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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 5
增持 119
减持 23
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$95.5M
2,835,376
+7%
增持
PH
PARKER-HANNIFIN CORP
+$78.9M
619,041
+1%
增持
GOOGL
ALPHABET INC
+$68.2M
726,895
+11%
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
LLY
ELI LILLY &CO
+$47.3M
108,124
+20%
增持
SPY
SPDR S&P 500 ETF TR
+$43.8M
528,777
+11%
增持
GOOG
ALPHABET INC
+$40.8M
580,571
+0%
增持
AMZN
AMAZON COM INC
+$39.0M
1,469,897
+7%
增持
VUG
VANGUARD INDEX FDS
+$37.9M
574,349
+14%
增持
QUAL
ISHARES TR
+$37.5M
727,584
+32%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$36.7M
5,096,745
+15%
增持
QQQ
INVESCO QQQ TR
+$35.7M
678,225
+7%
增持
IVV
ISHARES TR
+$33.8M
694,671
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$32.9M
541,017
+36%
增持
VTV
VANGUARD INDEX FDS
+$30.1M
931,476
+18%
增持
LVHI
LEGG MASON ETF INVT
+$28.6M
871,242
+779%
减持
FTEC
FIDELITY COVINGTON TRUST
-$28.0M
172,938
-43%
增持
CAT
CATERPILLAR INC
+$27.5M
202,090
+9%
增持
MU
MICRON TECHNOLOGY INC
+$27.4M
194,947
+15%
建仓
FLCG
FEDERATED HERMES ETF TRUST
+$26.0M
787,639
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$25.0M
898,412
+2797%
增持
AVGO
BROADCOM INC
+$25.0M
398,955
+16%
增持
NVDA
NVIDIA CORPORATION
+$24.1M
2,966,924
+5%
增持
JAAA
JANUS DETROIT STR TR
+$24.0M
2,688,788
+22%
增持
FENI
FIDELITY COVINGTON TRUST
+$23.9M
3,003,617
+23%
建仓
FHI
FEDERATED HERMES INC
+$23.8M
457,449
增持
AVDE
AMERICAN CENTY ETF TR
+$23.8M
503,214
+125%
增持
VOO
VANGUARD INDEX FDS
+$23.7M
445,834
+7%
增持
GLD
SPDR GOLD TR
+$22.8M
381,799
+6%
增持
DGRO
ISHARES TR
+$20.7M
685,366
+74%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$20.3M
1,583,229
+45%
增持
WTV
WISDOMTREE TR
+$19.7M
403,492
+104%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$19.6M
209,278
+33%
增持
VTI
VANGUARD INDEX FDS
+$18.8M
572,413
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$18.7M
3,674,421
+13%
增持
DGRW
WISDOMTREE TR
+$18.0M
766,564
+35%
增持
PVAL
PUTNAM ETF TRUST
+$16.5M
954,400
+51%
增持
JNJ
JOHNSON &JOHNSON
+$16.3M
400,516
+12%
减持
CBRE
CBRE GROUP INC
-$15.5M
12,644
-89%
清仓
—
ISHARES TR
-$15.4M
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$15.4M
2,576,150
+14%
增持
FDVV
FIDELITY COVINGTON TRUST
+$15.3M
923,778
+39%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.7M
