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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $88.59万 | 0.00% | 12,447 | -119 | -0.9% | -$8,470 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $88.65万 | 0.00% | 5,107 | 761 | 17.5% | $13.21万 | 加仓 |
| GSEW | GOLDMAN SACHS ETF TR | $88.76万 | 0.00% | 10,485 | 1,739 | 19.9% | $14.72万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $88.78万 | 0.00% | 11,287 | 494 | 4.6% | $3.89万 | 加仓 |
| CACI | CACI INTL INC | $88.87万 | 0.00% | 1,634 | -80 | -4.7% | -$4.35万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $88.90万 | 0.00% | 5,927 | -1,029 | -14.8% | -$15.43万 | 减仓 |
| — | INVESCO DB MULTI-SECTOR COMM | $89.14万 | 0.00% | 30,249 | -13,166 | -30.3% | -$38.80万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $89.42万 | 0.00% | 19,849 | 3,581 | 22.0% | $16.13万 | 加仓 |
| GAPR | FIRST TR EXCHNG TRADED FD VI | $89.45万 | 0.00% | 22,102 | -300 | -1.3% | -$1.21万 | 减仓 |
| NVT | NVENT ELEC PLC | $89.49万 | 0.00% | 7,566 | 2,850 | 60.4% | $33.71万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $89.98万 | 0.00% | 42,204 | 3,799 | 9.9% | $8.10万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $89.99万 | 0.00% | 34,893 | 22,703 | 186.2% | $58.55万 | 加仓 |
| SOFR | AMPLIFY ETF TR | $90.14万 | 0.00% | 9,001 | 697 | 8.4% | $6.98万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $90.27万 | 0.00% | 14,552 | 307 | 2.2% | $1.90万 | 加仓 |
| MLN | VANECK ETF TRUST | $90.31万 | 0.00% | 51,785 | 32,516 | 168.7% | $56.71万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $90.42万 | 0.00% | 15,613 | -1,683 | -9.7% | -$9.75万 | 减仓 |
| — | BOEING CO | $90.45万 | 0.00% | 13,941 | 1,930 | 16.1% | $12.52万 | 加仓 |
| RY | ROYAL BK CDA | $90.55万 | 0.00% | 5,597 | 2,373 | 73.6% | $38.39万 | 加仓 |
| — | PARNASSUS INCOME FDS | $90.62万 | 0.00% | 36,250 | 25,355 | 232.7% | $63.39万 | 加仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $91.06万 | 0.00% | 33,837 | 934 | 2.8% | $2.51万 | 加仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $91.07万 | 0.00% | 103,728 | -800 | -0.8% | -$7,024 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $91.08万 | 0.00% | 39,755 | -9,824 | -19.8% | -$22.51万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $91.14万 | 0.00% | 3,030 | 15 | 0.5% | $4,512 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $91.47万 | 0.00% | 12,076 | 769 | 6.8% | $5.82万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $91.54万 | 0.00% | 38,174 | 683 | 1.8% | $1.64万 | 加仓 |
| PHM | PULTE GROUP INC | $91.60万 | 0.00% | 7,788 | 1,264 | 19.4% | $14.87万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $91.78万 | 0.00% | 4,683 | 1,097 | 30.6% | $21.50万 | 加仓 |
| EIPI | FIRST TR EXCHNG TRADED FD VI | $91.96万 | 0.00% | 40,887 | 3,478 | 9.3% | $7.82万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $91.96万 | 0.00% | 35,867 | 219 | 0.6% | $5,615 | 加仓 |
| NFLT | ETFIS SER TR I | $92.08万 | 0.00% | 40,476 | 5,703 | 16.4% | $12.97万 | 加仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $92.41万 | 0.00% | 20,628 | -10,230 | -33.2% | -$45.83万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $92.42万 | 0.00% | 5,069 | -114 | -2.2% | -$2.08万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $92.52万 | 0.00% | 17,469 | -785 | -4.3% | -$4.16万 | 减仓 |
