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 |
|---|---|---|---|---|---|---|---|---|
| POWR | ISHARES INC | $277.04万 | 0.01% | 105,620 | 103,717 | 5,450.2% | $272.05万 | 加仓 |
| — | HARBOR ETF TRUST | $280.67万 | 0.01% | 68,682 | 11,113 | 19.3% | $45.41万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $281.41万 | 0.01% | 76,910 | 12 | 0.0% | $439 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $281.52万 | 0.01% | 82,875 | 921 | 1.1% | $3.13万 | 加仓 |
| MOS | MOSAIC CO | $281.71万 | 0.01% | 110,476 | 97,809 | 772.2% | $249.41万 | 加仓 |
| INFL | LISTED FDS TR | $281.74万 | 0.01% | 54,118 | 2,483 | 4.8% | $12.93万 | 加仓 |
| SCZ | ISHARES TR | $282.01万 | 0.01% | 35,966 | 6,510 | 22.1% | $51.04万 | 加仓 |
| MGC | VANGUARD WORLD FD | $282.23万 | 0.01% | 11,941 | 1,832 | 18.1% | $43.30万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $282.35万 | 0.01% | 93,430 | -10,977 | -10.5% | -$33.17万 | 减仓 |
| IUSV | ISHARES TR | $282.39万 | 0.01% | 27,617 | 3,368 | 13.9% | $34.44万 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $283.35万 | 0.01% | 89,952 | -8,670 | -8.8% | -$27.31万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $283.91万 | 0.01% | 17,474 | -492 | -2.7% | -$7.99万 | 减仓 |
| VV | VANGUARD INDEX FDS | $284.04万 | 0.01% | 9,504 | 97 | 1.0% | $2.90万 | 加仓 |
| IWY | ISHARES TR | $284.79万 | 0.01% | 11,445 | 2,286 | 25.0% | $56.88万 | 加仓 |
| NVO | NOVO-NORDISK A S | $284.91万 | 0.01% | 77,526 | -97,048 | -55.6% | -$356.65万 | 减仓 |
| CTVA | CORTEVA INC | $284.97万 | 0.01% | 34,043 | -522 | -1.5% | -$4.37万 | 减仓 |
| SF | STIFEL FINL CORP | $286.86万 | 0.01% | 38,807 | 3,634 | 10.3% | $26.86万 | 加仓 |
| HAL | HALLIBURTON CO | $288.14万 | 0.01% | 73,900 | 39,448 | 114.5% | $153.81万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $288.44万 | 0.01% | 6,078 | 21 | 0.3% | $9,966 | 加仓 |
| ATI | ATI INC | $288.61万 | 0.01% | 19,841 | 15,050 | 314.1% | $218.92万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $289.66万 | 0.01% | 78,990 | 8,488 | 12.0% | $31.13万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $290.79万 | 0.01% | 52,938 | -4,270 | -7.5% | -$23.45万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $292.10万 | 0.01% | 127,277 | -15,377 | -10.8% | -$35.29万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $292.41万 | 0.01% | 212,046 | -1,344 | -0.6% | -$1.85万 | 减仓 |
| DBEF | DBX ETF TR | $292.96万 | 0.01% | 59,303 | 166 | 0.3% | $8,200 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $293.59万 | 0.01% | 164,847 | 1,083 | 0.7% | $1.93万 | 加仓 |
| SUSA | ISHARES TR | $294.24万 | 0.02% | 22,274 | 414 | 1.9% | $5.47万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $295.49万 | 0.02% | 69,528 | -305 | -0.4% | -$1.30万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $298.10万 | 0.02% | 14,108 | 1,990 | 16.4% | $42.05万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $298.87万 | 0.02% | 2,579 | -2,364 | -47.8% | -$273.96万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $300.03万 | 0.02% | 67,030 | 14,361 | 27.3% | $64.28万 | 加仓 |
| EAGG | ISHARES TR | $301.11万 | 0.02% | 63,324 | 4,637 | 7.9% | $22.05万 | 加仓 |
