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 |
|---|---|---|---|---|---|---|---|---|
| TREX | TREX INC | $2.14万 | 0.00% | 588 | 0 | 0.0% | — | 不变 |
| — | PEBBLEBROOK HOTEL TR | $2.12万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $2.12万 | 0.00% | 658 | 0 | 0.0% | — | 不变 |
| — | QUANTUM BIOPHARMA LTD | $2.12万 | 0.00% | 4,381 | 0 | 0.0% | — | 不变 |
| RAL | RALLIANT CORP | $2.11万 | 0.00% | 508 | -24 | -4.5% | -$999 | 减仓 |
| — | MINK THERAPEUTICS INC | $2.11万 | 0.00% | 2,000 | 2,000 | — | $2.11万 | 新建仓 |
| AGEM | ABRDN FDS | $2.09万 | 0.00% | 516 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS INC | $2.09万 | 0.00% | 1,650 | 1,650 | — | $2.09万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $2.08万 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK VA MUN BD TR | $2.07万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| HYEM | VANECK ETF TRUST | $2.07万 | 0.00% | 1,050 | -290 | -21.6% | -$5,722 | 减仓 |
| OII | OCEANEERING INTL INC | $2.07万 | 0.00% | 584 | 550 | 1,617.6% | $1.95万 | 加仓 |
| CHW | CALAMOS GBL DYN INCOME FUND | $2.07万 | 0.00% | 2,850 | -666 | -18.9% | -$4,835 | 减仓 |
| — | BARINGS CORPORATE INVS | $2.07万 | 0.00% | 1,200 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2.07万 | 0.00% | 314 | -8 | -2.5% | -$527 | 减仓 |
| DJP | BARCLAYS BANK PLC | $2.07万 | 0.00% | 429 | 0 | 0.0% | — | 不变 |
| FIVN | FIVE9 INC | $2.06万 | 0.00% | 1,361 | 208 | 18.0% | $3,155 | 加仓 |
| — | ISHARES TR | $2.06万 | 0.00% | 785 | -138 | -15.0% | -$3,625 | 减仓 |
| IIIV | I3 VERTICALS INC | $2.04万 | 0.00% | 914 | 0 | 0.0% | — | 不变 |
| — | GOLDMAN SACHS ETF TR | $2.03万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP | $2.03万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $2.02万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| RGNX | REGENXBIO INC | $2.02万 | 0.00% | 2,413 | 1,750 | 264.0% | $1.47万 | 加仓 |
| VRTS | VIRTUS INVT PARTNERS INC | $2.02万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.01万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| OSCR | OSCAR HEALTH INC | $2.00万 | 0.00% | 1,744 | -250 | -12.5% | -$2,868 | 减仓 |
| HSLV | HIGHLANDER SILVER CORP | $2.00万 | 0.00% | 3,400 | 3,400 | — | $2.00万 | 新建仓 |
| — | GATES INDL CORP PLC | $2.00万 | 0.00% | 883 | 50 | 6.0% | $1,131 | 加仓 |
| — | PGIM ROCK ETF TR | $1.99万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $1.99万 | 0.00% | 4,825 | 1,857 | 62.6% | $7,651 | 加仓 |
| COMP | COMPASS INC | $1.99万 | 0.00% | 2,718 | -825 | -23.3% | -$6,031 | 减仓 |
| ORN | ORION GROUP HLDGS INC | $1.98万 | 0.00% | 1,821 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $1.98万 | 0.00% | 539 | 0 | 0.0% | — | 不变 |
| KOF | COCA-COLA FEMSA SAB DE CV | $1.98万 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| GAL | SSGA ACTIVE ETF TR | $1.98万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $1.98万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1.97万 | 0.00% | 1,330 | 730 | 121.7% | $1.08万 | 加仓 |
| IBHG | ISHARES TR | $1.97万 | 0.00% | 888 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $1.96万 | 0.00% | 843 | -31,044 | -97.4% | -$72.35万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $1.96万 | 0.00% | 4,435 | 0 | 0.0% | — | 不变 |
| AMTM | AMENTUM HOLDINGS INC | $1.96万 | 0.00% | 751 | -3 | -0.4% | -$78 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $1.95万 | 0.00% | 790 | 790 | — | $1.95万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $1.95万 | 0.00% | 1,120 | 1,120 | — | $1.95万 | 新建仓 |
| INFQ | INFLEQTION INC | $1.95万 | 0.00% | 1,984 | 1,984 | — | $1.95万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.94万 | 0.00% | 431 | 0 | 0.0% | — | 不变 |
| SPLB | SPDR SERIES TRUST | $1.94万 | 0.00% | 873 | 17 | 2.0% | $378 | 加仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $1.94万 | 0.00% | 953 | -12,198 | -92.8% | -$24.82万 | 减仓 |
| GUNR | FLEXSHARES TR | $1.93万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $1.93万 | 0.00% | 556 | 385 | 225.1% | $1.34万 | 加仓 |
