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 |
|---|---|---|---|---|---|---|---|---|
| FEX | FIRST TR EXCHANGE-TRADED ALP | $137.63万 | 0.01% | 11,288 | 434 | 4.0% | $5.29万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $137.26万 | 0.01% | 18,328 | -1,649 | -8.3% | -$12.35万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $136.93万 | 0.01% | 10,811 | -21 | -0.2% | -$2,660 | 减仓 |
| AIG | AMERICAN INTL GROUP INC | $136.51万 | 0.01% | 18,141 | 8,154 | 81.6% | $61.36万 | 加仓 |
| IDHQ | INVESCO EXCH TRADED FD TR II | $136.26万 | 0.01% | 38,524 | 17,022 | 79.2% | $60.21万 | 加仓 |
| MSCI | MSCI INC | $135.99万 | 0.01% | 2,523 | -2,155 | -46.1% | -$116.16万 | 减仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $135.78万 | 0.01% | 27,090 | -2,465 | -8.3% | -$12.35万 | 减仓 |
| SMMV | ISHARES TR | $135.60万 | 0.01% | 31,089 | 1,177 | 3.9% | $5.13万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $135.38万 | 0.01% | 21,400 | 1,609 | 8.1% | $10.18万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $135.19万 | 0.01% | 8,323 | 4,870 | 141.0% | $79.10万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $135.10万 | 0.01% | 14,335 | 1,280 | 9.8% | $12.06万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $134.97万 | 0.01% | 26,550 | -2,668 | -9.1% | -$13.56万 | 减仓 |
| — | NUVEEN CORE EQUITY ALPHA FD | $134.17万 | 0.01% | 90,778 | 100 | 0.1% | $1,478 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $134.07万 | 0.01% | 27,513 | -2,489 | -8.3% | -$12.13万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $133.82万 | 0.01% | 16,222 | 3,055 | 23.2% | $25.20万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $133.77万 | 0.01% | 20,234 | 4,608 | 29.5% | $30.46万 | 加仓 |
| VKQ | INVESCO MUNICIPAL TRUST | $133.74万 | 0.01% | 140,481 | 1,044 | 0.7% | $9,939 | 加仓 |
| GOVI | INVESCO EXCH TRADED FD TR II | $133.03万 | 0.01% | 48,765 | 4,142 | 9.3% | $11.30万 | 加仓 |
| — | VANECK ETF TRUST | $132.85万 | 0.01% | 14,679 | 4,030 | 37.8% | $36.47万 | 加仓 |
| DTE | DTE ENERGY CO | $132.35万 | 0.01% | 9,051 | 200 | 2.3% | $2.92万 | 加仓 |
| MCO | MOODYS CORP | $131.87万 | 0.01% | 3,022 | -223 | -6.9% | -$9.73万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $131.75万 | 0.01% | 22,320 | 18,706 | 517.6% | $110.42万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $131.17万 | 0.01% | 21,485 | 4,846 | 29.1% | $29.59万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $130.95万 | 0.01% | 52,802 | 5,392 | 11.4% | $13.37万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $130.84万 | 0.01% | 28,680 | 3,226 | 12.7% | $14.72万 | 加仓 |
| MMU | WESTERN ASSET MANAGED MUNS F | $130.55万 | 0.01% | 126,993 | 6,707 | 5.6% | $6.89万 | 加仓 |
| FICS | FIRST TR EXCHANGE TRADED FD | $130.08万 | 0.01% | 33,323 | 29,412 | 752.0% | $114.81万 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $130.03万 | 0.01% | 38,194 | -3,326 | -8.0% | -$11.32万 | 减仓 |
| XEL | XCEL ENERGY INC | $129.76万 | 0.01% | 16,334 | -4,980 | -23.4% | -$39.56万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $129.65万 | 0.01% | 27,538 | -183,346 | -86.9% | -$863.21万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $129.55万 | 0.01% | 5,970 | 43 | 0.7% | $9,331 | 加仓 |
| RBC | RBC BEARINGS INC | $129.10万 | 0.01% | 2,377 | 1,124 | 89.7% | $61.05万 | 加仓 |
