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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 6
增持 127
减持 13
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$129.6M
271,272
+16%
增持
MSFT
MICROSOFT CORP
+$62.3M
771,182
+11%
增持
VOO
VANGUARD INDEX FDS
+$60.6M
520,531
+20%
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
PH
PARKER-HANNIFIN CORP
+$57.6M
621,121
-1%
增持
SPY
SPDR S&P 500 ETF TR
+$53.4M
451,305
+17%
增持
IVV
ISHARES TR
+$49.1M
592,930
+8%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$43.6M
420,290
+13%
增持
QQQ
INVESCO QQQ TR
+$42.8M
550,598
+12%
增持
AMZN
AMAZON COM INC
+$40.2M
1,116,124
+5%
增持
VTI
VANGUARD INDEX FDS
+$33.5M
773,930
+10%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$30.9M
2,542,131
+17%
增持
USFR
WISDOMTREE TR
+$29.1M
1,999,937
+41%
增持
MDYV
SPDR SER TR
+$28.9M
529,356
+242%
增持
COWZ
PACER FDS TR
+$26.9M
1,511,012
+29%
增持
VTV
VANGUARD INDEX FDS
+$26.7M
836,695
+14%
增持
DFAI
DIMENSIONAL ETF TRUST
+$26.2M
1,528,175
+119%
增持
META
META PLATFORMS INC
+$25.2M
129,353
+22%
增持
OHI
OMEGA HEALTHCARE INVS INC
-$23.6M
79,690
+520%
增持
VUG
VANGUARD INDEX FDS
+$22.7M
416,746
+7%
增持
XLK
SELECT SECTOR SPDR TR
+$22.0M
359,159
+31%
增持
JPM
JPMORGAN CHASE &CO
+$21.4M
517,671
+7%
增持
CALF
PACER FDS TR
+$21.1M
752,301
+127%
增持
LLY
ELI LILLY &CO
+$20.8M
75,680
+16%
增持
QUAL
ISHARES TR
+$18.7M
492,753
+16%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$18.0M
267,693
-44%
增持
—
EXXON MOBIL CORP
+$17.9M
651,210
+13%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$16.1M
1,630,532
+32%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$15.7M
1,623,078
+22%
增持
CAT
CATERPILLAR INC
+$14.7M
148,860
+10%
增持
VO
VANGUARD INDEX FDS
+$14.6M
252,689
+21%
增持
IWM
ISHARES TR
+$14.1M
214,999
+39%
增持
IUSG
ISHARES TR
+$14.0M
219,370
+95%
增持
QDEC
FIRST TR EXCHNG TRADED FD VI
+$13.8M
1,213,755
+75%
增持
SCHD
SCHWAB STRATEGIC TR
+$13.4M
1,347,379
+8%
增持
VB
VANGUARD INDEX FDS
+$13.3M
240,636
+23%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$13.1M
564,639
+62%
增持
FBND
FIDELITY MERRIMACK STR TR
+$13.0M
1,338,674
+29%
建仓
BINC
BLACKROCK ETF TRUST II
+$13.0M
247,805
增持
HYZD
WISDOMTREE TR
+$13.0M
687,065
+590%
增持
IUSB
ISHARES TR
+$12.9M
732,973
+64%
增持
TSLA
TESLA INC
-$12.7M
239,983
+9%
清仓
NBTB
NBT BANCORP INC
-$12.6M
0
-100%
减持
BIL
SPDR SER TR
-$12.5M
80,027
-63%
增持
GOOGL
ALPHABET INC
+$12.3M
533,158
+9%
增持
PG
PROCTER AND GAMBLE CO
+$12.1M
371,142
+13%
增持
VYM
VANGUARD WHITEHALL FDS
+$12.0M
937,708
+3%
增持
BRSP
BRIGHTSPIRE CAPITAL INC
-$11.9M
51,238
+804%
减持
IWR
ISHARES TR
-$11.7M
163,749
