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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 10
增持 116
减持 23
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$42.7M
1,196,904
+88%
增持
SCHM
SCHWAB STRATEGIC TR
+$37.7M
1,065,812
+1217%
增持
MSFT
MICROSOFT CORP
+$33.5M
1,401,314
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。
+16%
增持
SCHG
SCHWAB STRATEGIC TR
+$28.9M
859,384
+80%
增持
AAPL
APPLE INC
+$28.1M
4,644,996
+6%
增持
SCHV
SCHWAB STRATEGIC TR
+$27.2M
1,141,652
+243%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$20.5M
2,042,458
+75%
增持
SCHD
SCHWAB STRATEGIC TR
+$20.2M
1,196,636
+86%
增持
ESGU
ISHARES TR
+$20.1M
1,486,744
+38%
增持
IVV
ISHARES TR
+$20.0M
1,197,054
+8%
增持
GOOGL
ALPHABET INC
+$19.5M
45,728
+34%
增持
QLD
PROSHARES TR
+$19.2M
533,286
+9104%
减持
IGSB
ISHARES TR
-$18.7M
522,984
-57%
增持
IJR
ISHARES TR
+$17.5M
2,327,742
+20%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$16.0M
1,232,536
建仓
SCHZ
SCHWAB STRATEGIC TR
+$15.6M
573,954
增持
QQQ
INVESCO QQQ TR
+$15.6M
734,422
+12%
建仓
SSO
PROSHARES TR
+$15.6M
259,586
增持
VTI
VANGUARD INDEX FDS
+$15.6M
1,217,414
+13%
增持
SDY
SPDR SER TR
+$15.3M
690,338
+67%
减持
SHOP
SHOPIFY INC
-$15.2M
760
-96%
增持
AMZN
AMAZON COM INC
+$15.2M
102,526
+15%
增持
SCHA
SCHWAB STRATEGIC TR
+$14.6M
312,386
+1389%
增持
TIP
ISHARES TR
+$14.0M
814,992
+37%
增持
EFAV
ISHARES TR
+$13.5M
630,114
+132%
增持
VB
VANGUARD INDEX FDS
+$13.3M
545,796
+32%
增持
BND
VANGUARD BD INDEX FDS
+$12.7M
677,940
+79%
增持
IGIB
ISHARES TR
+$11.8M
614,140
+181%
增持
C
CITIGROUP INC
+$11.5M
618,372
+115%
增持
—
BLACKROCK INC
+$11.4M
51,746
+120%
增持
EFG
ISHARES TR
+$11.3M
730,928
+42%
增持
NVDA
NVIDIA CORPORATION
+$10.8M
498,708
+389%
增持
MGC
VANGUARD WORLD FD
+$10.2M
149,710
+830%
增持
V
VISA INC
+$10.1M
375,240
+38%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$9.1M
1,134,804
+43%
增持
LMT
LOCKHEED MARTIN CORP
+$9.1M
136,722
+78%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$9.0M
1,019,530
+436%
增持
PFE
PFIZER INC
+$9.0M
1,562,602
+24%
增持
WFC
WELLS FARGO CO NEW
+$8.7M
735,878
+99%
减持
FENY
FIDELITY COVINGTON TRUST
-$8.5M
254,510
-82%
增持
AXP
AMERICAN EXPRESS CO
+$8.5M
189,438
+112%
增持
PEP
PEPSICO INC
+$8.5M
399,544
+37%
增持
MCD
MCDONALDS CORP
+$8.4M
231,462
+37%
增持
FTEC
FIDELITY COVINGTON TRUST
+$8.3M
365,088
+61%
增持
VO
VANGUARD INDEX FDS
+$8.2M
343,080
+26%
增持
MRK
MERCK &CO INC
+$8.1M
705,362
+49%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$7.9M
1,220,538
+30%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.8M
