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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 6
增持 100
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$33.0M
441,100
+2%
增持
AAPL
APPLE INC
+$19.5M
1,045,128
+1%
减持
LLY
ELI LILLY & CO
+$16.0M
51,525
-0%
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
GOOG
ALPHABET INC
+$15.8M
236,514
-1%
增持
MU
MICRON TECHNOLOGY INC
+$12.2M
94,775
+7%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$11.2M
0
-100%
建仓
GRNJ
TIDAL TRUST III
+$8.4M
328,566
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$8.2M
71,284
-52%
增持
NVDA
NVIDIA CORPORATION
+$6.8M
1,549,252
+2%
增持
ORCL
ORACLE CORP
-$6.7M
92,814
+5%
增持
OEF
ISHARES TR
+$6.7M
62,574
+41%
增持
AMD
ADVANCED MICRO DEVICES INC
+$6.4M
100,868
+7%
增持
DYNF
BLACKROCK ETF TRUST
+$6.4M
419,077
+30%
增持
ISRG
INTUITIVE SURGICAL INC
+$6.3M
50,439
+1%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$6.0M
41,393
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.0M
473,869
+38%
增持
IWD
ISHARES TR
+$6.0M
189,623
+14%
增持
HD
HOME DEPOT INC
-$6.0M
116,471
+3%
减持
UBER
UBER TECHNOLOGIES INC
-$5.8M
158,390
-17%
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$5.5M
99,385
减持
VGT
VANGUARD WORLD FD
-$5.5M
22,773
-25%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$5.4M
737,930
+16%
减持
MRK
MERCK & CO INC
+$5.3M
256,402
-1%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$5.2M
358,897
-5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.2M
612,692
+23%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.1M
32,708
+10%
增持
NFLX
NETFLIX INC
-$4.9M
313,559
+997%
减持
QQQ
INVESCO QQQ TR
-$4.8M
173,652
-6%
增持
AVGO
BROADCOM INC
+$4.8M
216,202
+2%
增持
GEV
GE VERNOVA INC
+$4.6M
16,681
+62%
增持
WMT
WALMART INC
+$4.5M
439,946
+2%
增持
AMGN
AMGEN INC
+$4.5M
73,260
+6%
增持
MSFT
MICROSOFT CORP
-$4.5M
364,798
+4%
增持
VTV
VANGUARD INDEX FDS
+$4.3M
402,563
+3%
增持
RTX
RTX CORPORATION
+$4.3M
205,010
+3%
减持
QUAL
ISHARES TR
-$4.3M
108,164
-18%
减持
ZTS
ZOETIS INC
-$4.2M
38,675
-38%
增持
IVE
ISHARES TR
+$4.2M
96,200
+22%
增持
SGOV
ISHARES TR
+$4.1M
148,046
+39%
增持
IWF
ISHARES TR
+$4.1M
104,269
+8%
增持
DGRO
ISHARES TR
+$4.0M
214,989
+34%
增持
XLK
SELECT SECTOR SPDR TR
+$4.0M
86,151
+189%
减持
COIN
COINBASE GLOBAL INC
-$3.8M
22,661
-14%
减持
AMZN
AMAZON COM INC
+$3.8M
783,692
-3%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$3.6M
556,321
+29%
增持
BAI
BLACKROCK ETF TRUST
+$3.5M
168,146
+180%
增持
—
EXXON MOBIL CORP
+$3.5M
287,184
+4%
增持
MSTR
STRATEGY INC
-$3.4M
21,481
+3%
增持
V
VISA INC
+$3.3M
193,237
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$3.3M
881,129
+2%
减持
GLD
SPDR GOLD TR
+$3.2M
108,066
-3%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
166,796
+2%
清仓
—
ISHARES TR
-$3.2M
0
-100%
增持
QQQI
NEOS ETF TRUST
+$3.2M
66,100
+780%
增持
PH
PARKER-HANNIFIN CORP
+$3.1M
17,325
+9%
增持
MS
MORGAN STANLEY
+$3.1M
155,920
+1%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$3.1M
1,968,773
+2%
减持
CAT
CATERPILLAR INC
+$3.0M
41,320
-4%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$3.0M
376,414
+19%
增持
JPM
JPMORGAN CHASE & CO.
