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 |
|---|---|---|---|---|---|---|---|---|
| — | CHEESECAKE FACTORY INC | $6,888 | 0.00% | 7,000 | 0 | 0.0% | — | 不变 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $6,873 | 0.00% | 435 | -104 | -19.3% | -$1,643 | 减仓 |
| COMT | ISHARES U S ETF TR | $6,863 | 0.00% | 203 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHANGE-TRADED FD | $6,835 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| — | TIDAL TRUST II | $6,800 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| — | IRONWOOD PHARMACEUTICALS INC | $6,797 | 0.00% | 7,000 | 7,000 | — | $6,797 | 新建仓 |
| — | ISHARES TR | $6,792 | 0.00% | 262 | -5 | -1.9% | -$130 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $6,789 | 0.00% | 438 | 0 | 0.0% | — | 不变 |
| DCOM | DIME CMNTY BANCSHARES INC | $6,764 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $6,762 | 0.00% | 149 | 0 | 0.0% | — | 不变 |
| — | ASCENT INDUSTRIES CO | $6,761 | 0.00% | 508 | 0 | 0.0% | — | 不变 |
| — | TORTOISE CAPITAL SERIES TRUS | $6,761 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| PSNY | POLESTAR AUTOMOTIVE HLDG UK | $6,742 | 0.00% | 366 | 0 | 0.0% | — | 不变 |
| BGS | B & G FOODS INC | $6,739 | 0.00% | 1,401 | 880 | 168.9% | $4,233 | 加仓 |
| CHH | CHOICE HOTELS INTL INC | $6,728 | 0.00% | 65 | -228 | -77.8% | -$2.36万 | 减仓 |
| MMS | MAXIMUS INC | $6,682 | 0.00% | 104 | -75 | -41.9% | -$4,819 | 减仓 |
| — | LISTED FDS TR | $6,639 | 0.00% | 216 | 63 | 41.2% | $1,936 | 加仓 |
| GOOS | CANADA GOOSE HLDGS INC | $6,626 | 0.00% | 604 | -831 | -57.9% | -$9,116 | 减仓 |
| — | SPDR SERIES TRUST | $6,572 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $6,510 | 0.00% | 469 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC | $6,480 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP | $6,466 | 0.00% | 1,440 | 0 | 0.0% | — | 不变 |
| MNRO | MONRO INC | $6,416 | 0.00% | 400 | -6 | -1.5% | -$96 | 减仓 |
| BKAG | BNY MELLON ETF TRUST | $6,414 | 0.00% | 152 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS | $6,405 | 0.00% | 244 | 52 | 27.1% | $1,365 | 加仓 |
| — | GRABAGUN DIGITAL HLDGS INC | $6,402 | 0.00% | 2,127 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOM FD | $6,368 | 0.00% | 1,600 | -2,863 | -64.1% | -$1.14万 | 减仓 |
| METC | RAMACO RES INC | $6,343 | 0.00% | 410 | 185 | 82.2% | $2,862 | 加仓 |
| WGS | GENEDX HOLDINGS CORP | $6,294 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| — | OPTIMIZERX CORP | $6,280 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR | $6,181 | 0.00% | 1,020 | 0 | 0.0% | — | 不变 |
| RFV | INVESCO EXCHANGE TRADED FD T | $6,169 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $6,168 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| EWN | ISHARES INC | $6,096 | 0.00% | 106 | -25 | -19.1% | -$1,438 | 减仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $6,083 | 0.00% | 422 | 62 | 17.2% | $894 | 加仓 |
| AGX | ARGAN INC | $5,991 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVIV | AMERICAN CENTY ETF TR | $5,986 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $5,960 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| VVX | V2X INC | $5,960 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| ZURA | ZURA BIO LTD | $5,950 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $5,946 | 0.00% | 100 | 17 | 20.5% | $1,011 | 加仓 |
| FLNC | FLUENCE ENERGY INC | $5,931 | 0.00% | 431 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $5,916 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $5,901 | 0.00% | 126 | -5 | -3.8% | -$234 | 减仓 |
| LEN/B | LENNAR CORP | $5,888 | 0.00% | 70 | 4 | 6.1% | $336 | 加仓 |
| CENX | CENTURY ALUM CO | $5,869 | 0.00% | 100 | 50 | 100.0% | $2,934 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $5,865 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| CNMD | CONMED CORP | $5,808 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| PXF | INVESCO EXCH TRADED FD TR II | $5,802 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ARCO | ARCOS DORADOS HLDGS INC | $5,775 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | SPROTT FDS TR | $5,751 | 0.00% | 161 | 85 | 111.8% | $3,036 | 加仓 |
