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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 7
增持 117
减持 19
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$30.6M
892,418
+3%
增持
AMZN
AMAZON COM INC
+$20.7M
492,701
+17%
增持
MSFT
MICROSOFT CORP
+$18.9M
231,898
+11%
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
USFR
WISDOMTREE TR
+$14.3M
933,583
+43%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.5M
130,744
+18%
减持
NVDA
NVIDIA CORPORATION
+$9.9M
70,831
-2%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$7.9M
294,182
+543%
增持
IUSG
ISHARES TR
+$7.2M
89,275
+423%
增持
QCOM
QUALCOMM INC
+$7.2M
97,842
+181%
增持
GOOGL
ALPHABET INC
+$6.5M
265,035
+9%
增持
VUG
VANGUARD INDEX FDS
+$6.4M
97,453
+15%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$6.4M
148,393
-59%
增持
IUSV
ISHARES TR
+$6.3M
196,935
+59%
增持
COST
COSTCO WHSL CORP NEW
+$6.2M
50,256
+19%
增持
IVV
ISHARES TR
+$5.9M
69,495
+14%
增持
JPM
JPMORGAN CHASE &CO
+$5.9M
202,210
+12%
增持
FLTB
FIDELITY MERRIMACK STR TR
+$5.8M
158,777
+331%
增持
HD
HOME DEPOT INC
+$5.8M
76,645
+25%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$5.3M
374,065
+50%
增持
GOOG
ALPHABET INC
+$5.2M
141,002
+23%
增持
AGG
ISHARES TR
+$5.1M
240,037
+30%
增持
META
META PLATFORMS INC
+$4.9M
55,530
+7%
减持
CDC
VICTORY PORTFOLIOS II
-$4.8M
80,188
-48%
增持
QQQ
INVESCO QQQ TR
+$4.8M
45,728
+21%
增持
V
VISA INC
+$4.7M
100,617
+18%
增持
LLY
LILLY ELI &CO
+$4.7M
26,703
+17%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$4.6M
122,564
-43%
增持
VTV
VANGUARD INDEX FDS
+$4.6M
206,959
+15%
增持
JAAA
JANUS DETROIT STR TR
+$4.5M
106,322
+560%
增持
AVGO
BROADCOM INC
+$4.5M
17,563
+5%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.4M
173,119
-41%
增持
IXUS
ISHARES TR
+$4.2M
136,048
+95%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$4.1M
280,411
-27%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$4.1M
204,598
+1008%
增持
MRK
MERCK &CO INC
+$4.0M
167,308
+16%
减持
DGRO
ISHARES TR
-$4.0M
319,489
-22%
增持
JNJ
JOHNSON &JOHNSON
+$3.7M
132,152
+13%
增持
FENY
FIDELITY COVINGTON TRUST
+$3.6M
387,338
+75%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$3.5M
46,729
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$3.5M
82,426
-54%
增持
TSLA
TESLA INC
+$3.5M
57,944
+3%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$3.1M
57,607
+116%
增持
AGOX
STARBOARD INVT TR
+$3.1M
144,961
+903%
减持
VUSB
VANGUARD BD INDEX FDS
-$3.0M
19,829
-76%
增持
SPY
SPDR S&P 500 ETF TR
+$2.9M
38,343
+11%
增持
DLN
WISDOMTREE TR
+$2.8M
49,874
+819%
减持
STIP
ISHARES TR
-$2.6M
103,484
-19%
增持
SPYG
SPDR SER TR
+$2.6M
46,746
+834%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
235,104
+28%
增持
IEFA
ISHARES TR
+$2.5M
241,067
+17%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.4M
127,989
+24%
增持
CRM
SALESFORCE INC
+$2.3M
36,987
+35%
减持
ICSH
ISHARES TR
-$2.2M
189,166
-19%
增持
ABBV
ABBVIE INC
-$2.2M
100,006
+1%
建仓
SCHP
SCHWAB STRATEGIC TR
+$2.2M
42,598
增持
BND
VANGUARD BD INDEX FDS
+$2.2M
53,494
+134%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$2.2M
23,612
+383%
增持
BSV
VANGUARD BD INDEX FDS
+$2.1M
140,149
+27%
增持
ORCL
ORACLE CORP
+$2.1M
45,603
+29%
增持
BAC
BANK AMERICA CORP
+$2.1M
376,479
+24%
增持
MUB
ISHARES TR
+$2.1M
44,462
+81%
增持
ARKW
ARK ETF TR
+$2.0M
40,865
+506%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.0M
101,887
+28%
增持
WMT
WALMART INC
+$2.0M
104,234
+7%
增持
NFLX
NETFLIX INC
+$2.0M
15,604
+10%
增持
MCD
MCDONALDS CORP
+$2.0M
46,902
+9%
增持
VV
VANGUARD INDEX FDS
+$1.9M
21,743
+63%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
40,355
+4%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.9M
106,958
-42%
增持
IJH
ISHARES TR
+$1.9M
60,065
+9%
增持
IWY
ISHARES TR
+$1.9M
71,019
+5%
增持
PEP
PEPSICO INC
+$1.9M
