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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 32
增持 41
减持 39
清仓 38
方向
标的
Δ市值
现股数(环比)
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
16,985
增持
QQQ
INVESCO QQQ TR
+$5.2M
75,680
+6%
减持
AAPL
APPLE INC
+$5.1M
180,292
-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。
清仓
—
ISHARES III CORE MSCI WORLD UCT ETF
-$4.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$3.8M
183,011
+2%
增持
ORCL
ORACLE CORP
+$3.8M
49,415
+418%
减持
DIVO
AMPLIFY ETF TR
-$3.7M
61,329
-63%
减持
IVV
ISHARES TR
+$3.3M
158,726
-2%
增持
MSFT
MICROSOFT CORP
+$3.1M
55,436
+3%
增持
TSLA
TESLA INC
+$2.9M
26,198
+27%
增持
NVDA
NVIDIA CORPORATION
+$2.8M
20,375
+6%
建仓
PULS
PGIM ETF TR
+$2.8M
56,278
增持
BABA
ALIBABA GROUP HLDG LTD
+$2.3M
26,097
+587%
清仓
CCOR
CORE ALTERNATIVE ETF
-$2.2M
0
-100%
建仓
PDEC
INNOVATOR ETFS TR
+$2.1M
65,266
增持
META
META PLATFORMS INC
+$1.6M
17,297
+2%
增持
MO
ALTRIA GROUP INC
+$1.5M
61,850
+131%
减持
DAKT
DAKTRONICS INC
+$1.5M
620,200
-12%
减持
FUMB
FIRST TR EXCH TRADED FD III
-$1.3M
87,500
-42%
增持
CPS
COOPER STD HLDGS INC
+$1.2M
167,490
+29%
增持
PANW
PALO ALTO NETWORKS INC
+$1.2M
18,686
+2%
减持
PFE
PFIZER INC
-$1.1M
93,844
-3%
增持
BB
BLACKBERRY LTD
+$1.1M
434,970
+63%
增持
AMD
ADVANCED MICRO DEVICES INC
+$1.1M
33,126
+0%
减持
RWM
PROSHARES TR
-$1.1M
99,000
-30%
增持
GOOGL
ALPHABET INC
+$1.1M
58,388
+4%
减持
XLE
SELECT SECTOR SPDR TR
-$1.1M
34,963
-23%
减持
ARAY
ACCURAY INC
+$987.3K
1,210,500
-3%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$959.1K
42,190
-50%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$951.9K
26,663
+188%
增持
VOO
VANGUARD INDEX FDS
+$928.6K
17,602
+9%
清仓
—
ETFMG Prime Cyber Security ETF
-$918.0K
0
-100%
清仓
—
APOLLO DIVERSIFIED CREDIT CEF
-$872.6K
0
-100%
清仓
—
ALTERNATIVE CREDIT INCOME CL I CEF
-$870.2K
0
-100%
减持
TLT
ISHARES TR
-$839.0K
15,049
-39%
减持
XLV
SELECT SECTOR SPDR TR
-$824.6K
22,203
-18%
清仓
—
ISHARES EDGE MSCI USA VAL FACTOR ETF
-$795.3K
0
-100%
减持
XLK
SELECT SECTOR SPDR TR
+$794.4K
32,295
-2%
减持
UNH
UNITEDHEALTH GROUP INC
-$789.1K
5,120
-15%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$780.4K
106,632
+22%
减持
BA
BOEING CO
-$779.2K
8,533
-36%
增持
SHOP
SHOPIFY INC
+$776.7K
51,950
+5%
减持
MELI
MERCADOLIBRE INC
+$753.6K
1,646
-2%
增持
VUG
VANGUARD INDEX FDS
+$749.1K
19,866
+1%
增持
IEFA
ISHARES TR
+$725.9K
16,703
+163%
减持
SPY
SPDR S&P 500 ETF TR
+$700.4K
40,543
-2%
建仓
HFXI
INDEXIQ ETF TR
+$696.8K
30,205
减持
VTIP
VANGUARD MALVERN FDS
-$694.7K
61,010
-21%
减持
ARKW
ARK ETF TR
