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 |
|---|---|---|---|---|---|---|---|---|
| IXC | ISHARES TR | $223.31万 | 0.01% | 38,762 | 2,732 | 7.6% | $15.74万 | 加仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $223.37万 | 0.01% | 45,043 | 26,884 | 148.0% | $133.32万 | 加仓 |
| CHWY | CHEWY INC | $224.41万 | 0.01% | 83,113 | 6,102 | 7.9% | $16.48万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $224.55万 | 0.01% | 63,254 | 15,607 | 32.8% | $55.40万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $225.05万 | 0.01% | 323,813 | 200,969 | 163.6% | $139.67万 | 加仓 |
| IBTG | ISHARES TR | $225.06万 | 0.01% | 98,217 | 3,734 | 4.0% | $8.56万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $225.12万 | 0.01% | 57,883 | 7,464 | 14.8% | $29.03万 | 加仓 |
| BNOV | INNOVATOR ETFS TRUST | $225.94万 | 0.01% | 52,517 | 17,601 | 50.4% | $75.72万 | 加仓 |
| ONEY | SPDR SERIES TRUST | $226.07万 | 0.01% | 18,831 | 13,626 | 261.8% | $163.58万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $226.22万 | 0.01% | 16,728 | -918 | -5.2% | -$12.41万 | 减仓 |
| — | DBX ETF TR | $226.29万 | 0.01% | 54,474 | 47,606 | 693.2% | $197.76万 | 加仓 |
| BJAN | INNOVATOR ETFS TRUST | $226.39万 | 0.01% | 42,451 | 8,180 | 23.9% | $43.62万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $226.41万 | 0.01% | 75,758 | 12,702 | 20.1% | $37.96万 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $226.77万 | 0.01% | 62,695 | 481 | 0.8% | $1.74万 | 加仓 |
| MP | MP MATERIALS CORP | $226.89万 | 0.01% | 47,014 | 10,548 | 28.9% | $50.90万 | 加仓 |
| HACK | AMPLIFY ETF TR | $227.46万 | 0.01% | 30,292 | 3,643 | 13.7% | $27.36万 | 加仓 |
| NGG | NATIONAL GRID PLC | $227.91万 | 0.01% | 26,940 | -5,738 | -17.6% | -$48.54万 | 减仓 |
| HQH | ABRDN HEALTHCARE INVESTORS | $228.41万 | 0.01% | 128,393 | 8,321 | 6.9% | $14.80万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $228.78万 | 0.01% | 24,849 | 1,715 | 7.4% | $15.79万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $228.80万 | 0.01% | 47,736 | 18,501 | 63.3% | $88.68万 | 加仓 |
| BIZD | VANECK ETF TRUST | $229.02万 | 0.01% | 178,924 | -75,414 | -29.7% | -$96.53万 | 减仓 |
| JUNW | AIM ETF PRODUCTS TRUST | $229.27万 | 0.01% | 68,747 | -10,032 | -12.7% | -$33.46万 | 减仓 |
| TWLO | TWILIO INC | $229.86万 | 0.01% | 18,269 | 314 | 1.7% | $3.95万 | 加仓 |
| KHC | KRAFT HEINZ CO | $229.94万 | 0.01% | 102,239 | -22,150 | -17.8% | -$49.82万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $230.77万 | 0.01% | 70,940 | -153 | -0.2% | -$4,977 | 减仓 |
| QQQE | DIREXION SHARES ETF TRUST | $231.03万 | 0.01% | 23,448 | -18 | -0.1% | -$1,774 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $231.17万 | 0.01% | 32,282 | 6,232 | 23.9% | $44.63万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $231.47万 | 0.01% | 11,758 | -1,475 | -11.1% | -$29.04万 | 减仓 |
| RIG | TRANSOCEAN LTD | $232.64万 | 0.01% | 350,895 | 51,869 | 17.3% | $34.39万 | 加仓 |
| SNDK | SANDISK CORP | $232.92万 | 0.01% | 3,666 | 925 | 33.7% | $58.77万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $233.44万 | 0.01% | 62,419 | 1,206 | 2.0% | $4.51万 | 加仓 |
| ZS | ZSCALER INC | $233.77万 | 0.01% | 16,663 | 3,093 | 22.8% | $43.39万 | 加仓 |
| IJAN | INNOVATOR ETFS TRUST | $233.77万 | 0.01% | 64,435 | 36,782 | 133.0% | $133.45万 | 加仓 |
| XRNPX | COHEN & STEERS REIT & PFD & | $233.97万 | 0.01% | 118,406 | -48,757 | -29.2% | -$96.34万 | 减仓 |
