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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 27
增持 87
减持 32
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
USRT
ISHARES TR
-$33.8M
30
-100%
减持
IUSB
ISHARES TR
-$30.0M
4,153,526
-10%
增持
IGLB
ISHARES TR
+$29.8M
1,082,317
+145%
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
SPYG
SPDR SER TR
+$23.1M
2,387,215
+6%
建仓
MTUM
ISHARES TR
+$18.5M
89,426
增持
IUSV
ISHARES TR
+$17.8M
2,586,389
+11%
增持
SMMD
ISHARES TR
+$15.0M
549,769
+66%
增持
JAAA
JANUS DETROIT STR TR
+$13.4M
689,958
+63%
增持
DFIV
DIMENSIONAL ETF TRUST
+$11.9M
1,477,499
+39%
增持
QUAL
ISHARES TR
+$11.5M
600,125
+13%
增持
IUSG
ISHARES TR
+$11.0M
874,688
+4%
减持
DFIC
DIMENSIONAL ETF TRUST
-$10.0M
2,493,128
-6%
增持
MUB
ISHARES TR
+$8.8M
493,112
+22%
增持
FTEC
FIDELITY COVINGTON TRUST
+$6.1M
192,219
+14%
增持
VBR
VANGUARD INDEX FDS
+$5.7M
115,407
+35%
建仓
EFA
ISHARES TR
+$5.0M
66,204
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$4.6M
1,110,623
+17%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$4.5M
775,541
+20%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$4.1M
1,138,267
+4%
增持
MLN
VANECK ETF TRUST
+$3.5M
617,629
+49%
增持
VO
VANGUARD INDEX FDS
+$3.2M
150,133
+9%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$3.2M
619,739
+35%
增持
IVE
ISHARES TR
+$3.0M
142,042
+16%
增持
IEMG
ISHARES INC
+$2.8M
768,885
+18%
增持
MEAR
ISHARES U S ETF TR
+$2.6M
297,105
+22%
增持
INTF
ISHARES TR
-$2.5M
1,229,373
+2%
增持
VTEB
VANGUARD MUN BD FDS
+$2.4M
767,016
+9%
增持
LRGF
ISHARES TR
+$2.4M
405,247
+8%
增持
USIG
ISHARES TR
+$2.3M
505,956
+15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$2.1M
282,649
+47%
增持
NVDA
NVIDIA CORPORATION
+$2.0M
138,732
+1%
增持
VOO
VANGUARD INDEX FDS
+$1.9M
4,884
+230%
增持
TOTL
SSGA ACTIVE ETF TR
-$1.8M
1,288,872
+2%
增持
DEM
WISDOMTREE TR
-$1.7M
1,078,965
+5%
增持
BINC
BLACKROCK ETF TRUST II
+$1.7M
727,374
+8%
增持
SPSM
SPDR SER TR
+$1.7M
525,508
+9%
建仓
ANET
ARISTA NETWORKS INC
+$1.7M
15,171
增持
GOOGL
ALPHABET INC
+$1.5M
24,952
+30%
增持
AAPL
APPLE INC
+$1.5M
60,851
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.5M
4,837
+232%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$1.4M
32,613
增持
TSLA
TESLA INC
+$1.4M
5,683
+70%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$1.3M
14,802
-15%
减持
AVGO
BROADCOM INC
+$1.3M
26,868
-6%
增持
VWOB
VANGUARD WHITEHALL FDS
+$1.3M
359,180
+11%
增持
AMZN
AMAZON COM INC
