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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 6
增持 82
减持 59
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$38.0M
2,114,988
+3%
增持
USFR
WISDOMTREE TR
+$23.9M
1,939,901
+32%
增持
IVE
ISHARES TR
+$20.1M
454,980
+47%
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
YEAR
AB ACTIVE ETFS INC
+$17.0M
384,930
+733%
增持
PH
PARKER-HANNIFIN CORP
+$16.5M
626,760
+7%
增持
SPYG
SPDR SER TR
+$14.7M
619,636
+72%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$14.2M
508,897
-32%
增持
VUG
VANGUARD INDEX FDS
+$13.5M
354,003
+21%
增持
NVDA
NVIDIA CORPORATION
+$12.5M
236,875
+11%
减持
EFA
ISHARES TR
-$12.4M
413,394
-27%
减持
SPY
SPDR S&P 500 ETF TR
-$12.1M
362,840
-4%
减持
ESGU
ISHARES TR
-$11.8M
237,750
-32%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$11.4M
129,078
+158%
增持
SPYM
SPDR SER TR
+$11.1M
798,753
+43%
减持
FCX
FREEPORT-MCMORAN INC
-$9.6M
300,972
-42%
增持
GOOGL
ALPHABET INC
+$9.4M
464,134
+8%
增持
FSIG
FIRST TR EXCHANGE-TRADED FD
+$9.0M
565,729
+650%
增持
QUAL
ISHARES TR
+$8.8M
241,489
+41%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.8M
516,778
+63%
减持
RTX
RTX CORPORATION
-$8.5M
213,682
-12%
减持
IGSB
ISHARES TR
-$8.5M
85,284
-66%
减持
XLV
SELECT SECTOR SPDR TR
-$8.5M
182,359
-24%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.4M
1,646,875
+29%
减持
QQQ
INVESCO QQQ TR
-$8.3M
430,975
-2%
增持
MMM
3M CO
+$8.0M
176,283
+108%
增持
IYH
ISHARES TR
+$7.8M
41,772
+240%
增持
PVAL
PUTNAM ETF TRUST
+$7.6M
349,384
+295%
减持
JNJ
JOHNSON & JOHNSON
-$7.4M
316,340
-8%
增持
BSX
BOSTON SCIENTIFIC CORP
+$7.4M
266,550
+115%
减持
VZ
VERIZON COMMUNICATIONS INC
-$7.3M
832,383
-10%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$7.1M
683,695
-9%
减持
FPX
FIRST TR EXCHANGE TRADED FD
-$7.1M
33,425
-70%
建仓
NFTY
FIRST TR EXCH TRD ALPHDX FD
+$6.8M
140,453
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$6.8M
25,351
+153%
减持
FJUN
FIRST TR EXCHNG TRADED FD VI
-$6.8M
48,185
-77%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$6.7M
465,242
-15%
增持
EDOW
FIRST TR EXCHANGE TRADED FD
+$6.7M
804,448
+45%
增持
BOND
PIMCO ETF TR
+$6.4M
81,741
+913%
减持
UPS
UNITED PARCEL SERVICE INC
-$6.4M
103,248
-18%
增持
—
EXXON MOBIL CORP
+$6.3M
484,937
+3%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$6.3M
160,747
+642%
增持
ARTNA
ARTESIAN RES CORP
+$6.3M
257,466
+170%
减持
AGG
ISHARES TR
-$6.2M
193,980
-22%
减持
NEE
NEXTERA ENERGY INC
-$6.1M
316,291
-3%
增持
CAT
CATERPILLAR INC
+$6.0M
128,252
+9%
减持
VDC
VANGUARD WORLD FDS
-$5.9M
73,088
