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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 5
增持 63
减持 77
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$35.4M
4,361,052
+58%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$33.7M
875,446
-58%
增持
LDSF
FIRST TR EXCHNG TRADED FD VI
+$26.3M
2,974,738
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。
+1068%
减持
DGRO
ISHARES TR
-$18.3M
656,518
-49%
减持
MSFT
MICROSOFT CORP
-$17.0M
1,201,160
-0%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$15.2M
1,958,172
+79%
减持
SPYG
SPDR SER TR
-$14.9M
341,378
-53%
减持
EFG
ISHARES TR
-$14.4M
581,666
-24%
清仓
SHOP
SHOPIFY INC
-$14.3M
0
-100%
减持
HD
HOME DEPOT INC
-$14.2M
233,880
-1%
减持
FTEC
FIDELITY COVINGTON TRUST
-$13.6M
215,026
-46%
增持
VTV
VANGUARD INDEX FDS
+$13.2M
1,178,616
+17%
减持
FDIS
FIDELITY COVINGTON TRUST
-$13.1M
147,966
-66%
增持
IUSB
ISHARES TR
+$12.2M
1,459,958
+61%
增持
ONEQ
FIDELITY COMWLTH TR
+$12.2M
749,258
+165%
减持
IGSB
ISHARES TR
-$11.6M
358,954
-54%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$11.4M
565,080
-4%
增持
FICS
FIRST TR EXCHANGE-TRADED FD
+$11.3M
879,156
+395%
增持
GCC
WISDOMTREE TR
+$11.3M
938,600
+1628%
增持
BIL
SPDR SER TR
+$11.2M
301,128
+442%
增持
QQQ
INVESCO QQQ TR
-$11.2M
804,610
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$11.1M
365,696
-25%
增持
IWS
ISHARES TR
+$10.8M
480,936
+64%
减持
CSCO
CISCO SYS INC
-$10.7M
938,354
-19%
减持
VUG
VANGUARD INDEX FDS
-$10.6M
593,948
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$10.5M
619,152
+31%
减持
ARKK
ARK ETF TR
-$10.3M
614,762
-5%
减持
JPM
JPMORGAN CHASE & CO
-$9.9M
752,606
-3%
增持
NFLX
NETFLIX INC
-$9.9M
93,900
+3%
减持
CVX
CHEVRON CORP NEW
+$9.9M
528,950
-6%
增持
AGOX
STARBOARD INVT TR
+$9.8M
2,560,514
+57%
增持
FJAN
FIRST TR EXCHNG TRADED FD VI
+$9.7M
613,042
+932%
减持
SBUX
STARBUCKS CORP
-$9.6M
316,600
-23%
增持
META
META PLATFORMS INC
-$9.0M
238,408
+13%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$8.9M
230,972
-38%
减持
FBND
FIDELITY MERRIMACK STR TR
-$8.9M
362,150
-46%
减持
PFE
PFIZER INC
-$8.9M
1,111,738
-13%
减持
QCOM
QUALCOMM INC
-$8.7M
240,596
-19%
减持
AAPL
APPLE INC
-$8.5M
4,389,072
-1%
增持
IYE
ISHARES TR
+$8.5M
862,472
+42%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$8.2M
621,560
-9%
增持
SCHD
SCHWAB STRATEGIC TR
+$7.9M
1,203,114
+23%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$7.8M
251,336
-28%
减持
HYG
ISHARES TR
-$7.7M
196,212
-46%
增持
TSLA
TESLA INC
+$7.4M
88,612
+16%
增持
XLV
SELECT SECTOR SPDR TR
+$7.4M
286,774
