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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK NEW YORK MELLON CORP | $928.03万 | 0.11% | 78,229 | 3,680 | 4.9% | $43.66万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $928.56万 | 0.11% | 178,811 | -18,572 | -9.4% | -$96.44万 | 减仓 |
| LOW | LOWES COS INC | $933.31万 | 0.12% | 39,500 | 1,986 | 5.3% | $46.93万 | 加仓 |
| ANGL | VANECK ETF TRUST | $933.50万 | 0.12% | 325,035 | 108,748 | 50.3% | $312.32万 | 加仓 |
| — | STARBOARD INVT TR | $936.63万 | 0.12% | 1,219,567 | 129,691 | 11.9% | $99.60万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $941.12万 | 0.12% | 184,406 | 9,834 | 5.6% | $50.19万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $943.69万 | 0.12% | 100,137 | 4,026 | 4.2% | $37.94万 | 加仓 |
| O | REALTY INCOME CORP | $945.05万 | 0.12% | 154,470 | 16,277 | 11.8% | $99.58万 | 加仓 |
| — | WISDOMTREE TR | $946.63万 | 0.12% | 217,816 | 217,816 | — | $946.63万 | 新建仓 |
| DUK | UKE ENERGY CORP NEW | $948.74万 | 0.12% | 72,456 | -420 | -0.6% | -$5.50万 | 减仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $954.52万 | 0.12% | 2,039,580 | 402,962 | 24.6% | $188.59万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $955.79万 | 0.12% | 385,554 | 7,575 | 2.0% | $18.78万 | 加仓 |
| MTUM | ISHARES TR | $966.19万 | 0.12% | 40,259 | 4,106 | 11.4% | $98.54万 | 加仓 |
| IEI | ISHARES TR | $969.73万 | 0.12% | 81,764 | 1,995 | 2.5% | $23.66万 | 加仓 |
| SPGI | S&P GLOBAL INC | $974.55万 | 0.12% | 22,912 | -2,136 | -8.5% | -$90.85万 | 减仓 |
| MDT | MEDTRONIC PLC | $993.42万 | 0.12% | 114,648 | 1,430 | 1.3% | $12.39万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $995.71万 | 0.12% | 45,832 | -2,522 | -5.2% | -$54.79万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $1,003.41万 | 0.12% | 126,041 | -7,794 | -5.8% | -$62.05万 | 减仓 |
| — | HONEYWELL INTL INC | $1,006.57万 | 0.12% | 44,533 | -1,666 | -3.6% | -$37.66万 | 减仓 |
| AOR | ISHARES TR | $1,007.79万 | 0.12% | 156,611 | 15,959 | 11.3% | $102.70万 | 加仓 |
| SMH | VANECK ETF TRUST | $1,011.90万 | 0.12% | 26,393 | 2,771 | 11.7% | $106.24万 | 加仓 |
| BLK | BLACKROCK INC | $1,012.87万 | 0.12% | 10,532 | -949 | -8.3% | -$91.27万 | 减仓 |
| AZO | AUTOZONE INC | $1,013.27万 | 0.12% | 3,000 | 87 | 3.0% | $29.38万 | 加仓 |
| T | AT&T INC | $1,018.50万 | 0.13% | 351,328 | -20,523 | -5.5% | -$59.50万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,025.09万 | 0.13% | 92,534 | 18,796 | 25.5% | $208.22万 | 加仓 |
| SOXX | ISHARES TR | $1,031.63万 | 0.13% | 31,389 | -228 | -0.7% | -$7.49万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,032.52万 | 0.13% | 170,243 | 6,446 | 3.9% | $39.09万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1,035.21万 | 0.13% | 79,054 | 1,615 | 2.1% | $21.15万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,039.14万 | 0.13% | 2,468 | -29 | -1.2% | -$12.21万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,040.96万 | 0.13% | 259,333 | 4,997 | 2.0% | $20.06万 | 加仓 |
| IUSG | ISHARES TR | $1,058.23万 | 0.13% | 68,225 | 3,016 | 4.6% | $46.78万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,074.47万 | 0.13% | 350,220 | -12,820 | -3.5% | -$39.33万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,097.45万 | 0.14% | 57,183 | 6,630 | 13.1% | $127.24万 | 加仓 |
