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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 6
增持 127
减持 14
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$27.6M
988,057
+4%
增持
MSFT
MICROSOFT CORP
+$23.7M
279,399
+8%
增持
AGG
ISHARES TR
+$20.3M
463,882
+69%
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
+$20.1M
1,147,234
+521%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$17.3M
0
-100%
增持
IVV
ISHARES TR
+$16.7M
102,920
+36%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.7M
358,278
+145%
增持
AMZN
AMAZON COM INC
+$16.2M
551,424
+4%
增持
IWF
ISHARES TR
+$13.4M
86,610
+79%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$13.1M
556,148
+64%
增持
VOO
VANGUARD INDEX FDS
+$12.6M
76,237
+45%
增持
QQQ
INVESCO QQQ TR
+$10.6M
74,858
+34%
增持
NVDA
NVIDIA CORPORATION
+$10.0M
89,452
+13%
增持
VUG
VANGUARD INDEX FDS
+$8.3M
124,135
+12%
增持
VTV
VANGUARD INDEX FDS
+$8.0M
271,896
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.9M
161,415
+14%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$7.8M
208,801
+175%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$7.5M
590,143
+78%
增持
V
VISA INC
+$7.5M
136,285
+12%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.5M
154,542
+156%
增持
META
META PLATFORMS INC
+$7.3M
71,075
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.1M
267,172
+89%
增持
JPM
JPMORGAN CHASE & CO
+$7.0M
241,474
+3%
增持
SPYG
SPDR SER TR
+$6.7M
176,939
+117%
增持
SRLN
SSGA ACTIVE ETF TR
+$6.6M
169,826
+1187%
增持
COST
COSTCO WHSL CORP NEW
+$6.5M
58,847
+3%
增持
JAAA
JANUS DETROIT STR TR
+$6.2M
265,031
+87%
增持
CRM
SALESFORCE INC
+$6.1M
59,494
+26%
增持
MOAT
VANECK ETF TRUST
+$6.1M
108,142
+162%
增持
QCOM
QUALCOMM INC
+$5.9M
151,027
+5%
增持
HD
HOME DEPOT INC
+$5.8M
86,110
+8%
增持
IEFA
ISHARES TR
+$5.5M
301,144
+23%
增持
AGOX
STARBOARD INVT TR
+$5.5M
633,678
+44%
增持
SPY
SPDR S&P 500 ETF TR
+$5.3M
54,617
+13%
增持
AOR
ISHARES TR
+$5.2M
112,633
+646%
增持
SUB
ISHARES TR
+$5.2M
86,335
+130%
增持
IUSV
ISHARES TR
+$5.2M
279,339
+14%
增持
AVGO
BROADCOM INC
+$5.1M
17,795
+0%
增持
GOOGL
ALPHABET INC
+$5.0M
295,479
+7%
增持
IWN
ISHARES TR
+$5.0M
66,370
+70%
建仓
XMHQ
INVESCO EXCHANGE TRADED FD T
+$4.9M
55,508
增持
SPYV
SPDR SER TR
+$4.5M
189,907
+80%
增持
—
ACCENTURE PLC IRELAND
+$4.4M
44,261
+22%
增持
DGRW
WISDOMTREE TR
+$4.4M
199,204
+31%
增持
IWD
ISHARES TR
+$4.3M
69,374
+46%
增持
FBCG
FIDELITY COVINGTON TRUST
+$4.1M
151,446
+367%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.9M
353,625
+19%
减持
IEF
ISHARES TR
-$3.9M
12,276
-78%
减持
USFR
WISDOMTREE TR
-$3.8M
799,513
-9%
增持
VTI
VANGUARD INDEX FDS
+$3.8M
96,942
+7%
增持
TLT
ISHARES TR
+$3.8M
214,342
+9%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.7M
63,511
+15%
建仓
AOA
ISHARES TR
+$3.5M
51,131
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.4M
196,475
+13%
增持
GOOG
ALPHABET INC
+$3.4M
187,509
+7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.4M
68,367
+23%
增持
IJR
ISHARES TR
+$3.4M
148,272
+10%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$3.3M
226,140
+75%
增持
CHD
CHURCH & DWIGHT CO INC
+$3.3M
39,020
+806%
增持
GOVT
ISHARES TR
+$3.3M
189,443
+283%
增持
QUAL
ISHARES TR
+$3.2M
33,672
+160%
建仓
AMAX
STARBOARD INVT TR
+$3.2M
423,044
增持
GD
GENERAL DYNAMICS CORP
+$3.2M
52,658
+11%
增持
IJH
ISHARES TR
+$3.2M
76,633
+6%
增持
ADBE
ADOBE INC
+$3.2M
14,238
+36%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$3.2M
40,691
-71%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$3.1M
117,363
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
146,765
+12%
增持
—
JOHNSON CTLS INTL PLC
+$3.0M
62,041
+450%
增持
BAC
BANK AMERICA CORP
+$3.0M
464,519
+0%
增持
BA
BOEING CO
+$2.9M
40,432
+2%
增持
MS
MORGAN STANLEY
+$2.9M
