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 |
|---|---|---|---|---|---|---|---|---|
| SNAP | SNAP INC | $30.58万 | 0.00% | 66,472 | -149 | -0.2% | -$685 | 减仓 |
| MRCY | MERCURY SYS INC | $30.48万 | 0.00% | 4,181 | 120 | 3.0% | $8,749 | 加仓 |
| DINO | HF SINCLAIR CORP | $30.36万 | 0.00% | 4,866 | 1,944 | 66.5% | $12.13万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $30.20万 | 0.00% | 3,817 | 29 | 0.8% | $2,294 | 加仓 |
| FFIV | F5 INC | $30.00万 | 0.00% | 1,037 | 106 | 11.4% | $3.07万 | 加仓 |
| PODD | INSULET CORP | $29.99万 | 0.00% | 1,429 | -18 | -1.2% | -$3,777 | 减仓 |
| PALL | ABRDN PALLADIUM ETF TRUST | $29.87万 | 0.00% | 2,217 | 1,106 | 99.5% | $14.90万 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $29.83万 | 0.00% | 5,755 | 2,246 | 64.0% | $11.64万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $29.81万 | 0.00% | 11,057 | -133 | -1.2% | -$3,586 | 减仓 |
| MMIN | NEW YORK LIFE INVTS ACTIVE E | $29.58万 | 0.00% | 12,475 | 10,475 | 523.8% | $24.84万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $29.57万 | 0.00% | 13,729 | 13,729 | — | $29.57万 | 新建仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $29.56万 | 0.00% | 3,622 | 543 | 17.6% | $4.43万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $29.39万 | 0.00% | 1,850 | -152 | -7.6% | -$2.41万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $29.27万 | 0.00% | 18,622 | -328 | -1.7% | -$5,156 | 减仓 |
| NUDM | NUSHARES ETF TR | $29.01万 | 0.00% | 8,034 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC | $28.96万 | 0.00% | 8,723 | -240 | -2.7% | -$7,968 | 减仓 |
| PII | POLARIS INC | $28.94万 | 0.00% | 5,310 | -101 | -1.9% | -$5,504 | 减仓 |
| FSV | FIRSTSERVICE CORP NEW | $28.63万 | 0.00% | 2,061 | 2 | 0.1% | $278 | 加仓 |
| MYI | BLACKROCK MUNIYIELD QUALITY | $28.60万 | 0.00% | 27,209 | 12,042 | 79.4% | $12.66万 | 加仓 |
| AGI | ALAMOS GOLD INC | $28.56万 | 0.00% | 6,428 | 4,960 | 337.9% | $22.04万 | 加仓 |
| PRLB | PROTO LABS INC | $28.51万 | 0.00% | 5,000 | -3,000 | -37.5% | -$17.11万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $28.50万 | 0.00% | 7,314 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST | $28.47万 | 0.00% | 11,598 | -24 | -0.2% | -$589 | 减仓 |
| EFX | EQUIFAX INC | $28.43万 | 0.00% | 1,579 | -236 | -13.0% | -$4.25万 | 减仓 |
| NBOS | NEUBERGER BERMAN ETF TRUST | $28.43万 | 0.00% | 10,630 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $28.39万 | 0.00% | 33,317 | -29,755 | -47.2% | -$25.35万 | 减仓 |
| — | VILLAGE FARMS INTL INC | $28.37万 | 0.00% | 99,900 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $28.26万 | 0.00% | 3,450 | 328 | 10.5% | $2.69万 | 加仓 |
| ZROZ | PIMCO ETF TR | $28.23万 | 0.00% | 4,410 | -326 | -6.9% | -$2.09万 | 减仓 |
| ACWV | ISHARES INC | $28.18万 | 0.00% | 2,358 | -9 | -0.4% | -$1,076 | 减仓 |
| STEP | STEPSTONE GROUP INC | $28.17万 | 0.00% | 5,904 | 5,377 | 1,020.3% | $25.66万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $28.17万 | 0.00% | 5,810 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $28.12万 | 0.00% | 7,350 | -26 | -0.4% | -$995 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $28.12万 | 0.00% | 37,246 | 0 | 0.0% | — | 不变 |
