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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 28
增持 65
减持 33
清仓 24
方向
标的
Δ市值
现股数(环比)
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$150.9M
4,836,410
+68%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$141.1M
2,996,562
+380%
增持
IUSB
ISHARES TR
+$138.9M
7,645,647
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。
+66%
增持
AVEM
AMERICAN CENTY ETF TR
+$132.2M
3,051,056
+107%
增持
PAVE
GLOBAL X FDS
+$104.7M
2,695,326
+300%
建仓
VXF
VANGUARD INDEX FDS
+$104.6M
508,333
减持
VO
VANGUARD INDEX FDS
-$93.6M
6,143
-98%
增持
DFIV
DIMENSIONAL ETF TRUST
+$90.6M
4,025,407
+65%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$89.8M
1,668,727
+24411%
建仓
SPTI
SPDR SERIES TRUST
+$82.2M
2,868,259
增持
DIHP
DIMENSIONAL ETF TRUST
+$80.9M
5,137,263
+92%
减持
JAAA
JANUS DETROIT STR TR
-$75.4M
19,602
-99%
增持
STIP
ISHARES TR
+$74.4M
923,635
+347%
增持
SPYG
SPDR SERIES TRUST
+$71.3M
3,579,192
+37%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$66.7M
2,163,059
+180%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$59.8M
3,811,756
+82%
增持
IVE
ISHARES TR
+$53.7M
520,387
+96%
减持
USIG
ISHARES TR
-$52.2M
5,837
-99%
增持
FTEC
FIDELITY COVINGTON TRUST
+$51.2M
547,277
+96%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$51.1M
3,298,834
+61%
增持
MUB
ISHARES TR
+$46.6M
916,625
+94%
减持
IGLB
ISHARES TR
-$46.0M
19,403
-98%
增持
DEM
WISDOMTREE TR
+$38.5M
1,910,625
+58%
建仓
IAGG
ISHARES TR
+$36.8M
736,346
清仓
MTUM
ISHARES TR
-$35.0M
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$33.4M
801,268
+318%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$31.7M
663,626
建仓
XFIV
BONDBLOXX ETF TRUST
+$31.5M
639,942
建仓
SCHO
SCHWAB STRATEGIC TR
+$29.3M
1,208,324
增持
BINC
BLACKROCK ETF TRUST II
+$29.3M
1,836,270
+47%
增持
VWOB
VANGUARD WHITEHALL FDS
+$28.7M
1,052,328
+76%
增持
DFAI
DIMENSIONAL ETF TRUST
+$28.6M
1,806,176
+65%
减持
HYDB
ISHARES TR
-$24.9M
11,789
-98%
增持
LRGF
ISHARES TR
+$24.1M
964,191
+69%
增持
CGIB
CAPITAL GRP FIXED INCM ETF T
+$23.7M
1,256,014
+299%
建仓
XEMD
BONDBLOXX ETF TRUST
+$22.2M
504,648
清仓
MEAR
ISHARES U S ETF TR
-$19.8M
0
-100%
减持
IGSB
ISHARES TR
-$18.5M
4,880
-99%
增持
MLN
VANECK ETF TRUST
+$17.4M
3,251,917
+45%
减持
USRT
ISHARES TR
-$17.4M
13,240
-96%
增持
TOTL
SSGA ACTIVE ETF TR
+$16.4M
1,981,354
+28%
增持
QUAL
ISHARES TR
+$15.9M
930,665
+14%
增持
CGMM
CAPITAL GROUP EQUITY ETF TR
+$15.3M
1,077,203
+91%
增持
