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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.70亿 | 3.32% | 1,062,035 | 18,207 | 1.7% | $462.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2.57亿 | 3.17% | 1,475,892 | -56,060 | -3.7% | -$977.69万 | 减仓 |
| AMZN | AMAZON COM INC | $1.62亿 | 1.99% | 775,545 | -8,147 | -1.0% | -$169.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $1.43亿 | 1.77% | 387,641 | 22,843 | 6.3% | $845.58万 | 加仓 |
| GOOGL | ALPHABET INC | $1.25亿 | 1.54% | 435,688 | -5,412 | -1.2% | -$155.63万 | 减仓 |
| QQQ | INVESCO QQQ TR | $1.03亿 | 1.27% | 178,861 | 8,709 | 5.1% | $502.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.02亿 | 1.25% | 345,829 | 30,205 | 9.6% | $888.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $8,354.31万 | 1.03% | 174,339 | -5,567 | -3.1% | -$266.77万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $8,289.60万 | 1.02% | 422,508 | 19,945 | 5.0% | $391.32万 | 加仓 |
| SPY | TATE STR SPDR S&P 500 ETF T | $7,994.79万 | 0.99% | 122,932 | 10,514 | 9.4% | $683.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,946.92万 | 0.98% | 79,754 | 5,020 | 6.7% | $500.21万 | 加仓 |
| IVV | ISHARES TR | $7,743.64万 | 0.95% | 118,547 | 12,714 | 12.0% | $830.49万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $7,424.55万 | 0.92% | 169,980 | 3,184 | 1.9% | $139.07万 | 加仓 |
| AVGO | BROADCOM INC | $7,159.90万 | 0.88% | 231,330 | 15,128 | 7.0% | $468.23万 | 加仓 |
| META | META PLATFORMS INC | $6,849.25万 | 0.84% | 119,715 | -9,280 | -7.2% | -$530.94万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $6,759.25万 | 0.83% | 2,001,554 | 32,781 | 1.7% | $110.70万 | 加仓 |
| GOOG | LPHABET INC | $6,709.09万 | 0.83% | 233,880 | -2,634 | -1.1% | -$75.56万 | 减仓 |
| TSLA | TESLA INC | $6,615.53万 | 0.82% | 177,956 | -368 | -0.2% | -$13.68万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $6,399.58万 | 0.79% | 107,097 | 4,075 | 4.0% | $243.50万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $6,388.39万 | 0.79% | 935,616 | 54,487 | 6.2% | $372.04万 | 加仓 |
| AGG | ISHARES TR | $6,247.89万 | 0.77% | 629,384 | 8,094 | 1.3% | $80.35万 | 加仓 |
| V | VISA INC | $5,989.26万 | 0.74% | 198,162 | 4,925 | 2.5% | $148.85万 | 加仓 |
| WMT | WALMART INC | $5,302.37万 | 0.65% | 426,647 | -13,299 | -3.0% | -$165.28万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,231.57万 | 0.64% | 357,641 | -1,256 | -0.3% | -$18.37万 | 减仓 |
| IWF | ISHARES TR | $5,041.99万 | 0.62% | 118,246 | 13,977 | 13.4% | $595.98万 | 加仓 |
| LLY | ELI LILLY & CO | $4,994.87万 | 0.62% | 54,306 | 2,781 | 5.4% | $255.79万 | 加仓 |
| IWD | ISHARES TR | $4,697.76万 | 0.58% | 219,860 | 30,237 | 15.9% | $646.07万 | 加仓 |
| — | EXXON MOBIL CORP | $4,660.10万 | 0.57% | 274,673 | -12,511 | -4.4% | -$212.26万 | 减仓 |
| CVX | CHEVRON CORP NEW | $4,597.41万 | 0.57% | 222,204 | 24,622 | 12.5% | $509.43万 | 加仓 |
| GLD | SPDR GOLD TR | $4,497.21万 | 0.55% | 104,516 | -2,350 | -2.2% | -$101.12万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $4,383.52万 | 0.54% | 447,709 | 46,918 | 11.7% | $459.37万 | 加仓 |
| USFR | WISDOMTREE TR | $4,082.08万 | 0.50% | 810,901 | -36,477 | -4.3% | -$183.63万 | 减仓 |
| RTX | RTX CORPORATION | $4,030.72万 | 0.50% | 208,954 | 3,944 | 1.9% | $76.08万 | 加仓 |
