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 |
|---|---|---|---|---|---|---|---|---|
| — | CHART INDS INC | $16.81万 | 0.00% | 813 | 118 | 17.0% | $2.44万 | 加仓 |
| — | PUTNAM ETF TRUST | $16.73万 | 0.00% | 21,444 | 2,500 | 13.2% | $1.95万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $16.72万 | 0.00% | 2,080 | 663 | 46.8% | $5.33万 | 加仓 |
| — | PGIM ROCK ETF TR | $16.71万 | 0.00% | 5,569 | 1,871 | 50.6% | $5.61万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $16.71万 | 0.00% | 1,255 | -778 | -38.3% | -$10.36万 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $16.70万 | 0.00% | 6,320 | 653 | 11.5% | $1.73万 | 加仓 |
| ALC | ALCON AG | $16.70万 | 0.00% | 2,216 | -209 | -8.6% | -$1.57万 | 减仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $16.65万 | 0.00% | 2,576 | -2,217 | -46.3% | -$14.33万 | 减仓 |
| — | SELECT SECTOR SPDR TR | $16.58万 | 0.00% | 6,940 | -197 | -2.8% | -$4,707 | 减仓 |
| — | HARBOR ETF TRUST | $16.58万 | 0.00% | 3,827 | 325 | 9.3% | $1.41万 | 加仓 |
| QLTA | ISHARES TR | $16.58万 | 0.00% | 3,483 | 2,251 | 182.7% | $10.71万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $16.50万 | 0.00% | 3,639 | -290 | -7.4% | -$1.31万 | 减仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $16.46万 | 0.00% | 5,863 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $16.46万 | 0.00% | 379 | -10 | -2.6% | -$4,343 | 减仓 |
| UFOX | ETF SER SOLUTIONS | $16.44万 | 0.00% | 2,412 | 69 | 2.9% | $4,704 | 加仓 |
| MAGS | LISTED FDS TR | $16.43万 | 0.00% | 2,836 | 1,156 | 68.8% | $6.70万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $16.40万 | 0.00% | 7,229 | 675 | 10.3% | $1.53万 | 加仓 |
| MTN | VAIL RESORTS INC | $16.37万 | 0.00% | 1,276 | 249 | 24.2% | $3.20万 | 加仓 |
| BIIB | BIOGEN INC | $16.35万 | 0.00% | 892 | -53 | -5.6% | -$9,717 | 减仓 |
| — | SARATOGA INVT CORP | $16.35万 | 0.00% | 7,477 | 2,265 | 43.5% | $4.95万 | 加仓 |
| IVLU | ISHARES TR | $16.35万 | 0.00% | 4,121 | 1,024 | 33.1% | $4.06万 | 加仓 |
| PDX | PIMCO DYNAMIC INCOME STRATEG | $16.32万 | 0.00% | 7,397 | 550 | 8.0% | $1.21万 | 加仓 |
| HWKN | HAWKINS INC | $16.30万 | 0.00% | 1,061 | 504 | 90.5% | $7.74万 | 加仓 |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $16.29万 | 0.00% | 15,695 | 6,511 | 70.9% | $6.76万 | 加仓 |
| BANF | BANCFIRST CORP | $16.26万 | 0.00% | 1,499 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $16.25万 | 0.00% | 664 | -1,840 | -73.5% | -$45.04万 | 减仓 |
| OPRA | OPERA LTD | $16.23万 | 0.00% | 11,379 | 11,279 | 11,279.0% | $16.08万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $16.18万 | 0.00% | 6,869 | -4,168 | -37.8% | -$9.82万 | 减仓 |
| RING | ISHARES INC | $16.17万 | 0.00% | 2,048 | -26,470 | -92.8% | -$209.03万 | 减仓 |
| — | WESTERN ASSET MUN HIGH INCOM | $16.11万 | 0.00% | 23,219 | 5,493 | 31.0% | $3.81万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $16.10万 | 0.00% | 657 | -6 | -0.9% | -$1,470 | 减仓 |
