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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 4
增持 51
减持 94
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
PH
PARKER-HANNIFIN CORP
+$77.6M
619,165
-0%
减持
USFR
WISDOMTREE TR
-$53.9M
930,143
-53%
减持
VOO
VANGUARD INDEX FDS
-$47.1M
431,981
-25%
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
NVDA
NVIDIA CORPORATION
-$41.5M
2,464,845
-11%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$37.0M
3,000,888
+37%
减持
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$29.0M
135,172
-88%
增持
KNG
FIRST TR EXCHANGE-TRADED FD
+$27.8M
894,998
+115%
增持
FBND
FIDELITY MERRIMACK STR TR
+$27.6M
2,869,497
+18%
减持
IVV
ISHARES TR
+$27.4M
609,816
-7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$23.8M
518,084
-2%
减持
AAPL
APPLE INC
+$23.8M
2,519,669
-6%
减持
AMZN
AMAZON COM INC
-$23.8M
1,304,971
-6%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$23.6M
538,829
-52%
减持
MSFT
MICROSOFT CORP
-$22.4M
863,082
-7%
增持
VTV
VANGUARD INDEX FDS
+$21.7M
901,424
+1%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$20.3M
546,452
+317%
减持
VTI
VANGUARD INDEX FDS
-$19.2M
710,775
-21%
减持
GOOGL
ALPHABET INC
-$19.1M
618,470
-7%
减持
FBCG
FIDELITY COVINGTON TRUST
-$17.8M
183,657
-71%
减持
IUSG
ISHARES TR
-$17.4M
123,024
-61%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$16.6M
811,728
+3%
减持
IUSV
ISHARES TR
-$16.6M
124,264
-62%
减持
FDVV
FIDELITY COVINGTON TRUST
-$16.4M
291,755
-57%
减持
GOOG
ALPHABET INC
-$16.4M
648,854
-5%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$16.3M
437,378
+174%
减持
HYZD
WISDOMTREE TR
-$15.5M
40,137
-95%
增持
SCHD
SCHWAB STRATEGIC TR
+$15.4M
1,574,832
+3%
建仓
QFLR
INNOVATOR ETFS TRUST
+$15.2M
551,325
减持
CVX
CHEVRON CORP NEW
-$15.2M
311,012
-20%
减持
FEX
FIRST TR LRGE CP CORE ALPHA
-$15.1M
18,351
-90%
减持
IUSB
ISHARES TR
-$14.7M
727,412
-33%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$14.4M
314,478
-46%
增持
FLRT
PACER FDS TR
+$14.4M
523,188
+138%
减持
SPYG
SPDR SER TR
-$14.2M
618,564
-24%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$13.0M
141,110
-48%
减持
WMT
WALMART INC
+$12.6M
798,538
-2%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$12.5M
83,040
-77%
减持
—
EXXON MOBIL CORP
-$12.4M
741,366
-14%
减持
IJR
ISHARES TR
+$12.3M
1,169,357
-2%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$12.2M
477,125
+2727%
减持
VYM
VANGUARD WHITEHALL FDS
+$12.1M
1,016,691
-2%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$11.5M
175,134
-41%
增持
BND
VANGUARD BD INDEX FDS
+$11.4M
1,048,769
+5%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$11.0M
575,249
+149%
减持
XLE
SELECT SECTOR SPDR TR
-$10.7M
238,248
-31%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$10.7M
362,449
-33%
增持
—
BLACKROCK INC
+$10.5M
36,975
+18%
增持
UAUG
INNOVATOR ETFS TRUST
+$10.5M
346,818
+604%
增持
ORCL
ORACLE CORP
+$10.4M
327,389
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$10.4M
1,087,965
+13%
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$10.2M
250,055
-69%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$10.2M
2,526,165
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$9.7M
470,954
-8%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$9.7M
1,060,121
+28%
增持
DGRO
ISHARES TR
+$9.6M
1,491,105
+2%
减持
GMAR
FIRST TR EXCHNG TRADED FD VI
-$9.6M
161,154
-63%
增持
AGOX
STARBOARD INVT TR
+$9.5M
1,921,300
+17%
减持
LMT
LOCKHEED MARTIN CORP
+$9.2M
84,658
-4%
减持
BIL
SPDR SER TR
-$9.2M
78,042
-56%
减持
ET
ENERGY TRANSFER L P
-$9.1M
96,933
-85%
减持
QQQ
INVESCO QQQ TR
-$9.0M
590,690
-5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.0M
177,248
-10%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$9.0M
1,805,123
+10%
减持
NEAR
ISHARES U S ETF TR
-$8.8M
53,511
-77%
减持
IVE
ISHARES TR
-$8.5M
483,924
-17%
增持
AGG
ISHARES TR
+$8.4M
336,946
+11%
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$8.3M
234,644
-60%
减持
YEAR
AB ACTIVE ETFS INC
-$8.1M
101,315
-61%
减持
MCD
MCDONALDS CORP
+$8.1M
143,778
-3%
增持
AVUV
AMERICAN CENTY ETF TR
+$8.0M
148,091
+114%
减持
CAT
CATERPILLAR INC
+$7.9M
157,467
-2%
增持
FIIG
FIRST TR EXCHANGE-TRADED FD
+$7.8M
402,587
+951%
增持
JAAA
JANUS DETROIT STR TR
+$7.8M
995,053
+18%
减持
CVS
CVS HEALTH CORP
-$7.7M
202,390
-43%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.7M
516,151
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$7.7M
34,677
-24%
减持
TSLA
TESLA INC
+$7.6M
243,559
-14%
减持
IEMG
ISHARES INC
-$7.6M
315,971
-34%
减持
IRT
INDEPENDENCE RLTY TR INC
-$7.4M
9,878
-98%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$7.4M
134,170
+410%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$7.3M
228,773
-53%
减持
DEM
WISDOMTREE TR
-$7.2M
168,185
-50%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$6.7M
181,367
+70%
减持
VO
VANGUARD INDEX FDS
+$6.6M
323,018
-10%
减持
HD
HOME DEPOT INC
+$6.5M
138,976
-10%
减持
PLD
PROLOGIS INC.
