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 |
|---|---|---|---|---|---|---|---|---|
| REG | REGENCY CTRS CORP | $1.73万 | 0.00% | 228 | 108 | 90.0% | $8,171 | 加仓 |
| CRAI | CRA INTL INC | $1.70万 | 0.00% | 105 | 92 | 707.7% | $1.49万 | 重新持有 |
| NUMG | NUSHARES ETF TR | $1.70万 | 0.00% | 413 | 0 | 0.0% | — | 不变 |
| ARVN | ARVINAS INC | $1.70万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| CACC | CREDIT ACCEP CORP MICH | $1.69万 | 0.00% | 40 | -69 | -63.3% | -$2.92万 | 减仓 |
| IAG | IAMGOLD CORP | $1.69万 | 0.00% | 900 | 900 | — | $1.69万 | 新建仓 |
| BBIO | BRIDGEBIO PHARMA INC | $1.69万 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| SKM | SK TELECOM CO LTD | $1.69万 | 0.00% | 576 | 0 | 0.0% | — | 不变 |
| BKU | BANKUNITED INC | $1.68万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| BULL | WEBULL CORP | $1.68万 | 0.00% | 3,500 | 3,500 | — | $1.68万 | 新建仓 |
| PML | PIMCO MUN INCOME FD II | $1.68万 | 0.00% | 2,217 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $1.67万 | 0.00% | 299 | -78 | -20.7% | -$4,359 | 减仓 |
| TECB | ISHARES TR | $1.67万 | 0.00% | 301 | 0 | 0.0% | — | 不变 |
| CGGE | CAPITAL GROUP GLOBAL EQUITY | $1.67万 | 0.00% | 547 | 189 | 52.8% | $5,765 | 加仓 |
| MTSI | MACOM TECH SOLUTIONS HLDGS I | $1.67万 | 0.00% | 75 | -18 | -19.4% | -$3,997 | 减仓 |
| — | PROSHARES TR II | $1.66万 | 0.00% | 2,000 | 2,000 | — | $1.66万 | 新建仓 |
| — | ISHARES TR | $1.66万 | 0.00% | 687 | 0 | 0.0% | — | 不变 |
| LABU | DIREXION SHARES ETF TRUST | $1.66万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $1.66万 | 0.00% | 320 | 0 | 0.0% | — | 不变 |
| BUSA | 2023 ETF SERIES TRUST | $1.65万 | 0.00% | 445 | -650 | -59.4% | -$2.41万 | 减仓 |
| FTS | FORTIS INC | $1.65万 | 0.00% | 295 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $1.65万 | 0.00% | 539 | 127 | 30.8% | $3,876 | 加仓 |
| ADT | ADT INC DEL | $1.64万 | 0.00% | 2,500 | 0 | 0.0% | — | 不变 |
| SONO | SONOS INC | $1.64万 | 0.00% | 1,225 | 400 | 48.5% | $5,360 | 加仓 |
| EDOW | FIRST TR EXCHANGE-TRADED FD | $1.63万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| UCTT | ULTRA CLEAN HLDGS INC | $1.63万 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC | $1.63万 | 0.00% | 138 | -29 | -17.4% | -$3,423 | 减仓 |
| — | CALAMOS ETF TR | $1.61万 | 0.00% | 621 | 0 | 0.0% | — | 不变 |
| TIC | TIC SOLUTIONS INC | $1.61万 | 0.00% | 2,444 | 2,279 | 1,381.2% | $1.50万 | 加仓 |
| RGR | STURM RUGER & CO INC | $1.60万 | 0.00% | 400 | -33 | -7.6% | -$1,323 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $1.60万 | 0.00% | 198 | 10 | 5.3% | $809 | 加仓 |
| BFLY | BUTTERFLY NETWORK INC | $1.60万 | 0.00% | 3,960 | 0 | 0.0% | — | 不变 |
| — | TAO SYNERGIES INC | $1.59万 | 0.00% | 2,800 | 0 | 0.0% | — | 不变 |
| RZV | INVESCO EXCHANGE TRADED FD T | $1.59万 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1.59万 | 0.00% | 1,366 | -1,035 | -43.1% | -$1.20万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.59万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $1.59万 | 0.00% | 426 | 156 | 57.8% | $5,817 | 加仓 |
| OMER | OMEROS CORP | $1.58万 | 0.00% | 1,500 | 1,500 | — | $1.58万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $1.58万 | 0.00% | 439 | 0 | 0.0% | — | 不变 |
| — | SERIES PORTFOLIOS TR | $1.58万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| MSIF | MSC INCOME FUND INC | $1.58万 | 0.00% | 1,296 | 648 | 100.0% | $7,892 | 加仓 |
| — | NEOS ETF TRUST | $1.57万 | 0.00% | 318 | 318 | — | $1.57万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $1.57万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| STUB | STUBHUB HLDGS INC | $1.57万 | 0.00% | 2,515 | 2,250 | 849.1% | $1.40万 | 加仓 |
| EMBX | VANECK FDS | $1.57万 | 0.00% | 313 | 313 | — | $1.57万 | 新建仓 |
| NUTX | NUTEX HEALTH INC | $1.57万 | 0.00% | 165 | 95 | 135.7% | $9,029 | 加仓 |
| CDRE | CADRE HLDGS INC | $1.57万 | 0.00% | 511 | 162 | 46.4% | $4,970 | 加仓 |
| — | CLEARWAY ENERGY INC | $1.57万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | MASIMO CORP | $1.57万 | 0.00% | 88 | 53 | 151.4% | $9,427 | 加仓 |
| — | AARDVARK THERAPEUTICS INC | $1.56万 | 0.00% | 4,150 | 4,150 | — | $1.56万 | 新建仓 |
