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 |
|---|---|---|---|---|---|---|---|---|
| INSM | INSMED INC | $11.46万 | 0.00% | 701 | -8 | -1.1% | -$1,308 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $11.46万 | 0.00% | 1,744 | 209 | 13.6% | $1.37万 | 加仓 |
| NUSC | NUSHARES ETF TR | $11.46万 | 0.00% | 2,542 | 225 | 9.7% | $1.01万 | 加仓 |
| — | EVA LIVE INC | $11.45万 | 0.00% | 30,530 | 30,530 | — | $11.45万 | 新建仓 |
| MKSI | MKS INC. | $11.44万 | 0.00% | 498 | 285 | 133.8% | $6.55万 | 加仓 |
| IBTJ | ISHARES TR | $11.43万 | 0.00% | 5,230 | 8 | 0.2% | $175 | 加仓 |
| — | OSISKO DEVELOPMENT CORP | $11.42万 | 0.00% | 35,150 | -12,900 | -26.8% | -$4.19万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $11.41万 | 0.00% | 2,772 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $11.40万 | 0.00% | 3,172 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.26万 | 0.00% | 10,100 | -124,433 | -92.5% | -$138.74万 | 减仓 |
| IHE | ISHARES TR | $11.26万 | 0.00% | 1,299 | 588 | 82.7% | $5.10万 | 加仓 |
| JMIA | JUMIA TECHNOLOGIES AG | $11.19万 | 0.00% | 16,221 | -3,000 | -15.6% | -$2.07万 | 减仓 |
| IDA | IDACORP INC | $11.18万 | 0.00% | 782 | 408 | 109.1% | $5.83万 | 加仓 |
| UDR | UDR INC | $11.17万 | 0.00% | 3,308 | 13 | 0.4% | $439 | 加仓 |
| PTMC | PACER FDS TR | $11.15万 | 0.00% | 3,049 | 1 | 0.0% | $37 | 加仓 |
| FLDR | FIDELITY MERRIMACK STR TR | $11.14万 | 0.00% | 2,225 | -2,225 | -50.0% | -$11.14万 | 减仓 |
| VSAT | VIASAT INC | $11.12万 | 0.00% | 2,428 | 1,068 | 78.5% | $4.89万 | 加仓 |
| NBH | NEUBERGER MUN FD INC | $11.08万 | 0.00% | 10,913 | -950 | -8.0% | -$9,643 | 减仓 |
| — | BANK MONTREAL MEDIUM | $11.08万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS CO | $11.04万 | 0.00% | 5,011 | 4,888 | 3,974.0% | $10.77万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $11.00万 | 0.00% | 1,628 | 188 | 13.1% | $1.27万 | 加仓 |
| — | DATA I O CORP | $11.00万 | 0.00% | 43,472 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC | $10.98万 | 0.00% | 1,898 | 0 | 0.0% | — | 不变 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $10.96万 | 0.00% | 7,648 | 34 | 0.4% | $487 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $10.92万 | 0.00% | 21,710 | 4,002 | 22.6% | $2.01万 | 加仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $10.92万 | 0.00% | 3,456 | -15 | -0.4% | -$474 | 减仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $10.91万 | 0.00% | 2,266 | 0 | 0.0% | — | 不变 |
| EWT | ISHARES INC | $10.86万 | 0.00% | 1,531 | -130 | -7.8% | -$9,222 | 减仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $10.84万 | 0.00% | 20,747 | 20,747 | — | $10.84万 | 新建仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $10.84万 | 0.00% | 6,386 | 70 | 1.1% | $1,188 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $10.82万 | 0.00% | 391 | 172 | 78.5% | $4.76万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $10.82万 | 0.00% | 1,473 | 1,296 | 732.2% | $9.52万 | 加仓 |
| SON | SONOCO PRODS CO | $10.81万 | 0.00% | 1,999 | 0 | 0.0% | — | 不变 |
