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 |
|---|---|---|---|---|---|---|---|---|
| FDS | FACTSET RESH SYS INC | $129.55万 | 0.01% | 5,970 | 43 | 0.7% | $9,331 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $129.65万 | 0.01% | 27,538 | -183,346 | -86.9% | -$863.21万 | 减仓 |
| XEL | XCEL ENERGY INC | $129.76万 | 0.01% | 16,334 | -4,980 | -23.4% | -$39.56万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $130.03万 | 0.01% | 38,194 | -3,326 | -8.0% | -$11.32万 | 减仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $130.08万 | 0.01% | 33,323 | 29,412 | 752.0% | $114.81万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $130.55万 | 0.01% | 126,993 | 6,707 | 5.6% | $6.89万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $130.84万 | 0.01% | 28,680 | 3,226 | 12.7% | $14.72万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $130.95万 | 0.01% | 52,802 | 5,392 | 11.4% | $13.37万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $131.17万 | 0.01% | 21,485 | 4,846 | 29.1% | $29.59万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $131.75万 | 0.01% | 22,320 | 18,706 | 517.6% | $110.42万 | 加仓 |
| MCO | MOODYS CORP | $131.87万 | 0.01% | 3,022 | -223 | -6.9% | -$9.73万 | 减仓 |
| DTE | DTE ENERGY CO | $132.35万 | 0.01% | 9,051 | 200 | 2.3% | $2.92万 | 加仓 |
| — | VANECK ETF TRUST | $132.85万 | 0.01% | 14,679 | 4,030 | 37.8% | $36.47万 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $133.03万 | 0.01% | 48,765 | 4,142 | 9.3% | $11.30万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $133.74万 | 0.01% | 140,481 | 1,044 | 0.7% | $9,939 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $133.77万 | 0.01% | 20,234 | 4,608 | 29.5% | $30.46万 | 加仓 |
| HSBC | HSBC HLDGS PLC | $133.82万 | 0.01% | 16,222 | 3,055 | 23.2% | $25.20万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $134.07万 | 0.01% | 27,513 | -2,489 | -8.3% | -$12.13万 | 减仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $134.17万 | 0.01% | 90,778 | 100 | 0.1% | $1,478 | 加仓 |
| NEAR | ISHARES U S ETF TR | $134.97万 | 0.01% | 26,550 | -2,668 | -9.1% | -$13.56万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $135.10万 | 0.01% | 14,335 | 1,280 | 9.8% | $12.06万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $135.19万 | 0.01% | 8,323 | 4,870 | 141.0% | $79.10万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $135.38万 | 0.01% | 21,400 | 1,609 | 8.1% | $10.18万 | 加仓 |
| SMMV | ISHARES TR | $135.60万 | 0.01% | 31,089 | 1,177 | 3.9% | $5.13万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $135.78万 | 0.01% | 27,090 | -2,465 | -8.3% | -$12.35万 | 减仓 |
| MSCI | MSCI INC | $135.99万 | 0.01% | 2,523 | -2,155 | -46.1% | -$116.16万 | 减仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $136.26万 | 0.01% | 38,524 | 17,022 | 79.2% | $60.21万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $136.51万 | 0.01% | 18,141 | 8,154 | 81.6% | $61.36万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $136.93万 | 0.01% | 10,811 | -21 | -0.2% | -$2,660 | 减仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $137.26万 | 0.01% | 18,328 | -1,649 | -8.3% | -$12.35万 | 减仓 |
| FEX | FIRST TR EXCHANGE-TRADED ALP | $137.63万 | 0.01% | 11,288 | 434 | 4.0% | $5.29万 | 加仓 |
