13F 机构持仓

Steward Partners Investment Advisory, LLC

STAMFORD CT · SEC CIK 0001723397

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$195.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 3.4%
AAPL 3.2%
IVV 2.3%
GOOGL 2.3%
AMZN 2.1%
MSFT 2.0%
META 2.0%
AGG 1.9%
IEMG 1.6%
JPM 1.5%

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
LOMA LOMA NEGRA C I A S A MTN 14 $1,6640.00%150 150— $1,664 新建仓
EMBC EMBECTA CORP $1,6520.00%187 2112.7% $186 加仓
— FIRST TR EXCHANGE-TRADED FD $1,6430.00%44 44— $1,643 新建仓
LZB LA Z BOY INC $1,6390.00%51 00.0% — 不变
— INVESCO EXCH TRD SLF IDX FD $1,6370.00%65 00.0% — 不变
TSAT TELESAT CORP $1,6290.00%45 00.0% — 不变
— BNY MELLON ETF TRUST $1,6120.00%34 00.0% — 不变
CECO CECO ENVIRONMENTAL CORP $1,6090.00%27 00.0% — 不变
— BYRNA TECHNOLOGIES INC $1,6070.00%175 00.0% — 不变
ASND ASCENDIS PHARMA A/S $1,6010.00%7 00.0% — 不变
— BLACKROCK ENERGY & RES TR $1,5930.00%92 00.0% — 不变
ABAT AMERICAN BATTERY TECHNOLOGY $1,5820.00%567 00.0% — 不变
GBX GREENBRIER COS INC $1,5800.00%30 00.0% — 不变
RELY REMITLY GLOBAL INC $1,5670.00%100 00.0% — 不变
PGEN PRECIGEN INC $1,5480.00%400 -200-33.3% -$774 减仓
— QUANTUM SI INC $1,5480.00%2,000 2,000— $1,548 新建仓
— VOYAGER THERAPEUTICS INC $1,5440.00%400 00.0% — 不变
— WRAP TECHNOLOGIES INC $1,5400.00%1,000 00.0% — 不变
TMQ TRILOGY METALS INC NEW $1,5260.00%425 00.0% — 不变
OSS ONE STOP SYS INC $1,5140.00%200 200— $1,514 新建仓
— CERAGON NETWORKS LTD $1,5120.00%700 700— $1,512 新建仓
— BONK INC $1,5110.00%579 -13,914-96.0% -$3.63万 减仓
SDGR SCHRODINGER INC $1,5110.00%133 00.0% — 不变
HTFL HEARTFLOW INC $1,5080.00%62 00.0% — 不变
— ENHABIT INC $1,5080.00%107 00.0% — 不变
— CEMENTOS PACASMAYO S A A $1,5000.00%150 150— $1,500 新建仓
ETSY ETSY INC $1,4990.00%30 520.0% $250 加仓
APPS DIGITAL TURBINE INC $1,4980.00%520 -600-53.6% -$1,728 减仓
SMIZ ZACKS TRUST $1,4830.00%40 00.0% — 不变
— FIDELITY COVINGTON TRUST $1,4820.00%45 00.0% — 不变
CNS COHEN & STEERS INC $1,4390.00%23 00.0% — 不变
AROC ARCHROCK INC $1,4270.00%41 00.0% — 不变
— CURIS INC $1,4210.00%2,597 1,00062.6% $547 加仓
TFII TRANSFORCE INC $1,4110.00%13 00.0% — 不变
MNR MACH NATURAL RESOURCES LP $1,4000.00%100 00.0% — 不变
— TERRA INNOVATUM GLOBAL NV $1,3920.00%300 300— $1,392 新建仓
GLIBK GCI LIBERTY INC $1,3770.00%37 20117.6% $744 加仓
FTDR FRONTDOOR INC $1,3740.00%26 26— $1,374 新建仓
TDOC TELADOC HEALTH INC $1,3630.00%250 -70-21.9% -$382 减仓
— NANO X IMAGING LTD $1,3620.00%600 00.0% — 不变
STNG SCORPIO TANKERS INC $1,3440.00%18 00.0% — 不变
— QT IMAGING HLDGS INC $1,3440.00%229 229— $1,344 新建仓
CNA CNA FINL CORP $1,3320.00%29 -46-61.3% -$2,113 减仓
— CURIOSITYSTREAM INC $1,3320.00%450 00.0% — 不变
TREE LENDINGTREE INC $1,3290.00%31 00.0% — 不变
— PUTNAM MASTER INTER INCOME T $1,3080.00%400 00.0% — 不变
BRCB BLACK ROCK COFFEE BAR INC $1,2920.00%100 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $1,2820.00%1,000 -1,000-50.0% -$1,282 减仓
