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 |
|---|---|---|---|---|---|---|---|---|
| ARTY | ISHARES TR | $165.36万 | 0.01% | 35,539 | 17,688 | 99.1% | $82.30万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $165.52万 | 0.01% | 61,786 | 51,582 | 505.5% | $138.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $166.41万 | 0.01% | 26,647 | 238 | 0.9% | $1.49万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $166.75万 | 0.01% | 42,235 | -1,371 | -3.1% | -$5.41万 | 减仓 |
| TSEC | TOUCHSTONE ETF TRUST | $166.89万 | 0.01% | 64,712 | 45,275 | 232.9% | $116.76万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $166.93万 | 0.01% | 30,557 | 9,118 | 42.5% | $49.81万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $167.52万 | 0.01% | 79,695 | 60,350 | 312.0% | $126.86万 | 加仓 |
| — | ARES MANAGEMENT CORPORATION | $167.67万 | 0.01% | 46,342 | 12,281 | 36.1% | $44.43万 | 加仓 |
| SDOG | ALPS ETF TR | $168.03万 | 0.01% | 25,837 | 441 | 1.7% | $2.87万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $168.32万 | 0.01% | 30,648 | -69 | -0.2% | -$3,790 | 减仓 |
| VDE | VANGUARD WORLD FD | $169.07万 | 0.01% | 9,770 | 138 | 1.4% | $2.39万 | 加仓 |
| OMDA | OMADA HEALTH INC | $170.39万 | 0.01% | 135,556 | -2,254 | -1.6% | -$2.83万 | 减仓 |
| IGV | ISHARES TR | $170.39万 | 0.01% | 21,286 | 8,269 | 63.5% | $66.19万 | 加仓 |
| SMMD | ISHARES TR | $170.95万 | 0.01% | 22,390 | 22,390 | — | $170.95万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $171.88万 | 0.01% | 14,227 | -138 | -1.0% | -$1.67万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $172.04万 | 0.01% | 18,437 | 1,914 | 11.6% | $17.86万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $172.21万 | 0.01% | 51,221 | -162 | -0.3% | -$5,446 | 减仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $172.50万 | 0.01% | 34,694 | 1,102 | 3.3% | $5.48万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $173.94万 | 0.01% | 34,119 | 8,234 | 31.8% | $41.98万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $174.14万 | 0.01% | 45,082 | -2,602 | -5.5% | -$10.05万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $174.61万 | 0.01% | 13,328 | 924 | 7.4% | $12.11万 | 加仓 |
| TTE | TOTALENERGIES SE | $175.90万 | 0.01% | 19,324 | 3,802 | 24.5% | $34.61万 | 加仓 |
| — | COTERRA ENERGY INC | $176.54万 | 0.01% | 50,240 | 2,532 | 5.3% | $8.90万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $176.80万 | 0.01% | 15,621 | -562 | -3.5% | -$6.36万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $176.99万 | 0.01% | 16,664 | 315 | 1.9% | $3.35万 | 加仓 |
| IDXX | IDEXX LABS INC | $177.39万 | 0.01% | 3,157 | -600 | -16.0% | -$33.71万 | 减仓 |
| XT | ISHARES TR | $178.17万 | 0.01% | 26,144 | 24,407 | 1,405.1% | $166.33万 | 加仓 |
| IHI | ISHARES TR | $178.78万 | 0.01% | 33,510 | 11,520 | 52.4% | $61.46万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $178.79万 | 0.01% | 319,274 | 8,735 | 2.8% | $4.89万 | 加仓 |
| ILF | ISHARES TR | $179.06万 | 0.01% | 50,411 | -13,673 | -21.3% | -$48.57万 | 减仓 |
| SUSC | ISHARES TR | $179.50万 | 0.01% | 77,581 | 5,116 | 7.1% | $11.84万 | 加仓 |
| FE | FIRSTENERGY CORP | $179.55万 | 0.01% | 35,441 | 4,552 | 14.7% | $23.06万 | 加仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $179.90万 | 0.01% | 58,760 | -3,859 | -6.2% | -$11.81万 | 减仓 |