| PSFF | PACER FDS TR | $1,100.10万 | 0.14% | 343,304 | 42,984 | 14.3% | $137.74万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,101.57万 | 0.14% | 33,798 | -554 | -1.6% | -$18.06万 | 减仓 |
| GLW | CORNING INC | $1,103.16万 | 0.14% | 81,133 | -3,585 | -4.2% | -$48.75万 | 减仓 |
| AGGY | WISDOMTREE TR | $1,121.19万 | 0.14% | 258,041 | 23,485 | 10.0% | $102.04万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $1,122.78万 | 0.14% | 549,764 | 426,949 | 347.6% | $871.96万 | 加仓 |
| ITOT | ISHARES TR | $1,122.83万 | 0.14% | 78,834 | -12,475 | -13.7% | -$177.68万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,140.83万 | 0.14% | 428,723 | 24,786 | 6.1% | $65.96万 | 加仓 |
| GRNJ | TIDAL TRUST III | $1,142.67万 | 0.14% | 456,886 | 128,320 | 39.1% | $320.93万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,144.71万 | 0.14% | 86,133 | -18 | -0.0% | -$2,392 | 减仓 |
| BUFD | FIRST TR EXCHNG TRADED FD VI | $1,144.72万 | 0.14% | 408,830 | -143,961 | -26.0% | -$403.09万 | 减仓 |
| LIN | LINDE PLC | $1,146.39万 | 0.14% | 23,124 | 526 | 2.3% | $26.08万 | 加仓 |
| JEPQ | P MORGAN EXCHANGE TRADED F | $1,152.75万 | 0.14% | 207,627 | -5,490 | -2.6% | -$30.48万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,163.76万 | 0.14% | 487,539 | 79,386 | 19.5% | $189.49万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $1,171.04万 | 0.14% | 659,740 | 33,527 | 5.4% | $59.51万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $1,179.40万 | 0.15% | 600,970 | 167,503 | 38.6% | $328.72万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $1,179.97万 | 0.15% | 299,257 | -2,744 | -0.9% | -$10.82万 | 减仓 |
| IWS | ISHARES TR | $1,189.32万 | 0.15% | 81,606 | 2,066 | 2.6% | $30.11万 | 加仓 |
| BA | BOEING CO | $1,190.18万 | 0.15% | 59,799 | 1,402 | 2.4% | $27.90万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,210.24万 | 0.15% | 62,339 | 4,187 | 7.2% | $81.29万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1,214.62万 | 0.15% | 243,460 | 23,853 | 10.9% | $119.00万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $1,222.11万 | 0.15% | 450,132 | 19,709 | 4.6% | $53.51万 | 加仓 |
| UBER | BER TECHNOLOGIES INC | $1,226.95万 | 0.15% | 170,576 | 12,186 | 7.7% | $87.65万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,228.29万 | 0.15% | 78,096 | 3,565 | 4.8% | $56.07万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $1,237.74万 | 0.15% | 633,761 | 66,939 | 11.8% | $130.73万 | 加仓 |
| MO | ALTRIA GROUP INC | $1,247.78万 | 0.15% | 189,087 | 22,778 | 13.7% | $150.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $1,253.90万 | 0.15% | 159,916 | 1,317 | 0.8% | $10.33万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD | $1,257.01万 | 0.15% | 257,954 | -11,994 | -4.4% | -$58.45万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,258.89万 | 0.16% | 122,615 | 7,961 | 6.9% | $81.74万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,275.68万 | 0.16% | 36,960 | -1,154 | -3.0% | -$39.83万 | 减仓 |
| MUB | ISHARES TR | $1,283.54万 | 0.16% | 120,918 | 5,746 | 5.0% | $60.99万 | 加仓 |
| UNP | UNION PAC CORP | $1,290.06万 | 0.16% | 53,172 | 2,951 | 5.9% | $71.60万 | 加仓 |
| CRM | SALESFORCE INC | $1,306.89万 | 0.16% | 70,011 | 250 | 0.4% | $4.67万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,318.77万 | 0.16% | 44,128 | 2,085 | 5.0% | $62.31万 | 加仓 |
| GE | GE AEROSPACE | $1,356.08万 | 0.17% | 47,788 | 7,360 | 18.2% | $208.85万 | 加仓 |
| IJR | ISHARES TR | $1,364.61万 | 0.17% | 109,775 | 8,571 | 8.5% | $106.55万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,364.73万 | 0.17% | 294,122 | 125,210 | 74.1% | $580.97万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,366.18万 | 0.17% | 141,280 | -14,585 | -9.4% | -$141.04万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1,367.76万 | 0.17% | 218,213 | -4,041 | -1.8% | -$25.33万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,368.27万 | 0.17% | 111,441 | 6,408 | 6.1% | $78.68万 | 加仓 |
| ADI | ANALOG DEVICES INC | $1,380.49万 | 0.17% | 43,393 | -92 | -0.2% | -$2.93万 | 减仓 |
| DIA | TATE STR SPDR DOW JONES IND | $1,390.57万 | 0.17% | 30,022 | 319 | 1.1% | $14.78万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,397.32万 | 0.17% | 181,212 | 9,681 | 5.6% | $74.65万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $1,436.93万 | 0.18% | 546,985 | -9,336 | -1.7% | -$24.53万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $1,456.63万 | 0.18% | 141,242 | 6,643 | 4.9% | $68.51万 | 加仓 |
| IWM | ISHARES TR | $1,461.67万 | 0.18% | 58,938 | 5,439 | 10.2% | $134.89万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,462.84万 | 0.18% | 311,045 | -50,490 | -14.0% | -$237.45万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1,466.86万 | 0.18% | 91,496 | 1,718 | 1.9% | $27.54万 | 加仓 |
| ORCL | ORACLE CORP | $1,479.62万 | 0.18% | 100,579 | 7,765 | 8.4% | $114.23万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,532.66万 | 0.19% | 83,170 | 1,538 | 1.9% | $28.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,533.30万 | 0.19% | 30,687 | -264 | -0.9% | -$13.19万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,535.28万 | 0.19% | 50,756 | 7,227 | 16.6% | $218.60万 | 加仓 |
| ASML | ASML HLDG NV | $1,549.04万 | 0.19% | 11,728 | -25 | -0.2% | -$3.30万 | 减仓 |
| GEV | GE VERNOVA INC | $1,556.09万 | 0.19% | 17,827 | 1,146 | 6.9% | $100.03万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,566.85万 | 0.19% | 119,588 | -3,905 | -3.2% | -$51.16万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,577.00万 | 0.19% | 17,615 | 290 | 1.7% | $25.96万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $1,586.87万 | 0.20% | 615,304 | 43,500 | 7.6% | $112.19万 | 加仓 |
| DGRO | ISHARES TR | $1,595.84万 | 0.20% | 227,393 | 12,404 | 5.8% | $87.05万 | 加仓 |
| EFG | ISHARES TR | $1,613.31万 | 0.20% | 144,860 | 6,755 | 4.9% | $75.23万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,627.68万 | 0.20% | 417,569 | 38,871 | 10.3% | $151.52万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $1,657.70万 | 0.20% | 481,750 | 1,878 | 0.4% | $6.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,681.14万 | 0.21% | 64,185 | -399 | -0.6% | -$10.45万 | 减仓 |
| IWX | ISHARES TR | $1,691.91万 | 0.21% | 182,574 | 735 | 0.4% | $6.81万 | 加仓 |
| DIVI | RANKLIN TEMPLETON ETF TR | $1,693.32万 | 0.21% | 425,349 | -8,127 | -1.9% | -$32.35万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,693.34万 | 0.21% | 24,270 | 1,497 | 6.6% | $104.45万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,706.19万 | 0.21% | 193,534 | -16,060 | -7.7% | -$141.58万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,712.49万 | 0.21% | 318,485 | 33,169 | 11.6% | $178.35万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,713.73万 | 0.21% | 79,686 | 5,257 | 7.1% | $113.06万 | 加仓 |