| PALC | PACER FDS TR | $10.78万 | 0.00% | 2,081 | 0 | 0.0% | — | 不变 |
| MPT | MEDICAL PROPERTIES TRUST INC | $10.76万 | 0.00% | 23,235 | 109 | 0.5% | $505 | 加仓 |
| XRAY | DENTSPLY SIRONA INC | $10.75万 | 0.00% | 9,269 | 6,950 | 299.7% | $8.06万 | 加仓 |
| EDV | VANGUARD WORLD FD | $10.73万 | 0.00% | 1,652 | 0 | 0.0% | — | 不变 |
| PFS | PROVIDENT FINL SVCS INC | $10.72万 | 0.00% | 5,067 | 0 | 0.0% | — | 不变 |
| — | VENTAS RLTY LTD PARTNERSHIP | $10.71万 | 0.00% | 72,000 | 15,000 | 26.3% | $2.23万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $10.64万 | 0.00% | 1,125 | 25 | 2.3% | $2,365 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $10.63万 | 0.00% | 4,604 | 72 | 1.6% | $1,662 | 加仓 |
| OSIS | OSI SYSTEMS INC | $10.62万 | 0.00% | 400 | -173 | -30.2% | -$4.59万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $10.61万 | 0.00% | 1,830 | 0 | 0.0% | — | 不变 |
| HYFI | AB ACTIVE ETFS INC | $10.59万 | 0.00% | 2,848 | -93 | -3.2% | -$3,459 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $10.58万 | 0.00% | 4,249 | 2,312 | 119.4% | $5.76万 | 加仓 |
| BTU | PEABODY ENGR CORP | $10.58万 | 0.00% | 3,210 | 3,137 | 4,297.3% | $10.33万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $10.57万 | 0.00% | 3,925 | 2,170 | 123.6% | $5.84万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.55万 | 0.00% | 3,241 | 750 | 30.1% | $2.44万 | 加仓 |
| ONDS | ONDAS INC | $10.54万 | 0.00% | 11,663 | 7,265 | 165.2% | $6.57万 | 加仓 |
| MXI | ISHARES TR | $10.46万 | 0.00% | 985 | 0 | 0.0% | — | 不变 |
| — | NUVEEN N Y MUN VALUE FD | $10.46万 | 0.00% | 12,526 | -100 | -0.8% | -$835 | 减仓 |
| CSHI | NEOS ETF TRUST | $10.45万 | 0.00% | 2,100 | 175 | 9.1% | $8,712 | 加仓 |
| — | DOMINARI HOLDINGS INC | $10.43万 | 0.00% | 32,103 | 32,098 | 641,960.0% | $10.43万 | 加仓 |
| TWLO | TWILIO INC | $10.41万 | 0.00% | 827 | -504 | -37.9% | -$6.34万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $10.38万 | 0.00% | 2,906 | -1 | -0.0% | -$36 | 减仓 |
| — | ISHARES TR | $10.37万 | 0.00% | 2,168 | 0 | 0.0% | — | 不变 |
| MMT | MFS MULTIMARKET INCOME TR | $10.21万 | 0.00% | 22,103 | 1,083 | 5.2% | $5,003 | 加仓 |
| FTV | FORTIVE CORP | $10.21万 | 0.00% | 1,847 | 24 | 1.3% | $1,327 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.14万 | 0.00% | 4,320 | 110 | 2.6% | $2,583 | 加仓 |
| — | MFS ACTIVE EXCHANGE TRADED F | $10.14万 | 0.00% | 4,081 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO EXCHANGE TRADED FD T | $10.14万 | 0.00% | 1,455 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $10.13万 | 0.00% | 3,363 | 0 | 0.0% | — | 不变 |
| BKE | BUCKLE INC | $10.07万 | 0.00% | 2,000 | -2,330 | -53.8% | -$11.73万 | 减仓 |
| ESTC | ELASTIC N V | $10.04万 | 0.00% | 2,009 | -12 | -0.6% | -$600 | 减仓 |
| ARDX | ARDELYX INC | $10.03万 | 0.00% | 16,737 | 2,716 | 19.4% | $1.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $10.01万 | 0.00% | 3,477 | 0 | 0.0% | — | 不变 |
