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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 10
增持 116
减持 24
方向
标的
Δ市值
现股数(环比)
增持
PH
PARKER-HANNIFIN CORP
+$175.0M
606,271
+10561%
增持
SPY
SPDR S&P 500 ETF TR
+$95.8M
452,190
+109%
增持
USFR
WISDOMTREE TR
+$65.1M
1,985,581
+187%
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
AAPL
APPLE INC
-$37.0M
2,316,010
-5%
增持
VTV
VANGUARD INDEX FDS
+$32.8M
844,947
+22%
减持
BIL
SPDR SER TR
-$29.5M
357,248
-47%
建仓
AVSF
AMERICAN CENTY ETF TR
+$28.5M
620,776
建仓
AVSU
AMERICAN CENTY ETF TR
+$27.7M
605,977
增持
AMZN
AMAZON COM INC
-$27.5M
1,214,668
+6%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$25.8M
1,602,461
+40%
增持
HYG
ISHARES TR
+$23.7M
437,794
+267%
增持
MBB
ISHARES TR
+$23.6M
353,007
+253%
增持
VUG
VANGUARD INDEX FDS
+$23.6M
515,418
+28%
增持
COWZ
PACER FDS TR
+$23.6M
1,044,966
+73%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$23.0M
892,642
+106%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$23.0M
311,028
-69%
减持
TIP
ISHARES TR
-$22.4M
175,189
-55%
减持
TSLA
TESLA INC
-$22.1M
148,802
-2%
增持
JPM
JPMORGAN CHASE &CO
+$22.0M
524,086
+14%
建仓
SPYX
SPDR SER TR
+$21.1M
226,121
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$21.1M
1,543,932
+36%
增持
DE
DEERE &CO
+$20.9M
73,946
+129%
增持
IVV
ISHARES TR
+$20.0M
757,792
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$19.4M
746,661
+142%
增持
VOO
VANGUARD INDEX FDS
+$18.7M
210,999
+25%
增持
ESGD
ISHARES TR
+$18.5M
440,257
+136%
增持
XLE
SELECT SECTOR SPDR TR
+$17.7M
519,889
+35%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$17.4M
1,777,485
+14%
增持
CAT
CATERPILLAR INC
+$16.7M
128,894
+49%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$16.5M
944,884
+16%
增持
IVE
ISHARES TR
+$16.3M
317,877
+37%
增持
HDV
ISHARES TR
+$15.8M
438,518
+34%
减持
GOVT
ISHARES TR
-$15.3M
943,776
-41%
减持
—
KELLOGG CO
-$15.2M
74,526
-75%
增持
IUSB
ISHARES TR
+$15.1M
1,266,387
+35%
增持
CVX
CHEVRON CORP NEW
+$15.0M
322,455
+8%
增持
SJNK
SPDR SER TR
+$14.8M
829,522
+275%
增持
EFV
ISHARES TR
+$14.8M
956,365
+27%
增持
USO
UNITED STS OIL FD LP
+$14.6M
249,283
+466%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$14.1M
891,924
+58%
增持
SUB
ISHARES TR
+$13.8M
169,961
+342%
增持
XLV
SELECT SECTOR SPDR TR
+$13.6M
316,034
+30%
增持
SHYG
ISHARES TR
+$13.2M
428,726
+296%
增持
JNJ
JOHNSON &JOHNSON
+$13.0M
376,009
+15%
增持
—
EXXON MOBIL CORP
+$13.0M
513,917
+3%
增持
VYMI
VANGUARD WHITEHALL FDS
+$12.8M
228,125
+1418%
增持
VXUS
VANGUARD STAR FDS
+$12.4M
1,215,510
+10%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$12.2M
374,234
+13%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$12.1M
690,139
+162%
增持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$12.0M
416,094
+2716%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$11.9M
1,055,038
+27%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$11.8M
328,743
-67%
增持
V
VISA INC
+$11.5M
202,940
+18%
增持
—
EATON CORP PLC
+$11.4M
107,109
+162%
建仓
AVDE
AMERICAN CENTY ETF TR
+$11.3M
212,585
增持
PG
PROCTER AND GAMBLE CO
+$11.3M
330,836
+7%
增持
SPYV
SPDR SER TR
+$10.9M
369,452
+264%
减持
SPYD
SPDR SER TR
-$10.8M
43,376
-88%
建仓
DECW
AIM ETF PRODUCTS TRUST
+$10.8M
442,376
增持
JNK
SPDR SER TR
+$10.8M
133,270
+850%
增持
SCHD
SCHWAB STRATEGIC TR
+$10.7M
876,524
+5%
增持
SPYM
SPDR SER TR
+$10.6M
410,170
+120%
减持
IGSB
ISHARES TR
-$10.5M
121,263
-64%
增持
VB
VANGUARD INDEX FDS
+$10.2M
276,604
+16%
增持
IJR
ISHARES TR
+$10.0M
982,978
+3%
增持
MRK
MERCK &CO INC
+$10.0M
310,054
+9%
增持
MSFT
MICROSOFT CORP
+$10.0M
756,598
+3%
减持
GCC
WISDOMTREE TR
-$9.6M
13,987
-97%
减持
ABBV
ABBVIE INC
+$9.6M
356,402
-0%
增持
SYK
STRYKER CORPORATION
+$9.5M
92,065
+44%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$9.3M
129,416
减持
AOA
ISHARES TR
-$9.1M
40,965
-80%
增持
EEMV
ISHARES INC
+$9.0M
419,498
+60%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$9.0M
