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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 3
增持 129
减持 17
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
-$76.6M
1,061,804
+9%
减持
QUAL
ISHARES TR
-$59.5M
443,371
-39%
增持
QQQ
INVESCO QQQ TR
+$55.8M
818,509
+21%
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
—
EXXON MOBIL CORP
+$54.3M
781,910
+20%
增持
SGOV
ISHARES TR
+$54.2M
890,824
+152%
增持
VISN
VISTANCE NETWORKS INC
+$53.5M
2,978,504
+7111%
增持
VTI
VANGUARD INDEX FDS
+$45.5M
740,108
+29%
增持
USFR
WISDOMTREE TR
+$44.5M
2,009,823
+78%
增持
CAT
CATERPILLAR INC
+$39.8M
219,586
+9%
增持
FENI
FIDELITY COVINGTON TRUST
+$38.5M
3,987,513
+33%
增持
IGSB
ISHARES TR
+$35.2M
966,218
+228%
增持
GLD
SPDR GOLD TR
+$32.8M
427,919
+12%
增持
AAPL
APPLE INC
+$30.2M
3,156,209
+11%
增持
VYM
VANGUARD WHITEHALL FDS
+$29.5M
1,260,883
+15%
增持
SMH
VANECK ETF TRUST
+$27.0M
145,358
+82%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$26.8M
455,118
+363%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$26.8M
5,857,420
+15%
增持
JAAA
JANUS DETROIT STR TR
+$26.1M
3,217,418
+20%
减持
BUFR
FIRST TR EXCHNG TRADED FD VI
-$25.7M
2,506,065
-22%
增持
FELG
FIDELITY COVINGTON TRUST
+$24.0M
1,517,007
+92%
增持
VOO
VANGUARD INDEX FDS
+$23.9M
507,917
+14%
增持
DYNF
BLACKROCK ETF TRUST
+$23.5M
868,008
+95%
增持
PG
PROCTER & GAMBLE CO
+$22.8M
604,511
+34%
增持
COST
COSTCO WHOLESALE CORPORATION
+$22.4M
113,154
+8%
减持
GOOGL
ALPHABET INC
-$21.8M
715,285
-2%
增持
CVX
CHEVRON CORPORATION
+$21.2M
343,030
+5%
增持
JNJ
JOHNSON & JOHNSON
+$21.0M
424,980
+6%
增持
WMT
WALMART INC
+$19.6M
936,866
+8%
建仓
DLFE
FIRST TR EXCHNG TRADED FD VI
+$19.3M
654,346
增持
VB
VANGUARD INDEX FDS
+$19.1M
279,931
+33%
增持
XLE
SELECT SECTOR SPDR TR
+$19.0M
767,322
+23%
增持
IVV
ISHARES TR
+$17.5M
755,209
+9%
增持
PYLD
PIMCO ETF TR
+$17.4M
772,210
+631%
增持
PVAL
PUTNAM ETF TRUST
+$17.2M
1,307,934
+37%
增持
PICK
ISHARES INC
+$16.1M
288,950
+7088%
增持
IEMG
ISHARES INC
+$16.0M
649,089
+49%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$15.9M
1,347,193
+40%
增持
MU
MICRON TECHNOLOGY INC
+$15.7M
211,175
+8%
增持
MISL
FIRST TR EXCHANGE-TRADED FD
+$15.5M
368,535
+1578%
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$15.3M
153,727
+137%
增持
SCHD
SCHWAB STRATEGIC TR
+$14.9M
3,523,127
+4%
增持
IJR
ISHARES TR
+$14.6M
793,097
+14%
增持
FQAL
FIDELITY COVINGTON TRUST
+$14.4M
899,808
+34%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$14.3M
696,641
+46%
增持
NVDA
NVIDIA CORPORATION
-$14.1M
3,091,888
+4%
增持
GEV
GE VERNOVA INC
+$13.8M
38,018
+28%
增持
LVHI
LEGG MASON ETF INVT
+$13.6M
1,127,751
+29%
增持
VZ
VERIZON COMMUNICATIONS INC