| QLYS | QUALYS INC | $1.56万 | 0.00% | 178 | -615 | -77.6% | -$5.40万 | 减仓 |
| DUOL | DUOLINGO INC | $1.56万 | 0.00% | 158 | -1 | -0.6% | -$99 | 减仓 |
| GLRE | GREENLIGHT CAP RE LTD | $1.56万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| BETA | BETA TECHNOLOGIES INC | $1.55万 | 0.00% | 1,056 | 1,000 | 1,785.7% | $1.47万 | 加仓 |
| PUK | PRUDENTIAL PLC | $1.55万 | 0.00% | 546 | 66 | 13.8% | $1,876 | 加仓 |
| LRN | STRIDE INC | $1.55万 | 0.00% | 9,000 | 9,000 | — | $1.55万 | 新建仓 |
| — | NERVGEN PHARMA CORP | $1.55万 | 0.00% | 4,103 | 4,103 | — | $1.55万 | 新建仓 |
| ISCV | ISHARES TR | $1.54万 | 0.00% | 222 | 0 | 0.0% | — | 不变 |
| FUND | SPROTT FOCUS TR INC | $1.54万 | 0.00% | 1,611 | 23 | 1.4% | $219 | 加仓 |
| — | KRANESHARES TRUST | $1.54万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| UNIT | UNITI GROUP LLC | $1.53万 | 0.00% | 1,634 | -3 | -0.2% | -$28 | 减仓 |
| KEX | KIRBY CORP | $1.53万 | 0.00% | 115 | -1 | -0.9% | -$133 | 减仓 |
| — | PROSHARES TR | $1.52万 | 0.00% | 300 | 300 | — | $1.52万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $1.52万 | 0.00% | 229 | 22 | 10.6% | $1,460 | 加仓 |
| EVTC | EVERTEC INC | $1.52万 | 0.00% | 538 | -68 | -11.2% | -$1,919 | 减仓 |
| ASLV | ALLSPRING EXCHANGE TRADED FU | $1.52万 | 0.00% | 545 | 0 | 0.0% | — | 不变 |
| SLG | SL GREEN RLTY CORP | $1.51万 | 0.00% | 410 | 50 | 13.9% | $1,847 | 加仓 |
| SBR | SABINE RTY TR | $1.51万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $1.51万 | 0.00% | 1,095 | -27 | -2.4% | -$372 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $1.50万 | 0.00% | 444 | 23 | 5.5% | $775 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $1.50万 | 0.00% | 372 | 20 | 5.7% | $805 | 加仓 |
| RUM | RUMBLE INC | $1.50万 | 0.00% | 2,933 | 0 | 0.0% | — | 不变 |
| — | TWO HARBORS INVENTMENT CORPO | $1.49万 | 0.00% | 1,303 | 1,057 | 429.7% | $1.21万 | 加仓 |
| BLMN | BLOOMIN BRANDS INC | $1.48万 | 0.00% | 2,743 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $1.48万 | 0.00% | 200 | 200 | — | $1.48万 | 新建仓 |
| EYLD | CAMBRIA ETF TR | $1.47万 | 0.00% | 355 | 355 | — | $1.47万 | 新建仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $1.47万 | 0.00% | 1,000 | 1,000 | — | $1.47万 | 新建仓 |
| — | GEOSPACE TECHNOLOGIES CORP | $1.46万 | 0.00% | 1,200 | 1,200 | — | $1.46万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $1.46万 | 0.00% | 110 | 18 | 19.6% | $2,386 | 加仓 |
| DB | DEUTSCHE BK AG | $1.46万 | 0.00% | 489 | -85 | -14.8% | -$2,531 | 减仓 |
| THG | HANOVER INS GROUP INC | $1.46万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CGMM | CAPITAL GROUP EQUITY ETF TR | $1.45万 | 0.00% | 495 | 87 | 21.3% | $2,554 | 加仓 |
| SI | SHOULDER INNOVATIONS INC | $1.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ETH | GRAYSCALE ETHEREUM STAKING | $1.45万 | 0.00% | 731 | 0 | 0.0% | — | 不变 |
| RSSB | TIDAL TRUST II | $1.45万 | 0.00% | 532 | 532 | — | $1.45万 | 新建仓 |
| — | AMICUS THERAPEUTIC | $1.45万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| RLY | SSGA ACTIVE ETF TR | $1.45万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EWP | ISHARES INC | $1.44万 | 0.00% | 266 | -106 | -28.5% | -$5,757 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $1.44万 | 0.00% | 613 | 500 | 442.5% | $1.18万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $1.44万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| EWQ | ISHARES INC | $1.44万 | 0.00% | 332 | -141 | -29.8% | -$6,117 | 减仓 |
| XPEV | XPENG INC | $1.44万 | 0.00% | 841 | 11 | 1.3% | $188 | 加仓 |
| XPEL | XPEL INC | $1.44万 | 0.00% | 325 | -660 | -67.0% | -$2.92万 | 减仓 |
| — | NORTHERN LTS FD TR IV | $1.43万 | 0.00% | 409 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO | $1.43万 | 0.00% | 1,138 | 100 | 9.6% | $1,257 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.42万 | 0.00% | 504 | 0 | 0.0% | — | 不变 |
| IPI | INTREPID POTASH INC | $1.42万 | 0.00% | 333 | 0 | 0.0% | — | 不变 |
| — | MAINZ BIOMED N V | $1.42万 | 0.00% | 30,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.42万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | VOYA INFRASTRUCTURE INDLS & | $1.42万 | 0.00% | 1,137 | 0 | 0.0% | — | 不变 |