13F 机构持仓

Kestra Advisory Services, LLC

AUSTIN TX · SEC CIK 0001830819

2026Q22026Q1 更早 9 个季度 🔒
$264.25亿2026Q1 申报市值
3,116持仓数
17.1%前十大占比 · 第一大 3.0%
92 / 1341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 3.0%
PH 2.0%
NVDA 2.0%
IVV 1.9%
QQQ 1.8%
MSFT 1.5%
SPY 1.4%
AMZN 1.3%
VOO 1.1%
VUG 1.0%

2026Q1 买入最多 按季末市值估算

AAPL 加仓+$8,287.08万
QQQ 加仓+$8,246.98万
SGOV 加仓+$5,414.02万
VTI 加仓+$5,379.82万
VISN 加仓+$5,345.70万

2026Q1 卖出最多 按季末市值估算

QUAL 减仓-$5,451.49万
BUFR 减仓-$2,412.60万
PH 减仓-$1,424.69万
JCPB 减仓-$1,157.57万
FTGS 减仓-$1,074.90万

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
STEW SRH TOTAL RETURN FUND INC $26.49万0.00%15,493 -3,067-16.5% -$5.24万 减仓
METC RAMACO RES INC $26.51万0.00%17,146 3,08321.9% $4.77万 加仓
NWN NORTHWEST NAT HLDG CO $26.55万0.00%4,989 -1,007-16.8% -$5.36万 减仓
RBC RBC BEARINGS INC $26.61万0.00%490 -17-3.4% -$9,233 减仓
— GLOBAL X FDS $26.64万0.00%10,267 4064.1% $1.05万 加仓
FLHY FRANKLIN TEMPLETON ETF TR $26.71万0.00%11,064 -2,471-18.3% -$5.96万 减仓
KCE SPDR SERIES TRUST $26.73万0.00%1,942 211.1% $2,890 加仓
FEMB FIRST TR EXCH TRADED FD III $26.73万0.00%9,301 4,956114.1% $14.24万 加仓
— SPDR INDEX SHS FDS $26.73万0.00%3,465 1875.7% $1.44万 加仓
— AIM ETF PRODUCTS TRUST $26.79万0.00%9,515 4,64595.4% $13.08万 加仓
GMAB GENMAB A/S $26.80万0.00%9,988 6,855218.8% $18.39万 加仓
EVMO MORGAN STANLEY ETF TRUST $26.81万0.00%5,328 1472.8% $7,397 加仓
WTM WHITE MTNS INS GROUP LTD $26.82万0.00%122 -49-28.7% -$10.77万 减仓
— INVESCO CALIF VALUE MUN INCO $26.83万0.00%25,704 22,230639.9% $23.21万 加仓
— OFS CREDIT COMPANY INC $26.84万0.00%92,856 10,00012.1% $2.89万 加仓
ABND AMERICAN CENTY ETF TR $26.93万0.00%6,156 -5,173-45.7% -$22.63万 减仓
DRS LEONARDO DRS INC $27.04万0.00%6,073 4,667331.9% $20.78万 加仓
BLDR BUILDERS FIRSTSOURCE INC $27.05万0.00%3,285 -586-15.1% -$4.82万 减仓
FLR FLUOR CORP $27.06万0.00%5,800 1,42932.7% $6.67万 加仓
HDB HDFC BANK LTD $27.06万0.00%10,878 -59-0.5% -$1,468 减仓
CYTK CYTOKINETICS INC $27.12万0.00%4,115 3,664812.4% $24.15万 加仓
HTZ HERTZ GLOBAL HLDGS INC $27.18万0.00%58,949 -597-1.0% -$2,752 减仓
— PGIM ROCK ETF TR $27.28万0.00%10,287 10,287— $27.28万 新建仓
CMDT PIMCO ETF TR $27.33万0.00%8,469 -31-0.4% -$1,000 减仓
JHSC JOHN HANCOCK EXCHANGE TRADED $27.34万0.00%6,375 88916.2% $3.81万 加仓
FFA FIRST TR ENHANCED EQUITY $27.42万0.00%13,440 3,08329.8% $6.29万 加仓
BSJS INVESCO EXCH TRD SLF IDX FD $27.57万0.00%12,713 6,941120.3% $15.05万 加仓
