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 |
|---|---|---|---|---|---|---|---|---|
| PPG | PPG INDS INC | $231.08万 | 0.01% | 21,620 | 327 | 1.5% | $3.49万 | 加仓 |
| IXC | ISHARES TR | $230.38万 | 0.01% | 39,989 | 32,371 | 424.9% | $186.49万 | 加仓 |
| CMS | CMS ENERGY CORP | $229.45万 | 0.01% | 29,576 | 1,087 | 3.8% | $8.43万 | 加仓 |
| IWB | ISHARES TR | $228.77万 | 0.01% | 6,416 | -73 | -1.1% | -$2.60万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $228.48万 | 0.01% | 150,120 | 12,741 | 9.3% | $19.39万 | 加仓 |
| IOO | ISHARES TR | $227.67万 | 0.01% | 18,821 | -590 | -3.0% | -$7.14万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A | $227.15万 | 0.01% | 109,472 | 12,826 | 13.3% | $26.61万 | 加仓 |
| FAST | FASTENAL CO | $226.63万 | 0.01% | 48,843 | 2,508 | 5.4% | $11.64万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $226.32万 | 0.01% | 20,618 | 1,438 | 7.5% | $15.78万 | 加仓 |
| — | VANECK ETF TRUST | $226.30万 | 0.01% | 220,567 | 75,463 | 52.0% | $77.43万 | 加仓 |
| QDEC | FIRST TR EXCHNG TRADED FD VI | $226.07万 | 0.01% | 71,858 | 1,600 | 2.3% | $5.03万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $225.39万 | 0.01% | 90,336 | -55,273 | -38.0% | -$137.91万 | 减仓 |
| TLN | TALEN ENERGY CORP | $224.41万 | 0.01% | 7,030 | 1,006 | 16.7% | $32.11万 | 加仓 |
| PWRD | TCW ETF TRUST | $224.26万 | 0.01% | 22,938 | 3,026 | 15.2% | $29.58万 | 加仓 |
| IQLT | ISHARES TR | $223.31万 | 0.01% | 48,304 | -53,329 | -52.5% | -$246.54万 | 减仓 |
| MGMT | UNIFIED SER TR | $222.49万 | 0.01% | 49,313 | 9,629 | 24.3% | $43.44万 | 加仓 |
| CATH | GLOBAL X FDS | $222.16万 | 0.01% | 28,428 | -2,597 | -8.4% | -$20.30万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $220.62万 | 0.01% | 54,033 | 10,568 | 24.3% | $43.15万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $219.94万 | 0.01% | 191,253 | -4,258 | -2.2% | -$4.90万 | 减仓 |
| RBLX | ROBLOX CORP | $219.75万 | 0.01% | 38,853 | 4,161 | 12.0% | $23.53万 | 加仓 |
| SLB | SLB LIMITED | $218.84万 | 0.01% | 42,584 | 21,905 | 105.9% | $112.57万 | 加仓 |
| — | WISDOMTREE TR | $217.96万 | 0.01% | 40,095 | -113 | -0.3% | -$6,143 | 减仓 |
| THQ | ABRDN HEALTHCARE OPPORTUNITI | $217.89万 | 0.01% | 129,696 | 19,276 | 17.5% | $32.38万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $216.92万 | 0.01% | 13,726 | 649 | 5.0% | $10.26万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $216.32万 | 0.01% | 47,827 | 6,511 | 15.8% | $29.45万 | 加仓 |
| SIL | GLOBAL X FDS | $214.56万 | 0.01% | 23,819 | 18,553 | 352.3% | $167.13万 | 加仓 |
| WRB | BERKLEY W R CORP | $214.05万 | 0.01% | 32,294 | 75 | 0.2% | $4,971 | 加仓 |
| RIO | RIO TINTO PLC | $213.24万 | 0.01% | 22,858 | 4,987 | 27.9% | $46.52万 | 加仓 |
| SETM | SPROTT FDS TR | $213.17万 | 0.01% | 64,442 | 29,803 | 86.0% | $98.59万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $212.26万 | 0.01% | 22,590 | 11,309 | 100.2% | $106.26万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $211.35万 | 0.01% | 123,454 | -10,333 | -7.7% | -$17.69万 | 减仓 |
| CLOI | VANECK ETF TRUST | $210.49万 | 0.01% | 39,941 | 8,984 | 29.0% | $47.35万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $210.47万 | 0.01% | 58,530 | 5,246 | 9.8% | $18.86万 | 加仓 |
