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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 96
减持 32
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
AMZN
AMAZON COM INC
+$24.1M
688,464
+1%
减持
TSLA
TESLA INC
+$22.8M
168,949
-3%
增持
MSFT
MICROSOFT CORP
+$19.3M
325,635
+19%
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。
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$18.3M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.6M
394,445
+11%
增持
SGOV
ISHARES TR
+$14.6M
164,634
+775%
增持
IUSV
ISHARES TR
+$14.3M
358,643
+81%
减持
META
META PLATFORMS INC
-$14.1M
107,112
-20%
增持
AVGO
BROADCOM INC
+$12.9M
215,009
+0%
减持
NVDA
NVIDIA CORPORATION
+$12.5M
1,379,817
-3%
建仓
ANET
ARISTA NETWORKS INC
+$10.7M
96,380
增持
JPM
JPMORGAN CHASE &CO.
+$10.2M
304,470
+2%
增持
V
VISA INC
+$9.8M
175,903
+6%
建仓
BLK
BLACKROCK INC
+$9.4M
9,189
减持
GOOGL
ALPHABET INC
+$8.8M
397,480
-1%
减持
TLT
ISHARES TR
-$8.7M
225,489
-22%
清仓
—
ARISTA NETWORKS INC
-$8.6M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$8.3M
155,499
+8%
减持
IWN
ISHARES TR
-$8.0M
24,753
-66%
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$7.6M
145,766
增持
MTUM
ISHARES TR
+$7.5M
45,100
+404%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$7.3M
210,964
+61%
增持
PANW
PALO ALTO NETWORKS INC
+$7.3M
78,299
+286%
增持
QUAL
ISHARES TR
+$7.3M
204,777
+26%
增持
QQQ
INVESCO QQQ TR
+$6.7M
161,864
+4%
增持
EFV
ISHARES TR
+$6.6M
380,025
+64%
增持
IJH
ISHARES TR
+$6.4M
349,513
+42%
增持
WMT
WALMART INC
+$6.4M
378,774
+10%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$6.4M
1,857,220
+10%
增持
IOO
ISHARES TR
+$6.2M
118,649
+106%
增持
GOOG
ALPHABET INC
+$6.0M
231,554
+2%
清仓
—
BLACKROCK INC
-$6.0M
0
-100%
增持
DYNF
BLACKROCK ETF TRUST
+$5.7M
280,447
+61%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$5.7M
490,864
+30%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$5.7M
141,439
+178%
减持
AMGN
AMGEN INC
-$5.6M
66,026
-7%
减持
VIGI
VANGUARD WHITEHALL FDS
-$5.4M
16,105
-79%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.4M
228,199
+21%
增持
IVV
ISHARES TR
+$5.3M
90,800
+9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.3M
52,918
+16%
增持
IWF
ISHARES TR
+$5.1M
99,752
+7%
增持
MGK
VANGUARD WORLD FD
+$5.1M
37,343
+56%
增持
JAAA
JANUS DETROIT STR TR
+$5.0M
361,225
+38%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$4.9M
76,047
+218%
增持
AVUV
AMERICAN CENTY ETF TR
+$4.6M
251,648
+23%
增持
AXON
AXON ENTERPRISE INC
+$4.6M
14,420
+45%
减持
MRK
MERCK &CO INC
-$4.4M
211,950
-5%
减持
AMD
ADVANCED MICRO DEVICES INC
-$4.4M
84,085
-5%
清仓
TFLO
ISHARES TR
-$4.3M
0
-100%
增持
CRM
SALESFORCE INC
+$4.3M
68,514
+1%
增持
HD
HOME DEPOT INC
+$4.3M
95,186
+18%
建仓
APO
APOLLO GLOBAL MGMT INC
+$4.0M
24,182
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.9M
150,847
+78%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.8M
32,394
-6%
增持
CAT
CATERPILLAR INC
+$3.7M
45,239
+39%
增持
MS
MORGAN STANLEY
+$3.7M
136,084
+6%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$3.7M
410,553
-9%
减持
APP
APPLOVIN CORP
+$3.6M
20,436
-11%
增持
VTV
VANGUARD INDEX FDS
+$3.6M
357,306
+10%
增持
IWD
ISHARES TR
+$3.6M
90,994
+30%
增持
FVAL
FIDELITY COVINGTON TRUST
+$3.3M
85,723
+169%
增持
SPYG
SPDR SER TR
+$3.3M
350,956
+6%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$3.3M
323,605
-21%
减持
QCOM
QUALCOMM INC
-$3.3M
141,845
-4%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.3M
45,518
+9%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$3.1M
7,036
-45%
增持
O
REALTY INCOME CORP
+$3.1M
108,870
+158%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$3.1M
81,592
+178%
增持
IWY
ISHARES TR
+$3.1M
152,435
+2%
增持
ITOT
ISHARES TR
+$3.1M
76,762
+42%
建仓
SPTB
SPDR SER TR
+$3.0M
101,564
增持
COWZ
PACER FDS TR
+$3.0M
624,554
+12%
建仓
QGRO
AMERICAN CENTY ETF TR
+$3.0M
30,054
