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 |
|---|---|---|---|---|---|---|---|---|
| RWL | INVESCO EXCH TRADED FD TR II | $744.07万 | 0.04% | 64,752 | 541 | 0.8% | $6.22万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $737.57万 | 0.04% | 71,084 | -270,370 | -79.2% | -$2,805.36万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $735.85万 | 0.04% | 18,783 | 4,964 | 35.9% | $194.47万 | 加仓 |
| — | SPDR SERIES TRUST | $733.45万 | 0.04% | 26,176 | 2,026 | 8.4% | $56.77万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $732.28万 | 0.04% | 147,088 | 4,514 | 3.2% | $22.47万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $730.49万 | 0.04% | 10,036 | 2,926 | 41.2% | $212.98万 | 加仓 |
| FLRN | SPDR SERIES TRUST | $729.77万 | 0.04% | 237,093 | -560 | -0.2% | -$1.72万 | 减仓 |
| VLUE | ISHARES TR | $725.54万 | 0.04% | 51,026 | -7,471 | -12.8% | -$106.23万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $724.65万 | 0.04% | 102,773 | -245,871 | -70.5% | -$1,733.64万 | 减仓 |
| DXCM | DEXCOM INC | $719.24万 | 0.04% | 114,528 | 9,650 | 9.2% | $60.60万 | 加仓 |
| NBSD | NEUBERGER BERMAN ETF TRUST | $714.54万 | 0.04% | 140,907 | 21,074 | 17.6% | $106.87万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $711.65万 | 0.04% | 24,796 | 4,359 | 21.3% | $125.10万 | 加仓 |
| ACWX | ISHARES TR | $707.28万 | 0.04% | 103,298 | 27,485 | 36.3% | $188.19万 | 加仓 |
| INTC | INTEL CORP | $702.89万 | 0.04% | 159,277 | 9,558 | 6.4% | $42.18万 | 加仓 |
| EZM | WISDOMTREE TR | $702.43万 | 0.04% | 104,497 | 131 | 0.1% | $8,806 | 加仓 |
| ADBE | ADOBE INC | $696.31万 | 0.04% | 28,645 | 389 | 1.4% | $9.46万 | 加仓 |
| FLXR | TCW ETF TRUST | $696.00万 | 0.04% | 177,234 | 8,830 | 5.2% | $34.68万 | 加仓 |
| MBB | ISHARES TR | $694.87万 | 0.04% | 73,183 | -20,735 | -22.1% | -$196.88万 | 减仓 |
| NVS | NOVARTIS AG | $694.07万 | 0.04% | 45,438 | -8,823 | -16.3% | -$134.77万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $693.29万 | 0.04% | 413,413 | 398,695 | 2,708.9% | $668.61万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $688.66万 | 0.04% | 57,364 | -3,930 | -6.4% | -$47.18万 | 减仓 |
| IYH | ISHARES TR | $686.25万 | 0.03% | 111,333 | -13,807 | -11.0% | -$85.11万 | 减仓 |
| JMBS | JANUS DETROIT STR TR | $685.53万 | 0.03% | 151,732 | 147,419 | 3,418.0% | $666.04万 | 加仓 |
| ARGX | ARGENX SE | $684.32万 | 0.03% | 9,371 | 9,012 | 2,510.3% | $658.10万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $676.40万 | 0.03% | 226,905 | 10,777 | 5.0% | $32.13万 | 加仓 |
| GXC | SPDR INDEX SHS FDS | $670.13万 | 0.03% | 71,964 | -2,244 | -3.0% | -$20.90万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $658.96万 | 0.03% | 77,315 | 6,421 | 9.1% | $54.73万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $658.45万 | 0.03% | 22,575 | 1,858 | 9.0% | $54.19万 | 加仓 |
| MMM | 3M CO | $657.28万 | 0.03% | 45,258 | 3,890 | 9.4% | $56.49万 | 加仓 |
| GPIX | GOLDMAN SACHS ETF TR | $646.64万 | 0.03% | 129,224 | 46,570 | 56.3% | $233.04万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $646.33万 | 0.03% | 9 | 0 | 0.0% | — | 不变 |
| XTL | SPDR SERIES TRUST | $642.72万 | 0.03% | 34,176 | 2,577 | 8.2% | $48.46万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $641.65万 | 0.03% | 83,832 | -13,838 | -14.2% | -$105.92万 | 减仓 |