| LRN | STRIDE INC | $137.65万 | 0.01% | 15,612 | 925 | 6.3% | $8.16万 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $137.84万 | 0.01% | 111,249 | 48,029 | 76.0% | $59.51万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $138.68万 | 0.01% | 2,930 | 6 | 0.2% | $2,840 | 加仓 |
| PPL | PPL CORP | $139.14万 | 0.01% | 36,425 | 2,558 | 7.6% | $9.77万 | 加仓 |
| ITB | ISHARES TR | $139.83万 | 0.01% | 15,442 | 881 | 6.1% | $7.98万 | 加仓 |
| IONQ | IONQ INC | $140.78万 | 0.01% | 48,830 | 29,746 | 155.9% | $85.76万 | 加仓 |
| USSG | DBX ETF TR | $140.89万 | 0.01% | 23,607 | 251 | 1.1% | $1.50万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $141.25万 | 0.01% | 12,067 | 11,748 | 3,682.8% | $137.52万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $142.11万 | 0.01% | 117,930 | 2,785 | 2.4% | $3.36万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $142.30万 | 0.01% | 23,728 | 3,927 | 19.8% | $23.55万 | 加仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $142.54万 | 0.01% | 39,485 | -7,022 | -15.1% | -$25.35万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $142.56万 | 0.01% | 35,402 | -1,208 | -3.3% | -$4.86万 | 减仓 |
| CLS | CELESTICA INC | $142.69万 | 0.01% | 5,066 | 233 | 4.8% | $6.56万 | 加仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $143.92万 | 0.01% | 166,570 | 12,319 | 8.0% | $10.64万 | 加仓 |
| HACK | AMPLIFY ETF TR | $144.00万 | 0.01% | 19,177 | 2,297 | 13.6% | $17.25万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $144.98万 | 0.01% | 33,207 | 8,869 | 36.4% | $38.72万 | 加仓 |
| CET | CENTRAL SECS CORP | $145.96万 | 0.01% | 29,391 | 29,234 | 18,620.4% | $145.18万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $146.61万 | 0.01% | 5,192 | 325 | 6.7% | $9.18万 | 加仓 |
| IWV | ISHARES TR | $146.69万 | 0.01% | 3,957 | -8 | -0.2% | -$2,966 | 减仓 |
| EXC | EXELON CORP | $147.18万 | 0.01% | 30,024 | -422 | -1.4% | -$2.07万 | 减仓 |
| MKC | MCCORMICK & CO INC | $147.74万 | 0.01% | 29,290 | 7,925 | 37.1% | $39.97万 | 加仓 |
| PYLD | PIMCO ETF TR | $148.61万 | 0.01% | 56,722 | 8,724 | 18.2% | $22.86万 | 加仓 |
| CCI | CROWN CASTLE INC | $148.79万 | 0.01% | 18,299 | -528 | -2.8% | -$4.29万 | 减仓 |
| TBBK | BANCORP INC DEL | $148.81万 | 0.01% | 27,695 | 9,079 | 48.8% | $48.78万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $148.87万 | 0.01% | 95,122 | 247 | 0.3% | $3,866 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $150.06万 | 0.01% | 84,348 | 61,718 | 272.7% | $109.80万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $150.16万 | 0.01% | 47,293 | 15,935 | 50.8% | $50.59万 | 加仓 |
| REVS | COLUMBIA ETF TR I | $150.40万 | 0.01% | 52,550 | 51,250 | 3,942.3% | $146.68万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $150.91万 | 0.01% | 41,493 | 0 | 0.0% | — | 不变 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $151.01万 | 0.01% | 44,972 | 1,581 | 3.6% | $5.31万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $151.05万 | 0.01% | 61,931 | -157,111 | -71.7% | -$383.19万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $151.15万 | 0.01% | 55,045 | 3,591 | 7.0% | $9.86万 | 加仓 |
| F | FORD MTR CO | $151.29万 | 0.01% | 131,099 | -4,556 | -3.4% | -$5.26万 | 减仓 |
| SHYG | ISHARES TR | $151.95万 | 0.01% | 35,913 | 257 | 0.7% | $1.09万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $151.97万 | 0.01% | 79,982 | -636 | -0.8% | -$1.21万 | 减仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $152.53万 | 0.01% | 118,605 | 1,625 | 1.4% | $2.09万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $152.75万 | 0.01% | 30,302 | 15,002 | 98.1% | $75.63万 | 加仓 |
