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 |
|---|---|---|---|---|---|---|---|---|
| PBA | PEMBINA PIPELINE CORP | $300.03万 | 0.02% | 67,030 | 14,361 | 27.3% | $64.28万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $298.87万 | 0.02% | 2,579 | -2,364 | -47.8% | -$273.96万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $298.10万 | 0.02% | 14,108 | 1,990 | 16.4% | $42.05万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $295.49万 | 0.02% | 69,528 | -305 | -0.4% | -$1.30万 | 减仓 |
| SUSA | ISHARES TR | $294.24万 | 0.02% | 22,274 | 414 | 1.9% | $5.47万 | 加仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $293.59万 | 0.01% | 164,847 | 1,083 | 0.7% | $1.93万 | 加仓 |
| DBEF | DBX ETF TR | $292.96万 | 0.01% | 59,303 | 166 | 0.3% | $8,200 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $292.41万 | 0.01% | 212,046 | -1,344 | -0.6% | -$1.85万 | 减仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $292.10万 | 0.01% | 127,277 | -15,377 | -10.8% | -$35.29万 | 减仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $290.79万 | 0.01% | 52,938 | -4,270 | -7.5% | -$23.45万 | 减仓 |
| TMSL | T ROWE PRICE ETF INC | $289.66万 | 0.01% | 78,990 | 8,488 | 12.0% | $31.13万 | 加仓 |
| ATI | ATI INC | $288.61万 | 0.01% | 19,841 | 15,050 | 314.1% | $218.92万 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $288.44万 | 0.01% | 6,078 | 21 | 0.3% | $9,966 | 加仓 |
| HAL | HALLIBURTON CO | $288.14万 | 0.01% | 73,900 | 39,448 | 114.5% | $153.81万 | 加仓 |
| SF | STIFEL FINL CORP | $286.86万 | 0.01% | 38,807 | 3,634 | 10.3% | $26.86万 | 加仓 |
| CTVA | CORTEVA INC | $284.97万 | 0.01% | 34,043 | -522 | -1.5% | -$4.37万 | 减仓 |
| NVO | NOVO-NORDISK A S | $284.91万 | 0.01% | 77,526 | -97,048 | -55.6% | -$356.65万 | 减仓 |
| IWY | ISHARES TR | $284.79万 | 0.01% | 11,445 | 2,286 | 25.0% | $56.88万 | 加仓 |
| VV | VANGUARD INDEX FDS | $284.04万 | 0.01% | 9,504 | 97 | 1.0% | $2.90万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $283.91万 | 0.01% | 17,474 | -492 | -2.7% | -$7.99万 | 减仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $283.35万 | 0.01% | 89,952 | -8,670 | -8.8% | -$27.31万 | 减仓 |
| IUSV | ISHARES TR | $282.39万 | 0.01% | 27,617 | 3,368 | 13.9% | $34.44万 | 加仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $282.35万 | 0.01% | 93,430 | -10,977 | -10.5% | -$33.17万 | 减仓 |
| MGC | VANGUARD WORLD FD | $282.23万 | 0.01% | 11,941 | 1,832 | 18.1% | $43.30万 | 加仓 |
| SCZ | ISHARES TR | $282.01万 | 0.01% | 35,966 | 6,510 | 22.1% | $51.04万 | 加仓 |
| INFL | LISTED FDS TR | $281.74万 | 0.01% | 54,118 | 2,483 | 4.8% | $12.93万 | 加仓 |
| MOS | MOSAIC CO | $281.71万 | 0.01% | 110,476 | 97,809 | 772.2% | $249.41万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $281.52万 | 0.01% | 82,875 | 921 | 1.1% | $3.13万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $281.41万 | 0.01% | 76,910 | 12 | 0.0% | $439 | 加仓 |
| — | HARBOR ETF TRUST | $280.67万 | 0.01% | 68,682 | 11,113 | 19.3% | $45.41万 | 加仓 |
| POWR | ISHARES INC | $277.04万 | 0.01% | 105,620 | 103,717 | 5,450.2% | $272.05万 | 加仓 |
| BCX | BLACKROCK RES & COMMODITIES | $276.37万 | 0.01% | 229,355 | 141,949 | 162.4% | $171.05万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $275.21万 | 0.01% | 15,995 | -123 | -0.8% | -$2.12万 | 减仓 |
