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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 1
增持 116
减持 30
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$898.0M
25
-98%
减持
OEF
ISHARES TR
-$179.1M
62,218
-91%
增持
AAPL
APPLE INC
+$150.4M
2,652,334
+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
NVDA
NVIDIA CORPORATION
+$96.8M
2,836,590
+4%
增持
BND
VANGUARD BD INDEX FDS
+$67.2M
1,238,268
+266%
增持
MSFT
MICROSOFT CORP
+$63.5M
896,117
+11%
减持
BLV
VANGUARD BD INDEX FDS
-$61.3M
29,779
-97%
增持
GOOGL
ALPHABET INC
+$58.6M
655,261
+15%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$47.8M
3,208,731
+72%
增持
GOOG
ALPHABET INC
+$45.6M
580,314
+8%
减持
SCHB
SCHWAB STRATEGIC TR
-$45.5M
353,288
-85%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$41.5M
608,799
+49%
增持
PH
PARKER-HANNIFIN CORP
+$37.0M
613,629
+0%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$32.1M
63,013
-79%
增持
GLD
SPDR GOLD TR
+$31.5M
361,542
+14%
增持
QQQ
INVESCO QQQ TR
+$31.5M
634,427
+0%
减持
TSLA
TESLA INC
+$31.2M
246,214
-0%
增持
LQD
ISHARES TR
+$28.2M
397,828
+170%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.0M
477,611
+9%
增持
IEF
ISHARES TR
+$28.0M
367,757
+370%
增持
JPM
JPMORGAN CHASE &CO.
+$27.3M
527,482
+10%
增持
ABBV
ABBVIE INC
+$25.5M
391,614
+11%
增持
AVGO
BROADCOM INC
+$24.1M
342,683
+6%
增持
CAT
CATERPILLAR INC
+$23.7M
184,950
+11%
增持
SCHD
SCHWAB STRATEGIC TR
+$23.2M
3,446,198
+29%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$22.7M
320,945
+22%
增持
SCHA
SCHWAB STRATEGIC TR
+$22.3M
868,965
+1047%
增持
WMT
WALMART INC
+$21.7M
851,538
+26%
增持
IWM
ISHARES TR
+$21.5M
267,952
+33%
减持
NVBT
AIM ETF PRODUCTS TRUST
-$21.5M
49,830
-93%
增持
JNJ
JOHNSON &JOHNSON
+$20.9M
358,865
+20%
增持
FENI
FIDELITY COVINGTON TRUST
+$20.1M
2,436,818
+23%
增持
SLV
ISHARES SILVER TR
+$19.8M
1,004,046
+45%
减持
VUG
VANGUARD INDEX FDS
+$19.6M
505,191
-1%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$18.3M
157,558
+39%
增持
ORCL
ORACLE CORP
+$18.1M
231,547
+8%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$18.1M
1,343,224
+55%
减持
SPY
SPDR S&P 500 ETF TR
+$17.9M
475,554
-2%
增持
IWF
ISHARES TR
+$17.9M
175,583
+16%
增持
UNH
UNITEDHEALTH GROUP INC
+$17.2M
143,949
+38%
增持
CBRE
CBRE GROUP INC
+$15.7M
111,527
+730%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$15.1M
670,230
+56%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$14.7M
2,258,833
+9%
增持
AMZN
AMAZON COM INC
+$14.5M
1,367,416
+5%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.2M
4,418,723
+2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.0M
