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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 9
增持 52
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$82.1M
2,839,994
+15%
减持
DGRO
ISHARES TR
-$74.6M
307,958
-79%
建仓
—
PROSPECT CAP CORP
+$66.6M
673,000
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
VOO
VANGUARD INDEX FDS
+$60.1M
534,551
+24%
增持
AAPL
APPLE INC
+$56.4M
2,569,716
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$47.9M
420,484
-19%
增持
IVV
ISHARES TR
+$47.0M
677,332
+11%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$39.0M
612,412
+344%
增持
TSLA
TESLA INC
+$37.8M
251,432
+3%
清仓
—
BLACKROCK INC
-$35.1M
0
-100%
减持
AMZN
AMAZON COM INC
+$34.3M
1,264,608
-3%
增持
AVGO
BROADCOM INC
+$33.3M
346,591
+27%
增持
VUG
VANGUARD INDEX FDS
+$31.8M
464,960
+12%
增持
QQQ
INVESCO QQQ TR
+$30.3M
623,191
+6%
减持
IGIB
ISHARES TR
-$26.8M
109,280
-82%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$26.6M
1,451,077
+1027%
减持
SPDW
SPDR INDEX SHS FDS
-$26.0M
282,556
-70%
减持
VB
VANGUARD INDEX FDS
-$24.7M
227,519
-32%
减持
MSFT
MICROSOFT CORP
-$24.5M
823,027
-5%
减持
KO
COCA COLA CO
-$24.0M
527,297
-33%
减持
IWY
ISHARES TR
-$23.3M
91,322
-55%
减持
CMCSA
COMCAST CORP NEW
-$22.5M
255,644
-67%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$22.4M
407,488
-21%
建仓
BLK
BLACKROCK INC
+$22.4M
21,807
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$21.0M
3,697,300
+23%
减持
VTIP
VANGUARD MALVERN FDS
-$20.7M
88,940
-82%
减持
MGC
VANGUARD WORLD FD
-$20.5M
45,300
-69%
减持
FLRT
PACER FDS TR
-$20.2M
97,284
-81%
建仓
NVBT
AIM ETF PRODUCTS TRUST
+$19.9M
610,844
减持
APRT
AIM ETF PRODUCTS TRUST
-$19.4M
17,621
-97%
减持
PM
PHILIP MORRIS INTL INC
-$18.8M
139,649
-53%
减持
IVE
ISHARES TR
-$18.7M
401,937
-17%
减持
ORCL
ORACLE CORP
-$18.6M
222,919
-32%
增持
ET
ENERGY TRANSFER L P
+$18.6M
1,030,648
+963%
增持
USFR
WISDOMTREE TR
+$18.5M
1,296,762
+39%
减持
SPYV
SPDR SER TR
-$18.4M
131,573
-72%
减持
NVS
NOVARTIS AG
-$18.0M
37,726
-80%
减持
WFC
WELLS FARGO CO NEW
-$17.9M
176,568
-67%
减持
STIP
ISHARES TR
-$17.6M
45,283
-79%
减持
IJR
ISHARES TR
-$16.9M
1,040,297
-11%
减持
DUHP
DIMENSIONAL ETF TRUST
-$16.4M
178,756
-73%
增持
BOND
PIMCO ETF TR
+$16.2M
369,381
+103%
增持
SPY
SPDR S&P 500 ETF TR
+$16.0M
488,425
+4%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$15.8M
416,617
-43%
减持
ADI
ANALOG DEVICES INC
-$15.4M
27,622
-70%
建仓
FTCB
FIRST TR EXCHANGE-TRADED FD
+$15.3M
741,859
减持
SCHM
SCHWAB STRATEGIC TR
-$15.1M
173,385
-28%
减持
LMT
LOCKHEED MARTIN CORP
-$14.6M
71,699
-15%
减持
VO
VANGUARD INDEX FDS
-$14.4M
268,106
-17%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$14.2M
666,050
+191%
减持
CGCP
CAPITAL GRP FIXED INCM ETF T
