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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 13
增持 96
减持 39
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$85.9M
1,372,633
+1383%
增持
AAPL
APPLE INC
+$52.8M
1,047,109
+7%
增持
META
META PLATFORMS INC
+$31.3M
131,686
+82%
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
QQQ
INVESCO QQQ TR
+$26.3M
134,266
+57%
增持
GOOGL
ALPHABET INC
+$23.0M
378,929
+24%
增持
AMZN
AMAZON COM INC
+$22.9M
641,149
+14%
增持
MSFT
MICROSOFT CORP
+$21.0M
313,517
+11%
增持
TSLA
TESLA INC
+$15.6M
157,509
+78%
增持
SPY
SPDR S&P 500 ETF TR
+$13.8M
78,855
+42%
增持
NFLX
NETFLIX INC
+$13.0M
33,286
+114%
增持
ISRG
INTUITIVE SURGICAL INC
+$12.7M
35,993
+330%
减持
QQEW
FIRST TR NAS100 EQ WEIGHTED
-$12.5M
54,396
-65%
增持
VOO
VANGUARD INDEX FDS
+$12.2M
124,930
+19%
增持
GOOG
ALPHABET INC
+$10.2M
223,110
+11%
增持
COST
COSTCO WHSL CORP NEW
+$9.1M
58,073
+6%
建仓
FTGS
FIRST TR EXCHANGE TRADED FD
+$9.1M
296,980
增持
AVGO
BROADCOM INC
+$8.7M
20,411
+12%
增持
LLY
ELI LILLY &CO
+$8.6M
35,761
+17%
增持
JPM
JPMORGAN CHASE & CO.
+$8.3M
282,008
+16%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$8.3M
178,374
+17649%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$8.2M
1,504,152
+19%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$6.7M
887,950
-27%
增持
SPYG
SPDR SER TR
+$6.7M
304,347
+26%
增持
COWZ
PACER FDS TR
+$6.6M
494,772
+42%
增持
IWY
ISHARES TR
+$6.5M
149,244
+14%
增持
GDX
VANECK ETF TRUST
+$6.5M
252,330
+279%
增持
IWF
ISHARES TR
+$6.5M
106,429
+11%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.4M
337,833
+1250%
增持
QUAL
ISHARES TR
+$6.3M
102,222
+51%
增持
BKNG
BOOKING HOLDINGS INC
+$6.1M
1,936
+357%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$6.1M
344,490
+1198%
增持
ZTS
ZOETIS INC
+$6.0M
64,286
+111%
建仓
PAYX
PAYCHEX INC
+$6.0M
50,225
增持
QCOM
QUALCOMM INC
+$5.5M
157,222
+3%
增持
VGT
VANGUARD WORLD FD
+$5.3M
24,749
+45%
增持
GLD
SPDR GOLD TR
+$5.2M
86,946
+33%
增持
AGOX
STARBOARD INVT TR
+$5.1M
810,015
+19%
减持
SBUX
STARBUCKS CORP
-$4.9M
103,305
-27%
建仓
HDB
HDFC BANK LTD
+$4.7M
72,903
减持
CVS
CVS HEALTH CORP
-$4.5M
50,858
-46%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$4.1M
199,087
-26%
减持
DGRO
ISHARES TR
-$3.6M
88,951
-41%
减持
VUG
VANGUARD INDEX FDS
+$3.6M
126,245
-0%
减持
DIS
DISNEY WALT CO
-$3.5M
96,329
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.5M
38,847
+62%
增持
LQD
ISHARES TR
+$3.4M
80,330
+68%
增持
HD
HOME DEPOT INC
-$3.4M
88,019
+0%
增持
BA
BOEING CO
+$3.4M
53,758
+61%
增持
AMGN
AMGEN INC
+$3.3M
65,952
+9%
增持
CAT
CATERPILLAR INC
+$3.2M
41,298
+44%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$3.2M
125,846
减持
TLT
ISHARES TR
-$3.1M
200,586
-12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$3.0M
297,080
+51%
增持
IVW
ISHARES TR
+$3.0M
131,829
+21%
增持
WMT
WALMART INC
+$3.0M
377,787
+1%
增持
—
EXXON MOBIL CORP
+$2.9M
227,029
+14%
增持
TDG
TRANSDIGM GROUP INC
+$2.9M
2,536
+781%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.9M
11,849
+85%
减持
MOAT
VANECK ETF TRUST
-$2.9M
183,752
-12%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$2.9M
57,106
+134%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.8M
28,131
+13%
增持
SPYV
SPDR SER TR
+$2.8M
277,749
+30%
增持
PANW
PALO ALTO NETWORKS INC
+$2.6M
35,620
+7%
增持
V
VISA INC
+$2.6M
161,323
+13%
增持
ABBV
ABBVIE INC
+$2.5M
138,406
+19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.5M
173,036
-3%
增持
FFLC
FIDELITY COVINGTON TRUST
+$2.5M
82,034
+215%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$2.4M
401,573
-11%
减持
PSX
PHILLIPS 66
-$2.4M
93,376
-2%
减持
ICSH
ISHARES TR
-$2.4M
37,245
-56%
增持
—
SUPER MICRO COMPUTER INC
+$2.3M
4,133
+296%
减持
—
EVEREST GROUP LTD
-$2.3M
2,373
