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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 9
增持 98
减持 40
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$51.1M
1,039,446
-0%
增持
NVDA
NVIDIA CORPORATION
+$43.6M
1,512,091
+0%
建仓
EVMO
MORGAN STANLEY ETF TRUST
+$35.6M
703,736
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
GOOGL
ALPHABET INC
+$28.3M
432,313
-1%
减持
TSLA
TESLA INC
+$22.5M
178,566
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$17.1M
378,386
-1%
减持
GOOG
ALPHABET INC
+$15.3M
239,721
-1%
减持
USFR
WISDOMTREE TR
-$12.1M
849,034
-22%
增持
QQQ
INVESCO QQQ TR
+$11.3M
185,680
+2%
增持
AMZN
AMAZON COM INC
+$11.2M
806,609
+7%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$11.1M
429,998
减持
AVGO
BROADCOM INC
+$9.9M
212,387
-3%
减持
SGOV
ISHARES TR
-$9.4M
106,711
-47%
增持
OPEN
OPENDOOR TECHNOLOGIES INC
+$9.3M
1,197,380
+154%
增持
ABBV
ABBVIE INC
+$9.2M
171,091
+5%
增持
JPM
JPMORGAN CHASE & CO.
+$9.0M
313,136
+1%
增持
IJS
ISHARES TR
+$7.5M
162,180
+54%
增持
SPY
SPDR S&P 500 ETF TR
+$7.4M
113,252
+3%
增持
IJT
ISHARES TR
+$7.1M
132,451
+51%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$7.0M
638,175
+27%
增持
GLD
SPDR GOLD TR
+$7.0M
111,386
+4%
增持
CVX
CHEVRON CORP NEW
+$6.6M
196,976
+18%
增持
PSFF
PACER FDS TR
+$6.2M
250,619
+349%
减持
VUG
VANGUARD INDEX FDS
+$5.6M
163,036
-1%
减持
MSFT
MICROSOFT CORP
+$5.6M
349,211
-1%
增持
VTV
VANGUARD INDEX FDS
+$5.6M
389,028
+3%
增持
FNDF
SCHWAB STRATEGIC TR
+$5.6M
159,805
+399%
建仓
BMNR
BITMINE IMMERSION TECNOLOGIE
+$5.5M
105,669
增持
VO
VANGUARD INDEX FDS
+$5.4M
68,494
+30%
增持
MU
MICRON TECHNOLOGY INC
+$5.1M
88,630
+12%
增持
HD
HOME DEPOT INC
+$5.0M
113,617
+2%
增持
IWY
ISHARES TR
+$4.9M
164,233
+1%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
103,094
+1%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$4.8M
373,123
+48%
增持
ANET
ARISTA NETWORKS INC
+$4.8M
106,159
+2%
增持
IAU
ISHARES GOLD TR
+$4.8M
210,462
+24%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$4.7M
526,551
+53%
增持
SPYG
SPDR SERIES TRUST
+$4.7M
387,571
+3%
增持
WMT
WALMART INC
+$4.7M
431,980
+6%
增持
DYNF
BLACKROCK ETF TRUST
+$4.7M
323,155
+22%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$4.7M
860,827
+1%
增持
ISRG
INTUITIVE SURGICAL INC
-$4.5M
49,794
+1%
减持
GDX
VANECK ETF TRUST
+$4.5M
308,463
-16%
增持
FIW
FIRST TR EXCHANGE-TRADED FD
+$4.4M
128,112
+39%
增持
JNJ
JOHNSON & JOHNSON
+$4.4M
120,328
+2%
减持
IVV
ISHARES TR
-$4.4M
104,718
-13%
减持
MOAT
VANECK ETF TRUST
-$4.3M
186,603
-23%
增持
IVW
ISHARES TR
+$4.2M
243,393
+6%
增持
RECS
COLUMBIA ETF TR I
+$4.1M
321,184
+33%
增持
MS
MORGAN STANLEY
+$4.0M
154,792
+6%
减持
RTX
RTX CORPORATION
+$4.0M
198,795
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.9M
29,647
+6%
增持
CMG
CHIPOTLE MEXICAN GRILL INC
-$3.8M
240,764
+2%
增持
IEMG
ISHARES INC
+$3.7M
397,426
+6%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$3.7M
172,245
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.6M
1,926,268
+1%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$3.6M
78,671
+13%
建仓
PFRL
PGIM ETF TR
+$3.6M
71,441
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.6M
61,126
+3%
增持
OEF
ISHARES TR
+$3.6M
44,498
+20%
减持
ORCL
ORACLE CORP
+$3.6M
88,055
-9%
增持
FLCB
FRANKLIN TEMPLETON ETF TR
+$3.4M
187,822
+478%
增持
MRK
MERCK & CO INC
+$3.3M
258,997
+11%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$3.3M
573,309
-21%
增持
DGRW
WISDOMTREE TR
+$3.3M
397,531
+4%
减持
ZTS
ZOETIS INC
-$3.3M
62,103
-22%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.3M
321,820
+12%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.2M
400,266
-25%
清仓
—
HESS CORP
-$3.2M
0
-100%
增持
QUAL
ISHARES TR
+$3.1M
132,628
+7%
增持
VGT
VANGUARD WORLD FD
+$3.1M
30,360
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$3.1M
67,014