| — | PROSHARES TR | $305.01万 | 0.02% | 76,673 | 17,419 | 29.4% | $69.29万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $305.04万 | 0.02% | 142,941 | -83,613 | -36.9% | -$178.43万 | 减仓 |
| CSL | CARLISLE COS INC | $305.07万 | 0.02% | 9,144 | 1,137 | 14.2% | $37.93万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $305.55万 | 0.02% | 61,294 | 24,459 | 66.4% | $121.93万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $306.68万 | 0.02% | 40,540 | 843 | 2.1% | $6.38万 | 加仓 |
| MAS | MASCO CORP | $306.91万 | 0.02% | 50,839 | -3,772 | -6.9% | -$22.77万 | 减仓 |
| BN | BROOKFIELD CORP | $307.07万 | 0.02% | 75,876 | -99 | -0.1% | -$4,006 | 减仓 |
| GLDM | WORLD GOLD TR | $307.23万 | 0.02% | 33,146 | -7,722 | -18.9% | -$71.58万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $308.54万 | 0.02% | 31,349 | 552 | 1.8% | $5.43万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $313.21万 | 0.02% | 81,522 | 14,883 | 22.3% | $57.18万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $313.36万 | 0.02% | 31,276 | -4,516 | -12.6% | -$45.25万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $313.83万 | 0.02% | 120,150 | 22,158 | 22.6% | $57.88万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $314.73万 | 0.02% | 39,058 | 37,645 | 2,664.2% | $303.34万 | 加仓 |
| CCJ | CAMECO CORP | $317.32万 | 0.02% | 29,217 | 4,387 | 17.7% | $47.65万 | 加仓 |
| MDYV | SPDR SERIES TRUST | $318.08万 | 0.02% | 37,356 | 120 | 0.3% | $1.02万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $318.09万 | 0.02% | 38,589 | 4,098 | 11.9% | $33.78万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $318.70万 | 0.02% | 49,031 | 1,827 | 3.9% | $11.88万 | 加仓 |
| JNK | SPDR SERIES TRUST | $319.05万 | 0.02% | 33,332 | -5,077 | -13.2% | -$48.60万 | 减仓 |
| EWG | ISHARES INC | $319.53万 | 0.02% | 80,546 | -35,095 | -30.3% | -$139.22万 | 减仓 |
| HROW | HARROW INC | $319.56万 | 0.02% | 90,629 | 6,940 | 8.3% | $24.47万 | 加仓 |
| DSI | ISHARES TR | $321.02万 | 0.02% | 26,489 | 63 | 0.2% | $7,635 | 加仓 |
| AIO | VIRTUS ARTIFICIAL INTELLIGEN | $321.62万 | 0.02% | 150,221 | 9,417 | 6.7% | $20.16万 | 加仓 |
| BTZ | BLACKROCK CR ALLOCATION | $323.51万 | 0.02% | 320,311 | -10,509 | -3.2% | -$10.61万 | 减仓 |
| PKG | PACKAGING CORP AMER | $323.80万 | 0.02% | 15,257 | 13,428 | 734.2% | $284.98万 | 加仓 |
| USB | US BANCORP | $325.72万 | 0.02% | 62,626 | 6,175 | 10.9% | $32.12万 | 加仓 |
| EQIX | EQUINIX INC | $325.94万 | 0.02% | 3,325 | 148 | 4.7% | $14.51万 | 加仓 |
| VAW | VANGUARD WORLD FD | $326.91万 | 0.02% | 14,508 | 56 | 0.4% | $1.26万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $328.27万 | 0.02% | 36,278 | 5,898 | 19.4% | $53.37万 | 加仓 |
| XYL | XYLEM INC | $329.61万 | 0.02% | 27,582 | 1,322 | 5.0% | $15.80万 | 加仓 |
| DVYE | ISHARES INC | $330.66万 | 0.02% | 96,178 | 99 | 0.1% | $3,404 | 加仓 |
| DES | WISDOMTREE TR | $331.95万 | 0.02% | 92,361 | 17,043 | 22.6% | $61.25万 | 加仓 |
| QJUN | FIRST TR EXCHNG TRADED FD VI | $333.01万 | 0.02% | 106,579 | -1,715 | -1.6% | -$5.36万 | 减仓 |
| PULS | PGIM ETF TR | $333.44万 | 0.02% | 67,362 | 29,388 | 77.4% | $145.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $333.49万 | 0.02% | 106,614 | 1,269 | 1.2% | $3.97万 | 加仓 |
| SHEL | SHELL PLC | $333.84万 | 0.02% | 35,898 | 2,952 | 9.0% | $27.45万 | 加仓 |
