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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 12
增持 28
减持 92
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$29.0M
764,774
-50%
增持
AMZN
AMAZON COM INC
-$19.2M
346,012
+910%
清仓
—
ALPHA ARCHITECT ETF TR
-$10.6M
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
QQQ
INVESCO QQQ TR
-$10.1M
28,044
-72%
减持
NVDA
NVIDIA CORPORATION
-$9.3M
75,317
-50%
清仓
—
ALPHA ARCHITECT ETF TR
-$8.3M
0
-100%
减持
TLT
ISHARES TR
-$7.7M
23,742
-85%
减持
MTUM
ISHARES TR
-$7.4M
60,287
-67%
增持
MGK
VANGUARD WORLD FD
+$7.3M
50,892
+201%
减持
TSLA
TESLA INC
-$7.0M
15,381
-52%
减持
MSFT
MICROSOFT CORP
-$7.0M
173,061
-48%
减持
IHI
ISHARES TR
-$6.4M
61,049
-80%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.1M
92,269
-48%
减持
VXF
VANGUARD INDEX FDS
-$6.1M
21,017
-80%
减持
SUSC
ISHARES TR
-$5.7M
15,199
-97%
建仓
IUSV
ISHARES TR
+$5.6M
83,224
减持
SPY
SPDR S&P 500 ETF TR
-$5.6M
28,675
-60%
增持
STIP
ISHARES TR
+$5.3M
85,725
+32%
减持
QDEF
FLEXSHARES TR
-$4.8M
10,309
-95%
减持
COST
COSTCO WHSL CORP NEW
-$4.8M
35,505
-53%
减持
GOOG
ALPHABET INC
-$4.6M
5,251
-54%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$4.4M
262,878
+651%
减持
DIS
DISNEY WALT CO
-$4.1M
78,409
-53%
减持
META
META PLATFORMS INC
-$4.1M
76,973
-48%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$4.0M
274,532
-69%
建仓
—
ETF SER SOLUTIONS
+$3.9M
259,172
清仓
FTXL
FIRST TR EXCHANGE-TRADED FD
-$3.8M
0
-100%
清仓
QABA
FIRST TR NASDAQ ABA CMNTY BK
-$3.8M
0
-100%
减持
BGRN
ISHARES TR
-$3.6M
6,044
-96%
增持
PSX
PHILLIPS 66
+$3.6M
68,739
+43%
减持
JPST
J P MORGAN EXCHANGE TRADED F
+$3.4M
143,021
-4%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$3.2M
111,524
-65%
减持
DGRO
ISHARES TR
+$3.1M
365,099
-32%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$3.0M
116,855
-66%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.9M
18,550
+46%
减持
ISTB
ISHARES TR
-$2.9M
10,696
-92%
减持
IEFA
ISHARES TR
-$2.9M
117,762
-58%
清仓
—
SOUTHERN CO
-$2.8M
0
-100%
减持
NFLX
NETFLIX INC
-$2.8M
12,483
-53%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$2.7M
18,089
-71%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.7M
64,896
-9%
减持
NEE
NEXTERA ENERGY INC
+$2.7M
102,917
-18%
清仓
—
OSI ETF TR
-$2.6M
0
-100%
减持
BAC
BK OF AMERICA CORP
-$2.6M
288,812
-49%
减持
JNJ
JOHNSON & JOHNSON
+$2.6M
92,870
-41%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.6M
19,079
-64%
增持
—
ACCENTURE PLC IRELAND
+$2.5M
20,054
+10%
减持
MRK
MERCK & CO INC
+$2.5M
123,447
-42%
减持
AVGO
BROADCOM INC
-$2.5M
10,665
-56%
增持
—
CHUBB LIMITED
+$2.4M
16,983
+104%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.4M
61,549
+156%
增持
ADI
ANALOG DEVICES INC
+$2.4M
32,603
+15%
减持
—
PARAMOUNT GLOBAL
-$2.4M
109,219
-55%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.4M
16,776
减持
IJH
ISHARES TR
+$2.4M
49,580
-25%
清仓
TSBK
TIMBERLAND BANCORP INC
-$2.3M
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$2.3M
220,348
-52%
增持
SUB
ISHARES TR
+$2.3M
29,947
+91%
减持
GD
GENERAL DYNAMICS CORP
+$2.3M
23,531
-2%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$2.3M
75,277
增持
FCPI
FIDELITY COVINGTON TRUST
+$2.3M
86,105
+477%
建仓
MTB
M & T BK CORP
+$2.2M
13,995
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$2.2M
67,358
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.2M
19,733
+14%
清仓
—
ALPHA ARCHITECT ETF TR
-$2.1M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$2.1M
60,125
-51%
建仓
OEFA
ALPS ETF TR
+$2.0M
90,510
建仓
MGA
MAGNA INTL INC
+$2.0M
36,850
增持
TXN
TEXAS INSTRS INC
+$2.0M
29,164
+8%
减持
BA
BOEING CO
-$1.9M
33,999
-51%
增持
FTXN
FIRST TR EXCHANGE-TRADED FD
+$1.9M
95,845
+311%
减持
—
VERU INC
