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 |
|---|---|---|---|---|---|---|---|---|
| LKQ | LKQ CORP | $2.67万 | 0.00% | 909 | -94 | -9.4% | -$2,761 | 减仓 |
| EVSD | MORGAN STANLEY ETF TRUST | $2.65万 | 0.00% | 521 | -87 | -14.3% | -$4,432 | 减仓 |
| GSHD | GOOSEHEAD INS INC | $2.64万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | TILRAY BRANDS INC | $2.63万 | 0.00% | 4,069 | 989 | 32.1% | $6,399 | 加仓 |
| — | WISDOMTREE BITCOIN FD | $2.62万 | 0.00% | 365 | 140 | 62.2% | $1.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $2.61万 | 0.00% | 832 | 0 | 0.0% | — | 不变 |
| GRBK | GREEN BRICK PARTNERS INC | $2.60万 | 0.00% | 403 | 2 | 0.5% | $129 | 加仓 |
| — | UNITED STS GASOLINE FD LP | $2.59万 | 0.00% | 251 | -241 | -49.0% | -$2.49万 | 减仓 |
| — | TIDAL TRUST II | $2.59万 | 0.00% | 2,364 | 681 | 40.5% | $7,470 | 加仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $2.58万 | 0.00% | 1,248 | -2,136 | -63.1% | -$4.42万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $2.58万 | 0.00% | 100 | 100 | — | $2.58万 | 新建仓 |
| GAP | GAP INC | $2.58万 | 0.00% | 1,066 | 514 | 93.1% | $1.24万 | 加仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $2.58万 | 0.00% | 4,399 | 226 | 5.4% | $1,324 | 加仓 |
| — | ETF OPPORTUNITIES TRUST | $2.57万 | 0.00% | 1,300 | 1,300 | — | $2.57万 | 新建仓 |
| WU | WESTERN UN CO | $2.57万 | 0.00% | 2,938 | -99 | -3.3% | -$864 | 减仓 |
| DRS | LEONARDO DRS INC | $2.56万 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| OZK | BANK OZK LITTLE ROCK ARK | $2.55万 | 0.00% | 556 | 0 | 0.0% | — | 不变 |
| DORM | DORMAN PRODS INC | $2.55万 | 0.00% | 244 | -18 | -6.9% | -$1,878 | 减仓 |
| LEMB | ISHARES INC | $2.54万 | 0.00% | 623 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $2.53万 | 0.00% | 969 | 374 | 62.9% | $9,767 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $2.52万 | 0.00% | 317 | 0 | 0.0% | — | 不变 |
| — | DIGITALBRIDGE GROUP INC | $2.51万 | 0.00% | 1,629 | -131 | -7.4% | -$2,020 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $2.51万 | 0.00% | 701 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD | $2.50万 | 0.00% | 532 | 332 | 166.0% | $1.56万 | 加仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $2.49万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP | $2.49万 | 0.00% | 970 | 923 | 1,963.8% | $2.37万 | 加仓 |
| MSSM | MORGAN STANLEY PATHWAY FDS | $2.48万 | 0.00% | 481 | 481 | — | $2.48万 | 新建仓 |
| AHRT | AH RLTY TR INC | $2.48万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $2.46万 | 0.00% | 662 | -32 | -4.6% | -$1,191 | 减仓 |
| LALT | FIRST TR EXCHNG TRADED FD VI | $2.44万 | 0.00% | 1,002 | 0 | 0.0% | — | 不变 |
| — | THERAVANCE BIOPHARMA INC | $2.43万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| PSN | PARSONS CORP DEL | $2.43万 | 0.00% | 449 | 0 | 0.0% | — | 不变 |
| ZYME | ZYMEWORKS INC | $2.43万 | 0.00% | 971 | 918 | 1,732.1% | $2.30万 | 加仓 |
| — | EPR PPTYS | $2.43万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| — | DIGIMARC CORP NEW | $2.43万 | 0.00% | 4,943 | 0 | 0.0% | — | 不变 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $2.42万 | 0.00% | 460 | 0 | 0.0% | — | 不变 |
| FCPT | FOUR CORNERS PPTY TR INC | $2.41万 | 0.00% | 1,020 | 326 | 47.0% | $7,713 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2.41万 | 0.00% | 712 | -23 | -3.1% | -$779 | 减仓 |
| WEN | WENDYS CO | $2.41万 | 0.00% | 3,467 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $2.41万 | 0.00% | 994 | 0 | 0.0% | — | 不变 |
| — | PACER FDS TR | $2.41万 | 0.00% | 445 | 0 | 0.0% | — | 不变 |
| EPOL | ISHARES TR | $2.40万 | 0.00% | 659 | -41,506 | -98.4% | -$151.02万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $2.39万 | 0.00% | 1,075 | -352 | -24.7% | -$7,836 | 减仓 |
| — | NORTHERN LIGHTS FD TR | $2.39万 | 0.00% | 1,000 | 1,000 | — | $2.39万 | 新建仓 |
| — | FIRST TR SR FLTG RATE INCOME | $2.39万 | 0.00% | 2,482 | 0 | 0.0% | — | 不变 |
| PLUS | EPLUS INC | $2.38万 | 0.00% | 316 | -584 | -64.9% | -$4.39万 | 减仓 |
| BLLN | BILLIONTOONE INC | $2.37万 | 0.00% | 300 | 200 | 200.0% | $1.58万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $2.37万 | 0.00% | 1,315 | 0 | 0.0% | — | 不变 |
