13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.4%
AAPL 3.2%
IVV 2.3%
GOOGL 2.3%
AMZN 2.1%
MSFT 2.0%
META 2.0%
AGG 1.9%
IEMG 1.6%
JPM 1.5%

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
IBDY ISHARES TR $1550.00%6 6— $155 新建仓
IBDZ ISHARES TR $1560.00%6 6— $156 新建仓
— SKILLZ INC $1610.00%62 50416.7% $130 加仓
— AVANOS MED INC $1680.00%12 00.0% — 不变
— CODA OCTOPUS GROUP INC $1700.00%15 15— $170 新建仓
— AURORA CANNABIS INC $1740.00%53 -8-13.1% -$26 减仓
— TIDAL TRUST II $1740.00%11 11— $174 新建仓
— PSQ HOLDINGS INC $1750.00%330 250312.5% $133 加仓
ZIP ZIPRECRUITER INC $1770.00%96 00.0% — 不变
— ELEVRA LITHIUM LTD $1770.00%3 00.0% — 不变
MSOS ADVISORSHARES TR $1780.00%50 00.0% — 不变
— DIGITAL BRANDS GROUP INC $1800.00%100 00.0% — 不变
HP HELMERICH & PAYNE INC $1800.00%5 00.0% — 不变
CMRC COMMERCE.COM INC $1820.00%68 00.0% — 不变
— BEYOND MEAT INC $1900.00%270 2510.2% $18 加仓
— GRACE THERAPEUTICS INC $1900.00%41 00.0% — 不变
CON CONCENTRA GROUP HOLDINGS PAR $1930.00%9 00.0% — 不变
AIV APARTMENT INVT & MGMT CO $1950.00%48 00.0% — 不变
PDS PRECISION DRILLING CORP $1970.00%2 -6-75.0% -$591 减仓
— ORION PROPERTIES INC $2020.00%94 00.0% — 不变
UHT UNIVERSAL HEALTH RLTY INCOME $2020.00%5 5— $202 新建仓
IBDX ISHARES TR $2020.00%8 8— $202 新建仓
— OCEAN PWR TECHNOLOGIES INC $2110.00%603 00.0% — 不变
NGVT INGEVITY CORP $2140.00%3 -196-98.5% -$1.40万 重新持有
ACH ACCENDRA HEALTH INC $2170.00%95 00.0% — 不变
— INVESCO EXCHANGE TRADED FD T $2320.00%7 -877-99.2% -$2.91万 减仓
BHC BAUSCH HEALTH COS INC $2320.00%43 00.0% — 不变
— GOLD RESOURCE CORP $2430.00%203 00.0% — 不变
— FRIEDMAN INDS INC $2480.00%14 00.0% — 不变
— ALAUNOS THERAPEUTICS INC $2630.00%92 00.0% — 不变
— HEALTH CATALYST INC $2680.00%211 00.0% — 不变
HEI HEICO CORP NEW $2740.00%1 00.0% — 不变
AMC AMC ENTMT HLDGS INC $2770.00%283 00.0% — 不变
— FORTRESS BIOTECH INC $2790.00%100 -2,300-95.8% -$6,417 减仓
— TIZIANA LIFE SCIENCES LTD $2870.00%245 00.0% — 不变
CIM CHIMERA INVT CORP $2880.00%23 14.5% $13 加仓
AGIO AGIOS PHARMACEUTICALS INC $3040.00%9 00.0% — 不变
WOLF WOLFSPEED INC $3270.00%20 12150.0% $196 加仓
— GOSSAMER BIO INC $3290.00%1,000 00.0% — 不变
IFRX INFLARX NV $3350.00%375 -9,625-96.2% -$8,598 减仓
GTM ZOOMINFO TECHNOLOGIES INC $3350.00%56 00.0% — 不变
CLNE CLEAN ENERGY FUELS CORP $3350.00%135 3028.6% $74 加仓
— WESTERN COPPER & GOLD CORP $3360.00%133 133— $336 新建仓
IDR IDAHO STRATEGIC RESOURCES $3530.00%11 11— $353 新建仓
CCSI CONSENSUS CLOUD SOLUTIONS IN $3560.00%15 00.0% — 不变
— ORACLE CORP $3600.00%8 8— $360 新建仓
GLOB GLOBANT S A $3690.00%8 00.0% — 不变
— GCI LIBERTY INC $3690.00%10 5100.0% $184 加仓