+$669.6K
53,943
-6%
增持
BIL
SPDR SER TR
+$641.4K
11,375
+158%
减持
VSH
VISHAY INTERTECHNOLOGY INC
-$626.4K
34,576
-47%
建仓
—
SPIRIT RLTY CAP INC NEW
+$622.7K
15,630
减持
GOOG
ALPHABET INC
+$621.2K
43,775
-1%
清仓
—
ISHARES IV PLC EDGE MSCI ETF
-$615.4K
0
-100%
增持
—
CALAMP CORP
-$614.9K
969,250
+6%
减持
XLP
SELECT SECTOR SPDR TR
-$609.1K
16,547
-33%
减持
SCHD
SCHWAB STRATEGIC TR
-$600.2K
182,652
-1%
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$597.7K
21,304
-42%
清仓
—
UNILEVER ADR REP 1 ORD
-$567.1K
0
-100%
建仓
NZF
NUVEEN MUNICIPAL CREDIT INC
+$550.1K
46,032
清仓
—
BLACKROCK SHORT OBLIGATIONS CL INSTL
-$542.6K
0
-100%
清仓
BTAL
AGFIQ US MKT NEUTRL ANTI BETA ETF
-$517.7K
0
-100%
清仓
IYK
ISHARES U S CONSUMER STAPLES ETF
-$512.9K
0
-100%
增持
NOW
SERVICENOW INC
+$511.6K
6,521
+1%
减持
VTV
VANGUARD INDEX FDS
-$495.6K
38,139
-7%
建仓
FTXL
FIRST TR EXCHANGE-TRADED FD
+$488.2K
7,533
建仓
CGBD
CARLYLE SECURED LENDING INC
+$477.6K
35,069
清仓
WDC
WESTERN DIGITAL ORD
-$463.0K
0
-100%
清仓
ISTIX
DLWR IVY SC AN TCH CL I
-$460.9K
0
-100%
增持
ABNB
AIRBNB INC
+$447.7K
10,747
+3%
清仓
PXE
INVSC DYNAMC ENRG EXPLRTN PRDCTN ETF
-$429.6K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$425.0K
17,892
-0%
清仓
CLX
CLOROX ORD
-$421.3K
0
-100%
清仓
—
BUSINESS DEVELOPMENT ORD
-$412.0K
0
-100%
减持
PFF
ISHARES TR
-$404.9K
16,401
-45%
增持
IBOC
INTERNATIONAL BANCSHARES COR
-$404.9K
181,614
+2%
清仓
—
DELAWARE IVY HIGH INCOME CL I
-$397.9K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$396.0K
30,044
-12%
减持
SOXX
ISHARES TR
+$392.1K
4,303
-2%
减持
CRM
SALESFORCE INC
+$390.1K
7,869
-12%
建仓
GDX
VANECK ETF TRUST
+$385.0K
11,902
增持
DAIO
DATA I O CORP
+$378.3K
345,701
+2%
建仓
UJUN
INNOVATOR ETFS TR
+$378.2K
13,717
建仓
IEMG
ISHARES INC
+$373.5K
7,655
清仓
GRIFX
APOLLO DIVERSIFIED REAL ESTATE CEF
-$373.4K
0
-100%
清仓
—
ISHRS CORE S&P 500 UCITS USD ETF
-$364.2K
0
-100%
清仓
TRIN
TRINITY CAPITAL ORD
-$355.4K
0
-100%
增持
TPVG
TRIPLEPOINT VENTURE GROWTH B
+$346.1K
48,595
+110%
增持
INTC
INTEL CORP
+$344.4K
44,449
+6%
清仓
—
CARTER VALIDUS MISSIN CRITL CL A ORD
-$344.1K
0
-100%
增持
MGK
VANGUARD WORLD FD
+$340.2K
4,586
+32%
清仓
WES
WESTERN MIDSTREAM PARTNERS COM UNT
-$338.3K
0
-100%
建仓
COHR
COHERENT CORP
+$338.0K
8,875
增持
ARCC
ARES CAPITAL CORP
+$332.6K
34,223
+116%
增持
DIS
DISNEY WALT CO
+$328.0K
19,589
+4%
清仓
FXN
FIRST TRUST ENERGY ALPHADEX ETF
-$321.6K
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$320.6K
7,771
+10%
建仓
STAG
STAG INDL INC
+$316.7K
9,365
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$315.7K
