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 |
|---|---|---|---|---|---|---|---|---|
| SLYV | SPDR SERIES TRUST | $13.82万 | 0.00% | 1,461 | -1,181 | -44.7% | -$11.17万 | 减仓 |
| ARKX | ARK ETF TR | $13.81万 | 0.00% | 4,707 | 1,042 | 28.4% | $3.06万 | 加仓 |
| — | NEXTERA ENERGY INC | $13.78万 | 0.00% | 2,462 | 1,151 | 87.8% | $6.44万 | 加仓 |
| DAPP | VANECK ETF TRUST | $13.74万 | 0.00% | 9,208 | -1,200 | -11.5% | -$1.79万 | 减仓 |
| RPV | INVESCO EXCHANGE TRADED FD T | $13.69万 | 0.00% | 1,275 | 1 | 0.1% | $107 | 加仓 |
| PRDO | PERDOCEO ED CORP | $13.69万 | 0.00% | 3,679 | -394 | -9.7% | -$1.47万 | 减仓 |
| AIA | ISHARES TR | $13.68万 | 0.00% | 1,289 | 199 | 18.3% | $2.11万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $13.64万 | 0.00% | 3,917 | 3,917 | — | $13.64万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $13.58万 | 0.00% | 7,315 | 5,006 | 216.8% | $9.29万 | 加仓 |
| — | INVESCO QUALITY MUN INCOME T | $13.52万 | 0.00% | 14,058 | 114 | 0.8% | $1,097 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $13.41万 | 0.00% | 2,049 | -1,119 | -35.3% | -$7.32万 | 减仓 |
| BFEB | INNOVATOR ETFS TRUST | $13.39万 | 0.00% | 2,806 | 1,691 | 151.7% | $8.07万 | 加仓 |
| LMAT | LEMAITRE VASCULAR INC | $13.37万 | 0.00% | 1,225 | -4 | -0.3% | -$437 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $13.32万 | 0.00% | 389 | -123 | -24.0% | -$4.21万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.31万 | 0.00% | 5,747 | -1,494 | -20.6% | -$3.46万 | 减仓 |
| SE | SEA LTD | $13.24万 | 0.00% | 1,599 | 583 | 57.4% | $4.83万 | 加仓 |
| UNM | UNUM GROUP | $13.24万 | 0.00% | 1,813 | 301 | 19.9% | $2.20万 | 加仓 |
| PFLD | ETF SER SOLUTIONS | $13.23万 | 0.00% | 6,834 | -1,479 | -17.8% | -$2.86万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $13.22万 | 0.00% | 3,948 | 0 | 0.0% | — | 不变 |
| HDB | HDFC BANK LTD | $13.20万 | 0.00% | 5,304 | -223 | -4.0% | -$5,548 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $13.18万 | 0.00% | 4,809 | 322 | 7.2% | $8,822 | 加仓 |
| TCAL | T ROWE PRICE ETF INC | $13.17万 | 0.00% | 5,895 | -23,299 | -79.8% | -$52.07万 | 减仓 |
| MGA | MAGNA INTL INC | $13.17万 | 0.00% | 2,359 | -228 | -8.8% | -$1.27万 | 减仓 |
| PTC | PTC INC | $13.15万 | 0.00% | 923 | -331 | -26.4% | -$4.72万 | 减仓 |
| ELF | E L F BEAUTY INC | $13.12万 | 0.00% | 2,164 | 188 | 9.5% | $1.14万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $13.11万 | 0.00% | 7,892 | 7,151 | 965.0% | $11.88万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $13.10万 | 0.00% | 3,393 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $13.06万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | WORKSPORT LTD | $13.04万 | 0.00% | 124,200 | 53,200 | 74.9% | $5.59万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $13.03万 | 0.00% | 14,000 | 14,000 | — | $13.03万 | 新建仓 |
| SENEA | SENECA FOODS CORP NEW | $13.03万 | 0.00% | 862 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $13.02万 | 0.00% | 3,368 | 0 | 0.0% | — | 不变 |
| LADR | LADDER CAP CORP | $13.01万 | 0.00% | 13,321 | -19 | -0.1% | -$186 | 减仓 |
