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Kestra Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kestra Advisory Services, LLC
报告期 2026-03-31 · CIK 0001830819
持仓数
3,116
前50大市值合计
$10.00B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 4
增持 139
减持 4
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$131.9M
2,660,343
+38%
增持
IVV
ISHARES TR
+$91.4M
616,997
+49%
增持
AMZN
AMAZON COM INC
+$70.3M
53,341
+60%
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
MSFT
MICROSOFT CORP
+$68.2M
749,954
+61%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$59.3M
784,890
+99%
增持
QQQ
INVESCO QQQ TR
+$55.2M
457,055
+45%
增持
IJR
ISHARES TR
+$49.6M
1,041,539
+59%
增持
VTI
VANGUARD INDEX FDS
+$44.0M
669,234
+33%
增持
VUG
VANGUARD INDEX FDS
+$36.2M
357,239
+50%
增持
SPY
SPDR S&P 500 ETF TR
+$35.6M
240,186
+50%
增持
SCHG
SCHWAB STRATEGIC TR
+$35.4M
433,812
+146%
增持
SCHM
SCHWAB STRATEGIC TR
+$34.8M
549,151
+1040%
增持
PG
PROCTER AND GAMBLE CO
+$31.0M
416,094
+120%
增持
ARKK
ARK ETF TR
+$28.7M
343,739
+112%
增持
SDY
SPDR SER TR
+$27.3M
444,550
+110%
增持
VB
VANGUARD INDEX FDS
+$27.0M
254,584
+76%
增持
IJH
ISHARES TR
+$26.7M
253,907
+49%
增持
DIS
DISNEY WALT CO
+$26.0M
296,105
+33%
增持
IWF
ISHARES TR
+$25.2M
197,936
+91%
增持
SCHV
SCHWAB STRATEGIC TR
+$24.1M
529,468
+283%
增持
VOO
VANGUARD INDEX FDS
+$23.6M
206,607
+36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.5M
316,914
+37%
增持
BND
VANGUARD BD INDEX FDS
+$23.0M
387,357
+207%
增持
TSLA
TESLA INC
+$21.4M
49,657
+65%
增持
SCHD
SCHWAB STRATEGIC TR
+$20.4M
425,493
+250%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$19.8M
0
-100%
增持
V
VISA INC
+$19.6M
176,947
+86%
增持
VO
VANGUARD INDEX FDS
+$19.5M
191,005
+70%
增持
JPM
JPMORGAN CHASE & CO
+$19.4M
350,094
+38%
增持
GOOGL
ALPHABET INC
+$19.0M
21,096
+75%
增持
ESGU
ISHARES TR
+$18.6M
275,242
+319%
增持
JNJ
JOHNSON & JOHNSON
+$18.5M
330,633
+49%
增持
IWM
ISHARES TR
+$17.9M
172,995
+61%
增持
VTV
VANGUARD INDEX FDS
+$16.8M
406,063
+35%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.5M
903,402
+45%
增持
XLK
SELECT SECTOR SPDR TR
+$15.5M
363,281
+34%
增持
META
FACEBOOK INC
+$15.3M
120,528
+81%
增持
IWD
ISHARES TR
+$15.3M
328,979
+32%
增持
AGG
ISHARES TR
+$14.9M
408,025
+48%
增持
SCHA
SCHWAB STRATEGIC TR
+$14.8M
170,663
+168873%
建仓
QLD
PROSHARES TR
+$14.6M
127,667
增持
KO
COCA COLA CO
+$14.3M
464,266
+109%
增持
DGRW
WISDOMTREE TR
+$14.0M
583,081
+68%
增持
EFA
ISHARES TR
+$13.6M
479,883
+41%
增持
SCHZ
SCHWAB STRATEGIC TR
+$13.4M
250,616
+2197%
增持
GOOG
ALPHABET INC
+$13.1M
19,853
+36%
增持
PEP
PEPSICO INC
+$13.1M
182,432
+84%
增持
—
BLACKROCK INC
+$13.0M
21,808
+32449%
增持
PFE
PFIZER INC
+$12.9M
848,609
+71%
增持
VYM
VANGUARD WHITEHALL FDS
+$11.6M
766,230
+7%
增持
VGT
VANGUARD WORLD FDS
+$11.4M
77,667
+52%
增持
SBUX
STARBUCKS CORP
+$11.3M
217,787
+60%
减持
TLT
ISHARES TR
-$11.1M
46,779
-59%
增持
ABBV
ABBVIE INC
+$11.0M
297,857
+28%
增持
MRK
MERCK & CO. INC
+$10.8M
262,307
+111%
增持
VOE
VANGUARD INDEX FDS
+$10.8M
198,937
+59%
增持
MCD
MCDONALDS CORP
+$10.5M
117,666
+79%
增持
TIP
ISHARES TR
+$10.4M
178,150
+83%
增持
MINT
PIMCO ETF TR
+$10.3M
193,004
+110%
增持
BA
BOEING CO
+$10.3M
108,378
+37%
增持
IJK
ISHARES TR
+$10.2M
193,928
+1104%
增持
VXUS
VANGUARD STAR FDS
+$10.2M
681,946
+14%
增持
C
CITIGROUP INC
+$10.1M
208,069
+257%
增持
SQ
SQUARE INC
+$10.1M
81,614
+68%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.0M
444,356
+39%
增持
CVS
CVS HEALTH CORP
+$10.0M
294,652
+74%
增持
MMM
3M CO
+$9.9M
100,598
+113%
增持
MA
MASTERCARD INCORPORATED
+$9.8M
63,481
+68%
增持
CMCSA
COMCAST CORP NEW
+$9.7M
443,463
+58%
增持
EFG
ISHARES TR
+$9.6M
166,283
+105%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.5M
75,817
+42%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.4M
182,951
+164%
增持
FIDU
FIDELITY COVINGTON TRUST
+$9.3M
234,761
+447%
增持
USMV
ISHARES TR
+$9.1M
834,125
