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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 13
增持 94
减持 20
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
IUSV
ISHARES TR
+$49.5M
3,370,931
+11%
增持
SPYG
SPDR SERIES TRUST
+$35.1M
2,346,137
+6%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$30.1M
2,634,839
+12%
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
QUAL
ISHARES TR
+$28.3M
880,946
+13%
增持
IUSB
ISHARES TR
+$23.8M
4,222,690
+13%
增持
VO
VANGUARD INDEX FDS
+$23.7M
542,447
+11%
增持
DFIV
DIMENSIONAL ETF TRUST
+$21.7M
2,970,673
+10%
增持
IUSG
ISHARES TR
+$21.0M
805,325
+9%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$14.2M
1,805,453
+16%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$13.9M
1,676,585
+14%
增持
IEMG
ISHARES INC
+$13.4M
1,091,703
+12%
减持
FBND
FIDELITY MERRIMACK STR TR
-$12.9M
140,238
-67%
减持
MSFT
MICROSOFT CORP
-$12.4M
25,133
-51%
减持
IGLB
ISHARES TR
-$12.3M
1,008,284
-21%
增持
FTEC
FIDELITY COVINGTON TRUST
+$10.8M
263,250
+9%
减持
FDVV
FIDELITY COVINGTON TRUST
-$9.6M
121,047
-62%
增持
DFAI
DIMENSIONAL ETF TRUST
+$9.2M
931,359
+30%
增持
DIHP
DIMENSIONAL ETF TRUST
+$7.9M
2,047,454
+11%
增持
MBB
ISHARES TR
+$7.4M
550,887
+15%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$7.1M
1,459,162
+26%
增持
USIG
ISHARES TR
+$7.0M
938,833
+15%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$6.9M
1,105,746
+14%
增持
IGSB
ISHARES TR
+$5.9M
1,257,158
+9%
增持
LRGF
ISHARES TR
+$5.7M
526,364
+10%
增持
IVE
ISHARES TR
+$5.4M
242,138
+6%
增持
DFIC
DIMENSIONAL ETF TRUST
+$5.3M
2,553,719
+1%
增持
MTUM
ISHARES TR
+$5.3M
126,135
+12%
增持
JAAA
JANUS DETROIT STR TR
+$5.2M
1,358,664
+8%
增持
NVDA
NVIDIA CORPORATION
+$5.1M
146,775
+4%
增持
VWOB
VANGUARD WHITEHALL FDS
+$4.4M
510,008
+12%
建仓
NRG
NRG ENERGY INC
+$3.8M
23,719
增持
AAPL
APPLE INC
+$3.8M
68,407
+3%
增持
MLN
VANECK ETF TRUST
+$3.7M
1,742,132
+10%
增持
BINC
BLACKROCK ETF TRUST II
+$3.6M
1,154,612
+6%
增持
AVIG
AMERICAN CENTY ETF TR
+$3.6M
185,584
+85%
减持
VTI
VANGUARD INDEX FDS
-$3.6M
2,941
-80%
增持
GOOGL
ALPHABET INC
+$3.3M
38,948
+11%
增持
MUB
ISHARES TR
+$3.1M
440,725
+5%
增持
ADSK
AUTODESK INC
+$3.0M
15,649
+149%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$3.0M
326,663
+28%
增持
AVUS
AMERICAN CENTY ETF TR
+$3.0M
66,377
+58%
增持
TOTL
SSGA ACTIVE ETF TR
+$2.9M
1,527,200
+4%
增持
INTF
ISHARES TR
+$2.9M
1,259,454
+2%
增持
SPEM
SPDR INDEX SHS FDS
+$2.9M
385,596
+8%
增持
CHWY
CHEWY INC
+$2.8M
88,963
+393%
增持
