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 |
|---|---|---|---|---|---|---|---|---|
| IMO | IMPERIAL OIL LTD | $8.09万 | 0.00% | 619 | 130 | 26.6% | $1.70万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $8.09万 | 0.00% | 2,750 | 0 | 0.0% | — | 不变 |
| ESQ | ESQUIRE FINL HLDGS INC | $8.06万 | 0.00% | 750 | 60 | 8.7% | $6,450 | 加仓 |
| RLAY | RELAY THERAPEUTICS INC | $8.06万 | 0.00% | 8,100 | -800 | -9.0% | -$7,960 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $8.01万 | 0.00% | 4,286 | 747 | 21.1% | $1.40万 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $7.99万 | 0.00% | 1,514 | 69 | 4.8% | $3,640 | 加仓 |
| BUI | BLACKROCK UTILS INFRASTRUCTU | $7.98万 | 0.00% | 3,025 | 900 | 42.4% | $2.37万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $7.97万 | 0.00% | 1,740 | -4,299 | -71.2% | -$19.70万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $7.95万 | 0.00% | 1,685 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7.95万 | 0.00% | 2,200 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $7.94万 | 0.00% | 4,084 | 0 | 0.0% | — | 不变 |
| CHRD | CHORD ENERGY CORPORATION | $7.93万 | 0.00% | 558 | 203 | 57.2% | $2.89万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $7.93万 | 0.00% | 6,163 | -580 | -8.6% | -$7,465 | 减仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $7.93万 | 0.00% | 6,018 | 92 | 1.6% | $1,212 | 加仓 |
| NYF | ISHARES TR | $7.92万 | 0.00% | 1,491 | 7 | 0.5% | $372 | 加仓 |
| GSL | GLOBAL SHIP LEASE INC | $7.91万 | 0.00% | 2,124 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMACEUTICAL INDS LTD | $7.90万 | 0.00% | 2,622 | 1,534 | 141.0% | $4.62万 | 加仓 |
| TEN | TSAKOS ENERGY NAVIGATION LTD | $7.89万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VSDM | VANGUARD MUN BD FDS | $7.89万 | 0.00% | 1,034 | 1,034 | — | $7.89万 | 新建仓 |
| ADC | AGREE RLTY CORP | $7.87万 | 0.00% | 1,044 | -64 | -5.8% | -$4,825 | 减仓 |
| — | ETF SER SOLUTIONS | $7.87万 | 0.00% | 1,773 | 1,423 | 406.6% | $6.31万 | 加仓 |
| FHI | FEDERATED HERMES INC | $7.84万 | 0.00% | 1,382 | 372 | 36.8% | $2.11万 | 加仓 |
| BUR | BURFORD CAPITAL LIMITED | $7.82万 | 0.00% | 17,294 | -2,799 | -13.9% | -$1.27万 | 减仓 |
| — | ISHARES TR | $7.79万 | 0.00% | 2,969 | 98 | 3.4% | $2,570 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.78万 | 0.00% | 1,682 | 721 | 75.0% | $3.33万 | 加仓 |
| KWEB | KRANESHARES TRUST | $7.77万 | 0.00% | 2,735 | -215 | -7.3% | -$6,112 | 减仓 |
| PEN | PENUMBRA INC | $7.75万 | 0.00% | 236 | 77 | 48.4% | $2.53万 | 加仓 |
| — | PUTNAM MANAGED MUN INCOME TR | $7.74万 | 0.00% | 12,584 | 33 | 0.3% | $203 | 加仓 |
| HLNE | HAMILTON LANE INC | $7.73万 | 0.00% | 778 | -121 | -13.5% | -$1.20万 | 减仓 |
| IBMQ | ISHARES TR | $7.73万 | 0.00% | 3,028 | -2,879 | -48.7% | -$7.35万 | 减仓 |
| IBMR | ISHARES TR | $7.73万 | 0.00% | 3,048 | 0 | 0.0% | — | 不变 |
| XVV | ISHARES TR | $7.72万 | 0.00% | 1,569 | 1,569 | — | $7.72万 | 新建仓 |