| IMTB | ISHARES TR | $210.46万 | 0.01% | 48,027 | 1,187 | 2.5% | $5.20万 | 加仓 |
| MODL | VICTORY PORTFOLIOS II | $210.41万 | 0.01% | 47,081 | 829 | 1.8% | $3.70万 | 加仓 |
| KNSL | KINSALE CAP GROUP INC | $209.92万 | 0.01% | 6,144 | -10 | -0.2% | -$3,417 | 减仓 |
| BRO | BROWN & BROWN INC | $209.75万 | 0.01% | 32,165 | 3,897 | 13.8% | $25.41万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $208.33万 | 0.01% | 84,174 | 3,539 | 4.4% | $8.76万 | 加仓 |
| EMXC | ISHARES INC | $207.41万 | 0.01% | 26,368 | -14,303 | -35.2% | -$112.51万 | 减仓 |
| NDAQ | NASDAQ INC | $207.25万 | 0.01% | 24,413 | -4,898 | -16.7% | -$41.58万 | 减仓 |
| UGI | UGI CORP NEW | $206.63万 | 0.01% | 56,736 | -13,335 | -19.0% | -$48.57万 | 减仓 |
| SYM | SYMBOTIC INC | $206.51万 | 0.01% | 38,817 | -2,705 | -6.5% | -$14.39万 | 减仓 |
| — | TEXAS CAPITAL FUNDS TRUST | $206.28万 | 0.01% | 62,326 | 3,289 | 5.6% | $10.89万 | 加仓 |
| DOW | DOW HLDGS INC | $205.83万 | 0.01% | 49,417 | 10,257 | 26.2% | $42.72万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $203.41万 | 0.01% | 6,689 | 319 | 5.0% | $9.70万 | 加仓 |
| QDVO | AMPLIFY ETF TR | $201.90万 | 0.01% | 75,760 | 10,177 | 15.5% | $27.12万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $201.75万 | 0.01% | 10,175 | 1,248 | 14.0% | $24.74万 | 加仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $201.25万 | 0.01% | 430,024 | 428,279 | 24,543.2% | $200.43万 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $200.99万 | 0.01% | 13,629 | 12,842 | 1,631.8% | $189.39万 | 加仓 |
| APP | APPLOVIN CORP | $200.47万 | 0.01% | 5,037 | 3,176 | 170.7% | $126.40万 | 加仓 |
| EUAD | SPINNAKER ETF SERIES | $199.77万 | 0.01% | 49,035 | -586 | -1.2% | -$2.39万 | 减仓 |
| STT | STATE STR CORP | $199.43万 | 0.01% | 15,757 | 1,783 | 12.8% | $22.57万 | 加仓 |
| IWN | ISHARES TR | $199.04万 | 0.01% | 10,498 | -2,734 | -20.7% | -$51.84万 | 减仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $198.00万 | 0.01% | 91,308 | -204,776 | -69.2% | -$444.06万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $197.92万 | 0.01% | 21,209 | 1,162 | 5.8% | $10.84万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $197.87万 | 0.01% | 35,027 | 14,732 | 72.6% | $83.22万 | 加仓 |
| ROST | ROSS STORES INC | $197.51万 | 0.01% | 9,118 | 1,829 | 25.1% | $39.62万 | 加仓 |
| USXF | ISHARES TR | $196.89万 | 0.01% | 35,668 | -2,869 | -7.4% | -$15.84万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $196.84万 | 0.01% | 50,113 | 15,545 | 45.0% | $61.06万 | 加仓 |
| XBI | SPDR SERIES TRUST | $195.63万 | 0.01% | 15,316 | -640 | -4.0% | -$8.17万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $195.36万 | 0.01% | 110,873 | -284 | -0.3% | -$5,004 | 减仓 |
| DK | DELEK US HLDGS INC NEW | $195.32万 | 0.01% | 43,336 | 355 | 0.8% | $1.60万 | 加仓 |
| BTO | HANCOCK JOHN FINL OPPTYS | $194.92万 | 0.01% | 54,340 | 5,131 | 10.4% | $18.40万 | 加仓 |
| IYG | ISHARES TR | $194.59万 | 0.01% | 23,489 | 19,391 | 473.2% | $160.64万 | 加仓 |
| GPC | GENUINE PARTS CO | $193.91万 | 0.01% | 18,336 | 4,929 | 36.8% | $52.13万 | 加仓 |
| EFAV | ISHARES TR | $193.89万 | 0.01% | 21,221 | -708 | -3.2% | -$6.47万 | 减仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $192.82万 | 0.01% | 18,654 | -1,854 | -9.0% | -$19.16万 | 减仓 |
