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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
增持 142
减持 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$140.7M
2,674,355
+9%
增持
NVDA
NVIDIA CORPORATION
+$95.7M
2,758,901
+917%
增持
DGRO
ISHARES TR
+$69.7M
1,455,350
+497%
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
MSFT
MICROSOFT CORP
+$69.4M
927,247
+20%
增持
AMZN
AMAZON COM INC
+$65.6M
1,381,256
+24%
增持
GOOG
ALPHABET INC
+$54.9M
680,934
+48%
增持
QQQ
INVESCO QQQ TR
+$52.9M
620,589
+13%
增持
BND
VANGUARD BD INDEX FDS
+$47.8M
996,836
+270%
增持
FBND
FIDELITY MERRIMACK STR TR
+$45.8M
2,440,628
+82%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$45.6M
784,375
+60%
增持
SPY
SPDR S&P 500 ETF TR
+$43.8M
514,334
+14%
增持
GOOGL
ALPHABET INC
+$41.2M
667,865
+25%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$37.9M
527,556
+26%
增持
JPM
JPMORGAN CHASE & CO.
+$33.5M
678,241
+31%
减持
PH
PARKER-HANNIFIN CORP
-$31.7M
620,101
-0%
增持
IWY
ISHARES TR
+$31.0M
203,204
+268%
增持
JAAA
JANUS DETROIT STR TR
+$30.0M
841,548
+232%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$28.6M
537,479
+49%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$28.2M
1,120,442
+540%
减持
QDEC
FIRST TR EXCHNG TRADED FD VI
-$25.7M
169,529
-86%
增持
VOO
VANGUARD INDEX FDS
+$24.8M
575,093
+10%
增持
SPDW
SPDR INDEX SHS FDS
+$24.1M
916,855
+310%
增持
MGC
VANGUARD WORLD FD
+$24.1M
156,197
+465%
增持
IGIB
ISHARES TR
+$23.8M
620,527
+313%
增持
—
EXXON MOBIL CORP
+$23.6M
862,292
+32%
增持
KO
COCA COLA CO
+$22.8M
844,840
+67%
增持
SCHG
SCHWAB STRATEGIC TR
+$22.6M
748,018
+45%
增持
VTIP
VANGUARD MALVERN FDS
+$22.0M
578,526
+723%
增持
ORCL
ORACLE CORP
+$21.6M
321,633
+70%
增持
LQD
ISHARES TR
+$21.2M
321,463
+184%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$21.0M
1,636,746
+59%
增持
WFC
WELLS FARGO CO NEW
+$20.9M
526,056
+216%
增持
PM
PHILIP MORRIS INTL INC
+$19.8M
309,500
+162%
增持
VB
VANGUARD INDEX FDS
+$19.6M
363,116
+51%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$19.4M
2,192,424
+34%
增持
VTI
VANGUARD INDEX FDS
+$19.3M
898,933
+16%
增持
CMCSA
COMCAST CORP NEW
+$19.0M
785,793
+188%
增持
SCHA
SCHWAB STRATEGIC TR
+$18.8M
457,576
+731%
增持
LLY
ELI LILLY &CO
+$18.6M
90,521
+20%
增持
APRT
AIM ETF PRODUCTS TRUST
+$18.4M
517,565
+6163%
增持
STIP
ISHARES TR
+$17.9M
238,579
+305%
增持
GLD
SPDR GOLD TR
+$17.3M
248,461
+42%
增持
FTGS
FIRST TR EXCHANGE TRADED FD
+$17.1M
607,447
+1229%
减持
JANT
AIM ETF PRODUCTS TRUST
-$16.7M
32,321
-94%
增持
QUAL
ISHARES TR
+$16.7M
571,834
+16%
增持
NVS
NOVARTIS AG
+$16.6M
188,806
+429%
增持
ADI
