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
CRCL CIRCLE INTERNET GROUP INC $190.83万0.01%20,001 10,132102.7% $96.67万 加仓
GRNY TIDAL TRUST I $191.22万0.01%80,111 28,60555.5% $68.28万 加仓
NBSD NEUBERGER BERMAN ETF TRUST $191.40万0.01%37,745 4,85014.7% $24.59万 加仓
IBD NORTHERN LTS FD TR IV $191.42万0.01%80,238 7,32110.0% $17.47万 加仓
FSIG FIRST TR EXCHANGE-TRADED FD $191.80万0.01%101,266 -31,842-23.9% -$60.31万 减仓
— INNOVATOR ETFS TRUST $191.83万0.01%65,988 -789-1.2% -$2.29万 减仓
ARKQ ARK ETF TR $192.26万0.01%17,097 1,56910.1% $17.64万 加仓
PHG KONINKLIJKE PHILIPS N V $192.40万0.01%70,220 9,78316.2% $26.81万 加仓
— FIRST TR EXCHNG TRADED FD VI $192.72万0.01%81,145 39,66195.6% $94.19万 加仓
QHY WISDOMTREE TR $193.22万0.01%42,428 30,114244.6% $137.14万 加仓
SNPS SYNOPSYS INC $194.08万0.01%4,895 -886-15.3% -$35.13万 减仓
TDVG T ROWE PRICE ETF INC $194.73万0.01%43,631 5521.3% $2.46万 加仓
— DUPONT DE NEMOURS INC $195.08万0.01%42,595 5,26714.1% $24.12万 加仓
DFGX DIMENSIONAL ETF TRUST $195.12万0.01%37,200 980.3% $5,140 加仓
FYC FIRST TR EXCHANGE-TRADED ALP $195.23万0.01%20,131 2,42213.7% $23.49万 加仓
BLV VANGUARD BD INDEX FDS $195.48万0.01%28,421 -44,023-60.8% -$302.79万 减仓
QQQX NUVEEN NASDAQ 100 DYNAMIC OV $195.61万0.01%73,344 62,718590.2% $167.27万 加仓
CRDO CREDO TECHNOLOGY GROUP HOLDI $196.08万0.01%20,888 -11,242-35.0% -$105.53万 减仓
DFIS DIMENSIONAL ETF TRUST $196.09万0.01%58,237 2,4674.4% $8.31万 加仓
RVT ROYCE SMALL CAP TRUST INC $196.28万0.01%118,241 92,668362.4% $153.83万 加仓
— FIRST TR EXCHNG TRADED FD VI $196.98万0.01%60,299 -14,762-19.7% -$48.22万 减仓
VRP INVESCO EXCH TRADED FD TR II $197.21万0.01%82,241 -26,816-24.6% -$64.30万 减仓
ROBO EXCHANGE TRADED CONCEPTS TRU $197.29万0.01%28,831 14,13896.2% $96.75万 加仓
BUFG FIRST TR EXCHNG TRADED FD VI $197.41万0.01%73,496 8,00212.2% $21.49万 加仓
— INVESCO EXCH TRADED FD TR II $197.51万0.01%16,600 4482.8% $5.33万 加仓
EDOW FIRST TR EXCHANGE-TRADED FD $198.05万0.01%48,816 5,50912.7% $22.35万 加仓
— FIRST TR EXCHNG TRADED FD VI $199.41万0.01%90,681 52,707138.8% $115.90万 加仓
BSCV INVESCO EXCH TRD SLF IDX FD $199.54万0.01%121,226 2,0351.7% $3.35万 加仓
SPYD SPDR SERIES TRUST $199.65万0.01%43,860 7,33520.1% $33.39万 加仓
TD TORONTO DOMINION BK ONT $199.83万0.01%21,416 1,8529.5% $17.28万 加仓
ITGR INTEGER HLDGS CORP $200.24万0.01%22,755 1,3316.2% $11.71万 加仓
