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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
$3.33B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 25
增持 79
减持 28
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$15.9M
749,504
+3%
增持
AMZN
AMAZON COM INC
+$6.6M
16,148
+9%
清仓
—
ISHARES TR
-$6.2M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$5.8M
118,606
+392%
建仓
—
ALPHA ARCHITECT ETF TR
+$5.6M
168,056
增持
AGG
ISHARES TR
+$4.5M
86,307
+81%
建仓
FXO
FIRST TR EXCHANGE TRADED FD
+$4.2M
124,668
增持
DGRO
ISHARES TR
+$4.1M
241,249
+49%
增持
DIS
DISNEY WALT CO
+$4.1M
66,999
+2%
增持
MSFT
MICROSOFT CORP
+$3.9M
139,222
+8%
建仓
—
ALPHA ARCHITECT ETF TR
+$3.9M
141,424
增持
TSLA
TESLA INC
+$3.5M
13,222
+0%
增持
IVV
ISHARES TR
+$3.5M
34,231
+27%
减持
—
VERU INC
+$3.4M
582,486
-4%
建仓
FPX
FIRST TR EXCHANGE TRADED FD
+$3.3M
27,853
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$3.3M
26,047
-71%
建仓
FDD
FIRST TR STOXX EUROPEAN SELE
+$3.2M
245,785
建仓
FAB
FIRST TR MULTI CP VAL ALPHA
+$3.2M
54,934
减持
KRMA
GLOBAL X FDS
-$3.1M
9,738
-93%
减持
JPM
JPMORGAN CHASE & CO
+$2.8M
98,905
-0%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$2.7M
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$2.7M
52,267
+19%
增持
WYNN
WYNN RESORTS LTD
+$2.7M
26,149
+533%
减持
NXDT
NEXPOINT STRATEGIC OPPORTES
-$2.6M
1,008,415
-34%
增持
IHI
ISHARES TR
+$2.5M
12,289
+154%
建仓
—
MARINUS PHARMACEUTICALS INC
+$2.5M
200,000
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.5M
121,861
-27%
建仓
FPXI
FIRST TR EXCHANGE TRADED FD
+$2.5M
35,501
增持
GOOGL
ALPHABET INC
+$2.4M
6,815
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$2.3M
4,503
-67%
增持
IJR
ISHARES TR
+$2.2M
89,846
+6%
增持
CSCO
CISCO SYS INC
+$2.2M
153,404
+29%
建仓
QTEC
FIRST TR NASDAQ 100 TECH IND
+$2.1M
15,348
增持
DEO
DIAGEO PLC
+$2.1M
14,549
+749%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$2.1M
15,248
-74%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.1M
660,489
-1%
建仓
DXCM
DEXCOM INC
+$2.1M
5,713
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$2.0M
0
-100%
清仓
—
BROOKFIELD PPTY REIT INC
-$2.0M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.0M
11,110
+318%
增持
V
VISA INC
+$2.0M
66,374
+6%
减持
CWB
SPDR SER TR
-$1.9M
15,437
-67%
减持
GLD
SPDR GOLD TR
-$1.9M
47,991
-18%
减持
USMV
ISHARES TR
-$1.8M
108,474
-24%
清仓
TLT
ISHARES TR
-$1.8M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$1.8M
59,375
+30%
增持
XLU
SELECT SECTOR SPDR TR
+$1.8M
68,524
+65%
清仓
IRM
IRON MTN INC NEW
-$1.8M
0
-100%
增持
BAC
BK OF AMERICA CORP
+$1.7M
243,268
+6%
增持
IJH
ISHARES TR
+$1.6M
24,785
+13%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
31,944
+5%
增持
AUPH
AURINIA PHARMACEUTICALS INC
+$1.5M
406,000
+35%
增持
ARKK
ARK ETF TR
+$1.5M
24,110
+40%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.5M
205,369
+46%
减持
LQD
ISHARES TR
-$1.4M
10,427
-51%
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
56,579
增持
TWLO
TWILIO INC
+$1.4M
11,112
+11%
建仓
—
WALGREENS BOOTS ALLIANCE INC
+$1.4M
35,406
减持
BA
BOEING CO
+$1.4M
28,523
-2%
清仓
DWSH
ADVISORSHARES TR
-$1.4M
0
-100%
减持
—
PING IDENTITY HLDG CORP
-$1.3M
24,083
-63%
清仓
EDV
VANGUARD WORLD FD
-$1.3M
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$1.3M
0
-100%
增持
GOOG
ALPHABET INC
+$1.3M
3,566
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.3M
25,218
+63%
增持
SBUX
STARBUCKS CORP
+$1.3M
50,094
+6%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$1.3M
2,674
-85%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.2M
93,780
-22%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
87,205
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.2M
12,345
+45%
减持
IEF
ISHARES TR
-$1.2M
56,197
-14%
增持
—
EXXON MOBIL CORP
+$1.2M
