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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $3,718.28万 | 0.19% | 74,416 | -5,991 | -7.5% | -$299.35万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,703.13万 | 0.19% | 88,859 | 20,811 | 30.6% | $867.28万 | 加仓 |
| MRK | MERCK & CO INC | $3,673.63万 | 0.19% | 305,398 | 5,456 | 1.8% | $65.63万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $3,607.89万 | 0.18% | 649,835 | 37,196 | 6.1% | $206.51万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,594.32万 | 0.18% | 106,356 | 17,918 | 20.3% | $605.54万 | 加仓 |
| CRM | SALESFORCE INC | $3,573.73万 | 0.18% | 191,446 | 37,656 | 24.5% | $702.93万 | 加仓 |
| ORCL | ORACLE CORP | $3,551.74万 | 0.18% | 241,434 | -11,477 | -4.5% | -$168.84万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,465.50万 | 0.18% | 641,165 | 46,586 | 7.8% | $251.80万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,442.24万 | 0.18% | 56,955 | -656 | -1.1% | -$39.65万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $3,391.26万 | 0.17% | 142,718 | 2,663 | 1.9% | $63.28万 | 加仓 |
| KO | COCA COLA CO | $3,322.02万 | 0.17% | 436,821 | 2,118 | 0.5% | $16.11万 | 加仓 |
| T | AT&T INC | $3,310.76万 | 0.17% | 1,142,035 | 26,744 | 2.4% | $77.53万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,290.41万 | 0.17% | 108,780 | 16,302 | 17.6% | $493.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $3,205.42万 | 0.16% | 132,242 | -18,537 | -12.3% | -$449.32万 | 减仓 |
| SDY | SPDR SERIES TRUST | $3,155.32万 | 0.16% | 216,208 | -3,892 | -1.8% | -$56.80万 | 减仓 |
| HMOP | HARTFORD FDS EXCHANGE TRADED | $3,149.39万 | 0.16% | 812,954 | 42,893 | 5.6% | $166.17万 | 加仓 |
| DDWM | WISDOMTREE TR | $3,090.96万 | 0.16% | 700,739 | 59,233 | 9.2% | $261.28万 | 加仓 |
| IJK | ISHARES TR | $3,081.85万 | 0.16% | 306,286 | 6,597 | 2.2% | $66.38万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $3,070.89万 | 0.16% | 513,699 | 30,314 | 6.3% | $181.22万 | 加仓 |
| OEF | ISHARES TR | $3,059.44万 | 0.16% | 96,188 | -54,091 | -36.0% | -$1,720.47万 | 减仓 |
| UNP | UNION PAC CORP | $2,971.35万 | 0.15% | 122,470 | 24,094 | 24.5% | $584.57万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $2,929.85万 | 0.15% | 116,922 | 642 | 0.6% | $16.09万 | 加仓 |
| FSLR | FIRST SOLAR INC | $2,926.59万 | 0.15% | 148,362 | 106 | 0.1% | $2.09万 | 加仓 |
| GE | GE AEROSPACE | $2,915.81万 | 0.15% | 102,753 | 5,305 | 5.4% | $150.54万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $2,880.04万 | 0.15% | 62,178 | 7,233 | 13.2% | $335.03万 | 加仓 |
| TLH | ISHARES TR | $2,876.45万 | 0.15% | 285,588 | -22,449 | -7.3% | -$226.11万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $2,829.48万 | 0.14% | 193,429 | -115,175 | -37.3% | -$1,684.78万 | 减仓 |
| TBIL | RBB FD INC | $2,789.65万 | 0.14% | 559,497 | 224,969 | 67.2% | $1,121.70万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $2,750.70万 | 0.14% | 613,311 | 27,255 | 4.7% | $122.24万 | 加仓 |
| ALL | ALLSTATE CORP | $2,732.12万 | 0.14% | 131,770 | 26,339 | 25.0% | $546.11万 | 加仓 |
| AMGN | AMGEN INC | $2,705.91万 | 0.14% | 76,905 | -4,700 | -5.8% | -$165.37万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $2,675.18万 | 0.14% | 88,509 | 2,528 | 2.9% | $76.41万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $2,671.02万 | 0.14% | 91,949 | 11,678 | 14.5% | $339.23万 | 加仓 |