SPXL DIREXION SHARES ETF TRUST $3700.00%2 00.0% — 不变
BRIE MFS ACTIVE EXCHANGE TRADED F $3790.00%14 14— $379 新建仓
FSBW FS BANCORP INC $3860.00%10 00.0% — 不变
— EVOGENE LTD $3890.00%505 00.0% — 不变
XRN CHIRON REAL ESTATE INC $3970.00%12 00.0% — 不变
— TRIVAGO N V $4090.00%151 00.0% — 不变
ADEA ADEIA INC $4090.00%17 17— $409 新建仓
— TIDAL TRUST I $4120.00%20 00.0% — 不变
DOLE DOLE PLC $4140.00%29 29— $414 新建仓
SABR SABRE CORP $4350.00%300 00.0% — 不变
BNED BARNES & NOBLE ED INC $4420.00%50 00.0% — 不变
— ALT5 SIGMA CORP $4440.00%400 400— $444 新建仓
SHC SOTERA HEALTH CO $4450.00%31 00.0% — 不变
— ACRIVON THERAPEUTICS INC $4530.00%326 326— $453 新建仓
CERT CERTARA INC $4620.00%81 00.0% — 不变
INSP INSPIRE MED SYS INC $4640.00%9 -6-40.0% -$309 减仓
— ENLIVEX LTD $4650.00%500 00.0% — 不变
— AMERICAN OUTDOOR BRANDS INC $4680.00%50 00.0% — 不变
MGNI MAGNITE INC $4750.00%40 -7,420-99.5% -$8.81万 减仓
PGNY PROGYNY INC $4750.00%28 -451-94.2% -$7,651 减仓
— DRAGANFLY INC. $4910.00%100 100— $491 新建仓
XRX XEROX HOLDINGS CORP $4990.00%387 -2,038-84.0% -$2,628 减仓
CCC CCC INTELLIGENT SOLUTIONS HL $5100.00%85 -251-74.7% -$1,506 减仓
— POMDOCTOR LTD $5140.00%2,000 2,000— $514 新建仓
— ISHARES TR $5170.00%17 17— $517 新建仓
— FILANA THERAPEUTICS INC $5270.00%312 00.0% — 不变
SLN SILENCE THERAPEUTICS PLC $5270.00%100 00.0% — 不变
— CANOPY GROWTH CORPORATION $5320.00%560 -123-18.0% -$117 减仓
HYLN HYLIION HOLDINGS CORP $5600.00%318 -2-0.6% -$4 减仓
ATMU ATMUS FILTRATION TECHNOLOGIE $5680.00%10 00.0% — 不变
LXEO LEXEO THERAPEUTICS INC $5740.00%100 00.0% — 不变
EPRT ESSENTIAL PPTYS RLTY TR INC $5770.00%19 00.0% — 不变
TDVG T ROWE PRICE ETF INC $5800.00%13 13— $580 新建仓
ANGI ANGI INC $6020.00%88 -4-4.3% -$27 减仓
— BRENMILLER ENERGY LTD $6030.00%1,000 1,000— $603 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $6040.00%8 8— $604 新建仓
JPRE J P MORGAN EXCHANGE TRADED F $6250.00%13 00.0% — 不变
— BRC INC $6280.00%809 -35-4.1% -$27 减仓
ODD ODDITY TECH LTD $6290.00%47 00.0% — 不变
GNK GENCO SHIPPING & TRADING LTD $6310.00%28 00.0% — 不变
ACHV ACHIEVE LIFE SCIENCE INC $6320.00%215 -4,425-95.4% -$1.30万 减仓
ENIC ENEL CHILE SA $6340.00%161 00.0% — 不变
— GAMESTOP CORP NEW $6370.00%165 -852-83.8% -$3,289 减仓
LCID LUCID GROUP INC $6390.00%67 -120-64.2% -$1,144 减仓
VCEL VERICEL CORP $6430.00%20 00.0% — 不变
HAUZ DBX ETF TR $6550.00%29 00.0% — 不变
— SKY QUARRY INC $6730.00%262 262— $673 新建仓
AAXJ ISHARES TR $6740.00%7 00.0% — 不变
— MEDIWOUND LTD $6770.00%42 00.0% — 不变
— HAIN CELESTIAL GROUP INC $6980.00%1,000 00.0% — 不变
— FUEL TECH INC $7320.00%600 00.0% — 不变
OCGN OCUGEN INC $7330.00%405 00.0% — 不变