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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
21Q2 调仓
2021-03-31 → 2021-06-30 · 共 150 项
建仓 15
增持 120
减持 9
清仓 6
方向
标的
Δ市值
现股数(环比)
建仓
DFAC
DIMENSIONAL ETF TRUST
+$36.3M
2,691,426
增持
AAPL
APPLE INC
+$35.8M
4,389,042
+102%
增持
MSFT
MICROSOFT CORP
+$24.4M
1,211,220
+104%
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
IVV
ISHARES TR
+$22.6M
1,106,766
+104%
增持
AMZN
AMAZON COM INC
+$21.9M
89,100
+110%
增持
FSK
FS KKR CAP CORP
+$21.2M
2,643,376
+620%
清仓
—
FS KKR CAP CORP II
-$19.4M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$16.4M
653,934
+109%
增持
IJR
ISHARES TR
+$16.1M
1,940,408
+125%
建仓
SHOP
SHOPIFY INC
+$15.7M
21,456
增持
NVDA
NVIDIA CORPORATION
+$15.5M
102,064
+115%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$14.7M
622,178
减持
ACWI
ISHARES TR
-$14.6M
10,488
-93%
增持
VTI
VANGUARD INDEX FDS
+$14.5M
1,073,758
+111%
建仓
IAU
ISHARES GOLD TR
+$14.3M
845,100
建仓
—
GOLDMAN SACHS BDC INC
+$13.6M
266,000
清仓
—
ISHARES GOLD TR
-$12.4M
0
-100%
增持
VUG
VANGUARD INDEX FDS
+$11.5M
599,940
+107%
增持
TIP
ISHARES TR
+$11.1M
594,746
+177%
增持
SPYG
SPDR SER TR
+$10.7M
606,078
+305%
建仓
IXG
ISHARES TR
+$10.5M
269,984
增持
LQD
ISHARES TR
-$10.4M
196,606
+8%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$9.7M
1,339,254
+132%
增持
PTLC
PACER FDS TR
+$9.4M
554,790
+1706%
增持
FNCL
FIDELITY COVINGTON TRUST
+$9.2M
740,502
+256%
增持
IJS
ISHARES TR
+$9.0M
237,680
+584%
增持
GOOG
ALPHABET INC
+$8.7M
36,540
+103%
清仓
—
BARCLAYS BANK PLC
-$8.6M
0
-100%
增持
SCHD
SCHWAB STRATEGIC TR
+$8.5M
641,680
+196%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.4M
1,793,552
+112%
增持
EFV
ISHARES TR
+$8.2M
1,201,626
+167%
增持
META
FACEBOOK INC
+$7.6M
198,020
+117%
增持
SCHG
SCHWAB STRATEGIC TR
+$7.4M
476,890
+126%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.3M
585,350
+102%
增持
ESGU
ISHARES TR
+$7.2M
1,077,972
+113%
增持
GOOGL
ALPHABET INC
+$7.2M
34,086
+104%
增持
IWF
ISHARES TR
+$7.1M
256,044
+125%
增持
FTEC
FIDELITY COVINGTON TRUST
-$7.0M
226,402
+18%
增持
PYPL
PAYPAL HLDGS INC
+$7.0M
208,080
+116%
建仓
—
BARCLAYS BANK PLC
+$7.0M
472,708
增持
GLD
SPDR GOLD TR
-$6.8M
282,600
+50%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$6.6M
1,167,638
+147%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$6.3M
2,455,298
+119%
增持
IUSB
ISHARES TR
+$6.3M
894,214
+167%
增持
IJH
ISHARES TR
-$6.1M
339,268
+71%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$6.1M
1,980,876
+116%
清仓
FDHY
FIDELITY COVINGTON TRUST
-$6.0M
0
-100%
减持
FSTA
FIDELITY COVINGTON TRUST