+$13.5M
1,150,804
+6%
建仓
ACYN
FIRST TR EXCHANGE-TRADED FD
+$13.1M
644,722
增持
DE
DEERE & CO
+$13.0M
103,042
+6%
增持
FMDE
FIDELITY COVINGTON TRUST
+$12.9M
1,901,836
+25%
增持
DHS
WISDOMTREE TR
+$12.7M
225,135
+93%
增持
—
EATON CORP PLC
+$12.6M
187,776
+10%
增持
PFE
PFIZER INC
+$12.4M
1,954,595
+15%
减持
TCAF
T ROWE PRICE ETF INC
-$12.0M
420,417
-40%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$11.9M
1,535,055
+11%
增持
FDMO
FIDELITY COVINGTON TRUST
+$11.9M
209,587
+258%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$11.8M
608,109
+254%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$11.8M
532,813
-32%
增持
FBND
FIDELITY MERRIMACK STR TR
+$11.8M
3,966,524
+8%
增持
BAI
BLACKROCK ETF TRUST
+$11.7M
572,123
+167%
增持
VTV
VANGUARD INDEX FDS
+$11.7M
966,359
+4%
增持
HON
HONEYWELL INTL INC
+$11.6M
198,555
+17%
减持
FTGS
FIRST TR EXCHANGE-TRADED FD
-$11.5M
230,796
-58%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$11.3M
183,492
+204%
增持
DIVB
ISHARES TR
+$11.3M
283,952
+278%
增持
EFA
ISHARES TR
+$11.3M
367,781
+45%
增持
V
VISA INC
-$11.3M
253,995
+1%
增持
SCIO
FIRST TR EXCHANGE-TRADED FD
+$11.2M
568,187
+2318%
增持
AVGO
BROADCOM INC
+$11.2M
482,379
+21%
减持
QFLR
INNOVATOR ETFS TRUST
-$10.9M
154,929
-67%
增持
IYY
ISHARES TR
+$10.9M
105,487
+203%
增持
AMAT
APPLIED MATLS INC
+$10.7M
113,148
+4%
减持
HYG
ISHARES TR
-$10.6M
161,403
-45%
增持
RTX
RTX CORPORATION
+$10.4M
327,404
+14%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$10.3M
516,112
+33%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$10.2M
218,422
+4%
增持
GSIE
GOLDMAN SACHS ETF TR
+$10.1M
243,973
+2651%
减持
SPYM
SPDR SERIES TRUST
-$10.1M
1,102,261
-6%
增持
THRO
BLACKROCK ETF TRUST
+$10.0M
442,798
+184%
增持
FESM
FIDELITY COVINGTON TRUST
+$10.0M
712,371
+58%
增持
MRK
MERCK & CO INC
+$9.9M
338,012
+16%
增持
T
AT&T INC
+$9.9M
1,566,553
+10%
减持
VOOG
VANGUARD ADMIRAL FDS INC
-$9.7M
54,228
-24%
增持
VNLA
JANUS DETROIT STR TR
+$9.7M
325,735
+159%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.7M
2,462,633
+13%
增持
TSLA
TESLA INC
-$9.7M
289,105
+11%
增持
TBIL
RBB FD INC
+$9.6M
410,021
+89%
增持
JIVE
J P MORGAN EXCHANGE TRADED F
+$9.6M
128,846
+612%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.5M
135,108
-3%
增持
CGHM
CAPITAL GRP FIXED INCM ETF T
+$9.3M
438,921
+513%
清仓
—
ASTRAZENECA PLC
-$9.2M
0
-100%
减持
DON
WISDOMTREE TR
-$9.2M
364,806
-34%
增持
COWZ
PACER FDS TR
+$9.2M
1,729,166
+5%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$9.1M
1,839,578
-7%
增持
HWM
HOWMET AEROSPACE INC
+$9.1M
57,845
+178%
增持
AVDE
AMERICAN CENTY ETF TR
+$9.1M
595,083
+18%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$9.0M