| IDT | IDT CORP | $28.10万 | 0.00% | 5,723 | -616 | -9.7% | -$3.02万 | 减仓 |
| — | KURV ETF TR | $27.99万 | 0.00% | 8,594 | 5,691 | 196.0% | $18.54万 | 加仓 |
| DTM | DT MIDSTREAM INC | $27.94万 | 0.00% | 2,075 | 1,201 | 137.4% | $16.17万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $27.81万 | 0.00% | 11,650 | 1,400 | 13.7% | $3.34万 | 加仓 |
| AOS | SMITH A O CORP | $27.73万 | 0.00% | 4,206 | 52 | 1.3% | $3,429 | 加仓 |
| ABR | ARBOR REALTY TRUST INC | $27.69万 | 0.00% | 35,919 | -1,502 | -4.0% | -$1.16万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $27.60万 | 0.00% | 6,973 | -100 | -1.4% | -$3,958 | 减仓 |
| — | PGIM ROCK ETF TR | $27.58万 | 0.00% | 9,026 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC INC | $27.47万 | 0.00% | 3,634 | -518 | -12.5% | -$3.92万 | 减仓 |
| MFM | MFS MUN INCOME TR | $27.41万 | 0.00% | 50,855 | -4,980 | -8.9% | -$2.68万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $27.38万 | 0.00% | 28,885 | -189,702 | -86.8% | -$179.84万 | 减仓 |
| SAIA | SAIA INC | $27.36万 | 0.00% | 779 | 5 | 0.6% | $1,756 | 加仓 |
| — | NEOS ETF TRUST | $27.33万 | 0.00% | 4,805 | 4,805 | — | $27.33万 | 新建仓 |
| IONS | IONIS PHARMACEUTICALS INC | $27.33万 | 0.00% | 3,639 | 2,570 | 240.4% | $19.30万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $27.28万 | 0.00% | 11,368 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $27.16万 | 0.00% | 30,116 | 8,743 | 40.9% | $7.89万 | 加仓 |
| USFD | US FOODS HLDG CORP | $27.15万 | 0.00% | 2,945 | 240 | 8.9% | $2.21万 | 加仓 |
| PBI | PITNEY BOWES INC | $27.12万 | 0.00% | 24,541 | 44 | 0.2% | $486 | 加仓 |
| ICVT | ISHARES TR | $27.08万 | 0.00% | 2,661 | -1,331 | -33.3% | -$13.55万 | 减仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $27.08万 | 0.00% | 6,997 | -300 | -4.1% | -$1.16万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $27.04万 | 0.00% | 10,598 | -13,050 | -55.2% | -$33.29万 | 减仓 |
| TRMB | TRIMBLE INC | $26.94万 | 0.00% | 4,130 | -660 | -13.8% | -$4.31万 | 减仓 |
| FDEM | FIDELITY COVINGTON TRUST | $26.92万 | 0.00% | 8,524 | -7,289 | -46.1% | -$23.02万 | 减仓 |
| CVBF | CVB FINL CORP | $26.90万 | 0.00% | 13,872 | -1,556 | -10.1% | -$3.02万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $26.88万 | 0.00% | 7,986 | 1,477 | 22.7% | $4.97万 | 加仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $26.86万 | 0.00% | 6,022 | -3,681 | -37.9% | -$16.42万 | 减仓 |
| HAS | HASBRO INC | $26.76万 | 0.00% | 2,859 | 203 | 7.6% | $1.90万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $26.71万 | 0.00% | 8,230 | 183 | 2.3% | $5,940 | 加仓 |
| FICO | FAIR ISAAC CORP | $26.69万 | 0.00% | 250 | 13 | 5.5% | $1.39万 | 加仓 |
| KNF | KNIFE RIVER CORP | $26.64万 | 0.00% | 3,263 | 108 | 3.4% | $8,818 | 加仓 |
| — | EATON VANCE TAX-ADVANTAGED G | $26.64万 | 0.00% | 9,995 | 0 | 0.0% | — | 不变 |
| RMT | ROYCE MICRO-CAP TR INC | $26.60万 | 0.00% | 23,515 | -217 | -0.9% | -$2,454 | 减仓 |