| XOP | SPDR SERIES TRUST | $334.05万 | 0.02% | 18,371 | 16,233 | 759.3% | $295.17万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $334.94万 | 0.02% | 84,157 | 79,921 | 1,886.7% | $318.09万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $335.35万 | 0.02% | 81,674 | 81,674 | — | $335.35万 | 新建仓 |
| MET | METLIFE INC | $335.92万 | 0.02% | 47,500 | 3,559 | 8.1% | $25.17万 | 加仓 |
| ONEQ | FIDELITY COMWLTH TR | $336.06万 | 0.02% | 39,578 | -155,751 | -79.7% | -$1,322.48万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $337.18万 | 0.02% | 59,594 | 6,102 | 11.4% | $34.53万 | 加仓 |
| QGRO | AMERICAN CENTY ETF TR | $338.35万 | 0.02% | 32,214 | 10,321 | 47.1% | $108.40万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $339.20万 | 0.02% | 52,499 | 1,099 | 2.1% | $7.10万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $339.50万 | 0.02% | 126,162 | 9,208 | 7.9% | $24.78万 | 加仓 |
| NUE | NUCOR CORP | $340.61万 | 0.02% | 20,143 | 1,891 | 10.4% | $31.98万 | 加仓 |
| AON | AON PLC | $341.29万 | 0.02% | 10,573 | 8,782 | 490.3% | $283.48万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $342.21万 | 0.02% | 113,806 | -30,154 | -20.9% | -$90.67万 | 减仓 |
| BSTZ | BLACKROCK SCIENCE & TECHNOLO | $342.29万 | 0.02% | 154,534 | 71 | 0.0% | $1,573 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $342.67万 | 0.02% | 42,332 | -1,007 | -2.3% | -$8.15万 | 减仓 |
| PCAR | PACCAR INC | $344.80万 | 0.02% | 29,853 | -1,120 | -3.6% | -$12.94万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $346.24万 | 0.02% | 6,624 | 2,721 | 69.7% | $142.23万 | 加仓 |
| ENB | ENBRIDGE INC | $346.47万 | 0.02% | 63,997 | -663 | -1.0% | -$3.59万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $347.32万 | 0.02% | 18,848 | 1,898 | 11.2% | $34.98万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $347.83万 | 0.02% | 198,873 | 65,456 | 49.1% | $114.48万 | 加仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $348.09万 | 0.02% | 403,819 | 131,980 | 48.6% | $113.77万 | 加仓 |
| XME | SPDR SERIES TRUST | $348.79万 | 0.02% | 32,292 | 26,996 | 509.7% | $291.59万 | 加仓 |
| UWMC | UWM HOLDINGS CORPORATION | $348.89万 | 0.02% | 963,777 | 15 | 0.0% | $54 | 加仓 |
| IUSG | ISHARES TR | $349.74万 | 0.02% | 22,548 | 5,267 | 30.5% | $81.70万 | 加仓 |
| — | PGIM ETF TR | $350.06万 | 0.02% | 82,698 | 82,698 | — | $350.06万 | 新建仓 |
| YUM | YUM BRANDS INC | $350.17万 | 0.02% | 22,523 | -966 | -4.1% | -$15.02万 | 减仓 |
| TDI | TOUCHSTONE ETF TRUST | $350.25万 | 0.02% | 84,933 | 68,148 | 406.0% | $281.03万 | 加仓 |
| EEMV | ISHARES INC | $351.27万 | 0.02% | 54,267 | -289 | -0.5% | -$1.87万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $353.03万 | 0.02% | 32,158 | 11,137 | 53.0% | $122.26万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $354.46万 | 0.02% | 88,393 | 88,273 | 73,560.8% | $353.97万 | 加仓 |
| INFO | HARBOR ETF TRUST | $355.52万 | 0.02% | 151,351 | 14,695 | 10.8% | $34.52万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $356.99万 | 0.02% | 4,620 | -63 | -1.3% | -$4.87万 | 减仓 |
| MUNI | PIMCO ETF TR | $359.18万 | 0.02% | 68,821 | 14,165 | 25.9% | $73.93万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $360.44万 | 0.02% | 74,595 | 38,608 | 107.3% | $186.55万 | 加仓 |