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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 3
增持 117
减持 30
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.72B
1,258
-72%
增持
NVDA
NVIDIA CORPORATION
+$152.2M
2,737,357
+5%
增持
OEF
ISHARES TR
+$137.3M
656,545
+4%
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
+$103.6M
805,453
+2%
增持
IVV
ISHARES TR
+$102.1M
733,125
+17%
增持
QQQ
INVESCO QQQ TR
+$75.8M
633,439
+9%
增持
PH
PARKER-HANNIFIN CORP
+$60.8M
613,081
+1%
增持
AMZN
AMAZON COM INC
+$54.4M
1,302,223
+7%
增持
VUG
VANGUARD INDEX FDS
+$53.9M
507,886
+12%
增持
SPY
SPDR S&P 500 ETF TR
+$49.0M
483,703
+5%
减持
VOO
VANGUARD INDEX FDS
-$42.1M
457,689
-22%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$40.3M
4,344,269
+18%
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$39.5M
786,926
增持
AVGO
BROADCOM INC
+$39.4M
322,697
+9%
增持
FTEC
FIDELITY COVINGTON TRUST
+$36.8M
308,500
+107%
增持
FENI
FIDELITY COVINGTON TRUST
+$33.2M
1,980,290
+80%
增持
VTI
VANGUARD INDEX FDS
+$28.3M
572,106
+8%
减持
KNG
FIRST TR EXCHANGE-TRADED FD
-$27.0M
301,660
-64%
增持
USFR
WISDOMTREE TR
+$26.0M
1,356,350
+62%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$24.0M
76,201
-89%
减持
META
META PLATFORMS INC
+$22.6M
147,914
-1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$21.9M
2,079,960
+14%
增持
NFLX
NETFLIX INC
+$20.9M
46,070
+5%
减持
SCHD
SCHWAB STRATEGIC TR
-$20.6M
2,675,988
-18%
减持
JPM
JPMORGAN CHASE & CO.
+$20.4M
479,817
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$19.7M
339,865
+6%
增持
IVW
ISHARES TR
+$19.3M
710,137
+12%
增持
IYW
ISHARES TR
+$18.2M
398,674
+10%
增持
TSLA
TESLA INC
+$18.1M
246,514
+6%
减持
AGOX
STARBOARD INVT TR
-$18.1M
10,760
-99%
增持
GOOGL
ALPHABET INC
+$17.7M
571,281
+6%
增持
ORCL
ORACLE CORP
+$17.6M
214,840
+2%
增持
UNH
UNITEDHEALTH GROUP INC
-$17.5M
104,099
+9%
增持
JAAA
JANUS DETROIT STR TR
+$16.8M
2,086,034
+19%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$16.6M
2,622,035
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$16.6M
1,061,435
+10%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$16.5M
199,538
+17%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$16.2M
1,785,759
+20%
减持
VCEB
VANGUARD WORLD FD
-$16.0M
111,164
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$15.4M
263,013
+9%
增持
VOT
VANGUARD INDEX FDS
+$15.0M
135,595
+41%
增持
GOOG
ALPHABET INC
+$15.0M
539,478
+4%
增持
VO
VANGUARD INDEX FDS
+$14.9M
305,492
+12%
增持
FTGS
FIRST TR EXCHANGE-TRADED FD
+$14.6M
1,007,030
+51%
增持
AGG
ISHARES TR
+$14.1M
512,529
+38%
增持
GS
GOLDMAN SACHS GROUP INC
+$14.1M
68,289
+9%
减持
JNK
SPDR SERIES TRUST
-$13.6M
87,231
-62%
增持
—
EATON CORP PLC
+$13.4M
145,103
+3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$13.4M
54,088
+35%
增持
IWF
ISHARES TR
+$13.4M
151,533
+7%
增持
GLD
SPDR GOLD TR
+$13.4M
318,386
+10%
减持
MDYV
SPDR SERIES TRUST
-$12.7M
19,368
-90%
增持
EFV
ISHARES TR
+$12.7M
510,685
+53%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$12.6M
72,545
-62%
增持
SPYG
SPDR SERIES TRUST
+$12.6M
608,977
+8%
增持
ONEQ
FIDELITY COMWLTH TR
+$12.4M
499,750
+23%
增持
EQWL
INVESCO EXCHANGE TRADED FD T
+$12.3M
122,472
+1013%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$12.2M
311,325
+53%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$11.9M
1,418,276
+42%
减持
PSFF
PACER FDS TR
-$11.9M
187,200
-70%
增持
CAT
CATERPILLAR INC
+$11.7M
166,388
+4%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$11.5M
551,559
+13%
增持
FFLG
FIDELITY COVINGTON TRUST
+$11.5M
1,522,434
+16%
减持
DFAI
DIMENSIONAL ETF TRUST
-$11.0M
387,591
-50%
增持
FMDE
FIDELITY COVINGTON TRUST
+$11.0M
1,223,407
+23%
减持
VXUS
VANGUARD STAR FDS
-$11.0M
827,388
-25%
增持
SPYM
SPDR SERIES TRUST
+$10.9M
1,177,549
+4%
增持
FELC
FIDELITY COVINGTON TRUST
+$10.9M
549,587
+112%
增持
ARKW
ARK ETF TR
+$10.8M
101,206
+132%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$10.7M
1,142,837
+7%
增持
FDVV
FIDELITY COVINGTON TRUST
+$10.7M
560,055
+51%
减持
IJR
ISHARES TR