| CME | CME GROUP INC | $234.02万 | 0.01% | 7,924 | -6,197 | -43.9% | -$183.02万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $235.75万 | 0.01% | 64,946 | 30,711 | 89.7% | $111.48万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $236.55万 | 0.01% | 17,382 | 8,194 | 89.2% | $111.51万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $236.64万 | 0.01% | 62,988 | -27 | -0.0% | -$1,014 | 减仓 |
| OKLO | OKLO INC | $236.89万 | 0.01% | 47,770 | 6,081 | 14.6% | $30.16万 | 加仓 |
| IJUL | INNOVATOR ETFS TRUST | $237.05万 | 0.01% | 70,238 | 23,011 | 48.7% | $77.66万 | 加仓 |
| DJD | INVESCO EXCHANGE TRADED FD T | $237.24万 | 0.01% | 39,712 | 2,157 | 5.7% | $12.89万 | 加仓 |
| GGG | GRACO INC | $237.43万 | 0.01% | 28,048 | -789 | -2.7% | -$6.68万 | 减仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $237.56万 | 0.01% | 24,137 | -2,844 | -10.5% | -$27.99万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $237.76万 | 0.01% | 87,827 | 85,833 | 4,304.6% | $232.36万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $238.92万 | 0.01% | 86,610 | 40,378 | 87.3% | $111.39万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $240.17万 | 0.01% | 58,492 | 58,492 | — | $240.17万 | 新建仓 |
| BKDV | BNY MELLON ETF TRUST II | $240.30万 | 0.01% | 81,019 | 16,628 | 25.8% | $49.32万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $240.48万 | 0.01% | 76,128 | 28,516 | 59.9% | $90.08万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $241.31万 | 0.01% | 8,585 | 60 | 0.7% | $1.69万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $242.34万 | 0.01% | 6,149 | -374 | -5.7% | -$14.74万 | 减仓 |
| — | GABELLI MULTIMEDIA TR INC | $242.41万 | 0.01% | 616,809 | 12,818 | 2.1% | $5.04万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $242.69万 | 0.01% | 57,090 | 3,587 | 6.7% | $15.25万 | 加仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $243.79万 | 0.01% | 478,018 | 21,734 | 4.8% | $11.08万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $244.08万 | 0.01% | 46,253 | 9,621 | 26.3% | $50.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $244.70万 | 0.01% | 92,165 | -4,920 | -5.1% | -$13.06万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $246.37万 | 0.01% | 107,210 | 62,036 | 137.3% | $142.56万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $246.83万 | 0.01% | 21,393 | 3,289 | 18.2% | $37.95万 | 加仓 |
| LGOV | FIRST TR EXCHANGE-TRADED FD | $247.64万 | 0.01% | 114,808 | -18,713 | -14.0% | -$40.36万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $247.88万 | 0.01% | 5,238 | 160 | 3.2% | $7.57万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $248.32万 | 0.01% | 53,564 | -2,817 | -5.0% | -$13.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $248.40万 | 0.01% | 86,574 | -414 | -0.5% | -$1.19万 | 减仓 |
| FUMB | FIRST TR EXCH TRADED FD III | $249.78万 | 0.01% | 124,580 | 17,337 | 16.2% | $34.76万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $250.15万 | 0.01% | 67,943 | 868 | 1.3% | $3.20万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $250.64万 | 0.01% | 101,107 | 6,520 | 6.9% | $16.16万 | 加仓 |
| VTR | VENTAS INC | $251.49万 | 0.01% | 30,752 | 2,844 | 10.2% | $23.26万 | 加仓 |
