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 |
|---|---|---|---|---|---|---|---|---|
| BSCS | INVESCO EXCH TRD SLF IDX FD | $71.65万 | 0.00% | 35,083 | 2,436 | 7.5% | $4.98万 | 加仓 |
| BOTZ | GLOBAL X FDS | $71.96万 | 0.00% | 21,662 | 1,583 | 7.9% | $5.26万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $71.98万 | 0.00% | 9,902 | 1,910 | 23.9% | $13.88万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $72.20万 | 0.00% | 12,191 | 2,832 | 30.3% | $16.77万 | 加仓 |
| IYR | ISHARES TR | $72.49万 | 0.00% | 7,666 | 1,086 | 16.5% | $10.27万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $72.53万 | 0.00% | 18,650 | 0 | 0.0% | — | 不变 |
| PMAY | INNOVATOR ETFS TRUST | $72.70万 | 0.00% | 18,203 | 0 | 0.0% | — | 不变 |
| STXF | EA SERIES TRUST | $72.92万 | 0.00% | 17,374 | 7,356 | 73.4% | $30.87万 | 加仓 |
| — | ISHARES TR | $72.97万 | 0.00% | 19,969 | 19,770 | 9,934.7% | $72.24万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $72.99万 | 0.00% | 8,050 | -2,225 | -21.7% | -$20.18万 | 减仓 |
| XNIEX | VIRTUS EQUITY & CONV INCM FD | $73.01万 | 0.00% | 31,254 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC | $73.23万 | 0.00% | 1,042 | 265 | 34.1% | $18.62万 | 加仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $73.23万 | 0.00% | 45,572 | 43,847 | 2,541.9% | $70.46万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $73.65万 | 0.00% | 38,847 | 15,802 | 68.6% | $29.96万 | 加仓 |
| LEN | LENNAR CORP | $74.07万 | 0.00% | 8,530 | -798 | -8.6% | -$6.93万 | 减仓 |
| — | VANECK ETF TRUST | $74.16万 | 0.00% | 21,716 | 3,624 | 20.0% | $12.38万 | 加仓 |
| WAB | WABTEC | $74.75万 | 0.00% | 2,991 | 2 | 0.1% | $500 | 加仓 |
| DG | DOLLAR GEN CORP | $74.79万 | 0.00% | 6,299 | 566 | 9.9% | $6.72万 | 加仓 |
| JPEF | J P MORGAN EXCHANGE TRADED F | $75.21万 | 0.00% | 10,474 | -20,145 | -65.8% | -$144.66万 | 减仓 |
| REGL | PROSHARES TR | $75.32万 | 0.00% | 8,717 | 3,453 | 65.6% | $29.84万 | 加仓 |
| IWMI | NEOS ETF TRUST | $75.47万 | 0.00% | 15,922 | 15,922 | — | $75.47万 | 新建仓 |
| LNC | LINCOLN NATL CORP IND | $75.51万 | 0.00% | 21,271 | 13,353 | 168.6% | $47.40万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX INC | $75.61万 | 0.00% | 89,267 | 87,025 | 3,881.6% | $73.71万 | 加仓 |
| CIEN | CIENA CORP | $75.86万 | 0.00% | 1,954 | 108 | 5.9% | $4.19万 | 加仓 |
| — | BITWISE ETHEREUM ETF | $76.30万 | 0.00% | 50,867 | 1,040 | 2.1% | $1.56万 | 加仓 |
| IXJ | ISHARES TR | $76.35万 | 0.00% | 8,163 | -9,697 | -54.3% | -$90.70万 | 减仓 |
| CCL | CARNIVAL CORP | $76.38万 | 0.00% | 29,515 | 12,230 | 70.8% | $31.65万 | 加仓 |
| MSB | MESABI TR | $76.42万 | 0.00% | 24,260 | 108 | 0.4% | $3,402 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $76.61万 | 0.00% | 15,178 | -1,268 | -7.7% | -$6.40万 | 减仓 |
| — | LAZARD GLOBAL TOTAL RETURN & | $76.68万 | 0.00% | 47,656 | 451 | 1.0% | $7,257 | 加仓 |
| — | PEBBLEBROOK HOTEL TR | $76.70万 | 0.00% | 39,925 | -6,300 | -13.6% | -$12.10万 | 减仓 |
| DBB | INVESCO DB MULTI-SECTOR COMM | $76.71万 | 0.00% | 32,643 | -12,847 | -28.2% | -$30.19万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $76.87万 | 0.00% | 51,181 | 1,641 | 3.3% | $2.46万 | 加仓 |
| HPQ | HP INC | $76.91万 | 0.00% | 40,035 | 1,501 | 3.9% | $2.88万 | 加仓 |
