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 |
|---|---|---|---|---|---|---|---|---|
| RL | RALPH LAUREN CORP | $4.82万 | 0.00% | 140 | 17 | 13.8% | $5,848 | 加仓 |
| ONB | OLD NATL BANCORP IND | $4.81万 | 0.00% | 2,176 | 971 | 80.6% | $2.15万 | 加仓 |
| XTN | SPDR SERIES TRUST | $4.81万 | 0.00% | 517 | 0 | 0.0% | — | 不变 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $4.80万 | 0.00% | 2,914 | -11,322 | -79.5% | -$18.63万 | 减仓 |
| — | JOHN HANCOCK EXCHANGE TRADED | $4.79万 | 0.00% | 1,846 | 1,846 | — | $4.79万 | 新建仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $4.78万 | 0.00% | 1,347 | -752 | -35.8% | -$2.67万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $4.78万 | 0.00% | 2,497 | 22 | 0.9% | $421 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $4.77万 | 0.00% | 1,029 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $4.76万 | 0.00% | 814 | -25 | -3.0% | -$1,461 | 减仓 |
| GROY | GOLD ROYALTY CORP | $4.75万 | 0.00% | 13,278 | -8,650 | -39.4% | -$3.10万 | 减仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $4.75万 | 0.00% | 795 | 5 | 0.6% | $299 | 加仓 |
| THO | THOR INDS INC | $4.73万 | 0.00% | 592 | -153 | -20.5% | -$1.22万 | 减仓 |
| — | KURV ETF TR | $4.72万 | 0.00% | 1,355 | 1,355 | — | $4.72万 | 新建仓 |
| EWZ | ISHARES INC | $4.72万 | 0.00% | 1,230 | 1,087 | 760.1% | $4.17万 | 加仓 |
| CRGY | CRESCENT ENERGY COMPANY | $4.71万 | 0.00% | 3,492 | 3,492 | — | $4.71万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $4.71万 | 0.00% | 1,345 | 434 | 47.6% | $1.52万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $4.69万 | 0.00% | 843 | 13 | 1.6% | $723 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $4.69万 | 0.00% | 1,877 | 1,877 | — | $4.69万 | 新建仓 |
| AVSC | AMERICAN CENTY ETF TR | $4.66万 | 0.00% | 748 | 3 | 0.4% | $187 | 加仓 |
| EWA | ISHARES INC | $4.64万 | 0.00% | 1,672 | -111 | -6.2% | -$3,081 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $4.64万 | 0.00% | 740 | 255 | 52.6% | $1.60万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $4.63万 | 0.00% | 777 | -309 | -28.5% | -$1.84万 | 减仓 |
| FBNC | FIRST BANCORP N C | $4.62万 | 0.00% | 821 | 2 | 0.2% | $113 | 加仓 |
| PHIN | PHINIA INC | $4.62万 | 0.00% | 675 | -134 | -16.6% | -$9,171 | 减仓 |
| BATRA | ATLANTA BRAVES HLDGS INC | $4.61万 | 0.00% | 978 | 8 | 0.8% | $377 | 加仓 |
| ENFR | ALPS ETF TR | $4.59万 | 0.00% | 1,200 | -577 | -32.5% | -$2.20万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $4.58万 | 0.00% | 1,526 | 1,400 | 1,111.1% | $4.20万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $4.57万 | 0.00% | 943 | 517 | 121.4% | $2.50万 | 加仓 |
| OGS | ONE GAS INC | $4.56万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4.56万 | 0.00% | 414 | 0 | 0.0% | — | 不变 |
| FMX | FOMENTO ECONOMICO MEXICANO S | $4.55万 | 0.00% | 410 | 20 | 5.1% | $2,221 | 加仓 |
| LTC | LTC PPTYS INC | $4.55万 | 0.00% | 1,224 | 7 | 0.6% | $260 | 加仓 |
| GRAL | GRAIL INC | $4.55万 | 0.00% | 880 | -1,783 | -67.0% | -$9.21万 | 减仓 |
| — | EA SERIES TRUST | $4.54万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PABU | ISHARES TR | $4.54万 | 0.00% | 685 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $4.54万 | 0.00% | 697 | 697 | — | $4.54万 | 新建仓 |
| LPX | LOUISIANA PAC CORP | $4.53万 | 0.00% | 623 | 6 | 1.0% | $436 | 加仓 |
| PPC | PILGRIMS PRIDE CORP | $4.53万 | 0.00% | 1,200 | -5 | -0.4% | -$189 | 减仓 |
| INFY | INFOSYS LTD | $4.52万 | 0.00% | 3,348 | -3,327 | -49.8% | -$4.49万 | 减仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $4.52万 | 0.00% | 782 | -17 | -2.1% | -$983 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $4.52万 | 0.00% | 776 | 0 | 0.0% | — | 不变 |
| BFST | BUSINESS FIRST BANCSHARES IN | $4.50万 | 0.00% | 1,666 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $4.49万 | 0.00% | 989 | -4,591 | -82.3% | -$20.86万 | 减仓 |
| — | PACER FDS TR | $4.49万 | 0.00% | 956 | 851 | 810.5% | $4.00万 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $4.49万 | 0.00% | 3,850 | -775 | -16.8% | -$9,036 | 减仓 |
| EFC | ELLINGTON FINANCIAL INC | $4.49万 | 0.00% | 3,788 | 103 | 2.8% | $1,221 | 加仓 |
| SKT | TANGER INC | $4.49万 | 0.00% | 1,321 | 1 | 0.1% | $34 | 加仓 |
| — | LISTED FDS TR | $4.48万 | 0.00% | 756 | -109 | -12.6% | -$6,466 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.47万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| LBRT | LIBERTY ENERGY INC | $4.46万 | 0.00% | 1,550 | 1,050 | 210.0% | $3.02万 | 加仓 |
