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 |
|---|---|---|---|---|---|---|---|---|
| SUSC | ISHARES TR | $179.50万 | 0.01% | 77,581 | 5,116 | 7.1% | $11.84万 | 加仓 |
| ILF | ISHARES TR | $179.06万 | 0.01% | 50,411 | -13,673 | -21.3% | -$48.57万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $178.79万 | 0.01% | 319,274 | 8,735 | 2.8% | $4.89万 | 加仓 |
| IHI | ISHARES TR | $178.78万 | 0.01% | 33,510 | 11,520 | 52.4% | $61.46万 | 加仓 |
| XT | ISHARES TR | $178.17万 | 0.01% | 26,144 | 24,407 | 1,405.1% | $166.33万 | 加仓 |
| IDXX | IDEXX LABS INC | $177.39万 | 0.01% | 3,157 | -600 | -16.0% | -$33.71万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW | $176.99万 | 0.01% | 16,664 | 315 | 1.9% | $3.35万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $176.80万 | 0.01% | 15,621 | -562 | -3.5% | -$6.36万 | 减仓 |
| — | COTERRA ENERGY INC | $176.54万 | 0.01% | 50,240 | 2,532 | 5.3% | $8.90万 | 加仓 |
| TTE | TOTALENERGIES SE | $175.90万 | 0.01% | 19,324 | 3,802 | 24.5% | $34.61万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $174.61万 | 0.01% | 13,328 | 924 | 7.4% | $12.11万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $174.14万 | 0.01% | 45,082 | -2,602 | -5.5% | -$10.05万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $173.94万 | 0.01% | 34,119 | 8,234 | 31.8% | $41.98万 | 加仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $172.50万 | 0.01% | 34,694 | 1,102 | 3.3% | $5.48万 | 加仓 |
| QMAR | FIRST TR EXCHNG TRADED FD VI | $172.21万 | 0.01% | 51,221 | -162 | -0.3% | -$5,446 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $172.04万 | 0.01% | 18,437 | 1,914 | 11.6% | $17.86万 | 加仓 |
| VFH | VANGUARD WORLD FD | $171.88万 | 0.01% | 14,227 | -138 | -1.0% | -$1.67万 | 减仓 |
| SMMD | ISHARES TR | $170.95万 | 0.01% | 22,390 | 22,390 | — | $170.95万 | 新建仓 |
| IGV | ISHARES TR | $170.39万 | 0.01% | 21,286 | 8,269 | 63.5% | $66.19万 | 加仓 |
| OMDA | OMADA HEALTH INC | $170.39万 | 0.01% | 135,556 | -2,254 | -1.6% | -$2.83万 | 减仓 |
| VDE | VANGUARD WORLD FD | $169.07万 | 0.01% | 9,770 | 138 | 1.4% | $2.39万 | 加仓 |
| NJR | NEW JERSEY RES CORP | $168.32万 | 0.01% | 30,648 | -69 | -0.2% | -$3,790 | 减仓 |
| SDOG | ALPS ETF TR | $168.03万 | 0.01% | 25,837 | 441 | 1.7% | $2.87万 | 加仓 |
| — | ARES MANAGEMENT CORPORATION | $167.67万 | 0.01% | 46,342 | 12,281 | 36.1% | $44.43万 | 加仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $167.52万 | 0.01% | 79,695 | 60,350 | 312.0% | $126.86万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $166.93万 | 0.01% | 30,557 | 9,118 | 42.5% | $49.81万 | 加仓 |
| TSEC | TOUCHSTONE ETF TRUST | $166.89万 | 0.01% | 64,712 | 45,275 | 232.9% | $116.76万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $166.75万 | 0.01% | 42,235 | -1,371 | -3.1% | -$5.41万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $166.41万 | 0.01% | 26,647 | 238 | 0.9% | $1.49万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $165.52万 | 0.01% | 61,786 | 51,582 | 505.5% | $138.19万 | 加仓 |
| ARTY | ISHARES TR | $165.36万 | 0.01% | 35,539 | 17,688 | 99.1% | $82.30万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $165.33万 | 0.01% | 33,604 | 703 | 2.1% | $3.46万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $164.90万 | 0.01% | 4,596 | 93 | 2.1% | $3.34万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $164.80万 | 0.01% | 35,131 | 2,876 | 8.9% | $13.49万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $164.53万 | 0.01% | 60,423 | 15,900 | 35.7% | $43.30万 | 加仓 |
