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 |
|---|---|---|---|---|---|---|---|---|
| FBIN | FORTUNE BRANDS INNOVATIONS I | $21.60万 | 0.00% | 5,543 | 1,201 | 27.7% | $4.68万 | 重新持有 |
| RITM | RITHM CAPITAL CORP | $21.61万 | 0.00% | 22,791 | 81 | 0.4% | $768 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $21.71万 | 0.00% | 2,521 | 2,521 | — | $21.71万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.73万 | 0.00% | 1,025 | -26 | -2.5% | -$5,511 | 减仓 |
| SLYG | SPDR SERIES TRUST | $21.76万 | 0.00% | 2,252 | -23 | -1.0% | -$2,223 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $21.80万 | 0.00% | 18,952 | -674 | -3.4% | -$7,751 | 减仓 |
| GATX | GATX CORP | $21.83万 | 0.00% | 1,278 | -71 | -5.3% | -$1.21万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $21.86万 | 0.00% | 3,173 | -166 | -5.0% | -$1.14万 | 减仓 |
| RDWR | RADWARE LTD | $21.87万 | 0.00% | 8,309 | -700 | -7.8% | -$1.84万 | 减仓 |
| RGR | STURM RUGER & CO INC | $21.95万 | 0.00% | 5,476 | -1,731 | -24.0% | -$6.94万 | 重新持有 |
| SIGI | SELECTIVE INS GROUP INC | $21.99万 | 0.00% | 2,917 | 3 | 0.1% | $226 | 加仓 |
| SCI | SERVICE CORP INTL | $22.01万 | 0.00% | 2,668 | -4 | -0.1% | -$330 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP | $22.07万 | 0.00% | 10,275 | -12,161 | -54.2% | -$26.12万 | 减仓 |
| WTPI | WISDOMTREE TR | $22.19万 | 0.00% | 6,953 | 6,953 | — | $22.19万 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $22.19万 | 0.00% | 54,936 | -581 | -1.0% | -$2,347 | 减仓 |
| IGLD | FIRST TR EXCHANGE-TRADED FD | $22.37万 | 0.00% | 8,764 | 8,764 | — | $22.37万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $22.38万 | 0.00% | 1,296 | 13 | 1.0% | $2,245 | 加仓 |
| ISCG | ISHARES TR | $22.39万 | 0.00% | 4,087 | 236 | 6.1% | $1.29万 | 加仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $22.40万 | 0.00% | 14,305 | -1,776 | -11.0% | -$2.78万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $22.42万 | 0.00% | 11,290 | 835 | 8.0% | $1.66万 | 加仓 |
| URBN | URBAN OUTFITTERS INC | $22.71万 | 0.00% | 3,585 | -2,676 | -42.7% | -$16.95万 | 减仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $22.85万 | 0.00% | 7,815 | 170 | 2.2% | $4,971 | 加仓 |
| PMT | PENNYMAC MTG INVT TR | $22.86万 | 0.00% | 19,601 | -863 | -4.2% | -$1.01万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $22.97万 | 0.00% | 2,140 | -599 | -21.9% | -$6.43万 | 减仓 |
| ETW | EATON VANCE TAX-MANAGED GLOB | $23.00万 | 0.00% | 26,190 | 158 | 0.6% | $1,387 | 加仓 |
| MLPX | GLOBAL X FDS | $23.06万 | 0.00% | 3,119 | -419 | -11.8% | -$3.10万 | 重新持有 |
| DHS | WISDOMTREE TR | $23.10万 | 0.00% | 2,115 | 0 | 0.0% | — | 不变 |
| UITB | VICTORY PORTFOLIOS II | $23.11万 | 0.00% | 4,915 | -14,286 | -74.4% | -$67.17万 | 减仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $23.13万 | 0.00% | 1,425 | 1,425 | — | $23.13万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $23.17万 | 0.00% | 14,417 | 14,417 | — | $23.17万 | 新建仓 |
| PGX | INVESCO EXCH TRADED FD TR II | $23.17万 | 0.00% | 21,295 | -117 | -0.5% | -$1,273 | 减仓 |
