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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 3
增持 75
减持 67
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
-$146.4M
516,997
+475%
增持
GOOG
ALPHABET INC
-$82.2M
453,249
+688%
减持
BND
VANGUARD BD INDEX FDS
-$33.0M
176,714
-71%
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
DVY
ISHARES TR
+$32.7M
472,850
+208%
减持
VTV
VANGUARD INDEX FDS
-$31.1M
695,058
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$30.3M
1,141,152
-35%
增持
IVV
ISHARES TR
+$27.5M
755,983
+18%
减持
VYM
VANGUARD WHITEHALL FDS
-$26.8M
966,948
-17%
减持
SPY
SPDR S&P 500 ETF TR
-$24.3M
215,991
-20%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$22.4M
83,641
-93%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$22.1M
1,279,481
+565%
增持
BIL
SPDR SER TR
+$19.5M
678,737
+46%
减持
ITOT
ISHARES TR
-$18.6M
316,914
-39%
减持
SCHX
SCHWAB STRATEGIC TR
-$18.4M
34,458
-92%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$18.1M
1,132,524
-25%
减持
VO
VANGUARD INDEX FDS
-$17.9M
173,984
-32%
增持
EES
WISDOMTREE TR
+$17.8M
480,134
+1862%
增持
AMZN
AMAZON COM INC
+$16.9M
1,146,673
+8%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$16.7M
930,418
+925%
增持
—
KELLOGG CO
+$14.9M
294,061
+275%
减持
VUG
VANGUARD INDEX FDS
-$14.7M
403,170
-11%
减持
QQQ
INVESCO QQQ TR
-$14.6M
441,336
-7%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$14.6M
1,560,974
-15%
减持
VB
VANGUARD INDEX FDS
-$14.5M
237,521
-24%
减持
XLU
SELECT SECTOR SPDR TR
-$13.8M
237,406
-43%
增持
USFR
WISDOMTREE TR
+$13.4M
690,834
+63%
减持
BSV
VANGUARD BD INDEX FDS
-$13.1M
632,305
-20%
增持
VHT
VANGUARD WORLD FDS
+$12.9M
115,232
+111%
减持
TIP
ISHARES TR
-$12.6M
390,829
-17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$12.4M
480,035
+118%
增持
IVE
ISHARES TR
+$12.3M
231,891
+82%
减持
VTIP
VANGUARD MALVERN FDS
-$12.2M
279,564
-45%
减持
VOO
VANGUARD INDEX FDS
-$12.0M
168,874
-13%
增持
IJH
ISHARES TR
+$11.9M
255,291
+31%
增持
IEFA
ISHARES TR
+$11.8M
806,943
+55%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$11.6M
817,172
-13%
增持
COWZ
PACER FDS TR
+$11.4M
604,040
+95%
减持
IEF
ISHARES TR
-$11.2M
88,367
-54%
增持
GOVT
ISHARES TR
+$10.7M
1,612,806
+48%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$10.6M
1,299,573
-20%
增持
SPYG
SPDR SER TR
+$10.4M
390,691
+123%
增持
FAAR
FIRST TR EXCHANGE TRAD FD VI
+$10.3M
404,928
+499%
减持
SCHO
SCHWAB STRATEGIC TR
-$10.3M
10,828
-95%
减持
ACWV
ISHARES INC
-$10.1M
199,942
-32%
增持
HDV
ISHARES TR
+$10.0M
328,192
+65%
增持
TLT
ISHARES TR
+$10.0M
152,565
+212%
增持
AOA
ISHARES TR
+$10.0M
208,363
+692%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$9.8M
376,802
+3598%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$9.6M
638,872
+387%
减持
MGK
VANGUARD WORLD FD
-$9.3M
23,843
-68%
减持
IJR
ISHARES TR
-$8.4M
952,304
-4%
减持
AGOX
STARBOARD INVT TR
-$8.3M
1,009,265
-27%
减持
VXUS
VANGUARD STAR FDS
-$7.9M
1,102,614
-2%
增持
IGSB
ISHARES TR
+$7.8M
335,682
+94%
增持
ARTNA
ARTESIAN RES CORP
+$7.7M
241,047
+204%
增持
SGOL
ABRDN GOLD ETF TRUST
+$7.7M
499,472
+3252%
增持
BSX
BOSTON SCIENTIFIC CORP
+$7.6M
360,734
+112%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.6M
566,254
-19%
减持
DFUS
DIMENSIONAL ETF TRUST
-$7.5M
547,386
-23%
减持
META
META PLATFORMS INC
-$7.5M
146,591
-14%
增持
FLOT
ISHARES TR
+$7.2M
301,373
+89%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$7.1M
566,148
-15%
建仓
UTWO
RBB FD INC
+$7.0M
142,009
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$6.9M
597,798
+24%
减持
STIP
ISHARES TR
-$6.7M
63,671
-50%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$6.7M
433,421
+45%
增持
SCHD
SCHWAB STRATEGIC TR
+$6.6M
835,253
+22%
减持
FTRI
FIRST TR EXCHANGE TRADED FD
-$6.3M
198,252
-70%
减持
HYLB
DBX ETF TR
-$6.3M
24,052
-89%
建仓
FTHI
FIRST TR EXCHANGE-TRADED FD
+$6.2M
335,510
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$6.0M
