KESTRA PRIVATE WEALTH SERVICES, LLC
AUSTIN TX · SEC CIK 0001649451
$90.95亿2026Q2 申报市值
1,817持仓数
17.4%前十大占比 · 第一大 3.2%
165 / 123新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CGSD 加仓+$1,914.88万
DFAU 加仓+$976.12万
AVEM 加仓+$875.19万
VEU 加仓+$686.46万
MGV 加仓+$616.01万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$1,181.54万
AMD 减仓-$1,080.90万
OEF 减仓-$963.68万
MU 减仓-$814.81万
BRK/B 减仓-$735.97万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $1,571.51万 | 0.17% | 37,810 | 5,907 | 18.5% | $245.52万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1,588.53万 | 0.17% | 30,929 | 242 | 0.8% | $12.43万 | 加仓 |
| IJR | ISHARES TR | $1,590.32万 | 0.17% | 107,230 | -2,545 | -2.3% | -$37.74万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,598.17万 | 0.18% | 30,593 | 571 | 1.9% | $29.83万 | 加仓 |
| ORCL | ORACLE CORP | $1,601.17万 | 0.18% | 109,258 | 8,679 | 8.6% | $127.19万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $1,638.72万 | 0.18% | 82,931 | -239 | -0.3% | -$4.72万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $1,640.94万 | 0.18% | 86,130 | -3 | -0.0% | -$572 | 减仓 |
| EMR | EMERSON ELEC CO | $1,641.57万 | 0.18% | 114,675 | -4,913 | -4.1% | -$70.33万 | 减仓 |
| DIVI | FRANKLIN TEMPLETON ETF TR | $1,664.98万 | 0.18% | 389,743 | -35,606 | -8.4% | -$152.11万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,665.12万 | 0.18% | 352,779 | -120,368 | -25.4% | -$568.14万 | 减仓 |
| ADI | ANALOG DEVICES INC | $1,685.95万 | 0.19% | 42,449 | -944 | -2.2% | -$37.49万 | 减仓 |
| GRNY | TIDAL TRUST I | $1,697.79万 | 0.19% | 614,029 | 126,490 | 25.9% | $349.75万 | 加仓 |
| KLAC | KLA CORP | $1,711.89万 | 0.19% | 56,740 | -3,280 | -5.5% | -$98.96万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,724.05万 | 0.19% | 17,626 | 11 | 0.1% | $1.08万 | 加仓 |
| IWM | ISHARES TR | $1,742.82万 | 0.19% | 58,007 | -931 | -1.6% | -$27.97万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $1,752.25万 | 0.19% | 327,524 | 9,039 | 2.8% | $48.36万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $1,756.75万 | 0.19% | 352,904 | -52,871 | -13.0% | -$263.19万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1,767.99万 | 0.19% | 24,453 | -1,699 | -6.5% | -$122.84万 | 减仓 |
| MCD | MCDONALDS CORP | $1,775.71万 | 0.20% | 65,692 | -597 | -0.9% | -$16.14万 | 减仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $1,779.40万 | 0.20% | 162,472 | 21,230 | 15.0% | $232.51万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $1,798.11万 | 0.20% | 134,943 | 42,409 | 45.8% | $565.10万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,802.87万 | 0.20% | 18,683 | -4,474 | -19.3% | -$431.73万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1,825.32万 | 0.20% | 77,141 | -2,545 | -3.2% | -$60.22万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,826.80万 | 0.20% | 107,535 | -3,906 | -3.5% | -$66.36万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,839.27万 | 0.20% | 61,706 | -633 | -1.0% | -$18.87万 | 减仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $1,845.61万 | 0.20% | 660,799 | 113,814 | 20.8% | $317.88万 | 加仓 |
| EFG | ISHARES TR | $1,852.35万 | 0.20% | 148,879 | 4,019 | 2.8% | $50.00万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1,853.92万 | 0.20% | 54,809 | 4,053 | 8.0% | $137.09万 | 加仓 |
| RECS | COLUMBIA ETF TR I | $1,871.64万 | 0.21% | 432,449 | 14,880 | 3.6% | $64.40万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,872.90万 | 0.21% | 248,231 | -14,188 | -5.4% | -$107.05万 | 减仓 |
