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 |
|---|---|---|---|---|---|---|---|---|
| OPFI | OPPFI INC | $135.73万 | 0.01% | 176,047 | 61,013 | 53.0% | $47.04万 | 加仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $135.82万 | 0.01% | 66,383 | 8,597 | 14.9% | $17.59万 | 加仓 |
| ABNB | AIRBNB INC | $136.11万 | 0.01% | 10,779 | -7,341 | -40.5% | -$92.70万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $136.15万 | 0.01% | 30,342 | -6,806 | -18.3% | -$30.54万 | 减仓 |
| WY | WEYERHAEUSER CO | $136.20万 | 0.01% | 55,751 | 5,696 | 11.4% | $13.92万 | 加仓 |
| IEUR | ISHARES TR | $136.21万 | 0.01% | 19,384 | 2,542 | 15.1% | $17.86万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $136.21万 | 0.01% | 51,247 | 5,448 | 11.9% | $14.48万 | 加仓 |
| IBEX | IBEX LTD | $136.32万 | 0.01% | 50,827 | 2,800 | 5.8% | $7.51万 | 加仓 |
| LIT | GLOBAL X FDS | $136.50万 | 0.01% | 18,359 | 1,176 | 6.8% | $8.74万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $136.72万 | 0.01% | 7,595 | -269 | -3.4% | -$4.84万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $136.96万 | 0.01% | 7,896 | -2,295 | -22.5% | -$39.81万 | 减仓 |
| FTQI | FIRST TR EXCHANGE TRADED FD | $137.04万 | 0.01% | 68,795 | 40,254 | 141.0% | $80.19万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $137.16万 | 0.01% | 4,858 | -210 | -4.1% | -$5.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $137.43万 | 0.01% | 36,150 | 1,740 | 5.1% | $6.61万 | 加仓 |
| VOTE | TCW ETF TRUST | $137.47万 | 0.01% | 18,017 | 83 | 0.5% | $6,333 | 加仓 |
| ESML | ISHARES TR | $137.50万 | 0.01% | 29,243 | 3,826 | 15.1% | $17.99万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $137.98万 | 0.01% | 87,939 | 2,011 | 2.3% | $3.16万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $138.05万 | 0.01% | 40,855 | 2,349 | 6.1% | $7.94万 | 加仓 |
| OMC | OMNICOM GROUP INC | $138.21万 | 0.01% | 18,175 | 2,477 | 15.8% | $18.84万 | 加仓 |
| GSST | GOLDMAN SACHS ETF TR | $138.79万 | 0.01% | 27,457 | 6,248 | 29.5% | $31.58万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $139.41万 | 0.01% | 13,311 | -83 | -0.6% | -$8,693 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $139.80万 | 0.01% | 18,918 | 10,358 | 121.0% | $76.54万 | 加仓 |
| EMGF | ISHARES INC | $139.92万 | 0.01% | 23,154 | 551 | 2.4% | $3.33万 | 加仓 |
| AVLC | AMERICAN CENTY ETF TR | $140.11万 | 0.01% | 18,067 | 12,801 | 243.1% | $99.27万 | 加仓 |
| NTAP | NETAPP INC | $140.17万 | 0.01% | 13,690 | -1,257 | -8.4% | -$12.87万 | 减仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $140.88万 | 0.01% | 113,615 | -5,195 | -4.4% | -$6.44万 | 减仓 |
| VLTO | VERALTO CORP | $140.91万 | 0.01% | 15,937 | -1,779 | -10.0% | -$15.73万 | 减仓 |
| ESGE | ISHARES INC | $141.81万 | 0.01% | 31,188 | 1,094 | 3.6% | $4.97万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $141.84万 | 0.01% | 74,069 | 57,894 | 357.9% | $110.87万 | 加仓 |
| KRE | SPDR SERIES TRUST | $142.25万 | 0.01% | 21,834 | -3,024 | -12.2% | -$19.70万 | 减仓 |
| — | PROSHARES TR | $142.37万 | 0.01% | 18,160 | 4 | 0.0% | $314 | 加仓 |
| — | PIMCO HIGH INCOME FD | $142.39万 | 0.01% | 307,536 | -88,281 | -22.3% | -$40.87万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $142.73万 | 0.01% | 47,388 | 1,031 | 2.2% | $3.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $143.00万 | 0.01% | 41,220 | 10,690 | 35.0% | $37.09万 | 加仓 |