| IEFA | ISHARES TR | $4,025.09万 | 0.50% | 444,614 | 48,147 | 12.1% | $435.87万 | 加仓 |
| IWY | ISHARES TR | $3,900.75万 | 0.48% | 156,757 | -8,110 | -4.9% | -$201.81万 | 减仓 |
| ABBV | ABBVIE INC | $3,853.61万 | 0.48% | 177,186 | 5,266 | 3.1% | $114.53万 | 加仓 |
| HD | HOME DEPOT INC | $3,851.91万 | 0.47% | 117,118 | 647 | 0.6% | $21.28万 | 加仓 |
| EVMO | MORGAN STANLEY ETF TRUST | $3,669.97万 | 0.45% | 729,326 | 14,823 | 2.1% | $74.59万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,654.66万 | 0.45% | 570,327 | 17,692 | 3.2% | $113.37万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $3,654.23万 | 0.45% | 644,712 | -12,802 | -1.9% | -$72.56万 | 减仓 |
| DGRW | WISDOMTREE TR | $3,610.32万 | 0.45% | 411,010 | -2,361 | -0.6% | -$20.74万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,291.30万 | 0.41% | 773,695 | 35,765 | 4.8% | $152.14万 | 加仓 |
| MRK | MERCK & CO INC | $3,129.28万 | 0.39% | 260,145 | 3,743 | 1.5% | $45.02万 | 加仓 |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | $3,119.24万 | 0.38% | 1,049,543 | 44,086 | 4.4% | $131.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,106.39万 | 0.38% | 91,948 | -2,827 | -3.0% | -$95.51万 | 减仓 |
| IVW | ISHARES TR | $3,062.01万 | 0.38% | 270,711 | 20,171 | 8.1% | $228.15万 | 加仓 |
| NFLX | NETFLIX INC. | $3,056.16万 | 0.38% | 317,853 | 4,294 | 1.4% | $41.29万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,037.07万 | 0.37% | 274,923 | 181 | 0.1% | $2.00万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,018.52万 | 0.37% | 123,487 | 3,297 | 2.7% | $80.59万 | 加仓 |
| IUSV | ISHARES TR | $2,925.21万 | 0.36% | 286,084 | -54,785 | -16.1% | -$560.18万 | 减仓 |
| IEMG | ISHARES INC | $2,869.07万 | 0.35% | 411,337 | 5,410 | 1.3% | $37.73万 | 加仓 |
| COWZ | PACER FDS TR | $2,813.69万 | 0.35% | 449,759 | -53,937 | -10.7% | -$337.43万 | 减仓 |
| AMGN | AMGEN INC | $2,790.97万 | 0.34% | 79,323 | 6,063 | 8.3% | $213.33万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,781.16万 | 0.34% | 46,016 | -1,721 | -3.6% | -$104.02万 | 减仓 |
| CAT | CATERPILLAR INC | $2,764.60万 | 0.34% | 39,023 | -2,297 | -5.6% | -$162.73万 | 减仓 |
| CSCO | CISCO SYS INC | $2,762.98万 | 0.34% | 356,101 | 12,277 | 3.6% | $95.26万 | 加仓 |
| IJH | ISHARES TR | $2,758.41万 | 0.34% | 408,472 | 27,200 | 7.1% | $183.68万 | 加仓 |
| GS | OLDMAN SACHS GROUP INC | $2,753.78万 | 0.34% | 32,551 | -157 | -0.5% | -$13.28万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $2,660.63万 | 0.33% | 286,459 | 3,655 | 1.3% | $33.95万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,654.03万 | 0.33% | 581,770 | -30,922 | -5.0% | -$141.07万 | 减仓 |
| PAAA | PGIM ETF TR | $2,568.27万 | 0.32% | 501,811 | 80 | 0.0% | $4,094 | 加仓 |
| MS | MORGAN STANLEY | $2,491.43万 | 0.31% | 151,390 | -4,530 | -2.9% | -$74.55万 | 减仓 |
| TLT | ISHARES TR | $2,480.97万 | 0.31% | 286,188 | -2,706 | -0.9% | -$23.46万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $2,466.41万 | 0.30% | 72,982 | 8,927 | 13.9% | $301.69万 | 加仓 |
| VCSH | ANGUARD SCOTTSDALE FDS | $2,464.11万 | 0.30% | 310,850 | -251 | -0.1% | -$1.99万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,455.91万 | 0.30% | 422,123 | 3,046 | 0.7% | $17.72万 | 加仓 |
| JAAA | ANUS DETROIT STR TR | $2,423.27万 | 0.30% | 481,095 | -2,787 | -0.6% | -$14.04万 | 减仓 |
