小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 7
增持 49
减持 90
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$3.62B
4,555
+22675%
减持
AAPL
APPLE INC
-$109.5M
2,404,075
-6%
减持
NVDA
NVIDIA CORPORATION
-$101.1M
2,617,616
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。
-8%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$75.3M
401,905
-51%
清仓
—
PROSPECT CAP CORP
-$66.6M
0
-100%
增持
BLV
VANGUARD BD INDEX FDS
+$62.8M
890,801
+2255%
减持
BND
VANGUARD BD INDEX FDS
-$61.4M
266,902
-76%
减持
MSFT
MICROSOFT CORP
-$49.8M
791,390
-4%
减持
VTI
VANGUARD INDEX FDS
-$49.3M
529,748
-21%
增持
OEF
ISHARES TR
+$49.2M
632,327
+1266%
减持
AMZN
AMAZON COM INC
-$46.2M
1,215,503
-4%
减持
IVV
ISHARES TR
-$45.7M
628,358
-7%
增持
SCHB
SCHWAB STRATEGIC TR
+$45.0M
2,008,516
+1807%
减持
QQQ
INVESCO QQQ TR
-$44.9M
583,566
-6%
减持
TSLA
TESLA INC
-$41.4M
232,161
-8%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$39.8M
673,512
-59%
减持
IJR
ISHARES TR
-$39.1M
772,772
-26%
减持
SPY
SPDR S&P 500 ETF TR
-$36.4M
459,143
-6%
减持
SCHD
SCHWAB STRATEGIC TR
-$36.1M
3,272,557
-30%
减持
AGOX
STARBOARD INVT TR
-$35.6M
752,635
-62%
减持
JGRO
J P MORGAN EXCHANGE TRADED F
-$33.6M
216,680
-65%
建仓
AVLV
AMERICAN CENTY ETF TR
+$32.0M
491,200
减持
MDYV
SPDR SER TR
-$31.1M
185,320
-67%
减持
AVGO
BROADCOM INC
-$30.8M
296,201
-15%
增持
IUSB
ISHARES TR
+$30.6M
1,335,826
+95%
减持
DFAI
DIMENSIONAL ETF TRUST
-$29.6M
782,059
-58%
减持
IJH
ISHARES TR
-$29.5M
953,012
-30%
增持
FMDE
FIDELITY COVINGTON TRUST
+$29.4M
991,930
+1785%
减持
LQD
ISHARES TR
-$27.4M
133,193
-66%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$26.8M
270,057
+563%
减持
IEF
ISHARES TR
-$25.8M
28,444
-91%
减持
GOOGL
ALPHABET INC
-$25.0M
536,904
-6%
增持
JAAA
JANUS DETROIT STR TR
+$24.9M
1,755,425
+39%
建仓
VCEB
VANGUARD WORLD FD
+$23.1M
114,528
减持
USFR
WISDOMTREE TR
-$23.0M
839,160
-35%
增持
GLD
SPDR GOLD TR
+$22.7M
290,454
+15%
减持
VUG
VANGUARD INDEX FDS
-$22.0M
455,226
-2%
减持
XLK
SELECT SECTOR SPDR TR
-$21.6M
321,511
-15%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$21.3M
397,851
-5%
增持
BIL
SPDR SER TR
+$20.9M
328,086
+227%
增持
FENI
FIDELITY COVINGTON TRUST
+$19.8M
1,097,753
+134%
减持
PH
PARKER-HANNIFIN CORP
-$19.4M
604,387
-1%
减持
VTV
VANGUARD INDEX FDS
-$18.9M
842,445
-13%
减持
IWF
ISHARES TR
-$18.7M
141,118
-19%
减持
SCHA
SCHWAB STRATEGIC TR
-$17.7M
110,774
-86%
减持
CALF