CRH CRH PLC $200.37万0.01%19,061 2431.3% $2.55万 加仓
FEX FIRST TR EXCHANGE-TRADED ALP $200.40万0.01%16,436 3,78930.0% $46.20万 加仓
ILDR FIRST TR EXCHNG TRADED FD VI $201.35万0.01%67,611 12,06721.7% $35.94万 加仓
ISTR INVESTAR HOLDING CORP $201.68万0.01%73,956 73,956— $201.68万 新建仓
BDX BECTON DICKINSON & CO $201.72万0.01%12,829 -1,798-12.3% -$28.27万 减仓
— ISHARES TR $202.10万0.01%220,392 17,7778.8% $16.30万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $202.70万0.01%18,466 5,59243.4% $61.38万 加仓
CPA COPA HOLDINGS SA $202.72万0.01%17,843 1971.1% $2.24万 加仓
HEI HEICO CORP NEW $203.08万0.01%7,406 3,08171.2% $84.48万 加仓
— FIRST TR EXCHANGE-TRADED FD $203.49万0.01%121,181 21,82522.0% $36.65万 加仓
SPOT SPOTIFY TECHNOLOGY S A $203.57万0.01%4,198 -1,600-27.6% -$77.59万 减仓
IBMR ISHARES TR $203.85万0.01%80,415 13,68220.5% $34.68万 加仓
— AIM ETF PRODUCTS TRUST $204.40万0.01%65,085 660.1% $2,073 加仓
— CION INVT CORP $204.57万0.01%299,079 13,0714.6% $8.94万 加仓
— INNOVATOR ETFS TRUST $205.00万0.01%69,820 13,17723.3% $38.69万 加仓
SPPP SPROTT ASSET MANAGEMENT LP $205.19万0.01%132,125 -3,825-2.8% -$5.94万 减仓
JMST J P MORGAN EXCHANGE TRADED F $205.28万0.01%40,267 3,98111.0% $20.30万 加仓
IYK ISHARES TR $205.33万0.01%29,321 1,9747.2% $13.82万 加仓
DFNL DAVIS FUNDAMENTAL ETF TR $205.64万0.01%45,860 2,4735.7% $11.09万 加仓
SNA SNAP ON INC $206.28万0.01%5,679 -5,949-51.2% -$216.09万 减仓
LTC LTC PPTYS INC $206.59万0.01%55,593 34,129159.0% $126.82万 加仓
TDY TELEDYNE TECHNOLOGIES INC $206.80万0.01%3,418 -422-11.0% -$25.53万 减仓
— WISDOMTREE TR $206.87万0.01%31,575 3,57312.8% $23.41万 加仓
— FIRST TR EXCHANGE-TRADED ALP $207.12万0.01%33,520 1,2403.8% $7.66万 加仓
BDEC INNOVATOR ETFS TRUST $207.28万0.01%43,183 9,86129.6% $47.33万 加仓
RF REGIONS FINANCIAL CORP NEW $207.40万0.01%79,403 10,51615.3% $27.47万 加仓
YYY AMPLIFY ETF TR $207.50万0.01%188,124 6,5803.6% $7.26万 加仓
UJUN INNOVATOR ETFS TRUST $207.82万0.01%55,805 -83-0.1% -$3,091 减仓
— FIRST TR EXCHNG TRADED FD VI $208.54万0.01%52,445 -4,546-8.0% -$18.08万 减仓
ARKB ARK 21SHARES BITCOIN ETF $208.97万0.01%92,918 2,0202.2% $4.54万 加仓
EIX EDISON INTL $209.21万0.01%28,589 2,0847.9% $15.25万 加仓
XME SPDR SERIES TRUST $209.55万0.01%19,401 6183.3% $6.68万 加仓
SDOG ALPS ETF TR $210.07万0.01%32,301 9413.0% $6.12万 加仓
DGS WISDOMTREE TR $210.22万0.01%34,979 2,6368.2% $15.84万 加仓
LYB LYONDELLBASELL INDUSTRIES NV $210.45万0.01%26,123 8883.5% $7.15万 加仓
