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 |
|---|---|---|---|---|---|---|---|---|
| FFA | FIRST TR ENHANCED EQUITY | $62.42万 | 0.00% | 30,597 | 4 | 0.0% | $82 | 加仓 |
| DASH | DOORDASH INC | $62.37万 | 0.00% | 4,154 | 1,897 | 84.0% | $28.48万 | 加仓 |
| WDAY | WORKDAY INC | $62.13万 | 0.00% | 4,782 | -1,260 | -20.9% | -$16.37万 | 减仓 |
| — | BLACKROCK MUNIHLDGS NJ QLTY | $62.04万 | 0.00% | 53,617 | 345 | 0.6% | $3,992 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $61.98万 | 0.00% | 26,239 | 6,408 | 32.3% | $15.14万 | 加仓 |
| JRI | NUVEEN REAL ASSET INCOME & G | $61.84万 | 0.00% | 50,275 | 5,936 | 13.4% | $7.30万 | 加仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $61.79万 | 0.00% | 5,561 | 1,673 | 43.0% | $18.59万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $61.47万 | 0.00% | 51,525 | 7,430 | 16.8% | $8.86万 | 加仓 |
| SMR | NUSCALE PWR CORP | $61.39万 | 0.00% | 56,637 | 35,944 | 173.7% | $38.96万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $61.17万 | 0.00% | 14,182 | 60 | 0.4% | $2,588 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $61.13万 | 0.00% | 16,629 | -1,225 | -6.9% | -$4.50万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $60.98万 | 0.00% | 58,633 | 23,088 | 65.0% | $24.01万 | 加仓 |
| PHYL | PGIM ETF TR | $60.87万 | 0.00% | 17,577 | 3,515 | 25.0% | $12.17万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $60.80万 | 0.00% | 16,219 | 2,731 | 20.2% | $10.24万 | 加仓 |
| IEZ | ISHARES TR | $60.80万 | 0.00% | 21,000 | -52,919 | -71.6% | -$153.20万 | 减仓 |
| ABFL | ABACUS FCF ETF TR | $60.58万 | 0.00% | 8,515 | 301 | 3.7% | $2.14万 | 加仓 |
| — | CALAMOS ETF TR | $60.47万 | 0.00% | 21,461 | 13,096 | 156.6% | $36.90万 | 加仓 |
| CSM | PROSHARES TR | $60.38万 | 0.00% | 8,070 | -320 | -3.8% | -$2.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $60.27万 | 0.00% | 15,318 | -824 | -5.1% | -$3.24万 | 减仓 |
| SGOL | ETFS GOLD TR | $60.25万 | 0.00% | 13,503 | -350 | -2.5% | -$1.56万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $60.07万 | 0.00% | 6,666 | -530 | -7.4% | -$4.78万 | 减仓 |
| KEY | KEYCORP | $60.01万 | 0.00% | 29,929 | 1,137 | 3.9% | $2.28万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $59.75万 | 0.00% | 15,245 | -2,200 | -12.6% | -$8.62万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $59.65万 | 0.00% | 9,992 | 40 | 0.4% | $2,388 | 加仓 |
| IFRA | ISHARES TR | $59.34万 | 0.00% | 10,373 | -27,865 | -72.9% | -$159.40万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $59.32万 | 0.00% | 6,977 | 213 | 3.1% | $1.81万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $59.29万 | 0.00% | 1,652 | -185 | -10.1% | -$6.64万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $59.25万 | 0.00% | 6,416 | -45 | -0.7% | -$4,156 | 减仓 |
| — | ARCOSA INC | $59.24万 | 0.00% | 5,582 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $58.93万 | 0.00% | 12,998 | -1,645 | -11.2% | -$7.46万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $58.86万 | 0.00% | 7,992 | -277 | -3.3% | -$2.04万 | 减仓 |
| — | AMPLIFY ETF TR | $58.73万 | 0.00% | 39,443 | 15,678 | 66.0% | $23.34万 | 加仓 |
| MDST | ULTIMUS MANAGERS TR | $58.68万 | 0.00% | 20,516 | -717 | -3.4% | -$2.05万 | 减仓 |
