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 |
|---|---|---|---|---|---|---|---|---|
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $646.33万 | 0.03% | 9 | 0 | 0.0% | — | 不变 |
| GPIX | GOLDMAN SACHS ETF TR | $646.64万 | 0.03% | 129,224 | 46,570 | 56.3% | $233.04万 | 加仓 |
| MMM | 3M CO | $657.28万 | 0.03% | 45,258 | 3,890 | 9.4% | $56.49万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $658.45万 | 0.03% | 22,575 | 1,858 | 9.0% | $54.19万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $658.96万 | 0.03% | 77,315 | 6,421 | 9.1% | $54.73万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $670.13万 | 0.03% | 71,964 | -2,244 | -3.0% | -$20.90万 | 减仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $676.40万 | 0.03% | 226,905 | 10,777 | 5.0% | $32.13万 | 加仓 |
| ARGX | ARGENX SE | $684.32万 | 0.03% | 9,371 | 9,012 | 2,510.3% | $658.10万 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $685.53万 | 0.03% | 151,732 | 147,419 | 3,418.0% | $666.04万 | 加仓 |
| IYH | ISHARES TR | $686.25万 | 0.03% | 111,333 | -13,807 | -11.0% | -$85.11万 | 减仓 |
| ONEY | SPDR SERIES TRUST | $688.66万 | 0.04% | 57,364 | -3,930 | -6.4% | -$47.18万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $693.29万 | 0.04% | 413,413 | 398,695 | 2,708.9% | $668.61万 | 加仓 |
| NVS | NOVARTIS AG | $694.07万 | 0.04% | 45,438 | -8,823 | -16.3% | -$134.77万 | 减仓 |
| MBB | ISHARES TR | $694.87万 | 0.04% | 73,183 | -20,735 | -22.1% | -$196.88万 | 减仓 |
| FLXR | TCW ETF TRUST | $696.00万 | 0.04% | 177,234 | 8,830 | 5.2% | $34.68万 | 加仓 |
| ADBE | ADOBE INC | $696.31万 | 0.04% | 28,645 | 389 | 1.4% | $9.46万 | 加仓 |
| EZM | WISDOMTREE TR | $702.43万 | 0.04% | 104,497 | 131 | 0.1% | $8,806 | 加仓 |
| INTC | INTEL CORP | $702.89万 | 0.04% | 159,277 | 9,558 | 6.4% | $42.18万 | 加仓 |
| ACWX | ISHARES TR | $707.28万 | 0.04% | 103,298 | 27,485 | 36.3% | $188.19万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $711.65万 | 0.04% | 24,796 | 4,359 | 21.3% | $125.10万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $714.54万 | 0.04% | 140,907 | 21,074 | 17.6% | $106.87万 | 加仓 |
| DXCM | DEXCOM INC | $719.24万 | 0.04% | 114,528 | 9,650 | 9.2% | $60.60万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $724.65万 | 0.04% | 102,773 | -245,871 | -70.5% | -$1,733.64万 | 减仓 |
| VLUE | ISHARES TR | $725.54万 | 0.04% | 51,026 | -7,471 | -12.8% | -$106.23万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $729.77万 | 0.04% | 237,093 | -560 | -0.2% | -$1.72万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $730.49万 | 0.04% | 10,036 | 2,926 | 41.2% | $212.98万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $732.28万 | 0.04% | 147,088 | 4,514 | 3.2% | $22.47万 | 加仓 |
| — | SPDR SERIES TRUST | $733.45万 | 0.04% | 26,176 | 2,026 | 8.4% | $56.77万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $735.85万 | 0.04% | 18,783 | 4,964 | 35.9% | $194.47万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $737.57万 | 0.04% | 71,084 | -270,370 | -79.2% | -$2,805.36万 | 减仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $744.07万 | 0.04% | 64,752 | 541 | 0.8% | $6.22万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $744.38万 | 0.04% | 22,759 | 2,326 | 11.4% | $76.08万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $747.72万 | 0.04% | 106,270 | 2,540 | 2.4% | $17.87万 | 加仓 |