398,490
+13%
增持
VCLT
VANGUARD SCOTTSDALE FDS
+$13.9M
185,815
+2500%
增持
UBER
UBER TECHNOLOGIES INC
+$13.5M
390,211
+47%
减持
XNTK
SPDR SERIES TRUST
-$13.4M
1,077
-98%
增持
CSCO
CISCO SYS INC
+$13.2M
694,112
+41%
减持
IVV
ISHARES TR
-$13.2M
660,367
-10%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$13.2M
2,641,758
+1%
减持
IHDG
WISDOMTREE TR
-$13.0M
125,929
-70%
增持
META
META PLATFORMS INC
+$13.0M
166,369
+12%
增持
DFAC
DIMENSIONAL ETF TRUST
+$13.0M
2,180,073
+10%
增持
COST
COSTCO WHSL CORP NEW
+$12.8M
95,043
+25%
增持
RTX
RTX CORPORATION
+$12.7M
277,375
+20%
增持
PAAA
PGIM ETF TR
+$12.3M
293,763
+429%
增持
FELC
FIDELITY COVINGTON TRUST
+$12.2M
835,808
+52%
增持
IJR
ISHARES TR
+$12.0M
690,742
+8%
增持
AIRR
FIRST TR EXCHANGE TRADED FD
+$11.2M
580,107
+5%
增持
WM
WASTE MGMT INC DEL
+$11.2M
136,397
+65%
增持
LOW
LOWES COS INC
+$10.9M
104,880
+50%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$10.5M
1,080,283
+34%
增持
—
EATON CORP PLC
+$10.3M
166,061
+14%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$10.3M
1,089,958
+13%
减持
FSK
FS KKR CAP CORP
-$10.2M
1,032,185
-16%
减持
AJG
GALLAGHER ARTHUR J &CO
-$10.0M
14,101
-69%
增持
SPYM
SPDR SERIES TRUST
+$10.0M
1,219,845
+4%
增持
MCD
MCDONALDS CORP
+$9.9M
169,442
+19%
减持
DFAU
DIMENSIONAL ETF TRUST
-$9.9M
101,438
-70%
增持
IAU
ISHARES GOLD TR
+$9.9M
531,429
+15%
增持
GS
GOLDMAN SACHS GROUP INC
+$9.9M
73,070
+7%
增持
AVDE
AMERICAN CENTY ETF TR
+$9.8M
223,795
+111%
增持
VYM
VANGUARD WHITEHALL FDS
+$9.7M
1,072,883
+1%
清仓
PSMD
PACER FDS TR
-$9.7M
0
-100%
增持
HD
HOME DEPOT INC
+$9.6M
154,591
+7%
增持
CINF
CINCINNATI FINL CORP
+$9.5M
69,521
+602%
增持
PG
PROCTER AND GAMBLE CO
+$9.4M
419,556
+21%
增持
QUAL
ISHARES TR
+$9.3M
550,293
+3%
增持
WMB
WILLIAMS COS INC
+$9.2M
390,745
+58%
增持
TCAF
T ROWE PRICE ETF INC
+$9.2M
682,049
+46%
增持
NEE
NEXTERA ENERGY INC
+$9.1M
551,480
+18%
增持
VGT
VANGUARD WORLD FD
+$8.9M
78,421
+5%
清仓
PSMR
PACER FDS TR
-$8.8M
0
-100%
增持
VO
VANGUARD INDEX FDS
+$8.8M
320,962
+5%
建仓
BE
BLOOM ENERGY CORP
+$8.7M
102,957
增持
BAC
BANK AMERICA CORP
+$8.6M
615,069
+26%
增持
IGSB
ISHARES TR
+$8.5M
458,117
+53%
增持
MU
MICRON TECHNOLOGY INC
+$8.5M
169,026
+5%
减持
CALF
PACER FDS TR
-$8.4M
339,186
-42%
增持
VZ
VERIZON COMMUNICATIONS INC
+$8.3M
1,068,488
+20%
增持
MMM
3M CO
+$8.2M
137,934
+59%
减持
VNQI
VANGUARD INTL EQUITY INDEX F
-$8.2M
4,949
-97%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$8.1M
208,894
+9%
增持
PEP
PEPSICO INC
+$8.0M
233,321
+24%
增持
FDVV
FIDELITY COVINGTON TRUST
+$8.0M
666,060
+19%
增持
BUFD
FIRST TR EXCHNG TRADED FD VI
+$7.9M
699,470
+63%