| — | RBB FUND TRUST | $128.12万 | 0.01% | 93,379 | 11,422 | 13.9% | $15.67万 | 加仓 |
| GFEB | FIRST TR EXCHNG TRADED FD VI | $127.11万 | 0.01% | 30,934 | 2,842 | 10.1% | $11.68万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $126.70万 | 0.01% | 20,409 | 83 | 0.4% | $5,153 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $126.63万 | 0.01% | 4,505 | 826 | 22.5% | $23.22万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $126.45万 | 0.01% | 47,575 | 28,225 | 145.9% | $75.02万 | 加仓 |
| VRIG | INVESCO ACTIVELY MANAGED EXC | $126.27万 | 0.01% | 50,437 | 1,208 | 2.5% | $3.02万 | 加仓 |
| EUFN | ISHARES TR | $126.26万 | 0.01% | 36,230 | 2,073 | 6.1% | $7.22万 | 加仓 |
| YLD | PRINCIPAL EXCHANGE TRADED FD | $126.23万 | 0.01% | 66,577 | 36,577 | 121.9% | $69.35万 | 加仓 |
| GSK | GSK PLC | $125.94万 | 0.01% | 22,819 | -962 | -4.0% | -$5.31万 | 减仓 |
| MSTR | STRATEGY INC | $125.80万 | 0.01% | 10,080 | 1,122 | 12.5% | $14.00万 | 加仓 |
| FEM | FIRST TR EXCH TRD ALPHDX FD | $125.66万 | 0.01% | 41,952 | 2 | 0.0% | $60 | 加仓 |
| HYD | VANECK ETF TRUST | $125.66万 | 0.01% | 25,061 | -1,370 | -5.2% | -$6.87万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $125.32万 | 0.01% | 59,197 | 5,572 | 10.4% | $11.80万 | 加仓 |
| GRMN | GARMIN LTD | $125.20万 | 0.01% | 5,396 | -971 | -15.3% | -$22.53万 | 减仓 |
| — | PACER FDS TR | $124.17万 | 0.01% | 28,296 | 22,500 | 388.2% | $98.73万 | 加仓 |
| FSMB | FIRST TR EXCH TRADED FD III | $123.60万 | 0.01% | 61,924 | 60,424 | 4,028.3% | $120.61万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $123.27万 | 0.01% | 33,489 | 7,497 | 28.8% | $27.60万 | 加仓 |
| OKLO | OKLO INC | $122.60万 | 0.01% | 24,722 | 16,257 | 192.0% | $80.62万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $122.15万 | 0.01% | 110,841 | -6,902 | -5.9% | -$7.61万 | 减仓 |
| XYZ | BLOCK INC | $122.14万 | 0.01% | 20,295 | -6,496 | -24.2% | -$39.09万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $122.09万 | 0.01% | 7,474 | -748 | -9.1% | -$12.22万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $121.94万 | 0.01% | 9,683 | -327 | -3.3% | -$4.12万 | 减仓 |
| BKIE | BNY MELLON ETF TRUST | $121.91万 | 0.01% | 13,048 | 0 | 0.0% | — | 不变 |
| ESLT | ELBIT SYS LTD | $121.85万 | 0.01% | 1,435 | 204 | 16.6% | $17.32万 | 加仓 |
| BROS | DUTCH BROS INC | $121.46万 | 0.01% | 23,975 | 1,715 | 7.7% | $8.69万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $121.29万 | 0.01% | 33,581 | -1,777 | -5.0% | -$6.42万 | 减仓 |
| DON | WISDOMTREE TR | $121.24万 | 0.01% | 23,076 | 424 | 1.9% | $2.23万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $121.15万 | 0.01% | 82,022 | -27,875 | -25.4% | -$41.17万 | 减仓 |
| FAPR | FIRST TR EXCHNG TRADED FD VI | $121.03万 | 0.01% | 26,952 | 396 | 1.5% | $1.78万 | 加仓 |
| MHO | M/I HOMES INC | $120.58万 | 0.01% | 9,847 | 7,958 | 421.3% | $97.45万 | 加仓 |
| URA | GLOBAL X FDS | $120.57万 | 0.01% | 24,896 | -670 | -2.6% | -$3.24万 | 减仓 |
| CG | CARLYLE GROUP INC | $120.56万 | 0.01% | 24,915 | -15,091 | -37.7% | -$73.03万 | 减仓 |
| TY | TRI CONTL CORP | $120.34万 | 0.01% | 38,095 | 6,457 | 20.4% | $20.40万 | 加仓 |
| SAP | SAP SE | $120.17万 | 0.01% | 7,019 | 2,571 | 57.8% | $44.02万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $119.63万 | 0.01% | 10,368 | 1 | 0.0% | $115 | 加仓 |