| — | PGIM ROCK ETF TR | $7.70万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| SBRA | SABRA HEALTH CARE REIT INC | $7.69万 | 0.00% | 4,000 | 3,992 | 49,900.0% | $7.68万 | 加仓 |
| — | WESTERN ASSET HIGH YIELD OPP | $7.69万 | 0.00% | 7,196 | 6,165 | 598.0% | $6.58万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $7.68万 | 0.00% | 1,108 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $7.66万 | 0.00% | 392 | -31 | -7.3% | -$6,058 | 减仓 |
| — | TIDAL TRUST II | $7.66万 | 0.00% | 2,554 | 83 | 3.4% | $2,489 | 加仓 |
| SAM | BOSTON BEER INC | $7.63万 | 0.00% | 331 | -200 | -37.7% | -$4.61万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $7.62万 | 0.00% | 3,000 | 3,000 | — | $7.62万 | 新建仓 |
| ULS | UL SOLUTIONS INC | $7.61万 | 0.00% | 888 | -599 | -40.3% | -$5.13万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $7.61万 | 0.00% | 1,262 | 270 | 27.2% | $1.63万 | 加仓 |
| — | AIRO GROUP HLDGS INC | $7.61万 | 0.00% | 10,004 | 0 | 0.0% | — | 不变 |
| LWLG | LIGHTWAVE LOGIC INC | $7.60万 | 0.00% | 10,806 | 0 | 0.0% | — | 不变 |
| SCHH | SCHWAB STRATEGIC TR | $7.59万 | 0.00% | 3,534 | 120 | 3.5% | $2,578 | 加仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $7.59万 | 0.00% | 2,028 | 515 | 34.0% | $1.93万 | 加仓 |
| CUBE | CUBESMART | $7.57万 | 0.00% | 2,066 | 858 | 71.0% | $3.14万 | 加仓 |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | $7.56万 | 0.00% | 3,436 | -9,979 | -74.4% | -$21.97万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $7.55万 | 0.00% | 1,404 | 14 | 1.0% | $753 | 加仓 |
| CMBT | CMB.TECH NV | $7.55万 | 0.00% | 5,965 | 617 | 11.5% | $7,805 | 加仓 |
| QUBT | QUANTUM COMPUTING INC | $7.53万 | 0.00% | 10,988 | 3,175 | 40.6% | $2.17万 | 加仓 |
| KAPR | INNOVATOR ETFS TRUST | $7.52万 | 0.00% | 2,074 | 0 | 0.0% | — | 不变 |
| — | CBRE GBL REAL ESTATE INC FD | $7.49万 | 0.00% | 17,072 | 2,450 | 16.8% | $1.08万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $7.48万 | 0.00% | 779 | 92 | 13.4% | $8,830 | 加仓 |
| ACMR | ACM RESH INC | $7.48万 | 0.00% | 1,900 | 0 | 0.0% | — | 不变 |
| — | UBS AG | $7.47万 | 0.00% | 450 | 450 | — | $7.47万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $7.43万 | 0.00% | 1,795 | -295 | -14.1% | -$1.22万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $7.42万 | 0.00% | 2,794 | 0 | 0.0% | — | 不变 |
| EWTX | EDGEWISE THERAPEUTICS INC | $7.42万 | 0.00% | 2,354 | -500 | -17.5% | -$1.57万 | 减仓 |
| SLVM | SYLVAMO CORP | $7.41万 | 0.00% | 1,755 | -15 | -0.8% | -$634 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $7.41万 | 0.00% | 2,675 | -317 | -10.6% | -$8,781 | 减仓 |
| — | THEMES ETF TR | $7.41万 | 0.00% | 2,569 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC | $7.40万 | 0.00% | 340 | -44 | -11.5% | -$9,577 | 减仓 |
| HYMC | HYCROFT MINING HOLDING CORP | $7.39万 | 0.00% | 2,100 | 1,400 | 200.0% | $4.93万 | 加仓 |
| DOX | AMDOCS LTD | $7.37万 | 0.00% | 1,130 | -294 | -20.6% | -$1.92万 | 减仓 |
| NOK | NOKIA CORP | $7.36万 | 0.00% | 9,149 | 1,244 | 15.7% | $1.00万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $7.34万 | 0.00% | 2,675 | 2,204 | 467.9% | $6.05万 | 加仓 |
