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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -27,536 | -100.0% | -$506.29万 | 清仓 |
| — | TALKSPACE INC | $0 | 0.00% | 0 | -393,223 | -100.0% | -$142.74万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -22,314 | -100.0% | -$111.68万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $0 | 0.00% | 0 | -31,814 | -100.0% | -$100.09万 | 清仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $0 | 0.00% | 0 | -33,380 | -100.0% | -$79.13万 | 清仓 |
| — | NUVEEN S&P 500 BUY-WRITE INC | $0 | 0.00% | 0 | -52,707 | -100.0% | -$77.48万 | 清仓 |
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -7,626 | -100.0% | -$55.01万 | 清仓 |
| — | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -19,596 | -100.0% | -$46.64万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -105,540 | -100.0% | -$40.11万 | 清仓 |
| BELFB | BEL FUSE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK MUN INCOME TR | $0 | 0.00% | 0 | -23,703 | -100.0% | -$23.77万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -2,070 | -100.0% | -$21.02万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -376 | -100.0% | -$16.77万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -14,425 | -100.0% | -$15.49万 | 清仓 |
| SGDM | SPROTT ETF TRUST | $0 | 0.00% | 0 | -2,000 | -100.0% | -$13.93万 | 清仓 |
| — | COMERICA INC | $0 | 0.00% | 0 | -1,507 | -100.0% | -$13.10万 | 清仓 |
| EQX | EQUINOX GOLD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BROOKFIELD BUSINESS PARTNERS | $0 | 0.00% | 0 | -3,500 | -100.0% | -$12.32万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -3,632 | -100.0% | -$11.24万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BLACKROCK N Y MUN INCOME TRU | $0 | 0.00% | 0 | -10,642 | -100.0% | -$10.79万 | 清仓 |
| BINV | 2023 ETF SERIES TRUST | $0 | 0.00% | 0 | -2,685 | -100.0% | -$10.78万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -2,294 | -100.0% | -$9.83万 | 清仓 |
| — | BEAZER HOMES USA INC | $0 | 0.00% | 0 | -4,640 | -100.0% | -$9.41万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -1,138 | -100.0% | -$9.12万 | 清仓 |
| — | BLACKROCK MUNIYIELD QUALITY | $0 | 0.00% | 0 | -9,054 | -100.0% | -$9.10万 | 清仓 |
| — | BLACKROCK MUNIVEST FD INC | $0 | 0.00% | 0 | -12,335 | -100.0% | -$8.55万 | 清仓 |
| — | FORD MTR CO | $0 | 0.00% | 0 | -73,000 | -100.0% | -$7.58万 | 清仓 |
| — | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -67,000 | -100.0% | -$7.47万 | 清仓 |
| IBMO | ISHARES TR | $0 | 0.00% | 0 | -2,824 | -100.0% | -$7.24万 | 清仓 |
| ASUR | ASURE SOFTWARE INC | $0 | 0.00% | 0 | -7,000 | -100.0% | -$6.59万 | 清仓 |
| FBCG | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | BROOKFIELD BUSINESS CORP | $0 | 0.00% | 0 | -1,650 | -100.0% | -$5.92万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$5.84万 | 清仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $0 | 0.00% | 0 | -11,300 | -100.0% | -$5.83万 | 清仓 |
| — | BLACKROCK MUNIHLDGS NY QLTY | $0 | 0.00% | 0 | -5,695 | -100.0% | -$5.83万 | 清仓 |
| IAUM | ISHARES GOLD TR | $0 | 0.00% | 0 | -1,242 | -100.0% | -$5.34万 | 清仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $0 | 0.00% | 0 | -2,489 | -100.0% | -$5.28万 | 清仓 |
| — | NUVEEN CALIF SELECT TAX FREE | $0 | 0.00% | 0 | -3,813 | -100.0% | -$5.03万 | 清仓 |
| — | SPROTT ETF TRUST | $0 | 0.00% | 0 | -597 | -100.0% | -$5.02万 | 清仓 |
| — | BLACKROCK LONG-TERM MUN ADVA | $0 | 0.00% | 0 | -5,380 | -100.0% | -$4.99万 | 清仓 |
| — | IMMUTEP LTD | $0 | 0.00% | 0 | -15,000 | -100.0% | -$4.29万 | 清仓 |
| — | ADVISORSHARES TR | $0 | 0.00% | 0 | -825 | -100.0% | -$4.05万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.46万 | 清仓 |
| GARP | ISHARES TR | $0 | 0.00% | 0 | -500 | -100.0% | -$3.40万 | 清仓 |
| — | BLACKROCK MUN INCOME QUALITY | $0 | 0.00% | 0 | -2,908 | -100.0% | -$3.18万 | 清仓 |
| — | NAVIENT CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AUSF | GLOBAL X FDS | $0 | 0.00% | 0 | -645 | -100.0% | -$2.99万 | 清仓 |