VTEB
VANGUARD MUN BD FDS
+$14.9M
1,098,741
+39%
增持
IUSG
ISHARES TR
-$14.2M
1,133,813
+0%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$14.2M
335,901
减持
INTF
ISHARES TR
-$13.5M
863,114
-31%
清仓
HIMU
BLACKROCK ETF TRUST II
-$13.2M
0
-100%
增持
IUSV
ISHARES TR
+$11.3M
3,893,371
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$10.9M
716,897
+91%
增持
AVUS
AMERICAN CENTY ETF TR
+$9.1M
158,988
+107%
增持
MSFT
MICROSOFT CORP
+$9.1M
59,166
+123%
增持
JMBS
JANUS DETROIT STR TR
+$8.5M
696,640
+39%
增持
DFUS
DIMENSIONAL ETF TRUST
+$8.2M
252,541
+94%
增持
AVUV
AMERICAN CENTY ETF TR
+$8.1M
135,582
+101%
增持
CGCP
CAPITAL GRP FIXED INCM ETF T
+$8.1M
2,003,929
+24%
建仓
PAAA
PGIM ETF TR
+$7.9M
154,021
减持
CGMS
CAPITAL GRP FIXED INCM ETF T
-$6.6M
31,623
-88%
建仓
CGSD
CAPITAL GRP FIXED INCM ETF T
+$6.2M
240,119
清仓
DGCB
DIMENSIONAL ETF TRUST
-$6.1M
0
-100%
增持
AVDV
AMERICAN CENTY ETF TR
+$6.0M
115,444
+97%
减持
FBND
FIDELITY MERRIMACK STR TR
-$5.8M
35,985
-78%
增持
DFGX
DIMENSIONAL ETF TRUST
+$5.0M
258,466
+59%
减持
MBB
ISHARES TR
-$4.8M
544,803
-8%
增持
DFIC
DIMENSIONAL ETF TRUST
+$4.3M
2,557,353
+2%
减持
AMZN
AMAZON COM INC
-$4.3M
34,202
-31%
清仓
HYD
VANECK ETF TRUST
-$4.3M
0
-100%
建仓
CAIE
CALAMOS ETF TR
+$4.2M
168,151
减持
META
META PLATFORMS INC
-$4.1M
10,065
-33%
增持
QCOM
QUALCOMM INC
+$3.9M
53,994
+205%
清仓
EMHY
ISHARES INC
-$3.9M
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.7M
198,262
+113%
建仓
KEYS
KEYSIGHT TECHNOLOGIES INC
+$3.6M
12,899
清仓
SPMO
INVESCO EXCH TRADED FD TR II
-$3.6M
0
-100%
增持
DFSD
DIMENSIONAL ETF TRUST
+$3.3M
210,864
+50%
增持
MU
MICRON TECHNOLOGY INC
+$3.3M
18,903
+75%
减持
JPM
JPMORGAN CHASE & CO
-$3.2M
23,296
-25%
建仓
BWA
BORGWARNER INC
+$3.1M
57,129
清仓
DFGP
DIMENSIONAL ETF TRUST
-$3.1M
0
-100%
减持
SPMB
SPDR SERIES TRUST
-$3.0M
34,653
-79%
增持
FDX
FEDEX CORP
+$3.0M
9,350
+675%
减持
ICVT
ISHARES TR
-$2.9M
4,531
-87%
建仓
PFE
PFIZER INC
+$2.9M
101,867
增持
VTI
VANGUARD INDEX FDS
+$2.8M
11,992
+301%
清仓
FYEE
FIDELITY GREENWOOD STREET TR
-$2.7M
0
-100%
清仓
TOPT
ISHARES TR
-$2.6M
0
-100%
清仓
TWLO
TWILIO INC
-$2.6M
0
-100%
建仓
USB
US BANCORP
+$2.4M
46,946
增持
UPS
UNITED PARCEL SVCS INC
+$2.4M
26,171
+1085%
增持
HYG
ISHARES TR
+$2.3M
32,324
+718%
减持
AMP
AMERIPRISE FINL INC
-$2.2M
3,491
-55%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.2M
6,478
-38%
增持
DELL
DELL TECHNOLOGIES INC
+$2.2M
16,327
+289%
清仓
MAT
MATTEL INC
-$2.1M
0
-100%
增持
AAPL
APPLE INC
+$2.1M
83,101
+19%
