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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2.95亿 | 3.25% | 1,021,202 | -40,833 | -3.8% | -$1,181.54万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $2.91亿 | 3.20% | 1,455,599 | -20,293 | -1.4% | -$406.04万 | 减仓 |
| AMZN | AMAZON COM INC | $1.82亿 | 2.00% | 763,107 | -12,438 | -1.6% | -$296.45万 | 减仓 |
| GOOGL | ALPHABET INC | $1.56亿 | 1.71% | 436,038 | 350 | 0.1% | $12.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $1.46亿 | 1.60% | 390,062 | 2,421 | 0.6% | $90.31万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.27亿 | 1.40% | 172,540 | -6,321 | -3.5% | -$465.48万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1.07亿 | 1.17% | 325,397 | -20,432 | -5.9% | -$668.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $9,798.61万 | 1.08% | 84,889 | -7,059 | -7.7% | -$814.81万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $9,425.71万 | 1.04% | 432,511 | 10,003 | 2.4% | $218.00万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $9,035.69万 | 0.99% | 1,048,954 | 29,074 | 2.9% | $250.44万 | 加仓 |
| 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 |
| IVV | ISHARES TR | $8,619.52万 | 0.95% | 115,097 | -3,450 | -2.9% | -$258.37万 | 减仓 |
| AVGO | BROADCOM INC | $8,526.13万 | 0.94% | 225,708 | -5,622 | -2.4% | -$212.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $7,987.77万 | 0.88% | 159,631 | -14,708 | -8.4% | -$735.97万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $7,940.12万 | 0.87% | 115,609 | 8,512 | 7.9% | $584.61万 | 加仓 |
| GOOG | ALPHABET INC | $7,865.22万 | 0.86% | 222,603 | -11,277 | -4.8% | -$398.45万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $7,797.95万 | 0.86% | 961,997 | 26,381 | 2.8% | $213.84万 | 加仓 |
| TSLA | TESLA INC | $7,748.75万 | 0.85% | 184,231 | 6,275 | 3.5% | $263.93万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $7,339.96万 | 0.81% | 78,463 | -1,291 | -1.6% | -$120.77万 | 减仓 |
| 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 |
| META | META PLATFORMS INC | $6,767.41万 | 0.74% | 120,141 | 426 | 0.4% | $24.00万 | 加仓 |
| LLY | ELI LILLY & CO | $6,766.58万 | 0.74% | 56,415 | 2,109 | 3.9% | $252.96万 | 加仓 |
| V | VISA INC | $6,652.50万 | 0.73% | 193,900 | -4,262 | -2.2% | -$146.22万 | 减仓 |
| AGG | ISHARES TR | $6,084.53万 | 0.67% | 614,723 | -14,661 | -2.3% | -$145.11万 | 减仓 |
| IWF | ISHARES TR | $6,067.99万 | 0.67% | 488,684 | 15,700 | 3.3% | $194.95万 | 加仓 |
| IWD | ISHARES TR | $5,554.39万 | 0.61% | 229,113 | 9,253 | 4.2% | $224.32万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $4,975.39万 | 0.55% | 418,135 | -29,574 | -6.6% | -$351.90万 | 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 |
| WMT | WALMART INC | $4,590.99万 | 0.50% | 405,349 | -21,298 | -5.0% | -$241.22万 | 减仓 |
| ABBV | ABBVIE INC | $4,545.24万 | 0.50% | 180,625 | 3,439 | 1.9% | $86.54万 | 加仓 |
| IWY | ISHARES TR | $4,468.21万 | 0.49% | 153,748 | -3,009 | -1.9% | -$87.45万 | 减仓 |
| IEFA | ISHARES TR | $4,333.25万 | 0.48% | 448,670 | 4,056 | 0.9% | $39.17万 | 加仓 |
| CSCO | CISCO SYS INC | $4,203.82万 | 0.46% | 357,894 | 1,793 | 0.5% | $21.06万 | 加仓 |
