Kestra Advisory Services, LLC
AUSTIN TX · SEC CIK 0001830819
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| USAR | USA RARE EARTH INC | $33.25万 | 0.00% | 21,970 | -16,259 | -42.5% | -$24.61万 | 减仓 |
| IBHG | ISHARES TR | $33.28万 | 0.00% | 15,037 | 10,861 | 260.1% | $24.04万 | 加仓 |
| CART | MAPLEBEAR INC | $33.29万 | 0.00% | 8,888 | -327 | -3.5% | -$1.22万 | 减仓 |
| — | TIDAL TRUST III | $33.31万 | 0.00% | 6,889 | 5,191 | 305.7% | $25.10万 | 加仓 |
| RYN | RAYONIER INC | $33.33万 | 0.00% | 16,165 | 7,344 | 83.3% | $15.14万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $33.33万 | 0.00% | 7,031 | 1,430 | 25.5% | $6.78万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $33.38万 | 0.00% | 10,070 | 6,165 | 157.9% | $20.43万 | 加仓 |
| — | WISDOMTREE TR | $33.42万 | 0.00% | 6,149 | 1,376 | 28.8% | $7.48万 | 加仓 |
| — | PACER FDS TR | $33.43万 | 0.00% | 7,618 | -637 | -7.7% | -$2.80万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $33.44万 | 0.00% | 5,804 | -4,511 | -43.7% | -$25.99万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $33.45万 | 0.00% | 23,424 | 1,075 | 4.8% | $1.54万 | 加仓 |
| VIRT | VIRTU FINL INC | $33.52万 | 0.00% | 7,622 | -3,503 | -31.5% | -$15.41万 | 减仓 |
| — | SPDR SERIES TRUST | $33.60万 | 0.00% | 2,292 | -76 | -3.2% | -$1.11万 | 减仓 |
| EWG | ISHARES INC | $33.62万 | 0.00% | 8,475 | -595 | -6.6% | -$2.36万 | 减仓 |
| MRSK | NORTHERN LIGHTS FD TR | $33.65万 | 0.00% | 9,521 | 86 | 0.9% | $3,039 | 加仓 |
| BBLU | EA SERIES TRUST | $33.72万 | 0.00% | 22,842 | -104,392 | -82.0% | -$154.09万 | 减仓 |
| — | PGIM ROCK ETF TR | $33.92万 | 0.00% | 11,188 | 5,068 | 82.8% | $15.37万 | 加仓 |
| YNOT | HORIZON FDS | $34.03万 | 0.00% | 12,815 | 2,750 | 27.3% | $7.30万 | 加仓 |
| CLH | CLEAN HARBORS INC | $34.06万 | 0.00% | 1,188 | -338 | -22.1% | -$9.69万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $34.10万 | 0.00% | 17,945 | 700 | 4.1% | $1.33万 | 加仓 |
| KNTK | KINETIK HOLDINGS INC | $34.18万 | 0.00% | 7,061 | 6,151 | 675.9% | $29.78万 | 加仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $34.22万 | 0.00% | 70,273 | 2,452 | 3.6% | $1.19万 | 加仓 |
| PEBO | PEOPLES BANCORP INC | $34.26万 | 0.00% | 10,424 | 67 | 0.6% | $2,202 | 加仓 |
| GLP | GLOBAL PARTNERS LP | $34.30万 | 0.00% | 8,147 | 2,602 | 46.9% | $10.95万 | 加仓 |
| VAL | VALARIS LTD | $34.35万 | 0.00% | 3,504 | -1,632 | -31.8% | -$16.00万 | 减仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $34.39万 | 0.00% | 18,710 | -12,160 | -39.4% | -$22.35万 | 减仓 |
| SYLD | CAMBRIA ETF TR | $34.41万 | 0.00% | 4,562 | -1,329 | -22.6% | -$10.02万 | 减仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $34.44万 | 0.00% | 5,039 | 4,710 | 1,431.6% | $32.19万 | 加仓 |
| IMVT | IMMUNOVANT INC | $34.56万 | 0.00% | 13,915 | 4,936 | 55.0% | $12.26万 | 加仓 |
| — | GLOBAL X FDS | $34.58万 | 0.00% | 4,086 | 2,732 | 201.8% | $23.12万 | 加仓 |
| SGMT | SAGIMET BIOSCIENCES INC | $34.70万 | 0.00% | 66,414 | 400 | 0.6% | $2,090 | 加仓 |
| PII | POLARIS INC | $34.72万 | 0.00% | 6,371 | 1,131 | 21.6% | $6.16万 | 加仓 |