-50%
增持
IHDG
WISDOMTREE TR
+$11.7M
644,965
+51%
增持
IUSV
ISHARES TR
+$11.7M
220,297
+125%
增持
GOOG
ALPHABET INC
+$11.7M
459,466
+11%
增持
IVE
ISHARES TR
+$11.4M
550,977
+5%
减持
EDOW
FIRST TR EXCHANGE-TRADED FD
-$11.3M
55,035
-86%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$11.1M
178,901
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.9M
827,579
+23%
增持
ABBV
ABBVIE INC
+$10.9M
306,105
+6%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$10.8M
171,509
增持
AIQ
GLOBAL X FDS
+$10.3M
379,397
+363%
增持
HD
HOME DEPOT INC
+$10.3M
144,023
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.3M
174,289
+24%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$10.1M
491,350
+6%
减持
QJUN
FIRST TR EXCHNG TRADED FD VI
-$10.0M
185,437
-70%
增持
IVW
ISHARES TR
+$9.9M
499,503
+16%
增持
IJH
ISHARES TR
+$9.9M
1,270,100
+423%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$9.8M
764,110
+49%
增持
—
EATON CORP PLC
+$9.8M
115,282
+6%
建仓
PLD
PROLOGIS INC.
+$9.6M
73,860
增持
EPI
WISDOMTREE TR
+$9.5M
246,169
+737%
增持
IWF
ISHARES TR
+$9.5M
161,133
+9%
增持
AAPL
APPLE INC
-$9.4M
2,464,000
+10%
增持
FDVV
FIDELITY COVINGTON TRUST
+$9.4M
618,263
+40%
增持
AVGO
BROADCOM INC
+$9.3M
28,658
+12%
增持
IWD
ISHARES TR
+$9.3M
212,875
+22%
减持
SPSM
SPDR SER TR
-$9.2M
232,876
-49%
增持
IEFA
ISHARES TR
+$9.2M
653,739
+17%
增持
CVX
CHEVRON CORP NEW
+$9.1M
317,069
+16%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$9.1M
1,027,369
+22%
增持
SMH
VANECK ETF TRUST
+$9.0M
87,053
+44%
增持
WMT
WALMART INC
+$9.0M
657,027
+239%
增持
FLRT
PACER FDS TR
+$9.0M
201,213
+1598%
增持
PAUG
INNOVATOR ETFS TRUST
+$8.9M
428,939
+129%
增持
ET
ENERGY TRANSFER L P
+$8.8M
624,262
+768%
增持
XLE
SELECT SECTOR SPDR TR
+$8.7M
296,859
+29%
清仓
—
BROOKLINE BANCORP INC DEL
-$8.7M
0
-100%
增持
IJR
ISHARES TR
+$8.6M
1,041,266
+6%
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.6M
118,228
+37%
增持
DFAC
DIMENSIONAL ETF TRUST
+$8.4M
1,842,407
+7%
增持
AJG
GALLAGHER ARTHUR J &CO
+$8.4M
47,090
+212%
增持
AGOX
STARBOARD INVT TR
+$8.3M
1,641,608
+18%
增持
FNX
FIRST TR MID CAP CORE ALPHAD
+$8.1M
345,678
+16%
增持
MRK
MERCK &CO INC
+$7.9M
276,102
+5%
减持
BA
BOEING CO
-$7.9M
115,967
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.7M
360,988
+6%
清仓
FNK
FIRST TR EXCHANGE-TRADED ALP
-$7.6M
0
-100%
增持
ORCL
ORACLE CORP
+$7.6M
189,385
+23%
增持
DIS
DISNEY WALT CO
+$7.6M
194,897
+8%
增持
EFG
ISHARES TR
+$7.5M
340,508
+18%
增持
COST
COSTCO WHSL CORP NEW
+$7.5M
65,173
+7%
增持
PFE
PFIZER INC
+$7.3M
987,256
+41%
增持
VXUS
VANGUARD STAR FDS
+$7.2M
1,048,280
+9%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$7.2M