| — | SPROTT FDS TR | $1.93万 | 0.00% | 326 | -6,810 | -95.4% | -$40.30万 | 减仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $1.93万 | 0.00% | 371 | 20 | 5.7% | $1,039 | 加仓 |
| CLSK | CLEANSPARK INC | $1.92万 | 0.00% | 2,261 | -17 | -0.7% | -$145 | 减仓 |
| TTAN | SERVICETITAN INC | $1.92万 | 0.00% | 303 | -147 | -32.7% | -$9,328 | 减仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $1.92万 | 0.00% | 1,526 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMM INC | $1.92万 | 0.00% | 345 | -99 | -22.3% | -$5,511 | 减仓 |
| — | MICROVAST HOLDINGS INC | $1.92万 | 0.00% | 12,796 | 0 | 0.0% | — | 不变 |
| FINV | FINVOLUTION GROUP | $1.92万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| EVTL | VERTICAL AEROSPACE LTD | $1.91万 | 0.00% | 8,650 | -8,750 | -50.3% | -$1.93万 | 减仓 |
| ALRS | ALERUS FINL CORP | $1.90万 | 0.00% | 800 | 800 | — | $1.90万 | 新建仓 |
| WFG | WEST FRASER TIMBER LTD | $1.89万 | 0.00% | 289 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $1.88万 | 0.00% | 697 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.88万 | 0.00% | 1,000 | 1,000 | — | $1.88万 | 新建仓 |
| HLF | HERBALIFE LTD | $1.87万 | 0.00% | 1,273 | 0 | 0.0% | — | 不变 |
| ADUS | ADDUS HOMECARE CORP | $1.87万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DC | DAKOTA GOLD CORP | $1.87万 | 0.00% | 3,703 | -3,500 | -48.6% | -$1.77万 | 减仓 |
| — | ALARUM TECHNOLOGIES LTD | $1.86万 | 0.00% | 3,124 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.86万 | 0.00% | 567 | 0 | 0.0% | — | 不变 |
| URTH | ISHARES INC | $1.85万 | 0.00% | 103 | 28 | 37.3% | $5,041 | 加仓 |
| PTON | PELOTON INTERACTIVE INC | $1.85万 | 0.00% | 4,316 | -27,776 | -86.6% | -$11.92万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $1.85万 | 0.00% | 976 | -944 | -49.2% | -$1.79万 | 减仓 |
| CCOI | COGENT COMM HOLDINGS INC | $1.85万 | 0.00% | 980 | 600 | 157.9% | $1.13万 | 加仓 |
| NE | NOBLE CORP PLC | $1.84万 | 0.00% | 375 | -32 | -7.9% | -$1,570 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.84万 | 0.00% | 679 | 0 | 0.0% | — | 不变 |
| HDEF | DBX ETF TR | $1.83万 | 0.00% | 564 | 296 | 110.4% | $9,593 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $1.82万 | 0.00% | 734 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.82万 | 0.00% | 692 | 228 | 49.1% | $5,982 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $1.81万 | 0.00% | 534 | 360 | 206.9% | $1.22万 | 加仓 |
| CNXN | PC CONNECTION INC | $1.81万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $1.81万 | 0.00% | 978 | 0 | 0.0% | — | 不变 |
| MGEE | MGE ENERGY INC | $1.81万 | 0.00% | 234 | -251 | -51.8% | -$1.94万 | 减仓 |
| U | UNITY SOFTWARE INC | $1.81万 | 0.00% | 824 | -1,325 | -61.7% | -$2.91万 | 减仓 |
| IVZ | INVESCO LTD | $1.80万 | 0.00% | 742 | 240 | 47.8% | $5,827 | 加仓 |
| TIPT | TIPTREE INC | $1.80万 | 0.00% | 1,064 | -382 | -26.4% | -$6,463 | 减仓 |
| ABUS | ARBUTUS BIOPHARMA CORP | $1.80万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| SKYW | SKYWEST INC | $1.80万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1.79万 | 0.00% | 507 | 0 | 0.0% | — | 不变 |
| — | THEMES ETF TR | $1.78万 | 0.00% | 410 | 211 | 106.0% | $9,165 | 加仓 |
| TRST | TRUSTCO BK CORP N Y | $1.78万 | 0.00% | 406 | 0 | 0.0% | — | 不变 |
| VCYT | VERACYTE INC | $1.77万 | 0.00% | 551 | -95 | -14.7% | -$3,060 | 减仓 |
| — | ATAIBECKLEY INC | $1.77万 | 0.00% | 5,000 | 5,000 | — | $1.77万 | 新建仓 |
| — | CALAMOS ETF TR | $1.77万 | 0.00% | 852 | 0 | 0.0% | — | 不变 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $1.76万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GPI | GROUP 1 AUTOMOTIVE INC | $1.75万 | 0.00% | 53 | -68 | -56.2% | -$2.25万 | 减仓 |
| NUEM | NUSHARES ETF TR | $1.74万 | 0.00% | 473 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT | $1.74万 | 0.00% | 622 | -1,397 | -69.2% | -$3.90万 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $1.73万 | 0.00% | 858 | -184 | -17.7% | -$3,721 | 减仓 |
| VFMV | VANGUARD WELLINGTON FD | $1.73万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $1.73万 | 0.00% | 414 | 103 | 33.1% | $4,300 | 加仓 |
| — | AMPLIFY ETF TR | $1.73万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $1.73万 | 0.00% | 351 | 0 | 0.0% | — | 不变 |