| — | PGIM ROCK ETF TR | $34.72万 | 0.00% | 11,720 | 0 | 0.0% | — | 不变 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $34.79万 | 0.00% | 5,992 | 832 | 16.1% | $4.83万 | 加仓 |
| — | FLEXSHARES TR | $34.89万 | 0.00% | 9,204 | 257 | 2.9% | $9,744 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $34.95万 | 0.00% | 5,697 | -618 | -9.8% | -$3.79万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $35.18万 | 0.00% | 5,875 | -1,268 | -17.8% | -$7.59万 | 减仓 |
| — | TIDAL TRUST III | $35.19万 | 0.00% | 18,950 | 15,950 | 531.7% | $29.62万 | 加仓 |
| SEZL | SEZZLE INC | $35.20万 | 0.00% | 5,561 | 381 | 7.4% | $2.41万 | 加仓 |
| — | EATON VANCE MUN INCOME TERM | $35.22万 | 0.00% | 19,184 | 10,909 | 131.8% | $20.03万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $35.23万 | 0.00% | 3,199 | -325 | -9.2% | -$3.58万 | 减仓 |
| FNDB | SCHWAB STRATEGIC TR | $35.27万 | 0.00% | 12,966 | 543 | 4.4% | $1.48万 | 加仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $35.30万 | 0.00% | 13,963 | 2,171 | 18.4% | $5.49万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.39万 | 0.00% | 10,319 | -7,536 | -42.2% | -$25.85万 | 减仓 |
| FOUR | SHIFT4 PMTS INC | $35.43万 | 0.00% | 8,103 | -174 | -2.1% | -$7,609 | 减仓 |
| GVA | GRANITE CONSTR INC | $35.49万 | 0.00% | 2,960 | -589 | -16.6% | -$7.06万 | 减仓 |
| — | LEGG MASON ETF INVT | $35.50万 | 0.00% | 6,575 | 6,575 | — | $35.50万 | 新建仓 |
| JVAL | J P MORGAN EXCHANGE TRADED F | $35.50万 | 0.00% | 7,266 | 1,752 | 31.8% | $8.56万 | 加仓 |
| AVA | AVISTA CORP | $35.51万 | 0.00% | 8,846 | -6,951 | -44.0% | -$27.90万 | 减仓 |
| ECOW | PACER FDS TR | $35.53万 | 0.00% | 13,321 | 5,574 | 72.0% | $14.87万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $35.53万 | 0.00% | 5,428 | -539 | -9.0% | -$3.53万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $35.60万 | 0.00% | 76,894 | 6,637 | 9.4% | $3.07万 | 加仓 |
| FSLY | FASTLY INC | $35.65万 | 0.00% | 12,266 | 296 | 2.5% | $8,602 | 加仓 |
| OVV | OVINTIV INC | $35.68万 | 0.00% | 6,010 | -303 | -4.8% | -$1.80万 | 减仓 |
| — | BLACKSTONE LONG SHORT CR INC | $35.68万 | 0.00% | 32,738 | 1,400 | 4.5% | $1.53万 | 加仓 |
| DGT | SPDR SERIES TRUST | $35.76万 | 0.00% | 2,109 | 627 | 42.3% | $10.63万 | 加仓 |
| VFMF | VANGUARD WELLINGTON FD | $35.83万 | 0.00% | 2,311 | 83 | 3.7% | $1.29万 | 加仓 |
| — | WISDOMTREE TR | $35.86万 | 0.00% | 10,944 | 10,944 | — | $35.86万 | 新建仓 |
| ECAT | BLACKROCK ESG CAP ALLC TERM | $35.88万 | 0.00% | 26,420 | 26,420 | — | $35.88万 | 新建仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $35.93万 | 0.00% | 33,451 | 24,594 | 277.7% | $26.41万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $35.97万 | 0.00% | 27,946 | 24,688 | 757.8% | $31.77万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $36.13万 | 0.00% | 4,657 | 3,841 | 470.7% | $29.80万 | 加仓 |
| — | EA SERIES TRUST | $36.18万 | 0.00% | 9,083 | 4,321 | 90.7% | $17.21万 | 加仓 |
| — | FORTRESS BIOTECH INC | $36.21万 | 0.00% | 129,801 | -45,875 | -26.1% | -$12.80万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $36.34万 | 0.00% | 3,864 | 1,204 | 45.3% | $11.32万 | 加仓 |
| SMDV | PROSHARES TR | $36.35万 | 0.00% | 5,284 | 2,467 | 87.6% | $16.97万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $36.40万 | 0.00% | 1,929 | -436 | -18.4% | -$8.23万 | 减仓 |
