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 |
|---|---|---|---|---|---|---|---|---|
| DAUG | FIRST TR EXCHNG TRADED FD VI | $3.29万 | 0.00% | 755 | 0 | 0.0% | — | 不变 |
| TMFC | RBB FD INC | $3.28万 | 0.00% | 498 | 0 | 0.0% | — | 不变 |
| MSA | MSA SAFETY INC | $3.28万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| WS | WORTHINGTON STL INC | $3.27万 | 0.00% | 1,079 | 0 | 0.0% | — | 不变 |
| AGGY | WISDOMTREE TR | $3.25万 | 0.00% | 749 | 221 | 41.9% | $9,602 | 加仓 |
| AI | C3 AI INC | $3.25万 | 0.00% | 3,862 | 1,001 | 35.0% | $8,429 | 加仓 |
| AWR | AMER STATES WTR CO | $3.25万 | 0.00% | 430 | 0 | 0.0% | — | 不变 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $3.24万 | 0.00% | 723 | 0 | 0.0% | — | 不变 |
| NHC | NATIONAL HEALTHCARE CORP | $3.24万 | 0.00% | 203 | 1 | 0.5% | $160 | 加仓 |
| BSY | BENTLEY SYS INC | $3.24万 | 0.00% | 922 | -1,103 | -54.5% | -$3.87万 | 减仓 |
| SPAB | SPDR SERIES TRUST | $3.22万 | 0.00% | 1,257 | 198 | 18.7% | $5,073 | 加仓 |
| — | POLYPID LTD | $3.22万 | 0.00% | 7,346 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $3.22万 | 0.00% | 1,350 | 50 | 3.8% | $1,192 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $3.21万 | 0.00% | 635 | 1 | 0.2% | $50 | 加仓 |
| FFLC | FIDELITY COVINGTON TRUST | $3.21万 | 0.00% | 625 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3.20万 | 0.00% | 818 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $3.20万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| — | SPDR INDEX SHS FDS | $3.19万 | 0.00% | 414 | -129 | -23.8% | -$9,953 | 减仓 |
| EGY | VAALCO ENERGY INC | $3.18万 | 0.00% | 5,023 | 0 | 0.0% | — | 不变 |
| PTRB | PGIM ETF TR | $3.18万 | 0.00% | 765 | 765 | — | $3.18万 | 新建仓 |
| GAM | GENERAL AMERN INVS CO INC | $3.17万 | 0.00% | 543 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $3.16万 | 0.00% | 534 | 130 | 32.2% | $7,695 | 加仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $3.14万 | 0.00% | 1,227 | 0 | 0.0% | — | 不变 |
| RDN | RADIAN GROUP INC | $3.12万 | 0.00% | 942 | 0 | 0.0% | — | 不变 |
| WH | WYNDHAM HOTELS & RESORTS INC | $3.11万 | 0.00% | 383 | 37 | 10.7% | $3,008 | 加仓 |
| HYBL | SSGA ACTIVE TR | $3.11万 | 0.00% | 1,118 | -628 | -36.0% | -$1.75万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $3.11万 | 0.00% | 824 | 12 | 1.5% | $453 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $3.09万 | 0.00% | 1,019 | 0 | 0.0% | — | 不变 |
| — | LISTED FDS TR | $3.08万 | 0.00% | 1,004 | 1,004 | — | $3.08万 | 新建仓 |
| SLM | SLM CORP | $3.07万 | 0.00% | 1,432 | 0 | 0.0% | — | 不变 |
| ESAB | ESAB CORPORATION | $3.06万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE TAX MNGED BUY WR | $3.05万 | 0.00% | 2,118 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW | $3.05万 | 0.00% | 377 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $3.04万 | 0.00% | 2,762 | 602 | 27.9% | $6,634 | 加仓 |
| DIAL | COLUMBIA ETF TR I | $3.04万 | 0.00% | 1,683 | 0 | 0.0% | — | 不变 |
| AORT | ARTIVION INC | $3.04万 | 0.00% | 830 | -252 | -23.3% | -$9,228 | 减仓 |
| DXCM | DEXCOM INC | $3.04万 | 0.00% | 33,000 | 8,000 | 32.0% | $7,368 | 加仓 |
| TSBK | TIMBERLAND BANCORP INC | $3.04万 | 0.00% | 770 | 0 | 0.0% | — | 不变 |
| BCAL | CALIFORNIA BANCORP | $3.03万 | 0.00% | 1,710 | 0 | 0.0% | — | 不变 |
| PPT | PUTNAM PREMIER INCOME TR | $3.01万 | 0.00% | 8,492 | 0 | 0.0% | — | 不变 |
| BBNX | BETA BIONICS INC | $3.01万 | 0.00% | 3,003 | 979 | 48.4% | $9,810 | 加仓 |
| XIFR | XPLR INFRASTRUCTURE LP | $3.01万 | 0.00% | 2,831 | 547 | 23.9% | $5,809 | 加仓 |
| ANF | ABERCROMBIE & FITCH CO | $3.01万 | 0.00% | 329 | 25 | 8.2% | $2,284 | 加仓 |
| — | ORAMED PHARMACEUTICALS INC | $3.00万 | 0.00% | 8,826 | -440 | -4.7% | -$1,496 | 减仓 |
| — | AMERICAN WTR CAP CORP | $2.99万 | 0.00% | 30,000 | 7,000 | 30.4% | $6,985 | 加仓 |
| IBTK | ISHARES TR | $2.98万 | 0.00% | 1,511 | 9 | 0.6% | $178 | 加仓 |
| UTEN | RBB FD INC | $2.96万 | 0.00% | 680 | -292 | -30.0% | -$1.27万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $2.96万 | 0.00% | 428 | 28 | 7.0% | $1,938 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $2.94万 | 0.00% | 384 | 223 | 138.5% | $1.71万 | 加仓 |
| DRD | DRDGOLD LIMITED | $2.94万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RWO | SPDR INDEX SHS FDS | $2.93万 | 0.00% | 641 | 3 | 0.5% | $137 | 加仓 |