| PGR | PROGRESSIVE CORP | $750.76万 | 0.04% | 37,871 | 19,769 | 109.2% | $391.90万 | 加仓 |
| IQQQ | PROSHARES TR | $751.02万 | 0.04% | 180,137 | 4,791 | 2.7% | $19.97万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $751.37万 | 0.04% | 47,788 | 8,024 | 20.2% | $126.16万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $751.55万 | 0.04% | 80,243 | 4,624 | 6.1% | $43.31万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $755.00万 | 0.04% | 207,702 | 33,834 | 19.5% | $122.99万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $755.68万 | 0.04% | 29,032 | 851 | 3.0% | $22.15万 | 加仓 |
| SSUS | STRATEGY SHS | $760.26万 | 0.04% | 162,848 | -6,471 | -3.8% | -$30.21万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $763.22万 | 0.04% | 69,126 | 69,126 | — | $763.22万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $767.88万 | 0.04% | 122,508 | -8,101 | -6.2% | -$50.78万 | 减仓 |
| EEM | ISHARES TR | $768.45万 | 0.04% | 135,314 | 58,495 | 76.1% | $332.19万 | 加仓 |
| USHY | ISHARES TR | $773.97万 | 0.04% | 210,090 | -6,899 | -3.2% | -$25.42万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $775.05万 | 0.04% | 430,105 | -61,482 | -12.5% | -$110.79万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $778.19万 | 0.04% | 147,245 | -8,606 | -5.5% | -$45.48万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $778.21万 | 0.04% | 116,029 | -86 | -0.1% | -$5,768 | 减仓 |
| GL | GLOBE LIFE INC | $779.42万 | 0.04% | 56,005 | 32,314 | 136.4% | $449.71万 | 加仓 |
| IMCG | ISHARES TR | $783.59万 | 0.04% | 99,479 | 3,175 | 3.3% | $25.01万 | 加仓 |
| AMLP | ALPS ETF TR | $790.92万 | 0.04% | 150,251 | 9,733 | 6.9% | $51.23万 | 加仓 |
| COPX | GLOBAL X FDS | $790.97万 | 0.04% | 103,598 | 15,223 | 17.2% | $116.23万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $797.66万 | 0.04% | 17,863 | 499 | 2.9% | $22.28万 | 加仓 |
| KR | KROGER CO | $807.68万 | 0.04% | 111,619 | 24,075 | 27.5% | $174.21万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $814.44万 | 0.04% | 245,979 | 4,488 | 1.9% | $14.86万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $816.69万 | 0.04% | 230,444 | -36,090 | -13.5% | -$127.90万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $817.76万 | 0.04% | 154,937 | 10,713 | 7.4% | $56.54万 | 加仓 |
| BBY | BEST BUY INC | $819.89万 | 0.04% | 127,709 | 43,399 | 51.5% | $278.62万 | 加仓 |
| CI | THE CIGNA GROUP | $820.04万 | 0.04% | 30,742 | 14,120 | 84.9% | $376.65万 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $820.35万 | 0.04% | 209,190 | 8,484 | 4.2% | $33.27万 | 加仓 |
| IJS | ISHARES TR | $828.70万 | 0.04% | 69,962 | -1,046 | -1.5% | -$12.39万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $831.56万 | 0.04% | 166,479 | 5,297 | 3.3% | $26.46万 | 加仓 |
| TPR | TAPESTRY INC | $835.42万 | 0.04% | 59,204 | -4,359 | -6.9% | -$61.51万 | 减仓 |
| BP | BP PLC | $837.74万 | 0.04% | 178,243 | 126,891 | 247.1% | $596.39万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $838.16万 | 0.04% | 40,988 | 3,167 | 8.4% | $64.76万 | 加仓 |
| CWB | SPDR SERIES TRUST | $839.17万 | 0.04% | 91,693 | -672 | -0.7% | -$6.15万 | 减仓 |
| IHDG | WISDOMTREE TR | $841.56万 | 0.04% | 174,778 | 9,103 | 5.5% | $43.83万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $849.75万 | 0.04% | 144,565 | 8,343 | 6.1% | $49.04万 | 加仓 |