IDR IDAHO STRATEGIC RESOURCES $27.62万0.00%8,600 6,950421.2% $22.32万 加仓
CVNA CARVANA CO $27.63万0.00%879 -110-11.1% -$3.46万 减仓
BEP BROOKFIELD RENEWABLE ENERGY $27.65万0.00%8,472 1461.8% $4,766 加仓
— EA SERIES TRUST $27.69万0.00%7,882 00.0% — 不变
— FIRST TR EXCHANGE-TRADED FD $27.78万0.00%9,761 2,11827.7% $6.03万 加仓
FND FLOOR & DECOR HLDGS INC $27.79万0.00%5,470 -65-1.2% -$3,302 减仓
GRAL GRAIL INC $27.82万0.00%5,383 2,904117.1% $15.01万 加仓
BKIE BNY MELLON ETF TRUST $27.93万0.00%2,990 -32-1.1% -$2,990 减仓
DSU BLACKROCK DEBT STRATEGIES FD $27.99万0.00%29,190 1,1114.0% $1.07万 加仓
PI IMPINJ INC $28.04万0.00%2,730 44119.3% $4.53万 加仓
ONTO ONTO INNOVATION INC $28.05万0.00%1,368 644.9% $1.31万 加仓
HP HELMERICH & PAYNE INC $28.11万0.00%7,802 -608-7.2% -$2.19万 减仓
GTIP GOLDMAN SACHS ETF TR $28.13万0.00%5,698 5,698— $28.13万 新建仓
— NORTHERN LTS FD TR III $28.17万0.00%5,447 1803.4% $9,308 加仓
AVSU AMERICAN CENTY ETF TR $28.19万0.00%3,813 -3,945-50.9% -$29.16万 减仓
BBIN J P MORGAN EXCHANGE TRADED F $28.19万0.00%3,856 3,5741,267.4% $26.13万 加仓
EXP EAGLE MATLS INC $28.21万0.00%1,489 -146-8.9% -$2.77万 减仓
OSK OSHKOSH CORP $28.24万0.00%1,918 35522.7% $5.23万 加仓
— PGIM ETF TR $28.25万0.00%2,901 2,6491,051.2% $25.80万 加仓
NXP NUVEEN SELECT TAX-FREE INCOM $28.27万0.00%19,702 4,43529.0% $6.36万 加仓
KTF DWS MUN INCOME TR $28.28万0.00%31,079 28,3041,020.0% $25.76万 加仓
BCS BARCLAYS PLC $28.30万0.00%13,374 -3,104-18.8% -$6.57万 减仓
— FIRST TR EXCHNG TRADED FD VI $28.31万0.00%8,653 -3,277-27.5% -$10.72万 减仓
JPUS J P MORGAN EXCHANGE TRADED F $28.33万0.00%2,176 80.4% $1,041 加仓
SLM SLM CORP $28.33万0.00%13,231 -157-1.2% -$3,361 减仓
— INNOVATOR ETFS TRUST $28.40万0.00%8,455 -419-4.7% -$1.41万 减仓
— PROSHARES TR $28.46万0.00%5,520 00.0% — 不变
FAF FIRST AMERN FINL CORP $28.47万0.00%4,722 -3,456-42.3% -$20.84万 减仓
ONC BEONE MEDICINES LTD $28.51万0.00%960 -170-15.0% -$5.05万 减仓
UEC URANIUM ENERGY CORP $28.52万0.00%21,127 8,43966.5% $11.39万 加仓
GEN GEN DIGITAL INC $28.55万0.00%15,163 4012.7% $7,551 加仓
MSA MSA SAFETY INC $28.55万0.00%1,742 -168-8.8% -$2.75万 减仓
GCOR GOLDMAN SACHS ETF TR $28.58万0.00%6,917 3,40496.9% $14.07万 加仓
RRC RANGE RES CORP $28.60万0.00%6,330 75213.5% $3.40万 加仓
FMNB FARMERS NATIONAL BANC CORP $28.60万0.00%21,733 2461.1% $3,237 加仓
CWEN CLEARWAY ENERGY INC $28.68万0.00%7,299 3,17276.9% $12.46万 加仓
— ALPS ETF TR $28.69万0.00%7,030 -1,811-20.5% -$7.39万 减仓
