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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 10
增持 117
减持 21
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$85.1M
1,509,970
+7%
增持
MSFT
MICROSOFT CORP
+$45.9M
352,326
+2%
增持
AMZN
AMAZON COM INC
+$28.3M
756,419
+5%
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。
建仓
MFSI
MFS ACTIVE EXCHANGE TRADED F
+$27.5M
965,894
增持
AVGO
BROADCOM INC
+$24.4M
218,315
+2%
增持
IVV
ISHARES TR
+$22.4M
119,894
+29%
增持
META
META PLATFORMS INC
+$21.4M
116,511
+4%
增持
QQQ
INVESCO QQQ TR
+$20.4M
181,540
+7%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$18.1M
381,070
-5%
增持
IWD
ISHARES TR
+$17.2M
165,245
+108%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$16.3M
721,868
+536%
增持
JPM
JPMORGAN CHASE &CO.
+$14.3M
309,708
+1%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$14.1M
848,500
+27%
增持
VUG
VANGUARD INDEX FDS
+$13.8M
165,498
+4%
增持
GOOGL
ALPHABET INC
+$12.4M
435,848
+5%
增持
PAAA
PGIM ETF TR
+$12.1M
497,745
+90%
增持
AAPL
APPLE INC
-$11.7M
1,040,774
+3%
增持
TSLA
TESLA INC
+$11.3M
179,033
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$10.9M
110,165
+8%
增持
BIL
SPDR SERIES TRUST
+$10.6M
176,106
+191%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$10.1M
57,007
+6%
减持
NFLX
NETFLIX INC
+$10.1M
25,898
-2%
减持
QUAL
ISHARES TR
-$10.0M
124,056
-35%
增持
VXUS
VANGUARD STAR FDS
+$9.6M
164,257
+477%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$9.1M
459,776
+126%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$8.8M
358,150
+1242%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$8.7M
295,969
-28%
减持
SUB
ISHARES TR
-$8.3M
40,422
-66%
增持
ORCL
ORACLE CORP
+$8.3M
96,986
+5%
增持
COST
COSTCO WHSL CORP NEW
+$7.7M
67,104
+8%
增持
IWY
ISHARES TR
+$7.4M
162,540
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$7.1M
31,195
-3%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$7.1M
143,087
-38%
增持
SHV
ISHARES TR
+$6.6M
63,631
+1562%
增持
SPYG
SPDR SERIES TRUST
+$6.6M
375,373
+3%
增持
VGT
VANGUARD WORLD FD
+$6.5M
29,482
+22%
增持
MUB
ISHARES TR
+$6.4M
104,756
+143%
增持
GOOG
ALPHABET INC
+$6.3M
243,123
+3%
清仓
FIGB
FIDELITY MERRIMACK STR TR
-$6.2M
0
-100%
增持
GS
GOLDMAN SACHS GROUP INC
+$6.1M
27,862
+11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$6.1M
501,329
+30%
增持
WMT
WALMART INC
+$5.8M
407,403
+5%
增持
DIVO
AMPLIFY ETF TR
+$5.4M
255,599
+90%
减持
IWF
ISHARES TR
+$5.2M
100,535
-3%
增持
COIN
COINBASE GLOBAL INC
+$5.2M
25,064
+20%
增持
AXON
AXON ENTERPRISE INC
+$5.2M
15,933
+5%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$5.1M
380,773
+218%
增持
IEFA
ISHARES TR
+$5.1M
384,309
+8%
增持
—
EATON CORP PLC
+$5.0M
49,523
+7%
减持
DYNF
BLACKROCK ETF TRUST
-$5.0M
265,311
-33%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.8M
59,578
+14%
增持
JAAA
JANUS DETROIT STR TR
+$4.7M
476,018
+24%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$4.5M
69,824
+19%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.5M
375,397
+19%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$4.5M
1,910,379
+1%
建仓
BALT
INNOVATOR ETFS TRUST
+$4.5M
139,322
增持
USFR
WISDOMTREE TR
+$4.4M
1,088,632
+9%
建仓
THRO
BLACKROCK ETF TRUST
+$4.3M
122,059
增持
IVW
ISHARES TR
+$4.3M
228,650
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.2M
184,461
+5%
增持
VO
VANGUARD INDEX FDS
+$4.2M
52,614
+29%
增持
RTX
RTX CORPORATION
+$4.1M
200,444
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$4.1M
184,445
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.1M
79,985
+2%
减持
EFV
ISHARES TR
-$4.1M
286,183
-24%
减持
COWZ
PACER FDS TR
-$4.1M
577,535
-12%
减持
MTUM
ISHARES TR
-$4.0M
22,721
-51%
增持
HD
HOME DEPOT INC
+$4.0M
111,814
+11%
建仓
—
BLACKSTONE MORTGAGE TRUST IN
+$3.9M
40,000
增持
PH
PARKER-HANNIFIN CORP
+$3.8M
15,291
+36%
增持
AMD
ADVANCED MICRO DEVICES INC
+$3.8M
90,765
+2%
增持
MS
MORGAN STANLEY
+$3.7M
146,103
