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 |
|---|---|---|---|---|---|---|---|---|
| MO | ALTRIA GROUP INC | $1,134.48万 | 0.06% | 171,918 | 22,725 | 15.2% | $149.96万 | 加仓 |
| OKE | ONEOK INC NEW | $1,128.45万 | 0.06% | 124,842 | 7,395 | 6.3% | $66.84万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,119.92万 | 0.06% | 56,622 | -5,026 | -8.2% | -$99.41万 | 减仓 |
| SHV | ISHARES TR | $1,116.13万 | 0.06% | 101,108 | 13,718 | 15.7% | $151.43万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,108.00万 | 0.06% | 401,960 | 46,615 | 13.1% | $128.49万 | 加仓 |
| ZTS | ZOETIS INC | $1,107.80万 | 0.06% | 93,714 | 62,703 | 202.2% | $741.21万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $1,107.67万 | 0.06% | 67,714 | 41,110 | 154.5% | $672.48万 | 加仓 |
| GRNY | TIDAL TRUST I | $1,103.20万 | 0.06% | 462,170 | 50,472 | 12.3% | $120.48万 | 加仓 |
| VKTX | VIKING THERAPEUTICS INC | $1,100.65万 | 0.06% | 338,246 | 21,995 | 7.0% | $71.57万 | 加仓 |
| EFG | ISHARES TR | $1,098.93万 | 0.06% | 98,674 | 61,400 | 164.7% | $683.81万 | 加仓 |
| MGK | VANGUARD WORLD FD | $1,080.43万 | 0.06% | 29,404 | 1,922 | 7.0% | $70.62万 | 加仓 |
| GFF | GRIFFON CORP | $1,063.32万 | 0.05% | 146,301 | 61,248 | 72.0% | $445.15万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $1,053.26万 | 0.05% | 37,118 | 16,102 | 76.6% | $456.91万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,053.08万 | 0.05% | 140,224 | 15,072 | 12.0% | $113.19万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,047.50万 | 0.05% | 75,160 | 3,796 | 5.3% | $52.90万 | 加仓 |
| CTAS | CINTAS CORP | $1,043.63万 | 0.05% | 61,702 | -604 | -1.0% | -$10.22万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,038.30万 | 0.05% | 322,924 | 322,924 | — | $1,038.30万 | 新建仓 |
| VIGI | VANGUARD WHITEHALL FDS | $1,035.34万 | 0.05% | 117,040 | 11,956 | 11.4% | $105.76万 | 加仓 |
| IYW | ISHARES TR | $1,029.00万 | 0.05% | 56,719 | -15,938 | -21.9% | -$289.15万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $1,024.00万 | 0.05% | 306,863 | 7,041 | 2.3% | $23.50万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,023.93万 | 0.05% | 61,794 | 7,125 | 13.0% | $118.06万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,020.94万 | 0.05% | 110,063 | -1,382 | -1.2% | -$12.82万 | 减仓 |
| UITB | VICTORY PORTFOLIOS II | $1,010.46万 | 0.05% | 214,913 | 214,713 | 107,356.5% | $1,009.52万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $1,010.17万 | 0.05% | 350,146 | 132,563 | 60.9% | $382.44万 | 加仓 |
| MINT | PIMCO ETF TR | $1,008.39万 | 0.05% | 100,267 | 115 | 0.1% | $1.16万 | 加仓 |
| SPYI | NEOS ETF TRUST | $1,004.31万 | 0.05% | 203,426 | 201,063 | 8,508.8% | $992.65万 | 加仓 |
| CGHM | CAPITAL GRP FIXED INCM ETF T | $1,004.15万 | 0.05% | 396,584 | 37,887 | 10.6% | $95.93万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,002.36万 | 0.05% | 50,550 | 6,603 | 15.0% | $130.93万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $1,002.11万 | 0.05% | 297,008 | 294,915 | 14,090.5% | $995.04万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,001.53万 | 0.05% | 192,861 | -6,859 | -3.4% | -$35.62万 | 减仓 |
| PTNQ | PACER FDS TR | $996.94万 | 0.05% | 136,641 | -3,265 | -2.3% | -$23.82万 | 减仓 |
| IJT | ISHARES TR | $989.20万 | 0.05% | 68,357 | 2,722 | 4.1% | $39.39万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $989.20万 | 0.05% | 196,386 | -2,664 | -1.3% | -$13.42万 | 减仓 |