| BMAR | INNOVATOR ETFS TRUST | $16.07万 | 0.00% | 3,062 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $16.01万 | 0.00% | 307 | 112 | 57.4% | $5.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $15.95万 | 0.00% | 2,243 | -44 | -1.9% | -$3,129 | 减仓 |
| CPAY | CORPAY INC | $15.95万 | 0.00% | 548 | 7 | 1.3% | $2,037 | 加仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $15.94万 | 0.00% | 17,306 | 0 | 0.0% | — | 不变 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $15.91万 | 0.00% | 7,727 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $15.78万 | 0.00% | 1,458 | 316 | 27.7% | $3.42万 | 加仓 |
| BOX | BOX INC | $15.75万 | 0.00% | 6,662 | -3,758 | -36.1% | -$8.88万 | 减仓 |
| ICLR | ICON PLC | $15.75万 | 0.00% | 1,423 | 915 | 180.1% | $10.13万 | 加仓 |
| SOLV | SOLVENTUM CORP | $15.74万 | 0.00% | 2,410 | -898 | -27.1% | -$5.86万 | 减仓 |
| CIFR | CIPHER DIGITAL INC | $15.59万 | 0.00% | 12,117 | 1,481 | 13.9% | $1.91万 | 加仓 |
| QINT | AMERICAN CENTY ETF TR | $15.59万 | 0.00% | 2,382 | 2,382 | — | $15.59万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $15.55万 | 0.00% | 3,904 | 0 | 0.0% | — | 不变 |
| WIW | WESTERN AST INFL LKD OPP & I | $15.49万 | 0.00% | 18,305 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $15.43万 | 0.00% | 860 | 86 | 11.1% | $1.54万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $15.43万 | 0.00% | 2,047 | -122 | -5.6% | -$9,198 | 减仓 |
| ICF | ISHARES TR | $15.39万 | 0.00% | 2,486 | -1,396 | -36.0% | -$8.64万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $15.38万 | 0.00% | 6,644 | 2,324 | 53.8% | $5.38万 | 加仓 |
| BAPR | INNOVATOR ETFS TRUST | $15.34万 | 0.00% | 3,132 | 1,487 | 90.4% | $7.28万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $15.32万 | 0.00% | 8,205 | 4,682 | 132.9% | $8.74万 | 加仓 |
| PPH | VANECK ETF TRUST | $15.30万 | 0.00% | 1,473 | 0 | 0.0% | — | 不变 |
| OIH | VANECK ETF TRUST | $15.20万 | 0.00% | 376 | -83 | -18.1% | -$3.35万 | 减仓 |
| CXT | CRANE NXT CO | $15.13万 | 0.00% | 3,729 | -203 | -5.2% | -$8,239 | 减仓 |
| BF/B | BROWN FORMAN CORP | $15.10万 | 0.00% | 5,710 | -23,499 | -80.5% | -$62.13万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $15.09万 | 0.00% | 3,378 | 516 | 18.0% | $2.30万 | 加仓 |
| FNB | F N B CORP | $15.07万 | 0.00% | 9,015 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO | $15.07万 | 0.00% | 143 | 1 | 0.7% | $1,054 | 加仓 |
| — | EA SERIES TRUST | $15.06万 | 0.00% | 3,815 | -578 | -13.2% | -$2.28万 | 减仓 |
| NCNO | NCINO INC | $15.04万 | 0.00% | 10,041 | 4,083 | 68.5% | $6.12万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $15.01万 | 0.00% | 7,835 | 4,905 | 167.4% | $9.40万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $15.00万 | 0.00% | 253 | 85 | 50.6% | $5.04万 | 加仓 |
| BCE | BCE INC | $14.97万 | 0.00% | 5,931 | 110 | 1.9% | $2,776 | 加仓 |
| LAND | GLADSTONE LD CORP | $14.95万 | 0.00% | 14,654 | 0 | 0.0% | — | 不变 |
| EWJV | ISHARES TR | $14.93万 | 0.00% | 3,500 | 0 | 0.0% | — | 不变 |
| SPH | SUBURBAN PROPANE PARTNERS L | $14.90万 | 0.00% | 7,569 | 394 | 5.5% | $7,758 | 加仓 |
| BCS | BARCLAYS PLC | $14.85万 | 0.00% | 7,018 | -7,234 | -50.8% | -$15.31万 | 减仓 |
