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 |
|---|---|---|---|---|---|---|---|---|
| — | STARBOARD INVT TR | $1,006.67万 | 0.11% | 1,360,361 | 140,794 | 11.5% | $104.19万 | 加仓 |
| AOR | ISHARES TR | $1,000.25万 | 0.11% | 143,921 | -12,690 | -8.1% | -$88.20万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $999.82万 | 0.11% | 191,024 | 12,213 | 6.8% | $63.92万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $998.29万 | 0.11% | 128,094 | 10,982 | 9.4% | $85.59万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $997.78万 | 0.11% | 100,169 | 4,367 | 4.6% | $43.50万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $992.37万 | 0.11% | 205,971 | -105,074 | -33.8% | -$506.25万 | 减仓 |
| O | REALTY INCOME CORP | $988.65万 | 0.11% | 159,562 | 5,092 | 3.3% | $31.55万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $982.07万 | 0.11% | 77,585 | 5,129 | 7.1% | $64.92万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $967.38万 | 0.11% | 117,059 | -8,982 | -7.1% | -$74.23万 | 减仓 |
| DUSA | DAVIS FUNDAMENTAL ETF TR | $958.01万 | 0.11% | 170,526 | 990 | 0.6% | $5.56万 | 加仓 |
| IEI | ISHARES TR | $957.03万 | 0.11% | 81,484 | -280 | -0.3% | -$3.29万 | 减仓 |
| IWR | ISHARES TR | $954.52万 | 0.10% | 86,523 | -3,882 | -4.3% | -$42.83万 | 减仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $951.68万 | 0.10% | 186,586 | 2,180 | 1.2% | $11.12万 | 加仓 |
| AZO | AUTOZONE INC | $947.86万 | 0.10% | 2,966 | -34 | -1.1% | -$10.87万 | 减仓 |
| WELL | WELLTOWER INC | $936.96万 | 0.10% | 41,281 | -61 | -0.1% | -$1.38万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $930.39万 | 0.10% | 75,573 | -2,523 | -3.2% | -$31.06万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $928.54万 | 0.10% | 215,388 | 12,451 | 6.1% | $53.68万 | 加仓 |
| DIS | DISNEY WALT CO | $928.39万 | 0.10% | 96,456 | 5,394 | 5.9% | $51.92万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $916.79万 | 0.10% | 153,490 | 15,878 | 11.5% | $94.84万 | 加仓 |
| EFA | ISHARES TR | $913.64万 | 0.10% | 87,952 | 473 | 0.5% | $4.91万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $901.55万 | 0.10% | 57,049 | -3,405 | -5.6% | -$53.81万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $896.73万 | 0.10% | 116,914 | 1,823 | 1.6% | $13.98万 | 加仓 |
| DIVO | AMPLIFY ETF TR | $895.36万 | 0.10% | 195,920 | -1,537 | -0.8% | -$7.02万 | 减仓 |
| SYK | STRYKER CORPORATION | $876.94万 | 0.10% | 27,853 | 537 | 2.0% | $16.91万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD | $870.84万 | 0.10% | 220,466 | -37,488 | -14.5% | -$148.08万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $870.24万 | 0.10% | 151,030 | -19,213 | -11.3% | -$110.71万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $868.73万 | 0.10% | 15,496 | -292 | -1.8% | -$16.37万 | 减仓 |
| IWO | ISHARES TR | $868.36万 | 0.10% | 22,042 | -273 | -1.2% | -$10.76万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $867.39万 | 0.10% | 171,522 | 35,117 | 25.7% | $177.59万 | 加仓 |
| XMHQ | INVESCO EXCHANGE TRADED FD T | $856.99万 | 0.09% | 75,920 | 1,477 | 2.0% | $16.67万 | 加仓 |
| LOW | LOWES COS INC | $854.21万 | 0.09% | 38,741 | -759 | -1.9% | -$16.74万 | 减仓 |
| APH | AMPHENOL CORP | $849.14万 | 0.09% | 48,159 | 82 | 0.2% | $1.45万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $843.60万 | 0.09% | 43,995 | 21,121 | 92.3% | $404.99万 | 加仓 |