+$2.9M
315,624
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.9M
27,859
-21%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.8M
552,635
+4%
增持
SLV
ISHARES SILVER TR
+$2.8M
91,098
+25%
增持
TLT
ISHARES TR
+$2.8M
288,894
+15%
减持
TDVG
T ROWE PRICE ETF INC
-$2.7M
16,077
-79%
增持
—
EATON CORP PLC
-$2.7M
51,426
+1%
减持
AZO
AUTOZONE INC
-$2.7M
2,913
-1%
清仓
—
SEA LTD
-$2.7M
0
-100%
增持
GOVT
ISHARES TR
+$2.6M
203,822
+127%
增持
PVAL
PUTNAM ETF TRUST
+$2.6M
168,912
+41%
减持
JNJ
JOHNSON & JOHNSON
+$2.6M
120,190
-0%
增持
RECS
COLUMBIA ETF TR I
+$2.5M
378,698
+18%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.5M
82,173
+6%
清仓
—
CHEESECAKE FACTORY INC
-$2.5M
0
-100%
增持
IVV
ISHARES TR
+$2.4M
105,833
+1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.4M
64,055
+5%
增持
MFSI
MFS ACTIVE EXCHANGE TRADED F
+$2.4M
1,005,457
+5%
减持
MOAT
VANECK ETF TRUST
-$2.4M
155,865
-16%
增持
IEFA
ISHARES TR
+$2.3M
396,467
+5%
建仓
NEAR
ISHARES U S ETF TR
+$2.3M
45,873
增持
CAIE
CALAMOS ETF TR
+$2.3M
117,142
+296%
增持
BMNR
BITMINE IMMERSION TECNOLOGIE
-$2.3M
116,908
+11%
增持
CEG
CONSTELLATION ENERGY CORP
+$2.3M
21,092
+34%
增持
SPYG
SPDR SERIES TRUST
+$2.3M
400,791
+3%
增持
SHLD
GLOBAL X FDS
+$2.2M
61,887
+139%
清仓
—
ISHARES TR
-$2.2M
0
-100%
增持
APP
APPLOVIN CORP
+$2.2M
9,024
+66%
增持
COR
CENCORA INC
+$2.1M
21,843
+30%
增持
FFLC
FIDELITY COVINGTON TRUST
+$2.1M
127,752
+42%
增持
KO
COCA COLA CO
+$2.1M
210,412
+11%
增持
MTUM
ISHARES TR
+$2.1M
36,153
+33%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$2.0M
31,251
增持
CNQ
CANADIAN NAT RES LTD
+$2.0M
269,948
+21%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.0M
55,265
-3%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$1.9M
202,655
-16%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$1.9M
29,713
+210%
增持
EFV
ISHARES TR
+$1.9M
299,946
+4%
增持
SPY
SPDR S&P 500 ETF TR
+$1.9M
113,418
+0%
增持
BOXX
EA SERIES TRUST
+$1.9M
32,797
+98%
减持
CSCO
CISCO SYS INC
+$1.9M
343,824
-4%
减持
MO
ALTRIA GROUP INC
-$1.9M
166,309
-4%
增持
AMAT
APPLIED MATLS INC
+$1.8M
26,032
+9%
减持
ORLY
OREILLY AUTOMOTIVE INC
-$1.8M
60,851
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
15,339
+5%
增持
PSFF
PACER FDS TR
+$1.8M
300,320
+20%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$1.8M
179,906
-2%
增持
AXP
AMERICAN EXPRESS CO
+$1.8M
43,529
+1%
减持
APD
AIR PRODS & CHEMS INC
-$1.7M
11,290
-32%
减持
IOO
ISHARES TR
-$1.7M
63,545
-22%
减持
ANET
ARISTA NETWORKS INC
-$1.7M
105,033
-1%
减持
IAU
ISHARES GOLD TR
+$1.7M
209,594
-0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$1.7M
103,592
+8%
增持
DHR
DANAHER CORPORATION
+$1.7M
20,654
+34%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
83,370
+6%
减持
GPC
GENUINE PARTS CO
-$1.6M
18,422
-34%
增持
ITOT
ISHARES TR
+$1.6M
91,309
+11%
增持
DECK
DECKERS OUTDOOR CORP
+$1.6M
38,567
+64%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.6M
44,230
+85%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.6M
83,054
+124%
增持
DGRW
WISDOMTREE TR
+$1.6M
413,371
+4%
增持
IWB
ISHARES TR
+$1.6M
7,904
+108%
增持
COWZ
PACER FDS TR
+$1.6M
503,696
+1%
增持
SMH
VANECK ETF TRUST
+$1.6M
23,622
+11%
增持
CAH
CARDINAL HEALTH INC
+$1.5M
24,893
+10%
减持
GDX
VANECK ETF TRUST
+$1.5M
292,735
-5%
增持
ALLY
ALLY FINL INC
+$1.5M
226,386
+1%
增持
AXON
AXON ENTERPRISE INC
-$1.5M
17,027
+9%
增持
IVW
ISHARES TR
+$1.5M
250,540
+3%
增持
—
TOTALENERGIES SE
+$1.5M
38,205
+128%
增持
—
JOHNSON CTLS INTL PLC
+$1.5M
77,439
+9%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
657,514
+4%
增持
WFC
WELLS FARGO CO NEW
+$1.5M
133,835
+2%
增持
GLW
CORNING INC
+$1.5M
84,718
+17%
减持
VOO
VANGUARD INDEX FDS
+$1.5M
103,022
-0%
增持
NOW
SERVICENOW INC
-$1.5M
21,587
+316%
建仓
PLTM
GRANITESHARES PLATINUM TR
+$1.5M
74,491
减持
BABA
ALIBABA GROUP HLDG LTD
-$1.5M
16,626
-24%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.4M
4,581
-22%
减持
VST
VISTRA CORP
-$1.4M
9,571
-37%
减持
SMCI
SUPER MICRO COMPUTER INC
-$1.4M
30,074
-37%
减持
CMCSA
COMCAST CORP NEW
-$1.4M
63,258
-40%
增持
IJH
ISHARES TR
+$1.4M
381,272
+5%
清仓
—
ISHARES TR
-$1.4M
0
-100%
增持
SPGI
S&P GLOBAL INC
+$1.4M
25,048
+4%
增持
BAC
BANK AMERICA CORP
+$1.4M
373,151
+1%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$1.4M
173,715
+6%
增持
BNY
BANK NEW YORK MELLON CORP
+$1.4M
74,549
+12%
增持
IJS
ISHARES TR
+$1.4M
169,657
+5%
增持
IWX
ISHARES TR
+$1.4M
181,839
+4%
减持
OKLO
OKLO INC
-$1.4M
28,549
-6%
