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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 24
增持 48
减持 67
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
META
META PLATFORMS INC
-$7.6M
148,182
+3%
建仓
AUPH
AURINIA PHARMACEUTICALS INC
+$7.2M
1,163,820
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$6.1M
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。
减持
HD
HOME DEPOT INC
-$5.7M
86,256
-4%
减持
AAPL
APPLE INC
-$5.7M
1,528,470
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$5.2M
122,818
-50%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.9M
177,320
+0%
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.8M
400,850
清仓
—
DOMINION ENERGY INC
-$4.7M
0
-100%
增持
MSFT
MICROSOFT CORP
-$4.5M
333,508
+0%
增持
DFAU
DIMENSIONAL ETF TRUST
+$4.3M
342,882
+392%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
320,118
+894%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
462,292
+62%
减持
PSF
COHEN &STEERS SELECT PFD &
-$3.8M
21,868
-93%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$3.8M
289,176
建仓
QABA
FIRST TR NASDAQ ABA CMNTY BK
+$3.8M
133,934
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$3.6M
627,314
-20%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.6M
121,752
-14%
建仓
STIP
ISHARES TR
+$3.4M
64,948
减持
IVV
ISHARES TR
-$3.3M
70,998
-13%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$3.3M
108,156
+795%
增持
ABBV
ABBVIE INC
+$3.1M
190,064
+5%
减持
NFLX
NETFLIX INC
-$3.1M
26,328
-1%
减持
CVX
CHEVRON CORP NEW
+$2.8M
139,616
-4%
增持
VTV
VANGUARD INDEX FDS
+$2.8M
157,994
+31%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.8M
6,352
-92%
减持
PYPL
PAYPAL HLDGS INC
-$2.7M
71,854
-1%
减持
IJR
ISHARES TR
-$2.7M
154,556
-20%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$2.6M
105,418
-50%
增持
CDC
VICTORY PORTFOLIOS II
+$2.4M
330,014
+22%
减持
NXDT
NEXPOINT DIVERSIFIED REL ET
-$2.4M
177,736
-68%
增持
IFRA
ISHARES TR
+$2.3M
134,978
+737%
增持
JPM
JPMORGAN CHASE &CO
-$2.3M
225,290
+1%
清仓
—
AMERICAN ELEC PWR CO INC
-$2.2M
0
-100%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$2.2M
58,556
-34%
减持
LOW
LOWES COS INC
-$2.2M
42,918
-15%
减持
SBUX
STARBUCKS CORP
-$2.1M
109,436
-9%
清仓
MGA
MAGNA INTL INC
-$2.0M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
+$2.0M
52,564
-3%
增持
QQQ
INVESCO QQQ TR
+$2.0M
98,888
+24%
减持
IGSB
ISHARES TR
-$2.0M
23,362
-76%
增持
GOOG
ALPHABET INC
+$2.0M
11,540
+18%
增持
MCO
MOODYS CORP
+$2.0M
13,804
+611%
减持
DIS
DISNEY WALT CO
-$1.9M
167,794
-3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.9M
201,484
+50%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$1.8M
53,222
-12%
减持
TLT
ISHARES TR
-$1.8M
158,330
-4%
减持
PFE
PFIZER INC
-$1.8M
384,112
-4%
增持
NKE
NIKE INC
-$1.8M
129,686
+3%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$1.8M
148,936
+90%
增持
CLX
CLOROX CO DEL
+$1.8M
62,142
+112%
减持
ISTB
ISHARES TR
-$1.8M
139,410
-32%
减持
AGG
ISHARES TR
-$1.8M
117,574
-17%
建仓
—
AES CORP
+$1.7M
35,000
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$1.7M
43,890
-38%
减持
IJH
ISHARES TR
-$1.7M
65,802
-12%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$1.7M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
59,548
-7%
增持
MO
ALTRIA GROUP INC
+$1.7M
246,306
+23%
建仓
RRR
RED ROCK RESORTS INC
+$1.6M
65,576
增持
XMLV
INVESCO EXCH TRADED FD TR II
+$1.6M
320,450
+27%
建仓
SRLN
SSGA ACTIVE ETF TR
+$1.5M
67,810
减持
AMZN
AMAZON COM INC
-$1.5M
34,268
-0%
增持
MMM
3M CO
+$1.5M
53,806
+92%
减持
ZTS
ZOETIS INC
-$1.5M
44,126
-4%
清仓
TU
TELUS CORPORATION
-$1.5M
0
-100%
增持
FDX
FEDEX CORP
+$1.5M
29,706
+93%
增持
GLD
SPDR GOLD TR
+$1.4M
104,906
+12%
减持
ABT
ABBOTT LABS
-$1.4M
124,758
-0%
减持
CSCO
CISCO SYS INC
-$1.4M
327,998
-1%
减持
—
EXXON MOBIL CORP
+$1.4M
245,352
-14%
减持
—
ALPHA ARCHITECT ETF TR
-$1.4M
477,252
-9%
增持
MTUM
ISHARES TR
+$1.4M
185,446
+18%
减持
MINT
PIMCO ETF TR
