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 |
|---|---|---|---|---|---|---|---|---|
| AMBA | AMBARELLA INC | $9,008 | 0.00% | 175 | -350 | -66.7% | -$1.80万 | 减仓 |
| BXP | BXP INC | $8,979 | 0.00% | 173 | -619 | -78.2% | -$3.21万 | 减仓 |
| COCO | VITA COCO CO INC | $8,959 | 0.00% | 187 | 35 | 23.0% | $1,677 | 加仓 |
| — | WISDOMTREE TR | $8,944 | 0.00% | 225 | 225 | — | $8,944 | 新建仓 |
| NB | NIOCORP DEVS LTD | $8,920 | 0.00% | 2,000 | -100 | -4.8% | -$446 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $8,884 | 0.00% | 48 | 7 | 17.1% | $1,296 | 加仓 |
| — | NUVALENT INC | $8,811 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $8,802 | 0.00% | 2,405 | -5,120 | -68.0% | -$1.87万 | 减仓 |
| BFS | SAUL CTRS INC | $8,797 | 0.00% | 270 | 0 | 0.0% | — | 不变 |
| — | SYNTEC OPTICS HLDGS INC | $8,788 | 0.00% | 1,250 | -1,150 | -47.9% | -$8,085 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $8,774 | 0.00% | 50 | 50 | — | $8,774 | 新建仓 |
| APPN | APPIAN CORP | $8,680 | 0.00% | 360 | -100 | -21.7% | -$2,411 | 减仓 |
| SNDR | SCHNEIDER NATIONAL INC | $8,672 | 0.00% | 329 | 0 | 0.0% | — | 不变 |
| TSI | TCW STRATEGIC INCOME FD INC | $8,634 | 0.00% | 1,923 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $8,621 | 0.00% | 202 | -16,307 | -98.8% | -$69.60万 | 减仓 |
| AN | AUTONATION INC | $8,591 | 0.00% | 44 | 16 | 57.1% | $3,124 | 加仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $8,578 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| PANL | PANGAEA LOGISTICS SOLUTION L | $8,496 | 0.00% | 1,200 | 1,200 | — | $8,496 | 新建仓 |
| RNA | ATRIUM THERAPEUTICS INC | $8,490 | 0.00% | 635 | 635 | — | $8,490 | 新建仓 |
| MANU | MANCHESTER UTD PLC NEW | $8,410 | 0.00% | 500 | 500 | — | $8,410 | 新建仓 |
| REET | ISHARES TR | $8,400 | 0.00% | 334 | 19 | 6.0% | $478 | 加仓 |
| KBR | KBR INC | $8,367 | 0.00% | 227 | 87 | 62.1% | $3,207 | 加仓 |
| UNF | UNIFIRST CORP MASS | $8,302 | 0.00% | 33 | 1 | 3.1% | $252 | 加仓 |
| — | PROSHARES TR | $8,300 | 0.00% | 156 | -225 | -59.1% | -$1.20万 | 减仓 |
| — | WESTERN ASSET GBL HIGH INC F | $8,284 | 0.00% | 1,404 | 0 | 0.0% | — | 不变 |
| SLQD | ISHARES TR | $8,230 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $8,214 | 0.00% | 65 | 0 | 0.0% | — | 不变 |
| UCO | PROSHARES TR II | $8,214 | 0.00% | 209 | 209 | — | $8,214 | 新建仓 |
| AGM | FEDERAL AGRIC MTG CORP | $8,159 | 0.00% | 55 | 42 | 323.1% | $6,231 | 重新持有 |
| OPK | OPKO HEALTH INC | $8,105 | 0.00% | 7,110 | 0 | 0.0% | — | 不变 |
| — | PINEAPPLE FINANCIAL INC | $8,089 | 0.00% | 12,633 | 0 | 0.0% | — | 不变 |
| MUX | MCEWEN INC. | $8,086 | 0.00% | 396 | 396 | — | $8,086 | 新建仓 |
| RR | RICHTECH ROBOTICS INC | $8,080 | 0.00% | 3,866 | 3,092 | 399.5% | $6,462 | 加仓 |
| — | PUTNAM ETF TRUST | $8,055 | 0.00% | 1,034 | 1,034 | — | $8,055 | 新建仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $8,001 | 0.00% | 925 | -500 | -35.1% | -$4,325 | 减仓 |
| — | SAN JUAN BASIN RTY TR | $7,996 | 0.00% | 1,662 | 220 | 15.3% | $1,058 | 加仓 |
| IMAX | IMAX CORP | $7,982 | 0.00% | 210 | 210 | — | $7,982 | 新建仓 |
| — | GREENE CNTY BANCORP INC | $7,956 | 0.00% | 355 | 0 | 0.0% | — | 不变 |
| ARQQ | ARQIT QUANTUM INC | $7,950 | 0.00% | 600 | -100 | -14.3% | -$1,325 | 重新持有 |
| FOR | FORESTAR GROUP INC | $7,943 | 0.00% | 325 | 0 | 0.0% | — | 不变 |
| CRML | CRITICAL METALS CORP | $7,940 | 0.00% | 1,000 | 1,000 | — | $7,940 | 新建仓 |
| BF/A | BROWN FORMAN CORP | $7,903 | 0.00% | 295 | 295 | — | $7,903 | 新建仓 |
| — | AMPLIFY ETF TR | $7,869 | 0.00% | 114 | 0 | 0.0% | — | 不变 |
| — | SUPERIOR GROUP OF CO INC | $7,854 | 0.00% | 773 | 0 | 0.0% | — | 不变 |
| BL | BLACKLINE INC | $7,844 | 0.00% | 212 | 0 | 0.0% | — | 不变 |
| JIG | J P MORGAN EXCHANGE TRADED F | $7,795 | 0.00% | 105 | 105 | — | $7,795 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $7,778 | 0.00% | 509 | 0 | 0.0% | — | 不变 |
| — | FIDELITY COVINGTON TRUST | $7,777 | 0.00% | 235 | 45 | 23.7% | $1,489 | 加仓 |
| JMSI | J P MORGAN EXCHANGE TRADED F | $7,761 | 0.00% | 156 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $7,748 | 0.00% | 76 | -10 | -11.6% | -$1,019 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $7,732 | 0.00% | 331 | 0 | 0.0% | — | 不变 |
