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 |
|---|---|---|---|---|---|---|---|---|
| HELO | J P MORGAN EXCHANGE TRADED F | $113.03万 | 0.01% | 17,687 | 1,335 | 8.2% | $8.53万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $113.02万 | 0.01% | 126,070 | -43,328 | -25.6% | -$38.84万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $113.01万 | 0.01% | 29,943 | 24,978 | 503.1% | $94.27万 | 加仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $112.96万 | 0.01% | 19,142 | -6,700 | -25.9% | -$39.54万 | 减仓 |
| — | PUTNAM ETF TRUST | $112.10万 | 0.01% | 40,647 | -43,414 | -51.6% | -$119.74万 | 减仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $112.05万 | 0.01% | 49,824 | 47,355 | 1,918.0% | $106.50万 | 加仓 |
| IFV | FIRST TR EXCHANGE TRADED FD | $112.03万 | 0.01% | 44,335 | 26,838 | 153.4% | $67.82万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $111.97万 | 0.01% | 5,730 | -1,320 | -18.7% | -$25.79万 | 减仓 |
| MTB | M & T BK CORP | $111.95万 | 0.01% | 5,415 | 419 | 8.4% | $8.66万 | 加仓 |
| RAAX | VANECK ETF TRUST | $111.94万 | 0.01% | 27,498 | 11,528 | 72.2% | $46.93万 | 加仓 |
| NKTR | NEKTAR THERAPEUTICS | $111.71万 | 0.01% | 15,526 | 15,313 | 7,189.2% | $110.18万 | 加仓 |
| CIGI | COLLIERS INTL GROUP INC | $111.51万 | 0.01% | 10,432 | -9,420 | -47.5% | -$100.69万 | 减仓 |
| BURL | BURLINGTON STORES INC | $111.41万 | 0.01% | 3,424 | 609 | 21.6% | $19.82万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $111.01万 | 0.01% | 11,117 | 2,846 | 34.4% | $28.42万 | 加仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $110.69万 | 0.01% | 8,630 | 742 | 9.4% | $9.52万 | 加仓 |
| IPAC | ISHARES TR | $110.63万 | 0.01% | 14,459 | 14,205 | 5,592.5% | $108.68万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $110.49万 | 0.01% | 28,375 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $110.29万 | 0.01% | 49,323 | 530 | 1.1% | $1.19万 | 加仓 |
| DIV | GLOBAL X FDS | $110.23万 | 0.01% | 58,325 | 2,295 | 4.1% | $4.34万 | 加仓 |
| EIX | EDISON INTL | $110.14万 | 0.01% | 15,050 | 1,194 | 8.6% | $8.74万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $109.93万 | 0.01% | 15,953 | -1,248 | -7.3% | -$8.60万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC | $109.81万 | 0.01% | 120,270 | -20,514 | -14.6% | -$18.73万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $109.63万 | 0.01% | 5,831 | 227 | 4.1% | $4.27万 | 加仓 |
| VICI | VICI PPTYS INC | $109.48万 | 0.01% | 40,073 | 8,406 | 26.5% | $22.97万 | 加仓 |
| VCR | VANGUARD WORLD FD | $109.09万 | 0.01% | 3,038 | 146 | 5.0% | $5.24万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $108.90万 | 0.01% | 128,880 | -5,100 | -3.8% | -$4.31万 | 减仓 |
| — | DUPONT DE NEMOURS INC | $108.78万 | 0.01% | 23,752 | 2,275 | 10.6% | $10.42万 | 加仓 |
| IBMP | ISHARES TR | $108.51万 | 0.01% | 42,652 | 1 | 0.0% | $25 | 加仓 |
| HFSI | HARTFORD FDS EXCHANGE TRADED | $108.38万 | 0.01% | 31,215 | 24,563 | 369.3% | $85.28万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $107.99万 | 0.01% | 20,637 | 2,033 | 10.9% | $10.64万 | 加仓 |
| AEE | AMEREN CORP | $107.89万 | 0.01% | 9,816 | 1,036 | 11.8% | $11.39万 | 加仓 |
| KRE | SPDR SERIES TRUST | $107.75万 | 0.01% | 16,539 | -1,833 | -10.0% | -$11.94万 | 减仓 |