| TCAL | T ROWE PRICE ETF INC | $23.17万 | 0.00% | 10,367 | 10,367 | — | $23.17万 | 新建仓 |
| — | ETF SER SOLUTIONS | $23.22万 | 0.00% | 9,213 | 9,213 | — | $23.22万 | 新建仓 |
| SKYW | SKYWEST INC | $23.22万 | 0.00% | 2,529 | -3,791 | -60.0% | -$34.81万 | 减仓 |
| OIH | VANECK ETF TRUST | $23.31万 | 0.00% | 577 | 577 | — | $23.31万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $23.46万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $23.49万 | 0.00% | 318 | 318 | — | $23.49万 | 新建仓 |
| EIS | ISHARES INC | $23.50万 | 0.00% | 2,025 | 2,025 | — | $23.50万 | 新建仓 |
| — | FIRST TR EXCHANGE TRADED FD | $23.57万 | 0.00% | 6,107 | 6,107 | — | $23.57万 | 新建仓 |
| EWZ | ISHARES INC | $23.70万 | 0.00% | 5,707 | 5,707 | — | $23.70万 | 新建仓 |
| DVA | AVITA INC | $23.79万 | 0.00% | 1,548 | 20 | 1.3% | $3,074 | 重新持有 |
| HIMU | BLACKROCK ETF TRUST II | $23.85万 | 0.00% | 4,970 | 712 | 16.7% | $3.42万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $23.87万 | 0.00% | 3,095 | -183 | -5.6% | -$1.41万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $23.97万 | 0.00% | 833 | -34 | -3.9% | -$9,783 | 减仓 |
| JHMD | JOHN HANCOCK EXCHANGE TRADED | $23.98万 | 0.00% | 5,660 | 0 | 0.0% | — | 不变 |
| BWFG | BANKWELL FINL GROUP INC | $23.99万 | 0.00% | 4,944 | -14 | -0.3% | -$679 | 减仓 |
| GMAY | FIRST TR EXCHNG TRADED FD VI | $24.06万 | 0.00% | 5,860 | 0 | 0.0% | — | 不变 |
| SMMU | PIMCO ETF TR | $24.07万 | 0.00% | 4,770 | 8 | 0.2% | $404 | 加仓 |
| VOX | VANGUARD WORLD FD | $24.09万 | 0.00% | 1,339 | 91 | 7.3% | $1.64万 | 加仓 |
| UUUU | ENERGY FUELS INC | $24.09万 | 0.00% | 13,200 | -2,500 | -15.9% | -$4.56万 | 减仓 |
| IDA | IDACORP INC | $24.17万 | 0.00% | 1,691 | 1,691 | — | $24.17万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $24.21万 | 0.00% | 2,211 | -20 | -0.9% | -$2,190 | 减仓 |
| IYR | ISHARES TR | $24.31万 | 0.00% | 2,571 | -58 | -2.2% | -$5,484 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $24.36万 | 0.00% | 1,361 | 70 | 5.4% | $1.25万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $24.39万 | 0.00% | 5,084 | 5,084 | — | $24.39万 | 新建仓 |
| MOS | MOSAIC CO | $24.57万 | 0.00% | 9,634 | 9,634 | — | $24.57万 | 新建仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $24.57万 | 0.00% | 11,871 | 694 | 6.2% | $1.44万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $24.58万 | 0.00% | 3,601 | -366 | -9.2% | -$2.50万 | 减仓 |
| JNK | SPDR SERIES TRUST | $24.66万 | 0.00% | 2,576 | -1,106 | -30.0% | -$10.59万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $24.78万 | 0.00% | 3,005 | 144 | 5.0% | $1.19万 | 加仓 |
| NTNX | NUTANIX INC | $24.81万 | 0.00% | 6,527 | -38 | -0.6% | -$1,444 | 减仓 |
| XAODX | ABRDN TOTAL DYNAMIC DIVIDEND | $24.84万 | 0.00% | 26,969 | 6,875 | 34.2% | $6.33万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $24.89万 | 0.00% | 2,550 | -1,550 | -37.8% | -$15.13万 | 减仓 |
| NTRA | NATERA INC | $24.92万 | 0.00% | 1,246 | 63 | 5.3% | $1.26万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $24.95万 | 0.00% | 2,244 | 359 | 19.0% | $3.99万 | 加仓 |
