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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 27
增持 113
减持 7
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$44.1M
864,380
+14%
增持
USFR
WISDOMTREE TR
+$29.7M
650,644
+978%
增持
MSFT
MICROSOFT CORP
+$18.2M
208,458
+19%
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
AMZN
AMAZON COM INC
+$13.8M
421,308
+19%
增持
VUG
VANGUARD INDEX FDS
+$13.4M
84,735
+134%
增持
VTV
VANGUARD INDEX FDS
+$11.5M
179,775
+89%
增持
NVDA
NVIDIA CORPORATION
+$9.7M
72,320
+2%
增持
IVV
ISHARES TR
+$9.3M
60,994
+48%
增持
AGG
ISHARES TR
+$9.1M
184,708
+92%
增持
GOOGL
ALPHABET INC
+$6.7M
242,720
+16%
增持
TSLA
TESLA INC
+$6.2M
56,431
+26%
增持
META
META PLATFORMS INC
+$6.0M
52,063
+24%
增持
IEMG
ISHARES INC
+$5.8M
228,988
+101%
建仓
—
LINDE PLC
+$5.5M
15,570
增持
TLT
ISHARES TR
+$4.8M
124,848
+47%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$4.8M
313,678
+35%
增持
ESGU
ISHARES TR
+$4.6M
56,175
+904%
增持
IEFA
ISHARES TR
+$4.6M
205,550
+38%
增持
IWY
ISHARES TR
+$4.5M
67,642
+66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.2M
213,206
+65%
清仓
—
LINDE PLC
-$4.2M
0
-100%
减持
IWD
ISHARES TR
-$4.0M
31,448
-46%
增持
EFG
ISHARES TR
+$4.0M
48,981
+579%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.0M
249,395
+51%
增持
AVGO
BROADCOM INC
+$3.9M
16,770
+38%
增持
GLD
SPDR GOLD TR
+$3.8M
65,273
+36%
增持
EFV
ISHARES TR
+$3.8M
98,874
+349%
增持
WMT
WALMART INC
+$3.8M
97,603
+30%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$3.7M
125,306
+25%
建仓
COM
DIREXION SHS ETF TR
+$3.7M
120,307
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$3.7M
8,245
增持
COST
COSTCO WHSL CORP NEW
+$3.7M
42,072
+12%
建仓
BNOV
INNOVATOR ETFS TR
+$3.7M
115,652
增持
UNH
UNITEDHEALTH GROUP INC
+$3.6M
29,040
+52%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.5M
386,604
+23%
增持
IWX
ISHARES TR
+$3.4M
112,934
+87%
增持
QQQ
INVESCO QQQ TR
+$3.4M
37,671
+15%
建仓
IJS
ISHARES TR
+$3.4M
35,929
建仓
IJT
ISHARES TR
+$3.3M
30,059
增持
IUSV
ISHARES TR
+$3.3M
123,642
+50%
增持
COWZ
PACER FDS TR
+$3.2M
160,417
+70%
增持
—
EXXON MOBIL CORP
+$3.1M
146,802
+25%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.1M
252,883
+33%
增持
TXN
TEXAS INSTRS INC
+$3.0M
47,108
+36%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.0M
69,562
+15%
增持
DGRW
WISDOMTREE TR
+$3.0M
142,156
+46%
增持
MGK
VANGUARD WORLD FD
+$3.0M
90,392
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$2.9M
110,383
+50%
减持
IWB
ISHARES TR
-$2.9M
3,445
-80%
增持
F
FORD MTR CO DEL
+$2.9M
570,315
+53%
增持
IWP
ISHARES TR
+$2.8M
106,932
+29%
增持
ADI
ANALOG DEVICES INC
+$2.7M
40,999
+24%
增持
JPM
JPMORGAN CHASE & CO
+$2.7M
180,777
+16%
增持
PG
PROCTER AND GAMBLE CO
+$2.6M
127,228
+18%
增持
V
VISA INC
+$2.6M
85,041
+6%
增持
KO
COCA COLA CO
+$2.5M
150,941
+40%
增持
CSCO
CISCO SYS INC
+$2.5M
271,548
+10%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$2.4M
183,716
+134%
增持
GOOG
ALPHABET INC
+$2.3M
114,193
+6%
增持
VOO
VANGUARD INDEX FDS
+$2.3M
38,619
+11%
增持
IAU
ISHARES GOLD TR
+$2.3M
126,979
+77%
增持
IWS
ISHARES TR
+$2.1M
75,666
+35%
增持
—
ACCENTURE PLC IRELAND
+$2.1M
27,588
+28%
建仓
HII
HUNTINGTON INGALLS INDS INC
+$2.1M
10,287
增持
SPY
SPDR S&P 500 ETF TR
+$2.1M
34,412
+10%
增持
IUSB
ISHARES TR
+$2.1M
56,609
+371%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.1M
128,364
+18%
增持
DG
DOLLAR GEN CORP NEW
+$2.0M
17,089
+172%
增持
CRM
SALESFORCE INC
+$1.9M
27,385
+2%
增持
—
MEDTRONIC PLC
+$1.9M
79,836
+37%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$1.9M
0
-100%
增持
MUB
ISHARES TR
+$1.8M
24,522
+212%
增持
QQXT
FIRST TR EXCHANGE-TRADED FD
+$1.8M
85,216
+25%
建仓
FLTB
FIDELITY MERRIMACK STR TR
+$1.8M
36,854
增持
XSEP
FIRST TR EXCHNG TRADED FD VI
+$1.8M
388,417
+11%
增持
SOXX
ISHARES TR
+$1.8M
9,097
+39%
增持
PFE
PFIZER INC
-$1.8M
219,518
+5%
增持
