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KESTRA PRIVATE WEALTH SERVICES, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

KESTRA PRIVATE WEALTH SERVICES, LLC

报告期 2026-03-31 · CIK 0001649451

持仓数

1,762

前50大市值合计

$3.33B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$269.5M

1,062,035

8.1%

NVDA NVIDIA CORPORATION

COM

$257.4M

1,475,892

7.7%

AMZN AMAZON COM INC

COM

$161.5M

775,545

4.9%

MSFT MICROSOFT CORP

COM

$143.5M

387,641

4.3%

GOOGL ALPHABET INC

CAP STK CL A

$125.3M

435,688

3.8%

QQQ INVESCO QQQ TR

UNIT SER 1

$103.2M

178,861

3.1%

JPM JPMORGAN CHASE & CO

COM

$101.7M

345,829

3.1%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$83.5M

174,339

2.5%

VTV VANGUARD INDEX FDS

VALUE ETF

$82.9M

422,508

2.5%

SPY TATE STR SPDR S&P 500 ETF T

TR UNIT

$79.9M

122,932

2.4%

COST COSTCO WHOLESALE CORPORATION

COM

$79.5M

79,754

2.4%

IVV ISHARES TR

CORE S&P500 ETF

$77.4M

118,547

2.3%

VUG VANGUARD INDEX FDS

GROWTH ETF

$74.2M

169,980

2.2%

AVGO BROADCOM INC

COM

$71.6M

231,330

2.2%

META META PLATFORMS INC

CL A

$68.5M

119,715

2.1%

BUFR FIRST TR EXCHNG TRADED FD VI

FT VEST LADDERED

$67.6M

2,001,554

2.0%

GOOG LPHABET INC

CAP STK CL C

$67.1M

233,880

2.0%

TSLA TESLA INC

COM

$66.2M

177,956

2.0%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$64.0M

107,097

1.9%

RDVY FIRST TR EXCHANGE TRADED FD

RISNG DIVD ACHIV

$63.9M

935,616

1.9%

AGG ISHARES TR

CORE US AGGBD ET

$62.5M

629,384

1.9%

V VISA INC

COM CL A

$59.9M

198,162

1.8%

WMT WALMART INC

COM

$53.0M

426,647

1.6%

PLTR PALANTIR TECHNOLOGIES INC

CL A

$52.3M

357,641

1.6%

IWF ISHARES TR

RUS 1000 GRW ETF

$50.4M

118,246

1.5%

LLY ELI LILLY & CO

COM

$49.9M

54,306

1.5%

IWD ISHARES TR

RUS 1000 VAL ETF

$47.0M

219,860

1.4%

— EXXON MOBIL CORP

COM

$46.6M

274,673

1.4%

CVX CHEVRON CORP NEW

COM

$46.0M

222,204

1.4%

GLD SPDR GOLD TR

GOLD SHS

$45.0M

104,516

1.4%

SPYG SPDR SERIES TRUST

STATE STREET SPD

$43.8M

447,709

1.3%

USFR WISDOMTREE TR

FLOATNG RAT TREA

$40.8M

810,901

1.2%

RTX RTX CORPORATION

COM

$40.3M

208,954

1.2%

IEFA ISHARES TR

CORE MSCI EAFE

$40.3M

444,614

1.2%

IWY ISHARES TR

RUS TP200 GR ETF

$39.0M

156,757

1.2%

ABBV ABBVIE INC

COM

$38.5M

177,186

1.2%

HD HOME DEPOT INC

COM

$38.5M

117,118

1.2%

EVMO MORGAN STANLEY ETF TRUST

EATON VANCE MORT

$36.7M

729,326

1.1%

VEA VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT

$36.5M

570,327

1.1%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$36.5M

644,712

1.1%

DGRW WISDOMTREE TR

US QTLY DIV GRT

$36.1M

411,010

1.1%

CGDV CAPITAL GROUP DIVIDEND VALUE

SHS CREATION UNI

$32.9M

773,695

1.0%

MRK MERCK & CO INC

COM

$31.3M

260,145

0.9%

MFSI MFS ACTIVE EXCHANGE TRADED F

INTERNATINL ETF

$31.2M

1,049,543

0.9%

MU MICRON TECHNOLOGY INC

COM

$31.1M

91,948

0.9%

IVW ISHARES TR

S&P 500 GRWT ETF

$30.6M

270,711

0.9%

NFLX NETFLIX INC.

COM

$30.6M

317,853

0.9%

AVUV AMERICAN CENTY ETF TR

US SML CP VALU

$30.4M

274,923

0.9%

JNJ JOHNSON & JOHNSON

COM

$30.2M

123,487

0.9%

IUSV ISHARES TR

CORE S&P US VLU

$29.3M

286,084

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

32%前 6 大占比

AAPL8.1%NVDA7.7%AMZN4.9%MSFT4.3%GOOGL3.8%QQQ3.1%