ANALOG DEVICES INC
+$16.4M
91,709
+299%
增持
SCHM
SCHWAB STRATEGIC TR
+$16.3M
264,878
+435%
增持
SPYV
SPDR SER TR
+$16.1M
497,172
+208%
增持
IUSB
ISHARES TR
+$15.6M
1,083,847
+48%
增持
SDY
SPDR SER TR
+$15.5M
275,981
+84%
增持
VO
VANGUARD INDEX FDS
+$15.5M
358,347
+42%
增持
SCHW
SCHWAB CHARLES CORP
+$15.2M
326,338
+170%
减持
PID
INVESCO EXCHANGE TRADED FD T
-$14.5M
94,088
-89%
增持
SPYG
SPDR SER TR
+$14.4M
817,750
+17%
增持
FTEC
FIDELITY COVINGTON TRUST
+$14.2M
188,198
+67%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$14.2M
826,369
+108%
增持
V
VISA INC
+$14.0M
249,069
+35%
增持
TSLA
TESLA INC
+$13.9M
283,618
+18%
增持
XLK
SELECT SECTOR SPDR TR
+$13.5M
390,319
+9%
增持
IEF
ISHARES TR
+$13.4M
296,881
+103%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$12.9M
863,019
+209%
增持
BKNG
BOOKING HOLDINGS INC
+$12.7M
4,125
+310%
增持
IVV
ISHARES TR
+$12.6M
655,327
+11%
增持
WMT
WALMART INC
+$12.3M
817,741
+24%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$12.2M
1,000,167
+67%
增持
—
BLACKROCK INC
+$12.1M
31,230
+108%
增持
AMGN
AMGEN INC
+$12.0M
111,640
+39%
增持
ELV
ELEVANCE HEALTH INC
+$11.9M
34,406
+166%
增持
AVGO
BROADCOM INC
+$11.9M
31,085
+8%
增持
COST
COSTCO WHSL CORP NEW
+$11.9M
70,161
+8%
增持
IVW
ISHARES TR
+$11.7M
634,587
+27%
增持
VOE
VANGUARD INDEX FDS
+$11.0M
206,952
+69%
增持
CVX
CHEVRON CORP NEW
+$11.0M
389,791
+23%
增持
SCHX
SCHWAB STRATEGIC TR
+$10.8M
249,712
+327%
增持
PAPR
INNOVATOR ETFS TRUST
+$10.6M
454,409
+199%
增持
EFG
ISHARES TR
+$10.4M
457,771
+34%
增持
FUTY
FIDELITY COVINGTON TRUST
+$10.3M
289,019
+586%
增持
RTX
RTX CORPORATION
+$10.3M
345,057
+38%
增持
BAC
BANK AMERICA CORP
+$10.2M
733,746
+47%
增持
VGT
VANGUARD WORLD FD
+$10.0M
71,737
+20%
增持
IEMG
ISHARES INC
+$9.8M
480,363
+56%
增持
C
CITIGROUP INC
+$9.8M
320,922
+92%
增持
NEE
NEXTERA ENERGY INC
+$9.7M
453,801
+29%
增持
MCK
MCKESSON CORP
+$9.5M
21,265
+296%
增持
—
UNILEVER PLC
+$9.5M
240,500
+236%
增持
GD
GENERAL DYNAMICS CORP
+$9.4M
81,923
+65%
增持
IJR
ISHARES TR
+$9.4M
1,187,707
+14%
增持
LMT
LOCKHEED MARTIN CORP
+$9.3M
88,436
+30%
减持
LGOV
FIRST TR EXCHANGE-TRADED FD
-$9.2M
195,743
-68%
增持
VUG
VANGUARD INDEX FDS
+$9.1M
452,054
+8%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.1M
1,524,689
+13%
增持
BIL
SPDR SER TR
+$9.1M
178,711
+123%
增持
KBE
SPDR SER TR
+$9.0M
205,450
+1702%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$9.0M
657,991
+246%
增持
UBER
UBER TECHNOLOGIES INC
+$9.0M
301,765
+79%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.7M
693,090
+23%
增持
BDX
BECTON DICKINSON & CO
+$8.7M
49,097
+333%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$8.7M