-70%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.2M
352,055
+7%
增持
DGRW
WISDOMTREE TR
+$2.2M
306,741
+7%
增持
SJM
SMUCKER J M CO
+$2.2M
22,975
+733%
增持
—
ARISTA NETWORKS INC
+$2.1M
20,784
+17%
减持
IFRA
ISHARES TR
-$2.1M
10,455
-82%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$2.1M
108,318
+655%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.0M
86,870
+30%
清仓
—
CEDAR FAIR L P
-$2.0M
0
-100%
减持
IXUS
ISHARES TR
-$2.0M
37,763
-44%
增持
RTX
RTX CORPORATION
+$2.0M
166,877
+10%
减持
—
ACCENTURE PLC IRELAND
-$2.0M
43,425
-1%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
144,028
+42%
增持
SRLN
SSGA ACTIVE ETF TR
+$1.9M
277,330
+20%
增持
JAAA
JANUS DETROIT STR TR
+$1.8M
339,043
+11%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
207,261
+3%
减持
IJR
ISHARES TR
-$1.8M
100,175
-11%
增持
SGOV
ISHARES TR
+$1.8M
33,439
+112%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.7M
76,316
-7%
减持
—
MEDTRONIC PLC
-$1.7M
99,356
-9%
增持
UBER
UBER TECHNOLOGIES INC
+$1.7M
122,805
+30%
增持
IVE
ISHARES TR
+$1.6M
62,565
+20%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$1.6M
40,327
+209%
增持
INTC
INTEL CORP
-$1.6M
158,032
+7%
增持
NOW
SERVICENOW INC
+$1.6M
7,054
+36%
增持
BND
VANGUARD BD INDEX FDS
+$1.6M
165,163
+16%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
33,245
-11%
增持
SOXX
ISHARES TR
+$1.5M
40,179
+9%
增持
IOO
ISHARES TR
+$1.5M
117,541
+7%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.5M
20,564
+10%
减持
ABT
ABBOTT LABS
-$1.5M
98,651
-5%
减持
ULTA
ULTA BEAUTY INC
-$1.5M
7,856
-9%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$1.5M
13,281
-63%
增持
MS
MORGAN STANLEY
+$1.5M
133,393
+9%
增持
LMT
LOCKHEED MARTIN CORP
+$1.5M
39,945
+6%
增持
COIN
COINBASE GLOBAL INC
+$1.4M
11,468
+169%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.4M
85,265
+41%
建仓
MT
ARCELORMITTAL SA LUXEMBOURG
+$1.4M
60,222
增持
JNJ
JOHNSON &JOHNSON
-$1.4M
123,198
+1%
清仓
—
PARAMOUNT GLOBAL
-$1.4M
0
-100%
建仓
IGPT
INVESCO EXCHANGE TRADED FD T
+$1.3M
28,117
增持
CVX
CHEVRON CORP NEW
+$1.3M
154,660
+7%
减持
IEFA
ISHARES TR
-$1.3M
281,472
-4%
建仓
EDIV
SPDR INDEX SHS FDS
+$1.3M
36,976
建仓
GRW
TCW ETF TRUST
+$1.3M
38,015
建仓
GEV
GE VERNOVA INC
+$1.3M
7,511
增持
ZS
ZSCALER INC
+$1.3M
9,333
+239%
减持
TREX
TREX CO INC
-$1.2M
46,379
-1%
减持
ALB
ALBEMARLE CORP
-$1.2M
7,304
-50%
减持
IJH
ISHARES TR
-$1.2M
339,075
-2%
减持
ADI
ANALOG DEVICES INC
+$1.2M
43,028
-1%
增持
MCD
MCDONALDS CORP
-$1.2M
53,399
+2%
增持
IUSV
ISHARES TR
+$1.2M
334,748
+7%
减持
IUSG
ISHARES TR
-$1.2M
66,255
-19%
减持
ARKB
ARK 21SHARES BITCOIN ETF
-$1.1M
5,328
-74%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.1M
364,881
-4%
建仓
FLTR
VANECK ETF TRUST
+$1.1M
43,038
减持
USFR
WISDOMTREE TR
-$1.1M
848,419
-3%
增持
MU
MICRON TECHNOLOGY INC
+$1.1M
76,172
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$1.1M
192,889
+12%
建仓
MGV
VANGUARD WORLD FD
+$1.1M
9,074
增持
AMAX
STARBOARD INVT TR
+$1.1M
738,719
+26%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.1M
17,424
-4%
增持
—
PARAMOUNT GLOBAL
+$1.1M
142,238
+303%
增持
DBEF
DBX ETF TR
+$1.1M
70,979
+54%
增持
INDA
ISHARES TR
+$1.1M
31,305
+134%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.0M
102,873
+40%
减持
CLF
CLEVELAND-CLIFFS INC NEW
-$1.0M
114,276
-7%
增持
AGGY
WISDOMTREE TR
+$1.0M
75,120
+49%
增持
DELL
DELL TECHNOLOGIES INC
+$1.0M
9,608
+270%
减持
TXN
TEXAS INSTRS INC
+$1.0M
56,542
-1%
建仓
RHRX
STARBOARD INVT TR
+$1.0M
63,861
建仓
PDD
PDD HOLDINGS INC
+$973.2K
7,320
增持
KMI
KINDER MORGAN INC DEL
+$969.1K
177,549
+27%
减持
XLE
SELECT SECTOR SPDR TR
-$953.9K
101,057
-6%
减持
IWS
ISHARES TR
-$950.2K
76,156
-6%
增持
T
AT&T INC
+$943.6K
339,205
+8%
增持
KMB
KIMBERLY-CLARK CORP
+$939.7K
26,675
+26%
增持
DUK
DUKE ENERGY CORP NEW
+$939.1K
66,565
+12%