172,692
+659%
增持
SNY
SANOFI
+$7.7M
357,496
+893%
增持
SPDW
SPDR INDEX SHS FDS
+$7.6M
615,412
+219%
减持
QCOM
QUALCOMM INC
-$7.5M
202,704
-30%
增持
KO
COCA COLA CO
+$7.5M
989,754
+45%
增持
CVS
CVS HEALTH CORP
+$7.5M
598,296
+39%
增持
IXN
ISHARES TR
+$7.4M
560,524
+1018%
增持
BHK
BLACKROCK CORE BD TR
+$7.4M
975,450
+1024%
增持
IWF
ISHARES TR
+$7.3M
306,800
+20%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$7.1M
490,834
+25%
增持
META
FACEBOOK INC
+$7.0M
243,866
+23%
增持
KBE
SPDR SER TR
+$6.9M
302,592
+579%
增持
BDX
BECTON DICKINSON &CO
+$6.8M
74,472
+292%
增持
BX
BLACKSTONE INC
+$6.8M
379,084
+21%
增持
SBUX
STARBUCKS CORP
+$6.8M
514,336
+33%
增持
ADI
ANALOG DEVICES INC
+$6.7M
99,296
+444%
增持
XLK
SELECT SECTOR SPDR TR
+$6.7M
426,604
+25%
建仓
FNDA
SCHWAB STRATEGIC TR
+$6.7M
255,278
增持
IJH
ISHARES TR
+$6.7M
397,562
+17%
增持
LOW
LOWES COS INC
+$6.6M
222,646
+35%
增持
SCHB
SCHWAB STRATEGIC TR
+$6.4M
165,858
+289%
增持
FHLC
FIDELITY COVINGTON TRUST
+$6.3M
556,370
+55%
增持
TSLA
TESLA INC
+$6.2M
82,902
+9%
增持
PTBD
PACER FDS TR
+$6.2M
730,432
+175%
清仓
—
GENERAL ELECTRIC CO
-$6.2M
0
-100%
减持
T
AT&T INC
-$6.0M
2,483,090
-10%
增持
GIS
GENERAL MLS INC
+$6.0M
452,752
+82%
增持
DFUS
DIMENSIONAL ETF TRUST
+$5.9M
872,388
+40%
增持
NFLX
NETFLIX INC
+$5.9M
94,340
+9%
减持
BABA
ALIBABA GROUP HLDG LTD
-$5.8M
110,164
-11%
增持
CMCSA
COMCAST CORP NEW
+$5.8M
1,242,368
+22%
增持
SCHR
SCHWAB STRATEGIC TR
+$5.7M
212,236
+1817%
建仓
GE
GENERAL ELECTRIC CO
+$5.6M
109,358
减持
FIDU
FIDELITY COVINGTON TRUST
-$5.6M
153,680
-57%
增持
ENB
ENBRIDGE INC
+$5.6M
474,344
+145%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$5.6M
2,609,558
+25%
增持
JPM
JPMORGAN CHASE &CO
+$5.5M
776,474
+4%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$5.5M
302,482
+456%
增持
MRNA
MODERNA INC
+$5.4M
54,922
+25%
建仓
QSPT
FIRST TR EXCHNG TRADED FD VI
+$5.4M
547,358
建仓
WEA
WESTERN ASSET PREMIER BD FD
+$5.4M
763,186
减持
ESGE
ISHARES INC
-$5.2M
737,476
-19%
减持
DVY
ISHARES TR
-$5.2M
225,014
-28%
增持
CRM
SALESFORCE COM INC
+$5.2M
157,988
+19%
增持
FREL
FIDELITY COVINGTON TRUST
+$5.1M
573,100
+143%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.1M
431,850
+163%
减持
FMAT
FIDELITY COVINGTON TRUST
-$5.1M
26,094
-89%
增持
EFV
ISHARES TR
+$5.0M
1,418,092
+18%
增持
JHS
HANCOCK JOHN INCOME SECS TR
+$5.0M
653,856
+2085%
增持
MTUM
ISHARES TR
+$4.9M
324,024
+19%
增持
SHAG
WISDOMTREE TR
+$4.8M
253,250
+291%
增持
MINT
PIMCO ETF TR
+$4.7M
228,192
+69%
增持
COR
AMERISOURCEBERGEN CORP
+$4.7M
94,136
+496%
减持
IJS
ISHARES TR
-$4.7M
156,104