| IBB | ISHARES TR | $640.60万 | 0.03% | 37,939 | 1,557 | 4.3% | $26.29万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $640.46万 | 0.03% | 176,825 | 12,129 | 7.4% | $43.93万 | 加仓 |
| TGT | TARGET CORP | $636.05万 | 0.03% | 52,480 | 10,152 | 24.0% | $123.04万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $628.06万 | 0.03% | 263,780 | -46,629 | -15.0% | -$111.02万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $621.63万 | 0.03% | 210,794 | 2,865 | 1.4% | $8.45万 | 加仓 |
| HSY | HERSHEY CO | $618.75万 | 0.03% | 29,763 | 1,455 | 5.1% | $30.25万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $617.98万 | 0.03% | 195,749 | 142,105 | 264.9% | $448.62万 | 加仓 |
| TFC | TRUIST FINL CORP | $617.37万 | 0.03% | 134,298 | 57,789 | 75.5% | $265.66万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $613.97万 | 0.03% | 171,022 | 56,766 | 49.7% | $203.79万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $613.80万 | 0.03% | 121,980 | 39,960 | 48.7% | $201.08万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $613.35万 | 0.03% | 33,621 | -1,100 | -3.2% | -$20.07万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $610.91万 | 0.03% | 63,326 | 1,774 | 2.9% | $17.11万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $610.42万 | 0.03% | 209,551 | -600 | -0.3% | -$1.75万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $610.01万 | 0.03% | 26,066 | 4,398 | 20.3% | $102.93万 | 加仓 |
| AZN | ASTRAZENECA PLC | $604.56万 | 0.03% | 30,674 | 30,674 | — | $604.56万 | 新建仓 |
| ACWI | ISHARES TR | $604.11万 | 0.03% | 43,659 | 7,325 | 20.2% | $101.36万 | 加仓 |
| QXO | QXO INC | $604.08万 | 0.03% | 311,060 | 18,251 | 6.2% | $35.44万 | 加仓 |
| MCK | MCKESSON CORP | $603.84万 | 0.03% | 6,978 | -399 | -5.4% | -$34.53万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $601.29万 | 0.03% | 118,809 | 21,555 | 22.2% | $109.09万 | 加仓 |
| FDX | FEDEX CORP | $599.97万 | 0.03% | 16,844 | -1,738 | -9.4% | -$61.91万 | 减仓 |
| ET | ENERGY TRANSFER L P | $595.39万 | 0.03% | 308,493 | 18,404 | 6.3% | $35.52万 | 加仓 |
| IUSB | ISHARES TR | $591.35万 | 0.03% | 128,026 | 52,053 | 68.5% | $240.43万 | 加仓 |
| NKE | NIKE INC | $588.86万 | 0.03% | 111,485 | -12,316 | -9.9% | -$65.05万 | 减仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $586.46万 | 0.03% | 111,030 | 2,792 | 2.6% | $14.75万 | 加仓 |
| MKL | MARKEL GROUP INC | $585.13万 | 0.03% | 3,057 | 151 | 5.2% | $28.90万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $581.78万 | 0.03% | 218,630 | -7,701 | -3.4% | -$20.49万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $579.46万 | 0.03% | 59,317 | 10,360 | 21.2% | $101.21万 | 加仓 |
| SHOP | SHOPIFY INC | $579.28万 | 0.03% | 48,835 | -4,089 | -7.7% | -$48.50万 | 减仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $578.97万 | 0.03% | 423,531 | 87,542 | 26.1% | $119.67万 | 加仓 |
| ESGE | ISHARES INC | $578.59万 | 0.03% | 127,246 | 10,748 | 9.2% | $48.87万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $577.77万 | 0.03% | 32,061 | -850 | -2.6% | -$15.32万 | 减仓 |
| — | EA SERIES TRUST | $577.70万 | 0.03% | 116,038 | 116,038 | — | $577.70万 | 新建仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $575.99万 | 0.03% | 41,642 | 6,953 | 20.0% | $96.17万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $574.50万 | 0.03% | 5,255 | 260 | 5.2% | $28.42万 | 加仓 |
