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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 2
增持 50
减持 88
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$63.1M
4,411,968
-5%
增持
IVV
ISHARES TR
+$46.3M
1,275,216
+7%
减持
SCHM
SCHWAB STRATEGIC TR
-$37.6M
80,658
-92%
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
VIG
VANGUARD SPECIALIZED FUNDS
-$33.4M
681,946
-43%
减持
SCHV
SCHWAB STRATEGIC TR
-$26.9M
318,074
-72%
减持
SCHG
SCHWAB STRATEGIC TR
-$26.0M
459,870
-46%
增持
QQQ
INVESCO QQQ TR
+$25.6M
789,484
+7%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$25.6M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$23.3M
509,340
+2%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$23.0M
2,760,382
+35%
增持
ESGU
ISHARES TR
+$21.7M
1,758,598
+18%
建仓
AGOX
STARBOARD INVT TR
+$20.8M
1,635,272
减持
AMZN
AMAZON COM INC
-$19.4M
89,358
-13%
减持
QLD
PROSHARES TR
-$19.2M
4,944
-99%
减持
SDY
SPDR SER TR
-$16.9M
367,558
-47%
清仓
SSO
PROSHARES TR
-$15.6M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$14.7M
18,782
-94%
减持
MTUM
ISHARES TR
-$14.6M
152,132
-53%
减持
SCHZ
SCHWAB STRATEGIC TR
-$14.5M
38,894
-93%
增持
QCOM
QUALCOMM INC
+$14.0M
296,276
+46%
增持
SHOP
SHOPIFY INC
+$13.8M
20,776
+2634%
减持
IGIB
ISHARES TR
-$13.1M
182,178
-70%
减持
ARKK
ARK ETF TR
-$13.0M
649,370
-18%
增持
MGV
VANGUARD WORLD FD
+$12.8M
307,106
+313%
减持
EFAV
ISHARES TR
-$12.5M
293,642
-53%
减持
BND
VANGUARD BD INDEX FDS
-$12.4M
391,446
-42%
减持
C
CITIGROUP INC
-$12.1M
316,720
-49%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$11.9M
1,498,138
+32%
减持
UNH
UNITEDHEALTH GROUP INC
+$11.0M
197,774
-0%
减持
VB
VANGUARD INDEX FDS
-$11.0M
431,112
-21%
增持
USMV
ISHARES TR
+$10.7M
1,123,856
+19%
减持
V
VISA INC
-$10.6M
287,646
-23%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$10.5M
2,009,592
+97%
减持
—
BLACKROCK INC
-$10.5M
24,546
-53%
减持
CMCSA
COMCAST CORP NEW
-$9.8M
991,880
-20%
减持
LMT
LOCKHEED MARTIN CORP
-$9.8M
77,844
-43%
减持
MGC
VANGUARD WORLD FD
-$9.6M
21,940
-85%
增持
FDIS
FIDELITY COVINGTON TRUST
+$9.4M
429,074
+81%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.9M
590,954
+2%
减持
WFC
WELLS FARGO CO NEW
-$8.9M
339,292
-54%
增持
DGRW
WISDOMTREE TR
+$8.8M
1,217,208
+14%
减持
AXP
AMERICAN EXPRESS CO
-$8.8M
86,910
-54%
增持
VYM
VANGUARD WHITEHALL FDS
+$8.3M
1,884,298
+0%
减持
ABBV
ABBVIE INC
+$8.3M
657,436
-2%
减持
TSLA
TESLA INC
+$8.2M
76,324
-8%
清仓
BHK
BLACKROCK CORE BD TR
-$8.1M
0
-100%
增持
FAD
FIRST TR MULTI CAP GROWTH AL
+$8.1M
189,758
+191%
减持
IJR