+$1.9M
305,326
-52%
增持
—
LINDE PLC
+$1.9M
14,604
+2%
减持
ABBV
ABBVIE INC
-$1.9M
88,220
-54%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$1.9M
43,978
-74%
减持
IEF
ISHARES TR
-$1.9M
51,218
-61%
增持
PAYX
PAYCHEX INC
+$1.8M
27,412
+45%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.8M
19,771
-39%
减持
EFA
ISHARES TR
-$1.8M
40,738
-65%
减持
ANGL
VANECK ETF TRUST
-$1.8M
8,788
-93%
增持
—
ISHARES TR
+$1.7M
106,544
+49%
减持
PYPL
PAYPAL HLDGS INC
-$1.7M
35,280
-51%
减持
BX
BLACKSTONE INC
-$1.6M
47,675
-49%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$1.6M
0
-100%
减持
IWM
ISHARES TR
+$1.6M
27,088
-6%
增持
COWZ
PACER FDS TR
+$1.6M
50,273
+134%
减持
FDX
FEDEX CORP
+$1.6M
22,275
-25%
增持
APD
AIR PRODS & CHEMS INC
+$1.6M
9,807
+63%
减持
VTI
VANGUARD INDEX FDS
-$1.6M
64,542
-47%
清仓
QDEC
FIRST TR EXCHNG TRADED FD VI
-$1.6M
0
-100%
建仓
RHI
ROBERT HALF INTL INC
+$1.6M
20,841
减持
UNP
UNION PAC CORP
-$1.6M
27,604
-49%
建仓
FTAG
FIRST TR EXCHANGE TRADED FD
+$1.5M
56,471
减持
CRM
SALESFORCE INC
-$1.5M
34,108
-49%
建仓
TU
TELUS CORPORATION
+$1.5M
68,409
减持
SQ
BLOCK INC
-$1.5M
18,995
-52%
清仓
—
ETF SER SOLUTIONS
-$1.5M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.4M
47,718
-55%
增持
SPGI
S&P GLOBAL INC
+$1.4M
6,537
+77%
减持
—
PROSHARES TR II
+$1.4M
171,318
-16%
减持
VOE
VANGUARD INDEX FDS
-$1.4M
8,355
-75%
清仓
NXDT
NEXPOINT DIVERSIFIED REL ET
-$1.4M
0
-100%
减持
MO
ALTRIA GROUP INC
-$1.4M
121,009
-51%
增持
PVAL
PUTNAM ETF TRUST
+$1.4M
75,384
+125%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$1.4M
581,910
-50%
减持
IJR
ISHARES TR
-$1.4M
75,563
-51%
增持
BDX
BECTON DICKINSON & CO
+$1.3M
9,919
+19%
减持
LOW
LOWES COS INC
+$1.3M
32,512
-24%
减持
GOOGL
ALPHABET INC
-$1.3M
9,715
-40%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.3M
42,505
-59%
减持
TGT
TARGET CORP
-$1.3M
17,117
-51%
增持
COR
AMERISOURCEBERGEN CORP
+$1.3M
14,030
+53%
减持
—
BARCLAYS BANK PLC
-$1.3M
22,300
-84%
减持
CWB
SPDR SER TR
-$1.3M
7,509
-83%
清仓
FFEB
FIRST TR EXCHNG TRADED FD VI
-$1.3M
0
-100%
减持
V
VISA INC
-$1.2M
82,937
-48%
增持
—
BLACKROCK INC
+$1.2M
4,224
+22%
清仓
VNLA
JANUS DETROIT STR TR
-$1.2M
0
-100%
减持
CAT
CATERPILLAR INC
-$1.2M
28,760
-50%
减持
CVX
CHEVRON CORP NEW
-$1.2M
70,196
-50%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$1.2M
318,256
-38%
减持
ARKK
ARK ETF TR
-$1.2M
97,356
-37%
减持
AGG
ISHARES TR
+$1.2M
73,872
-37%
减持
F
FORD MTR CO DEL
-$1.2M
252,434
-47%
减持
IEMG
ISHARES INC
-$1.2M
82,453
-56%
减持
VOO
VANGUARD INDEX FDS
-$1.2M
32,246
-46%
建仓
FIW
FIRST TR EXCHANGE TRADED FD
+$1.2M
16,483
减持
HD
HOME DEPOT INC
+$1.2M
51,409
-40%
减持
ICSH
ISHARES TR
-$1.2M
184,687
-56%
减持
COIN
COINBASE GLOBAL INC
-$1.2M
5,028
-66%
减持
VFC
V F CORP
-$1.2M
7,167
-86%
清仓
EDV
VANGUARD WORLD FD
-$1.1M
0
-100%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
27,536
-45%
增持
PPG
PPG INDS INC
+$1.1M
19,035
+15%
减持
—
INVESCO EXCH TRD SLF IDX FD
+$1.1M
318,067
-40%
减持
PG
PROCTER AND GAMBLE CO
+$1.1M
97,338
-42%
减持
XLF
SELECT SECTOR SPDR TR
-$1.1M
59,471
-62%
增持
SYK
STRYKER CORPORATION
+$1.1M
11,651
+27%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$1.1M
119,624
-20%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.1M
187,472
-60%
增持
SLB
SCHLUMBERGER LTD
+$1.1M
39,403
+138%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
20,104
-51%
减持
IWF
ISHARES TR
-$1.0M
12,730
-54%
清仓
IWC
ISHARES TR
-$1.0M
0
-100%
减持
—
MEDTRONIC PLC
+$1.0M
48,718
-19%
清仓
QQQJ
INVESCO EXCH TRADED FD TR II
-$1.0M
0
-100%
减持
QCOM
QUALCOMM INC
-$1.0M
42,231
-50%
减持
XLU
SELECT SECTOR SPDR TR
-$1.0M
27,639
-65%
清仓
SPDW
SPDR INDEX SHS FDS
-$1.0M
0
-100%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.0M
10,623
-50%
