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 |
|---|---|---|---|---|---|---|---|---|
| ADSK | AUTODESK INC | $524.33万 | 0.03% | 21,902 | 1,299 | 6.3% | $31.10万 | 加仓 |
| HEFA | ISHARES TR | $519.22万 | 0.03% | 122,184 | 3,778 | 3.2% | $16.05万 | 加仓 |
| SJNK | SPDR SERIES TRUST | $517.93万 | 0.03% | 207,337 | -3,967 | -1.9% | -$9.91万 | 减仓 |
| SMLF | ISHARES TR | $517.18万 | 0.03% | 68,510 | -3,856 | -5.3% | -$29.11万 | 减仓 |
| UL | UNILEVER PLC | $515.31万 | 0.03% | 90,453 | 7,463 | 9.0% | $42.52万 | 加仓 |
| IAI | ISHARES TR | $513.30万 | 0.03% | 31,265 | -2,908 | -8.5% | -$47.74万 | 减仓 |
| LQTI | FIRST TR EXCHANGE-TRADED FD | $511.79万 | 0.03% | 261,384 | 261,384 | — | $511.79万 | 新建仓 |
| ANGL | VANECK ETF TRUST | $510.59万 | 0.03% | 177,783 | -3,648 | -2.0% | -$10.48万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $509.88万 | 0.03% | 294,386 | 288,249 | 4,696.9% | $499.25万 | 加仓 |
| ILCG | ISHARES TR | $509.77万 | 0.03% | 53,390 | 238 | 0.4% | $2.27万 | 加仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $509.32万 | 0.03% | 127,938 | 31,253 | 32.3% | $124.42万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $507.85万 | 0.03% | 143,421 | -9,477 | -6.2% | -$33.56万 | 减仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $503.59万 | 0.03% | 191,624 | 12,745 | 7.1% | $33.49万 | 加仓 |
| INTU | INTUIT | $498.32万 | 0.03% | 11,525 | 477 | 4.3% | $20.62万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $498.28万 | 0.03% | 21,621 | 1,415 | 7.0% | $32.61万 | 加仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $497.17万 | 0.03% | 216,163 | 1,733 | 0.8% | $3.99万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $496.59万 | 0.03% | 13,072 | 1,512 | 13.1% | $57.44万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $494.62万 | 0.03% | 37,685 | 13,501 | 55.8% | $177.20万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $492.25万 | 0.03% | 187,169 | 5,145 | 2.8% | $13.53万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $490.82万 | 0.03% | 68,388 | 2,647 | 4.0% | $19.00万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $490.72万 | 0.03% | 122,251 | 11,362 | 10.2% | $45.61万 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $490.58万 | 0.03% | 170,637 | 9,440 | 5.9% | $27.14万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $488.77万 | 0.02% | 25,023 | 1,752 | 7.5% | $34.22万 | 加仓 |
| VDC | VANGUARD WORLD FD | $487.00万 | 0.02% | 21,684 | 191 | 0.9% | $4.29万 | 加仓 |
| NOBL | PROSHARES TR | $483.10万 | 0.02% | 45,571 | 6,870 | 17.8% | $72.83万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $481.76万 | 0.02% | 68,470 | 6,685 | 10.8% | $47.04万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $480.62万 | 0.02% | 123,681 | -415 | -0.3% | -$1.61万 | 减仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $477.53万 | 0.02% | 75,095 | 74,082 | 7,313.1% | $471.09万 | 加仓 |
| SEPI | SCM TRUST | $475.35万 | 0.02% | 189,723 | 189,723 | — | $475.35万 | 新建仓 |
| CAIE | CALAMOS ETF TR | $470.61万 | 0.02% | 187,196 | 32,999 | 21.4% | $82.96万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $469.11万 | 0.02% | 233,157 | 10,926 | 4.9% | $21.98万 | 加仓 |
| DTH | WISDOMTREE TR | $465.62万 | 0.02% | 86,082 | 213 | 0.2% | $1.15万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $465.04万 | 0.02% | 66,246 | 3,074 | 4.9% | $21.58万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $465.04万 | 0.02% | 420,473 | 18,533 | 4.6% | $20.50万 | 加仓 |