+65%
减持
LOW
LOWES COS INC
-$7.4M
149,976
-14%
减持
FNCL
FIDELITY COVINGTON TRUST
-$7.3M
593,746
-29%
建仓
QMAR
FIRST TR EXCHNG TRADED FD VI
+$7.2M
638,504
增持
SHV
ISHARES TR
+$7.2M
145,352
+932%
增持
FNDX
SCHWAB STRATEGIC TR
+$7.1M
819,530
+42%
减持
CMCSA
COMCAST CORP NEW
-$7.1M
764,072
-23%
增持
HNDL
STRATEGY SHS
+$7.1M
619,788
+1899%
减持
DIS
DISNEY WALT CO
-$7.1M
523,086
-6%
减持
NVDA
NVIDIA CORPORATION
-$7.0M
497,682
-2%
增持
ESGU
ISHARES TR
+$7.0M
2,010,222
+14%
清仓
PGHY
INVESCO EXCH TRADED FD TR II
-$6.8M
0
-100%
增持
IWP
ISHARES TR
+$6.8M
363,748
+82%
增持
PYPL
PAYPAL HLDGS INC
-$6.7M
247,732
+11%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$6.6M
294,694
+1763%
减持
—
EXXON MOBIL CORP
+$6.4M
888,432
-10%
增持
VXUS
VANGUARD STAR FDS
+$6.4M
1,990,482
+19%
增持
FTRI
FIRST TR EXCHANGE TRADED FD
+$6.4M
1,566,206
+64%
减持
CVS
CVS HEALTH CORP
-$6.4M
322,532
-27%
减持
EFA
ISHARES TR
-$6.2M
770,246
-12%
减持
IXG
ISHARES TR
-$6.2M
80,058
-66%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$6.1M
518,908
+1307%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$6.1M
338,864
-35%
减持
ARKW
ARK ETF TR
-$6.1M
13,908
-88%
增持
XLF
SELECT SECTOR SPDR TR
+$6.0M
1,043,688
+46%
增持
IEI
ISHARES TR
+$5.9M
201,632
+101%
减持
BAC
BK OF AMERICA CORP
-$5.7M
735,682
-22%
增持
BSV
VANGUARD BD INDEX FDS
+$5.7M
869,234
+25%
减持
IWM
ISHARES TR
-$5.5M
289,218
-9%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$5.5M
872,878
+98%
增持
GOVT
ISHARES TR
+$5.5M
1,997,856
+37%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$5.4M
172,554
-10%
增持
VO
VANGUARD INDEX FDS
+$5.3M
354,040
+23%
减持
VZ
VERIZON COMMUNICATIONS INC
-$5.3M
1,510,346
-10%
减持
USMV
ISHARES TR
-$5.2M
1,037,008
-8%
减持
IMCG
ISHARES TR
-$5.2M
193,728
-38%
增持
VTI
VANGUARD INDEX FDS
-$5.1M
1,139,310
+2%
减持
FENY
FIDELITY COVINGTON TRUST
-$5.1M
358,650
-69%
减持
FCTR
FIRST TR EXCHANGE-TRADED FD
-$5.0M
35,770
-89%
减持
IWF
ISHARES TR
-$4.9M
263,116
-3%
减持
JNK
SPDR SER TR
-$4.9M
51,188
-63%
减持
MTUM
ISHARES TR
-$4.8M
106,916
-30%
减持
IXN
ISHARES TR
-$4.8M
313,884
-27%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$4.8M
509,994
+60%
建仓
GNR
SPDR INDEX SHS FDS
+$4.8M
151,924
增持
MDYV
SPDR SER TR
+$4.7M
162,288
+484%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.6M
1,964,590
+4%
增持
FBCG
FIDELITY COVINGTON TRUST
+$4.6M
612,254
+127%
增持
VOO
VANGUARD INDEX FDS
+$4.6M
274,730
+14%
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$4.5M
94,408
-40%
建仓
USFR
WISDOMTREE TR
+$4.4M
175,898
清仓
ENB
ENBRIDGE INC
-$4.4M
0
-100%