| AIQ | GLOBAL X FDS | $274.56万 | 0.01% | 58,830 | 11,295 | 23.8% | $52.71万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $271.39万 | 0.01% | 54,705 | 9,301 | 20.5% | $46.14万 | 加仓 |
| IXN | ISHARES TR | $270.93万 | 0.01% | 27,101 | 16,238 | 149.5% | $162.33万 | 加仓 |
| CMDT | PIMCO ETF TR | $269.34万 | 0.01% | 83,463 | 83,463 | — | $269.34万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $268.75万 | 0.01% | 222,842 | 34,228 | 18.1% | $41.28万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $268.25万 | 0.01% | 81,982 | 81,982 | — | $268.25万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $268.16万 | 0.01% | 11,496 | 10,125 | 738.5% | $236.18万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $267.82万 | 0.01% | 71,996 | 21,209 | 41.8% | $78.90万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $266.92万 | 0.01% | 12,359 | 7,126 | 136.2% | $153.90万 | 加仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $266.78万 | 0.01% | 10,055 | 598 | 6.3% | $15.87万 | 加仓 |
| IYM | ISHARES TR | $265.55万 | 0.01% | 15,094 | 8,012 | 113.1% | $140.95万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $265.48万 | 0.01% | 135,276 | -1,338 | -1.0% | -$2.63万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $265.45万 | 0.01% | 19,630 | 664 | 3.5% | $8.98万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $265.44万 | 0.01% | 53,289 | -18,717 | -26.0% | -$93.23万 | 减仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $265.12万 | 0.01% | 351,622 | 24,701 | 7.6% | $18.62万 | 加仓 |
| SUI | SUN CMNTYS INC | $263.63万 | 0.01% | 20,930 | 268 | 1.3% | $3.38万 | 加仓 |
| WWD | WOODWARD INC | $263.21万 | 0.01% | 7,354 | 1,056 | 16.8% | $37.80万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $263.09万 | 0.01% | 58,077 | -26,904 | -31.7% | -$121.87万 | 减仓 |
| UTES | ETFIS SER TR I | $262.84万 | 0.01% | 32,896 | 341 | 1.0% | $2.72万 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $262.78万 | 0.01% | 76,323 | 75,798 | 14,437.7% | $260.97万 | 加仓 |
| TLTW | ISHARES TR | $262.71万 | 0.01% | 116,141 | 13,083 | 12.7% | $29.59万 | 加仓 |
| MPLX | MPLX LP | $262.61万 | 0.01% | 46,016 | -286 | -0.6% | -$1.63万 | 减仓 |
| OKTA | OKTA INC | $262.04万 | 0.01% | 33,292 | 594 | 1.8% | $4.68万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $261.34万 | 0.01% | 18,021 | 5,483 | 43.7% | $79.51万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $261.34万 | 0.01% | 34,757 | -7,576 | -17.9% | -$56.96万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $260.10万 | 0.01% | 9,616 | -1,039 | -9.8% | -$28.10万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $259.79万 | 0.01% | 68,367 | -1,292 | -1.9% | -$4.91万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $259.02万 | 0.01% | 17,889 | 3,599 | 25.2% | $52.11万 | 加仓 |
| — | ISHARES TR | $257.55万 | 0.01% | 75,507 | 75,507 | — | $257.55万 | 新建仓 |
| VNLA | JANUS DETROIT STR TR | $257.34万 | 0.01% | 52,670 | 506 | 1.0% | $2.47万 | 加仓 |
| REMX | VANECK ETF TRUST | $256.11万 | 0.01% | 29,103 | 25,439 | 694.3% | $223.86万 | 加仓 |
| STIP | ISHARES TR | $254.32万 | 0.01% | 24,589 | -1,161 | -4.5% | -$12.01万 | 减仓 |
| EOI | EATON VANCE ENHANCED EQUITY | $253.14万 | 0.01% | 134,791 | 73,799 | 121.0% | $138.59万 | 加仓 |