| UMI | USCF ETF TR | $2.93万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MIR | MIRION TECHNOLOGIES INC | $2.93万 | 0.00% | 1,575 | -134 | -7.8% | -$2,491 | 减仓 |
| HYS | PIMCO ETF TR | $2.92万 | 0.00% | 313 | -65 | -17.2% | -$6,063 | 减仓 |
| GKOS | GLAUKOS CORP | $2.92万 | 0.00% | 271 | -44 | -14.0% | -$4,737 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.92万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| SAFT | SAFETY INS GROUP INC | $2.91万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $2.90万 | 0.00% | 4,500 | 2,500 | 125.0% | $1.61万 | 加仓 |
| STM | STMICROELECTRONICS N V | $2.90万 | 0.00% | 838 | 69 | 9.0% | $2,385 | 加仓 |
| — | PLAYBOY INC | $2.90万 | 0.00% | 19,055 | 2,300 | 13.7% | $3,496 | 加仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $2.89万 | 0.00% | 750 | 750 | — | $2.89万 | 新建仓 |
| BB | BLACKBERRY LTD | $2.89万 | 0.00% | 8,926 | -4,510 | -33.6% | -$1.46万 | 减仓 |
| — | INVESCO MUNI INCOME OPP TRST | $2.89万 | 0.00% | 4,702 | 4,702 | — | $2.89万 | 新建仓 |
| DSU | BLACKROCK DEBT STRATEGIES FD | $2.88万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| REPL | REPLIMUNE GROUP INC | $2.87万 | 0.00% | 3,750 | 1,687 | 81.8% | $1.29万 | 加仓 |
| — | TIDAL TRUST II | $2.87万 | 0.00% | 2,842 | 634 | 28.7% | $6,398 | 加仓 |
| INDB | INDEPENDENT BK CORP MASS | $2.87万 | 0.00% | 381 | -8 | -2.1% | -$602 | 减仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $2.86万 | 0.00% | 4,758 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $2.86万 | 0.00% | 1,237 | 448 | 56.8% | $1.03万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $2.86万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| CNK | CINEMARK HLDGS INC | $2.85万 | 0.00% | 1,000 | -18 | -1.8% | -$513 | 减仓 |
| R | RYDER SYS INC | $2.85万 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| WAFD | WAFD INC | $2.84万 | 0.00% | 906 | -1,000 | -52.5% | -$3.14万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $2.84万 | 0.00% | 638 | 0 | 0.0% | — | 不变 |
| EPAM | EPAM SYS INC | $2.84万 | 0.00% | 210 | -1,104 | -84.0% | -$14.95万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $2.84万 | 0.00% | 3,237 | -400 | -11.0% | -$3,508 | 减仓 |
| KTB | KONTOOR BRANDS INC | $2.82万 | 0.00% | 401 | -29 | -6.7% | -$2,041 | 减仓 |
| EXPO | EXPONENT INC | $2.82万 | 0.00% | 432 | -263 | -37.8% | -$1.72万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $2.82万 | 0.00% | 645 | -1,465 | -69.4% | -$6.40万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $2.81万 | 0.00% | 302 | -300 | -49.8% | -$2.79万 | 减仓 |
| PRG | PROG HOLDINGS INC | $2.81万 | 0.00% | 979 | -1 | -0.1% | -$29 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $2.81万 | 0.00% | 774 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $2.80万 | 0.00% | 1,020 | -497 | -32.8% | -$1.37万 | 减仓 |
| — | VANGUARD WORLD FD | $2.80万 | 0.00% | 344 | 144 | 72.0% | $1.17万 | 加仓 |
| AIS | TIDAL TRUST III | $2.79万 | 0.00% | 665 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $2.76万 | 0.00% | 6,994 | 1,064 | 17.9% | $4,203 | 加仓 |
| LSGR | NATIXIS ETF TRUST II | $2.76万 | 0.00% | 700 | 700 | — | $2.76万 | 新建仓 |
| DINT | DAVIS FUNDAMENTAL ETF TR | $2.76万 | 0.00% | 1,024 | 1,024 | — | $2.76万 | 新建仓 |
| KSA | ISHARES TR | $2.75万 | 0.00% | 693 | 0 | 0.0% | — | 不变 |
| EGBN | EAGLE BANCORPORATION INC | $2.75万 | 0.00% | 1,107 | 0 | 0.0% | — | 不变 |
| — | VICTORY PORTFOLIOS II | $2.75万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $2.75万 | 0.00% | 894 | -53 | -5.6% | -$1,627 | 减仓 |
| GILT | GILAT SATELLITE NETWORKS LTD | $2.74万 | 0.00% | 1,835 | -5,000 | -73.2% | -$7.46万 | 减仓 |
| INMD | INMODE LTD | $2.74万 | 0.00% | 2,000 | -133 | -6.2% | -$1,819 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.74万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CNL | COLLECTIVE MINING LTD | $2.73万 | 0.00% | 1,550 | 1,550 | — | $2.73万 | 新建仓 |
| BNTX | BIONTECH SE | $2.73万 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| PLNT | PLANET FITNESS MASTER ISSUER | $2.73万 | 0.00% | 367 | -251 | -40.6% | -$1.87万 | 减仓 |
| KEN | KENON HLDGS LTD | $2.72万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $2.72万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |