小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 20
增持 90
减持 31
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
AMZN
AMAZON COM INC
-$10.9M
353,234
-2%
建仓
XSEP
FIRST TR EXCHNG TRADED FD VI
+$10.8M
350,075
建仓
XDEC
FIRST TR EXCHNG TRADED FD VI
+$9.6M
323,835
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
FTCS
FIRST TR EXCHANGE-TRADED FD
+$9.3M
204,330
+126%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$8.9M
233,035
+178%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$7.8M
256,181
+410%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$7.5M
100,388
+484%
增持
IWD
ISHARES TR
+$7.4M
57,968
+471%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$7.0M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$6.9M
0
-100%
增持
FJUN
FIRST TR EXCHNG TRADED FD VI
+$6.8M
200,864
+1508%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$6.8M
108,046
+8%
减持
AAPL
APPLE INC
-$6.4M
757,518
-0%
增持
TSLA
TESLA INC
-$6.3M
44,943
+0%
增持
TLT
ISHARES TR
+$6.3M
84,767
+302%
建仓
QQXT
FIRST TR EXCHANGE-TRADED FD
+$5.2M
68,311
建仓
AVUV
AMERICAN CENTY ETF TR
+$4.8M
64,754
减持
JPM
JPMORGAN CHASE &CO
+$4.4M
155,749
-1%
增持
CVX
CHEVRON CORP NEW
+$4.4M
82,923
+13%
增持
FENY
FIDELITY COVINGTON TRUST
+$4.3M
199,923
+669%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$4.1M
455,746
+16%
增持
MS
MORGAN STANLEY
+$4.0M
76,376
+138%
增持
LMT
LOCKHEED MARTIN CORP
+$3.8M
28,478
+10%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.6M
52,514
+1103%
增持
IJR
ISHARES TR
+$3.6M
114,408
+37%
增持
MRK
MERCK &CO INC
+$3.5M
133,239
+1%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$3.4M
97,748
-68%
增持
IWB
ISHARES TR
+$3.4M
17,453
+1072%
增持
PSX
PHILLIPS 66
+$3.3M
91,698
+19%
增持
PG
PROCTER AND GAMBLE CO
+$3.3M
107,677
+4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.3M
189,969
+57%
增持
—
EXXON MOBIL CORP
+$3.2M
117,524
+5%
减持
—
VERU INC
-$3.2M
62,701
-79%
增持
GD
GENERAL DYNAMICS CORP
+$3.2M
34,819
+35%
增持
DGRO
ISHARES TR
+$3.2M
375,255
+7%
减持
SUB
ISHARES TR
-$3.1M
14,411
-68%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.1M
89,082
+25%
减持
MTUM
ISHARES TR
-$3.1M
20,527
-56%
减持
IEF
ISHARES TR
-$3.1M
19,464
-62%
建仓
IOO
ISHARES TR
+$3.0M
46,792
清仓
SHYG
ISHARES TR
-$2.9M
0
-100%
建仓
CNQ
CANADIAN NAT RES LTD
+$2.9M
52,102
增持
IEFA
ISHARES TR
+$2.8M
148,685
+23%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
67,475
+21%
增持
HD
HOME DEPOT INC
+$2.7M
54,706
+3%
增持
CSCO
CISCO SYS INC
+$2.7M
245,862
+9%
增持
PFE
PFIZER INC
+$2.6M
209,235
+13%
增持
BA
BOEING CO
+$2.6M
34,642
+4%
增持
ABBV
ABBVIE INC
+$2.5M
90,614
+0%
增持
DGRW
WISDOMTREE TR
+$2.5M
97,096
+57%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
314,870
+8%
减持
—
PROSHARES TR II
-$2.5M
87,472
-57%
增持
SHY
ISHARES TR
+$2.4M
97,480
+43%
建仓
SOXX
ISHARES TR
+$2.3M
6,548
增持
VTV
VANGUARD INDEX FDS
+$2.3M
94,915
+6%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$2.2M
207,695
-37%
增持
IWF
ISHARES TR
+$2.2M
23,203
+75%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$2.2M
0
-100%
建仓
SPTS
SPDR SER TR
+$2.2M
74,776
增持
MGK
VANGUARD WORLD FD
+$2.2M
90,046
+18%
增持
COWZ
PACER FDS TR
+$2.1M
94,340
+73%
增持
VGT
VANGUARD WORLD FDS
+$2.1M
8,418
+333%
减持
IWM
ISHARES TR
-$2.1M
17,099
-44%
增持
VBR
VANGUARD INDEX FDS
+$2.1M
15,989
+388%
减持
FDT
FIRST TR EXCH TRD ALPHDX FD
-$2.1M
8,728
-85%
减持
META
META PLATFORMS INC
-$2.1M
41,992
-20%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$2.0M
228,030
+35%
增持
MBB
ISHARES TR
+$2.0M
27,200
+393%
建仓
RF
REGIONS FINANCIAL CORP NEW
+$2.0M
93,354
增持
AVGO
BROADCOM INC
+$2.0M
12,188
+12%
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$2.0M
162,001
+242%
清仓
OEFA
ALPS ETF TR
-$1.9M
0