| SPYD | SPDR SERIES TRUST | $163.87万 | 0.01% | 35,999 | 378 | 1.1% | $1.72万 | 加仓 |
| ESML | ISHARES TR | $163.65万 | 0.01% | 34,804 | 23 | 0.1% | $1,081 | 加仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $162.77万 | 0.01% | 13,480 | -2,766 | -17.0% | -$33.40万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP | $162.43万 | 0.01% | 21,073 | 763 | 3.8% | $5.88万 | 加仓 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $162.08万 | 0.01% | 144,326 | 4,478 | 3.2% | $5.03万 | 加仓 |
| LII | LENNOX INTL INC | $161.67万 | 0.01% | 3,483 | 1,982 | 132.0% | $92.00万 | 加仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $160.97万 | 0.01% | 14,719 | 5,558 | 60.7% | $60.78万 | 加仓 |
| SMOT | VANECK ETF TRUST | $160.67万 | 0.01% | 45,657 | -1,510 | -3.2% | -$5.31万 | 减仓 |
| SRE | SEMPRA | $159.79万 | 0.01% | 16,445 | 3,002 | 22.3% | $29.17万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $159.55万 | 0.01% | 23,863 | -1,025 | -4.1% | -$6.85万 | 减仓 |
| TNGY | TORTOISE CAPITAL SERIES TRUS | $159.41万 | 0.01% | 152,834 | 4,860 | 3.3% | $5.07万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $159.22万 | 0.01% | 23,722 | -13 | -0.1% | -$873 | 减仓 |
| IDOG | ALPS ETF TR | $158.46万 | 0.01% | 38,044 | 7,062 | 22.8% | $29.41万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $158.41万 | 0.01% | 18,671 | -853 | -4.4% | -$7.24万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $158.08万 | 0.01% | 62,979 | -4,821 | -7.1% | -$12.10万 | 减仓 |
| WTV | WISDOMTREE TR | $157.50万 | 0.01% | 16,626 | 15,408 | 1,265.0% | $145.96万 | 加仓 |
| SYY | SYSCO CORP | $157.49万 | 0.01% | 22,078 | 137 | 0.6% | $9,773 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $156.97万 | 0.01% | 34,681 | 16,327 | 89.0% | $73.90万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $156.87万 | 0.01% | 16,069 | 13,827 | 616.7% | $134.98万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $156.71万 | 0.01% | 119,447 | 77,418 | 184.2% | $101.57万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $156.14万 | 0.01% | 7,906 | -6,558 | -45.3% | -$129.52万 | 减仓 |
| CRMD | CORMEDIX INC | $155.81万 | 0.01% | 229,465 | 24,980 | 12.2% | $16.96万 | 加仓 |
| USVM | VICTORY PORTFOLIOS II | $155.22万 | 0.01% | 16,394 | 742 | 4.7% | $7.03万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $154.78万 | 0.01% | 7,405 | 823 | 12.5% | $17.20万 | 加仓 |
| BKLC | BNY MELLON ETF TRUST | $154.41万 | 0.01% | 12,372 | 6,156 | 99.0% | $76.83万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $153.68万 | 0.01% | 7,095 | -329 | -4.4% | -$7.13万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $153.51万 | 0.01% | 22,232 | 9,764 | 78.3% | $67.42万 | 加仓 |
| SJM | SMUCKER J M CO | $153.17万 | 0.01% | 15,883 | 9,488 | 148.4% | $91.50万 | 加仓 |
| FJAN | FIRST TR EXCHNG TRADED FD VI | $152.75万 | 0.01% | 30,302 | 15,002 | 98.1% | $75.63万 | 加仓 |
| RA | BROOKFIELD REAL ASSETS INCOM | $152.53万 | 0.01% | 118,605 | 1,625 | 1.4% | $2.09万 | 加仓 |
| FPEI | FIRST TR EXCH TRADED FD III | $151.97万 | 0.01% | 79,982 | -636 | -0.8% | -$1.21万 | 减仓 |
