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Kovack Advisors, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kovack Advisors, Inc.
报告期 2026-03-31 · CIK 0001728321
持仓数
1,011
前50大市值合计
$857.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 20
增持 68
减持 47
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$57.1M
138,794
+560%
减持
SPY
SPDR S&P 500 ETF
-$22.6M
46,119
-56%
增持
AAPL
APPLE ORD
+$9.7M
263,828
+1%
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
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$8.4M
41,004
+84%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$7.6M
400,757
+37%
增持
NVDA
NVIDIA ORD
+$4.6M
50,581
+2%
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$4.2M
129,863
+54%
增持
MSFT
MICROSOFT ORD
+$4.1M
70,316
+1%
建仓
XSD
SPDR S&P SEMICONDUCTOR ETF
+$3.8M
15,718
减持
RSPS
INVSC SP 500 EQL WGHT CNSMR STPL ETF
-$3.6M
1,994
-92%
清仓
—
GLOBAL X CLEANTECH ETF
-$3.6M
0
-100%
清仓
CNRG
SPDR S&P KENSHO CLEAN POWER ETF
-$3.6M
0
-100%
建仓
REZ
ISHS RESI AND MULTI REAL ESTATE ETF
+$3.4M
34,846
增持
RDVY
FT RISING DIVIDEND ACHIEVERS ETF
+$3.3M
70,712
+720%
增持
TSLA
TESLA ORD
+$3.2M
10,271
+4%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVRG ETF
-$2.6M
2,541
-76%
清仓
—
ZIX ORD
-$2.5M
0
-100%
增持
VTIP
VANGUARD SHRT INF PROT SEC INDEX ETF
+$2.4M
93,922
+107%
增持
DSI
ISHARES MSCI KLD 400 SOCIAL INDX ETF
+$2.4M
38,170
+168%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$2.2M
6,665
-75%
减持
ARKK
ARK INNOVATION ETF
-$2.2M
15,766
-53%
减持
MRNA
MODERNA ORD
-$2.2M
6,839
-33%
减持
VOX
VANGUARD COMMUNICATION SERVICES ETF
-$2.0M
3,121
-82%
增持
ARKW
ARK NEXT GENERATION INTERNET ETF
+$2.0M
21,165
+474%
减持
IJH
ISHARES CORE S&P MID CAP ETF
-$1.8M
1,283
-85%
增持
QCOM
QUALCOMM ORD
+$1.7M
20,254
+30%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.6M
11,945
-57%
增持
FVD
FIRST TRUST VALUE DIVIDEND INDEX ETF
+$1.6M
117,245
+32%
清仓
—
FIREEYE ORD
-$1.4M
0
-100%
减持
FDN
FIRST TRUST INTERNET INDEX CF ETF
-$1.4M
10,919
-33%
增持
MTUM
ISHARES MSCI USA MOMNTUM FCT ETF
+$1.4M
11,357
+181%
减持
PFE
PFIZER ORD
+$1.3M
115,352
-10%
增持
IYH
ISHARES US HEALTHCARE ETF
+$1.3M
6,644
+148%
增持
—
CALAMP ORD
+$1.2M
326,050
+200%
增持
FBT
FIRST TRUST NYSE ARCA BIOTECH ID ETF
+$1.2M
9,290
+422%
增持
AMD
ADVANCED MICRO DEVICES ORD
+$1.2M
23,624
+10%
建仓
XT
ISHARES EXPONENTIAL TECHNOLOGIES ETF
+$1.2M
18,009
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$1.2M
26,512
-28%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$1.2M
10,210
+4%
减持
SQ
BLOCK CL A ORD
-$1.1M
14,015
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$1.1M
16,999
+7%
清仓
SJNK
SPDR BLMBRG BRCLY SHT TRM HGH ETF
-$1.1M
0
-100%
增持
XLK
TECHNOLOGY SELECT SECTOR SPDR ETF
+$1.1M
42,196
+1%
减持
PLAB
PHOTRONICS ORD
