KESTRA PRIVATE WEALTH SERVICES, LLC
AUSTIN TX · SEC CIK 0001649451
$81.12亿2026Q1 申报市值
1,762持仓数
17.4%前十大占比 · 第一大 3.3%
158 / 127新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WISDOMTREE TR 新建仓+$946.63万
JPM 加仓+$888.51万
BSCS 加仓+$871.96万
MSFT 加仓+$845.58万
IVV 加仓+$830.49万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$977.69万
BIL 减仓-$881.37万
TBIL 减仓-$824.33万
IUSV 减仓-$560.18万
FTGS 减仓-$559.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IDOG | ALPS ETF TR | $237.86万 | 0.03% | 57,107 | -3,178 | -5.3% | -$13.24万 | 减仓 |
| FLRT | PACER FDS TR | $239.07万 | 0.03% | 51,623 | 6,131 | 13.5% | $28.39万 | 加仓 |
| EOG | EOG RES INC | $239.15万 | 0.03% | 16,542 | -979 | -5.6% | -$14.15万 | 减仓 |
| SHM | SPDR SERIES TRUST | $239.43万 | 0.03% | 50,058 | 22,564 | 82.1% | $107.92万 | 加仓 |
| SYY | SYSCO CORP | $239.66万 | 0.03% | 33,599 | -2,050 | -5.8% | -$14.62万 | 减仓 |
| IBDS | ISHARES TR | $240.60万 | 0.03% | 99,257 | 12,330 | 14.2% | $29.89万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $242.10万 | 0.03% | 48,949 | 12,911 | 35.8% | $63.86万 | 加仓 |
| NLR | ANECK ETF TRUST | $242.28万 | 0.03% | 18,190 | 1,978 | 12.2% | $26.35万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $242.47万 | 0.03% | 24,479 | -12,005 | -32.9% | -$118.91万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $245.62万 | 0.03% | 28,951 | 3,363 | 13.1% | $28.53万 | 加仓 |
| AGX | ARGAN INC | $247.48万 | 0.03% | 4,544 | 431 | 10.5% | $23.47万 | 加仓 |
| SNA | SNAP ON INC | $248.42万 | 0.03% | 6,840 | 1,752 | 34.4% | $63.63万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $249.72万 | 0.03% | 13,387 | 239 | 1.8% | $4.46万 | 加仓 |
| SHEL | SHELL PLC | $251.85万 | 0.03% | 27,081 | -8,028 | -22.9% | -$74.66万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $252.42万 | 0.03% | 8,622 | 571 | 7.1% | $16.72万 | 加仓 |
| MCK | MCKESSON CORP | $252.63万 | 0.03% | 2,919 | -294 | -9.2% | -$25.44万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $253.85万 | 0.03% | 25,337 | -1,306 | -4.9% | -$13.08万 | 减仓 |
| CMI | CUMMINS INC | $258.26万 | 0.03% | 4,800 | 83 | 1.8% | $4.47万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $259.62万 | 0.03% | 55,297 | 7,449 | 15.6% | $34.97万 | 加仓 |
| NOW | SERVICENOW INC | $260.07万 | 0.03% | 24,875 | 3,288 | 15.2% | $34.38万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $261.49万 | 0.03% | 36,087 | -2,962 | -7.6% | -$21.46万 | 减仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $261.57万 | 0.03% | 66,607 | 5,058 | 8.2% | $19.86万 | 加仓 |
| OUSM | ALPS ETF TR | $262.20万 | 0.03% | 59,945 | -4,814 | -7.4% | -$21.06万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $262.65万 | 0.03% | 6,052 | 1,225 | 25.4% | $53.16万 | 加仓 |
| SLB | SLB LIMITED | $264.54万 | 0.03% | 51,477 | 8,501 | 19.8% | $43.69万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $266.36万 | 0.03% | 32,491 | -5,284 | -14.0% | -$43.32万 | 减仓 |
| EEM | ISHARES TR | $267.28万 | 0.03% | 47,065 | 1,207 | 2.6% | $6.85万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $268.06万 | 0.03% | 16,575 | 1,003 | 6.4% | $16.22万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $268.77万 | 0.03% | 15,496 | 807 | 5.5% | $14.00万 | 加仓 |