-26%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$5.9M
309,072
+32%
减持
LVS
LAS VEGAS SANDS CORP
-$5.8M
13,736
-88%
减持
IWS
ISHARES TR
-$5.8M
169,976
-21%
增持
CVX
CHEVRON CORP NEW
+$5.7M
266,791
+7%
减持
XLU
SELECT SECTOR SPDR TR
-$5.6M
132,827
-35%
建仓
AUGW
AIM ETF PRODUCTS TRUST
+$5.6M
231,324
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
772,685
+26%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$5.5M
1,354,464
+23%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.4M
96,670
+7%
增持
MSFT
MICROSOFT CORP
-$5.0M
655,910
+5%
增持
VOO
VANGUARD INDEX FDS
+$4.9M
193,501
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$4.9M
940,762
+8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$4.9M
296,951
+44%
减持
IWM
ISHARES TR
-$4.8M
156,104
-10%
减持
LOW
LOWES COS INC
-$4.8M
62,695
-21%
减持
WMB
WILLIAMS COS INC
-$4.8M
184,607
-45%
增持
LLY
ELI LILLY & CO
+$4.7M
58,978
+3%
增持
IFV
FIRST TR EXCHANGE-TRADED FD
+$4.7M
283,569
+1579%
增持
FNV
FRANCO NEV CORP
+$4.6M
63,699
+135%
减持
XLP
SELECT SECTOR SPDR TR
-$4.6M
141,764
-27%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.6M
309,648
-30%
减持
DIS
DISNEY WALT CO
-$4.6M
189,147
-15%
增持
XLK
SELECT SECTOR SPDR TR
+$4.5M
264,726
+18%
减持
CSCO
CISCO SYS INC
-$4.5M
499,429
-18%
清仓
FSCO
FS CREDIT OPPORTUNITIES CORP
-$4.5M
0
-100%
减持
XMAR
FIRST TR EXCHNG TRADED FD VI
-$4.5M
112,276
-56%
增持
IJR
ISHARES TR
-$4.4M
894,254
+0%
减持
BAC
BANK AMERICA CORP
-$4.4M
433,335
-24%
减持
SCHW
SCHWAB CHARLES CORP
-$4.4M
135,088
-35%
增持
NEAR
ISHARES U S ETF TR
+$4.4M
118,683
+286%
减持
IWP
ISHARES TR
-$4.4M
133,200
-22%
增持
IVW
ISHARES TR
+$4.3M
407,923
+22%
增持
AVUS
AMERICAN CENTY ETF TR
+$4.2M
67,821
+580%
增持
FPE
FIRST TR EXCH TRADED FD III
+$4.2M
2,003,126
+15%
增持
—
TRANSOCEAN LTD
+$4.2M
525,308
+2545%
减持
PEP
PEPSICO INC
-$4.1M
145,803
-6%
增持
CCJ
CAMECO CORP
+$4.1M
151,200
+146%
增持
DFAX
DIMENSIONAL ETF TRUST
+$4.0M
629,520
+45%
增持
ACWX
ISHARES TR
+$4.0M
257,168
+57%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$4.0M
18,905
-77%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$3.9M
619,257
+25%
减持
QMAR
FIRST TR EXCHNG TRADED FD VI
-$3.9M
31,955
-83%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.8M
191,481
-18%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$3.8M
208,244
+634%
增持
—
EATON CORP PLC
+$3.8M
111,572
+12%
增持
MOAT
VANECK ETF TRUST
+$3.7M
175,631
+46%
增持
QJUN
FIRST TR EXCHNG TRADED FD VI
+$3.7M
1,110,796
+20%
减持
BSV
VANGUARD BD INDEX FDS
-$3.7M
489,695
-9%
增持
V
VISA INC
+$3.7M
160,748
+15%
增持
ITOT
ISHARES TR
+$3.6M
344,690
+17%
减持