| TOL | TOLL BROTHERS INC | $180.65万 | 0.01% | 13,238 | -387 | -2.8% | -$5.28万 | 减仓 |
| TRFK | PACER FDS TR | $181.32万 | 0.01% | 29,132 | 1,206 | 4.3% | $7.51万 | 加仓 |
| KGC | KINROSS GOLD CORP | $182.03万 | 0.01% | 59,644 | 43,395 | 267.1% | $132.44万 | 加仓 |
| IR | INGERSOLL RAND INC | $184.00万 | 0.01% | 22,965 | 5,870 | 34.3% | $47.03万 | 加仓 |
| — | WISDOMTREE TR | $184.30万 | 0.01% | 72,855 | 52,294 | 254.3% | $132.29万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $184.69万 | 0.01% | 36,696 | -50 | -0.1% | -$2,517 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $184.73万 | 0.01% | 33,076 | -745 | -2.2% | -$4.16万 | 减仓 |
| MLPX | GLOBAL X FDS | $184.87万 | 0.01% | 25,002 | 9,590 | 62.2% | $70.91万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $184.92万 | 0.01% | 10,590 | -1,449 | -12.0% | -$25.30万 | 减仓 |
| TRGP | TARGA RES CORP | $185.08万 | 0.01% | 7,382 | -73 | -1.0% | -$1.83万 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $185.82万 | 0.01% | 152,562 | -7,374 | -4.6% | -$8.98万 | 减仓 |
| SUSL | ISHARES TR | $186.16万 | 0.01% | 16,387 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP | $187.06万 | 0.01% | 186,501 | 9,588 | 5.4% | $9.62万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $187.15万 | 0.01% | 36,142 | -500 | -1.4% | -$2.59万 | 减仓 |
| VGUS | VANGUARD INSTL INDEX FD | $187.25万 | 0.01% | 24,749 | -4,563 | -15.6% | -$34.52万 | 减仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $187.97万 | 0.01% | 69,106 | 6,801 | 10.9% | $18.50万 | 加仓 |
| — | ALTSHARES TRUST | $188.43万 | 0.01% | 64,266 | 7,079 | 12.4% | $20.76万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $188.47万 | 0.01% | 26,456 | 285 | 1.1% | $2.03万 | 加仓 |
| — | KKR & CO INC | $189.64万 | 0.01% | 47,151 | 14,552 | 44.6% | $58.53万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $189.76万 | 0.01% | 4,270 | 995 | 30.4% | $44.22万 | 加仓 |
| DOV | DOVER CORP | $189.82万 | 0.01% | 9,106 | -3,898 | -30.0% | -$81.25万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $189.97万 | 0.01% | 37,641 | 37,641 | — | $189.97万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $190.78万 | 0.01% | 43,766 | -7,174 | -14.1% | -$31.27万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $190.84万 | 0.01% | 6,935 | 829 | 13.6% | $22.81万 | 加仓 |
| VPU | VANGUARD WORLD FD | $190.93万 | 0.01% | 9,636 | 559 | 6.2% | $11.08万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $190.93万 | 0.01% | 33,054 | 16,455 | 99.1% | $95.05万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $191.35万 | 0.01% | 76,540 | 36,540 | 91.3% | $91.35万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $191.49万 | 0.01% | 16,676 | 1,243 | 8.1% | $14.27万 | 加仓 |
| BIZD | VANECK ETF TRUST | $192.15万 | 0.01% | 150,118 | -38,884 | -20.6% | -$49.77万 | 减仓 |
| B | BARRICK MNG CORP | $192.33万 | 0.01% | 47,153 | 5,100 | 12.1% | $20.80万 | 加仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $192.37万 | 0.01% | 164,841 | 26,794 | 19.4% | $31.27万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $192.82万 | 0.01% | 18,654 | -1,854 | -9.0% | -$19.16万 | 减仓 |
| EFAV | ISHARES TR | $193.89万 | 0.01% | 21,221 | -708 | -3.2% | -$6.47万 | 减仓 |
