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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TR EXCHNG TRADED FD VI | $1.13万 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| EXI | ISHARES TR | $1.12万 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| MAT | MATTEL INC | $1.12万 | 0.00% | 771 | 92 | 13.5% | $1,337 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1.12万 | 0.00% | 88 | 2 | 2.3% | $254 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $1.12万 | 0.00% | 223 | 50 | 28.9% | $2,511 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $1.12万 | 0.00% | 181 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.11万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| GNW | GENWORTH FINL INC | $1.11万 | 0.00% | 1,368 | -1,500 | -52.3% | -$1.22万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $1.11万 | 0.00% | 676 | -69 | -9.3% | -$1,133 | 减仓 |
| — | COMPUGEN LTD | $1.11万 | 0.00% | 5,202 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $1.10万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1.10万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | EXCHANGE LISTED FDS TR | $1.10万 | 0.00% | 185 | 0 | 0.0% | — | 不变 |
| HFGO | HARTFORD FDS EXCHANGE TRADED | $1.10万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $1.10万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| UTL | UNITIL CORP | $1.09万 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| — | LEXINFINTECH HLDGS LTD | $1.09万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| BGC | BGC GROUP INC | $1.09万 | 0.00% | 1,110 | 2 | 0.2% | $20 | 加仓 |
| — | INNOVATOR ETFS TRUST | $1.08万 | 0.00% | 423 | 0 | 0.0% | — | 不变 |
| HTO | H2O AMERICA | $1.08万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET MTG DEFINED OP | $1.07万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | CION INVT CORP | $1.07万 | 0.00% | 1,562 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.07万 | 0.00% | 324 | 0 | 0.0% | — | 不变 |
| — | U S GOLD CORP | $1.06万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| RHI | ROBERT HALF INC. | $1.06万 | 0.00% | 417 | -193 | -31.6% | -$4,906 | 减仓 |
| GDRX | GOODRX HLDGS INC | $1.06万 | 0.00% | 5,406 | 2,000 | 58.7% | $3,920 | 加仓 |
| — | ISHARES TR | $1.06万 | 0.00% | 426 | -74 | -14.8% | -$1,837 | 减仓 |
| — | SPROTT FDS TR | $1.06万 | 0.00% | 361 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN | $1.06万 | 0.00% | 1,000 | -9,438 | -90.4% | -$9.97万 | 减仓 |
| BUFP | PGIM ROCK ETF TR | $1.06万 | 0.00% | 355 | 355 | — | $1.06万 | 新建仓 |
| XONE | BONDBLOXX ETF TRUST | $1.05万 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| GMOI | GMO ETF TRUST | $1.05万 | 0.00% | 291 | 291 | — | $1.05万 | 新建仓 |
| — | FIDELITY COVINGTON TRUST | $1.05万 | 0.00% | 217 | 0 | 0.0% | — | 不变 |
| IDLV | INVESCO EXCH TRADED FD TR II | $1.05万 | 0.00% | 306 | 3 | 1.0% | $103 | 加仓 |
| UPST | UPSTART HLDGS INC | $1.05万 | 0.00% | 409 | -610 | -59.9% | -$1.56万 | 减仓 |
| — | FLEXSHARES TR | $1.05万 | 0.00% | 251 | 0 | 0.0% | — | 不变 |
| LILAK | LIBERTY LATIN AMERICA LTD | $1.05万 | 0.00% | 1,185 | 35 | 3.0% | $309 | 加仓 |
| IPAR | INTERPARFUMS INC | $1.04万 | 0.00% | 115 | -220 | -65.7% | -$2.00万 | 减仓 |
| QVAL | EA SERIES TRUST | $1.04万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | HOME FED BANCORP INC LA NEW | $1.04万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $1.04万 | 0.00% | 387 | 76 | 24.4% | $2,035 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1.03万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $1.03万 | 0.00% | 918 | -5 | -0.5% | -$56 | 减仓 |
| MLAB | MESA LABS INC | $1.03万 | 0.00% | 117 | 117 | — | $1.03万 | 新建仓 |
| FPI | FARMLAND PARTNERS INC | $1.03万 | 0.00% | 920 | -1,455 | -61.3% | -$1.63万 | 减仓 |
| IX | ORIX CORP | $1.03万 | 0.00% | 344 | 84 | 32.3% | $2,519 | 加仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $1.03万 | 0.00% | 436 | -162 | -27.1% | -$3,832 | 减仓 |
| NNE | NANO NUCLEAR ENERGY INC | $1.02万 | 0.00% | 499 | 210 | 72.7% | $4,301 | 加仓 |
| EWI | ISHARES INC | $1.02万 | 0.00% | 191 | -88 | -31.5% | -$4,701 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $1.02万 | 0.00% | 475 | 9 | 1.9% | $193 | 加仓 |