| URI | UNITED RENTALS INC | $462.60万 | 0.02% | 6,349 | 655 | 11.5% | $47.72万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $462.49万 | 0.02% | 137,891 | 12,200 | 9.7% | $40.92万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $461.32万 | 0.02% | 63,666 | 8,454 | 15.3% | $61.26万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $458.25万 | 0.02% | 276,056 | 109,167 | 65.4% | $181.22万 | 加仓 |
| IRM | IRON MTN INC DEL | $457.43万 | 0.02% | 44,785 | 1,910 | 4.5% | $19.51万 | 加仓 |
| IAGG | ISHARES TR | $457.19万 | 0.02% | 91,365 | 7,416 | 8.8% | $37.11万 | 加仓 |
| EMLC | VANECK ETF TRUST | $455.11万 | 0.02% | 181,245 | -1,156 | -0.6% | -$2.90万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $454.92万 | 0.02% | 27,717 | -627 | -2.2% | -$10.29万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $454.26万 | 0.02% | 40,770 | -3,457 | -7.8% | -$38.52万 | 减仓 |
| CVS | CVS HEALTH CORP | $453.83万 | 0.02% | 63,191 | 2,335 | 3.8% | $16.77万 | 加仓 |
| DTD | WISDOMTREE TR | $453.09万 | 0.02% | 52,465 | 2,155 | 4.3% | $18.61万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $451.27万 | 0.02% | 20,603 | 1,423 | 7.4% | $31.17万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $450.03万 | 0.02% | 86,230 | 83,132 | 2,683.4% | $433.86万 | 加仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $449.66万 | 0.02% | 43,601 | 10,058 | 30.0% | $103.73万 | 加仓 |
| OMC | OMNICOM GROUP INC | $449.26万 | 0.02% | 59,655 | 7,972 | 15.4% | $60.04万 | 加仓 |
| ABNB | AIRBNB INC | $447.11万 | 0.02% | 35,406 | 1,046 | 3.0% | $13.21万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $446.44万 | 0.02% | 64,422 | 15,575 | 31.9% | $107.93万 | 加仓 |
| WELL | WELLTOWER INC | $446.02万 | 0.02% | 22,560 | 9,173 | 68.5% | $181.35万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $444.81万 | 0.02% | 44,405 | 289 | 0.7% | $2.89万 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $444.10万 | 0.02% | 75,182 | 3,637 | 5.1% | $21.48万 | 加仓 |
| BSJU | INVESCO EXCH TRD SLF IDX FD | $443.19万 | 0.02% | 173,188 | 172,408 | 22,103.6% | $441.19万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $441.93万 | 0.02% | 129,903 | 11,987 | 10.2% | $40.78万 | 加仓 |
| HAPI | HARBOR ETF TRUST | $441.28万 | 0.02% | 111,254 | 11,189 | 11.2% | $44.38万 | 加仓 |
| FTNT | FORTINET INC | $441.04万 | 0.02% | 53,969 | 6,957 | 14.8% | $56.85万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $440.78万 | 0.02% | 92,367 | 1,477 | 1.6% | $7.05万 | 加仓 |
| AMRZ | AMRIZE LTD | $433.26万 | 0.02% | 77,341 | 77,312 | 266,593.1% | $433.10万 | 重新持有 |
| UUP | INVESCO DB US DLR INDEX TR | $432.52万 | 0.02% | 155,695 | 118,979 | 324.1% | $330.52万 | 加仓 |
| IAT | ISHARES TR | $432.46万 | 0.02% | 80,323 | 1,369 | 1.7% | $7.37万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $429.71万 | 0.02% | 158,272 | 43,019 | 37.3% | $116.80万 | 加仓 |
| NU | NU HLDGS LTD | $428.32万 | 0.02% | 298,064 | 32,372 | 12.2% | $46.52万 | 加仓 |
| DAL | DELTA AIR LINES INC | $427.62万 | 0.02% | 64,323 | 9,668 | 17.7% | $64.27万 | 加仓 |
| PFXF | VANECK ETF TRUST | $426.15万 | 0.02% | 242,957 | -33,016 | -12.0% | -$57.91万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $425.53万 | 0.02% | 45,395 | 34,343 | 310.7% | $321.93万 | 加仓 |