111,904
+22%
增持
IWY
ISHARES TR
+$2.9M
81,701
+10%
增持
BIV
VANGUARD BD INDEX FDS
+$2.8M
60,914
+132%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$2.7M
402,146
-21%
增持
—
ARISTA NETWORKS INC
+$2.7M
14,877
+234%
增持
SBUX
STARBUCKS CORP
+$2.7M
141,551
+18%
增持
MRK
MERCK & CO INC
+$2.6M
215,521
+6%
增持
FPE
FIRST TR EXCH TRADED FD III
+$2.4M
475,222
+36%
增持
IGIB
ISHARES TR
+$2.4M
53,584
+538%
增持
ULTA
ULTA BEAUTY INC
+$2.4M
8,929
+77%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.3M
24,493
+4%
增持
HYMB
SPDR SER TR
+$2.3M
111,773
+427%
增持
NKE
NIKE INC
+$2.3M
79,174
+20%
增持
BSV
VANGUARD BD INDEX FDS
+$2.3M
182,613
+17%
增持
AMGN
AMGEN INC
+$2.3M
54,936
+9%
增持
INTC
INTEL CORP
+$2.3M
152,186
+1%
增持
IWP
ISHARES TR
+$2.3M
125,603
+6%
增持
WMT
WALMART INC
+$2.3M
126,491
+15%
增持
GLD
SPDR GOLD TR
+$2.3M
68,212
+9%
清仓
OCTT
AIM ETF PRODUCTS TRUST
-$2.2M
0
-100%
增持
TFLO
ISHARES TR
+$2.2M
61,706
+243%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.2M
282,542
-12%
减持
FDX
FEDEX CORP
-$2.2M
15,755
-32%
增持
TSLA
TESLA INC
+$2.1M
85,769
+12%
减持
GM
GENERAL MTRS CO
-$2.1M
32,713
-67%
增持
SOXX
ISHARES TR
+$2.1M
12,587
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.1M
35,728
+8%
增持
EMR
EMERSON ELEC CO
+$2.1M
68,668
+43%
增持
JMUB
J P MORGAN EXCHANGE TRADED F
+$2.0M
229,236
+15%
减持
UNP
UNION PAC CORP
+$2.0M
48,609
-0%
增持
COWZ
PACER FDS TR
+$2.0M
254,158
+12%
增持
NVO
NOVO-NORDISK A S
+$2.0M
38,833
+75%
减持
NFLX
NETFLIX INC
+$2.0M
17,958
-0%
减持
DEO
DIAGEO PLC
-$1.9M
12,097
-51%
建仓
—
EVEREST GROUP LTD
+$1.9M
5,457
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
76,258
+110%
增持
VBR
VANGUARD INDEX FDS
+$1.9M
31,630
+34%
增持
TXN
TEXAS INSTRS INC
+$1.9M
62,322
+14%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
+$1.9M
154,374
-1%
减持
VB
VANGUARD INDEX FDS
-$1.9M
37,232
-28%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.9M
94,922
+56%
增持
PANW
PALO ALTO NETWORKS INC
+$1.9M
18,462
+21%
增持
IEMG
ISHARES INC
+$1.8M
278,581
+8%
增持
LLY
ELI LILLY & CO
+$1.8M
29,472
+3%
建仓
—
CEDAR FAIR L P
+$1.8M
46,073
增持
LQD
ISHARES TR
+$1.8M
48,307
+39%
增持
LMT
LOCKHEED MARTIN CORP
+$1.8M
36,765
+1%
增持
UBER
UBER TECHNOLOGIES INC
+$1.8M
104,064
+4%
增持
SHM
SPDR SER TR
+$1.8M
46,716
+395%
增持
MCD
MCDONALDS CORP
+$1.8M
51,807
+1%
增持
ABBV
ABBVIE INC
+$1.8M
116,306
+7%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$1.8M
30,325
+119%
增持
—
EXXON MOBIL CORP
-$1.8M
185,443
+7%
增持
VTEB
VANGUARD MUN BD FDS
+$1.8M
61,066
+117%
减持
FXN
FIRST TR EXCHANGE TRADED FD
-$1.7M
23,570
-81%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$1.7M
60,014
+11%
增持
IUSG
ISHARES TR
+$1.7M
110,582
+7%
增持
IWO
ISHARES TR
+$1.7M
18,129
+42%
增持
CALF
PACER FDS TR
+$1.7M
43,358
+371%
增持
BND
VANGUARD BD INDEX FDS
+$1.7M
86,860
+29%
增持
NEE
NEXTERA ENERGY INC
+$1.7M
206,195
+9%
增持
IEI
ISHARES TR
+$1.7M
39,037
+52%
增持
PSX
PHILLIPS 66
+$1.7M
119,261
+1%
增持
BX
BLACKSTONE INC
+$1.6M
64,991
+1%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.6M
32,315
+17%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$1.6M
31,220
+9%
增持
DIS
DISNEY WALT CO
+$1.6M
108,550
+7%
增持
IOO
ISHARES TR
+$1.6M
103,204
+12%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
25,411
+8%
减持
MGK
VANGUARD WORLD FD
-$1.6M
67,289
-20%
增持
AXP
AMERICAN EXPRESS CO
+$1.6M
37,288
+2%
增持
IWM
ISHARES TR
+$1.6M
29,178
+20%
增持
OEF
ISHARES TR
+$1.5M
10,736
+153%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.5M
286,867
+0%
清仓
FMF
FIRST TR EXCHANGE-TRADED FD
-$1.5M
0
-100%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.5M
51,305
+133%
增持
ORCL
ORACLE CORP
+$1.5M
85,230
+21%
增持
EFV
ISHARES TR
+$1.5M
162,002
+14%
增持
CL
COLGATE PALMOLIVE CO
+$1.5M
45,645
+53%