| ICOW | PACER FDS TR | $92.78万 | 0.00% | 21,861 | -23,090 | -51.4% | -$97.99万 | 减仓 |
| QQQI | NEOS ETF TRUST | $93.55万 | 0.00% | 18,827 | 6,639 | 54.5% | $32.99万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $93.60万 | 0.00% | 78,653 | 33,693 | 74.9% | $40.09万 | 加仓 |
| — | PIMCO ETF TR | $93.73万 | 0.00% | 17,639 | -735 | -4.0% | -$3.91万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $93.92万 | 0.00% | 12,382 | 958 | 8.4% | $7.27万 | 加仓 |
| IBDR | ISHARES TR | $94.26万 | 0.00% | 38,886 | -7,514 | -16.2% | -$18.21万 | 减仓 |
| COHR | COHERENT CORP | $94.33万 | 0.00% | 3,960 | 2,447 | 161.7% | $58.29万 | 加仓 |
| WCC | WESCO INTL INC | $94.50万 | 0.00% | 3,454 | -5 | -0.1% | -$1,368 | 减仓 |
| AOA | ISHARES TR | $94.61万 | 0.00% | 10,692 | 530 | 5.2% | $4.69万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $94.71万 | 0.00% | 12,436 | -124 | -1.0% | -$9,444 | 减仓 |
| FNV | FRANCO NEV CORP | $94.80万 | 0.00% | 3,837 | 776 | 25.4% | $19.17万 | 加仓 |
| WY | WEYERHAEUSER CO | $94.91万 | 0.00% | 38,850 | 878 | 2.3% | $2.14万 | 加仓 |
| IREN | IREN LIMITED | $95.00万 | 0.00% | 27,712 | 6,099 | 28.2% | $20.91万 | 加仓 |
| TXT | TEXTRON INC | $95.07万 | 0.00% | 10,858 | 766 | 7.6% | $6.71万 | 加仓 |
| — | EATON VANCE MUN INCOME TR | $95.09万 | 0.00% | 91,342 | 3,923 | 4.5% | $4.08万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $95.12万 | 0.00% | 1,616 | -172 | -9.6% | -$10.12万 | 减仓 |
| VNOM | VIPER ENERGY INC | $95.87万 | 0.00% | 20,402 | 2,723 | 15.4% | $12.80万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $96.04万 | 0.00% | 49,177 | -12,099 | -19.7% | -$23.63万 | 减仓 |
| GSST | GOLDMAN SACHS ETF TR | $96.10万 | 0.00% | 19,011 | 13,904 | 272.3% | $70.28万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.36万 | 0.00% | 35,179 | 35,179 | — | $96.36万 | 新建仓 |
| WSO | WATSCO INC | $96.45万 | 0.00% | 2,651 | 118 | 4.7% | $4.29万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $96.78万 | 0.00% | 19,587 | 404 | 2.1% | $2.00万 | 加仓 |
| IETC | ISHARES U S ETF TR | $96.80万 | 0.00% | 10,953 | 6,555 | 149.0% | $57.93万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $96.88万 | 0.00% | 19,377 | 3,364 | 21.0% | $16.82万 | 加仓 |
| EZU | ISHARES INC | $97.37万 | 0.00% | 15,545 | -26 | -0.2% | -$1,629 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $97.87万 | 0.00% | 12,542 | 6,797 | 118.3% | $53.04万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $97.98万 | 0.00% | 34,129 | 2,069 | 6.5% | $5.94万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $98.03万 | 0.00% | 92,395 | 10,972 | 13.5% | $11.64万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $98.54万 | 0.01% | 120,616 | 102,588 | 569.0% | $83.81万 | 加仓 |
| IBND | SPDR SERIES TRUST | $99.38万 | 0.01% | 31,975 | 8,559 | 36.6% | $26.60万 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $99.41万 | 0.01% | 76,765 | 3,410 | 4.6% | $4.42万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $99.47万 | 0.01% | 33,470 | 2,391 | 7.7% | $7.11万 | 加仓 |
| JOE | ST JOE CO | $99.57万 | 0.01% | 15,855 | 13,985 | 747.9% | $87.83万 | 加仓 |