TGT
TARGET CORP
+$1.7M
36,754
+25%
增持
XLK
SELECT SECTOR SPDR TR
+$1.7M
31,895
+28%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
117,076
+26%
减持
CDC
VICTORY PORTFOLIOS II
-$1.7M
155,486
-13%
增持
DGRO
ISHARES TR
+$1.7M
408,548
+9%
增持
IWF
ISHARES TR
+$1.7M
27,142
+17%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$1.6M
102,388
增持
MCD
MCDONALDS CORP
+$1.6M
43,038
+9%
建仓
—
NEXTERA ENERGY INC
+$1.6M
34,950
增持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$1.6M
359,467
+11%
建仓
BCD
ABRDN ETFS
+$1.5M
45,383
建仓
YDEC
FIRST TR EXCHNG TRADED FD VI
+$1.5M
69,730
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
256,427
+19%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.4M
18,334
+31%
增持
PSX
PHILLIPS 66
+$1.4M
108,163
+18%
增持
ICSH
ISHARES TR
+$1.4M
234,080
+13%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
255,982
+23%
增持
IJH
ISHARES TR
+$1.4M
55,335
+8%
建仓
—
KRANESHARES TR
+$1.4M
87,851
建仓
XMAR
FIRST TR EXCHNG TRADED FD VI
+$1.4M
45,734
增持
IXUS
ISHARES TR
+$1.4M
69,815
+36%
增持
PEP
PEPSICO INC
+$1.4M
49,900
+17%
增持
DIS
DISNEY WALT CO
+$1.4M
89,136
+2%
增持
AXP
AMERICAN EXPRESS CO
+$1.3M
31,521
+20%
建仓
PFG
PRINCIPAL FINANCIAL GROUP IN
+$1.3M
17,788
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.3M
183,702
+10%
减持
AMD
ADVANCED MICRO DEVICES INC
+$1.3M
44,833
-7%
增持
SBUX
STARBUCKS CORP
+$1.3M
83,405
+11%
增持
BX
BLACKSTONE INC
+$1.2M
58,679
+11%
建仓
RRR
RED ROCK RESORTS INC
+$1.2M
27,288
增持
FXZ
FIRST TR EXCHANGE TRADED FD
+$1.2M
55,936
+39%
增持
SYK
STRYKER CORPORATION
+$1.2M
15,388
+18%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
266,983
+17%
建仓
FITB
FIFTH THIRD BANCORP
+$1.2M
43,804
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.1M
103,337
+16%
增持
VTI
VANGUARD INDEX FDS
+$1.1M
79,924
+1%
清仓
FHN
FIRST HORIZON CORPORATION
-$1.1M
0
-100%
建仓
EQIX
EQUINIX INC
+$1.1M
1,507
增持
ABBV
ABBVIE INC
+$1.1M
98,635
+9%
增持
NOC
NORTHROP GRUMMAN CORP
-$1.1M
15,691
+3%
减持
INTU
INTUIT
-$1.1M
1,394
-68%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.0M
79,325
+23%
减持
NKE
NIKE INC
-$1.0M
61,051
-16%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$1.0M
39,970
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.0M
5,052
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.0M
223,919
+10%
增持
YEAR
AB ACTIVE ETFS INC
+$1.0M
24,842
+438%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
42,297
+21%
建仓
NTR
NUTRIEN LTD
+$1.0M
13,694
增持
CRWD
CROWDSTRIKE HLDGS INC
+$999.6K
16,969
+34%
建仓
XOP
SPDR SER TR
+$998.0K
7,822
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$995.4K
26,630
增持
ORLY
OREILLY AUTOMOTIVE INC
+$988.9K
2,660
+77%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$984.8K
47,239
+23%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$980.1K
109,929
+19%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$974.0K
16,244
增持
DBEM
DBX ETF TR
+$972.4K
150,697
+35%
增持
BR
BROADRIDGE FINL SOLUTIONS IN
+$964.9K
24,755
+25%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$964.9K
291,010
+14%
增持
ORCL
ORACLE CORP
+$963.5K
35,389
+24%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$962.7K
14,696
增持
ARKK
ARK ETF TR
+$960.7K
79,473
+11%
增持
IJR
ISHARES TR
+$940.1K
121,693
+6%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$940.0K
29,166
增持
SPGI
S&P GLOBAL INC
+$939.7K
9,457
+36%
增持
GILD
GILEAD SCIENCES INC
+$939.2K
35,463
+52%
增持
—
BLACKROCK INC
+$938.8K
6,603
+34%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$938.6K
24,550
+185%
增持
BA
BOEING CO
+$926.5K
35,425
+2%
增持
GM
GENERAL MTRS CO
+$920.2K
96,375
+24%
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$919.2K
11,423
增持
CMCSA
COMCAST CORP NEW
+$918.2K
66,296
+45%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$914.9K
72,055
-19%
