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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 34
增持 73
减持 27
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$17.7M
1,602,200
建仓
TLT
ISHARES TR
+$10.8M
149,358
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$6.0M
1,022,702
-22%
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。
建仓
—
DERMTECH INC
+$4.8M
301,800
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$4.5M
777,422
+122%
建仓
FLNA
CASSAVA SCIENCES INC
+$4.4M
140,000
增持
ISTB
ISHARES TR
+$3.7M
218,242
+194%
增持
MTUM
ISHARES TR
+$3.6M
124,806
+48%
增持
MSFT
MICROSOFT CORP
+$3.5M
314,098
+4%
减持
AAPL
APPLE INC
+$3.5M
1,529,246
-0%
增持
CDC
VICTORY PORTFOLIOS II
+$3.4M
173,822
+160%
建仓
—
PROSHARES TR II
+$3.2M
279,942
减持
BABA
ALIBABA GROUP HLDG LTD
-$3.2M
36,860
-29%
清仓
—
GENERAL ELECTRIC CO
-$2.8M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
195,142
+148%
建仓
GE
GENERAL ELECTRIC CO
+$2.7M
51,882
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$2.6M
154,232
+185%
增持
IEFA
ISHARES TR
+$2.5M
147,790
+85%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
72,330
+4%
增持
ABBV
ABBVIE INC
+$2.3M
177,182
+38%
增持
CRM
SALESFORCE COM INC
+$2.3M
64,462
+23%
建仓
—
MARINUS PHARMACEUTICALS INC
+$2.3M
400,000
建仓
FYC
FIRST TR EXCHANGE-TRADED ALP
+$2.2M
61,596
增持
IWP
ISHARES TR
+$2.2M
46,484
+491%
增持
QQQ
INVESCO QQQ TR
+$2.2M
74,672
+18%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$2.1M
114,490
+346%
减持
DDIV
FIRST TR EXCHANGE-TRADED FD
-$2.1M
18,978
-87%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$2.0M
114,428
+45%
增持
TSLA
TESLA INC
+$2.0M
30,628
+5%
清仓
HYLS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.9M
13,894
+2%
减持
WYNN
WYNN RESORTS LTD
-$1.8M
21,528
-52%
建仓
AVXL
ANAVEX LIFE SCIENCES CORP
+$1.8M
200,600
增持
—
EXXON MOBIL CORP
+$1.8M
267,282
+38%
增持
IHI
ISHARES TR
+$1.8M
212,458
+682%
建仓
VONG
VANGUARD SCOTTSDALE FDS
+$1.8M
49,984
增持
AMZN
AMAZON COM INC
+$1.8M
35,060
+8%
增持
IWS
ISHARES TR
+$1.7M
34,746
+768%
增持
VTV
VANGUARD INDEX FDS
+$1.7M
76,114
+50%
建仓
RFL
RAFAEL HLDGS INC
+$1.5M
100,000
清仓
SONO
SONOS INC
-$1.5M
0
-100%
增持
IVV
ISHARES TR
+$1.5M
78,634
+9%
增持
NVDA
NVIDIA CORPORATION
+$1.5M
131,176
+334%
增持
HD
HOME DEPOT INC
+$1.5M
79,996
+10%
减持
T
AT&T INC
-$1.4M
347,800
-18%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$1.4M
41,120