-100%
增持
KHC
KRAFT HEINZ CO
+$1.9M
60,889
+280%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$1.9M
0
-100%
减持
—
AES CORP
-$1.9M
9,288
-71%
建仓
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.9M
53,024
增持
IJH
ISHARES TR
+$1.9M
51,461
+7%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.9M
236,664
+87%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
167,364
+17%
减持
XMLV
INVESCO EXCH TRADED FD TR II
-$1.8M
32,368
-56%
增持
STIP
ISHARES TR
+$1.8M
131,951
+16%
建仓
SLQD
ISHARES TR
+$1.8M
37,781
增持
AMGN
AMGEN INC
+$1.8M
42,505
+2%
减持
NKE
NIKE INC
+$1.8M
72,901
-10%
增持
LLY
LILLY ELI &CO
+$1.8M
21,624
+14%
增持
VOE
VANGUARD INDEX FDS
+$1.7M
21,666
+123%
建仓
OCTT
AIM ETF PRODUCTS TRUST
+$1.7M
61,713
减持
IVV
ISHARES TR
-$1.7M
41,109
-16%
建仓
ALLY
ALLY FINL INC
+$1.7M
70,908
增持
USFR
WISDOMTREE TR
+$1.7M
60,339
+130%
增持
IEMG
ISHARES INC
+$1.7M
114,199
+35%
增持
WMT
WALMART INC
+$1.7M
74,813
+9%
增持
TGT
TARGET CORP
+$1.7M
29,319
+62%
减持
CDC
VICTORY PORTFOLIOS II
-$1.7M
178,778
-17%
减持
DFAU
DIMENSIONAL ETF TRUST
-$1.7M
45,250
-60%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
88,991
+40%
增持
MCD
MCDONALDS CORP
+$1.6M
39,450
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$1.6M
70,403
+11%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
60,311
+9%
减持
V
VISA INC
+$1.5M
79,891
-6%
增持
JNJ
JOHNSON &JOHNSON
+$1.5M
93,112
+2%
增持
DE
DEERE &CO
+$1.5M
9,303
+27%
减持
GOOG
ALPHABET INC
-$1.5M
107,546
-7%
减持
PYPL
PAYPAL HLDGS INC
-$1.5M
27,193
-32%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
24,661
+62%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$1.5M
45,398
减持
IVW
ISHARES TR
-$1.5M
46,298
-36%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.5M
42,828
+11%
增持
STZ
CONSTELLATION BRANDS INC
+$1.5M
11,587
+116%
增持
—
HESS CORP
+$1.4M
13,490
+217%
减持
CAT
CATERPILLAR INC
+$1.4M
26,087
-11%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$1.4M
12,333
-59%
建仓
OUSM
ALPS ETF TR
+$1.4M
42,522
增持
TREX
TREX CO INC
+$1.4M
66,614
+108%
增持
F
FORD MTR CO DEL
+$1.4M
371,576
+42%
增持
HYG
ISHARES TR
+$1.4M
22,569
+423%
增持
IWY
ISHARES TR
+$1.4M
40,783
+37%
增持
PEP
PEPSICO INC
+$1.3M
42,809
+9%
增持
SPY
SPDR S&P 500 ETF TR
+$1.3M
31,310
+5%
建仓
HYLS
FIRST TR EXCHANGE-TRADED FD
+$1.3M
33,904
清仓
FLNA
CASSAVA SCIENCES INC
-$1.3M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$1.3M
36,229
+20%
减持
ICSH
ISHARES TR
-$1.3M
206,703
-11%
增持
IWX
ISHARES TR
+$1.3M
60,410
+32%
增持
HON
HONEYWELL INTL INC
+$1.3M
23,107
+5%
增持
AGG
ISHARES TR
+$1.3M
96,011
+15%
减持
—
PARAMOUNT GLOBAL
-$1.3M
99,539
-18%
建仓
NVBT
AIM ETF PRODUCTS TRUST
+$1.2M
49,542
增持
DIVO
AMPLIFY ETF TR
+$1.2M
55,567
+136%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$1.2M
28,776
+116%
增持
CTRA
COTERRA ENERGY INC
+$1.2M
63,643
+350%
增持
PNC
PNC FINL SVCS GROUP INC
+$1.2M
14,780
+90%
增持
VO
VANGUARD INDEX FDS
+$1.1M
20,047
+27%
增持
VUSB
VANGUARD BD INDEX FDS
+$1.1M
85,558
+36%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$1.1M
21,824
减持
NVDA
NVIDIA CORPORATION
+$1.1M
70,905
-7%
清仓
RRR
RED ROCK RESORTS INC
-$1.1M
0
-100%
增持
GDX
VANECK ETF TRUST
+$1.1M
52,117
+200%
增持
MO
ALTRIA GROUP INC
+$1.1M
140,666
+6%
清仓
—
ISHARES TR
-$1.0M
0
-100%
增持
KO
COCA COLA CO
+$1.0M
108,011
+4%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$1.0M
16,946
减持
VXF
VANGUARD INDEX FDS
-$1.0M
7,315
-53%
建仓
EFV
ISHARES TR
+$1.0M
22,040
增持
GE
GENERAL ELECTRIC CO
+$1.0M
31,147
+20%
增持
NFLX
NETFLIX INC
+$997.8K
14,151
+5%
增持
AFL
AFLAC INC
+$995.9K
41,366
+17%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$974.6K
129,512
-13%
增持
FTA
FIRST TR LRG CP VL ALPHADEX
+$972.3K
67,411
+12%
减持
ESGD
ISHARES TR
-$967.6K
11,019
-63%