MDYV SPDR SERIES TRUST $211.07万0.01%24,788 5012.1% $4.27万 加仓
RPM RPM INTL INC $212.09万0.01%21,337 2,72314.6% $27.07万 加仓
HIMU BLACKROCK ETF TRUST II $213.45万0.01%44,487 -11,640-20.7% -$55.85万 减仓
MDIV FIRST TR EXCHANGE TRADED FD $213.66万0.01%132,134 15,27613.1% $24.70万 加仓
ITB ISHARES TR $213.79万0.01%23,611 -3,919-14.2% -$35.49万 减仓
IMCV ISHARES TR $214.56万0.01%25,306 16,874200.1% $143.07万 加仓
NBR NABORS INDUSTRIES LTD $214.61万0.01%24,937 1680.7% $1.45万 加仓
IHI ISHARES TR $214.70万0.01%40,243 3,6229.9% $19.32万 加仓
NAD NUVEEN QUALITY MUNCP INCOME $214.86万0.01%186,831 7,9424.4% $9.13万 加仓
VFLO VICTORY PORTFOLIOS II $215.04万0.01%54,468 9,13920.2% $36.08万 加仓
WES WESTERN MIDSTREAM PARTNERS L $215.29万0.01%52,294 -4,618-8.1% -$19.01万 减仓
— INNOVATOR ETFS TRUST $215.47万0.01%77,339 14,88523.8% $41.47万 加仓
GLTR ABRDN PRECIOUS METALS BASKET $215.63万0.01%9,859 5,542128.4% $121.21万 加仓
ILCG ISHARES TR $216.20万0.01%22,643 6,35339.0% $60.66万 加仓
FE FIRSTENERGY CORP $216.36万0.01%42,708 -8,307-16.3% -$42.08万 减仓
EIPI FIRST TR EXCHNG TRADED FD VI $217.18万0.01%96,569 58,950156.7% $132.58万 加仓
FXR FIRST TR EXCHANGE-TRADED FD $218.60万0.01%26,780 1,6036.4% $13.09万 加仓
ASTS AST SPACEMOBILE INC $219.24万0.01%26,456 4,65821.4% $38.60万 加仓
SPMB SPDR SERIES TRUST $220.04万0.01%98,278 -96,625-49.6% -$216.34万 减仓
JIRE J P MORGAN EXCHANGE TRADED F $220.07万0.01%29,056 7,11132.4% $53.86万 加仓
NVR NVR INC $220.10万0.01%334 12156.8% $79.74万 加仓
UTG REAVES UTIL INCOME FD $220.22万0.01%56,064 5,24710.3% $20.61万 加仓
BIDU BAIDU INC $220.57万0.01%19,796 7,01354.9% $78.14万 加仓
MLM MARTIN MARIETTA MATLS INC $220.60万0.01%3,747 -1,984-34.6% -$116.80万 减仓
HST HOST HOTELS & RESORTS INC $220.64万0.01%115,154 21,26922.7% $40.75万 加仓
— FIRST TR EXCH TRADED FD III $221.43万0.01%60,156 -5,792-8.8% -$21.32万 减仓
FSMB FIRST TR EXCH TRADED FD III $221.92万0.01%111,182 18,27719.7% $36.48万 加仓
ACM AECOM $222.08万0.01%26,183 -1,834-6.5% -$15.56万 减仓
— PACER FDS TR $222.15万0.01%47,277 5,89914.3% $27.72万 加仓
— FIDELITY COVINGTON TRUST $222.18万0.01%45,522 3,9349.5% $19.20万 加仓
RYLD GLOBAL X FDS $222.33万0.01%148,719 -90,618-37.9% -$135.47万 减仓
ALB ALBEMARLE CORP $222.50万0.01%12,394 8427.3% $15.12万 加仓
DRSK ETF SER SOLUTIONS $222.53万0.01%81,422 24,80843.8% $67.80万 加仓
AEHR AEHR TEST SYS $222.85万0.01%60,100 00.0% — 不变