-$10.7M
641,260
-17%
增持
DGRW
WISDOMTREE TR
+$10.5M
615,506
+20%
减持
GOVT
ISHARES TR
-$10.5M
448,993
-50%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$10.4M
295,370
+9%
增持
VGT
VANGUARD WORLD FD
+$10.2M
74,910
+3%
增持
AJG
GALLAGHER ARTHUR J & CO
+$9.9M
45,013
+247%
增持
DHS
WISDOMTREE TR
+$9.9M
120,395
+607%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.3M
1,983,445
+6%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$9.3M
191,783
+8%
增持
AAPL
APPLE INC
-$9.1M
2,558,681
+6%
减持
IVE
ISHARES TR
-$9.0M
349,692
-14%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$8.7M
963,763
+14%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$8.7M
325,492
-25%
减持
FNDX
SCHWAB STRATEGIC TR
-$8.6M
343,549
-52%
增持
TCAF
T ROWE PRICE ETF INC
+$8.4M
467,657
+87%
增持
IGSB
ISHARES TR
+$8.4M
298,993
+111%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$8.3M
664,522
+19%
减持
XNTK
SPDR SERIES TRUST
+$8.3M
57,581
-1%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$8.1M
410,386
+290%
建仓
HYTI
FIRST TR EXCHANGE-TRADED FD
+$7.9M
396,141
增持
IEFA
ISHARES TR
+$7.9M
677,410
+5%
增持
VOE
VANGUARD INDEX FDS
+$7.9M
183,769
+32%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$7.9M
1,869,946
+8%
增持
NEAR
ISHARES U S ETF TR
+$7.8M
216,337
+238%
增持
MSTR
MICROSTRATEGY INC
+$7.5M
60,867
+2%
增持
COWG
PACER FDS TR
+$7.3M
580,921
+37%
增持
COST
COSTCO WHSL CORP NEW
+$7.3M
75,942
+6%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.3M
229,707
+59%
增持
DTD
WISDOMTREE TR
+$7.2M
144,497
+8%
增持
SCHB
SCHWAB STRATEGIC TR
+$7.1M
2,289,546
+14%
增持
IWR
ISHARES TR
+$7.0M
290,717
+25%
增持
IDV
ISHARES TR
+$7.0M
262,194
+297%
增持
IWM
ISHARES TR
+$7.0M
200,769
+10%
增持
AIQ
GLOBAL X FDS
+$6.9M
529,233
+19%
增持
DFUS
DIMENSIONAL ETF TRUST
+$6.8M
601,524
+9%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.8M
322,492
+49%
建仓
TOUS
T ROWE PRICE ETF INC
+$6.8M
210,848
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$6.8M
1,174,544
+7%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.8M
616,110
+22%
增持
BINC
BLACKROCK ETF TRUST II
+$6.8M
509,992
+32%
增持
CEG
CONSTELLATION ENERGY CORP
+$6.8M
43,094
+22%
增持
DGRO
ISHARES TR
+$6.8M
401,987
+31%
增持
FQAL
FIDELITY COVINGTON TRUST
+$6.7M
608,828
+10%
减持
—
ISHARES TR
-$6.7M
146,676
-66%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$6.7M
68,698
+12%
增持
ACWX
ISHARES TR
+$6.6M
527,478
+14%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$6.6M
113,616
-2%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$6.6M
255,347
+66%
增持
SHV
ISHARES TR
+$6.3M
119,585
+92%
增持
DIVB
ISHARES TR
+$6.3M
179,341
+216%
减持
RSPN
INVESCO EXCHANGE TRADED FD T
-$6.2M
85,653
-61%
增持
FSMD
FIDELITY COVINGTON TRUST
+$6.2M
441,185
+43%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$6.2M
807,188
+20%
增持
MU
MICRON TECHNOLOGY INC
+$6.0M
160,742
+1%
增持
PAVE
GLOBAL X FDS
+$6.0M
605,851
+12%
减持
MRK
MERCK & CO INC
-$6.0M
271,088
-11%
增持
BAC
BANK AMERICA CORP
+$5.9M
489,710
+19%
减持
BIL
SPDR SERIES TRUST
-$5.9M
263,362
-20%
增持
DFAU
DIMENSIONAL ETF TRUST
+$5.9M
342,827
+31%
增持
ABBV
ABBVIE INC
-$5.7M
351,326
+4%
增持
JAVA
J P MORGAN EXCHANGE TRADED F
+$5.7M
542,816
+15%
增持
IEMG
ISHARES INC
+$5.6M
360,790
+21%
增持
IWY
ISHARES TR
+$5.5M
90,433
+14%
增持
GEV
GE VERNOVA INC
+$5.5M
20,499
+17%
增持
CVX
CHEVRON CORP NEW
-$5.5M
307,339
+4%
减持
XME
SPDR SERIES TRUST
-$5.5M
11,295
-90%
增持
SMCI
SUPER MICRO COMPUTER INC
+$5.4M
136,471
+273%
减持
BOND
PIMCO ETF TR
-$5.4M
335,148
-15%
增持
DYNF
BLACKROCK ETF TRUST
+$5.4M
387,629
+20%
减持
SMH
VANECK ETF TRUST
+$5.4M
81,032
-0%
增持
FELG
FIDELITY COVINGTON TRUST
+$5.3M
550,317
+15%
增持
SCHV
SCHWAB STRATEGIC TR
+$5.3M
700,914
+32%
增持
BND
VANGUARD BD INDEX FDS
+$5.3M
337,892
+27%
增持
XLU
SELECT SECTOR SPDR TR
+$5.3M
224,535
+35%
增持
PFE
PFIZER INC
+$5.3M
1,409,516
+24%
增持
BA
BOEING CO
+$5.2M
115,860
+3%
增持
NOW
SERVICENOW INC
+$5.2M
17,312
+9%
增持
SOXX
ISHARES TR
+$5.1M
53,467
+32%
减持
QUAL
ISHARES TR
+$5.1M
534,579
-1%