PACER FDS TR
-$17.3M
624,003
-33%
增持
GOOG
ALPHABET INC
-$15.6M
516,789
+2%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$15.1M
434,091
-36%
增持
VOO
VANGUARD INDEX FDS
+$14.1M
587,897
+10%
增持
JNK
SPDR SER TR
+$13.7M
232,219
+162%
减持
COWZ
PACER FDS TR
-$13.5M
1,588,281
-11%
增持
FTCB
FIRST TR EXCHANGE-TRADED FD
+$13.1M
1,352,171
+82%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$12.2M
61,435
+171%
增持
FBND
FIDELITY MERRIMACK STR TR
+$12.2M
3,303,076
+7%
减持
DFAC
DIMENSIONAL ETF TRUST
-$11.7M
1,871,794
-12%
建仓
VNQI
VANGUARD INTL EQUITY INDEX F
+$11.5M
189,248
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$11.3M
232,077
-53%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$11.1M
828,335
-22%
建仓
PSMR
PACER FDS TR
+$11.1M
410,475
减持
FNDX
SCHWAB STRATEGIC TR
-$10.8M
720,890
-39%
增持
TSPA
T ROWE PRICE ETF INC
+$10.6M
332,276
+992%
清仓
AHRT
ARMADA HOFFLER PPTYS INC
-$10.5M
0
-100%
减持
SPYG
SPDR SER TR
-$10.3M
565,876
-11%
减持
VHT
VANGUARD WORLD FD
-$10.2M
35,121
-54%
减持
VB
VANGUARD INDEX FDS
-$10.1M
200,965
-12%
建仓
JHMB
JOHN HANCOCK EXCHANGE TRADED
+$10.1M
460,844
减持
SOXX
ISHARES TR
-$9.9M
40,462
-50%
增持
COWG
PACER FDS TR
+$9.9M
423,886
+334%
减持
IHDG
WISDOMTREE TR
-$9.9M
467,783
-33%
减持
ONEQ
FIDELITY COMWLTH TR
-$9.7M
405,229
-17%
增持
WTV
WISDOMTREE TR
+$9.4M
228,770
+104%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$9.3M
1,493,777
+13%
减持
ABBV
ABBVIE INC
+$9.3M
338,655
-2%
减持
SHY
ISHARES TR
-$9.1M
212,808
-35%
减持
QUAL
ISHARES TR
-$9.1M
541,903
-5%
增持
JTEK
J P MORGAN EXCHANGE TRADED F
+$9.1M
150,354
+1009%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$9.0M
388,531
-36%
减持
VGT
VANGUARD WORLD FD
-$8.8M
72,725
-6%
减持
AJG
GALLAGHER ARTHUR J &CO
-$8.6M
12,970
-72%
减持
IWM
ISHARES TR
-$8.5M
182,294
-10%
减持
XSD
SPDR SER TR
-$8.5M
6,157
-84%
增持
XFEB
FIRST TR EXCHNG TRADED FD VI
+$8.2M
315,969
+413%
增持
DBEF
DBX ETF TR
+$8.2M
208,279
+897%
减持
SMH
VANECK ETF TRUST
-$8.0M
81,415
-22%
减持
IVW
ISHARES TR
-$8.0M
634,418
-4%
减持
CRM
SALESFORCE INC
-$7.8M
106,494
-2%
减持
ORCL
ORACLE CORP
-$7.8M
209,797
-6%
减持
IWD
ISHARES TR
-$7.8M
170,436
-21%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$7.7M
177,653
-11%
减持
HD
HOME DEPOT INC
-$7.6M
139,533
-8%
减持
NEAR
ISHARES U S ETF TR
-$7.3M
63,914
-69%
清仓
RUNN
STRATEGIC TRUST
-$7.3M
0
-100%
减持
JPM
JPMORGAN CHASE &CO.