+$1.1M
221,300
-3%
增持
MU
MICRON TECHNOLOGY ORD
+$1.1M
16,298
+150%
增持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
+$1.0M
39,544
+6%
清仓
UPST
UPSTART HOLDINGS ORD
-$998.0K
0
-100%
增持
CVX
CHEVRON ORD
+$984.0K
39,701
+10%
减持
ADI
ANALOG DEVICES ORD
-$972.0K
2,165
-73%
减持
NEAR
BLACKROCK SHORT MATURITY BOND ETF
-$969.0K
21,562
-47%
减持
CRM
SALESFORCE.COM ORD
-$947.0K
13,412
-16%
增持
TIP
ISHARES TIPS BOND ETF
+$942.0K
30,124
+30%
增持
—
EXXON MOBIL ORD
+$923.0K
72,421
+21%
减持
HD
HOME DEPOT ORD
+$921.0K
13,566
-5%
减持
ASAN
ASANA CL A ORD
-$919.0K
3,006
-73%
增持
—
LAM RESEARCH ORD
+$907.0K
2,414
+66%
减持
MELI
MERCADOLIBRE ORD
-$907.0K
1,478
-14%
建仓
—
ALTERNATIVE CREDIT INCOME CL I CEF
+$901.0K
81,887
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$876.0K
35,519
+2%
减持
VGIT
VANGUARD INTRMDIAT TRM TRSRY ETF
-$854.0K
43,902
-21%
建仓
CTAS
CINTAS ORD
+$849.0K
1,916
增持
VUG
VANGUARD GROWTH ETF
+$811.0K
14,894
+9%
减持
UNH
UNITEDHEALTH GRP ORD
+$807.0K
7,385
-1%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$802.0K
56,477
+9%
增持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
+$801.0K
22,011
+22%
减持
EXTR
EXTREME NETWORKS ORD
+$799.0K
155,275
-7%
增持
FTGC
FIRST TRUST GBL TTCL COMDTY STRA ETF
+$798.0K
83,021
+79%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$772.0K
44,122
-26%
建仓
FDS
FACTSET RESEARCH SYSTEMS ORD
+$768.0K
1,580
减持
TTD
TRADE DESK CL A ORD
+$753.0K
35,706
-0%
增持
DOCU
DOCUSIGN ORD
-$752.0K
7,303
+1%
减持
ARAY
ACCURAY ORD
+$748.0K
931,950
-0%
增持
GOOGL
ALPHABET CL A ORD
+$746.0K
2,668
+2%
减持
T
AT&T ORD
-$742.0K
144,072
-9%
减持
—
ADTRAN ORD
+$741.0K
187,305
-1%
增持
DAKT
DAKTRONICS ORD
+$732.0K
509,850
+50%
建仓
VRSK
VERISK ANALYTICS ORD
+$712.0K
3,112
增持
—
NEW YORK CITY REIT CL A ORD
+$695.0K
91,987
+165%
减持
PGX
INVSC PREFERRED ETF
-$693.0K
37,919
-55%
增持
GLD
SPDR GOLD SHARES ETF
+$677.0K
23,029
+16%
清仓
—
PIMCO DYNMC CRDT AND MRTG INCM CF
-$677.0K
0
-100%
增持
—
ISHARES III CORE MSCI WORLD UCT ETF
+$669.0K
58,760
+6%
建仓
PDI
PIMCO DYNAMIC INCOME CF
+$653.0K
25,185
减持
CWB
SPDR BLOOMBERG CONVRTBL SECRS ETF
-$649.0K
9,525
-43%
清仓
—
INVSC BULTSH 2021 HG YLD CRP BND ETF
-$643.0K
0
-100%
减持
RWM
PROSHARES SHORT RUSSELL 2000 ETF
-$634.0K
11,450
-72%
减持
PAYC
PAYCOM SOFTWARE ORD
-$633.0K
940
-54%
清仓
—
SEAGEN ORD
-$632.0K
0
-100%
减持
ABBV
ABBVIE ORD
+$631.0K
28,621
-5%
建仓
TER
TERADYNE ORD
+$625.0K
3,822
增持
QUAL
ISHARES MSCI USA QLTY FACT ETF
+$625.0K
11,599
+44%
增持
DDOG
DATADOG CL A ORD
+$610.0K
12,395
+10%
清仓
—
INVSC BULTSH 2022 HG YLD CRP BND ETF
-$609.0K
0
-100%
增持
FIW
FIRST TRUST ISE WATER INDEX ETF
+$607.0K
43,124
+5%
增持
FTSL
FIRST TRUST SENIOR LOAN ETF
+$601.0K
96,349
+15%
增持
USMV
ISHARES MSCI USA MIN VOL FCTR ETF
+$599.0K
42,570
+10%
增持
NOBL
PROSHARES S&P 500 DIV ARISTOCRAT ETF
