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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 6
增持 94
减持 48
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$71.1M
2,062,589
+3%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$40.1M
748,084
-47%
增持
MSFT
MICROSOFT CORP
+$36.9M
622,859
+3%
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
RSP
INVESCO EXCHANGE TRADED FD T
+$32.7M
375,676
+131%
增持
QQQ
INVESCO QQQ TR
+$29.2M
440,386
+6%
减持
DVY
ISHARES TR
-$28.5M
108,324
-69%
减持
NVDA
NVIDIA CORPORATION
+$28.5M
214,006
-4%
增持
AMZN
AMAZON COM INC
+$28.1M
958,487
+2%
减持
PH
PARKER-HANNIFIN CORP
+$27.1M
583,701
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$26.6M
373,809
+14%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$23.3M
1,105,057
+496%
增持
IUSB
ISHARES TR
+$22.9M
823,880
+161%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$20.3M
439,243
-56%
增持
SPYM
SPDR SER TR
+$20.2M
557,039
+205%
增持
IVE
ISHARES TR
+$17.8M
309,828
+46%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$16.7M
143,335
-85%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$16.7M
546,020
-31%
建仓
EDOW
FIRST TR EXCHANGE TRADED FD
+$16.7M
553,930
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$16.6M
923,383
+382%
建仓
MAYW
AIM ETF PRODUCTS TRUST
+$15.8M
609,423
清仓
WTV
WISDOMTREE TR
-$15.3M
0
-100%
增持
TSLA
TESLA INC
+$14.5M
168,765
+18%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$14.2M
412,836
-63%
增持
VTI
VANGUARD INDEX FDS
+$13.8M
666,013
+2%
增持
QUAL
ISHARES TR
+$13.7M
171,049
+127%
增持
GOOG
ALPHABET INC
+$13.6M
432,434
+16%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$13.5M
496,929
+418%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$13.0M
408,586
-61%
建仓
WTAI
WISDOMTREE TR
+$12.3M
644,456
减持
DECW
AIM ETF PRODUCTS TRUST
-$12.2M
96,239
-83%
减持
USFR
WISDOMTREE TR
-$11.9M
1,465,531
-14%
增持
PID
INVESCO EXCHANGE TRADED FD T
+$11.8M
776,427
+530%
减持
LDSF
FIRST TR EXCHNG TRADED FD VI
-$11.8M
176,149
-78%
减持
COWZ
PACER FDS TR
-$11.7M
861,277
-24%
减持
IVV
ISHARES TR
+$11.2M
497,134
-3%
增持
JPM
JPMORGAN CHASE & CO
+$10.9M
450,182
+7%
增持
SPSM
SPDR SER TR
+$10.7M
353,902
+335%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$10.7M
23,387
-91%
增持
IGLD
FIRST TR EXCHANGE-TRADED FD
+$10.6M
619,253
+919%
增持
VUG
VANGUARD INDEX FDS
+$10.2M
293,125
+1%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
-$10.2M
144,521
-70%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$10.2M
78,737
-86%
减持
IEF
ISHARES TR
-$10.0M
102,301
-49%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$10.0M
205,925
+480%
建仓
GAPR
FIRST TR EXCHNG TRADED FD VI
+$9.9M
319,209
减持
VXUS
VANGUARD STAR FDS
-$9.8M
856,211
-18%
增持
XLK
SELECT SECTOR SPDR TR
+$9.6M
223,686
+15%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$9.3M
228,609
+258%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$9.2M
755,617
+41%
增持
VOO
VANGUARD INDEX FDS
+$9.1M
174,435
+6%
增持
SCHR
SCHWAB STRATEGIC TR
+$8.7M
242,934
+276%
增持
SPYG
SPDR SER TR
+$8.6M
360,905
+49%
增持
IGSB
ISHARES TR
+$8.5M
254,239
+205%
增持
JNJ
JOHNSON & JOHNSON
+$8.5M
342,650
+10%
增持
SCHW
SCHWAB CHARLES CORP
+$8.5M
208,536
+224%
减持
SCHD
SCHWAB STRATEGIC TR
-$8.2M
1,097,573
-9%
减持
XLE
SELECT SECTOR SPDR TR
-$7.8M
345,907
-20%
减持
FNCL
FIDELITY COVINGTON TRUST
-$7.6M
106,383
-62%
减持
ESGU
ISHARES TR
-$7.6M
350,319
-24%
增持
IJR
ISHARES TR
+$7.5M
891,135
+6%
减持
SPTI
SPDR SER TR
-$7.4M
124,268
-67%
增持
LLY
LILLY ELI & CO
+$7.3M
57,447
+1%
增持
HYG
ISHARES TR
+$7.1M
163,078
+139%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$6.8M
465,327
-22%
增持
BAC
BANK AMERICA CORP
+$6.6M
567,423
+69%
增持
CSCO
CISCO SYS INC
+$6.6M
605,529
+28%
增持
WMB
WILLIAMS COS INC
+$6.5M
336,624
+127%
增持
MOAT
VANECK ETF TRUST
+$6.5M
119,962
+187%
减持
FAAR
FIRST TR EXCHANGE TRAD FD VI
-$6.5M
113,131
-65%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$6.4M