| SJM | SMUCKER J M CO | $153.17万 | 0.01% | 15,883 | 9,488 | 148.4% | $91.50万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $153.51万 | 0.01% | 22,232 | 9,764 | 78.3% | $67.42万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $153.68万 | 0.01% | 7,095 | -329 | -4.4% | -$7.13万 | 减仓 |
| BKLC | BNY MELLON ETF TRUST | $154.41万 | 0.01% | 12,372 | 6,156 | 99.0% | $76.83万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $154.78万 | 0.01% | 7,405 | 823 | 12.5% | $17.20万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $155.22万 | 0.01% | 16,394 | 742 | 4.7% | $7.03万 | 加仓 |
| CRMD | CORMEDIX INC | $155.81万 | 0.01% | 229,465 | 24,980 | 12.2% | $16.96万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $156.14万 | 0.01% | 7,906 | -6,558 | -45.3% | -$129.52万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $156.71万 | 0.01% | 119,447 | 77,418 | 184.2% | $101.57万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $156.87万 | 0.01% | 16,069 | 13,827 | 616.7% | $134.98万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $156.97万 | 0.01% | 34,681 | 16,327 | 89.0% | $73.90万 | 加仓 |
| SYY | SYSCO CORP | $157.49万 | 0.01% | 22,078 | 137 | 0.6% | $9,773 | 加仓 |
| WTV | WISDOMTREE TR | $157.50万 | 0.01% | 16,626 | 15,408 | 1,265.0% | $145.96万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $158.08万 | 0.01% | 62,979 | -4,821 | -7.1% | -$12.10万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $158.41万 | 0.01% | 18,671 | -853 | -4.4% | -$7.24万 | 减仓 |
| IDOG | ALPS ETF TR | $158.46万 | 0.01% | 38,044 | 7,062 | 22.8% | $29.41万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $159.22万 | 0.01% | 23,722 | -13 | -0.1% | -$873 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $159.41万 | 0.01% | 152,834 | 4,860 | 3.3% | $5.07万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $159.55万 | 0.01% | 23,863 | -1,025 | -4.1% | -$6.85万 | 减仓 |
| SRE | SEMPRA | $159.79万 | 0.01% | 16,445 | 3,002 | 22.3% | $29.17万 | 加仓 |
| SMOT | VANECK ETF TRUST | $160.67万 | 0.01% | 45,657 | -1,510 | -3.2% | -$5.31万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $160.97万 | 0.01% | 14,719 | 5,558 | 60.7% | $60.78万 | 加仓 |
| LII | LENNOX INTL INC | $161.67万 | 0.01% | 3,483 | 1,982 | 132.0% | $92.00万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $162.08万 | 0.01% | 144,326 | 4,478 | 3.2% | $5.03万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $162.43万 | 0.01% | 21,073 | 763 | 3.8% | $5.88万 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $162.77万 | 0.01% | 13,480 | -2,766 | -17.0% | -$33.40万 | 减仓 |
| ESML | ISHARES TR | $163.65万 | 0.01% | 34,804 | 23 | 0.1% | $1,081 | 加仓 |
| SPYD | SPDR SERIES TRUST | $163.87万 | 0.01% | 35,999 | 378 | 1.1% | $1.72万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $164.53万 | 0.01% | 60,423 | 15,900 | 35.7% | $43.30万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $164.80万 | 0.01% | 35,131 | 2,876 | 8.9% | $13.49万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $164.90万 | 0.01% | 4,596 | 93 | 2.1% | $3.34万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $165.33万 | 0.01% | 33,604 | 703 | 2.1% | $3.46万 | 加仓 |