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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 19
增持 70
减持 46
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
META
META PLATFORMS INC
-$5.3M
52,432
-32%
增持
SHY
ISHARES TR
+$5.0M
67,988
+1030%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$4.4M
17,475
-85%
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
MGK
VANGUARD WORLD FD
+$4.1M
76,548
+50%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$3.9M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.8M
359,045
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.8M
121,186
+197%
减持
AUPH
AURINIA PHARMACEUTICALS INC
-$3.7M
287,702
-51%
增持
ICSH
ISHARES TR
+$2.4M
232,571
+26%
增持
MSFT
MICROSOFT CORP
-$2.4M
180,611
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
-$2.3M
222,670
+5%
增持
VTI
VANGUARD INDEX FDS
+$2.3M
80,722
+25%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.3M
290,977
+32%
减持
MMM
3M CO
-$2.3M
11,249
-59%
增持
STIP
ISHARES TR
+$2.3M
114,174
+33%
清仓
DDEC
FIRST TR EXCHNG TRADED FD VI
-$2.3M
0
-100%
清仓
DNOV
FIRST TR EXCHNG TRADED FD VI
-$2.2M
0
-100%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$2.2M
74,209
-33%
增持
NVDA
NVIDIA CORPORATION
-$2.1M
76,356
+1%
减持
MTUM
ISHARES TR
-$2.1M
46,348
-23%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.1M
327,990
+48%
清仓
SRLN
SSGA ACTIVE ETF TR
-$2.1M
0
-100%
减持
—
ISHARES TR
-$2.0M
26,254
-75%
增持
VB
VANGUARD INDEX FDS
+$1.9M
56,225
+29%
增持
IVV
ISHARES TR
+$1.9M
48,883
+19%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
157,767
+21%
增持
GOOGL
ALPHABET INC
-$1.9M
201,975
+1979%
减持
DGRO
ISHARES TR
-$1.8M
350,661
-4%
减持
PFE
PFIZER INC
-$1.7M
185,218
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.7M
114,287
-33%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.6M
55,927
+35%
增持
DGRW
WISDOMTREE TR
+$1.6M
61,780
+107%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$1.6M
364,409
+33%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
91,223
-2%
增持
VOO
VANGUARD INDEX FDS
+$1.5M
38,706
+20%
增持
SUB
ISHARES TR
+$1.5M
45,303
+51%
减持
CRM
SALESFORCE INC
-$1.5M
28,629
-16%
增持
TSLA
TESLA INC
+$1.5M
44,723
+191%
增持
SHYG
ISHARES TR
+$1.4M
72,838
+101%
建仓
SPAB
SPDR SER TR
+$1.4M
57,277
建仓
FUMB
FIRST TR EXCH TRADED FD III
+$1.4M
71,796
建仓
TREX
TREX CO INC
+$1.4M
32,051
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.4M
99,596
+8%
增持
ABBV
ABBVIE INC
-$1.4M
90,246
+2%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.3M
161,886
+31%
增持
SBUX
STARBUCKS CORP
+$1.3M
77,066
+13%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.3M
63,707
+78%
增持
V
VISA INC
-$1.3M
84,721
+2%
减持
—
TWITTER INC
-$1.3M
5,176
-87%
减持
QCOM
QUALCOMM INC
-$1.2M
36,995
-12%
减持
ARKK
ARK ETF TR
-$1.2M
71,008
-27%
增持
WMT
WALMART INC
+$1.2M
68,764
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
63,602
+33%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$1.2M
9,920
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.1M
54,976
-9%
减持
ELV
ELEVANCE HEALTH INC
-$1.1M
4,532
-31%
减持
T
AT&T INC
-$1.1M
168,894
-3%
增持
NKE
NIKE INC
-$1.0M
81,003
+7%
减持
IRT
INDEPENDENCE RLTY TR INC
-$1.0M
113,595
-20%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.0M
38,461
-3%
清仓
TWLO
TWILIO INC
-$1.0M
0
-100%
减持
KO
COCA COLA CO
-$1.0M
104,180
-4%
增持
NFLX
NETFLIX INC
+$992.0K
13,487
+8%
增持
PYPL
PAYPAL HLDGS INC
+$986.0K
40,078
+14%
增持
LOW
LOWES COS INC
+$963.0K
35,367
+9%
建仓
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$957.0K
22,472
增持
PG
PROCTER AND GAMBLE CO
-$955.0K
103,294
+6%
减持
KMB
KIMBERLY-CLARK CORP
-$906.0K
33,704
-3%
建仓
BALT
INNOVATOR ETFS TR
+$902.0K
34,989
建仓
DFAS
DIMENSIONAL ETF TRUST
+$896.0K
19,257
增持
FDX
FEDEX CORP
-$884.0K
28,057
+26%
减持
CLX
CLOROX CO DEL
