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 |
|---|---|---|---|---|---|---|---|---|
| VUG | VANGUARD INDEX FDS | $1.02亿 | 0.52% | 234,307 | 6,965 | 3.1% | $304.22万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.04亿 | 0.53% | 316,245 | 73,012 | 30.0% | $2,399.10万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $1.05亿 | 0.53% | 2,268,319 | 645,234 | 39.8% | $2,976.46万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.06亿 | 0.54% | 492,749 | 21,211 | 4.5% | $456.16万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.07亿 | 0.55% | 517,057 | 22,575 | 4.6% | $467.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.36亿 | 0.70% | 284,657 | 12,805 | 4.7% | $613.62万 | 加仓 |
| WMT | WALMART INC | $1.38亿 | 0.70% | 1,108,365 | 157,444 | 16.6% | $1,956.71万 | 加仓 |
| IWF | ISHARES TR | $1.38亿 | 0.71% | 324,255 | 9,790 | 3.1% | $417.45万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.54亿 | 0.78% | 629,201 | 85,603 | 15.7% | $2,092.48万 | 加仓 |
| IVW | ISHARES TR | $1.54亿 | 0.79% | 1,362,101 | 21,364 | 1.6% | $241.65万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.61亿 | 0.82% | 161,140 | 21,888 | 15.7% | $2,180.99万 | 加仓 |
| V | VISA INC | $1.61亿 | 0.82% | 533,180 | 75,688 | 16.5% | $2,287.59万 | 加仓 |
| GOOG | ALPHABET INC | $1.72亿 | 0.87% | 598,021 | 62,166 | 11.6% | $1,783.29万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.97亿 | 1.00% | 341,391 | 22,225 | 7.0% | $1,282.78万 | 加仓 |
| IJR | ISHARES TR | $1.99亿 | 1.02% | 1,603,265 | 15,906 | 1.0% | $197.73万 | 加仓 |
| IJH | ISHARES TR | $2.06亿 | 1.05% | 3,052,163 | -27,358 | -0.9% | -$184.75万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.15亿 | 1.10% | 330,317 | -21,865 | -6.2% | -$1,421.97万 | 减仓 |
| AVGO | BROADCOM INC | $2.26亿 | 1.15% | 729,521 | 170,884 | 30.6% | $5,289.03万 | 加仓 |
| IEFA | ISHARES TR | $2.62亿 | 1.34% | 2,895,269 | 60,038 | 2.1% | $543.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2.68亿 | 1.36% | 447,787 | -41,383 | -8.5% | -$2,472.84万 | 减仓 |
| GLD | SPDR GOLD TR | $2.69亿 | 1.37% | 625,273 | 34,384 | 5.8% | $1,479.51万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2.93亿 | 1.50% | 996,961 | 66,875 | 7.2% | $1,967.20万 | 加仓 |
| IEMG | ISHARES INC | $3.15亿 | 1.60% | 4,509,997 | 1,224,563 | 37.3% | $8,541.33万 | 加仓 |
| AGG | ISHARES TR | $3.72亿 | 1.90% | 3,751,130 | -230,418 | -5.8% | -$2,287.36万 | 减仓 |
| META | META PLATFORMS INC | $3.85亿 | 1.96% | 672,555 | 21,432 | 3.3% | $1,226.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.95亿 | 2.02% | 1,067,474 | 164,650 | 18.2% | $6,094.84万 | 加仓 |
| AMZN | AMAZON COM INC | $4.18亿 | 2.13% | 2,005,807 | 225,975 | 12.7% | $4,706.38万 | 加仓 |
| GOOGL | ALPHABET INC | $4.50亿 | 2.30% | 1,565,836 | 144,079 | 10.1% | $4,143.13万 | 加仓 |
| IVV | ISHARES TR | $4.59亿 | 2.34% | 702,876 | 80,291 | 12.9% | $5,244.69万 | 加仓 |
| AAPL | APPLE INC | $6.24亿 | 3.18% | 2,457,406 | 229,134 | 10.3% | $5,815.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.63亿 | 3.38% | 3,803,431 | 839,481 | 28.3% | $1.46亿 | 加仓 |