| BBN | BLACKROCK TAX MUNICPAL BD TR | $58.43万 | 0.00% | 36,134 | -7,478 | -17.1% | -$12.09万 | 减仓 |
| VOLT | TEMA ETF TRUST | $58.39万 | 0.00% | 17,054 | 6,941 | 68.6% | $23.77万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $58.16万 | 0.00% | 8,017 | -137 | -1.7% | -$9,939 | 减仓 |
| FISV | FISERV INC | $58.10万 | 0.00% | 10,413 | -51,359 | -83.1% | -$286.58万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $57.91万 | 0.00% | 14,754 | -333 | -2.2% | -$1.31万 | 减仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $57.81万 | 0.00% | 19,971 | -2,478 | -11.0% | -$7.17万 | 减仓 |
| TVAL | T ROWE PRICE ETF INC | $57.66万 | 0.00% | 15,937 | 15,937 | — | $57.66万 | 新建仓 |
| EUSB | ISHARES TR | $57.65万 | 0.00% | 13,253 | 391 | 3.0% | $1.70万 | 加仓 |
| TER | TERADYNE INC | $57.56万 | 0.00% | 1,941 | 115 | 6.3% | $3.41万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $57.42万 | 0.00% | 27,154 | 4,904 | 22.0% | $10.37万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $57.24万 | 0.00% | 7,766 | 89 | 1.2% | $6,559 | 加仓 |
| GBDC | GOLUB CAP BDC INC | $57.23万 | 0.00% | 45,203 | -14,806 | -24.7% | -$18.74万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $57.21万 | 0.00% | 12,559 | 8,700 | 225.4% | $39.63万 | 加仓 |
| SBET | SHARPLINK INC | $56.91万 | 0.00% | 88,239 | 59,964 | 212.1% | $38.68万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $56.84万 | 0.00% | 19,831 | 130 | 0.7% | $3,726 | 加仓 |
| CPA | COPA HOLDINGS SA | $56.73万 | 0.00% | 4,993 | 3,180 | 175.4% | $36.13万 | 加仓 |
| GOLF | ACUSHNET HLDGS CORP | $56.49万 | 0.00% | 6,043 | 264 | 4.6% | $2.47万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $56.48万 | 0.00% | 40,226 | 12,453 | 44.8% | $17.48万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $56.44万 | 0.00% | 26,167 | 1,960 | 8.1% | $4.23万 | 加仓 |
| ARKQ | ARK ETF TR | $56.29万 | 0.00% | 5,006 | -408 | -7.5% | -$4.59万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $56.29万 | 0.00% | 18,940 | 17,316 | 1,066.3% | $51.46万 | 加仓 |
| MZTI | MARZETTI COMPANY | $56.13万 | 0.00% | 4,058 | 3,960 | 4,040.8% | $54.77万 | 重新持有 |
| IWC | ISHARES TR | $56.12万 | 0.00% | 3,516 | 3,109 | 763.9% | $49.63万 | 加仓 |
| ALLE | ALLEGION PLC | $56.11万 | 0.00% | 3,862 | 1,859 | 92.8% | $27.01万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $56.09万 | 0.00% | 6,699 | 5,820 | 662.1% | $48.73万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $56.09万 | 0.00% | 1,423 | 1,370 | 2,584.9% | $54.00万 | 加仓 |
| SII | SPROTT INC | $55.71万 | 0.00% | 3,899 | 14 | 0.4% | $2,000 | 加仓 |
| FSCC | FEDERATED HERMES ETF TRUST | $55.65万 | 0.00% | 18,745 | 2,638 | 16.4% | $7.83万 | 加仓 |
| — | VANECK ETF TRUST | $55.63万 | 0.00% | 11,262 | 262 | 2.4% | $1.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $55.50万 | 0.00% | 21,859 | 17,188 | 368.0% | $43.64万 | 加仓 |
| TRN | TRINITY INDS INC | $55.45万 | 0.00% | 17,230 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $55.22万 | 0.00% | 4,791 | 4,791 | — | $55.22万 | 新建仓 |
| — | STRATEGY INC | $55.22万 | 0.00% | 7,810 | -10,065 | -56.3% | -$71.16万 | 减仓 |
| VOX | VANGUARD WORLD FD | $55.21万 | 0.00% | 3,070 | -185 | -5.7% | -$3.33万 | 减仓 |
