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 |
|---|---|---|---|---|---|---|---|---|
| PTNQ | PACER FDS TR | $996.94万 | 0.05% | 136,641 | -3,265 | -2.3% | -$23.82万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,001.53万 | 0.05% | 192,861 | -6,859 | -3.4% | -$35.62万 | 减仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,002.11万 | 0.05% | 297,008 | 294,915 | 14,090.5% | $995.04万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,002.36万 | 0.05% | 50,550 | 6,603 | 15.0% | $130.93万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,004.15万 | 0.05% | 396,584 | 37,887 | 10.6% | $95.93万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,004.31万 | 0.05% | 203,426 | 201,063 | 8,508.8% | $992.65万 | 加仓 |
| MINT | PIMCO ETF TR | $1,008.39万 | 0.05% | 100,267 | 115 | 0.1% | $1.16万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,010.17万 | 0.05% | 350,146 | 132,563 | 60.9% | $382.44万 | 加仓 |
| UITB | VICTORY PORTFOLIOS II | $1,010.46万 | 0.05% | 214,913 | 214,713 | 107,356.5% | $1,009.52万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,020.94万 | 0.05% | 110,063 | -1,382 | -1.2% | -$12.82万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,023.93万 | 0.05% | 61,794 | 7,125 | 13.0% | $118.06万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,024.00万 | 0.05% | 306,863 | 7,041 | 2.3% | $23.50万 | 加仓 |
| IYW | ISHARES TR | $1,029.00万 | 0.05% | 56,719 | -15,938 | -21.9% | -$289.15万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,035.34万 | 0.05% | 117,040 | 11,956 | 11.4% | $105.76万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,038.30万 | 0.05% | 322,924 | 322,924 | — | $1,038.30万 | 新建仓 |
| CTAS | CINTAS CORP | $1,043.63万 | 0.05% | 61,702 | -604 | -1.0% | -$10.22万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,047.50万 | 0.05% | 75,160 | 3,796 | 5.3% | $52.90万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,053.08万 | 0.05% | 140,224 | 15,072 | 12.0% | $113.19万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,053.26万 | 0.05% | 37,118 | 16,102 | 76.6% | $456.91万 | 加仓 |
| GFF | GRIFFON CORP | $1,063.32万 | 0.05% | 146,301 | 61,248 | 72.0% | $445.15万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,080.43万 | 0.06% | 29,404 | 1,922 | 7.0% | $70.62万 | 加仓 |
| EFG | ISHARES TR | $1,098.93万 | 0.06% | 98,674 | 61,400 | 164.7% | $683.81万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,100.65万 | 0.06% | 338,246 | 21,995 | 7.0% | $71.57万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,103.20万 | 0.06% | 462,170 | 50,472 | 12.3% | $120.48万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,107.67万 | 0.06% | 67,714 | 41,110 | 154.5% | $672.48万 | 加仓 |
| ZTS | ZOETIS INC | $1,107.80万 | 0.06% | 93,714 | 62,703 | 202.2% | $741.21万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,108.00万 | 0.06% | 401,960 | 46,615 | 13.1% | $128.49万 | 加仓 |
| SHV | ISHARES TR | $1,116.13万 | 0.06% | 101,108 | 13,718 | 15.7% | $151.43万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,119.92万 | 0.06% | 56,622 | -5,026 | -8.2% | -$99.41万 | 减仓 |
| OKE | ONEOK INC NEW | $1,128.45万 | 0.06% | 124,842 | 7,395 | 6.3% | $66.84万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,134.48万 | 0.06% | 171,918 | 22,725 | 15.2% | $149.96万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $1,135.51万 | 0.06% | 102,427 | -24,161 | -19.1% | -$267.85万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,142.87万 | 0.06% | 70,665 | -16,428 | -18.9% | -$265.69万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,146.66万 | 0.06% | 303,029 | 19,123 | 6.7% | $72.36万 | 加仓 |
