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 |
|---|---|---|---|---|---|---|---|---|
| GSSC | GOLDMAN SACHS ETF TR | $3.99万 | 0.00% | 535 | 127 | 31.1% | $9,468 | 加仓 |
| MTDR | MATADOR RES CO | $3.97万 | 0.00% | 629 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $3.95万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | INVESCO INDIA EXCHANGE-TRADE | $3.95万 | 0.00% | 1,923 | 0 | 0.0% | — | 不变 |
| — | FLAHERTY & CRUMRINE PFD INCO | $3.95万 | 0.00% | 3,530 | 3,030 | 606.0% | $3.39万 | 加仓 |
| — | ISHARES INC | $3.95万 | 0.00% | 810 | -119 | -12.8% | -$5,798 | 减仓 |
| IBDW | ISHARES TR | $3.93万 | 0.00% | 1,877 | -3,902 | -67.5% | -$8.17万 | 减仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $3.92万 | 0.00% | 594 | -31 | -5.0% | -$2,045 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $3.92万 | 0.00% | 3,750 | 0 | 0.0% | — | 不变 |
| JD | JD.COM INC | $3.92万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| IMCV | ISHARES TR | $3.92万 | 0.00% | 462 | 462 | — | $3.92万 | 新建仓 |
| HEGD | LISTED FDS TR | $3.92万 | 0.00% | 1,585 | 0 | 0.0% | — | 不变 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $3.89万 | 0.00% | 1,615 | -15,677 | -90.7% | -$37.79万 | 减仓 |
| IEP | ICAHN ENTERPRISES LP | $3.89万 | 0.00% | 5,151 | 3,861 | 299.3% | $2.91万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $3.88万 | 0.00% | 1,511 | 0 | 0.0% | — | 不变 |
| IJAN | INNOVATOR ETFS TRUST | $3.88万 | 0.00% | 1,070 | 266 | 33.1% | $9,651 | 加仓 |
| IPGP | IPG PHOTONICS CORP | $3.87万 | 0.00% | 338 | -49 | -12.7% | -$5,615 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $3.86万 | 0.00% | 531 | -54 | -9.2% | -$3,920 | 减仓 |
| SHEN | SHENANDOAH TELECOMMUNICATION | $3.85万 | 0.00% | 2,500 | 1,000 | 66.7% | $1.54万 | 加仓 |
| — | TEMA ETF TRUST | $3.82万 | 0.00% | 768 | 0 | 0.0% | — | 不变 |
| — | CLOUGH GLOBAL EQUITY FD | $3.80万 | 0.00% | 5,052 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3.80万 | 0.00% | 584 | 566 | 3,144.4% | $3.69万 | 加仓 |
| — | TIDAL TRUST II | $3.80万 | 0.00% | 2,992 | 548 | 22.4% | $6,960 | 加仓 |
| SMTC | SEMTECH CORP | $3.79万 | 0.00% | 493 | 0 | 0.0% | — | 不变 |
| TAFI | AB ACTIVE ETFS INC | $3.78万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $3.77万 | 0.00% | 975 | 0 | 0.0% | — | 不变 |
| FXY | INVESCO CURRENCYSHARES | $3.76万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SVM | SILVERCORP METALS INC | $3.76万 | 0.00% | 3,500 | 3,500 | — | $3.76万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $3.76万 | 0.00% | 982 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $3.75万 | 0.00% | 183 | 178 | 3,560.0% | $3.65万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $3.75万 | 0.00% | 2,509 | -1,593 | -38.8% | -$2.38万 | 减仓 |
| QUS | SPDR SERIES TRUST | $3.74万 | 0.00% | 218 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $3.72万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.71万 | 0.00% | 3,157 | 752 | 31.3% | $8,844 | 加仓 |
| ALOY | REALLOYS INC | $3.71万 | 0.00% | 3,800 | 3,800 | — | $3.71万 | 新建仓 |
| AZTA | AZENTA INC | $3.70万 | 0.00% | 1,751 | -2,147 | -55.1% | -$4.54万 | 减仓 |
| — | BLACKROCK TCP CAPITAL CORP | $3.69万 | 0.00% | 10,230 | -1,926 | -15.8% | -$6,953 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $3.68万 | 0.00% | 10,497 | 0 | 0.0% | — | 不变 |
| PENN | PENN ENTERTAINMENT INC | $3.68万 | 0.00% | 2,450 | -12 | -0.5% | -$180 | 减仓 |
| OUST | OUSTER INC | $3.68万 | 0.00% | 2,003 | 2,000 | 66,666.7% | $3.67万 | 加仓 |
| — | RIVERNORTH MANAGED DUR MUN I | $3.67万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $3.67万 | 0.00% | 746 | 500 | 203.3% | $2.46万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $3.65万 | 0.00% | 846 | -201 | -19.2% | -$8,681 | 减仓 |
| — | CMS ENERGY CORP | $3.62万 | 0.00% | 32,000 | 8,000 | 33.3% | $9,040 | 加仓 |
| IEV | ISHARES TR | $3.60万 | 0.00% | 530 | 280 | 112.0% | $1.90万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $3.59万 | 0.00% | 1,046 | -29 | -2.7% | -$996 | 减仓 |
| NWL | NEWELL BRANDS INC | $3.59万 | 0.00% | 10,477 | -326 | -3.0% | -$1,118 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $3.58万 | 0.00% | 407 | 0 | 0.0% | — | 不变 |
| SLDB | SOLID BIOSCIENCES INC | $3.57万 | 0.00% | 4,955 | 0 | 0.0% | — | 不变 |
