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 |
|---|---|---|---|---|---|---|---|---|
| — | JFB CONSTR HLDGS | $6.92万 | 0.00% | 11,310 | 4,234 | 59.8% | $2.59万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $6.90万 | 0.00% | 365 | 269 | 280.2% | $5.09万 | 重新持有 |
| VFMO | VANGUARD WELLINGTON FD | $6.90万 | 0.00% | 350 | 350 | — | $6.90万 | 新建仓 |
| VLU | SPDR SERIES TRUST | $6.86万 | 0.00% | 319 | 135 | 73.4% | $2.90万 | 加仓 |
| — | HEWLETT PACKARD ENTERPRISE C | $6.82万 | 0.00% | 1,057 | -517 | -32.8% | -$3.34万 | 减仓 |
| LQDA | LIQUIDIA CORPORATION | $6.81万 | 0.00% | 1,804 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $6.77万 | 0.00% | 2,363 | 0 | 0.0% | — | 不变 |
| CNEQ | THE ALGER ETF TRUST | $6.77万 | 0.00% | 2,175 | 300 | 16.0% | $9,336 | 加仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $6.75万 | 0.00% | 1,400 | -1,140 | -44.9% | -$5.49万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $6.74万 | 0.00% | 951 | 370 | 63.7% | $2.62万 | 加仓 |
| SPUS | TIDAL TRUST I | $6.73万 | 0.00% | 1,398 | -135 | -8.8% | -$6,502 | 减仓 |
| BBSC | J P MORGAN EXCHANGE TRADED F | $6.73万 | 0.00% | 896 | 182 | 25.5% | $1.37万 | 加仓 |
| CRUS | CIRRUS LOGIC INC | $6.72万 | 0.00% | 465 | -19 | -3.9% | -$2,748 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $6.71万 | 0.00% | 3,397 | 471 | 16.1% | $9,302 | 加仓 |
| DBX | DROPBOX INC | $6.70万 | 0.00% | 2,948 | -59 | -2.0% | -$1,340 | 减仓 |
| FIBK | FIRST INTST BANCSYSTEM INC | $6.70万 | 0.00% | 2,005 | 2,005 | — | $6.70万 | 新建仓 |
| EPP | ISHARES INC | $6.65万 | 0.00% | 1,252 | -24 | -1.9% | -$1,275 | 减仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $6.65万 | 0.00% | 3,535 | 500 | 16.5% | $9,410 | 加仓 |
| GEN | GEN DIGITAL INC | $6.65万 | 0.00% | 3,533 | 1,989 | 128.8% | $3.75万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $6.62万 | 0.00% | 370 | 230 | 164.3% | $4.12万 | 加仓 |
| AMX | AMERICA MOVIL SAB DE CV | $6.60万 | 0.00% | 2,592 | -2 | -0.1% | -$51 | 减仓 |
| NOVT | NOVANTA INC | $6.60万 | 0.00% | 559 | -111 | -16.6% | -$1.31万 | 减仓 |
| RRC | RANGE RES CORP | $6.60万 | 0.00% | 1,460 | 257 | 21.4% | $1.16万 | 加仓 |
| HRL | HORMEL FOODS CORP | $6.59万 | 0.00% | 2,910 | 837 | 40.4% | $1.90万 | 加仓 |
| NWSA | NEWS CORP NEW | $6.57万 | 0.00% | 2,634 | 942 | 55.7% | $2.35万 | 加仓 |
| JPME | J P MORGAN EXCHANGE TRADED F | $6.54万 | 0.00% | 571 | 29 | 5.4% | $3,321 | 加仓 |
| CSGP | COSTAR GROUP INC | $6.54万 | 0.00% | 1,621 | -1,482 | -47.8% | -$5.98万 | 减仓 |
| INTA | INTAPP INC | $6.52万 | 0.00% | 2,539 | 0 | 0.0% | — | 不变 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $6.51万 | 0.00% | 3,270 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $6.50万 | 0.00% | 644 | 0 | 0.0% | — | 不变 |
| BBHY | J P MORGAN EXCHANGE TRADED F | $6.49万 | 0.00% | 1,417 | 0 | 0.0% | — | 不变 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $6.49万 | 0.00% | 2,410 | -3,709 | -60.6% | -$9.99万 | 减仓 |
