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 |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | $35.90万 | 0.00% | 5,805 | -2,925 | -33.5% | -$18.09万 | 减仓 |
| IMCB | ISHARES TR | $35.87万 | 0.00% | 4,300 | 2,382 | 124.2% | $19.87万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $35.87万 | 0.00% | 5,972 | 167 | 2.9% | $1.00万 | 加仓 |
| ICLN | ISHARES TR | $35.78万 | 0.00% | 19,562 | 4,142 | 26.9% | $7.58万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $35.65万 | 0.00% | 11,572 | 781 | 7.2% | $2.41万 | 加仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $35.58万 | 0.00% | 7,657 | -453 | -5.6% | -$2.11万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $35.58万 | 0.00% | 6,743 | -20,167 | -74.9% | -$106.40万 | 减仓 |
| NDSN | NORDSON CORP | $35.52万 | 0.00% | 1,335 | 9 | 0.7% | $2,395 | 加仓 |
| — | CALAMOS DYNAMIC CONV & INCOM | $35.41万 | 0.00% | 16,584 | -9,004 | -35.2% | -$19.22万 | 减仓 |
| — | HARBOR ETF TRUST | $35.35万 | 0.00% | 7,889 | 1,092 | 16.1% | $4.89万 | 加仓 |
| — | ISHARES TR | $35.32万 | 0.00% | 5,427 | -315 | -5.5% | -$2.05万 | 减仓 |
| TNK | TEEKAY TANKERS LTD | $35.30万 | 0.00% | 4,814 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $35.13万 | 0.00% | 3,764 | 500 | 15.3% | $4.67万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $35.06万 | 0.00% | 8,002 | 1,445 | 22.0% | $6.33万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $35.06万 | 0.00% | 32,197 | 14,500 | 81.9% | $15.79万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $35.02万 | 0.00% | 5,118 | 625 | 13.9% | $4.28万 | 加仓 |
| BBMC | J P MORGAN EXCHANGE TRADED F | $34.95万 | 0.00% | 3,224 | -157 | -4.6% | -$1.70万 | 减仓 |
| UMBF | UMB FINL CORP | $34.92万 | 0.00% | 3,096 | 186 | 6.4% | $2.10万 | 加仓 |
| — | NYLI MACKAY DEFINEDTERM MUNI | $34.82万 | 0.00% | 23,448 | -7,227 | -23.6% | -$10.73万 | 减仓 |
| NTAP | NETAPP INC | $34.81万 | 0.00% | 3,399 | -54 | -1.6% | -$5,530 | 减仓 |
| — | ABERDEEN INDIA FD INC | $34.78万 | 0.00% | 30,728 | 2,119 | 7.4% | $2.40万 | 加仓 |
| Z | ZILLOW GROUP INC | $34.76万 | 0.00% | 8,399 | 3,866 | 85.3% | $16.00万 | 加仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $34.74万 | 0.00% | 22,370 | 17,820 | 391.6% | $27.67万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $34.65万 | 0.00% | 1,432 | -1,277 | -47.1% | -$30.90万 | 减仓 |
| JMEE | J P MORGAN EXCHANGE TRADED F | $34.61万 | 0.00% | 5,184 | 2,030 | 64.4% | $13.55万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $34.59万 | 0.00% | 10,736 | 1,100 | 11.4% | $3.54万 | 加仓 |
| — | ISHARES ETHEREUM TR | $34.53万 | 0.00% | 21,812 | 5,357 | 32.6% | $8.48万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $34.43万 | 0.00% | 13,900 | 7,400 | 113.8% | $18.33万 | 加仓 |
| AES | AES CORP | $34.34万 | 0.00% | 24,372 | -3,963 | -14.0% | -$5.58万 | 减仓 |
| W | WAYFAIR INC | $34.33万 | 0.00% | 4,564 | 2,774 | 155.0% | $20.86万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $34.16万 | 0.00% | 22,701 | 2,560 | 12.7% | $3.85万 | 加仓 |
| — | ELECTRONIC ARTS INC | $34.13万 | 0.00% | 1,674 | 66 | 4.1% | $1.35万 | 加仓 |
