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 |
|---|---|---|---|---|---|---|---|---|
| ILCV | ISHARES TR | $50.03万 | 0.00% | 5,371 | -83 | -1.5% | -$7,731 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $50.03万 | 0.00% | 13,818 | 401 | 3.0% | $1.45万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $50.09万 | 0.00% | 5,084 | -161 | -3.1% | -$1.59万 | 减仓 |
| CROX | CROCS INC | $50.14万 | 0.00% | 6,039 | 490 | 8.8% | $4.07万 | 加仓 |
| KIM | KIMCO REALTY CORP | $50.29万 | 0.00% | 22,382 | 20,935 | 1,446.8% | $47.04万 | 加仓 |
| PPLI | IAC INC | $50.39万 | 0.00% | 12,587 | 12,229 | 3,415.9% | $48.95万 | 加仓 |
| RKLB | ROCKET LAB CORP | $50.42万 | 0.00% | 7,851 | 2,645 | 50.8% | $16.99万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $50.49万 | 0.00% | 2,758 | -58,641 | -95.5% | -$1,073.43万 | 减仓 |
| PTIN | PACER FDS TR | $50.54万 | 0.00% | 15,541 | -15,852 | -50.5% | -$51.55万 | 减仓 |
| — | TIDAL TRUST III | $50.59万 | 0.00% | 28,075 | 19,500 | 227.4% | $35.14万 | 加仓 |
| AOK | ISHARES TR | $50.67万 | 0.00% | 12,702 | -14,102 | -52.6% | -$56.25万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $50.78万 | 0.00% | 7,161 | -9,117 | -56.0% | -$64.65万 | 减仓 |
| PIZ | INVESCO EXCH TRADED FD TR II | $50.98万 | 0.00% | 10,295 | 6,757 | 191.0% | $33.46万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $51.03万 | 0.00% | 19,668 | 10,294 | 109.8% | $26.71万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $51.04万 | 0.00% | 2,541 | 75 | 3.0% | $1.51万 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $51.09万 | 0.00% | 17,156 | -2,601 | -13.2% | -$7.75万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $51.11万 | 0.00% | 2,480 | -679 | -21.5% | -$13.99万 | 减仓 |
| GCC | WISDOMTREE TR | $51.35万 | 0.00% | 21,451 | 4,080 | 23.5% | $9.77万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $51.42万 | 0.00% | 2,572 | 22 | 0.9% | $4,399 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $51.46万 | 0.00% | 22,392 | 11,783 | 111.1% | $27.08万 | 加仓 |
| PBFR | PGIM ROCK ETF TR | $51.48万 | 0.00% | 17,753 | -68 | -0.4% | -$1,972 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $51.64万 | 0.00% | 32,518 | 1,613 | 5.2% | $2.56万 | 加仓 |
| CGNX | COGNEX CORP | $51.68万 | 0.00% | 10,549 | -1,654 | -13.6% | -$8.10万 | 减仓 |
| BHVN | BIOHAVEN LTD | $51.82万 | 0.00% | 61,250 | -3,900 | -6.0% | -$3.30万 | 减仓 |
| MINO | PIMCO ETF TR | $51.88万 | 0.00% | 11,486 | 1,636 | 16.6% | $7.39万 | 加仓 |
| RH | RH | $52.14万 | 0.00% | 3,729 | 2,234 | 149.4% | $31.24万 | 加仓 |
| — | APOLLO GLOBAL MGMT INC | $52.15万 | 0.00% | 8,921 | 1,708 | 23.7% | $9.98万 | 加仓 |
| SN | SHARKNINJA INC | $52.18万 | 0.00% | 4,927 | 96 | 2.0% | $1.02万 | 加仓 |
| IBHF | ISHARES TR | $52.33万 | 0.00% | 22,801 | -109 | -0.5% | -$2,502 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $52.38万 | 0.00% | 1,583 | 158 | 11.1% | $5.23万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $52.43万 | 0.00% | 10,700 | -309 | -2.8% | -$1.51万 | 减仓 |
