小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q1 调仓
2020-12-31 → 2021-03-31 · 共 150 项
建仓 24
增持 59
减持 45
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$9.0M
746,928
-0%
建仓
—
ALPHA ARCHITECT ETF TR
+$8.0M
298,154
减持
NXDT
NEXPOINT STRATEGIC OPPORTES
-$7.2M
303,092
-70%
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。
减持
AMZN
AMAZON COM INC
-$5.9M
15,249
-6%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$5.7M
0
-100%
建仓
SUSC
ISHARES TR
+$4.9M
181,063
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$4.0M
5,394
-96%
增持
MSFT
MICROSOFT CORP
+$3.9M
147,526
+6%
增持
QDEF
FLEXSHARES TR
+$3.4M
73,190
+849%
清仓
FPX
FIRST TR EXCHANGE TRADED FD
-$3.3M
0
-100%
减持
USMV
ISHARES TR
-$3.2M
58,622
-46%
清仓
FDD
FIRST TR STOXX EUROPEAN SELE
-$3.2M
0
-100%
清仓
FAB
FIRST TR MULTI CP VAL ALPHA
-$3.2M
0
-100%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$3.2M
689,153
+4%
增持
JPM
JPMORGAN CHASE & CO
+$3.1M
101,857
+3%
减持
FVAL
FIDELITY COVINGTON TRUST
-$3.0M
81,309
-51%
增持
QQQ
INVESCO QQQ TR
+$3.0M
28,582
+47%
清仓
SHOP
SHOPIFY INC
-$3.0M
0
-100%
增持
VXF
VANGUARD INDEX FDS
+$3.0M
30,415
+112%
减持
HGLB
HIGHLAND GLOBAL ALLOCATION F
-$2.9M
33,241
-93%
建仓
BGRN
ISHARES TR
+$2.9M
52,635
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$2.7M
33,803
+471%
清仓
—
MARINUS PHARMACEUTICALS INC
-$2.5M
0
-100%
增持
VB
VANGUARD INDEX FDS
+$2.4M
19,967
+111%
清仓
—
CYMABAY THERAPEUTICS INC
-$2.4M
0
-100%
建仓
FLNA
CASSAVA SCIENCES INC
+$2.3M
50,200
减持
GOOGL
ALPHABET INC
+$2.2M
6,798
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
86,918
-0%
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
25,829
+19%
增持
GOOG
ALPHABET INC
+$2.1M
4,017
+13%
增持
MTUM
ISHARES TR
+$2.1M
32,222
+68%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
148,394
+162%
减持
XLU
SELECT SECTOR SPDR TR
-$2.0M
34,563
-50%
减持
BAC
BK OF AMERICA CORP
+$2.0M
240,546
-1%
减持
IVW
ISHARES TR
-$2.0M
47,797
-40%
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$2.0M
52,437
+168%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$2.0M
30,175
增持
IGE
ISHARES TR
+$1.9M
98,222
+201%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.9M
32,421
+41%
减持
SMMV
ISHARES TR
-$1.8M
51,112
-53%
减持
SPIP
SPDR SER TR
-$1.7M
34,661
-62%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.7M
3,353
-70%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$1.7M
93,900
-23%
增持
HD
HOME DEPOT INC
+$1.7M
35,529
+3%
增持
USHY
ISHARES TR
+$1.7M
60,221
+212%
增持
IJR
ISHARES TR
+$1.7M
91,209
+2%
减持
HYG
ISHARES TR
-$1.6M
8,573
-68%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
205,449
+16%
清仓
MGA
MAGNA INTL INC
-$1.6M
0
-100%
减持
—
ALPHA ARCHITECT ETF TR
-$1.6M
83,817
-41%
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$1.5M
8,917
-77%
增持
WMT
WALMART INC
+$1.5M
49,632
+37%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$1.5M
73,500
减持
FPE
FIRST TR EXCH TRADED FD III
-$1.5M
134,070
-35%
增持
PYPL
PAYPAL HLDGS INC
+$1.4M
19,913
+36%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.4M
66,880
建仓
—
SOCIAL CAPITAL HEDOSOPHA HLD
+$1.4M
81,600
减持
GLD
SPDR GOLD TR
-$1.4M
44,620
-7%
减持
—
DOMINION ENERGY INC
-$1.3M
40,160
-25%
减持
VOO
VANGUARD INDEX FDS
-$1.3M
26,384
-17%
增持
DGRO
ISHARES TR
+$1.3M
248,723
+3%
建仓
BLOK
AMPLIFY ETF TR
+$1.3M
22,934
建仓
MAS
MASCO CORP
+$1.3M
21,375
增持
LMT
LOCKHEED MARTIN CORP
+$1.3M
24,710
+11%
减持
—
SOUTHERN CO
-$1.3M
64,312
-27%
增持
CVS
CVS HEALTH CORP
+$1.2M
68,746
+18%
增持
SHW
SHERWIN WILLIAMS CO
+$1.2M
2,837
+139%
减持
STNE
STONECO LTD
-$1.2M
13,257
-46%
增持
CVX
CHEVRON CORP NEW
+$1.2M
60,026
+1%
减持
META
FACEBOOK INC
+$1.2M
65,718
-2%
减持
DMO
WESTERN ASSET MTG DEFINED OP
-$1.2M
23,480
-79%
增持
XLY