| FXN | FIRST TR EXCHANGE-TRADED FD | $13.00万 | 0.00% | 5,789 | 4 | 0.1% | $90 | 加仓 |
| — | AMARIN CORP PLC | $12.96万 | 0.00% | 8,966 | 68 | 0.8% | $983 | 加仓 |
| NTES | NETEASE COM INC | $12.96万 | 0.00% | 1,158 | 1 | 0.1% | $112 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $12.95万 | 0.00% | 751 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $12.92万 | 0.00% | 5,875 | 1,773 | 43.2% | $3.90万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $12.91万 | 0.00% | 5,396 | -1,716 | -24.1% | -$4.11万 | 减仓 |
| ROL | ROLLINS INC | $12.90万 | 0.00% | 2,415 | 116 | 5.0% | $6,196 | 加仓 |
| SLRC | SLR INVESTMENT CORP | $12.86万 | 0.00% | 8,987 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $12.83万 | 0.00% | 5,904 | -142 | -2.3% | -$3,086 | 减仓 |
| SKE | SKEENA RES LTD NEW | $12.79万 | 0.00% | 4,304 | 4,304 | — | $12.79万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $12.78万 | 0.00% | 5,745 | 4,161 | 262.7% | $9.26万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $12.76万 | 0.00% | 639 | 510 | 395.3% | $10.18万 | 加仓 |
| LFCR | LIFECORE BIOMEDICAL INC | $12.75万 | 0.00% | 34,277 | 62 | 0.2% | $231 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $12.72万 | 0.00% | 2,673 | -380 | -12.4% | -$1.81万 | 减仓 |
| — | FRANKLIN TEMPLETON HOLDINGS | $12.71万 | 0.00% | 2,045 | -2,102 | -50.7% | -$13.07万 | 减仓 |
| WHR | WHIRLPOOL CORP | $12.69万 | 0.00% | 2,353 | -750 | -24.2% | -$4.04万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $12.62万 | 0.00% | 1,533 | -879 | -36.4% | -$7.24万 | 减仓 |
| — | PGIM ROCK ETF TR | $12.61万 | 0.00% | 4,160 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $12.59万 | 0.00% | 5,022 | -1,041 | -17.2% | -$2.61万 | 减仓 |
| HTAB | HARTFORD FDS EXCHANGE TRADED | $12.59万 | 0.00% | 6,624 | 443 | 7.2% | $8,417 | 加仓 |
| RSPU | INVESCO EXCHANGE TRADED FD T | $12.50万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $12.48万 | 0.00% | 2,671 | 105 | 4.1% | $4,908 | 加仓 |
| MHK | MOHAWK INDS INC | $12.48万 | 0.00% | 1,268 | 47 | 3.8% | $4,627 | 加仓 |
| DYN | DYNE THERAPEUTICS INC | $12.47万 | 0.00% | 6,880 | 2,000 | 41.0% | $3.63万 | 加仓 |
| — | SHIFT4 PMTS INC | $12.47万 | 0.00% | 2,325 | 2,325 | — | $12.47万 | 新建仓 |
| ICHR | ICHOR HOLDINGS | $12.37万 | 0.00% | 2,654 | 1,241 | 87.8% | $5.78万 | 加仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $12.36万 | 0.00% | 40,264 | 900 | 2.3% | $2,763 | 加仓 |
| — | NUVEEN NEW JERSEY | $12.36万 | 0.00% | 10,047 | 898 | 9.8% | $1.10万 | 加仓 |
| GVI | ISHARES TR | $12.32万 | 0.00% | 1,155 | -52 | -4.3% | -$5,547 | 减仓 |
| FALN | ISHARES TR | $12.29万 | 0.00% | 4,599 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $12.27万 | 0.00% | 2,725 | 505 | 22.7% | $2.27万 | 加仓 |
| — | ALBEMARLE CORP | $12.23万 | 0.00% | 1,702 | -22 | -1.3% | -$1,581 | 减仓 |
| — | BNY MELLON ETF TRUST II | $12.21万 | 0.00% | 4,494 | -140 | -3.0% | -$3,803 | 减仓 |
| AGCO | AGCO CORP | $12.15万 | 0.00% | 1,049 | 198 | 23.3% | $2.29万 | 加仓 |