| PI | IMPINJ INC | $6.49万 | 0.00% | 632 | 434 | 219.2% | $4.46万 | 加仓 |
| KMX | CARMAX INC | $6.45万 | 0.00% | 1,551 | -91,453 | -98.3% | -$380.26万 | 减仓 |
| UI | UBIQUITI INC | $6.44万 | 0.00% | 81 | -2 | -2.4% | -$1,591 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $6.44万 | 0.00% | 9,370 | 2,807 | 42.8% | $1.93万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $6.43万 | 0.00% | 18,257 | 3,013 | 19.8% | $1.06万 | 加仓 |
| BOKF | BOK FINL CORP | $6.40万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TR EXCHNG TRADED FD VI | $6.40万 | 0.00% | 1,679 | -3,000 | -64.1% | -$11.43万 | 减仓 |
| — | CARILLON SER TR | $6.40万 | 0.00% | 2,528 | 2,528 | — | $6.40万 | 新建仓 |
| ALV | AUTOLIV INC | $6.39万 | 0.00% | 607 | 234 | 62.7% | $2.46万 | 加仓 |
| — | GRANITESHARES PLATINUM TR | $6.39万 | 0.00% | 3,377 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP | $6.39万 | 0.00% | 777 | -15 | -1.9% | -$1,233 | 减仓 |
| NTNX | NUTANIX INC | $6.38万 | 0.00% | 1,679 | 1,544 | 1,143.7% | $5.87万 | 加仓 |
| IEX | IDEX CORP | $6.37万 | 0.00% | 336 | 94 | 38.8% | $1.78万 | 加仓 |
| DJAN | FIRST TR EXCHNG TRADED FD VI | $6.34万 | 0.00% | 1,490 | 0 | 0.0% | — | 不变 |
| POWL | POWELL INDS INC | $6.33万 | 0.00% | 117 | 4 | 3.5% | $2,165 | 加仓 |
| WSBC | WESBANCO INC | $6.33万 | 0.00% | 1,834 | -98 | -5.1% | -$3,380 | 减仓 |
| MORN | MORNINGSTAR INC | $6.32万 | 0.00% | 374 | -15 | -3.9% | -$2,536 | 减仓 |
| OSEA | HARBOR ETF TRUST | $6.32万 | 0.00% | 2,183 | -663 | -23.3% | -$1.92万 | 减仓 |
| RYLD | GLOBAL X FDS | $6.31万 | 0.00% | 4,224 | 775 | 22.5% | $1.16万 | 加仓 |
| TSN | TYSON FOODS INC | $6.31万 | 0.00% | 986 | -436 | -30.7% | -$2.79万 | 减仓 |
| LAZ | LAZARD INC | $6.31万 | 0.00% | 1,486 | 151 | 11.3% | $6,414 | 加仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $6.29万 | 0.00% | 1,148 | 0 | 0.0% | — | 不变 |
| RXT | RACKSPACE TECHNOLOGY INC | $6.29万 | 0.00% | 64,181 | -647 | -1.0% | -$634 | 减仓 |
| — | VOYA GLBL ADV & PREM OPP FD | $6.28万 | 0.00% | 6,565 | -595 | -8.3% | -$5,688 | 减仓 |
| NWG | NATWEST GROUP PLC | $6.27万 | 0.00% | 4,208 | -459 | -9.8% | -$6,839 | 减仓 |
| NEXT | NEXTDECADE CORP | $6.27万 | 0.00% | 8,181 | -147 | -1.8% | -$1,126 | 减仓 |
| NIO | NIO INC | $6.27万 | 0.00% | 10,390 | 1,376 | 15.3% | $8,297 | 加仓 |
| FLNG | FLEX LNG LTD | $6.26万 | 0.00% | 2,108 | -2 | -0.1% | -$59 | 减仓 |
| MOG/A | MOOG INC | $6.26万 | 0.00% | 214 | 33 | 18.2% | $9,657 | 加仓 |
| — | PEAKSTONE REALTY TRUST | $6.26万 | 0.00% | 2,995 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $6.24万 | 0.00% | 2,877 | 0 | 0.0% | — | 不变 |
| SEB | SEABOARD CORP DEL | $6.22万 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ARLO | ARLO TECHNOLOGIES INC | $6.22万 | 0.00% | 4,370 | 0 | 0.0% | — | 不变 |
| UJAN | INNOVATOR ETFS TRUST | $6.19万 | 0.00% | 1,457 | 68 | 4.9% | $2,891 | 加仓 |