| — | PIMCO INCOME STRATEGY FD II | $34.11万 | 0.00% | 49,504 | -1,429,743 | -96.7% | -$985.09万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $34.05万 | 0.00% | 93,811 | 14 | 0.0% | $51 | 加仓 |
| WDFC | WD 40 CO | $34.03万 | 0.00% | 1,668 | 949 | 132.0% | $19.36万 | 加仓 |
| RGLD | ROYAL GOLD INC | $33.98万 | 0.00% | 1,335 | -70 | -5.0% | -$1.78万 | 减仓 |
| BJUL | INNOVATOR ETFS TRUST | $33.94万 | 0.00% | 6,831 | -418 | -5.8% | -$2.08万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.85万 | 0.00% | 9,194 | 0 | 0.0% | — | 不变 |
| KCE | SPDR SERIES TRUST | $33.83万 | 0.00% | 2,459 | -361 | -12.8% | -$4.97万 | 减仓 |
| INDA | ISHARES TR | $33.80万 | 0.00% | 7,217 | -595 | -7.6% | -$2.79万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $33.73万 | 0.00% | 14,252 | -180 | -1.2% | -$4,261 | 减仓 |
| — | ADVISORS INNER CIRCLE FD | $33.70万 | 0.00% | 10,868 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY | $33.66万 | 0.00% | 15,115 | 10,016 | 196.4% | $22.31万 | 加仓 |
| UDEC | INNOVATOR ETFS TRUST | $33.64万 | 0.00% | 8,660 | -632 | -6.8% | -$2.45万 | 减仓 |
| TDV | PROSHARES TR | $33.48万 | 0.00% | 3,952 | -141 | -3.4% | -$1.19万 | 减仓 |
| NPO | ENPRO INC | $33.44万 | 0.00% | 1,334 | 0 | 0.0% | — | 不变 |
| EBND | SPDR SERIES TRUST | $33.44万 | 0.00% | 16,199 | 874 | 5.7% | $1.80万 | 加仓 |
| APG | API GROUP CORP | $33.38万 | 0.00% | 8,237 | -351 | -4.1% | -$1.42万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $33.36万 | 0.00% | 4,300 | 8 | 0.2% | $621 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $33.36万 | 0.00% | 2,732 | -331 | -10.8% | -$4.04万 | 减仓 |
| — | NUVEEN REAL ESTATE INCOME FD | $33.23万 | 0.00% | 44,551 | 0 | 0.0% | — | 不变 |
| POCT | INNOVATOR ETFS TRUST | $33.21万 | 0.00% | 7,703 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $33.20万 | 0.00% | 7,482 | 329 | 4.6% | $1.46万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $33.20万 | 0.00% | 7,408 | 7,170 | 3,012.6% | $32.13万 | 加仓 |
| OUSA | ALPS ETF TR | $33.18万 | 0.00% | 5,960 | 0 | 0.0% | — | 不变 |
| HGV | HILTON GRAND VACATIONS INC | $33.15万 | 0.00% | 8,473 | -4,828 | -36.3% | -$18.89万 | 减仓 |
| LSTR | LANDSTAR SYS INC | $33.04万 | 0.00% | 2,061 | -47 | -2.2% | -$7,535 | 减仓 |
| CRVL | CORVEL CORP | $32.89万 | 0.00% | 6,019 | 532 | 9.7% | $2.91万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $32.79万 | 0.00% | 4,436 | 387 | 9.6% | $2.86万 | 加仓 |
| XYLD | GLOBAL X FDS | $32.73万 | 0.00% | 8,365 | -1,928 | -18.7% | -$7.54万 | 减仓 |
| CDW | CDW CORP | $32.72万 | 0.00% | 2,704 | 1,120 | 70.7% | $13.55万 | 加仓 |
| SNPE | DBX ETF TR | $32.68万 | 0.00% | 5,487 | 152 | 2.8% | $9,052 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $32.67万 | 0.00% | 6,810 | -82 | -1.2% | -$3,934 | 减仓 |
| VLY | VALLEY NATL BANCORP | $32.66万 | 0.00% | 26,593 | 51 | 0.2% | $626 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $32.65万 | 0.00% | 14,345 | 867 | 6.4% | $1.97万 | 加仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $32.63万 | 0.00% | 2,117 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $32.60万 | 0.00% | 11,051 | 60 | 0.5% | $1,770 | 加仓 |