| GPC | GENUINE PARTS CO | $193.91万 | 0.01% | 18,336 | 4,929 | 36.8% | $52.13万 | 加仓 |
| IYG | ISHARES TR | $194.59万 | 0.01% | 23,489 | 19,391 | 473.2% | $160.64万 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $194.92万 | 0.01% | 54,340 | 5,131 | 10.4% | $18.40万 | 加仓 |
| DK | DELEK US HLDGS INC NEW | $195.32万 | 0.01% | 43,336 | 355 | 0.8% | $1.60万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $195.36万 | 0.01% | 110,873 | -284 | -0.3% | -$5,004 | 减仓 |
| XBI | SPDR SERIES TRUST | $195.63万 | 0.01% | 15,316 | -640 | -4.0% | -$8.17万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $196.84万 | 0.01% | 50,113 | 15,545 | 45.0% | $61.06万 | 加仓 |
| USXF | ISHARES TR | $196.89万 | 0.01% | 35,668 | -2,869 | -7.4% | -$15.84万 | 减仓 |
| ROST | ROSS STORES INC | $197.51万 | 0.01% | 9,118 | 1,829 | 25.1% | $39.62万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $197.87万 | 0.01% | 35,027 | 14,732 | 72.6% | $83.22万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $197.92万 | 0.01% | 21,209 | 1,162 | 5.8% | $10.84万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $198.00万 | 0.01% | 91,308 | -204,776 | -69.2% | -$444.06万 | 减仓 |
| IWN | ISHARES TR | $199.04万 | 0.01% | 10,498 | -2,734 | -20.7% | -$51.84万 | 减仓 |
| STT | STATE STR CORP | $199.43万 | 0.01% | 15,757 | 1,783 | 12.8% | $22.57万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $199.77万 | 0.01% | 49,035 | -586 | -1.2% | -$2.39万 | 减仓 |
| APP | APPLOVIN CORP | $200.47万 | 0.01% | 5,037 | 3,176 | 170.7% | $126.40万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $200.99万 | 0.01% | 13,629 | 12,842 | 1,631.8% | $189.39万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $201.25万 | 0.01% | 430,024 | 428,279 | 24,543.2% | $200.43万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $201.75万 | 0.01% | 10,175 | 1,248 | 14.0% | $24.74万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $201.90万 | 0.01% | 75,760 | 10,177 | 15.5% | $27.12万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $203.41万 | 0.01% | 6,689 | 319 | 5.0% | $9.70万 | 加仓 |
| DOW | DOW HLDGS INC | $205.83万 | 0.01% | 49,417 | 10,257 | 26.2% | $42.72万 | 加仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $206.28万 | 0.01% | 62,326 | 3,289 | 5.6% | $10.89万 | 加仓 |
| SYM | SYMBOTIC INC | $206.51万 | 0.01% | 38,817 | -2,705 | -6.5% | -$14.39万 | 减仓 |
| UGI | UGI CORP NEW | $206.63万 | 0.01% | 56,736 | -13,335 | -19.0% | -$48.57万 | 减仓 |
| NDAQ | NASDAQ INC | $207.25万 | 0.01% | 24,413 | -4,898 | -16.7% | -$41.58万 | 减仓 |
| EMXC | ISHARES INC | $207.41万 | 0.01% | 26,368 | -14,303 | -35.2% | -$112.51万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $208.33万 | 0.01% | 84,174 | 3,539 | 4.4% | $8.76万 | 加仓 |
| BRO | BROWN & BROWN INC | $209.75万 | 0.01% | 32,165 | 3,897 | 13.8% | $25.41万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $209.92万 | 0.01% | 6,144 | -10 | -0.2% | -$3,417 | 减仓 |
| MODL | VICTORY PORTFOLIOS II | $210.41万 | 0.01% | 47,081 | 829 | 1.8% | $3.70万 | 加仓 |
| IMTB | ISHARES TR | $210.46万 | 0.01% | 48,027 | 1,187 | 2.5% | $5.20万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $210.47万 | 0.01% | 58,530 | 5,246 | 9.8% | $18.86万 | 加仓 |
| CLOI | VANECK ETF TRUST | $210.49万 | 0.01% | 39,941 | 8,984 | 29.0% | $47.35万 | 加仓 |