1,006,171
-14%
增持
SCHB
SCHWAB STRATEGIC TR
+$8.6M
161,154
+621%
增持
FISV
FISERV INC
+$8.6M
105,345
+142%
增持
SNY
SANOFI
+$8.5M
198,617
+761%
增持
IUSV
ISHARES TR
+$8.5M
327,902
+49%
增持
PFE
PFIZER INC
+$8.5M
1,359,408
+38%
增持
OMC
OMNICOM GROUP INC
+$8.3M
106,004
+773%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$8.3M
353,122
-28%
增持
ABBV
ABBVIE INC
+$8.1M
372,450
+22%
增持
QCOM
QUALCOMM INC
+$8.1M
140,534
+28%
增持
PG
PROCTER AND GAMBLE CO
+$8.0M
430,614
+16%
增持
PJAN
INNOVATOR ETFS TRUST
+$8.0M
362,954
+115%
增持
EFAV
ISHARES TR
+$8.0M
154,527
+298%
增持
SMH
VANECK ETF TRUST
+$7.9M
105,586
+21%
增持
—
MEDTRONIC PLC
+$7.9M
264,864
+79%
增持
WMB
WILLIAMS COS INC
+$7.9M
390,770
+79%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$7.9M
826,080
+88%
增持
IUSG
ISHARES TR
+$7.9M
312,660
+43%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.7M
622,989
+32%
增持
XLI
SELECT SECTOR SPDR TR
+$7.7M
92,680
+222%
增持
IWF
ISHARES TR
+$7.7M
179,646
+11%
增持
EBAY
EBAY INC.
+$7.6M
152,560
+1277%
增持
PJUL
INNOVATOR ETFS TRUST
+$7.6M
383,656
+100%
增持
AJG
GALLAGHER ARTHUR J &CO
-$7.6M
49,693
+6%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.6M
45,442
+48%
增持
AXP
AMERICAN EXPRESS CO
+$7.5M
90,810
+53%
增持
ENB
ENBRIDGE INC
+$7.4M
317,313
+194%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.4M
1,094,591
+23%
增持
POCT
INNOVATOR ETFS TRUST
+$7.3M
436,171
+74%
增持
SPYM
SPDR SER TR
+$7.3M
1,007,156
+8%
增持
IGSB
ISHARES TR
+$7.2M
218,681
+206%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$7.1M
295,233
-15%
增持
VZ
VERIZON COMMUNICATIONS INC
+$7.1M
1,107,337
+20%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.1M
140,685
+188%
增持
COP
CONOCOPHILLIPS
+$7.1M
138,992
+100%
增持
DUK
DUKE ENERGY CORP NEW
+$7.1M
214,673
+44%
增持
INTC
INTEL CORP
-$6.9M
559,643
+6%
增持
IJH
ISHARES TR
+$6.8M
1,476,481
+16%
增持
MUB
ISHARES TR
+$6.8M
245,446
+44%
增持
EPI
WISDOMTREE TR
+$6.8M
362,235
+47%
增持
SPHY
SPDR SER TR
+$6.7M
309,139
+1575%
增持
MO
ALTRIA GROUP INC
+$6.7M
495,763
+37%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$6.6M
587,319
+40%
增持
CVS
CVS HEALTH CORP
+$6.5M
354,020
+103%
增持
DFAE
DIMENSIONAL ETF TRUST
+$6.5M
305,500
+456%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$6.5M
959,515
+16%
增持
SPEM
SPDR INDEX SHS FDS
+$6.4M
228,994
+281%
增持
DFAC
DIMENSIONAL ETF TRUST
+$6.4M
2,023,622
+10%
增持
BNY
BANK NEW YORK MELLON CORP
+$6.3M
124,764
+529%
增持
EFA
ISHARES TR
+$6.1M
543,859
+49%
增持
IYW
ISHARES TR
+$6.1M
324,339
+9%
增持
FBCG
FIDELITY COVINGTON TRUST
+$6.1M
626,158
+23%