QMOM EA SERIES TRUST $28.69万0.00%4,201 -7,951-65.4% -$54.31万 减仓
ADC AGREE RLTY CORP $28.70万0.00%3,808 -1,242-24.6% -$9.36万 减仓
— EA SERIES TRUST $28.71万0.00%3,987 -273-6.4% -$1.97万 减仓
— FIRST TR EXCHNG TRADED FD VI $28.76万0.00%8,330 1,53622.6% $5.30万 加仓
ELAN ELANCO ANIMAL HEALTH INC $28.77万0.00%12,022 4,60862.2% $11.03万 加仓
GATX GATX CORP $28.77万0.00%1,685 -515-23.4% -$8.79万 减仓
— PACER FDS TR $28.78万0.00%12,896 11,8461,128.2% $26.43万 加仓
BNS BANK NOVA SCOTIA B C $28.78万0.00%4,153 170.4% $1,178 加仓
— ROUNDHILL ETF TRUST $28.78万0.00%13,667 -31,929-70.0% -$67.24万 减仓
XNTK SPDR SERIES TRUST $28.81万0.00%1,128 100.9% $2,554 加仓
EWC ISHARES INC $28.81万0.00%5,258 80618.1% $4.42万 加仓
MICC MAGNUM ICE CREAM CO NV $28.84万0.00%19,292 -2,825-12.8% -$4.22万 减仓
FCNCA FIRST CTZNS BANCSHARES INC D $28.85万0.00%153 -81-34.6% -$15.27万 减仓
QQQ INVESCO QQQ TR 看跌期权 $28.86万0.00%500 -2,600-83.9% -$150.07万 减仓
BIO BIO RAD LABS INC $28.88万0.00%1,036 16719.2% $4.66万 加仓
BUYW NORTHERN LTS FD TR IV $28.91万0.00%20,535 -608-2.9% -$8,561 减仓
— FIDELITY COVINGTON TRUST $28.98万0.00%6,051 4,514293.7% $21.62万 加仓
NOK NOKIA CORP $29.05万0.00%36,129 4,06712.7% $3.27万 加仓
TMSL T ROWE PRICE ETF INC $29.06万0.00%7,923 1,63626.0% $6.00万 加仓
USLM UNITED STS LIME & MINERALS I $29.18万0.00%2,234 99980.9% $13.05万 加仓
AOK ISHARES TR $29.22万0.00%7,325 2,06839.3% $8.25万 加仓
AIT APPLIED INDL TECHNOLOGIES IN $29.23万0.00%1,102 -246-18.2% -$6.52万 减仓
PLTR PALANTIR TECHNOLOGIES INC 看涨期权 $29.26万0.00%2,000 -3,000-60.0% -$43.88万 减仓
JD JD.COM INC $29.35万0.00%9,924 -80,665-89.0% -$238.53万 减仓
— FIRST TR EXCHNG TRADED FD VI $29.40万0.00%25,261 14,985145.8% $17.44万 加仓
CMBS ISHARES TR $29.42万0.00%6,038 -4,464-42.5% -$21.75万 减仓
GAL SSGA ACTIVE ETF TR $29.47万0.00%5,953 -18-0.3% -$891 减仓
FR FIRST INDL RLTY TR INC $29.47万0.00%5,051 -1,028-16.9% -$6.00万 减仓
— INVESCO EXCHANGE TRADED FD T $29.48万0.00%5,085 -4,592-47.5% -$26.63万 减仓
— FIRST TR EXCHANGE-TRADED FD $29.49万0.00%3,021 -106-3.4% -$1.03万 减仓
AVK ADVENT CONV & INCOME FD $29.50万0.00%26,431 16,940178.5% $18.91万 加仓
VTS VITESSE ENERGY INC $29.55万0.00%16,270 -4,978-23.4% -$9.04万 减仓
MOS MOSAIC CO $29.59万0.00%11,606 2,64029.4% $6.73万 加仓
— FIRST TR EXCHNG TRADED FD VI $29.60万0.00%13,752 2,98927.8% $6.43万 加仓
CFO VICTORY PORTFOLIOS II $29.60万0.00%3,992 -219-5.2% -$1.62万 减仓
GTOQ INVESCO ACTIVELY MANAGED EXC $29.64万0.00%13,435 -4,457-24.9% -$9.83万 减仓