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
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 38
增持 95
减持 5
清仓 12
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$13.6M
1,529,256
+105%
增持
AMZN
AMAZON COM INC
+$8.7M
32,458
+113%
减持
AGG
ISHARES TR
-$6.6M
42,350
-47%
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
MSFT
MICROSOFT CORP
+$6.0M
300,702
+104%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.9M
457,652
增持
NVDA
NVIDIA CORPORATION
+$4.9M
30,232
+123%
增持
META
FACEBOOK INC
+$4.7M
138,492
+111%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.7M
433,866
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.6M
437,418
增持
AMD
ADVANCED MICRO DEVICES INC
+$4.5M
164,032
+305%
建仓
—
INVESCO EXCH TRD SLF IDX FD
+$4.3M
389,954
增持
GOOG
ALPHABET INC
+$3.7M
9,542
+138%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$3.6M
350,062
增持
VXF
VANGUARD INDEX FDS
+$3.1M
90,002
+196%
清仓
—
FLIR SYS INC
-$3.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$2.7M
60,502
+134%
增持
GOOGL
ALPHABET INC
+$2.7M
13,664
+101%
增持
VOO
VANGUARD INDEX FDS
+$2.6M
61,892
+135%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$2.6M
19,212
+757%
增持
—
ALPHA ARCHITECT ETF TR
+$2.5M
492,686
+162%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.4M
83,834
+125%
建仓
DDIV
FIRST TR EXCHANGE-TRADED FD
+$2.4M
151,486
清仓
FLNA
CASSAVA SCIENCES INC
-$2.3M
0
-100%
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$2.2M
72,710
建仓
—
CYMABAY THERAPEUTICS INC
+$2.2M
1,002,000
增持
MTUM
ISHARES TR
+$2.2M
84,524
+162%
增持
VB
VANGUARD INDEX FDS
+$2.1M
56,778
+184%
增持
QQQ
INVESCO QQQ TR
+$2.1M
63,292
+121%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$2.0M
83,498
增持
IVV
ISHARES TR
+$1.9M
71,816
+111%
增持
V
VISA INC
+$1.8M
135,342
+104%
增持
—
VIACOMCBS INC
+$1.8M
95,140
+1063%
增持
VUG
VANGUARD INDEX FDS
+$1.8M
35,298
+175%
建仓
MGK
VANGUARD WORLD FD
+$1.7M
14,652
增持
USMV
ISHARES TR
-$1.7M
64,186
+9%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$1.7M
173,000
增持
PYPL
PAYPAL HLDGS INC
+$1.6M
44,378
+123%
增持
DIS
DISNEY WALT CO
+$1.6M
151,900
+138%
减持
DXCM
DEXCOM INC
-$1.6M
1,638
-69%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$1.6M
115,732
增持
DGRO
ISHARES TR
+$1.5M
537,506
+116%
建仓
SONO
SONOS INC
+$1.5M
87,054
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
69,700
+100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.5M
78,744
+759%
增持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
51,874
+60%
增持
WFC
WELLS FARGO CO NEW
+$1.5M
167,216
+180%
增持
GCC
WISDOMTREE TR
+$1.5M
151,530
+1229%
建仓
JBI
JANUS INTERNATIONAL GROUP IN
+$1.4M
201,970
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.4M
34,764
+33%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
138,026
+47%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.4M
0
-100%
清仓
—
SOCIAL CAPITAL HEDOSOPHA HLD
-$1.4M
0
-100%
增持
SUSC
ISHARES TR
+$1.4M
452,044
+150%
增持
FXR
FIRST TR EXCHANGE TRADED FD
+$1.4M
53,908
+1264%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.3M
15,442
+127%
增持
—
VERU INC
-$1.3M
670,936
+83%
增持
—
EXXON MOBIL CORP
+$1.2M
193,244
+121%
增持
CRM
SALESFORCE COM INC
+$1.2M
52,438
+114%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.2M
139,266
+189%
清仓
FXN
FIRST TR EXCHANGE TRADED FD
-$1.2M
0
-100%
增持
ABNB
AIRBNB INC
+$1.2M
27,866
+466%
建仓
EQIX
EQUINIX INC
+$1.2M
3,000
增持
KMB
KIMBERLY-CLARK CORP
+$1.2M
75,800
+172%
建仓
RRR
RED ROCK RESORTS INC
+$1.2M
55,476
增持
TGT
TARGET CORP
+$1.2M
30,896
+139%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
167,950
+93%
增持
INTC
INTEL CORP
-$1.1M
166,292
+83%
增持
QDEF
FLEXSHARES TR
+$1.1M
181,524
+148%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
107,032
+105%
增持
SDY
SPDR SER TR
-$1.1M
21,782
+4%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
-$1.1M
41,206
+22%