+1%
增持
EMR
EMERSON ELEC CO
+$3.7M
117,239
+8%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$3.6M
252,157
+36%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.6M
49,179
+5%
增持
CVX
CHEVRON CORP NEW
-$3.6M
167,377
+2%
增持
VB
VANGUARD INDEX FDS
+$3.5M
65,563
+21%
增持
CSCO
CISCO SYS INC
+$3.5M
361,812
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.5M
530,796
+1%
增持
ABT
ABBOTT LABS
+$3.5M
124,121
+23%
增持
GRNY
TIDAL TRUST I
+$3.5M
320,876
+54%
减持
AGOX
STARBOARD INVT TR
+$3.4M
896,633
-5%
增持
LMT
LOCKHEED MARTIN CORP
+$3.4M
45,541
+15%
增持
CAT
CATERPILLAR INC
+$3.4M
48,664
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$3.4M
77,151
+102%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
286,766
+19%
增持
MSTR
MICROSTRATEGY INC
+$3.3M
17,124
+36%
增持
IWP
ISHARES TR
+$3.2M
135,531
+2%
增持
ANET
ARISTA NETWORKS INC
+$3.2M
104,450
+8%
增持
V
VISA INC
+$3.2M
187,951
+4%
增持
DGRW
WISDOMTREE TR
+$3.2M
382,970
+6%
增持
MU
MICRON TECHNOLOGY INC
+$3.1M
78,976
+4%
增持
IEMG
ISHARES INC
+$3.1M
374,112
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.1M
617,957
+10%
增持
VOT
VANGUARD INDEX FDS
+$3.0M
30,326
+31%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$3.0M
125,376
+87%
增持
BKNG
BOOKING HOLDINGS INC
+$3.0M
2,462
+0%
增持
BA
BOEING CO
+$2.9M
57,803
+7%
增持
RECS
COLUMBIA ETF TR I
+$2.9M
241,380
+35%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$2.9M
92,285
+32%
减持
QQEW
FIRST TR EXCHANGE-TRADED FD
-$2.9M
19,749
-57%
增持
BAC
BANK AMERICA CORP
+$2.9M
379,459
+5%
增持
GE
GE AEROSPACE
+$2.9M
34,053
+16%
增持
OEF
ISHARES TR
+$2.9M
36,948
+19%
增持
GDX
VANECK ETF TRUST
+$2.8M
367,132
+4%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.8M
252,582
+42%
增持
PANW
PALO ALTO NETWORKS INC
+$2.7M
79,661
+0%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$2.7M
449,890
+10%
建仓
IAGG
ISHARES TR
+$2.7M
52,539
增持
—
ASML HOLDING N V
+$2.7M
12,429
+13%
增持
COF
CAPITAL ONE FINL CORP
+$2.7M
17,388
+198%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$2.6M
197,632
+1%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$2.6M
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.6M
88,362
-25%
减持
VOO
VANGUARD INDEX FDS
+$2.6M
102,566
-5%
增持
SHYG
ISHARES TR
+$2.5M
96,046
+156%
增持
OC
OWENS CORNING NEW
+$2.5M
26,946
+214%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$2.5M
164,220
+34%
建仓
CRWV
COREWEAVE INC
+$2.5M
15,094
增持
XAR
SPDR SERIES TRUST
+$2.4M
13,557
+404%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$2.4M
172,158
+1%
建仓
CLOI
VANECK ETF TRUST
+$2.4M
45,346
减持
NVO
NOVO-NORDISK A S
-$2.3M
25,855
-57%
增持
AIQ
GLOBAL X FDS
+$2.3M
98,273
+83%
增持
VOE
VANGUARD INDEX FDS
+$2.3M
76,488
+20%
增持
KLAC
KLA CORP
+$2.3M
6,909
+22%
减持
AGG
ISHARES TR
-$2.3M
612,978
-4%
增持
ADI
ANALOG DEVICES INC
+$2.3M
47,385
+6%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.2M
534,302
-9%
减持
AMGN
AMGEN INC
-$2.2M
64,833
-1%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.2M
211,671
+18%
增持
VV
VANGUARD INDEX FDS
+$2.2M
39,168
+12%
增持
GEV
GE VERNOVA INC
+$2.2M
8,422
+12%
减持
TDG
TRANSDIGM GROUP INC
-$2.2M
1,347
-56%
增持
—
EXXON MOBIL CORP
-$2.1M
264,746
+3%
增持
PM
PHILIP MORRIS INTL INC
+$2.1M
48,437
+14%
增持
BLK
BLACKROCK INC
+$2.1M
10,756
+11%
增持
WFC
WELLS FARGO CO NEW
+$2.1M
130,725
+12%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$2.1M
86,634
+3%
增持
FLTR
VANECK ETF TRUST
+$2.1M
127,402
+175%
增持
DUOL
DUOLINGO INC
+$2.1M
7,596
+124%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
460,965
+11%
增持
ATO
ATMOS ENERGY CORP
+$2.0M
16,032
+439%
增持
HOOD
ROBINHOOD MKTS INC
+$2.0M
25,132
+193%
建仓
KXI
ISHARES TR
+$2.0M
30,406
增持
SMH
VANECK ETF TRUST
+$2.0M
24,136
+7%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$1.9M
32,239
增持
DBEF
DBX ETF TR
+$1.9M
106,317
+68%
增持
—
JOHNSON CTLS INTL PLC
+$1.9M
73,527
+0%
建仓
SMIN
ISHARES TR
+$1.9M
24,183
