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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 9
增持 114
减持 23
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
XSEP
FIRST TR EXCHNG TRADED FD VI
-$12.5M
13,497
-96%
增持
AAPL
APPLE INC
-$10.5M
949,836
+6%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$9.6M
199,356
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
—
INVESCO EXCH TRD SLF IDX FD
+$9.1M
814,432
+112%
增持
AGOX
STARBOARD INVT TR
+$6.6M
439,116
+203%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.3M
146,266
+136%
增持
GOOG
ALPHABET INC
+$6.0M
174,507
+24%
减持
—
ETF SER SOLUTIONS
-$5.5M
18,397
-93%
增持
COST
COSTCO WHSL CORP NEW
+$5.3M
57,248
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.1M
141,788
+8%
增持
CVX
CHEVRON CORP NEW
+$4.9M
127,783
+21%
增持
IWF
ISHARES TR
+$4.8M
48,383
+65%
增持
JPM
JPMORGAN CHASE & CO
+$4.7M
234,891
+16%
增持
GOOGL
ALPHABET INC
+$4.5M
276,847
+4%
增持
NVDA
NVIDIA CORPORATION
+$4.4M
78,897
+11%
增持
QCOM
QUALCOMM INC
+$4.3M
143,482
+47%
增持
VOO
VANGUARD INDEX FDS
+$4.3M
52,741
+31%
增持
V
VISA INC
+$4.1M
121,498
+21%
增持
TSLA
TESLA INC
+$4.0M
76,617
+32%
增持
SPY
SPDR S&P 500 ETF TR
+$3.7M
48,299
+26%
建仓
DIVI
FRANKLIN TEMPLETON ETF TR
+$3.6M
129,265
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$3.5M
71,135
-59%
增持
PSX
PHILLIPS 66
+$3.4M
118,407
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.4M
184,703
+869%
增持
AMZN
AMAZON COM INC
+$3.4M
531,833
+8%
增持
VTV
VANGUARD INDEX FDS
+$3.3M
237,005
+15%
增持
—
EXXON MOBIL CORP
+$3.2M
172,737
+9%
增持
IEF
ISHARES TR
+$3.2M
55,286
+186%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.2M
60,352
+304%
增持
QQQ
INVESCO QQQ TR
+$3.2M
56,008
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.1M
141,152
+77%
增持
SPYV
SPDR SER TR
+$3.1M
105,646
+249%
减持
USFR
WISDOMTREE TR
-$3.0M
874,297
-6%
增持
IUSV
ISHARES TR
+$2.9M
245,946
+25%
增持
COWZ
PACER FDS TR
+$2.9M
226,702
+31%
增持
AMGN
AMGEN INC
+$2.9M
50,301
+5%
增持
LLY
ELI LILLY & CO
+$2.8M
28,564
+7%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$2.8M
187,860
+440%
增持
ABBV
ABBVIE INC
+$2.8M
109,017
+9%
增持
TLT
ISHARES TR
+$2.7M
196,465
+38%
增持
VUG
VANGUARD INDEX FDS
+$2.7M
111,209
+14%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.6M
33,213
+13%
增持
MOAT
VANECK ETF TRUST
+$2.6M
41,220
+504%
清仓
MGA
MAGNA INTL INC
-$2.6M
0
-100%
增持
UNP
UNION PAC CORP
+$2.6M
48,733
+36%
增持
MSFT
MICROSOFT CORP
+$2.4M
257,791
+11%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.4M
173,694
+30%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.4M
339,532
+21%
增持
IJH
ISHARES TR
+$2.4M
72,480
+21%
减持
SHY
ISHARES TR
-$2.3M
81,343
-26%
减持
FXZ
FIRST TR EXCHANGE TRADED FD
-$2.3M
4,966
-88%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.3M
130,479
+28%
增持
AGG
ISHARES TR
+$2.3M
274,028
+14%
清仓
IGE
ISHARES TR
-$2.2M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
298,400
+27%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.1M
75,913
+162%
减持
DGRO
ISHARES TR
-$2.1M
289,844
-9%
减持
—
GARMIN LTD
-$2.0M
4,472
-81%
增持
ORCL
ORACLE CORP
+$2.0M
70,520
+55%
清仓
SLQD
ISHARES TR
-$2.0M
0
-100%
增持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$2.0M
156,165
+17%
增持
SPYG
SPDR SER TR
+$2.0M
81,640
+75%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.9M
55,416
+27%
减持
FCPI
FIDELITY COVINGTON TRUST
-$1.9M
8,973
-87%
增持
META
META PLATFORMS INC
+$1.9M
59,435
+7%
增持
BAC
BANK AMERICA CORP
+$1.9M
463,384
+23%
增持
MU
MICRON TECHNOLOGY INC
+$1.9M
75,658
+46%
增持
IWN
ISHARES TR
+$1.9M
38,945
+60%
增持
JAAA
JANUS DETROIT STR TR
+$1.8M
141,757
+33%
增持
IVE
ISHARES TR
+$1.8M
27,577
+82%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$1.8M
20,888
增持
CRM
SALESFORCE INC
+$1.8M
47,323
+28%
增持
CSCO
CISCO SYS INC
+$1.7M
328,127