-$6.0M
128,724
-39%
增持
IYE
ISHARES TR
+$5.9M
645,366
+385%
增持
USMV
ISHARES TR
-$5.9M
983,084
+62%
增持
IWR
ISHARES TR
+$5.6M
563,228
+149%
增持
SPY
SPDR S&P 500 ETF TR
+$5.2M
360,982
+98%
增持
FMAT
FIDELITY COVINGTON TRUST
+$5.2M
246,088
+2224%
增持
IVOL
KRANESHARES TR
+$5.2M
478,744
+864%
增持
COMT
ISHARES U S ETF TR
+$5.1M
309,468
+3339%
增持
VTV
VANGUARD INDEX FDS
+$5.1M
952,826
+107%
增持
FUTY
FIDELITY COVINGTON TRUST
+$4.9M
334,816
+600%
减持
AGGY
WISDOMTREE TR
-$4.9M
66,618
-48%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$4.8M
108,244
增持
XLK
SELECT SECTOR SPDR TR
+$4.8M
340,116
+122%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.7M
69,116
+111%
增持
FPXI
FIRST TR EXCHANGE TRADED FD
+$4.6M
290,480
+262%
清仓
—
SEAGATE TECHNOLOGY PLC
-$4.6M
0
-100%
增持
VXUS
VANGUARD STAR FDS
+$4.5M
1,370,380
+112%
增持
DGRO
ISHARES TR
+$4.5M
1,571,322
+116%
增持
IHI
ISHARES TR
-$4.5M
37,040
+9%
增持
SRVR
PACER FDS TR
-$4.4M
307,620
+5%
建仓
QJUN
FIRST TR EXCHNG TRADED FD VI
+$4.3M
426,982
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.3M
578,546
+375%
增持
V
VISA INC
+$4.2M
271,242
+108%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.0M
1,850,258
+114%
增持
DOV
DOVER CORP
+$3.9M
72,128
+560%
建仓
ENB
ENBRIDGE INC
+$3.9M
193,850
增持
VGT
VANGUARD WORLD FDS
+$3.9M
137,712
+109%
增持
ARKK
ARK ETF TR
+$3.8M
670,620
+101%
增持
BX
BLACKSTONE GROUP INC
+$3.8M
314,364
+104%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.8M
636,354
+106%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.7M
190,326
-28%
增持
DVY
ISHARES TR
+$3.7M
310,506
+146%
增持
EFA
ISHARES TR
+$3.7M
781,510
+118%
增持
FXD
FIRST TR EXCHANGE TRADED FD
+$3.6M
177,598
+482%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$3.6M
1,025,858
+120%
建仓
COIN
COINBASE GLOBAL INC
+$3.5M
27,736
增持
VB
VANGUARD INDEX FDS
+$3.5M
412,174
+105%
增持
PTBD
PACER FDS TR
+$3.4M
265,976
+2679%
增持
FCOR
FIDELITY MERRIMACK STR TR
+$3.4M
345,266
+202%
增持
NXTG
FIRST TR EXCHANGE TRADED FD
+$3.4M
320,750
+165%
增持
IWM
ISHARES TR
+$3.4M
319,192
+112%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$3.4M
379,972
+128%
增持
ICF
ISHARES TR
+$3.4M
703,294
+107%
增持
IXN
ISHARES TR
-$3.4M
50,150
+30%
建仓
COWZ
PACER FDS TR
+$3.3M
154,720
增持
CWB
SPDR SER TR
+$3.3M
465,036
+129%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.2M
273,644
+152%
增持
VO
VANGUARD INDEX FDS
+$3.1M
273,154
+106%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.1M
191,708
+102%
增持
IMCG
ISHARES TR
-$3.1M
235,158
+693%
增持
DOCU
DOCUSIGN INC
+$3.1M
75,244
+105%
减持
SPSB
SPDR SER TR
-$3.1M
