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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 9
增持 95
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$31.7M
1,082,414
+3%
减持
MSFT
MICROSOFT CORP
-$22.1M
274,059
-13%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$15.7M
634,559
+5252%
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。
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$15.0M
50,540
-87%
增持
TSLA
TESLA INC
+$14.3M
173,543
+10%
增持
AGG
ISHARES TR
+$12.8M
595,011
+22%
增持
QQQ
INVESCO QQQ TR
+$11.7M
155,870
+16%
增持
QUAL
ISHARES TR
+$11.7M
162,631
+59%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.5M
174,542
+3%
增持
VTV
VANGUARD INDEX FDS
+$10.7M
326,125
+13%
减持
IUSV
ISHARES TR
-$10.6M
198,044
-41%
增持
META
META PLATFORMS INC
+$10.4M
134,175
+2%
增持
TLT
ISHARES TR
+$10.0M
289,172
+44%
建仓
PAAA
PGIM ETF TR
+$9.9M
193,311
增持
FBND
FIDELITY MERRIMACK STR TR
+$9.9M
349,712
+143%
增持
SPY
SPDR S&P 500 ETF TR
+$9.5M
91,394
+16%
建仓
DYNF
BLACKROCK ETF TRUST
+$8.6M
174,388
增持
VUG
VANGUARD INDEX FDS
+$8.3M
144,545
+14%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$7.9M
131,378
+130%
建仓
UYLD
ANGEL OAK FUNDS TRUST
+$7.9M
154,892
增持
AGOX
STARBOARD INVT TR
+$7.6M
1,046,402
+29%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$7.4M
65,876
-69%
建仓
FIGB
FIDELITY MERRIMACK STR TR
+$7.0M
157,932
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.7M
1,680,756
+12%
增持
DGRO
ISHARES TR
+$6.7M
189,197
+113%
建仓
FIW
FIRST TR EXCHANGE-TRADED FD
+$6.7M
61,518
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.4M
42,761
+284%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$6.4M
254,125
减持
MGK
VANGUARD WORLD FD
-$6.3M
23,951
-46%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.2M
201,023
+157%
减持
QCOM
QUALCOMM INC
-$6.2M
147,454
-6%
增持
GLD
SPDR GOLD TR
+$5.9M
101,125
+16%
增持
IWM
ISHARES TR
+$5.9M
57,297
+71%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.8M
378,899
+29%
增持
JPM
JPMORGAN CHASE & CO.
+$5.7M
297,729
+6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$5.7M
356,512
+20%
减持
IOO
ISHARES TR
-$5.6M
57,599
-51%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$5.6M
105,322
-47%
增持
COWZ
PACER FDS TR
+$5.3M
557,582
+13%
增持
VOO
VANGUARD INDEX FDS
+$5.3M
128,386
+3%
减持
PANW
PALO ALTO NETWORKS INC
-$5.1M
20,267
-43%
增持
MOAT
VANECK ETF TRUST
+$4.9M
214,485
+17%
减持
NOC
NORTHROP GRUMMAN CORP
-$4.7M
5,473
-69%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$4.7M
161,404
+556%
增持
COST
COSTCO WHSL CORP NEW
+$4.6M
60,811
+5%
减持
IJH
ISHARES TR
-$4.5M
246,412
-27%
增持
ISRG
INTUITIVE SURGICAL INC
+$4.5M
41,709
+16%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$4.4M
47,926
+1205%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.3M
449,228
+11%
减持
BND
VANGUARD BD INDEX FDS
-$4.3M
101,625
-38%
增持
IWR
ISHARES TR
+$4.2M
74,092
+159%
增持
AVGO
BROADCOM INC
+$4.2M
214,258
+950%
增持
SPGI
S&P GLOBAL INC
+$4.2M
20,269
+44%
减持
DBEM
DBX ETF TR
-$4.1M
118,782
-60%
增持
IEFA
ISHARES TR
+$4.1M
314,328
+12%
增持
ZTS
ZOETIS INC
+$4.0M
77,665
+21%
增持
EFV
ISHARES TR
+$4.0M
231,289
+31%
减持
JAAA
JANUS DETROIT STR TR
-$3.9M
261,714
-23%
减持
IWF
ISHARES TR
-$3.9M
93,033
-13%
增持
ABBV
ABBVIE INC
+$3.8M
139,267
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$3.7M
62,638
-38%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.7M
116,982
+53%
增持
GDX
VANECK ETF TRUST
+$3.6M
304,838
+21%
增持
NEE
NEXTERA ENERGY INC
+$3.6M
215,705
+4%
增持
V
VISA INC
+$3.5M
166,643
+3%
增持
BIV
VANGUARD BD INDEX FDS
+$3.5M
100,378
+71%
增持
TDVG
T ROWE PRICE ETF INC
+$3.4M
94,957
+644%
增持
HYG
ISHARES TR
+$3.3M
52,448
+361%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
1,422,432
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.2M
34,500
+4%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$3.2M
0
-100%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