| BAC | BANK AMERICA CORP | $2,670.12万 | 0.14% | 547,716 | -217,341 | -28.4% | -$1,059.54万 | 减仓 |
| MUB | ISHARES TR | $2,640.88万 | 0.13% | 248,787 | 16,373 | 7.0% | $173.80万 | 加仓 |
| LIT | GLOBAL X FDS | $2,624.94万 | 0.13% | 353,053 | 15,693 | 4.7% | $116.68万 | 加仓 |
| SDVD | FIRST TR EXCH TRADED FD III | $2,623.19万 | 0.13% | 1,208,843 | 229,534 | 23.4% | $498.09万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $2,611.35万 | 0.13% | 199,431 | 5,444 | 2.8% | $71.28万 | 加仓 |
| PAAA | PGIM ETF TR | $2,599.36万 | 0.13% | 507,886 | 29,601 | 6.2% | $151.50万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2,596.64万 | 0.13% | 95,962 | -8,185 | -7.9% | -$221.48万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,588.87万 | 0.13% | 197,699 | 58,249 | 41.8% | $762.77万 | 加仓 |
| PSX | PHILLIPS 66 | $2,544.07万 | 0.13% | 139,646 | 30,562 | 28.0% | $556.78万 | 加仓 |
| CME | CME GROUP INC | $2,531.27万 | 0.13% | 85,704 | 26,536 | 44.8% | $783.74万 | 加仓 |
| PEP | PEPSICO INC | $2,484.46万 | 0.13% | 159,989 | 3,467 | 2.2% | $53.84万 | 加仓 |
| VB | VANGUARD INDEX FDS | $2,472.22万 | 0.13% | 94,388 | -4,361 | -4.4% | -$114.22万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $2,462.30万 | 0.13% | 148,924 | 11,433 | 8.3% | $189.03万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,445.40万 | 0.12% | 238,180 | 52,007 | 27.9% | $533.96万 | 加仓 |
| IWP | ISHARES TR | $2,444.48万 | 0.12% | 190,796 | 15,482 | 8.8% | $198.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,417.34万 | 0.12% | 257,219 | 66,014 | 34.5% | $620.40万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,411.38万 | 0.12% | 291,406 | 14,180 | 5.1% | $117.34万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $2,403.86万 | 0.12% | 518,073 | 155,553 | 42.9% | $721.77万 | 加仓 |
| SPHY | SPDR SERIES TRUST | $2,333.35万 | 0.12% | 1,000,577 | -69,723 | -6.5% | -$162.59万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,305.35万 | 0.12% | 82,555 | 26,563 | 47.4% | $741.77万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $2,300.76万 | 0.12% | 271,989 | -94,428 | -25.8% | -$798.77万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $2,238.32万 | 0.11% | 285,464 | 14,027 | 5.2% | $109.99万 | 加仓 |
| EFA | ISHARES TR | $2,232.46万 | 0.11% | 229,843 | 5,082 | 2.3% | $49.36万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,211.15万 | 0.11% | 57,672 | 3,410 | 6.3% | $130.74万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $2,205.17万 | 0.11% | 168,231 | 40,825 | 32.0% | $535.13万 | 加仓 |
| APA | APA CORPORATION | $2,191.46万 | 0.11% | 516,366 | 500,360 | 3,126.1% | $2,123.53万 | 加仓 |
| WFC | WELLS FARGO & CO | $2,189.90万 | 0.11% | 275,079 | 18,169 | 7.1% | $144.64万 | 加仓 |
| BKDV | BNY MELLON ETF TRUST II | $2,184.81万 | 0.11% | 736,618 | 25,126 | 3.5% | $74.52万 | 加仓 |
| ETR | ENTERGY CORP NEW | $2,182.78万 | 0.11% | 194,266 | 42,000 | 27.6% | $471.91万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2,178.99万 | 0.11% | 64,498 | -2,757 | -4.1% | -$93.14万 | 减仓 |
| APH | AMPHENOL CORP | $2,143.01万 | 0.11% | 169,609 | 23,369 | 16.0% | $295.27万 | 加仓 |
| IVE | ISHARES TR | $2,138.76万 | 0.11% | 101,291 | -45,154 | -30.8% | -$953.43万 | 减仓 |
| NRG | NRG ENERGY INC | $2,138.70万 | 0.11% | 146,346 | 82,973 | 130.9% | $1,212.57万 | 加仓 |