+$589.0K
44,274
+4%
增持
EGY
VAALCO ENERGY ORD
+$571.0K
584,300
+32%
增持
BRK/B
BERKSHIRE HATHAWAY CL B ORD
+$571.0K
18,935
+2%
清仓
—
SPLUNK ORD
-$558.0K
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE CL A ORD
+$557.0K
5,367
减持
AVGO
BROADCOM ORD
+$553.0K
3,814
-7%
增持
BB
BLACKBERRY ORD
+$549.0K
86,520
+224%
清仓
—
NEVRO ORD
-$547.0K
0
-100%
增持
F
FORD MOTOR ORD
+$539.0K
77,711
+1%
增持
KRE
SPDR S&P REGIONAL BANKING ETF
+$538.0K
10,489
+247%
减持
CRWD
CROWDSTRIKE HOLDINGS CL A ORD
-$534.0K
11,548
-2%
减持
META
META PLATFORMS CL A ORD
-$532.0K
21,517
-6%
减持
COST
COSTCO WHOLESALE ORD
+$512.0K
7,676
-10%
建仓
EUFN
ISHARES MSCI EUROPE FINANCIALS ETF
+$501.0K
25,000
增持
—
PROSHARES SHORT S&P 500 ETF
+$499.0K
199,057
+37%
减持
—
COUPA SOFTWARE ORD
-$498.0K
2,519
-38%
减持
FPX
FIRST TRUST US EQUITY OPRTNT ETF
-$497.0K
18,358
-18%
增持
—
PREFERRED APARTMENT COMM REIT ORD
+$496.0K
82,061
+2%
清仓
—
INVSC BULLETSHARES 2021 CRP BND ETF
-$494.0K
0
-100%
清仓
—
INVSC BULLETSHARES 2022 CRP BND ETF
-$493.0K
0
-100%
增持
WDC
WESTERN DIGITAL ORD
+$493.0K
15,030
+74%
减持
LMT
LOCKHEED MARTIN ORD
-$492.0K
3,487
-30%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$482.0K
23,459
+13%
建仓
WMB
WILLIAMS ORD
+$480.0K
18,438
增持
CVS
CVS HEALTH ORD
+$479.0K
11,182
+41%
减持
TWLO
TWILIO CL A ORD
-$477.0K
6,393
-6%
增持
SCHG
SCHWAB US LARGE CAP GROWTH ETF
+$477.0K
6,416
+65%
增持
XLE
ENERGY SELECT SECTOR SPDR ETF
+$475.0K
47,700
+14%
增持
PANW
PALO ALTO NETWORKS ORD
+$474.0K
5,887
+1%
建仓
FNOV
FT CBOE VEST US EQUITY BUFF ETF
+$471.0K
12,095
增持
PG
PROCTER & GAMBLE ORD
+$463.0K
19,098
+0%
建仓
VRTX
VERTEX PHARMACEUTICALS ORD
+$462.0K
2,105
建仓
DVN
DEVON ENERGY ORD
+$462.0K
10,497
减持
—
BLACKROCK SHORT OBLIGATIONS CL INSTL
-$460.0K
266,421
-15%
增持
VSH
VISHAY INTERTECH ORD
+$460.0K
85,801
+22%
增持
BX
BLACKSTONE ORD
+$459.0K
32,984
+1%
增持
ZTS
ZOETIS CL A ORD
+$454.0K
6,140
+14%
增持
VNQ
VANGUARD REAL ESTATE ETF
+$453.0K
10,881
+37%
建仓
WMS
ADVANCED DRAINAGE SYSTEMS ORD
+$450.0K
3,303
建仓
DZSIQ
DZS ORD
+$448.0K
27,600
减持
IDRV
ISHARES SELF DRIVING EV AND TECH ETF
-$442.0K
5,643
-64%
建仓
DDIV
FT DORSEY WRIGHT MOMNT AND DIVID ETF
+$439.0K
12,976
建仓
MYY
PROSHARES SHORT MIDCAP 400 ETF
+$439.0K
19,400
增持
FDX
FEDEX ORD
+$439.0K
4,657
+33%
减持
AMZN
AMAZON.COM JAN 21, 2022 PUT 3240
+$437.0K
10,158
-0%
减持
BA
BOEING ORD
-$426.0K
9,650
-10%
增持
MRVL
MARVELL TECHNOLOGY ORD
+$426.0K
9,436
+42%
减持
HON
HONEYWELL INTERNATIONAL ORD
-$421.0K
9,395
-16%
减持
AMAT
APPLIED MATERIAL ORD
+$417.0K
16,196
-2%
清仓
PKG
PACKAGING CORP OF AMERICA ORD
-$416.0K
0
-100%
增持
PKW
INVSC BUYBACK ACHIEVERS ETF
+$415.0K
13,895
+35%
增持
PEP
PEPSICO ORD
+$407.0K
15,055
+3%
增持
JAKK
JAKKS PACIFIC ORD
+$407.0K
95,380
+102%
建仓
BLDR
BUILDERS FIRSTSOURCE ORD
+$406.0K
4,736