ISHARES TR
-$8.0M
2,079,938
-11%
减持
T
AT&T INC
-$8.0M
2,077,788
-16%
增持
CSCO
CISCO SYS INC
+$8.0M
1,164,264
+10%
增持
ESGD
ISHARES TR
+$8.0M
279,160
+249%
减持
SCHX
SCHWAB STRATEGIC TR
-$7.8M
21,436
-88%
减持
SNY
SANOFI
-$7.7M
35,062
-90%
增持
PG
PROCTER AND GAMBLE CO
+$7.6M
482,550
+6%
增持
VTV
VANGUARD INDEX FDS
+$7.4M
1,005,018
+2%
减持
SQ
BLOCK INC
-$7.2M
170,598
-3%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.2M
999,864
-18%
减持
HD
HOME DEPOT INC
+$7.0M
236,950
-8%
增持
FENY
FIDELITY COVINGTON TRUST
+$7.0M
1,162,392
+357%
增持
UPS
UNITED PARCEL SERVICE INC
+$6.9M
217,166
+21%
减持
MRK
MERCK &CO INC
-$6.9M
511,678
-27%
减持
VUG
VANGUARD INDEX FDS
+$6.7M
598,124
-3%
清仓
FNDA
SCHWAB STRATEGIC TR
-$6.7M
0
-100%
增持
F
FORD MTR CO DEL
+$6.7M
1,517,384
+19%
增持
GSLC
GOLDMAN SACHS ETF TR
+$6.7M
184,148
+284%
减持
BDX
BECTON DICKINSON &CO
-$6.7M
19,784
-73%
增持
PYPL
PAYPAL HLDGS INC
-$6.6M
222,688
+5%
增持
IGSB
ISHARES TR
+$6.6M
774,586
+48%
减持
SPY
SPDR S&P 500 ETF TR
+$6.6M
358,590
-2%
减持
DGRO
ISHARES TR
-$6.3M
1,290,198
-23%
减持
DFUS
DIMENSIONAL ETF TRUST
-$6.3M
553,996
-36%
减持
SCHB
SCHWAB STRATEGIC TR
-$6.3M
41,926
-75%
减持
KBE
SPDR SER TR
-$6.2M
67,154
-78%
减持
KO
COCA COLA CO
-$6.1M
670,798
-32%
减持
MRNA
MODERNA INC
-$6.1M
35,146
-36%
减持
COST
COSTCO WHSL CORP NEW
+$6.1M
110,454
-2%
减持
GIS
GENERAL MLS INC
-$6.0M
222,580
-51%
减持
SPDW
SPDR INDEX SHS FDS
-$6.0M
283,450
-54%
增持
ITOT
ISHARES TR
+$6.0M
711,664
+9%
增持
VGT
VANGUARD WORLD FDS
+$5.9M
157,240
+5%
减持
META
META PLATFORMS INC
-$5.9M
210,954
-13%
减持
FCOR
FIDELITY MERRIMACK STR TR
-$5.9M
161,112
-57%
减持
IJH
ISHARES TR
-$5.8M
328,842
-17%
减持
ADI
ANALOG DEVICES INC
-$5.7M
29,372
-70%
清仓
—
ISHARES TR
-$5.7M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$5.7M
507,870
+11%
减持
SCHR
SCHWAB STRATEGIC TR
-$5.7M
10,918
-95%
增持
CVX
CHEVRON CORP NEW
+$5.7M
565,544
+4%
减持
MINT
PIMCO ETF TR
-$5.7M
117,332
-49%
减持
ICSH
ISHARES TR
-$5.6M
79,696
-73%
增持
IVE
ISHARES TR
+$5.5M
212,258
+38%
增持
XT
ISHARES TR
+$5.4M
346,504
+81%
增持
TGT
TARGET CORP
+$5.4M
148,342
+44%
清仓
WEA
WESTERN ASSET PREMIER BD FD
-$5.4M
0
-100%
减持
FSK
FS KKR CAP CORP
-$5.2M
2,336,124
-13%
增持
FTEC
FIDELITY COVINGTON TRUST
+$5.2M
396,754
+9%
清仓
JHS
HANCOCK JOHN INCOME SECS TR
-$5.2M
0
-100%
减持
MHD
BLACKROCK MUNIHOLDINGS FD IN
-$5.2M
24,176
-96%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$5.1M
1,476,406
-1%
减持
BX
BLACKSTONE INC
-$5.1M
261,948
-31%
减持
ENB
ENBRIDGE INC
-$5.1M
223,464
-53%
增持
MGK
VANGUARD WORLD FD
+$5.0M
91,482