| LECO | LINCOLN ELEC HLDGS INC | $14.70万 | 0.00% | 590 | 137 | 30.2% | $3.41万 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $14.67万 | 0.00% | 16,017 | -72 | -0.4% | -$660 | 减仓 |
| ICUI | ICU MED INC | $14.63万 | 0.00% | 1,133 | 1,100 | 3,333.3% | $14.21万 | 加仓 |
| ARKF | ARK ETF TR | $14.62万 | 0.00% | 3,847 | -576 | -13.0% | -$2.19万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $14.61万 | 0.00% | 583 | 13 | 2.3% | $3,258 | 加仓 |
| DGICA | DONEGAL GROUP INC | $14.60万 | 0.00% | 8,500 | 8,500 | — | $14.60万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $14.60万 | 0.00% | 1,593 | -630 | -28.3% | -$5.77万 | 减仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $14.60万 | 0.00% | 3,163 | 18 | 0.6% | $831 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $14.55万 | 0.00% | 8,705 | 1,509 | 21.0% | $2.52万 | 加仓 |
| TDVI | FIRST TR EXCHANGE-TRADED FD | $14.52万 | 0.00% | 5,468 | 5,468 | — | $14.52万 | 新建仓 |
| — | GABELLI UTIL TR | $14.52万 | 0.00% | 24,000 | -48,030 | -66.7% | -$29.06万 | 减仓 |
| BOCT | INNOVATOR ETFS TRUST | $14.49万 | 0.00% | 3,019 | 219 | 7.8% | $1.05万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $14.34万 | 0.00% | 6,175 | 177 | 3.0% | $4,110 | 加仓 |
| JOBY | JOBY AVIATION INC | $14.27万 | 0.00% | 17,279 | -1,430 | -7.6% | -$1.18万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $14.23万 | 0.00% | 2,641 | -93 | -3.4% | -$5,011 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $14.22万 | 0.00% | 1,986 | -5,266 | -72.6% | -$37.71万 | 减仓 |
| H | HYATT HOTELS CORP | $14.18万 | 0.00% | 986 | 527 | 114.8% | $7.58万 | 加仓 |
| TECK | TECK RESOURCES LTD | $14.17万 | 0.00% | 2,739 | -1,357 | -33.1% | -$7.02万 | 减仓 |
| HGTY | HAGERTY INC | $14.15万 | 0.00% | 13,434 | 407 | 3.1% | $4,286 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $14.13万 | 0.00% | 2,955 | 2,955 | — | $14.13万 | 新建仓 |
| EG | EVEREST GROUP LTD | $14.12万 | 0.00% | 432 | 22 | 5.4% | $7,191 | 加仓 |
| DNL | WISDOMTREE TR | $14.03万 | 0.00% | 3,475 | 0 | 0.0% | — | 不变 |
| ECPG | ENCORE CAP GROUP INC | $14.02万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| LYFT | LYFT INC | $13.98万 | 0.00% | 10,514 | -7,766 | -42.5% | -$10.33万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $13.94万 | 0.00% | 846 | -2,486 | -74.6% | -$40.97万 | 减仓 |
| REAL | THE REALREAL INC | $13.94万 | 0.00% | 15,353 | -2,512 | -14.1% | -$2.28万 | 减仓 |
| QS | QUANTUMSCAPE CORP | $13.93万 | 0.00% | 21,840 | 280 | 1.3% | $1,786 | 加仓 |
| CCK | CROWN HLDGS INC | $13.92万 | 0.00% | 1,389 | 53 | 4.0% | $5,313 | 加仓 |
| — | THEMES ETF TR | $13.90万 | 0.00% | 3,200 | 3,200 | — | $13.90万 | 新建仓 |
| SDRL | SEADRILL LTD | $13.89万 | 0.00% | 3,052 | 2,336 | 326.3% | $10.63万 | 加仓 |
| GFI | GOLD FIELDS LTD | $13.85万 | 0.00% | 3,050 | 3,050 | — | $13.85万 | 新建仓 |
| FELV | FIDELITY COVINGTON TRUST | $13.85万 | 0.00% | 3,966 | 382 | 10.7% | $1.33万 | 加仓 |
| KBH | KB HOME | $13.84万 | 0.00% | 2,675 | 0 | 0.0% | — | 不变 |