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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 14
增持 40
减持 62
清仓 34
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$15.9M
111,172
-17%
减持
NVDA
NVIDIA CORPORATION
-$13.7M
374,616
-7%
建仓
HEFA
ISHARES TR
+$12.3M
339,002
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
AAPL
APPLE INC
-$8.7M
183,740
-7%
减持
AMZN
AMAZON COM INC
-$7.0M
133,522
-10%
减持
TSLA
TESLA INC
-$4.8M
20,210
-19%
减持
AXON
AXON ENTERPRISE INC
-$3.9M
2,513
-71%
增持
SH
PROSHARES TR
+$3.8M
94,521
+776%
减持
MSFT
MICROSOFT CORP
-$3.6M
58,898
-3%
减持
GOOGL
ALPHABET INC
-$3.3M
90,873
-1%
减持
—
EXXON MOBIL CORP
-$3.1M
41,428
-44%
增持
VOO
VANGUARD INDEX FDS
+$2.9M
33,940
+26%
增持
VRT
VERTIV HOLDINGS CO
-$2.5M
61,692
+1%
减持
GOOG
ALPHABET INC
-$2.5M
44,639
-10%
增持
ENB
ENBRIDGE INC
+$2.4M
70,143
+313%
减持
QQQ
INVESCO QQQ TR
-$2.4M
40,180
-3%
减持
MELI
MERCADOLIBRE INC
-$2.4M
666
-69%
建仓
PSQ
PROSHARES TR
+$2.2M
54,782
减持
COP
CONOCOPHILLIPS
-$1.9M
4,213
-82%
增持
SQ
BLOCK INC
+$1.9M
40,528
+1209%
增持
AVGO
BROADCOM INC
-$1.9M
36,160
+5%
减持
VST
VISTRA CORP
-$1.9M
79,785
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
25,018
-1%
减持
VTI
VANGUARD INDEX FDS
-$1.8M
26,603
-15%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$1.7M
37,080
增持
GS
GOLDMAN SACHS GROUP INC
+$1.7M
5,854
+119%
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
2,906
-39%
增持
PSX
PHILLIPS 66
+$1.5M
14,324
+526%
增持
AGG
ISHARES TR
+$1.5M
46,375
+45%
增持
OKE
ONEOK INC NEW
+$1.4M
22,668
+182%
减持
SPY
SPDR S&P 500 ETF TR
-$1.4M
39,607
-2%
减持
SCHG
SCHWAB STRATEGIC TR
-$1.4M
473,854
-1%
减持
HFXI
NEW YORK LIFE INVESTMENTS ET
-$1.3M
8,080
-86%
增持
UIS
UNISYS CORP
-$1.2M
797,400
+3%
增持
IWY
ISHARES TR
-$1.2M
51,027
+0%
减持
VUG
VANGUARD INDEX FDS
-$1.2M
16,930
-7%
减持
CVX
CHEVRON CORP NEW
+$1.1M
60,895
-3%
建仓
RWM
PROSHARES TR
+$1.1M
52,550
增持
BLK
BLACKROCK INC
+$975.5K
1,905
+136%
增持
PEP
PEPSICO INC
+$949.7K
20,271
+48%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$919.9K
298,040
+13%
减持
XLK
SELECT SECTOR SPDR TR
-$889.3K
25,753
-4%
减持
O
REALTY INCOME CORP
-$875.3K
3,970
-81%
建仓
MINT
PIMCO ETF TR
+$869.5K
8,641
减持
SLB
SCHLUMBERGER LTD
-$867.6K
13,585
-64%
增持
NOW
SERVICENOW INC
-$860.0K
4,358
+7%
减持
FTNT
FORTINET INC
-$844.2K
5,229
-63%
减持
OSPN
ONESPAN INC
-$811.5K
114,925
-17%
建仓
PNC
PNC FINL SVCS GROUP INC
+$811.2K
4,615
减持
PANW
PALO ALTO NETWORKS INC
-$768.4K
50,066