-$877.0K
20,159
-18%
建仓
—
PAVMED INC
+$860.0K
1,000,207
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$858.0K
22,118
+12%
建仓
EQIX
EQUINIX INC
+$853.0K
1,500
建仓
AMT
AMERICAN TOWER CORP NEW
+$847.0K
3,947
增持
INTC
INTEL CORP
-$836.0K
90,542
+7%
减持
TIP
ISHARES TR
-$826.0K
18,233
-24%
建仓
SHYD
VANECK ETF TRUST
+$806.0K
37,006
减持
USFR
WISDOMTREE TR
-$799.0K
26,228
-38%
减持
VXF
VANGUARD INDEX FDS
-$769.0K
15,628
-26%
增持
LMT
LOCKHEED MARTIN CORP
-$765.0K
25,991
+3%
减持
SPIP
SPDR SER TR
-$754.0K
9,773
-73%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$732.0K
61,648
-36%
减持
GCC
WISDOMTREE TR
-$724.0K
37,167
-42%
减持
LPLA
LPL FINL HLDGS INC
-$724.0K
989
-81%
减持
—
LINDE PLC
-$721.0K
12,902
-12%
减持
STZ
CONSTELLATION BRANDS INC
-$713.0K
5,376
-36%
增持
COST
COSTCO WHSL CORP NEW
+$712.0K
37,539
+6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$698.0K
10,743
-22%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$689.0K
2,043
增持
DVN
DEVON ENERGY CORP NEW
+$685.0K
30,681
+46%
增持
TXN
TEXAS INSTRS INC
+$685.0K
33,374
+14%
清仓
EXLS
EXLSERVICE HOLDINGS INC
-$677.0K
0
-100%
增持
ITOT
ISHARES TR
+$672.0K
69,941
+20%
增持
COP
CONOCOPHILLIPS
+$671.0K
32,496
+10%
清仓
—
NVENT ELECTRIC PLC
-$662.0K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$648.0K
4,481
减持
IJH
ISHARES TR
-$647.0K
48,202
-3%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$640.0K
101,084
-15%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$629.0K
142,544
+0%
增持
MGC
VANGUARD WORLD FD
+$628.0K
13,263
+70%
减持
VNQ
VANGUARD INDEX FDS
-$624.0K
34,627
-7%
清仓
—
II-VI INC
-$618.0K
0
-100%
清仓
YUMC
YUM CHINA HLDGS INC
-$616.0K
0
-100%
减持
FCPI
FIDELITY COVINGTON TRUST
-$607.0K
67,400
-22%
清仓
—
JACOBS ENGR GROUP INC
-$607.0K
0
-100%
减持
BA
BOEING CO
-$606.0K
33,385
-2%
清仓
—
AMERICAN ELEC PWR CO INC
-$603.0K
0
-100%
建仓
FCNCA
FIRST CTZNS BANCSHARES INC N
+$590.0K
740
增持
—
PARAMOUNT GLOBAL
-$579.0K
120,809
+11%
增持
PSX
PHILLIPS 66
+$570.0K
76,881
+12%
减持
TLT
ISHARES TR
-$568.0K
21,075
-11%
建仓
SPTL
SPDR SER TR
+$568.0K
19,160
增持
IWY
ISHARES TR
+$566.0K
29,838
+25%
增持
IEFA
ISHARES TR
-$565.0K
120,849
+3%
增持
UPS
UNITED PARCEL SERVICE INC
-$562.0K
55,147
+6%
清仓
—
GSK PLC
-$558.0K
0
-100%
清仓
AVEM
AMERICAN CENTY ETF TR
-$557.0K
0
-100%
增持
CMCSA
COMCAST CORP NEW
-$537.0K
73,886
+7%
增持
CSX
CSX CORP
+$532.0K
68,914
+54%
增持
AGG
ISHARES TR
+$530.0K
83,464
+13%
清仓
HCA
HCA HEALTHCARE INC
-$523.0K
0
-100%
增持
MPC
MARATHON PETE CORP
+$520.0K
19,273
+14%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$519.0K
393,366
+13%
建仓
FLRN
SPDR SER TR
+$517.0K
17,078
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$516.0K
8,921
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$501.0K
50,203
+59%
建仓
J
JACOBS SOLUTIONS INC
+$500.0K
4,608
增持
HD
HOME DEPOT INC
+$495.0K
52,892
+3%
建仓
SPYG
SPDR SER TR
+$489.0K
9,756
增持
GLD
SPDR GOLD TR
-$473.0K
48,910
+2%
增持
IWM
ISHARES TR
+$473.0K
30,687
+13%
减持
VOD
VODAFONE GROUP PLC NEW
-$467.0K
35,463
-36%
清仓
CRL
CHARLES RIV LABS INTL INC
-$466.0K
0
-100%
减持
MET
METLIFE INC
-$457.0K
17,295
-28%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$456.0K
19,726
+18%
增持
DWSH
ADVISORSHARES TR
+$455.0K
68,806
+133%
减持
QTEC
FIRST TR NASDAQ 100 TECH IND
-$448.0K
15,468
-14%
增持
NEE
NEXTERA ENERGY INC
+$448.0K
107,385
+4%
增持
MS
MORGAN STANLEY
+$447.0K
32,047
+17%
增持
BX
BLACKSTONE INC
+$446.0K
57,286
+20%
增持
—
CHUBB LIMITED
+$446.0K
20,802
+22%
增持
—
ACCENTURE PLC IRELAND
+$445.0K
23,369
+17%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$444.0K
17,183
+51%
减持
PM
PHILIP MORRIS INTL INC
-$443.0K
17,000
-9%
减持
EFA
ISHARES TR
-$435.0K
37,696
-7%
增持
MTB
M & T BK CORP
+$427.0K
15,072
+8%
减持
IUSV
ISHARES TR
-$426.0K
82,100
-1%
建仓
FJUN
FIRST TR EXCHNG TRADED FD VI
+$425.0K
12,495
