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 |
|---|---|---|---|---|---|---|---|---|
| AMGN | AMGEN INC | $2,705.91万 | 0.14% | 76,905 | -4,700 | -5.8% | -$165.37万 | 减仓 |
| ALL | ALLSTATE CORP | $2,732.12万 | 0.14% | 131,770 | 26,339 | 25.0% | $546.11万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,750.70万 | 0.14% | 613,311 | 27,255 | 4.7% | $122.24万 | 加仓 |
| TBIL | RBB FD INC | $2,789.65万 | 0.14% | 559,497 | 224,969 | 67.2% | $1,121.70万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,829.48万 | 0.14% | 193,429 | -115,175 | -37.3% | -$1,684.78万 | 减仓 |
| TLH | ISHARES TR | $2,876.45万 | 0.15% | 285,588 | -22,449 | -7.3% | -$226.11万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,880.04万 | 0.15% | 62,178 | 7,233 | 13.2% | $335.03万 | 加仓 |
| GE | GE AEROSPACE | $2,915.81万 | 0.15% | 102,753 | 5,305 | 5.4% | $150.54万 | 加仓 |
| FSLR | FIRST SOLAR INC | $2,926.59万 | 0.15% | 148,362 | 106 | 0.1% | $2.09万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,929.85万 | 0.15% | 116,922 | 642 | 0.6% | $16.09万 | 加仓 |
| UNP | UNION PAC CORP | $2,971.35万 | 0.15% | 122,470 | 24,094 | 24.5% | $584.57万 | 加仓 |
| OEF | ISHARES TR | $3,059.44万 | 0.16% | 96,188 | -54,091 | -36.0% | -$1,720.47万 | 减仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,070.89万 | 0.16% | 513,699 | 30,314 | 6.3% | $181.22万 | 加仓 |
| IJK | ISHARES TR | $3,081.85万 | 0.16% | 306,286 | 6,597 | 2.2% | $66.38万 | 加仓 |
| DDWM | WISDOMTREE TR | $3,090.96万 | 0.16% | 700,739 | 59,233 | 9.2% | $261.28万 | 加仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $3,149.39万 | 0.16% | 812,954 | 42,893 | 5.6% | $166.17万 | 加仓 |
| SDY | SPDR SERIES TRUST | $3,155.32万 | 0.16% | 216,208 | -3,892 | -1.8% | -$56.80万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,205.42万 | 0.16% | 132,242 | -18,537 | -12.3% | -$449.32万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,290.41万 | 0.17% | 108,780 | 16,302 | 17.6% | $493.11万 | 加仓 |
| T | AT&T INC | $3,310.76万 | 0.17% | 1,142,035 | 26,744 | 2.4% | $77.53万 | 加仓 |
| KO | COCA COLA CO | $3,322.02万 | 0.17% | 436,821 | 2,118 | 0.5% | $16.11万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,391.26万 | 0.17% | 142,718 | 2,663 | 1.9% | $63.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,442.24万 | 0.18% | 56,955 | -656 | -1.1% | -$39.65万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,465.50万 | 0.18% | 641,165 | 46,586 | 7.8% | $251.80万 | 加仓 |
| ORCL | ORACLE CORP | $3,551.74万 | 0.18% | 241,434 | -11,477 | -4.5% | -$168.84万 | 减仓 |
| CRM | SALESFORCE INC | $3,573.73万 | 0.18% | 191,446 | 37,656 | 24.5% | $702.93万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,594.32万 | 0.18% | 106,356 | 17,918 | 20.3% | $605.54万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,607.89万 | 0.18% | 649,835 | 37,196 | 6.1% | $206.51万 | 加仓 |
| MRK | MERCK & CO INC | $3,673.63万 | 0.19% | 305,398 | 5,456 | 1.8% | $65.63万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,703.13万 | 0.19% | 88,859 | 20,811 | 30.6% | $867.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,718.28万 | 0.19% | 74,416 | -5,991 | -7.5% | -$299.35万 | 减仓 |
| IXUS | ISHARES TR | $3,747.90万 | 0.19% | 432,583 | 386,503 | 838.8% | $3,348.66万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3,782.94万 | 0.19% | 87,171 | 21,073 | 31.9% | $914.50万 | 加仓 |
