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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 3
增持 13
减持 125
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$80.7M
511,866
-32%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$51.3M
1,420,407
+154%
减持
VTV
VANGUARD INDEX FDS
-$48.0M
511,390
-39%
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
ESGU
ISHARES TR
-$47.6M
461,035
-56%
减持
IUSB
ISHARES TR
-$42.3M
315,981
-75%
减持
VUG
VANGUARD INDEX FDS
-$37.1M
291,485
-43%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$36.5M
680,833
-58%
减持
HDV
ISHARES TR
-$29.1M
163,535
-63%
清仓
AVSF
AMERICAN CENTY ETF TR
-$28.5M
0
-100%
减持
AAPL
APPLE INC
+$28.1M
1,995,296
-14%
清仓
AVSU
AMERICAN CENTY ETF TR
-$27.7M
0
-100%
减持
EFV
ISHARES TR
-$27.6M
336,141
-65%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.2M
90,839
-31%
减持
HYG
ISHARES TR
-$27.1M
68,202
-84%
减持
BIL
SPDR SER TR
-$26.6M
65,788
-82%
减持
NVDA
NVIDIA CORPORATION
+$24.8M
223,329
-12%
减持
PH
PARKER-HANNIFIN CORP
+$24.2M
596,828
-2%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$24.0M
233,297
-69%
增持
SCHD
SCHWAB STRATEGIC TR
+$21.7M
1,201,150
+37%
清仓
SPYX
SPDR SER TR
-$21.1M
0
-100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$21.1M
470,550
-47%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$20.8M
467,309
+5849%
减持
EES
WISDOMTREE TR
-$20.4M
12,757
-97%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$19.9M
368,575
-59%
减持
CVX
CHEVRON CORP NEW
-$19.6M
234,851
-27%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$19.5M
642,857
减持
MBB
ISHARES TR
-$19.5M
139,507
-60%
减持
JNJ
JOHNSON &JOHNSON
-$18.2M
311,325
-17%
增持
FBND
FIDELITY MERRIMACK STR TR
+$17.7M
567,712
+204%
减持
EEMV
ISHARES INC
-$17.6M
84,711
-80%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$17.6M
326,802
-15%
减持
EFG
ISHARES TR
-$17.2M
177,969
-56%
增持
FPE
FIRST TR EXCH TRADED FD III
+$17.1M
1,765,109
+169%
减持
VB
VANGUARD INDEX FDS
-$17.1M
177,817
-36%
减持
IWD
ISHARES TR
-$17.0M
162,066
-41%
减持
MINT
PIMCO ETF TR
-$16.8M
44,061
-79%
增持
EFA
ISHARES TR
+$15.8M
489,783
+67%
减持
JPM
JPMORGAN CHASE &CO
-$15.7M
419,069
-20%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$15.4M
559,576
-52%
建仓
WTV
WISDOMTREE TR
+$15.3M
260,751
减持
SUB
ISHARES TR
-$15.1M
24,966
-85%
减持
DFUS
DIMENSIONAL ETF TRUST
-$15.0M
301,147
-56%
减持
ESGD
ISHARES TR
-$15.0M
194,633
-56%
减持
USO
UNITED STS OIL FD LP
-$14.9M
39,383
-84%
减持
BSV
VANGUARD BD INDEX FDS
-$14.4M
491,705
-29%
减持
BIV
VANGUARD BD INDEX FDS
-$14.3M
118,724
-62%
减持
PFE
PFIZER INC
-$14.3M
561,328
-23%
减持
USFR
WISDOMTREE TR
-$14.2M
1,703,244
-14%
减持
SJNK
SPDR SER TR
-$14.1M
239,844
-71%
减持
GOVT
ISHARES TR
-$14.1M
314,606
-67%
减持
IVE
ISHARES TR
-$14.0M
211,558
-33%
减持
AGG
ISHARES TR
-$13.7M
247,458
-37%
减持
SHY
ISHARES TR
-$13.6M
163,109
-51%
减持
SPYG
SPDR SER TR
-$13.3M
242,323
-54%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$13.1M
791,409
-16%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$12.5M
65,298
-72%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$12.3M
70,728
-79%
减持
IEFA
ISHARES TR
-$12.3M
360,545
-39%
减持
VOO
VANGUARD INDEX FDS
-$12.2M
164,806
-22%
减持
DVY
ISHARES TR
-$12.1M
348,078
-21%
增持
FENY
FIDELITY COVINGTON TRUST
+$11.9M
783,862
+230%
减持
—
EXXON MOBIL CORP
-$11.9M
408,593
-20%
减持
SHYG
ISHARES TR
-$11.8M
137,491
-68%
减持
IJR
ISHARES TR
-$11.7M
840,744
-14%
减持
SPYV
SPDR SER TR
-$11.7M
65,569
-82%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$11.6M
1,246,631
-19%
减持
TSLA
TESLA INC
+$11.4M
143,129
-4%
增持
IEF
ISHARES TR
+$11.3M
200,712
+124%
减持
V
VISA INC
-$11.1M
137,569
-32%
减持
AVDE
AMERICAN CENTY ETF TR
-$11.1M
4,312
-98%
减持
VYMI
VANGUARD WHITEHALL FDS
-$11.0M
41,596
-82%
减持
SPY