| — | BANK AMERICA CORP | $10.01万 | 0.00% | 84 | 24 | 40.0% | $2.86万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $10.01万 | 0.00% | 669 | 157 | 30.7% | $2.35万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $10.00万 | 0.00% | 2,695 | -304 | -10.1% | -$1.13万 | 减仓 |
| BJUN | INNOVATOR ETFS TRUST | $10.00万 | 0.00% | 2,162 | 0 | 0.0% | — | 不变 |
| MRX | MAREX GROUP PLC | $10.00万 | 0.00% | 2,243 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $10.00万 | 0.00% | 1,360 | -654 | -32.5% | -$4.81万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $9.99万 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.96万 | 0.00% | 3,049 | 0 | 0.0% | — | 不变 |
| AAL | AMERICAN AIRLINES GROUP INC | $9.95万 | 0.00% | 9,269 | 1,170 | 14.4% | $1.26万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $9.94万 | 0.00% | 725 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $9.89万 | 0.00% | 3,139 | -15,217 | -82.9% | -$47.95万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $9.88万 | 0.00% | 935 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $9.88万 | 0.00% | 12,446 | 10,093 | 428.9% | $8.01万 | 加仓 |
| — | FIDELITY ETHEREUM FD | $9.86万 | 0.00% | 4,721 | 64 | 1.4% | $1,336 | 加仓 |
| SECT | NORTHERN LTS FD TR IV | $9.83万 | 0.00% | 1,627 | 0 | 0.0% | — | 不变 |
| VAL | VALARIS LTD | $9.80万 | 0.00% | 1,000 | 1,000 | — | $9.80万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $9.79万 | 0.00% | 4,162 | 1,605 | 62.8% | $3.78万 | 加仓 |
| — | ISHARES TR | $9.79万 | 0.00% | 1,476 | 0 | 0.0% | — | 不变 |
| STK | COLUMBIA SELIGM PREM TECH GR | $9.76万 | 0.00% | 2,574 | 112 | 4.5% | $4,248 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $9.68万 | 0.00% | 3,678 | 0 | 0.0% | — | 不变 |
| ENPH | ENPHASE ENERGY INC | $9.63万 | 0.00% | 2,546 | -1,104 | -30.2% | -$4.17万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $9.63万 | 0.00% | 6,708 | 3,941 | 142.4% | $5.66万 | 加仓 |
| RIOT | RIOT PLATFORMS INC | $9.59万 | 0.00% | 7,759 | 2,540 | 48.7% | $3.14万 | 加仓 |
| DTCR | GLOBAL X FDS | $9.57万 | 0.00% | 3,995 | 2,179 | 120.0% | $5.22万 | 加仓 |
| BCAT | BLACKROCK CAP ALLOCATION TER | $9.57万 | 0.00% | 6,771 | -23 | -0.3% | -$325 | 减仓 |
| — | BLACKROCK FLOATING RATE INCO | $9.52万 | 0.00% | 8,643 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $9.51万 | 0.00% | 2,741 | -1,292 | -32.0% | -$4.48万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $9.49万 | 0.00% | 1,186 | -1,607 | -57.5% | -$12.86万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $9.49万 | 0.00% | 1,468 | 1,215 | 480.2% | $7.85万 | 加仓 |
| — | NUVEEN NY DIVI ADV | $9.48万 | 0.00% | 8,500 | -1,500 | -15.0% | -$1.67万 | 减仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $9.48万 | 0.00% | 8,824 | -1,088 | -11.0% | -$1.17万 | 减仓 |
| DSTL | ETF SER SOLUTIONS | $9.47万 | 0.00% | 1,637 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $9.45万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| BGIG | ETF SER SOLUTIONS | $9.44万 | 0.00% | 2,839 | 2,839 | — | $9.44万 | 新建仓 |