| — | INNOVATOR ETFS TRUST | $6.18万 | 0.00% | 2,307 | 0 | 0.0% | — | 不变 |
| CAL | CALERES INC | $6.18万 | 0.00% | 5,867 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $6.18万 | 0.00% | 17,500 | 15,000 | 600.0% | $5.29万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $6.18万 | 0.00% | 237 | 0 | 0.0% | — | 不变 |
| — | ZENATECH INC | $6.16万 | 0.00% | 26,890 | 26,890 | — | $6.16万 | 新建仓 |
| APTV | APTIV PLC | $6.15万 | 0.00% | 885 | -59 | -6.2% | -$4,097 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $6.14万 | 0.00% | 2,790 | -212 | -7.1% | -$4,667 | 减仓 |
| GEL | GENESIS ENERGY L P | $6.14万 | 0.00% | 3,445 | 0 | 0.0% | — | 不变 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $6.12万 | 0.00% | 25,171 | 0 | 0.0% | — | 不变 |
| BCO | BRINKS CO | $6.11万 | 0.00% | 590 | 0 | 0.0% | — | 不变 |
| CVLT | COMMVAULT SYS INC | $6.11万 | 0.00% | 784 | 361 | 85.3% | $2.81万 | 加仓 |
| — | EURONET WORLDWIDE INC | $6.08万 | 0.00% | 72,000 | 26,000 | 56.5% | $2.19万 | 加仓 |
| RGEN | REPLIGEN CORP | $6.07万 | 0.00% | 515 | -55 | -9.6% | -$6,480 | 减仓 |
| FLYW | FLYWIRE CORPORATION | $6.05万 | 0.00% | 5,198 | 573 | 12.4% | $6,670 | 加仓 |
| SITM | SITIME CORP | $6.04万 | 0.00% | 175 | 19 | 12.2% | $6,562 | 加仓 |
| — | WESTERN ASSET INTER MUNI | $6.04万 | 0.00% | 7,865 | 0 | 0.0% | — | 不变 |
| TYRA | TYRA BIOSCIENCES INC | $6.04万 | 0.00% | 1,577 | 1,500 | 1,948.1% | $5.74万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $6.04万 | 0.00% | 2,239 | 2,239 | — | $6.04万 | 新建仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $6.04万 | 0.00% | 773 | 316 | 69.1% | $2.47万 | 加仓 |
| CART | MAPLEBEAR INC | $6.01万 | 0.00% | 1,605 | -295 | -15.5% | -$1.11万 | 减仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $6.01万 | 0.00% | 6,072 | 3,743 | 160.7% | $3.70万 | 加仓 |
| — | VANECK ETF TRUST | $6.00万 | 0.00% | 1,550 | 0 | 0.0% | — | 不变 |
| TAN | INVESCO EXCH TRADED FD TR II | $5.99万 | 0.00% | 1,075 | 339 | 46.1% | $1.89万 | 加仓 |
| PICK | ISHARES INC | $5.98万 | 0.00% | 1,057 | 17 | 1.6% | $962 | 加仓 |
| — | PPL CAP FDG INC | $5.97万 | 0.00% | 51,000 | 11,000 | 27.5% | $1.29万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $5.96万 | 0.00% | 3,185 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $5.96万 | 0.00% | 988 | 6 | 0.6% | $362 | 加仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $5.95万 | 0.00% | 3,164 | 0 | 0.0% | — | 不变 |
| JBTM | JBT MAREL CORPORATION | $5.92万 | 0.00% | 463 | 0 | 0.0% | — | 不变 |
| — | ISHARES INC | $5.91万 | 0.00% | 1,225 | 1,225 | — | $5.91万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $5.91万 | 0.00% | 1,809 | -380 | -17.4% | -$1.24万 | 减仓 |
| — | PIMCO HIGH INCOME FD | $5.91万 | 0.00% | 12,755 | -2,700 | -17.5% | -$1.25万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.90万 | 0.00% | 1,206 | 4 | 0.3% | $196 | 加仓 |
| BTAL | AGF INVTS TR | $5.90万 | 0.00% | 4,225 | 99 | 2.4% | $1,382 | 加仓 |