| SHYG | ISHARES TR | $151.95万 | 0.01% | 35,913 | 257 | 0.7% | $1.09万 | 加仓 |
| F | FORD MTR CO | $151.29万 | 0.01% | 131,099 | -4,556 | -3.4% | -$5.26万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $151.15万 | 0.01% | 55,045 | 3,591 | 7.0% | $9.86万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $151.05万 | 0.01% | 61,931 | -157,111 | -71.7% | -$383.19万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $151.01万 | 0.01% | 44,972 | 1,581 | 3.6% | $5.31万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $150.91万 | 0.01% | 41,493 | 0 | 0.0% | — | 不变 |
| REVS | COLUMBIA ETF TR I | $150.40万 | 0.01% | 52,550 | 51,250 | 3,942.3% | $146.68万 | 加仓 |
| IDEQ | LAZARD ACTIVE ETF TR | $150.16万 | 0.01% | 47,293 | 15,935 | 50.8% | $50.59万 | 加仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $150.06万 | 0.01% | 84,348 | 61,718 | 272.7% | $109.80万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $148.87万 | 0.01% | 95,122 | 247 | 0.3% | $3,866 | 加仓 |
| TBBK | BANCORP INC DEL | $148.81万 | 0.01% | 27,695 | 9,079 | 48.8% | $48.78万 | 加仓 |
| CCI | CROWN CASTLE INC | $148.79万 | 0.01% | 18,299 | -528 | -2.8% | -$4.29万 | 减仓 |
| PYLD | PIMCO ETF TR | $148.61万 | 0.01% | 56,722 | 8,724 | 18.2% | $22.86万 | 加仓 |
| MKC | MCCORMICK & CO INC | $147.74万 | 0.01% | 29,290 | 7,925 | 37.1% | $39.97万 | 加仓 |
| EXC | EXELON CORP | $147.18万 | 0.01% | 30,024 | -422 | -1.4% | -$2.07万 | 减仓 |
| IWV | ISHARES TR | $146.69万 | 0.01% | 3,957 | -8 | -0.2% | -$2,966 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $146.61万 | 0.01% | 5,192 | 325 | 6.7% | $9.18万 | 加仓 |
| CET | CENTRAL SECS CORP | $145.96万 | 0.01% | 29,391 | 29,234 | 18,620.4% | $145.18万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $144.98万 | 0.01% | 33,207 | 8,869 | 36.4% | $38.72万 | 加仓 |
| HACK | AMPLIFY ETF TR | $144.00万 | 0.01% | 19,177 | 2,297 | 13.6% | $17.25万 | 加仓 |
| LILA | LIBERTY LATIN AMERICA LTD | $143.92万 | 0.01% | 166,570 | 12,319 | 8.0% | $10.64万 | 加仓 |
| CLS | CELESTICA INC | $142.69万 | 0.01% | 5,066 | 233 | 4.8% | $6.56万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $142.56万 | 0.01% | 35,402 | -1,208 | -3.3% | -$4.86万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $142.54万 | 0.01% | 39,485 | -7,022 | -15.1% | -$25.35万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $142.30万 | 0.01% | 23,728 | 3,927 | 19.8% | $23.55万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $142.11万 | 0.01% | 117,930 | 2,785 | 2.4% | $3.36万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $141.25万 | 0.01% | 12,067 | 11,748 | 3,682.8% | $137.52万 | 加仓 |
| USSG | DBX ETF TR | $140.89万 | 0.01% | 23,607 | 251 | 1.1% | $1.50万 | 加仓 |
| IONQ | IONQ INC | $140.78万 | 0.01% | 48,830 | 29,746 | 155.9% | $85.76万 | 加仓 |
| ITB | ISHARES TR | $139.83万 | 0.01% | 15,442 | 881 | 6.1% | $7.98万 | 加仓 |
| PPL | PPL CORP | $139.14万 | 0.01% | 36,425 | 2,558 | 7.6% | $9.77万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $138.68万 | 0.01% | 2,930 | 6 | 0.2% | $2,840 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $137.84万 | 0.01% | 111,249 | 48,029 | 76.0% | $59.51万 | 加仓 |
| LRN | STRIDE INC | $137.65万 | 0.01% | 15,612 | 925 | 6.3% | $8.16万 | 加仓 |