| KKR | KKR & CO INC | $423.58万 | 0.02% | 45,792 | -4,626 | -9.2% | -$42.79万 | 减仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $423.06万 | 0.02% | 167,348 | 16,606 | 11.0% | $41.98万 | 加仓 |
| MEGI | NYLI CBRE GBL INFR MEGTRNDS | $422.38万 | 0.02% | 287,529 | 121,425 | 73.1% | $178.37万 | 加仓 |
| — | PGIM ETF TR | $421.66万 | 0.02% | 82,727 | 82,727 | — | $421.66万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $420.63万 | 0.02% | 45,103 | 2,781 | 6.6% | $25.94万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $417.28万 | 0.02% | 89,816 | 70,074 | 354.9% | $325.56万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $416.35万 | 0.02% | 120,996 | 47,416 | 64.4% | $163.16万 | 加仓 |
| DEM | WISDOMTREE TR | $414.88万 | 0.02% | 83,494 | 1,732 | 2.1% | $8.61万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $412.86万 | 0.02% | 35,662 | -3,443 | -8.8% | -$39.86万 | 减仓 |
| EMN | EASTMAN CHEM CO | $410.05万 | 0.02% | 53,728 | 46,083 | 602.8% | $351.70万 | 加仓 |
| ESGU | ISHARES TR | $409.88万 | 0.02% | 28,983 | 358 | 1.3% | $5.06万 | 加仓 |
| QDPL | PACER FDS TR | $409.05万 | 0.02% | 101,909 | 8,527 | 9.1% | $34.23万 | 加仓 |
| TIP | ISHARES TR | $408.68万 | 0.02% | 37,032 | 4,472 | 13.7% | $49.35万 | 加仓 |
| GQI | NATIXIS ETF TR | $407.65万 | 0.02% | 74,324 | -6,777 | -8.4% | -$37.17万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $405.95万 | 0.02% | 55,502 | -3,495 | -5.9% | -$25.56万 | 减仓 |
| NEM | NEWMONT CORP | $404.77万 | 0.02% | 37,392 | 26,185 | 233.6% | $283.46万 | 加仓 |
| ICSH | ISHARES TR | $402.06万 | 0.02% | 79,428 | -321 | -0.4% | -$1.62万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $400.59万 | 0.02% | 36,520 | 26,596 | 268.0% | $291.73万 | 加仓 |
| SNY | SANOFI SA | $400.07万 | 0.02% | 83,036 | 8,325 | 11.1% | $40.11万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $399.12万 | 0.02% | 42,518 | -11,445 | -21.2% | -$107.43万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $398.91万 | 0.02% | 111,490 | 6,476 | 6.2% | $23.17万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $397.03万 | 0.02% | 12,386 | 2,656 | 27.3% | $85.14万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $396.98万 | 0.02% | 13,805 | -356 | -2.5% | -$10.24万 | 减仓 |
| XPO | XPO INC | $395.60万 | 0.02% | 20,334 | 18,883 | 1,301.4% | $367.37万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $395.40万 | 0.02% | 118,153 | -3,352 | -2.8% | -$11.22万 | 减仓 |
| EME | EMCOR GROUP INC | $395.33万 | 0.02% | 5,355 | -193 | -3.5% | -$14.25万 | 减仓 |
| MYE | MYERS INDS INC | $392.15万 | 0.02% | 185,149 | 9,058 | 5.1% | $19.18万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $392.01万 | 0.02% | 57,547 | 4,374 | 8.2% | $29.80万 | 加仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $391.79万 | 0.02% | 45,749 | 39,490 | 630.9% | $338.19万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $391.43万 | 0.02% | 14,451 | 1,720 | 13.5% | $46.59万 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $391.15万 | 0.02% | 24,630 | 12,635 | 105.3% | $200.66万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $390.38万 | 0.02% | 40,404 | 2,543 | 6.7% | $24.57万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $389.81万 | 0.02% | 39,354 | 7,438 | 23.3% | $73.67万 | 加仓 |