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 |
|---|---|---|---|---|---|---|---|---|
| DGII | DIGI INTL INC | $1.41万 | 0.00% | 293 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $1.41万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FLTR | VANECK ETF TRUST | $1.40万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY INFRAS INC | $1.40万 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TR EXCHNG TRADED FD VI | $1.40万 | 0.00% | 330 | 0 | 0.0% | — | 不变 |
| CWEN | CLEARWAY ENERGY INC | $1.40万 | 0.00% | 356 | -218 | -38.0% | -$8,565 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $1.39万 | 0.00% | 336 | 116 | 52.7% | $4,803 | 加仓 |
| AMLX | AMYLYX PHARMACEUTICALS INC | $1.39万 | 0.00% | 1,000 | -500 | -33.3% | -$6,950 | 减仓 |
| CUBI | CUSTOMERS BANCORP INC | $1.39万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $1.39万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC | $1.39万 | 0.00% | 253 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.38万 | 0.00% | 270 | 6 | 2.3% | $307 | 加仓 |
| VIA | VIA TRANSN INC | $1.37万 | 0.00% | 913 | 913 | — | $1.37万 | 新建仓 |
| DXPE | DXP ENTERPRISES INC | $1.37万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| PAX | PATRIA INVESTMENTS LIMITED | $1.37万 | 0.00% | 1,084 | 14 | 1.3% | $176 | 加仓 |
| COKE | COCA COLA CONS INC | $1.36万 | 0.00% | 71 | -229 | -76.3% | -$4.39万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.36万 | 0.00% | 758 | 0 | 0.0% | — | 不变 |
| — | CALAMOS LNG SHR EQT DYNAMIC | $1.36万 | 0.00% | 1,000 | -1,250 | -55.6% | -$1.70万 | 减仓 |
| PJT | PJT PARTNERS INC | $1.36万 | 0.00% | 97 | -8 | -7.6% | -$1,118 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $1.35万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| — | INVESCO BD FD | $1.35万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $1.35万 | 0.00% | 550 | -900 | -62.1% | -$2.21万 | 减仓 |
| — | PACER FDS TR | $1.35万 | 0.00% | 367 | 2 | 0.5% | $73 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $1.35万 | 0.00% | 1,061 | 1 | 0.1% | $13 | 加仓 |
| IVES | WEDBUSH SER TR | $1.34万 | 0.00% | 474 | 0 | 0.0% | — | 不变 |
| INVX | INNOVEX INTERNATIONAL INC | $1.34万 | 0.00% | 550 | 334 | 154.6% | $8,147 | 重新持有 |
| ABEV | AMBEV SA | $1.34万 | 0.00% | 4,584 | 0 | 0.0% | — | 不变 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $1.34万 | 0.00% | 114 | 114 | — | $1.34万 | 新建仓 |
| BSM | BLACK STONE MINERALS L P | $1.33万 | 0.00% | 881 | 1 | 0.1% | $15 | 加仓 |
| SLVP | ISHARES INC | $1.33万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| TATT | TAT TECHNOLOGIES LTD | $1.32万 | 0.00% | 325 | 325 | — | $1.32万 | 新建仓 |
| XMTR | XOMETRY INC | $1.32万 | 0.00% | 323 | -46 | -12.5% | -$1,879 | 减仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $1.32万 | 0.00% | 9,412 | 2,594 | 38.0% | $3,632 | 加仓 |
| RVLV | REVOLVE GROUP INC | $1.32万 | 0.00% | 582 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.31万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER BERMAN ETF TRUST | $1.31万 | 0.00% | 516 | 77 | 17.5% | $1,958 | 加仓 |
| AGO | ASSURED GUARANTY LTD | $1.31万 | 0.00% | 161 | 0 | 0.0% | — | 不变 |
| INN | SUMMIT HOTEL PPTYS | $1.31万 | 0.00% | 2,964 | 0 | 0.0% | — | 不变 |
| GRPN | GROUPON INC | $1.31万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| FULT | FULTON FINL CORP PA | $1.31万 | 0.00% | 642 | 0 | 0.0% | — | 不变 |
| WD | WALKER & DUNLOP INC | $1.30万 | 0.00% | 294 | 0 | 0.0% | — | 不变 |
| — | KNOT OFFSHORE PARTNERS LP | $1.30万 | 0.00% | 1,290 | 0 | 0.0% | — | 不变 |
| — | ATYR PHARMA INC | $1.29万 | 0.00% | 16,600 | 16,600 | — | $1.29万 | 新建仓 |
| — | BLACKROCK FLOATING RATE INC | $1.29万 | 0.00% | 1,200 | -2,000 | -62.5% | -$2.15万 | 减仓 |
| — | NUSHARES ETF TR | $1.29万 | 0.00% | 500 | 300 | 150.0% | $7,730 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $1.29万 | 0.00% | 715 | -200 | -21.9% | -$3,600 | 减仓 |
| — | WESTERN ASSET INVT GRADE OPP | $1.29万 | 0.00% | 799 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $1.28万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | KALARIS THERAPEUTICS INC | $1.28万 | 0.00% | 2,215 | 2,215 | — | $1.28万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $1.28万 | 0.00% | 493 | -60 | -10.8% | -$1,554 | 减仓 |