| PTLC | PACER FDS TR | $851.91万 | 0.04% | 162,392 | 1,344 | 0.8% | $7.05万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $852.72万 | 0.04% | 143,193 | -20,713 | -12.6% | -$123.35万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $863.61万 | 0.04% | 184,098 | 64,111 | 53.4% | $300.75万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $867.01万 | 0.04% | 150,418 | -1,891 | -1.2% | -$10.90万 | 减仓 |
| VLO | VALERO ENERGY CORP | $868.74万 | 0.04% | 35,160 | -1,151 | -3.2% | -$28.44万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $877.25万 | 0.04% | 166,335 | 33,715 | 25.4% | $177.81万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $879.62万 | 0.04% | 20,712 | -17,809 | -46.2% | -$756.33万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $882.85万 | 0.05% | 286,638 | 15,452 | 5.7% | $47.59万 | 加仓 |
| EMR | EMERSON ELEC CO | $884.31万 | 0.05% | 67,494 | -16,625 | -19.8% | -$217.82万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $896.71万 | 0.05% | 75,588 | -6,520 | -7.9% | -$77.35万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $900.29万 | 0.05% | 284,091 | 252,787 | 807.5% | $801.08万 | 加仓 |
| D | DOMINION ENERGY INC | $900.78万 | 0.05% | 145,711 | -12,903 | -8.1% | -$79.77万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $906.85万 | 0.05% | 202,783 | -757 | -0.4% | -$3.39万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $907.44万 | 0.05% | 32,657 | 6,983 | 27.2% | $194.04万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $912.58万 | 0.05% | 180,424 | 130,578 | 262.0% | $660.46万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $918.51万 | 0.05% | 232,651 | 58,300 | 33.4% | $230.17万 | 加仓 |
| PFFA | ETFIS SER TR I | $922.15万 | 0.05% | 452,923 | 45,413 | 11.1% | $92.46万 | 加仓 |
| GDX | VANECK ETF TRUST | $924.40万 | 0.05% | 100,730 | 2,744 | 2.8% | $25.18万 | 加仓 |
| GPN | GLOBAL PMTS INC | $932.88万 | 0.05% | 138,616 | 32,795 | 31.0% | $220.71万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $934.92万 | 0.05% | 13,703 | 1,775 | 14.9% | $121.10万 | 加仓 |
| ECL | ECOLAB INC | $938.10万 | 0.05% | 35,264 | 9,851 | 38.8% | $262.06万 | 加仓 |
| BX | BLACKSTONE INC | $946.71万 | 0.05% | 82,329 | -18,811 | -18.6% | -$216.31万 | 减仓 |
| — | SPDR INDEX SHS FDS | $948.99万 | 0.05% | 66,299 | 16,717 | 33.7% | $239.28万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $952.17万 | 0.05% | 32,525 | 9,068 | 38.7% | $265.47万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $964.53万 | 0.05% | 287,663 | 15,724 | 5.8% | $52.72万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $965.95万 | 0.05% | 358,691 | 57,921 | 19.3% | $155.98万 | 加仓 |
| CTRE | CARETRUST REIT INC | $967.08万 | 0.05% | 263,868 | 8,796 | 3.4% | $32.24万 | 加仓 |
| ISPY | PROSHARES TR | $968.75万 | 0.05% | 223,472 | 6,411 | 3.0% | $27.79万 | 加仓 |
| NLR | VANECK ETF TRUST | $968.86万 | 0.05% | 72,743 | 14,840 | 25.6% | $197.65万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $972.11万 | 0.05% | 78,106 | 802 | 1.0% | $9.98万 | 加仓 |
| STE | STERIS PLC | $982.14万 | 0.05% | 44,415 | 15,001 | 51.0% | $331.71万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $989.20万 | 0.05% | 196,386 | -2,664 | -1.3% | -$13.42万 | 减仓 |
| IJT | ISHARES TR | $989.20万 | 0.05% | 68,357 | 2,722 | 4.1% | $39.39万 | 加仓 |