AVUV
AMERICAN CENTY ETF TR
+$2.8M
55,760
+82%
增持
USRT
ISHARES TR
+$2.8M
286,298
+15%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.7M
105,223
+43%
增持
FELG
FIDELITY COVINGTON TRUST
+$2.7M
482,310
+4%
建仓
TOPT
ISHARES TR
+$2.6M
84,586
增持
DFGX
DIMENSIONAL ETF TRUST
+$2.6M
110,480
+73%
增持
ONEY
SPDR SERIES TRUST
+$2.5M
263,788
+4%
清仓
CASY
CASEYS GEN STORES INC
-$2.5M
0
-100%
清仓
—
SPOTIFY TECHNOLOGY S A
-$2.4M
0
-100%
建仓
ADT
ADT INC DEL
+$2.3M
265,494
建仓
QRVO
QORVO INC
+$2.3M
25,467
增持
DFSD
DIMENSIONAL ETF TRUST
+$2.2M
102,033
+84%
增持
DGCB
DIMENSIONAL ETF TRUST
+$2.2M
82,076
+88%
减持
JNJ
JOHNSON &JOHNSON
-$2.2M
16,764
-52%
增持
AVDV
AMERICAN CENTY ETF TR
+$2.2M
48,966
+78%
增持
DEM
WISDOMTREE TR
+$2.1M
1,184,479
+2%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.1M
363,425
+10%
增持
MEAR
ISHARES U S ETF TR
+$2.1M
472,295
+9%
增持
STIP
ISHARES TR
+$2.0M
182,523
+11%
增持
AVLV
AMERICAN CENTY ETF TR
+$1.9M
223,652
+7%
增持
PEGA
PEGASYSTEMS INC
+$1.8M
66,660
+79%
增持
JPM
JPMORGAN CHASE & CO.
+$1.8M
33,115
+11%
增持
INTU
INTUIT
+$1.8M
3,190
+496%
增持
AVGO
BROADCOM INC
+$1.7M
26,663
+4%
增持
CW
CURTISS WRIGHT CORP
+$1.7M
10,294
+29%
增持
TDIV
FIRST TR EXCHANGE TRADED FD
+$1.7M
184,060
+1%
清仓
FAST
FASTENAL CO
-$1.7M
0
-100%
增持
IBKR
INTERACTIVE BROKERS GROUP IN
+$1.6M
34,767
+153%
减持
COF
CAPITAL ONE FINL CORP
-$1.6M
11,534
-40%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.6M
49,815
+71%
清仓
PFE
PFIZER INC
-$1.5M
0
-100%
清仓
CL
COLGATE PALMOLIVE CO
-$1.5M
0
-100%
增持
TSLA
TESLA INC
+$1.5M
8,528
+17%
建仓
MDB
MONGODB INC
+$1.4M
4,594
清仓
DELL
DELL TECHNOLOGIES INC
-$1.4M
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$1.4M
73,375
+86%
减持
VTEB
VANGUARD MUN BD FDS
-$1.3M
859,972
-5%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.3M
24,921
+61%
增持
MCK
MCKESSON CORP
+$1.3M
2,137
+296%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$1.2M
249,848
+23%
增持
RL
RALPH LAUREN CORP
+$1.2M
5,761
+179%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$1.2M
0
-100%
增持
CSCO
CISCO SYS INC
+$1.2M
93,766
+25%
建仓
MTZ
MASTEC INC
+$1.2M
5,550
增持
JMBS
JANUS DETROIT STR TR
+$1.2M
425,307
+5%
减持
PPC
PILGRIMS PRIDE CORP
-$1.2M
17,141
-58%
增持
LOPE
GRAND CANYON ED INC
+$1.1M
5,683
+950%
增持
AVEM
AMERICAN CENTY ETF TR
+$1.1M
39,677
+46%
清仓
UPS
UNITED PARCEL SERVICE INC
-$1.1M
0
-100%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$1.1M
9,136
+160%
建仓
DOCU
DOCUSIGN INC
+$1.1M
14,679
减持
