13F 机构持仓

Kestra Advisory Services, LLC

AUSTIN TX · SEC CIK 0001830819

2026Q22026Q1 更早 9 个季度 🔒
$309.95亿2026Q2 申报市值
3,259持仓数
16.5%前十大占比 · 第一大 2.8%
104 / 137新建仓 / 清仓
申报市值走势$309.95亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.8%
NVDA 2.0%
PH 1.9%
QQQ 1.9%
IVV 1.9%
MSFT 1.4%
SPY 1.3%
AMZN 1.2%
CGDV 1.1%
VOO 1.1%

2026Q2 买入最多 按季末市值估算

DGRO 加仓+$1.04亿
SPDW 加仓+$5,612.54万
CGDV 加仓+$5,409.21万
GOOG 加仓+$5,383.20万
CGGR 加仓+$4,704.70万

2026Q2 卖出最多 按季末市值估算

AAPL 减仓-$5,126.62万
MU 减仓-$2,743.39万
USFR 减仓-$2,591.89万
GLD 减仓-$2,271.10万
HON 减仓-$2,109.90万

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
CCL CARNIVAL CORP $00.00%0 -165,152-100.0% -$427.41万 清仓
— VANECK ETF TRUST $00.00%0 -193,839-100.0% -$414.89万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -8,623-100.0% -$295.23万 清仓
— COTERRA ENERGY INC $00.00%0 -79,193-100.0% -$278.28万 清仓
AEHR AEHR TEST SYS $00.00%0 -60,100-100.0% -$222.85万 清仓
— ISHARES TR $00.00%0 -220,392-100.0% -$202.10万 清仓
FCX FREEPORT MCMORAN INC 看涨期权 $00.00%0 -30,000-100.0% -$176.34万 清仓
CELC CELCUITY INC $00.00%0 -13,604-100.0% -$155.28万 清仓
MFSI MFS ACTIVE EXCHANGE TRADED F $00.00%0 -41,439-100.0% -$123.16万 清仓
HRB BLOCK H & R INC $00.00%0 -38,521-100.0% -$122.26万 清仓
— WISDOMTREE TR $00.00%0 -24,830-100.0% -$120.47万 清仓
TPB TURNING PT BRANDS INC $00.00%0 -12,329-100.0% -$107.01万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -26,425-100.0% -$101.64万 清仓
— PEAKSTONE REALTY TRUST $00.00%0 -46,387-100.0% -$96.90万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -20,704-100.0% -$93.90万 清仓
— TRUBRIDGE INC $00.00%0 -60,448-100.0% -$88.50万 清仓
APUE TRUST FOR PROFESSIONAL MANAG $00.00%0 -21,507-100.0% -$86.20万 清仓
PODD INSULET CORP $00.00%0 -3,915-100.0% -$82.14万 清仓
PL PLANET LABS PBC $00.00%0 -28,953-100.0% -$80.92万 清仓
PIT VANECK ETF TRUST $00.00%0 -11,161-100.0% -$80.77万 清仓
— WISDOMTREE TR $00.00%0 -16,104-100.0% -$80.68万 清仓
OTTR OTTER TAIL CORP $00.00%0 -9,001-100.0% -$79.00万 清仓
— MFS CHARTER INCOME TR $00.00%0 -128,467-100.0% -$77.85万 清仓
FJP FIRST TR EXCH TRD ALPHDX FD $00.00%0 -10,525-100.0% -$76.41万 清仓
— INVESCO EXCHANGE TRADED FD T $00.00%0 -15,154-100.0% -$74.19万 清仓
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $00.00%0 -5,000-100.0% -$73.14万 清仓
PDX PIMCO DYNAMIC INCOME STRATEG $00.00%0 -31,253-100.0% -$68.94万 清仓
— BELPOINTE PREP LLC $00.00%0 -10,539-100.0% -$56.07万 清仓
SOC SABLE OFFSHORE CORP $00.00%0 -33,521-100.0% -$55.38万 清仓
KGS KODIAK GAS SVCS INC $00.00%0 -9,206-100.0% -$53.69万 清仓
NOW SERVICENOW INC 看涨期权 $00.00%0 -5,000-100.0% -$52.27万 清仓
PXH INVESCO EXCH TRADED FD TR II $00.00%0 -18,938-100.0% -$50.96万 清仓
— UNITED STS GASOLINE FD LP $00.00%0 -4,853-100.0% -$50.15万 清仓
FBIZ FIRST BUSINESS FINL SVCS INC $00.00%0 -9,200-100.0% -$49.62万 清仓
APIE TRUST FOR PROFESSIONAL MANAG $00.00%0 -14,034-100.0% -$49.47万 清仓
IT GARTNER INC $00.00%0 -2,941-100.0% -$46.57万 清仓
ETD ETHAN ALLEN INTERIORS INC $00.00%0 -19,570-100.0% -$43.56万 清仓
— FIDELITY COVINGTON TRUST $00.00%0 -14,499-100.0% -$43.01万 清仓
JUST GOLDMAN SACHS ETF TR $00.00%0 -4,484-100.0% -$41.47万 清仓
DINT DAVIS FUNDAMENTAL ETF TR $00.00%0 -14,966-100.0% -$40.28万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -13,661-100.0% -$38.83万 清仓
BC BRUNSWICK CORP $00.00%0 -5,227-100.0% -$38.03万 清仓
BUSE FIRST BUSEY CORP $00.00%0 -14,769-100.0% -$37.32万 清仓