| IYJ | ISHARES TR | $574.15万 | 0.03% | 38,915 | 5,899 | 17.9% | $87.03万 | 加仓 |
| TKR | TIMKEN CO | $574.01万 | 0.03% | 57,076 | 54,103 | 1,819.8% | $544.11万 | 加仓 |
| DGS | WISDOMTREE TR | $568.04万 | 0.03% | 94,516 | 1,728 | 1.9% | $10.39万 | 加仓 |
| GWW | WW GRAINGER INC | $567.71万 | 0.03% | 5,204 | 474 | 10.0% | $51.71万 | 加仓 |
| CSX | CSX CORP | $565.99万 | 0.03% | 137,878 | 40,505 | 41.6% | $166.27万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $565.61万 | 0.03% | 147,218 | 57,947 | 64.9% | $222.63万 | 加仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $565.27万 | 0.03% | 238,612 | 914 | 0.4% | $2.17万 | 加仓 |
| SNPS | SYNOPSYS INC | $560.10万 | 0.03% | 14,127 | 2,213 | 18.6% | $87.74万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $557.84万 | 0.03% | 11,504 | 849 | 8.0% | $41.17万 | 加仓 |
| IDVO | AMPLIFY ETF TR | $557.58万 | 0.03% | 137,776 | 25,652 | 22.9% | $103.81万 | 加仓 |
| IBTH | ISHARES TR | $554.44万 | 0.03% | 247,188 | 4,049 | 1.7% | $9.08万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $554.44万 | 0.03% | 142,237 | 24,780 | 21.1% | $96.59万 | 加仓 |
| PLD | PROLOGIS INC. | $553.87万 | 0.03% | 41,902 | 845 | 2.1% | $11.17万 | 加仓 |
| KGS | KODIAK GAS SVCS INC | $550.97万 | 0.03% | 94,473 | 4,045 | 4.5% | $23.59万 | 加仓 |
| FMB | FIRST TR EXCH TRADED FD III | $550.72万 | 0.03% | 108,710 | 68,958 | 173.5% | $349.34万 | 加仓 |
| IEI | ISHARES TR | $548.28万 | 0.03% | 46,229 | 6,646 | 16.8% | $78.82万 | 加仓 |
| ISTB | ISHARES TR | $546.43万 | 0.03% | 112,760 | -1,787 | -1.6% | -$8.66万 | 减仓 |
| BAR | GRANITESHARES GOLD TR | $546.26万 | 0.03% | 118,418 | -46,056 | -28.0% | -$212.46万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $545.49万 | 0.03% | 31,608 | 2,684 | 9.3% | $46.32万 | 加仓 |
| IYC | ISHARES TR | $545.37万 | 0.03% | 56,270 | 23,110 | 69.7% | $223.98万 | 加仓 |
| RODM | LATTICE STRATEGIES TR | $544.52万 | 0.03% | 138,134 | 132,135 | 2,202.6% | $520.88万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $543.86万 | 0.03% | 101,980 | 13,253 | 14.9% | $70.68万 | 加仓 |
| BKGI | BNY MELLON ETF TRUST | $543.02万 | 0.03% | 121,918 | 109,752 | 902.1% | $488.84万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $542.16万 | 0.03% | 49,694 | 2,057 | 4.3% | $22.44万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $542.11万 | 0.03% | 30,117 | -5,108 | -14.5% | -$91.94万 | 减仓 |
| HGER | HARBOR ETF TRUST | $542.06万 | 0.03% | 174,803 | 22,922 | 15.1% | $71.08万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $542.01万 | 0.03% | 84,768 | 1,733 | 2.1% | $11.08万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $540.27万 | 0.03% | 2,867 | 2,806 | 4,600.0% | $528.77万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $538.74万 | 0.03% | 31,061 | 3,828 | 14.1% | $66.39万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $533.37万 | 0.03% | 54,476 | 967 | 1.8% | $9.47万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $531.02万 | 0.03% | 165,893 | -23,990 | -12.6% | -$76.79万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $529.25万 | 0.03% | 31,371 | 680 | 2.2% | $11.47万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $525.48万 | 0.03% | 114,558 | 2,819 | 2.5% | $12.93万 | 加仓 |