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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 11
增持 105
减持 34
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$31.9M
1,415,635
+3%
增持
AAPL
APPLE INC
-$24.1M
1,014,179
+2%
增持
TSLA
TESLA INC
-$22.6M
176,034
+4%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.6M
176,178
+1%
减持
AVGO
BROADCOM INC
-$14.1M
213,655
-1%
增持
AMZN
AMAZON COM INC
-$13.4M
723,643
+5%
减持
VOO
VANGUARD INDEX FDS
-$11.0M
108,363
-12%
增持
GOOGL
ALPHABET INC
-$10.8M
416,540
+5%
建仓
TBIL
RBB FD INC
+$9.9M
197,135
减持
AGOX
STARBOARD INVT TR
-$9.6M
944,849
-21%
增持
GLD
SPDR GOLD TR
+$8.3M
114,759
+12%
增持
V
VISA INC
+$8.0M
181,370
+3%
增持
MSFT
MICROSOFT CORP
-$7.9M
344,667
+6%
增持
GOOG
ALPHABET INC
-$7.3M
235,715
+2%
减持
FBCG
FIDELITY COVINGTON TRUST
-$6.3M
212,391
-34%
增持
LLY
ELI LILLY &CO
+$6.0M
44,072
+12%
增持
ABBV
ABBVIE INC
+$5.8M
153,525
+4%
增持
GDX
VANECK ETF TRUST
+$5.7M
354,180
+13%
增持
UBER
UBER TECHNOLOGIES INC
+$5.5M
179,929
+43%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$5.5M
314,342
+121%
减持
VONG
VANGUARD SCOTTSDALE FDS
-$5.3M
196,464
-14%
增持
DYNF
BLACKROCK ETF TRUST
+$5.1M
398,718
+42%
增持
VUG
VANGUARD INDEX FDS
-$5.0M
158,506
+2%
增持
OEF
ISHARES TR
+$4.9M
30,940
+160%
增持
RTX
RTX CORPORATION
+$4.9M
189,785
+9%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$4.9M
140,690
+272%
减持
APP
APPLOVIN CORP
-$4.8M
6,810
-67%
增持
VTV
VANGUARD INDEX FDS
+$4.8M
377,996
+6%
增持
USFR
WISDOMTREE TR
+$4.8M
1,001,303
+10%
增持
—
EXXON MOBIL CORP
+$4.7M
257,573
+7%
建仓
AFLG
FIRST TR EXCHNG TRADED FD VI
+$4.6M
136,886
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$4.6M
118,521
-31%
增持
IVE
ISHARES TR
+$4.5M
82,684
+40%
减持
QQXT
FIRST TR EXCHANGE-TRADED FD
-$4.0M
4,534
-90%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$4.0M
400,575
+2%
增持
IEFA
ISHARES TR
+$3.9M
356,713
+8%
减持
QUAL
ISHARES TR
-$3.8M
190,955
-7%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.8M
561,244
+14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.8M
525,985
+10%
增持
CVX
CHEVRON CORP NEW
+$3.7M
164,553
+0%
建仓
BUXX
EA SERIES TRUST
+$3.6M
178,502
增持
VOE
VANGUARD INDEX FDS
+$3.6M
63,766
+56%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.6M
57,508
-27%
增持
CRM
SALESFORCE INC
-$3.5M
72,249
+5%
增持
JNJ
JOHNSON &JOHNSON
+$3.4M
116,711
+6%
增持
RECS
COLUMBIA ETF TR I
+$3.4M
179,451
+141%
增持
IVW
ISHARES TR
+$3.3M
224,895
+30%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.3M
157,426
+558%
增持
VOT
VANGUARD INDEX FDS
+$3.2M
23,086
+141%
增持
IWY
ISHARES TR
-$3.2M
154,832
+2%
增持
ANET
ARISTA NETWORKS INC
-$3.2M
96,691
+0%
增持
ABT
ABBOTT LABS
+$3.2M
100,715
+12%
减持
AMGN
AMGEN INC
+$3.1M
65,231
-1%
增持
QQQ
INVESCO QQQ TR
-$3.0M
170,009
+5%
增持
DGRW
WISDOMTREE TR
+$3.0M
362,101
+13%
增持
TLTW
ISHARES TR
+$3.0M
191,251
+176%
增持
COWG
PACER FDS TR
+$3.0M
104,403
+1204%
减持
NFLX
NETFLIX INC
-$2.9M
26,405
-14%
建仓
DUSA
DAVIS FUNDAMENTAL ETF TR
+$2.8M
67,114
建仓
GARP
ISHARES TR
+$2.7M
53,785
增持
SGOV
ISHARES TR
+$2.7M
191,187
+16%
增持
IEI
ISHARES TR
+$2.6M
74,605
+39%
增持
IWF
ISHARES TR
-$2.6M
103,710
+4%
增持
PAAA
PGIM ETF TR
+$2.6M
262,571
+24%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.6M
78,443
+2%
减持
VGT
VANGUARD WORLD FD
-$2.6M
24,079
-4%
增持
MCD
MCDONALDS CORP
+$2.6M
61,846
+7%
增持
JPM
JPMORGAN CHASE &CO.