95,700
+17%
减持
QQQ
INVESCO QQQ TR
+$1.2M
19,451
-11%
增持
VO
VANGUARD INDEX FDS
+$1.2M
15,723
+33%
减持
MBB
ISHARES TR
-$1.1M
3,836
-73%
增持
QCOM
QUALCOMM INC
+$1.1M
33,736
+1%
增持
PYPL
PAYPAL HLDGS INC
+$1.1M
14,667
+27%
增持
COST
COSTCO WHSL CORP NEW
+$1.1M
35,022
+4%
增持
BND
VANGUARD BD INDEX FDS
+$1.1M
20,577
+155%
建仓
TROW
PRICE T ROWE GROUP INC
+$1.1M
7,328
清仓
XEL
XCEL ENERGY INC
-$1.1M
0
-100%
增持
EFA
ISHARES TR
+$1.1M
60,662
+14%
增持
NKE
NIKE INC
+$1.1M
54,537
+3%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.0M
36,900
+28%
增持
CVS
CVS HEALTH CORP
+$1.0M
58,038
+17%
增持
BX
BLACKSTONE GROUP INC
+$1.0M
38,511
+35%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.0M
39,013
+103%
增持
MA
MASTERCARD INCORPORATED
+$990.0K
16,507
+14%
增持
FTEC
FIDELITY COVINGTON TRUST
+$987.0K
27,025
+36%
增持
—
UNILEVER PLC
+$986.0K
24,337
+203%
减持
—
GENERAL ELECTRIC CO
+$971.0K
231,219
-4%
建仓
ANGL
VANECK VECTORS ETF TR
+$970.0K
30,212
增持
META
FACEBOOK INC
+$970.0K
66,739
+2%
增持
NVS
NOVARTIS AG
+$966.0K
15,192
+182%
减持
CCI
CROWN CASTLE INTL CORP NEW
-$958.0K
4,136
-57%
清仓
ET
ENERGY TRANSFER LP
-$955.0K
0
-100%
增持
SQ
SQUARE INC
+$951.0K
13,799
+7%
增持
—
DRAFTKINGS INC
+$949.0K
42,132
+123%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$939.0K
4,226
+84%
清仓
PLD
PROLOGIS INC.
-$929.0K
0
-100%
建仓
QQQJ
INVESCO EXCH TRADED FD TR II
+$926.0K
30,000
增持
SPY
SPDR S&P 500 ETF TR
+$923.0K
21,703
+2%
增持
VV
VANGUARD INDEX FDS
+$910.0K
10,556
+76%
减持
ABBV
ABBVIE INC
+$906.0K
55,917
-1%
增持
HON
HONEYWELL INTL INC
+$886.0K
15,107
+8%
增持
VTV
VANGUARD INDEX FDS
+$865.0K
23,520
+30%
增持
MO
ALTRIA GROUP INC
+$861.0K
111,602
+17%
减持
—
BARRICK GOLD CORP
-$857.0K
14,366
-66%
增持
FVAL
FIDELITY COVINGTON TRUST
+$855.0K
166,561
+2%
增持
JNJ
JOHNSON & JOHNSON
+$855.0K
69,046
+4%
增持
TXN
TEXAS INSTRS INC
+$848.0K
11,789
+57%
建仓
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$829.0K
41,250
增持
HYG
ISHARES TR
+$826.0K
27,175
+50%
增持
CHWY
CHEWY INC
+$820.0K
17,283
+22%
清仓
—
IMMUNOMEDICS INC
-$816.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$814.0K
23,635
+50%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$807.0K
48,312
-27%
清仓
—
UNILEVER N V
-$807.0K
0
-100%
建仓
—
M D C HLDGS INC
+$805.0K
16,209
减持
NOC
NORTHROP GRUMMAN CORP
-$803.0K
14,022
-12%
增持
WMT
WALMART INC
+$784.0K
36,184
+14%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$776.0K
3,385
增持
TSBK
TIMBERLAND BANCORP INC
+$769.0K
108,411
+1%
增持
STNE
STONECO LTD
+$769.0K
24,525
+2%
建仓
EL
LAUDER ESTEE COS INC
+$766.0K
2,917
建仓
DIM
WISDOMTREE TR
+$763.0K
11,934
增持
EDF
STONE HBR EMERGING MKTS INCO
+$762.0K
147,869
+125%
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$761.0K
0
-100%
增持
—
EATON CORP PLC
+$759.0K
15,313
+46%
增持
EEM
ISHARES TR
+$755.0K
20,317
+203%
清仓
IVOL
KRANESHARES TR
-$755.0K
0
-100%
建仓
AIVI
WISDOMTREE TR
+$754.0K
18,510
清仓
CNQ
CANADIAN NAT RES LTD
-$748.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$740.0K
7,555
增持
GILD
GILEAD SCIENCES INC
+$730.0K
38,271
+71%
减持
NIO
NIO INC
-$728.0K
8,220
-84%
增持
VYM
VANGUARD WHITEHALL FDS
+$727.0K
21,615
+42%
清仓
ITM
VANECK VECTORS ETF TR
-$726.0K
0
-100%
增持
—
BLACKROCK INC
+$723.0K
1,813
+81%
建仓
MSTR
MICROSTRATEGY INC
+$718.0K
1,840
增持
GS
GOLDMAN SACHS GROUP INC
+$717.0K
11,702
+1%
增持
FDIS
FIDELITY COVINGTON TRUST
+$709.0K
27,683
+35%
建仓
INTU
INTUIT
+$709.0K
1,887
增持
MS
MORGAN STANLEY
+$709.0K
17,606
+75%
建仓
ARKW
ARK ETF TR
+$695.0K
4,710
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$693.0K
5,414
+33%
增持
IWM
ISHARES TR
+$689.0K
10,344
+14%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$688.0K
52,427
+12%
增持
—
GARMIN LTD
+$680.0K
18,273
+15%
增持
HYLS
FIRST TR EXCHANGE-TRADED FD
+$676.0K
29,352
+83%