-$6.5M
15,856
-79%
减持
VUG
VANGUARD INDEX FDS
+$6.5M
414,244
-8%
增持
IEF
ISHARES TR
+$6.5M
343,943
+16%
减持
FSMD
FIDELITY COVINGTON TRUST
-$6.4M
204,356
-51%
减持
IRM
IRON MTN INC DEL
-$6.3M
2,580
-96%
减持
FTEC
FIDELITY COVINGTON TRUST
-$6.2M
146,421
-22%
增持
XJUN
FIRST TR EXCHNG TRADED FD VI
+$6.2M
423,119
+58%
减持
ABBV
ABBVIE INC
+$6.2M
354,769
-5%
减持
IJH
ISHARES TR
+$6.2M
1,445,676
-2%
增持
LOW
LOWES COS INC
+$6.0M
100,852
+1%
减持
WTAI
WISDOMTREE TR
-$6.0M
147,225
-66%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$6.0M
965,710
+11%
减持
IHDG
WISDOMTREE TR
-$6.0M
642,716
-17%
减持
NEE
NEXTERA ENERGY INC
+$5.9M
450,404
-1%
减持
EFG
ISHARES TR
-$5.8M
371,682
-19%
减持
O
REALTY INCOME CORP
-$5.7M
27,294
-81%
减持
META
META PLATFORMS INC
+$5.7M
128,773
-4%
减持
VOT
VANGUARD INDEX FDS
-$5.7M
107,108
-25%
增持
FNDX
SCHWAB STRATEGIC TR
+$5.7M
467,133
+12%
减持
IWM
ISHARES TR
+$5.5M
227,499
-5%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$5.5M
1,664,256
+2%
减持
VTEB
VANGUARD MUN BD FDS
-$5.5M
274,322
-35%
增持
PEP
PEPSICO INC
+$5.4M
239,857
+6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$5.4M
725,333
+16%
减持
MU
MICRON TECHNOLOGY INC
-$5.3M
130,873
-14%
减持
WPC
WP CAREY INC
-$5.3M
4,287
-96%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.3M
29,159
+38%
减持
PSA
PUBLIC STORAGE OPER CO
-$5.3M
6,015
-77%
减持
BA
BOEING CO
-$5.3M
94,637
-12%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$5.2M
414,386
-37%
减持
INTC
INTEL CORP
-$5.2M
479,481
-14%
减持
PM
PHILIP MORRIS INTL INC
+$5.1M
295,048
-5%
增持
GSEP
FIRST TR EXCHNG TRADED FD VI
+$5.1M
273,297
+110%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$5.0M
704,959
+54%
增持
TLT
ISHARES TR
+$5.0M
317,003
+6%
减持
VXUS
VANGUARD STAR FDS
+$4.9M
1,101,114
-1%
建仓
—
INVESCO QQQ TR
+$4.9M
10,000
减持
VEA
VANGUARD TAX-MANAGED FDS
+$4.8M
1,073,768
-2%
增持
GAUG
FIRST TR EXCHNG TRADED FD VI
+$4.7M
232,512
+134%
减持
VB
VANGUARD INDEX FDS
+$4.7M
334,411
-8%
减持
ICF
ISHARES TR
+$4.6M
541,604
-4%
增持
MDYV
SPDR SER TR
+$4.5M
560,839
+2%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.5M
1,628,374
+2%
减持
SBUX
STARBUCKS CORP
+$4.5M
201,629
-1%
增持
IWV
ISHARES TR
+$4.5M
47,157
+33%
减持
SPLV
INVESCO EXCH TRADED FD TR II
+$4.5M
677,812
-0%
增持
CALF
PACER FDS TR
+$4.4M
903,642
+5%
增持
GTO
INVESCO ACTIVELY MANAGED EXC
+$4.4M
131,188
+215%
减持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$4.4M
31,636
-88%
减持
NVO
NOVO-NORDISK A S
-$4.4M
125,229
-14%
减持
AMAT
APPLIED MATLS INC
-$4.4M
51,291
-18%
建仓
IBTP
ISHARES TR
+$4.3M
164,280
建仓
PALC
PACER FDS TR
+$4.3M
87,488
增持
FHLC
FIDELITY COVINGTON TRUST
+$4.3M
228,640
+22%
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$4.3M
0
-100%
减持
BAC
BANK AMERICA CORP
-$4.3M
627,214
-15%
增持
IVLU
ISHARES TR
+$4.3M
185,460
+326%
增持
CMI
CUMMINS INC
+$4.2M
54,285
+10%
增持
ABT
ABBOTT LABS
+$4.2M
213,591
+10%
增持
VDC
VANGUARD WORLD FD
+$4.1M
92,943
+17%
减持
DE
DEERE & CO
+$4.1M
87,284
-0%
增持
XLU
SELECT SECTOR SPDR TR
+$4.1M
174,077
+19%
减持
JNJ
JOHNSON & JOHNSON
+$4.0M
347,043
-9%
减持
CASY
CASEYS GEN STORES INC
-$3.9M
7,258
-58%
增持
TOTL
SSGA ACTIVE ETF TR
+$3.9M
340,002
+33%