— PROMIS NEUROSCIENCES INC $1,2700.00%100 100— $1,270 新建仓
CVSA COVISTA INC $1,2680.00%11 -187-94.4% -$2.16万 重新持有
OTEX OPEN TEXT CORP $1,2610.00%57 1123.9% $243 加仓
UMAC UNUSUAL MACHS INC $1,2400.00%100 -20,697-99.5% -$25.66万 减仓
— LANDS END INC NEW $1,2360.00%110 00.0% — 不变
— TELA BIO INC $1,2340.00%1,991 00.0% — 不变
CXW CORECIVIC INC $1,2290.00%65 00.0% — 不变
AMRC AMERESCO INC $1,2240.00%48 00.0% — 不变
IMSR TERRESTRIAL ENERGY INC $1,2010.00%200 00.0% — 不变
— FRANKLIN STR PPTYS CORP $1,1960.00%1,800 00.0% — 不变
HRI HERC HLDGS INC $1,1950.00%12 00.0% — 不变
— SEMRUSH HLDGS INC $1,1940.00%100 00.0% — 不变
BRKR BRUKER CORP $1,1920.00%33 -11-25.0% -$397 减仓
PVH PVH CORPORATION $1,1860.00%17 -26-60.5% -$1,814 减仓
TBG EA SERIES TRUST $1,1850.00%34 34— $1,185 新建仓
— SIMULATIONS PLUS INC $1,1820.00%100 00.0% — 不变
LPL LG DISPLAY CO LTD $1,1810.00%304 00.0% — 不变
WLK WESTLAKE CORPORATION $1,1680.00%10 -14-58.3% -$1,635 减仓
PGY PAGAYA TECHNOLOGIES LTD $1,1650.00%100 100— $1,165 新建仓
— LINKHOME HLDGS INC $1,1090.00%948 948— $1,109 新建仓
— GROWGENERATION CORP $1,1000.00%1,000 -500-33.3% -$550 减仓
— ALPHA COGNITION INC $1,0980.00%200 00.0% — 不变
RELL RICHARDSON ELECTRS LTD $1,0950.00%100 00.0% — 不变
— SPOK HLDGS INC $1,0900.00%100 00.0% — 不变
PHR PHREESIA INC $1,0890.00%130 -111-46.1% -$930 减仓
— AEON BIOPHARMA INC $1,0840.00%1,100 1,0001,000.0% $985 加仓
BNT BROOKFIELD WEALTH SOL LTD $1,0760.00%26 -1-3.7% -$41 减仓
NMR NOMURA HLDGS INC $1,0730.00%136 136— $1,073 新建仓
— FIRST TR EXCH TRD ALPHDX FD $1,0630.00%21 -50-70.4% -$2,531 减仓
— ALLSPRING EXCHANGE TRADED FU $1,0610.00%38 00.0% — 不变
VFQY VANGUARD WELLINGTON FD $1,0450.00%7 00.0% — 不变
HBM HUDBAY MINERALS INC $1,0450.00%50 50— $1,045 新建仓
TECL DIREXION SHARES ETF TRUST $1,0390.00%12 00.0% — 不变
AQST AQUESTIVE THERAPEUTICS INC $1,0380.00%250 -2,250-90.0% -$9,342 重新持有
— XTI AEROSPACE INC $1,0370.00%501 00.0% — 不变
— EMPIRE PETE CORP $1,0360.00%350 350— $1,036 新建仓
— CARNIVAL PLC $1,0310.00%40 00.0% — 不变
OCSL OAKTREE SPECIALTY LENDING $1,0170.00%90 00.0% — 不变
BRBR BELLRING BRANDS INC $1,0140.00%63 -378-85.7% -$6,084 减仓
FMS FRESENIUS MEDICAL CARE AG $9930.00%44 -178-80.2% -$4,017 减仓
NVST ENVISTA HOLDINGS CORPORATION $9890.00%39 00.0% — 不变
— DIREXION SHARES ETF TRUST $9750.00%23 00.0% — 不变
ONEW ONEWATER MARINE INC $9450.00%100 -700-87.5% -$6,615 减仓
UA UNDER ARMOUR INC $9260.00%160 -228-58.8% -$1,320 减仓
— APELLIS PHARMACEUTICALS INC $9250.00%23 -81,675-100.0% -$328.48万 减仓
— ADVISORSHARES TR $9210.00%350 350— $921 新建仓
STAA STAAR SURGICAL CO $9160.00%49 00.0% — 不变
CAE CAE INC $9120.00%35 00.0% — 不变
PLAY DAVE & BUSTERS ENTMT INC $9100.00%84 -16-16.0% -$173 减仓
— CHARGEPOINT HOLDINGS INC $8990.00%185 10.5% $5 加仓
UMC UNITED MICROELECTRONICS CORP $8980.00%100 100— $898 新建仓
— SEACOR MARINE HLDGS INC $8950.00%125 -617-83.2% -$4,418 重新持有