| HD | HOME DEPOT INC | $4,123.71万 | 0.45% | 116,925 | -193 | -0.2% | -$6.81万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $4,094.97万 | 0.45% | 830,959 | 57,264 | 7.4% | $282.20万 | 加仓 |
| IVW | ISHARES TR | $4,053.81万 | 0.45% | 294,758 | 24,047 | 8.9% | $330.72万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $4,045.59万 | 0.44% | 567,803 | -2,524 | -0.4% | -$17.98万 | 减仓 |
| USFR | WISDOMTREE TR | $4,031.16万 | 0.44% | 800,627 | -10,274 | -1.3% | -$51.73万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $4,002.19万 | 0.44% | 52,444 | 1,321 | 2.6% | $100.81万 | 加仓 |
| RTX | RTX CORPORATION | $3,970.06万 | 0.44% | 209,248 | 294 | 0.1% | $5.58万 | 加仓 |
| CAT | CATERPILLAR INC | $3,942.60万 | 0.43% | 37,023 | -2,000 | -5.1% | -$212.98万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,887.40万 | 0.43% | 333,196 | -24,445 | -6.8% | -$285.20万 | 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 |
| DGRW | WISDOMTREE TR | $3,855.13万 | 0.42% | 403,172 | -7,838 | -1.9% | -$74.95万 | 减仓 |
| — | EXXON MOBIL CORP | $3,721.89万 | 0.41% | 272,227 | -2,446 | -0.9% | -$33.44万 | 减仓 |
| GLD | SPDR GOLD TR | $3,705.32万 | 0.41% | 100,584 | -3,932 | -3.8% | -$144.85万 | 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 |
| EVMO | MORGAN STANLEY ETF TRUST | $3,598.37万 | 0.40% | 719,818 | -9,508 | -1.3% | -$47.53万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,585.81万 | 0.39% | 287,416 | 12,493 | 4.5% | $155.86万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | $3,568.49万 | 0.39% | 74,722 | 1,740 | 2.4% | $83.10万 | 加仓 |
| 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 |
| CVX | CHEVRON CORP NEW | $3,484.42万 | 0.38% | 210,209 | -11,995 | -5.4% | -$198.83万 | 减仓 |
| MRK | MERCK & CO INC | $3,298.71万 | 0.36% | 256,709 | -3,436 | -1.3% | -$44.15万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3,288.26万 | 0.36% | 32,513 | -38 | -0.1% | -$3.84万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $3,252.71万 | 0.36% | 95,382 | 3,886 | 4.2% | $132.52万 | 加仓 |
| IJH | ISHARES TR | $3,217.49万 | 0.35% | 417,260 | 8,788 | 2.2% | $67.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $3,201.40万 | 0.35% | 126,054 | 2,567 | 2.1% | $65.19万 | 加仓 |
| IEMG | ISHARES INC | $3,189.91万 | 0.35% | 385,069 | -26,268 | -6.4% | -$217.60万 | 减仓 |
| MS | MORGAN STANLEY | $3,137.28万 | 0.34% | 150,080 | -1,310 | -0.9% | -$27.38万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $2,987.16万 | 0.33% | 656,664 | 74,894 | 12.9% | $340.69万 | 加仓 |
| AMGN | AMGEN INC | $2,874.95万 | 0.32% | 79,392 | 69 | 0.1% | $2.50万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $2,855.57万 | 0.31% | 77,169 | 6,041 | 8.5% | $223.54万 | 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 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,669.35万 | 0.29% | 318,728 | 81,965 | 34.6% | $686.46万 | 加仓 |
| IJT | ISHARES TR | $2,661.95万 | 0.29% | 149,045 | 2,780 | 1.9% | $49.65万 | 加仓 |
| IUSV | ISHARES TR | $2,615.15万 | 0.29% | 237,417 | -48,667 | -17.0% | -$536.07万 | 减仓 |
| PAAA | PGIM ETF TR | $2,574.06万 | 0.28% | 502,060 | 249 | 0.0% | $1.28万 | 加仓 |
