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 |
|---|---|---|---|---|---|---|---|---|
| — | FRANKLIN TEMPLETON ETF TR | $40.07万 | 0.00% | 4,530 | 192 | 4.4% | $1.70万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $40.10万 | 0.00% | 10,146 | 142 | 1.4% | $5,612 | 加仓 |
| AR | ANTERO RESOURCES CORP | $40.24万 | 0.00% | 9,481 | -7,086 | -42.8% | -$30.07万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.36万 | 0.00% | 12,095 | 732 | 6.4% | $2.44万 | 加仓 |
| IBDT | ISHARES TR | $40.36万 | 0.00% | 15,935 | -2,870 | -15.3% | -$7.27万 | 减仓 |
| DY | DYCOM INDS INC | $40.42万 | 0.00% | 1,193 | 184 | 18.2% | $6.23万 | 加仓 |
| TTD | THE TRADE DESK INC | $40.48万 | 0.00% | 17,841 | 2,637 | 17.3% | $5.98万 | 加仓 |
| OGE | OGE ENERGY CORP | $40.50万 | 0.00% | 8,444 | 4,695 | 125.2% | $22.52万 | 加仓 |
| MISL | FIRST TR EXCHANGE-TRADED FD | $40.57万 | 0.00% | 9,075 | 7,789 | 605.7% | $34.83万 | 加仓 |
| MUSA | MURPHY USA INC | $40.59万 | 0.00% | 822 | 20 | 2.5% | $9,877 | 加仓 |
| UEC | URANIUM ENERGY CORP | $40.65万 | 0.00% | 30,112 | -3,606 | -10.7% | -$4.87万 | 减仓 |
| KBE | SPDR SERIES TRUST | $40.86万 | 0.00% | 6,861 | -218 | -3.1% | -$1.30万 | 减仓 |
| VISN | VISTANCE NETWORKS INC | $40.86万 | 0.00% | 22,451 | 22,451 | — | $40.86万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $40.87万 | 0.00% | 117,456 | -950 | -0.8% | -$3,306 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $41.00万 | 0.00% | 15,923 | 0 | 0.0% | — | 不变 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $41.23万 | 0.00% | 12,221 | 0 | 0.0% | — | 不变 |
| NULG | NUSHARES ETF TR | $41.26万 | 0.00% | 4,537 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $41.29万 | 0.00% | 41,252 | -13,589 | -24.8% | -$13.60万 | 减仓 |
| TW | TRADEWEB MKTS INC | $41.46万 | 0.00% | 3,524 | 38 | 1.1% | $4,471 | 加仓 |
| — | INNOVATOR ETFS TRUST | $41.62万 | 0.00% | 15,574 | 0 | 0.0% | — | 不变 |
| UUUU | ENERGY FUELS INC | $41.63万 | 0.00% | 22,812 | 6,334 | 38.4% | $11.56万 | 加仓 |
| — | VANECK ETHEREUM TR | $41.63万 | 0.00% | 13,584 | -350 | -2.5% | -$1.07万 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $41.63万 | 0.00% | 10,140 | -1,000 | -9.0% | -$4.11万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $41.77万 | 0.00% | 5,495 | 50 | 0.9% | $3,801 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $41.77万 | 0.00% | 55,550 | -2,365 | -4.1% | -$1.78万 | 减仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $41.87万 | 0.00% | 8,209 | 1,524 | 22.8% | $7.77万 | 加仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $41.90万 | 0.00% | 7,070 | -3,353 | -32.2% | -$19.87万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $41.90万 | 0.00% | 11,319 | 11,319 | — | $41.90万 | 新建仓 |
| IT | GARTNER INC | $42.09万 | 0.00% | 2,658 | 227 | 9.3% | $3.59万 | 加仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $42.18万 | 0.00% | 34,212 | 113 | 0.3% | $1,393 | 加仓 |
| J | JACOBS SOLUTIONS INC | $42.38万 | 0.00% | 3,330 | 28 | 0.8% | $3,564 | 加仓 |
| FPF | FIRST TR INTER DURATN PFD & | $42.46万 | 0.00% | 24,086 | 2,172 | 9.9% | $3.83万 | 加仓 |
| EXP | EAGLE MATLS INC | $42.56万 | 0.00% | 2,246 | -53 | -2.3% | -$1.00万 | 减仓 |
