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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 102
减持 36
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$39.3M
92,560
+3%
减持
AAPL
APPLE INC
-$22.5M
978,146
-1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$19.6M
1,262,549
+114%
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
+$17.3M
560,188
+2%
增持
VOO
VANGUARD INDEX FDS
+$17.0M
104,645
+37%
增持
MSFT
MICROSOFT CORP
+$14.1M
283,251
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.0M
165,525
+3%
增持
IWY
ISHARES TR
+$11.2M
130,838
+60%
增持
META
META PLATFORMS INC
+$9.9M
72,239
+2%
增持
MOAT
VANECK ETF TRUST
+$9.6M
209,015
+93%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$9.5M
681,304
+23%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$9.2M
498,225
+99%
增持
DGRW
WISDOMTREE TR
+$7.8M
285,752
+43%
增持
FBCG
FIDELITY COVINGTON TRUST
+$7.7M
330,551
+118%
增持
JPM
JPMORGAN CHASE &CO
+$7.7M
243,339
+1%
增持
QQQ
INVESCO QQQ TR
+$7.4M
85,713
+15%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.3M
249,083
+854%
增持
COWZ
PACER FDS TR
+$7.1M
349,625
+38%
减持
DGRO
ISHARES TR
-$6.7M
150,605
-48%
增持
LLY
ELI LILLY &CO
+$6.6M
30,601
+4%
增持
SPYG
SPDR SER TR
+$6.2M
242,476
+37%
增持
QUAL
ISHARES TR
+$6.2M
67,767
+101%
增持
IWF
ISHARES TR
+$6.1M
95,955
+11%
增持
VGT
VANGUARD WORLD FD
+$5.8M
17,063
+163%
减持
ICSH
ISHARES TR
-$5.8M
83,973
-58%
增持
TSLA
TESLA INC
-$5.8M
88,456
+3%
清仓
PAYX
PAYCHEX INC
-$5.6M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$5.2M
281,451
+4%
增持
VUG
VANGUARD INDEX FDS
+$5.0M
126,698
+2%
增持
PEP
PEPSICO INC
+$5.0M
104,145
+33%
增持
AMT
AMERICAN TOWER CORP NEW
+$4.9M
29,008
+658%
减持
MRK
MERCK &CO INC
+$4.9M
214,981
-0%
增持
GOOGL
ALPHABET INC
+$4.8M
305,222
+3%
增持
IUSV
ISHARES TR
+$4.8M
313,082
+12%
增持
—
EXXON MOBIL CORP
+$4.7M
199,708
+8%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$4.5M
106,027
-57%
减持
STIP
ISHARES TR
-$4.5M
43,942
-51%
增持
V
VISA INC
+$4.3M
142,533
+5%
增持
GOOG
ALPHABET INC
+$4.3M
201,737
+8%
增持
AVGO
BROADCOM INC
+$4.2M
18,180
+2%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$4.2M
66,478
减持
BA
BOEING CO
-$4.1M
33,327
-18%
增持
IVE
ISHARES TR
+$4.0M
52,128
+59%
增持
PANW
PALO ALTO NETWORKS INC
+$4.0M
33,357
+81%
增持
QCOM
QUALCOMM INC
+$4.0M
152,692
+1%
增持
BND
VANGUARD BD INDEX FDS
+$3.9M
142,159
+64%
增持
HD
HOME DEPOT INC
+$3.8M
87,810
+2%
增持
USFR
WISDOMTREE TR
+$3.6M
870,450
+9%
减持
IJR
ISHARES TR
-$3.6M
112,789
-24%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$3.6M
67,736
-70%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.6M
404,800
+13%
减持
FLTB
FIDELITY MERRIMACK STR TR
-$3.5M
63,589
-53%
建仓
PLD
PROLOGIS INC.