-$1.4M
10,748
-71%
增持
ICSH
ISHARES TR
+$1.3M
415,124
+15%
建仓
AAP
ADVANCE AUTO PARTS INC
+$1.3M
12,956
建仓
ROL
ROLLINS INC
+$1.3M
75,986
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
109,248
-31%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
48,052
+22%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.3M
167,026
+8%
减持
—
ALPHA ARCHITECT ETF TR
-$1.2M
781,404
-4%
建仓
VNLA
JANUS DETROIT STR TR
+$1.2M
50,642
减持
DGRO
ISHARES TR
-$1.2M
535,252
-4%
建仓
USFR
WISDOMTREE TR
+$1.2M
48,008
增持
FDT
FIRST TR EXCH TRD ALPHDX FD
+$1.2M
82,680
+107%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
72,414
+13%
减持
CRL
CHARLES RIV LABS INTL INC
-$1.2M
4,390
-54%
建仓
FLNA
CASSAVA SCIENCES INC
+$1.2M
63,000
减持
INTU
INTUIT
-$1.2M
6,226
-24%
减持
IVW
ISHARES TR
-$1.2M
92,064
-17%
增持
XLE
SELECT SECTOR SPDR TR
+$1.1M
102,904
+2%
减持
BCI
ABRDN ETFS
-$1.1M
16,696
-86%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$1.1M
65,650
+221%
建仓
EDV
VANGUARD WORLD FD
+$1.1M
18,436
增持
TWLO
TWILIO INC
-$1.1M
24,086
+2%
增持
MRK
MERCK &CO INC
+$1.1M
213,742
+7%
减持
SHM
SPDR SER TR
-$1.1M
15,258
-74%
减持
SHW
SHERWIN WILLIAMS CO
-$1.1M
10,350
-22%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$1.1M
140,720
+223%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$1.0M
45,450
-49%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$1.0M
78,268
建仓
SPDW
SPDR INDEX SHS FDS
+$1.0M
58,506
增持
NOC
NORTHROP GRUMMAN CORP
+$966.0K
29,816
+1%
增持
CRM
SALESFORCE COM INC
-$954.0K
67,420
+6%
增持
—
PARAMOUNT GLOBAL
+$948.9K
242,068
+5%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$944.9K
883,322
+12%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$931.9K
21,450
+5%
增持
IWS
ISHARES TR
+$928.9K
98,920
+21%
减持
FPE
FIRST TR EXCH TRADED FD III
-$925.9K
274,828
-21%
清仓
—
M D C HLDGS INC
-$922.9K
0
-100%
清仓
—
BERRY GLOBAL GROUP INC
-$906.9K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$906.9K
10,060
-41%
建仓
—
ISHARES TR
+$895.9K
71,308
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$885.9K
20,446
-31%
增持
IAU
ISHARES GOLD TR
+$885.9K
156,770
+36%
减持
TGT
TARGET CORP
-$882.9K
34,926
-12%
减持
FXL
FIRST TR EXCHANGE TRADED FD
-$872.9K
11,534
-51%
增持
IXUS
ISHARES TR
+$860.9K
61,880
+83%
增持
PSX
PHILLIPS 66
+$851.9K
47,926
+42%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$828.8K
149,188
+33%
建仓
JVAL
J P MORGAN EXCHANGE-TRADED F
+$823.8K
44,520
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$822.8K
83,004
+217%
清仓
—
XILINX INC
-$814.8K
0
-100%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$814.8K
150,890
-15%
减持
PTNQ
PACER FDS TR
-$804.8K
47,554
-31%
减持
DHR
DANAHER CORPORATION
-$803.8K
19,904
-12%
减持
EL
LAUDER ESTEE COS INC
-$792.8K
6,932
-26%
减持
TXN
TEXAS INSTRS INC
-$790.8K
26,916
-22%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$784.8K
38,370
建仓
GSST
GOLDMAN SACHS ETF TR
+$781.8K
31,140
减持
—
ACCENTURE PLC IRELAND
-$771.8K
18,276
-2%
建仓
MDYV
SPDR SER TR
+$749.7K
21,290
建仓
SLYV
SPDR SER TR
+$725.7K
17,408
减持
FXD
FIRST TR EXCHANGE TRADED FD
-$715.7K
58,064
-22%
清仓
AN
AUTONATION INC
-$709.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
-$701.7K
168,702
+2%
增持
GOOGL
ALPHABET INC
-$700.7K
16,166
+1%
减持
PPG
PPG INDS INC
-$700.7K
16,482
-20%
减持
—
SOUTHERN CO
-$694.7K
102,570
-21%
减持
MRNA
MODERNA INC
-$683.7K
12,498
-10%
清仓
—
APOLLO GLOBAL MGMT INC
-$681.7K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$681.7K
42,290
-16%
减持
SSUS
STRATEGY SHS
-$673.7K
22,378
-61%
减持
GM
GENERAL MTRS CO
-$673.7K
80,008
-3%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$671.7K
2,628
-62%
建仓
KRE
SPDR SER TR
+$662.7K
19,218
减持
T
AT&T INC
-$657.7K
347,270
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$656.7K
8,292
-11%
建仓
—
PACIFIC PREMIER BANCORP
+$656.7K
37,102
减持
APD
AIR PRODS &CHEMS INC
-$650.6K
6,022
-35%