| KAI | KADANT INC | $26.49万 | 0.00% | 906 | -52 | -5.4% | -$1.52万 | 减仓 |
| DOCU | DOCUSIGN INC | $26.49万 | 0.00% | 5,587 | 104 | 1.9% | $4,931 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $26.43万 | 0.00% | 3,626 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $26.41万 | 0.00% | 2,474 | -5,463 | -68.8% | -$58.32万 | 减仓 |
| VNM | VANECK ETF TRUST | $26.41万 | 0.00% | 15,255 | 15,000 | 5,882.4% | $25.96万 | 加仓 |
| — | ISHARES TR | $26.40万 | 0.00% | 10,059 | 257 | 2.6% | $6,745 | 加仓 |
| ITRN | ITURAN LOCATION AND CONTROL | $26.39万 | 0.00% | 5,385 | 2,638 | 96.0% | $12.93万 | 加仓 |
| BMI | BADGER METER INC | $26.35万 | 0.00% | 1,729 | 15 | 0.9% | $2,286 | 加仓 |
| TOUS | T ROWE PRICE ETF INC | $26.24万 | 0.00% | 7,598 | -13,591 | -64.1% | -$46.94万 | 减仓 |
| SMMU | PIMCO ETF TR | $26.23万 | 0.00% | 5,200 | 2,600 | 100.0% | $13.12万 | 加仓 |
| CLBT | CELLEBRITE DI LTD | $26.23万 | 0.00% | 19,035 | -7,248 | -27.6% | -$9.99万 | 减仓 |
| MOD | MODINE MFG CO | $26.20万 | 0.00% | 1,209 | 0 | 0.0% | — | 不变 |
| FNF | FIDELITY NATL FINL INC | $26.16万 | 0.00% | 5,640 | -5,266 | -48.3% | -$24.43万 | 减仓 |
| XBIL | RBB FD INC | $26.15万 | 0.00% | 5,226 | -768 | -12.8% | -$3.84万 | 减仓 |
| OVV | OVINTIV INC | $26.11万 | 0.00% | 4,399 | 249 | 6.0% | $1.48万 | 加仓 |
| GME | GAMESTOP CORP | $26.08万 | 0.00% | 11,318 | 337 | 3.1% | $7,764 | 加仓 |
| — | INNOVATOR ETFS TRUST | $26.00万 | 0.00% | 9,722 | 0 | 0.0% | — | 不变 |
| FNDF | SCHWAB STRATEGIC TR | $25.95万 | 0.00% | 5,304 | -173 | -3.2% | -$8,465 | 减仓 |
| GSUS | GOLDMAN SACHS ETF TR | $25.93万 | 0.00% | 2,894 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $25.91万 | 0.00% | 7,617 | -42,972 | -84.9% | -$146.19万 | 减仓 |
| FCAL | FIRST TR EXCH TRADED FD III | $25.91万 | 0.00% | 5,300 | 200 | 3.9% | $9,778 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $25.89万 | 0.00% | 14,086 | -239 | -1.7% | -$4,393 | 减仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $25.86万 | 0.00% | 7,106 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $25.83万 | 0.00% | 1,496 | 71 | 5.0% | $1.23万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $25.77万 | 0.00% | 11,121 | -19,931 | -64.2% | -$46.19万 | 减仓 |
| MYN | BLACKROCK MUNIYIELD N Y QUAL | $25.72万 | 0.00% | 26,793 | 17,751 | 196.3% | $17.04万 | 加仓 |
| ISCG | ISHARES TR | $25.69万 | 0.00% | 4,688 | 1 | 0.0% | $55 | 加仓 |
| — | ABRDN NATL MUN INCOME FD | $25.66万 | 0.00% | 25,766 | -4,135 | -13.8% | -$4.12万 | 减仓 |
| HAWX | ISHARES TR | $25.62万 | 0.00% | 6,265 | -381 | -5.7% | -$1.56万 | 减仓 |
| SBGI | SINCLAIR INC | $25.56万 | 0.00% | 19,755 | 2,158 | 12.3% | $2.79万 | 加仓 |
| VFC | V F CORP | $25.52万 | 0.00% | 15,023 | -54 | -0.4% | -$917 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $25.48万 | 0.00% | 10,434 | 150 | 1.5% | $3,663 | 加仓 |
| DWAS | INVESCO EXCH TRADED FD TR II | $25.40万 | 0.00% | 2,579 | 0 | 0.0% | — | 不变 |
| ROUS | LATTICE STRATEGIES TR | $25.35万 | 0.00% | 4,294 | 1 | 0.0% | $59 | 加仓 |