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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 15
增持 109
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$113.7M
434,178
+124%
增持
AAPL
APPLE INC
+$69.8M
2,243,498
+6%
增持
MSFT
MICROSOFT CORP
+$55.1M
697,246
+6%
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
QQQ
INVESCO QQQ TR
+$47.3M
492,517
+14%
减持
PH
PARKER-HANNIFIN CORP
+$43.5M
624,330
-0%
增持
AMZN
AMAZON COM INC
+$39.8M
1,060,579
+11%
增持
IVV
ISHARES TR
+$39.8M
549,805
+6%
增持
VTV
VANGUARD INDEX FDS
+$37.7M
732,728
+41%
增持
QUAL
ISHARES TR
+$30.4M
423,167
+75%
增持
SPY
SPDR S&P 500 ETF TR
+$27.6M
384,334
+6%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$27.3M
2,165,333
+18%
减持
BSV
VANGUARD BD INDEX FDS
-$26.9M
128,850
-74%
减持
USFR
WISDOMTREE TR
-$26.2M
1,421,877
-27%
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$26.1M
12,862
增持
IYW
ISHARES TR
+$25.4M
274,608
+247%
增持
VUG
VANGUARD INDEX FDS
+$24.4M
388,448
+10%
增持
IJR
ISHARES TR
+$22.1M
983,678
+10%
增持
IVE
ISHARES TR
+$21.6M
526,451
+16%
增持
VTI
VANGUARD INDEX FDS
+$19.0M
706,722
+1%
增持
VO
VANGUARD INDEX FDS
+$18.9M
208,514
+47%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$18.5M
474,308
+54%
减持
IUSB
ISHARES TR
-$17.4M
445,716
-49%
增持
COWZ
PACER FDS TR
+$16.9M
1,172,292
+32%
增持
DFAI
DIMENSIONAL ETF TRUST
+$16.9M
697,378
+484%
增持
SGOV
ISHARES TR
+$16.2M
176,387
+1128%
增持
JPM
JPMORGAN CHASE & CO
+$16.2M
483,813
+6%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$15.8M
463,166
+15%
增持
FBND
FIDELITY MERRIMACK STR TR
+$15.7M
1,034,764
+41%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$15.0M
692,529
+1046%
增持
SCHD
SCHWAB STRATEGIC TR
+$12.9M
1,250,817
+8%
建仓
PSFF
PACER FDS TR
+$12.8M
495,348
增持
IEFA
ISHARES TR
+$12.7M
559,125
+35%
建仓
NBTB
NBT BANCORP INC
+$12.6M
3,676
增持
VOT
VANGUARD INDEX FDS
+$12.5M
121,450
+67%
减持
NVDA
NVIDIA CORPORATION
+$12.5M
233,311
-2%
建仓
BRSP
BRIGHTSPIRE CAPITAL INC
+$12.3M
5,666
建仓
GNOV
FIRST TR EXCHNG TRADED FD VI
+$12.3M
387,233
增持
MGK
VANGUARD WORLD FD
+$12.0M
62,522
+232%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$11.8M
511,587
+191%
建仓
JANT
AIM ETF PRODUCTS TRUST
+$11.7M
377,447
增持
GLD
SPDR GOLD TR
+$11.6M
174,011
+38%
增持
TSLA
TESLA INC
+$11.5M
220,783
+28%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$11.4M
1,678,603
+24%
增持
BIL
SPDR SER TR
+$10.9M
216,741
+124%
增持
MGV
VANGUARD WORLD FD
+$10.9M
280,345
+44%
增持
MDYV
SPDR SER TR
+$10.6M
154,761
+1246%
建仓
FENI
FIDELITY COVINGTON TRUST
+$10.6M
399,805
减持
ESGU
ISHARES TR
-$10.3M
114,312
-52%
减持
EDOW
FIRST TR EXCHANGE TRADED FD
-$10.1M
405,118
-50%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.1M
671,802
+34%
减持
ESGD
ISHARES TR
-$9.9M
75,692
-67%
增持
SPYM
SPDR SER TR
+$9.9M
895,848
+12%
增持
META
META PLATFORMS INC
+$9.7M
106,183
+14%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$9.6M
609,708
-45%
减持
MAYW
AIM ETF PRODUCTS TRUST
-$9.5M
234,610
-62%
增持
XLK
SELECT SECTOR SPDR TR
+$9.4M
274,425
+4%
增持
SPYG
SPDR SER TR
+$9.3M
707,194
+14%
减持
YEAR
AB ACTIVE ETFS INC
-$9.3M
200,062
-48%
增持
HD
HOME DEPOT INC
+$9.0M
129,766
+9%
增持
AGG
ISHARES TR
+$8.9M
273,267
+41%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.9M
1,237,398
+17%
增持
CALF
PACER FDS TR
+$8.9M
330,979
+96%
增持
IJH
ISHARES TR
+$8.8M
242,699
+4%
增持
DUHP
DIMENSIONAL ETF TRUST
+$8.8M
537,182
+111%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.8M
165,127
+28%
增持
COST
COSTCO WHSL CORP NEW
+$8.8M
61,001
+10%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$8.8M
373,395
+5%
增持
PAVE
GLOBAL X FDS
+$8.8M
322,626
+317%
建仓
—
BROOKLINE BANCORP INC DEL
+$8.7M
2,944
增持
AVGO
BROADCOM INC
+$8.6M
25,665
+6%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$8.3M
972,968
+17%
增持
BA
BOEING CO
+$8.3M
115,982
+1%
增持
INTC
INTEL CORP
+$8.1M
439,736
+12%