| QQQI | NEOS ETF TRUST | $252.00万 | 0.01% | 50,715 | -7,253 | -12.5% | -$36.04万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $252.71万 | 0.01% | 33,771 | 1,295 | 4.0% | $9.69万 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $253.66万 | 0.01% | 452,971 | -3,255 | -0.7% | -$1.82万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $254.11万 | 0.01% | 68,182 | 2,773 | 4.2% | $10.33万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $254.13万 | 0.01% | 161,663 | 96,584 | 148.4% | $151.83万 | 加仓 |
| FLIA | FRANKLIN TEMPLETON ETF TR | $254.16万 | 0.01% | 125,450 | 94,229 | 301.8% | $190.91万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $254.31万 | 0.01% | 98,779 | 28,084 | 39.7% | $72.30万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $254.72万 | 0.01% | 70,522 | 1,919 | 2.8% | $6.93万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $254.76万 | 0.01% | 16,840 | 2,697 | 19.1% | $40.80万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $254.85万 | 0.01% | 118,314 | 40,897 | 52.8% | $88.09万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $255.09万 | 0.01% | 80,546 | 31,603 | 64.6% | $100.09万 | 加仓 |
| USRT | ISHARES TR | $256.10万 | 0.01% | 43,268 | 9,753 | 29.1% | $57.73万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $256.59万 | 0.01% | 93,441 | -1,480 | -1.6% | -$4.06万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $256.93万 | 0.01% | 21,139 | 11,161 | 111.9% | $135.65万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $257.56万 | 0.01% | 41,343 | 12,327 | 42.5% | $76.80万 | 加仓 |
| FTMA | PUTNAM ETF TRUST | $257.94万 | 0.01% | 287,722 | 211,588 | 277.9% | $189.69万 | 加仓 |
| — | PACER FDS TR | $257.96万 | 0.01% | 106,734 | 2,082 | 2.0% | $5.03万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $258.02万 | 0.01% | 94,651 | 19,754 | 26.4% | $53.85万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $258.68万 | 0.01% | 88,559 | 4,894 | 5.8% | $14.30万 | 加仓 |
| COPX | GLOBAL X FDS | $259.04万 | 0.01% | 33,928 | 4,961 | 17.1% | $37.88万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $260.87万 | 0.01% | 39,665 | 17,024 | 75.2% | $111.97万 | 加仓 |
| CNOB | CONNECTONE BANCORP INC | $261.44万 | 0.01% | 97,663 | 67,761 | 226.6% | $181.40万 | 加仓 |
| IYR | ISHARES TR | $262.15万 | 0.01% | 27,723 | 2,675 | 10.7% | $25.29万 | 加仓 |
| — | WISDOMTREE TR | $262.94万 | 0.01% | 94,513 | 93,813 | 13,401.9% | $260.99万 | 加仓 |
| IGRO | ISHARES TR | $263.61万 | 0.01% | 31,468 | 1,053 | 3.5% | $8.82万 | 加仓 |
| WINA | WINMARK CORP | $263.71万 | 0.01% | 6,168 | -98 | -1.6% | -$4.19万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $264.10万 | 0.01% | 14,485 | 1,210 | 9.1% | $22.06万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $264.29万 | 0.01% | 52,889 | 15,742 | 42.4% | $78.66万 | 加仓 |
| TFLO | ISHARES TR | $264.54万 | 0.01% | 52,249 | 1,542 | 3.0% | $7.81万 | 加仓 |
| NDAQ | NASDAQ INC | $264.63万 | 0.01% | 31,174 | -18,923 | -37.8% | -$160.64万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $264.75万 | 0.01% | 19,562 | -1,185 | -5.7% | -$16.04万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $265.12万 | 0.01% | 15,273 | 2,286 | 17.6% | $39.68万 | 加仓 |
| FLRG | FIDELITY COVINGTON TRUST | $265.68万 | 0.01% | 72,214 | 21,337 | 41.9% | $78.50万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $265.75万 | 0.01% | 7,510 | -2,205 | -22.7% | -$78.03万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $265.83万 | 0.01% | 9,008 | -11 | -0.1% | -$3,246 | 减仓 |