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 |
|---|---|---|---|---|---|---|---|---|
| AVSD | AMERICAN CENTY ETF TR | $58.86万 | 0.00% | 7,992 | -277 | -3.3% | -$2.04万 | 减仓 |
| TFI | SPDR SERIES TRUST | $58.93万 | 0.00% | 12,998 | -1,645 | -11.2% | -$7.46万 | 减仓 |
| — | ARCOSA INC | $59.24万 | 0.00% | 5,582 | 0 | 0.0% | — | 不变 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $59.25万 | 0.00% | 6,416 | -45 | -0.7% | -$4,156 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.29万 | 0.00% | 1,652 | -185 | -10.1% | -$6.64万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $59.32万 | 0.00% | 6,977 | 213 | 3.1% | $1.81万 | 加仓 |
| IFRA | ISHARES TR | $59.34万 | 0.00% | 10,373 | -27,865 | -72.9% | -$159.40万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $59.65万 | 0.00% | 9,992 | 40 | 0.4% | $2,388 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $59.75万 | 0.00% | 15,245 | -2,200 | -12.6% | -$8.62万 | 减仓 |
| KEY | KEYCORP | $60.01万 | 0.00% | 29,929 | 1,137 | 3.9% | $2.28万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.07万 | 0.00% | 6,666 | -530 | -7.4% | -$4.78万 | 减仓 |
| SGOL | ETFS GOLD TR | $60.25万 | 0.00% | 13,503 | -350 | -2.5% | -$1.56万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.27万 | 0.00% | 15,318 | -824 | -5.1% | -$3.24万 | 减仓 |
| CSM | PROSHARES TR | $60.38万 | 0.00% | 8,070 | -320 | -3.8% | -$2.39万 | 减仓 |
| — | CALAMOS ETF TR | $60.47万 | 0.00% | 21,461 | 13,096 | 156.6% | $36.90万 | 加仓 |
| ABFL | ABACUS FCF ETF TR | $60.58万 | 0.00% | 8,515 | 301 | 3.7% | $2.14万 | 加仓 |
| IEZ | ISHARES TR | $60.80万 | 0.00% | 21,000 | -52,919 | -71.6% | -$153.20万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $60.80万 | 0.00% | 16,219 | 2,731 | 20.2% | $10.24万 | 加仓 |
| PHYL | PGIM ETF TR | $60.87万 | 0.00% | 17,577 | 3,515 | 25.0% | $12.17万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $60.98万 | 0.00% | 58,633 | 23,088 | 65.0% | $24.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.13万 | 0.00% | 16,629 | -1,225 | -6.9% | -$4.50万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $61.17万 | 0.00% | 14,182 | 60 | 0.4% | $2,588 | 加仓 |
| SMR | NUSCALE PWR CORP | $61.39万 | 0.00% | 56,637 | 35,944 | 173.7% | $38.96万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $61.47万 | 0.00% | 51,525 | 7,430 | 16.8% | $8.86万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $61.79万 | 0.00% | 5,561 | 1,673 | 43.0% | $18.59万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $61.84万 | 0.00% | 50,275 | 5,936 | 13.4% | $7.30万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $61.98万 | 0.00% | 26,239 | 6,408 | 32.3% | $15.14万 | 加仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $62.04万 | 0.00% | 53,617 | 345 | 0.6% | $3,992 | 加仓 |
| WDAY | WORKDAY INC | $62.13万 | 0.00% | 4,782 | -1,260 | -20.9% | -$16.37万 | 减仓 |
| DASH | DOORDASH INC | $62.37万 | 0.00% | 4,154 | 1,897 | 84.0% | $28.48万 | 加仓 |
| FFA | FIRST TR ENHANCED EQUITY | $62.42万 | 0.00% | 30,597 | 4 | 0.0% | $82 | 加仓 |
| IGF | ISHARES TR | $62.51万 | 0.00% | 9,330 | 2,246 | 31.7% | $15.05万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $62.85万 | 0.00% | 5,653 | -652 | -10.3% | -$7.25万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $63.14万 | 0.00% | 6,578 | -152 | -2.3% | -$1.46万 | 减仓 |