| TJX | TJX COS INC NEW | $838.78万 | 0.09% | 55,365 | 4,160 | 8.1% | $63.02万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $838.65万 | 0.09% | 98,099 | -83,113 | -45.9% | -$710.54万 | 减仓 |
| MGK | VANGUARD WORLD FD | $836.35万 | 0.09% | 95,137 | -7,688 | -7.5% | -$67.59万 | 减仓 |
| SUB | ISHARES TR | $835.78万 | 0.09% | 78,499 | 13,953 | 21.6% | $148.56万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $824.25万 | 0.09% | 121,967 | -18,542 | -13.2% | -$125.31万 | 减仓 |
| SPGI | S&P GLOBAL INC | $823.34万 | 0.09% | 20,217 | -2,695 | -11.8% | -$109.75万 | 减仓 |
| EDIV | SPDR INDEX SHS FDS | $810.12万 | 0.09% | 197,794 | 10,027 | 5.3% | $41.07万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $802.83万 | 0.09% | 44,377 | -4,635 | -9.5% | -$83.85万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $793.93万 | 0.09% | 216,920 | 21,971 | 11.3% | $80.41万 | 加仓 |
| MGV | VANGUARD WORLD FD | $785.93万 | 0.09% | 48,084 | 37,688 | 362.5% | $616.01万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $782.25万 | 0.09% | 95,003 | 14,455 | 17.9% | $119.02万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $780.03万 | 0.09% | 194,375 | 67,597 | 53.3% | $271.27万 | 加仓 |
| RWL | INVESCO EXCH TRADED FD TR II | $777.35万 | 0.09% | 60,845 | -4,426 | -6.8% | -$56.55万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $776.53万 | 0.09% | 56,760 | 514 | 0.9% | $7.03万 | 加仓 |
| LQD | ISHARES TR | $769.23万 | 0.08% | 70,526 | 94 | 0.1% | $1.03万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $767.64万 | 0.08% | 25,769 | 1,290 | 5.3% | $38.43万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $764.75万 | 0.08% | 15,254 | -552 | -3.5% | -$27.67万 | 减仓 |
| CLOI | VANECK ETF TRUST | $761.47万 | 0.08% | 143,809 | 41,000 | 39.9% | $217.10万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $759.62万 | 0.08% | 26,599 | 2,776 | 11.7% | $79.28万 | 加仓 |
| PLD | PROLOGIS INC. | $756.92万 | 0.08% | 55,873 | -1,614 | -2.8% | -$21.87万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $749.16万 | 0.08% | 139,743 | -7,721 | -5.2% | -$41.39万 | 减仓 |
| BX | BLACKSTONE INC | $749.04万 | 0.08% | 63,656 | -2,869 | -4.3% | -$33.76万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $741.97万 | 0.08% | 134,463 | 7,156 | 5.6% | $39.49万 | 加仓 |
| GOVT | ISHARES TR | $727.46万 | 0.08% | 319,340 | 39,388 | 14.1% | $89.73万 | 加仓 |
| SO | SOUTHERN CO | $726.05万 | 0.08% | 75,860 | -4,325 | -5.4% | -$41.39万 | 减仓 |
| PFE | PFIZER INC | $717.52万 | 0.08% | 297,975 | -3,901 | -1.3% | -$9.39万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $716.94万 | 0.08% | 26,363 | 3,618 | 15.9% | $98.39万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $713.59万 | 0.08% | 223,206 | -775 | -0.3% | -$2.48万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $709.78万 | 0.08% | 78,777 | -468 | -0.6% | -$4.22万 | 减仓 |
| T | AT&T INC | $702.18万 | 0.08% | 339,217 | -12,111 | -3.4% | -$25.07万 | 减仓 |
| C | CITIGROUP INC | $694.50万 | 0.08% | 49,621 | -474 | -0.9% | -$6.63万 | 减仓 |
| ANGL | VANECK ETF TRUST | $690.14万 | 0.08% | 236,026 | -89,009 | -27.4% | -$260.26万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $689.83万 | 0.08% | 273,525 | 117,525 | 75.3% | $296.40万 | 加仓 |