| WEX | WEX INC | $3.57万 | 0.00% | 233 | 133 | 133.0% | $2.04万 | 加仓 |
| AFB | ALLIANCEBERNSTEIN NATL MUN I | $3.56万 | 0.00% | 3,328 | 0 | 0.0% | — | 不变 |
| PSK | SPDR SERIES TRUST | $3.55万 | 0.00% | 1,152 | -350 | -23.3% | -$1.08万 | 减仓 |
| RMBS | RAMBUS INC DEL | $3.54万 | 0.00% | 411 | 27 | 7.0% | $2,323 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $3.53万 | 0.00% | 1,486 | 1,019 | 218.2% | $2.42万 | 加仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $3.51万 | 0.00% | 1,558 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $3.51万 | 0.00% | 1,675 | -335 | -16.7% | -$7,018 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $3.51万 | 0.00% | 1,689 | -2,091 | -55.3% | -$4.34万 | 减仓 |
| BUYW | NORTHERN LTS FD TR IV | $3.50万 | 0.00% | 2,488 | 2,488 | — | $3.50万 | 新建仓 |
| PRAA | PRA GROUP INC | $3.50万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H & R INC | $3.49万 | 0.00% | 1,101 | -339 | -23.5% | -$1.08万 | 减仓 |
| MKTX | MARKETAXESS HLDGS INC | $3.49万 | 0.00% | 211 | 50 | 31.1% | $8,262 | 加仓 |
| NMRK | NEWMARK GROUP INC | $3.48万 | 0.00% | 2,322 | 1,822 | 364.4% | $2.73万 | 加仓 |
| — | WISDOMTREE TR | $3.47万 | 0.00% | 646 | -31 | -4.6% | -$1,665 | 减仓 |
| SMIN | ISHARES TR | $3.47万 | 0.00% | 578 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $3.46万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP DEL | $3.45万 | 0.00% | 1,348 | -535 | -28.4% | -$1.37万 | 减仓 |
| DSL | DOUBLELINE INCOME SOLUTIONS | $3.45万 | 0.00% | 3,182 | 1,000 | 45.8% | $1.08万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $3.45万 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.44万 | 0.00% | 2,649 | 549 | 26.1% | $7,126 | 加仓 |
| MNKD | MANNKIND CORP | $3.44万 | 0.00% | 14,030 | 1,073 | 8.3% | $2,629 | 加仓 |
| PNQI | INVESCO EXCHANGE TRADED FD T | $3.43万 | 0.00% | 767 | -145 | -15.9% | -$6,486 | 减仓 |
| BIO | BIO RAD LABS INC | $3.43万 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER R/EST SECS INC FD | $3.42万 | 0.00% | 12,056 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET LEASE INC | $3.42万 | 0.00% | 3,657 | 74 | 2.1% | $693 | 加仓 |
| SOC | SABLE OFFSHORE CORP | $3.42万 | 0.00% | 2,070 | -140 | -6.3% | -$2,313 | 减仓 |
| KFY | KORN FERRY | $3.41万 | 0.00% | 542 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $3.40万 | 0.00% | 258 | 216 | 514.3% | $2.85万 | 加仓 |
| — | NUSHARES ETF TR | $3.40万 | 0.00% | 1,616 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $3.39万 | 0.00% | 1,496 | 1,008 | 206.6% | $2.28万 | 加仓 |
| TGLS | TECNOGLASS INC | $3.39万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| IRON | DISC MEDICINE INC | $3.38万 | 0.00% | 528 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $3.37万 | 0.00% | 1,194 | -68 | -5.4% | -$1,919 | 减仓 |
| GLP | GLOBAL PARTNERS LP | $3.37万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| CHMG | CHEMUNG FINL CORP | $3.36万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| FNLC | FIRST BANCORP INC ME | $3.36万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $3.36万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP | $3.36万 | 0.00% | 52 | -45 | -46.4% | -$2.90万 | 减仓 |
| — | SEABRIDGE GOLD INC | $3.35万 | 0.00% | 1,182 | 0 | 0.0% | — | 不变 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $3.34万 | 0.00% | 457 | 60 | 15.1% | $4,387 | 加仓 |
| — | FIDELITY MERRIMACK STR TR | $3.34万 | 0.00% | 672 | 672 | — | $3.34万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $3.33万 | 0.00% | 1,150 | 0 | 0.0% | — | 不变 |
| VFMF | VANGUARD WELLINGTON FD | $3.33万 | 0.00% | 215 | 0 | 0.0% | — | 不变 |
| — | NUVEEN MULTI ASSET INCOME FU | $3.33万 | 0.00% | 2,684 | 169 | 6.7% | $2,096 | 加仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $3.32万 | 0.00% | 1,018 | -200 | -16.4% | -$6,526 | 减仓 |
| GSAT | GLOBALSTAR INC | $3.32万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| EWU | ISHARES TR | $3.32万 | 0.00% | 728 | -160 | -18.0% | -$7,290 | 减仓 |
| MARA | MARA HOLDINGS INC | $3.32万 | 0.00% | 4,063 | 1,518 | 59.6% | $1.24万 | 加仓 |
| MGNR | AMERICAN BEACON SELECT FUNDS | $3.30万 | 0.00% | 640 | 640 | — | $3.30万 | 新建仓 |
| DBJP | DBX ETF TR | $3.30万 | 0.00% | 326 | 0 | 0.0% | — | 不变 |
| WPP | WPP PLC NEW | $3.29万 | 0.00% | 2,118 | 0 | 0.0% | — | 不变 |