1,383,454
+16%
增持
SPYG
SPDR SERIES TRUST
+$14.6M
745,120
+20%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$14.3M
546,520
-42%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.2M
449,537
-6%
减持
VCLT
VANGUARD SCOTTSDALE FDS
-$13.9M
6,570
-96%
减持
UBER
UBER TECHNOLOGIES INC
-$13.8M
298,641
-23%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$13.8M
2,756,341
+4%
增持
IWF
ISHARES TR
+$13.8M
202,918
+16%
增持
IYW
ISHARES TR
+$13.8M
446,419
+16%
减持
VXUS
VANGUARD STAR FDS
-$12.7M
596,961
-24%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$12.5M
0
-100%
增持
IVW
ISHARES TR
+$12.4M
775,929
+13%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$12.3M
428,682
+29%
增持
FESM
FIDELITY COVINGTON TRUST
+$12.3M
452,244
+245%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$12.2M
252,396
+21%
增持
ORCL
ORACLE CORP
-$12.2M
271,652
+17%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$12.0M
834,831
+109%
增持
GS
GOLDMAN SACHS GROUP INC
+$11.8M
79,628
+9%
减持
SLV
ISHARES SILVER TR
-$11.7M
478,369
-52%
增持
SHW
SHERWIN WILLIAMS CO
+$11.2M
61,011
+146%
增持
AVEM
AMERICAN CENTY ETF TR
+$11.0M
254,261
+123%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.8M
2,112,917
+16%
减持
MSTR
STRATEGY INC
-$10.5M
54,030
-7%
增持
V
VISA INC
+$10.3M
250,979
+10%
增持
—
EXXON MOBIL CORP
+$9.6M
650,932
+7%
增持
AMAT
APPLIED MATLS INC
+$9.5M
108,779
+21%
增持
COWZ
PACER FDS TR
+$9.5M
1,645,618
+6%
增持
IDMO
INVESCO EXCH TRADED FD TR II
+$9.4M
214,561
+360%
减持
NFTY
FIRST TR EXCH TRD ALPHDX FD
-$9.4M
16,049
-91%
增持
WMT
WALMART INC
+$9.1M
869,454
+2%
增持
IJH
ISHARES TR
+$9.1M
981,437
+15%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$9.1M
283,778
+264%
减持
IGSB
ISHARES TR
-$8.7M
294,765
-36%
增持
FMDE
FIDELITY COVINGTON TRUST
+$8.6M
1,525,235
+18%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$8.5M
1,302,345
+21%
减持
DBA
INVESCO DB MULTI-SECTOR COMM
-$8.4M
141,180
-69%
减持
USFR
WISDOMTREE TR
-$8.4M
1,127,022
-13%
增持
REMX
VANECK ETF TRUST
+$8.4M
117,591
+2480%
建仓
AKRE
PROFESIONALLY MANAGED PORTFO
+$8.4M
128,015
增持
AMD
ADVANCED MICRO DEVICES INC
+$8.4M
143,038
+4%
增持
MCD
MCDONALDS CORP
+$8.3M
195,733
+16%
建仓
ROAM
LATTICE STRATEGIES TR
+$7.9M
271,827
增持
IYF
ISHARES TR
+$7.9M
194,983
+43%
增持
MS
MORGAN STANLEY
+$7.9M
145,746
+29%
增持
JPM
JPMORGAN CHASE &CO.