| EFX | EQUIFAX INC | $24.98万 | 0.00% | 1,387 | -47 | -3.3% | -$8,465 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $24.98万 | 0.00% | 27,304 | 0 | 0.0% | — | 不变 |
| XFFCX | FLAHERTY & CRUMRINE PFD SECS | $25.02万 | 0.00% | 16,152 | 224 | 1.4% | $3,470 | 加仓 |
| AWR | AMER STATES WTR CO | $25.02万 | 0.00% | 3,309 | 17 | 0.5% | $1,285 | 加仓 |
| — | LISTED FDS TR | $25.10万 | 0.00% | 7,051 | 7,051 | — | $25.10万 | 新建仓 |
| LIT | GLOBAL X FDS | $25.15万 | 0.00% | 3,383 | 6 | 0.2% | $446 | 加仓 |
| FTV | FORTIVE CORP | $25.32万 | 0.00% | 4,581 | 19 | 0.4% | $1,050 | 重新持有 |
| HLI | HOULIHAN LOKEY INC | $25.36万 | 0.00% | 1,766 | -9 | -0.5% | -$1,292 | 减仓 |
| OKTA | OKTA INC | $25.37万 | 0.00% | 3,223 | -1,115 | -25.7% | -$8.78万 | 减仓 |
| XYL | XYLEM INC | $25.43万 | 0.00% | 2,128 | -166 | -7.2% | -$1.98万 | 减仓 |
| TOL | TOLL BROTHERS INC | $25.46万 | 0.00% | 1,865 | -101 | -5.1% | -$1.38万 | 减仓 |
| SMBK | SMARTFINANCIAL INC | $25.46万 | 0.00% | 6,515 | 13 | 0.2% | $508 | 加仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $25.49万 | 0.00% | 3,657 | -43 | -1.2% | -$2,997 | 减仓 |
| IQDG | WISDOMTREE TR | $25.51万 | 0.00% | 6,356 | -410 | -6.1% | -$1.65万 | 减仓 |
| BKDV | BNY MELLON ETF TRUST II | $25.53万 | 0.00% | 8,606 | 8,606 | — | $25.53万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $25.60万 | 0.00% | 723 | -220 | -23.3% | -$7.79万 | 减仓 |
| DIV | GLOBAL X FDS | $25.62万 | 0.00% | 13,557 | -7,024 | -34.1% | -$13.28万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $25.63万 | 0.00% | 15,087 | 184 | 1.2% | $3,126 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $25.70万 | 0.00% | 6,993 | -1,276 | -15.4% | -$4.69万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $25.87万 | 0.00% | 2,372 | 2,372 | — | $25.87万 | 新建仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $25.92万 | 0.00% | 5,615 | 98 | 1.8% | $4,524 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $25.94万 | 0.00% | 7,055 | 678 | 10.6% | $2.49万 | 加仓 |
| USFD | US FOODS HLDG CORP | $26.03万 | 0.00% | 2,823 | 2,823 | — | $26.03万 | 新建仓 |
| — | ISHARES TR | $26.12万 | 0.00% | 7,132 | 7,132 | — | $26.12万 | 新建仓 |
| UFPT | UFP TECHNOLOGIES INC | $26.14万 | 0.00% | 1,350 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $26.26万 | 0.00% | 8,605 | -42 | -0.5% | -$1,282 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $26.28万 | 0.00% | 5,736 | -1,813 | -24.0% | -$8.31万 | 减仓 |
| GJUL | FIRST TR EXCHNG TRADED FD VI | $26.38万 | 0.00% | 6,470 | 0 | 0.0% | — | 不变 |
| — | LIBERTY ALL-STAR GROWTH FD I | $26.40万 | 0.00% | 55,577 | 1,804 | 3.4% | $8,569 | 加仓 |
| GRAL | GRAIL INC | $26.42万 | 0.00% | 5,112 | -514 | -9.1% | -$2.66万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $26.43万 | 0.00% | 2,770 | 2,770 | — | $26.43万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $26.47万 | 0.00% | 8,063 | -499 | -5.8% | -$1.64万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $26.61万 | 0.00% | 1,858 | -62 | -3.2% | -$8,879 | 减仓 |
| CSHI | NEOS ETF TRUST | $26.61万 | 0.00% | 5,345 | 54 | 1.0% | $2,688 | 加仓 |
| — | NUSHARES ETF TR | $26.65万 | 0.00% | 7,702 | 7,702 | — | $26.65万 | 新建仓 |