| — | SURF AIR MOBILITY INC | $5,750 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $5,721 | 0.00% | 226 | 2 | 0.9% | $51 | 加仓 |
| — | ABRDN GLOBAL DYNAMIC DIVIDEN | $5,713 | 0.00% | 529 | 0 | 0.0% | — | 不变 |
| CRK | COMSTOCK RES INC | $5,649 | 0.00% | 268 | -15 | -5.3% | -$316 | 减仓 |
| MYRG | MYR GROUP INC | $5,646 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| CNX | CNX RES CORP | $5,628 | 0.00% | 146 | 86 | 143.3% | $3,315 | 重新持有 |
| — | AMPLIFY ETF TR | $5,620 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MFUS | PIMCO EQUITY SER | $5,548 | 0.00% | 95 | -7,014 | -98.7% | -$40.96万 | 减仓 |
| — | MICROBOT MED INC | $5,543 | 0.00% | 2,300 | 1,000 | 76.9% | $2,410 | 加仓 |
| BDC | BELDEN INC | $5,512 | 0.00% | 48 | 48 | — | $5,512 | 新建仓 |
| — | SS INNOVATIONS INTERNATIONAL | $5,500 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $5,478 | 0.00% | 430 | -160 | -27.1% | -$2,038 | 减仓 |
| BITO | PROSHARES TR | $5,465 | 0.00% | 587 | -200 | -25.4% | -$1,862 | 减仓 |
| — | SPDR SERIES TRUST | $5,424 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X FDS | $5,419 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BOOT | BOOT BARN HLDGS INC | $5,416 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC | $5,397 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| NG | NOVAGOLD RESOURCES INC | $5,388 | 0.00% | 600 | 200 | 50.0% | $1,796 | 加仓 |
| DCO | DUCOMMUN INC DEL | $5,368 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| AMCX | AMC NETWORKS INC | $5,364 | 0.00% | 790 | 760 | 2,533.3% | $5,160 | 加仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $5,337 | 0.00% | 91 | 0 | 0.0% | — | 不变 |
| DWX | SPDR INDEX SHS FDS | $5,290 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| BSCX | INVESCO EXCH TRD SLF IDX FD | $5,288 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| EUHY | ISHARES INC | $5,246 | 0.00% | 100 | 100 | — | $5,246 | 新建仓 |
| AVTR | AVANTOR INC | $5,245 | 0.00% | 669 | -14,399 | -95.6% | -$11.29万 | 减仓 |
| — | ELME COMMUNITIES | $5,240 | 0.00% | 2,607 | 0 | 0.0% | — | 不变 |
| FNDC | SCHWAB STRATEGIC TR | $5,239 | 0.00% | 113 | 0 | 0.0% | — | 不变 |
| — | TENAYA THERAPEUTICS INC | $5,233 | 0.00% | 7,558 | 7,558 | — | $5,233 | 新建仓 |
| LLYVA | LIBERTY LIVE HOLDINGS INC | $5,224 | 0.00% | 57 | 39 | 216.7% | $3,574 | 加仓 |
| — | WISDOMTREE TR | $5,218 | 0.00% | 275 | -18,495 | -98.5% | -$35.09万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $5,190 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | PENNYMAC CORP | $5,190 | 0.00% | 5,000 | 5,000 | — | $5,190 | 新建仓 |
| OPLN | OPENLANE INC | $5,130 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| WING | WINGSTOP INC | $5,114 | 0.00% | 33 | -56 | -62.9% | -$8,678 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $5,085 | 0.00% | 124 | -270 | -68.5% | -$1.11万 | 减仓 |
| PRFD | PIMCO ETF TR | $5,067 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LBTYK | LIBERTY GLOBAL LTD | $5,067 | 0.00% | 432 | 201 | 87.0% | $2,358 | 加仓 |
| — | INNOVIZ TECHNOLOGIES LTD | $5,060 | 0.00% | 8,000 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $5,059 | 0.00% | 537 | 537 | — | $5,059 | 新建仓 |
| — | REDWOOD TRUST INC | $5,050 | 0.00% | 5,000 | 5,000 | — | $5,050 | 新建仓 |
| ABM | ABM INDS INC | $5,046 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| OXM | OXFORD INDS INC | $5,045 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP | $5,037 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| — | SIREN ETF TR | $5,017 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| FXE | INVESCO CURRENCYSHARES EURO | $5,014 | 0.00% | 47 | 47 | — | $5,014 | 新建仓 |
| MATV | MATIV HOLDINGS INC | $5,003 | 0.00% | 575 | 0 | 0.0% | — | 不变 |
| EGHT | 8X8 INC NEW | $4,980 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $4,961 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $4,921 | 0.00% | 65 | 0 | 0.0% | — | 不变 |