59,171
+19%
增持
MU
MICRON TECHNOLOGY INC
+$1.8M
51,709
+120%
增持
IOO
ISHARES TR
+$1.8M
74,710
+35%
增持
CSCO
CISCO SYS INC
+$1.7M
307,377
+13%
增持
—
ACCENTURE PLC IRELAND
+$1.7M
31,042
+13%
增持
—
EATON CORP PLC
+$1.7M
29,593
+19%
增持
VTI
VANGUARD INDEX FDS
+$1.7M
81,691
+2%
建仓
YMAR
FIRST TR EXCHNG TRADED FD VI
+$1.7M
79,016
增持
AMAT
APPLIED MATLS INC
+$1.7M
24,200
+63%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$1.6M
0
-100%
增持
HON
HONEYWELL INTL INC
+$1.6M
31,828
+22%
增持
—
NORTHERN LTS FD TR IV
+$1.6M
91,781
+363%
减持
TGT
TARGET CORP
-$1.6M
33,856
-8%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.6M
133,122
+6%
减持
SPTS
SPDR SER TR
-$1.6M
18,205
-75%
增持
UBER
UBER TECHNOLOGIES INC
+$1.6M
86,595
+28%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.5M
41,074
+208%
增持
DBEM
DBX ETF TR
+$1.5M
214,850
+43%
清仓
YDEC
FIRST TR EXCHNG TRADED FD VI
-$1.5M
0
-100%
增持
SHY
ISHARES TR
+$1.5M
109,793
+22%
增持
LQD
ISHARES TR
+$1.5M
30,202
+86%
增持
ULTA
ULTA BEAUTY INC
+$1.5M
5,118
+201%
增持
IWF
ISHARES TR
+$1.4M
29,247
+8%
增持
TLT
ISHARES TR
+$1.4M
142,605
+14%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
133,804
+4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$1.4M
92,486
+54%
增持
SBUX
STARBUCKS CORP
+$1.4M
101,542
+22%
增持
OUSA
ALPS ETF TR
+$1.4M
51,553
+141%
减持
F
FORD MTR CO DEL
+$1.3M
563,826
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$1.3M
9,906
+9%
增持
NEE
NEXTERA ENERGY INC
+$1.3M
153,379
+17%
建仓
SPYV
SPDR SER TR
+$1.3M
30,287
清仓
—
BECTON DICKINSON & CO
-$1.3M
0
-100%
增持
DAL
DELTA AIR LINES INC DEL
+$1.3M
62,016
+30%
减持
FXH
FIRST TR EXCHANGE TRADED FD
-$1.3M
4,695
-72%
增持
ABT
ABBOTT LABS
+$1.3M
92,182
+6%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
91,311
+23%
增持
CVX
CHEVRON CORP NEW
+$1.3M
105,558
+12%
增持
—
MEDTRONIC PLC
+$1.3M
87,294
+9%
增持
—
BLACKROCK INC
+$1.2M
8,201
+24%
增持
IEI
ISHARES TR
+$1.2M
12,608
+521%
增持
RHI
ROBERT HALF INTL INC
+$1.2M
36,721
+89%
增持
LMT
LOCKHEED MARTIN CORP
+$1.2M
32,583
+12%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
12,288
+25%
增持
IEMG
ISHARES INC
+$1.2M
250,618
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.2M
48,923
+9%
增持
IWP
ISHARES TR
+$1.2M
112,914
+6%
减持
LOW
LOWES COS INC
-$1.2M
29,428
-25%
增持
UNP
UNION PAC CORP
+$1.2M
35,937
+17%
建仓
GLTR
ABRDN PRECIOUS METALS BASKET
+$1.1M
13,167
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$1.1M
285,336
+11%
增持
KLAC
KLA CORP
+$1.1M
6,578
+28%
增持
CAT
CATERPILLAR INC
+$1.1M
28,078
+11%
增持
EFG
ISHARES TR
+$1.1M
59,618
+22%
清仓
EQIX
EQUINIX INC
-$1.1M
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.1M
14,928
清仓
ROL
ROLLINS INC
-$1.1M
0
-100%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$1.1M
40,307
-28%
增持
TREX
TREX CO INC
+$1.1M
62,563
+0%
增持
EFV
ISHARES TR
+$1.0M
119,462
+21%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.0M
137,856
+9%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$1.0M
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$1.0M
0
-100%
增持
DIVO
AMPLIFY ETF TR
+$1.0M
93,283
+42%
增持
ONEQ
FIDELITY COMWLTH TR
+$1.0M
24,860
+263%
增持
IWD
ISHARES TR
+$1.0M
36,738
+17%
增持
IWX
ISHARES TR
+$1.0M
123,848
+10%
建仓
TFLO
ISHARES TR
+$1.0M
19,737
增持
PG
PROCTER AND GAMBLE CO
+$999.1K
131,255
+3%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$989.7K
34,045
-59%
增持
—
ETF SER SOLUTIONS
+$979.0K
272,273
+1%
增持
—
EXXON MOBIL CORP
+$968.5K
159,131
+8%
增持
WFC
WELLS FARGO CO NEW
+$961.3K
78,593
+23%
增持
AXP
AMERICAN EXPRESS CO
+$951.6K
35,310
+12%
增持
EMR
EMERSON ELEC CO
+$940.7K
35,160
+37%
增持
SOXX
ISHARES TR
+$923.5K
9,795
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$918.8K
87,050
+34%
增持
IWS
ISHARES TR
+$911.9K
81,460
+8%
增持
ON
ON SEMICONDUCTOR CORP
+$908.9K
21,754
+56%