| SION | SIONNA THERAPEUTICS INC | $1.02万 | 0.00% | 254 | 254 | — | $1.02万 | 新建仓 |
| — | TIDAL TRUST I | $1.02万 | 0.00% | 241 | 45 | 23.0% | $1,899 | 加仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $1.02万 | 0.00% | 400 | -9,718 | -96.0% | -$24.70万 | 减仓 |
| ELVA | ELECTROVAYA INC | $1.02万 | 0.00% | 1,300 | 1,300 | — | $1.02万 | 新建仓 |
| — | HARTFORD FDS EXCHANGE TRADED | $1.01万 | 0.00% | 373 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC | $1.01万 | 0.00% | 71 | 60 | 545.5% | $8,566 | 加仓 |
| — | ALPS ETF TR | $1.01万 | 0.00% | 302 | 0 | 0.0% | — | 不变 |
| QDEL | QUIDELORTHO CORP | $1.01万 | 0.00% | 615 | -600 | -49.4% | -$9,858 | 减仓 |
| — | STRATEGY SHS | $1.01万 | 0.00% | 462 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $1.01万 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| CMPS | COMPASS PATHWAYS PLC | $1.01万 | 0.00% | 1,820 | 720 | 65.5% | $3,982 | 加仓 |
| — | TEUCRIUM COMMODITY TR | $1.01万 | 0.00% | 964 | 559 | 138.0% | $5,836 | 加仓 |
| — | TIDAL TRUST II | $1.00万 | 0.00% | 1,019 | 0 | 0.0% | — | 不变 |
| CNH | CNH INDL N V | $1.00万 | 0.00% | 913 | 93 | 11.3% | $1,023 | 加仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $1.00万 | 0.00% | 1,631 | -134 | -7.6% | -$823 | 减仓 |
| RDW | REDWIRE CORPORATION | $9,988 | 0.00% | 1,175 | 1,173 | 58,650.0% | $9,971 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $9,975 | 0.00% | 562 | 0 | 0.0% | — | 不变 |
| — | WSTRN AST GLBL CORP OPP FD I | $9,964 | 0.00% | 926 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $9,920 | 0.00% | 1,915 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $9,919 | 0.00% | 250 | 250 | — | $9,919 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $9,908 | 0.00% | 100 | 100 | — | $9,908 | 新建仓 |
| RXO | RXO INC | $9,869 | 0.00% | 675 | -385 | -36.3% | -$5,629 | 减仓 |
| DLS | WISDOMTREE TR | $9,780 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SPBU | AIM ETF PRODUCTS TRUST | $9,754 | 0.00% | 359 | 359 | — | $9,754 | 新建仓 |
| — | BITFARMS LTD | $9,750 | 0.00% | 5,000 | 2,959 | 145.0% | $5,770 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $9,743 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| XPH | SPDR SERIES TRUST | $9,682 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $9,678 | 0.00% | 600 | 600 | — | $9,678 | 新建仓 |
| — | HARBOR ETF TRUST | $9,674 | 0.00% | 330 | 29 | 9.6% | $850 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $9,616 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| IGOV | ISHARES TR | $9,608 | 0.00% | 234 | 38 | 19.4% | $1,560 | 加仓 |
| — | LIBERTY BROADBAND CORP | $9,608 | 0.00% | 191 | 103 | 117.0% | $5,181 | 加仓 |
| RCI | ROGERS COMMUNICATIONS INC | $9,574 | 0.00% | 249 | 91 | 57.6% | $3,499 | 加仓 |
| — | TOUCHSTONE ETF TRUST | $9,553 | 0.00% | 409 | 409 | — | $9,553 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $9,529 | 0.00% | 344 | 344 | — | $9,529 | 新建仓 |
| QQH | NORTHERN LTS FD TR III | $9,497 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| BRZE | BRAZE INC | $9,444 | 0.00% | 400 | 400 | — | $9,444 | 新建仓 |
| FNK | FIRST TR EXCHANGE-TRADED ALP | $9,417 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $9,405 | 0.00% | 500 | 189 | 60.8% | $3,555 | 加仓 |
| SBLK | STAR BULK CARRIERS CORP. | $9,363 | 0.00% | 408 | 402 | 6,700.0% | $9,225 | 加仓 |
| FLO | FLOWERS FOODS INC | $9,356 | 0.00% | 1,148 | 161 | 16.3% | $1,312 | 加仓 |
| M | MACYS INC | $9,262 | 0.00% | 512 | -118 | -18.7% | -$2,135 | 减仓 |
| YPF | YPF SOCIEDAD ANONIMA | $9,244 | 0.00% | 200 | 200 | — | $9,244 | 新建仓 |
| BLKB | BLACKBAUD INC | $9,228 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| SNN | SMITH & NEPHEW PLC | $9,188 | 0.00% | 289 | 16 | 5.9% | $509 | 加仓 |
| — | AMPLIFY ETF TR | $9,173 | 0.00% | 398 | 0 | 0.0% | — | 不变 |
| VET | VERMILION ENERGY INC | $9,126 | 0.00% | 662 | 558 | 536.5% | $7,692 | 加仓 |
| GLNG | GOLAR LNG LTD | $9,090 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| EMBJ | EMBRAER S.A. | $9,079 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| EC | ECOPETROL S A | $9,059 | 0.00% | 604 | 604 | — | $9,059 | 新建仓 |