+55%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$5.0M
526,776
+391%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$5.0M
1,423,658
-4%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$5.0M
351,276
-18%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.9M
576,302
+30%
减持
SCHF
SCHWAB STRATEGIC TR
-$4.9M
177,944
-59%
减持
SCHD
SCHWAB STRATEGIC TR
-$4.9M
978,552
-18%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$4.8M
41,668
-91%
减持
EVN
EATON VANCE MUNI INCOME TRUS
-$4.7M
95,596
-88%
减持
MSFT
MICROSOFT CORP
+$4.7M
1,202,404
-14%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$4.6M
0
-100%
增持
MPC
MARATHON PETE CORP
+$4.6M
208,084
+215%
减持
MCD
MCDONALDS CORP
-$4.6M
173,774
-25%
建仓
DNOV
FIRST TR EXCHNG TRADED FD VI
+$4.6M
260,526
增持
WMB
WILLIAMS COS INC
+$4.6M
560,244
+168%
减持
AVGO
BROADCOM INC
+$4.6M
55,684
-3%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$4.5M
0
-100%
增持
ABT
ABBOTT LABS
+$4.5M
300,420
+7%
减持
SHAG
WISDOMTREE TR
-$4.5M
76,398
-70%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$4.5M
365,152
+20%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$4.5M
172,148
-38%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.4M
1,684,806
-6%
减持
COR
AMERISOURCEBERGEN CORP
-$4.4M
18,734
-80%
减持
PTY
PIMCO CORPORATE &INCOME OPP
-$4.4M
163,018
-74%
减持
VLY
VALLEY NATL BANCORP
-$4.4M
34,258
-95%
增持
IWB
ISHARES TR
+$4.3M
189,106
+11%
减持
SBUX
STARBUCKS CORP
-$4.3M
410,998
-20%
增持
IUSV
ISHARES TR
+$4.3M
386,632
+31%
增持
FBCG
FIDELITY COVINGTON TRUST
+$4.3M
269,486
+1090%
减持
GOOGL
ALPHABET INC
-$4.3M
39,264
-14%
减持
ACWI
ISHARES TR
-$4.2M
10,842
-89%
减持
FREL
FIDELITY COVINGTON TRUST
-$4.2M
260,026
-55%
清仓
WPP
WPP PLC NEW
-$4.2M
0
-100%
减持
FUTY
FIDELITY COVINGTON TRUST
-$4.2M
111,164
-66%
增持
VXUS
VANGUARD STAR FDS
+$4.2M
1,670,022
+8%
增持
WM
WASTE MGMT INC DEL
+$4.0M
156,114
+30%
减持
PFE
PFIZER INC
+$4.0M
1,274,186
-18%
增持
BAC
BK OF AMERICA CORP
+$4.0M
937,568
+18%
减持
PEP
PEPSICO INC
-$3.9M
300,612
-25%
增持
DOCU
DOCUSIGN INC
-$3.9M
79,846
+3%
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.9M
27,478
-69%
增持
IWD
ISHARES TR
+$3.9M
526,942
+2%
减持
IBUY
AMPLIFY ETF TR
-$3.8M
19,920
-77%
减持
VO
VANGUARD INDEX FDS
-$3.8M
288,758
-16%
减持
ICF
ISHARES TR
+$3.8M
744,410
-1%
减持
VOE
VANGUARD INDEX FDS
-$3.8M
222,356
-24%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$3.7M
298,590
-24%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$3.7M
449,940
+49%
减持
NVS
NOVARTIS AG
-$3.7M
126,860
-44%