540,953
+960%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.0M
591,607
+38%
增持
EMR
EMERSON ELEC CO
+$8.8M
171,736
+64%
减持
SHV
ISHARES TR
-$8.8M
58,953
-58%
增持
BA
BOEING CO
+$8.8M
114,183
+7%
增持
IVW
ISHARES TR
+$8.6M
449,962
+47%
增持
VUSB
VANGUARD BD INDEX FDS
+$8.5M
188,765
+1061%
增持
TXN
TEXAS INSTRS INC
+$8.4M
158,438
+38%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.4M
747,300
+32%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$8.4M
877,194
-34%
增持
DHS
WISDOMTREE TR
+$8.3M
165,937
+112%
增持
MTUM
ISHARES TR
+$8.3M
100,587
+108%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.3M
780,558
+58%
增持
MA
MASTERCARD INCORPORATED
+$8.2M
73,278
+21%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.1M
35,174
+58%
增持
ITW
ILLINOIS TOOL WKS INC
+$8.0M
53,693
+156%
增持
HD
HOME DEPOT INC
+$8.0M
137,228
+7%
增持
FCX
FREEPORT-MCMORAN INC
+$8.0M
425,858
+43%
增持
QQQ
INVESCO QQQ TR
+$7.9M
472,523
+7%
增持
HON
HONEYWELL INTL INC
+$7.8M
93,244
+28%
增持
ESGV
VANGUARD WORLD FD
+$7.8M
122,505
+2575%
减持
CWB
SPDR SER TR
-$7.8M
38,444
-76%
增持
IWF
ISHARES TR
+$7.7M
178,935
+23%
增持
IGIB
ISHARES TR
+$7.7M
281,300
+118%
增持
EFG
ISHARES TR
+$7.6M
403,951
+12%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.6M
590,194
+23%
建仓
IBDW
ISHARES TR
+$7.4M
372,802
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$7.4M
257,695
+13%
增持
DHR
DANAHER CORPORATION
+$7.3M
79,891
+48%
增持
MCD
MCDONALDS CORP
+$7.2M
118,301
+14%
增持
SPYG
SPDR SER TR
+$7.2M
527,517
+35%
增持
AVGO
BROADCOM INC
+$7.1M
38,706
+18%
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.1M
681,634
+25%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$7.1M
180,821
-55%
增持
VTEB
VANGUARD MUN BD FDS
+$7.0M
231,779
+151%
增持
IYW
ISHARES TR
+$6.9M
198,706
+85%
增持
AGOX
STARBOARD INVT TR
+$6.9M
1,279,913
+27%
增持
KO
COCA COLA CO
+$6.8M
488,681
+13%
增持
CMI
CUMMINS INC
+$6.7M
43,695
+131%
减持
ARTNA
ARTESIAN RES CORP
-$6.7M
83,505
-65%
减持
BSX
BOSTON SCIENTIFIC CORP
-$6.4M
164,253
-54%
增持
IJH
ISHARES TR
+$6.3M
257,569
+1%
增持
IHDG
WISDOMTREE TR
+$6.2M
410,796
+75%
减持
DBMF
LITMAN GREGORY FDS TR
-$6.2M
16,737
-92%
建仓
AVDV
AMERICAN CENTY ETF TR
+$6.2M
111,403
减持
IEFA
ISHARES TR
-$6.1M
590,116
-27%
增持
IWD
ISHARES TR
+$6.1M
274,809
+5%
增持
JHMM
JOHN HANCOCK EXCHANGE TRADED
+$6.0M
159,983
+360%
增持
MDYV
SPDR SER TR
+$5.9M
102,657
+736%
增持
GS
GOLDMAN SACHS GROUP INC
+$5.9M
41,569
+46%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$5.9M
342,413
+60%
减持
CVS
CVS HEALTH CORP
-$5.9M
160,758
-26%
增持
LMT
LOCKHEED MARTIN CORP
+$5.9M
52,841
+3%
增持
SHY
ISHARES TR
+$5.8M
332,764
+27%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$5.8M
192,200
+117%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.8M
181,268
+16%
增持
IWB
ISHARES TR
+$5.7M
135,859
+17%
增持
LLY
LILLY ELI &CO
+$5.6M
73,632
+12%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$5.6M
145,022
+340%
建仓
FAB
FIRST TR MULTI CP VAL ALPHA
+$5.6M
81,737
增持
AVUS
AMERICAN CENTY ETF TR
+$5.5M
121,379
+172%
增持
NFLX
NETFLIX INC
+$5.5M
55,772
+20%
增持
—
ACCENTURE PLC IRELAND
+$5.5M
64,893
+41%
增持
USOI
CREDIT SUISSE NASSAU BRANCH
+$5.4M
121,455
+111%
增持
UNP
UNION PAC CORP
+$5.4M
77,090
+42%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$5.4M
233,087
+42%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.3M
383,680
-9%
增持
DOW
DOW INC
+$5.3M
195,093
+91%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.3M
132,324
+3%
增持
FMB
FIRST TR EXCH TRADED FD III
+$5.3M
227,587
+81%
建仓
AVSE
AMERICAN CENTY ETF TR
+$5.2M
121,730
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$5.1M
43,801
+34%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$5.1M
800,604
+1%
增持
VTIP
VANGUARD MALVERN FDS
+$5.1M
396,796
+42%
增持
ABT
ABBOTT LABS
+$5.0M
208,845
+13%
增持
FDLO
FIDELITY COVINGTON TRUST
+$5.0M
403,393
+24%
减持
PFE
PFIZER INC
+$4.9M
726,421
-2%