| AVNM | AMERICAN CENTY ETF TR | $269.65万 | 0.03% | 35,401 | 10,500 | 42.2% | $79.98万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $271.55万 | 0.03% | 10,432 | -183 | -1.7% | -$4.76万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $271.77万 | 0.03% | 55,793 | 3,646 | 7.0% | $17.76万 | 加仓 |
| BCD | ABRDN ETFS | $271.92万 | 0.03% | 75,999 | 10,433 | 15.9% | $37.33万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $272.68万 | 0.03% | 56,748 | 8,439 | 17.5% | $40.55万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $273.41万 | 0.03% | 36,099 | -609 | -1.7% | -$4.61万 | 减仓 |
| SKOR | FLEXSHARES TR | $273.45万 | 0.03% | 56,242 | -4,978 | -8.1% | -$24.20万 | 减仓 |
| BYLD | ISHARES TR | $274.49万 | 0.03% | 121,834 | 9,804 | 8.8% | $22.09万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $275.28万 | 0.03% | 57,687 | -1,092 | -1.9% | -$5.21万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $275.32万 | 0.03% | 36,394 | 23,855 | 190.2% | $180.46万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $275.90万 | 0.03% | 9,723 | 1,001 | 11.5% | $28.40万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $275.92万 | 0.03% | 52,298 | -2,710 | -4.9% | -$14.30万 | 减仓 |
| NXT | NEXTPOWER INC | $276.94万 | 0.03% | 22,973 | 2,774 | 13.7% | $33.44万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $277.80万 | 0.03% | 10,095 | 1,128 | 12.6% | $31.04万 | 加仓 |
| CME | ME GROUP INC | $279.59万 | 0.03% | 9,466 | 4,169 | 78.7% | $123.14万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $280.88万 | 0.03% | 14,268 | -109 | -0.8% | -$2.15万 | 减仓 |
| MCO | MOODYS CORP | $280.96万 | 0.03% | 6,440 | 22 | 0.3% | $9,598 | 加仓 |
| JCPI | J P MORGAN EXCHANGE TRADED F | $281.66万 | 0.03% | 58,218 | 2,139 | 3.8% | $10.35万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $286.16万 | 0.04% | 54,218 | 1,196 | 2.3% | $6.31万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.26万 | 0.04% | 4 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $287.27万 | 0.04% | 183,562 | 42,137 | 29.8% | $65.94万 | 加仓 |
| IGSB | ISHARES TR | $288.42万 | 0.04% | 54,875 | 3,978 | 7.8% | $20.91万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $288.80万 | 0.04% | 14,601 | -1,769 | -10.8% | -$34.99万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $289.97万 | 0.04% | 40,893 | 3,117 | 8.3% | $22.10万 | 加仓 |
| IUSB | ISHARES TR | $290.01万 | 0.04% | 62,787 | 11,097 | 21.5% | $51.26万 | 加仓 |
| CTVA | CORTEVA INC | $292.14万 | 0.04% | 34,899 | 2,372 | 7.3% | $19.86万 | 加仓 |
| ETR | ENTERGY CORP NEW | $294.99万 | 0.04% | 26,254 | -837 | -3.1% | -$9.40万 | 减仓 |
| CPRT | COPART INC | $295.21万 | 0.04% | 88,920 | 36,879 | 70.9% | $122.44万 | 加仓 |
| PGR | PROGRESSIVE CORP | $297.18万 | 0.04% | 14,991 | -1,363 | -8.3% | -$27.02万 | 减仓 |
| COWG | PACER FDS TR | $297.26万 | 0.04% | 88,107 | -1,236 | -1.4% | -$4.17万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $298.23万 | 0.04% | 148,742 | 11,342 | 8.3% | $22.74万 | 加仓 |
| APP | APPLOVIN CORP | $298.93万 | 0.04% | 7,511 | -1,513 | -16.8% | -$60.22万 | 减仓 |
| HLT | ILTON WORLDWIDE HLDGS INC | $300.07万 | 0.04% | 9,868 | 2,896 | 41.5% | $88.06万 | 加仓 |
| DHR | DANAHER CORPORATION | $300.12万 | 0.04% | 15,829 | -4,825 | -23.4% | -$91.48万 | 减仓 |
| IBHG | ISHARES TR | $300.91万 | 0.04% | 135,973 | 15,165 | 12.6% | $33.56万 | 加仓 |
| TREX | TREX INC | $302.78万 | 0.04% | 83,137 | -1,033 | -1.2% | -$3.76万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $303.02万 | 0.04% | 32,471 | -2,285 | -6.6% | -$21.32万 | 减仓 |