| RLI | RLI CORP | $32.57万 | 0.00% | 5,710 | 211 | 3.8% | $1.20万 | 加仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $32.37万 | 0.00% | 28,799 | -5,698 | -16.5% | -$6.40万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $32.30万 | 0.00% | 11,876 | 0 | 0.0% | — | 不变 |
| — | DATACENTREX INC | $32.25万 | 0.00% | 150,000 | 0 | 0.0% | — | 不变 |
| PEY | INVESCO EXCHANGE TRADED FD T | $32.24万 | 0.00% | 15,053 | 0 | 0.0% | — | 不变 |
| XBOEX | BLACKROCK ENHANCED GLOBAL | $32.19万 | 0.00% | 29,373 | -1,600 | -5.2% | -$1.75万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $32.17万 | 0.00% | 7,595 | 3,010 | 65.6% | $12.75万 | 加仓 |
| EPI | WISDOMTREE TR | $31.97万 | 0.00% | 7,836 | -1,451 | -15.6% | -$5.92万 | 减仓 |
| OMF | ONEMAIN HLDGS INC | $31.89万 | 0.00% | 5,963 | 7 | 0.1% | $374 | 加仓 |
| SEIC | SEI INVTS CO | $31.84万 | 0.00% | 4,057 | 417 | 11.5% | $3.27万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $31.84万 | 0.00% | 10,055 | 3,381 | 50.7% | $10.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $31.75万 | 0.00% | 8,583 | -17 | -0.2% | -$629 | 减仓 |
| PATN | PACER FDS TR | $31.75万 | 0.00% | 11,174 | 11,174 | — | $31.75万 | 新建仓 |
| HUBS | HUBSPOT INC | $31.68万 | 0.00% | 1,298 | 128 | 10.9% | $3.12万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $31.64万 | 0.00% | 6,580 | 31 | 0.5% | $1,491 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $31.64万 | 0.00% | 19,255 | 8,310 | 75.9% | $13.65万 | 加仓 |
| TRUP | TRUPANION INC | $31.58万 | 0.00% | 12,330 | 0 | 0.0% | — | 不变 |
| MLRG | ISHARES TR | $31.52万 | 0.00% | 3,508 | -265 | -7.0% | -$2.38万 | 减仓 |
| SCI | SERVICE CORP INTL | $31.52万 | 0.00% | 3,821 | 289 | 8.2% | $2.38万 | 加仓 |
| RKT | ROCKET COS INC | $31.49万 | 0.00% | 22,101 | -3,317 | -13.0% | -$4.73万 | 减仓 |
| LRGF | ISHARES TR | $31.42万 | 0.00% | 4,760 | 114 | 2.5% | $7,524 | 加仓 |
| HL | HECLA MINING COMPANY | $31.36万 | 0.00% | 16,833 | 16,633 | 8,316.5% | $30.99万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $31.29万 | 0.00% | 7,274 | 204 | 2.9% | $8,777 | 加仓 |
| ENTG | ENTEGRIS INC | $31.25万 | 0.00% | 2,665 | -115 | -4.1% | -$1.35万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.22万 | 0.00% | 10,449 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $31.08万 | 0.00% | 919 | -305 | -24.9% | -$10.31万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $31.06万 | 0.00% | 2,631 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $31.06万 | 0.00% | 4,371 | 143 | 3.4% | $1.02万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $30.92万 | 0.00% | 3,574 | 760 | 27.0% | $6.57万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $30.83万 | 0.00% | 4,298 | 869 | 25.3% | $6.23万 | 加仓 |
| ILMN | ILLUMINA INC | $30.77万 | 0.00% | 2,496 | 137 | 5.8% | $1.69万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $30.65万 | 0.00% | 62,937 | 60 | 0.1% | $292 | 加仓 |
| OTTR | OTTER TAIL CORP | $30.64万 | 0.00% | 3,491 | -300 | -7.9% | -$2.63万 | 减仓 |