增持
COMT
ISHARES U S ETF TR
+$4.3M
493,780
+37%
增持
SPYD
SPDR SER TR
+$4.3M
205,438
+1738%
增持
SMH
VANECK ETF TRUST
+$4.2M
60,618
+137%
减持
FCOR
FIDELITY MERRIMACK STR TR
-$4.2M
9,488
-94%
增持
COWZ
PACER FDS TR
+$4.2M
474,588
+47%
减持
ABT
ABBOTT LABS
-$4.1M
288,854
-4%
减持
AGG
ISHARES TR
-$4.0M
651,398
-5%
减持
PTBD
PACER FDS TR
-$4.0M
510,444
-33%
减持
—
ISHARES TR
-$4.0M
76,006
-80%
减持
LQD
ISHARES TR
-$3.9M
211,908
-16%
减持
SHW
SHERWIN WILLIAMS CO
-$3.9M
56,692
-9%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.9M
75,384
+49%
减持
MPC
MARATHON PETE CORP
-$3.9M
65,326
-69%
减持
ISCG
ISHARES TR
-$3.9M
12,480
-93%
增持
FQAL
FIDELITY COVINGTON TRUST
+$3.8M
379,464
+75%
减持
VOT
VANGUARD INDEX FDS
-$3.8M
149,794
-7%
增持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$3.8M
329,096
+76%
增持
LMT
LOCKHEED MARTIN CORP
+$3.8M
79,904
+3%
减持
PAVE
GLOBAL X FDS
-$3.8M
576,756
-30%
减持
GOOG
ALPHABET INC
-$3.8M
33,468
-4%
减持
F
FORD MTR CO DEL
-$3.8M
1,420,174
-6%
建仓
PECO
PHILLIPS EDISON & CO INC
+$3.7M
216,588
增持
IJR
ISHARES TR
-$3.7M
2,139,314
+3%
减持
NGG
NATIONAL GRID PLC
-$3.7M
89,010
-55%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.7M
48
+20%
增持
DON
WISDOMTREE TR
+$3.7M
1,013,842
+19%
增持
IVE
ISHARES TR
+$3.7M
260,562
+23%
减持
TGT
TARGET CORP
-$3.7M
127,252
-14%
减持
NXTG
FIRST TR EXCHANGE TRADED FD
-$3.6M
265,534
-20%
增持
SCHG
SCHWAB STRATEGIC TR
-$3.6M
910,224
+98%
减持
XLY
SELECT SECTOR SPDR TR
-$3.6M
34,516
-48%
增持
SPSB
SPDR SER TR
+$3.6M
389,834
+160%
减持
ACWV
ISHARES INC
-$3.5M
370,948
-13%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$3.5M
1,186,060
+19%
增持
DE
DEERE & CO
+$3.5M
50,930
+23%
减持
CWB
SPDR SER TR
-$3.5M
407,952
-12%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$3.4M
54,904
-67%
清仓
—
WISDOMTREE TR
-$3.4M
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$3.4M
444,108
-16%
建仓
AVUS
AMERICAN CENTY ETF TR
+$3.3M
86,778
清仓
CNI
CANADIAN NATL RY CO
-$3.3M
0
-100%
减持
—
ISHARES TR
-$3.3M
117,086
-69%
减持
WM
WASTE MGMT INC DEL
-$3.3M
122,394
-22%
减持
EEM
ISHARES TR
-$3.3M
348,300
-24%
增持
FXN
FIRST TR EXCHANGE TRADED FD
+$3.2M
569,448
+163%
减持
QCLN
FIRST TR EXCHANGE-TRADED FD
-$3.2M
220,936
-27%
减持
PG
PROCTER AND GAMBLE CO
-$3.2M
474,890
-2%
增持
VDC
VANGUARD WORLD FDS
+$3.2M
255,004
+17%
增持
VDE
VANGUARD WORLD FDS
+$3.1M
152,550
+18%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.1M
269,708
-15%
增持
LIT
GLOBAL X FDS
+$3.1M
150,802
+132%
增持
AMZN
AMAZON COM INC
+$3.1M
93,266
+4%
减持
LVS
LAS VEGAS SANDS CORP
-$3.0M
36,302
-82%