196,686
-0%
增持
FTXL
FIRST TR EXCHANGE-TRADED FD
+$3.0M
102,678
+1268%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$3.0M
134,852
减持
—
INVESCO EXCH TRD SLF IDX FD
-$3.0M
108,328
-43%
增持
MQY
BLACKROCK MUNIYILD QULT FD I
+$3.0M
390,498
+2193%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.0M
2,087,874
+131%
增持
T
AT&T INC
-$3.0M
2,746,182
+95%
增持
XLI
SELECT SECTOR SPDR TR
+$3.0M
177,014
+185%
增持
AGG
ISHARES TR
-$2.9M
627,166
+82%
增持
SKYY
FIRST TR EXCHANGE TRADED FD
+$2.9M
356,224
+114%
增持
JPM
JPMORGAN CHASE & CO
+$2.9M
745,920
+106%
增持
BSV
VANGUARD BD INDEX FDS
+$2.9M
769,408
+120%
增持
IVE
ISHARES TR
-$2.9M
148,048
+51%
增持
CRM
SALESFORCE COM INC
+$2.9M
133,260
+110%
建仓
MGA
MAGNA INTL INC
+$2.8M
61,186
建仓
CNI
CANADIAN NATL RY CO
+$2.8M
53,476
增持
FREL
FIDELITY COVINGTON TRUST
+$2.8M
235,800
+736%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$2.8M
2,476,158
+124%
增持
—
EXXON MOBIL CORP
+$2.8M
1,005,838
+94%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.8M
194,816
+89%
增持
SPYM
SPDR SER TR
+$2.8M
311,046
+188%
增持
MTUM
ISHARES TR
+$2.8M
271,538
+110%
增持
QABA
FIRST TR NASDAQ ABA CMNTY BK
+$2.8M
137,042
+649%
增持
QUAL
ISHARES TR
+$2.7M
171,152
+140%
增持
OIH
VANECK VECTORS ETF TR
+$2.7M
34,820
+490%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$2.7M
516,674
+102%
增持
NKE
NIKE INC
+$2.7M
171,358
+115%
增持
MCO
MOODYS CORP
+$2.6M
81,552
+100%
增持
COST
COSTCO WHSL CORP NEW
+$2.6M
107,346
+103%
增持
EPS
WISDOMTREE TR
+$2.6M
230,616
+268%
增持
HD
HOME DEPOT INC
+$2.6M
236,380
+105%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$2.6M
393,676
+106%
增持
WMT
WALMART INC
+$2.6M
468,616
+109%
减持
NVR
NVR INC
-$2.5M
256
-62%
增持
CRI
CARTERS INC
+$2.5M
59,794
+874%
增持
INTC
INTEL CORP
-$2.5M
731,752
+103%
增持
FTC
FIRST TRUST LRGCP GWT ALPHAD
+$2.5M
201,616
+130%
减持
DIV
GLOBAL X FDS
-$2.5M
180,480
-18%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$2.4M
684,502
+115%
清仓
—
GW PHARMACEUTICALS PLC
-$2.4M
0
-100%
增持
VOE
VANGUARD INDEX FDS
+$2.4M
266,848
+120%
减持
EWJ
ISHARES INC
-$2.4M
16,092
-63%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$2.4M
223,994
+113%
增持
MSTB
ETF SER SOLUTIONS
+$2.4M
490,512
+174%
增持
VTIP
VANGUARD MALVERN FDS
+$2.4M
171,060
+318%
增持
PAVE
GLOBAL X FDS
+$2.4M
633,560
+174%
增持
ROKU
ROKU INC
+$2.4M
31,616
+110%
增持
GOVT
ISHARES TR
+$2.4M
1,907,364
+117%
增持
SPIP
SPDR SER TR
+$2.4M
420,634
+206%
增持
XLF
SELECT SECTOR SPDR TR
+$2.3M
621,258
+133%
增持
DGRW
WISDOMTREE TR
+$2.3M
1,039,776
+107%
增持
FPX
FIRST TR EXCHANGE TRADED FD
+$2.3M
404,162
+105%
