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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 13
增持 104
减持 18
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$31.0M
1,566,924
+2%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$17.7M
0
-100%
增持
MSFT
MICROSOFT CORP
+$11.6M
332,254
+6%
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
NVDA
NVIDIA CORPORATION
+$7.3M
142,248
+8%
建仓
—
VIACOMCBS INC
+$5.8M
229,998
清仓
—
ISHARES TR
-$5.7M
0
-100%
增持
HD
HOME DEPOT INC
+$5.5M
89,584
+12%
增持
COST
COSTCO WHSL CORP NEW
+$5.3M
75,772
+5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.2M
331,154
+189%
增持
AGG
ISHARES TR
+$5.1M
141,130
+178%
增持
TSLA
TESLA INC
+$5.0M
31,906
+4%
增持
ICSH
ISHARES TR
+$4.9M
359,872
+116%
清仓
—
DERMTECH INC
-$4.8M
0
-100%
增持
GOOGL
ALPHABET INC
+$4.6M
16,004
+15%
增持
IEFA
ISHARES TR
+$4.6M
268,876
+82%
清仓
FLNA
CASSAVA SCIENCES INC
-$4.4M
0
-100%
增持
IWP
ISHARES TR
+$4.2M
117,912
+154%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.0M
0
-100%
增持
PFE
PFIZER INC
+$3.9M
398,420
+9%
增持
CDC
VICTORY PORTFOLIOS II
+$3.8M
270,446
+56%
增持
VTV
VANGUARD INDEX FDS
+$3.7M
120,634
+58%
增持
—
ALPHA ARCHITECT ETF TR
+$3.6M
811,746
+32%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.5M
134,450
+169%
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$3.3M
252,590
+64%
增持
MTUM
ISHARES TR
+$3.3M
156,676
+26%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.2M
782,254
-24%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$3.2M
209,284
+144%
增持
IJH
ISHARES TR
+$3.2M
74,428
+33%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.1M
32,838
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.0M
176,650
+3%
增持
IWS
ISHARES TR
+$3.0M
81,530
+135%
增持
IHI
ISHARES TR
+$3.0M
292,134
+38%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
166,162
+9%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
284,844
+46%
增持
ABBV
ABBVIE INC
+$2.7M
181,676
+3%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.7M
159,472
+203%
增持
AVGO
BROADCOM INC
+$2.6M
24,628
+6%
增持
JNJ
JOHNSON &JOHNSON
+$2.6M
167,434
+15%
增持
QQQ
INVESCO QQQ TR
+$2.6M
80,060
+7%
增持
IVV
ISHARES TR
+$2.5M
81,522
+4%
增持
ABT
ABBOTT LABS
+$2.4M
124,848
+15%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$2.3M
60,360
+58%
清仓
—
MARINUS PHARMACEUTICALS INC
-$2.3M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.2M
177,422
+73%
增持
LOW
LOWES COS INC
+$2.2M
50,482
+19%
清仓
FYC
FIRST TR EXCHANGE-TRADED ALP
-$2.2M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$2.1M
145,228
+15%
增持
VTI
VANGUARD INDEX FDS
+$2.0M
118,092
+7%
建仓
MGA
MAGNA INTL INC
+$2.0M
50,000
增持
NKE
NIKE INC
+$2.0M
125,988
+8%
减持
QCOM
QUALCOMM INC
+$2.0M
76,310
-1%
建仓
JPST
J P MORGAN EXCHANGE-TRADED F
+$2.0M
78,344
增持
PEP
PEPSICO INC
+$2.0M
90,580
+15%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
141,986
-12%
增持
—
LYONDELLBASELL INDUSTRIES N
+$2.0M
48,638
+675%
增持
V
VISA INC
+$1.9M
163,194
+15%
增持
IWY
ISHARES TR
+$1.9M
26,710
+416%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$1.9M
71,102
+108%
增持
UNP
UNION PAC CORP
+$1.9M
55,068
+7%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$1.8M
89,544
+737%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.8M
388,136
-12%
减持
FT
FRANKLIN UNVL TR
-$1.8M
83,750
-84%
清仓
—
CYMABAY THERAPEUTICS INC
-$1.8M
0
-100%
增持
IEMG
ISHARES INC
+$1.8M
181,806
+55%
增持
IVW
ISHARES TR
+$1.8M
111,522
+44%
清仓
AVXL
ANAVEX LIFE SCIENCES CORP
-$1.8M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.7M
63,904
+2%
减持
—
PROSHARES TR II
-$1.7M
200,088
-29%
增持
IWX
ISHARES TR
+$1.7M
63,814
+258%
增持
VUG
VANGUARD INDEX FDS
+$1.6M
46,802
+15%
增持
—
ETF SER SOLUTIONS
