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Kestra Investment Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Kestra Investment Management, LLC
报告期 2026-03-31 · CIK 0001962449
持仓数
439
前50大市值合计
$5.19B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 92
增持 47
减持 9
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
IUSB
ISHARES TR
+$89.0M
4,620,587
+62%
增持
IUSV
ISHARES TR
+$88.1M
2,321,388
+53%
增持
SPYG
SPDR SER TR
+$80.8M
2,251,726
+70%
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
VEU
VANGUARD INTL EQUITY INDEX F
+$65.9M
1,637,976
+158%
增持
DFIC
DIMENSIONAL ETF TRUST
+$42.2M
2,644,018
+116%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$40.5M
1,064,220
建仓
USRT
ISHARES TR
+$33.8M
548,867
建仓
IGLB
ISHARES TR
+$23.7M
441,372
增持
VO
VANGUARD INDEX FDS
+$23.3M
138,061
+154%
增持
MUB
ISHARES TR
+$18.1M
402,734
+67%
增持
QUAL
ISHARES TR
+$17.9M
531,906
+17%
减持
EFV
ISHARES TR
-$17.8M
185,401
-65%
增持
MBB
ISHARES TR
+$17.6M
249,363
+266%
清仓
RODM
LATTICE STRATEGIES TR
-$14.6M
0
-100%
增持
IUSG
ISHARES TR
+$14.5M
840,995
+11%
减持
SCHP
SCHWAB STRATEGIC TR
-$14.2M
3,752
-99%
增持
USIG
ISHARES TR
+$14.2M
439,778
+147%
增持
LRGF
ISHARES TR
+$13.9M
375,104
+155%
增持
SPSM
SPDR SER TR
+$13.5M
481,245
+137%
增持
VWOB
VANGUARD WHITEHALL FDS
+$12.3M
322,710
+122%
减持
VTV
VANGUARD INDEX FDS
-$11.6M
5,401
-93%
增持
VTEB
VANGUARD MUN BD FDS
+$11.5M
704,788
+44%
增持
EFG
ISHARES TR
+$11.1M
462,334
+22%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$10.6M
947,287
+31%
增持
IEMG
ISHARES INC
+$10.3M
651,256
+29%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$9.9M
648,805
+42%
减持
ONEY
SPDR SER TR
-$7.7M
67,027
-54%
增持
IVE
ISHARES TR
+$6.9M
122,491
+29%
增持
INTF
ISHARES TR
+$6.4M
1,203,074
+12%
增持
HYDB
ISHARES TR
+$6.3M
431,738
+39%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$6.2M
1,099,493
-19%
增持
FTEC
FIDELITY COVINGTON TRUST
+$6.2M
168,770
+24%
建仓
DFAI
DIMENSIONAL ETF TRUST
+$6.1M
192,435
建仓
UNH
UNITEDHEALTH GROUP INC
+$5.6M
9,500
建仓
AVGO
BROADCOM INC
+$4.9M
28,563
增持
BINC
BLACKROCK ETF TRUST II
+$4.2M
674,663
+10%
增持
SMMD
ISHARES TR
+$4.1M
330,255
+13%
建仓
ORCL
ORACLE CORP
+$3.9M
22,686
增持
AVLV
AMERICAN CENTY ETF TR
+$3.6M
195,263
+33%
增持
HYD
VANECK ETF TRUST
+$3.4M
163,570
+61%
建仓
JNJ
JOHNSON &JOHNSON
+$3.4M
20,923
建仓
VZ
VERIZON COMMUNICATIONS INC
+$3.4M
75,182