| STE | STERIS PLC | $982.14万 | 0.05% | 44,415 | 15,001 | 51.0% | $331.71万 | 加仓 |
| VIOG | VANGUARD ADMIRAL FDS INC | $972.11万 | 0.05% | 78,106 | 802 | 1.0% | $9.98万 | 加仓 |
| NLR | VANECK ETF TRUST | $968.86万 | 0.05% | 72,743 | 14,840 | 25.6% | $197.65万 | 加仓 |
| ISPY | PROSHARES TR | $968.75万 | 0.05% | 223,472 | 6,411 | 3.0% | $27.79万 | 加仓 |
| CTRE | CARETRUST REIT INC | $967.08万 | 0.05% | 263,868 | 8,796 | 3.4% | $32.24万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $965.95万 | 0.05% | 358,691 | 57,921 | 19.3% | $155.98万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $964.53万 | 0.05% | 287,663 | 15,724 | 5.8% | $52.72万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $952.17万 | 0.05% | 32,525 | 9,068 | 38.7% | $265.47万 | 加仓 |
| — | SPDR INDEX SHS FDS | $948.99万 | 0.05% | 66,299 | 16,717 | 33.7% | $239.28万 | 加仓 |
| BX | BLACKSTONE INC | $946.71万 | 0.05% | 82,329 | -18,811 | -18.6% | -$216.31万 | 减仓 |
| ECL | ECOLAB INC | $938.10万 | 0.05% | 35,264 | 9,851 | 38.8% | $262.06万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $934.92万 | 0.05% | 13,703 | 1,775 | 14.9% | $121.10万 | 加仓 |
| GPN | GLOBAL PMTS INC | $932.88万 | 0.05% | 138,616 | 32,795 | 31.0% | $220.71万 | 加仓 |
| GDX | VANECK ETF TRUST | $924.40万 | 0.05% | 100,730 | 2,744 | 2.8% | $25.18万 | 加仓 |
| PFFA | ETFIS SER TR I | $922.15万 | 0.05% | 452,923 | 45,413 | 11.1% | $92.46万 | 加仓 |
| EDIV | SPDR INDEX SHS FDS | $918.51万 | 0.05% | 232,651 | 58,300 | 33.4% | $230.17万 | 加仓 |
| USTB | VICTORY PORTFOLIOS II | $912.58万 | 0.05% | 180,424 | 130,578 | 262.0% | $660.46万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $907.44万 | 0.05% | 32,657 | 6,983 | 27.2% | $194.04万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $906.85万 | 0.05% | 202,783 | -757 | -0.4% | -$3.39万 | 减仓 |
| D | DOMINION ENERGY INC | $900.78万 | 0.05% | 145,711 | -12,903 | -8.1% | -$79.77万 | 减仓 |
| FCG | FIRST TR EXCHANGE-TRADED FD | $900.29万 | 0.05% | 284,091 | 252,787 | 807.5% | $801.08万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $896.71万 | 0.05% | 75,588 | -6,520 | -7.9% | -$77.35万 | 减仓 |
| EMR | EMERSON ELEC CO | $884.31万 | 0.05% | 67,494 | -16,625 | -19.8% | -$217.82万 | 减仓 |
| FDV | FEDERATED HERMES ETF TRUST | $882.85万 | 0.05% | 286,638 | 15,452 | 5.7% | $47.59万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $879.62万 | 0.04% | 20,712 | -17,809 | -46.2% | -$756.33万 | 减仓 |
| EFAA | INVESCO ACTIVELY MANAGED EXC | $877.25万 | 0.04% | 166,335 | 33,715 | 25.4% | $177.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $868.74万 | 0.04% | 35,160 | -1,151 | -3.2% | -$28.44万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $867.01万 | 0.04% | 150,418 | -1,891 | -1.2% | -$10.90万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $863.61万 | 0.04% | 184,098 | 64,111 | 53.4% | $300.75万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $852.72万 | 0.04% | 143,193 | -20,713 | -12.6% | -$123.35万 | 减仓 |
| PTLC | PACER FDS TR | $851.91万 | 0.04% | 162,392 | 1,344 | 0.8% | $7.05万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $849.75万 | 0.04% | 144,565 | 8,343 | 6.1% | $49.04万 | 加仓 |
| IHDG | WISDOMTREE TR | $841.56万 | 0.04% | 174,778 | 9,103 | 5.5% | $43.83万 | 加仓 |