-$7.2M
483,827
-8%
减持
ICF
ISHARES TR
-$7.1M
413,484
-23%
减持
BX
BLACKSTONE INC
-$7.1M
141,289
-9%
增持
BIZD
VANECK ETF TRUST
+$7.0M
471,298
+790%
减持
FCX
FREEPORT-MCMORAN INC
-$6.9M
85,621
-68%
减持
USMV
ISHARES TR
-$6.9M
229,169
-28%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$6.8M
417,954
-17%
增持
PM
PHILIP MORRIS INTL INC
+$6.8M
149,858
+7%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$6.8M
430,068
+177%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$6.7M
72,281
-45%
减持
CAT
CATERPILLAR INC
-$6.6M
160,397
-2%
减持
FTEC
FIDELITY COVINGTON TRUST
-$6.5M
148,846
-10%
减持
—
EXXON MOBIL CORP
-$6.4M
569,488
-17%
增持
TCAF
T ROWE PRICE ETF INC
+$6.3M
249,832
+359%
减持
EFG
ISHARES TR
-$6.2M
320,508
-19%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$6.2M
1,736,361
-8%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.2M
506,082
+23%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$6.1M
204,129
+41%
增持
DIVI
FRANKLIN TEMPLETON ETF TR
+$5.9M
197,619
+939%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.7M
261,484
+261%
减持
ITOT
ISHARES TR
-$5.7M
365,241
-7%
减持
GTO
INVESCO ACTIVELY MANAGED EXC
-$5.6M
50,764
-71%
增持
LLY
ELI LILLY &CO
+$5.5M
84,220
+2%
减持
SPTM
SPDR SER TR
-$5.5M
47,486
-61%
增持
SCHG
SCHWAB STRATEGIC TR
-$5.4M
2,369,371
+2%
建仓
XNTK
SPDR SER TR
+$5.4M
58,441
减持
SCHV
SCHWAB STRATEGIC TR
-$5.3M
531,139
-29%
清仓
RCS
PIMCO STRATEGIC INCOME FD
-$5.3M
0
-100%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$5.2M
997,846
-31%
增持
ACWX
ISHARES TR
+$5.2M
460,744
+18%
增持
IYW
ISHARES TR
-$5.2M
362,246
+3%
减持
AHR
AMERICAN HEALTHCARE REIT INC
-$5.1M
378,559
-35%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$5.0M
196,964
+54%
增持
GCC
WISDOMTREE TR
+$5.0M
268,924
+1626%
增持
SPYM
SPDR SER TR
+$4.9M
1,135,197
+12%
减持
EFV
ISHARES TR
-$4.9M
333,897
-29%
减持
DFUS
DIMENSIONAL ETF TRUST
-$4.9M
553,554
-8%
减持
XJUN
FIRST TR EXCHNG TRADED FD VI
-$4.9M
298,103
-30%
减持
IWY
ISHARES TR
-$4.7M
79,398
-13%
减持
IUSG
ISHARES TR
-$4.7M
167,054
-10%
增持
IAU
ISHARES GOLD TR
+$4.7M
473,880
+1%
增持
DWM
WISDOMTREE TR
+$4.6M
105,075
+273%
增持
—
EATON CORP PLC
-$4.6M
141,120
+9%
增持
FLDR
FIDELITY MERRIMACK STR TR
+$4.6M
132,189
+226%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$4.6M
470,341
+18%
减持
PAUG
INNOVATOR ETFS TRUST
-$4.6M
289,507
-28%
减持
T
AT&T INC
+$4.6M
1,168,395
-7%
增持
GLDM
WORLD GOLD TR
+$4.5M
87,927
+410%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.5M
448,839
+91%
减持
ADBE
ADOBE INC
-$4.5M
34,699
-13%
建仓
FEOE
RBB FUND TRUST
+$4.4M
114,037
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$4.3M
1,269,114
+19%
减持
SPSM
SPDR SER TR
-$4.3M
154,042
-35%
增持
RTX
RTX CORPORATION
+$4.3M
227,626
+2%
减持
EMR
EMERSON ELEC CO
-$4.3M
175,137
-8%
减持
CMF
ISHARES TR
-$4.3M
18,778
-80%
增持
KHPI
MANAGED PORTFOLIO SERIES
+$4.3M
213,783
+551%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$4.3M
2,526,316
-2%