| DE | DEERE & CO | $1,159.94万 | 0.06% | 20,592 | -2,042 | -9.0% | -$115.02万 | 减仓 |
| VST | VISTRA CORP | $1,165.29万 | 0.06% | 77,516 | 19,969 | 34.7% | $300.19万 | 加仓 |
| XAR | SPDR SERIES TRUST | $1,178.59万 | 0.06% | 46,405 | 43,365 | 1,426.5% | $1,101.38万 | 加仓 |
| SOXX | ISHARES TR | $1,191.47万 | 0.06% | 36,252 | -4,659 | -11.4% | -$153.12万 | 减仓 |
| SHLD | GLOBAL X FDS | $1,192.51万 | 0.06% | 168,338 | 23,870 | 16.5% | $169.10万 | 加仓 |
| JBL | JABIL INC | $1,193.76万 | 0.06% | 44,941 | 6,779 | 17.8% | $180.07万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,194.82万 | 0.06% | 249,544 | 25,264 | 11.3% | $120.96万 | 加仓 |
| IGIB | ISHARES TR | $1,206.07万 | 0.06% | 226,619 | 13,029 | 6.1% | $69.34万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1,208.69万 | 0.06% | 52,600 | 12,979 | 32.8% | $298.24万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,214.21万 | 0.06% | 299,509 | -774 | -0.3% | -$3.14万 | 减仓 |
| IBTI | ISHARES TR | $1,218.47万 | 0.06% | 546,818 | 9,978 | 1.9% | $22.23万 | 加仓 |
| IDV | ISHARES TR | $1,222.71万 | 0.06% | 287,292 | 25,587 | 9.8% | $108.90万 | 加仓 |
| COWG | PACER FDS TR | $1,229.76万 | 0.06% | 364,492 | 29,838 | 8.9% | $100.67万 | 加仓 |
| IGE | ISHARES TR | $1,230.72万 | 0.06% | 195,538 | 30,439 | 18.4% | $191.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,258.63万 | 0.06% | 25,607 | 4,062 | 18.9% | $199.65万 | 加仓 |
| PFFD | GLOBAL X FDS | $1,261.24万 | 0.06% | 685,457 | 17,381 | 2.6% | $31.98万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $1,265.14万 | 0.06% | 374,635 | -7,230 | -1.9% | -$24.42万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $1,268.46万 | 0.06% | 350,598 | 24,055 | 7.4% | $87.03万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,280.43万 | 0.07% | 424,687 | 407,728 | 2,404.2% | $1,229.30万 | 加仓 |
| GCOW | PACER FDS TR | $1,283.78万 | 0.07% | 277,634 | 23,783 | 9.4% | $109.97万 | 加仓 |
| CALF | PACER FDS TR | $1,289.45万 | 0.07% | 287,374 | -3,967 | -1.4% | -$17.80万 | 减仓 |
| NOW | SERVICENOW INC | $1,291.83万 | 0.07% | 123,561 | 33,200 | 36.7% | $347.11万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,298.04万 | 0.07% | 144,887 | -18,299 | -11.2% | -$163.94万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,306.12万 | 0.07% | 132,762 | 27,496 | 26.1% | $270.51万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,306.71万 | 0.07% | 169,460 | 18,923 | 12.6% | $145.92万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,310.46万 | 0.07% | 308,054 | 69,510 | 29.1% | $295.70万 | 加仓 |
| IDEV | ISHARES TR | $1,313.23万 | 0.07% | 157,141 | 6,154 | 4.1% | $51.43万 | 加仓 |
| PFE | PFIZER INC | $1,326.83万 | 0.07% | 472,519 | 2,274 | 0.5% | $6.39万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,327.20万 | 0.07% | 120,141 | 11,612 | 10.7% | $128.28万 | 加仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $1,333.75万 | 0.07% | 522,015 | 392,588 | 303.3% | $1,003.06万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $1,358.21万 | 0.07% | 22,022 | -707 | -3.1% | -$43.60万 | 减仓 |
| USIG | ISHARES TR | $1,375.50万 | 0.07% | 268,496 | 2,199 | 0.8% | $11.27万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,379.79万 | 0.07% | 293,384 | -255 | -0.1% | -$1.20万 | 减仓 |