| FNX | FIRST TR EXCHANGE-TRADED ALP | $689.08万 | 0.08% | 47,086 | 472 | 1.0% | $6.91万 | 加仓 |
| FDMO | FIDELITY COVINGTON TRUST | $678.08万 | 0.07% | 68,792 | -2,188 | -3.1% | -$21.57万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $677.43万 | 0.07% | 20,233 | 6,046 | 42.6% | $202.43万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $676.89万 | 0.07% | 152,590 | 120,313 | 372.8% | $533.71万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $676.82万 | 0.07% | 108,971 | -2,677 | -2.4% | -$16.63万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $674.48万 | 0.07% | 10,560 | -1,879 | -15.1% | -$120.01万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $671.68万 | 0.07% | 17,896 | -153 | -0.8% | -$5.74万 | 减仓 |
| MDT | MEDTRONIC PLC | $664.01万 | 0.07% | 84,879 | -29,769 | -26.0% | -$232.88万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $662.79万 | 0.07% | 109,933 | -4,870 | -4.2% | -$29.36万 | 减仓 |
| OUSA | ALPS ETF TR | $660.93万 | 0.07% | 113,309 | 1,255 | 1.1% | $7.32万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $654.81万 | 0.07% | 26,595 | 1,534 | 6.1% | $37.77万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $653.55万 | 0.07% | 87,187 | -6,284 | -6.7% | -$47.10万 | 减仓 |
| DBEF | DBX ETF TR | $650.24万 | 0.07% | 119,025 | 4,449 | 3.9% | $24.30万 | 加仓 |
| AFL | AFLAC INC | $647.75万 | 0.07% | 55,245 | -3,018 | -5.2% | -$35.39万 | 减仓 |
| SNDK | SANDISK CORP | $645.74万 | 0.07% | 2,840 | 1,568 | 123.3% | $356.52万 | 加仓 |
| CRWV | COREWEAVE INC | $641.21万 | 0.07% | 64,417 | 16,358 | 34.0% | $162.83万 | 加仓 |
| VLO | VALERO ENERGY CORP | $641.04万 | 0.07% | 24,614 | -184 | -0.7% | -$4.79万 | 减仓 |
| CLS | CELESTICA INC | $640.99万 | 0.07% | 17,571 | 2,017 | 13.0% | $73.58万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $640.36万 | 0.07% | 58,337 | 20,554 | 54.4% | $225.62万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $640.33万 | 0.07% | 29,478 | -609 | -2.0% | -$13.23万 | 减仓 |
| SHY | ISHARES TR | $639.96万 | 0.07% | 77,940 | -3,819 | -4.7% | -$31.36万 | 减仓 |
| PAVE | GLOBAL X FDS | $637.24万 | 0.07% | 108,153 | 32,616 | 43.2% | $192.17万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $630.91万 | 0.07% | 123,587 | 23,384 | 23.3% | $119.38万 | 加仓 |
| DLN | WISDOMTREE TR | $629.21万 | 0.07% | 65,325 | -877 | -1.3% | -$8.45万 | 减仓 |
| AFLG | FIRST TR EXCHNG TRADED FD VI | $628.77万 | 0.07% | 144,812 | -6,615 | -4.4% | -$28.72万 | 减仓 |
| IHDG | WISDOMTREE TR | $626.91万 | 0.07% | 119,686 | -20,341 | -14.5% | -$106.55万 | 减仓 |
| FLUD | FRANKLIN TEMPLETON ETF TR | $625.68万 | 0.07% | 249,921 | 34,752 | 16.2% | $87.00万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $623.97万 | 0.07% | 84,997 | 3,925 | 4.8% | $28.81万 | 加仓 |
| FLQM | FRANKLIN TEMPLETON ETF TR | $621.27万 | 0.07% | 107,328 | -12,557 | -10.5% | -$72.69万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $617.87万 | 0.07% | 12,132 | 1,165 | 10.6% | $59.33万 | 加仓 |
| SDY | SPDR SERIES TRUST | $616.92万 | 0.07% | 40,539 | 3,307 | 8.9% | $50.33万 | 加仓 |
| ALL | ALLSTATE CORP | $609.89万 | 0.07% | 25,632 | 340 | 1.3% | $8.09万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $604.21万 | 0.07% | 26,980 | -2,861 | -9.6% | -$64.07万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $599.52万 | 0.07% | 377,529 | -4,122 | -1.1% | -$6.55万 | 减仓 |