减持
ADSK
AUTODESK INC
-$2.1M
12,395
-28%
减持
MUNI
PIMCO ETF TR
-$2.1M
188,886
-17%
增持
—
LYONDELLBASELL INDUSTRIES NV
+$2.1M
40,962
+46%
减持
GOOGL
ALPHABET INC
-$2.1M
37,895
-8%
清仓
RL
RALPH LAUREN CORP
-$2.0M
0
-100%
增持
—
JANUS HENDERSON GROUP PLC
+$2.0M
102,785
+49%
建仓
RNG
RINGCENTRAL INC
+$2.0M
53,303
清仓
MSI
MOTOROLA SOLUTIONS INC
-$1.9M
0
-100%
减持
CSCO
CISCO SYS INC
-$1.9M
60,171
-30%
减持
AVGO
BROADCOM INC
-$1.9M
22,868
-12%
清仓
MCK
MCKESSON CORP
-$1.8M
0
-100%
减持
PEGA
PEGASYSTEMS INC
-$1.8M
59,218
-18%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
167,142
+14%
建仓
PAYX
PAYCHEX INC
+$1.7M
18,539
建仓
MRVL
MARVELL TECHNOLOGY INC
+$1.6M
16,500
增持
CAH
CARDINAL HEALTH INC
+$1.6M
8,613
+699%
增持
TPR
TAPESTRY INC
+$1.6M
16,205
+198%
建仓
WBS
WEBSTER FINL CORP
+$1.5M
22,146
减持
COF
CAPITAL ONE FINL CORP
-$1.5M
8,256
-34%
减持
AVIG
AMERICAN CENTY ETF TR
-$1.4M
225,124
-12%
增持
DG
DOLLAR GEN CORP
+$1.4M
31,413
+78%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$1.4M
0
-100%
增持
CF
CF INDUSTRIES HOLD
+$1.4M
19,830
+28%
增持
DFAC
DIMENSIONAL ETF TRUST
+$1.4M
92,851
+64%
建仓
DECK
DECKERS OUTDOOR CORP
+$1.4M
13,499
增持
—
VALARIS LTD
+$1.3M
27,067
+4%
清仓
ADBE
ADOBE INC
-$1.3M
0
-100%
减持
PCTY
PAYLOCITY HLDG CORP
-$1.3M
19,290
-13%
增持
PM
PHILIP MORRIS INTL INC
+$1.3M
29,185
+33%
减持
EME
EMCOR GROUP INC
-$1.3M
513
-81%
建仓
W
WAYFAIR INC
+$1.3M
16,799
清仓
MTZ
MASTEC INC
-$1.2M
0
-100%
减持
—
MEDTRONIC PLC
-$1.2M
30,775
-24%
清仓
PSTG
PURE STORAGE INC
-$1.2M
0
-100%
减持
FBUF
FIDELITY GREENWOOD STREET TR
-$1.2M
14,189
-73%
建仓
FMC
FMC CORP
+$1.1M
64,942
建仓
BEN
FRANKLIN RESOURCES INC
+$1.1M
47,201
建仓
TTEK
TETRA TECH INC NEW
+$1.1M
36,546
减持
VUG
VANGUARD INDEX FDS
-$1.1M
4,182
-30%
减持
ORCL
ORACLE CORP
-$1.1M
11,360
-19%
增持
NYT
NEW YORK TIMES CO MTN BE
+$1.1M
33,472
+34%
清仓
JBL
JABIL INC
-$1.1M
0
-100%
建仓
COKE
COCA COLA CONS INC
+$1.0M
5,461
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$1.0M
0
-100%
建仓
KHC
KRAFT HEINZ CO
+$1.0M
46,245
减持
IBKR
INTERACTIVE BROKERS GROUP IN
-$1.0M
19,877
-46%
建仓
PEP
PEPSICO INC
+$1.0M
6,645
增持
—
RENAISSANCERE HLDGS LTD
+$1.0M
8,868
+55%
清仓
STT
STATE STR CORP
-$1.0M
0
-100%
建仓
DVN
DEVON ENERGY CORP NEW
+$1.0M
20,446
增持
ABBV
ABBVIE INC
+$1.0M
11,136
+82%
增持
NTAP
NETAPP INC
+$1.0M
24,056
+79%
清仓
PGR
PROGRESSIVE CORP
-$1.0M
0
-100%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$1.0M
6,751
+122%
清仓
TLN
TALEN ENERGY CORP
-$1.0M
0
-100%
