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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 11
增持 72
减持 63
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$32.9M
387,641
+6%
减持
NVDA
NVIDIA CORPORATION
-$30.5M
1,481,992
-4%
减持
META
META PLATFORMS INC
-$20.4M
119,715
-11%
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
AMZN
AMAZON COM INC
-$19.4M
775,545
-1%
增持
CVX
CHEVRON CORP NEW
+$15.9M
222,204
+12%
增持
COST
COSTCO WHOLESALE CORPORATION
+$15.0M
79,754
+7%
增持
AAPL
APPLE INC
-$14.6M
1,062,035
+2%
减持
TSLA
TESLA INC
-$14.0M
177,956
-0%
减持
GOOGL
ALPHABET INC
-$12.8M
435,688
-1%
减持
—
EXXON MOBIL CORP
+$12.0M
274,673
-4%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$11.5M
357,641
-0%
建仓
DDLS
WISDOMTREE TR
+$9.5M
217,816
减持
BIL
SPDR SERIES TRUST
-$8.8M
90,008
-52%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$8.7M
549,764
+348%
减持
TBIL
RBB FD INC
-$8.2M
103,921
-61%
增持
V
VISA INC
-$7.9M
198,162
+3%
增持
VUG
VANGUARD INDEX FDS
-$7.1M
169,980
+2%
减持
GOOG
LPHABET INC
-$7.1M
233,880
-1%
增持
IWD
ISHARES TR
+$7.1M
219,860
+16%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$7.0M
236,763
+61%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$6.9M
174,339
-3%
减持
IWY
ISHARES TR
-$6.7M
156,757
-5%
增持
PSX
PHILLIPS 66
+$6.4M
118,118
+1%
建仓
CORO
BLACKROCK ETF TRUST
+$6.3M
194,949
增持
VTV
VANGUARD INDEX FDS
+$6.0M
422,508
+5%
增持
QCOM
QUALCOMM INC
-$6.0M
142,075
+0%
增持
PVAL
PUTNAM ETF TRUST
+$5.9M
294,122
+74%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$5.9M
51,123
-7%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$5.8M
10,652
-94%
减持
IUSV
ISHARES TR
-$5.7M
286,084
-16%
增持
FIDU
FIDELITY COVINGTON TRUST
+$5.5M
95,802
+184%
增持
LLY
ELI LILLY & CO
-$5.4M
54,306
+5%
增持
CRM
SALESFORCE INC
-$5.4M
70,011
+0%
建仓
FLUD
FRANKLIN TEMPLETON ETF TR
+$5.4M
215,169
增持
JNJ
JOHNSON & JOHNSON
+$5.3M
123,487
+3%
增持
SGOV
ISHARES TR
+$5.2M
199,325
+35%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$5.2M
72,982
+14%
减持
SHV
ISHARES TR
-$5.1M
2,467
-95%
增持
ISRG
INTUITIVE SURGICAL INC
-$5.1M
51,002
+1%
增持
IVV
ISHARES TR
+$4.9M
118,547
+12%
增持
IEFA
ISHARES TR
+$4.8M
444,614
+12%
增持
DFAS
DIMENSIONAL ETF TRUST
+$4.8M
80,548
+477%
减持
LMT
LOCKHEED MARTIN CORP
+$4.7M
46,016
-4%
增持
GEV
GE VERNOVA INC
+$4.7M
17,827
+7%
增持
SPY
TATE STR SPDR S&P 500 ETF T
+$4.6M
125,932
+11%
减持
AGOX
STARBOARD INVT TR
-$4.4M
906,748
-9%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$4.4M
85,226
+1589%
增持
FENI
FIDELITY COVINGTON TRUST
+$4.3M
126,778
+1102%
增持
MRK
MERCK & CO INC
+$4.3M
260,145
+1%
增持
SPYV
SPDR SERIES TRUST
+$4.3M
383,900
+25%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$4.2M
408,830
-26%
增持
KO
COCA COLA CO
+$4.1M
247,905
+18%
减持
MU
MICRON TECHNOLOGY INC
+$4.0M
91,948
-3%
减持
WMT
WALMART INC
+$4.0M
426,647
-3%
减持
CAT
CATERPILLAR INC
+$4.0M
39,023
-6%
增持
AMGN
AMGEN INC
+$3.9M
79,323
+8%
建仓
TAFI
AB ACTIVE ETFS INC
+$3.9M
156,000
增持
NEE
NEXTERA ENERGY INC
+$3.9M
286,459
+1%
增持
BOXX
EA SERIES TRUST
+$3.8M
65,380
+99%
减持
OEF
ISHARES TR
-$3.7M
55,935
-11%
减持
GLW
CORNING INC
+$3.6M
81,133
-4%
建仓
ILDR
FIRST TR EXCHNG TRADED FD VI
+$3.5M
119,160
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$3.5M
85,914
+5%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.5M
136,405
-33%
建仓
—
ASTRAZENECA PLC
+$3.5M
17,524
减持
CNQ
CANADIAN NAT RES LTD
+$3.4M
257,954
-4%
减持
SPGI
S&P GLOBAL INC
-$3.3M
22,912
-9%
增持
VLUE
ISHARES TR
+$3.3M
25,991
+878%
增持
ORCL
ORACLE CORP
-$3.3M
100,579
+8%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$3.2M
600,970
+39%
减持
VZ
VERIZON COMMUNICATIONS INC
+$3.2M
343,088
-0%
增持
AVGO
BROADCOM INC
-$3.2M
231,330
+7%
减持
APO
APOLLO GLOBAL MGMT INC
-$3.2M
3,169
-87%
增持
CAIE
CALAMOS ETF TR
+$3.1M
247,817
+112%
减持
APP