| VGT | VANGUARD WORLD FD | $3,795.06万 | 0.19% | 54,392 | -1,601 | -2.9% | -$111.71万 | 减仓 |
| IYF | ISHARES TR | $3,812.58万 | 0.19% | 324,033 | -94,841 | -22.6% | -$1,115.90万 | 减仓 |
| COWZ | PACER FDS TR | $3,846.12万 | 0.20% | 614,789 | 9,130 | 1.5% | $57.12万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $3,886.48万 | 0.20% | 569,198 | 33,295 | 6.2% | $227.34万 | 加仓 |
| IYK | ISHARES TR | $3,891.39万 | 0.20% | 555,676 | 17,556 | 3.3% | $122.94万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,937.42万 | 0.20% | 429,662 | -88,359 | -17.1% | -$809.72万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3,989.84万 | 0.20% | 196,129 | 40,482 | 26.0% | $823.52万 | 加仓 |
| RTX | RTX CORPORATION | $4,027.35万 | 0.21% | 208,779 | 17,973 | 9.4% | $346.70万 | 加仓 |
| DIS | DISNEY WALT CO | $4,029.50万 | 0.21% | 418,085 | 27,210 | 7.0% | $262.25万 | 加仓 |
| TJX | TJX COS INC NEW | $4,068.79万 | 0.21% | 254,777 | 20,489 | 8.7% | $327.21万 | 加仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $4,082.40万 | 0.21% | 1,361,254 | 63,861 | 4.9% | $191.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,088.28万 | 0.21% | 48,326 | 2,675 | 5.9% | $226.30万 | 加仓 |
| DIVB | ISHARES TR | $4,146.36万 | 0.21% | 768,556 | 84,726 | 12.4% | $457.10万 | 加仓 |
| AMAT | APPLIED MATLS INC | $4,208.74万 | 0.21% | 123,139 | -7,924 | -6.0% | -$270.83万 | 减仓 |
| HDV | ISHARES TR | $4,211.40万 | 0.21% | 310,300 | 14,186 | 4.8% | $192.53万 | 加仓 |
| CB | CHUBB LTD SWITZ | $4,214.36万 | 0.21% | 129,303 | 24,434 | 23.3% | $796.38万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $4,307.65万 | 0.22% | 344,254 | -2,767 | -0.8% | -$34.62万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $4,318.34万 | 0.22% | 298,971 | 17,840 | 6.3% | $257.68万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $4,423.61万 | 0.23% | 476,271 | 118,178 | 33.0% | $1,097.64万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $4,571.76万 | 0.23% | 785,796 | 55,803 | 7.6% | $324.66万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $4,595.38万 | 0.23% | 366,283 | 23,185 | 6.8% | $290.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $4,615.49万 | 0.24% | 347,291 | -14,499 | -4.0% | -$192.69万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,657.42万 | 0.24% | 146,395 | 20,600 | 16.4% | $655.37万 | 加仓 |
| APLU | ALLSPRING EXCHANGE TRADED FU | $4,782.33万 | 0.24% | 1,937,933 | 120,317 | 6.6% | $296.91万 | 加仓 |
| USFR | WISDOMTREE TR | $4,839.89万 | 0.25% | 961,440 | 130,615 | 15.7% | $657.52万 | 加仓 |
| MPC | MARATHON PETE CORP | $4,848.58万 | 0.25% | 198,565 | 48,218 | 32.1% | $1,177.39万 | 加仓 |
| CSCO | CISCO SYS INC | $4,875.51万 | 0.25% | 628,369 | 52,280 | 9.1% | $405.64万 | 加仓 |
| DGRO | ISHARES TR | $4,880.74万 | 0.25% | 695,460 | 27,603 | 4.1% | $193.72万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $4,913.62万 | 0.25% | 1,601,572 | 40,424 | 2.6% | $124.02万 | 加仓 |
| IDU | ISHARES TR | $4,931.34万 | 0.25% | 424,713 | 20,062 | 5.0% | $232.94万 | 加仓 |
| NFLX | NETFLIX INC. | $5,075.39万 | 0.26% | 527,862 | -49,452 | -8.6% | -$475.48万 | 减仓 |
| PFF | ISHARES TR | $5,080.52万 | 0.26% | 1,675,635 | 29,919 | 1.8% | $90.71万 | 加仓 |
| IWR | ISHARES TR | $5,388.97万 | 0.27% | 554,250 | 25,377 | 4.8% | $246.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $5,510.50万 | 0.28% | 191,884 | 16,805 | 9.6% | $482.60万 | 加仓 |