| COWZ | PACER FDS TR | $2,549.93万 | 0.28% | 409,956 | -39,803 | -8.8% | -$247.57万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $2,536.93万 | 0.28% | 373,023 | -49,100 | -11.6% | -$333.93万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,509.46万 | 0.28% | 317,532 | 6,682 | 2.1% | $52.81万 | 加仓 |
| IJS | ISHARES TR | $2,489.30万 | 0.27% | 182,126 | 5,315 | 3.0% | $72.65万 | 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 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2,443.65万 | 0.27% | 86,898 | 984 | 1.1% | $27.67万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $2,443.25万 | 0.27% | 278,369 | -8,090 | -2.8% | -$71.01万 | 减仓 |
| IVE | ISHARES TR | $2,432.61万 | 0.27% | 107,135 | 6,032 | 6.0% | $136.96万 | 加仓 |
| GEV | GE VERNOVA INC | $2,423.85万 | 0.27% | 20,631 | 2,804 | 15.7% | $329.43万 | 加仓 |
| AGOX | STARBOARD INVT TR | $2,422.08万 | 0.27% | 698,812 | -207,936 | -22.9% | -$720.71万 | 减仓 |
| IWP | ISHARES TR | $2,395.31万 | 0.26% | 163,603 | 6,335 | 4.0% | $92.75万 | 加仓 |
| EFV | ISHARES TR | $2,388.02万 | 0.26% | 311,956 | 2,735 | 0.9% | $20.94万 | 加仓 |
| QUAL | ISHARES TR | $2,379.51万 | 0.26% | 108,440 | 8,022 | 8.0% | $176.03万 | 加仓 |
| QCOM | QUALCOMM INC | $2,375.19万 | 0.26% | 128,534 | -13,541 | -9.5% | -$250.22万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $2,370.85万 | 0.26% | 469,569 | -11,526 | -2.4% | -$58.19万 | 减仓 |
| TLT | ISHARES TR | $2,340.36万 | 0.26% | 270,812 | -15,376 | -5.4% | -$132.88万 | 减仓 |
| ASML | ASML HLDG NV | $2,307.33万 | 0.25% | 11,598 | -130 | -1.1% | -$25.86万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $2,301.18万 | 0.25% | 64,961 | 7,288 | 12.6% | $258.17万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,298.53万 | 0.25% | 192,313 | -1,847 | -1.0% | -$22.08万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $2,292.60万 | 0.25% | 179,376 | -5,472 | -3.0% | -$69.94万 | 减仓 |
| ETN | EATON CORP PLC | $2,261.79万 | 0.25% | 53,079 | 734 | 1.4% | $31.28万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $2,260.05万 | 0.25% | 44,362 | -1,654 | -3.6% | -$84.26万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2,251.92万 | 0.25% | 279,499 | -11,545 | -4.0% | -$93.02万 | 减仓 |
| NFLX | NETFLIX INC. | $2,226.74万 | 0.24% | 311,868 | -5,985 | -1.9% | -$42.73万 | 减仓 |
| BAC | BANK OF AMER CORP | $2,194.80万 | 0.24% | 385,188 | 6,800 | 1.8% | $38.75万 | 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 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $2,132.25万 | 0.23% | 237,312 | 19,099 | 8.8% | $171.60万 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $2,114.16万 | 0.23% | 144,174 | -5,923 | -3.9% | -$86.85万 | 减仓 |
| PEP | PEPSICO INC | $2,067.96万 | 0.23% | 152,730 | 1,113 | 0.7% | $15.07万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $2,059.82万 | 0.23% | 338,842 | -45,058 | -11.7% | -$273.91万 | 减仓 |
| INTC | INTEL CORP | $2,050.37万 | 0.23% | 146,843 | -36,739 | -20.0% | -$512.99万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $2,049.86万 | 0.23% | 540,006 | 58,256 | 12.1% | $221.14万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2,034.87万 | 0.22% | 51,169 | 167 | 0.3% | $6.64万 | 加仓 |