| IJJ | ISHARES TR | $1,384.52万 | 0.07% | 104,492 | 147 | 0.1% | $1.95万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,384.91万 | 0.07% | 172,941 | 87,993 | 103.6% | $704.65万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,387.54万 | 0.07% | 125,252 | 2,212 | 1.8% | $24.50万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $1,388.27万 | 0.07% | 53,945 | 2,444 | 4.7% | $62.90万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,388.66万 | 0.07% | 81,427 | 6,307 | 8.4% | $107.56万 | 加仓 |
| CGCB | CAPITAL GRP FIXED INCM ETF T | $1,405.93万 | 0.07% | 535,389 | 23,267 | 4.5% | $61.10万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,413.35万 | 0.07% | 30,659 | 12,832 | 72.0% | $591.54万 | 加仓 |
| LQD | ISHARES TR | $1,413.92万 | 0.07% | 129,729 | -13,792 | -9.6% | -$150.32万 | 减仓 |
| IWO | ISHARES TR | $1,416.47万 | 0.07% | 45,137 | 429 | 1.0% | $13.46万 | 加仓 |
| DVY | ISHARES TR | $1,419.57万 | 0.07% | 93,756 | 1,171 | 1.3% | $17.73万 | 加仓 |
| NANR | SPDR INDEX SHS FDS | $1,425.74万 | 0.07% | 169,730 | -50,842 | -23.1% | -$427.07万 | 减仓 |
| MS | MORGAN STANLEY | $1,425.87万 | 0.07% | 86,642 | -15,064 | -14.8% | -$247.91万 | 减仓 |
| SM | SM ENERGY COMPANY | $1,425.96万 | 0.07% | 457,333 | 457,132 | 227,428.9% | $1,425.34万 | 加仓 |
| — | GLOBAL X FDS | $1,437.52万 | 0.07% | 307,952 | 307,952 | — | $1,437.52万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $1,437.87万 | 0.07% | 361,910 | 38,727 | 12.0% | $153.86万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,439.75万 | 0.07% | 128,422 | 15,486 | 13.7% | $173.61万 | 加仓 |
| WIX | WIX COM LTD | $1,445.81万 | 0.07% | 160,521 | 160,263 | 62,117.4% | $1,443.49万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $1,452.62万 | 0.07% | 298,217 | 107,570 | 56.4% | $523.97万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,459.79万 | 0.07% | 146,801 | 83,529 | 132.0% | $830.61万 | 加仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $1,459.82万 | 0.07% | 241,542 | -2,381 | -1.0% | -$14.39万 | 减仓 |
| O | REALTY INCOME CORP | $1,462.87万 | 0.07% | 239,109 | 20,708 | 9.5% | $126.69万 | 加仓 |
| QCOM | QUALCOMM INC | $1,465.67万 | 0.07% | 113,812 | 7,274 | 6.8% | $93.67万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,470.29万 | 0.07% | 72,364 | -10,546 | -12.7% | -$214.27万 | 减仓 |
| TLT | ISHARES TR | $1,472.01万 | 0.08% | 169,801 | 25,583 | 17.7% | $221.78万 | 加仓 |
| — | FEDERATED HERMES ETF TRUST | $1,477.39万 | 0.08% | 468,971 | 32,518 | 7.5% | $102.44万 | 加仓 |
| AZO | AUTOZONE INC | $1,478.92万 | 0.08% | 4,378 | 1,704 | 63.7% | $575.62万 | 加仓 |
| EFV | ISHARES TR | $1,480.21万 | 0.08% | 199,086 | -12,056 | -5.7% | -$89.64万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,480.68万 | 0.08% | 244,135 | 57,376 | 30.7% | $347.99万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $1,491.46万 | 0.08% | 181,930 | 78,876 | 76.5% | $646.62万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,504.57万 | 0.08% | 73,108 | 6,937 | 10.5% | $142.76万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $1,524.89万 | 0.08% | 139,924 | -9,949 | -6.6% | -$108.42万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $1,526.26万 | 0.08% | 321,116 | -6,554 | -2.0% | -$31.15万 | 减仓 |
| MTUM | ISHARES TR | $1,535.18万 | 0.08% | 63,969 | -3,662 | -5.4% | -$87.88万 | 减仓 |