| AMJB | JPMORGAN CHASE FINL CO LLC | $63.31万 | 0.00% | 18,314 | -1,292 | -6.6% | -$4.47万 | 减仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $63.45万 | 0.00% | 8,843 | 3,013 | 51.7% | $21.62万 | 加仓 |
| PCG | PG&E CORP | $63.76万 | 0.00% | 36,289 | 12,347 | 51.6% | $21.69万 | 加仓 |
| — | BLACKROCK ETF TRUST | $64.00万 | 0.00% | 22,123 | 22,123 | — | $64.00万 | 新建仓 |
| MP | MP MATERIALS CORP | $64.03万 | 0.00% | 13,268 | 3,910 | 41.8% | $18.87万 | 加仓 |
| HAP | VANECK ETF TRUST | $64.14万 | 0.00% | 8,850 | 1,281 | 16.9% | $9.28万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $64.19万 | 0.00% | 30,350 | 17,251 | 131.7% | $36.49万 | 加仓 |
| GLTR | ABRDN PRECIOUS METALS BASKET | $64.26万 | 0.00% | 2,938 | 488 | 19.9% | $10.67万 | 加仓 |
| TAGG | T ROWE PRICE ETF INC | $64.27万 | 0.00% | 15,087 | 3,929 | 35.2% | $16.74万 | 加仓 |
| RUSHA | RUSH ENTERPRISES INC | $64.28万 | 0.00% | 9,723 | -709 | -6.8% | -$4.69万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $64.39万 | 0.00% | 1,341 | -159 | -10.6% | -$7.64万 | 减仓 |
| VMO | INVESCO MUN OPPORTUNIT TR | $64.68万 | 0.00% | 68,010 | 2,006 | 3.0% | $1.91万 | 加仓 |
| IHAK | ISHARES TR | $64.72万 | 0.00% | 14,828 | -14,981 | -50.3% | -$65.39万 | 减仓 |
| SCIO | FIRST TR EXCHANGE-TRADED FD | $64.76万 | 0.00% | 31,374 | 4,243 | 15.6% | $8.76万 | 加仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $64.79万 | 0.00% | 13,861 | 3,263 | 30.8% | $15.25万 | 加仓 |
| NTR | NUTRIEN LTD | $64.84万 | 0.00% | 8,595 | 4,639 | 117.3% | $35.00万 | 加仓 |
| LCTD | BLACKROCK ETF TRUST | $64.97万 | 0.00% | 11,752 | 73 | 0.6% | $4,036 | 加仓 |
| ESGV | VANGUARD WORLD FD | $65.12万 | 0.00% | 5,801 | 1,093 | 23.2% | $12.27万 | 加仓 |
| — | CARILLON SER TR | $65.23万 | 0.00% | 24,409 | 9,934 | 68.6% | $26.55万 | 加仓 |
| DWM | WISDOMTREE TR | $65.73万 | 0.00% | 9,405 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $65.99万 | 0.00% | 38,275 | -82,177 | -68.2% | -$141.67万 | 减仓 |
| SONY | SONY GROUP CORP | $66.11万 | 0.00% | 31,936 | 17,034 | 114.3% | $35.26万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $66.13万 | 0.00% | 9,534 | 1,653 | 21.0% | $11.47万 | 加仓 |
| FXD | FIRST TR EXCHANGE-TRADED FD | $66.29万 | 0.00% | 10,355 | 6,545 | 171.8% | $41.90万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $66.35万 | 0.00% | 8,879 | 3,602 | 68.3% | $26.92万 | 加仓 |
| MGV | VANGUARD WORLD FD | $66.63万 | 0.00% | 4,596 | 135 | 3.0% | $1.96万 | 加仓 |
| BSJT | INVESCO EXCH TRD SLF IDX FD | $66.90万 | 0.00% | 31,804 | -23,304 | -42.3% | -$49.02万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $66.97万 | 0.00% | 8,313 | -677 | -7.5% | -$5.45万 | 减仓 |
| AOM | ISHARES TR | $67.04万 | 0.00% | 14,152 | -1,865 | -11.6% | -$8.83万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $67.16万 | 0.00% | 7,450 | 537 | 7.8% | $4.84万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $67.25万 | 0.00% | 30,114 | -710 | -2.3% | -$1.59万 | 减仓 |
| TROX | TRONOX HOLDINGS PLC | $67.50万 | 0.00% | 69,093 | -39,800 | -36.5% | -$38.88万 | 减仓 |