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.3M
457,895
+40%
建仓
SPMB
SPDR SER TR
+$3.3M
144,495
建仓
VTI
VANGUARD INDEX FDS
+$3.2M
11,198
增持
SPEM
SPDR INDEX SHS FDS
+$3.1M
242,218
+32%
建仓
—
EXXON MOBIL CORP
+$3.1M
26,094
增持
IFRA
ISHARES TR
+$3.0M
309,606
+13%
增持
MLN
VANECK ETF TRUST
+$3.0M
414,848
+62%
增持
MEAR
ISHARES U S ETF TR
+$2.8M
242,807
+30%
增持
DEM
WISDOMTREE TR
+$2.7M
1,032,362
+5%
建仓
MRK
MERCK & CO INC
+$2.7M
23,418
建仓
LLY
ELI LILLY &CO
+$2.6M
2,972
建仓
CALM
CAL MAINE FOODS INC
+$2.6M
34,729
建仓
—
ACCENTURE PLC IRELAND
+$2.6M
7,257
建仓
CMCSA
COMCAST CORP NEW
+$2.5M
60,844
建仓
IIPR
INNOVATIVE INDL PPTYS INC
+$2.3M
17,328
增持
TOTL
SSGA ACTIVE ETF TR
+$2.3M
1,269,077
+0%
建仓
STWD
STARWOOD PPTY TR INC
+$2.2M
110,380
建仓
SPHD
INVESCO EXCH TRADED FD TR II
+$2.2M
42,750
增持
AAPL
APPLE INC
+$2.1M
58,797
+7%
建仓
V
VISA INC
+$2.0M
7,208
增持
VBR
VANGUARD INDEX FDS
+$2.0M
85,661
+3%
建仓
PFE
PFIZER INC
+$1.8M
63,530
建仓
ABR
ARBOR REALTY TRUST INC
+$1.8M
117,132
减持
SJNK
SPDR SER TR
-$1.8M
69,634
-51%
建仓
TFSL
TFS FINL CORP
+$1.7M
131,674
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.7M
454,820
+4%
建仓
—
LINDE PLC
+$1.6M
3,416
建仓
CSCO
CISCO SYS INC
+$1.6M
29,848
建仓
—
FOOT LOCKER INC
+$1.6M
61,462
增持
MUNI
PIMCO ETF TR
+$1.6M
174,688
+18%
建仓
NFLX
NETFLIX INC
+$1.5M
2,139
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.5M
17,639
建仓
—
TE CONNECTIVITY PLC
+$1.5M
9,744
建仓
RTX
RTX CORPORATION
+$1.5M
12,097
建仓
BBY
BEST BUY INC
+$1.4M
13,740
建仓
MMM
3M CO
+$1.4M
10,261
建仓
JXN
JACKSON FINANCIAL INC
+$1.4M
15,268
增持
MGC
VANGUARD WORLD FD
+$1.4M
25,759
+29%
建仓
APAM
ARTISAN PARTNERS ASSET MGMT
+$1.4M
31,391
建仓
HD
HOME DEPOT INC
+$1.3M
3,282
建仓
ERIE
ERIE INDTY CO
+$1.3M
2,461
建仓
SPGI
S&P GLOBAL INC
+$1.3M
2,552
增持
VST
VISTRA CORP
+$1.3M
15,836
+136%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$1.2M
149,633
+34%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
136,949
+10%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.2M
5,140
建仓
APO
APOLLO GLOBAL MGMT INC
+$1.2M
9,543
建仓
SBRA
SABRA HEALTH CARE REIT INC
+$1.2M
63,102
清仓
TFLO
ISHARES TR
-$1.1M
0
-100%
建仓
AMGN
AMGEN INC
+$1.1M
3,431
建仓
AM
ANTERO MIDSTREAM CORP
+$1.1M
73,314
增持
DELL
DELL TECHNOLOGIES INC
+$1.1M
14,270
+233%
建仓
ABBV
ABBVIE INC
+$1.1M
5,529
建仓
KO
COCA COLA CO
+$1.1M
15,105
建仓
VUG
VANGUARD INDEX FDS
+$1.1M
2,813
建仓
CL