| AGOX | STARBOARD INVT TR | $2,413.76万 | 0.30% | 906,748 | -93,867 | -9.4% | -$249.87万 | 减仓 |
| GDX | VANECK ETF TRUST | $2,408.22万 | 0.30% | 262,419 | -9,816 | -3.6% | -$90.08万 | 减仓 |
| PEP | PEPSICO INC | $2,354.47万 | 0.29% | 151,617 | 5,477 | 3.7% | $85.05万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,351.13万 | 0.29% | 51,002 | 563 | 1.1% | $25.95万 | 加仓 |
| EFV | ISHARES TR | $2,299.06万 | 0.28% | 309,221 | 9,275 | 3.1% | $68.96万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,281.84万 | 0.28% | 71,128 | -5,606 | -7.3% | -$179.85万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $2,172.11万 | 0.27% | 383,900 | 77,122 | 25.1% | $436.36万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $2,168.00万 | 0.27% | 150,097 | -17,471 | -10.4% | -$252.35万 | 减仓 |
| PSX | PHILLIPS 66 | $2,151.87万 | 0.27% | 118,118 | 1,180 | 1.0% | $21.50万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $2,140.19万 | 0.26% | 90,068 | 6,698 | 8.0% | $159.16万 | 加仓 |
| IVE | ISHARES TR | $2,134.79万 | 0.26% | 101,103 | 4,903 | 5.1% | $103.53万 | 加仓 |
| IJT | ISHARES TR | $2,116.60万 | 0.26% | 146,265 | 7,875 | 5.7% | $113.96万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,095.69万 | 0.26% | 103,018 | 2,150 | 2.1% | $43.74万 | 加仓 |
| IJS | ISHARES TR | $2,094.33万 | 0.26% | 176,811 | 7,154 | 4.2% | $84.74万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2,089.56万 | 0.26% | 72,761 | 4,287 | 6.3% | $123.11万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,082.46万 | 0.26% | 85,914 | 3,741 | 4.6% | $90.68万 | 加仓 |
| MCD | MCDONALDS CORP | $2,060.19万 | 0.25% | 66,289 | -834 | -1.2% | -$25.92万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,057.57万 | 0.25% | 380,678 | 38,349 | 11.2% | $207.28万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,027.60万 | 0.25% | 184,848 | 11,133 | 6.4% | $122.12万 | 加仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $2,021.17万 | 0.25% | 405,775 | 29,361 | 7.8% | $146.25万 | 加仓 |
| IWP | ISHARES TR | $2,014.91万 | 0.25% | 157,268 | 9,429 | 6.4% | $120.80万 | 加仓 |
| SGOV | ISHARES TR | $2,006.40万 | 0.25% | 199,325 | 51,279 | 34.6% | $516.17万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,995.90万 | 0.25% | 51,123 | -4,142 | -7.5% | -$161.71万 | 减仓 |
| UCON | FIRST TR EXCHNG TRADED FD VI | $1,988.97万 | 0.25% | 802,977 | 87,767 | 12.3% | $217.40万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $1,979.47万 | 0.24% | 57,673 | 2,290 | 4.1% | $78.60万 | 加仓 |
| QUAL | ISHARES TR | $1,926.11万 | 0.24% | 100,418 | -7,746 | -7.2% | -$148.58万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $1,901.58万 | 0.23% | 473,147 | -722 | -0.2% | -$2.90万 | 减仓 |
| KO | COCA COLA CO | $1,885.32万 | 0.23% | 247,905 | 37,493 | 17.8% | $285.13万 | 加仓 |
| ETN | ATON CORP PLC | $1,872.21万 | 0.23% | 52,345 | 919 | 1.8% | $32.87万 | 加仓 |
| BAC | BANK AMERICA CORP | $1,844.64万 | 0.23% | 378,388 | 5,237 | 1.4% | $25.53万 | 加仓 |
| QCOM | QUALCOMM INC | $1,829.64万 | 0.23% | 142,075 | 296 | 0.2% | $3.81万 | 加仓 |
| OEF | ISHARES TR | $1,779.13万 | 0.22% | 55,935 | -6,639 | -10.6% | -$211.17万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,778.09万 | 0.22% | 236,763 | 90,058 | 61.4% | $676.34万 | 加仓 |