| KHC | KRAFT HEINZ CO | $107.71万 | 0.01% | 47,895 | -13,348 | -21.8% | -$30.02万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $107.69万 | 0.01% | 40,994 | 7,915 | 23.9% | $20.79万 | 加仓 |
| NXT | NEXTPOWER INC | $107.55万 | 0.01% | 8,922 | 2,040 | 29.6% | $24.59万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $107.33万 | 0.01% | 14,119 | -12,708 | -47.4% | -$96.60万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $106.75万 | 0.01% | 23,171 | 1,392 | 6.4% | $6.41万 | 加仓 |
| USA | LIBERTY ALL STAR EQUITY FD | $106.18万 | 0.01% | 191,316 | 177,413 | 1,276.1% | $98.46万 | 加仓 |
| HUBB | HUBBELL INC | $106.02万 | 0.01% | 2,160 | 74 | 3.5% | $3.63万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $105.82万 | 0.01% | 8,070 | -393 | -4.6% | -$5.15万 | 减仓 |
| GHY | PGIM GLOBAL HIGH YIELD FD FO | $105.60万 | 0.01% | 90,642 | 8,298 | 10.1% | $9.67万 | 加仓 |
| EXEL | EXELIXIS INC | $105.57万 | 0.01% | 24,614 | 7,768 | 46.1% | $33.32万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $105.14万 | 0.01% | 22,295 | 3,593 | 19.2% | $16.94万 | 加仓 |
| FTSD | FRANKLIN ETF TR | $104.91万 | 0.01% | 11,557 | -376 | -3.2% | -$3.41万 | 减仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $104.87万 | 0.01% | 9,744 | 429 | 4.6% | $4.62万 | 加仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $104.77万 | 0.01% | 75,048 | 6,644 | 9.7% | $9.28万 | 加仓 |
| EES | WISDOMTREE TR | $104.73万 | 0.01% | 18,041 | -88 | -0.5% | -$5,108 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $104.44万 | 0.01% | 12,125 | 12,125 | — | $104.44万 | 新建仓 |
| FELC | FIDELITY COVINGTON TRUST | $103.84万 | 0.01% | 28,631 | -18,310 | -39.0% | -$66.41万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $103.84万 | 0.01% | 20,462 | 14,643 | 251.6% | $74.31万 | 加仓 |
| TITN | TITAN MACHY INC | $103.04万 | 0.01% | 61,626 | 61,626 | — | $103.04万 | 新建仓 |
| CR | CRANE COMPANY | $102.93万 | 0.01% | 6,019 | 422 | 7.5% | $7.22万 | 加仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $102.84万 | 0.01% | 43,956 | 7,087 | 19.2% | $16.58万 | 加仓 |
| IEUR | ISHARES TR | $102.81万 | 0.01% | 14,630 | -167,008 | -91.9% | -$1,173.57万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $102.80万 | 0.01% | 21,395 | 12,983 | 154.3% | $62.38万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $102.41万 | 0.01% | 6,167 | 113 | 1.9% | $1.88万 | 加仓 |
| RYN | RAYONIER INC | $102.13万 | 0.01% | 49,528 | 45,658 | 1,179.8% | $94.15万 | 加仓 |
| ITT | ITT INC | $101.98万 | 0.01% | 5,352 | 49 | 0.9% | $9,336 | 加仓 |
| SNOW | SNOWFLAKE INC | $101.94万 | 0.01% | 6,759 | 618 | 10.1% | $9.32万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $101.58万 | 0.01% | 2,871 | 518 | 22.0% | $18.33万 | 加仓 |
| GIS | GENERAL MILLS INC | $101.16万 | 0.01% | 27,180 | -5,425 | -16.6% | -$20.19万 | 减仓 |
| ES | EVERSOURCE ENERGY | $101.14万 | 0.01% | 14,599 | -245 | -1.7% | -$1.70万 | 减仓 |
| — | FEDERATED HERMES ETF TRUST | $100.06万 | 0.01% | 32,434 | 1,376 | 4.4% | $4.25万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $100.04万 | 0.01% | 6,613 | -3,203 | -32.6% | -$48.46万 | 减仓 |
| FIX | COMFORT SYS USA INC | $99.66万 | 0.01% | 723 | -781 | -51.9% | -$107.65万 | 减仓 |