COLGATE PALMOLIVE CO
+$1.1M
10,395
建仓
FIX
COMFORT SYS USA INC
+$1.1M
2,717
增持
GOVT
ISHARES TR
+$1.1M
261,409
+16%
建仓
CVX
CHEVRON CORP NEW
+$1.0M
7,080
建仓
IEFA
ISHARES TR
+$1.0M
13,063
建仓
WMB
WILLIAMS COS INC
+$999.7K
21,899
建仓
APD
AIR PRODS & CHEMS INC
+$991.8K
3,331
建仓
WU
WESTERN UN CO
+$974.0K
81,639
建仓
UPS
UNITED PARCEL SERVICE INC
+$957.9K
7,026
建仓
—
SKECHERS U S A INC
+$930.8K
13,909
建仓
CEG
CONSTELLATION ENERGY CORP
+$925.9K
3,561
建仓
UNP
UNION PAC CORP
+$922.8K
3,744
建仓
FAST
FASTENAL CO
+$908.6K
12,722
建仓
—
SITIO ROYALTIES CORP
+$894.9K
42,941
建仓
MA
MASTERCARD INCORPORATED
+$893.3K
1,809
建仓
MPT
MEDICAL PPTYS TRUST INC
+$883.2K
150,967
建仓
SLG
SL GREEN RLTY CORP
+$876.0K
12,584
建仓
TSLA
TESLA INC
+$874.9K
3,344
建仓
OGS
ONE GAS INC
+$869.3K
11,681
增持
IVV
ISHARES TR
+$866.9K
2,353
+163%
建仓
VMC
VULCAN MATLS CO
+$862.2K
3,443
减持
FDVV
FIDELITY COVINGTON TRUST
+$851.8K
272,247
-2%
建仓
CAG
CONAGRA BRANDS INC
+$848.3K
26,084
增持
JMBS
JANUS DETROIT STR TR
+$841.2K
288,059
+2%
建仓
ADBE
ADOBE INC
+$816.0K
1,576
建仓
WMT
WALMART INC
+$806.9K
9,993
建仓
GVI
ISHARES TR
+$799.1K
7,461
建仓
—
COPA HOLDINGS SA
+$794.6K
8,468
建仓
FIBK
FIRST INTST BANCSYSTEM INC
+$789.3K
25,727
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$789.0K
22,888
建仓
—
SPOTIFY TECHNOLOGY S A
+$780.2K
2,117
建仓
VOO
VANGUARD INDEX FDS
+$779.9K
1,478
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
+$778.9K
181,751
-0%
建仓
QCOM
QUALCOMM INC
+$774.6K
4,555
建仓
CRM
SALESFORCE INC
+$766.4K
2,800
建仓
COLB
COLUMBIA BKG SYS INC
+$750.6K
28,748
建仓
EME
EMCOR GROUP INC
+$725.0K
1,684
建仓
MRSH
MARSH &MCLENNAN COS INC
+$724.8K
3,249
减持
META
META PLATFORMS INC
+$717.6K
14,333
-3%
建仓
ELV
ELEVANCE HEALTH INC
+$709.8K
1,365
建仓
HIW
HIGHWOODS PPTYS INC
+$708.2K
21,135
建仓
NEE
NEXTERA ENERGY INC
+$690.4K
8,168
建仓
OHI
OMEGA HEALTHCARE INVS INC
+$689.9K
16,951
建仓
CW
CURTISS WRIGHT CORP
+$680.4K
2,070
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$672.3K
3,041
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$670.6K
1,457
建仓
TXN
TEXAS INSTRS INC
+$669.3K
3,240
建仓
AMG
AFFILIATED MANAGERS GROUP IN
+$637.4K
3,585
建仓
PFFD
GLOBAL X FDS
+$636.8K
30,646
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$633.3K
10,642
增持
MSI
MOTOROLA SOLUTIONS INC
+$624.9K
2,895
+65%
建仓
KNSL
KINSALE CAP GROUP INC
+$623.4K
1,339
建仓
BRKR
BRUKER CORP
+$621.3K
8,996
