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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $265.92万 | 0.01% | 67,587 | 4,903 | 7.8% | $19.29万 | 加仓 |
| CSM | PROSHARES TR | $265.95万 | 0.01% | 35,545 | -20 | -0.1% | -$1,496 | 减仓 |
| — | ISHARES TR | $266.11万 | 0.01% | 122,463 | 65,721 | 115.8% | $142.81万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $266.16万 | 0.01% | 61,669 | 43,384 | 237.3% | $187.24万 | 加仓 |
| MLPX | GLOBAL X FDS | $266.48万 | 0.01% | 36,040 | 9,714 | 36.9% | $71.83万 | 加仓 |
| SCZ | ISHARES TR | $266.50万 | 0.01% | 33,989 | 2,754 | 8.8% | $21.59万 | 加仓 |
| CWB | SPDR SERIES TRUST | $266.79万 | 0.01% | 29,151 | 656 | 2.3% | $6.00万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $267.28万 | 0.01% | 71,719 | 2,944 | 4.3% | $10.97万 | 加仓 |
| DHI | D R HORTON INC | $267.95万 | 0.01% | 19,527 | -1,556 | -7.4% | -$21.35万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $268.29万 | 0.01% | 18,403 | -2,904 | -13.6% | -$42.34万 | 减仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $268.66万 | 0.01% | 284,294 | 22,793 | 8.7% | $21.54万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $269.29万 | 0.01% | 22,700 | -1,045 | -4.4% | -$12.40万 | 减仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $269.43万 | 0.01% | 108,408 | 10,368 | 10.6% | $25.77万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $269.85万 | 0.01% | 13,691 | 539 | 4.1% | $10.62万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $271.73万 | 0.01% | 163,594 | -61,950 | -27.5% | -$102.90万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $273.15万 | 0.01% | 13,979 | 281 | 2.1% | $5.49万 | 加仓 |
| ZTS | ZOETIS INC | $273.54万 | 0.01% | 23,140 | -15,851 | -40.7% | -$187.38万 | 减仓 |
| HEDJ | WISDOMTREE TR | $274.80万 | 0.01% | 52,544 | -2,897 | -5.2% | -$15.15万 | 减仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $274.84万 | 0.01% | 83,007 | 24,470 | 41.8% | $81.02万 | 加仓 |
| SHM | SPDR SERIES TRUST | $275.41万 | 0.01% | 57,581 | 16,506 | 40.2% | $78.95万 | 加仓 |
| USIG | ISHARES TR | $275.41万 | 0.01% | 53,760 | -23,699 | -30.6% | -$121.41万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $277.57万 | 0.01% | 10,262 | -3,679 | -26.4% | -$99.51万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $277.68万 | 0.01% | 104,285 | -3,629 | -3.4% | -$9.66万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $277.84万 | 0.01% | 74,211 | 39,636 | 114.6% | $148.40万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $277.95万 | 0.01% | 68,510 | 1,666 | 2.5% | $6.76万 | 加仓 |
| EMB | ISHARES TR | $278.08万 | 0.01% | 29,605 | -4,456 | -13.1% | -$41.86万 | 减仓 |
| ES | EVERSOURCE ENERGY | $278.15万 | 0.01% | 40,149 | 16,257 | 68.0% | $112.63万 | 加仓 |
| — | COTERRA ENERGY INC | $278.28万 | 0.01% | 79,193 | 318 | 0.4% | $1.12万 | 加仓 |
| MTB | M & T BK CORP | $278.96万 | 0.01% | 13,494 | 1,864 | 16.0% | $38.53万 | 加仓 |
| DTE | DTE ENERGY CO | $278.98万 | 0.01% | 19,080 | -331 | -1.7% | -$4.84万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $279.77万 | 0.01% | 119,612 | 118,769 | 14,088.8% | $277.80万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $281.22万 | 0.01% | 18,748 | 4,659 | 33.1% | $69.89万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $281.81万 | 0.01% | 129,192 | 816 | 0.6% | $1.78万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $282.69万 | 0.01% | 6,361 | -3,322 | -34.3% | -$147.63万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $282.88万 | 0.01% | 189,982 | 92,390 | 94.7% | $137.57万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $283.11万 | 0.01% | 24,654 | 4,146 | 20.2% | $47.61万 | 加仓 |