| SJM | SMUCKER J M CO | $303.21万 | 0.04% | 31,440 | 1,515 | 5.1% | $14.61万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $304.54万 | 0.04% | 16,899 | 2,317 | 15.9% | $41.75万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $305.77万 | 0.04% | 125,986 | -6,466 | -4.9% | -$15.69万 | 减仓 |
| XLY | ELECT SECTOR SPDR TR | $308.55万 | 0.04% | 28,312 | 1,833 | 6.9% | $19.98万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $311.44万 | 0.04% | 44,941 | 16,087 | 55.8% | $111.48万 | 加仓 |
| CCI | CROWN CASTLE INC | $314.69万 | 0.04% | 38,703 | 4,281 | 12.4% | $34.81万 | 加仓 |
| FLOT | ISHARES TR | $316.34万 | 0.04% | 62,089 | -3,678 | -5.6% | -$18.74万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $317.38万 | 0.04% | 82,609 | 41,833 | 102.6% | $160.72万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $319.00万 | 0.04% | 31,846 | 13,469 | 73.3% | $134.92万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $319.34万 | 0.04% | 95,696 | 12,642 | 15.2% | $42.19万 | 加仓 |
| SPTB | SPDR SERIES TRUST | $320.57万 | 0.04% | 105,920 | -7,568 | -6.7% | -$22.90万 | 减仓 |
| MSTR | STRATEGY INC | $320.95万 | 0.04% | 25,717 | 4,236 | 19.7% | $52.87万 | 加仓 |
| CIEN | CIENA CORP | $320.95万 | 0.04% | 8,267 | 2,082 | 33.7% | $80.83万 | 加仓 |
| TCAF | T ROWE PRICE ETF INC | $322.58万 | 0.04% | 90,637 | 3,223 | 3.7% | $11.47万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $325.47万 | 0.04% | 10,153 | 495 | 5.1% | $15.87万 | 加仓 |
| QQQI | NEOS ETF TRUST | $327.59万 | 0.04% | 65,926 | -174 | -0.3% | -$8,646 | 减仓 |
| FLRN | SPDR SERIES TRUST | $327.63万 | 0.04% | 106,443 | 1,641 | 1.6% | $5.05万 | 加仓 |
| XAR | SPDR SERIES TRUST | $327.78万 | 0.04% | 12,906 | -88 | -0.7% | -$2.23万 | 减仓 |
| IEF | ISHARES TR | $327.92万 | 0.04% | 34,359 | 2,397 | 7.5% | $22.88万 | 加仓 |
| FMDE | FIDELITY COVINGTON TRUST | $328.78万 | 0.04% | 91,431 | 16,325 | 21.7% | $58.70万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $336.47万 | 0.04% | 12,439 | -985 | -7.3% | -$26.64万 | 减仓 |
| ENB | ENBRIDGE INC | $336.55万 | 0.04% | 62,163 | -109 | -0.2% | -$5,901 | 减仓 |
| AFMC | FIRST TR EXCHNG TRADED FD VI | $338.34万 | 0.04% | 95,294 | -2,461 | -2.5% | -$8.74万 | 减仓 |
| BXP | BXP INC | $338.82万 | 0.04% | 65,283 | 14,276 | 28.0% | $74.09万 | 加仓 |
| NOBL | PROSHARES TR | $340.99万 | 0.04% | 32,165 | 56 | 0.2% | $5,937 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $344.68万 | 0.04% | 8,271 | -248 | -2.9% | -$10.34万 | 减仓 |
| AZN | ASTRAZENECA PLC | $345.62万 | 0.04% | 17,524 | 17,524 | — | $345.62万 | 新建仓 |
| MMM | 3M CO | $348.56万 | 0.04% | 24,001 | -4,959 | -17.1% | -$72.02万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GRP IN | $348.59万 | 0.04% | 43,062 | 567 | 1.3% | $4.59万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $352.59万 | 0.04% | 20,431 | -14,455 | -41.4% | -$249.46万 | 减仓 |
| MFC | MANULIFE FINL CORP | $352.63万 | 0.04% | 102,389 | 5,047 | 5.2% | $17.38万 | 加仓 |
| VFH | VANGUARD WORLD FD | $353.45万 | 0.04% | 29,257 | 1,909 | 7.0% | $23.06万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $354.03万 | 0.04% | 21,318 | 37 | 0.2% | $6,145 | 加仓 |
| ILDR | FIRST TR EXCHNG TRADED FD VI | $354.86万 | 0.04% | 119,160 | 119,160 | — | $354.86万 | 新建仓 |