SPDR S&P 500 ETF TR
-$10.8M
396,023
-12%
减持
JNK
SPDR SER TR
-$10.8M
12,842
-90%
减持
VTIP
VANGUARD MALVERN FDS
-$10.7M
164,497
-59%
减持
HD
HOME DEPOT INC
-$10.6M
110,788
-19%
减持
ABBV
ABBVIE INC
-$10.5M
295,527
-17%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$10.4M
144,435
-79%
减持
BLV
VANGUARD BD INDEX FDS
-$10.3M
21,385
-87%
减持
NEE
NEXTERA ENERGY INC
-$10.3M
283,626
-26%
减持
IWB
ISHARES TR
-$10.3M
81,386
-40%
清仓
USOI
CREDIT SUISSE NASSAU BRANCH
-$10.1M
0
-100%
减持
MRK
MERCK &CO INC
-$9.9M
229,887
-26%
减持
SPYM
SPDR SER TR
-$9.7M
182,733
-55%
减持
XLE
SELECT SECTOR SPDR TR
-$9.6M
433,057
-17%
减持
MA
MASTERCARD INCORPORATED
-$9.5M
43,915
-40%
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$9.3M
0
-100%
清仓
—
BARCLAYS BANK PLC
-$9.2M
0
-100%
减持
PEP
PEPSICO INC
-$9.0M
137,092
-27%
减持
PG
PROCTER AND GAMBLE CO
-$8.8M
278,202
-16%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$8.8M
185,379
-69%
减持
AVGO
BROADCOM INC
-$8.8M
20,080
-48%
减持
MTUM
ISHARES TR
-$8.7M
42,710
-58%
减持
XLV
SELECT SECTOR SPDR TR
-$8.6M
264,996
-16%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$8.6M
536,971
-28%
减持
VUSB
VANGUARD BD INDEX FDS
-$8.4M
16,433
-91%
减持
FLOT
ISHARES TR
-$8.2M
85,154
-66%
减持
VBR
VANGUARD INDEX FDS
-$8.1M
77,324
-40%
减持
MUB
ISHARES TR
-$8.1M
84,661
-48%
减持
USMV
ISHARES TR
-$7.9M
349,045
-24%
减持
ESGV
VANGUARD WORLD FD
-$7.8M
4,265
-97%
减持
AVUS
AMERICAN CENTY ETF TR
-$7.7M
7,406
-94%
减持
VTEB
VANGUARD MUN BD FDS
-$7.7M
74,741
-68%
减持
QQQ
INVESCO QQQ TR
+$7.7M
415,903
-12%
减持
ABT
ABBOTT LABS
-$7.5M
152,565
-27%
减持
TXN
TEXAS INSTRS INC
-$7.3M
101,316
-36%
减持
LLY
LILLY ELI &CO
-$7.3M
57,105
-22%
减持
XLP
SELECT SECTOR SPDR TR
-$7.3M
223,369
-31%
减持
KO
COCA COLA CO
-$7.3M
384,212
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.3M
829,670
-17%
减持
ICVT
ISHARES TR
-$7.2M
8,765
-92%
增持
CTRA
COTERRA ENERGY INC
+$6.9M
379,122
+290%
减持
IEI
ISHARES TR
-$6.8M
57,426
-51%
减持
IGIB
ISHARES TR
-$6.8M
138,983
-51%
减持
TLH
ISHARES TR
-$6.7M
12,355
-83%
减持
IYE
ISHARES TR
-$6.5M
169,344
-44%
清仓
—
LINDE PLC
-$6.5M
0
-100%
减持
HON
HONEYWELL INTL INC
-$6.4M
71,000
-24%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$6.3M
34,233
-41%
增持
SPTI
SPDR SER TR
+$6.3M
377,503
+130%
减持
MSFT
MICROSOFT CORP
-$6.3M
607,636
-20%
减持
—
ACCENTURE PLC IRELAND
-$6.3M
38,693
-40%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$6.2M
201,946
-22%
建仓
FEBW
AIM ETF PRODUCTS TRUST
+$6.2M
245,928
减持
IXUS
ISHARES TR
-$6.2M
77,492
-59%
减持
DON
WISDOMTREE TR
-$6.1M
353,932
-29%
减持
IYW
ISHARES TR
-$6.1M
94,103
-53%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$6.0M
215,874
-37%
增持
FNCL
FIDELITY COVINGTON TRUST
+$5.9M
279,834
+100%
减持
IJS
ISHARES TR
-$5.9M
76,078
-47%
减持
MDYV
SPDR SER TR
-$5.9M
11,546
-89%
增持
VGT
VANGUARD WORLD FDS
+$5.9M
64,508
+9%
减持
SPSB
SPDR SER TR
-$5.9M
150,264
-57%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$5.9M
10,620
-93%
清仓
FAB
FIRST TR MULTI CP VAL ALPHA
-$5.6M
0
-100%
减持
SCHV
SCHWAB STRATEGIC TR
-$5.6M
139,854
-38%
减持
CVS
CVS HEALTH CORP
-$5.6M
126,531
-21%
减持
DG
DOLLAR GEN CORP NEW
-$5.6M
18,424
-52%
减持
IWF
ISHARES TR
-$5.5M
134,262
-25%
减持
CMCSA
COMCAST CORP NEW
-$5.5M
235,366
-43%
减持
FDLO
FIDELITY COVINGTON TRUST
-$5.5M
276,869
-31%
减持
—
BLACKROCK INC
-$5.4M
12,791
-35%
减持
GOOGL
ALPHABET INC
-$5.4M
453,863
-24%
减持
PM
PHILIP MORRIS INTL INC
-$5.4M
88,570
-36%
减持
IWS
ISHARES TR
-$5.3M
227,048
-19%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.3M
24,452
-30%
减持
WMT
WALMART INC
-$5.2M
150,363
-22%
清仓
AVSE
AMERICAN CENTY ETF TR
-$5.2M
0
-100%
减持
AVDV
AMERICAN CENTY ETF TR
-$5.2M
16,615
-85%
减持
AMZN
AMAZON COM INC
-$5.2M
937,891
-23%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$5.1M
1,853,954
+4%