46,335
+99%
减持
NEE
NEXTERA ENERGY INC
-$312.8K
9,836
-23%
建仓
LADR
LADDER CAP CORP
+$309.4K
32,739
建仓
FXD
FIRST TR EXCHANGE TRADED FD
+$308.9K
5,948
减持
KIE
SPDR SER TR
-$307.6K
17,424
-28%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$307.4K
67,882
+7%
清仓
RHHBY
ROCHE HOLDINGS ADR
-$301.7K
0
-100%
清仓
—
GRIFFIN RLTY TRUST OPF
-$294.0K
0
-100%
清仓
DBMF
IMGP DBI MANAGED FUTURES STRTGY ETF
-$293.9K
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$292.9K
4,335
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$287.7K
3,092
建仓
AIO
VIRTUS ARTIFICIAL INTELLIGEN
+$287.1K
16,501
增持
RITM
RITHM CAPITAL CORP
+$280.8K
90,736
+67%
建仓
ALLY
ALLY FINL INC
+$276.5K
10,846
清仓
—
ISHARES ACCUM PTG ETF
-$271.3K
0
-100%
建仓
AI
C3 AI INC
+$270.2K
8,050
增持
ONEQ
FIDELITY COMWLTH TR
+$266.1K
37,651
+0%
减持
FLTR
VANECK ETF TRUST
-$265.3K
137,849
-7%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$262.3K
3,197
清仓
FTXN
FIRST TRUST NASDAQ OIL AND GAS ETF
-$261.6K
0
-100%
减持
HD
HOME DEPOT INC
-$261.2K
9,484
-2%
建仓
XBI
SPDR SER TR
+$260.5K
3,418
建仓
—
NEW YORK CMNTY BANCORP INC
+$259.3K
28,682
建仓
RGR
STURM RUGER & CO INC
+$258.7K
4,504
减持
DGRO
ISHARES TR
-$255.4K
325,268
-2%
清仓
NSC
NORFOLK SOUTHERN ORD
-$253.4K
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$250.2K
2,348
增持
MMM
3M CO
+$249.4K
8,254
+63%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$249.0K
36,832
+10%
建仓
—
FERRARI N V
+$248.3K
917
减持
HON
HONEYWELL INTL INC
-$247.1K
3,229
-20%
清仓
HP
HELMERICH JAN 20, 2023 CALL 40
-$246.9K
0
-100%
清仓
—
SMARTSTOP SELF STORAGE REIT CL A ORD
-$246.8K
0
-100%
建仓
BSM
BLACK STONE MINERALS L P
+$246.6K
15,720
建仓
BND
VANGUARD BD INDEX FDS
+$245.9K
3,331
建仓
KHC
KRAFT HEINZ CO
+$245.7K
6,355
增持
AXON
AXON ENTERPRISE INC
+$243.3K
3,997
+1%
建仓
QDEC
FIRST TR EXCHNG TRADED FD VI
+$239.6K
11,552
清仓
GSSC
GLDMN SCH ACTVBETA US SML CAP EQ ETF
-$234.8K
0
-100%
清仓
KBSR
KBS REAL ESTATE INVT TR III ORD
-$234.7K
0
-100%
清仓
LHX
L3HARRIS TECHNOLOGIES ORD
-$234.5K
0
-100%
增持
FDX
FEDEX CORP
+$234.1K
3,619
+6%
清仓
EOG
EOG RESOURCES ORD
-$233.4K
0
-100%
减持
—
INFINERA CORP
+$232.2K
293,096
-3%
建仓
—
PARAMOUNT GLOBAL
+$231.6K
10,379
清仓
MYY
PROSHARES SHORT MIDCAP 400 ETF
-$231.1K
0
-100%
清仓
ZTS
ZOETIS CL A ORD
-$229.1K
0
-100%
增持
NOK
NOKIA CORP
+$228.9K
319,982
+11%
减持
GOVT
ISHARES TR
-$228.6K
32,536
-25%
清仓
—
ISHARES V PLC EXCHANGE TRADED ETF
-$228.5K
0
-100%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$228.0K
62,402
-10%
建仓
IWD
ISHARES TR
+$227.9K
1,497