-76%
增持
NFLX
NETFLIX INC
+$1.4M
25,460
+6%
减持
ICSH
ISHARES TR
-$1.4M
166,336
-25%
增持
MRNA
MODERNA INC
+$1.4M
12,866
+38%
减持
FEM
FIRST TR EXCH TRD ALPHDX FD
-$1.3M
140,064
-39%
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$1.2M
39,830
增持
FEP
FIRST TR EXCH TRD ALPHDX FD
+$1.2M
176,776
+50%
增持
PYPL
PAYPAL HLDGS INC
+$1.1M
58,364
+32%
清仓
XOP
SPDR SER TR
-$1.1M
0
-100%
增持
GOOG
ALPHABET INC
+$1.0M
9,748
+2%
增持
IEMG
ISHARES INC
+$1.0M
117,166
+51%
增持
DAL
DELTA AIR LINES INC DEL
+$1.0M
68,040
+237%
增持
JPM
JPMORGAN CHASE & CO
+$1.0M
211,064
+1%
增持
BX
BLACKSTONE INC
+$993.0K
90,990
+3%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$985.0K
102,332
+47%
增持
WHR
WHIRLPOOL CORP
+$983.0K
12,052
+433%
建仓
—
AMEDISYS INC
+$971.0K
13,010
增持
BAC
BK OF AMERICA CORP
+$956.0K
527,204
+6%
增持
ADI
ANALOG DEVICES INC
+$939.9K
18,114
+170%
建仓
SCZ
ISHARES TR
+$933.9K
25,084
清仓
SU
SUNCOR ENERGY INC NEW
-$902.9K
0
-100%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$849.8K
34,226
+90%
清仓
—
INMODE LTD
-$832.8K
0
-100%
增持
ARKK
ARK ETF TR
+$830.8K
90,148
+42%
增持
VUG
VANGUARD INDEX FDS
+$830.8K
40,610
+15%
建仓
FDVV
FIDELITY COVINGTON TRUST
+$826.8K
44,670
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$818.8K
241,710
-14%
建仓
IAI
ISHARES TR
+$812.8K
15,552
清仓
PNW
PINNACLE WEST CAP CORP
-$811.8K
0
-100%
清仓
STNE
STONECO LTD
-$807.8K
0
-100%
建仓
VOX
VANGUARD WORLD FDS
+$773.8K
10,988
增持
PFE
PFIZER INC
+$766.8K
366,528
+1%
建仓
KMX
CARMAX INC
+$764.8K
11,938
增持
ARKW
ARK ETF TR
+$746.7K
23,660
+103%
增持
TWLO
TWILIO INC
-$742.7K
22,472
+2%
减持
VFC
V F CORP
-$741.7K
8,858
-65%
减持
—
VISTA OUTDOOR INC
-$731.7K
10,490
-74%
增持
QYLD
GLOBAL X FDS
+$728.7K
151,152
+80%
清仓
DIM
WISDOMTREE TR
-$723.7K
0
-100%
建仓
GUNR
FLEXSHARES TR
+$720.7K
39,332
增持
NEE
NEXTERA ENERGY INC
+$716.7K
113,150
+11%
清仓
DHI
D R HORTON INC
-$715.7K
0
-100%
增持
ESGD
ISHARES TR
+$714.7K
32,542
+129%
增持
IWM
ISHARES TR
+$709.7K
28,020
+36%
增持
GLD
SPDR GOLD TR
+$706.7K
89,234
+12%
建仓
LNC
LINCOLN NATL CORP IND
+$699.7K
20,340
增持
IWF
ISHARES TR
+$698.7K
20,830
+31%
减持
SLV
ISHARES SILVER TR
-$692.7K
41,660
-55%
增持
DSI
ISHARES TR
+$689.7K
32,044
+106%
增持
BP
BP PLC
+$688.7K
201,100
+29%
清仓
—
SLACK TECHNOLOGIES INC
-$686.7K
0
-100%
增持
—
BERRY GLOBAL GROUP INC
+$680.7K
37,762
+162%
建仓
GEF/B
GREIF INC
+$669.7K
20,656
建仓
HCA
HCA HEALTHCARE INC
+$664.7K
5,470