35,015
-18%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$6.0M
155,790
-19%
增持
VZ
VERIZON COMMUNICATIONS INC
-$6.0M
929,414
+14%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.0M
163,616
+103%
增持
JAAA
JANUS DETROIT STR TR
+$5.9M
154,141
+358%
减持
IUSV
ISHARES TR
-$5.9M
173,248
-31%
清仓
AUPH
AURINIA PHARMACEUTICALS INC
-$5.9M
0
-100%
增持
SHY
ISHARES TR
+$5.9M
261,056
+41%
增持
DON
WISDOMTREE TR
+$5.7M
654,444
+35%
增持
DFAC
DIMENSIONAL ETF TRUST
+$5.7M
1,707,262
+23%
增持
DBMF
LITMAN GREGORY FDS TR
+$5.6M
197,386
+487%
减持
GLD
SPDR GOLD TR
-$5.6M
132,197
-14%
减持
MINT
PIMCO ETF TR
-$5.5M
183,148
-23%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$5.5M
330,036
-5%
减持
VXF
VANGUARD INDEX FDS
-$5.4M
61,462
-39%
增持
IBDR
ISHARES TR
+$5.4M
259,417
+925%
增持
VBR
VANGUARD INDEX FDS
+$5.3M
129,001
+47%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$5.3M
106,989
-46%
增持
FXU
FIRST TR EXCHANGE TRADED FD
+$5.3M
201,357
+663%
减持
SCHV
SCHWAB STRATEGIC TR
-$5.3M
175,216
-29%
减持
WMT
WALMART INC
-$5.2M
215,613
-21%
减持
IHDG
WISDOMTREE TR
-$5.0M
234,646
-35%
增持
FCX
FREEPORT-MCMORAN INC
+$5.0M
298,328
+175%
减持
NKE
NIKE INC
-$4.9M
125,589
-16%
减持
V
VISA INC
-$4.9M
172,707
-4%
增持
CVS
CVS HEALTH CORP
+$4.9M
218,654
+27%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$4.8M
1,005,022
+41%
增持
INTC
INTEL CORP
-$4.8M
437,773
+2%
增持
IUSB
ISHARES TR
+$4.8M
939,271
+19%
增持
SJNK
SPDR SER TR
+$4.7M
221,316
+938%
减持
VTEB
VANGUARD MUN BD FDS
-$4.7M
92,360
-50%
清仓
IQDG
WISDOMTREE TR
-$4.7M
0
-100%
建仓
USOI
CREDIT SUISSE NASSAU BRANCH
+$4.7M
57,456
减持
DGRW
WISDOMTREE TR
-$4.7M
478,006
-10%
减持
FPE
FIRST TR EXCH TRADED FD III
-$4.7M
891,039
-21%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$4.7M
328,882
+357%
增持
EFG
ISHARES TR
+$4.6M
361,432
+35%
增持
NEE
NEXTERA ENERGY INC
+$4.4M
353,627
+17%
减持
CDC
VICTORY PORTFOLIOS II
-$4.3M
61,863
-49%
减持
MUB
ISHARES TR
-$4.3M
147,733
-19%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$4.3M
438,319
-17%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.2M
829,961
+30%
增持
FNDX
SCHWAB STRATEGIC TR
+$4.2M
324,350
+46%
减持
VBK
VANGUARD INDEX FDS
-$4.2M
24,001
-47%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.1M
128,360
+9%
增持
T
AT&T INC
-$4.0M
1,206,088
+12%
增持
NVDA
NVIDIA CORPORATION
-$4.0M
273,327
+11%
增持
CSCO
CISCO SYS INC
+$4.0M
630,115
+27%
减持
MTUM
ISHARES TR
-$4.0M
48,475
-36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.0M
423,858
+6%
减持
EMLC
VANECK ETF TRUST
-$4.0M
11,750
-93%
减持
IJS
ISHARES TR
-$4.0M
115,045
-24%
增持
XLV
SELECT SECTOR SPDR TR
+$3.9M
242,445
+22%
增持
ABBV
ABBVIE INC
+$3.9M
357,965
+24%
减持
ONEQ
FIDELITY COMWLTH TR
-$3.9M
241,994
-25%
增持
MPC
MARATHON PETE CORP
+$3.8M
69,657
+86%
增持
FNV
FRANCO NEV CORP
+$3.8M
49,844
+203%
增持
ALB
ALBEMARLE CORP
+$3.7M
20,314
+159%
增持
—
BARCLAYS BANK PLC
+$3.7M
599,043
+54%
减持
SCHA
SCHWAB STRATEGIC TR
-$3.7M
22,973
-80%
增持
FMF
FIRST TR EXCHANGE-TRADED FD
+$3.7M
248,556
+41%
减持
EMB
ISHARES TR
-$3.7M
36,754
-52%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.7M
14,004
-35%
清仓
FIVA
FIDELITY COVINGTON TRUST
-$3.6M
0
-100%
增持
IWM
ISHARES TR
+$3.6M
182,799
+16%
减持
SMH
VANECK ETF TRUST
-$3.5M
11,721
-58%
增持
EFV
ISHARES TR
-$3.5M
754,594
+0%
增持
LVS
LAS VEGAS SANDS CORP
+$3.5M
110,142
+501%
增持
IWB
ISHARES TR
+$3.5M
115,913
+24%
清仓
SPYX
SPDR SER TR
-$3.5M
0
-100%
增持
WMB
WILLIAMS COS INC
+$3.5M
324,223
+75%
减持
USMV
ISHARES TR
-$3.5M
503,546
-4%
清仓
—
GSK PLC
-$3.5M
0
-100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.5M
249,497
+35%
减持
FSK
FS KKR CAP CORP
-$3.4M
1,150,570
-2%
增持
FENY
FIDELITY COVINGTON TRUST
+$3.4M
364,973
+84%
增持
XLF
SELECT SECTOR SPDR TR
+$3.4M
713,005
+23%
减持
AVGO
BROADCOM INC
-$3.4M
32,665
-11%
减持
LLY
LILLY ELI & CO
-$3.3M
65,846
-13%
增持
LOW
LOWES COS INC
+$3.3M
93,461
+15%