| QUAL | ISHARES TR | $5,545.62万 | 0.28% | 289,121 | 291 | 0.1% | $5.58万 | 加仓 |
| IAU | ISHARES GOLD TR | $5,641.57万 | 0.29% | 639,925 | -92,678 | -12.7% | -$817.05万 | 减仓 |
| VHT | VANGUARD WORLD FD | $5,650.99万 | 0.29% | 207,505 | 5,623 | 2.8% | $153.13万 | 加仓 |
| FLOT | ISHARES TR | $5,653.47万 | 0.29% | 1,109,611 | 4,126 | 0.4% | $21.02万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $5,655.76万 | 0.29% | 637,628 | 17,291 | 2.8% | $153.37万 | 加仓 |
| USMV | ISHARES TR | $5,883.06万 | 0.30% | 634,361 | -31,947 | -4.8% | -$296.28万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,883.82万 | 0.30% | 1,038,077 | 28,708 | 2.8% | $162.72万 | 加仓 |
| ETN | EATON CORP PLC | $5,922.73万 | 0.30% | 165,592 | 48,290 | 41.2% | $1,727.19万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,013.77万 | 0.31% | 938,479 | 83,975 | 9.8% | $538.11万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,451.68万 | 0.33% | 165,254 | 45,225 | 37.7% | $1,765.63万 | 加仓 |
| GEV | GE VERNOVA INC | $6,726.21万 | 0.34% | 77,056 | 10,369 | 15.5% | $905.11万 | 加仓 |
| CAT | CATERPILLAR INC | $6,815.34万 | 0.35% | 96,200 | -7,573 | -7.3% | -$536.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $6,821.26万 | 0.35% | 425,478 | 16,087 | 3.9% | $257.91万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $6,858.67万 | 0.35% | 213,792 | 19,569 | 10.1% | $627.79万 | 加仓 |
| EMB | ISHARES TR | $7,275.65万 | 0.37% | 774,583 | -27,642 | -3.4% | -$259.64万 | 减仓 |
| SGOV | ISHARES TR | $7,340.42万 | 0.37% | 729,229 | 311,827 | 74.7% | $3,138.85万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,378.98万 | 0.38% | 1,469,917 | 33,925 | 2.4% | $170.30万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $7,652.81万 | 0.39% | 516,733 | 36,452 | 7.6% | $539.85万 | 加仓 |
| TSLA | TESLA INC | $8,059.48万 | 0.41% | 216,798 | 24,417 | 12.7% | $907.70万 | 加仓 |
| IWD | ISHARES TR | $8,134.85万 | 0.41% | 380,721 | 70,782 | 22.8% | $1,512.40万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $8,232.84万 | 0.42% | 428,972 | 183,082 | 74.5% | $3,513.71万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $8,283.05万 | 0.42% | 1,151,543 | 63,055 | 5.8% | $453.55万 | 加仓 |
| FLQL | FRANKLIN TEMPLETON ETF TR | $8,309.49万 | 0.42% | 1,228,488 | 62,095 | 5.3% | $420.01万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $8,413.31万 | 0.43% | 428,813 | 12,471 | 3.0% | $244.68万 | 加仓 |
| HD | HOME DEPOT INC | $8,420.91万 | 0.43% | 256,040 | 33,171 | 14.9% | $1,090.96万 | 加仓 |
| LLY | ELI LILLY & CO | $8,456.90万 | 0.43% | 91,946 | 13,067 | 16.6% | $1,201.86万 | 加仓 |
| MCD | MCDONALDS CORP | $8,812.20万 | 0.45% | 283,542 | 41,225 | 17.0% | $1,281.23万 | 加仓 |
| SHY | ISHARES TR | $8,860.00万 | 0.45% | 1,073,029 | -399,695 | -27.1% | -$3,300.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $9,328.14万 | 0.48% | 1,522,713 | 389,997 | 34.4% | $2,389.12万 | 加仓 |
| ABBV | ABBVIE INC | $9,502.49万 | 0.48% | 436,916 | 31,840 | 7.9% | $692.49万 | 加仓 |
| IGM | ISHARES TR | $9,617.87万 | 0.49% | 811,567 | 27,153 | 3.5% | $321.79万 | 加仓 |
| — | EXXON MOBIL CORP | $9,763.30万 | 0.50% | 575,463 | 35,888 | 6.7% | $608.88万 | 加仓 |
| DGRW | WISDOMTREE TR | $1.01亿 | 0.51% | 1,149,149 | 64,511 | 5.9% | $566.66万 | 加仓 |