| — | GLOBAL X FDS | $1.27万 | 0.00% | 495 | -252 | -33.7% | -$6,484 | 减仓 |
| GTY | GETTY RLTY CORP NEW | $1.27万 | 0.00% | 400 | 400 | — | $1.27万 | 新建仓 |
| — | BRASKEM SA | $1.27万 | 0.00% | 3,460 | 3,460 | — | $1.27万 | 新建仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $1.26万 | 0.00% | 300 | 300 | — | $1.26万 | 新建仓 |
| — | ALLSPRING MULTI SECTOR INCOM | $1.26万 | 0.00% | 1,400 | -12,236 | -89.7% | -$11.02万 | 减仓 |
| — | COHEN & STEERS TOTAL RETURN | $1.26万 | 0.00% | 1,131 | 24 | 2.2% | $267 | 加仓 |
| — | WISDOMTREE TR | $1.26万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| EVLN | MORGAN STANLEY ETF TRUST | $1.25万 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE HOLDINGS INC | $1.25万 | 0.00% | 133 | 72 | 118.0% | $6,776 | 加仓 |
| SFLO | VICTORY PORTFOLIOS II | $1.25万 | 0.00% | 416 | 416 | — | $1.25万 | 新建仓 |
| — | RCM TECHNOLOGIES INC | $1.24万 | 0.00% | 650 | -864 | -57.1% | -$1.65万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $1.24万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $1.24万 | 0.00% | 350 | -1 | -0.3% | -$35 | 减仓 |
| ALG | ALAMO GROUP INC | $1.24万 | 0.00% | 75 | 49 | 188.5% | $8,084 | 重新持有 |
| ILTB | ISHARES TR | $1.22万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $1.22万 | 0.00% | 2,650 | 0 | 0.0% | — | 不变 |
| — | WILLAMETTE VALLEY VINEYARDS | $1.22万 | 0.00% | 4,749 | -25 | -0.5% | -$64 | 减仓 |
| BUSE | FIRST BUSEY CORP | $1.22万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $1.22万 | 0.00% | 154 | 80 | 108.1% | $6,325 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $1.21万 | 0.00% | 385 | 217 | 129.2% | $6,831 | 加仓 |
| CSRE | COHEN & STEERS ETF TRUST | $1.21万 | 0.00% | 460 | 460 | — | $1.21万 | 新建仓 |
| — | ALPS ETF TR | $1.20万 | 0.00% | 278 | 180 | 183.7% | $7,792 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $1.20万 | 0.00% | 241 | -16 | -6.2% | -$797 | 减仓 |
| JBSS | SANFILIPPO JOHN B & SON INC | $1.20万 | 0.00% | 151 | -14 | -8.5% | -$1,111 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1.20万 | 0.00% | 240 | -330 | -57.9% | -$1.65万 | 减仓 |
| — | TIDAL TRUST II | $1.19万 | 0.00% | 309 | 20 | 6.9% | $773 | 加仓 |
| — | JBT MAREL CORPORATION | $1.19万 | 0.00% | 12,000 | 12,000 | — | $1.19万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $1.19万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| POET | POET TECHNOLOGIES INC | $1.19万 | 0.00% | 2,000 | 2,000 | — | $1.19万 | 新建仓 |
| GNTX | GENTEX CORP | $1.18万 | 0.00% | 542 | 30 | 5.9% | $656 | 加仓 |
| SSRM | SSR MINING IN | $1.18万 | 0.00% | 402 | -106 | -20.9% | -$3,116 | 减仓 |
| — | OATLY GROUP AB | $1.18万 | 0.00% | 1,160 | 0 | 0.0% | — | 不变 |
| EWK | ISHARES INC | $1.17万 | 0.00% | 482 | 0 | 0.0% | — | 不变 |
| — | PERMIANVILLE RTY TR | $1.17万 | 0.00% | 6,318 | 0 | 0.0% | — | 不变 |
| JOYY | JOYY INC | $1.17万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $1.17万 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| — | ETF OPPORTUNITIES TRUST | $1.17万 | 0.00% | 245 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY | $1.16万 | 0.00% | 260 | 5 | 2.0% | $224 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $1.16万 | 0.00% | 350 | -373 | -51.6% | -$1.23万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $1.15万 | 0.00% | 340 | 0 | 0.0% | — | 不变 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1.15万 | 0.00% | 2,270 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN LTD DURATION INCOME | $1.15万 | 0.00% | 1,965 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $1.15万 | 0.00% | 480 | -459 | -48.9% | -$1.10万 | 减仓 |
| BBRE | J P MORGAN EXCHANGE TRADED F | $1.14万 | 0.00% | 119 | 0 | 0.0% | — | 不变 |
| OLN | OLIN CORP | $1.14万 | 0.00% | 383 | -261 | -40.5% | -$7,758 | 减仓 |
| — | COMSTOCK HLDG COS INC | $1.14万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| — | NEOS ETF TRUST | $1.13万 | 0.00% | 200 | 200 | — | $1.13万 | 新建仓 |
| XCEM | COLUMBIA ETF TR II | $1.13万 | 0.00% | 277 | 177 | 177.0% | $7,223 | 加仓 |
| — | AUTHID INC | $1.13万 | 0.00% | 8,693 | 0 | 0.0% | — | 不变 |
| — | FLUENT INC | $1.13万 | 0.00% | 3,571 | -9 | -0.3% | -$28 | 减仓 |