| — | POTLATCHDELTIC CORPORATION | $0 | 0.00% | 0 | -750 | -100.0% | -$2.98万 | 清仓 |
| PB | PROSPERITY BANCSHARES INC | $0 | 0.00% | 0 | -410 | -100.0% | -$2.83万 | 清仓 |
| — | SOHO HOUSE & CO INC | $0 | 0.00% | 0 | -3,025 | -100.0% | -$2.71万 | 清仓 |
| — | HEARTBEAM INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$2.64万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JANW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -689 | -100.0% | -$2.55万 | 清仓 |
| JULW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -648 | -100.0% | -$2.54万 | 清仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -649 | -100.0% | -$2.53万 | 清仓 |
| APRW | AIM ETF PRODUCTS TRUST | $0 | 0.00% | 0 | -725 | -100.0% | -$2.53万 | 清仓 |
| GOOD | GLADSTONE COMMERCIAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXO | TXO PARTNERS LP | $0 | 0.00% | 0 | -2,235 | -100.0% | -$2.38万 | 清仓 |
| GSBD | GOLDMAN SACHS BDC INC | $0 | 0.00% | 0 | -2,537 | -100.0% | -$2.35万 | 清仓 |
| — | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -22,000 | -100.0% | -$2.29万 | 清仓 |
| ONT | MONTROSE ENVIRONMENTAL GROUP | $0 | 0.00% | 0 | -863 | -100.0% | -$2.14万 | 清仓 |
| — | CHURCHILL CAP CORP X | $0 | 0.00% | 0 | -1,300 | -100.0% | -$2.03万 | 清仓 |
| FA | FIRST ADVANTAGE CORP NEW | $0 | 0.00% | 0 | -1,344 | -100.0% | -$1.95万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -1,825 | -100.0% | -$1.94万 | 清仓 |
| TPG | TPG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HYGH | ISHARES U S ETF TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CONFLUENT INC | $0 | 0.00% | 0 | -493 | -100.0% | -$1.49万 | 清仓 |
| — | GAIA INC NEW | $0 | 0.00% | 0 | -4,000 | -100.0% | -$1.45万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.34万 | 清仓 |
| — | SOL GEL TECHNOLOGIES | $0 | 0.00% | 0 | -316 | -100.0% | -$1.33万 | 清仓 |
| CYTK | CYTOKINETICS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$1.27万 | 清仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -700 | -100.0% | -$1.25万 | 清仓 |
| — | NUVEEN DOW 30 DYNMC OVERWRT | $0 | 0.00% | 0 | -800 | -100.0% | -$1.22万 | 清仓 |
| KRRO | KORRO BIO INC | $0 | 0.00% | 0 | -1,500 | -100.0% | -$1.20万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | REX ETF TR | $0 | 0.00% | 0 | -375 | -100.0% | -$1.06万 | 清仓 |
| — | VICTORY PORTFOLIOS II | $0 | 0.00% | 0 | -342 | -100.0% | -$1.05万 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -223 | -100.0% | -$1.05万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -348 | -100.0% | -$1.04万 | 清仓 |
| FEOE | RBB FUND TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BANR | BANNER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | RLJ LODGING TR | $0 | 0.00% | 0 | -400 | -100.0% | -$9,960 | 清仓 |
| — | DEFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,175 | -100.0% | -$9,942 | 清仓 |
| TPLC | TIMOTHY PLAN | $0 | 0.00% | 0 | -215 | -100.0% | -$9,772 | 清仓 |
| — | FUBOTV INC | $0 | 0.00% | 0 | -3,800 | -100.0% | -$9,576 | 清仓 |
| — | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -265 | -100.0% | -$9,479 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -360 | -100.0% | -$9,000 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -135 | -100.0% | -$8,864 | 清仓 |
| — | REX ETF TR | $0 | 0.00% | 0 | -600 | -100.0% | -$8,460 | 清仓 |
| GTIP | GOLDMAN SACHS ETF TR | $0 | 0.00% | 0 | -170 | -100.0% | -$8,352 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -182 | -100.0% | -$8,185 | 清仓 |
| — | TEGNA INC | $0 | 0.00% | 0 | -402 | -100.0% | -$7,803 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -501 | -100.0% | -$7,705 | 清仓 |
| TLTD | FLEXSHARES TR | $0 | 0.00% | 0 | -80 | -100.0% | -$7,418 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -225 | -100.0% | -$7,306 | 清仓 |
| SUNC | SUNOCOCORP LLC | $0 | 0.00% | 0 | -147 | -100.0% | -$7,244 | 清仓 |