| WPC | WP CAREY INC | $77.30万 | 0.00% | 11,375 | 1,538 | 15.6% | $10.45万 | 加仓 |
| ALT | ALTIMMUNE INC | $77.55万 | 0.00% | 251,781 | 6,388 | 2.6% | $1.97万 | 加仓 |
| SHM | SPDR SERIES TRUST | $77.80万 | 0.00% | 16,265 | -1,035 | -6.0% | -$4.95万 | 减仓 |
| STPZ | PIMCO ETF TR | $78.05万 | 0.00% | 14,425 | -1,945 | -11.9% | -$10.52万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $78.14万 | 0.00% | 16,285 | -1,028 | -5.9% | -$4.93万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $78.16万 | 0.00% | 10,794 | 18 | 0.2% | $1,303 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $78.61万 | 0.00% | 19,239 | -691,610 | -97.3% | -$2,825.92万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $78.75万 | 0.00% | 16,250 | -190 | -1.2% | -$9,207 | 减仓 |
| — | CALAMOS ETF TR | $79.43万 | 0.00% | 33,323 | 21,968 | 193.5% | $52.37万 | 加仓 |
| BAUG | INNOVATOR ETFS TRUST | $79.53万 | 0.00% | 16,282 | -140 | -0.9% | -$6,839 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $80.16万 | 0.00% | 27,425 | 23,883 | 674.3% | $69.81万 | 加仓 |
| HQY | HEALTHEQUITY INC | $80.19万 | 0.00% | 9,595 | 1,548 | 19.2% | $12.94万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $80.27万 | 0.00% | 89,286 | -249 | -0.3% | -$2,239 | 减仓 |
| FSIG | FIRST TR EXCHANGE-TRADED FD | $80.37万 | 0.00% | 42,436 | 408 | 1.0% | $7,728 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $80.78万 | 0.00% | 26,092 | 2,087 | 8.7% | $6.46万 | 加仓 |
| BLOK | AMPLIFY ETF TR | $80.78万 | 0.00% | 16,218 | -2,981 | -15.5% | -$14.85万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $80.84万 | 0.00% | 4,261 | -78 | -1.8% | -$1.48万 | 减仓 |
| BFC | BANK FIRST CORP | $81.04万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| JGRO | J P MORGAN EXCHANGE TRADED F | $81.15万 | 0.00% | 9,602 | -3,472 | -26.6% | -$29.34万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $81.29万 | 0.00% | 7,702 | -553 | -6.7% | -$5.84万 | 减仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $81.34万 | 0.00% | 12,367 | 1,166 | 10.4% | $7.67万 | 加仓 |
| BE | BLOOM ENERGY CORP | $81.38万 | 0.00% | 6,006 | -383 | -6.0% | -$5.19万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $82.09万 | 0.00% | 7,202 | 364 | 5.3% | $4.15万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $82.09万 | 0.00% | 2,014 | -934 | -31.7% | -$38.07万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $82.37万 | 0.00% | 29,575 | 55 | 0.2% | $1,532 | 加仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $82.61万 | 0.00% | 17,325 | -100 | -0.6% | -$4,768 | 减仓 |
| ULST | SSGA ACTIVE ETF TR | $82.61万 | 0.00% | 20,397 | 1,963 | 10.6% | $7.95万 | 加仓 |
| EPS | WISDOMTREE TR | $82.61万 | 0.00% | 12,129 | -223 | -1.8% | -$1.52万 | 减仓 |
| AA | ALCOA CORP | $82.64万 | 0.00% | 12,459 | -3,558 | -22.2% | -$23.60万 | 减仓 |
| CWST | CASELLA WASTE SYS INC | $82.69万 | 0.00% | 10,422 | 6,453 | 162.6% | $51.20万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $82.71万 | 0.00% | 5,256 | 268 | 5.4% | $4.22万 | 加仓 |
| SYSB | ISHARES TR | $83.08万 | 0.00% | 9,335 | 1,356 | 17.0% | $12.07万 | 加仓 |
| IDGT | ISHARES TR | $83.14万 | 0.00% | 8,501 | 8,074 | 1,890.9% | $78.96万 | 加仓 |