增持
DRI
DARDEN RESTAURANTS INC
+$637.6K
11,362
+271%
建仓
SHYG
ISHARES TR
+$625.6K
27,358
建仓
ARMK
ARAMARK
+$623.6K
37,896
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$619.6K
214,110
-9%
减持
NVS
NOVARTIS AG
-$617.6K
18,330
-39%
建仓
—
LIVANOVA PLC
+$615.6K
15,536
减持
ABNB
AIRBNB INC
-$613.6K
18,130
-35%
减持
USMV
ISHARES TR
-$604.6K
47,844
-25%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$602.6K
17,800
+15%
减持
XBI
SPDR SER TR
-$599.6K
4,840
-64%
清仓
PBA
PEMBINA PIPELINE CORP
-$596.6K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$588.6K
381,930
-13%
减持
—
II-VI INC
-$588.6K
9,808
-60%
增持
LMT
LOCKHEED MARTIN CORP
-$586.6K
50,534
+3%
建仓
IWX
ISHARES TR
+$586.6K
17,848
建仓
EWW
ISHARES INC
+$581.6K
24,094
增持
IWN
ISHARES TR
+$578.6K
13,236
+128%
增持
STZ
CONSTELLATION BRANDS INC
+$574.6K
17,936
+59%
清仓
—
JAZZ PHARMACEUTICALS PLC
-$570.6K
0
-100%
增持
ARKF
ARK ETF TR
+$568.6K
54,876
+89%
增持
VXF
VANGUARD INDEX FDS
+$566.6K
99,286
+10%
减持
SY
SO YOUNG INTERNATIONAL INC
-$564.6K
27,254
-79%
减持
AMD
ADVANCED MICRO DEVICES INC
+$563.6K
160,680
-2%
清仓
—
STABLE RD ACQUISITION CORP
-$563.6K
0
-100%
增持
BSV
VANGUARD BD INDEX FDS
+$562.6K
213,390
+7%
增持
LUV
SOUTHWEST AIRLS CO
+$551.6K
98,408
+32%
增持
ARKQ
ARK ETF TR
+$538.5K
23,486
+167%
清仓
—
U S CONCRETE INC
-$534.5K
0
-100%
建仓
—
ROYAL CARIBBEAN GROUP
+$527.5K
11,854
增持
—
INVESCO EXCH TRD SLF IDX FD
+$521.5K
483,184
+11%
增持
AZO
AUTOZONE INC
+$519.5K
4,864
+0%
减持
JBI
JANUS INTERNATIONAL GROUP IN
-$513.5K
149,310
-26%
减持
ROKU
ROKU INC
-$511.5K
4,872
-12%
增持
PENN
PENN NATL GAMING INC
+$510.5K
58,784
+39%
增持
SPY
SPDR S&P 500 ETF TR
+$505.5K
62,704
+4%
减持
USHY
ISHARES TR
-$505.5K
99,032
-19%
清仓
LGIH
LGI HOMES INC
-$504.5K
0
-100%
建仓
RGEN
REPLIGEN CORP
+$502.5K
3,472
增持
—
TE CONNECTIVITY LTD
+$499.5K
15,784
+83%
建仓
SPD
SIMPLIFY EXCHANGE TRADED FUN
+$499.5K
32,790
增持
CSCO
CISCO SYS INC
+$499.5K
328,632
+3%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$497.5K
57,846
-19%
增持
UNH
UNITEDHEALTH GROUP INC
+$494.5K
26,354
+13%
建仓
NUSC
NUSHARES ETF TR
+$489.5K
22,474
建仓
NFG
NATIONAL FUEL GAS CO
+$485.5K
18,462
增持
DGRO
ISHARES TR
+$484.5K
558,034
+4%
建仓
—
SIMPLIFY EXCHANGE TRADED FUN
+$484.5K
32,876
减持
SMMV
ISHARES TR
-$484.5K
18,080
-58%
增持
DIS
DISNEY WALT CO
+$483.5K
163,540
+8%
增持
ARKG
ARK ETF TR
+$482.5K
42,774
+77%
建仓
NFRA
FLEXSHARES TR
+$480.5K
17,210