| — | ABRDN WORLD HEALTHCARE FUND | $192.37万 | 0.01% | 164,841 | 26,794 | 19.4% | $31.27万 | 加仓 |
| B | BARRICK MNG CORP | $192.33万 | 0.01% | 47,153 | 5,100 | 12.1% | $20.80万 | 加仓 |
| BIZD | VANECK ETF TRUST | $192.15万 | 0.01% | 150,118 | -38,884 | -20.6% | -$49.77万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $191.49万 | 0.01% | 16,676 | 1,243 | 8.1% | $14.27万 | 加仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $191.35万 | 0.01% | 76,540 | 36,540 | 91.3% | $91.35万 | 加仓 |
| — | FIRST TR EXCHANGE TRADED FD | $190.93万 | 0.01% | 33,054 | 16,455 | 99.1% | $95.05万 | 加仓 |
| VPU | VANGUARD WORLD FD | $190.93万 | 0.01% | 9,636 | 559 | 6.2% | $11.08万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $190.84万 | 0.01% | 6,935 | 829 | 13.6% | $22.81万 | 加仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $190.78万 | 0.01% | 43,766 | -7,174 | -14.1% | -$31.27万 | 减仓 |
| — | BLACKROCK ETF TRUST II | $189.97万 | 0.01% | 37,641 | 37,641 | — | $189.97万 | 新建仓 |
| DOV | DOVER CORP | $189.82万 | 0.01% | 9,106 | -3,898 | -30.0% | -$81.25万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $189.76万 | 0.01% | 4,270 | 995 | 30.4% | $44.22万 | 加仓 |
| — | KKR & CO INC | $189.64万 | 0.01% | 47,151 | 14,552 | 44.6% | $58.53万 | 加仓 |
| JPIN | J P MORGAN EXCHANGE TRADED F | $188.47万 | 0.01% | 26,456 | 285 | 1.1% | $2.03万 | 加仓 |
| — | ALTSHARES TRUST | $188.43万 | 0.01% | 64,266 | 7,079 | 12.4% | $20.76万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $187.97万 | 0.01% | 69,106 | 6,801 | 10.9% | $18.50万 | 加仓 |
| VGUS | VANGUARD INSTL INDEX FD | $187.25万 | 0.01% | 24,749 | -4,563 | -15.6% | -$34.52万 | 减仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $187.15万 | 0.01% | 36,142 | -500 | -1.4% | -$2.59万 | 减仓 |
| AGNC | AGNC INVT CORP | $187.06万 | 0.01% | 186,501 | 9,588 | 5.4% | $9.62万 | 加仓 |
| SUSL | ISHARES TR | $186.16万 | 0.01% | 16,387 | 0 | 0.0% | — | 不变 |
| NZF | NUVEEN MUN CR INCOME FD | $185.82万 | 0.01% | 152,562 | -7,374 | -4.6% | -$8.98万 | 减仓 |
| TRGP | TARGA RES CORP | $185.08万 | 0.01% | 7,382 | -73 | -1.0% | -$1.83万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $184.92万 | 0.01% | 10,590 | -1,449 | -12.0% | -$25.30万 | 减仓 |
| MLPX | GLOBAL X FDS | $184.87万 | 0.01% | 25,002 | 9,590 | 62.2% | $70.91万 | 加仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $184.73万 | 0.01% | 33,076 | -745 | -2.2% | -$4.16万 | 减仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $184.69万 | 0.01% | 36,696 | -50 | -0.1% | -$2,517 | 减仓 |
| — | WISDOMTREE TR | $184.30万 | 0.01% | 72,855 | 52,294 | 254.3% | $132.29万 | 加仓 |
| IR | INGERSOLL RAND INC | $184.00万 | 0.01% | 22,965 | 5,870 | 34.3% | $47.03万 | 加仓 |
| KGC | KINROSS GOLD CORP | $182.03万 | 0.01% | 59,644 | 43,395 | 267.1% | $132.44万 | 加仓 |
| TRFK | PACER FDS TR | $181.32万 | 0.01% | 29,132 | 1,206 | 4.3% | $7.51万 | 加仓 |
| TOL | TOLL BROTHERS INC | $180.65万 | 0.01% | 13,238 | -387 | -2.8% | -$5.28万 | 减仓 |
| QSPT | FIRST TR EXCHNG TRADED FD VI | $179.90万 | 0.01% | 58,760 | -3,859 | -6.2% | -$11.81万 | 减仓 |
| FE | FIRSTENERGY CORP | $179.55万 | 0.01% | 35,441 | 4,552 | 14.7% | $23.06万 | 加仓 |