| SSD | SIMPSON MFG INC | $52.46万 | 0.00% | 3,057 | 121 | 4.1% | $2.08万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $52.50万 | 0.00% | 47,990 | -18,108 | -27.4% | -$19.81万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $52.52万 | 0.00% | 12,758 | 7,352 | 136.0% | $30.27万 | 加仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $52.59万 | 0.00% | 13,341 | -1,200 | -8.3% | -$4.73万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $52.60万 | 0.00% | 14,826 | -4,075 | -21.6% | -$14.46万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $52.63万 | 0.00% | 14,008 | -1,383 | -9.0% | -$5.20万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.90万 | 0.00% | 18,462 | -26,652 | -59.1% | -$76.37万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $52.91万 | 0.00% | 23,657 | -20,743 | -46.7% | -$46.39万 | 减仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $53.14万 | 0.00% | 20,486 | 70 | 0.3% | $1,816 | 加仓 |
| GGG | GRACO INC | $53.19万 | 0.00% | 6,283 | 768 | 13.9% | $6.50万 | 加仓 |
| ZS | ZSCALER INC | $53.31万 | 0.00% | 3,800 | 2,022 | 113.7% | $28.37万 | 加仓 |
| RDDT | REDDIT INC | $53.35万 | 0.00% | 3,962 | -240 | -5.7% | -$3.23万 | 减仓 |
| VG | VENTURE GLOBAL INC | $53.45万 | 0.00% | 33,914 | 21,922 | 182.8% | $34.55万 | 加仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $53.47万 | 0.00% | 1,842 | 107 | 6.2% | $3.11万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $53.87万 | 0.00% | 18,747 | 18,747 | — | $53.87万 | 新建仓 |
| FWD | AB ACTIVE ETFS INC | $53.88万 | 0.00% | 4,963 | 2,863 | 136.3% | $31.08万 | 加仓 |
| ALLY | ALLY FINL INC | $53.95万 | 0.00% | 13,753 | 10,617 | 338.6% | $41.65万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $53.95万 | 0.00% | 31,533 | -1,936 | -5.8% | -$3.31万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $54.29万 | 0.00% | 4,851 | -33 | -0.7% | -$3,693 | 减仓 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $54.32万 | 0.00% | 20,320 | -627 | -3.0% | -$1.68万 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $54.39万 | 0.00% | 29,836 | 0 | 0.0% | — | 不变 |
| VONE | VANGUARD SCOTTSDALE FDS | $54.45万 | 0.00% | 1,845 | -29 | -1.5% | -$8,558 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.47万 | 0.00% | 2,673 | 335 | 14.3% | $6.83万 | 加仓 |
| XSW | SPDR SERIES TRUST | $54.68万 | 0.00% | 3,843 | 215 | 5.9% | $3.06万 | 加仓 |
| AVT | AVNET INC | $54.70万 | 0.00% | 8,877 | -277 | -3.0% | -$1.71万 | 减仓 |
| BKT | BLACKROCK INCOME TR INC | $54.73万 | 0.00% | 51,777 | -15,683 | -23.2% | -$16.58万 | 减仓 |
| INCY | INCYTE CORP | $54.74万 | 0.00% | 5,816 | 831 | 16.7% | $7.82万 | 加仓 |
| IBTG | ISHARES TR | $54.75万 | 0.00% | 23,894 | -20,621 | -46.3% | -$47.25万 | 减仓 |
| CLH | CLEAN HARBORS INC | $54.91万 | 0.00% | 1,915 | -177 | -8.5% | -$5.08万 | 减仓 |
| FDLO | FIDELITY COVINGTON TRUST | $55.00万 | 0.00% | 8,515 | 733 | 9.4% | $4.73万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $55.09万 | 0.00% | 27,879 | 2,650 | 10.5% | $5.24万 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $55.10万 | 0.00% | 19,352 | 19,352 | — | $55.10万 | 新建仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $55.16万 | 0.00% | 197,002 | 950 | 0.5% | $2,660 | 加仓 |
| VOX | VANGUARD WORLD FD | $55.21万 | 0.00% | 3,070 | -185 | -5.7% | -$3.33万 | 减仓 |
| — | STRATEGY INC | $55.22万 | 0.00% | 7,810 | -10,065 | -56.3% | -$71.16万 | 减仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $55.22万 | 0.00% | 4,791 | 4,791 | — | $55.22万 | 新建仓 |