428,103
-35%
增持
NJAN
INNOVATOR ETFS TRUST
+$7.2M
202,798
+409%
增持
PSA
PUBLIC STORAGE
+$7.1M
26,165
+680%
增持
SPYM
SPDR SER TR
+$7.1M
929,169
+4%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$7.1M
111,928
+43%
增持
PFEB
INNOVATOR ETFS TRUST
+$7.1M
354,530
+129%
清仓
—
MULTI WAYS HOLDINGS LIMITED
-$7.0M
0
-100%
增持
NFLX
NETFLIX INC
+$7.0M
43,017
+9%
增持
V
VISA INC
+$6.9M
184,194
+8%
增持
FFLG
FIDELITY COVINGTON TRUST
+$6.9M
1,024,784
+25%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.7M
492,462
+32%
建仓
RUNN
STRATEGIC TRUST
+$6.6M
210,830
增持
IYW
ISHARES TR
+$6.5M
298,004
+9%
增持
FQAL
FIDELITY COVINGTON TRUST
+$6.5M
522,914
+17%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$6.5M
414,876
+36%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.5M
514,616
+4%
增持
BUFZ
FIRST TR EXCHNG TRADED FD VI
+$6.4M
586,633
+89%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$6.4M
1,141,143
+17%
增持
VZ
VERIZON COMMUNICATIONS INC
+$6.3M
918,983
+8%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.3M
186,696
+13%
增持
MSTR
MICROSTRATEGY INC
+$6.2M
5,341
+17%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$6.2M
565,912
+15%
减持
MMM
3M CO
-$6.2M
112,421
-32%
增持
JANT
AIM ETF PRODUCTS TRUST
+$6.1M
539,928
+43%
增持
TOTL
SSGA ACTIVE ETF TR
+$6.0M
213,230
+244%
建仓
IRM
IRON MTN INC DEL
+$5.9M
73,551
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$5.9M
329,389
+310%
增持
MA
MASTERCARD INCORPORATED
+$5.9M
62,064
+10%
增持
FFLC
FIDELITY COVINGTON TRUST
+$5.7M
227,542
+118%
增持
FEX
FIRST TR LRGE CP CORE ALPHA
+$5.7M
185,278
+31%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.6M
887,804
+9%
增持
NVO
NOVO-NORDISK A S
+$5.6M
124,616
+23%
增持
DUSA
DAVIS FUNDAMENTAL ETF TR
+$5.6M
779,259
+6%
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$5.5M
327,798
+218%
增持
FCOR
FIDELITY MERRIMACK STR TR
+$5.5M
134,787
+700%
增持
DBA
INVESCO DB MULTI-SECTOR COMM
+$5.3M
251,790
+461%
增持
ONEQ
FIDELITY COMWLTH TR
+$5.3M
437,343
+13%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.3M
200,332
+41%
增持
PSEP
INNOVATOR ETFS TRUST
+$5.2M
290,247
+88%
减持
SPYG
SPDR SER TR
+$5.1M
698,851
-1%
增持
XLV
SELECT SECTOR SPDR TR
+$5.1M
184,189
+13%
减持
SYK
STRYKER CORPORATION
+$5.0M
92,491
-1%
增持
MUB
ISHARES TR
+$5.0M
170,606
+38%
增持
UJUL
INNOVATOR ETFS TRUST
+$4.9M
232,699
+183%
增持
DXJ
WISDOMTREE TR
+$4.9M
71,153
+119%
增持
LGOV
FIRST TR EXCHANGE-TRADED FD
+$4.9M
621,210
+63%
减持
FLRN
SPDR SER TR
-$4.8M
49,499
-76%
增持
DFUS
DIMENSIONAL ETF TRUST
+$4.8M
562,586
+7%
增持
RTX
RTX CORPORATION
+$4.7M
249,474
+7%
增持
EMR
EMERSON ELEC CO
+$4.7M
187,615
+10%