减持
AAPL
APPLE INC
-$2.9M
995,754
-8%
增持
SPY
SPDR S&P 500 ETF TR
+$2.8M
94,335
+3%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$2.8M
29,548
-61%
减持
NFLX
NETFLIX INC
+$2.8M
30,860
-11%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$2.7M
24,745
-65%
增持
IVW
ISHARES TR
+$2.7M
173,056
+11%
增持
BNY
BANK NEW YORK MELLON CORP
+$2.7M
42,234
+437%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$2.6M
34,794
+1064%
增持
PG
PROCTER AND GAMBLE CO
+$2.6M
138,171
+16%
建仓
RECS
COLUMBIA ETF TR I
+$2.6M
74,413
增持
GS
GOLDMAN SACHS GROUP INC
+$2.6M
22,139
+8%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
61,626
+1%
建仓
—
SEA LTD
+$2.5M
28,000
减持
UBER
UBER TECHNOLOGIES INC
-$2.5M
126,188
-6%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.5M
67,753
+125%
建仓
GRNY
TIDAL ETF TR
+$2.5M
125,624
增持
IUSG
ISHARES TR
+$2.5M
68,367
+28%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.5M
50,051
+18%
增持
AGOX
STARBOARD INVT TR
+$2.5M
1,203,254
+15%
增持
FBCG
FIDELITY COVINGTON TRUST
+$2.5M
319,467
+11%
增持
WFC
WELLS FARGO CO NEW
+$2.5M
98,699
+25%
清仓
—
ISHARES TR
-$2.5M
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$2.4M
190,043
+69%
减持
KLAC
KLA CORP
-$2.4M
6,850
-21%
增持
DIS
DISNEY WALT CO
+$2.3M
81,303
+16%
减持
ELV
ELEVANCE HEALTH INC
-$2.3M
6,035
-31%
增持
CVX
CHEVRON CORP NEW
+$2.3M
164,382
+13%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
+$2.3M
210,470
+16%
增持
BKNG
BOOKING HOLDINGS INC
+$2.3M
2,341
+5%
减持
FENY
FIDELITY COVINGTON TRUST
-$2.3M
68,362
-58%
建仓
LRCX
LAM RESEARCH CORP
+$2.2M
30,595
增持
SPG
SIMON PPTY GROUP INC NEW
+$2.2M
15,893
+407%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.2M
77,001
+16%
增持
COIN
COINBASE GLOBAL INC
+$2.2M
18,552
+35%
增持
CSCO
CISCO SYS INC
+$2.2M
352,064
+0%
增持
EMR
EMERSON ELEC CO
+$2.1M
97,804
+7%
增持
FDMO
FIDELITY COVINGTON TRUST
+$2.1M
51,714
+130%
减持
AVLV
AMERICAN CENTY ETF TR
-$2.1M
3,615
-90%
减持
STIP
ISHARES TR
-$2.1M
14,272
-59%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.9M
660,029
-5%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$1.9M
172,920
-8%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.9M
372,617
+159%
清仓
—
ISHARES TR
-$1.9M
0
-100%
增持
USFR
WISDOMTREE TR
+$1.9M
906,331
+4%
减持
PAYX
PAYCHEX INC
-$1.9M
31,204
-33%
增持
NOW
SERVICENOW INC
+$1.8M
4,927
+30%
增持
HON
HONEYWELL INTL INC
+$1.8M
39,232
+15%
增持
INTU
INTUIT
+$1.8M
7,409
+63%
增持
LMT
LOCKHEED MARTIN CORP
-$1.8M
38,855
+10%
增持
SYY
SYSCO CORP
+$1.8M
33,695
+242%
增持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$1.8M
56,476
+18%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.7M
37,795
清仓
—
LAM RESEARCH CORP
-$1.7M
0
-100%
清仓
BCE
BCE INC
-$1.7M
0
-100%
增持
ZTS
ZOETIS INC
-$1.7M
82,692
+6%
增持
VB
VANGUARD INDEX FDS
+$1.7M
49,849
+15%
建仓
DOCT
FIRST TR EXCHNG TRADED FD VI
+$1.7M
43,127
减持
FELG
FIDELITY COVINGTON TRUST
-$1.7M
19,596
-73%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$1.7M
32,075
+956%
增持
MSTR
MICROSTRATEGY INC
+$1.7M
8,737
+70%
增持
MCD
MCDONALDS CORP
+$1.6M
57,839
+16%
清仓
TU
TELUS CORPORATION
-$1.6M
0
-100%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$1.6M
206,508
+59%
增持
BX
BLACKSTONE INC
+$1.6M
58,419
+5%
减持
JMUB
J P MORGAN EXCHANGE TRADED F
-$1.6M
36,199
-45%
增持
GDX
VANECK ETF TRUST
-$1.5M
312,350
+2%
增持
SPYV
SPDR SER TR
+$1.5M
345,297
+13%
增持
NKE
NIKE INC
+$1.5M
100,832
+46%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$1.5M
190,192
-21%
增持
—
EATON CORP PLC
+$1.5M
40,119
+13%
增持
DBEM
DBX ETF TR
+$1.5M
185,301
+56%
增持
GPC
GENUINE PARTS CO
+$1.5M
29,500
+110%
增持
SCHD
SCHWAB STRATEGIC TR
-$1.5M
593,444
+184%
增持
—
EXXON MOBIL CORP
-$1.5M
241,397
+3%
建仓
UITB
VICTORY PORTFOLIOS II
+$1.5M
31,868
增持
IWP
ISHARES TR
+$1.5M
131,582
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.4M
47,658
+11%