+$1.2M
33,859
+1%
增持
PM
PHILIP MORRIS INTL INC
+$1.2M
11,744
+518%
清仓
—
ARISTA NETWORKS INC
-$1.1M
0
-100%
增持
SPEM
SPDR INDEX SHS FDS
+$1.1M
289,201
+19%
增持
CW
CURTISS WRIGHT CORP
+$1.1M
4,971
+140%
增持
MGC
VANGUARD WORLD FD
+$1.0M
29,948
+16%
建仓
UAL
UNITED AIRLS HLDGS INC
+$957.4K
9,860
增持
MBB
ISHARES TR
+$931.4K
270,756
+9%
增持
FIBK
FIRST INTST BANCSYSTEM INC
+$923.7K
52,757
+105%
建仓
CAFX
PROFESIONALLY MANAGED PORTFO
+$894.6K
36,602
增持
TFSL
TFS FINL CORP
+$886.4K
205,393
+56%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$876.8K
13,754
建仓
AVUS
AMERICAN CENTY ETF TR
+$864.0K
8,914
增持
—
COPA HOLDINGS SA
+$837.1K
18,568
+119%
增持
SCHD
SCHWAB STRATEGIC TR
-$820.1K
24,558
+39%
减持
ERIE
ERIE INDTY CO
-$806.6K
1,266
-49%
清仓
GVI
ISHARES TR
-$799.1K
0
-100%
减持
—
LINDE PLC
-$798.0K
1,985
-42%
增持
HYDB
ISHARES TR
+$785.6K
458,093
+6%
建仓
BKH
BLACK HILLS CORP
+$783.7K
13,392
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$782.3K
731
-68%
减持
UNH
UNITEDHEALTH GROUP INC
-$768.9K
9,460
-0%
减持
FELG
FIDELITY COVINGTON TRUST
+$757.2K
438,745
-1%
减持
—
FOOT LOCKER INC
-$751.9K
38,431
-37%
减持
CMCSA
COMCAST CORP NEW
-$750.4K
47,724
-22%
增持
HYD
VANECK ETF TRUST
+$731.2K
181,311
+11%
建仓
LRCX
LAM RESEARCH CORP
+$724.3K
10,028
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$717.7K
178,958
+20%
增持
MSFT
MICROSOFT CORP
+$717.6K
44,195
+6%
减持
SBRA
SABRA HEALTH CARE REIT INC
-$717.5K
26,373
-58%
增持
OGS
ONE GAS INC
+$715.6K
22,886
+96%
增持
APAM
ARTISAN PARTNERS ASSET MGMT
+$710.2K
48,086
+53%
减持
CGSD
CAPITAL GRP FIXED INCM ETF T
-$698.2K
18,637
-59%
增持
AXP
AMERICAN EXPRESS CO
+$675.0K
5,849
+50%
增持
IVV
ISHARES TR
+$671.6K
3,447
+46%
增持
EFV
ISHARES TR
+$667.1K
215,995
+17%
减持
JXN
JACKSON FINANCIAL INC
-$662.3K
8,390
-45%
减持
—
EXXON MOBIL CORP
-$654.0K
22,355
-14%
减持
SLG
SL GREEN RLTY CORP
-$648.4K
3,351
-73%
建仓
EXPE
EXPEDIA GROUP INC
+$634.1K
3,403
增持
PEGA
PEGASYSTEMS INC
+$619.5K
16,230
+33%
增持
IFRA
ISHARES TR
+$616.6K
327,475
+6%
增持
META
META PLATFORMS INC
+$612.0K
15,058
+5%
减持
TDIV
FIRST TR EXCHANGE-TRADED FD
-$603.9K
178,317
-2%
建仓
EPR
EPR PPTYS
+$603.3K
13,625
建仓
UTHR
UNITED THERAPEUTICS CORP DEL
+$602.7K
1,708
清仓
—
LAM RESEARCH CORP
-$600.6K
0
-100%
增持
AMP
AMERIPRISE FINL INC
+$590.1K
3,255
+34%
增持
MTN
VAIL RESORTS INC
+$590.1K
5,217
+134%
增持
EFG
ISHARES TR
-$579.7K
508,010
+10%
减持
HSY
HERSHEY CO
-$564.8K
136
-96%
清仓
—
AVANGRID INC
-$553.1K
0