+$1.6M
149,334
+331%
增持
CSCO
CISCO SYS INC
+$1.6M
332,360
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.6M
64,336
+2%
清仓
RFL
RAFAEL HLDGS INC
-$1.5M
0
-100%
增持
ZTS
ZOETIS INC
+$1.5M
46,158
+9%
建仓
—
BECTON DICKINSON &CO
+$1.5M
57,496
增持
KO
COCA COLA CO
+$1.5M
220,532
+15%
增持
DGRO
ISHARES TR
+$1.5M
558,598
+0%
增持
TLT
ISHARES TR
+$1.5M
165,690
+11%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.5M
155,372
-36%
增持
QTEC
FIRST TR NASDAQ 100 TECH IND
+$1.5M
56,558
+29%
减持
FTXL
FIRST TR EXCHANGE-TRADED FD
-$1.5M
12,084
-79%
建仓
TU
TELUS CORPORATION
+$1.5M
124,588
减持
UPS
UNITED PARCEL SERVICE INC
+$1.4M
92,568
-1%
增持
QYLD
GLOBAL X FDS
+$1.4M
279,312
+85%
清仓
RRR
RED ROCK RESORTS INC
-$1.4M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$1.4M
208,402
+35%
增持
IWF
ISHARES TR
+$1.4M
27,912
+34%
减持
USHY
ISHARES TR
-$1.4M
32,304
-67%
建仓
BCI
ABRDN ETFS
+$1.4M
119,222
增持
NEE
NEXTERA ENERGY INC
+$1.3M
124,002
+10%
增持
VFC
V F CORP
+$1.3M
44,184
+399%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.3M
348,302
+61%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
9,308
+48%
增持
PTNQ
PACER FDS TR
+$1.3M
69,390
+160%
增持
DHR
DANAHER CORPORATION
+$1.3M
22,626
+42%
建仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.3M
112,178
减持
—
DRAFTKINGS INC
-$1.3M
35,326
-52%
建仓
AVEM
AMERICAN CENTY ETF TR
+$1.3M
40,010
增持
SCZ
ISHARES TR
+$1.3M
59,694
+138%
建仓
—
BARCLAYS BANK PLC
+$1.2M
133,200
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
246,748
+16%
减持
F
FORD MTR CO DEL
+$1.2M
447,866
-8%
增持
MRVL
MARVELL TECHNOLOGY INC
+$1.2M
50,218
+50%
清仓
EQIX
EQUINIX INC
-$1.2M
0
-100%
增持
WMT
WALMART INC
+$1.2M
112,160
+13%
增持
WST
WEST PHARMACEUTICAL SVSC INC
+$1.2M
6,740
+261%
增持
IWO
ISHARES TR
+$1.2M
13,058
+159%
增持
GOOG
ALPHABET INC
+$1.2M
9,788
+0%
增持
SHM
SPDR SER TR
+$1.2M
58,652
+410%
减持
CVS
CVS HEALTH CORP
+$1.1M
144,420
-3%
增持
IWN
ISHARES TR
+$1.1M
26,464
+100%
增持
C
CITIGROUP INC
+$1.1M
117,290
+70%
增持
INTU
INTUIT
+$1.1M
8,242
+45%
增持
—
LINDE PLC
+$1.1M
14,482
+50%
增持
NOBL
PROSHARES TR
+$1.1M
57,882
+45%
建仓
SSUS
STRATEGY SHS
+$1.1M
57,518
增持
CAT
CATERPILLAR INC
+$1.1M
55,694
+14%
减持
KMB
KIMBERLY-CLARK CORP
-$1.1M
55,854
-27%
增持
MCD
MCDONALDS CORP
+$1.0M
67,104
+2%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.0M
152,906
+5%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$1.0M
88,410
-23%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.0M
0
-100%
增持
XLF
SELECT SECTOR SPDR TR
+$1.0M
160,116
+41%
增持
CLX
CLOROX CO DEL
+$999.0K
29,328
+56%
增持
XLK
SELECT SECTOR SPDR TR
+$991.0K
51,628
+10%
减持
—
VERU INC
-$991.0K
635,536
-5%
增持
BAC
BK OF AMERICA CORP
+$990.0K
547,510
+4%
增持
COIN
COINBASE GLOBAL INC
+$982.0K
14,536
+94%
增持
IAU
ISHARES GOLD TR
+$973.0K
115,032
+87%
增持
ADI
ANALOG DEVICES INC
+$960.0K
28,174
+56%
增持
TIP
ISHARES TR
+$933.9K
43,572
+48%
减持
AZO
AUTOZONE INC
+$929.9K
4,826
-1%
清仓
—
ISHARES TR
-$922.9K
0
-100%
增持
LLY
LILLY ELI &CO
+$918.9K
37,300
+2%
清仓
JBI
JANUS INTERNATIONAL GROUP IN
-$914.9K
0
-100%
建仓
PICK
ISHARES INC
+$913.9K
42,858
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$903.9K
41,238
+159%
增持
SBUX
STARBUCKS CORP
+$896.9K
120,622
+8%
增持
—
EXXON MOBIL CORP
+$889.9K
285,980
+7%
增持
TGT
TARGET CORP
+$885.9K
39,648
+22%
建仓
DIVO
AMPLIFY ETF TR
+$874.9K
45,788
增持
LMT
LOCKHEED MARTIN CORP
+$871.9K
53,970
+7%
减持
GILD
GILEAD SCIENCES INC
-$866.9K
54,112
-33%
增持
DFAU
DIMENSIONAL ETF TRUST
+$860.9K
69,716
+262%
增持
—
ISHARES TR
+$853.9K
127,416
+107%
增持
SHYG
ISHARES TR
+$851.9K
65,162
+138%
增持
SHW
SHERWIN WILLIAMS CO
+$834.8K
13,334
+23%
增持
MA
MASTERCARD INCORPORATED
+$821.8K
40,916
+9%
建仓
DBE
INVESCO DB MULTI-SECTOR COMM
+$807.8K
94,456