SELECT SECTOR SPDR TR
+$1.2M
13,112
+108%
减持
AGG
ISHARES TR
-$1.1M
79,450
-8%
增持
—
FLIR SYS INC
+$1.1M
53,750
+23%
增持
CSCO
CISCO SYS INC
+$1.1M
153,698
+0%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$1.1M
120,911
+868%
减持
—
CHUBB LIMITED
-$1.1M
4,535
-62%
减持
PSF
COHEN & STEERS SELECT PFD &
-$1.1M
160,868
-20%
清仓
EQIX
EQUINIX INC
-$1.1M
0
-100%
清仓
APPS
DIGITAL TURBINE INC
-$1.1M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$1.1M
2,132
-57%
减持
—
VERU INC
-$1.0M
367,573
-37%
建仓
PSTG
PURE STORAGE INC
+$1.0M
48,538
增持
TXN
TEXAS INSTRS INC
+$1.0M
15,481
+31%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$999.0K
92,110
+123%
清仓
AMT
AMERICAN TOWER CORP NEW
-$992.0K
0
-100%
清仓
—
CANOPY GROWTH CORP
-$987.0K
0
-100%
减持
INTC
INTEL CORP
+$973.0K
90,916
-9%
清仓
TU
TELUS CORPORATION
-$973.0K
0
-100%
建仓
FTXO
FIRST TR EXCHANGE-TRADED FD
+$960.0K
30,787
增持
ELV
ANTHEM INC
+$942.0K
6,090
+54%
减持
CAT
CATERPILLAR INC
+$927.0K
19,740
-3%
建仓
ABNB
AIRBNB INC
+$925.0K
4,922
清仓
—
AMCOR PLC
-$923.0K
0
-100%
增持
IJH
ISHARES TR
+$920.0K
25,404
+2%
减持
CHWY
CHEWY INC
-$920.0K
7,976
-54%
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$920.0K
26,700
增持
AMAT
APPLIED MATLS INC
+$913.0K
12,795
+40%
减持
—
EXXON MOBIL CORP
+$890.0K
87,251
-9%
清仓
RIO
RIO TINTO PLC
-$874.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$857.0K
27,873
+29%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$853.0K
4
+100%
建仓
QYLD
GLOBAL X FDS
+$840.0K
37,230
减持
COST
COSTCO WHSL CORP NEW
-$832.0K
34,844
-1%
减持
TIP
ISHARES TR
-$819.0K
12,096
-34%
建仓
PNW
PINNACLE WEST CAP CORP
+$819.0K
10,070
减持
ITOT
ISHARES TR
-$812.0K
32,151
-27%
减持
BA
BOEING CO
+$806.0K
27,425
-4%
清仓
RKT
ROCKET COS INC
-$805.0K
0
-100%
建仓
SU
SUNCOR ENERGY INC NEW
+$803.0K
38,417
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$793.0K
29,482
+17%
减持
—
AMERICAN ELEC PWR CO INC
-$791.0K
35,400
-31%
减持
MO
ALTRIA GROUP INC
+$785.0K
104,228
-7%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$773.0K
29,952
-30%
建仓
PRLB
PROTO LABS INC
+$771.0K
6,336
减持
IVV
ISHARES TR
+$762.0K
34,035
-1%
增持
CWB
SPDR SER TR
+$758.0K
24,438
+58%
建仓
—
II-VI INC
+$757.0K
11,075
增持
GM
GENERAL MTRS CO
+$741.0K
25,727
+46%
清仓
—
RENEWABLE ENERGY GROUP INC
-$736.0K
0
-100%
清仓
MCHI
ISHARES TR
-$731.0K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP
+$723.0K
27,832
+18%
建仓
ARKF
ARK ETF TR
+$720.0K
14,086
建仓
EW
EDWARDS LIFESCIENCES CORP
+$712.0K
8,515
增持
VFC
V F CORP
+$710.0K
13,200
+230%
增持
BX
BLACKSTONE GROUP INC
+$709.0K
42,955
+12%
增持
—
ALPHA ARCHITECT ETF TR
+$707.0K
188,344
+12%
增持
ARKK
ARK ETF TR
+$704.0K
31,413
+30%
增持
JNJ
JOHNSON & JOHNSON
+$692.0K
69,771
+1%
建仓
SICP
SILVERGATE CAP CORP
+$687.0K
4,830
清仓
—
PING IDENTITY HLDG CORP
-$683.0K
0
-100%
增持
DE
DEERE & CO
+$680.0K
5,420
+7%
增持
ANGL
VANECK VECTORS ETF TR
+$677.0K
51,579
+71%
清仓
RRR
RED ROCK RESORTS INC
-$673.0K
0
-100%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$669.0K
55,317
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$668.0K
39,323
+19%
减持
VTI
VANGUARD INDEX FDS
+$668.0K
52,228
-0%
增持
LLY
LILLY ELI & CO
+$655.0K
18,658
+10%
增持
DHR
DANAHER CORPORATION
+$652.0K
7,526
+59%
清仓
CCI
CROWN CASTLE INTL CORP NEW
-$647.0K
0
-100%
增持
ICSH
ISHARES TR
+$646.0K
132,111
+11%
增持
WFC
WELLS FARGO CO NEW
+$635.0K
59,615
+5%
增持
UNP
UNION PAC CORP
+$633.0K
23,912
+6%
增持
COF
CAPITAL ONE FINL CORP
+$626.0K
10,736
+42%
增持
LOW
LOWES COS INC
+$613.0K
18,922
+2%
建仓
GNRC
GENERAC HLDGS INC
+$609.0K
1,859
建仓
—
VISTA OUTDOOR INC
+$609.0K
19,002
增持
CMCSA
COMCAST CORP NEW
+$599.0K
55,463
+18%
清仓
CRDF
CARDIFF ONCOLOGY INC
-$586.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$584.0K
11,434
+7%