| BLK | BLACKROCK INC | $2,133.08万 | 0.11% | 22,180 | 1,642 | 8.0% | $157.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,117.03万 | 0.11% | 244,319 | -8,840 | -3.5% | -$76.60万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2,101.34万 | 0.11% | 285,353 | 10,682 | 3.9% | $78.66万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $2,097.59万 | 0.11% | 457,091 | 99,799 | 27.9% | $457.98万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $2,082.86万 | 0.11% | 713,797 | 15,355 | 2.2% | $44.81万 | 加仓 |
| MOAT | VANECK ETF TRUST | $2,067.02万 | 0.11% | 213,756 | 2,564 | 1.2% | $24.79万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $2,056.42万 | 0.10% | 521,538 | 20,592 | 4.1% | $81.19万 | 加仓 |
| LIN | LINDE PLC | $2,043.00万 | 0.10% | 41,209 | 3,582 | 9.5% | $177.58万 | 加仓 |
| BA | BOEING CO | $2,040.81万 | 0.10% | 102,538 | 4,846 | 5.0% | $96.45万 | 加仓 |
| CMF | ISHARES TR | $2,040.08万 | 0.10% | 358,790 | -2,543 | -0.7% | -$14.46万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $2,025.86万 | 0.10% | 97,373 | 278 | 0.3% | $5.78万 | 加仓 |
| SNDK | SANDISK CORP | $2,020.25万 | 0.10% | 31,798 | 30,589 | 2,530.1% | $1,943.44万 | 加仓 |
| COP | CONOCOPHILLIPS | $2,018.98万 | 0.10% | 152,953 | 6,802 | 4.7% | $89.79万 | 加仓 |
| CRWV | COREWEAVE INC | $1,960.35万 | 0.10% | 253,046 | 93,584 | 58.7% | $725.00万 | 加仓 |
| ESGD | ISHARES TR | $1,950.67万 | 0.10% | 204,003 | 10,723 | 5.5% | $102.53万 | 加仓 |
| IWM | ISHARES TR | $1,940.90万 | 0.10% | 78,262 | 15,983 | 25.7% | $396.38万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,933.00万 | 0.10% | 56,005 | 17,678 | 46.1% | $610.15万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1,911.45万 | 0.10% | 44,940 | 9,094 | 25.4% | $386.80万 | 加仓 |
| EOG | EOG RES INC | $1,892.51万 | 0.10% | 130,906 | 106,668 | 440.1% | $1,542.10万 | 加仓 |
| ASML | ASML HLDG NV | $1,883.60万 | 0.10% | 14,261 | -312 | -2.1% | -$41.21万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,882.84万 | 0.10% | 258,703 | 118,989 | 85.2% | $866.00万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,878.82万 | 0.10% | 153,023 | 13,801 | 9.9% | $169.45万 | 加仓 |
| CMI | CUMMINS INC | $1,862.49万 | 0.09% | 34,617 | 599 | 1.8% | $32.23万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,860.19万 | 0.09% | 54,198 | 4,615 | 9.3% | $158.40万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,857.25万 | 0.09% | 20,746 | 7,108 | 52.1% | $636.33万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,842.03万 | 0.09% | 4,375 | -64 | -1.4% | -$26.95万 | 减仓 |
| KLAC | KLA CORP | $1,840.39万 | 0.09% | 12,500 | 1,649 | 15.2% | $242.78万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $1,839.87万 | 0.09% | 125,494 | -127,820 | -50.5% | -$1,873.97万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $1,824.56万 | 0.09% | 170,043 | 11,161 | 7.0% | $119.76万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,818.04万 | 0.09% | 1,024,249 | 41,477 | 4.2% | $73.62万 | 加仓 |
| IGSB | ISHARES TR | $1,811.81万 | 0.09% | 344,713 | 9,935 | 3.0% | $52.22万 | 加仓 |
| LOW | LOWES COS INC | $1,796.98万 | 0.09% | 76,053 | -1,157 | -1.5% | -$27.34万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $1,776.49万 | 0.09% | 90,619 | 26,462 | 41.2% | $518.76万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,773.51万 | 0.09% | 83,006 | 1,653 | 2.0% | $35.32万 | 加仓 |