ACWV
ISHARES INC
-$3.6M
144,630
-19%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$3.6M
237,231
+55%
减持
VHT
VANGUARD WORLD FDS
-$3.6M
93,532
-10%
减持
AMZN
AMAZON COM INC
-$3.6M
954,815
-0%
减持
WM
WASTE MGMT INC DEL
-$3.6M
66,073
-16%
减持
FENY
FIDELITY COVINGTON TRUST
-$3.5M
557,659
-29%
增持
VTV
VANGUARD INDEX FDS
+$3.5M
521,208
+8%
增持
BILS
SPDR SER TR
+$3.5M
59,084
+143%
减持
FMAY
FIRST TR EXCHNG TRADED FD VI
-$3.4M
22,904
-79%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$3.4M
114,103
减持
ARCC
ARES CAPITAL CORP
-$3.4M
212,817
-47%
增持
META
META PLATFORMS INC
+$3.4M
92,787
+9%
增持
AVGO
BROADCOM INC
+$3.3M
24,125
+25%
减持
WMT
WALMART INC
-$3.3M
154,264
-13%
增持
JAAA
JANUS DETROIT STR TR
+$3.3M
120,086
+118%
增持
TFLO
ISHARES TR
+$3.3M
93,588
+225%
减持
NVS
NOVARTIS AG
-$3.3M
29,654
-53%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.3M
327,970
-2%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$3.2M
29,188
+211%
增持
NVO
NOVO-NORDISK A S
+$3.2M
80,183
+218%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$3.2M
566,072
+37%
增持
VBR
VANGUARD INDEX FDS
+$3.2M
94,173
+32%
减持
ABBV
ABBVIE INC
-$3.2M
283,149
-16%
增持
LMT
LOCKHEED MARTIN CORP
+$3.2M
62,614
+29%
减持
MRK
MERCK & CO INC
-$3.2M
239,512
-1%
增持
JHML
JOHN HANCOCK EXCHANGE TRADED
+$3.2M
219,762
+42%
增持
FQAL
FIDELITY COVINGTON TRUST
+$3.2M
336,210
+27%
建仓
QGRW
WISDOMTREE TR
+$3.1M
98,828
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$3.1M
307,114
+12%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.1M
355,104
-5%
减持
AFL
AFLAC INC
-$3.1M
58,196
-46%
增持
GS
GOLDMAN SACHS GROUP INC
+$3.1M
45,229
+26%
减持
SPTM
SPDR SER TR
-$3.1M
118,619
-30%
增持
BIV
VANGUARD BD INDEX FDS
+$3.1M
154,496
+43%
减持
DHS
WISDOMTREE TR
-$3.0M
106,525
-25%
增持
EFV
ISHARES TR
+$3.0M
377,976
+19%
清仓
ORI
OLD REP INTL CORP
-$3.0M
0
-100%
减持
SO
SOUTHERN CO
-$3.0M
202,652
-11%
增持
FRDM
EA SERIES TRUST
+$3.0M
230,444
+102%
增持
AMGN
AMGEN INC
+$2.9M
57,872
+2%
减持
CMCSA
COMCAST CORP NEW
-$2.9M
238,587
-26%
减持
ABT
ABBOTT LABS
-$2.8M
149,546
-6%
增持
COWZ
PACER FDS TR
+$2.8M
891,110
+3%
减持
SDY
SPDR SER TR
-$2.8M
175,483
-6%
增持
DFUV
DIMENSIONAL ETF TRUST
+$2.8M
275,226
+44%
增持
MUB
ISHARES TR
+$2.8M
121,346
+34%
建仓
XJUL
FIRST TR EXCHNG TRADED FD VI
+$2.8M
92,302
增持
—
UBS GROUP AG
+$2.8M
131,210
+475%
建仓
KVUE
KENVUE INC
+$2.7M
136,461
清仓
NVBT
AIM ETF PRODUCTS TRUST
-$2.7M
0
-100%
减持
QCOM
QUALCOMM INC
-$2.7M
91,680
-15%
增持
OCTW
AIM ETF PRODUCTS TRUST
+$2.7M
207,136
+68%
增持
KEY
KEYCORP
+$2.7M
756,478
+28%
增持
OKE
ONEOK INC NEW
+$2.7M
123,285
+47%