| CDC | VICTORY PORTFOLIOS II | $143.05万 | 0.01% | 20,027 | 675 | 3.5% | $4.82万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $143.10万 | 0.01% | 42,178 | 11,002 | 35.3% | $37.33万 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $143.55万 | 0.01% | 120,628 | 11,304 | 10.3% | $13.45万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $143.59万 | 0.01% | 40,131 | 2,139 | 5.6% | $7.65万 | 加仓 |
| JAJL | INNOVATOR ETFS TRUST | $143.90万 | 0.01% | 49,502 | -177 | -0.4% | -$5,145 | 减仓 |
| — | INNOVATOR ETFS TRUST | $143.97万 | 0.01% | 53,702 | 11,884 | 28.4% | $31.86万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $144.73万 | 0.01% | 19,039 | 3,976 | 26.4% | $30.22万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $144.78万 | 0.01% | 104,988 | 32,945 | 45.7% | $45.43万 | 加仓 |
| KBWB | INVESCO EXCH TRADED FD TR II | $144.82万 | 0.01% | 18,303 | 8,206 | 81.3% | $64.93万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $145.25万 | 0.01% | 51,717 | 44,067 | 576.0% | $123.76万 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $145.27万 | 0.01% | 36,759 | 6,956 | 23.3% | $27.49万 | 加仓 |
| TBLD | THORNBURG INCM BUILDER OPP T | $145.33万 | 0.01% | 68,728 | -22,670 | -24.8% | -$47.94万 | 减仓 |
| JEMA | J P MORGAN EXCHANGE TRADED F | $145.38万 | 0.01% | 27,941 | 5,732 | 25.8% | $29.82万 | 加仓 |
| AEE | AMEREN CORP | $146.53万 | 0.01% | 13,330 | -5,665 | -29.8% | -$62.27万 | 减仓 |
| NTR | NUTRIEN LTD | $146.68万 | 0.01% | 19,438 | 1,466 | 8.2% | $11.06万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $147.10万 | 0.01% | 12,686 | -62 | -0.5% | -$7,189 | 减仓 |
| SBND | COLUMBIA ETF TR I | $147.76万 | 0.01% | 78,661 | 57,265 | 267.6% | $107.57万 | 加仓 |
| RWX | SPDR INDEX SHS FDS | $147.87万 | 0.01% | 55,549 | 1,147 | 2.1% | $3.05万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $147.97万 | 0.01% | 9,665 | 1,509 | 18.5% | $23.10万 | 加仓 |
| GOF | GUGGENHEIM STRATEGIC OPPORTU | $148.04万 | 0.01% | 134,337 | -16,622 | -11.0% | -$18.32万 | 减仓 |
| NFJ | VIRTUS DIVIDEND INTEREST & P | $148.44万 | 0.01% | 117,719 | -4,006 | -3.3% | -$5.05万 | 减仓 |
| USTB | VICTORY PORTFOLIOS II | $148.71万 | 0.01% | 29,401 | 1,714 | 6.2% | $8.67万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $148.97万 | 0.01% | 45,445 | 7,149 | 18.7% | $23.43万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $150.05万 | 0.01% | 15,530 | 2,173 | 16.3% | $21.00万 | 加仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $150.07万 | 0.01% | 87,656 | 17,677 | 25.3% | $30.26万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $150.51万 | 0.01% | 36,863 | 1,252 | 3.5% | $5.11万 | 加仓 |
| LWLG | LIGHTWAVE LOGIC INC | $150.88万 | 0.01% | 214,626 | -354 | -0.2% | -$2,489 | 减仓 |
| TRFK | PACER FDS TR | $151.06万 | 0.01% | 24,271 | 5,411 | 28.7% | $33.68万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $151.30万 | 0.01% | 37,572 | 7,432 | 24.7% | $29.93万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $151.37万 | 0.01% | 129,049 | -20,768 | -13.9% | -$24.36万 | 减仓 |
| DEO | DIAGEO PLC | $151.40万 | 0.01% | 20,336 | -5,162 | -20.2% | -$38.43万 | 减仓 |