-$14.2M
261,950
-70%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.8M
289,270
+33%
减持
ELV
ELEVANCE HEALTH INC
-$13.5M
11,639
-66%
增持
JAAA
JANUS DETROIT STR TR
+$13.5M
1,264,166
+27%
减持
GD
GENERAL DYNAMICS CORP
-$13.4M
47,042
-45%
减持
—
EXXON MOBIL CORP
-$12.7M
689,559
-7%
减持
LLY
ELI LILLY & CO
-$12.7M
82,920
-4%
增持
MSTR
MICROSTRATEGY INC
+$12.4M
64,612
+72%
减持
BKNG
BOOKING HOLDINGS INC
-$12.2M
1,098
-74%
减持
—
MEDTRONIC PLC
-$12.2M
154,818
-43%
减持
GOOG
ALPHABET INC
-$12.2M
505,622
-22%
减持
VOE
VANGUARD INDEX FDS
-$12.0M
135,161
-33%
减持
VZ
VERIZON COMMUNICATIONS INC
-$11.7M
885,393
-16%
减持
RTX
RTX CORPORATION
-$11.4M
223,121
-27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$11.3M
1,321,467
+21%
增持
DFAC
DIMENSIONAL ETF TRUST
+$11.3M
2,124,373
+17%
减持
AMGN
AMGEN INC
-$11.3M
90,520
-16%
减持
—
UNILEVER PLC
-$11.2M
75,717
-68%
减持
SNY
SANOFI
-$10.9M
20,833
-90%
建仓
LRCX
LAM RESEARCH CORP
+$10.7M
147,904
减持
SCHW
SCHWAB CHARLES CORP
-$10.6M
150,793
-55%
建仓
AHRT
ARMADA HOFFLER PPTYS INC
+$10.5M
1,026,803
减持
BDX
BECTON DICKINSON &CO
-$10.5M
8,302
-84%
增持
NFLX
NETFLIX INC
+$10.4M
48,391
+5%
减持
OMC
OMNICOM GROUP INC
-$10.4M
17,022
-85%
增持
VGT
VANGUARD WORLD FD
+$10.3M
77,528
+20%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$10.2M
197,730
-72%
增持
DON
WISDOMTREE TR
+$10.2M
544,569
+59%
清仓
—
ISHARES TR
-$10.2M
0
-100%
增持
META
META PLATFORMS INC
+$10.1M
143,121
+11%
增持
AIRR
FIRST TR EXCHANGE-TRADED FD
+$10.0M
402,878
+43%
减持
EBAY
EBAY INC.
-$10.0M
10,005
-94%
减持
EFAV
ISHARES TR
-$10.0M
30,925
-81%
增持
SHY
ISHARES TR
+$10.0M
325,914
+62%
建仓
PSMD
PACER FDS TR
+$10.0M
341,716
减持
COP
CONOCOPHILLIPS
-$9.8M
84,759
-51%
减持
FISV
FISERV INC
-$9.8M
45,131
-57%
增持
IUSG
ISHARES TR
+$9.7M
186,252
+51%
增持
TBIL
RBB FD INC
+$9.7M
350,508
+124%
减持
FENY
FIDELITY COVINGTON TRUST
-$9.6M
221,850
-64%
增持
IVW
ISHARES TR
+$9.6M
658,404
+10%
增持
AJG
GALLAGHER ARTHUR J & CO
+$9.6M
46,052
+268%
清仓
—
LAM RESEARCH CORP
-$9.5M
0
-100%
减持
KBE
SPDR SER TR
-$9.4M
38,722
-82%
增持
MTUM
ISHARES TR
+$9.3M
81,913
+118%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.3M
65,286
+15%
减持
CVS
CVS HEALTH CORP
-$9.1M
80,128
-60%
减持
PEP
PEPSICO INC
-$9.1M
206,408
-14%
建仓
ANET
ARISTA NETWORKS INC
+$9.1M
82,489
减持
SDY
SPDR SER TR
-$9.1M
180,908
-22%
减持
CGGO
CAPITAL GROUP GBL GROWTH EQT
-$8.8M
727,176
-27%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$8.8M
0
-100%
减持
C
CITIGROUP INC
-$8.6M
175,726
-48%
增持
IRM
IRON MTN INC DEL
+$8.5M
84,198
+3163%
增持
SCHX
SCHWAB STRATEGIC TR
-$8.5M
293,369
+30%
清仓
—
ISHARES TR
-$8.4M
0
-100%
减持
ABBV
ABBVIE INC
-$8.4M
347,162
-2%
减持
ENB
ENBRIDGE INC
-$8.4M
92,939
-69%
减持
JPM
JPMORGAN CHASE &CO.