-34%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$4.6M
1,475,334
+10%
增持
HD
HOME DEPOT INC
+$4.4M
256,716
+9%
增持
PTY
PIMCO CORPORATE &INCOME OPP
+$4.4M
625,406
+366%
增持
VOO
VANGUARD INDEX FDS
+$4.4M
283,400
+8%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$4.4M
427,358
+2023%
增持
VLY
VALLEY NATL BANCORP
+$4.4M
690,352
+1927%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$4.3M
2,014,818
+9%
增持
ACWI
ISHARES TR
+$4.3M
96,086
+816%
增持
ICSH
ISHARES TR
+$4.3M
300,642
+127%
增持
VNQ
VANGUARD INDEX FDS
+$4.2M
301,774
+38%
建仓
WPP
WPP PLC NEW
+$4.2M
125,010
减持
GOVT
ISHARES TR
-$4.2M
1,597,226
-16%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$4.2M
914,072
+58%
减持
IUSV
ISHARES TR
-$4.1M
294,886
-27%
增持
COST
COSTCO WHSL CORP NEW
+$4.0M
112,500
+5%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$4.0M
471,882
+336%
增持
CL
COLGATE PALMOLIVE CO
+$4.0M
178,474
+165%
减持
KBWY
INVESCO EXCH TRADED FD TR II
-$4.0M
25,528
-93%
增持
VXUS
VANGUARD STAR FDS
+$3.9M
1,547,030
+13%
建仓
FCTR
FIRST TR EXCHANGE-TRADED FD
+$3.9M
230,910
减持
UPS
UNITED PARCEL SERVICE INC
-$3.9M
179,990
-8%
减持
IUSG
ISHARES TR
-$3.9M
260,824
-24%
减持
FDNI
FIRST TR EXCHANGE TRADED FD
-$3.8M
74,474
-67%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.8M
278,858
+50%
增持
GOOG
ALPHABET INC
+$3.8M
37,200
+2%
增持
MOAT
VANECK ETF TRUST
+$3.7M
188,870
+118%
增持
FMB
FIRST TR EXCH TRADED FD III
+$3.7M
511,922
+35%
增持
SPYG
SPDR SER TR
+$3.7M
710,444
+17%
减持
ITB
ISHARES TR
-$3.7M
113,694
-47%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$3.6M
657,518
+217%
增持
VTIP
VANGUARD MALVERN FDS
+$3.6M
308,792
+81%
减持
MPC
MARATHON PETE CORP
-$3.6M
66,064
-65%
增持
FIS
FIDELITY NATL INFORMATION SV
+$3.6M
88,384
+257%
增持
MSCI
MSCI INC
+$3.6M
15,842
+242%
减持
DIS
DISNEY WALT CO
-$3.6M
517,268
-4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.5M
1,785,100
+12%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
+$3.5M
203,440
+22%
增持
LQD
ISHARES TR
+$3.5M
251,188
+28%
增持
HDV
ISHARES TR
+$3.5M
204,744
+60%
减持
WMB
WILLIAMS COS INC
-$3.4M
209,138
-55%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$3.4M
321,386
+316%
减持
CSCO
CISCO SYS INC
-$3.4M
1,062,912
-13%
增持
DUK
DUKE ENERGY CORP NEW
+$3.4M
250,460
+40%
建仓
PTNQ
PACER FDS TR
+$3.4M
120,542
增持
VYM
VANGUARD WHITEHALL FDS
+$3.3M
1,882,622
+5%
减持
PKW
INVESCO EXCHANGE TRADED FD T
-$3.3M
96,802
-43%
增持
NVS
NOVARTIS AG
+$3.2M
226,336
+71%
增持
VUG
VANGUARD INDEX FDS
+$3.2M
615,056
+3%
增持
ORCL
ORACLE CORP
+$3.2M
250,654
+26%