增持
BX
BLACKSTONE GROUP INC
+$1.1M
88,560
+106%
建仓
COIN
COINBASE GLOBAL INC
+$1.1M
8,614
增持
ICSH
ISHARES TR
-$1.1M
221,070
+67%
减持
SMMV
ISHARES TR
-$1.1M
43,048
-16%
增持
F
FORD MTR CO DEL
+$1.1M
461,656
+138%
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.1M
7,814
清仓
FNY
FIRST TR EXCHANGE-TRADED ALP
-$1.0M
0
-100%
增持
FTEC
FIDELITY COVINGTON TRUST
-$1.0M
32,364
+17%
增持
BGRN
ISHARES TR
+$1.0M
142,178
+170%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.0M
25,932
+290%
增持
NKE
NIKE INC
+$1.0M
111,590
+95%
减持
MAS
MASCO CORP
-$993.7K
9,700
-55%
增持
BAC
BK OF AMERICA CORP
+$938.2K
496,460
+106%
增持
ABBV
ABBVIE INC
+$938.2K
128,166
+121%
增持
T
AT&T INC
-$933.9K
426,108
+82%
增持
MO
ALTRIA GROUP INC
-$914.6K
185,118
+78%
建仓
ARCC
ARES CAPITAL CORP
+$912.9K
93,158
建仓
MGC
VANGUARD WORLD FD
+$886.9K
11,634
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$877.5K
44,552
+141%
增持
PINS
PINTEREST INC
+$874.1K
27,758
+820%
增持
CDC
VICTORY PORTFOLIOS II
+$864.2K
66,874
+221%
增持
XRT
SPDR SER TR
+$840.3K
26,832
+415%
增持
FEM
FIRST TR EXCH TRD ALPHDX FD
+$822.2K
230,472
+153%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$816.4K
22,776
+332%
增持
SHW
SHERWIN WILLIAMS CO
-$814.7K
9,378
+231%
增持
NFLX
NETFLIX INC
+$813.4K
24,132
+126%
增持
HD
HOME DEPOT INC
+$810.6K
73,030
+106%
建仓
CCI
CROWN CASTLE INTL CORP NEW
+$806.8K
8,262
建仓
—
PACIFIC PREMIER BANCORP
+$785.8K
37,102
增持
FXH
FIRST TR EXCHANGE TRADED FD
+$783.2K
19,870
+465%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$782.8K
26,828
增持
JPM
JPMORGAN CHASE & CO
+$780.3K
209,212
+105%
增持
DOW
DOW INC
+$776.6K
49,676
+299%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$772.3K
80,424
+201%
建仓
POOL
POOL CORP
+$761.8K
3,318
清仓
IGM
ISHARES TR
-$760.0K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$752.6K
68,090
+144%
建仓
FIVE
FIVE BELOW INC
+$742.7K
7,676
增持
MMM
3M CO
+$742.5K
25,150
+176%
建仓
IAU
ISHARES GOLD TR
+$706.7K
41,884
增持
VTC
VANGUARD SCOTTSDALE FDS
+$706.2K
47,212
+188%
增持
LLY
LILLY ELI & CO
+$705.2K
36,488
+96%
增持
CVS
CVS HEALTH CORP
+$704.9K
140,724
+105%
建仓
RSPC
INVESCO EXCHANGE TRADED FD T
+$689.7K
35,046
建仓
APPS
DIGITAL TURBINE INC
+$676.7K
17,794
增持
UBER
UBER TECHNOLOGIES INC
+$663.6K
65,758
+264%
建仓
—
TIDAL ETF TR
+$659.7K
55,554
减持
—
U S CONCRETE INC
-$659.5K
14,470
-11%
增持
KCE
SPDR SER TR
+$656.0K
21,570
+407%
建仓
AIRR
FIRST TR EXCHANGE-TRADED FD
+$652.7K
31,796
建仓
VOT
VANGUARD INDEX FDS
+$652.7K
5,520
建仓
DSI
ISHARES TR
+$644.6K
15,554
清仓
FNOV
FIRST TR EXCHNG TRADED FD VI
-$639.0K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE-TRADED F
+$619.0K
32,702
+411%
清仓
PTH
INVESCO EXCHANGE TRADED FD T
-$618.0K
0
-100%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$616.6K
25,648
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$611.4K
54,102
+238%
增持
FVAL
FIDELITY COVINGTON TRUST
-$609.0K
126,164
+55%
增持
IHI
ISHARES TR
+$608.9K
27,176
+109%
增持
ZTS
ZOETIS INC
+$604.9K
41,886
+100%
增持
—
EATON CORP PLC
+$598.0K
40,190
+133%
建仓
PBA
PEMBINA PIPELINE CORP
+$596.6K
37,498
清仓
—
ISHARES GOLD TR
-$595.0K
0
-100%
增持
DOCU
DOCUSIGN INC
+$594.4K
9,926
+153%
增持
PENN
PENN NATL GAMING INC
-$592.4K
42,358
+101%
增持
TWLO
TWILIO INC
+$591.3K
21,954
+100%
清仓
PRN
INVESCO EXCHANGE TRADED FD T
-$590.0K
0
-100%
增持
—
DOMINION ENERGY INC
+$589.6K
93,770
+133%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$587.4K
53,348
+222%
建仓
—
TE CONNECTIVITY LTD
+$584.6K
8,636
清仓
JOYY
JOYY INC
-$582.0K
0
-100%
增持
ABT
ABBOTT LABS
+$569.0K
102,936
+128%
建仓
ESGD
ISHARES TR
+$561.6K
14,208
建仓
ICLN
ISHARES TR
+$544.5K
46,376
增持
VNQ
VANGUARD INDEX FDS
+$538.9K
76,242
+109%
增持
AXP
AMERICAN EXPRESS CO
+$535.2K
38,408
+106%
增持
DEO
DIAGEO PLC
+$526.0K
31,048
+108%
建仓
AN
AUTONATION INC
+$523.5K
11,034
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$514.4K
60,570
+105%