| CLX | CLOROX CO DEL | $119.23万 | 0.01% | 11,505 | 2,554 | 28.5% | $26.47万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $118.58万 | 0.01% | 136,924 | -1,367 | -1.0% | -$1.18万 | 减仓 |
| EQT | EQT CORP | $118.42万 | 0.01% | 18,608 | 5,787 | 45.1% | $36.83万 | 加仓 |
| FJUL | FIRST TR EXCHNG TRADED FD VI | $117.93万 | 0.01% | 21,551 | -235 | -1.1% | -$1.29万 | 减仓 |
| TEM | TEMPUS AI INC | $117.83万 | 0.01% | 26,056 | 22,879 | 720.1% | $103.46万 | 加仓 |
| DXJ | WISDOMTREE TR | $117.80万 | 0.01% | 7,429 | 3,447 | 86.6% | $54.66万 | 加仓 |
| SPRY | ARS PHARMACEUTICALS INC | $117.60万 | 0.01% | 146,453 | -69,843 | -32.3% | -$56.08万 | 减仓 |
| DHI | D R HORTON INC | $117.59万 | 0.01% | 8,569 | -1,357 | -13.7% | -$18.62万 | 减仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $117.34万 | 0.01% | 27,999 | 1,267 | 4.7% | $5.31万 | 加仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $117.24万 | 0.01% | 93,641 | -1,849 | -1.9% | -$2.31万 | 减仓 |
| EBC | EASTERN BANKSHARES INC | $117.00万 | 0.01% | 59,815 | -9,861 | -14.2% | -$19.29万 | 减仓 |
| EBAY | EBAY INC. | $116.85万 | 0.01% | 12,838 | -34,049 | -72.6% | -$309.92万 | 减仓 |
| XSD | SPDR SERIES TRUST | $116.66万 | 0.01% | 3,577 | -1,532 | -30.0% | -$49.96万 | 减仓 |
| EWL | ISHARES INC | $116.62万 | 0.01% | 19,830 | -844 | -4.1% | -$4.96万 | 减仓 |
| ADX | ADAMS DIVERSIFIED EQUITY FD | $116.61万 | 0.01% | 53,269 | 44,806 | 529.4% | $98.08万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $116.17万 | 0.01% | 14,411 | 13,682 | 1,876.8% | $110.29万 | 加仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $115.81万 | 0.01% | 88,003 | 206 | 0.2% | $2,711 | 加仓 |
| ARKK | ARK ETF TR | $115.77万 | 0.01% | 17,128 | -27,528 | -61.6% | -$186.06万 | 减仓 |
| XJH | ISHARES TR | $115.62万 | 0.01% | 25,483 | -409 | -1.6% | -$1.86万 | 减仓 |
| CRBN | ISHARES TR | $115.48万 | 0.01% | 5,183 | 20 | 0.4% | $4,456 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $115.02万 | 0.01% | 13,880 | 4,616 | 49.8% | $38.25万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $115.02万 | 0.01% | 14,902 | 5,100 | 52.0% | $39.36万 | 加仓 |
| — | AMPLIFY ETF TR | $114.95万 | 0.01% | 34,842 | -1,399 | -3.9% | -$4.62万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $114.77万 | 0.01% | 79,536 | 59,300 | 293.0% | $85.57万 | 加仓 |
| PSC | PRINCIPAL EXCHANGE TRADED FD | $114.55万 | 0.01% | 19,983 | -5,441 | -21.4% | -$31.19万 | 减仓 |
| NNN | NNN REIT INC | $114.24万 | 0.01% | 27,181 | -1 | -0.0% | -$42 | 减仓 |
| ATO | ATMOS ENERGY CORP | $114.03万 | 0.01% | 6,173 | 20 | 0.3% | $3,694 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $113.89万 | 0.01% | 26,449 | -26,425 | -50.0% | -$113.79万 | 减仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $113.87万 | 0.01% | 50,163 | -55,518 | -52.5% | -$126.03万 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $113.86万 | 0.01% | 40,665 | -133 | -0.3% | -$3,724 | 减仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $113.59万 | 0.01% | 55,520 | 4,417 | 8.6% | $9.04万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $113.53万 | 0.01% | 47,995 | 2,833 | 6.3% | $6.70万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $113.32万 | 0.01% | 49,701 | -15,595 | -23.9% | -$35.56万 | 减仓 |