LLY
ELI LILLY &CO
-$1.1M
2,176
-37%
清仓
DOW
DOW INC
-$1.0M
0
-100%
减持
FIX
COMFORT SYS USA INC
-$996.2K
2,035
-59%
建仓
JBL
JABIL INC
+$981.9K
4,522
增持
ADBE
ADOBE INC
+$970.1K
4,562
+176%
减持
TDC
TERADATA CORP DEL
-$958.2K
23,351
-64%
清仓
VRT
VERTIV HOLDINGS CO
-$945.8K
0
-100%
清仓
FMC
FMC CORP
-$911.3K
0
-100%
增持
SHYM
BLACKROCK ETF TRUST II
+$900.4K
492,820
+9%
清仓
PAYX
PAYCHEX INC
-$897.4K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$895.1K
4,115
-57%
清仓
CVS
CVS HEALTH CORP
-$893.9K
0
-100%
清仓
HSY
HERSHEY CO
-$893.7K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$872.7K
25,135
增持
GOOG
ALPHABET INC
+$870.9K
8,844
+22%
增持
IVV
ISHARES TR
+$868.9K
7,038
+14%
增持
EFG
ISHARES TR
+$864.1K
128,189
+5%
减持
ORCL
ORACLE CORP
-$858.8K
13,964
-36%
增持
DFGP
DIMENSIONAL ETF TRUST
+$856.6K
38,748
+63%
减持
CALM
CAL MAINE FOODS INC
-$855.0K
31,572
-18%
减持
—
EXXON MOBIL CORP
-$850.8K
15,606
-36%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$828.1K
10,035
+16%
增持
THC
TENET HEALTHCARE CORP
+$803.5K
14,308
+20%
增持
VOO
VANGUARD INDEX FDS
+$800.7K
8,784
+9%
增持
PSTG
PURE STORAGE INC
+$791.2K
17,771
+47%
清仓
HIW
HIGHWOODS PPTYS INC
-$773.7K
0
-100%
增持
UAL
UNITED AIRLS HLDGS INC
+$765.7K
22,700
+27%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$764.1K
6,579
+106%
增持
—
MEDTRONIC PLC
+$746.4K
37,545
+15%
增持
HYDB
ISHARES TR
+$732.9K
104,702
+16%
清仓
PEP
PEPSICO INC
-$728.5K
0
-100%
清仓
CTAS
CINTAS CORP
-$727.2K
0
-100%
增持
RHI
ROBERT HALF INC.
+$722.5K
28,267
+387%
建仓
HOOD
ROBINHOOD MKTS INC
+$714.9K
4,993
减持
TPR
TAPESTRY INC
+$713.7K
36,610
-6%
增持
CF
CF INDS HLDGS INC
+$709.5K
16,699
+95%
减持
HD
HOME DEPOT INC
-$705.0K
1,197
-63%
减持
KO
COCA COLA CO
-$699.1K
6,498
-59%
清仓
PATH
UIPATH INC
-$696.8K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$687.1K
11,448
+32%
增持
ACM
AECOM
+$672.4K
21,598
+14%
增持
EXPE
EXPEDIA GROUP INC
+$665.9K
9,567
+17%
清仓
SAM
BOSTON BEER INC
-$647.4K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$643.2K
11,606
+23%
清仓
EIX
EDISON INTL
-$614.6K
0
-100%
建仓
DE
DEERE &CO
+$611.6K
1,337
减持
WSM
WILLIAMS SONOMA INC
-$605.6K
1,078
-78%
清仓
IWF
ISHARES TR
-$604.6K
0
-100%
清仓
RNG
RINGCENTRAL INC
-$599.7K
0
-100%
建仓
LYV
LIVE NATION ENTERTAINMENT IN
+$597.9K
3,659
清仓
LPX
LOUISIANA PAC CORP
-$594.3K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$585.2K
27,669
+23%
建仓
EQH
EQUITABLE HLDGS INC
+$576.7K
11,358
增持
PGR
PROGRESSIVE CORP
+$571.5K
7,409
+57%