431,996
+9%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.2M
193,276
+39%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.2M
26,463
+29%
减持
FENY
FIDELITY COVINGTON TRUST
-$3.2M
161,272
-43%
减持
LLY
ELI LILLY &CO
-$3.2M
32,968
-8%
减持
MU
MICRON TECHNOLOGY INC
-$3.1M
66,438
-13%
增持
SPYG
SPDR SER TR
+$3.1M
329,981
+8%
增持
AMZN
AMAZON COM INC
+$3.1M
681,094
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$3.0M
204,912
+11%
增持
AXON
AXON ENTERPRISE INC
+$3.0M
9,971
+198%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$3.0M
112,683
+562%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.0M
84,570
+182%
增持
IEMG
ISHARES INC
+$3.0M
319,534
+11%
减持
ITOT
ISHARES TR
-$2.9M
54,185
-34%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$2.9M
272,197
+24%
增持
IJT
ISHARES TR
+$2.9M
67,440
+32%
增持
GOOG
ALPHABET INC
-$2.9M
227,689
+2%
减持
DIS
DISNEY WALT CO
-$2.8M
69,855
-27%
增持
EFG
ISHARES TR
+$2.8M
100,510
+28%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.8M
69,183
+14%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.7M
692,072
-1%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.7M
209,183
+8%
减持
CVX
CHEVRON CORP NEW
-$2.7M
146,062
-6%
增持
IVW
ISHARES TR
+$2.7M
155,367
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.7M
66,652
-4%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.6M
188,145
+14%
减持
FBCG
FIDELITY COVINGTON TRUST
-$2.6M
287,594
-18%
增持
SPYV
SPDR SER TR
+$2.6M
305,140
+10%
增持
GOOGL
ALPHABET INC
-$2.6M
400,390
+6%
增持
IJS
ISHARES TR
+$2.6M
81,615
+27%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.5M
65,515
+1121%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.5M
299,869
+17%
减持
HD
HOME DEPOT INC
+$2.5M
80,810
-8%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$2.4M
183,530
-22%
减持
ORCL
ORACLE CORP
+$2.4M
85,997
-1%
增持
AXP
AMERICAN EXPRESS CO
+$2.4M
42,757
+8%
建仓
FELG
FIDELITY COVINGTON TRUST
+$2.4M
71,957
增持
CALF
PACER FDS TR
+$2.4M
132,410
+52%
减持
RTX
RTX CORPORATION
+$2.3M
157,070
-6%
减持
WMT
WALMART INC
+$2.2M
344,535
-9%
增持
IWLG
NEW YORK LIFE INVTS ACTIVE E
+$2.2M
61,637
+385%
增持
CSCO
CISCO SYS INC
+$2.2M
351,054
+1%
增持
AMGN
AMGEN INC
+$2.2M
70,868
+7%
增持
NFLX
NETFLIX INC
+$2.2M
34,782
+4%
减持
—
SUPER MICRO COMPUTER INC
-$2.2M
2,835
-31%
增持
VYM
VANGUARD WHITEHALL FDS
+$2.2M
83,910
+16%
增持
BINC
BLACKROCK ETF TRUST II
+$2.2M
73,959
+120%
增持
MRK
MERCK & CO INC
-$2.2M
224,225
+0%
减持
NOW
SERVICENOW INC
-$2.2M
3,786
-46%
减持
—
ACCENTURE PLC IRELAND
+$2.1M
43,341
-0%
减持
DG
DOLLAR GEN CORP NEW
-$2.1M
6,342
-68%
增持
VO
VANGUARD INDEX FDS
+$2.1M
33,824
+20%
减持
LQD
ISHARES TR
-$2.1M
57,837
-28%
增持
VB
VANGUARD INDEX FDS
+$2.1M
43,336
+15%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$2.0M
45,729
+63%
减持
LMT
LOCKHEED MARTIN CORP
+$2.0M
35,413
-11%
减持
F
FORD MTR CO
-$2.0M
429,374
-18%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.0M
40,746
+26%
增持
SUB
ISHARES TR
+$2.0M
119,711
+17%
增持
SMH
VANECK ETF TRUST
+$2.0M
18,940
+84%
增持
MA
MASTERCARD INCORPORATED
+$1.9M
27,698
+4%
增持
PH
PARKER-HANNIFIN CORP
+$1.9M
6,834
+40%
减持
C
CITIGROUP INC
-$1.9M
27,880
-51%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.9M
25,539
+260%
建仓
FUN
SIX FLAGS ENTERTAINMENT CORP
+$1.9M
45,898
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.8M
194,089
+54%
增持
MO
ALTRIA GROUP INC
+$1.8M
200,366
+8%
减持
GOVT
ISHARES TR
-$1.8M
115,049
-42%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.7M
366,180
+10%
减持
IVV
ISHARES TR
-$1.7M
83,468
-8%
增持
BKNG
BOOKING HOLDINGS INC
+$1.7M
2,224
+15%
清仓
TBIL
RBB FD INC
-$1.7M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.7M
118,853
-12%
增持
DGRW
WISDOMTREE TR
+$1.7M
307,844
+0%
建仓
SFLR
INNOVATOR ETFS TRUST
+$1.6M
50,989
减持
MINT
PIMCO ETF TR
-$1.6M
8,845
-65%
增持
PLD
PROLOGIS INC.
+$1.6M
35,091
+40%
清仓
YEAR
AB ACTIVE ETFS INC
-$1.6M
0
-100%
减持
INTC
INTEL CORP
-$1.6M
140,906
-11%