| SMH | VANECK ETF TRUST | $1,880.60万 | 0.21% | 28,672 | 2,279 | 8.6% | $149.48万 | 加仓 |
| GLW | CORNING INC | $1,902.67万 | 0.21% | 74,489 | -6,644 | -8.2% | -$169.71万 | 减仓 |
| GE | GE AEROSPACE | $1,906.27万 | 0.21% | 51,007 | 3,219 | 6.7% | $120.30万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $1,908.94万 | 0.21% | 374,669 | 80,547 | 27.4% | $410.39万 | 加仓 |
| IWX | ISHARES TR | $1,909.82万 | 0.21% | 181,611 | -963 | -0.5% | -$10.13万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,917.39万 | 0.21% | 63,255 | -930 | -1.4% | -$28.19万 | 减仓 |
| KO | COCA COLA CO | $1,937.41万 | 0.21% | 238,392 | -9,513 | -3.8% | -$77.31万 | 减仓 |
| SOXX | ISHARES TR | $1,959.37万 | 0.22% | 30,579 | -810 | -2.6% | -$51.90万 | 减仓 |
| PSX | PHILLIPS 66 | $1,962.75万 | 0.22% | 116,104 | -2,014 | -1.7% | -$34.05万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,995.08万 | 0.22% | 801,883 | -1,094 | -0.1% | -$2.72万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,034.87万 | 0.22% | 51,169 | 167 | 0.3% | $6.64万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,049.86万 | 0.23% | 540,006 | 58,256 | 12.1% | $221.14万 | 加仓 |
| INTC | INTEL CORP | $2,050.37万 | 0.23% | 146,843 | -36,739 | -20.0% | -$512.99万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,059.82万 | 0.23% | 338,842 | -45,058 | -11.7% | -$273.91万 | 减仓 |
| PEP | PEPSICO INC | $2,067.96万 | 0.23% | 152,730 | 1,113 | 0.7% | $15.07万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $2,114.16万 | 0.23% | 144,174 | -5,923 | -3.9% | -$86.85万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,132.25万 | 0.23% | 237,312 | 19,099 | 8.8% | $171.60万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $2,146.98万 | 0.24% | 493,559 | 93,844 | 23.5% | $408.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $2,194.80万 | 0.24% | 385,188 | 6,800 | 1.8% | $38.75万 | 加仓 |
| NFLX | NETFLIX INC. | $2,226.74万 | 0.24% | 311,868 | -5,985 | -1.9% | -$42.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,251.92万 | 0.25% | 279,499 | -11,545 | -4.0% | -$93.02万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $2,260.05万 | 0.25% | 44,362 | -1,654 | -3.6% | -$84.26万 | 减仓 |
| ETN | EATON CORP PLC | $2,261.79万 | 0.25% | 53,079 | 734 | 1.4% | $31.28万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,292.60万 | 0.25% | 179,376 | -5,472 | -3.0% | -$69.94万 | 减仓 |
| VGT | VANGUARD WORLD FD | $2,298.53万 | 0.25% | 192,313 | -1,847 | -1.0% | -$22.08万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,301.18万 | 0.25% | 64,961 | 7,288 | 12.6% | $258.17万 | 加仓 |
| ASML | ASML HLDG NV | $2,307.33万 | 0.25% | 11,598 | -130 | -1.1% | -$25.86万 | 减仓 |
| TLT | ISHARES TR | $2,340.36万 | 0.26% | 270,812 | -15,376 | -5.4% | -$132.88万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,370.85万 | 0.26% | 469,569 | -11,526 | -2.4% | -$58.19万 | 减仓 |
| QCOM | QUALCOMM INC | $2,375.19万 | 0.26% | 128,534 | -13,541 | -9.5% | -$250.22万 | 减仓 |
| QUAL | ISHARES TR | $2,379.51万 | 0.26% | 108,440 | 8,022 | 8.0% | $176.03万 | 加仓 |
| EFV | ISHARES TR | $2,388.02万 | 0.26% | 311,956 | 2,735 | 0.9% | $20.94万 | 加仓 |
| IWP | ISHARES TR | $2,395.31万 | 0.26% | 163,603 | 6,335 | 4.0% | $92.75万 | 加仓 |
| AGOX | STARBOARD INVT TR | $2,422.08万 | 0.27% | 698,812 | -207,936 | -22.9% | -$720.71万 | 减仓 |
| GEV | GE VERNOVA INC | $2,423.85万 | 0.27% | 20,631 | 2,804 | 15.7% | $329.43万 | 加仓 |