+$3.4M
26,457
减持
IXUS
ISHARES TR
-$3.3M
67,323
-45%
减持
DIS
DISNEY WALT CO
+$3.2M
106,639
-2%
增持
ABBV
ABBVIE INC
+$3.2M
116,613
+0%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.2M
174,874
+19%
增持
CRM
SALESFORCE INC
+$3.2M
62,530
+5%
增持
SPY
SPDR S&P 500 ETF TR
+$3.1M
55,578
+2%
减持
MGK
VANGUARD WORLD FD
-$3.0M
50,512
-25%
增持
CCI
CROWN CASTLE INC
+$3.0M
34,138
+510%
增持
IVW
ISHARES TR
+$2.9M
109,103
+31%
建仓
ET
ENERGY TRANSFER L P
+$2.9M
183,424
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.7M
66,804
+5%
增持
WMT
WALMART INC
+$2.7M
375,747
+197%
增持
ORCL
ORACLE CORP
+$2.6M
92,595
+9%
增持
IEF
ISHARES TR
+$2.6M
40,124
+227%
减持
ESGU
ISHARES TR
-$2.6M
15,361
-63%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.6M
389,407
+10%
增持
SRLN
SSGA ACTIVE ETF TR
+$2.6M
230,638
+36%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$2.6M
73,549
+79%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$2.6M
295,486
+31%
减持
BNOV
INNOVATOR ETFS TRUST
-$2.5M
78,127
-49%
建仓
BXMT
BLACKSTONE MTG TR INC
+$2.5M
120,127
增持
NOW
SERVICENOW INC
+$2.3M
5,195
+124%
减持
MU
MICRON TECHNOLOGY INC
+$2.3M
75,745
-3%
增持
EMR
EMERSON ELEC CO
+$2.2M
78,740
+15%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$2.2M
24,400
-56%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.2M
60,645
+159%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.1M
172,529
+12%
增持
JAAA
JANUS DETROIT STR TR
+$2.1M
304,421
+15%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.1M
289,633
+8%
减持
—
NORTHERN LTS FD TR IV
-$2.1M
31,996
-74%
增持
CVX
CHEVRON CORP NEW
+$2.1M
144,910
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$2.0M
89,966
-31%
增持
AGOX
STARBOARD INVT TR
+$2.0M
680,398
+7%
增持
—
BLACKROCK INC
+$2.0M
9,120
+32%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.0M
234,602
+12%
减持
RTX
RTX CORPORATION
+$2.0M
151,334
-0%
建仓
WELL
WELLTOWER INC
+$2.0M
20,894
增持
ISRG
INTUITIVE SURGICAL INC
+$1.9M
8,373
+102%
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$1.9M
0
-100%
增持
AXP
AMERICAN EXPRESS CO
+$1.9M
39,062
+5%
减持
IUSG
ISHARES TR
-$1.9M
81,981
-26%
减持
—
EATON CORP PLC
+$1.9M
32,943
-6%
增持
SPYV
SPDR SER TR
+$1.9M
214,272
+13%
增持
CALF
PACER FDS TR
+$1.9M
80,546
+86%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.8M
178,450
+17%
增持
GRPM
INVESCO EXCHANGE TRADED FD T
+$1.8M
39,780
+31%
增持
AGG
ISHARES TR
+$1.8M
488,475
+5%
增持
AGGY
WISDOMTREE TR
+$1.8M
50,578
+456%
减持
BAC
BANK AMERICA CORP
+$1.8M
459,536
-1%
减持
DSI
ISHARES TR
-$1.8M
6,962
-74%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$1.7M
11,881
-70%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.7M
24,879
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$1.7M
95,495
+56%
减持
VNQ
VANGUARD INDEX FDS
-$1.7M
28,117
-40%
增持
—
MEDTRONIC PLC
+$1.7M
109,322
+15%
增持
—
ARISTA NETWORKS INC
+$1.7M
17,805
+20%
增持
XLE
SELECT SECTOR SPDR TR
+$1.7M
107,672
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$1.6M
452,203
+12%
增持
FLQM
FRANKLIN TEMPLETON ETF TR
+$1.6M
76,685
+49%
增持
MA
MASTERCARD INCORPORATED
+$1.6M
25,885
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$1.6M
113,948
+34%
增持
OUSA
ALPS ETF TR
+$1.6M
98,149
+39%
增持
SUB
ISHARES TR
+$1.6M
101,959
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.6M
66,768
-2%
减持
PPG
PPG INDS INC
-$1.6M
15,030
-40%
增持
MBB
ISHARES TR
+$1.6M
45,693
+61%
增持
IWP
ISHARES TR
+$1.5M
128,267
+2%
增持
AMAX
STARBOARD INVT TR
+$1.5M
586,373
+39%
增持
XLV
SELECT SECTOR SPDR TR
+$1.5M
35,351
+29%
增持
IOO
ISHARES TR
+$1.5M
109,667
+6%
增持
FXL
FIRST TR EXCHANGE TRADED FD
+$1.5M
41,510
+29%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$1.5M
1,213,567
+6%
建仓
IDOG
ALPS ETF TR
+$1.5M
49,822
增持
AMGN
AMGEN INC
+$1.4M
60,750
+11%
减持
NKE
NIKE INC
-$1.4M
76,059
-4%
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$1.4M
20,278
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
224,364
-12%
减持
COST
COSTCO WHSL CORP NEW
+$1.4M
54,964
-7%
减持
PG
PROCTER AND GAMBLE CO
+$1.4M
136,453
-4%
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.4M
21,906
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.4M
196,982
+8%
减持
AZO
AUTOZONE INC
+$1.4M
2,492
-0%
减持
GE
GENERAL ELECTRIC CO
+$1.3M
30,316
-3%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$1.3M
1,005
+46%
增持
FNOV
FIRST TR EXCHNG TRADED FD VI
+$1.3M
82,413
+49%
清仓
DWSH
ADVISORSHARES TR
-$1.3M
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
24,051
+28%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$1.3M
63,528
增持
NVO
NOVO-NORDISK A S
+$1.3M
41,252
+6%
增持
—
EVEREST GROUP LTD
+$1.3M
8,013
+47%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.2M
287,465
+0%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$1.2M
138,115
-32%
增持
IWD
ISHARES TR
+$1.2M
70,895
+2%
增持
VIGI
VANGUARD WHITEHALL FDS
+$1.2M
71,401
+23%
减持
ARKW
ARK ETF TR
-$1.2M
12,435
-58%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.2M
118,275
+25%
增持
O
REALTY INCOME CORP
+$1.2M
37,739
+153%