增持
PVAL
PUTNAM ETF TRUST
+$7.8M
631,314
+32%
减持
XLK
SELECT SECTOR SPDR TR
+$7.7M
332,670
-2%
增持
MPC
MARATHON PETE CORP
+$7.7M
69,288
+103%
减持
TOTL
SSGA ACTIVE ETF TR
-$7.6M
277,472
-41%
减持
CGMU
CAPITAL GRP FIXED INCM ETF T
-$7.6M
124,365
-70%
增持
IEFA
ISHARES TR
+$7.5M
733,608
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$7.5M
181,894
-9%
增持
—
MEDTRONIC PLC
+$7.5M
213,731
+45%
增持
HON
HONEYWELL INTL INC
+$7.5M
153,180
+44%
增持
AMAT
APPLIED MATLS INC
+$7.4M
90,170
+50%
减持
SYK
STRYKER CORPORATION
-$7.4M
81,846
-14%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$7.3M
1,906,294
+7%
增持
RECS
COLUMBIA ETF TR I
+$7.2M
310,558
+113%
增持
IUSG
ISHARES TR
+$7.2M
200,947
+17%
减持
NEAR
ISHARES U S ETF TR
-$7.1M
76,587
-65%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$7.1M
1,399,054
+7%
增持
INTC
INTEL CORP
+$7.1M
460,791
+23%
增持
XLE
SELECT SECTOR SPDR TR
+$7.1M
313,622
+27%
清仓
VCEB
VANGUARD WORLD FD
-$7.0M
0
-100%
增持
IONQ
IONQ INC
+$7.0M
160,731
+138%
增持
SDY
SPDR SERIES TRUST
+$6.9M
212,097
+26%
增持
SPYG
SPDR SERIES TRUST
+$6.9M
621,475
+2%
增持
QCOM
QUALCOMM INC
+$6.9M
126,532
+42%
增持
V
VISA INC
+$6.9M
227,586
+14%
增持
FFLG
FIDELITY COVINGTON TRUST
+$6.8M
1,604,280
+5%
减持
PHYS
SPROTT ASSET MANAGEMENT LP
-$6.8M
985,235
-31%
减持
VTV
VANGUARD INDEX FDS
+$6.8M
792,300
-1%
增持
SO
SOUTHERN CO
+$6.7M
336,580
+23%
减持
TBIL
RBB FD INC
-$6.6M
231,406
-36%
增持
EMR
EMERSON ELEC CO
+$6.5M
232,687
+29%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$6.5M
1,196,496
+5%
增持
FCX
FREEPORT-MCMORAN INC
+$6.5M
261,566
+203%
增持
CMI
CUMMINS INC
+$6.4M
54,659
+7%
减持
BIL
SPDR SERIES TRUST
-$6.3M
194,591
-26%
增持
PSX
PHILLIPS 66
+$6.3M
111,707
+50%
增持
VBR
VANGUARD INDEX FDS
+$6.3M
142,807
+18%
减持
IYW
ISHARES TR
+$6.3M
384,824
-3%
增持
NLR
VANECK ETF TRUST
+$6.2M
56,405
+319%
增持
JAAA
JANUS DETROIT STR TR
+$6.1M
2,205,095
+6%
减持
FTEC
FIDELITY COVINGTON TRUST
+$6.1M
301,134
-2%
增持
PNC
PNC FINL SVCS GROUP INC
+$6.0M
127,696
+21%
增持
ITW
ILLINOIS TOOL WKS INC
+$6.0M
82,943
+31%
增持
AVEM
AMERICAN CENTY ETF TR
+$6.0M
114,135
+207%
增持
PFE
PFIZER INC
+$6.0M
1,576,743
+12%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$6.0M
46,358
+32%
减持
MSTR
STRATEGY INC
-$5.9M
57,931
-5%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.9M
668,660
+22%
增持
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$5.9M
219,786
+315%
增持
IWP
ISHARES TR
+$5.9M
161,512
+31%
增持
JSI
JANUS DETROIT STR TR
+$5.8M
118,384
+1456%
增持
GLW
CORNING INC
+$5.7M
114,696
+64%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.7M
143,743
+52%
