小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q1 调仓
2020-12-31 → 2021-03-31 · 共 150 项
建仓 3
增持 45
减持 91
清仓 11
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$90.7M
2,169,758
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$64.5M
309,644
-61%
减持
AMZN
AMAZON COM INC
-$43.7M
42,507
-20%
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
QQQ
INVESCO QQQ TR
-$43.4M
312,192
-32%
减持
SCHM
SCHWAB STRATEGIC TR
-$34.1M
43,611
-92%
减持
SCHG
SCHWAB STRATEGIC TR
-$28.2M
211,447
-51%
减持
XLK
SELECT SECTOR SPDR TR
-$26.8M
153,501
-58%
减持
MSFT
MICROSOFT CORP
-$26.5M
592,872
-21%
减持
PG
PROCTER AND GAMBLE CO
-$25.9M
231,695
-44%
减持
VTI
VANGUARD INDEX FDS
-$24.4M
509,146
-24%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$23.2M
916,233
+99%
减持
SDY
SPDR SER TR
-$22.4M
206,978
-53%
增持
ESGU
ISHARES TR
+$22.3M
505,025
+83%
增持
EFV
ISHARES TR
+$21.5M
449,361
+1446%
减持
SCHV
SCHWAB STRATEGIC TR
-$20.9M
158,368
-70%
减持
IWF
ISHARES TR
-$20.0M
113,842
-42%
减持
BND
VANGUARD BD INDEX FDS
-$19.6M
171,072
-56%
减持
VOO
VANGUARD INDEX FDS
-$18.7M
142,569
-31%
减持
SPY
SPDR S&P 500 ETF TR
-$17.2M
181,915
-24%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.1M
847,431
+11%
增持
IUSB
ISHARES TR
+$15.8M
334,812
+867%
减持
VUG
VANGUARD INDEX FDS
-$15.7M
290,379
-19%
减持
EFAV
ISHARES TR
-$14.9M
155,193
-56%
减持
IVV
ISHARES TR
-$14.8M
541,709
-12%
清仓
QLD
PROSHARES TR
-$14.6M
0
-100%
增持
GOVT
ISHARES TR
+$14.3M
879,407
+177%
减持
GLD
SPDR GOLD TR
-$14.3M
188,915
-25%
减持
SCHA
SCHWAB STRATEGIC TR
-$14.2M
10,222
-94%
减持
USMV
ISHARES TR
-$14.0M
608,673
-27%
减持
SCHZ
SCHWAB STRATEGIC TR
-$13.5M
9,944
-96%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$13.1M
434,339
+117%
清仓
SHOP
SHOPIFY INC
-$12.6M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$12.6M
460,167
+13%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$12.0M
865,180
-18%
减持
DOV
DOVER CORP
-$11.7M
10,924
-90%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$11.5M
265,644
-66%
减持
SCHD
SCHWAB STRATEGIC TR
-$11.3M
217,101
-49%
减持
MINT
PIMCO ETF TR
-$11.3M
82,487
-57%
增持
JPM
JPMORGAN CHASE & CO
+$11.3M
362,323
+3%
减持
V
VISA INC
-$11.0M
130,318
-26%
减持
TSLA
TESLA INC
-$10.7M
35,583
-28%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$10.5M
276,130
+133%
减持
VO
VANGUARD INDEX FDS
-$10.1M
132,432
-31%
增持
TXN
TEXAS INSTRS INC
+$9.9M
94,040
+94%
清仓
SSO
PROSHARES TR
-$9.7M
0
-100%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$9.4M
254,497
+341%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$9.2M