| BIDU | BAIDU INC | $4.46万 | 0.00% | 400 | -700 | -63.6% | -$7.80万 | 减仓 |
| RUNN | STRATEGIC TRUST | $4.44万 | 0.00% | 1,378 | 899 | 187.7% | $2.90万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.43万 | 0.00% | 2,100 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS CORPORATION | $4.42万 | 0.00% | 1,015 | 0 | 0.0% | — | 不变 |
| PLOW | DOUGLAS DYNAMICS INC | $4.42万 | 0.00% | 1,050 | 7 | 0.7% | $295 | 加仓 |
| CERY | SPDR SERIES TRUST | $4.41万 | 0.00% | 1,250 | 63 | 5.3% | $2,220 | 重新持有 |
| — | TIDAL TRUST II | $4.40万 | 0.00% | 3,203 | 668 | 26.4% | $9,186 | 加仓 |
| SR | SPIRE INC | $4.40万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $4.39万 | 0.00% | 914 | 14 | 1.6% | $672 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.39万 | 0.00% | 1,677 | 0 | 0.0% | — | 不变 |
| INOD | INNODATA INC | $4.39万 | 0.00% | 1,136 | 932 | 456.9% | $3.60万 | 加仓 |
| SRVR | PACER FDS TR | $4.37万 | 0.00% | 1,399 | -133 | -8.7% | -$4,152 | 减仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $4.35万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| CEFS | EXCHANGE LISTED FDS TR | $4.33万 | 0.00% | 1,922 | -19 | -1.0% | -$428 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $4.33万 | 0.00% | 3,489 | 67 | 2.0% | $831 | 加仓 |
| — | PROSHARES TR | $4.28万 | 0.00% | 834 | 50 | 6.4% | $2,567 | 加仓 |
| RRX | REGAL REXNORD CORPORATION | $4.27万 | 0.00% | 228 | -59 | -20.6% | -$1.11万 | 减仓 |
| — | GLADSTONE INVT CORP | $4.26万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ESTA | ESTABLISHMENT LABS HLDGS INC | $4.26万 | 0.00% | 750 | -250 | -25.0% | -$1.42万 | 减仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $4.26万 | 0.00% | 747 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $4.25万 | 0.00% | 444 | -82 | -15.6% | -$7,855 | 减仓 |
| CGNT | COGNYTE SOFTWARE LTD | $4.25万 | 0.00% | 5,250 | 5,116 | 3,817.9% | $4.14万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $4.25万 | 0.00% | 534 | 409 | 327.2% | $3.25万 | 加仓 |
| USAS | AMERICAS GOLD AND SILVER COR | $4.24万 | 0.00% | 8,124 | 8,124 | — | $4.24万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $4.23万 | 0.00% | 4,025 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $4.22万 | 0.00% | 410 | 0 | 0.0% | — | 不变 |
| NMFC | NEW MTN FIN CORP | $4.21万 | 0.00% | 5,422 | 5,422 | — | $4.21万 | 新建仓 |
| QDEF | FLEXSHARES TR | $4.21万 | 0.00% | 527 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET INFLT LNK INC | $4.20万 | 0.00% | 5,200 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $4.18万 | 0.00% | 1,988 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $4.15万 | 0.00% | 242 | 90 | 59.2% | $1.54万 | 加仓 |
| — | VANECK ETF TRUST | $4.14万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $4.13万 | 0.00% | 32,000 | 7,000 | 28.0% | $9,026 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $4.12万 | 0.00% | 603 | 139 | 30.0% | $9,496 | 加仓 |
| — | INNOVATOR ETFS TRUST | $4.11万 | 0.00% | 1,282 | -8,241 | -86.5% | -$26.40万 | 减仓 |
| — | VIRTUS ETF TR II | $4.10万 | 0.00% | 1,650 | 50 | 3.1% | $1,243 | 加仓 |
| MNDY | MONDAY COM LTD | $4.10万 | 0.00% | 593 | 381 | 179.7% | $2.63万 | 加仓 |
| AGYS | AGILYSYS INC | $4.08万 | 0.00% | 574 | -516 | -47.3% | -$3.67万 | 减仓 |
| DNP | DNP SELECT INCOME FD INC | $4.08万 | 0.00% | 3,964 | -1,427 | -26.5% | -$1.47万 | 减仓 |
| — | AMPLIFY ETF TR | $4.08万 | 0.00% | 954 | 387 | 68.3% | $1.66万 | 加仓 |
| — | NORTHFIELD BANCORP INC DEL | $4.06万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $4.06万 | 0.00% | 2,382 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $4.05万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| ASPI | ASP ISOTOPES INC | $4.05万 | 0.00% | 9,165 | -4,600 | -33.4% | -$2.03万 | 减仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $4.04万 | 0.00% | 396 | 0 | 0.0% | — | 不变 |
| PINS | PINTEREST INC | $4.04万 | 0.00% | 2,201 | -1,818 | -45.2% | -$3.33万 | 减仓 |
| — | PELTHOS THERAPEUTICS INC | $4.01万 | 0.00% | 1,910 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC | $4.01万 | 0.00% | 176 | -263 | -59.9% | -$6.00万 | 减仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $4.01万 | 0.00% | 425 | 425 | — | $4.01万 | 新建仓 |
| — | KRANESHARES TRUST | $4.01万 | 0.00% | 1,325 | 1,225 | 1,225.0% | $3.71万 | 加仓 |