| GEM | GOLDMAN SACHS ETF TR | $7.33万 | 0.00% | 1,697 | 137 | 8.8% | $5,918 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $7.33万 | 0.00% | 5,585 | 5,486 | 5,541.4% | $7.20万 | 重新持有 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $7.32万 | 0.00% | 1,477 | -4,389 | -74.8% | -$21.76万 | 减仓 |
| LINE | LINEAGE INC | $7.32万 | 0.00% | 2,235 | 2,225 | 22,250.0% | $7.29万 | 加仓 |
| — | LIBERTY ALL-STAR GROWTH FD I | $7.31万 | 0.00% | 15,384 | 680 | 4.6% | $3,230 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC | $7.30万 | 0.00% | 1,734 | 0 | 0.0% | — | 不变 |
| TEX | TEREX CORP NEW | $7.24万 | 0.00% | 1,225 | 0 | 0.0% | — | 不变 |
| IOCT | INNOVATOR ETFS TRUST | $7.23万 | 0.00% | 2,062 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $7.23万 | 0.00% | 1,446 | -83 | -5.4% | -$4,148 | 减仓 |
| FLIN | FRANKLIN TEMPLETON ETF TR | $7.23万 | 0.00% | 2,175 | 1,075 | 97.7% | $3.57万 | 加仓 |
| — | GLOBAL X FDS | $7.22万 | 0.00% | 2,337 | -79 | -3.3% | -$2,440 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $7.21万 | 0.00% | 1,675 | 86 | 5.4% | $3,703 | 加仓 |
| RCAT | RED CAT HLDGS INC | $7.21万 | 0.00% | 5,508 | 4,462 | 426.6% | $5.84万 | 加仓 |
| — | ABUNDIA GLOBAL IMPACT GROUP | $7.20万 | 0.00% | 50,000 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $7.19万 | 0.00% | 16,236 | 2,908 | 21.8% | $1.29万 | 加仓 |
| SDIV | GLOBAL X FDS | $7.18万 | 0.00% | 2,843 | 2,443 | 610.8% | $6.17万 | 加仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $7.17万 | 0.00% | 779 | -192 | -19.8% | -$1.77万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $7.14万 | 0.00% | 1,707 | 0 | 0.0% | — | 不变 |
| AU | ANGLOGOLD ASHANTI PLC | $7.12万 | 0.00% | 731 | -53 | -6.8% | -$5,160 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $7.11万 | 0.00% | 731 | 2 | 0.3% | $195 | 加仓 |
| BGRN | ISHARES TR | $7.09万 | 0.00% | 1,495 | 11 | 0.7% | $522 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $7.09万 | 0.00% | 876 | 0 | 0.0% | — | 不变 |
| IALT | BLACKROCK ETF TRUST | $7.09万 | 0.00% | 2,600 | 2,600 | — | $7.09万 | 新建仓 |
| VSDA | VICTORY PORTFOLIOS II | $7.09万 | 0.00% | 1,300 | 0 | 0.0% | — | 不变 |
| CDL | VICTORY PORTFOLIOS II | $7.08万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| PKB | INVESCO EXCHANGE TRADED FD T | $7.06万 | 0.00% | 724 | 226 | 45.4% | $2.21万 | 加仓 |
| — | NATHANS FAMOUS INC | $7.05万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP | $7.05万 | 0.00% | 507 | -5,710 | -91.8% | -$79.36万 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $7.04万 | 0.00% | 3,301 | -14,630 | -81.6% | -$31.22万 | 减仓 |
| IESC | IES HOLDINGS INC | $7.00万 | 0.00% | 147 | 49 | 50.0% | $2.33万 | 加仓 |
| GATX | GATX CORP | $6.97万 | 0.00% | 408 | -6 | -1.4% | -$1,024 | 减仓 |
| IJUL | INNOVATOR ETFS TRUST | $6.97万 | 0.00% | 2,064 | -28,028 | -93.1% | -$94.59万 | 减仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $6.95万 | 0.00% | 1,450 | 0 | 0.0% | — | 不变 |