-2%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$767.4K
10,930
清仓
DDOG
DATADOG INC
-$700.0K
0
-100%
清仓
MFC
MANULIFE FINL CORP
-$695.5K
0
-100%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$678.7K
71,871
+54%
清仓
COIN
COINBASE GLOBAL INC
-$665.7K
0
-100%
增持
FSCO
FS CREDIT OPPORTUNITIES CORP
+$659.3K
174,100
+109%
减持
PFE
PFIZER INC
-$658.4K
85,961
-20%
减持
ANET
ARISTA NETWORKS INC
-$655.3K
3,494
-58%
建仓
HRB
BLOCK H & R INC
+$649.7K
11,831
增持
MLM
MARTIN MARIETTA MATLS INC
+$649.6K
2,777
+112%
减持
ADTN
ADTRAN HOLDINGS INC
-$635.9K
691,250
-14%
增持
URI
UNITED RENTALS INC
-$627.3K
9,823
+2%
增持
KIO
KKR INCOME OPPORTUNITIES FD
+$623.3K
98,665
+124%
减持
SHOP
SHOPIFY INC
-$619.6K
5,263
-50%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$600.3K
34,578
+13%
增持
—
EATON CORP PLC
+$595.3K
3,021
+344%
增持
VZ
VERIZON COMMUNICATIONS INC
+$572.3K
56,983
+13%
清仓
BNL
BROADSTONE NET LEASE INC
-$570.0K
0
-100%
清仓
VICI
VICI PPTYS INC
-$569.1K
0
-100%
清仓
NNN
NNN REIT INC
-$567.2K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$567.1K
30,244
-2%
减持
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$554.5K
13,457
-84%
减持
PG
PROCTER AND GAMBLE CO
-$550.0K
14,017
-20%
清仓
—
SECUREWORKS CORP
-$548.2K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$548.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$546.4K
11,157
-26%
增持
EDOW
FIRST TR EXCHANGE-TRADED FD
+$541.7K
52,309
+40%
增持
GLD
SPDR GOLD TR
+$518.4K
10,193
+2%
减持
FSK
FS KKR CAP CORP
-$517.0K
109,212
-15%
增持
IEFA
ISHARES TR
+$515.4K
12,270
+109%
增持
FFLC
FIDELITY COVINGTON TRUST
-$511.4K
223,787
+0%
清仓
UTG
REAVES UTIL INCOME FD
-$497.9K
0
-100%
减持
ORCL
ORACLE CORP
-$496.2K
12,021
-8%
减持
T
AT&T INC
+$490.9K
136,050
-8%
减持
HD
HOME DEPOT INC
-$487.8K
13,978
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$468.0K
10,818
+5%
减持
LMT
LOCKHEED MARTIN CORP
-$454.3K
1,937
-29%
清仓
AB
ALLIANCEBERNSTEIN HLDG L P
-$453.9K
0
-100%
建仓
VO
VANGUARD INDEX FDS
+$453.9K
1,755
清仓
FPEI
FIRST TR EXCH TRADED FD III
-$450.8K
0
-100%
增持
FLBL
FRANKLIN TEMPLETON ETF TR
+$446.5K
78,797
+32%
清仓
CGBD
CARLYLE SECURED LENDING INC
-$446.0K
0
-100%
清仓
ODFL
OLD DOMINION FREIGHT LINE IN
-$445.6K
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$432.0K
0
-100%
减持
CAT
CATERPILLAR INC
-$431.3K
4,515
-15%
清仓
DXYZ
DESTINY TECH100 INC
-$430.5K
0
-100%
减持
GIS
GENERAL MLS INC
-$427.8K
6,826
-48%
减持
WBD
WARNER BROS DISCOVERY INC
-$415.3K
31,196
-56%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$414.2K