— WISDOMTREE TR $00.00%0 -10,944-100.0% -$35.86万 清仓
— LEGG MASON ETF INVT $00.00%0 -6,575-100.0% -$35.50万 清仓
BNDW VANGUARD SCOTTSDALE FDS $00.00%0 -5,039-100.0% -$34.44万 清仓
— INNOVATOR ETFS TRUST $00.00%0 -10,070-100.0% -$33.38万 清仓
PSIX POWER SOLUTIONS INTL INC $00.00%0 -5,399-100.0% -$32.87万 清仓
SPRY ARS PHARMACEUTICALS INC $00.00%0 -40,920-100.0% -$32.86万 清仓
BDYN BLACKROCK ETF TRUST $00.00%0 -13,353-100.0% -$32.46万 清仓
UNG UNITED STS NAT GAS FD LP 看涨期权 $00.00%0 -27,500-100.0% -$32.26万 清仓
MLPB UBS AG LONDON BRANCH $00.00%0 -11,080-100.0% -$32.17万 清仓
RTX RTX CORPORATION 看涨期权 $00.00%0 -1,600-100.0% -$30.86万 清仓
CARY ANGEL OAK FUNDS TRUST $00.00%0 -14,433-100.0% -$29.98万 清仓
SR SPIRE INC $00.00%0 -3,284-100.0% -$29.73万 清仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $00.00%0 -2,000-100.0% -$29.26万 清仓
— ROUNDHILL ETF TRUST $00.00%0 -13,667-100.0% -$28.78万 清仓
CWEN CLEARWAY ENERGY INC $00.00%0 -7,299-100.0% -$28.68万 清仓
BBIN J P MORGAN EXCHANGE TRADED F $00.00%0 -3,856-100.0% -$28.19万 清仓
GTIP GOLDMAN SACHS ETF TR $00.00%0 -5,698-100.0% -$28.13万 清仓
HP HELMERICH & PAYNE INC $00.00%0 -7,802-100.0% -$28.11万 清仓
CYTK CYTOKINETICS INC $00.00%0 -4,115-100.0% -$27.12万 清仓
DRS LEONARDO DRS INC $00.00%0 -6,073-100.0% -$27.04万 清仓
— VANECK ETHEREUM TR $00.00%0 -8,632-100.0% -$26.46万 清仓
— VOYA INFRASTRUCTURE INDLS & $00.00%0 -21,193-100.0% -$26.45万 清仓
GLOB GLOBANT S A $00.00%0 -5,565-100.0% -$25.66万 清仓
— ARK ETF TR $00.00%0 -12,358-100.0% -$25.25万 清仓
HAS HASBRO INC $00.00%0 -2,615-100.0% -$24.48万 清仓
PLAB PHOTRONICS INC $00.00%0 -6,026-100.0% -$24.35万 清仓
— PACER FDS TR $00.00%0 -6,597-100.0% -$24.24万 清仓
— TOPBUILD COR $00.00%0 -686-100.0% -$24.10万 清仓
— PGIM ROCK ETF TR $00.00%0 -8,075-100.0% -$24.00万 清仓
BA BOEING CO 看涨期权 $00.00%0 -1,200-100.0% -$23.88万 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -8,273-100.0% -$23.70万 清仓
PSK SPDR SERIES TRUST $00.00%0 -7,637-100.0% -$23.55万 清仓
MATX MATSON INC $00.00%0 -1,409-100.0% -$23.09万 清仓
AGI ALAMOS GOLD INC $00.00%0 -5,143-100.0% -$22.85万 清仓
JIG J P MORGAN EXCHANGE TRADED F $00.00%0 -3,066-100.0% -$22.76万 清仓
MEDP MEDPACE HLDGS INC $00.00%0 -474-100.0% -$22.76万 清仓
TLTD FLEXSHARES TR $00.00%0 -2,421-100.0% -$22.76万 清仓
ELE ELEMENTAL RTY CORP $00.00%0 -12,025-100.0% -$22.66万 清仓
LBRT LIBERTY ENERGY INC $00.00%0 -7,846-100.0% -$22.60万 清仓
CRK COMSTOCK RES INC $00.00%0 -10,682-100.0% -$22.52万 清仓
FMC FMC CORP $00.00%0 -13,046-100.0% -$22.46万 清仓
FICS FIRST TR EXCHANGE TRADED FD $00.00%0 -5,730-100.0% -$22.37万 清仓
— HOLOGIC INC $00.00%0 -2,959-100.0% -$22.36万 清仓
— CHART INDS INC $00.00%0 -1,063-100.0% -$21.98万 清仓
EMHY ISHARES INC $00.00%0 -5,580-100.0% -$21.98万 清仓
JGLO J P MORGAN EXCHANGE TRADED F $00.00%0 -3,364-100.0% -$21.96万 清仓
ISHG ISHARES TR $00.00%0 -2,959-100.0% -$21.95万 清仓
— PACER FDS TR $00.00%0 -11,545-100.0% -$21.91万 清仓
UTWO RBB FD INC $00.00%0 -4,500-100.0% -$21.73万 清仓
PSMO PACER FDS TR $00.00%0 -7,142-100.0% -$21.55万 清仓
— SIMPLIFY EXCHANGE TRADED FUN $00.00%0 -10,082-100.0% -$21.51万 清仓
AAP ADVANCE AUTO PARTS INC $00.00%0 -4,054-100.0% -$21.39万 清仓
INSM INSMED INC $00.00%0 -1,307-100.0% -$21.37万 清仓
— FIRST TR EXCH TRD ALPHDX FD $00.00%0 -6,809-100.0% -$21.34万 清仓
MOO VANECK ETF TRUST $00.00%0 -2,501-100.0% -$21.13万 清仓
CR CRANE COMPANY $00.00%0 -1,230-100.0% -$21.03万 清仓
UBND VICTORY PORTFOLIOS II $00.00%0 -9,500-100.0% -$20.69万 清仓