| — | ISHARES TR | $68.12万 | 0.00% | 20,444 | 20,444 | — | $68.12万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $68.21万 | 0.00% | 15,967 | 0 | 0.0% | — | 不变 |
| BLV | VANGUARD BD INDEX FDS | $68.25万 | 0.00% | 9,923 | 842 | 9.3% | $5.79万 | 加仓 |
| BKUI | BNY MELLON ETF TRUST | $68.35万 | 0.00% | 13,729 | 13,729 | — | $68.35万 | 新建仓 |
| — | ALLSPRING GLOBAL DIVIDEND OP | $68.36万 | 0.00% | 117,260 | 115,225 | 5,662.2% | $67.18万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $68.42万 | 0.00% | 13,196 | 12,833 | 3,535.3% | $66.54万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $68.52万 | 0.00% | 29,005 | 2,947 | 11.3% | $6.96万 | 加仓 |
| — | ISHARES TR | $68.54万 | 0.00% | 23,593 | 23,593 | — | $68.54万 | 新建仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $68.73万 | 0.00% | 11,208 | 731 | 7.0% | $4.48万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $68.74万 | 0.00% | 19,525 | -200 | -1.0% | -$7,041 | 减仓 |
| PCRX | PACIRA BIOSCIENCES INC | $68.75万 | 0.00% | 30,419 | 10,230 | 50.7% | $23.12万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $69.03万 | 0.00% | 5,383 | -200 | -3.6% | -$2.56万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $69.18万 | 0.00% | 7,514 | 2,103 | 38.9% | $19.36万 | 加仓 |
| — | ISHARES TR | $69.28万 | 0.00% | 8,025 | 149 | 1.9% | $1.29万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $69.33万 | 0.00% | 32,217 | 0 | 0.0% | — | 不变 |
| BMO | BANK MONTREAL MEDIUM | $69.48万 | 0.00% | 5,134 | -210 | -3.9% | -$2.84万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $69.55万 | 0.00% | 6,056 | 302 | 5.2% | $3.47万 | 加仓 |
| RDIV | INVESCO EXCH TRADED FD TR II | $69.74万 | 0.00% | 12,530 | 1,774 | 16.5% | $9.87万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $69.81万 | 0.00% | 11,274 | -148 | -1.3% | -$9,164 | 减仓 |
| BKLN | INVESCO EXCH TRADED FD TR II | $69.91万 | 0.00% | 34,253 | -3,839 | -10.1% | -$7.84万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $69.91万 | 0.00% | 17,623 | 322 | 1.9% | $1.28万 | 加仓 |
| EVUS | ISHARES TR | $70.11万 | 0.00% | 22,025 | 353 | 1.6% | $1.12万 | 加仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $70.35万 | 0.00% | 28,402 | -257,881 | -90.1% | -$638.77万 | 减仓 |
| GPIQ | GOLDMAN SACHS ETF TR | $70.39万 | 0.00% | 14,223 | 5,913 | 71.2% | $29.26万 | 加仓 |
| SNA | SNAP ON INC | $70.66万 | 0.00% | 1,945 | 152 | 8.5% | $5.52万 | 加仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $70.67万 | 0.00% | 20,989 | 9 | 0.0% | $303 | 加仓 |
| USMC | PRINCIPAL EXCHANGE TRADED FD | $70.69万 | 0.00% | 10,991 | 229 | 2.1% | $1.47万 | 加仓 |
| — | ISHARES TR | $70.73万 | 0.00% | 21,459 | 21,459 | — | $70.73万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $70.77万 | 0.00% | 7,827 | 2,106 | 36.8% | $19.04万 | 加仓 |
| MFC | MANULIFE FINL CORP | $71.00万 | 0.00% | 20,616 | 3,925 | 23.5% | $13.52万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $71.00万 | 0.00% | 15,446 | -50 | -0.3% | -$2,298 | 减仓 |
| — | KINGSWAY FINL SVCS INC | $71.08万 | 0.00% | 68,153 | 19,704 | 40.7% | $20.55万 | 加仓 |
| — | VALKYRIE ETF TRUST II | $71.24万 | 0.00% | 20,459 | 1,402 | 7.4% | $4.88万 | 加仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $71.60万 | 0.00% | 5,999 | 130 | 2.2% | $1.55万 | 加仓 |