+13%
增持
SSO
PROSHARES TR
+$9.0M
106,806
+85345%
增持
IWR
ISHARES TR
+$8.8M
302,043
+46%
增持
DGRO
ISHARES TR
+$8.7M
924,224
+14%
增持
NVDA
NVIDIA CORPORATION
+$8.7M
56,082
+46%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$8.7M
355,727
+67%
增持
BX
BLACKSTONE GROUP INC
+$8.7M
213,363
+118%
增持
—
EXXON MOBIL CORP
+$8.6M
514,805
+38%
增持
CVX
CHEVRON CORP NEW
+$8.5M
224,883
+51%
增持
NFLX
NETFLIX INC
+$8.5M
53,681
+36%
增持
GIS
GENERAL MLS INC
+$8.3M
249,409
+143%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$8.1M
283,919
+10%
增持
VOT
VANGUARD INDEX FDS
+$8.1M
98,744
+39%
增持
ESGE
ISHARES INC
+$8.1M
255,607
+240%
增持
—
SEAGATE TECHNOLOGY PLC
+$7.8M
138,729
+1108%
增持
AXP
AMERICAN EXPRESS CO
+$7.8M
84,459
+276%
增持
SNY
SANOFI
+$7.8M
172,094
+1498%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.8M
500,640
+23%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.8M
90,582
+101678%
增持
IEFA
ISHARES TR
+$7.7M
278,301
+44%
增持
IVW
ISHARES TR
+$7.7M
471,079
+387%
增持
HD
HOME DEPOT INC
+$7.5M
119,110
+38%
增持
FQAL
FIDELITY COVINGTON TRUST
+$7.5M
255,653
+194%
增持
CRM
SALESFORCE COM INC
+$7.5M
83,380
+90%
增持
ITOT
ISHARES TR
+$7.5M
380,889
+14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.4M
158,037
+35%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.3M
124,214
+56%
建仓
IQDG
WISDOMTREE TR
+$7.3M
198,255
增持
ENB
ENBRIDGE INC
+$7.3M
287,023
+341%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$7.2M
1,251,384
+38%
增持
VHT
VANGUARD WORLD FDS
+$7.2M
92,062
+41%
增持
DLN
WISDOMTREE TR
+$7.0M
95,095
+191%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$6.8M
1,017,215
+45%
减持
FHLC
FIDELITY COVINGTON TRUST
-$6.8M
241,295
-38%
增持
ACWI
ISHARES TR
+$6.8M
214,134
+36%
增持
BHK
BLACKROCK CORE BD TR
+$6.8M
462,762
+1015%
增持
ADI
ANALOG DEVICES INC
+$6.8M
49,918
+71211%
增持
HON
HONEYWELL INTL INC
+$6.7M
55,682
+82%
增持
CSCO
CISCO SYS INC
+$6.7M
544,981
+23%
增持
BSV
VANGUARD BD INDEX FDS
+$6.7M
258,275
+46%
增持
XLV
SELECT SECTOR SPDR TR
+$6.7M
124,844
+79%
增持
VNQ
VANGUARD INDEX FDS
+$6.6M
171,097
+75%
增持
MUB
ISHARES TR
+$6.6M
101,229
+125%
增持
VBR
VANGUARD INDEX FDS
+$6.6M
99,789
+44%
增持
INTC
INTEL CORP
+$6.4M
440,606
+51%
增持
XLY
SELECT SECTOR SPDR TR
+$6.4M
53,762
+251%
增持
IGIB
ISHARES TR
+$6.4M
175,885
+141%
增持
VBK
VANGUARD INDEX FDS
+$6.3M
47,535
+61%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.3M
353,781
+43%
清仓
—
BK OF AMERICA CORP
-$6.3M
0
-100%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$6.2M
451,590
+14%
增持
PFF
ISHARES TR
+$6.2M
528,979
+37%
减持
DES
WISDOMTREE TR
-$6.1M
322,603
-54%
增持
VTIP
VANGUARD MALVERN FDS
+$6.1M
163,514
+277%
增持
PYPL
PAYPAL HLDGS INC
+$6.1M
80,709
+26%
增持
EEM
ISHARES TR
+$6.1M
262,502
+55%
增持
LOW
LOWES COS INC
+$6.1M
99,354
+68%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.1M
82,702
+370%
增持
NVS
NOVARTIS AG
+$6.1M
119,043
+102%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$6.1M
107,130
+244%
增持
FMAT
FIDELITY COVINGTON TRUST
+$6.0M
159,058
+105939%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$5.9M
1,146,227
+7%
增持
IWO
ISHARES TR
+$5.8M
71,671
+5%
清仓
—
WELLS FARGO CO NEW
-$5.8M
0
-100%
建仓
FNDA
SCHWAB STRATEGIC TR
+$5.8M
135,033
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$5.8M
459,396
+17%
增持
DUK
DUKE ENERGY CORP NEW
+$5.7M
131,203
+90%
增持
CAT
CATERPILLAR INC
+$5.7M
74,435
+45%
建仓
PTNQ
PACER FDS TR
+$5.6M
107,814
增持
IHI
ISHARES TR
+$5.6M
36,303
+76%
减持
EFAV
ISHARES TR
-$5.6M
355,085
-24%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$5.5M
259,902
+49%
增持
—
ISHARES GOLD TRUST
+$5.5M
959,000
+45%
增持
SO
SOUTHERN CO
+$5.4M
323,567
+24%
增持
FSK
FS KKR CAP CORP
+$5.4M
752,738
+72%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$5.4M
77,243
+2%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.3M
227,841
+140%