APPLOVIN CORP
-$3.1M
7,511
-17%
减持
GLD
SPDR GOLD TR
+$3.1M
106,716
-1%
增持
GRNJ
TIDAL TRUST III
+$3.0M
456,886
+39%
增持
—
ACCENTURE PLC IRELAND
-$3.0M
43,880
+0%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$3.0M
92,534
+25%
增持
SCHW
SCHWAB CHARLES CORP
+$3.0M
41,906
+341%
增持
ANGL
VANECK ETF TRUST
+$3.0M
325,035
+50%
减持
BKNG
BOOKING HOLDINGS INC
-$3.0M
2,468
-1%
减持
AXON
AXON ENTERPRISE INC
-$3.0M
15,788
-7%
减持
—
ASML HLDG NV
+$2.9M
11,728
-0%
减持
VTI
VANGUARD INDEX FDS
-$2.9M
71,128
-7%
增持
MO
ALTRIA GROUP INC
+$2.9M
189,087
+14%
增持
QQQ
INVESCO QQQ TR
-$2.9M
179,861
+4%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$2.9M
399,715
+4%
减持
MGK
VANGUARD WORLD FD
-$2.9M
20,565
-18%
减持
HDB
HDFC BANK LTD
-$2.9M
169,711
-12%
减持
MS
MORGAN STANLEY
-$2.8M
151,390
-3%
增持
RTX
RTX CORPORATION
+$2.7M
208,954
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$2.7M
935,616
+6%
清仓
—
ASTRAZENECA PLC
-$2.6M
0
-100%
增持
FYEE
FIDELITY GREENWOOD STREET TR
+$2.6M
137,079
+262%
减持
AMT
AMERICAN TOWER CORP
-$2.6M
20,431
-41%
增持
PEP
PEPSICO INC
+$2.6M
151,617
+4%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$2.5M
23,157
-2%
清仓
—
TOTALENERGIES SE
-$2.5M
0
-100%
增持
BX
BLACKSTONE INC
-$2.5M
66,525
+1%
减持
MOAT
VANECK ETF TRUST
-$2.5M
141,280
-9%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$2.5M
119,481
+79%
增持
EFA
ISHARES TR
+$2.5M
87,479
+39%
减持
WFC
WELLS FARGO CO NEW
-$2.4M
126,041
-6%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$2.4M
57,534
-31%
增持
IJH
ISHARES TR
+$2.4M
408,472
+7%
增持
VLO
VALERO ENERGY CORP
+$2.4M
24,798
+8%
增持
XLE
SELECT SECTOR SPDR TR
+$2.4M
111,078
+12%
增持
INTU
INTUIT
-$2.4M
13,103
+8%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.4M
274,923
+0%
减持
ITOT
ISHARES TR
-$2.3M
78,834
-14%
增持
—
ATON CORP PLC
+$2.3M
52,345
+2%
减持
MA
MASTERCARD INCORPORATED
-$2.3M
30,687
-1%
减持
PG
PROCTER AND GAMBLE CO
-$2.3M
150,097
-10%
增持
AMAT
APPLIED MATLS INC
+$2.2M
26,152
+0%
建仓
DTH
ISDOMTREE TR
+$2.2M
41,562
增持
NOC
NORTHROP GRUMMAN CORP
+$2.2M
10,967
+19%
减持
FTA
FIRST TR EXCHANGE-TRADED ALP
-$2.2M
15,206
-64%
减持
QUAL
ISHARES TR
-$2.2M
100,418
-7%
建仓
DOL
WISDOMTREE TR
+$2.2M
32,490
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$2.2M
218,213
-2%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.2M
137,612
-21%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.2M
380,678
+11%
减持
COWZ
PACER FDS TR
-$2.2M
449,759
-11%
减持
BLK
BLACKROCK INC
-$2.2M
10,532
-8%
建仓
PIZ
NVESCO EXCH TRADED FD TR II
+$2.2M
43,486
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.1M
30,774
-11%
减持
SHOP
SHOPIFY INC
-$2.1M
48,568
-0%
增持
BAC
BANK AMERICA CORP
-$2.1M
378,388
+1%
减持
TDIV
FIRST TR EXCHANGE TRADED FD
-$2.1M
8,706
-71%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$2.1M
22,874
+108%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$2.1M
473,147
-0%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$2.0M
311,045
-14%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
570,327
+3%
增持
TXN
TEXAS INSTRS INC
+$2.0M
62,339
+7%
减持
ADI
ANALOG DEVICES INC
+$2.0M
43,393
-0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$2.0M
100,203
-3%
建仓
BGIG
ETF SER SOLUTIONS
+$2.0M
58,738
建仓
FDT
FIRST TR EXCH TRD ALPHDX FD
+$1.9M
22,363
清仓
KXI
ISHARES TR
-$1.9M
0
-100%
减持
IOO
ISHARES TR
-$1.9M
50,590
-20%
增持
MPC
MARATHON PETE CORP
+$1.9M
22,591
+2%
减持
CEG
CONSTELLATION ENERGY CORP
-$1.9M
19,867
-6%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$1.9M
802,977
+12%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.9M
16,069
+42%
增持
PANW
PALO ALTO NETWORKS INC
-$1.9M
91,496
+2%
清仓
—
UNILEVER PLC
-$1.9M
0
-100%
减持
IPKW
INVESCO EXCH TRADED FD TR II
-$1.8M
20,734
-62%
增持
—
LINDE PLC
+$1.8M
23,124
+2%
减持
USFR
WISDOMTREE TR
-$1.8M
810,901
-4%