-50%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
74,426
+6%
减持
COWZ
PACER FDS TR
-$3.1M
500,251
-13%
增持
CEG
CONSTELLATION ENERGY CORP
+$3.1M
15,700
+141%
减持
ABT
ABBOTT LABS
-$3.0M
103,290
-17%
增持
GD
GENERAL DYNAMICS CORP
+$3.0M
55,291
+2%
增持
META
META PLATFORMS INC
+$3.0M
121,135
+4%
增持
TLT
ISHARES TR
+$2.9M
250,852
+14%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$2.9M
63,583
+60%
增持
BINC
BLACKROCK ETF TRUST II
+$2.9M
178,413
+43%
清仓
BUXX
EA SERIES TRUST
-$2.9M
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$2.9M
68,666
+2%
增持
NEE
NEXTERA ENERGY INC
+$2.8M
286,237
+6%
减持
CRM
SALESFORCE INC
-$2.8M
75,508
-0%
增持
INTC
INTEL CORP
+$2.8M
180,661
+23%
增持
AZO
AUTOZONE INC
+$2.7M
2,929
+11%
增持
TCAF
T ROWE PRICE ETF INC
+$2.7M
87,424
+441%
增持
MCD
MCDONALDS CORP
+$2.7M
66,379
+11%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$2.6M
11,847
-73%
增持
PEP
PEPSICO INC
+$2.6M
145,563
+8%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.6M
183,432
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$2.6M
47,406
+4%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$2.6M
38,248
+5%
减持
IWF
ISHARES TR
+$2.6M
96,582
-4%
增持
—
EXXON MOBIL CORP
+$2.5M
275,566
+4%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.5M
272,890
+1%
增持
GE
GE AEROSPACE
+$2.4M
37,203
+9%
增持
GRNY
TIDAL TRUST I
+$2.4M
387,809
+21%
增持
UNH
UNITEDHEALTH GROUP INC
+$2.4M
35,059
+12%
增持
AMD
ADVANCED MICRO DEVICES INC
+$2.4M
94,182
+4%
增持
TBIL
RBB FD INC
+$2.3M
277,723
+20%
增持
THRO
BLACKROCK ETF TRUST
+$2.3M
176,282
+44%
增持
OKLO
OKLO INC
+$2.3M
30,455
+59%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.3M
27,046
-5%
增持
V
VISA INC
-$2.3M
188,796
+0%
减持
PGR
PROGRESSIVE CORP
-$2.3M
15,667
-32%
增持
—
ACCENTURE PLC IRELAND
-$2.2M
44,878
+1%
增持
TLH
ISHARES TR
+$2.2M
29,732
+259%
减持
FBCG
FIDELITY COVINGTON TRUST
-$2.2M
124,239
-32%
减持
APD
AIR PRODS & CHEMS INC
-$2.2M
16,626
-30%
减持
TXN
TEXAS INSTRS INC
-$2.2M
60,559
-5%
增持
PWR
QUANTA SVCS INC
+$2.2M
12,907
+53%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$2.1M
34,555
+108%
增持
CTAS
CINTAS CORP
+$2.1M
28,503
+70%
增持
COR
CENCORA INC
+$2.1M
16,756
+59%
减持
GLW
CORNING INC
+$2.1M
72,435
-2%
建仓
BAI
BLACKROCK ETF TRUST
+$2.1M
60,084
减持
AXON
AXON ENTERPRISE INC
-$2.0M
15,565
-2%
增持
IBHF
ISHARES TR
+$2.0M
228,679
+58%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.0M
132,545
+19%
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.0M
498,337
+8%
增持
PSX
PHILLIPS 66
+$1.9M
107,788
+1%
增持
VXUS
VANGUARD STAR FDS
+$1.9M
180,654
+10%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.9M
66,721
+13%
增持
CVS
CVS HEALTH CORP
+$1.9M
61,910
+54%
增持
LRCX
LAM RESEARCH CORP
+$1.9M
32,729
+28%
增持
GEV
GE VERNOVA INC
+$1.9M
10,312
+22%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$1.9M
34,841
增持
MO
ALTRIA GROUP INC
+$1.9M
173,562
+6%
增持
PFE
PFIZER INC
+$1.8M
360,578
+19%
增持
AGOX
STARBOARD INVT TR
+$1.8M
923,184
+3%
增持
IWD
ISHARES TR
+$1.8M
166,559
+1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$1.8M
220,146
+11%
减持
ES
EVERSOURCE ENERGY
-$1.8M
30,296
-51%
减持
PYPL
PAYPAL HLDGS INC
-$1.8M
52,108
-26%
减持
CAT
CATERPILLAR INC
+$1.7M
43,229
-11%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$1.7M
77,459
-3%
清仓
—
NEXTERA ENERGY INC
-$1.7M
0
-100%
减持
—
ASML HOLDING N V
+$1.7M
12,051
-3%
增持
INTU
INTUIT
+$1.7M
9,937
+54%
减持
TGT
TARGET CORP
-$1.7M
44,809
-23%
增持
AGGY
WISDOMTREE TR
+$1.7M
203,858
+21%
减持
SHV
ISHARES TR
-$1.6M
48,683
-23%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$1.6M
68,310
+8%
增持
IVE
ISHARES TR
+$1.6M
78,580
+5%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$1.6M
73,184
-4%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.6M
21,843
+7%
建仓
SON
SONOCO PRODS CO
+$1.6M
36,734
建仓
PSKY
PARAMOUNT SKYDANCE CORP
+$1.6M
83,277