| — | BNY MELLON ETF TRUST | $152.80万 | 0.01% | 13,414 | 13,414 | — | $152.80万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $152.82万 | 0.01% | 1,398 | -531 | -27.5% | -$58.05万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $152.98万 | 0.01% | 35,945 | 5,806 | 19.3% | $24.71万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $153.02万 | 0.01% | 34,426 | 29,528 | 602.9% | $131.25万 | 加仓 |
| EAGG | ISHARES TR | $153.08万 | 0.01% | 32,193 | 2,059 | 6.8% | $9.79万 | 加仓 |
| — | WHITESTONE REIT | $153.09万 | 0.01% | 94,790 | 88,290 | 1,358.3% | $142.59万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $153.31万 | 0.01% | 52,960 | 26,805 | 102.5% | $77.59万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $154.12万 | 0.01% | 7,862 | 561 | 7.7% | $11.00万 | 加仓 |
| URNM | SPROTT FDS TR | $154.60万 | 0.01% | 24,482 | 4,898 | 25.0% | $30.93万 | 加仓 |
| — | ENERGY TRANSFER L P | $154.79万 | 0.01% | 133,788 | 133,788 | — | $154.79万 | 新建仓 |
| FDD | FIRST TR EXCHANGE-TRADED FD | $154.81万 | 0.01% | 86,923 | 17,627 | 25.4% | $31.39万 | 加仓 |
| CELC | CELCUITY INC | $155.28万 | 0.01% | 13,604 | 13,604 | — | $155.28万 | 新建仓 |
| CNC | CENTENE CORP DEL | $155.58万 | 0.01% | 47,521 | -5,081 | -9.7% | -$16.64万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $156.03万 | 0.01% | 3,674 | 372 | 11.3% | $15.80万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $156.35万 | 0.01% | 34,085 | -409 | -1.2% | -$1.88万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $156.52万 | 0.01% | 46,311 | 5,086 | 12.3% | $17.19万 | 加仓 |
| IREN | IREN LIMITED | $156.62万 | 0.01% | 45,688 | 6,968 | 18.0% | $23.89万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $156.81万 | 0.01% | 24,271 | 7,630 | 45.9% | $49.30万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $157.14万 | 0.01% | 52,592 | 3,370 | 6.8% | $10.07万 | 加仓 |
| IEV | ISHARES TR | $157.29万 | 0.01% | 23,152 | -1,072 | -4.4% | -$7.28万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $157.67万 | 0.01% | 5,185 | 288 | 5.9% | $8.76万 | 加仓 |
| TOPT | ISHARES TR | $157.82万 | 0.01% | 55,144 | -65 | -0.1% | -$1,860 | 减仓 |
| NTRA | NATERA INC | $158.11万 | 0.01% | 7,906 | 1,338 | 20.4% | $26.76万 | 加仓 |
| EWZ | ISHARES INC | $158.19万 | 0.01% | 41,205 | 7,692 | 23.0% | $29.53万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $158.43万 | 0.01% | 15,416 | 1,410 | 10.1% | $14.49万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $159.03万 | 0.01% | 17,649 | 3,970 | 29.0% | $35.77万 | 加仓 |
| VAW | VANGUARD WORLD FD | $159.43万 | 0.01% | 7,075 | 144 | 2.1% | $3.24万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $159.78万 | 0.01% | 73,766 | -13,651 | -15.6% | -$29.57万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $160.58万 | 0.01% | 68,624 | 47,247 | 221.0% | $110.56万 | 加仓 |
| WHR | WHIRLPOOL CORP | $161.13万 | 0.01% | 29,883 | -328 | -1.1% | -$1.77万 | 减仓 |
| ARW | ARROW ELECTRS INC | $161.16万 | 0.01% | 11,238 | -6,093 | -35.2% | -$87.38万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $161.26万 | 0.01% | 32,923 | -252 | -0.8% | -$1.23万 | 减仓 |
| TER | TERADYNE INC | $161.41万 | 0.01% | 5,444 | 1,098 | 25.3% | $32.55万 | 加仓 |
| PPL | PPL CORP | $161.51万 | 0.01% | 41,968 | -6,184 | -12.8% | -$23.80万 | 减仓 |
| IYG | ISHARES TR | $161.74万 | 0.01% | 19,524 | 2,378 | 13.9% | $19.70万 | 加仓 |