+$7.9M
540,771
+3%
增持
VBR
VANGUARD INDEX FDS
+$7.8M
177,635
+24%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.8M
150,640
+185%
增持
IYH
ISHARES TR
+$7.8M
387,474
+30%
减持
IWM
ISHARES TR
-$7.7M
232,228
-13%
增持
TSLA
TESLA INC
+$7.7M
260,508
+6%
增持
—
EATON CORP PLC
-$7.6M
171,376
+3%
增持
MRK
MERCK &CO INC
+$7.4M
292,038
+5%
减持
DES
WISDOMTREE TR
-$7.4M
235,073
-48%
增持
AGG
ISHARES TR
+$7.3M
538,966
+16%
增持
FELG
FIDELITY COVINGTON TRUST
+$7.3M
789,484
+27%
增持
IEFA
ISHARES TR
+$7.3M
797,439
+9%
减持
BIZD
VANECK ETF TRUST
-$7.3M
254,338
-65%
增持
LRCX
LAM RESEARCH CORP
+$7.3M
155,250
+8%
增持
CMI
CUMMINS INC
+$7.2M
59,424
+9%
增持
IWD
ISHARES TR
+$7.2M
180,546
+20%
建仓
UL
UNILEVER PLC
+$7.2M
110,299
清仓
—
UNILEVER PLC
-$7.1M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.1M
326,732
+8%
增持
PULS
PGIM ETF TR
+$7.1M
341,474
+73%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$7.1M
1,572,429
+12%
增持
MA
MASTERCARD INCORPORATED
+$7.0M
74,425
+19%
增持
IDEV
ISHARES TR
+$7.0M
152,757
+117%
增持
BSCU
INVESCO EXCH TRD SLF IDX FD
+$7.0M
443,742
+1286%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$7.0M
804,979
+20%
增持
IAU
ISHARES GOLD TR
+$6.9M
562,014
+6%
增持
GE
GE AEROSPACE
+$6.9M
81,937
+35%
增持
PNOV
INNOVATOR ETFS TRUST
+$6.9M
365,620
+80%
增持
RKLB
ROCKET LAB CORP
+$6.8M
133,438
+156%
增持
MUB
ISHARES TR
+$6.7M
316,920
+24%
减持
WMB
WILLIAMS COS INC
-$6.7M
301,138
-23%
增持
WINN
HARBOR ETF TRUST
+$6.6M
247,434
+619%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$6.5M
128,967
+1322%
增持
BSCS
INVESCO EXCH TRD SLF IDX FD
+$6.5M
411,258
+322%
增持
—
ASML HOLDING N V
+$6.5M
23,635
+21%
增持
IBDV
ISHARES TR
+$6.4M
475,819
+160%
减持
BUCK
SIMPLIFY EXCHANGE TRADED FUN
-$6.4M
109,036
-71%
减持
CTRA
COTERRA ENERGY INC
-$6.4M
78,875
-78%
增持
RTX
RTX CORPORATION
+$6.3M
287,672
+4%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$6.3M
551,265
+34%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$6.2M
470,955
+24%
增持
VYM
VANGUARD WHITEHALL FDS
+$6.0M
1,095,800
+2%
增持
BX
BLACKSTONE INC
+$6.0M
223,991
+34%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$6.0M
717,518
+16%
减持
CGUS
CAPITAL GROUP CORE EQUITY ET
-$5.9M
912,191
-15%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$5.7M
1,010,352
+25%
增持
FDX
FEDEX CORP
+$5.6M
46,050
+40%
减持
YEAR
AB ACTIVE ETFS INC
-$5.5M
90,353
-55%
增持
MSFT
MICROSOFT CORP
+$5.5M
971,165
+8%
增持
FCX
FREEPORT-MCMORAN INC
+$5.5M
310,595
+19%
增持
UFOX
ETF SER SOLUTIONS
+$5.4M
107,524
+362%
增持
HD
HOME DEPOT INC
-$5.3M
166,498
+8%
减持
FDLO
FIDELITY COVINGTON TRUST
-$5.3M
244,592
-26%
增持
SGOV
ISHARES TR
+$5.2M
352,972
+18%
增持
GPIX
GOLDMAN SACHS ETF TR
+$5.2M
185,584
+112%
增持
FNCL
FIDELITY COVINGTON TRUST
+$5.2M
206,622
+45%
增持
PAMC
PACER FDS TR
+$5.2M
181,986
+162%
增持
CUBE
CUBESMART
+$5.2M
151,711
+2061%
增持
GILD
GILEAD SCIENCES INC
+$5.2M
95,154
+62%
增持
META
META PLATFORMS INC
+$5.2M
192,919
+16%
增持
AIQ
GLOBAL X FDS
+$5.2M
557,512
+19%
增持
BKLC
BNY MELLON ETF TRUST
+$5.1M
135,349
+38%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$5.1M
778,685
+16%
增持
FLOT
ISHARES TR
+$5.1M
279,928
+56%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$5.0M
26,119
-25%