| UBS | UBS GROUP AG | $42.63万 | 0.00% | 10,912 | 78 | 0.7% | $3,047 | 加仓 |
| MHD | BLACKROCK MUNIHOLDINGS FD IN | $42.79万 | 0.00% | 37,936 | 22,841 | 151.3% | $25.76万 | 加仓 |
| INGR | INGREDION INC | $42.96万 | 0.00% | 3,813 | 569 | 17.5% | $6.41万 | 加仓 |
| DHS | WISDOMTREE TR | $43.05万 | 0.00% | 3,942 | 0 | 0.0% | — | 不变 |
| VPL | VANGUARD INTL EQUITY INDEX F | $43.31万 | 0.00% | 4,432 | 1,729 | 64.0% | $16.90万 | 加仓 |
| VMI | VALMONT INDS INC | $43.35万 | 0.00% | 1,085 | 80 | 8.0% | $3.20万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $43.56万 | 0.00% | 3,033 | 676 | 28.7% | $9.71万 | 加仓 |
| HUM | HUMANA INC | $43.58万 | 0.00% | 2,513 | -544 | -17.8% | -$9.43万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $43.84万 | 0.00% | 3,061 | 272 | 9.8% | $3.90万 | 加仓 |
| WDI | WESTERN ASSET DIVERSIFIED IN | $43.91万 | 0.00% | 32,670 | 0 | 0.0% | — | 不变 |
| QGRW | WISDOMTREE TR | $43.92万 | 0.00% | 8,220 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $43.94万 | 0.00% | 13,063 | 205 | 1.6% | $6,896 | 加仓 |
| EQNR | EQUINOR ASA | $44.08万 | 0.00% | 10,447 | 0 | 0.0% | — | 不变 |
| WTAI | WISDOMTREE TR | $44.09万 | 0.00% | 15,617 | 243 | 1.6% | $6,860 | 加仓 |
| PTF | INVESCO EXCHANGE TRADED FD T | $44.10万 | 0.00% | 5,109 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE TR | $44.13万 | 0.00% | 11,005 | -13 | -0.1% | -$521 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $44.13万 | 0.00% | 3,027 | 1,540 | 103.6% | $22.45万 | 加仓 |
| DEO | DIAGEO PLC | $44.14万 | 0.00% | 5,930 | -28,672 | -82.9% | -$213.43万 | 减仓 |
| — | HANCOCK JOHN PREM DIVID FD | $44.21万 | 0.00% | 33,748 | -591 | -1.7% | -$7,742 | 减仓 |
| FSK | FS KKR CAP CORP | $44.23万 | 0.00% | 43,449 | -8,591 | -16.5% | -$8.75万 | 减仓 |
| WAT | WATERS CORP | $44.48万 | 0.00% | 1,494 | 1,359 | 1,006.7% | $40.46万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $44.74万 | 0.00% | 14,126 | -557 | -3.8% | -$1.76万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $44.81万 | 0.00% | 15,409 | 605 | 4.1% | $1.76万 | 加仓 |
| QFLR | INNOVATOR ETFS TRUST | $44.88万 | 0.00% | 13,476 | 0 | 0.0% | — | 不变 |
| EVR | EVERCORE INC | $45.20万 | 0.00% | 1,515 | 1,162 | 329.2% | $34.67万 | 加仓 |
| UJUN | INNOVATOR ETFS TRUST | $45.21万 | 0.00% | 12,139 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $45.28万 | 0.00% | 359 | 69 | 23.8% | $8.70万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $45.40万 | 0.00% | 2,920 | -206 | -6.6% | -$3.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $45.91万 | 0.00% | 11,989 | 0 | 0.0% | — | 不变 |
| AOR | ISHARES TR | $45.92万 | 0.00% | 7,136 | -15 | -0.2% | -$965 | 减仓 |
| JLL | JONES LANG LASALLE INC | $46.07万 | 0.00% | 1,514 | 153 | 11.2% | $4.66万 | 加仓 |
| DVA | DAVITA INC | $46.25万 | 0.00% | 3,009 | -3,641 | -54.8% | -$55.96万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $46.29万 | 0.00% | 2,597 | 812 | 45.5% | $14.47万 | 加仓 |
| XNTK | SPDR SERIES TRUST | $46.36万 | 0.00% | 1,816 | 50 | 2.8% | $1.28万 | 加仓 |
| PRI | PRIMERICA INC | $46.39万 | 0.00% | 1,852 | -98 | -5.0% | -$2.45万 | 减仓 |
