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 |
|---|---|---|---|---|---|---|---|---|
| RTX | RTX CORPORATION | $3,970.06万 | 0.44% | 209,248 | 294 | 0.1% | $5.58万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,002.19万 | 0.44% | 52,444 | 1,321 | 2.6% | $100.81万 | 加仓 |
| USFR | WISDOMTREE TR | $4,031.16万 | 0.44% | 800,627 | -10,274 | -1.3% | -$51.73万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,045.59万 | 0.44% | 567,803 | -2,524 | -0.4% | -$17.98万 | 减仓 |
| IVW | ISHARES TR | $4,053.81万 | 0.45% | 294,758 | 24,047 | 8.9% | $330.72万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,094.97万 | 0.45% | 830,959 | 57,264 | 7.4% | $282.20万 | 加仓 |
| HD | HOME DEPOT INC | $4,123.71万 | 0.45% | 116,925 | -193 | -0.2% | -$6.81万 | 减仓 |
| CSCO | CISCO SYS INC | $4,203.82万 | 0.46% | 357,894 | 1,793 | 0.5% | $21.06万 | 加仓 |
| IEFA | ISHARES TR | $4,333.25万 | 0.48% | 448,670 | 4,056 | 0.9% | $39.17万 | 加仓 |
| IWY | ISHARES TR | $4,468.21万 | 0.49% | 153,748 | -3,009 | -1.9% | -$87.45万 | 减仓 |
| ABBV | ABBVIE INC | $4,545.24万 | 0.50% | 180,625 | 3,439 | 1.9% | $86.54万 | 加仓 |
| WMT | WALMART INC | $4,590.99万 | 0.50% | 405,349 | -21,298 | -5.0% | -$241.22万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,903.54万 | 0.54% | 84,411 | -18,607 | -18.1% | -$1,080.90万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,975.39万 | 0.55% | 418,135 | -29,574 | -6.6% | -$351.90万 | 减仓 |
| IWD | ISHARES TR | $5,554.39万 | 0.61% | 229,113 | 9,253 | 4.2% | $224.32万 | 加仓 |
| IWF | ISHARES TR | $6,067.99万 | 0.67% | 488,684 | 15,700 | 3.3% | $194.95万 | 加仓 |
| AGG | ISHARES TR | $6,084.53万 | 0.67% | 614,723 | -14,661 | -2.3% | -$145.11万 | 减仓 |
| V | VISA INC | $6,652.50万 | 0.73% | 193,900 | -4,262 | -2.2% | -$146.22万 | 减仓 |
| LLY | ELI LILLY & CO | $6,766.58万 | 0.74% | 56,415 | 2,109 | 3.9% | $252.96万 | 加仓 |
| META | META PLATFORMS INC | $6,767.41万 | 0.74% | 120,141 | 426 | 0.4% | $24.00万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $6,781.13万 | 0.75% | 1,856,317 | -145,237 | -7.3% | -$530.55万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,339.96万 | 0.81% | 78,463 | -1,291 | -1.6% | -$120.77万 | 减仓 |
| TSLA | TESLA INC | $7,748.75万 | 0.85% | 184,231 | 6,275 | 3.5% | $263.93万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $7,797.95万 | 0.86% | 961,997 | 26,381 | 2.8% | $213.84万 | 加仓 |
| GOOG | ALPHABET INC | $7,865.22万 | 0.86% | 222,603 | -11,277 | -4.8% | -$398.45万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,940.12万 | 0.87% | 115,609 | 8,512 | 7.9% | $584.61万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,987.77万 | 0.88% | 159,631 | -14,708 | -8.4% | -$735.97万 | 减仓 |
| AVGO | BROADCOM INC | $8,526.13万 | 0.94% | 225,708 | -5,622 | -2.4% | -$212.37万 | 减仓 |
| IVV | ISHARES TR | $8,619.52万 | 0.95% | 115,097 | -3,450 | -2.9% | -$258.37万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,935.99万 | 0.98% | 119,662 | -3,270 | -2.7% | -$244.19万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $9,035.69万 | 0.99% | 1,048,954 | 29,074 | 2.9% | $250.44万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $9,425.71万 | 1.04% | 432,511 | 10,003 | 2.4% | $218.00万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $9,798.61万 | 1.08% | 84,889 | -7,059 | -7.7% | -$814.81万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.07亿 | 1.17% | 325,397 | -20,432 | -5.9% | -$668.80万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.27亿 | 1.40% | 172,540 | -6,321 | -3.5% | -$465.48万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.46亿 | 1.60% | 390,062 | 2,421 | 0.6% | $90.31万 | 加仓 |
| GOOGL | ALPHABET INC | $1.56亿 | 1.71% | 436,038 | 350 | 0.1% | $12.51万 | 加仓 |
| AMZN | AMAZON COM INC | $1.82亿 | 2.00% | 763,107 | -12,438 | -1.6% | -$296.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.91亿 | 3.20% | 1,455,599 | -20,293 | -1.4% | -$406.04万 | 减仓 |
| AAPL | APPLE INC | $2.95亿 | 3.25% | 1,021,202 | -40,833 | -3.8% | -$1,181.54万 | 减仓 |