16,473
-27%
清仓
NVO
NOVO-NORDISK A S
-$412.8K
0
-100%
清仓
USB
US BANCORP DEL
-$411.7K
0
-100%
增持
GNL
GLOBAL NET LEASE INC
+$405.2K
197,071
+22%
减持
RELL
RICHARDSON ELECTRS LTD
-$405.1K
19,390
-56%
增持
CRM
SALESFORCE INC
-$401.4K
11,054
+10%
减持
ABBV
ABBVIE INC
+$400.5K
16,286
-4%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$399.8K
56,043
-0%
减持
LLY
ELI LILLY & CO
-$398.6K
4,585
-15%
减持
LOW
LOWES COS INC
-$394.7K
1,398
-52%
清仓
LQD
ISHARES TR
-$391.8K
0
-100%
建仓
FXU
FIRST TR EXCHANGE TRADED FD
+$390.1K
9,512
建仓
GSLC
GOLDMAN SACHS ETF TR
+$385.9K
3,506
清仓
OBDC
BLUE OWL CAPITAL CORPORATION
-$384.4K
0
-100%
减持
MGK
VANGUARD WORLD FD
-$379.3K
9,010
-2%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$379.0K
0
-100%
减持
DAKT
DAKTRONICS INC
-$369.7K
49,425
-14%
清仓
EDV
VANGUARD WORLD FD
-$365.8K
0
-100%
减持
SDY
SPDR SER TR
-$359.1K
4,739
-38%
增持
MRVL
MARVELL TECHNOLOGY INC
-$355.6K
10,080
+14%
增持
IUSB
ISHARES TR
+$355.4K
13,903
+120%
减持
NEAR
ISHARES U S ETF TR
-$352.4K
6,344
-53%
减持
MRK
MERCK & CO INC
-$351.4K
13,081
-15%
减持
ISRG
INTUITIVE SURGICAL INC
-$347.6K
1,075
-36%
清仓
TDG
TRANSDIGM GROUP INC
-$347.3K
0
-100%
清仓
—
TORM PLC
-$345.4K
0
-100%
增持
PWR
QUANTA SVCS INC
-$344.9K
10,550
+10%
清仓
IWO
ISHARES TR
-$341.9K
0
-100%
增持
DLR
DIGITAL RLTY TR INC
+$341.4K
8,042
+76%
增持
GE
GE AEROSPACE
+$341.1K
9,246
+2%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$340.3K
0
-100%
减持
HRI
HERC HLDGS INC
-$336.8K
4,093
-13%
清仓
ABR
ARBOR REALTY TRUST INC
-$331.8K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$327.0K
48,117
-23%
增持
FENI
FIDELITY COVINGTON TRUST
+$322.7K
33,246
+37%
减持
RTX
RTX CORPORATION
+$320.3K
39,022
-7%
增持
AES
AES CORP
+$316.6K
54,991
+93%
增持
XMMO
INVESCO EXCHANGE TRADED FD T
-$316.4K
33,507
+0%
清仓
BAB
INVESCO EXCH TRADED FD TR II
-$311.9K
0
-100%
减持
DIS
DISNEY WALT CO
-$310.7K
17,803
-4%
清仓
DBX
DROPBOX INC
-$310.2K
0
-100%
清仓
SOUN
SOUNDHOUND AI INC
-$305.7K
0
-100%
建仓
TBUX
T ROWE PRICE ETF INC
+$302.8K
6,100
清仓
OMF
ONEMAIN HLDGS INC
-$302.3K
0
-100%
清仓
ADC
AGREE RLTY CORP
-$302.2K
0
-100%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$299.9K
7,960
清仓
ARCC
ARES CAPITAL CORP
-$298.6K
0
-100%
建仓
MUB
ISHARES TR
+$296.1K
2,808
清仓
GBDC
GOLUB CAP BDC INC
-$296.0K
0
-100%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$293.3K
5,359
-24%
减持
XLY
SELECT SECTOR SPDR TR
-$293.1K
7,032
-6%
清仓
HIW
HIGHWOODS PPTYS INC
-$292.7K
0
-100%