| AVK | ADVENT CONV & INCOME FD | $253.12万 | 0.01% | 226,812 | 8,953 | 4.1% | $9.99万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $253.02万 | 0.01% | 62,561 | 1,277 | 2.1% | $5.16万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $252.41万 | 0.01% | 8,492 | -32 | -0.4% | -$9,511 | 减仓 |
| VEEV | VEEVA SYS INC | $251.25万 | 0.01% | 14,303 | 5,586 | 64.1% | $98.12万 | 加仓 |
| ICOP | ISHARES TR | $251.15万 | 0.01% | 52,787 | 51,453 | 3,857.0% | $244.80万 | 加仓 |
| XRT | SPDR SERIES TRUST | $251.09万 | 0.01% | 31,203 | 281 | 0.9% | $2.26万 | 加仓 |
| HYG | ISHARES TR | $249.80万 | 0.01% | 31,398 | 2,773 | 9.7% | $22.06万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $247.96万 | 0.01% | 44,035 | 2,513 | 6.1% | $14.15万 | 加仓 |
| SUB | ISHARES TR | $247.70万 | 0.01% | 23,259 | 5,887 | 33.9% | $62.70万 | 加仓 |
| IYE | ISHARES TR | $247.57万 | 0.01% | 38,223 | -2,032 | -5.0% | -$13.16万 | 减仓 |
| ARKW | ARK ETF TR | $246.87万 | 0.01% | 20,469 | 185 | 0.9% | $2.23万 | 加仓 |
| FEP | FIRST TR EXCH TRD ALPHDX FD | $246.37万 | 0.01% | 45,114 | -118 | -0.3% | -$6,444 | 减仓 |
| IYY | ISHARES TR | $246.10万 | 0.01% | 15,532 | -623 | -3.9% | -$9.87万 | 减仓 |
| IYZ | ISHARES TR | $245.58万 | 0.01% | 62,456 | 44,867 | 255.1% | $176.42万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $245.37万 | 0.01% | 16,089 | -1,076 | -6.3% | -$16.41万 | 减仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $244.69万 | 0.01% | 224,902 | 1,196 | 0.5% | $1.30万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $244.60万 | 0.01% | 45,809 | -600 | -1.3% | -$3.20万 | 减仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $244.35万 | 0.01% | 39,241 | -36 | -0.1% | -$2,242 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $243.91万 | 0.01% | 48,317 | 975 | 2.1% | $4.92万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $243.03万 | 0.01% | 30,658 | 775 | 2.6% | $6.14万 | 加仓 |
| FJUN | FIRST TR EXCHNG TRADED FD VI | $242.62万 | 0.01% | 42,940 | -872 | -2.0% | -$4.93万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $240.39万 | 0.01% | 20,025 | 1,583 | 8.6% | $19.00万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $240.27万 | 0.01% | 43,496 | 147 | 0.3% | $8,120 | 加仓 |
| IGEB | ISHARES TR | $239.55万 | 0.01% | 53,163 | -9,014 | -14.5% | -$40.62万 | 减仓 |
| WINN | HARBOR ETF TRUST | $239.47万 | 0.01% | 86,363 | 12,166 | 16.4% | $33.73万 | 加仓 |
| BOND | PIMCO ETF TR | $239.38万 | 0.01% | 25,941 | 471 | 1.8% | $4.35万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $238.87万 | 0.01% | 43,557 | 11,678 | 36.6% | $64.04万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $237.03万 | 0.01% | 40,491 | 11,474 | 39.5% | $67.17万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $235.76万 | 0.01% | 40,321 | 2,337 | 6.2% | $13.66万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $234.84万 | 0.01% | 46,996 | 8,784 | 23.0% | $43.89万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $234.01万 | 0.01% | 12,545 | 574 | 4.8% | $10.71万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $233.38万 | 0.01% | 49,709 | 9,057 | 22.3% | $42.52万 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $232.97万 | 0.01% | 45,598 | 246 | 0.5% | $1.26万 | 加仓 |
| — | STRATEGY SHS | $232.76万 | 0.01% | 79,035 | 16,034 | 25.5% | $47.22万 | 加仓 |