| CWB | SPDR SERIES TRUST | $839.17万 | 0.04% | 91,693 | -672 | -0.7% | -$6.15万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $838.16万 | 0.04% | 40,988 | 3,167 | 8.4% | $64.76万 | 加仓 |
| BP | BP PLC | $837.74万 | 0.04% | 178,243 | 126,891 | 247.1% | $596.39万 | 加仓 |
| TPR | TAPESTRY INC | $835.42万 | 0.04% | 59,204 | -4,359 | -6.9% | -$61.51万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $831.56万 | 0.04% | 166,479 | 5,297 | 3.3% | $26.46万 | 加仓 |
| IJS | ISHARES TR | $828.70万 | 0.04% | 69,962 | -1,046 | -1.5% | -$12.39万 | 减仓 |
| — | TOUCHSTONE ETF TRUST | $820.35万 | 0.04% | 209,190 | 8,484 | 4.2% | $33.27万 | 加仓 |
| CI | THE CIGNA GROUP | $820.04万 | 0.04% | 30,742 | 14,120 | 84.9% | $376.65万 | 加仓 |
| BBY | BEST BUY INC | $819.89万 | 0.04% | 127,709 | 43,399 | 51.5% | $278.62万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $817.76万 | 0.04% | 154,937 | 10,713 | 7.4% | $56.54万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $816.69万 | 0.04% | 230,444 | -36,090 | -13.5% | -$127.90万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $814.44万 | 0.04% | 245,979 | 4,488 | 1.9% | $14.86万 | 加仓 |
| KR | KROGER CO | $807.68万 | 0.04% | 111,619 | 24,075 | 27.5% | $174.21万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $797.66万 | 0.04% | 17,863 | 499 | 2.9% | $22.28万 | 加仓 |
| COPX | GLOBAL X FDS | $790.97万 | 0.04% | 103,598 | 15,223 | 17.2% | $116.23万 | 加仓 |
| AMLP | ALPS ETF TR | $790.92万 | 0.04% | 150,251 | 9,733 | 6.9% | $51.23万 | 加仓 |
| IMCG | ISHARES TR | $783.59万 | 0.04% | 99,479 | 3,175 | 3.3% | $25.01万 | 加仓 |
| GL | GLOBE LIFE INC | $779.42万 | 0.04% | 56,005 | 32,314 | 136.4% | $449.71万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $778.21万 | 0.04% | 116,029 | -86 | -0.1% | -$5,768 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $778.19万 | 0.04% | 147,245 | -8,606 | -5.5% | -$45.48万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $775.05万 | 0.04% | 430,105 | -61,482 | -12.5% | -$110.79万 | 减仓 |
| USHY | ISHARES TR | $773.97万 | 0.04% | 210,090 | -6,899 | -3.2% | -$25.42万 | 减仓 |
| EEM | ISHARES TR | $768.45万 | 0.04% | 135,314 | 58,495 | 76.1% | $332.19万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $767.88万 | 0.04% | 122,508 | -8,101 | -6.2% | -$50.78万 | 减仓 |
| — | INVESCO CURRENCYSHARES SWISS | $763.22万 | 0.04% | 69,126 | 69,126 | — | $763.22万 | 新建仓 |
| SSUS | STRATEGY SHS | $760.26万 | 0.04% | 162,848 | -6,471 | -3.8% | -$30.21万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $755.68万 | 0.04% | 29,032 | 851 | 3.0% | $22.15万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $755.00万 | 0.04% | 207,702 | 33,834 | 19.5% | $122.99万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $751.55万 | 0.04% | 80,243 | 4,624 | 6.1% | $43.31万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $751.37万 | 0.04% | 47,788 | 8,024 | 20.2% | $126.16万 | 加仓 |
| IQQQ | PROSHARES TR | $751.02万 | 0.04% | 180,137 | 4,791 | 2.7% | $19.97万 | 加仓 |
| PGR | PROGRESSIVE CORP | $750.76万 | 0.04% | 37,871 | 19,769 | 109.2% | $391.90万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $747.72万 | 0.04% | 106,270 | 2,540 | 2.4% | $17.87万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $744.38万 | 0.04% | 22,759 | 2,326 | 11.4% | $76.08万 | 加仓 |