+$2.6M
307,928
+1%
建仓
LVHI
LEGG MASON ETF INVT
+$2.5M
78,284
减持
IWLG
NEW YORK LIFE INVTS ACTIVE E
-$2.5M
11,408
-82%
建仓
AFMC
FIRST TR EXCHNG TRADED FD VI
+$2.5M
82,319
减持
IWM
ISHARES TR
-$2.5M
55,487
-9%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.4M
56,503
-26%
增持
—
SPOTIFY TECHNOLOGY S A
+$2.4M
5,518
+291%
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$2.4M
52,322
减持
CALF
PACER FDS TR
-$2.4M
104,219
-27%
减持
VTI
VANGUARD INDEX FDS
-$2.3M
79,598
-5%
减持
EFV
ISHARES TR
+$2.3M
377,262
-1%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.3M
513,272
+27%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$2.3M
185,014
+27%
增持
COST
COSTCO WHSL CORP NEW
+$2.3M
62,101
+1%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$2.2M
304,897
+38%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$2.2M
113,505
+349%
增持
VZ
VERIZON COMMUNICATIONS INC
+$2.1M
343,335
+2%
增持
IAU
ISHARES GOLD TR
+$2.1M
163,008
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$2.1M
116,501
+51%
减持
FIGB
FIDELITY MERRIMACK STR TR
-$2.1M
143,648
-26%
建仓
GCOW
PACER FDS TR
+$2.1M
55,456
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$2.0M
75,453
+2%
增持
OKE
ONEOK INC NEW
+$2.0M
36,867
+122%
减持
GWW
GRAINGER W W INC
-$2.0M
3,042
-36%
减持
MGK
VANGUARD WORLD FD
-$1.9M
35,222
-6%
减持
IWD
ISHARES TR
-$1.9M
79,351
-13%
减持
TLT
ISHARES TR
-$1.9M
195,293
-13%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.9M
417,068
+9%
增持
META
META PLATFORMS INC
+$1.9M
112,067
+5%
减持
BIV
VANGUARD BD INDEX FDS
-$1.9M
72,347
-27%
建仓
BCD
ABRDN ETFS
+$1.9M
54,846
增持
WM
WASTE MGMT INC DEL
+$1.9M
30,754
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
102,162
+8%
增持
BOXX
EA SERIES TRUST
+$1.8M
22,655
+264%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.8M
60,521
+43%
减持
SPYV
SPDR SER TR
-$1.8M
310,829
-10%
增持
PH
PARKER-HANNIFIN CORP
+$1.8M
11,247
+41%
增持
AMT
AMERICAN TOWER CORP NEW
+$1.7M
35,086
+9%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$1.7M
408,341
+6%
减持
HII
HUNTINGTON INGALLS INDS INC
-$1.7M
1,390
-87%
增持
SPYG
SPDR SER TR
-$1.6M
363,477
+4%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$1.6M
119,616
+226%
增持
—
ACCENTURE PLC IRELAND
-$1.6M
43,002
+1%
增持
IHDG
WISDOMTREE TR
+$1.6M
77,412
+93%
减持
AZO
AUTOZONE INC
+$1.6M
2,730
-1%
减持
T
AT&T INC
+$1.6M
363,766
-5%
减持
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.5M
300,178
-7%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.5M
19,956
+152%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.5M
385,334
+11%
增持
AGG
ISHARES TR
+$1.5M
637,948
+0%
增持
—
MEDTRONIC PLC
+$1.5M
108,588
+5%
减持
PM
PHILIP MORRIS INTL INC
+$1.5M
42,435
-3%
增持
WFC
WELLS FARGO CO NEW
+$1.5M
116,946
+18%
增持
O
REALTY INCOME CORP
+$1.5M
125,246
+15%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$1.4M
34,477
-46%
增持
KMI
KINDER MORGAN INC DEL
+$1.4M
209,109
+26%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$1.4M
488,515
+17%
增持
WMB
WILLIAMS COS INC
+$1.4M
72,337
+35%
增持
—
LINDE PLC
+$1.4M
19,320
+7%
增持
BX
BLACKSTONE INC
-$1.4M
62,042
+6%
建仓
PBUS
INVESCO EXCH TRADED FD TR II
+$1.4M
24,984
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.4M
3,639
+13%
增持
IEMG
ISHARES INC
+$1.4M
358,093
+4%
增持
IVV
ISHARES TR
-$1.4M
92,677
+2%
增持
—
CHUBB LIMITED
+$1.4M
33,901
+6%
增持
HWM
HOWMET AEROSPACE INC
+$1.4M
18,795
+92%
增持
PSX
PHILLIPS 66
+$1.4M
99,616
+4%
增持
ALL
ALLSTATE CORP
+$1.3M
21,036
+34%
减持
SOXX
ISHARES TR
-$1.3M
43,177
-2%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.3M
240,725
+11%
增持
VO
VANGUARD INDEX FDS
+$1.3M
40,672
+17%
增持
LNG
CHENIERE ENERGY INC
+$1.3M
7,026
+386%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.3M
58,728
+23%
增持
AVUV
AMERICAN CENTY ETF TR
-$1.3M
263,751
+5%
增持
AGGH
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
81,997
+289%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.3M
22,363
+14%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.3M
227,196
+8%
增持
GRNY
TIDAL ETF TR
+$1.3M
207,920
+66%
增持
EFG
ISHARES TR
+$1.3M
132,097
+7%
增持
MTBA
SIMPLIFY EXCHANGE TRADED FUN
+$1.3M
34,073
+273%
增持
ALLY
ALLY FINL INC
+$1.2M
180,181
+22%
减持
KO
COCA COLA CO
+$1.2M
187,574
-4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$1.2M
52,094
+4%