| CRH | CRH PLC | $83.15万 | 0.00% | 7,910 | -2,084 | -20.9% | -$21.91万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $83.43万 | 0.00% | 57,654 | 61 | 0.1% | $883 | 加仓 |
| GSG | ISHARES S&P GSCI COMMODITY- | $83.65万 | 0.00% | 25,937 | 25,589 | 7,353.2% | $82.52万 | 加仓 |
| MC | MOELIS & CO | $83.77万 | 0.00% | 14,697 | 30 | 0.2% | $1,710 | 加仓 |
| IEO | ISHARES TR | $83.82万 | 0.00% | 6,711 | 5,750 | 598.3% | $71.82万 | 加仓 |
| NJUL | INNOVATOR ETFS TRUST | $83.84万 | 0.00% | 11,740 | -25 | -0.2% | -$1,785 | 减仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $83.87万 | 0.00% | 6,605 | -1,162 | -15.0% | -$14.76万 | 减仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $84.03万 | 0.00% | 45,030 | 14,199 | 46.1% | $26.50万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $84.06万 | 0.00% | 19,476 | 234 | 1.2% | $1.01万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $84.33万 | 0.00% | 23,621 | -1,336 | -5.4% | -$4.77万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $84.48万 | 0.00% | 6,506 | -993 | -13.2% | -$12.89万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $84.68万 | 0.00% | 3,668 | 242 | 7.1% | $5.59万 | 加仓 |
| SHAK | SHAKE SHACK INC | $84.82万 | 0.00% | 9,587 | 3,369 | 54.2% | $29.81万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $85.11万 | 0.00% | 23,702 | -50 | -0.2% | -$1,796 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $85.41万 | 0.00% | 59,814 | -441 | -0.7% | -$6,297 | 减仓 |
| JAKK | JAKKS PAC INC | $85.63万 | 0.00% | 42,985 | 6,410 | 17.5% | $12.77万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $85.70万 | 0.00% | 6,722 | -170 | -2.5% | -$2.17万 | 减仓 |
| JSML | JANUS DETROIT STR TR | $85.78万 | 0.00% | 12,249 | 5,572 | 83.5% | $39.02万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $85.79万 | 0.00% | 33,151 | 3,469 | 11.7% | $8.98万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $86.17万 | 0.00% | 28,251 | 6,036 | 27.2% | $18.41万 | 加仓 |
| STWD | STARWOOD PPTY TR INC | $86.46万 | 0.00% | 50,209 | -187,785 | -78.9% | -$323.37万 | 减仓 |
| — | RBB FD INC | $86.59万 | 0.00% | 17,291 | 552 | 3.3% | $2.76万 | 加仓 |
| OUSM | ALPS ETF TR | $86.64万 | 0.00% | 19,809 | -1,415 | -6.7% | -$6.19万 | 减仓 |
| VMC | VULCAN MATLS CO | $86.74万 | 0.00% | 3,186 | -961 | -23.2% | -$26.16万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $86.81万 | 0.00% | 20,205 | -2,098 | -9.4% | -$9.01万 | 减仓 |
| DBA | INVESCO DB MULTI-SECTOR COMM | $86.99万 | 0.00% | 31,842 | -3,758 | -10.6% | -$10.27万 | 减仓 |
| GPZ | VANECK ETF TRUST | $87.12万 | 0.00% | 40,568 | 13,559 | 50.2% | $29.12万 | 加仓 |
| DMXF | ISHARES TR | $87.33万 | 0.00% | 11,575 | 7,047 | 155.6% | $53.17万 | 加仓 |
| IBDS | ISHARES TR | $87.44万 | 0.00% | 36,074 | -2,229 | -5.8% | -$5.40万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $87.87万 | 0.00% | 19,249 | 954 | 5.2% | $4.36万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $88.24万 | 0.00% | 12,130 | 4,267 | 54.3% | $31.04万 | 加仓 |
| HQL | ABRDN LIFE SCIENCES INVESTOR | $88.37万 | 0.00% | 54,313 | 7,127 | 15.1% | $11.60万 | 加仓 |
| SYLD | CAMBRIA ETF TR | $88.52万 | 0.00% | 11,739 | -1,212 | -9.4% | -$9.14万 | 减仓 |