| ESUM | STRATEGY SHS | $283.15万 | 0.01% | 108,155 | 6,729 | 6.6% | $17.62万 | 加仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $283.59万 | 0.01% | 40,220 | 6,763 | 20.2% | $47.69万 | 加仓 |
| IR | INGERSOLL RAND INC | $283.65万 | 0.01% | 35,403 | 5,747 | 19.4% | $46.04万 | 加仓 |
| XYZ | BLOCK INC | $284.66万 | 0.01% | 47,302 | 508 | 1.1% | $3.06万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $284.88万 | 0.01% | 14,277 | 594 | 4.3% | $11.85万 | 加仓 |
| — | ETFIS SER TR I | $286.23万 | 0.01% | 165,831 | 16,717 | 11.2% | $28.85万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $286.34万 | 0.01% | 502,356 | 297,411 | 145.1% | $169.52万 | 加仓 |
| AOM | ISHARES TR | $287.86万 | 0.01% | 60,768 | 9,104 | 17.6% | $43.13万 | 加仓 |
| — | PRAXIS FDS | $287.89万 | 0.01% | 87,610 | 7,339 | 9.1% | $24.12万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $288.07万 | 0.01% | 48,644 | 14,210 | 41.3% | $84.15万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $288.26万 | 0.01% | 73,087 | 7,061 | 10.7% | $27.85万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $288.32万 | 0.01% | 49,310 | -12,997 | -20.9% | -$75.99万 | 减仓 |
| MGA | MAGNA INTL INC | $288.80万 | 0.01% | 51,748 | -12,548 | -19.5% | -$70.03万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $289.16万 | 0.01% | 15,442 | 2,049 | 15.3% | $38.37万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $289.44万 | 0.01% | 86,453 | 39,630 | 84.6% | $132.68万 | 加仓 |
| ROBT | FIRST TR EXCHANGE TRADED FD | $289.72万 | 0.01% | 62,763 | 4,579 | 7.9% | $21.14万 | 加仓 |
| FSEC | FIDELITY MERRIMACK STR TR | $290.25万 | 0.01% | 66,207 | 66,207 | — | $290.25万 | 新建仓 |
| YEAR | AB ACTIVE ETFS INC | $291.03万 | 0.01% | 57,658 | -32,695 | -36.2% | -$165.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $291.44万 | 0.01% | 114,787 | 21,540 | 23.1% | $54.69万 | 加仓 |
| DBEF | DBX ETF TR | $291.71万 | 0.01% | 59,051 | -109,526 | -65.0% | -$541.06万 | 减仓 |
| RSPG | INVESCO EXCHANGE TRADED FD T | $291.99万 | 0.01% | 26,673 | 640 | 2.5% | $7.01万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $292.69万 | 0.01% | 152,207 | -23,627 | -13.4% | -$45.43万 | 减仓 |
| PFXF | VANECK ETF TRUST | $293.31万 | 0.01% | 167,222 | 8,354 | 5.3% | $14.65万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $295.23万 | 0.01% | 8,623 | -441 | -4.9% | -$15.10万 | 减仓 |
| RWK | INVESCO EXCH TRADED FD TR II | $295.77万 | 0.01% | 23,060 | 5,005 | 27.7% | $64.19万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $296.22万 | 0.01% | 210,984 | 18,107 | 9.4% | $25.42万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $296.86万 | 0.01% | 27,584 | -1,197 | -4.2% | -$12.88万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $297.21万 | 0.01% | 127,997 | 53,065 | 70.8% | $123.22万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $297.41万 | 0.01% | 132,979 | 8,457 | 6.8% | $18.91万 | 加仓 |
| QUS | SPDR SERIES TRUST | $297.57万 | 0.01% | 17,337 | -353 | -2.0% | -$6.06万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $297.66万 | 0.01% | 60,000 | 5,734 | 10.6% | $28.45万 | 加仓 |