| ING | ING GROEP N.V. | $12.14万 | 0.00% | 4,660 | 190 | 4.3% | $4,949 | 加仓 |
| DBEU | DBX ETF TR | $12.14万 | 0.00% | 2,491 | 387 | 18.4% | $1.89万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $12.13万 | 0.00% | 4,923 | 4,923 | — | $12.13万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $12.09万 | 0.00% | 55 | 5 | 10.0% | $1.10万 | 加仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $12.08万 | 0.00% | 6,024 | 1,512 | 33.5% | $3.03万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $12.04万 | 0.00% | 2,263 | -280 | -11.0% | -$1.49万 | 减仓 |
| PMMF | BLACKROCK ETF TRUST | $12.03万 | 0.00% | 1,197 | -653 | -35.3% | -$6.56万 | 减仓 |
| ACYN | FIRST TR EXCHANGE-TRADED FD | $12.03万 | 0.00% | 5,901 | 5,901 | — | $12.03万 | 新建仓 |
| — | TOPBUILD COR | $12.01万 | 0.00% | 342 | 52 | 17.9% | $1.83万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $11.98万 | 0.00% | 6,363 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $11.98万 | 0.00% | 3,203 | 0 | 0.0% | — | 不变 |
| FXI | ISHARES TR | $11.98万 | 0.00% | 3,336 | 2,365 | 243.6% | $8.49万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $11.95万 | 0.00% | 2,489 | -101 | -3.9% | -$4,848 | 减仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $11.94万 | 0.00% | 10,709 | 1,264 | 13.4% | $1.41万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $11.92万 | 0.00% | 5,096 | 2,945 | 136.9% | $6.89万 | 加仓 |
| CDE | COEUR MNG INC | $11.87万 | 0.00% | 6,324 | 6,224 | 6,224.0% | $11.68万 | 重新持有 |
| CHE | CHEMED CORP NEW | $11.86万 | 0.00% | 314 | -46 | -12.8% | -$1.74万 | 减仓 |
| — | SABA CAPITAL INCOME & OPPORT | $11.86万 | 0.00% | 14,251 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $11.84万 | 0.00% | 5,008 | 5,008 | — | $11.84万 | 新建仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $11.82万 | 0.00% | 2,035 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TR EXCHNG TRADED FD VI | $11.79万 | 0.00% | 2,681 | -25 | -0.9% | -$1,099 | 减仓 |
| BTG | B2GOLD CORP | $11.78万 | 0.00% | 26,007 | 16,219 | 165.7% | $7.35万 | 加仓 |
| KINS | KINGSTONE COS INC | $11.78万 | 0.00% | 8,085 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $11.78万 | 0.00% | 678 | 172 | 34.0% | $2.99万 | 加仓 |
| SAN | BANCO SANTANDER SA | $11.74万 | 0.00% | 10,412 | 938 | 9.9% | $1.06万 | 加仓 |
| IXG | ISHARES TR | $11.69万 | 0.00% | 1,026 | 105 | 11.4% | $1.20万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $11.67万 | 0.00% | 1,232 | -174 | -12.4% | -$1.65万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $11.64万 | 0.00% | 973 | -21 | -2.1% | -$2,512 | 减仓 |
| TOPT | ISHARES TR | $11.63万 | 0.00% | 4,065 | -54,084 | -93.0% | -$154.79万 | 减仓 |
| S | SENTINELONE INC | $11.51万 | 0.00% | 8,939 | -2,585 | -22.4% | -$3.33万 | 减仓 |
| LRGE | LEGG MASON ETF INVT | $11.51万 | 0.00% | 1,531 | -6,626 | -81.2% | -$49.83万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $11.49万 | 0.00% | 14,974 | 6,698 | 80.9% | $5.14万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $11.48万 | 0.00% | 3,395 | 1,178 | 53.1% | $3.98万 | 加仓 |