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 |
|---|---|---|---|---|---|---|---|---|
| ETG | EATON VANCE TX ADV GLBL DIV | $469.11万 | 0.02% | 233,157 | 10,926 | 4.9% | $21.98万 | 加仓 |
| CAIE | CALAMOS ETF TR | $470.61万 | 0.02% | 187,196 | 32,999 | 21.4% | $82.96万 | 加仓 |
| SEPI | SCM TRUST | $475.35万 | 0.02% | 189,723 | 189,723 | — | $475.35万 | 新建仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $477.53万 | 0.02% | 75,095 | 74,082 | 7,313.1% | $471.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $480.62万 | 0.02% | 123,681 | -415 | -0.3% | -$1.61万 | 减仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $481.76万 | 0.02% | 68,470 | 6,685 | 10.8% | $47.04万 | 加仓 |
| NOBL | PROSHARES TR | $483.10万 | 0.02% | 45,571 | 6,870 | 17.8% | $72.83万 | 加仓 |
| VDC | VANGUARD WORLD FD | $487.00万 | 0.02% | 21,684 | 191 | 0.9% | $4.29万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $488.77万 | 0.02% | 25,023 | 1,752 | 7.5% | $34.22万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $490.58万 | 0.03% | 170,637 | 9,440 | 5.9% | $27.14万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $490.72万 | 0.03% | 122,251 | 11,362 | 10.2% | $45.61万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $490.82万 | 0.03% | 68,388 | 2,647 | 4.0% | $19.00万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $492.25万 | 0.03% | 187,169 | 5,145 | 2.8% | $13.53万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $494.62万 | 0.03% | 37,685 | 13,501 | 55.8% | $177.20万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $496.59万 | 0.03% | 13,072 | 1,512 | 13.1% | $57.44万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $497.17万 | 0.03% | 216,163 | 1,733 | 0.8% | $3.99万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $498.28万 | 0.03% | 21,621 | 1,415 | 7.0% | $32.61万 | 加仓 |
| INTU | INTUIT | $498.32万 | 0.03% | 11,525 | 477 | 4.3% | $20.62万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $503.59万 | 0.03% | 191,624 | 12,745 | 7.1% | $33.49万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $507.85万 | 0.03% | 143,421 | -9,477 | -6.2% | -$33.56万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $509.32万 | 0.03% | 127,938 | 31,253 | 32.3% | $124.42万 | 加仓 |
| ILCG | ISHARES TR | $509.77万 | 0.03% | 53,390 | 238 | 0.4% | $2.27万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $509.88万 | 0.03% | 294,386 | 288,249 | 4,696.9% | $499.25万 | 加仓 |
| ANGL | VANECK ETF TRUST | $510.59万 | 0.03% | 177,783 | -3,648 | -2.0% | -$10.48万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $511.79万 | 0.03% | 261,384 | 261,384 | — | $511.79万 | 新建仓 |
| IAI | ISHARES TR | $513.30万 | 0.03% | 31,265 | -2,908 | -8.5% | -$47.74万 | 减仓 |
| UL | UNILEVER PLC | $515.31万 | 0.03% | 90,453 | 7,463 | 9.0% | $42.52万 | 加仓 |
| SMLF | ISHARES TR | $517.18万 | 0.03% | 68,510 | -3,856 | -5.3% | -$29.11万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $517.93万 | 0.03% | 207,337 | -3,967 | -1.9% | -$9.91万 | 减仓 |
| HEFA | ISHARES TR | $519.22万 | 0.03% | 122,184 | 3,778 | 3.2% | $16.05万 | 加仓 |