增持
VTEB
VANGUARD MUN BD FDS
+$8.1M
232,449
+197%
增持
TLT
ISHARES TR
+$8.0M
261,866
+30%
增持
FQAL
FIDELITY COVINGTON TRUST
+$7.7M
447,411
+33%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$7.7M
363,652
-41%
建仓
FNK
FIRST TR EXCHANGE-TRADED ALP
+$7.6M
149,621
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$7.5M
380,327
+782%
增持
V
VISA INC
+$7.5M
170,962
+6%
增持
GOOG
ALPHABET INC
+$7.5M
413,584
+7%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$7.4M
491,284
+35%
增持
VB
VANGUARD INDEX FDS
+$7.4M
195,619
+8%
增持
GOOGL
ALPHABET INC
+$7.4M
487,797
+5%
减持
DHS
WISDOMTREE TR
-$7.4M
11,618
-89%
增持
DFAC
DIMENSIONAL ETF TRUST
+$7.3M
1,725,464
+5%
增持
IEF
ISHARES TR
+$7.2M
162,209
+77%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.2M
341,540
+4%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$7.0M
841,388
+23%
建仓
—
MULTI WAYS HOLDINGS LIMITED
+$7.0M
2,650
增持
SLV
ISHARES SILVER TR
+$7.0M
478,541
+183%
减持
FTHI
FIRST TR EXCHANGE-TRADED FD
-$6.9M
153,627
-69%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$6.8M
9,350
-63%
建仓
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$6.7M
310,537
减持
SCHR
SCHWAB STRATEGIC TR
-$6.7M
133,515
-52%
增持
IYH
ISHARES TR
+$6.6M
62,510
+50%
减持
XLE
SELECT SECTOR SPDR TR
-$6.6M
230,577
-19%
增持
IYF
ISHARES TR
+$6.4M
118,918
+138%
增持
LLY
ELI LILLY & CO
+$6.4M
65,321
+11%
增持
VXUS
VANGUARD STAR FDS
+$6.4M
965,842
+4%
增持
EFG
ISHARES TR
+$6.1M
287,499
+14%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$6.0M
1,328,885
+4%
增持
VGT
VANGUARD WORLD FDS
+$5.9M
57,759
+9%
建仓
CCI
CROWN CASTLE INC
+$5.8M
6,013
增持
WMT
WALMART INC
+$5.8M
193,531
+25%
增持
VBK
VANGUARD INDEX FDS
+$5.8M
45,014
+89%
增持
ICF
ISHARES TR
+$5.6M
513,864
+5%
增持
EPS
WISDOMTREE TR
+$5.5M
318,778
+39%
增持
IJK
ISHARES TR
+$5.5M
185,263
+46%
增持
XLC
SELECT SECTOR SPDR TR
+$5.4M
91,796
+390%
清仓
—
ISHARES TR
-$5.4M
0
-100%
减持
CRM
SALESFORCE INC
+$5.3M
96,078
-3%
增持
FLOT
ISHARES TR
+$5.3M
159,021
+192%
增持
VZ
VERIZON COMMUNICATIONS INC
+$5.2M
854,763
+3%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$5.2M
373,819
+26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.2M
812,775
+5%
增持
SMH
VANECK ETF TRUST
+$5.1M
60,289
+59%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$4.9M
291,972
+378%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.9M
140,721
+9%
增持
IWB
ISHARES TR
+$4.9M
94,646
+11%
增持
MA
MASTERCARD INCORPORATED
+$4.9M
56,339
+16%
增持
CAT
CATERPILLAR INC
+$4.8M
134,766
+5%
减持
SCHG
SCHWAB STRATEGIC TR
+$4.8M
497,099
-1%
增持
IWV
ISHARES TR
+$4.8M
36,172
+74%
建仓
BXMT
BLACKSTONE MTG TR INC
+$4.7M
11,744
增持
ITOT
ISHARES TR
+$4.6M
352,212
+2%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$4.6M
1,131,953
-16%
建仓
FELV
FIDELITY COVINGTON TRUST
+$4.6M
169,829
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$4.6M
802,772
减持
IWF
ISHARES TR
+$4.5M
147,850
-2%
增持
QCOM
QUALCOMM INC
+$4.5M
101,699
+11%
增持
FFLG
FIDELITY COVINGTON TRUST
+$4.4M
818,057
+21%
增持
ILF
ISHARES TR
+$4.4M
159,334
+1794%
增持
FBCG
FIDELITY COVINGTON TRUST
+$4.4M
478,303
+20%
减持
IFV
FIRST TR EXCHANGE-TRADED FD
-$4.4M
34,390
-88%
增持
FTEC
FIDELITY COVINGTON TRUST
+$4.4M
102,381
+22%
增持
IVW
ISHARES TR
+$4.3M
429,549
+5%
增持
BX
BLACKSTONE INC
+$4.3M
141,652
+7%
增持
ONEQ
FIDELITY COMWLTH TR
+$4.3M
386,053
+8%
减持
PFE
PFIZER INC
-$4.3M
698,654
-5%
增持
GS
GOLDMAN SACHS GROUP INC
+$4.3M
49,091
+9%
增持
UNP
UNION PAC CORP
+$4.3M
79,882
+6%
减持
VYM
VANGUARD WHITEHALL FDS
+$4.2M
908,791
-3%
增持
RTX
RTX CORPORATION
+$4.2M
233,170
+9%
增持
SPSM
SPDR SER TR
+$4.1M
455,984
+11%
增持
CVX
CHEVRON CORP NEW
-$4.1M
274,007
+3%
减持
NFLX
NETFLIX INC
+$4.1M
39,357
-2%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$4.1M
347,480
+8%
增持
PG
PROCTER AND GAMBLE CO
+$4.1M
328,079
+9%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$4.1M
305,345
+29%