+7%
增持
IVW
ISHARES TR
+$1.7M
84,125
+46%
增持
PEP
PEPSICO INC
+$1.7M
74,441
+26%
减持
CHWY
CHEWY INC
-$1.6M
14,473
-70%
增持
FPE
FIRST TR EXCH TRADED FD III
+$1.6M
349,951
+41%
增持
GWW
GRAINGER W W INC
+$1.6M
2,771
+641%
增持
MRK
MERCK & CO INC
+$1.6M
203,044
+21%
增持
—
ACCENTURE PLC IRELAND
+$1.6M
36,372
+17%
建仓
FBND
FIDELITY MERRIMACK STR TR
+$1.6M
36,360
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$1.6M
9,146
+281%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$1.6M
73,419
+79%
减持
FTAG
FIRST TR EXCHANGE TRADED FD
-$1.6M
12,222
-82%
减持
JNJ
JOHNSON & JOHNSON
-$1.5M
130,505
-1%
增持
BX
BLACKSTONE INC
+$1.5M
64,361
+11%
增持
ITOT
ISHARES TR
+$1.5M
81,347
+29%
增持
IEI
ISHARES TR
+$1.5M
25,740
+104%
增持
EMR
EMERSON ELEC CO
+$1.4M
47,875
+36%
增持
IVV
ISHARES TR
+$1.4M
75,492
+9%
增持
IWD
ISHARES TR
+$1.4M
47,416
+29%
增持
—
EATON CORP PLC
+$1.4M
34,449
+16%
增持
CAT
CATERPILLAR INC
+$1.4M
30,415
+8%
减持
COM
DIREXION SHS ETF TR
-$1.3M
50,779
-47%
增持
QUAL
ISHARES TR
+$1.3M
12,952
+366%
减持
FLTB
FIDELITY MERRIMACK STR TR
-$1.3M
131,788
-17%
减持
—
BLACKROCK INC
-$1.3M
6,758
-18%
增持
XLE
SELECT SECTOR SPDR TR
+$1.3M
96,337
+6%
增持
WMT
WALMART INC
+$1.3M
110,443
+6%
增持
MA
MASTERCARD INCORPORATED
+$1.3M
23,431
+15%
增持
BIV
VANGUARD BD INDEX FDS
+$1.3M
26,267
+212%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.3M
8,724
+44%
增持
EFA
ISHARES TR
+$1.2M
69,428
+42%
增持
ARKK
ARK ETF TR
+$1.2M
121,871
+50%
增持
GPC
GENUINE PARTS CO
+$1.2M
13,765
+211%
增持
ALB
ALBEMARLE CORP
+$1.2M
9,035
+558%
增持
DBEM
DBX ETF TR
+$1.2M
277,317
+29%
清仓
FIVE
FIVE BELOW INC
-$1.2M
0
-100%
建仓
GRPM
INVESCO EXCHANGE TRADED FD T
+$1.2M
13,869
增持
VTI
VANGUARD INDEX FDS
+$1.2M
90,418
+11%
增持
—
NORTHERN LTS FD TR IV
+$1.2M
153,573
+67%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$1.2M
255,157
-13%
减持
FTXN
FIRST TR EXCHANGE-TRADED FD
-$1.2M
29,932
-62%
增持
BSV
VANGUARD BD INDEX FDS
+$1.2M
156,409
+12%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$1.2M
229,396
+10%
增持
RTX
RTX CORPORATION
-$1.2M
158,070
+24%
增持
GD
GENERAL DYNAMICS CORP
+$1.1M
47,518
+9%
增持
F
FORD MTR CO DEL
-$1.1M
595,419
+6%
减持
FIW
FIRST TR EXCHANGE TRADED FD
-$1.1M
2,439
-84%
减持
—
MEDTRONIC PLC
-$1.1M
84,156
-4%
增持
MPC
MARATHON PETE CORP
+$1.1M
20,784
+18%
增持
SHEL
SHELL PLC
+$1.1M
42,434
+56%
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.1M
6,641
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
4
+100%
增持
PYPL
PAYPAL HLDGS INC
+$1.1M
43,597
+99%
增持
INTC
INTEL CORP
+$1.1M
150,391
+18%
建仓
TBIL
RBB FD INC
+$1.1M
21,618
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.1M
27,681
+35%
增持
EFV
ISHARES TR
+$1.1M
141,553
+18%
增持
BIL
SPDR SER TR
+$1.1M
33,378
+53%
增持
IOO
ISHARES TR
+$1.1M
92,132
+23%
增持
VRP
INVESCO EXCH TRADED FD TR II
+$1.1M
123,573
+62%
建仓
MCY
MERCURY GENL CORP NEW
+$1.1M
37,879
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
23,461
+20%
增持
IUSG
ISHARES TR
+$1.1M
103,063
+15%
增持
SUB
ISHARES TR
+$1.1M
37,550
+39%
减持
FENY
FIDELITY COVINGTON TRUST
+$1.0M
386,459
-0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$1.0M
13,131
-76%
增持
CNQ
CANADIAN NAT RES LTD
+$1.0M
69,663
+13%
增持
SLB
SCHLUMBERGER LTD
+$1.0M
46,420
+35%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.0M
320,404
+6%
增持
CMCSA
COMCAST CORP NEW
+$998.2K
99,412
+21%
减持
TIP
ISHARES TR
-$996.1K
18,796
-31%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$989.3K
332,141
+16%
增持
SCHO
SCHWAB STRATEGIC TR
+$958.0K
25,431
+370%
增持
TMUS
T-MOBILE US INC
+$950.7K
9,864
+218%
建仓
FLQM
FRANKLIN TEMPLETON ETF TR
+$946.7K
22,036
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$933.6K
103,861
-15%
增持
FTHY
FIRST TR HIGH YIELD OPPRT 20
+$932.7K
91,974
+332%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$910.5K
25,590
+150%