| AXTI | AXT INC | $36.51万 | 0.00% | 6,408 | 408 | 6.8% | $2.32万 | 加仓 |
| HUBS | HUBSPOT INC | $36.57万 | 0.00% | 1,498 | 257 | 20.7% | $6.27万 | 加仓 |
| CAKE | CHEESECAKE FACTORY INC | $36.84万 | 0.00% | 6,728 | -847 | -11.2% | -$4.64万 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $36.85万 | 0.00% | 21,715 | -26,863 | -55.3% | -$45.59万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $36.95万 | 0.00% | 2,599 | -1,759 | -40.4% | -$25.01万 | 减仓 |
| KDP | KEURIG DR PEPPER INC | $36.98万 | 0.00% | 14,045 | -1,689 | -10.7% | -$4.45万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $37.00万 | 0.00% | 42,189 | 1,150 | 2.8% | $1.01万 | 加仓 |
| VNO | VORNADO RLTY TR | $37.25万 | 0.00% | 14,332 | 1,514 | 11.8% | $3.93万 | 加仓 |
| MARA | MARA HOLDINGS INC | $37.26万 | 0.00% | 45,662 | 14,855 | 48.2% | $12.12万 | 加仓 |
| HEGD | LISTED FDS TR | $37.29万 | 0.00% | 15,096 | -82 | -0.5% | -$2,025 | 减仓 |
| LPX | LOUISIANA PAC CORP | $37.30万 | 0.00% | 5,128 | 556 | 12.2% | $4.04万 | 加仓 |
| BUSE | FIRST BUSEY CORP | $37.32万 | 0.00% | 14,769 | -25,055 | -62.9% | -$63.31万 | 减仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $37.35万 | 0.00% | 15,099 | 606 | 4.2% | $1.50万 | 加仓 |
| GTLB | GITLAB INC | $37.36万 | 0.00% | 17,263 | 1,687 | 10.8% | $3.65万 | 加仓 |
| CHAT | TIDAL TRUST II | $37.45万 | 0.00% | 6,055 | 680 | 12.7% | $4.21万 | 加仓 |
| NWBI | NORTHWEST BANCSHARES INC | $37.57万 | 0.00% | 29,603 | 21,889 | 283.8% | $27.78万 | 加仓 |
| SCI | SERVICE CORP INTL | $37.70万 | 0.00% | 4,569 | -149 | -3.2% | -$1.23万 | 减仓 |
| WULF | TERAWULF INC | $37.76万 | 0.00% | 26,169 | 16,425 | 168.6% | $23.70万 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $37.84万 | 0.00% | 10,281 | -1,569 | -13.2% | -$5.78万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $37.85万 | 0.00% | 20,470 | -3,809 | -15.7% | -$7.04万 | 减仓 |
| WHD | CACTUS INC | $37.86万 | 0.00% | 7,992 | 7,992 | — | $37.86万 | 新建仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $37.86万 | 0.00% | 30,240 | -1,172 | -3.7% | -$1.47万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $37.90万 | 0.00% | 9,083 | 785 | 9.5% | $3.28万 | 加仓 |
| VSEC | VSE CORP | $38.00万 | 0.00% | 2,061 | -693 | -25.2% | -$12.78万 | 减仓 |
| CLM | CORNERSTONE STRATEGIC INVEST | $38.02万 | 0.00% | 52,220 | 18,379 | 54.3% | $13.38万 | 加仓 |
| BC | BRUNSWICK CORP | $38.03万 | 0.00% | 5,227 | -969 | -15.6% | -$7.05万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $38.04万 | 0.00% | 3,003 | -1,682 | -35.9% | -$21.30万 | 减仓 |
| — | SPROTT FDS TR | $38.09万 | 0.00% | 6,437 | 6,031 | 1,485.5% | $35.69万 | 加仓 |
| — | SES AI CORPORATION | $38.11万 | 0.00% | 396,185 | 134,300 | 51.3% | $12.92万 | 加仓 |
| ENVA | ENOVA INTL INC | $38.17万 | 0.00% | 2,810 | 2,374 | 544.5% | $32.25万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $38.20万 | 0.00% | 13,263 | 281 | 2.2% | $8,093 | 加仓 |
| FFBC | 1ST FINL BANCORP | $38.30万 | 0.00% | 13,736 | 381 | 2.9% | $1.06万 | 加仓 |
| — | PGIM ROCK ETF TR | $38.31万 | 0.00% | 12,900 | -420 | -3.2% | -$1.25万 | 减仓 |