| OPFI | OPPFI INC | $7,710 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SPEU | SPDR INDEX SHS FDS | $7,686 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC | $7,677 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| — | BRANDYWINEGBL GBL INCM OPP F | $7,670 | 0.00% | 1,000 | -3,397 | -77.3% | -$2.61万 | 减仓 |
| LDUR | PIMCO ETF TR | $7,666 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| TILE | INTERFACE INC | $7,646 | 0.00% | 307 | 0 | 0.0% | — | 不变 |
| — | COLUMBIA ETF TR II | $7,641 | 0.00% | 139 | 0 | 0.0% | — | 不变 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $7,601 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| — | VERIS RESIDENTIAL INC | $7,567 | 0.00% | 401 | 401 | — | $7,567 | 新建仓 |
| — | HANCOCK JOHN PFD INCOME FD I | $7,566 | 0.00% | 531 | 7 | 1.3% | $100 | 加仓 |
| CASS | CASS INFORMATION SYS INC | $7,483 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| — | CARILLON SER TR | $7,478 | 0.00% | 300 | -600 | -66.7% | -$1.50万 | 减仓 |
| NMAX | NEWSMAX INC | $7,449 | 0.00% | 1,427 | 1,000 | 234.2% | $5,220 | 加仓 |
| BKH | BLACK HILLS CORP | $7,427 | 0.00% | 107 | 0 | 0.0% | — | 不变 |
| FFBC | 1ST FINL BANCORP | $7,416 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| SOBO | SOUTH BOW CORP | $7,385 | 0.00% | 222 | -67 | -23.2% | -$2,229 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $7,298 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $7,276 | 0.00% | 1,568 | -309 | -16.5% | -$1,434 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $7,274 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $7,253 | 0.00% | 327 | -4,846 | -93.7% | -$10.75万 | 减仓 |
| — | TELEFONICA S A | $7,211 | 0.00% | 1,649 | 0 | 0.0% | — | 不变 |
| PSEC | PROSPECT CAP CORP | $7,207 | 0.00% | 2,761 | -1,597 | -36.6% | -$4,169 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $7,204 | 0.00% | 308 | -3,656 | -92.2% | -$8.55万 | 减仓 |
| — | MORGAN STANLEY INDIA INVT FD | $7,203 | 0.00% | 350 | -1,000 | -74.1% | -$2.06万 | 减仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $7,203 | 0.00% | 110 | 7 | 6.8% | $458 | 加仓 |
| HFRO | HIGHLAND OPPS & INCOME FD | $7,200 | 0.00% | 1,261 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $7,193 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| — | WALDENCAST PLC | $7,123 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| — | VIRTUS ETF TR II | $7,120 | 0.00% | 331 | 69 | 26.3% | $1,484 | 加仓 |
| CAC | CAMDEN NATL CORP | $7,118 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | EA SERIES TRUST | $7,100 | 0.00% | 198 | 198 | — | $7,100 | 新建仓 |
| — | LOANDEPOT INC | $7,100 | 0.00% | 5,000 | 5,000 | — | $7,100 | 新建仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $7,089 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| — | HARBOR ETF TRUST | $7,085 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| CARG | CARGURUS INC | $7,082 | 0.00% | 208 | -1,473 | -87.6% | -$5.02万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $7,075 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $7,058 | 0.00% | 64 | -11 | -14.7% | -$1,213 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $7,034 | 0.00% | 155 | 0 | 0.0% | — | 不变 |
| EMBD | GLOBAL X FDS | $7,029 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $7,016 | 0.00% | 5,898 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $7,007 | 0.00% | 286 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC | $7,005 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC | $7,004 | 0.00% | 100 | 100 | — | $7,004 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $6,995 | 0.00% | 327 | 0 | 0.0% | — | 不变 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $6,987 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| — | ABRDN GLOBAL INCOME FUND INC | $6,984 | 0.00% | 2,217 | 223 | 11.2% | $702 | 加仓 |
| BKCH | GLOBAL X FDS | $6,980 | 0.00% | 125 | 125 | — | $6,980 | 新建仓 |
| APLE | APPLE HOSPITALITY REIT INC | $6,952 | 0.00% | 604 | -1,676 | -73.5% | -$1.93万 | 减仓 |
| — | LIBERTY MEDIA CORP DEL | $6,921 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |