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
FXZ FIRST TR EXCHANGE-TRADED FD $115.59万0.00%15,167 8576.0% $6.53万 加仓
ACNB ACNB CORP $115.64万0.00%24,158 -525-2.1% -$2.51万 减仓
HYFI AB ACTIVE ETFS INC $115.77万0.00%31,130 2,0747.1% $7.71万 加仓
NTSI WISDOMTREE TR $115.96万0.00%26,348 4871.9% $2.14万 加仓
CVIE MORGAN STANLEY ETF TRUST $116.00万0.00%15,958 930.6% $6,760 加仓
— FLAGSTAR BANK NATIONAL ASSOC $116.11万0.00%29,964 3001.0% $1.16万 加仓
— FIRST TR EXCHNG TRADED FD VI $116.11万0.00%37,726 8042.2% $2.47万 加仓
VLU SPDR SERIES TRUST $116.16万0.00%5,404 2,66096.9% $57.18万 加仓
IMO IMPERIAL OIL LTD $116.52万0.00%8,907 2192.5% $2.87万 加仓
DPG DUFF & PHELPS UTLITY AND INF $116.79万0.00%80,876 19,33131.4% $27.91万 加仓
— INNOVATOR ETFS TRUST $116.89万0.00%40,777 1,5053.8% $4.31万 加仓
IGLB ISHARES TR $116.94万0.00%23,562 -12,165-34.0% -$60.38万 减仓
TGRW T ROWE PRICE ETF INC $116.99万0.00%28,887 7,71336.4% $31.24万 加仓
DBC INVESCO DB COMMDY INDX TRCK $117.16万0.00%40,469 4,02011.0% $11.64万 加仓
XTEN BONDBLOXX ETF TRUST $117.34万0.00%25,586 2,61911.4% $12.01万 加仓
BUD ANHEUSER BUSCH INBEV SA NV $117.48万0.00%16,935 9916.2% $6.87万 加仓
ACGL ARCH CAP GROUP LTD $117.92万0.00%12,285 -7,688-38.5% -$73.79万 减仓
GLPI GAMING & LEISURE P $118.25万0.00%26,650 -7,625-22.2% -$33.83万 减仓
RUSHA RUSH ENTERPRISES INC $118.30万0.00%17,894 -13-0.1% -$859 减仓
TAFM AB ACTIVE ETFS INC $118.57万0.00%46,873 8,42921.9% $21.32万 加仓
AMJB JPMORGAN CHASE FINL CO LLC $118.62万0.00%34,313 6,21322.1% $21.48万 加仓
ANGL VANECK ETF TRUST $118.99万0.00%41,433 -686-1.6% -$1.97万 减仓
ERIE ERIE INDTY CO $119.01万0.00%4,735 -292-5.8% -$7.34万 减仓
CIFR CIPHER DIGITAL INC $119.06万0.00%92,513 -802-0.9% -$1.03万 减仓
— SPROTT FDS TR $119.17万0.00%33,361 33,361— $119.17万 新建仓
SPYX SPDR SERIES TRUST $119.24万0.00%22,484 1,5327.3% $8.12万 加仓
PRN INVESCO EXCHANGE TRADED FD T $119.33万0.00%6,134 1,44430.8% $28.09万 加仓
— INNOVATOR ETFS TRUST $119.47万0.00%35,210 13,93365.5% $47.27万 加仓
ULTA ULTA BEAUTY INC $119.49万0.00%2,286 -743-24.5% -$38.84万 减仓
— INNOVATOR ETFS TRUST $119.53万0.00%63,135 19,24543.8% $36.44万 加仓
TXT TEXTRON INC $119.83万0.00%13,686 1,24910.0% $10.94万 加仓
SCHI SCHWAB STRATEGIC TR $120.23万0.00%53,012 14,51237.7% $32.91万 加仓
— FIRST TR EXCHNG TRADED FD VI $120.31万0.00%32,653 -4,329-11.7% -$15.95万 减仓
SCHY SCHWAB STRATEGIC TR $120.35万0.00%38,012 4,82814.5% $15.29万 加仓
MKL MARKEL GROUP INC $120.39万0.00%629 396.6% $7.46万 加仓
— WISDOMTREE TR $120.47万0.00%24,830 21,688690.3% $105.23万 加仓
SYFI AB ACTIVE ETFS INC $120.65万0.00%33,967 690.2% $2,451 加仓
LRGF ISHARES TR $121.22万0.00%18,366 6,67957.1% $44.08万 加仓
DOL WISDOMTREE TR $121.27万0.00%17,838 -61,658-77.6% -$419.18万 减仓
GNRC GENERAC HLDGS INC $121.79万0.00%6,235 1,82841.5% $35.71万 加仓
FXD FIRST TR EXCHANGE-TRADED FD $121.86万0.00%19,034 1,1506.4% $7.36万 加仓
HRB BLOCK H & R INC $122.26万0.00%38,521 6,85821.7% $21.77万 加仓
VTRS VIATRIS INC $122.30万0.00%90,526 10,14512.6% $13.71万 加仓
HUBB HUBBELL INC $122.52万0.00%2,497 -3,311-57.0% -$162.47万 减仓
PALC PACER FDS TR $122.55万0.00%23,654 -1,570-6.2% -$8.13万 减仓
PBI PITNEY BOWES INC $122.72万0.00%111,062 -2,725-2.4% -$3.01万 减仓
IYT ISHARES TR $122.91万0.00%16,475 1,52110.2% $11.35万 加仓
— AIM ETF PRODUCTS TRUST $123.00万0.00%41,164 -1-0.0% -$30 减仓
PKB INVESCO EXCHANGE TRADED FD T $123.05万0.00%12,612 -4,426-26.0% -$43.18万 减仓
— AIM ETF PRODUCTS TRUST $123.07万0.00%36,584 3,0579.1% $10.28万 加仓
MFSI MFS ACTIVE EXCHANGE TRADED F $123.16万0.00%41,439 11,14836.8% $33.13万 加仓
RWJ INVESCO EXCH TRADED FD TR II $123.51万0.00%24,466 -1,260-4.9% -$6.36万 减仓
NUV NUVEEN MUN VALUE FD INC $123.55万0.00%137,427 9,2567.2% $8.32万 加仓
— DIMENSIONAL ETF TRUST $124.19万0.00%52,510 1,5293.0% $3.62万 加仓
NCLH NORWEGIAN CRUISE LINE HLDGS $124.41万0.00%66,530 3,7446.0% $7.00万 加仓
RKT ROCKET COS INC $124.56万0.00%87,407 -76,597-46.7% -$109.15万 减仓
SMR NUSCALE PWR CORP $124.71万0.00%115,045 57,11598.6% $61.91万 加仓
P EVERPURE INC $124.73万0.00%21,126 -7,993-27.4% -$47.19万 减仓
— INNOVATOR ETFS TRUST $125.35万0.00%48,775 13,50538.3% $34.71万 加仓
RFV INVESCO EXCHANGE TRADED FD T $125.54万0.00%9,659 3453.7% $4.48万 加仓
USAC USA COMPRESSION PARTNERS LP $125.67万0.00%46,340 5401.2% $1.46万 加仓
CSWC CAPITAL SOUTHWEST CORP $125.78万0.00%56,864 12,48628.1% $27.62万 加仓
IBTH ISHARES TR $126.36万0.00%56,335 3,3416.3% $7.49万 加仓
BCPC BALCHEM CORP $126.41万0.00%7,458 7,0551,750.6% $119.58万 加仓
— FIDELITY COVINGTON TRUST $127.02万0.00%40,172 5,38115.5% $17.01万 加仓
SDRL SEADRILL LTD $127.11万0.00%27,936 -2,906-9.4% -$13.22万 减仓
TTEQ T ROWE PRICE ETF INC $127.39万0.00%42,102 35,852573.6% $108.48万 加仓