| IVE | ISHARES TR | $2,432.61万 | 0.27% | 107,135 | 6,032 | 6.0% | $136.96万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,443.25万 | 0.27% | 278,369 | -8,090 | -2.8% | -$71.01万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,443.65万 | 0.27% | 86,898 | 984 | 1.1% | $27.67万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,455.18万 | 0.27% | 411,322 | 30,644 | 8.0% | $182.91万 | 加仓 |
| IJS | ISHARES TR | $2,489.30万 | 0.27% | 182,126 | 5,315 | 3.0% | $72.65万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,509.46万 | 0.28% | 317,532 | 6,682 | 2.1% | $52.81万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,536.93万 | 0.28% | 373,023 | -49,100 | -11.6% | -$333.93万 | 减仓 |
| COWZ | PACER FDS TR | $2,549.93万 | 0.28% | 409,956 | -39,803 | -8.8% | -$247.57万 | 减仓 |
| PAAA | PGIM ETF TR | $2,574.06万 | 0.28% | 502,060 | 249 | 0.0% | $1.28万 | 加仓 |
| IUSV | ISHARES TR | $2,615.15万 | 0.29% | 237,417 | -48,667 | -17.0% | -$536.07万 | 减仓 |
| IJT | ISHARES TR | $2,661.95万 | 0.29% | 149,045 | 2,780 | 1.9% | $49.65万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,669.35万 | 0.29% | 318,728 | 81,965 | 34.6% | $686.46万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,713.70万 | 0.30% | 89,570 | -498 | -0.6% | -$15.09万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $2,855.57万 | 0.31% | 77,169 | 6,041 | 8.5% | $223.54万 | 加仓 |
| AMGN | AMGEN INC | $2,874.95万 | 0.32% | 79,392 | 69 | 0.1% | $2.50万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,987.16万 | 0.33% | 656,664 | 74,894 | 12.9% | $340.69万 | 加仓 |
| MS | MORGAN STANLEY | $3,137.28万 | 0.34% | 150,080 | -1,310 | -0.9% | -$27.38万 | 减仓 |
| IEMG | ISHARES INC | $3,189.91万 | 0.35% | 385,069 | -26,268 | -6.4% | -$217.60万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3,201.40万 | 0.35% | 126,054 | 2,567 | 2.1% | $65.19万 | 加仓 |
| IJH | ISHARES TR | $3,217.49万 | 0.35% | 417,260 | 8,788 | 2.2% | $67.76万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,252.71万 | 0.36% | 95,382 | 3,886 | 4.2% | $132.52万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,288.26万 | 0.36% | 32,513 | -38 | -0.1% | -$3.84万 | 减仓 |
| MRK | MERCK & CO INC | $3,298.71万 | 0.36% | 256,709 | -3,436 | -1.3% | -$44.15万 | 减仓 |
| CVX | CHEVRON CORP NEW | $3,484.42万 | 0.38% | 210,209 | -11,995 | -5.4% | -$198.83万 | 减仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $3,498.06万 | 0.38% | 1,359,525 | 744,221 | 121.0% | $1,914.88万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3,568.49万 | 0.39% | 74,722 | 1,740 | 2.4% | $83.10万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,585.81万 | 0.39% | 287,416 | 12,493 | 4.5% | $155.86万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $3,598.37万 | 0.40% | 719,818 | -9,508 | -1.3% | -$47.53万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,675.14万 | 0.40% | 650,697 | 5,985 | 0.9% | $33.80万 | 加仓 |
| GLD | SPDR GOLD TR | $3,705.32万 | 0.41% | 100,584 | -3,932 | -3.8% | -$144.85万 | 减仓 |
| — | EXXON MOBIL CORP | $3,721.89万 | 0.41% | 272,227 | -2,446 | -0.9% | -$33.44万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,855.13万 | 0.42% | 403,172 | -7,838 | -1.9% | -$74.95万 | 减仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3,856.27万 | 0.42% | 1,187,275 | 137,732 | 13.1% | $447.35万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,887.40万 | 0.43% | 333,196 | -24,445 | -6.8% | -$285.20万 | 减仓 |
| CAT | CATERPILLAR INC | $3,942.60万 | 0.43% | 37,023 | -2,000 | -5.1% | -$212.98万 | 减仓 |