| ROKU | ROKU INC | $46.54万 | 0.00% | 4,918 | -116 | -2.3% | -$1.10万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $46.56万 | 0.00% | 9,794 | -800 | -7.6% | -$3.80万 | 减仓 |
| RPM | RPM INTL INC | $46.69万 | 0.00% | 4,698 | 940 | 25.0% | $9.34万 | 加仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $46.71万 | 0.00% | 5,056 | -1,175 | -18.9% | -$10.85万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $47.14万 | 0.00% | 11,560 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $47.24万 | 0.00% | 9,163 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $47.60万 | 0.00% | 1,637 | -312 | -16.0% | -$9.07万 | 减仓 |
| TFLO | ISHARES TR | $47.87万 | 0.00% | 9,454 | -1,181 | -11.1% | -$5.98万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $47.94万 | 0.00% | 7,523 | -397 | -5.0% | -$2.53万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $48.01万 | 0.00% | 22,349 | 22,149 | 11,074.5% | $47.58万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $48.05万 | 0.00% | 14,270 | 4,475 | 45.7% | $15.07万 | 加仓 |
| HEDJ | WISDOMTREE TR | $48.11万 | 0.00% | 9,199 | -721 | -7.3% | -$3.77万 | 减仓 |
| PIE | INVESCO EXCH TRADED FD TR II | $48.12万 | 0.00% | 18,488 | 12,045 | 186.9% | $31.35万 | 加仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $48.42万 | 0.00% | 9,543 | 2,083 | 27.9% | $10.57万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $48.59万 | 0.00% | 1,193 | 171 | 16.7% | $6.96万 | 加仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $48.63万 | 0.00% | 9,210 | -500 | -5.1% | -$2.64万 | 减仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $48.67万 | 0.00% | 27,620 | -11,075 | -28.6% | -$19.51万 | 减仓 |
| BALL | BALL CORP | $48.75万 | 0.00% | 8,248 | 4,208 | 104.2% | $24.87万 | 加仓 |
| NULV | NUSHARES ETF TR | $48.77万 | 0.00% | 10,719 | 333 | 3.2% | $1.52万 | 加仓 |
| DCI | DONALDSON INC | $49.14万 | 0.00% | 5,790 | -410 | -6.6% | -$3.48万 | 减仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $49.16万 | 0.00% | 5,179 | 1,299 | 33.5% | $12.33万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $49.21万 | 0.00% | 4,917 | -16,461 | -77.0% | -$164.76万 | 减仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $49.25万 | 0.00% | 814 | 35 | 4.5% | $2.12万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $49.34万 | 0.00% | 18,738 | 2,997 | 19.0% | $7.89万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $49.42万 | 0.00% | 17,902 | -1,409 | -7.3% | -$3.89万 | 减仓 |
| — | EATON VANCE MUN INCOME TERM | $49.43万 | 0.00% | 26,921 | -4,763 | -15.0% | -$8.74万 | 减仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $49.44万 | 0.00% | 96,940 | 2,052 | 2.2% | $1.05万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $49.48万 | 0.00% | 20,843 | -5,272 | -20.2% | -$12.52万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $49.68万 | 0.00% | 7,942 | 1,984 | 33.3% | $12.41万 | 加仓 |
| FDUS | FIDUS INVT CORP | $49.82万 | 0.00% | 28,599 | -164 | -0.6% | -$2,857 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $49.88万 | 0.00% | 4,673 | 477 | 11.4% | $5.09万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $49.93万 | 0.00% | 6,473 | -899 | -12.2% | -$6.93万 | 减仓 |