| CVEO | CIVEO CORP CDA | $2.36万 | 0.00% | 893 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP | $2.36万 | 0.00% | 384 | 25 | 7.0% | $1,535 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $2.35万 | 0.00% | 2,535 | -95 | -3.6% | -$882 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $2.35万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| KFRC | KFORCE INC | $2.35万 | 0.00% | 804 | 0 | 0.0% | — | 不变 |
| VTWV | VANGUARD SCOTTSDALE FDS | $2.34万 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $2.34万 | 0.00% | 2,025 | 529 | 35.4% | $6,111 | 加仓 |
| TRTX | TPG RE FIN TR INC | $2.34万 | 0.00% | 2,992 | 76 | 2.6% | $594 | 加仓 |
| — | CLOUGH GLOBAL DIVID & INCOME | $2.33万 | 0.00% | 3,941 | 0 | 0.0% | — | 不变 |
| — | ALPHA TAU MEDICAL LTD | $2.33万 | 0.00% | 3,300 | 0 | 0.0% | — | 不变 |
| GVAL | CAMBRIA ETF TR | $2.33万 | 0.00% | 703 | 703 | — | $2.33万 | 新建仓 |
| — | MAINSTREET BANCSHARES INC | $2.33万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| BILL | BILL HOLDINGS INC | $2.33万 | 0.00% | 608 | -571 | -48.4% | -$2.19万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $2.31万 | 0.00% | 391 | 28 | 7.7% | $1,656 | 加仓 |
| — | LXP INDUSTRIAL TRUST | $2.30万 | 0.00% | 500 | 500 | — | $2.30万 | 新建仓 |
| DBND | DOUBLELINE ETF TRUST | $2.29万 | 0.00% | 500 | -2,200 | -81.5% | -$10.08万 | 减仓 |
| BLSH | BULLISH | $2.29万 | 0.00% | 641 | -295 | -31.5% | -$1.05万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $2.28万 | 0.00% | 586 | -750 | -56.1% | -$2.92万 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $2.27万 | 0.00% | 891 | 523 | 142.1% | $1.34万 | 加仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $2.27万 | 0.00% | 436 | 0 | 0.0% | — | 不变 |
| — | VANECK FDS | $2.27万 | 0.00% | 700 | 200 | 40.0% | $6,474 | 加仓 |
| PBR/A | PETROLEO BRASILEIRO S A | $2.26万 | 0.00% | 1,206 | -56 | -4.4% | -$1,050 | 减仓 |
| UTZ | UTZ BRANDS INC | $2.24万 | 0.00% | 2,825 | 0 | 0.0% | — | 不变 |
| VRNS | VARONIS SYS INC | $2.22万 | 0.00% | 1,035 | 0 | 0.0% | — | 不变 |
| YSS | YORK SPACE SYSTEMS INC | $2.22万 | 0.00% | 1,000 | 1,000 | — | $2.22万 | 新建仓 |
| EIS | ISHARES INC | $2.22万 | 0.00% | 191 | 180 | 1,636.4% | $2.09万 | 加仓 |
| — | CALAMOS ETF TR | $2.22万 | 0.00% | 824 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $2.21万 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $2.21万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| CLW | CLEARWATER PAPER CORP | $2.21万 | 0.00% | 1,539 | 0 | 0.0% | — | 不变 |
| JAJL | INNOVATOR ETFS TRUST | $2.21万 | 0.00% | 761 | -3,458 | -82.0% | -$10.05万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $2.21万 | 0.00% | 269 | -258 | -49.0% | -$2.12万 | 减仓 |
| — | CALAMOS ETF TR | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| NVCR | NOVOCURE LTD | $2.20万 | 0.00% | 2,019 | 1,900 | 1,596.6% | $2.07万 | 加仓 |
| — | CALAMOS ETF TR | $2.20万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| — | STEM INC | $2.20万 | 0.00% | 2,487 | 2,482 | 49,640.0% | $2.19万 | 重新持有 |
| KOMP | SPDR SERIES TRUST | $2.19万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $2.19万 | 0.00% | 669 | -94 | -12.3% | -$3,077 | 减仓 |
| HOMB | HOME BANCSHARES INC | $2.17万 | 0.00% | 807 | 542 | 204.5% | $1.46万 | 加仓 |
| CRON | CRONOS GROUP INC | $2.17万 | 0.00% | 8,657 | -10 | -0.1% | -$25 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2.17万 | 0.00% | 4,377 | 672 | 18.1% | $3,333 | 加仓 |
| FSLY | FASTLY INC | $2.17万 | 0.00% | 747 | -1,851 | -71.2% | -$5.38万 | 减仓 |
| JPSE | J P MORGAN EXCHANGE TRADED F | $2.17万 | 0.00% | 414 | -47 | -10.2% | -$2,464 | 减仓 |
| MTRN | MATERION CORP | $2.17万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $2.17万 | 0.00% | 535 | 189 | 54.6% | $7,662 | 加仓 |
| — | ELICIO THERAPEUTICS INC | $2.16万 | 0.00% | 2,023 | 469 | 30.2% | $5,014 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $2.16万 | 0.00% | 1,886 | -29 | -1.5% | -$332 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $2.15万 | 0.00% | 2,970 | 2,570 | 642.5% | $1.86万 | 加仓 |
| — | TIDAL TRUST II | $2.15万 | 0.00% | 1,549 | 487 | 45.9% | $6,761 | 加仓 |
| JHEM | JOHN HANCOCK EXCHANGE TRADED | $2.14万 | 0.00% | 626 | 0 | 0.0% | — | 不变 |
| GTOP | GOLDMAN SACHS ETF TR | $2.14万 | 0.00% | 592 | 0 | 0.0% | — | 不变 |
| FDM | FIRST TR EXCHANGE-TRADED FD | $2.14万 | 0.00% | 261 | 0 | 0.0% | — | 不变 |