| ADSK | AUTODESK INC | $524.33万 | 0.03% | 21,902 | 1,299 | 6.3% | $31.10万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $525.48万 | 0.03% | 114,558 | 2,819 | 2.5% | $12.93万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $529.25万 | 0.03% | 31,371 | 680 | 2.2% | $11.47万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $531.02万 | 0.03% | 165,893 | -23,990 | -12.6% | -$76.79万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $533.37万 | 0.03% | 54,476 | 967 | 1.8% | $9.47万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $538.74万 | 0.03% | 31,061 | 3,828 | 14.1% | $66.39万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $540.27万 | 0.03% | 2,867 | 2,806 | 4,600.0% | $528.77万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $542.01万 | 0.03% | 84,768 | 1,733 | 2.1% | $11.08万 | 加仓 |
| HGER | HARBOR ETF TRUST | $542.06万 | 0.03% | 174,803 | 22,922 | 15.1% | $71.08万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $542.11万 | 0.03% | 30,117 | -5,108 | -14.5% | -$91.94万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $542.16万 | 0.03% | 49,694 | 2,057 | 4.3% | $22.44万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $543.02万 | 0.03% | 121,918 | 109,752 | 902.1% | $488.84万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $543.86万 | 0.03% | 101,980 | 13,253 | 14.9% | $70.68万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $544.52万 | 0.03% | 138,134 | 132,135 | 2,202.6% | $520.88万 | 加仓 |
| IYC | ISHARES TR | $545.37万 | 0.03% | 56,270 | 23,110 | 69.7% | $223.98万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $545.49万 | 0.03% | 31,608 | 2,684 | 9.3% | $46.32万 | 加仓 |
| BAR | GRANITESHARES GOLD TR | $546.26万 | 0.03% | 118,418 | -46,056 | -28.0% | -$212.46万 | 减仓 |
| ISTB | ISHARES TR | $546.43万 | 0.03% | 112,760 | -1,787 | -1.6% | -$8.66万 | 减仓 |
| IEI | ISHARES TR | $548.28万 | 0.03% | 46,229 | 6,646 | 16.8% | $78.82万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $550.72万 | 0.03% | 108,710 | 68,958 | 173.5% | $349.34万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $550.97万 | 0.03% | 94,473 | 4,045 | 4.5% | $23.59万 | 加仓 |
| PLD | PROLOGIS INC. | $553.87万 | 0.03% | 41,902 | 845 | 2.1% | $11.17万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $554.44万 | 0.03% | 142,237 | 24,780 | 21.1% | $96.59万 | 加仓 |
| IBTH | ISHARES TR | $554.44万 | 0.03% | 247,188 | 4,049 | 1.7% | $9.08万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $557.58万 | 0.03% | 137,776 | 25,652 | 22.9% | $103.81万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $557.84万 | 0.03% | 11,504 | 849 | 8.0% | $41.17万 | 加仓 |
| SNPS | SYNOPSYS INC | $560.10万 | 0.03% | 14,127 | 2,213 | 18.6% | $87.74万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $565.27万 | 0.03% | 238,612 | 914 | 0.4% | $2.17万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $565.61万 | 0.03% | 147,218 | 57,947 | 64.9% | $222.63万 | 加仓 |
| CSX | CSX CORP | $565.99万 | 0.03% | 137,878 | 40,505 | 41.6% | $166.27万 | 加仓 |
| GWW | WW GRAINGER INC | $567.71万 | 0.03% | 5,204 | 474 | 10.0% | $51.71万 | 加仓 |
| DGS | WISDOMTREE TR | $568.04万 | 0.03% | 94,516 | 1,728 | 1.9% | $10.39万 | 加仓 |
| TKR | TIMKEN CO | $574.01万 | 0.03% | 57,076 | 54,103 | 1,819.8% | $544.11万 | 加仓 |
| IYJ | ISHARES TR | $574.15万 | 0.03% | 38,915 | 5,899 | 17.9% | $87.03万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $574.50万 | 0.03% | 5,255 | 260 | 5.2% | $28.42万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $575.99万 | 0.03% | 41,642 | 6,953 | 20.0% | $96.17万 | 加仓 |
| — | EA SERIES TRUST | $577.70万 | 0.03% | 116,038 | 116,038 | — | $577.70万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $577.77万 | 0.03% | 32,061 | -850 | -2.6% | -$15.32万 | 减仓 |
| ESGE | ISHARES INC | $578.59万 | 0.03% | 127,246 | 10,748 | 9.2% | $48.87万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $578.97万 | 0.03% | 423,531 | 87,542 | 26.1% | $119.67万 | 加仓 |
| SHOP | SHOPIFY INC | $579.28万 | 0.03% | 48,835 | -4,089 | -7.7% | -$48.50万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $579.46万 | 0.03% | 59,317 | 10,360 | 21.2% | $101.21万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $581.78万 | 0.03% | 218,630 | -7,701 | -3.4% | -$20.49万 | 减仓 |
| MKL | MARKEL GROUP INC | $585.13万 | 0.03% | 3,057 | 151 | 5.2% | $28.90万 | 加仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $586.46万 | 0.03% | 111,030 | 2,792 | 2.6% | $14.75万 | 加仓 |
| NKE | NIKE INC | $588.86万 | 0.03% | 111,485 | -12,316 | -9.9% | -$65.05万 | 减仓 |
| IUSB | ISHARES TR | $591.35万 | 0.03% | 128,026 | 52,053 | 68.5% | $240.43万 | 加仓 |
| ET | ENERGY TRANSFER L P | $595.39万 | 0.03% | 308,493 | 18,404 | 6.3% | $35.52万 | 加仓 |
| FDX | FEDEX CORP | $599.97万 | 0.03% | 16,844 | -1,738 | -9.4% | -$61.91万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $601.29万 | 0.03% | 118,809 | 21,555 | 22.2% | $109.09万 | 加仓 |
| MCK | MCKESSON CORP | $603.84万 | 0.03% | 6,978 | -399 | -5.4% | -$34.53万 | 减仓 |
| QXO | QXO INC | $604.08万 | 0.03% | 311,060 | 18,251 | 6.2% | $35.44万 | 加仓 |
| ACWI | ISHARES TR | $604.11万 | 0.03% | 43,659 | 7,325 | 20.2% | $101.36万 | 加仓 |
| AZN | ASTRAZENECA PLC | $604.56万 | 0.03% | 30,674 | 30,674 | — | $604.56万 | 新建仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $610.01万 | 0.03% | 26,066 | 4,398 | 20.3% | $102.93万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $610.42万 | 0.03% | 209,551 | -600 | -0.3% | -$1.75万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $610.91万 | 0.03% | 63,326 | 1,774 | 2.9% | $17.11万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $613.35万 | 0.03% | 33,621 | -1,100 | -3.2% | -$20.07万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $613.80万 | 0.03% | 121,980 | 39,960 | 48.7% | $201.08万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $613.97万 | 0.03% | 171,022 | 56,766 | 49.7% | $203.79万 | 加仓 |
| TFC | TRUIST FINL CORP | $617.37万 | 0.03% | 134,298 | 57,789 | 75.5% | $265.66万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $617.98万 | 0.03% | 195,749 | 142,105 | 264.9% | $448.62万 | 加仓 |
| HSY | HERSHEY CO | $618.75万 | 0.03% | 29,763 | 1,455 | 5.1% | $30.25万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $621.63万 | 0.03% | 210,794 | 2,865 | 1.4% | $8.45万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $628.06万 | 0.03% | 263,780 | -46,629 | -15.0% | -$111.02万 | 减仓 |
| TGT | TARGET CORP | $636.05万 | 0.03% | 52,480 | 10,152 | 24.0% | $123.04万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $640.46万 | 0.03% | 176,825 | 12,129 | 7.4% | $43.93万 | 加仓 |
| IBB | ISHARES TR | $640.60万 | 0.03% | 37,939 | 1,557 | 4.3% | $26.29万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $641.65万 | 0.03% | 83,832 | -13,838 | -14.2% | -$105.92万 | 减仓 |
| XTL | SPDR SERIES TRUST | $642.72万 | 0.03% | 34,176 | 2,577 | 8.2% | $48.46万 | 加仓 |