| TRN | TRINITY INDS INC | $55.45万 | 0.00% | 17,230 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $55.50万 | 0.00% | 21,859 | 17,188 | 368.0% | $43.64万 | 加仓 |
| — | VANECK ETF TRUST | $55.63万 | 0.00% | 11,262 | 262 | 2.4% | $1.29万 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $55.65万 | 0.00% | 18,745 | 2,638 | 16.4% | $7.83万 | 加仓 |
| SII | SPROTT INC | $55.71万 | 0.00% | 3,899 | 14 | 0.4% | $2,000 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $56.09万 | 0.00% | 1,423 | 1,370 | 2,584.9% | $54.00万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $56.09万 | 0.00% | 6,699 | 5,820 | 662.1% | $48.73万 | 加仓 |
| ALLE | ALLEGION PLC | $56.11万 | 0.00% | 3,862 | 1,859 | 92.8% | $27.01万 | 加仓 |
| IWC | ISHARES TR | $56.12万 | 0.00% | 3,516 | 3,109 | 763.9% | $49.63万 | 加仓 |
| MZTI | MARZETTI COMPANY | $56.13万 | 0.00% | 4,058 | 3,960 | 4,040.8% | $54.77万 | 重新持有 |
| SILJ | AMPLIFY ETF TR | $56.29万 | 0.00% | 18,940 | 17,316 | 1,066.3% | $51.46万 | 加仓 |
| ARKQ | ARK ETF TR | $56.29万 | 0.00% | 5,006 | -408 | -7.5% | -$4.59万 | 减仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $56.44万 | 0.00% | 26,167 | 1,960 | 8.1% | $4.23万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $56.48万 | 0.00% | 40,226 | 12,453 | 44.8% | $17.48万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $56.49万 | 0.00% | 6,043 | 264 | 4.6% | $2.47万 | 加仓 |
| CPA | COPA HOLDINGS SA | $56.73万 | 0.00% | 4,993 | 3,180 | 175.4% | $36.13万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $56.84万 | 0.00% | 19,831 | 130 | 0.7% | $3,726 | 加仓 |
| SBET | SHARPLINK INC | $56.91万 | 0.00% | 88,239 | 59,964 | 212.1% | $38.68万 | 加仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $57.21万 | 0.00% | 12,559 | 8,700 | 225.4% | $39.63万 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $57.23万 | 0.00% | 45,203 | -14,806 | -24.7% | -$18.74万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $57.24万 | 0.00% | 7,766 | 89 | 1.2% | $6,559 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $57.42万 | 0.00% | 27,154 | 4,904 | 22.0% | $10.37万 | 加仓 |
| TER | TERADYNE INC | $57.56万 | 0.00% | 1,941 | 115 | 6.3% | $3.41万 | 加仓 |
| EUSB | ISHARES TR | $57.65万 | 0.00% | 13,253 | 391 | 3.0% | $1.70万 | 加仓 |
| TVAL | T ROWE PRICE ETF INC | $57.66万 | 0.00% | 15,937 | 15,937 | — | $57.66万 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $57.81万 | 0.00% | 19,971 | -2,478 | -11.0% | -$7.17万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $57.91万 | 0.00% | 14,754 | -333 | -2.2% | -$1.31万 | 减仓 |
| FISV | FISERV INC | $58.10万 | 0.00% | 10,413 | -51,359 | -83.1% | -$286.58万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $58.16万 | 0.00% | 8,017 | -137 | -1.7% | -$9,939 | 减仓 |
| VOLT | TEMA ETF TRUST | $58.39万 | 0.00% | 17,054 | 6,941 | 68.6% | $23.77万 | 加仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $58.43万 | 0.00% | 36,134 | -7,478 | -17.1% | -$12.09万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $58.68万 | 0.00% | 20,516 | -717 | -3.4% | -$2.05万 | 减仓 |
| — | AMPLIFY ETF TR | $58.73万 | 0.00% | 39,443 | 15,678 | 66.0% | $23.34万 | 加仓 |