| SM | SM ENERGY COMPANY | $297.85万 | 0.01% | 95,528 | 86,936 | 1,011.8% | $271.07万 | 加仓 |
| SJM | SMUCKER J M CO | $298.96万 | 0.01% | 31,000 | 7,258 | 30.6% | $70.00万 | 加仓 |
| — | STRATEGY SHS | $298.99万 | 0.01% | 136,899 | 125,029 | 1,053.3% | $273.06万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $299.53万 | 0.01% | 63,961 | 8,977 | 16.3% | $42.04万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $299.73万 | 0.01% | 38,105 | 5,077 | 15.4% | $39.94万 | 加仓 |
| EME | EMCOR GROUP INC | $299.92万 | 0.01% | 4,062 | -1,147 | -22.0% | -$84.69万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $300.18万 | 0.01% | 27,976 | 6,364 | 29.4% | $68.28万 | 加仓 |
| AGNC | AGNC INVT CORP | $300.58万 | 0.01% | 299,678 | 119,363 | 66.2% | $119.72万 | 加仓 |
| APRW | AIM ETF PRODUCTS TRUST | $301.55万 | 0.01% | 85,243 | 19,121 | 28.9% | $67.64万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $301.76万 | 0.01% | 85,051 | -4,770 | -5.3% | -$16.92万 | 减仓 |
| LADR | LADDER CAP CORP | $301.90万 | 0.01% | 309,011 | 255,164 | 473.9% | $249.30万 | 加仓 |
| KVUE | KENVUE INC | $302.03万 | 0.01% | 175,192 | 1,385 | 0.8% | $2.39万 | 加仓 |
| WWJD | NORTHERN LTS FD TR IV | $302.19万 | 0.01% | 80,822 | 17,540 | 27.7% | $65.58万 | 加仓 |
| NYF | ISHARES TR | $302.69万 | 0.01% | 56,983 | 1,682 | 3.0% | $8.93万 | 加仓 |
| IBDX | ISHARES TR | $302.80万 | 0.01% | 119,824 | 48,489 | 68.0% | $122.53万 | 加仓 |
| FTLS | FIRST TR EXCH TRADED FD III | $303.32万 | 0.01% | 43,109 | -4,367 | -9.2% | -$30.73万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $303.54万 | 0.01% | 39,855 | 1,156 | 3.0% | $8.80万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $303.99万 | 0.01% | 110,120 | 3,348 | 3.1% | $9.24万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $305.02万 | 0.01% | 57,595 | -629 | -1.1% | -$3.33万 | 减仓 |
| URA | GLOBAL X FDS | $305.68万 | 0.01% | 63,117 | -2,557 | -3.9% | -$12.38万 | 减仓 |
| HYZD | WISDOMTREE TR | $306.32万 | 0.01% | 139,173 | 9,484 | 7.3% | $20.87万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $306.35万 | 0.01% | 60,856 | -12,111 | -16.6% | -$60.97万 | 减仓 |
| FIGB | FIDELITY MERRIMACK STR TR | $307.16万 | 0.01% | 71,366 | 5,116 | 7.7% | $22.02万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $307.31万 | 0.01% | 95,946 | 16,133 | 20.2% | $51.67万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $307.42万 | 0.01% | 245,743 | -16,880 | -6.4% | -$21.12万 | 减仓 |
| FTNT | FORTINET INC | $308.06万 | 0.01% | 37,697 | 690 | 1.9% | $5.64万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $308.94万 | 0.01% | 16,725 | 10,461 | 167.0% | $193.23万 | 加仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $309.59万 | 0.01% | 114,959 | 48,132 | 72.0% | $129.62万 | 加仓 |
| — | AIM ETF PRODUCTS TRUST | $310.04万 | 0.01% | 96,436 | 16,066 | 20.0% | $51.65万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $311.45万 | 0.01% | 88,104 | 79,650 | 942.2% | $281.56万 | 加仓 |
| FPXI | FIRST TR EXCHANGE-TRADED FD | $311.63万 | 0.01% | 50,470 | 1,310 | 2.7% | $8.09万 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $312.07万 | 0.01% | 55,538 | -1,119 | -2.0% | -$6.29万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $312.31万 | 0.01% | 4,444 | 1,108 | 33.2% | $77.87万 | 加仓 |