| JOE | ST JOE CO | $99.57万 | 0.01% | 15,855 | 13,985 | 747.9% | $87.83万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $99.47万 | 0.01% | 33,470 | 2,391 | 7.7% | $7.11万 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $99.41万 | 0.01% | 76,765 | 3,410 | 4.6% | $4.42万 | 加仓 |
| IBND | SPDR SERIES TRUST | $99.38万 | 0.01% | 31,975 | 8,559 | 36.6% | $26.60万 | 加仓 |
| — | EATON VANCE RISK-MANAGED DIV | $98.54万 | 0.01% | 120,616 | 102,588 | 569.0% | $83.81万 | 加仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $98.03万 | 0.00% | 92,395 | 10,972 | 13.5% | $11.64万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $97.98万 | 0.00% | 34,129 | 2,069 | 6.5% | $5.94万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $97.87万 | 0.00% | 12,542 | 6,797 | 118.3% | $53.04万 | 加仓 |
| EZU | ISHARES INC | $97.37万 | 0.00% | 15,545 | -26 | -0.2% | -$1,629 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $96.88万 | 0.00% | 19,377 | 3,364 | 21.0% | $16.82万 | 加仓 |
| IETC | ISHARES U S ETF TR | $96.80万 | 0.00% | 10,953 | 6,555 | 149.0% | $57.93万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $96.78万 | 0.00% | 19,587 | 404 | 2.1% | $2.00万 | 加仓 |
| WSO | WATSCO INC | $96.45万 | 0.00% | 2,651 | 118 | 4.7% | $4.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $96.36万 | 0.00% | 35,179 | 35,179 | — | $96.36万 | 新建仓 |
| GSST | GOLDMAN SACHS ETF TR | $96.10万 | 0.00% | 19,011 | 13,904 | 272.3% | $70.28万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $96.04万 | 0.00% | 49,177 | -12,099 | -19.7% | -$23.63万 | 减仓 |
| VNOM | VIPER ENERGY INC | $95.87万 | 0.00% | 20,402 | 2,723 | 15.4% | $12.80万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $95.12万 | 0.00% | 1,616 | -172 | -9.6% | -$10.12万 | 减仓 |
| — | EATON VANCE MUN INCOME TR | $95.09万 | 0.00% | 91,342 | 3,923 | 4.5% | $4.08万 | 加仓 |
| TXT | TEXTRON INC | $95.07万 | 0.00% | 10,858 | 766 | 7.6% | $6.71万 | 加仓 |
| IREN | IREN LIMITED | $95.00万 | 0.00% | 27,712 | 6,099 | 28.2% | $20.91万 | 加仓 |
| WY | WEYERHAEUSER CO | $94.91万 | 0.00% | 38,850 | 878 | 2.3% | $2.14万 | 加仓 |
| FNV | FRANCO NEV CORP | $94.80万 | 0.00% | 3,837 | 776 | 25.4% | $19.17万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $94.71万 | 0.00% | 12,436 | -124 | -1.0% | -$9,444 | 减仓 |
| AOA | ISHARES TR | $94.61万 | 0.00% | 10,692 | 530 | 5.2% | $4.69万 | 加仓 |
| WCC | WESCO INTL INC | $94.50万 | 0.00% | 3,454 | -5 | -0.1% | -$1,368 | 减仓 |
| COHR | COHERENT CORP | $94.33万 | 0.00% | 3,960 | 2,447 | 161.7% | $58.29万 | 加仓 |
| IBDR | ISHARES TR | $94.26万 | 0.00% | 38,886 | -7,514 | -16.2% | -$18.21万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $93.92万 | 0.00% | 12,382 | 958 | 8.4% | $7.27万 | 加仓 |
| — | PIMCO ETF TR | $93.73万 | 0.00% | 17,639 | -735 | -4.0% | -$3.91万 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $93.60万 | 0.00% | 78,653 | 33,693 | 74.9% | $40.09万 | 加仓 |
| QQQI | NEOS ETF TRUST | $93.55万 | 0.00% | 18,827 | 6,639 | 54.5% | $32.99万 | 加仓 |
| ICOW | PACER FDS TR | $92.78万 | 0.00% | 21,861 | -23,090 | -51.4% | -$97.99万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $92.52万 | 0.00% | 17,469 | -785 | -4.3% | -$4.16万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $92.42万 | 0.00% | 5,069 | -114 | -2.2% | -$2.08万 | 减仓 |