $2.94万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $38.19万 | 0.00% | 5,168 | -5,130 | -49.8% | -$37.91万 | 减仓 |
| VALE | VALE S A | $38.24万 | 0.00% | 24,037 | 2,040 | 9.3% | $3.25万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $38.33万 | 0.00% | 3,963 | -50,503 | -92.7% | -$488.51万 | 减仓 |
| RVTY | REVVITY INC | $38.36万 | 0.00% | 4,378 | 1,792 | 69.3% | $15.70万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $38.37万 | 0.00% | 2,506 | -981 | -28.1% | -$15.02万 | 减仓 |
| EWW | ISHARES INC | $38.47万 | 0.00% | 5,113 | 1,559 | 43.9% | $11.73万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $38.48万 | 0.00% | 2,039 | 113 | 5.9% | $2.13万 | 加仓 |
| SDSI | AMERICAN CENTY ETF TR | $38.62万 | 0.00% | 7,529 | 5,065 | 205.6% | $25.98万 | 加仓 |
| ITM | VANECK ETF TRUST | $38.74万 | 0.00% | 8,344 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID PLC | $39.02万 | 0.00% | 4,612 | -105 | -2.2% | -$8,883 | 减仓 |
| — | PROSHARES TR | $39.03万 | 0.00% | 6,126 | 5,062 | 475.8% | $32.26万 | 加仓 |
| DGRS | WISDOMTREE TR | $39.08万 | 0.00% | 7,380 | 0 | 0.0% | — | 不变 |
| CORT | CORCEPT THERAPEUTICS INC | $39.12万 | 0.00% | 9,706 | 0 | 0.0% | — | 不变 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $39.24万 | 0.00% | 6,983 | -403 | -5.5% | -$2.26万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $39.30万 | 0.00% | 13,047 | 2,524 | 24.0% | $7.60万 | 加仓 |
| — | INVESCO ACTIVELY MANAGED EXC | $39.30万 | 0.00% | 4,244 | 53 | 1.3% | $4,908 | 加仓 |
| NET | CLOUDFLARE INC | $39.33万 | 0.00% | 1,906 | 12 | 0.6% | $2,476 | 加仓 |
| VICR | VICOR CORP | $39.45万 | 0.00% | 2,450 | 2,450 | — | $39.45万 | 新建仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $39.53万 | 0.00% | 36,002 | 2,615 | 7.8% | $2.87万 | 加仓 |
| RIG | TRANSOCEAN LTD | $39.53万 | 0.00% | 59,627 | 58,663 | 6,085.4% | $38.89万 | 加仓 |
| SDHY | PGIM SHORT DUR HIG YLD OPP F | $39.60万 | 0.00% | 24,717 | 100 | 0.4% | $1,602 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $39.63万 | 0.00% | 2,303 | 101 | 4.6% | $1.74万 | 加仓 |
| STN | STANTEC INC | $39.63万 | 0.00% | 4,587 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $39.77万 | 0.00% | 4,029 | 3,314 | 463.5% | $32.72万 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $39.80万 | 0.00% | 1,974 | 300 | 17.9% | $6.05万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $39.84万 | 0.00% | 17,497 | 8,093 | 86.1% | $18.43万 | 加仓 |
| JGH | NUVEEN GLOBAL HIGH INCOME FD | $39.93万 | 0.00% | 32,677 | 59 | 0.2% | $721 | 加仓 |
| P | EVERPURE INC | $40.00万 | 0.00% | 6,775 | -1,480 | -17.9% | -$8.74万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $40.02万 | 0.00% | 3,946 | -721 | -15.4% | -$7.31万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $40.03万 | 0.00% | 8,207 | 869 | 11.8% | $4.24万 | 加仓 |