-$8.3M
524,974
-18%
减持
SCHB
SCHWAB STRATEGIC TR
-$8.2M
105,324
-34%
减持
LOW
LOWES COS INC
-$8.0M
78,257
-22%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$7.9M
51,543
+49%
减持
FCX
FREEPORT-MCMORAN INC
-$7.9M
266,249
-26%
减持
JNJ
JOHNSON & JOHNSON
-$7.9M
334,387
-4%
增持
NEAR
ISHARES U S ETF TR
+$7.8M
209,380
+291%
减持
QCOM
QUALCOMM INC
-$7.8M
99,614
-27%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$7.6M
48,013
-67%
增持
ONEQ
FIDELITY COMWLTH TR
+$7.6M
490,594
+18%
增持
IRT
INDEPENDENCE RLTY TR INC
+$7.5M
389,554
+3844%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$7.4M
96,485
-47%
增持
COST
COSTCO WHSL CORP NEW
+$7.4M
74,864
+8%
增持
IYW
ISHARES TR
+$7.2M
351,433
+9%
减持
PFE
PFIZER INC
-$7.2M
1,162,257
-12%
减持
PJUL
INNOVATOR ETFS TRUST
-$7.2M
218,993
-45%
减持
DFAE
DIMENSIONAL ETF TRUST
-$7.2M
67,840
-79%
增持
COWZ
PACER FDS TR
+$7.2M
1,779,211
+10%
清仓
—
ARISTA NETWORKS INC
-$7.1M
0
-100%
增持
VTV
VANGUARD INDEX FDS
+$7.1M
971,452
+8%
减持
UTWO
RBB FD INC
-$7.0M
4,962
-97%
减持
UBER
UBER TECHNOLOGIES INC
-$7.0M
268,306
-13%
增持
TLT
ISHARES TR
+$7.0M
436,498
+38%
减持
BNY
BANK NEW YORK MELLON CORP
-$7.0M
19,053
-84%
增持
SCHG
SCHWAB STRATEGIC TR
-$6.9M
2,322,893
+238%
减持
EFA
ISHARES TR
-$6.8M
369,945
-11%
减持
HUBB
HUBBELL INC
-$6.7M
1,537
-91%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$6.7M
621,633
-34%
增持
PSA
PUBLIC STORAGE OPER CO
+$6.6M
29,319
+387%
减持
VOOV
VANGUARD ADMIRAL FDS INC
-$6.5M
11,599
-74%
减持
PAPR
INNOVATOR ETFS TRUST
-$6.4M
227,461
-45%
增持
O
REALTY INCOME CORP
+$6.4M
152,441
+459%
增持
PLD
PROLOGIS INC.
+$6.4M
79,167
+399%
减持
VTI
VANGUARD INDEX FDS
-$6.3M
672,659
-5%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$6.3M
504,415
+21%
减持
UAUG
INNOVATOR ETFS TRUST
-$6.3M
165,168
-52%
减持
IGSB
ISHARES TR
-$6.3M
100,476
-54%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$6.2M
145,228
+78%
增持
LQD
ISHARES TR
+$6.2M
391,807
+24%
减持
APD
AIR PRODS &CHEMS INC
-$6.2M
9,980
-67%
建仓
BIDD
BLACKROCK ETF TRUST
+$6.1M
247,948
增持
IYF
ISHARES TR
+$6.1M
158,074
+44%