| FIX | COMFORT SYS USA INC | $99.66万 | 0.01% | 723 | -781 | -51.9% | -$107.65万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $100.04万 | 0.01% | 6,613 | -3,203 | -32.6% | -$48.46万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $100.06万 | 0.01% | 32,434 | 1,376 | 4.4% | $4.25万 | 加仓 |
| ES | EVERSOURCE ENERGY | $101.14万 | 0.01% | 14,599 | -245 | -1.7% | -$1.70万 | 减仓 |
| GIS | GENERAL MILLS INC | $101.16万 | 0.01% | 27,180 | -5,425 | -16.6% | -$20.19万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $101.58万 | 0.01% | 2,871 | 518 | 22.0% | $18.33万 | 加仓 |
| SNOW | SNOWFLAKE INC | $101.94万 | 0.01% | 6,759 | 618 | 10.1% | $9.32万 | 加仓 |
| ITT | ITT INC | $101.98万 | 0.01% | 5,352 | 49 | 0.9% | $9,336 | 加仓 |
| RYN | RAYONIER INC | $102.13万 | 0.01% | 49,528 | 45,658 | 1,179.8% | $94.15万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $102.41万 | 0.01% | 6,167 | 113 | 1.9% | $1.88万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $102.80万 | 0.01% | 21,395 | 12,983 | 154.3% | $62.38万 | 加仓 |
| IEUR | ISHARES TR | $102.81万 | 0.01% | 14,630 | -167,008 | -91.9% | -$1,173.57万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $102.84万 | 0.01% | 43,956 | 7,087 | 19.2% | $16.58万 | 加仓 |
| CR | CRANE COMPANY | $102.93万 | 0.01% | 6,019 | 422 | 7.5% | $7.22万 | 加仓 |
| TITN | TITAN MACHY INC | $103.04万 | 0.01% | 61,626 | 61,626 | — | $103.04万 | 新建仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $103.84万 | 0.01% | 20,462 | 14,643 | 251.6% | $74.31万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $103.84万 | 0.01% | 28,631 | -18,310 | -39.0% | -$66.41万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $104.44万 | 0.01% | 12,125 | 12,125 | — | $104.44万 | 新建仓 |
| EES | WISDOMTREE TR | $104.73万 | 0.01% | 18,041 | -88 | -0.5% | -$5,108 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $104.77万 | 0.01% | 75,048 | 6,644 | 9.7% | $9.28万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $104.87万 | 0.01% | 9,744 | 429 | 4.6% | $4.62万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $104.91万 | 0.01% | 11,557 | -376 | -3.2% | -$3.41万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $105.14万 | 0.01% | 22,295 | 3,593 | 19.2% | $16.94万 | 加仓 |
| EXEL | EXELIXIS INC | $105.57万 | 0.01% | 24,614 | 7,768 | 46.1% | $33.32万 | 加仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $105.60万 | 0.01% | 90,642 | 8,298 | 10.1% | $9.67万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $105.82万 | 0.01% | 8,070 | -393 | -4.6% | -$5.15万 | 减仓 |
| HUBB | HUBBELL INC | $106.02万 | 0.01% | 2,160 | 74 | 3.5% | $3.63万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $106.18万 | 0.01% | 191,316 | 177,413 | 1,276.1% | $98.46万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $106.75万 | 0.01% | 23,171 | 1,392 | 6.4% | $6.41万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $107.33万 | 0.01% | 14,119 | -12,708 | -47.4% | -$96.60万 | 减仓 |
| NXT | NEXTPOWER INC | $107.55万 | 0.01% | 8,922 | 2,040 | 29.6% | $24.59万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $107.69万 | 0.01% | 40,994 | 7,915 | 23.9% | $20.79万 | 加仓 |
| KHC | KRAFT HEINZ CO | $107.71万 | 0.01% | 47,895 | -13,348 | -21.8% | -$30.02万 | 减仓 |
| KRE | SPDR SERIES TRUST | $107.75万 | 0.01% | 16,539 | -1,833 | -10.0% | -$11.94万 | 减仓 |