DSL DOUBLELINE INCOME SOLUTIONS $127.41万0.00%117,645 1,9981.7% $2.16万 加仓
FREL FIDELITY COVINGTON TRUST $127.91万0.00%47,533 2,6926.0% $7.24万 加仓
BFST BUSINESS FIRST BANCSHARES IN $128.17万0.00%47,399 47,399— $128.17万 新建仓
— FIRST TR EXCHNG TRADED FD VI $128.26万0.00%36,432 5,52617.9% $19.45万 加仓
— ISHARES U S ETF TR $128.35万0.00%53,080 34,089179.5% $82.43万 加仓
USMC PRINCIPAL EXCHANGE TRADED FD $128.57万0.00%19,992 -169-0.8% -$1.09万 减仓
— WISDOMTREE TR $129.12万0.00%35,467 5,25417.4% $19.13万 加仓
— INNOVATOR ETFS TRUST $129.53万0.00%39,783 13,74652.8% $44.76万 加仓
CDNS CADENCE DESIGN SYSTEM INC $129.54万0.00%4,662 -3,394-42.1% -$94.31万 减仓
EES WISDOMTREE TR $129.61万0.00%22,328 3451.6% $2.00万 加仓
EVRG EVERGY INC $129.67万0.00%15,829 1240.8% $1.02万 加仓
ETH GRAYSCALE ETHEREUM STAKING $129.80万0.00%65,358 -22,065-25.2% -$43.82万 减仓
J JACOBS SOLUTIONS INC $129.81万0.00%10,198 -1,326-11.5% -$16.88万 减仓
IHF ISHARES TR $130.24万0.00%31,121 5,51921.6% $23.10万 加仓
CSPF COHEN & STEERS ETF TRUST $130.52万0.00%50,916 17,15850.8% $43.98万 加仓
— SILA REALTY TRUST INC $130.53万0.00%55,121 -5,742-9.4% -$13.60万 减仓
PSMJ PACER FDS TR $130.94万0.00%41,133 -1,999-4.6% -$6.36万 减仓
IDEF BLACKROCK ETF TRUST $131.00万0.00%40,037 40,037— $131.00万 新建仓
AVSF AMERICAN CENTY ETF TR $131.48万0.00%28,094 -67-0.2% -$3,136 减仓
BUI BLACKROCK UTILS INFRASTRUCTU $131.62万0.00%49,895 1060.2% $2,796 加仓
PDP INVESCO EXCHANGE TRADED FD T $131.78万0.00%10,914 1,96722.0% $23.75万 加仓
SLF SUN LIFE FINANCIAL INC. $131.98万0.00%21,096 9975.0% $6.24万 加仓
JPME J P MORGAN EXCHANGE TRADED F $132.39万0.01%11,559 -1,027-8.2% -$11.76万 减仓
— AIM ETF PRODUCTS TRUST $132.54万0.01%45,701 5,44313.5% $15.79万 加仓
FID FIRST TR EXCHANGE TRADED FD $132.91万0.01%63,456 12,94125.6% $27.10万 加仓
— INVESCO EXCHANGE TRADED FD T $132.95万0.01%24,255 1,7527.8% $9.60万 加仓
— INNOVATOR ETFS TRUST $133.46万0.01%46,442 2780.6% $7,989 加仓
ALSN ALLISON TRANSMISSION HLDGS I $134.09万0.01%11,455 3943.6% $4.61万 加仓
— TIDAL TRUST III $134.65万0.01%74,720 16,82429.1% $30.32万 加仓
ALLW SSGA ACTIVE TR $134.92万0.01%46,766 -27,077-36.7% -$78.12万 减仓
— INNOVATOR ETFS TRUST $135.14万0.01%46,553 36,648370.0% $106.39万 加仓
AM ANTERO MIDSTREAM CORP $135.35万0.01%59,364 1,9203.3% $4.38万 加仓
DCOM DIME CMNTY BANCSHARES INC $135.48万0.01%40,059 1,2963.3% $4.38万 加仓