313,650
+165%
增持
CRM
SALESFORCE INC
-$8.9M
118,602
+1%
增持
MO
ALTRIA GROUP INC
+$8.8M
574,447
+14%
减持
EQWL
INVESCO EXCHANGE TRADED FD T
-$8.8M
38,751
-65%
增持
SGOL
ETFS GOLD TR
+$8.7M
692,666
+28%
增持
PAVE
GLOBAL X FDS
+$8.7M
875,996
+17%
建仓
—
ASTRAZENECA PLC
+$8.6M
43,828
增持
DVY
ISHARES TR
+$8.6M
165,919
+42%
增持
BND
VANGUARD BD INDEX FDS
+$8.6M
1,406,434
+10%
增持
IWF
ISHARES TR
-$8.6M
205,098
+1%
增持
DGRO
ISHARES TR
+$8.4M
797,552
+16%
增持
VO
VANGUARD INDEX FDS
+$8.3M
365,964
+10%
增持
MCD
MCDONALDS CORP
+$8.3M
219,241
+12%
增持
VGT
VANGUARD WORLD FD
+$8.1M
100,052
+22%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$8.1M
1,573,552
+21%
减持
TSPA
T ROWE PRICE ETF INC
-$8.0M
212,249
-46%
增持
TGT
TARGET CORP
+$8.0M
140,326
+52%
增持
KO
COCA COLA CO
+$8.0M
652,315
+10%
增持
IEFA
ISHARES TR
+$8.0M
876,033
+10%
增持
MGK
VANGUARD WORLD FD
+$7.8M
70,315
+61%
减持
LMT
LOCKHEED MARTIN CORP
+$7.8M
68,528
-2%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$7.7M
169,902
+834%
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.6M
748,532
+22%
增持
LNG
CHENIERE ENERGY INC
+$7.6M
43,193
+80%
增持
NFLX
NETFLIX INC.
+$7.5M
641,150
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$7.5M
487,192
+8%
减持
JHMB
JOHN HANCOCK EXCHANGE TRADED
-$7.5M
267,510
-56%
增持
VST
VISTRA CORP
+$7.5M
92,117
+133%
增持
INTC
INTEL CORP
+$7.4M
618,965
+15%
增持
NJAN
INNOVATOR ETFS TRUST
+$7.3M
224,054
+167%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$7.3M
720,145
+25%
增持
GRID
FIRST TR EXCHANGE-TRADED FD
+$7.3M
160,050
+29%
增持
MDY
STATE STR SPDR S&P MIDCAP 40
+$7.2M
37,293
+43%
增持
IVE
ISHARES TR
+$7.2M
386,520
+10%
增持
DEM
WISDOMTREE TR
+$7.2M
445,572
+39%
增持
FDVV
FIDELITY COVINGTON TRUST
+$7.1M
1,077,418
+17%
增持
XLU
SELECT SECTOR SPDR TR
+$7.0M
650,398
+22%
增持
ET
ENERGY TRANSFER L P
+$7.0M
1,389,504
+16%
增持
LRCX
LAM RESEARCH CORP
+$6.9M
156,704
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$6.9M
3,021,423
+17%
增持
CINF
CINCINNATI FINL CORP
+$6.8M
118,039
+64%
增持
SCHV
SCHWAB STRATEGIC TR
+$6.8M
811,887
+34%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.7M
584,269
+8%
增持
ZAPR
INNOVATOR ETFS TRUST
+$6.7M
276,236
+1270%
增持
IAU
ISHARES GOLD TR
+$6.6M
592,810
+5%
增持
AGG
ISHARES TR
+$6.6M
609,012
+13%
增持
GOOG
ALPHABET INC
+$6.6M
658,110
+13%
增持
VNQ
VANGUARD INDEX FDS
+$6.6M
182,621
+68%
增持
MPC
MARATHON PETE CORP
+$6.6M
62,642
+17%
增持
VLO
VALERO ENERGY CORP
+$6.4M
60,489
+16%
增持
BSX
BOSTON SCIENTIFIC CORP
-$6.4M
211,458
+3%
增持
SDY
SPDR SERIES TRUST
+$6.4M
253,134
+15%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$6.4M
352,923
+8%