-100%
减持
GNTX
GENTEX CORP
-$544.0K
26,088
-40%
建仓
AGG
ISHARES TR
+$539.6K
5,569
减持
MRK
MERCK &CO INC
-$534.9K
21,355
-9%
增持
VUG
VANGUARD INDEX FDS
+$529.6K
3,922
+39%
增持
EME
EMCOR GROUP INC
+$525.6K
2,755
+64%
增持
MSI
MOTOROLA SOLUTIONS INC
+$525.5K
3,953
+37%
减持
LLY
ELI LILLY &CO
-$524.4K
2,731
-8%
增持
TPR
TAPESTRY INC
+$523.6K
21,530
+15%
建仓
BURL
BURLINGTON STORES INC
+$521.4K
1,829
增持
AM
ANTERO MIDSTREAM CORP
+$518.2K
107,460
+47%
增持
CSCO
CISCO SYS INC
+$505.6K
35,373
+19%
建仓
NJR
NEW JERSEY RES CORP
+$496.9K
10,652
减持
ORCL
ORACLE CORP
-$495.5K
20,224
-11%
建仓
ESAB
ESAB CORPORATION
+$488.0K
4,068
增持
GLPI
GAMING &LEISURE PPTYS INC
+$484.6K
18,839
+129%
减持
CALM
CAL MAINE FOODS INC
+$484.3K
29,959
-14%
增持
TROW
PRICE T ROWE GROUP INC
+$475.6K
9,609
+71%
增持
PPC
PILGRIMS PRIDE CORP
+$473.3K
20,866
+103%
减持
CEG
CONSTELLATION ENERGY CORP
-$469.3K
2,041
-43%
建仓
UBSI
UNITED BANKSHARES INC WEST V
+$468.9K
12,488
增持
CRM
SALESFORCE INC
+$467.5K
3,691
+32%
减持
MMM
3M CO
-$462.3K
7,285
-29%
建仓
LNG
CHENIERE ENERGY INC
+$461.3K
2,147
增持
—
SPOTIFY TECHNOLOGY S A
+$460.4K
2,773
+31%
减持
RTX
RTX CORPORATION
-$453.4K
8,747
-28%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$447.8K
609
-87%
增持
DKS
DICKS SPORTING GOODS INC
+$441.6K
3,775
+87%
增持
—
GARMIN LTD
+$434.1K
4,759
+53%
建仓
VC
VISTEON CORP
+$430.4K
4,851
建仓
AVUV
AMERICAN CENTY ETF TR
+$429.5K
4,449
减持
VRT
VERTIV HOLDINGS CO
-$426.5K
16,160
-29%
建仓
STT
STATE STR CORP
+$426.0K
4,340
增持
EBAY
EBAY INC.
+$425.2K
11,175
+172%
减持
VMC
VULCAN MATLS CO
-$420.1K
1,719
-50%
增持
ABR
ARBOR REALTY TRUST INC
+$419.4K
161,879
+38%
建仓
HRL
HORMEL FOODS CORP
+$418.4K
13,338
增持
TGNA
TEGNA INC
+$418.3K
61,795
+37%
增持
FIX
COMFORT SYS USA INC
+$415.4K
3,480
+28%
增持
STWD
STARWOOD PPTY TR INC
+$415.2K
140,621
+27%
建仓
DCI
DONALDSON INC
+$415.1K
6,163
增持
ZTS
ZOETIS INC
+$414.8K
6,057
+107%
增持
KMB
KIMBERLY-CLARK CORP
+$412.5K
7,514
+87%
增持
JMBS
JANUS DETROIT STR TR
-$410.7K
294,867
+2%
增持
CL
COLGATE PALMOLIVE CO
+$409.9K
16,379
+58%
建仓
SYF
SYNCHRONY FINANCIAL
+$404.6K
6,225
增持
APD
AIR PRODS &CHEMS INC
+$401.6K
4,804
+44%
增持
SJNK
SPDR SER TR
+$398.2K
86,785
+25%
增持
IXC
ISHARES TR
+$390.1K
79,225
+22%
减持
FCX
FREEPORT-MCMORAN INC
-$387.6K
6,078
-51%
增持
BEN
FRANKLIN RESOURCES INC
+$386.0K
36,791
+106%
建仓
CSL
CARLISLE COS INC
+$383.0K
1,038
建仓
AVIG
AMERICAN CENTY ETF TR
+$377.6K
9,306
减持
—
SITIO ROYALTIES CORP
-$376.4K
27,031
-37%