| — | MAGNACHIP SEMICONDUCTOR CORP | $55.16万 | 0.00% | 197,002 | 950 | 0.5% | $2,660 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $55.10万 | 0.00% | 19,352 | 19,352 | — | $55.10万 | 新建仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $55.09万 | 0.00% | 27,879 | 2,650 | 10.5% | $5.24万 | 加仓 |
| FDLO | FIDELITY COVINGTON TRUST | $55.00万 | 0.00% | 8,515 | 733 | 9.4% | $4.73万 | 加仓 |
| CLH | CLEAN HARBORS INC | $54.91万 | 0.00% | 1,915 | -177 | -8.5% | -$5.08万 | 减仓 |
| IBTG | ISHARES TR | $54.75万 | 0.00% | 23,894 | -20,621 | -46.3% | -$47.25万 | 减仓 |
| INCY | INCYTE CORP | $54.74万 | 0.00% | 5,816 | 831 | 16.7% | $7.82万 | 加仓 |
| BKT | BLACKROCK INCOME TR INC | $54.73万 | 0.00% | 51,777 | -15,683 | -23.2% | -$16.58万 | 减仓 |
| AVT | AVNET INC | $54.70万 | 0.00% | 8,877 | -277 | -3.0% | -$1.71万 | 减仓 |
| XSW | SPDR SERIES TRUST | $54.68万 | 0.00% | 3,843 | 215 | 5.9% | $3.06万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $54.47万 | 0.00% | 2,673 | 335 | 14.3% | $6.83万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $54.45万 | 0.00% | 1,845 | -29 | -1.5% | -$8,558 | 减仓 |
| — | RENAISSANCE CAP GREENWICH FD | $54.39万 | 0.00% | 29,836 | 0 | 0.0% | — | 不变 |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | $54.32万 | 0.00% | 20,320 | -627 | -3.0% | -$1.68万 | 减仓 |
| NXTG | FIRST TR EXCHANGE-TRADED FD | $54.29万 | 0.00% | 4,851 | -33 | -0.7% | -$3,693 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $53.95万 | 0.00% | 31,533 | -1,936 | -5.8% | -$3.31万 | 减仓 |
| ALLY | ALLY FINL INC | $53.95万 | 0.00% | 13,753 | 10,617 | 338.6% | $41.65万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $53.88万 | 0.00% | 4,963 | 2,863 | 136.3% | $31.08万 | 加仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $53.87万 | 0.00% | 18,747 | 18,747 | — | $53.87万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $53.47万 | 0.00% | 1,842 | 107 | 6.2% | $3.11万 | 加仓 |
| VG | VENTURE GLOBAL INC | $53.45万 | 0.00% | 33,914 | 21,922 | 182.8% | $34.55万 | 加仓 |
| RDDT | REDDIT INC | $53.35万 | 0.00% | 3,962 | -240 | -5.7% | -$3.23万 | 减仓 |
| ZS | ZSCALER INC | $53.31万 | 0.00% | 3,800 | 2,022 | 113.7% | $28.37万 | 加仓 |
| GGG | GRACO INC | $53.19万 | 0.00% | 6,283 | 768 | 13.9% | $6.50万 | 加仓 |
| — | BLACKROCK 2037 MUNICIPAL TAR | $53.14万 | 0.00% | 20,486 | 70 | 0.3% | $1,816 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $52.91万 | 0.00% | 23,657 | -20,743 | -46.7% | -$46.39万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $52.90万 | 0.00% | 18,462 | -26,652 | -59.1% | -$76.37万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $52.63万 | 0.00% | 14,008 | -1,383 | -9.0% | -$5.20万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $52.60万 | 0.00% | 14,826 | -4,075 | -21.6% | -$14.46万 | 减仓 |
| GJUN | FIRST TR EXCHNG TRADED FD VI | $52.59万 | 0.00% | 13,341 | -1,200 | -8.3% | -$4.73万 | 减仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $52.52万 | 0.00% | 12,758 | 7,352 | 136.0% | $30.27万 | 加仓 |
| CGBD | CARLYLE SECURED LENDING INC | $52.50万 | 0.00% | 47,990 | -18,108 | -27.4% | -$19.81万 | 减仓 |
| SSD | SIMPSON MFG INC | $52.46万 | 0.00% | 3,057 | 121 | 4.1% | $2.08万 | 加仓 |