200,879
-43%
清仓
ENB
ENBRIDGE INC
-$9.2M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$9.2M
94,907
+25%
减持
AGG
ISHARES TR
-$9.1M
343,824
-16%
增持
EFG
ISHARES TR
+$9.0M
257,299
+55%
增持
VLUE
ISHARES TR
+$8.4M
148,424
+89%
减持
PFE
PFIZER INC
-$8.4M
629,895
-26%
减持
SO
SOUTHERN CO
-$8.2M
183,921
-43%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$8.1M
190,452
-65%
减持
EFA
ISHARES TR
-$8.1M
358,349
-25%
增持
RPV
INVESCO EXCHANGE TRADED FD T
+$8.0M
132,487
+342%
增持
BLV
VANGUARD BD INDEX FDS
+$7.9M
97,113
+549%
增持
ESGE
ISHARES INC
+$7.8M
427,725
+67%
增持
QCLN
FIRST TR EXCHANGE-TRADED FD
+$7.8M
222,758
+108%
减持
IVW
ISHARES TR
-$7.7M
341,136
-28%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$7.7M
472,247
+35%
增持
—
EXXON MOBIL CORP
+$7.5M
518,523
+1%
增持
FENY
FIDELITY COVINGTON TRUST
+$7.5M
738,648
+229%
减持
PEP
PEPSICO INC
-$7.5M
137,304
-25%
减持
SNY
SANOFI
-$7.4M
18,158
-89%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.4M
578,362
+16%
增持
BSV
VANGUARD BD INDEX FDS
+$7.3M
349,673
+35%
减持
KO
COCA COLA CO
-$7.3M
340,353
-27%
减持
—
BLACKROCK INC
-$7.3M
10,875
-50%
减持
GIS
GENERAL MLS INC
-$7.2M
121,266
-51%
减持
VOE
VANGUARD INDEX FDS
-$7.1M
121,237
-39%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.1M
11,518
-87%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.1M
781,280
-14%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.1M
191,331
+21%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$7.0M
145,417
+956%
增持
CSCO
CISCO SYS INC
+$7.0M
603,808
+11%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$6.9M
83,608
-29%
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$6.8M
317,889
-28%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.8M
102,337
-44%
减持
ONEQ
FIDELITY COMWLTH TR
-$6.8M
14,396
-49%
减持
BHK
BLACKROCK CORE BD TR
-$6.8M
43,269
-91%
减持
VB
VANGUARD INDEX FDS
-$6.6M
200,835
-21%
增持
CVX
CHEVRON CORP NEW
+$6.6M
245,857
+9%
增持
AVGO
BROADCOM INC
+$6.6M
25,958
+106%
减持
IJH
ISHARES TR
-$6.6M
198,835
-22%
减持
MMM
3M CO
-$6.4M
57,588
-43%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.4M
466,445
+31%
增持
GM
GENERAL MTRS CO
+$6.4M
155,349
+154%
减持
MCD
MCDONALDS CORP
-$6.3M
82,888
-30%
减持
MGK
VANGUARD WORLD FD
-$6.3M
31,901
-50%
减持
VTIP
VANGUARD MALVERN FDS
-$6.2M
40,962
-75%
增持
HYG
ISHARES TR
+$6.2M
140,687
+101%
减持
FNY
FIRST TR EXCHANGE-TRADED ALP
-$6.2M
52,215
-65%
减持
DGRO
ISHARES TR
-$6.0M
726,846
-21%
减持
META
FACEBOOK INC
-$5.9M
91,179
-24%
减持
ADI
ANALOG DEVICES INC