274,534
+26%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$6.3M
306,006
-35%
增持
IWF
ISHARES TR
+$6.2M
141,632
+5%
减持
FXU
FIRST TR EXCHANGE TRADED FD
-$6.1M
58,756
-76%
增持
—
EXXON MOBIL CORP
+$5.9M
472,749
+16%
增持
EFA
ISHARES TR
+$5.9M
564,127
+15%
增持
WMT
WALMART INC
+$5.8M
178,007
+18%
减持
META
META PLATFORMS INC
+$5.8M
85,332
-3%
增持
LVS
LAS VEGAS SANDS CORP
+$5.6M
111,442
+675%
增持
ACWX
ISHARES TR
+$5.6M
164,105
+222%
增持
UBER
UBER TECHNOLOGIES INC
+$5.6M
203,903
+100%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$5.5M
362,801
-23%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.2M
690,107
+22%
增持
LOW
LOWES COS INC
+$5.1M
78,931
+25%
减持
SPY
SPDR S&P 500 ETF TR
+$5.1M
377,244
-5%
增持
XMAR
FIRST TR EXCHNG TRADED FD VI
+$5.1M
254,769
+163%
减持
XLI
SELECT SECTOR SPDR TR
-$5.0M
50,530
-51%
减持
IJH
ISHARES TR
-$4.9M
227,088
-12%
增持
KEY
KEYCORP
+$4.8M
592,181
+1027%
增持
IWM
ISHARES TR
+$4.7M
173,061
+12%
增持
MCD
MCDONALDS CORP
+$4.7M
108,716
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.6M
942,726
+12%
增持
CMCSA
COMCAST CORP NEW
+$4.5M
323,762
+38%
增持
—
EATON CORP PLC
+$4.5M
99,619
+10%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$4.5M
941,405
增持
FFLG
FIDELITY COVINGTON TRUST
+$4.4M
597,621
+57%
增持
EFG
ISHARES TR
+$4.4M
220,962
+24%
增持
MPC
MARATHON PETE CORP
+$4.3M
66,233
+164%
减持
GOOGL
ALPHABET INC
+$4.3M
428,924
-5%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.1M
243,895
+21%
增持
JNK
SPDR SER TR
+$4.0M
56,128
+337%
减持
SJNK
SPDR SER TR
-$4.0M
80,437
-66%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.0M
1,850,266
-0%
增持
RSPN
INVESCO EXCHANGE TRADED FD T
+$3.9M
24,742
+307%
增持
CVS
CVS HEALTH CORP
+$3.9M
192,435
+52%
增持
WM
WASTE MGMT INC DEL
+$3.8M
78,561
+31%
增持
AFL
AFLAC INC
+$3.8M
107,913
+89%
增持
PEP
PEPSICO INC
+$3.8M
155,544
+13%
减持
AVGO
BROADCOM INC
+$3.8M
19,245
-4%
增持
ORCL
ORACLE CORP
+$3.8M
112,560
+9%
增持
IAU
ISHARES GOLD TR
+$3.8M
319,238
+52%
增持
SO
SOUTHERN CO
+$3.7M
228,941
+29%
增持
TLT
ISHARES TR
+$3.6M
158,208
+33%
减持
T
AT&T INC
-$3.6M
1,089,571
-0%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$3.6M
252,299
+5%
增持
PFFD
GLOBAL X FDS
+$3.6M
202,099
+1161%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$3.6M
104,626
-45%
清仓
—
WISDOMTREE TR
-$3.5M
0
-100%
减持
SWAN
AMPLIFY ETF TR
-$3.5M
115,688
-55%
减持
NFLX
NETFLIX INC
+$3.5M
39,683
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.5M
26,619
+7%
增持
VO
VANGUARD INDEX FDS
+$3.4M
146,400
+7%
减持
IJJ
ISHARES TR
-$3.4M
71,411
-34%
增持
MRK
MERCK & CO INC
+$3.4M
241,389
+5%
增持
HD
HOME DEPOT INC
+$3.4M
116,153
+5%
增持
NVS
NOVARTIS AG
+$3.3M
62,482
+93%
增持
PFE
PFIZER INC
+$3.3M
714,498
+27%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$3.3M
81,538
+180%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
56,607
+3%
减持
USMV
ISHARES TR
-$3.3M
297,463
-15%
增持
AGOX
STARBOARD INVT TR
+$3.3M
1,376,204
+3%
增持
GOVT
ISHARES TR
+$3.3M
463,292
+47%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$3.2M
232,965
+38%
增持
SPTM
SPDR SER TR
+$3.2M
170,516
+40%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.2M
573,578
+14%
减持
XLU
SELECT SECTOR SPDR TR
-$3.1M
205,920
-16%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$3.0M
193,163
+134%
建仓
ORI
OLD REP INTL CORP
+$3.0M
118,855
增持
FCX
FREEPORT-MCMORAN INC
+$3.0M
519,540
+19%
增持
EEM
ISHARES TR
+$3.0M
262,845
+39%
增持
PG
PROCTER AND GAMBLE CO
+$2.9M
291,948
+5%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$2.9M
385,549
+247%
增持
BSV
VANGUARD BD INDEX FDS
+$2.9M
536,123
+9%
增持
ONEQ
FIDELITY COMWLTH TR
+$2.9M
347,595
+5%
减持
IYE
ISHARES TR
-$2.9M
105,739
-38%
减持
ACWV
ISHARES INC
-$2.9M
177,893
-15%
增持
AMGN
AMGEN INC
+$2.9M
56,877
+41%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$2.8M
17,010
+163%
增持
BIL
SPDR SER TR
+$2.8M
96,578
+47%
减持
DLN
WISDOMTREE TR
-$2.8M
135,352
-27%
减持
VLUE
ISHARES TR
-$2.8M
39,943
-43%