-$5.9M
8,971
-82%
减持
FMAT
FIDELITY COVINGTON TRUST
-$5.9M
10,587
-93%
清仓
FNDA
SCHWAB STRATEGIC TR
-$5.8M
0
-100%
减持
FQAL
FIDELITY COVINGTON TRUST
-$5.7M
115,574
-55%
增持
FNCL
FIDELITY COVINGTON TRUST
+$5.7M
207,964
+92%
减持
IEF
ISHARES TR
-$5.6M
63,078
-41%
清仓
PTNQ
PACER FDS TR
-$5.6M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$5.6M
279,899
-15%
增持
PKW
INVESCO EXCHANGE TRADED FD T
+$5.6M
68,674
+2060%
减持
SMMV
ISHARES TR
-$5.5M
121,221
-59%
增持
IGSB
ISHARES TR
+$5.4M
568,876
+22%
清仓
—
ETF SER SOLUTIONS
-$5.4M
0
-100%
减持
NVS
NOVARTIS AG
-$5.4M
68,378
-43%
增持
FDHY
FIDELITY COVINGTON TRUST
+$5.3M
109,337
+684%
减持
IJK
ISHARES TR
-$5.2M
111,618
-42%
增持
SPYV
SPDR SER TR
+$5.2M
145,802
+1555%
减持
SCHB
SCHWAB STRATEGIC TR
-$5.2M
23,651
-71%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$5.2M
101,479
建仓
MSTB
ETF SER SOLUTIONS
+$5.1M
178,971
减持
XLV
SELECT SECTOR SPDR TR
-$5.1M
76,103
-39%
减持
CRM
SALESFORCE COM INC
-$5.1M
63,348
-24%
清仓
SHAG
WISDOMTREE TR
-$5.1M
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$5.1M
33,838
+106%
减持
FSK
FS KKR CAP CORP
-$5.1M
367,063
-51%
减持
SCHF
SCHWAB STRATEGIC TR
-$5.1M
85,210
-63%
增持
MTUM
ISHARES TR
+$5.0M
129,186
+32%
减持
BSX
BOSTON SCIENTIFIC CORP
-$5.0M
103,945
-59%
减持
VBK
VANGUARD INDEX FDS
-$5.0M
28,172
-41%
减持
—
ISHARES GOLD TR
-$5.0M
760,097
-21%
减持
ARTNA
ARTESIAN RES CORP
-$4.9M
47,329
-74%
减持
VNQ
VANGUARD INDEX FDS
-$4.9M
103,602
-39%
减持
MRK
MERCK & CO. INC
-$4.9M
211,232
-19%
清仓
UST
PROSHARES TR
-$4.8M
0
-100%
减持
DIS
DISNEY WALT CO
-$4.8M
264,743
-11%
减持
MUB
ISHARES TR
-$4.8M
60,926
-40%
减持
IGIB
ISHARES TR
-$4.7M
103,875
-41%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$4.7M
349,279
-20%
清仓
WEA
WESTERN ASSET PREMIER BD FD
-$4.7M
0
-100%
增持
PYPL
PAYPAL HLDGS INC
+$4.7M
96,214
+19%
增持
FCOR
FIDELITY COVINGTON TRUST
+$4.6M
114,391
+315%
清仓
FNV
FRANCO NEV CORP
-$4.6M
0
-100%
减持
BABA
ALIBABA GROUP HLDG LTD
-$4.6M
57,686
-22%
增持
BAC
BK OF AMERICA CORP
+$4.6M
465,167
+4%
增持
—
TE CONNECTIVITY LTD
+$4.6M
39,763
+763%
减持
VOT
VANGUARD INDEX FDS
-$4.6M
76,157
-23%
增持
IXN
ISHARES TR
+$4.6M
38,487
+59%
减持
NOCT
INNOVATOR ETFS TR
-$4.6M
9,243
-93%
减持
RPG
INVESCO EXCHANGE TRADED FD T
-$4.6M
48,381
-37%
减持
XLU
SELECT SECTOR SPDR TR
-$4.5M
85,526
-47%
减持
XLP
SELECT SECTOR SPDR TR
-$4.5M
135,119
-34%
减持
JHS
HANCOCK JOHN INCOME SECS TR
-$4.4M
14,933
-95%
建仓
FTRI
FIRST TR EXCHANGE TRADED FD
+$4.4M
329,449
减持
NFLX
NETFLIX INC
-$4.4M
45,618
-15%
增持
IWB
ISHARES TR
+$4.4M
87,525
+21%
